HU-CPWR@EC2606A

China Power Signs Total Contract for Lubei Phase I Project with State Nuclear Power Institute and Shandong Institute

China Power's Subsidiary Xinyuanzhi Chu Signs Energy Storage System Procurement Contract

China Power 公布 2025 年 12 月售电量同比减少

China Power's November Sales Volume Increased by 15.38% YoY

China Power International Development Limited Reports November 2025 Power Sales

China Power International Renewed Three-Year Coal Supply Agreement with Huainan Mining Group

China Power wins 2025 Golden Hong Kong Stock Award and Most Investment Potential Listed Company in Hong Kong

BofA Raises Target Price for China Power to HK$3.5

China Power Reduces Costs with Supply Chain Innovation

Central Authority Promotes Power Market Reform towards Decarbonization

China Power International Development Reports 9.24 Million MWh of Electricity Sold in October 2025

Two subsidiaries of China Power listed as national specialized, refined, unique and innovative 'little giant' companies

China Power's Subsidiary Zhongdian Huachuang Named as a National 'Little Giant' Enterprise

China Power ESG Rating Rises to A-Level

China Power Wins Excellence in Practice Award at 2025 ESG China Innovation Annual Conference

China's Power Market Reform Achieves Significant Success and Promotes International Cooperation

China Power Announces September and First Three Quarters Electricity Sales Down

China Power's Sales Volume in August 2025 Increased by 4.78% YoY

China Power International Development Reports August 2025 Electricity Sales

China Power International Development Limited Issues 2 Billion Yuan Blue Bond

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GUANZE MEDICAL

BOER POWER

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QINGHUA HOLD

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China Power announced related transactions, with its subsidiary Weifang New Energy entering into a general contracting agreement with the National Nuclear Corporation and Shandong Institute. According to this agreement, the contractor will provide construction of photovoltaic and wind power generation facilities, a booster station, and connecting transmission lines for the development of the Lubei Phase I project, with a total cost of 768 million RMB

AASTOCKS

Penghua SSE STAR New Energy ETF

ChinaAMC Green Electricity ETF

GF CSI All Share Power Public Service ETF

CHINA POWER

Bosera CSI All Share Electric Utilities ETF

CHINA POWER subsidiary awarded a total contracting contract worth nearly 770 million RMB

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China Power Buys Out Xinyuan Green Power Minority Stake

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CGN NEW ENERGY

China Southern CSI SEEE CARBON NEUTRAL ETF

Penghua CSI All Share Utilities ETF

CHINA SUNTIEN

China Suntien Green Energy

China Power Buys Out Xinyuan Green Power Minority Stake

China Power International Development Ltd :UNIT TO PROVIDE EQUIPMENT, COMPONENTS FOR ENERGY STORAGE SYSTEM FOR TACHENG PROJECTCONTRACT FOR RMB452.1 MILLION

Reuters

China Power International Development's Unit To Provide Equipment, For Energy Storage System

China Power International Development's subsidiary, Xinyuan Smart Storage, has secured a RMB452.1 million contract for the Tacheng Project, an energy storage facility. This connected transaction, due to State Power Investment Corporation's controlling stake, includes engineering design, equipment manufacturing, and five years of quality assurance. The deal enhances China Power's position in the energy storage market and promotes collaboration within the group. The latest analyst rating for China Power's stock (HK:2380) is a Hold with a price target of HK$3.50.

Tip Ranks

China Power Unit Wins RMB452 Million Energy Storage Contract in Connected Deal

Citi has downgraded the rating of CHINA POWER from "Buy" to "Sell," with a target price reduced to HKD 2.75, and has lowered the net profit forecasts for 2025 to 2027 by 15%, 27%, and 38%, respectively. It is expected that profits in 2026 will decline due to a reduction in electricity prices. Although dividends for 2025 and 2026 will not be cut, the 2026 dividend yield of 5.7% is insufficient to offset the risks of declining profits

Citi lowers the target price for CHINA POWER to 2.75 yuan, rating downgraded to "Sell"

China Power International Development Limited announced that its subsidiary, Yuanda Engineering Company, signed an EPC Contracting Agreement with Dazhou Xingchuan Energy Co., Ltd. on January 29, 2026. The contract involves system design, equipment procurement, construction, and technical support for the Desulfurization System of the Dazhou Project. This transaction is classified as a connected transaction under the Listing Rules but is exempt from independent shareholders’ approval. The original content was published via the Hong Kong Stock Exchange.

China Power International Development Signs EPC Contract for Desulfurization System Construction

China Power International Development Limited reported a slight decline in electricity sales for December and the full year 2025, raising questions about demand trends and generation management. The 1.27% drop in sales to 126,332,861 MWh may impact investor sentiment, highlighting existing risks such as thin interest cover and dividend sustainability. Despite recent share price increases, the stock may still be undervalued by 13%. Analysts suggest a fair value estimate of HK$3.59, but ongoing board changes and market conditions could affect performance. Investors are encouraged to consider both risks and potential rewards in their assessments.

Simplywall

Do Slight 2025 Sales Declines Reveal a Strategic Shift in China Power (SEHK:2380)’s Generation Mix?

China Power International's December Electricity Sales Slip 2.3%

China Power International's December Electricity Sales Slip 2.3%

China Power International Development posts Dec combined total electricity sold 10.7 mln Mwh

China Power International Development posts Dec combined total electricity sold 10.7 mln Mwh

China Power International Development Ltd. reported that its electricity sales in December 2025 reached 10.73 million MWh. Sales in Hubei decreased by 14% to 8.93 million MWh, while Henan saw a 7.06% increase to 284,464 MWh. Heilongjiang experienced a 2.84% decline to 296,149 MWh. Wind power sales in Guangxi fell by 9.90% to 1.54 million MWh, but photovoltaic sales in Jiangsu rose by 4.28% to 110,444 MWh. The figures are preliminary and unaudited, and investors are advised to exercise caution.

China Power International Development Reports 10.73 Million MWh Electricity Sold in December 2025

HSBC Securities holds a positive view on the Hong Kong stock market, believing that improvements in corporate earnings and inflows of southbound capital are the main factors. Real estate stocks benefit from the recovery of the local property market, especially the residential market. The bank prefers AI-related hardware and the gaming industry, believing they have strong growth momentum, while also being optimistic about power equipment stocks due to the acceleration of China's power infrastructure construction. Wind power and mining also benefit from the energy transition. High-end consumption and luxury goods still have potential

HSBC has a positive outlook on Hong Kong stocks this year, favoring AI-related hardware and the gaming industry

-- Source link: Note: Reuters has not verified this story and does not vouch for its accuracy

Valero Energy Corp New

Valero to cut more than 200 jobs as California refinery closes - Bloomberg News

The core contradiction in AI construction is shifting from GPUs to electricity, with delivery speed becoming the key to victory. A Goldman Sachs research report points out that the power grids in the US and Europe are aging and capacity is short, with grid connection requiring nearly five years of waiting. Chinese power suppliers, leveraging short delivery cycles, HVDC technology, and 800V DC architecture advantages, are reshaping the global supply chain pricing power. Related companies have overseas order premiums as high as 10%-80%, with very high profit visibility

- The core conflict in AI infrastructure is shifting from GPU quantity to the speed of power supply delivery.  
- Goldman Sachs indicates that the US and EU's power grid is aging, with domestic supply unable to meet demand, prompting utilities to seek non-traditional suppliers, particularly from China.  
- Structural shortages are reshaping pricing power, as Chinese suppliers gain competitive advantages through faster delivery times amid escalating energy demands, with overseas orders fetching a 10%-80% premium compared to domestic sales.

Wallstreetcn

Delivery is Justice! Goldman Sachs: The aging American power grid is providing historic opportunities for Chinese power suppliers

On July 19, the Yarlung Tsangpo super hydropower project (with an investment of 1.2 trillion yuan!) officially kicked off, with five giant power stations under construction, generating electricity equ...

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雅江水电工程 1.2 万亿投资引爆市场！哪些港股接住 “万亿订单”？

HU-CPWR@EC2606A(23223.HK)

CHINA POWER subsidiary awarded a total contracting contract worth nearly 770 million RMB

China Power Buys Out Xinyuan Green Power Minority Stake

China Power International Development's Unit To Provide Equipment, For Energy Storage System

China Power Unit Wins RMB452 Million Energy Storage Contract in Connected Deal

Citi lowers the target price for CHINA POWER to 2.75 yuan, rating downgraded to "Sell"