智通财经APP获悉，4月16日晚间，中国电力国际发展有限公司(02380)公布重大资产重组方案，进一步 明确了重组交易方案各项细节。 根据公告披露，拟开展交易1：中国电力、湘投国际分别向远达环保出售五凌电力63%股权、五凌电力 37%股权，总代价为246.67亿元，将由远达环保以代价股份及现金进行支付；交易2：广西公司(中国电 力全资子公司)向远达环保出售长洲水电64.93%股权，代价为30.68亿元，将由远达环保以代价股份及现 金进行支付。远达环保发行代价股份的价格为6.55元/股。 交易完成后，中国电力将成为远达环保的控股股东。预计远达环保股东结构为：中国电力55.13%，国 家电投直接持股7.8%(后续将委托中国电力)，湘投国际27.04%，公众股东10.03%。 搭建有利资本架构，有效激发资本市场动能 本次重组交易完成后，中国电力持有远达环保股权比例高达55.13%，根据公告披露的国家电投相关承 诺文件，国家电投直接持有的7.8%股权也将委托中国电力管理，并确保中国电力对远达环保的长期控 股。笔者认为，重组完成后，中国电力能够充分利用港股监管灵活性、A股的高估值和高流动性等优 势，充分发挥资本市场功能 ...

A股继续调整！ 而且这场还是3400亿巨头借壳90亿传奇黑马！ 上一次蛇吞象的行情还是2021年的龙源电力回归A股，借壳平庄能源上市，当初是1680亿元资产注入到 40亿元的盘子中，平装嫩有涨了超5倍的行情。 因此，这次3400亿元借壳90亿元，又是一次蛇吞象的行情，10倍行情并非不可能！ 为什么这么说呢？原因有三点： 电力板块逆势大涨！ 而电力+并购是市场最喜欢炒作的！ 每年4月开始电力都是必炒的！ 从21年至24年电力+并购都是满屏涨停、满屏的连板、都是短期一倍两倍的往上冲。 今年可能会更猛！ 电力板块并购重组的大戏即将开幕！这次是电力国家队！ 数据显示，2024年，以互联网技术为基础的大数据、云存储、云计算、人工智能等互联网数据服务用电 量增长30.9%。 第三点，开年高层即提"以央企重组整合为抓手 继续开展新公司组建、加大力度推进战略性重组"，重 组仍是今年的重要工作任务。 首先，"冬炒煤夏炒电"，夏季用电高峰即将来临，用电高峰伴随的是电力行情启动。 其次，随着人工智能的发展，对电力的需求将会出现翻倍式增长。都说AI的尽头是算力，算力的尽头 是电力。 可以预见的是，电力领域的并购重组行情或比其他行业更 ...

重磅消息！电力板块即将上演一场并购重组的史诗级大戏！ 这场大戏的主角之一竟是市值高达3400亿的电力巨头，而它或将借壳一家仅90亿市值的传奇"黑马"企 业！想象一下，50倍的暴涨行情或许不再只是梦想！ 为何如此笃定？且听我细细道来三大关键逻辑！ 第一重逻辑，季节性风口已至！"冬炒煤炭夏炒电"的市场铁律即将兑现，随着夏季用电高峰的逼近，电 力板块的行情热浪正蓄势待发！ 第二重逻辑，AI算力的终极掣肘竟是电力！以阿里云为例，其服务器集群一天的耗电量相当于杭州全 城用电量的1/8，这个数字足以说明电力需求对AI发展的决定性作用！当AI浪潮席卷全球，电力板块的 价值重估已成必然！ 第三重逻辑，政策东风强劲来袭！高层开年即定调"深化国央企战略性重组"，这一战略部署不仅是经济 高质量发展的核心引擎，更将催生电力行业并购重组的超级风口！在政策红利与行业变革的双重驱动 下，电力板块的爆发力或将远超市场预期！ 特别值得关注的是，这家市值3400亿的电力巨头，因特殊原因短期内无法独立上市，极有可能成为本轮 借壳潮的"第一股"！其爆发潜力或将创造新的历史纪录！ 经过深度筛选，3家低市值潜力企业已浮现水面，它们或将成为这场资本盛宴的 ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [6]. Core Views - The company achieved a revenue of 54.213 billion RMB in 2024, representing a year-on-year growth of 22.48%. The profit attributable to equity holders was 3.862 billion RMB, up 25.20% year-on-year [1]. - The company's thermal power segment showed stable improvement, with a net profit of 1.557 billion RMB, a year-on-year increase of 18.37%. The hydropower segment turned profitable with a net profit of 0.515 billion RMB, while the wind and solar segments reported net profits of 3.183 billion RMB and 1.721 billion RMB, growing 2.14% and 14.43% respectively [2]. - The company's installed capacity reached 49.3909 million kW by the end of 2024, an increase of 4.3721 million kW or 9.71% year-on-year. Clean energy capacity accounted for 80.12% of total capacity, with significant growth in wind and solar electricity sales [3]. - The company announced a total dividend of 2.620 billion RMB for 2024, a 59.84% increase year-on-year, with a dividend payout ratio of 67.83%, up 14.70 percentage points [4]. - The company is actively restructuring its hydropower assets to establish a clean energy flagship platform, with significant potential for future asset integration [5]. - Profit forecasts have been adjusted, with expected net profits of 4.046 billion RMB and 4.531 billion RMB for 2025 and 2026, reflecting year-on-year growth of 20.27% and 11.97% respectively [6]. Summary by Sections Financial Performance - Revenue for 2024 was 54.213 billion RMB, a 22.48% increase year-on-year [1] - Net profit attributable to equity holders was 3.862 billion RMB, up 25.20% year-on-year [1] - The thermal power segment's net profit was 1.557 billion RMB, an 18.37% increase [2] Installed Capacity and Growth - Total installed capacity reached 49.3909 million kW, a 9.71% increase [3] - Clean energy capacity accounted for 80.12% of total capacity [3] - Wind electricity sales increased by 41.85% and solar sales by 60.37% [3] Dividends and Shareholder Returns - Total dividends for 2024 were 2.620 billion RMB, a 59.84% increase [4] - Dividend payout ratio reached 67.83%, an increase of 14.70 percentage points [4] Strategic Initiatives - The company is restructuring hydropower assets to enhance its clean energy platform [5] - Future asset integration potential is significant [5] Profit Forecasts - Expected net profits for 2025 and 2026 are 4.046 billion RMB and 4.531 billion RMB, with growth rates of 20.27% and 11.97% respectively [6]

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [6]. Core Insights - The company achieved a revenue of 54.213 billion RMB in 2024, representing a year-on-year growth of 22.48%. The profit attributable to equity holders was 3.862 billion RMB, up 25.20% year-on-year [1]. - The thermal power segment showed stable improvement with a net profit of 1.557 billion RMB, a year-on-year increase of 18.37%. The hydropower segment turned profitable with a net profit of 0.515 billion RMB, while the wind and solar segments reported net profits of 3.183 billion RMB and 1.721 billion RMB, growing 2.14% and 14.43% respectively [2]. - The company's installed capacity reached 49.3909 million kW by the end of 2024, a 9.71% increase year-on-year. Clean energy capacity accounted for 80.12% of the total, with significant growth in wind and solar electricity sales [3]. - The company announced a total dividend of 2.620 billion RMB for 2024, a 59.84% increase year-on-year, with a dividend payout ratio of 67.83% [4]. - The company is actively restructuring its hydropower assets to enhance its position as a leading clean energy platform under the State Power Investment Corporation [5]. - Profit forecasts have been adjusted, with expected net profits of 4.046 billion RMB and 4.531 billion RMB for 2025 and 2026, reflecting year-on-year growth of 20.27% and 11.97% respectively [6]. Summary by Sections Financial Performance - Revenue for 2024 was 54.213 billion RMB, up 22.48% year-on-year [1] - Net profit attributable to equity holders was 3.862 billion RMB, a 25.20% increase [1] - The thermal power segment net profit was 1.557 billion RMB, an 18.37% increase [2] Installed Capacity and Growth - Total installed capacity reached 49.3909 million kW, a 9.71% increase [3] - Clean energy capacity accounted for 80.12% of total installed capacity [3] - Wind electricity sales increased by 41.85% to 26.237 billion kWh, and solar sales grew by 60.37% to 23.425 billion kWh [3] Dividend and Shareholder Returns - Total dividend for 2024 was 2.620 billion RMB, a 59.84% increase [4] - Dividend payout ratio reached 67.83%, up 14.70 percentage points year-on-year [4] Strategic Initiatives - The company is restructuring hydropower assets to strengthen its clean energy platform [5] - Future asset integration opportunities are anticipated within the State Power Investment Corporation [5] Profit Forecasts - Expected net profits for 2025 and 2026 are 4.046 billion RMB and 4.531 billion RMB, with growth rates of 20.27% and 11.97% respectively [6]

来源：金融界 天眼查资料显示，中国电力科学研究院有限公司，成立于2001年，位于北京市，是一家以从事研究和试 验发展为主的企业。企业注册资本335200万人民币，实缴资本335200万人民币。通过天眼查大数据分 析，中国电力科学研究院有限公司共对外投资了25家企业，参与招投标项目5000次，财产线索方面有商 标信息58条，专利信息5000条，此外企业还拥有行政许可179个。 金融界2025年4月5日消息，国家知识产权局信息显示，中国电力科学研究院有限公司、国网重庆市电力 公司营销服务中心、国家电网有限公司申请一项名为"一种充电模块剩余寿命在线评估方法、系统、设 备及介质"的专利，公开号 CN 119757897 A，申请日期为2024年11月。 专利摘要显示，本发明提出一种充电模块剩余寿命在线评估方法、系统、设备及介质，涉及新能源技术 领域。本发明提出的充电模块剩余寿命在线评估方法中，通过根据充电模块的运行数据，确认充电模块 中功率器件和铝电解电容的损耗，之后分别利用外特性等效的方式，确定充电模块中功率器件的结温数 据和铝电解电容的热点温度，而功率器件的结温数据和铝电解电容的热点温度等同于充电模块当前的任 务 ...

为了帮助大家把握机会，我今天查阅大量资料后梳理出几家相关潜力黑马，尤其是最后一家是"中国电力"借壳第一目标。 在人工智能技术日新月异、加速赋能千行百业的当下，有一股力量虽常隐于幕后，却至关重要，那就是电力。自 2024 年起，全国各地 AI 数据中 心如雨后春笋般疯狂建设，电力需求随之呈翻倍式增长。数据显示，2024 年，大数据、云存储、云计算、人工智能等基于互联网技术的数据服务 用电量飙升了 30.9%。 AI 技术，尤其是深度学习这类复杂算法的运行，对计算资源的需求极为庞大。高性能 CPU 和 GPU 只是其中一部分，大规模的数据存储和传输设 施同样不可或缺，而这一切的稳定运行，都高度依赖电力的持续供应。由此，"AI 的尽头是算力，算力的尽头是电力" 这一观点，已逐渐成为行业 共识。 值得关注的是，2025 年电力重组大幕即将拉开。回顾 2020 年至 2024 年，电力板块几乎每年都会迎来一波炒作热潮，时间大多集中在 3 月中下旬 至 5 月期间，且每一波行情都有极具代表性的标杆股，在重组预期下，资金热情高涨。如今，2025 年的电力重组箭在弦上。 随着夏季高温的临近，用电高峰也将随之而来，电力需求预计 ...

近年来，人工智能正以前所未有的速度改变着我们的生活、工作乃至整个社会。然而，在这场科技革命的背后，有一个常常被忽视却至关重要的 角色——电力。可以说，没有电，AI就失去了"生命"。 来源：A市航海家 最后就是我给大家挖掘出来的那家"中国电力"借壳首选目标！ 为避免打扰主力，想知晓公司名字的朋友唻炂纵㞻：题材挖掘，既可以知晓。深知小散不易，愿与大家共前行! 华银电力：公司主营业务为火力发电业务，同时经营水电、风电、太阳能业务以及电力销售业务。公司主要产品和服务为电力产品。 金风科技：中国领先的风电设备制造商和风电场运营商，在风电设备制造和风电场运营领域具有深厚积累。 AI技术的快速发展，离不开海量数据的处理和复杂算法的运行，而这些都需要强大的计算能力作为支撑。以数据中心为例，数据中心内布满了服 务器、存储设备和网络设备，这些设备在24小时不间断地运转，处理着海量的数据。据相关数据显示，一个中等规模的数据中心，每年的电力消 耗可能相当于一个小型城镇的用电量。 闽东电力：公司主营业务为电力生产与开发，涉及绿色电力、碳交易、小金属、风能、太阳能等多个领域。 为了帮助大家把握机会，我今天翻阅大量资料后梳理出五家相关潜力 ...

天眼查资料显示，中国电力科学研究院有限公司，成立于2001年，位于北京市，是一家以从事研究和试 验发展为主的企业。企业注册资本335200万人民币，实缴资本335200万人民币。通过天眼查大数据分 析，中国电力科学研究院有限公司共对外投资了25家企业，参与招投标项目5000次，财产线索方面有商 标信息58条，专利信息5000条，此外企业还拥有行政许可179个。 来源：金融界 金融界2025年4月2日消息，国家知识产权局信息显示，中国电力科学研究院有限公司申请一项名为"一 种针对灵活性资源参与的断面辅助服务市场评价系统"的专利，公开号 CN 119740782 A，申请日期为 2024年11月。 专利摘要显示，本申请提供了一种针对灵活性资源参与的断面辅助服务市场评价系统，涉及智能电网技 术领域，包括：市场运行数据收集模块连接进行数据源配置的流数据处理框架，实时收集市场运行数 据；动态交互分析模块对市场运行数据进行动态交互分析确定市场运行动态交互关系；适应性分析模块 提取市场运行数据和市场运行动态交互关系进行区域市场运行特征变量下的市场环境适应性分析，获得 市场环境适应系数；断面辅助服务优化模块基于市场环境适应系 ...

Investment Rating - The report maintains a "Buy" rating for the company with a current price of HKD 2.98 and a fair value of HKD 3.83 [7]. Core Views - The company's annual performance shows continuous improvement, with a special dividend yielding over 7%. In 2024, the company achieved a main revenue of RMB 54.213 billion (up 22.5% YoY) and a net profit attributable to shareholders of RMB 3.862 billion (up 25.2% YoY) [7][9]. - The company added 6GW of green electricity, with clean energy accounting for 80% of its installed capacity. The total electricity sold reached 1,280 billion kWh (up 23.9% YoY) [7][9]. - The report highlights the integration progress of hydropower platforms and anticipates both profit and dividend increases [7][9]. Summary by Sections 1. Performance Recovery Across Segments - The company reported a 25% YoY increase in overall performance, with a main revenue of RMB 54.213 billion and a net profit of RMB 3.862 billion [13][14]. - The revenue from various segments includes: thermal power (RMB 24.269 billion, +1.4%), hydropower (RMB 4.806 billion, +57.4%), wind power (RMB 11.737 billion, +34.6%), and solar power (RMB 9.492 billion, +57.9%) [17]. 2. New Clean Energy Installations - By the end of 2024, the company’s installed capacity reached 49.39GW, with clean energy installations increasing to 80.1%, up 4.7 percentage points YoY [39][41]. 3. Hydropower Platform Integration and Special Dividends - The company is accelerating capital operations, planning to inject hydropower assets into a new platform, which is expected to enhance shareholder value. The dividend payout ratio is projected to reach 68%, with a total cash dividend of RMB 2 billion [56][62]. 4. Asset Optimization and Stable Profitability - The company forecasts net profits of RMB 44.26 billion, RMB 50.49 billion, and RMB 56.03 billion for 2025 to 2027, with corresponding PE ratios of 7.69, 6.74, and 6.08 [66].