龙源电力最新股价报16.40元，较前一交易日上涨0.03元。成交量为37748手，成交金额达0.62亿元，总 市值1371.01亿元。 该公司隶属于电力行业，业务涵盖发电、输电及配电领域。作为国内领先的新能源发电企业，龙源电力 持续拓展业务版图。最新动态显示，其全资子公司封开龙源新能源有限公司已在广东封开成立，法定代 表人为钱世庆，主营业务包括发电、输电及配电业务。 资金流向方面，8月4日主力资金净流入316.12万元，近五日累计净流入46.75万元。 风险提示：股市有风险，投资需谨慎。 本文源自：金融界 作者：A股君 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 龍源電力集團股份有限公司（於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 001289 | 說明 | A股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,041,934,164 | RMB | | 1 RMB | | 5,041,934,164 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 5,041,934,164 | RMB | | 1 RMB | | 5,041,934,164 ...

本文源自：金融界 作者：行情君 资料显示，龙源电力集团股份有限公司成立于1993年,当时隶属国家能源部,后历经电力部、国家电力公 司、中国国电集团公司,现隶属于国家能源集团。2009年,在香港主板成功上市,被誉为"中国新能源第一 股"。2022年正式在A股上市,成为国内首单H股新能源发电央企回归A股、首单五大发电集团新能源企业 登陆A股资本市场、首单同步实施换股吸收合并、资产出售和资产购买项目。龙源电力是中国最早开发 风电的专业化公司,率先开拓了我国海上、低风速、高海拔等风电领域,率先实现我国风电"走出去",不断 引领行业发展和技术进步。自2015年以来,持续保持世界第一大风电运营商地位。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 8月4日，上证指数涨0.66%，收报3583.31点，恒生指数涨0.92%，收报24733.45点。 龙源电力AH溢价达157.01%，位居AH股溢价率第十位。当日收盘，龙源电力A股报16.4元，涨幅 0.18%，H股报6.98港元，下跌0.14%。 ...

【龙源电力成立新公司！】国家企业信用信息公示系统显示，7月31日，封开龙源新能源有限公司成 立，注册资本17920万元，法定代表人钱世庆。该公司经营范围为，许可项目：发电业务、输电业务、 供（配）电业务。股东及出资信息显示，该公司由龙源电力集团股份有限公司全资持股。#电力快讯# ...

Core Viewpoint - Longyuan Power has signed a framework agreement for a 353 MW renewable energy project with the government of Tieli City, Heilongjiang Province, focusing on a 300 MW pumped storage project [2] Company Overview - Longyuan Power Group Co., Ltd. is primarily engaged in wind and solar power generation, with its main products being electricity and heat [3] - The company is involved in the design, development, construction, management, and operation of wind farms [3] - As of March 31, Longyuan Power had 4.05 million shareholders, an increase of 14.46% from the previous period [7] Financial Performance - For the period from January to March 2025, Longyuan Power reported revenue of 8.14 billion yuan, a year-on-year decrease of 17.58%, and a net profit attributable to shareholders of 1.90 billion yuan, down 20.54% year-on-year [7] - The company has distributed a total of 4.074 billion yuan in dividends since its A-share listing [8] Market Activity - On August 4, Longyuan Power's stock price increased by 0.18%, with a trading volume of 616.52 million yuan and a market capitalization of 137.10 billion yuan [1] - The stock has seen a net inflow of 1.18 million yuan from major investors today, with a total of 3.22% of the total trading volume attributed to major investors [4] Technical Analysis - The average trading cost of Longyuan Power's shares is 16.73 yuan, with the stock price currently near a resistance level of 16.41 yuan [5]

Investment Rating - The report maintains a "Buy" rating for several companies in the power and gas sectors, including China Power, Huaneng International, and Kunlun Energy, among others [49][51]. Core Insights - The adjustment of capacity prices for coal and gas power plants in Guangdong is expected to improve profitability for gas power plants significantly, with capacity prices increasing by 65% to 296% depending on the type of gas plant [4][10]. - The rapid development of renewable energy installations in Guangdong has increased the reliance on coal power for flexible peak regulation, with renewable energy capacity reaching 59.13 million kW by the end of 2024, accounting for 26.6% of the total installed capacity [9][10]. - The report highlights the geopolitical factors affecting natural gas prices, with European gas prices experiencing a slight increase due to renewed geopolitical tensions, while U.S. gas prices remain stable [13][20]. Summary by Sections 1. Power Sector - Guangdong has raised the capacity price for coal power plants to 165 RMB per kW per year starting January 1, 2026, and for gas power plants, prices will range from 165 to 396 RMB per kW per year starting August 1, 2025 [8][10]. - The increase in capacity prices is expected to provide annual revenue boosts of 1.72 billion RMB for Guangdong Power A and 350 million RMB for Guangzhou Development [11]. 2. Gas Sector - As of August 1, 2025, the Henry Hub spot price is $3.00/mmBtu, while the TTF spot price in Europe is €32.95/MWh, reflecting a week-on-week increase of 2.74% [13][14]. - The report notes that the domestic LNG price is 4388 RMB per ton, showing a week-on-week decrease of 1.06% [32]. 3. Market Review - The gas sector outperformed the Shanghai and Shenzhen 300 index, while the public utility, power, and environmental sectors lagged behind [39]. 4. Company and Industry Dynamics - The National Energy Administration has released guidelines to enhance the management of natural gas pipeline transportation prices, promoting transparency and optimizing resource allocation [37]. - The report discusses the performance of key companies, including Huaneng International and Inner Mongolia Huadian, with varying revenue and profit trends [44].

Investment Rating - The report maintains a "Positive" investment rating for the green electricity industry [8] Core Insights - The price of green certificates has shown a significant recovery, with the trading price for 2025 electricity corresponding to green certificates reaching 6.48 yuan per certificate, a month-on-month increase of 31.99% [2][11] - The issuance of green certificates remains high, with 278 million certificates issued in June, a month-on-month increase of 29.33%, indicating a strong supply [6] - The demand for green electricity is expected to increase due to mandatory assessments for high-energy-consuming industries, which will further support the price recovery of green certificates [2][11] Summary by Sections Green Certificate Issuance and Trading - In June, 278 million green certificates were issued, with 196 million being tradable, accounting for 70.64% of the total [6] - The total number of tradable green certificates issued from January to June 2025 reached 958 million [6] - The average trading price of green certificates in June was 3.40 yuan per certificate, reflecting a month-on-month increase of 24.77% [11] Market Dynamics - The report highlights a potential imbalance in supply and demand for green certificates, with expectations of a decrease in supply due to policy changes [2][11] - The green electricity industry is under long-term pressure from market pricing, but the recovery in green certificate prices is seen as a key catalyst for restoring the narrative of public utilities and growth [2][11] Investment Recommendations - The report suggests focusing on quality transformation power operators such as Huaneng International, Huadian International, and China Power, as well as large hydropower companies like Yangtze Power and Guotou Power [11][15][17] - It also recommends investing in renewable energy companies like Longyuan Power and China Nuclear Power, which are expected to benefit from policy changes and market dynamics [11][17][18]

Group 1 - Longyuan Power Group Co., Ltd. has invested 179.2 million RMB to establish Fengkai Longyuan New Energy Co., Ltd., holding 100% of the shares [1] - Fengkai Longyuan New Energy Co., Ltd. was established on July 31, 2025, with Qian Shiqing as the legal representative [1] - The company is located in Zhaoqing City and operates in the electricity and heat production and supply industry [1] Group 2 - The registered capital of Fengkai Longyuan New Energy Co., Ltd. is 179.2 million RMB [1] - The company is authorized to engage in power generation, transmission, and distribution activities, subject to approval from relevant authorities [1]

截至2025年7月30日15时，龙源电力股价报17.18元，较前一交易日上涨1.90%。当日开盘价为16.90元， 最高触及17.31元，最低下探至16.86元，成交量为7.40万手，成交额达1.27亿元。 龙源电力属于电力行业，业务涵盖风电、光伏等可再生能源的开发与运营。公司是国内领先的新能源发 电企业之一，致力于推动清洁能源发展。 数据显示，7月30日龙源电力主力资金净流入267.89万元。 风险提示：市场有风险，投资需谨慎。 本文源自：金融界 作者：A股君 ...

Core Viewpoint - The A-share electricity sector experienced a short-term surge, with Huaneng International hitting the daily limit, followed by increases in Guodian Power, Longyuan Power, Shanghai Electric, Chuanwei Energy, *ST Baoshi, and Guotou Power [1] Company Summary - Huaneng International reached the daily limit in stock price increase, indicating strong market interest and potential investor confidence [1] - Guodian Power, Longyuan Power, Shanghai Electric, Chuanwei Energy, *ST Baoshi, and Guotou Power also saw significant stock price increases, reflecting a broader positive trend in the electricity sector [1]