01185 CHINA ENERGINE
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CHINA ENERGINE News
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.
Hong Kong stock concept tracking | The price of wind power equipment has reached a turning point, the delivery of large models is accelerating, and some components are expected to increase in price (attached concept stocks).
On November 22 of this year, State Power Investment Corporation announced the bid opening for the 8.4GW project, with bidding prices for different machine models seeing an increase. The average bid price for the 6.25MW model rose by about 11% compared to the average bid price established from August to October, while the 10MW model showed a 16% increase compared to the average bid price established in September.
China Securities Co., Ltd. Power Equipment New Energy Fund 25-year investment strategy: grasp three types of assets, energy storage dominates the whole year.
china securities co.,ltd. is most bullish on energy storage in the new energy fund sector of the power equipment sector.
China Logs 15% Rise in Installed Power Generation in January-October
China Energine Announces New Board and Leadership
China Energine (01185.HK) appoints Xu Hong as an independent non-executive director.
Ge longhui November 20th, China Energine (01185.HK) announced that Mr. Wu Jundong has decided to devote more time to his other business, so he has submitted his resignation as an independent non-executive director of the company, chairman of the company's compensation committee, a member of the company's audit committee, and a member of the company's nomination committee. Ms. Xu Hong has been appointed as the company's independent non-executive director, chairman of the compensation committee, a member of the audit committee, and a member of the nomination committee, effective from November 20, 2024.
Hong Kong stock concept tracking | The scale of wind power bidding has significantly increased, benefiting leading companies in wind power equipment (including concept stocks).
With the acceleration of the global energy transition, wind energy, as one of the important clean energy sources, is developing rapidly.
No more 'selling by the catty'! Wind power self-discipline convention 'full moon' industry chain companies see the dawn.
① One month after signing the industry self-discipline convention, several recent projects have been awarded to bidders who did not offer the lowest price, and the bidding party has begun to modify the rules, indicating that the wind power industry is showing signs of breaking away from intense competition; ② Industry insiders indicate that all links of the wind power industry chain still need to continue making efforts, considering the economic benefits generated throughout the entire lifecycle rather than short-term costs, solidifying the results of breaking out of the intense competition.
gtja: The electrical utilities assets are expected to usher in a new round of value reassessment opportunities with the verification of electricity price stability. Maintain a "shareholding" rating for the industry.
gtja released research reports stating that it maintains a "shareholding" rating for the electrical utilities industry.
Pinestone Capital Names Vice Chairman
Behind the soaring wind power index: the increase in bids, price recovery, and the rise of offshore wind power.
Is the bidding exceeding expectations, stabilizing prices rebounding, and the wind power industry welcoming new investment opportunities?
东海证券: The peak of photovoltaic module delivery is approaching, and the construction of wind power projects continues to advance.
The wind power sector, the recent continuous progress in the construction of offshore wind projects in Guangdong and Jiangsu provinces indicates that the restrictive factors have weakened, and the industry fundamentals may rebound, with the possibility of speeding up domestic offshore wind construction.
China Energine (01185): The approval for the extension of the debt grace period application is still being processed and has not been obtained yet.
China Energine (01185) announced that, as of the date of this announcement, the approval for the extension of the debt grace period application is still being processed...
China Energine (01185) plans to delay the release of its mid-term performance in 2024.
China Energine (01185) announces in a statement that the board of directors hereby notifies shareholders and potential investors of the mid-2024 ...
CHINA ENERGINE: DELAY IN PUBLICATION OF THE 2024 INTERIM RESULTSAND CONTINUED SUSPENSION OF TRADING
Two departments are promoting the update of wind power equipment, with the industry expected to release 10GW of space. | Industry News
①The National Development and Reform Commission and the National Energy Administration encourage the transformation and upgrading of wind farms that have been connected to the grid for more than 15 years or have a single unit capacity of less than 1.5 megawatts. ②Industry insiders say that the scale of wind turbines that meet the above conditions is about 10 GW, and starting from 2025, there will be a peak of wind turbine retirement.
Two departments: by 2027, the investment scale of equipment in key energy areas will increase by more than 25% compared to 2023.
By 2027, the investment scale of equipment in the energy key areas will increase by more than 25% compared to 2023. It will focus on promoting the implementation of the "Three Transformations" of energy-saving transformation, heating transformation, and flexibility transformation for coal-fired power generation units, as well as achieving equipment renewal and technological transformation in the fields of power transmission and distribution, wind power, photovoltaics, hydropower, etc.
Two departments: Promote the update and recycling of wind power equipment.
On August 21, National Development and Reform Commission Office, National Energy Administration Comprehensive Department issued the "Implementation Plan for Large-scale Equipment Renewal in Key Energy Fields", in accordance with the requirements of the "Management Measures for the Transformation, Upgrading, and Retiremment of Wind Power Plants", encouraging the transformation and upgrading of wind power plants that have been connected to the grid for more than 15 years or have a single unit capacity of less than 1.5 megawatts.
Express News | The National Development and Reform Commission: Steadily promote the renovation and upgrade of hydropower equipment.
Express News | Citic sec: Wind power installed capacity demand exceeds expectations, quantity and profit welcome the turning point of repair.
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