Core Viewpoint - The report from Guosheng Securities highlights significant growth in green electricity trading and recommends investment in undervalued green electricity sectors, particularly in Hong Kong stocks and wind power operators [1] Group 1: Green Electricity Trading - From January to July, the trading volume of green electricity increased by 42% year-on-year [1] - The trading of green certificates during the same period rose by 43% year-on-year [1] Group 2: Overall Electricity Market - The overall electricity market trading volume grew by 3.2% year-on-year, accounting for 61% of the total electricity consumption in society [1] Group 3: Investment Recommendations - The report suggests prioritizing investments in undervalued green electricity sectors, specifically recommending companies such as Xintian Green Energy (H), Zhongmin Energy, and Funiu Co., Ltd. [1]
国盛证券:推荐布局低估绿电板块 优先关注低估港股绿电以及风电运营商
Zheng Quan Shi Bao Wang·2025-09-01 00:43