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CGN New Energy Holdings Co., Ltd. (HK:1811)
:1811
Hong Kong Market
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CGN New Energy Holdings Co., Ltd. (1811) AI Stock Analysis

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HK:1811

CGN New Energy Holdings Co., Ltd.

(1811)

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Neutral 57 (OpenAI - 5.2)
Rating:57Neutral
Price Target:
HK$2.50
▼(-1.19% Downside)
Action:Reiterated
Date:08/06/26
The score is held back primarily by financial risk factors—high leverage and negative free cash flow—along with a generally weak technical setup (below key moving averages and slightly negative MACD). These are partially offset by very attractive valuation metrics (low P/E and strong dividend yield).
Positive Factors
Solid Operating Profitability
Strong EBITDA and net margins provide resilience in a capital-intensive power business. Rising net income despite lower revenue suggests the operating portfolio continues to generate meaningful earnings.
Negative Factors
Persistent Revenue Decline
Several years of declining revenue indicate weaker growth in the existing portfolio or pressure from tariffs, utilization, curtailment, or asset mix. This can limit earnings expansion and reduce funding capacity for new projects.
Read all positive and negative factors
Positive Factors
Negative Factors
Solid Operating Profitability
Strong EBITDA and net margins provide resilience in a capital-intensive power business. Rising net income despite lower revenue suggests the operating portfolio continues to generate meaningful earnings.
Read all positive factors

CGN New Energy Holdings Co., Ltd. (1811) vs. iShares MSCI Hong Kong ETF (EWH)

CGN New Energy Holdings Co., Ltd. Business Overview & Revenue Model

Company Description
CGN New Energy Holdings Co., Ltd., together with its subsidiaries, generates and supplies electricity and steam in the People’s Republic of China and Republic of Korea. The company operates wind, solar, gas-fired, coal-fired, oil-fired, hydro, cog...
How the Company Makes Money
CGN New Energy Holdings Co., Ltd. primarily makes money by investing in and operating renewable power generation assets and selling the electricity those assets produce. Key revenue streams typically include: (1) Electricity sales from operating w...

CGN New Energy Holdings Co., Ltd. Financial Statement Overview

Summary
Profitability is solid (2025 gross margin ~39%, EBITDA margin ~50%, net margin ~16%) and net income rose vs 2024, but this is outweighed by multi-year revenue declines, high leverage (debt-to-equity ~3.5x), and weak cash generation after capex (negative free cash flow in 2024–2025).
Income Statement
72
Positive
Balance Sheet
46
Neutral
Cash Flow
38
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.61B1.70B1.95B2.19B2.43B1.78B
Gross Profit598.33M668.72M1.17B1.17B1.14B948.62M
EBITDA800.13M852.94M872.07M896.23M925.62M745.94M
Net Income194.44M276.28M248.02M267.69M195.15M244.27M
Balance Sheet
Total Assets9.36B9.09B8.72B8.35B8.34B8.73B
Cash, Cash Equivalents and Short-Term Investments249.33M233.10M158.38M301.67M455.00M378.14M
Total Debt5.78B6.55B6.37B5.91B5.93B6.30B
Total Liabilities7.30B7.06B6.96B6.66B6.84B7.24B
Stockholders Equity1.89B1.87B1.62B1.54B1.36B1.37B
Cash Flow
Free Cash Flow73.86M-110.32M-423.80M36.92M279.61M-913.12M
Operating Cash Flow418.73M641.23M502.63M681.55M642.38M346.64M
Investing Cash Flow-360.35M-697.37M-934.73M-611.18M-373.16M-1.28B
Financing Cash Flow-217.53M-49.55M297.02M-212.55M-173.38M906.39M

CGN New Energy Holdings Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2.53
Price Trends
50DMA
2.20
Negative
100DMA
2.37
Negative
200DMA
2.45
Negative
Market Momentum
MACD
-0.02
Negative
RSI
52.50
Neutral
STOCH
65.54
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1811, the sentiment is Positive. The current price of 2.53 is above the 20-day moving average (MA) of 2.13, above the 50-day MA of 2.20, and above the 200-day MA of 2.45, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 52.50 is Neutral, neither overbought nor oversold. The STOCH value of 65.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:1811.

CGN New Energy Holdings Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (66)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
66
Neutral
$17.65B18.105.60%3.62%6.62%11.55%
58
Neutral
HK$27.03B19.147.10%6.88%-6.66%0.97%
57
Neutral
HK$9.29B6.2110.35%5.75%-11.61%-14.58%
54
Neutral
HK$8.33B29.453.02%6.10%-5.89%-85.93%
51
Neutral
HK$108.35B11.074.65%3.32%-10.35%-36.96%
46
Neutral
HK$121.98M-0.2424.82%
42
Neutral
HK$948.59M-0.70-185.82%-46.74%-71.88%
* Utilities Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:1811
CGN New Energy Holdings Co., Ltd.
2.18
-0.31
-12.56%
HK:0916
China Longyuan Power Group
5.45
-2.20
-28.80%
HK:1165
Shunfeng International Clean Energy
0.02
<0.01
4.35%
HK:0451
GCL New Energy Holdings
0.56
-0.33
-37.08%
HK:1798
China Datang Corp. Renewable Power Co. Ltd. Class H
1.12
-1.38
-55.31%
HK:0956
China Suntien Green Energy Corporation Limited Class H
3.35
-0.77
-18.63%

CGN New Energy Holdings Co., Ltd. Corporate Events

CGN New Energy Sets Board Meeting to Approve Interim Results and Consider Dividend
Aug 14, 2026
CGN New Energy Holdings Co., Ltd. has scheduled a board meeting for 26 August 2026 to review and approve the interim results for the six months ended 30 June 2026. The directors will also consider whether to declare an interim dividend for 2026, a...
CGN New Energy Sees July Power Output Decline as Wind and Gas Weaken
Aug 12, 2026
CGN New Energy reported consolidated power generation of 1,635.6GWh in July 2026, down 5.5% year-on-year, with weaker wind speeds in key Chinese regions and lower dispatch from its Hubei gas-fired project driving declines in PRC wind and gas outpu...
CGN New Energy flags sharp interim profit slump on weaker China wind performance
Aug 11, 2026
CGN New Energy Holdings has warned that profit attributable to equity shareholders for the first half of 2026 is expected to fall by about 49.8% year on year. The decline is mainly linked to lower tariffs and reduced power generation from its main...
CGN New Energy’s June Output Slips as Wind Weakens, Solar Surges
Jul 13, 2026
CGN New Energy reported consolidated power generation of 1,331.5 GWh in June 2026, down 5.1% year on year, as weaker wind resources and lower dispatched hydro output outweighed strong solar and gas-fired performance. The group&#8217;s PRC wind gen...
CGN New Energy Output Dips as Wind Slumps, Solar and Hydro Surge in May
Jun 10, 2026
CGN New Energy reported that its consolidated power generation for May 2026 fell 9.5% year-on-year to 1,560.2 GWh, as weaker average wind speeds in key mainland China regions led to a 21.6% drop in wind output and an 8.7% decline in Korean project...
CGN New Energy Shareholders Approve All AGM Resolutions, Renew Capital Mandates
May 28, 2026
CGN New Energy Holdings reported that all resolutions at its 28 May 2026 annual general meeting were approved by shareholders via poll, including the adoption of the 2025 financial statements and the declaration of a final dividend. Investors also...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026