绿色动力所属申万行业为：环保-环境治理-固废治理。所属概念板块包括：固废处理、垃圾发电、医废 处理、生物质能、节能环保等。 截至9月30日，绿色动力股东户数3.51万，较上期减少3.50%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，绿色动力实现营业收入25.82亿元，同比增长1.49%；归母净利润6.26亿元，同比增长 24.39%。 分红方面，绿色动力A股上市后累计派现15.84亿元。近三年，累计派现9.34亿元。 机构持仓方面，截止2025年9月30日，绿色动力十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股520.90万股，相比上期减少541.22万股。南方产业智选股票A（003956）退出十大流通股 东之列。 2月24日，绿色动力盘中上涨2.00%，截至10:40，报7.13元/股，成交2428.26万元，换手率0.35%，总市 值102.00亿元。 资金流向方面，主力资金净流入178.09万元，特大单买入228.87万元，占比9.43%，卖出0.00元，占比 0.00%；大单买入390.31万元，占比16.07%，卖出441.08万元，占比18.16%。 绿色动力今 ...

以港交所行业分类进行统计，南向资金持股比例超20%的个股主要集中在医疗保健业、工业、金融业等 行业，分别有58只、40只、35只个股。（数据宝） 南向资金持有比例较高的港股 | | | | 占已发行 | | | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 持股量 | 股份比例 | 收盘价 | 日涨跌幅 | 行业 | | | | （万股） | | （港元） | （%） | | | | | | （%） | | | | | 00728 | 中国电信 | 989103.56 | 71.26 | 4.890 | -0.20 | 电讯业 | | 01341 | 昊天国际建投 | 785498.40 | 70.78 | 0.072 | -2.70 | 工业 | | 01330 | 绿色动力环保 | 27815.40 | 68.78 | 5.390 | -0.92 | 工业 | | 03033 | 南方恒生科技 | 1017387.04 | 68.23 | 5.240 | -1.04 | | | 01065 | 天津创业环保股份 | 22773.81 | ...

Group 1 - The top three companies by Hong Kong Stock Connect holding ratio are Haotian International Investment (71.36%), China Telecom (71.32%), and Green Power Environmental (68.88%) [1][2] - Tencent Holdings, Xiaomi Group-W, and Meituan-W have seen the largest increases in holding amounts over the last five trading days, with increases of +1.391 billion, +983 million, and +931 million respectively [1][2] - The companies with the largest decreases in holding amounts over the last five trading days include WuXi Biologics (-481 million), Zijin Mining (-447 million), and Southern Hengsheng Technology (-344 million) [1][4] Group 2 - The latest holding ratios for the top 20 companies in Hong Kong Stock Connect show Haotian International Investment with 7.919 billion shares, China Telecom with 9.900 billion shares, and Green Power Environmental with 0.279 billion shares [2] - The top 10 companies with the largest increases in holding amounts over the last five trading days include China Petroleum & Chemical Corporation (+315 million) and Zhaoyi Innovation (+309 million) [2][4] - The top 10 companies with the largest decreases in holding amounts include Pop Mart (-294 million) and SenseTime-W (-277 million) [4]

Core Insights - The overall shareholding ratio of southbound funds in Hong Kong Stock Connect stocks is 19.62%, with 256 stocks having a shareholding ratio exceeding 20% [1] - Southbound funds have become significant participants in the Hong Kong stock market, holding a total of 5021.32 million shares valued at 65711.64 billion HKD, representing 14.94% of the total market capitalization of the targeted stocks [1] Group 1: Shareholding Distribution - 256 stocks have a southbound fund shareholding ratio exceeding 20%, while 137 stocks are in the 10%-20% range, 91 stocks in the 5%-10% range, 80 stocks in the 1%-5% range, and 21 stocks below 1% [1] - The stock with the highest southbound fund shareholding is China Telecom, with 99.00 million shares, accounting for 71.33% of the issued shares [2] - Other notable stocks with high southbound fund holdings include Haotian International Investment at 69.79% and Green Power Environmental at 68.88% [2] Group 2: Industry Concentration - Southbound fund holdings exceeding 20% are primarily concentrated in the healthcare, industrial, and financial sectors, with 58, 40, and 35 stocks respectively [2] - A total of 136 AH concept stocks are among those with over 20% southbound fund holdings, making up 53.13% of that group [1] - In the 10%-20% holding category, AH stocks account for 20.44% [1]

智通财经APP获悉，根据2026年2月12日披露数据，中国电信（00728）、昊天国际建投（01341）、绿 色动力环保（01330）位居港股通持股比例前3位，分别为71.33%、69.79%、68.88%。此外，腾讯控股 （00700）、阿里巴巴－W（09988）、南方恆生科技（03033）在最近有统计数据的5个交易日内，持股 额增幅最大，分别为+99.96亿元、+34.58亿元、+24.12亿元;中国平安（02318）、山东黄金（01787）、 招金矿业（01818）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-5.71亿元、-5.66亿 元、-4.04亿元。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 99.00亿股 | 71.33% | | 昊天国际建投(01341) | 77.44亿股 | 69.79% | | 绿色动力环保(01330) | 2.79亿股 | 68.88% | | 南方恆生科技(03033) | 101.67亿 ...

公司状况 公司于2026年1月20日董事会审议通过以1.29亿元收购河南新密市通用新能90%股权，该项目设计日处 理垃圾1000吨，旨在强化区域协同。此外，股权激励计划设定了2026-2028年扣非归母净利润考核目标 (不低于7.11/7.42/7.73亿元)，叠加2025年供热量同比增长112%及财务费用下降17%，市场关注其长期业 绩兑现潜力。 以上内容基于公开资料整理，不构成投资建议。 经济观察网绿色动力（601330）环保(601330/01330.HK)近期关注事件：公司发行的"绿动转债"将于 2026年2月25日支付利息，票面利率1.50%。此外，公司以1.29亿元收购河南新密市通用新能90%股权， 并设定了2026-2028年股权激励的扣非归母净利润考核目标。 近期事件 截至2026年2月12日，绿色动力环保股票有以下即将发生的事件值得关注：公司发行的"绿动转债"(代码 113054)将于2026年2月25日支付自2025年2月25日至2026年2月24日期间的利息。本期票面利率为1.50% (含税)，即每张面值100元的可转债派发利息1.50元。这是该转债第四年付息，涉及尚未转债的余额约 23 ...

智通财经APP获悉，根据2026年2月9日披露数据，中国电信（00728）、绿色动力环保（01330）、昊天 国际建投（01341）位居港股通持股比例前3位，分别为71.54%、68.88%、68.17%。此外，腾讯控股 （00700）、南方恆生科技（03033）、中国人寿（02628）在最近有统计数据的5个交易日内，持股额增 幅最大，分别为+97.79亿元、+30.55亿元、+19.73亿元;中芯国际（00981）、华虹半导体（01347）、长 飞光纤光缆（06869）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-26.26亿元、-6.30亿 元、-6.10亿元。 具体数据如下（交易所数据根据T+2日结算）： 3、港股通最近5个交易日减持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 中芯国际(00981) | -26.26亿元 | -3733.04万股 | | 华虹半导体(01347) | -6.30亿元 | -614.49万股 | | 长飞光纤光缆(06869) | -6.10亿元 | -582.17万股 | | 中国平安(0231 ...

Investment Rating - The report maintains a positive outlook on the carbon trading market and related sectors, indicating a favorable investment environment for companies involved in power generation and environmental protection [2][9]. Core Insights - The carbon market in China is expanding, with a cumulative trading volume of 865 million tons and a total transaction value of 57.663 billion yuan as of December 31, 2025. The trading volume for the year increased by approximately 24% year-on-year, although the average transaction price fell by 19.23% to 62.36 yuan per ton [2][6]. - The report highlights the government's commitment to carbon reduction, transitioning from energy control to carbon control, which is expected to create investment opportunities in the environmental sector [9]. - Natural gas prices have decreased due to a combination of supply-demand dynamics and seasonal factors, with significant price drops observed in various markets, including a 39.20% decrease in the Henry Hub spot price [2][12]. Summary by Sections 1. Power Sector - The carbon trading market is projected to continue expanding, with key emission units increasing awareness of carbon reduction. The number of units under management reached 3,378, with significant representation from the power, steel, cement, and aluminum industries [2][6]. - Recommendations for investment include companies with stable revenue sources such as Guodian Power, Inner Mongolia Huadian, and China Huaneng, which benefit from diversified income streams [9][11]. 2. Natural Gas Sector - Natural gas prices have seen a significant decline, with the Henry Hub spot price at $4.37/mmBtu, reflecting a 39.20% week-on-week drop. The report notes that the supply-demand balance is improving, contributing to this price decrease [2][12]. - Investment recommendations include companies like Kunlun Energy and New Hope Energy, which are expected to benefit from lower upstream resource costs and improved sales volumes [34][35]. 3. Market Performance Review - The report indicates that the power equipment and gas sectors outperformed the broader market during the review period from February 2 to February 6, 2026 [37]. 4. Company and Industry Dynamics - Recent regulatory updates include the National Development and Reform Commission's notification on improving the capacity pricing mechanism for coal and gas power generation, which aims to enhance revenue recovery for power plants [39][40]. - Key company announcements include performance forecasts from major players like Datang Power and Shanghai Electric, indicating significant year-on-year profit growth [41]. 5. Valuation Tables - The report provides valuation metrics for key companies in the utility sector, with several companies rated as "Buy," indicating strong growth potential and favorable market conditions [43][44].

Group 1 - The top three companies by Hong Kong Stock Connect holding ratio are China Telecom (00728) at 71.46%, Green Power Environmental (01330) at 68.82%, and Haotian International Construction Investment (01341) at 68.17% [1] - The latest holding ratio rankings for the top 20 companies show significant ownership levels, with China Telecom leading at 99.18 billion shares [1] - The recent five trading days saw Tencent Holdings (00700) increase its holding by 51.95 billion, Southbound Hang Seng Technology (03033) by 17.79 billion, and Xiaomi Group-W (01810) by 15.84 billion [1] Group 2 - The top three companies with the largest decrease in holdings over the last five trading days are Yingfu Fund (02800) with a decrease of 35.48 billion, SMIC (00981) with a decrease of 23.60 billion, and Zhaojin Mining Industry (01818) with a decrease of 6.58 billion [3] - Other notable companies in the reduction list include Huahong Semiconductor (01347) with a decrease of 6.56 billion and CSPC Pharmaceutical Group (01093) with a decrease of 5.59 billion [3] - The data reflects significant trading activity and shifts in investor sentiment within the Hong Kong stock market [2]

智通财经APP讯，绿色动力环保(01330)发布公告，绿色动力环保集团股份有限公司于2022年2月25日发 行的可转换公司债券将于2026年2月25日开始支付自2025年2月25日至2026年2月24日期间的利息。根据 公司《募集说明书》的约定，本次付息为绿动转债第四年付息，本计息年度票面利率为1.50%(含税)， 即每张面值100元的可转债派发利息为1.50元人民币(含税)。 ...