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<Research>UBS Lifts CN Power Demand Forecast for 2028-30, Prefers HARBIN ELECTRIC/ CGN POWER
Recommend 26 Positive 46 Negative 27 |
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More upbeat about China's electricity market demand, UBS has released a report forecasting an 8% growth in China's power demand in 2028-30, which is double the previous forecast. Although the broker has already identified AI data centers, exports, and electrification as structural drivers, it expects them to have a significantly greater impact than originally anticipated. UBS' top picks are HARBIN ELECTRIC (01133.HK) and CGN POWER (01816.HK). It also favors DONGFANG ELEC (01072.HK) and GOLDWIND (02208.HK). Stock | Investment Rating | Target Price GOLDWIND (02208.HK) | Buy | HKD15.5 → HKD25 DHI (002487.SZ) | Neutral → Buy | RMB29 → RMB70 YINGLIU (603308.SH) | Buy | RMB40.1 → RMB55 SIEYUAN ELEC (002028.SZ) | Buy | RMB93 → RMB170 HARBIN ELECTRIC (01133.HK) | Buy | HKD18 → HKD25.5 DONGFANG ELEC (01072.HK) | Buy | HKD23.6 → HKD32.9 CGN POWER (01816.HK) | Neutral → Buy | HKD3.4 → HKD5 AAStocks Financial News |
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