According to the Zhitong Finance APP, the rise in electric power stocks expanded in the afternoon, as of the time of writing, huadian power international corporation (01071) rose by 4.35%, trading at 3.6 HKD; cgn power (01816) rose by 3.86%, trading at 2.69 HKD; datang international power generation (00991) rose by 2.14%, trading at 1.43 HKD; huaneng power international, inc. (00902) rose by 1.74%, trading at 4.1 HKD.

In the news, it has been recently reported that the National Energy Administration has organized and coordinated the China Electricity Council along with several organizations to jointly issue the "Blueprint for the Development of a National Unified Electricity Market". It has been clarified that by 2025, a preliminary national unified electricity market will be established, and the top-level design of the electric power market will be basically improved. Additionally, guangdong has released a trading plan for the electric power market in 2025 to promote the stable development of the power market.

Guosheng Securities pointed out that guangdong's release of the trading plan for the 2025 electric power market has imposed certain constraints on the previous chaos in electricity trading, balancing market fluctuations. The market need not worry excessively about "reducing electricity prices"; as the construction of the electric power market improves, it will ultimately form an electricity price that reflects the real commodity value of electricity based on comprehensive cost considerations. Furthermore, we believe that regional differentiation will further manifest, and it is still recommended to pay attention to areas where electricity supply and demand are tight and electricity price risks are low. Additionally, it is advised to pay attention to investment opportunities in wind power within the new energy fund.