What are the state-owned power stocks in 2023?

What are the state-owned power stocks in 2023?

Electricity was discovered in the 1870s. The discovery and application of electricity set off the second industrialization climax. Since then, technology has changed people's lives. There are 71 listed companies with electric power concept stocks. Let’s take a look at the state-owned power stocks in 2023! Hope it helps everyone!

List of leading electric power concept stocks:

1. Sui Hengyun A000531: The latest news after the market closed on February 27, closing price: 6.78 yuan, increase: -1.17, drop rate :0.32, price-to-earnings ratio (moving): 151.02, transaction amount: 17.7129 million yuan, year-to-date increase: 9.71, recent indicators prompt----. Business scope: production and sales of electricity and heat and other investment businesses permitted by national policies; maintenance of thermal instruments, pipe networks and their by-products, building materials, technical consulting and technical services in the power industry and comprehensive utilization of power by-products.

2. Zhejiang Xinneng 600032: Third quarter report: total assets: 46.784 billion yuan, net assets: 8.679 billion yuan, operating income: 3.639 billion yuan, year-on-year revenue: 51.22, operating profit: 1.341 billion yuan, Net profit: 861 million yuan, year-on-year profit: 54.96, earnings per share: 0.410, net assets per share: 4.17, financial update date: 20231028.

3. Funeng Shares 600483: The latest news after the market closing: 12.68 yuan, increase: 0.79, fall rate: 0.66. Institutional Rating: Target Price:, Latest Rating: Buy.

Leading battery replacement stocks in 2023:

Xu Ji Electric 000400: leading battery replacement stock, the stock price has increased by 3.5 in the past 7 days, and the stock price has increased by 14.77 in 2023.

New energy vehicles, the total sales volume of new energy vehicles in 2014 was 74,763, and the China Automobile Association expects it to double in 2015. Xu Ji Electric is a provider of new energy bus charging and swapping station equipment.

Zhongheng Electric 002364: A leading battery exchange stock. In the past 7 trading days, Zhongheng Electric fell 0.38, with the highest price being 7.7 yuan. The total market value fell by 16.9069 million yuan, down 0.38.

BAIC Blue Valley 600733: A leading battery exchange stock. In the past 7 trading days, BAIC Blue Valley has risen by 2.89, with the highest price being 5.95 yuan. The total market value has increased by 772 million yuan, an increase of 2.89.

Other battery swap concept stocks include:

Shuyuan Technology: Looking back on the past 5 trading days, Shuyuan Technology has risen on 2 days. During the period, the overall increase was 0.82, with the highest price being 9.83 yuan and the lowest price being 9.55 yuan, with a total trading volume of 82.7829 million lots.

China Yin Cashmere Industry: Review of the past 5 trading days. The highest price was 1.75 yuan, the lowest price was 1.71 yuan, and the total trading volume was 192 million lots.

GCL Nengke: The stock price has fallen by 0.3 in the past 5 days, and the stock price will fall by -31.56 in 2023.

Power grid concept stocks in 2023

Kelin Electric: Judging from the company’s net interest rate in the past three years, the average net interest rate in the past three years is 5.85, and the lowest net interest rate in the past three years was 2023 4.6 in 2016, with the highest being 6.49 in 20 years.

The company became the winning bidder for the State Grid Co., Ltd.’s second bidding and procurement of electric energy meters (including electricity consumption information collection) in 20 years for its marketing project. The winning bid amount totaled 134 million yuan, accounting for approximately the company’s most recent operating income. of 8.33.

Looking back on the past 7 trading days, Colin Electric rose on 2 days. During the period, the overall increase was 4.68, with the highest price being 19.21 yuan and the lowest price being 20.87 yuan, with a total trading volume of 33.0095 million lots.

Kelu Electronics: Judging from the net interest rate of Kelu Electronics in the past three years, the average net interest rate in the past three years is -33.06. The lowest net interest rate in the past three years was -84.26 in 2019, and the highest was in 20 years. of 5.9.

Won the bid for the second batch of framework bidding projects for China Southern Power Grid Company’s metering products in 2023 worth approximately 142 million yuan.

The stock price has increased by 1.39 in the past 7 days, and the stock price will fall by -6.95 in 2023.

Oriental Cable: Judging from the net interest rate in the past three years, the average net interest rate in the past three years was 14.93. The lowest net interest rate in the past three years was 12.25 in 2019 and the highest was 17.56 in 2020.

The company teamed up with the European engineering giant Boskalis to jointly win the Dutch National Grid offshore wind power project. Among them, Dongfang Cable won the bid for about 530 million yuan. For Dongfang Cable, winning the bid for this project means that the company has officially entered the mainstream European submarine cable market.

In the past 7 trading days, Oriental Cable has increased by 2.9, with the highest price being 47.65 yuan, and its total market value has increased by 983 million yuan, an increase of 2.9.

Jinguan Electric: Judging from Jinguan Electric’s net interest rate in the past three years, the average net interest rate in the past three years was 13.23. The lowest net interest rate in the past three years was 12.68 in 2019 and the highest was 14.02 in 20.

The company is an advanced enterprise in the field of ultra-high voltage AC and DC arresters in China, and is the main arrester supplier to the State Grid, China Southern Power Grid and major power generation enterprise groups. The company has fully mastered the key technologies of 1000kV UHV AC arresters, and has strong competitive advantages in the field of arresters for ultra-UHV AC and DC systems. The company ranks first in the industry in terms of the number of successful bidders in the State Grid, China Southern Power Grid DC and 1000kV UHV AC markets. First.

In the past 7 trading days, Jinguan Electric fell by 7.17 yuan, with the highest price being 20.2 yuan, and the total market value fell by 186 million yuan, a drop of 7.17 yuan.

What are the power stocks in Northwest China?

1. Tianfu Energy.

Xinjiang Tianfu Thermal Power Co., Ltd. (hereinafter referred to as the joint-stock company, the company or the company) was approved by Xinjiang Production and Construction Corps Recruitment Letter [1998] No. 55 in December 1998, by Shihezi The Electric Power Industry Company was restructured into a joint-stock company according to the corresponding reorganization plan.

2. Gansu Electric Investment.

In December 1998, the Provincial State-owned Assets Administration took the actual occupation of state-owned assets of 1.6 billion yuan by the company that year as the scope of authorization, requiring the company to operate and manage in accordance with the law, and assume the responsibility for maintaining and increasing the value of state-owned assets within the scope of authorization.

3. Tianfu Thermal Power.

Xinjiang Tianfu Thermal Power Co., Ltd. was established in March 1999 and listed on the Shanghai Stock Exchange on February 28, 2002, raising 420 million yuan. It is the first listed company in the northwest for combined heat and power generation. .

What are the electric power reform concept stocks?

The electric power reform will have an impact on the industry from the following three directions: First, the reform will cause the profitability of fixed assets of power grid companies to decline, and their capital expenditures will decline from In the long run, the probability of being suppressed is relatively high. However, the upward trend of investment in long-distance power transmission and distribution networks is expected to remain unchanged; secondly, the expansion of direct power purchase will benefit low-cost hydropower and efficient thermal power on the power generation side; on the power consumption side, it will benefit some large industrial users and areas with a high proportion of purchased electricity. The power grid; third, the opening of the retail electricity link means that enterprises outside the grid can participate in the sale of electricity. In addition to direct performance contributions, participating companies have also gained home-to-home channels for a large number of users, and the subsequent expansion of value-added services is also worth looking forward to. In terms of investment strategy, we can pay attention to the investment opportunities brought by the electricity transformation sector from four angles. One is high-efficiency thermal power leaders, such as Guodian Electric Power, Huaneng International, Changyuan Electric Power, etc.; second, high-quality hydropower enterprises, such as Yangtze River Electric Power, Guodian Electric Power, etc. Investment Electric Power, Sichuan Investment Energy, Shaoneng Co., Ltd., etc.; third, large power-consuming enterprises, such as Chalco, Yunnan Aluminum Co., Ltd., Zhongfu Industrial, etc.; fourth, listed companies engaged in UHV construction, TBEA, Chint Electrical appliances, Siyuan Electric, etc.