Recently, power grid companies across the country announced electricity purchase prices one after another in November 2026, and electricity prices in many places increased markedly. Compared with October 2026, electricity prices have risen to varying degrees in many regions, with the highest increase of 79.86%. Guojin Securities believes that in the context of rising energy prices, the reversal of the bottom of market-based electricity prices continues to be interpreted. If 2026 becomes the bottom of electricity prices, looking ahead to 2027, the electricity revenue side is expected to grow profitably, and profits from various electricity assets will also rise, and the industry is expected to usher in an inflection point. Guosheng Securities believes that electricity price restoration is expected to continue after peak summer, and the month-on-month upward trend continues in most regions where agents buy electricity in September. Follow-up attention will be paid to the restoration of electricity prices and the 2027 Changxie electricity price negotiations.

Zhitongcaijing · 4d ago
Recently, power grid companies across the country announced electricity purchase prices one after another in November 2026, and electricity prices in many places increased markedly. Compared with October 2026, electricity prices have risen to varying degrees in many regions, with the highest increase of 79.86%. Guojin Securities believes that in the context of rising energy prices, the reversal of the bottom of market-based electricity prices continues to be interpreted. If 2026 becomes the bottom of electricity prices, looking ahead to 2027, the electricity revenue side is expected to grow profitably, and profits from various electricity assets will also rise, and the industry is expected to usher in an inflection point. Guosheng Securities believes that electricity price restoration is expected to continue after peak summer, and the month-on-month upward trend continues in most regions where agents buy electricity in September. Follow-up attention will be paid to the restoration of electricity prices and the 2027 Changxie electricity price negotiations.