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Today, the A-share market continued to adjust, with the Shanghai Composite Index falling below 3100 points. In terms of sectors, the power sector bucked the trend and rose, with related concepts such as hydropower, thermal power, virtual power plants, and ultra-high voltage all exploding one after another.
Today, the A-share market continued to adjust, with the Shanghai Composite Index falling below 3100 points. In terms of sectors, the power sector bucked the trend and rose, with related concepts such as hydropower, thermal power, virtual power plants, and ultra-high voltage all exploding one after another. On the market, more than 10 stocks including New China and Hong Kong, Dalian Thermal Power (Rights Protection), Leshan Electric Power, Star Power, and Power Investment Integration all went up and down. In terms of funds, major net inflows such as Jilin Electric Power, Star Power, Shanghai Electric Power, and Guodian Electric Power are among the top, with 6% respectively.rummyandarbahar.25 billion yuan, 5rummyandarbahar.63 million yuan, 375 million yuan, and 337 million yuan.
On the news front, the National Energy Administration recently released its 2024 energy supervision work deployment and decided to carry out comprehensive supervision work in the power field in Heilongjiang Province, Anhui Province, Shandong Province, Guangxi Zhuang Autonomous Region, Sichuan Province, and Ningxia Hui Autonomous Region. It mentioned that it will closely focus on serving the overall situation of high-quality development of power, focusing on the current prominent contradictions in the power field and the "urgent, difficult and anxious" problems of people's energy use, and carry out comprehensive supervision covering the entire chain of power planning and construction, production and operation, and supply guarantee., we will focus on the whole chain of points and highlight key points, and give full play to the role of supervision in safeguarding social public interests, promoting the implementation of major planning policies in the power field, safeguarding the order of the power market and the legitimate rights and interests of market members. It plays an important role in improving the overall efficiency of governance in the power sector.
Haitong Securities said that since May, the Shanghai Composite Index has fluctuated in the range of 3,100 - 3,200 points, mainly due to insufficient market trading volume. Although today's close fell below 3100 points, it remains to be seen whether it is an effective break. In terms of configuration, the power sector has the advantage of high dividends and high dividends, and continues to be favored by funds. In addition, the recognition of "the end of AI is electricity" is gradually increasing. The power sector may benefit from the development of the AI wave, and investors can continue to pay attention.
Li Longshuan, chief investment adviser of Federal Reserve Securities, believes that the power sector has obvious valuation advantages and is expected to continue to rise. Liu Wen, investment consultant at Industrial Securities Shenzhen Branch, believes that the power sector rose in the early stagerummyandarbaharAfter a wave, there may be adjustments in the short term, and the overall situation continues to be optimistic. Guojin Securities Zhong Yong believes that the power reform is expected to heat up, and the strong sector will remain strong.