China Galaxy Securities: Performance growth in thermal power and hydropower, New energy Fund entering a new stage of high-quality development.

China Galaxy Securities is Bullish on quality existing projects, focusing on wind power in the installed capacity structure, while also possessing strong cost control capabilities among leading New energy Fund enterprises.

Zhitong FinanceMay 13 09:17

Hong Kong stock Concept tracking | The second and third quarters enter the peak season for electrical utility consumption, Institutions are Bullish on the stable growth of the Electrical Utilities Sector (with Concept stocks included).

According to the Zhitong Finance APP, coal prices have recently dropped significantly, thermal power performance has steadily increased in the first quarter, and with the peak electricity usage season approaching in the second and third quarters, thermal power performance is expected to continue to improve under the circumstances of low coal prices. Some companies are actively investing in high-quality Assets such as wind power and combined heat and power, promising long-term growth.

Zhitong FinanceMay 9 14:04

Minsun Securities: The peak season for electricity consumption is approaching, and the fundamentals of the Electrical Utilities Sector are expected to continue to steadily rise.

Minsheng Securities stated that the Electrical Utilities have a characteristic of rigid demand growth, and the peak electricity consumption season will arrive in the second and third quarters. The fundamentals of the Sector are expected to continue to be stable and upward.

Zhitong FinanceMay 9 07:06

Open Source Securities: The supply and demand for Electrical Utilities has shifted to a relaxed state, focusing on stable profit varieties.

Kainuo Securities values the stable profit varieties in the Electrical Utilities Industry and the opportunities for asset injection and restructuring of state-owned enterprises.

Zhitong FinanceMay 8 09:15

China Merchants: The approval progress for Nuclear Power in 2025 is ahead and maintains a high approval volume, remaining Bullish on the investment value of Nuclear Power in the long term.

This year, the approval progress for Nuclear Power has advanced, and a high approval volume has been maintained. With policy support, it is expected that in the near future, China's Nuclear Power will maintain an annual approval pace of 8 to 10 units.

Zhitong FinanceMay 2 17:12

Express News | DeepSeek released the Prover-V2 model, with a parameter count reaching 671 billion.

BreakingsApr 30 18:36