The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
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A nationwide blackout occurred in Spain and Portugal, and CHINA POWER equipment is expected to accelerate its international expansion.
① On April 28, a large-scale power outage occurred in parts of Spain, Portugal, and southern France, affecting millions of people. ② Wanlian Securities pointed out that against the backdrop of energy transition, the Global Wind Power installed capacity is rapidly increasing, coupled with the upgrade of Power Grid Equipment, leading to stable growth in Global power grid construction investment.
The market is fluctuating in search of main lines, Electric Power stocks are experiencing another surge, and the new policy on tax refunds for departure is attracting attention.
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Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.
In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.
National Energy Administration: As of the end of March, the total installed power generation capacity nationwide reached 3.43 billion kilowatts, an increase of 14.6% year-on-year.
On April 20th, the National Energy Administration released the Electrical Utilities Statistics for the national power industry from January to March.
The National Energy Administration: In March, the total society's electricity consumption increased by 4.8% year-on-year.
In March, the total electricity consumption of society was 828.2 billion kilowatt-hours, a year-on-year increase of 4.8%; from January to March, the cumulative electricity consumption of society was 2384.6 billion kilowatt-hours, a year-on-year increase of 2.5%.