2026-01-13 08:26:10

Recently, there have been quite a few voices in the water and electricity sector. China Yangtze Power's recently released 2025 performance report has attracted attention — net profit reached 34.167 billion yuan, an increase of 1.671 billion yuan compared to the previous year, with a growth rate of 5.14%. Earnings per share also increased to 1.3964 yuan/share.

The numbers look good, but the stock price performance is quite interesting. According to conventional logic, with performance growth and stable dividends (dividend growth rate about three percentage points), even if the valuation remains unchanged, the stock price should theoretically rise by about 9%. What is the reality? In 2025, the stock price actually fell by 5%.

What does this mean? The valuation has been pushed down. Compared to the end of 2024, this current price is indeed much cheaper.

Many people hold the logic that water and electricity stocks are very straightforward — when the economy experiences extreme fluctuations or liquidity tightness, utility stocks with stable cash flows like water and electricity can provide certain returns. Instead of leaving funds idle in banks earning interest, it’s better to allocate some defensive assets. From this perspective, the current valuation level might actually offer a better entry opportunity.

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BlockchainNewbie

· 3h ago

Performance rises, stock price falls? This logic is really amazing, it indicates that there is some market trickery. Wait, isn't this a typical valuation kill? Changjiang Electric Power, a cash cow, is being forcibly knocked down. I don't think it's a real decline but an opportunity. Oh my, luckily I didn't chase the high. Now getting in feels really good. This wave of decline in Changdian is a bit ridiculous, the performance is clearly growing normally. Hydropower is like this, a blessing for those who enjoy dividends. The calculation is starting again, buying the dip at low prices to defend assets. It's hard to hold on, clearly making money but the stock price is cooling off. This is why I like hydropower—businesses that get more attractive the more they fall. The valuation kill is so fierce, it's time to consider taking action. At this price, Changjiang Electric Power doesn't deserve to be called a junk stock.

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OnChainArchaeologist

· 5h ago

Performance increases, dividends rise, stock prices actually fall—this logic is really absurd --- Honestly, Changdian has a bit of an unfair advantage this time; the data clearly shows positive signals --- Hmm... Now those bottom-fishing hydropower stocks are treating them like bonds --- Defensive assets sound good, but I’m just worried there might be more surprises ahead --- A 5% drop to buy cheaper chips, not a bad deal --- This is incredible—good news actually causes selling pressure. What is the market doing? --- Changdian’s valuation is indeed cheap now, but I’ll still wait and see --- Why have hydropower stocks been so strong since the beginning of the year? It feels like they’ve all been hammered down --- Stable dividends are stable, but it all depends on where the economy is headed --- Wait a minute, could there be more tricks behind this stock price decline?

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DoomCanister

· 5h ago

Net profit up 5%, stock price down 5%, this price difference is quite significant. What are the funds fleeing from? Or are they waiting for a cheaper entry point? The valuation of China Yangtze Power... really looks like a trap.

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BlockDetective

· 5h ago

Performance increases dividends too, but the stock price actually falls? This valuation cut is really harsh. --- China Yangtze Power's net profit is 34.1 billion yuan. This number is attractive across the entire A-share market, so why is it still being hammered? --- Another miracle script where good performance leads to a drop... Feels like the whole market is acting out a counterplay. --- Defensive assets? Nonsense, these days nothing is truly defensive haha. --- Just a 5% drop and it's called cheap? I think we need another round before it's considered the bottom. --- Hydropower is indeed stable, but the question is, who still believes in the "certainty" narrative? --- Net profit growth of 5% but the stock still drops 5%, a reverse critical hit, right? --- The price drop caused by China Yangtze Power, is it a bottom-fishing or a knife-edge? How to gauge this balance?

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CountdownToBroke

· 5h ago

Earnings rise, stock price falls. Whether this buy or sell is worthwhile depends on the follow-up. --- The recent move by China Yangtze Power is a bit outrageous. Profits are growing, yet the stock price is still falling. Valuation is still a bargain or a trap—be careful. --- I'm tired of the defensive assets argument. The problem is, when will they truly provide protection? --- A 5% decline is indeed cheap, but I want to know why the market is so unresponsive. --- It's both stable cash flow and defensive assets. They sound good, so why are they still being hammered down? --- The dividend from China Yangtze Power is indeed attractive, but who cares when the stock price is going down? --- Valuation bargain? Or a liquidity trap? This position is indeed quite interesting. --- Profit growth of 5% is sluggish; no wonder the stock is trading at a discount. --- Instead of worrying about whether to buy or not, it's better to first understand why no one is taking the offer.

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NFTArchaeologist

· 5h ago

Performance rises, stock price falls? This is the signal for catching the dip --- Yangtze Power is cheap again, perfect for bottom fishing during liquidity crunches for defensive assets --- Wait, net profit over 34 billion and still down 5%? Is the market crazy or is there a conspiracy? --- This is why I hold onto hydropower stocks tightly; the more they fall, the more I buy --- Dividend growth plus stable cash flow—aren't cheap stocks a great thing? --- I don't understand, why are good companies still getting hammered? --- Defensive assets should be like this; when they fall, it's actually an opportunity --- What does it mean when valuation is suppressed? The smart hunters' time has come --- Yangtze Power's 34.1 billion profit still falling and stock price too? I believe it—that's a bottom signal --- Really, instead of lying in the bank, why not hold some hydropower? Stable dividends year after year—doesn't that sound good? --- Once again witnessing valuation slaughter, but I only look at cash flow --- Performance steady, profits rising, yet stock price drops—who dares not to jump in on this dip? --- The charm of defensive assets is right here; there’s logic in both rises and falls

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