Huaneng Power increased 5.8 percent to HK$4.22, while Datang International
not vested
Power Generation Co., a mainland power plant operator, advanced 5.7 percent to HK$2.60.
China may raise electricity prices by year end, Economic Information Daily reported, citing an unidentified source.
Prices may increase by about 0.02 yuan a kilowatt-hour, the report said, citing Lin Boqiang, director of the independent China Center for Energy Economics Research at Xiamen University.
Source: Bloomberg
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Power Equipment Makers, Transmission and Distribution
21 posts
• Page 2 of 3 • 1, 2, 3
Re: Power Transmission & Distribution
by winston » Thu Nov 24, 2011 3:48 pm
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Transmission & Distribution
by winston » Wed Mar 07, 2012 12:02 pm
GameChanger #5: The End of Cheap Oil Changes Everything by Hilary Kramer
As I mentioned earlier, I spend a good bit of time in airports. And while there is no shortage of things to complain about when you travel these days eg. crowded planes, zero service, ridiculous baggage fees, the biggest complaint I hear has nothing to do with crummy service.
It's the shortage of power outlets.
Look around any airport, and you'll find travelers huddled around the few electrical outlets available, jockeying to plug in their phone, laptop or iPad before their flight.
New energy sources such as hydro-fracking, Canadian tar sands, wind farms and solar power may grab all the headlines, but when it comes to solving our immediate energy crisis, the smart money is banking on the granddaddy of them all - electricity.
Just think about some of the GameChangers we have talked about today. iPads, smartphones, cloud computing servers, they are multiplying by the tens of millions, and every single one of them needs the same thing - electricity.
For the last 30 years, peak demand for electricity in the U.S. has grown 25% more than electricity transmission. And now that demand is going stratospheric thanks to our power-hungry gadgets.
About 40% of all electricity demand now comes from semiconductor-related technologies (your gadgets) and automated manufacturing. That's up from 10% in the 1990s, and it's expected to rise to 60% by 2015, just four short years from now.
But that rapidly surging demand is being delivered on a rickety, stretched-to-the-limits grid that has been patched together over the last century
President Obama's beloved BlackBerry gets charged every night using the same electrical grid that President Benjamin Harrison used 120 years ago to turn the first lights on at the White House.
The electrical grid that we rely on every minute of every day is now perilously close to disaster. That's why the sexiest thing happening in energy today is the smart grid.
Source: Game Changers
As I mentioned earlier, I spend a good bit of time in airports. And while there is no shortage of things to complain about when you travel these days eg. crowded planes, zero service, ridiculous baggage fees, the biggest complaint I hear has nothing to do with crummy service.
It's the shortage of power outlets.
Look around any airport, and you'll find travelers huddled around the few electrical outlets available, jockeying to plug in their phone, laptop or iPad before their flight.
New energy sources such as hydro-fracking, Canadian tar sands, wind farms and solar power may grab all the headlines, but when it comes to solving our immediate energy crisis, the smart money is banking on the granddaddy of them all - electricity.
Just think about some of the GameChangers we have talked about today. iPads, smartphones, cloud computing servers, they are multiplying by the tens of millions, and every single one of them needs the same thing - electricity.
For the last 30 years, peak demand for electricity in the U.S. has grown 25% more than electricity transmission. And now that demand is going stratospheric thanks to our power-hungry gadgets.
About 40% of all electricity demand now comes from semiconductor-related technologies (your gadgets) and automated manufacturing. That's up from 10% in the 1990s, and it's expected to rise to 60% by 2015, just four short years from now.
But that rapidly surging demand is being delivered on a rickety, stretched-to-the-limits grid that has been patched together over the last century
President Obama's beloved BlackBerry gets charged every night using the same electrical grid that President Benjamin Harrison used 120 years ago to turn the first lights on at the White House.
The electrical grid that we rely on every minute of every day is now perilously close to disaster. That's why the sexiest thing happening in energy today is the smart grid.
Source: Game Changers
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Transmission & Distribution
by winston » Wed Mar 07, 2012 12:03 pm
Continue ...
Get Smart
Turmoil in the Middle East and North Africa. Power-hungry China. Skyrocketing oil prices.
You don't need me to tell you all the reasons why the rush is on to break our oil dependence before it puts our financial and national security at risk.
Given this dire situation, we simply can't wait around for wind, solar and other alternative energies to take root and have a big enough impact.
The cheapest, quickest and most effective way to make a big impact is an overhaul that will turn our existing grid into a smart grid.
According to the U.S. Department of Energy, increasing energy efficiency could reduce our national energy use by as much as 20% by 2020. If the grid were just 5% more efficient, it would be equal to taking 53 million cars off the road.
No other alternative energy solution can come close to making that kind of massive impact on energy costs and usage so quickly.
The key to the smart grid is two-way, Internet-enabled communications that allows every part of the grid to both talk and listen.
The smart grid offers real-time monitoring that will help us meet surging demand, increase efficiency and improve reliability. This will be one of the biggest growth industries in the world more than doubling to $170 billion in the next three years on its way to $200 billion.
Source: GameChangers
Get Smart
Turmoil in the Middle East and North Africa. Power-hungry China. Skyrocketing oil prices.
You don't need me to tell you all the reasons why the rush is on to break our oil dependence before it puts our financial and national security at risk.
Given this dire situation, we simply can't wait around for wind, solar and other alternative energies to take root and have a big enough impact.
The cheapest, quickest and most effective way to make a big impact is an overhaul that will turn our existing grid into a smart grid.
According to the U.S. Department of Energy, increasing energy efficiency could reduce our national energy use by as much as 20% by 2020. If the grid were just 5% more efficient, it would be equal to taking 53 million cars off the road.
No other alternative energy solution can come close to making that kind of massive impact on energy costs and usage so quickly.
The key to the smart grid is two-way, Internet-enabled communications that allows every part of the grid to both talk and listen.
The smart grid offers real-time monitoring that will help us meet surging demand, increase efficiency and improve reliability. This will be one of the biggest growth industries in the world more than doubling to $170 billion in the next three years on its way to $200 billion.
Source: GameChangers
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Transmission & Distribution
by winston » Sun Jun 22, 2014 12:38 pm
State Grid to invest USD250 bln next 5 yrs to develop smart grid
2011-09-30
Liu Zhenya, general manager of State Grid, said in 2011 Smart Grid International Forum that the company will accelerate the development of a strong smart grid and invest USD250 bln over the next five years (app. RMB1.6 trillion) for linking the major energy base and major electricity load center in China.
Source: AAStocks Financial News
2011-09-30
Liu Zhenya, general manager of State Grid, said in 2011 Smart Grid International Forum that the company will accelerate the development of a strong smart grid and invest USD250 bln over the next five years (app. RMB1.6 trillion) for linking the major energy base and major electricity load center in China.
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Equipment Makers, Transmission and Distribution
by winston » Thu Feb 05, 2015 7:11 pm
not vested
Deutsche: Mainland power stocks downgraded on tariff cut overhang
Deutsche Bank, in the latest research report,
Downgraded
HUADIAN POWER (01071.HK) -0.730 (-10.458%) Short selling $81.24M; Ratio 21.701% ,
HUANENG POWER (00902.HK) -1.090 (-10.168%) Short selling $172.62M; Ratio 25.614% ,
CHINA RES POWER (00836.HK) -1.350 (-6.323%) Short selling $95.79M; Ratio 22.611% ,
CHINA POWER (02380.HK) -0.390 (-9.133%) Short selling $47.45M; Ratio 14.399% ,
DATANG POWER (00991.HK) -0.400 (-9.732%) Short selling $60.38M; Ratio 17.194% ,
HUADIAN POWER-A (600027.SH) and HUANENG POWER-A (600011.SH)
to Buy from Hold,
while
DATANG-A (601991.SH)'s rating was lowered to Sell from Hold, given that there is a likely tariff cut in 2Q15 in Mainland China.
Source: AAStocks Financial News
Deutsche: Mainland power stocks downgraded on tariff cut overhang
Deutsche Bank, in the latest research report,
Downgraded
HUADIAN POWER (01071.HK) -0.730 (-10.458%) Short selling $81.24M; Ratio 21.701% ,
HUANENG POWER (00902.HK) -1.090 (-10.168%) Short selling $172.62M; Ratio 25.614% ,
CHINA RES POWER (00836.HK) -1.350 (-6.323%) Short selling $95.79M; Ratio 22.611% ,
CHINA POWER (02380.HK) -0.390 (-9.133%) Short selling $47.45M; Ratio 14.399% ,
DATANG POWER (00991.HK) -0.400 (-9.732%) Short selling $60.38M; Ratio 17.194% ,
HUADIAN POWER-A (600027.SH) and HUANENG POWER-A (600011.SH)
to Buy from Hold,
while
DATANG-A (601991.SH)'s rating was lowered to Sell from Hold, given that there is a likely tariff cut in 2Q15 in Mainland China.
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Equipment Makers, Transmission and Distribution
by winston » Sat Feb 07, 2015 9:55 am
not vested
M Stanley: Mainland electricity tariff cut of RMB10/MWh reasonable
Morgan Stanley predicted in a report that
1. CHINA SHENHUA (01088.HK) -0.350 (-1.675%) Short selling $141.46M; Ratio 33.910% 's average selling price would decline 11% and
2. CHINA COAL (01898.HK) -0.110 (-2.570%) Short selling $17.35M; Ratio 18.578% 's would go down by 7% against Qinhuangdao's drop of 3%.
In addition, assuming a 6% decrease in coal cost this year, and electricity tariff will be cut by RMB10/MWh from 1 July, coal-fired IPPs' profit will decline by 0.4%-1.5% this year, and down by 4.6%-7.2% next year.
HUADIAN POWER (01071.HK) -0.200 (-3.200%) Short selling $24.21M; Ratio 7.529% and CHINA RES POWER (00836.HK) -0.280 (-1.400%) Short selling $35.80M; Ratio 13.103% will still be able to record profit growth and HUADIAN POWER remains the top pick of the sector, according to the broker.
Source: AAStocks Financial News
M Stanley: Mainland electricity tariff cut of RMB10/MWh reasonable
Morgan Stanley predicted in a report that
1. CHINA SHENHUA (01088.HK) -0.350 (-1.675%) Short selling $141.46M; Ratio 33.910% 's average selling price would decline 11% and
2. CHINA COAL (01898.HK) -0.110 (-2.570%) Short selling $17.35M; Ratio 18.578% 's would go down by 7% against Qinhuangdao's drop of 3%.
In addition, assuming a 6% decrease in coal cost this year, and electricity tariff will be cut by RMB10/MWh from 1 July, coal-fired IPPs' profit will decline by 0.4%-1.5% this year, and down by 4.6%-7.2% next year.
HUADIAN POWER (01071.HK) -0.200 (-3.200%) Short selling $24.21M; Ratio 7.529% and CHINA RES POWER (00836.HK) -0.280 (-1.400%) Short selling $35.80M; Ratio 13.103% will still be able to record profit growth and HUADIAN POWER remains the top pick of the sector, according to the broker.
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Equipment Makers, Transmission and Distribution
by winston » Mon Feb 09, 2015 2:14 pm
not vested
<Research Report>GS: Power stocks correction offer good entry points; recommends Huadian, CRP and CPI
Goldman Sachs, in its latest report, stated that the news on potential tariff cuts in the Mainland last week created a turnaround of Chinese power stocks, but also opportunities to accumulate stocks at a low price.
The broker recommended HUADIAN POWER (01071.HK), CHINA RES POWER (00836.HK) and CHINA POWER (02380.HK), all of which were rated at Buy, with a target price of $8.7, $27 and $5 respectively.
With reference to the two nationwide coal-fired tariffs cuts earlier before (the cut of 1.4 fen/ KWh in September 2013 and 0.9 fen/ KWh in September 2014), the sector share prices were rebounded after the announcement of tariff cut.
Assuming a July 2015 effective date of half of maximum value (1.5 fen) as a sector average, the average EPS of power stocks could be dragged by 9% to 18% this year and next.
It is expected that there will be a 5% decline in coal prices this year which will offset part of the negative impacts from a tariff cut.
Source: AAStocks Financial News
<Research Report>GS: Power stocks correction offer good entry points; recommends Huadian, CRP and CPI
Goldman Sachs, in its latest report, stated that the news on potential tariff cuts in the Mainland last week created a turnaround of Chinese power stocks, but also opportunities to accumulate stocks at a low price.
The broker recommended HUADIAN POWER (01071.HK), CHINA RES POWER (00836.HK) and CHINA POWER (02380.HK), all of which were rated at Buy, with a target price of $8.7, $27 and $5 respectively.
With reference to the two nationwide coal-fired tariffs cuts earlier before (the cut of 1.4 fen/ KWh in September 2013 and 0.9 fen/ KWh in September 2014), the sector share prices were rebounded after the announcement of tariff cut.
Assuming a July 2015 effective date of half of maximum value (1.5 fen) as a sector average, the average EPS of power stocks could be dragged by 9% to 18% this year and next.
It is expected that there will be a 5% decline in coal prices this year which will offset part of the negative impacts from a tariff cut.
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Equipment Makers, Transmission and Distribution
by winston » Thu Feb 12, 2015 8:12 am
not vested
JPM's latest ratings & target prices for Chinese power stocks (Table)
In a research report, JP Morgan updated the latest investment ratings and target prices for Chinese power shares.
Stock / Investment Rating / Target Price (HK$)
DATANG POWER (00991.HK) 0.000 (0.000%) Short selling $5.37M; Ratio 7.137% / Overweight ->Neutral / $5.2->4.1
HUANENG POWER (00902.HK) 0.000 (0.000%) Short selling $26.90M; Ratio 9.896% / Neutral ->Underweight / $8.6->7
CHINA RES POWER (00836.HK) 0.000 (0.000%) Short selling $21.46M; Ratio 10.206% / Neutral / 22.5->19.8
CHINA POWER (02380.HK) 0.000 (0.000%) Short selling $11.58M; Ratio 21.914% / Overweight / $4.8->4.6
Source: AAStocks Financial News
JPM's latest ratings & target prices for Chinese power stocks (Table)
In a research report, JP Morgan updated the latest investment ratings and target prices for Chinese power shares.
Stock / Investment Rating / Target Price (HK$)
DATANG POWER (00991.HK) 0.000 (0.000%) Short selling $5.37M; Ratio 7.137% / Overweight ->Neutral / $5.2->4.1
HUANENG POWER (00902.HK) 0.000 (0.000%) Short selling $26.90M; Ratio 9.896% / Neutral ->Underweight / $8.6->7
CHINA RES POWER (00836.HK) 0.000 (0.000%) Short selling $21.46M; Ratio 10.206% / Neutral / 22.5->19.8
CHINA POWER (02380.HK) 0.000 (0.000%) Short selling $11.58M; Ratio 21.914% / Overweight / $4.8->4.6
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Equipment Makers, Transmission and Distribution
by winston » Wed Apr 22, 2015 1:30 pm
not vested
<Research Report>G Sachs's latest ratings & TPs for China power stocks (Table)
Goldman Sachs, in its report, listed the investment ratings and target prices for China power stocks.
Stock/ Investment Rating / Target Price (HK$)
HUADIAN POWER (01071.HK) / CL-Buy/ 8.7->9
CHINA RES POWER (00836.HK) /Buy/ 27->24.7
CHINA POWER (02380.HK) / Buy/ 5->5.2
HUANENG POWER (00902.HK)/ Neutral/ 10.6->10.8
DATANG POWER (00991.HK)/ Neutral/ 4.1->4.4
Source: AAStocks Financial News
<Research Report>G Sachs's latest ratings & TPs for China power stocks (Table)
Goldman Sachs, in its report, listed the investment ratings and target prices for China power stocks.
Stock/ Investment Rating / Target Price (HK$)
HUADIAN POWER (01071.HK) / CL-Buy/ 8.7->9
CHINA RES POWER (00836.HK) /Buy/ 27->24.7
CHINA POWER (02380.HK) / Buy/ 5->5.2
HUANENG POWER (00902.HK)/ Neutral/ 10.6->10.8
DATANG POWER (00991.HK)/ Neutral/ 4.1->4.4
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
Re: Power Equipment Makers, Transmission and Distribution
by winston » Tue Dec 01, 2015 8:45 am
China to Break Electricity Distribution Monopoly Over Sales
by Aibing Guo
Customers can negotiate directly with suppliers on price
State-owned grid operators to charge only a transmission fee
Source: Bloomberg
http://www.bloomberg.com/news/articles/ ... city-sales
by Aibing Guo
Customers can negotiate directly with suppliers on price
State-owned grid operators to charge only a transmission fee
Source: Bloomberg
http://www.bloomberg.com/news/articles/ ... city-sales
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 118900
- Joined: Wed May 07, 2008 9:28 am
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