格隆汇12月26日丨上海电力(600021.SH)在投资者互动平台表示，上海电力现有境外资产不涉及跨境反 垄断审查。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司产品涉及到商业航天吗？ 上海电力（600021.SH）12月26日在投资者互动平台表示，公司业务不涉及商业航天。 （文章来源：每日经济新闻） ...

证券之星消息，12月26日电力板块较上一交易日上涨0.35%，上海电力领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。电力板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600021 | 上海电力 | 21.86 | 10.02% | 185.88万 | | 39.29 亿 | | 001376 | 百通能源 | 18.18 | 9.98% | 30.39万 | | 5.33亿 | | 000155 | 川能动力 | 12.27 | 3.72% | 59.32万 | | 7.26亿 | | 600236 | 桂冠电力 | 7.30 | 3.55% | 14.56万 | | 1.05亿 | | 600719 | 大连热电 | 6.22 | 3.49% | 20.23万 | | 1.26亿 | | 600578 | 京能电力 | 5.38 | 3.26% | 73.28万 | | 3.89亿 | | 600 ...

Core Viewpoint - In 2025, the number of A-share listed companies controlled by seven major state-owned enterprises in the power sector will increase to 37, with an average of more than five companies per enterprise, following the listings of Huadian New Energy and Southern Network Digital on the Shanghai and Shenzhen stock exchanges [1] Group 1: Company Listings - The number of A-share listed companies controlled by major state-owned enterprises will rise to 37, with State Grid and China Huadian having the most at 7 each [1] - Southern Power Grid's number of listed companies increased to 4 with the listings of Southern Network Technology and Southern Network Digital [1] Group 2: Management Changes - In 2025, there will be significant management changes among the listed companies controlled by the two networks and five major power generation companies, with 131 high-level personnel changes reported across 30 listed companies [1] - Specifically, there were 12 changes in chairpersons and 8 changes in general managers among the listed companies [1] Group 3: Individual Company Changes - State Grid: 36 personnel changes across 7 listed companies, including chairperson and general manager adjustments in four companies [5] - China Huadian: 34 personnel changes across 6 listed companies, with significant changes in chairpersons and general managers in three companies [58] - China Huaneng: 24 personnel changes across 4 listed companies, with new general managers appointed in three companies [38] - National Energy Group: 20 personnel changes across 5 listed companies, including chairperson and general manager changes in three companies [86]

12月19日，上海电力盘中上涨2.04%，截至11:05，报19.49元/股，成交5.04亿元，换手率0.92%，总市值 549.85亿元。 资金流向方面，主力资金净流入2943.69万元，特大单买入4593.52万元，占比9.12%，卖出3580.47万 元，占比7.11%；大单买入1.18亿元，占比23.40%，卖出9855.09万元，占比19.57%。 上海电力今年以来股价涨119.24%，近5个交易日跌3.90%，近20日跌18.79%，近60日跌1.22%。 今年以来上海电力已经7次登上龙虎榜，最近一次登上龙虎榜为10月10日。 上海电力所属申万行业为：公用事业-电力-火力发电。所属概念板块包括：清洁能源、绿色电力、央企 改革、超超临界发电、证金汇金等。 截至9月30日，上海电力股东户数18.95万，较上期增加31.64%；人均流通股14884股，较上期减少 18.12%。2025年1月-9月，上海电力实现营业收入321.54亿元，同比减少1.26%；归母净利润30.50亿元， 同比增长24.04%。 分红方面，上海电力A股上市后累计派现68.21亿元。近三年，累计派现14.51亿元。 机构持仓方面 ...

Group 1 - The fourth extraordinary general meeting of Shanghai Electric Power Co., Ltd. was held on December 16, 2025, at Shanghai Tiancheng Hotel [2] - The meeting was chaired by independent director Mr. Zhou Zhiyan, with attendance from one of the 13 current directors and key management personnel [3][4] - The meeting adopted resolutions for financing and auditing, including a proposal for perpetual trust financing not exceeding 4.2 billion yuan [5] Group 2 - The meeting confirmed that there were no rejected resolutions and all voting procedures complied with legal and regulatory requirements [2][5] - The law firm Shanghai Dongfang Huayin Law Firm provided legal witness services, confirming the legality and validity of the meeting's proceedings [6]

证券日报网讯 12月16日晚间，上海电力发布公告称，公司2025年第四次临时股东会审议通过《关于开 展不超过42亿元永续信托融资的议案》等。 （文章来源：证券日报） ...

上海东方华银律师事务所 关于上海电力股份有限公司 2025 年第四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 年第四次临时股东会 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 年第四次临时股东会的通知、公司 2025 年第四次临 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 ...

证券代码：600021 证券简称：上海电力 公告编号：2025-120 上海电力股份有限公司 2025年第四次临时股东会决议公告 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。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 3,004 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,687,192,433 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 59.8033 | | 份总数的比例（%） | | (一) 股东会召开的时间：2025 年 12 月 16 日 (二) 股东会召开的地点：上海天诚大酒店 8 楼第二会议室（上海市徐家汇路 585 号） (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次大会由公司董事会召集，受公司董事长黄晨先生委托，由公司独立董事 周志炎先生主持。本次会议采用现场表决和网络 ...

Investment Rating - The report maintains an "Outperform" rating for the public utilities and environmental protection sectors [5][7]. Core Views - The "14th Five-Year Plan" emphasizes the construction of an "Energy Power" and the development of hydrogen and fusion energy industries [3][18]. - The central economic work conference highlighted the need for a comprehensive green transition and the establishment of a new energy system [2][16]. Summary by Sections Market Review - The Shanghai Composite Index fell by 0.08%, while the public utilities index decreased by 0.09% and the environmental index dropped by 0.61% [1][15]. - In the electricity sector, thermal power increased by 0.22%, while hydropower decreased by 0.26%, and renewable energy generation rose by 0.93% [1][28]. Important Events - The central economic work conference took place on December 10-11, focusing on energy security and the establishment of a carbon trading market [2][16]. - Yunnan province announced an increase in coal power capacity pricing to 330 RMB per kilowatt per year starting in 2026 [17]. Investment Strategy - Public Utilities: Recommendations include major thermal power companies like Huadian International and Shanghai Electric, as well as leading renewable energy firms such as Longyuan Power and Three Gorges Energy [4][25]. - Environmental Protection: Focus on mature sectors like water and waste incineration, with recommendations for companies like China Everbright Environment and Zhongshan Public Utilities [26]. Key Company Earnings Forecasts - The report provides earnings forecasts for various companies, maintaining an "Outperform" rating for firms such as China Nuclear Power and China General Nuclear Power [7][8]. Industry Dynamics - The report discusses the transition from an "energy power" to an "energy strong country," emphasizing supply security, ecological low-carbon initiatives, and technological innovation [3][19][22].