90亿鲸吞3400亿！中国电力回A股借壳平台实锤，10倍行情或不是梦

Group 1 - The A-share market is currently undergoing adjustments, while the electricity sector is experiencing a significant rise, particularly in the context of mergers and acquisitions, which are favored by the market [2][4] - The electricity sector's merger and restructuring activities are expected to be more vigorous this year, with a notable transaction involving a 340 billion yuan giant shelling a 9 billion yuan legend [4][10] - Historical context shows that the last major "snake swallowing elephant" event occurred in 2021, where Longyuan Power returned to A-shares, injecting 168 billion yuan of assets into a 4 billion yuan shell, resulting in a price increase of over 5 times [4][10] Group 2 - The upcoming summer peak in electricity demand is anticipated to trigger a surge in the electricity market, aligning with the seasonal trend of "winter coal and summer electricity" [4][8] - The development of artificial intelligence is projected to double the demand for electricity, with data indicating a 30.9% increase in electricity consumption from internet-based services such as big data and cloud computing in 2024 [5][8] - The central government has emphasized the importance of restructuring state-owned enterprises, which will be a key focus for the year, further supporting the merger and acquisition activities in the electricity sector [8][12] Group 3 - China Power, with total assets of 340 billion yuan and listed in Hong Kong, is seeking to return its hydropower business to A-shares, with the fastest method being a reverse merger [10][11] - The shell company identified for this potential merger is a subsidiary of State Power Investment Corporation, which is also the controlling shareholder of China Power, indicating a straightforward shareholding relationship [11] - China Power has announced plans to integrate its hydropower business and has submitted an asset evaluation report to the State-owned Assets Supervision and Administration Commission, with significant capital inflow indicating potential stock price surges [12]