午后电力板块震荡拉升 上海电力、穗恒运A涨停，世茂能源、建投能源、赣能股份、京能电力跟涨。消 息面上，来自多家头部发电企业的最新运营数据表明，风电、光伏、水电、核电以及储能等清洁能源发 电量同比普遍实现两位数增长。 ...

Group 1 - Shanghai Electric's stock increased by 5.31%, reaching a price of 23.20 CNY per share, with a trading volume of 2.601 billion CNY and a turnover rate of 4.12%, resulting in a total market capitalization of 65.452 billion CNY [1] - The company, established on June 4, 1998, and listed on October 29, 2003, is primarily engaged in power generation, heating, and electricity services, with revenue composition of 92.90% from electricity, 5.49% from heating, and 1.61% from other services [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Shanghai Electric, having increased its holdings by 2.9551 million shares in the second quarter, totaling 20.9028 million shares, which represents 0.8% of circulating shares [2] - The estimated floating profit from this investment is approximately 24.4562 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 113.438 billion CNY, yielding 27.41% year-to-date and ranking 1733 out of 4220 in its category [2] Group 3 - The fund manager of Southern CSI 500 ETF is Luo Wenjie, who has a cumulative tenure of 12 years and 180 days, managing assets totaling 138.999 billion CNY [3] - During his tenure, the best fund return achieved was 152.82%, while the worst return was -47.6% [3]

Group 1 - The power sector is experiencing an upward trend, with Shanghai Electric hitting the daily limit increase [1] - Shimao Energy has risen over 8%, indicating strong market performance [1] - Other companies such as Southern Power Technology, Jiantou Energy, and Beijing Energy are also seeing gains [1]

Group 1 - The core point of the announcement is that Shanghai Electric Power Co., Ltd. reported a total power generation of 601.70 billion kWh for the first three quarters of 2025, representing a year-on-year increase of 1.98% [2] - Coal power generation reached 393.13 billion kWh, showing a slight decline of 0.54% year-on-year, while gas power generation decreased by 14.93% to 61.78 billion kWh [2] - Renewable energy sources showed significant growth, with wind power generation increasing by 15.90% to 83.72 billion kWh and solar power generation rising by 26.43% to 63.07 billion kWh [2] Group 2 - The total grid electricity sold was 576.34 billion kWh, which is a 2.11% increase compared to the previous year, with an average grid electricity price of 0.58 yuan per kWh [2] - The company's market transaction settlement electricity volume for the first three quarters was 438.60 billion kWh, with 383.83 billion kWh from domestic market transactions and 54.77 billion kWh from inter-provincial transactions [2] - As of the end of September 2025, the company's installed capacity was 25.7792 million kW, with clean energy accounting for 61.80% of the total capacity [3]

Core Viewpoint - Shanghai Electric (600021.SH) reported an increase in consolidated power generation for the first nine months of 2025, driven by growth in clean energy generation capacity and output [1] Group 1: Power Generation Performance - The company achieved a consolidated power generation of 60.17 billion kilowatt-hours (kWh) from January to September 2025, representing a year-on-year increase of 1.98% [1] - Coal power generation amounted to 39.31 billion kWh during the same period, showing a slight decline of 0.5% year-on-year [1] Group 2: Market Transaction Volume - The total market transaction settlement volume for the company reached 43.86 billion kWh from January to September 2025 [1] - Within this, the intra-provincial market transaction settlement volume (including medium to long-term and spot transactions) was 38.38 billion kWh, while inter-provincial transaction settlement volume was 5.48 billion kWh [1] Group 3: Growth Drivers - The primary reason for the increase in power generation was the growth in clean energy generation capacity and output [1]

证券简称：上海电力 证券代码：600021 编号：2025-096 上海电力股份有限公司 2025 年前三季度发电量完成情况公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、2025 年前三季度发电量完成情况 根据公司统计，2025 年 1-9 月，公司完成合并口径发电量 601.70 亿千瓦时， 同比上升 1.98%，其中煤电完成 393.13 亿千瓦时，同比下降 0.54%，气电完成 61.78 亿千瓦时，同比下降 14.93%，风电完成 83.72 亿千瓦时，同比上升 15.90%， 光伏发电完成 63.07 亿千瓦时，同比上升 26.43%；上网电量 576.34 亿千瓦时， 同比上升 2.11%；上网电价均价（含税）0.58 元/千瓦时。 2025 年 1-9 月，公司市场交易结算电量 438.60 亿千瓦时。其中省内市场化 交易结算电量（中长期、现货等）383.83 亿千瓦时，跨省区交易结算电量 54.77 亿千瓦时。 证券简称：上海电力 证券代码：600021 编号：2025-096 | 类型 | 公司/ ...

Core Viewpoint - Shanghai Electric reported a total consolidated power generation of 60.17 billion kWh in the first three quarters of 2025, representing a year-on-year increase of 1.98% [1] Summary by Category Power Generation Performance - Coal power generation reached 39.31 billion kWh, showing a year-on-year decrease of 0.54% [1] - Gas power generation totaled 6.18 billion kWh, reflecting a significant year-on-year decline of 14.93% [1] - Wind power generation achieved 8.37 billion kWh, marking a year-on-year increase of 15.90% [1] - Solar power generation amounted to 6.31 billion kWh, with a year-on-year growth of 26.43% [1] Electricity Supply and Pricing - The total on-grid electricity volume was 57.63 billion kWh, which is a year-on-year increase of 2.11% [1] - The average on-grid electricity price was 0.58 yuan per kWh [1] Market Transactions - The company engaged in market transaction settlements totaling 43.86 billion kWh [1] - Within this, the provincial market transaction settlement accounted for 38.38 billion kWh, while inter-provincial transaction settlements were 5.48 billion kWh [1] Clean Energy Growth - The installed capacity and generation of clean energy have both seen growth [1]

10月14日，上海电力大宗交易成交10万股，成交额220.3万元，占当日总成交额的0.05%，成交价22.03 元，较市场收盘价22.03元持平。 | DE 200 DE 200 TELL VES | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专场 | | | 025-10-14 | 上海电力 | 600021 | 22.03 10 | 220.3 | 查詢量蒸餾就花露 | 靚雞體 | | KO | ...

从上海电力十大流通股东角度 数据显示，南方基金旗下1只基金位居上海电力十大流通股东。南方中证500ETF（510500）二季度增持 295.51万股，持有股数2090.28万股，占流通股的比例为0.8%。根据测算，今日浮亏损失约2508.33万 元。 10月14日，上海电力跌5.05%，截至发稿，报22.54元/股，成交21.85亿元，换手率3.20%，总市值635.90 亿元。 资料显示，上海电力股份有限公司位于上海市浦东新区高科西路1号上电大厦，成立日期1998年6月4 日，上市日期2003年10月29日，公司主营业务涉及包括发电、供热、电力服务等。主营业务收入构成 为：电力92.90%，热力5.49%，其他1.61%。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1134.38亿。今年以来收益30.65%，同类 排名1692/4220；近一年收益36.69%，同类排名1536/3857；成立以来收益147.89%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年179天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 1 ...

上海东方华银律师事务所 关于上海电力股份有限公司 2025 年第三次临时股东会的法律意见书 致：上海电力股份有限公司 上海东方华银律师事务所（以下简称"本所"）接受上海电力股份有限公司 （以下简称"贵司"或"公司"）委托，就贵司召开 2025 年第三次临时股东会 的有关事宜，根据《中华人民共和国公司法》《上市公司股东会规则》等法律、 法规和其他规范性文件以及《上海电力股份有限公司章程》（以下简称"《公司 章程》"）的有关规定，出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的本次股东会的相关资料， 包括但不限于公司召开 2025 年第三次临时股东会的通知、公司 2025 年第三次临 时股东会的议程、议案及决议等文件资料，同时听取了公司董事会秘书就有关事 实的陈述和说明。公司已向本所作出保证和承诺，保证公司向本所提供的资料和 文件均为真实、准确、完整，无重大遗漏。 本所律师仅就本法律意见书出具日以前所发生的事实以及本所律师对有关 法律法规的理解发表法律意见。 本法律意见书仅供公司为本次股东会之目的使用，不得用于其他任何目的。 本所同意本法律意见书作为公司本次股东会公告材料，随其他资料一起向社会公 ...