List of 2023 electricity reform concept stocks

List of 2023 electricity reform concept stocks

List of 2023 electricity reform concept stocks? Definition of power concept stocks: electricity is an energy source driven by electric energy. It is found that in the 1970s of 19, the discovery and application of electric power set off the second industrialization climax. Then let's take a look at the list of 2023 electricity reform concept stocks!

A list of leading shares in electric power reform

Xichang electric power

Power generation and power supply integrated enterprise integrating power plant and power grid. Power enterprises have government franchise rights, and the company has an independent power supply business area, which undertakes more than half of the power load in Liangshan Prefecture and some power supply tasks in xichang satellite launch center, and maintains a monopoly advantage in the power supply in this region.

Langxin technology

In the past decade, IT has moderately focused on public utilities such as electricity and energy, provided leading and efficient end-to-end IT solutions and services, and became a leading technology and service provider in the era of smart grid and new energy. Our customers include State Grid, China Southern Power Grid, local power companies and overseas power companies. Recently, the company issued a major restructuring plan, and selected the acquired Yishiteng Technology into the list of the first batch of Wuxi quasi-unicorn enterprises.

Kelu electronic

The company has a product chain with smart energy as the core, a business operation ecosystem and a financial service system. The main products include intelligent power distribution primary and secondary equipment, intelligent power instrumentation equipment, new energy access equipment, energy storage system equipment, and new energy vehicle charging equipment.

Shenzhen Energy 000027

The company has an installed power generation capacity of 604 10.5 million kilowatts (by the end of10). The main power plants are Shenzhen Mawan Power Plant (1.84 million kilowatts), Guangdong Heyuan Power Plant (1.20 million kilowatts), Shenzhen East Power Plant (1.654,38+0.7 million kilowatts) and Dongguan. While vigorously expanding the main power industry, the company actively develops the energy and environmental protection industry. At present, the daily garbage disposal capacity of the three garbage incineration power plants in Nanshan, Baoan and Yantian in Shenzhen has reached 2,450 tons. After the preparatory projects in Shenzhen and Wuhan are put into production, the daily garbage disposal capacity will reach12,250 tons. The company has initially formed a strategic pattern of comprehensive development based on electricity, energy and environmental protection and other related industries.

Fuling electric power 600452

The company is a power grid enterprise with power supply as its main business, and its business scope is within the administrative division of Fuling District, Chongqing. The company is mainly engaged in power supply, sales, power engineering installation, power materials sales and so on. According to the electricity law, Fuling district can no longer approve a second power supply business organization, thus ensuring the company's market exclusivity and income stability. Based on the future development of Fuling, the company will strive to start construction 1 500 kV substation during the Twelfth Five-Year Plan period, including 3 220 kV substations. 13 years, the company's electricity sales are 21.10.7 billion kwh, 12 years10.705438+0 billion kwh. 14 years, the company's business objectives are: to complete the electricity sales of 2.24 billion kwh; Realized operating income of 654.38+29.8 million yuan.

Jiantou energy 000600

As a regional energy supply enterprise, the company has a large market share in southern Hebei power grid and has certain influence in the region. The holding power generation company under the company is located in Hebei South Power Grid, with concentrated areas. 12 years, the company's three holding power generation companies * * * completed the power generation177 million kwh and the on-grid electricity165.88 million kwh, with an average utilization hour of 58 13 hours, which is higher than the average thermal power level of Hebei southern power grid for 75 hours. 13 in the first half of the year, according to the combined caliber, the company realized the cumulative power generation/kloc-0.0564 million kwh, the on-grid power consumption was 9.888 billion kwh, and the average utilization hours of the units were 27 14 hours. 13 will strive to achieve an operating income of 8.8 billion yuan.

What will be the electricity changing faucet in 2023?

Jixu Electric: The share price of Jixu Electric, the leading stock of the power exchange, has fallen for two consecutive days in the past three days, with a decrease of 4.26%. In 2023, the stock price rose by 0.96%, and the market value was 210.84 billion yuan.

New energy vehicles, the sales volume of new energy vehicles in 14 is 74,763, and the China Automobile Association predicts that it will double in 15. Xuji Electric is a supplier of new energy bus charging and replacing power station equipment.

Zhongheng electric co., ltd.: the leading stock of power exchange. In the past three days, the share price of Zhongheng Electric fell by 2.89%, and the total market value fell by 355 million yuan. The current market value is 4.294 billion yuan. In 2023, the stock price rose by 6.82%.

Digital Source Technology: On April 2 1 day, Digital Source Technology's latest offer was 8.020 yuan, and its share price fell by 6. 1 1% within 3 days, with a P/E ratio of 60.3.

The company developed intelligent charging and replacing equipment and charging operation service platform to provide charging and replacing services for new energy electric vehicles and provide technical support for the new energy charging operation service platform, and became a qualified supplier of State Grid 19.

GCL: The share price of GCL (00 15) 10 rose by 2 1.86% in a few days, and the latest price14./80 yuan/share fell by 1.66%. This year, the increase is 5.92%.

For passenger car power exchange, the company will give full play to its technological advantages, cooperate with all parties in the ecological circle, provide good services, help industrial development and achieve a win-win situation.

Eastcom Peace: According to the opening news on April 2 1 day, the share price of Eastcom Peace rose by 6.88% in five days, and rose by 17.27% this year. The latest price 16.560 yuan, up by 7.46%, with a price-earnings ratio of 80.58.

The business of this subsidiary involves the development, design and investment of charging and replacing facilities for new energy vehicles.

Shandong David: On April 2 1 day, the share price of Shandong David fell by 4.64% within 7 days, with the latest price of 9.480 yuan and price-earnings ratio of 10.65.

Kunshan swope Intelligent Equipment Co., Ltd., a holding subsidiary of the company, provides a series of products for the new energy automobile industry, such as fast automatic power exchange station and super charging pile (DC). Construction, technology development, operation management, technical consultation and service of Internet platform for charging and replacing electric vehicles and big data platform for power batteries. At present, they are mainly engaged in providing automatic power station changing services for customers in the electric vehicle industry.

What are the leading stocks in power reform?

List of electricity reform shares in 2023

Suggestions focus on: Yuneng Holdings (00 1896): The company is the only listed power company with provincial capital holdings in Henan Province. Looking forward to SASAC asset reform. Asset custody of investment group: taking over the asset custody of 14 company under the group will stimulate the performance to some extent, and there is room for imagination for future asset injection. The unit is a leading power company, and the existence of electricity reform in the future is expected to drive the unit to rise.

Five major power groups: Huaneng International (6000 1 1), huadian power international (600027), Datang Power Generation (60 199 1), SDIC Power (600886) and Guodian Power (600795).

Others: Changyuan Electric Power (000966), Anhui Electric Power (000543), Guangdong Electric Power A, Zhejiang Electric Power (600023), Inner Mongolia Huadian (600863), Jingneng Electric Power (600578), Fuling Electric Power (600452) and hubei energy (000883). Chendian International (600969), Guiguan Power (600236), Wenshan Power (600995), Guang 'an Aizhong (600979), Gansu Power Investment (00079 1), Meiyan Jixiang (600868), Ganyuan Power (002039), etc.

List of leading power concept stocks:

1, Lixin energy 00 1258: company highlights: first quarterly report: total assets: 91.20 million yuan, net assets: 2.857 billion yuan, operating income: 734 million yuan, revenue: 0%, operating profit:1.

2. Guangzhou Development 600098: Company Highlights: One of the important local comprehensive energy enterprises in Guangdong Province. Report of the third quarter: total assets: 59.699 billion yuan, net assets: 24.089 billion yuan, operating income: 35.496 billion yuan, revenue: 26.26% year-on-year, operating profit: 65.438+0.308 billion yuan, net profit: 65.438+0.2.1800 million yuan.

3. Xichang Electric Power 600505: Highlights of the company: Xichang comprehensive small hydropower enterprise. Quarterly report: total assets: 4.565 billion yuan, net assets: 65.438+25.2 billion yuan, operating income: 878 million yuan, revenue: 76.65438+0%, operating profit: 49 million yuan, net profit: 38 million yuan, profit: -8.08%, earnings per share:.

4. Tianfu Energy 600509: Highlights of the company: the only listed company of cogeneration, hydropower and thermal power in Xinjiang. Report for the third quarter: total assets: 265.438+0.44 billion yuan, net assets: 5.258 billion yuan, operating income: 546.5438+0.00 billion yuan, revenue: 6.5438+0.782% year-on-year, operating profit:-740 million yuan, net profit:-642 million yuan, and profit.

5. Leshan Electric Power 600644: Highlights of the company: the first electric power joint-stock enterprise in China. Report for the third quarter: total assets: 4.065 billion yuan, net assets: 65.438+0.83 1 billion yuan, operating income: 265.438+0.10.60 billion yuan, revenue: 65.438+0.34%, operating profit: 65.438.

6. Inner Mongolia Huadian 600863: Highlights of the company: giving priority to thermal power generation and heating, taking into account some wind power generation and coal business. Report for the third quarter: total assets: 40.742 billion yuan, net assets: 65.438+07.283 billion yuan, operating income: 65.438+07.237 billion yuan, revenue: 3.027%, operating profit: 22.65438+06 billion yuan, and net profit: 65.438+05.5503.

7. Three Gorges Energy 600905: Highlights of the company: The company has obvious advantages in industry technology and influence, and pays attention to the coordinated development of onshore wind power, photovoltaic power generation and offshore wind power. Quarterly report: total assets: 25,465.438+0.59 billion yuan, net assets: 7,586.5438+0.50 billion yuan, operating income: 65.438+0.74 billion yuan, revenue: 482.7%, operating profit: 7.523 billion yuan and net profit: 66.5438+.

8. Jingyuntong 60 1908: Highlights of the company: the largest photovoltaic equipment manufacturer in China. Quarterly report: total assets: 23.054 billion yuan, net assets:151800 million yuan, operating income: 8.554 billion yuan, revenue: 126. 19%, operating profit:/kloc.