Guoxin Securities releases a research report on Nanwang Energy Storage, with a 49.9% increase in performance; pumped-storage projects are ramping up with intensive production, and new energy storage is poised to accelerate—strong growth momentum.

Everyday AI Express, Guosen Securities released a research report on April 7th stating that they rate China Southern Power Grid Energy Storage (600995.SH, latest price: 13.2 yuan) as “Better than the Market.” The reasons for the rating mainly include: 1) Increased water inflow and Meixu spot income leading to a 33% increase in net profit attributable to the parent company in the first half of the year; 2) orderly construction of units, with a period of intensive commissioning approaching; 3) scaled development of new energy storage, which is expected to open growth space; 4) expanding technical service business to create a second growth curve; 5) dividend of 0.12 yuan per share in 2025, with a proposed dividend payout ratio of no less than 32% for the first half of 2026. Risk warnings: water inflow below expectations, project construction progress slower than expected, and electricity prices decreasing.

Everyday Headlines (nbdtoutiao)—Major U.S. data released, and the Federal Reserve’s rate cut this year is in doubt! Will they turn to rate hikes? Goldman Sachs provides four reasons: “The likelihood is very small.”

(Reporter Zeng Jianhui)

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