No Data
No Data
Hong Kong Stock Concept Tracking | AI is booming, global power stocks are being sought after, and the electricity sector is receiving attention (with concept stocks)
According to reports, in May, electric power companies began to stock up on coal. “Nikkei Chinese.com” reported on the 30th that capital is pouring into global electricity-related stocks.
Huatai Securities: Optimistic about carbon reduction and transformation or speeding up the concentration of building materials
The bank believes that the release of this action plan is expected to strengthen the regulation of production capacity in the building materials industry, promote the implementation of energy-saving transformation in the building materials and construction industry, and accelerate the integration of photovoltaics in buildings and the construction of large scenic bases. It is recommended to focus on companies related to cement, engineering transformation, and power engineering.
Citibank: China's energy saving and carbon reduction targets benefit clean energy stocks such as China Resources Electric Power (00836) and Goldwind Technology (02208)
The Zhitong Finance App learned that Citi released a research report saying that China's newly released energy saving and carbon reduction action plans are overall higher than the number completed last year, and details on how to implement them are given, showing that clean energy is a priority for the government, which may benefit individual stocks related to the clean energy industry. China issued a 2024-25 energy saving and carbon reduction action plan, which plans to reduce carbon dioxide emissions by 3.9% this year. The bank pointed out that beneficiaries include grid equipment companies Pinggao Electric (600312.SH) and Siyuan Electric (002028.SZ); clean energy power generation company CGN Power (01816)
Guotai Junan: What are the potential possible directions of electricity market-based reforms?
Recommended leading companies in various power generation segments with competitive advantages: 1) thermal power; 2) hydropower; 3) nuclear power; 4) new energy.
CGN Power Co. Declares Dividend After AGM Success
CGN Power Co. Announces Share Repurchase Plan
No Data