Energy · 1.9

Hydropower

Quantified news impact based on deduplicated, quality-reviewed events in a single 20-day window.

Average net impact+17weighted per event

Average gross impact17absolute weighted average

Events7same period

Confidence75%model average

Raw intensity49before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.4 / day

Concentration24%

Direction disagreement200%

Source independence94%10 sources

IMPACT TREND

20-day effective impact

Positive 6 · Negative 0 · Mixed 1

+190-19

15 Jul0 events

16 Jul0 events

18 Jul0 events

20 Jul0 events

21 Jul0 events

23 Jul0 events

25 Jul0 events

26 Jul2 events

+11

28 Jul4 events

+19

30 Jul1 event

31 Jul0 events

2 Aug0 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term23%27 cumulative effective impact

Medium term20%23 cumulative effective impact

Long term57%67 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 1 · 7 events

Macro6

Macro30 Jul, 15:17positive

China’s ‘Six Networks’ Build-Out Gains Pace, Multi-Network Coordination Bolsters Investment to Expand Domestic

China’s National Development and Reform Commission detailed progress on the 'Six Networks'—water, electricity, computing, communications, urban underground pipelines and logistics—and announced heightened multi-network coordination to boost effective investment and expand domestic demand. In 2026, over RMB7 trillion will be invested in these networks and key areas. During the 15th Five-Year Plan period, investment in new-type power grids and underground pipelines is projected at around RMB5 trillion each, and computing network direct investment will add RMB4 trillion. In the first half, private capital into water network construction exceeded RMB10.8 billion, up 85.8% year-on-year.

Effective: +45
Intensity: 78
Confidence: 85%
Horizon: Long term

Macro28 Jul, 11:40positive

Tax data for H1 2026 confirms economic rebound, clean energy and high-tech show strong growth

Tax data in the first half of 2026 reflected a strengthening economy, with active business entities up 20.2% and tax revenue exceeding 10 trillion yuan, a 4.9% increase. Industrial sales rose 7.1%, and equipment investment surged 9.8%. High-tech and clean energy sectors registered strong growth. Personal income tax rose 13% to become the third-largest tax, with over 100 million taxpayers obtaining refunds exceeding 150 billion yuan. The tax bureau's crackdown on 'invoice economy' caused related invoices to fall 37.7%, and tax content per 100 yuan of invoices rose 13.7%. VAT revenue hit 3.87 trillion yuan, up 6%, as new general taxpayers jumped 25.2%. Smart tax services covered 85% of matters, cutting processing times by 20%; departure tourist refunds soared 366%.

Effective: +25
Intensity: 55
Confidence: 80%
Horizon: Short term

Macro28 Jul, 16:05positive

China to Exempt Energy Lands from Urban Land Use Tax from 2026, Phase Out Previous Reductions

China's Ministry of Finance and State Taxation Administration have adjusted urban land use tax rules for energy and resource enterprises. From September 1, 2026, certain lands used by oil, gas, coal, power, and mining enterprises will be exempt from the tax. Concurrently, from September 1, 2026 to August 31, 2027, lands that previously qualified for tax reductions will be taxed at half the due amount, and from September 1, 2027, full tax will apply, with the old reduction rules being abolished.

Effective: +23
Intensity: 60
Confidence: 85%
Horizon: Medium term

Macro27 Jul, 10:41positive

China's Water Conservancy Investment Reaches 515.1 Billion Yuan in H1; Yangtze-Han River Diversion Accelerates

In the first half of this year, China implemented 33,000 water conservancy projects with total investment of RMB 515.1 billion. Key national water network projects, including the Beibu Gulf Water Resources Allocation and the Guxian Water Control Project on the Yellow River, are being accelerated. The follow-up Yangtze-to-Han River Diversion Project of the South-to-North Water Diversion has deployed eight hard rock tunnel boring machines, with the main tunnel excavation exceeding 31 kilometers.

Effective: +17
Intensity: 50
Confidence: 70%
Horizon: Long term

Macro27 Jul, 07:24positive

China's Total Installed Power Capacity Exceeds 4 Billion Kilowatts, Reaching New Milestone

China's total installed power generation capacity has surpassed 4 billion kilowatts, marking a new milestone for the country's power sector. The achievement reflects continued expansion of generation infrastructure, supporting the nation's growing energy demand and transition toward cleaner sources.

Effective: +8
Intensity: 40
Confidence: 80%
Horizon: Long term

Macro28 Jul, 15:44mixed

Strongest El Niño in 150 Years Forming, Scientist Warns at July 23 Briefing

Berkeley Earth climate scientist Zeke Hausfather warned on July 23 that the strongest El Niño in 150 years is forming. Since June, Pacific sea surface warming and wind patterns have intensified rapidly. Fourteen climate models predict a median peak sea surface temperature 0.8 degrees Celsius higher than the 2015-2016 record. The previous strong El Niño in 1997-1998 caused $5.7 trillion in global economic losses. The short two-year interval since the last event raises questions about whether human-caused climate change is shifting the ENSO cycle.

Effective: 0
Intensity: 50
Confidence: 50%
Horizon: Immediate

Industries0

No evidence on this page.

Companies1

Companies29 Jul, 07:43positive

14 A-Shares in Equity Registration: 13 Pay Dividends, 1 Bonus Issue; Three Firms Propose Payouts

Fourteen A-shares underwent equity registration on July 29, with 13 distributing dividends and one issuing bonus shares. Dizhu Fashion, COSCO Shipping Specialized, and Huaxia Bank led dividend payouts at RMB 4.00, RMB 3.25, and RMB 3.20 per 10 shares, respectively. Chengzhi Shareholding offered a 4-for-10 bonus issue. Separately, Xinzhoubang, Qianyuan Power, and Huadian Power International proposed dividends of RMB 3.0, RMB 1.0, and RMB 0.9 per 10 shares.

Effective: +1
Intensity: 10
Confidence: 75%
Horizon: Short term