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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.
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