Today (April 30, 2024)CryptoandroidgamesThe main index of A shares fell collectively, electric power stocks performed better, and Shenneng shares (600642) rose by more than 5%. Guodian Electric Power (600795), Fuling Electric Power (600452), China General Nuclear Power (003816) and Jilin Electric Power (000875) all rose.

Power ETF Fund (561700) rose 0% in intraday trading.Cryptoandroidgames.58%, up nearly 13% this year, with active intraday trading. The Electric Power ETF Fund (561700) tracks the CSI power index, which covers hydropower, new energy power generation, thermal power and other industries.

On April 19, the relevant departments issued the basic rules of Electric Power medium-and long-term Trading-Special Chapter on Green Electric Power Trading (draft for soliciting opinions), which clearly defines the details of transaction subject, transaction price, transaction settlement and so on.

Guosheng Securities said that looking forward to the future, we believe that the power sector is still focused on "guaranteed supply" and "consumption" double main line. With the rapid increase in the proportion of new energy, the problem of consumption is becoming more and more prominent, catalytic peak regulation and auxiliary services continue to promote the construction. As a flexible supporting power source, thermal power is in a policy dividend period. At present, coal prices are declining, the profit flexibility of thermal power is enhanced, and attention is paid to elastic standards.CryptoandroidgamesThe choice is to highlight the advantage of high dividend and high dividend after returning to public utilities. Continue to be optimistic about the hydropower / nuclear power sector, the potential of dividend assets appears, grasp the long-term investment value, while optimistic that the improvement of water fundamentals this year will lead to the improvement of hydropower profitability. It is suggested to pay attention to the green power plate, with the promotion of green electricity / green card transactions and the resolution of the problem of consumption, the bottom space ushered in an inflection point.

Focus on the thermal power sector, focus on the coal-power integration target; pay attention to the elastic target in the Yangtze River Delta. Continue to recommend thermal power flexible transformation of the leading target.

The above content has nothing to do with the data, has nothing to do with the position of the cloud channel in the interface, and does not constitute investment advice. Operate accordingly at your own risk.