The market is fluctuating in search of main lines, Electric Power stocks are experiencing another surge, and the new policy on tax refunds for departure is attracting attention.
Track the entire lifecycle of the main Sector.
Highlights from the Brokerage morning meeting: Demand improved in the first quarter, and performance recovery in the Electrical Utilities New energy Fund industry is expected.
In today's Brokerage morning meeting, Sinolink believes that the core logic of incremental policies is becoming clearer; China Securities Co.,Ltd. noted that the current expectations for Fuel Cell Energy vehicles in the Sector are relatively weak, and there might be an upward inflection point in sales during the peak season in May-June; HTSC suggested that the demand is improving in the first quarter, and the performance recovery of Electrical Utilities New energy industry is expected.
National Energy Administration: As of the end of March, the total installed power generation capacity nationwide reached 3.43 billion kilowatts, an increase of 14.6% year-on-year.
On April 20th, the National Energy Administration released the Electrical Utilities Statistics for the national power industry from January to March.
The National Energy Administration: In March, the total society's electricity consumption increased by 4.8% year-on-year.
In March, the total electricity consumption of society was 828.2 billion kilowatt-hours, a year-on-year increase of 4.8%; from January to March, the cumulative electricity consumption of society was 2384.6 billion kilowatt-hours, a year-on-year increase of 2.5%.
Brokerage morning meeting highlights: Focus on sectors benefiting from domestic demand and investment opportunities in new consumer segments.
In today's Brokerage morning meeting, HTSC proposed to focus on investment opportunities in sectors benefiting from domestic demand and new Consumer sub-sectors; China Securities Co.,Ltd. stated that the decrease in Real Estate sales and new starts has significantly narrowed, showing ongoing effectiveness in stabilizing after the decline; Galaxy Securities believes that the coal and electricity regulation ability has been further strengthened, and the reconstruction of the sector's valuation is expected to accelerate.
China Electrical Utilities: From January to February, the national Electricity Trade centers organized and completed a total market transaction volume of 950.25 billion kilowatt-hours, a year-on-year increase of 0.6%.
According to the China Electricity Council, from January to February, the national electric trade centers organized and completed a total market trading volume of 950.25 billion kilowatt-hours, a year-on-year increase of 0.6%, accounting for 61.1% of the total electricity consumption.