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Zhejiang Electric Power (600023.SH): Net profit of 1,815 billion yuan in the first quarter increased 79.62% year-on-year
Gelonghui, April 29丨Zhejiang Electric Power (600023.SH) released its report for the first quarter of 2024, achieving operating income of 20.024 billion yuan, an increase of 13.45%; net profit attributable to shareholders of listed companies of 1,815 billion yuan, an increase of 79.62% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss of 1,758 billion yuan, an increase of 110.76% year on year; basic earnings per share of 0.14 yuan.
GF Securities: Stable coal prices start a new thermal power trilogy
Currently, thermal power is in a “moment of disagreement” from cycle to value. It is recommended to pay attention to the industry trend where coal prices are stabilizing, and pay more attention to the verification and pricing opportunities of thermal power utilities under increased ROE stability.
Zhejiang Electric Power (600023.SH)'s power generation in the first quarter rose 17.79% year on year
Zhejiang Electric Power (600023.SH) issued an announcement. According to company statistics, in the first quarter of 2024, the company was wholly owned...
Cinda Securities: After many rounds of intense power supply and demand conflicts, the sector is expected to usher in profit improvements and value revaluation
The Zhitong Finance App learned that Cinda Securities released a research report stating that under the tense situation of electricity supply and demand, the peak value of coal and electricity is prominent; with the continuous advancement of market-based electricity reforms, the electricity price trend is expected to rise steadily and slightly, the electricity spot market and auxiliary service market mechanisms are expected to continue to be promoted, and the capacity electricity pricing mechanism is officially introduced to clarify the cornerstone position of coal and electricity. The construction of new power systems under the dual carbon target may continue to rely on the abundance and investment of system regulation methods. Furthermore, as the Development and Reform Commission increases the electricity and coal commissioner's guarantee and supply efforts, the actual compliance rate of the Electricity and Coal General Cooperation is expected to rise marginally, judging that the cost side of coal power com
China Galaxy Securities: Continued optimism about the long-term investment value of the power sector, there is still room for improvement in the profits of thermal power companies
The Zhitong Finance App learned that China Galaxy Securities released a research report saying that the overall performance of the power sector is highly deterministic and has strong dividend capacity. It will continue to benefit from central state-owned enterprise reforms in the future, and continues to be optimistic about the long-term investment value of the power sector. Short-term recommendations include a thermal power sector with policy catalyst, continuous improvement in performance, and room for improvement in valuation; focus on nuclear power and hydropower with long-term, low-risk capital; and strategically lay out the new energy sector when low. Individual stock attention: Huadian International (01071), Wanneng Electric Power (000543.SZ), Zhejiang Electric Power (600023.SH), Huaneng International (00902), Changjiang Electric Power
GF Securities: Steady decline in coal prices raises electricity profit expectations for thermal power
As coal prices continue to fall, expectations for performance have changed, and the stability of thermal power's long-term ROE center remains unchanged.
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