Core Viewpoint - Leshan Electric Power's stock price has seen a significant increase, rising from over 7 yuan per share to a peak of 18 yuan, reflecting a market optimism driven by the company's transition to energy storage projects [1][2] Group 1: Stock Performance - Leshan Electric Power's stock price increased by over 130% within a specific timeframe, with a closing price of 15.38 yuan on June 9 [1] - Institutional investors reported a floating profit exceeding 60 million yuan due to the stock price surge [1] Group 2: Company Strategy and Developments - The company has been focusing on energy storage as a key area for growth, with a new 100MW/200MWh energy storage project in Longquanyi District, Chengdu, expected to commence operations in summer 2023 [2][5] - The company aims to maintain a cautious approach in its expansion strategy, evaluating the effectiveness of existing projects before considering further geographical expansion [2][5] Group 3: Historical Context and Caution - Leshan Electric Power has a history of being the first publicly listed power company in China, but its market visibility has diminished over time due to a focus on local operations [3] - The company previously faced challenges in 2008 when it attempted to enter the upstream silicon material sector, which ended in bankruptcy, influencing its current cautious approach to new ventures [6] Group 4: Technological Initiatives - The company is working on advancing its virtual power plant initiatives and integrating artificial intelligence with energy management, focusing on optimizing energy usage and improving efficiency [7]

Core Viewpoint - Leshan Electric Power has experienced a significant stock price increase, attributed to its strategic shift towards energy storage and the successful completion of a new energy storage project [1][2][5] Group 1: Stock Performance - Leshan Electric Power's stock price rose from just over 7 yuan to a peak of 18 yuan, marking an increase of over 130% [1][5] - Institutional investors reported a floating profit exceeding 60 million yuan due to this stock price surge [1][5] Group 2: Strategic Transformation - The company's stock price increase is closely linked to its transition into energy storage, particularly through the establishment of a 100MW/200MWh energy storage project in Longquanyi District [2][6] - This project has been selected as a pilot demonstration project for new energy storage in Sichuan and is expected to commence production in the summer [2][14] Group 3: Institutional Investment - Institutional investors, such as Xi'an Lihua Investment Management Co., entered the company through a directed issuance at a price of 5.01 yuan, acquiring 5.988 million shares for a total of 30 million yuan [5][6] - The lock-up period for these shares will expire on August 20 of this year, potentially impacting future trading dynamics [5][6] Group 4: Business Operations - Leshan Electric Power has historically focused on local utilities, with 91.52% of its revenue coming from the Leshan area, primarily in water, electricity, and gas services [9][13] - The company is cautious about expanding beyond Sichuan, emphasizing a careful approach to its transformation and potential future growth [15][16] Group 5: Future Prospects - The company aims to transition its energy storage initiatives from the investment phase to a phase where tangible results can be observed [16] - Leshan Electric Power is exploring the integration of virtual power plants and artificial intelligence in energy management, although these initiatives are not directly related to AI computing power [18]

证券代码：600644 证券简称：乐山电力 公告编号：2025-034 乐山电力股份有限公司 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 (一)股东会召开的时间：2025 年 6 月 5 日 (二)股东会召开的地点：乐山市市中区金海棠大酒店会议室 (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： 份总数的比例（%） 61.1557 (四)表决方式是否符合《公司法》及公司《章程》的规定，大会主持情况等。 本次股东会现场会议由公司董事长刘江先生主持，会议对议案采取现场投票 与网络投票相结合的方式进行表决。会议的召开符合《公司法》和公司《章程》 等有关规定。 (五)公司董事、监事和董事会秘书的出席情况 议系统出席会议董事 5 人，独立董事何曙光、副董事长林晓华、董事尹强、乔一 桐、刘苒通过视频会议系统出席会议。 系统出席会议监事 3 人，监事会主席王丹丹、监事曾媛、贾海燕通过视频会议系 统出席会议。 二、 议案审议情况 (一)非累积投票 ...

证券代码：600644 证券简称：乐山电力 公告编号：2025-034 乐山电力股份有限公司 2024年年度股东会决议公告 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 (一)股东会召开的时间：2025 年 6 月 5 日 (二)股东会召开的地点：乐山市市中区金海棠大酒店会议室 (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： | 1、出席会议的股东和代理人人数 | 1,685 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 353,676,604 | | 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 | | | 份总数的比例（%） | 61.1557 | (四)表决方式是否符合《公司法》及公司《章程》的规定，大会主持情况等。 本次股东会现场会议由公司董事长刘江先生主持，会议对议案采取现场投票 与网络投票相结合的方式进行表决。会议的召开符合《公司法》和公司《章程》 等有关规定。 1 二、 ...

根据北京康达（成都）律师事务所（以下简称"本所"）与乐山电力股份有限公司（以 下简称"乐山电力"或"公司"）签订的《聘请法律顾问合同》，本所指派杨波、何瑞律师出 席了乐山电力 2024 年年度股东会（以下简称"本次股东会"）。 本所律师根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国 证券法》（以下简称《证券法》）、《上市公司股东会规则》（以下简称《股东会规则》）等 法律法规、规范性文件及《乐山电力股份有限公司章程》（以下简称《公司章程》）的有 关规定，就本次股东会的召集和召开程序、召集人和出席人员的资格、表决程序以及表 决结果发表法律意见。 四川省成都市锦江区东御街 18 号百扬大厦 11 楼 11F, Square One, No.18 Dongyu St., Jinjiang District, Chengdu, Sichuan, 610011, P.R.China 电话/Tel.:（028）87747485 传真/Fax:（028）86512848 网址/Website:www.kangdacdlawyers.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 ...

Group 1 - The core viewpoint highlights the significant growth of the green power ETF, with a trading volume of 6.1863 million yuan and a 1.81% turnover rate, indicating strong market interest [1] - Over the past three months, the green power ETF has seen an increase in scale by 68.9715 million yuan, ranking first among comparable funds [1] - The ETF's share count has grown by 49.2 million shares in the last three months, also leading among comparable funds [1] Group 2 - The current price-to-earnings ratio (PE-TTM) of the index tracked by the green power ETF is 18.67, which is below 85.57% of the historical data over the past three years, indicating a low valuation [1] - The top ten weighted stocks in the index account for 58.12% of the total, with major companies including Changjiang Electric Power and China Nuclear Power [1] - Recent government initiatives aim to enhance the electricity service environment, promoting energy efficiency and the use of green electricity, which may benefit companies in the sector [1] Group 3 - In 2024, multiple policies are expected to create a stable market environment for renewable energy operators, leading to a stabilization in the industry [2] - The upcoming national energy work conference in 2025 is anticipated to further integrate renewable energy into the electricity market [2] - The market has likely priced in expectations for electricity volume and pricing in the renewable energy sector, with potential positive changes from green certificates and subsidies [2]

Group 1 - The core idea of the reform is "full participation, market pricing," aimed at integrating both centralized and distributed renewable energy into the spot trading system [2] - The reform is a significant change in the electricity market and a key step in promoting energy transition [2] - The market's attention to related concept stocks is increasing as the electricity reform progresses [2] Group 2 - From June 1, 2025, five provinces (Guangdong, Guangxi, Yunnan, Guizhou, Hainan) will officially start the long-cycle settlement trial operation of the new energy electricity spot market, marking a substantial phase in the market-oriented reform in the southern region [3] Group 3 - Zhejiang Energy is a notable company, a state-owned enterprise in Zhejiang with an installed capacity of over 40 million kilowatts, involved in electricity, oil and gas, and environmental protection [2] - Shenzhen Energy has shown outstanding performance in Guangdong's electricity reform, with a growing proportion of clean energy in its operations [4] - Southern Power Grid Energy Storage is a key player in the regional energy storage sector, covering five provinces [5] - Southern Power Grid Technology has a strong business foundation in power production equipment import, engineering design, and consulting, being the first company in the energy sector listed on the Sci-Tech Innovation Board [6] - Guangdong Electric Power A is the largest state-controlled power listed company in Guangdong, involved in various energy investments and operations [7] - There is a market-favored company within the Southern Power Grid system, recognized as the first comprehensive energy stock controlled by a central enterprise, with its market potential gradually being released [8]

Group 1 - The Southern five provinces (Guangdong, Guangxi, Yunnan, Guizhou, Hainan) are accelerating power reform, with a pilot program for spot trading set to begin in June 2025 [1][2] - The reform aims to establish a unified national electricity market, promote renewable energy consumption, and reduce electricity costs through market mechanisms [2][4] - The pilot phase will allow full market entry for renewable energy, with a focus on accurate wind power forecasting and real-time system coordination [4][6] Group 2 - Previous reforms in Sichuan and Chongqing led to significant stock price increases, with Leshan Electric rising over 150% and Chongqing Three Gorges A soaring more than 150% [6] - The market anticipates that the Southern five provinces' joint reform could create new investment opportunities and challenges in the capital market [6] - Key related stocks include China Nuclear Power, Huaneng International, Longyuan Power, and Three Gorges Energy, with respective market capitalizations of 189.84 billion, 108.32 billion, 139.94 billion, and 123.06 billion [7][8][9][10]

在 "双碳" 目标引领下，我国能源结构调整与电力体制改革正大步迈进。当下，一场影响深远的电改浪 潮正席卷而来，这便是南方五省（广东、广西、云南、贵州、海南）联合电改。 此次改革堪称十年一遇的重大机遇，将重塑南方区域乃至全国的能源格局，而一家央企控股的综合能源 "第一股" 正站在这风口浪尖，其发展预期被拉满。 从2025年6月1日起，五省将正式开启新能源电力现货市场的长周期结算试运行，这标志着南方区域电力 市场化改革迈入了实质性落地的新阶段。 粤电力A 广东省属国资控股最大电力上市公司，可控装机容量超4170万千瓦，清洁能源占比提升至49.24%。 最后一家，也是作者为大家挖掘的"五省联合"电改第一股，实力碾压乐山电力！ 为避免打扰主力，唻炂仲㞻：小婉说市，带走。公司是南方电网系统内唯一从事节能服务的企业，被誉 为央企控股的综合能源"第一股"。倒计时1天，6月1日电改通知已发，125家机构底部疯狂抄底。股价不 到5元，高位回撤65%，底部预期差极大，在当下电改超级风口下，有望迎来十倍行情，远超乐山电 力！ 改革的核心理念是"全量参与、市场定价"，旨在推动集中式与分布式新能源全面融入现货交易体系，通 过机制电价、 ...

5月29日沪指上涨0.70%，市场两融余额为18093.70亿元，较前一交易日减少11.47亿元。 证券时报·数据宝统计显示，截至5月29日，沪市两融余额9165.92亿元，较前一交易日减少16.58亿元； 深市两融余额8872.23亿元，较前一交易日增加4.48亿元；北交所两融余额55.55亿元，较前一交易日增 加0.63亿元；深沪北两融余额合计18093.70亿元，较前一交易日减少11.47亿元。 分行业看，申万所属行业中，融资余额增加的行业有15个，增加金额最多的行业是计算机，融资余额增 加4.06亿元；其次是银行、食品饮料行业，融资余额分别增加2.76亿元、1.58亿元。 具体到个股来看，融资余额出现增长的股票有1748只，占比47.59%，其中，309股融资余额增幅超过5% 。融资余额增幅最大的是宏柏新材，该股最新融资余额1.42亿元，较前一交易日增幅达183.02%；股价 表现上，该股当日上涨10.05%，表现强于沪指；融资余额增幅较多的还有久盛电气、胜业电气，融资 余额增幅分别为46.44%、43.68%。 与杠杆资金大幅加仓股相比，有1925股融资余额出现下降，其中，融资余额降幅超过5%的有2 ...