GTJA released a research report stating that the acceleration of supporting power grid construction is expected to ease the pressure of new energy consumption. It maintains a "shareholding" rating and seizes the opportunity of energy transformation, with the catalysis of overlapping power system reform expectations, to grasp the dual mainline of growth and value. (1) Thermal power: selection of targeted products with certainty. (2) Hydropower: grasp the value attribute of major hydropower. (3) Nuclear power: future growth space opens, and the long-term implied ROI is worth attention. (4) New energy: selection of endogenous high-growth stocks.
国泰君安：能源转型机遇期、叠加电改预期催化 把握成长与价值双重主线
Gtja: seize the dual main lines of growth and value during the energy transformation opportunity and the catalysis of superimposed electricity reform expectations.
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