600027 Huadian Power International Corporation
- 6.75
- -0.10-1.46%
Huadian Power International Corporation News
Huadian International: Plans to fully redeem “19 Huadian MTN002B” on June 26
Huadian International Electric Power Co., Ltd. announced that the company exercised the redemption option for the “19 Huadian MTN002B” medium-term notes. The redemption amount is 1.5 billion yuan, and the redemption price is 100.00 yuan/100 yuan face value. The effective date is June 26, 2024.
Research Report Nuggets丨Dongguan Securities: Huadian International's Q1 hydropower generation growth rate is relatively fast year-on-year, maintaining a “buy” rating
Gelonghui, May 27 | Dongguan Securities Research Report pointed out that Huadian International (600027.SH) 24Q1 hydropower generation was growing faster year on year. Due to the year-on-year decrease in coal prices, the company's operating costs fell 7.41% year on year, thus boosting the company's net profit to mother year on year. Q1's investment income was 1,148 billion yuan, a slight decrease over the previous year. The company is a shareholder in enterprises such as Yinxing Coal, Huadian Coal, and Huadian New Energy. As one of the first companies to participate in the development and operation of domestic new energy power generation business, Huadian New Energy has long been deeply involved in the field of new energy power generation. Along with the transformation of China's energy structure, Huadian New Energy is growing rapidly. incorporation
The electricity reform is expected to continue to be “hot”! A number of individual stocks hit record highs
Marketization is the core
Huadian International: 24Q1's hydropower generation capacity is growing faster year-on-year
Incident: Recently, the company disclosed its 2024 quarterly report. 24Q1 achieved revenue of 30.952 billion yuan, a year-on-year decrease of 3.21%; realized net profit to mother of 1,862 billion yuan, an increase of 64.21% over the previous year. Review: 24Q1
GF Securities: Thermal power is on the left side of social consumption costs and the ROE center is expected to remain at 10%
Reforms are bound to accelerate. As a baseload power source with a large scale of operation, good coverage, and strong adjustment capacity, thermal power is on the left side of the consumption costs of the whole society.
Guosheng Securities: What has been changed in this round of electricity reform? How are segments selected?
The current reform is actually an extension of the 2015 round of electricity reform, but in the face of multiple complex new backgrounds of “double carbon” and “lack of electricity,” there have been more profound and innovative changes in implementation, which further highlights the “market-based” core under the “new power system.”
Electricity reform expectations were strengthened and the peak demand season was brought forward, and many Hong Kong electricity stocks hit new highs during the year
① Electricity reform expectations are strengthened and the peak demand season is ahead of schedule. How can it benefit the electricity stock market? ② A number of Hong Kong electric power stocks hit new highs during the year. Which individual stocks led the way recently?
Intraday Overview | The three major indices fluctuated, and Evergrande Auto resumed trading and rose more than 78%
The pharmaceutical outsourcing concept declined across the board. Pharmaceutical Biotech fell by more than 6%, Kanglong Chemical fell by more than 4%; China Mobile Games rose more than 23%, and its two new games will be launched soon; Lenovo Group has risen more than 7%, and the market share of Daimo AI PC will continue to rise.
Hong Kong Stock Concept Tracking | Electricity Reform Dividends Released Soon! Electricity bucked the trend and set off a cessation (with concept stocks)
The Zhitong Finance App learned that in early trading on May 24, the power sector set off a tidal wave, and many stocks such as Dalian Thermal Power (600719.SH), Jiuzhou Group (300040.SZ), and Hunan Development (000722.SZ) rose and stopped. Analysts believe that the main reason for the change in the electricity sector in early trading today is that a high-level meeting held yesterday put forward opinions and suggestions on deepening the reform of the power system and developing venture capital, etc., and the power system reform ranked first. Guosheng Securities said that the pace of electricity market construction will further accelerate this year, and it is expected that construction will speed up in the spot market, auxiliary services, etc.
Overview of the Hong Kong market | The three major indices fell collectively, with the Science Index falling more than 2%; most of the Technology Network stocks and biotech stocks fell, Bilibili fell more than 11%, and Kang Fang Biotech fell nearly 23%
Domestic housing stocks generally fell, with Vanke falling nearly 9%, and Sunac China falling nearly 7%; auto stocks declined, with NIO falling more than 6%, and Xiaopeng Motors falling more than 3%.
China's Installed Power Generation Capacity Rises 14%
China's installed power generation capacity increased 14% year over year to 3.01 billion kilowatts as of the end of April, Xinhua News Agency reported Thursday, citing the National Energy Administration.
电改政策利好陆续落地 港股电力板块逆势走强华电国际涨超5%
①港股电力板块逆势走强，哪些个股最受资金关注？ ②电改政策利好陆续落地，长期将带来哪些利好效应？
Electricity stocks explode! WHAT HAPPENED?
The peak of summer electricity consumption is approaching.
Shanxi Securities Electric Power and Utilities 23&24Q1 Overview: High demand side increases thermal power performance exceeds expectations
The Zhitong Finance App learned that from the perspective of power generation, Shanxi Securities released a research report saying that from a power generation perspective, in the short term, thermal power companies benefited from cost-side improvements and significant growth in the first quarter of '24. It is expected that upstream fuel prices are unlikely to rebound sharply, and the advantages of the thermal power sector will still be prominent throughout the year under a good start; in the long run, the proportion of fixed costs recovered through capacity electricity prices will gradually increase; the two electricity prices will continue to support the profitability and dividend capacity of thermal power companies. The market is still to be explored. In terms of hydropower, in the short term2
Hong Kong Stock Afternoon Review | The three major indices fell sharply, and the Science Index fell nearly 2%; Technology Network stocks and domestic housing stocks weakened, Bilibili fell more than 10%, and Vanke Enterprise fell more than 7%
Auto stocks fell, with NIO falling nearly 7%, and Xiaopeng Motors falling more than 3%; power stocks generally rose, while Huadian International and Datang Power rose more than 5%.
Intraday Overview | The Tech Index fell more than 2%; the biotech sector plummeted, and Kangfang Biotech fell more than 37%
Domestic housing stocks generally fell, with Jinhui Holdings falling more than 17% and Ocean Group falling 8%; after the results, Bilibili and Shell both fell by more than 11%, and Xiaomi fell by more than 3%.
National Energy Administration: By the end of April, the country's cumulative installed power generation capacity was about 3.01 billion kilowatts, up 14.1% year-on-year
By the end of April, the country's cumulative installed power generation capacity was about 3.01 billion kilowatts, an increase of 14.1% over the previous year.
Express News | Huadian International establishes a new fuel company including supply chain management services
Intraday Overview | Tech Index rose nearly 1%, non-ferrous metals stocks and auto stocks strengthened, Lingbao Gold rose nearly 12%, and Xiaopeng Motor rose more than 8%
The Hang Seng Index rose 0.57% and the Tech Index rose 0.92%; TechNet stocks had mixed ups and downs; Bilibili rose nearly 3%, JD.com and NetEase rose about 2%, Baidu fell more than 3%, and Meituan fell nearly 2%; gaming stocks rose, and Aobo Holdings and Galaxy Entertainment rose about 4%.
Express News | National Bureau of Statistics: In April, the regulated industrial power generation capacity of 690.1 billion kilowatt-hours increased by 3.1% year-on-year
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