Core stock recommendation in December

China Electric Power

The comprehensive energy group with diversified power generation portfolio under the State Power Investment Corporation has accelerated the transformation of clean energy enterprises, actively arranged energy storage and comprehensive smart energy projects, and the Hong Kong hydropower sector has scarce targets, stable and high dividend distribution and significant valuation advantages.

China Resources Power

Deeply cultivate clean energy and accelerate low-carbon transformation and innovation. In the first half of 2021, the contribution of net profit of renewable energy is as high as 85%. Benefiting from the gradual liberalization of upward floating restrictions on electricity prices and the national policy of stabilizing coal prices, the profit of thermal power is expected to improve.

Zte Corporation(000063)

As the leading global communication network equipment supplier, China's market share has increased rapidly, the international market is progressing smoothly, the cost has been continuously optimized and the profitability has been continuously enhanced. The acceleration of 5g investment by operators promotes the release of the company's performance, which is also conducive to the promotion of the market's attention to the communication sector.

 

- Advertisment -