Pānui: Tena koa whakapā mai ki a mātou mō te rārangi utu whakatairanga o ngā peera.

Citic Securities: E matapaetia ana ka eke te wāhi o te umanga pūngao hau ā-rohe me te ao whānui ki te 22.5 piriona yuan /48 piriona yuan i te tau 2025.

I tohu a Citic Securities ko te peera hau, hei wāhanga matua o te mana hau, he āhuatanga o ngā arai hangarau teitei me te uara tāpiri teitei. I te taenga o te mana hau ki te taumata ōrite, e whakaaro ana mātou ka noho tonu te nui o te hua o te umanga mana hau. E kiia ana ka eke te wāhi umanga peera hau ā-rohe me te ao ki te 22.5 piriona yuan /48 piriona yuan i te tau 2025, e rite ana ki te CAGR o te 15%/11% i te tau 2021-2025. I tēnei wā, kei te iti tonu te tere o te rohenga o te taura hau, inā koa ko ngā peera taura MW nui. Ko te tere o te rohenga e kawea mai ana e te pā nui e tumanakohia ana ka kawea mai he painga alpha ki te umanga peera hau.


Wā tuku: Maehe-24-2022