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Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Hong Kong stocks have moved. Electric power stocks are gaining more in the afternoon as the construction of a national unified electrical utilities market accelerates. The guangdong 25-year electrical utilities trade plan was released.
The electric power stocks saw an expanded gain in the afternoon. As of the time of writing, huadian power international corporation (01071) was up 4.35%, trading at 3.6 Hong Kong dollars; cgn power (01816) was up 3.86%, trading at 2.69 Hong Kong dollars; datang international power generation (00991) was up 2.14%, trading at 1.43 Hong Kong dollars; huaneng power international, inc. (00902) was up 1.74%, trading at 4.1 Hong Kong dollars.
Citic Securities: The construction of a new electrical utilities system promotes the sustainable development of the power grid. It is expected that the investment growth rate of the power grid in 2025 will maintain double-digit growth.
In 2025, electrical utilities construction will continue to focus on the long-term requirements of "dual carbon" transformation and the construction of new power systems, continuing the trend of balancing the main grid and the distribution side of electrical utilities.
By 2029, the national unified electrical utilities market will be fully established.
China Power Enterprises Association, under the organization of the National Energy Administration, has released the "National Unified Electricity Market Development Blueprint", setting the goal of preliminary completion by 2025 and comprehensive completion by 2029 of the national unified electricity market, in order to improve the top-level design, regulate trading rules and technical standards, promote optimal allocation of electrical resources and enhance industry efficiency, providing stable electrical power guarantee for economic and social development. According to the plan, by 2025, the national unified electricity market will be preliminarily established, by then the top-level design of the electricity market will be basically improved, achieving basic standardization of national foundational trading rules and technical standards. By 2029, it is planned
It is reported that datang international power generation and others have invested 0.1 billion yuan to establish a new company to develop wind power related business.
According to the Securities Times, citing data from Qichacha, Datang International Power Generation (00991.HK)(601991.SH) has recently established Datang Zhenyang (Yangyuan) New Energy Co., Ltd., with Xie Shengyuan as the legal representative and a registered capital of 0.1 billion yuan. The scope of operation includes power generation, transmission, and supply business; cecep solar energy generation and wind power generation technology services; as well as research and development of energy-saving technology in the electrical utilities industry, among others.
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