电力概念！4月下旬即将触底反弹的三家“央企黑马”！

Group 1 - The electricity sector is currently seen as a prime investment opportunity, with a significant increase in electricity consumption expected, projected to exceed 9 trillion kilowatt-hours by 2025 [1] - The demand for AI computing power and the rapid development of data centers are contributing to increased electricity consumption, highlighting the importance of the electricity sector in the national economy [1] Group 2 - State-owned enterprises are positioned to capitalize on the evolving electricity demand due to their resource and policy advantages [3] - Three potential companies are identified for investment consideration: - Guodian Power: A core power platform under the State Energy Group, with significant holdings by Central Huijin and China Securities Finance. The company is involved in the "East Data West Computing" project and is expected to increase its installed capacity to over 120 million kilowatts after acquiring assets worth 9.7 billion yuan in 2025, with a high dividend payout ratio of 80% [3] - Sheneng Co.: Focused on the Shanghai market, providing stable electricity and natural gas supply, with a broad operational scope in energy development and management [4] - A third company, currently priced at 5 yuan, has attracted significant investment from Central Huijin and China Securities Finance, totaling 1.78 billion yuan. This company is diversifying its energy portfolio with a mix of thermal, hydro, wind, and biomass power generation, and is expected to see its stock price rise significantly as summer electricity demand peaks [5]