根据《公司法》等法律法规及公司《章程》的相关规定，何永祥 先生的辞职未导致公司监事会成员低于法定最低人数，不影响监事会 的正常运作，其辞职申请自送达公司监事会时生效。 证券代码：600101 证券简称：明星电力 公告编号：2025-010 四川明星电力股份有限公司 关于监事辞职的公告 本公司监事会及全体监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。 2025 年 4 月 16 日，四川明星电力股份有限公司（简称"公司"） 监事会收到非职工代表监事何永祥先生的书面辞职申请。因个人原因， 何永祥先生申请辞去公司第十一届监事会监事职务。辞职后，何永祥 先生不再担任公司任何职务。 公司及公司监事会对何永祥先生在任职期间为公司发展作出的 贡献表示衷心感谢！ 特此公告。 四川明星电力股份有限公司监事会 2025 年 4 月 16 日 1 / 1 ...

Core Viewpoint - The resignation of He Yongxiang, a non-employee representative supervisor, from the 11th Supervisory Board of Ming Star Power (600101) is due to personal reasons, and it does not affect the normal operation of the supervisory board [1] Summary by Relevant Sections - Resignation Details - He Yongxiang submitted a written resignation application to the company's supervisory board [1] - After resigning, He Yongxiang will no longer hold any position within the company [1] - Impact on Supervisory Board - The resignation does not lead to the supervisory board having fewer members than the legal minimum [1] - The normal operation of the supervisory board remains unaffected [1] - Effectiveness of Resignation - The resignation is effective upon delivery to the company's supervisory board [1]

Core Viewpoint - A-shares in the power sector have shown strong fluctuations, with notable stocks such as Jiantou Energy, Chenzhou Electric, and Leshan Electric hitting the daily limit, while Shaoneng Co., Xichang Electric, and Mingxing Electric also experienced gains [1] Group 1 - Jiantou Energy, Chenzhou Electric, and Leshan Electric reached the daily limit increase [1] - Other companies like Shaoneng Co., Xichang Electric, and Mingxing Electric also saw upward movement in their stock prices [1]

4月7日，上证指数下跌7.34%，深证成指下跌9.66%，创业板指下跌12.5%。盘后龙虎榜数据显示，共有 60只个股因当日异动登上龙虎榜，资金净流入最多的是宏景科技（301396.SZ），达2.04亿元。 据21投资通智能监测，32只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及18只。 2.04亿资金抢筹宏景科技，9.45亿资金出逃中际旭创 60只上榜的龙虎榜个股中，30只个股被净买入，30只个股被净卖出。其中，资金净买入最多的是宏景科 技，达2.04亿元，占总成交金额的14.04%。宏景科技当日收盘下跌13.42%，换手率为34.73%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换丰浓 | | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 宏景科技 | -13.42% | 20444 | 14.04% | 34.73% | 2家机构卖出,成功 | | | | | | | 率36.92% | | 凯美特气 | 9.99% | 17123 | 7.3% | 32.28% | 普通席位买入,成功 | ...

明星电力(600101)今日下跌2.94%，全天换手率26.28%，成交额17.25亿元，振幅15.86%。龙虎榜数据显 示，营业部席位合计净买入4877.86万元。 上交所公开信息显示，当日该股因日换手率达26.28%上榜，营业部席位合计净买入4877.86万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.35亿元，其中，买入成交额为1.42亿 元，卖出成交额为9335.98万元，合计净买入4877.86万元。 具体来看，第一大买入营业部及卖出营业部均为国泰君安证券股份有限公司总部，买入金额为5154.91 万元，卖出金额为2186.00万元。 明星电力4月7日交易公开信息 资金流向方面，今日该股主力资金净流出5897.70万元，其中，特大单净流出994.49万元，大单资金净流 出4903.22万元。近5日主力资金净流出9700.82万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰君安证券股份有限公司总部 | 5154.91 | | | 买二 | 高盛(中 ...

Core Viewpoint - The electric power sector is identified as the leading market theme, expected to generate significant investment opportunities and growth potential in the coming years [1]. Industry Insights - The new electric power development guidelines released on March 18 emphasize the promotion of green electricity and aim to enhance China's international influence in the green power sector, providing clear direction and strong momentum for industry growth [3]. - The rapid advancement of AI technology is driving an exponential increase in demand for computing power, leading to a surge in electricity consumption by data centers, which opens up vast market expansion opportunities for the electric power industry [3]. - Major investments are being made in the electric grid, with State Grid expected to invest 700 billion yuan and Southern Grid 200 billion yuan by 2025 for equipment upgrades, marking a historical high in investment scale [3]. Company Highlights - Three low-priced electric power companies have attracted significant investment from high-level funds, indicating strong potential for growth: - Shanghai Electric, with a current stock price of 9 yuan, has seen high-level funds purchase 33.87 million shares, leveraging its top-tier qualifications and extensive experience in complex power projects [4]. - Huadian International, priced at 5 yuan, has had 76.24 million shares bought by high-level funds, being the largest power generation company in Shandong province with diverse generation capabilities [4]. - A third company, priced at 2 yuan, is recognized as a hidden champion in both computing and electric power, responsible for 100% of China's ultra-high voltage engineering design tasks and recently securing 48 billion yuan in related orders, indicating strong growth potential [5].

Market Overview - The Shanghai Composite Index rose by 0.38% on April 1, with 23 industries experiencing gains, led by the pharmaceutical and public utilities sectors, which increased by 3.34% and 1.78% respectively [1] - The main funds in the two markets saw a net outflow of 10.395 billion yuan, with 8 industries recording net inflows, primarily in the pharmaceutical sector, which had a net inflow of 3.402 billion yuan [1] Public Utilities Sector - The public utilities sector increased by 1.78%, with a total net inflow of 1.272 billion yuan, and out of 132 stocks in this sector, 123 rose while 6 fell [2] - The top three stocks in terms of net inflow were Guodian Power (1.72 billion yuan), China Nuclear Power (1.50 billion yuan), and Star Power (1.13 billion yuan) [2] Public Utilities Sector - Inflow and Outflow - The inflow list includes Guodian Power with a 3.60% increase and a turnover rate of 1.82%, followed by China Nuclear Power with a 1.74% increase [2] - The outflow list is led by Shaoneng Co. with a 5.93% increase but a net outflow of 40.658 million yuan, followed by Sheneng Co. and Chuan Investment Energy with net outflows of 25.416 million yuan and 23.768 million yuan respectively [4]

Core Points - The Shanghai Composite Index fell by 0.46% on March 31, with four industries rising, notably communication and home appliances, which increased by 0.58% and 0.37% respectively [1] - The public utility sector saw a slight increase of 0.15%, with a net inflow of 3.11 billion yuan in main funds [1][2] - A total of 26 industries experienced net outflows, with the power equipment sector leading at a net outflow of 5.83 billion yuan [1] Industry Summary - **Public Utility Sector Performance** - The public utility sector had 132 stocks, with 47 rising and 72 falling; three stocks hit the daily limit up while one hit the limit down [2] - The top three stocks with the highest net inflow were Shaoneng Co. (1.61 billion yuan), Guodian Power (1.19 billion yuan), and Huadian International (848.95 million yuan) [2] - The sector's net outflow stocks included ST Lingda, Mingxing Power, and China Nuclear Power, with outflows of 71.08 million yuan, 26.69 million yuan, and 25.52 million yuan respectively [3] - **Top Gainers in Public Utility Sector** - Shaoneng Co. increased by 9.98% with a turnover rate of 8.27% and a main fund flow of 161.06 million yuan [2] - Guodian Power rose by 1.83% with a turnover rate of 1.74% and a main fund flow of 118.66 million yuan [2] - Huadian International saw a rise of 4.55% with a turnover rate of 2.99% and a main fund flow of 84.89 million yuan [2] - **Top Losers in Public Utility Sector** - ST Lingda fell by 10.18% with a turnover rate of 16.58% and a main fund outflow of 71.08 million yuan [3] - Mingxing Power increased by 3.71% but had a main fund outflow of 26.69 million yuan [3] - China Nuclear Power decreased by 0.86% with a main fund outflow of 25.52 million yuan [3]

Group 1 - The core viewpoint of the news highlights the positive performance of the green power sector, with the Guozheng Green Power Index rising by 0.65% and several constituent stocks showing significant gains, such as Jiangsu Xinneng up by 6.12% and Longyuan Power up by 5.99% [1] - The latest scale of the Green Power ETF reached 330 million yuan, marking a one-year high, with the number of shares also reaching 299 million, indicating strong investor interest [2] - The Green Power ETF has seen continuous net inflows over the past nine days, totaling 55.07 million yuan, with a single-day peak inflow of 15.56 million yuan, reflecting robust demand for green energy investments [2] Group 2 - The Guozheng Green Power Index's price-to-earnings ratio (PE-TTM) stands at 17.34, which is in the lowest 0.4% of its historical range, suggesting that the index is undervalued compared to the past year [2] - The top ten weighted stocks in the Guozheng Green Power Index account for 57.74% of the index, with major players including Changjiang Power and China Nuclear Power [2] - The recent joint issuance of the "Opinions on Promoting the High-Quality Development of the Renewable Energy Green Power Certificate Market" by five government departments is expected to enhance the long-term growth potential of the green certificate market and support the strategic transition of renewable energy in China [3]

Core Viewpoint - Sichuan Mingyang Electric Power Co., Ltd. reported a record high revenue of 2.842 billion yuan in 2024, with a year-on-year growth of 6.6%, and a net profit of 209 million yuan, up 16.72% year-on-year, indicating strong financial performance and growth potential in the energy sector [1]. Financial Performance - The company achieved a revenue of 2.842 billion yuan in 2024, marking a 6.6% increase compared to the previous year [1]. - The net profit attributable to shareholders reached 209 million yuan, reflecting a year-on-year growth of 16.72% [1]. - The company plans to distribute a cash dividend of 1.2 yuan per 10 shares (tax included) to all shareholders [1]. - Since 2021, the net profit has shown consistent growth, with increases of 76.06% in 2021, 29.12% in 2022, and 12.66% in 2023 [1]. Business Operations - The company has a comprehensive hydropower supply network and offers stable public service products, which ensures predictable cash flow and steady demand [1]. - The revenue from electricity products was approximately 2.52 billion yuan in the previous year, with a year-on-year growth of 13.68%, accounting for 88.65% of total revenue [1]. - The gross margin for electricity products increased by 0.76 percentage points year-on-year [1]. Infrastructure Development - In 2024, the company continued to enhance the quality and efficiency of its power grid, completing several key projects including the construction of new substations and upgrades to existing ones [2]. - By the end of 2024, the company operated 19 substations at 110 kV and 20 at 35 kV, with a total capacity of 2.3989 million kVA, serving 751,200 electricity users [2]. - The company also owns four hydropower stations with a total installed capacity of approximately 115.6 MW [2]. Future Outlook - For 2025, the company aims to strengthen safety production measures and upgrade its power network, focusing on several key projects to ensure stable operational growth [3].