Market Reaction: On December 17, share prices of several Chinese utilities declined following conservative guidance from the National Energy Administration (NEA) for 2026, which included cautious targets for new wind and solar capacity.
Citi Research Insights: Citi Research suggested that the NEA's forecast for wind and solar power capacity exceeding 200GW in the coming year may be underestimated, predicting increased capital expenditure for hydropower and nuclear projects to meet emission reduction goals.
Stock Ratings: Citi Research maintained a "Buy" rating for GOLDWIND, while Daiwa expressed that the recent price rally for GOLDWIND may be a temporary fluctuation.
Short Selling Activity: There was notable short selling activity in various stocks, including TONGWEI and DONGFANG ELEC, indicating market skepticism about their performance.
Wall Street analysts forecast 01072 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01072 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast 01072 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01072 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
0 Sell
Current: 24.780
Low
Averages
High
Current: 24.780
Low
Averages
High
Citi
Citi Research
maintain
Al Analysis
2025-12-17
Reason
Citi
Citi Research
Price Target
Al Analysis
2025-12-17
maintain
Reason
The analyst rating from Citi Research is based on the expectation that the National Energy Administration's conservative guidance for 2026, which includes cautious targets for new wind and solar capacity, may be underestimated. The broker believes that the forecast of 'wind and solar power installed capacity exceeding 200GW' for the next year could be too low. Additionally, Citi Research anticipates an increase in capital expenditure for hydropower and nuclear power projects during the 15th Five-Year Plan to meet emission reduction targets. This positive outlook on future capacity and investment led to the reaffirmation of a Buy rating for GOLDWIND and other companies in the sector.
UBS
UBS
Neutral
to
Buy
maintain
$5
2025-10-27
Reason
UBS
UBS
Price Target
$5
2025-10-27
maintain
Neutral
to
Buy
Reason
The analyst rating from UBS is based on a more optimistic outlook for China's electricity market demand, with a forecast of 8% growth in power demand from 2028 to 2030, which is double the previous estimate. The report highlights that structural drivers such as AI data centers, exports, and electrification are expected to have a significantly greater impact on demand than initially anticipated. This positive outlook has led UBS to upgrade its ratings on several stocks, indicating confidence in their potential for growth in the evolving market.
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Citi
NULL
to
Buy
upgrade
$20 -> $22
2025-10-17
Reason
Citi
Price Target
$20 -> $22
2025-10-17
upgrade
NULL
to
Buy
Reason
The analyst rating for DONGFANG ELEC was influenced by several factors: higher earnings growth potential, greater profit contribution from its nuclear power business, and a more comprehensive nuclear product line compared to SH ELECTRIC. As a result, Citi lifted DONGFANG ELEC's target price from HKD20 to HKD22 and assigned it a rating of "Buy." SH ELECTRIC also received a "Buy" rating, but with a lower target price of HKD4.2.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
