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The electricity reform is expected to continue to be “hot”! A number of individual stocks hit record highs
Marketization is the core
Illustration丨Beishang Capital sold a net A shares of 4,039 billion yuan, bucking the trend and adding positions to Lixun Precision, IFF, and Changjiang Electric Power
The net sale of A-shares today was 4,039 billion yuan, the second consecutive day of net sales. Among them, Kweichow Moutai, Wuliangye, and BYD received net sales of 546 million yuan, 366 million yuan, and 360 million yuan respectively. Lixun Precision, IFF and Changjiang Electric Power received net purchases of 442 million yuan, 351 million yuan, and 154 million yuan respectively.
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
[BT Financial Report Momentary Analysis] Changjiang Electric Power 2023 Report: Comprehensive Data and Performance Trends
As a leading domestic power company, Changjiang Electric Power (stock code: 600900) recently released its 2023 financial report. The report details the company's operating results and financial situation over the past year. The following is an in-depth interpretation of the financial report. First, focus on the company's balance and liability data. By the end of 2023, Changjiang Electric Power's total assets reached 571.943 billion yuan, a slight decrease of 1.13% compared with the beginning of the period, maintaining a stable trend. Among them, the balance of accounts receivable at the end of the period was 8.510 billion yuan, a sharp decrease of 44.11% compared to the beginning of the period. This was mainly due to the effective recovery of electricity bills during the reporting period.
Improved Earnings Required Before China Yangtze Power Co., Ltd. (SHSE:600900) Shares Find Their Feet
When close to half the companies in China have price-to-earnings ratios (or "P/E's") above 33x, you may consider China Yangtze Power Co., Ltd. (SHSE:600900) as an attractive investment with its 23x P/
Illustration丨Beishang Capital made a net purchase of 13.956 billion yuan in A shares, adding to Changjiang Electric Power, Ningde Era, and Poly Development
Beijing Capital made a significant net purchase of 13.956 billion yuan of A-shares today, the second consecutive day of net purchases. Among them, Changjiang Electric Power, Ningde Era, and Poly Development received net purchases of 600 million yuan, 594 million yuan, and 530 million yuan respectively. Sunshine Power had the highest net sales volume, amounting to 214 million yuan.
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