Hong Kong Stock Concept Tracking | The China Telecommunication Union expects the country's new installed capacity to once again exceed 300 million kilowatts of electricity in 2024, drawing attention (with concept stocks)
On April 24, the China Telecommunication Union released the “National Electricity Supply and Demand Situation Analysis and Forecast Report for the First Quarter of 2024".
Dongfang Electric (600875): Integrated power equipment leaders benefit from high power supply side growth
Guide to this report: Under the “six power and six industries” layout, the company continues to promote the development of thermal power, hydropower, nuclear power and emerging industries. Benefiting from the recovery of the thermal power market and the recovery of nuclear power storage, the company's performance development is expected to exceed expectations as the corresponding equipment enters a major year of delivery.
Guolian Securities: Thermal power and nuclear power are expected to usher in performance in 24, and the increase in power investment during the payout period will drive profits for equipment vendors
In the current context of large-scale installations of new energy sources and high demand for electricity, thermal power and nuclear power have ushered in a new construction cycle as important baseload power sources.
Hong Kong bullish stocks this week | 80% increase in the month! TCL Electronics surged more than 16% this week; CRRC surged nearly 11% the day after
Benefiting from the acceleration of nuclear power approval, CGN's stock price has been rising for five consecutive days; coal supply and demand continued to be tight, and Mongolian coking coal increased by more than 11% during the week.
Express News | Honghua Marine and CCCC Aviation Administration signed a material sales contract of about 320 million yuan
Changes in Hong Kong stocks | Dongfang Electric (01072) rose more than 4% to contribute to thermal power recovery and flexibility transformation, and the contribution to incremental savings business growth will be more sustainable
Dongfang Electric (01072) rose more than 4% in early trading, rising more than 30% during the month. As of press release, it rose 2.43% to HK$10.96, with a turnover of HK$33.117 million.
Dongfang Electric (01072.HK) plans to hold a board meeting on April 29 to approve the first quarter results
Gelonghui, April 17, 丨 Dongfang Electric (01072.HK) announced that the board meeting will be held on April 29, 2024 (Monday) in the company conference room, No. 18, Xixin Avenue, Gaoxin West District, Chengdu, to consider and approve (among other things) the unaudited first quarter results of the company and its subsidiaries for the first quarter ended March 31, 2024 and their announcements.
東方電氣:董事會會議通知
“Unconventional” and “maximum strength”! Sichuan sets off strong “hydrogen wind” to explore hydrogen energy vehicles free of highway tolls
According to a report by the “Sichuan Daily” today, on April 16, Sichuan Province held a work conference to further promote the development and promotion and application of green hydrogen throughout the entire industry chain.
Changes in Hong Kong stocks | Dongfang Electric (01072) rose more than 4%. Continued global demand for power equipment is expected to exceed market expectations
Dongfang Electric (01072) rose more than 4% and rose 4.66% at press time to report HK$10.34, with a turnover of HK$32.19 million.
Dongfang Electric (01072.HK) plans to hold 2023 results briefing on April 23
Gelonghui, April 16, 丨 Dongfang Electric (01072.HK) announced that Dongfang Electric Co., Ltd. (Company for short) disclosed the company's 2023 annual report on March 29, 2024. In order to facilitate investors to have a more comprehensive and in-depth understanding of the company's 2023 operating results and financial situation, the company plans to hold a 2023 performance briefing at 9:30-10:30 a.m. on April 23, 2024 to exchange investors' concerns. The investor briefing session will be held in an interactive online text format. The company will address the details of the 2023 operating results and financial indicators
Dongfang Electric (600875.SH): Appoints Zhang Yanjun as the company's president
Gelonghui, April 16: Dongfang Electric (600875.SH) announced that after nomination by the Board Nomination Committee, the board of directors agreed to appoint Mr. Zhang Yanjun as the company's president.
Hong Kong stock concept tracking | Domestic power generation installed capacity growth rate increases, institutions are optimistic about electrical equipment industry valuation repair (with concept stocks)
In March 2024, the manufacturing purchasing managers' index (PMI) was 50.8%, up 1.7 percentage points from the previous month, and has returned above the boom and bust line since September last year. Domestic industrial activity gradually returned to normal after the Spring Festival, and the supply of industrial products was effectively improved. The growth rate of China's installed power generation capacity has increased, and the proportion of installed capacity of wind power and solar power generation has increased. From January to February 2024, the country's total installed power generation capacity was 2,972 billion kilowatts, an increase of 14.7% over the previous year, and maintained a double-digit growth rate for 10 consecutive months. Zhongyuan Securities released a research report saying that the domestic market is speeding up the resumption of work and production after the holiday season.
Express News | Dongfang Electric Group signed a strategic cooperation framework agreement with the Sichuan provincial government
Dongfang Electric (600875): Performance is in line with expectations, full orders, and the power supply equipment business continues to grow
The company announced that it achieved revenue in 2023, including net profit, and deducted non-net profit of 606.77, 35.50, and 2,576 billion yuan, an increase of 9.60%, 24.23%, and 8.01% year-on-year, of which Q4 revenue for the single quarter
Hong Kong stocks are bullish this week | Electric power stocks are starting to soar! Huaneng International and Huadian International have increased by about 16% each week
Gold continued to soar, driving Hong Kong gold stocks to experience a strong rise. Zhaojin Mining surged more than 22% during the week.
Dongfang Electric 2023 Rev CNY14.02B Vs. CNY12.205B >1072.HK
Dongfang Electric 2023 Rev CNY14.02B Vs. CNY12.205B >1072.HK
Dongfang Electric 2023 Net CNY930.15M Vs. Net CNY670.21M >1072.HK
Dongfang Electric 2023 Net CNY930.15M Vs. Net CNY670.21M >1072.HK
Afraid of negative EU investigations? The Hong Kong wind power sector bucked the trend and Dongfang Electric H shares rose nearly 8%
① The Hong Kong wind power sector bucked the trend and strengthened. What benefits are worth paying attention to? ② Why wasn't the market moved by the EU trade investigation being negative?
Hong Kong wind power stocks fluctuated upward, and Dongfang Electric rose nearly 7.5%
Gelonghui, April 11 | Hong Kong wind power stocks fluctuated upward. Dongfang Electric (1072.HK) rose nearly 7.5%, Xintian Green Energy (0956.HK) rose nearly 2%, and Jingneng Clean Energy (0579.HK), Longyuan Electric (0916.HK), and Goldwind Technology (02208.HK) all rose more than 1%.
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