China Telecommunication Union: In the first quarter, electricity trading centers across the country organized a total of 1424.84 billion kilowatt-hours and an increase of 7.7% year-on-year
On April 30, the China Telecommunication Union released a summary of the national electricity market transactions from January to March 2024.
中國航天萬源:補充公佈(1)延遲刊發二零二三年年度業績;及(2)股份繼續暫停買賣
How can thousands of villages control the wind? The trillion-dollar new market is expected to have many blockages and pain points to be solved
The National Development and Reform Commission, the National Energy Administration, and the Ministry of Agriculture and Rural Affairs recently jointly issued the “Notice on Organizing and Carrying Out the “Operation to Control the Wind in Thousands of Villages”. How will this action be implemented in the future?
“ESG Weekly”: How can wind power companies lead the green transformation wave?
The vast sky, the blue sea and the sky. As wind power blows, the long arms of the white “big windmill” with smooth, smooth and shiny lines slowly rotate. As a result, wind turbines convert wind energy into electricity and feed it to thousands of households.
Changjiang Securities: Wind power market sentiment picked up in March and is expected to drive sector recovery in the second quarter
Changjiang Securities released a research report stating that market sentiment has picked up since March. The superposition is about to enter the second quarter, and construction of the Sea Breeze project has started one after another, driving the sector to recover.
Integrated Project Crucial in Green Power Leap
China's largest integrated wind-solar-storage demonstration project will play a key role in fully taking advantage of the green power produced locally while meeting the electricity needs of large enterprises, industry experts said.
Express News | CITIC Construction Investment: Decentralized wind power is expected to become an important gripper for the sustainable development of land winds in the future
Increased policies directly hit the pain points of the industry! This industry is expected to take advantage of the wind
Recently, the direction of wind power has ushered in another major advantage. The National Development and Reform Commission, the National Energy Administration, the Ministry of Agriculture and Rural Affairs, and the three ministries and commissions jointly issued the “Notice on Organizing and Implementing the “Wind Management Action in Thousands of Villages”, which may open up incremental space in the distributed wind power market and accelerate the overall cycle reversal of the industry.
Huajin Securities: The logic of increasing investment in the rural wind power policy has changed from cyclical to growth
The decentralized wind power market has great potential to effectively support future installations.
China Aerospace Wanyuan (01185.HK) suspended trading this morning
Gelonghui, April 2, 丨 China Aerospace Wanyuan (01185.HK) announced that trading of the company's shares will be suspended from 9:00 a.m. today (2/4/2024).
China Aerospace Wanyuan (01185) delayed publication of 2023 annual results and suspended on April 2
China Aerospace Wanyuan (01185) announced that the publication of the 2023 annual results will be delayed. Also expected in 2023...
CHINA ENERGINE: INSIDE INFORMATION(1) DELAY IN PUBLICATION OF THE 2023 ANNUAL RESULTSAND DESPATCH OF THE 2023 ANNUAL REPORT;(2) POSTPONEMENT OF BOARD MEETING AND(3) SUSPENSION OF TRADING
Huatai Securities: It is expected that 1Q24 thermal power profits will continue to recover and nuclear power performance is steady
Huatai Securities released a 1Q24 outlook for the public environmental protection industry, stating that in the face of continuous growth in thermal power generation and a year-on-month decline in coal prices, 1Q24 thermal power profits are expected to continue to recover; nuclear power generation has increased year-on-year, and performance is expected to grow.
CITIC Construction Investment Securities: How to evaluate changes in the wind power industry after the consumption situation improves?
The Zhitong Finance App learned that CITIC Construction Investment Securities released a research report saying that domestic wind power consumption bottlenecks may be opened, which will bring more room for new domestic wind power installations. There is some room for improvement in wind power installations in 2024. It is estimated that 95 GW of new wind power installations will be added in 2024, an increase of 25% over the previous year.
China Aerospace Wanyuan (01185): Delayed publication of 2023 annual results and continued suspension of trading
China Aerospace Wanyuan (01185) issued an announcement. The company may delay publication until December 31, 2023...
CHINA ENERGINE: INSIDE INFORMATIONPOSSIBLE DELAY IN PUBLICATION OFTHE 2023 ANNUAL RESULTS;POSSIBLE DELAY IN DESPATCH OFTHE 2023 ANNUAL REPORT;POSTPONEMENT OF BOARD MEETING;ANDPOSSIBLE SUSPENSION OF TRADING
Express News | National Bureau of Statistics: Investments in solar power generation and wind power generation increased by 46.4% and 17.7%, respectively, in January-February
Express News | CITIC Construction Investment: New wind power installations are expected to reach 95GW in 2024, an increase of 25% over the previous year
Can the OEM breathe a sigh of relief? Fan tenders increased by more than 60% month-on-month in February, Land Wind's bid price bottomed out and rebounded
Financial Services Association, March 14 (Reporter Xiao Lianghua) The February wind power tender data was released. According to rough statistics from the Financial Federation reporter, the number of wind power tenders in February increased by more than 60% month-on-month, but the total amount is still small.
The industrial chain is becoming more mature, and 10MW onshore fans are the “main players” in the industry: the installed capacity will reach 5-8GW this year
After several years of rapid large-scale expansion, the 10MW fan officially became the “main player” in 2024. The first onshore fans of complete machinery companies such as Yunda Co., Ltd. (300772.SZ) and CRRC completed hoisting in January and February of this year, respectively, and behind it is an increasingly mature fan industry chain. Industry insiders told CFA reporters that onshore fans have officially entered the 10MW era, and the installed capacity is expected to reach 5-8GW this year.
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