01713 SICHUAN EN INV
- 2.130
- +0.010+0.47%
SICHUAN EN INV News
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.
Sichuan Energy Investment Says Strategic Restructuring by Controlling Shareholder Won't Impact Company
Strategic restructuring planning of the controlling shareholder of sichuan en inv (01713.HK).
Sichuan En Inv (01713.HK) announced that on November 29 (last Friday), it received notification from the controlling shareholder Energy Investment Group that the Sichuan Provincial People's Government is planning to initiate a strategic restructuring between Energy Investment Group and Sichuan Provincial Investment Group. The above-mentioned planned strategic restructuring does not currently involve any significant assets restructuring matters for the company, nor will it have any significant impact on the company's normal production and operation activities. There have been no changes in the company's controlling shareholder at present.
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.
Sichuan en inv (01713): The People's Government of Sichuan Province plans to initiate strategic restructuring between the energy investment group and the Sichuan Provincial Investment Group.
Sichuan EN Inv (01713) announced that on November 29, 2024, the company received from its controlling shareholder, Sichuan Province...
China Logs 15% Rise in Installed Power Generation in January-October
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.
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