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South Water bought more than 400 million yuan of China Yangtze Power; North Water increased holdings of China Mobile by more than 700 million Hong Kong dollars, buying Xiaomi for 11 consecutive days.
Track the latest trends of north-south directional funds.
South water sold over 700 million yuan of Bank of Jiangsu, while north water bought nearly 1.8 billion Hong Kong dollars of China Mobile.
Track the latest trends of north-south directional funds.
Tianfeng Securities: What is the reason for the rise in utility prices?
The Zhitong Finance App learned that Tianfeng Securities released a research report saying that the country introduced relevant policies to adjust the price mechanism for utility products is a long-term process. The ultimate goal is to clean up and eliminate unreasonable charges from utility companies, ensure reasonable and stable profits, and reasonable expenses for the safe operation of utility assets. In terms of recommended targets, hydropower asset suggestions focus on Changjiang Electric Power (600900.SH), SDIC Power (600886.SH); thermal power recommendations focus on Anhui Energy (000543.SZ), Zhejiang Electric Power (600023.SH), etc.; gas recommendations focus on blue
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
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