Group 1 - The core viewpoint of the article highlights that China Energy Construction (03996) has seen a stock price increase of over 4%, currently trading at 1.19 HKD with a transaction volume of 104 million HKD [1] - The State Grid has announced that during the 14th Five-Year Plan period, the company's fixed asset investment is expected to reach 4 trillion CNY, representing a 40% increase compared to the 13th Five-Year Plan [1] - The company aims to enhance system regulation capabilities, optimize pumped storage station layouts, and support the large-scale development of new energy storage [1] Group 2 - Guotai Junan believes that leading companies in power construction will benefit from these developments [1] - China Energy Construction possesses a range of key core technologies and standards, including ultra-supercritical secondary reheating power generation, large hydropower units, and various energy storage solutions [1] - The company's price-to-book ratio (PB) is at 0.95, which is at the 41st percentile over the past 10 years [1]
中国能源建设盘中涨超4% 国网十五五固投4万亿 机构看好电力建设龙头受益