danceevolutionarcade| Guotai Junan: Increasing power consumption space opens up multiple values of existing power supplies and is expected to increase
News summary
[Guotai Junandanceevolutionarcade: Increment power consumption space opens up multiple values of existing power sources and is also expected to increase] Securities Times News, Guotai Junan Research News pointed out that the elasticity coefficient of electricity consumption remains high, and the growth rate of electricity demand is expected to be higher than the economic growth rate in the long term; incremental power consumption space is open, and the stock is opendanceevolutionarcade...
Newsletter text
[Guotai Junan: Increasing power consumption space opens up and multiple values of existing power supplies are expected to increase] Securities Times News, Guotai Junan Research News pointed out that the elasticity coefficient of electricity consumption remains high, and the growth rate of electricity demand is expected to be higher than the economic growth rate in the long term; With the consumption space of incremental power supplies open up, the multiple values of existing power supplies (electricity, capacity and regulation value) are also expected to increase. It is recommended to focus on relevant companies in sub-fields with competitive advantages: 1) Thermal power: Guodian Power, Huadian International, etc.;2) Hydropower: Yangtze River Power, etc.;3) Nuclear power: China Nuclear Power, etc.;4) New energy: Yunnan Energy Investment, etc. Proofread: Peng Qihua
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