Group 1 - The Central Meteorological Administration issued a yellow high-temperature warning, predicting temperatures of 35-36°C in various regions including Inner Mongolia, Gansu, Ningxia, and parts of Shaanxi, Shanxi, Hebei, and others, with some areas reaching 37-39°C and localized spots exceeding 40°C [1] - The Shandong Provincial Meteorological Administration also issued an orange high-temperature warning, forecasting temperatures above 35°C in several regions, with specific areas expected to reach 40-42°C [1] - In Henan, temperatures surged to 40°C and above, with Linzhou hitting a record 43.2°C, and surface temperatures exceeding 70°C in some locations [2] Group 2 - The power sector saw significant stock movements, with companies like Leshan Electric hitting the daily limit, and others such as Hunan Development and Xichang Electric also experiencing gains [2] - According to Minsheng Securities, the decline in coal prices and steady growth in thermal power performance in Q1 2023 suggest that the upcoming peak electricity usage season in Q2 and Q3 could lead to continued performance improvements for companies, especially those investing in wind power and cogeneration [2] - Huayuan Securities noted that while thermal power operators are expected to see improved performance in Q1 2025, there is a growing disparity in profitability, with northern units performing better than those in the Yangtze River Delta region [3]

Group 1 - Huawei officially launched its Harmony OS computers, with the first foldable model priced at 23,999 yuan and the MateBook Pro starting at 7,999 yuan, marking a significant expansion into the desktop ecosystem [1] - The Harmony OS 5 aims to deepen the integration between mobile and desktop environments, showcasing a foldable design with an 18-inch display that folds to 13 inches, weighing only 1.16 kg [1] Group 2 - The State Administration of Foreign Exchange reported a positive trend in foreign investment in RMB assets, with foreign investors increasing their holdings of domestic bonds by 10.9 billion USD in April [2] - In late April, foreign investment in domestic stocks turned into net purchases, indicating a growing confidence in the Chinese market [2][3] Group 3 - Xinhua Insurance has been approved to participate in the third batch of long-term investment reform pilot programs, planning to establish the Honghu Fund Phase III, which has received regulatory approval [4] - This marks the third consecutive phase of the Honghu Fund initiated by Xinhua Insurance, reflecting a commitment to long-term investment strategies [4] Group 4 - Despite triggering "serious abnormal fluctuations," Chengfei Integration has seen its stock price rise for nine consecutive trading days, with a cumulative increase of 135.8% since May 7 [6] - The company has a low revenue contribution from its core aviation parts business, indicating that its recent stock performance may be driven more by market speculation than fundamental business strength [6][7] Group 5 - At least six rare earth material companies have received export licenses from the Ministry of Commerce, amid ongoing export control measures on certain rare earth elements [7] - The supply of rare earths may face short-term reductions due to various factors, although industry experts predict that prices will not experience significant fluctuations this year [7] Group 6 - The U.S. stock market experienced a collective decline, with major indices falling due to Moody's downgrade of the U.S. credit rating, impacting technology stocks significantly [8] - Notable declines were observed in major tech stocks, with Tesla dropping over 3% and other companies like Nvidia and TSMC also experiencing losses [8] Group 7 - The UK is expected to agree to restart trade and defense cooperation with the EU, marking a significant shift in relations since Brexit [9] - This move aims to boost economic growth and enhance security in the European region [9] Group 8 - The U.S. Congress is reviewing President Trump's comprehensive tax reduction bill, which has passed a key committee, but still faces challenges ahead [10][11] - The House Rules Committee is set to review the bill, with a potential vote expected later in the week [11][12] Group 9 - Ctrip's report indicates a strong recovery in the tourism sector for the upcoming Dragon Boat Festival, with domestic and inbound travel showing significant growth [14] - The report highlights a 100% increase in hotel search interest for inbound travel, suggesting a robust rebound in the tourism industry [14]

Group 1 - Wanrun New Energy signed a supply agreement with CATL for approximately 132.31 thousand tons of lithium iron phosphate products from May 2025 to 2030, with a commitment to purchase at least 80% of the agreed amount monthly [1] - Hongxin Electronics' subsidiary signed a technology service contract worth 177 million yuan and a hardware procurement contract worth 385 million yuan [2] - Hubei Yihua received preliminary approval from the Yichang State-owned Assets Supervision and Administration Commission for a major asset restructuring plan to acquire 100% equity of Yichang Xinfatou, increasing its stake in Xinjiang Yihua from 35.597% to 75% [3] Group 2 - Leshan Electric Power announced that the adjustment of the time-of-use electricity pricing mechanism is expected to reduce its electricity business revenue by approximately 8.5 million yuan in 2025 [4] - Weir Shares plans to change its name to "Haowei Group" and its stock abbreviation to "Haowei Group," while keeping the stock code unchanged [5] Group 3 - Multiple stocks are experiencing significant trading volatility, with Ningbo Shipping facing high speculation risks due to recent price fluctuations [6] - Zhaoxun Media plans to repurchase shares worth between 100 million and 200 million yuan [6] - Dongzhu Ecology signed a total contract for land consolidation in Laos worth 3.5 billion yuan [8]

Group 1 - The core point of the announcement is the adjustment of the time-of-use electricity pricing mechanism in Sichuan Province, effective from May 1, 2025, which will impact the company's operating performance [1][2] - The adjusted peak, flat, and valley time durations for summer are 10, 8, and 6 hours respectively, while for spring and autumn, they are 7 hours each. The peak pricing duration has been increased from 2 hours to 3 hours, and a flexible peak pricing mechanism has been established [1] - The adjustment is expected to reduce the company's electricity business revenue by approximately 8.5 million yuan in 2025 due to an increase in valley hours and a decrease in flat hours, along with a shift of high peak hours to a lower pricing season [1][2] Group 2 - Industrial and commercial users will have the option to voluntarily choose to implement the time-of-use pricing [1] - The final impact on the company's financials will be determined by the audited annual financial report for 2025 [2]

证券代码：600644 股票简称：乐山电力 公告编号：2025-028 乐山电力股份有限公司 关于分时电价机制调整的公告 本次分时电价机制调整对公司经营业绩会造成一定影响。由于全 年增加低谷时长 180 小时、减少平段时长 180 小时，并将 180 小时高峰 时段由用电价格相对较高的春秋季调整到价格较低的夏季。工商业用户 结合分时电价机制调整合理安排生产计划，全年销售均价将有所降低。 经初步测算，本次分时电价机制调整预计减少公司 2025 年电力业务收 益 850 万元左右。 该测算仅为初步测算数据，最终影响金额以公司 2025 年度经审计 的年度财务报告为准。 备查文件： 1 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。 四川省发展和改革委员会发布了《关于进一步调整我省分时电价 机制的通知》（川发改价格〔2025〕185 号），自 2025 年 5 月 1 日起 执行。现将本次政策调整的主要内容及对公司的影响公告如下： 一、本次分时电价机制调整的主要内容 1.调整峰平谷时段划分。建立季节性差异化分时电价机制，调整 后夏季 ...

Core Viewpoint - A-shares in the power sector are rising against the trend, with notable gains in several companies, indicating a potential shift in investor sentiment towards this industry [1] Company Performance - Hunan Development has reached the daily limit increase, reflecting strong investor interest [1] - Other companies showing significant gains include: - Chenzhou Electric International - Electric Power Investment and Financing - Huaihe Energy - Leshan Electric Power - Jiuzhou Group - Dalian Thermal Power [1]

乐山电力 2024 年年度股东会会议资料 乐山电力股份有限公司 600644 2024 年年度股东会会议资料 二〇二五年六月五日 1 乐山电力 2024 年年度股东会会议资料 乐山电力股份有限公司 2024 年年度股东会须知 一、本次股东会参会人员为持有本公司股份登记参会的全体股东及 股东代理人、公司董事、监事、高管人员、公司聘请的见证律师以及公 司邀请参会的有关人员。 二、公司鼓励股东或股东代理人采用网络投票方式参加本次股东会。 确需参加现场会议的股东或股东代理人应当做好出席登记，并服从会务 人员的现场安排。 三、本次会议按照集中报告议案、集中发言、表决和宣读决议及法 律意见书的顺序进行。 四、由于本次会议的所有资料按照交易所的规定已于 5 月 17 日在上 海证券交易所指定的网站披露，报告人对议案的报告要突出主题，力求 简明扼要。 五、集中发言期间，每位发言者第一次发言时间不超过 5 分钟，发 言者提出问题，在得到大会解释后，若有疑问，可以要求进行第二次发 言，第二次发言时间不超过 2 分钟，有关发言者不得提出与议案无关的 内容。主持人可根据情况决定讨论时间的长短。 六、请各位参会人员遵守会场秩序。 20 ...

Market Overview - The Shanghai Composite Index fell by 0.68% on May 15, with four industries experiencing gains, led by the beauty and personal care sector, which rose by 3.68% [1] - The utilities sector ranked third in terms of daily gains, while the computer and communication sectors saw the largest declines, with drops of 2.97% and 2.45% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 53.83 billion yuan, with five industries seeing net inflows. The pharmaceutical and biological sector led with a net inflow of 735 million yuan despite a slight decline of 0.12% [1] - The beauty and personal care sector also saw a net inflow of 386 million yuan, corresponding to its 3.68% increase [1] - The computer industry experienced the largest net outflow, totaling 10.16 billion yuan, followed by the electronics sector with an outflow of 7.83 billion yuan [1] Utilities Sector Performance - The utilities sector increased by 0.12% with a net capital outflow of 66.7 million yuan. Out of 131 stocks in this sector, 38 rose, including two that hit the daily limit, while 87 fell, with one hitting the lower limit [2] - The top three stocks with net inflows in the utilities sector were Jingyuntong, Ningbo Energy, and Sanxia Energy, with net inflows of 176 million yuan, 124 million yuan, and 64.4 million yuan respectively [2] - The stocks with the largest net outflows included Changjiang Electric, Leshan Electric, and Luxiao Technology, with outflows of 1.49 billion yuan, 1.39 billion yuan, and 1.11 billion yuan respectively [4] Utilities Sector Capital Inflow and Outflow - The top inflow stocks in the utilities sector included: - Jingyuntong: +10.00%, 1214% turnover, 175.58 million yuan inflow - Ningbo Energy: +4.63%, 1690% turnover, 123.89 million yuan inflow - Sanxia Energy: +0.46%, 0.55% turnover, 64.34 million yuan inflow [2] - The top outflow stocks included: - Changjiang Electric: +0.90%, 0.30% turnover, -1485.56 million yuan outflow - Leshan Electric: +4.01%, 2433% turnover, -1391.42 million yuan outflow - Luxiao Technology: -4.12%, 3.42% turnover, -1108.47 million yuan outflow [4]

证券代码：600644 证券简称：乐山电力 公告编号：2025-027 乐山电力股份有限公司 关于召开2024年年度股东会的通知 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： 网络投票系统：上海证券交易所股东大会网络投票系统 ? 股东会召开日期：2025年6月5日 ? 本次股东会采用的网络投票系统：上海证券交易所股东大会网络投票系统 议以11 名董事全票审议通过了《关于召开2024年年度股东会的议案》。现将具体情况公 告如下： 一、 召开会议的基本情况 (一)股东会类型和届次 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 6 月 5 日 9 点 30 分 召开地点：乐山市市中区金海棠大酒店会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票起止时间：自2025 年 6 月 5 日 至2025 年 6 月 5 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 ...

证券代码：600644 证券简称：乐山电力 公告编号：2025-027 乐山电力股份有限公司 关于召开2024年年度股东会的通知 2024年年度股东会 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 6 月 5 日 9 点 30 分 召开地点：乐山市市中区金海棠大酒店会议室 1 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： 2025年4月16日，乐山电力股份有限公司（简称"公司"）第十届董事会第六次会 议以11 名董事全票审议通过了《关于召开2024年年度股东会的议案》。现将具体情况公 告如下： 一、 召开会议的基本情况 (一)股东会类型和届次 本次股东会审议议案及投票股东类型 | 序号 | 议案名称 | | 投票股东类型 | | --- | --- | --- | --- | | | | | A 股股东 | | | 非累积投票议案 | | | | 1 | 关于公司 | 年度董事会工作报 ...