Longyuan Power (001289): Superior electricity price control compared to peers, non-GAAP performance better than expected

The company disclosed its first-quarter 2026 report: in Q1 2026, the company generated revenue of RMB 7.868 billion, a year-over-year decrease of 3.63%, and attributable net profit of RMB 1.624 billion, down 14.78% year-over-year.

Changjiang SecuritiesMay 17 16:26

Wind power stocks generally rose in Hong Kong, with Dongfang Electric up more than 6%, driven by demand spurred from power shortages at data centers.

Gelonghui, May 12 | Hong Kong-listed wind power stocks generally rose, with Dongfang Electric leading the way by surging over 6%. Longyuan Power increased by 3.2%, while Beijing Energy Clean Energy and Ruifeng New Energy both climbed by 1.7%. Goldwind Technologies and Xinte Green Energy also followed suit with gains. Reports indicate that Morgan Stanley stated a 350% surge in Token demand has driven a significant upward revision of hyperscalers’ capital expenditure forecast for 2026, from USD 450 billion to USD 800 billion. Morgan Stanley predicts a 55GW electricity shortfall for data centers. AI players are increasingly acquiring “off-grid” solutions.

Gelonghui FinanceMay 12 11:01

Stock Market Movements | Green Electricity Concept Gains Momentum as the State Strengthens Planning for Synergistic Computing and Power Layouts; Rigid Constraints Drive Green Transition

Green power stocks collectively surged. As of press time, Datang Power (00991) rose by 7.97%, trading at HKD 3.25; Longyuan Power (00916) increased by 2.83%, trading at HKD 6.9; Huadian International Power (01071) climbed by 2.5%, trading at HKD 4.51; and Huaneng International Power (00902) gained 2.13%, trading at HKD 6.72.

Zhitong FinanceMay 11 09:54

Hong Kong Stock Announcements Highlights | China Overseas Land & Investment's sales in the first four months exceeded 76 billion yuan; Foxconn Interconnect Technology’s Q1 profit increased by over 180% year-on-year.

①China Overseas Development achieved sales of nearly 76 billion yuan in the first four months. What is the year-on-year growth rate? ②Foxconn Group's profit in the first quarter increased by more than 180% year-on-year. What is the scale of its business?

cls.cnMay 8 20:40

Hong Kong stock movement | Wind power stocks decline, Dongfang Electric falls over 6%, and Goldwind Technologies drops 3.7%.

Gelonghui, May 8 | Hong Kong-listed wind power stocks collectively declined. Among them, Dongfang Electric fell by more than 6%, Goldwind Technologies dropped 3.7%, Datang New Energy fell 3.57%, Xiehe New Energy declined 2.56%, and Longyuan Power fell over 2%. Xin Tian Green Energy and Jingneng Clean Energy also followed with losses. On the news front, on May 4 local time, the Trump administration halted the development of U.S. onshore wind power projects citing "national security concerns." This marks a significant escalation in Trump's campaign against renewable energy. On the same day, Hong Kong-listed wind power stocks, particularly those with business or anticipated exposure to overseas markets, collectively fell in response to this news. Additionally, wind...

Gelonghui FinanceMay 8 11:06

Hong Kong Stock Concept Tracker | Continuous Policy Support Boosts Green Power Sector! Analysts Say Revaluation of Green Power Operation Assets is Sustainable (With Key Stocks)

Guosheng Securities suggests paying attention to relevant targets in the field of coordinated computing and electricity; the synergy between electricity and computing is expected to open up new growth opportunities for green energy enterprises, with high-quality wind and solar assets being particularly promising.

Zhitong FinanceMay 8 07:00