减持后，BlackRock, Inc.最新持好仓数目为281,555,813股，持好仓比例由6.07%下降至5.99%。 格隆汇2月26日丨根据联交所最新权益披露资料显示，2026年2月20日，华能国际电力股份(00902.HK)遭BlackRock, Inc.在场内以每股均价5.5336港元减持好 仓387.6万股，涉资约2144.82万港元。 | 股份代號: | 00902 | | --- | --- | | 上市法國名稱: | 華能國際電力股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 26/01/2026 - 26/02/2026 | | 現格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | --- | --- | --- | --- | --- | --- | --- | | | 股份數目 | 原因 | | | 請參閱上述 * 註 | 有投票權股(日/月/年) * | | | | | | | | 份百分比 | | CS20260225E00356 | BlackR ...

智通财经APP获悉，香港联交所最新资料显示，2月20日，贝莱德减持华能国际电力股份(00902)387.6万股，每股均价5.5336港元，总金额约为2144.82万港 元。减持后最新持股数目约为2.82亿股，最新持股比例为5.99%。 ...

智通财经APP获悉，香港联交所最新资料显示，2月20日，贝莱德减持华能国际电力股份(00902)387.6万 股，每股均价5.5336港元，总金额约为2144.82万港元。减持后最新持股数目约为2.82亿股，最新持股比 例为5.99%。 ...

截至9月30日，华能国际股东户数9.46万，较上期减少1.99%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，华能国际实现营业收入1729.75亿元，同比减少6.19%；归母净利润148.41亿元，同比增长 42.52%。 分红方面，华能国际A股上市后累计派现678.62亿元。近三年，累计派现73.78亿元。 机构持仓方面，截止2025年9月30日，华能国际十大流通股东中，中国证券金融股份有限公司位居第六 大流通股东，持股4.67亿股，持股数量较上期不变。香港中央结算有限公司位居第十大流通股东，持股 1.64亿股，相比上期减少6550.18万股。 2月26日，华能国际盘中上涨2.01%，截至10:01，报7.12元/股，成交2.43亿元，换手率0.31%，总市值 1117.70亿元。 资金流向方面，主力资金净流入1872.63万元，特大单买入4648.70万元，占比19.15%，卖出2924.71万 元，占比12.05%；大单买入5630.33万元，占比23.20%，卖出5481.69万元，占比22.59%。 华能国际今年以来股价跌4.56%，近5个交易日涨2.59%，近20日跌4.30%， ...

中访网数据 华能国际电力股份有限公司于2024年3月22日发布了2023年年度报告。报告显示，公司全年 实现营业收入约2,543亿元人民币，同比增长3.11%；归属于上市公司股东的净利润达到84.46亿元，同 比大幅增长166.7%，业绩表现亮眼。核心决策方面，公司董事会审议通过了2023年度利润分配预案， 拟向全体股东每10股派发现金红利2.1元（含税）。关键数据显示，公司境内电厂全年完成上网电量 4,251.85亿千瓦时，同比增长5.33%；供电煤耗为290.21克/千瓦时，继续保持行业先进水平。影响范围 上，业绩增长主要得益于境内业务单位燃料成本的下降及新能源发电量的稳步提升。公司表示，未来将 继续优化电源结构，加大清洁能源开发力度，推动绿色低碳转型。 ...

"我们提前就接到东北能源监管局的主动提醒，全程通过'绿色通道'办理，材料大幅简化、办理效 率高，实现许可证有效期的无缝衔接。"日前，华能国际电力股份有限公司大连电厂相关负责人表示， 该厂持有的全国首张电力业务许可证，在20年有效期满后，顺利完成延续办理，成为全国首张完成"续 期"的电力业务许可证。标志着我国电力业务许可监管正式迈入"颁发、持有、延续、退出"的全流程、 全周期管理新阶段。 2005年，作为我国电力体制改革明确的一项标志性、基础性管理措施，电力业务许可制度正式落地 实施，首张电力业务许可证落户华能大连电厂。随着各项许可管理制度的深入有效落实，截至2025年年 底，全国发电、输电、供电等各类持有许可证的企业总数已达近2万家，为维护电力市场秩序、保障电 力生产安全以及推动全国统一电力市场建设提供了有力支撑。 东北能源监管局相关人士表示，目前企业申请电力业务许可实现全国范围内同标准、同流程"一网 通办"，审核周期从过去20个工作日压缩至最快1天，申请材料也进一步精简，切实为电力市场经营主体 减负松绑。 ...

Group 1: Solid-State Battery Industry - The global solid-state battery industry is expected to achieve GWh-level mass production by 2027, driven by collaborative innovation in materials, processes, and equipment [5][6][7] - The solid-state battery supply chain is evolving towards a "materials-equipment-manufacturing-application" collaborative innovation model, with key advancements in electrolyte film formation processes impacting ionic conductivity [6][7] - The global solid-state battery equipment market is projected to reach 120 billion yuan by 2026, with significant demand for new equipment such as dry electrode preparation and isostatic pressing [7][8] Group 2: AI Applications and Media Consumption - The 2026 Spring Festival has become a battleground for major AI companies to showcase their technological capabilities, integrating AI deeply into program production and real-time interactions [10][11] - The focus of domestic AI large models has shifted from general capabilities to native agent capabilities, emphasizing task planning and multi-modal technology breakthroughs [10][11] - The gaming sector during the Spring Festival saw a preference for high DAU games, particularly in the MOBA and FPS genres, with Tencent's games dominating the market [11][12] Group 3: Energy Sector and Coal Market - In 2025, the State Grid's total bidding amount reached 89.4 billion yuan, doubling that of 2022 and increasing by 27% compared to 2024, indicating strong growth in the energy sector [14][15] - The coal market experienced unexpected inventory reductions before the Spring Festival, leading to optimistic coal prices post-holiday, supported by favorable supply conditions [16] - The release of the national unified electricity market policy aims to establish a market-oriented mechanism centered on supply and demand, emphasizing sustainability [17][18] Group 4: New Consumption Trends - The 2026 Spring Festival saw a significant increase in travel and consumption, with cross-regional passenger flow expected to reach 9.5 billion, a 5.32% increase from 2025 [19][20] - The beauty sector showed signs of recovery during the off-peak season, with a notable increase in sales, particularly in the makeup category, driven by festive consumption [22][23] - The overall retail and catering sales during the Spring Festival increased by 8.6% compared to the previous year, reflecting a vibrant consumer market [21][22]

Investment Rating - The investment rating for the utility industry is "Positive" (maintained) [1] Core Insights - The report highlights that the total bidding amount for the State Grid in 2025 reached 89.4 billion yuan, which is more than double that of 2022 and represents a 27% increase compared to 2024, indicating a faster growth rate [3][4] - The report emphasizes the expected fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, which is approximately 40% higher than the previous plan, supporting future revenue growth for power equipment companies [4][33] Summary by Sections State Grid Bidding Summary - In 2025, the State Grid's total bidding amount was 89.4 billion yuan, exceeding 2022's amount by over two times and growing by 27% from 2024 [3][12] - The top seven equipment categories by bidding amount included switchgear, transformers, cables and accessories, relay protection, communication network equipment, and reactors, with most categories showing year-on-year increases in bidding amounts [3][12][14] Coal Market Insights - The average operating rate of coal mines from New Year's Day to before the Spring Festival was at a low level compared to the past three years, indicating a tight supply situation [5][33] - The report suggests a positive outlook for coal prices post-holiday due to favorable supply conditions [5][33] Power Market Reforms - The release of the "National Unified Power Market System Implementation Opinions" document is seen as a significant step in power market reform, emphasizing marketization and fairness while ensuring supply security [6][7] - The report recommends several companies for investment, including Guiguan Power, Longyuan Power, and China Resources Power, highlighting their dividend yields and growth potential [7] Equipment Company Performance - Among listed companies, China Xidian, Pinggao Electric, and Siyi Electric ranked as the top three in bidding amounts, with Siyi Electric showing nearly 80% growth compared to 2024 [14][19] - The report indicates that the bidding amounts for transformers and combination electrical devices are expected to grow significantly, with a high concentration of market share among leading companies [19][21][28]

Investment Rating - The investment rating for the utility sector is "Positive" [2] Core Insights - The report highlights the recent issuance of guidelines by the National Development and Reform Commission and the National Energy Administration aimed at establishing a unified national electricity market by 2030, with a target of 70% market-based trading by that year [5] - The European natural gas inventory has dropped to a low level due to extreme cold and supply disruptions, with the average daily net withdrawal in January 2025 reaching a five-year high [5] - The report suggests that the electricity sector is expected to see profit improvement and value reassessment following several rounds of supply-demand tensions [5] Summary by Sections Market Performance - As of February 13, the utility sector declined by 1.2%, underperforming the broader market, with the electricity sector down by 1.13% and the gas sector down by 2.27% [4][12] - The top-performing companies in the electricity sector included Zhongmin Energy and Huaneng International, while Nanshan Energy and Guikang Power saw significant declines [16] Electricity Industry Data Tracking - The price of thermal coal at Qinhuangdao Port increased by 19 CNY/ton week-on-week, reaching 712 CNY/ton as of February 13 [4][21] - Coal inventory at Qinhuangdao Port decreased to 5.45 million tons, down by 180,000 tons week-on-week [28] - Daily coal consumption in inland provinces was 3.148 million tons, down by 609,000 tons/day, with a usable days increase to 28.38 days [30] Natural Gas Industry Data Tracking - The LNG ex-factory price index in Shanghai was 3,759 CNY/ton, down 15.03% year-on-year and 5.20% week-on-week [56] - The EU natural gas supply for week 5 of 2026 was 6.19 billion cubic meters, up 13.4% year-on-year [62] - The average daily consumption of natural gas in the EU was estimated at 11.33 billion cubic meters, up 26.0% year-on-year [5] Key Industry News - The report discusses the establishment of a national electricity market system with specific reform tasks outlined for achieving a fully market-based electricity resource allocation by 2035 [5] - The report notes that the European natural gas inventory has fallen to 50.36%, significantly below the average levels of previous years, raising concerns about potential shortages [5] Investment Recommendations - For the electricity sector, the report recommends focusing on leading coal power companies such as Guodian Power and Huaneng International, as well as regional leaders in tight supply areas [5] - In the natural gas sector, companies with low-cost long-term gas sources and receiving station assets are expected to benefit from market conditions [5]

Group 1 - Huaneng International Power Co., Ltd. has obtained a patent for "A Dual Electrode of Molten Carbonate Fuel Cell and Its Preparation Method and Application," with authorization announcement number CN115692733B, applied on November 2022 [1] - Huaneng International Power Co., Ltd. was established in 1994, located in Baoding, primarily engaged in electricity and heat production and supply, with a registered capital of 15,698.09 million RMB [1] - The company has invested in 210 enterprises, participated in 4,601 bidding projects, holds 46 trademark records, 1,655 patent records, and has 27 administrative licenses [1] Group 2 - China Huaneng Group Clean Energy Technology Research Institute Co., Ltd. was established in 2010, located in Beijing, focusing on research and experimental development, with a registered capital of 1,337.57 million RMB [1] - The research institute has invested in 12 enterprises, participated in 4,536 bidding projects, holds 65 trademark records, 5,000 patent records, and has 14 administrative licenses [1] - Huaneng Group Technology Innovation Center Co., Ltd. was established in 2008, located in Baoding, primarily engaged in research and experimental development, with a registered capital of 100 million RMB [2] - The technology innovation center has invested in 4 enterprises, participated in 3 bidding projects, holds 2 administrative licenses, and has 2,788 patent records [2]