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风电行业景气度有望继续提升,绿色电力ETF(159625)午后涨近1%
Sou Hu Cai Jing· 2025-05-06 05:51
Group 1 - The liquidity of the green power ETF showed a turnover of 2.76% with a transaction volume of 10.0083 million yuan [2] - The green power ETF experienced a significant growth in scale, increasing by 165 million yuan over the past three months [2] - In terms of shares, the green power ETF saw an increase of 18.4 million shares in the last month, indicating substantial growth [2] Group 2 - The latest net inflow of funds into the green power ETF was 9.3737 million yuan, with a total of 19.8745 million yuan accumulated over the last 18 trading days [2] - The price-to-earnings ratio (PE-TTM) of the index tracked by the green power ETF is currently at 18.37, which is in the 12.08% percentile over the past three years, indicating a historical low valuation [2] - As of April 30, 2025, the top ten weighted stocks in the National Green Power Index account for 58.04% of the index, including major companies like Yangtze Power and China Nuclear Power [2] Group 3 - The domestic public bidding market for wind power in Q1 2025 saw a new bidding volume of 28.6 GW, representing a year-on-year increase of 22.7% [3] - Wind turbine exports from China reached 14.6 million USD in March, with a month-on-month increase of 86.81% and a year-on-year increase of 50.54% [3] - The international bidding volume for Chinese wind turbine manufacturers is projected to reach 27.63 GW in 2024, showing a nearly 200% year-on-year growth [3]
A股电力板块午后异动拉升,豫能控股直线封板,华银电力冲击涨停,京运通此前涨停,晋控电力、乐山电力等跟涨。
news flash· 2025-05-06 05:16
A股电力板块午后异动拉升,豫能控股直线封板,华银电力冲击涨停,京运通此前涨停,晋控电力、乐 山电力等跟涨。 订阅A股市场资讯 +订阅 ...
乐山电力2025年一季度盈利改善但仍需关注现金流与债务状况
Zheng Quan Zhi Xing· 2025-04-30 23:44
近期乐山电力(600644)发布2025年一季报,证券之星财报模型分析如下: 乐山电力(600644)2025年一季度财务分析 经营业绩 乐山电力在2025年第一季度实现营业总收入8.41亿元,较去年同期增长1.58%。尽管营业收入有所增 长,但归母净利润仍为负值,录得-120.38万元,不过同比大幅改善76.76%。扣非净利润同样为负, 为-271.28万元,但同比上升62.99%。这表明公司在控制成本和提高运营效率方面取得了一定成效。 盈利能力 公司的盈利能力有所提升,毛利率达到12.83%,同比增长22.35%;净利率为-0.25%,同比增幅达 51.25%。尽管净利率仍为负值,但同比显著改善,显示出公司在优化成本结构方面的努力。 费用控制 销售费用、管理费用和财务费用总计1.11亿元,占营业收入的比例为13.21%,较去年同期增长25.71%。 费用率的上升可能反映了公司在扩大业务规模或加强市场推广方面的投入。 资产与负债 截至2025年一季度末,公司货币资金为5.12亿元,较去年同期大幅增长179.23%。应收账款为2.54亿 元,同比增长19.97%。有息负债为13.58亿元,同比增长12.25% ...
乐山电力龙虎榜:营业部净买入3588.32万元
乐山电力(600644)今日下跌6.17%,全天换手率18.47%,成交额11.63亿元,振幅16.73%。龙虎榜数据显 示,营业部席位合计净买入3588.32万元。 上交所公开信息显示,当日该股因日振幅值达16.73%上榜,营业部席位合计净买入3588.32万元。 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1.84亿元,其中,买入成交额为1.10亿 元,卖出成交额为7411.03万元,合计净买入3588.32万元。 4月30日公司发布的一季报数据显示,一季度公司共实现营业收入8.41亿元,同比增长1.58%,实现净利 润-120.38万元。(数据宝) 乐山电力4月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 国盛证券有限责任公司深圳梅园路证券营业部 | 4328.63 | | | 买二 | 国泰海通证券股份有限公司总部 | 2072.26 | | | 买三 | 中信证券股份有限公司上海分公司 | 1789.72 | | | 买四 | 摩根大通证券(中 ...
谢治宇最新发声;顺丰控股获张坤大举加仓丨天赐良基
Mei Ri Jing Ji Xin Wen· 2025-04-29 23:08
Group 1: Index Fee Adjustments - Multiple public fund companies received notifications from China Securities Index Co., Ltd. and Shenzhen Securities Information Co., Ltd. regarding the reduction of licensing fees for passive investment index products [1] - The notifications included a reduction in annual basis point rates, a decrease in quarterly minimum fees, an expansion of the range of index products without a quarterly minimum fee, and the cancellation of fixed licensing fees, effective from April 1 [1] Group 2: Fund Suspension Before Holidays - Several funds announced a suspension of subscriptions before the May Day holiday, including those from Anxin Fund, Zheshang Fund, and others, with resumption on May 6 [2] - This suspension primarily affected bond funds, money market funds, and index funds related to interbank certificates of deposit, aimed at protecting investors from potential net value fluctuations due to large inflows seeking capital preservation [2] Group 3: Fund Issuance Data - In April, a total of 127 new funds were issued, with nearly half being index funds, amounting to 36.3 billion units [3] - Equity funds accounted for 66.14% of the new issuances, indicating a strong focus on this area by fund companies [3] - Notably, 11 products had issuance volumes exceeding 1 billion units, collectively representing 72% of the total new fund issuance for the month [3] Group 4: Market Insights from Fund Managers - Xie Zhiyu, a prominent fund manager, highlighted positive changes in the macroeconomic environment and the potential for A-shares and Hong Kong stocks to attract significantly more capital in the future [4] - He emphasized two key investment themes: technology assets benefiting from innovation cycles and dividend-paying stocks that provide stable returns, which are increasingly being recognized for their value [4] Group 5: Significant Fund Holdings - SF Holding disclosed that Zhang Kun's E Fund Blue Chip Select Mixed Fund became a top ten shareholder, holding 35 million shares, representing 0.7% of the company [5] - Compared to the previous year, the fund significantly increased its holdings by 3.179 million shares in the first quarter [7] - Zhu Shaoxing's Fortune Tianhui Growth Mixed Fund also increased its stake in Weigao Medical, holding 5.005 million shares, up from 3.9015 million shares at the end of the previous year [8]
乐山电力(600644) - 乐山电力股份有限公司第十届监事会第十二次临时会议决议公告
2025-04-29 12:22
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。 重要内容提示: 一、监事会会议召开情况 乐山电力股份有限公司(简称"公司")于 2025 年 4 月 24 日以电子邮 件方式向各位监事发出召开第十届监事会第十二次临时会议的通知和会议 资料。公司第十届监事会第十二次临时会议于 2025 年 4 月 29 日以通讯表决 的方式召开,会议应参与表决监事 5 名,实际参与表决监事 5 名。会议的召 开符合《公司法》和公司《章程》的规定。 二、监事会会议审议情况 证券代码:600644 证券简称:乐山电力 公告编号:2025-023 乐山电力股份有限公司 第十届监事会第十二次临时会议决议公告 2.公司 2025 年第一季度报告的内容和格式符合中国证监会和上海证券 交易所的有关规定,所包含的信息能全面、真实地反映公司 2025 年第一季 度的经营管理和财务状况等事项; 全体监事以通讯表决方式出席本次监事会会议。 无监事对本次监事会议案投反对票或弃权票。 本次监事会审议的议案获全票同意通过。 3.公司监事会在发表本意见前,未发现参与报告编制 ...
乐山电力(600644) - 乐山电力股份有限公司第十届董事会第十八次临时会议决议公告
2025-04-29 12:20
证券代码:600644 证券简称:乐山电力 公告编号:2025-024 乐山电力股份有限公司 第十届董事会第十八次临时会议决议公告 二、董事会会议审议情况 审议通过了《关于公司 2025 年第一季度报告的议案》 表决结果:同意 11 票,反对 0 票,弃权 0 票。 本议案在提交董事会审议前,已经 2025 年 4 月 28 日召开的公司第 十届董事会审计与风险管理委员会第二十二次会议审议通过。 特此公告。 乐山电力股份有限公司董事会 2025 年 4 月 30 日 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: 一、董事会会议召开情况 乐山电力股份有限公司(简称"公司")于 2025 年 4 月 24 日以电 子邮件方式向董事、监事和高级管理人员发出召开第十届董事会第十八 次临时会议的通知和会议资料。公司第十届董事会第十八次临时会议于 2025 年 4 月 29 日以通讯表决的方式召开,会议应参与表决董事 11 名, 实际参与表决董事 11 名。会议的召开符合《公司法》和公司《章程》 的规定。 全体董事以通讯 ...
乐山电力(600644) - 2025 Q1 - 季度财报
2025-04-29 12:20
Financial Performance - The company's operating revenue for Q1 2025 was CNY 840,680,254.18, representing a year-on-year increase of 1.58% compared to CNY 827,637,318.11 in the same period last year[4] - The net profit attributable to shareholders was a loss of CNY 1,203,849.90, an improvement of 76.76% from a loss of CNY 5,179,957.23 in the previous year[4] - The basic earnings per share improved by 76.76%, resulting in a loss of CNY 0.0021 per share compared to a loss of CNY 0.0096 per share in the same period last year[4] - The company reported a net loss of RMB 198,064,896.88, slightly widening from a loss of RMB 196,861,046.98 in the previous period[15] - Total operating revenue for Q1 2025 was ¥840,680,254.18, a 1.26% increase from ¥827,637,318.11 in Q1 2024[19] - Net profit for Q1 2025 was -¥2,142,836.05, an improvement compared to -¥4,327,398.40 in Q1 2024, indicating a 50.5% reduction in losses[20] - The company reported a total profit for Q1 2025 of -¥1,870,943.00, compared to -¥1,539,424.37 in Q1 2024[19] Cash Flow and Liquidity - The net cash flow from operating activities improved by 35.07%, with a net outflow of CNY 143,699,249.00 compared to CNY 221,306,123.62 in the same period last year[4] - Operating cash flow for Q1 2025 was -¥143,699,249.00, an improvement from -¥221,306,123.62 in Q1 2024[22] - Cash and cash equivalents at the end of Q1 2025 totaled ¥438,303,805.00, significantly up from ¥97,975,164.40 at the end of Q1 2024[24] - The company's cash and cash equivalents increased to RMB 511,628,805.00 from RMB 301,938,840.68, representing a significant rise of about 69.4%[13] Assets and Liabilities - Total assets at the end of the reporting period were CNY 4,612,523,108.23, an increase of 4.83% from CNY 4,400,117,719.83 at the end of the previous year[5] - The total current liabilities increased to RMB 1,445,044,535.98 from RMB 1,407,773,396.80, showing a growth of about 2.6%[15] - The company’s total liabilities increased to RMB 2,309,403,361.29 from RMB 2,294,998,867.69, reflecting a growth of about 0.6%[15] - The company's short-term borrowings surged to RMB 529,630,000.00 from RMB 313,201,037.78, marking an increase of approximately 69.2%[14][15] Shareholder Equity - The equity attributable to shareholders increased by 10.80%, reaching CNY 2,040,870,782.97 compared to CNY 1,841,930,902.02 at the end of the previous year[5] - The total equity attributable to shareholders increased to RMB 2,040,870,782.97 from RMB 1,841,930,902.02, reflecting a growth of about 10.8%[15] - The company's capital reserve increased to RMB 1,556,059,267.47 from RMB 1,397,581,241.35, showing a significant rise of approximately 11.4%[15] Investment and Income - The company reported a significant increase in investment income by 64.17%, attributed to higher returns from associated companies[6] - The company received government subsidies amounting to CNY 1,185,998.31 during the reporting period, which positively impacted the financial results[6] - The company's long-term investments in equity rose to RMB 503,522,455.71 from RMB 496,309,792.47, indicating an increase of approximately 1.5%[14] Operational Efficiency - The company's management indicated ongoing efforts to improve operational efficiency and reduce costs in future quarters[21] - Total operating costs for Q1 2025 were ¥848,667,228.74, up from ¥833,218,169.92 in Q1 2024, reflecting a 1.67% increase[19] Shareholder Base - The number of ordinary shareholders at the end of the reporting period was 35,416, indicating a stable shareholder base[9]
乐山电力:2025年第一季度净亏损120.38万元
news flash· 2025-04-29 10:01
乐山电力(600644)公告,2025年第一季度营收为8.41亿元,同比增长1.58%;净亏损120.38万元,去 年同期净亏损518万元。 ...
两大指数公司下调指数产品“授权费”;节前多只基金公告“闭门谢客”
Mei Ri Jing Ji Xin Wen· 2025-04-29 07:56
Group 1 - Major index companies have reduced the "authorization fees" for index products, including lowering annual basis point rates and expanding the range of index products without a quarterly minimum fee [1] - Several funds announced a temporary suspension of subscriptions before the May Day holiday, with resumption set for May 6, primarily affecting bond funds, money market funds, and interbank certificate index funds [1] - In April, 11 new fund products each exceeded 1 billion units in issuance, totaling 26.3 billion units, which accounted for 72% of the new fund issuance scale for the month [1] Group 2 - Notable fund manager Zhu Shaoxing increased his stake in Shengjian Medical, with his fund holding an additional 1.1035 million shares compared to the end of last year [2] - Zhang Kun's fund significantly increased its holdings in SF Holding, with 35 million shares representing a 0.7% stake as of the end of the first quarter [2] Group 3 - The ETF market experienced slight fluctuations, with the Shanghai Composite Index down 0.05% and the Shenzhen Component Index down 0.05%, while the ChiNext Index fell by 0.13% [2] - The automotive parts-related ETFs showed strength, with a peak increase of 1.96% [3] - Electric power stocks collectively adjusted, with Leshan Electric hitting the daily limit down, and related ETFs experiencing declines, with the highest drop at 2.23% [5] Group 4 - Analysts suggest that the electric power and public utility sectors are foundational industries with stable performance, recommending long-term investment in large hydroelectric and nuclear power companies [6] - A new fund, the GF SSE Sci-Tech Innovation Board 100 ETF, is set to launch, managed by Luo Guoqing, with a performance benchmark based on the SSE Sci-Tech Innovation Board 100 Index [7]