01713 SICHUAN EN INV
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SICHUAN EN INV News
The State Energy Administration further standardizes the behavior of electrical utilities market transactions.
①Each operating entity should comprehensively consider unit fixed costs, fuel costs, energy supply and demand, and other objective conditions to quote compliantly, promoting trade prices that truly and accurately reflect the value of electrical utilities commodities; ②Power generation entities and power consumption entities must not unilaterally agree on trade prices, electricity quantity, and other declared elements through online or offline means between the relevant operating entities on the generation and consumption sides to achieve specific trades in the medium to long term.
Express News | gtja: Electrical utilities assets are expected to usher in a new round of value revaluation opportunities.
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.
Express News | Citic Sec: In September, the year-on-year growth rate of domestic electricity consumption slightly fell to 8.5%, still maintaining strong performance.
In September, the supply and demand of electricity generation are both strong! Hong Kong's electric power stocks are all rising, and the intensive restructuring of China Power Investment Corporation is heating up the market.
Hong Kong electric power stocks across the board rose, which companies had the highest gains? China Power companies are undergoing intensive restructuring, what are the market expectations?
Major restructuring wave of central state-owned enterprises, with multiple giant capital operations such as State Power Investment Corporation.
1. On Friday evening, spic industry-finance holdings and spic yuanda environmental-protection, subsidiaries of State Power Investment Corporation, released a restructuring plan. The stocks will resume trading on Monday; 2. Central SOEs continue to make major moves in mergers and reorganizations, which will help accelerate the development of emerging industries and stimulate market vitality.
Hong Kong stock concept tracking | Significant increase in household appliance sales, refrigerant market continues to rise (with concept stocks)
Household appliance sales and production capacity continue to increase, driving up refrigerant demand.
Express News | Citic Securities: The cultivation of energy storage demand in the electrical utilities market, the marginal improvement of interest rate cuts has arrived.
Harvesting the wool of negative electricity prices! There is a major transformation happening in the global electrical utilities market...
①Nowadays, when some consumers use electricity, they often can also earn money; ②During most of this spring and summer, Dutch resident Jeroen van Diesen has been 'rewarded' by using electricity.
The cumulative installed capacity of national power generation increased by 14% year-on-year from January to August, and China Power International Power's share price rose by nearly 6%.
① In the first 8 months of 2024, which type of energy equipment achieved significant growth in installed capacity? ② For listed companies in the electrical utilities industry, what are the investment institutions' expectations for future market performance?
National Energy Administration: As of the end of August, the country's cumulative installed power generation capacity increased by 14.0% year-on-year.
As of the end of August, the national cumulative installed electricity generation capacity is about 3.13 billion kilowatts, an increase of 14.0% year-on-year. Among them, cecep solar energy installed capacity is about 0.75 billion kilowatts, an increase of 48.8% year-on-year; wind power installed capacity is about 0.47 billion kilowatts, an increase of 19.9% year-on-year.
SICHUAN EN INV: Interim Report 2024
Zhongjin: the continued release of grid consumption electricity price risk, regional differentiation intensifies.
The overall performance of the new energy power companies in 1H24 is lower than market expectations. The profitability of the new energy assets in 1H24 continues to decline, reflecting the downward pressure on utilization hours and comprehensive electricity prices, and the cost rigidly amplifies the decline in profits.
CITIC Securities: The profit decline of the electrical equipment industry narrows, and leading enterprises show significant excess.
The top electrical utilities companies rely on their advantages in products and market layout, as well as their first-mover advantage, to bring significant profitability. Their performance in exceeding industry-wide growth is stable, which aligns well with the current domestic and international resonance in the electrical utilities system construction cycle.
Express News | The National Energy Administration: vigorously cultivate and develop new energy sources, promote technological breakthroughs in the fields of new energy, nuclear power, and smart grids.
Express News | National Energy Administration: Continuously expanding the coverage of the electrical utilities spot market, further improving the level of optimal allocation of electrical utilities resources.
Sichuan Energy Investment Development (01713) released its interim results, with a net income attributable to the parent company of 0.138 billion yuan, a year-on-year increase of 7.4%
Sichuan En Inv (01713) announced its performance for the six months ended June 30, 2024, with revenue of 22....
SICHUAN EN INV: ANNOUNCEMENT OF INTERIM RESULTS FOR THE SIX MONTHS ENDED 30 JUNE 2024
State Grid: In July, the total electricity consumption of the industry increased by 5.6% year-on-year.
On August 27th, the China Electricity Council released the National Electricity Consumption Index for July 2024.
Express News | China Securities Co.,Ltd.: The chapter on green electricity trading was recently issued to promote the improvement of the profit margin of new energy and the environment.
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