"SOE Leaders" Dance! China State Construction Engineering Takes Over from China State Power, Hits Daily Limit, Trading Volume Exceeds 10 Billion, "Six Networks" Spawns 7 Trillion Yuan Opportunity, Two Mega-Cap SOE Titans Welcome Value Revaluation Rally

On March 12, China Power Construction surged to the daily limit, with the stock price at 7.19 yuan, up 9.94%. The trading volume reached 12 billion yuan, with a nearly 13% turnover rate. Today, China Power Construction opened high in the morning, briefly dipped, then quickly surged and strengthened, hitting the daily limit around 10 a.m. The overall trend was strong, with a market capitalization of 123.9 billion yuan.

Recently, China Power Construction has performed strongly, forming a clear upward trend with over 30% increase in the past month. As the world’s largest hydropower engineering contractor, China Power Construction’s advantages in infrastructure and new energy sectors are gradually becoming evident, and market recognition of its long-term value is changing.

Market speculation about China Power Construction is based on its leading position in energy infrastructure and its potential for transformation and upgrading. The company not only has absolute advantages in traditional hydropower and thermal power projects but is also accelerating its layout in wind power, photovoltaics, and energy storage, forming a dual-driven model of “engineering construction + investment operation.” With the continuous increase in national investment in clean energy and infrastructure, especially with the launch of the “Six Networks” development plan, China Power Construction, as a key participant in water and power grid construction, is expected to benefit from policy dividends.

Previously, the National Two Sessions released important policy signals to stabilize investment, with related investment exceeding 7 trillion yuan. The National Development and Reform Commission clarified the promotion of the “Six Networks” construction, including water networks, power grids, computing networks, new communication networks, urban underground pipe networks, and logistics networks.

Benefiting from the “Six Networks” construction, another major state-owned enterprise, China Energy Construction, experienced high volatility today, with multiple intraday surges. Since the Spring Festival, China Energy Construction has gained up to 60%, with a market value exceeding 120 billion yuan. It also plays an important role in the “Six Networks” development, especially in infrastructure investment in power and water networks, with unique advantages. Meanwhile, China Energy Construction is transforming from a traditional infrastructure company into an integrated energy solutions provider, expanding into emerging fields such as new energy, energy storage, and coordinated power and computing.

In addition to China Power Construction and China Energy Construction, today China Nuclear Engineering and China Communications Construction also saw significant gains.