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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.
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