截至发稿，福能股份市值为276亿元。 2024年1至12月份，福能股份的营业收入构成为：电力行业占比94.72%，纺织行业占比4.43%，其他业 务占比0.85%。 （记者 王晓波） 每经AI快讯，福能股份（SH 600483，收盘价：9.92元）12月25日晚间发布公告称，截至2025年12月25 日，相关增持股份计划已实施完毕。公司控股股东能源集团及其一致行动人股权公司通过上海证券交易 所交易系统以集中竞价交易方式累计增持公司股份约1096万股，占公司总股本的0.4%，累计增持金额 约1.04亿元。能源集团增持约890万股，约占公司总股本0.33%，增持金额约为8487万元；股权公司增持 约206万股，约占公司总股本0.07%，增持金额约为1955万元。 每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 ...

格隆汇12月25日丨福能股份(600483.SH)公布，截至2025年12月25日，本次增持股份计划已实施完毕。 公司控股股东能源集团及其一致行动人股权公司通过上海证券交易所交易系统以集中竞价交易方式累计 增持公司股份1096.36万股，占公司总股本的0.40%，累计增持金额1.04亿元（不含交易佣金等费用）。 其中：能源集团增持889.95万股，约占公司总股本0.33%，增持金额为8486.51万元；股权公司增持 206.41万股，约占公司总股本0.07%，增持金额为1954.69万元。 ...

每经AI快讯，12月25日，福能股份（600483）公告，公司控股股东福建省能源集团有限责任公司及其 一致行动人福建省福能兴业股权投资管理有限公司通过上海证券交易所交易系统以集中竞价交易方式累 计增持公司股份1096.36万股，占公司总股本的0.40%，累计增持金额1.04亿元(不含交易佣金等费用)。 其中，能源集团增持889.95万股，约占公司总股本的0.33%，增持金额为8486.51万元；股权公司增持 206.41万股，约占公司总股本的0.07%，增持金额为1954.69万元。本次增持计划已实施完毕，未导致公 司控股股东及实际控制人发生变化。 ...

上海锦天城（福州）律师事务所 关于福建福能股份有限公司 控股股东及其一致行动人增持公司股份的 法律意见书 锦 天 域 律师事务 所 ALLBRIGHT LAW OFFICES 地址：中国福州市台江区望龙二路１号国际金融中心（IFC）37 层 传真: 0591-87816904 电话: 0591-87850803 邮编： 350005 上海锦天城(福州)律师事务所 法律意见书 录 目 | * V | | --- | | F T | | 一、本次增持主体的法人主体资格 | | 二、本次增持的具体情况 | | 二、太次博坊的信息披露》条履行情况： · | | 四、太次博持符合《收购管理办法》规定的免于发出要约的情形 | | 五、结论性意见 | 上海锦天城（福州）律师事务所 法律意见书 上海锦天城(福州)律师事务所 关于福建福能股份有限公司控股股东及其一致行动人 增持公司股份的 法律意见书 致:福建福能股份有限公司 上海锦天城(福州)律师事务所(以下简称"本所")接受福建福能股份有 限公司(以下简称"公司")委托,指派本所律师对公司控股股东福建省能源集团 有限责任公司(以下简称"能源集团")及其一致行动人福建省福能兴 ...

证券代码：600483 证券简称：福能股份 公告编号：2025-067 福建福能股份有限公司 关于控股股东及其一致行动人增持计划实施完毕 暨增持结果的公告 本公司董事会、全体董事及相关股东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： 已披露增持计划情况：福建福能股份有限公司（以下简称公司）于 2025 年 6 月 26 日披露《关于控股股东及其一致行动人再次增持公司股份计划的公告》（公告编 号：2025-030），公司控股股东福建省能源集团有限责任公司（以下简称能源集团） 及其一致行动人福建省福能兴业股权投资管理有限公司（以下简称股权公司）拟自上 述公告披露之日起 6 个月内通过上海证券交易所交易系统以包括但不限于集中竞价交 易等方式增持公司 A 股股份，增持总金额不低于 1 亿元（人民币，下同），不超过 2 亿元。本次增持计划不设定价格区间，增持主体将根据对公司股票价值判断及二级市 场波动情况实施增持计划。本次增持股份的资金为自有资金和增持专项贷款资金，具 体内容详见 7 月 4 日披露的《关于控股股东取得增持股份专项贷款承诺函 ...

证券日报网讯 12月22日，福能股份在互动平台回答投资者提问时表示，公司目前现金流情况、清洁能 源补贴款回收情况良好，公司将持续跟踪国家政策，督促清洁能源补贴款的回收。 （文章来源：证券日报） ...

Investment Rating - The report does not explicitly state an overall investment rating for the industry, but it provides specific recommendations for various sectors within the energy industry, indicating a positive outlook for certain companies and sectors [2][3]. Core Insights - The report highlights a slowdown in electricity generation growth in November 2025, with total generation at 779.2 billion kWh, a year-on-year increase of 2.7%. The growth was primarily driven by hydropower and wind power, while thermal power saw a decline [5][6]. - Natural gas prices in the U.S. and Europe have shown slight fluctuations, with U.S. Henry Hub spot prices at $3.58/mmBtu, reflecting a 12.1% weekly decline. Northeast Asia's LNG prices have also decreased, reaching $9.50/mmBtu, marking a 5% drop [18][19]. - The report emphasizes the increasing contribution of renewable energy sources, particularly wind and solar, to the overall electricity generation mix, with significant year-on-year growth rates [6][12]. Summary by Sections 1. Electricity Generation - November 2025 saw total electricity generation of 779.2 billion kWh, up 2.7% year-on-year. Thermal power generation decreased by 4.2% to 497.0 billion kWh, while hydropower increased by 17.1% to 96.7 billion kWh. Wind power grew by 22.0% to 104.6 billion kWh, and solar power rose by 23.4% to 41.2 billion kWh [5][7]. - From January to November 2025, total electricity generation reached 88,567 billion kWh, a 2.4% increase year-on-year, with significant contributions from hydropower, nuclear, wind, and solar energy [12][13]. 2. Natural Gas Market - As of December 19, 2025, U.S. Henry Hub spot prices were $3.58/mmBtu, down 12.1% from the previous week. European gas prices showed slight increases, with the Dutch TTF price at €28.10/MWh, up 2.0% [18][19]. - The report notes that the supply of natural gas remains high, with U.S. production at historical levels, contributing to the downward pressure on prices [18][19]. 3. Investment Recommendations - For thermal power, companies like Guodian Power and Inner Mongolia Huadian are recommended due to their integrated coal and power operations. For hydropower, companies such as Yangtze Power and State Power Investment Corporation are highlighted for their potential in the upcoming winter and spring [16][38]. - In the nuclear sector, China National Nuclear Power and China General Nuclear Power are suggested as key players due to their stable cost structures and growth potential [16][38]. - Renewable energy operators like Xinneng Green Energy and Longyuan Power are recommended as the market for green certificates and environmental values continues to grow [16][38].

Investment Rating - The report maintains a positive outlook on the power and environmental sectors, indicating a favorable investment environment [1]. Core Insights - The report highlights a slowdown in electricity generation growth in November, with a total generation of 779.2 billion kWh, a year-on-year increase of 2.7%. The contribution from hydropower and wind power is significant, while thermal power shows a decline [7][9]. - Natural gas prices in the US and Europe have shown slight fluctuations, with Northeast Asia's LNG prices continuing to decline, reaching $9.50/mmBtu, the lowest since May 2024 [21][34]. - The report suggests various investment opportunities across different sectors, including thermal power, hydropower, nuclear power, green energy, and gas companies, emphasizing the importance of diversified revenue streams [19][41]. Summary by Sections 1. Electricity: November Generation Growth Slows, Hydropower and Wind Power Contribute Incrementally - November electricity generation totaled 779.2 billion kWh, with thermal power decreasing by 4.2% year-on-year, while hydropower increased by 17.1%, nuclear power by 4.7%, wind power by 22.0%, and solar power by 23.4% [7][9]. - The overall growth rate of electricity generation has slowed compared to the previous month, with hydropower and wind power contributing significantly to the incremental generation [8][9]. 2. Natural Gas: Global Gas Prices Show Minor Fluctuations, Asian and US Prices Continue to Decline - As of December 19, the Henry Hub spot price in the US was $3.58/mmBtu, down 12.10% week-on-week, while the TTF spot price in Europe was €28.10/MWh, up 2.00% [21][22]. - The report notes that the LNG ex-factory price in China was 4030 yuan/ton, a decrease of 3.70% week-on-week, indicating a trend of declining costs in the natural gas sector [39]. 3. Weekly Market Review - The public utility and electricity sectors underperformed compared to the CSI 300 index, while the gas and environmental sectors outperformed [44]. 4. Company and Industry Dynamics - The report discusses various company announcements and industry developments, including stable coal production and increased oil production rates, as well as significant investments in energy projects [46][48].

证券日报网讯 12月19日晚间，福能股份发布公告称，公司第十一届董事会第三次临时会议审议通过 《关于使用募集资金置换预先投入的自筹资金的议案》《关于修订〈福建福能股份有限公司在福建省能 源石化集团财务有限公司存款资金风险控制制度〉的议案》《关于修订〈与福建省能源石化集团财务有 限公司关联交易的风险处置预案〉的议案》等多项议案。 （文章来源：证券日报） ...

兴业证券股份有限公司 关于福建福能股份有限公司 使用募集资金置换预先投入的自筹资金的核查意见 兴业证券股份有限公司（以下简称"兴业证券"、"保荐机构"）作为福建福 能股份有限公司（以下简称"福能股份"、"公司"）向不特定对象发行可转换公 司债券的保荐机构，根据《证券发行上市保荐业务管理办法》《上市公司募集资 金监管规则》《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监 管指引第 1 号——规范运作》等有关法律法规和规范性文件的要求，对福能股份 本次使用募集资金置换预先投入的自筹资金的事项进行了审慎核查，核查情况及 核查意见如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意福建福能股份有限公司向不特定对象 发行可转换公司债券注册的批复》（证监许可﹝2025﹞1973 号）文核准，福能股 份公开发行可转换公司债券 380.2 万手（3,802 万张），每张面值为人民币 100 元， 按面值发行，募集资金总额为人民币 3,802,000,000.00 元，扣除发行费用人民币 3,527,452.82 元，实际募集资金净额为人民币 3,798,472,547.18 元。 致同会计师事务所（特 ...