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 ...

Core Viewpoint - Leshan Electric's stock price has surged significantly, while a major shareholder has executed substantial share reductions at the peak of this price increase [1][2] Group 1: Stock Performance - Leshan Electric's stock price rose from 6.12 yuan per share at the beginning of 2025 to a closing price of 16.78 yuan per share on May 27, 2025, representing a maximum cumulative increase of 194% [1] - On May 28, 2025, the stock price continued to rise, reaching a historical high of 18 yuan per share during intraday trading [1] Group 2: Shareholder Activity - Tianjin Bohai Information Industry Structural Adjustment Equity Investment Fund Co., Ltd. (Bohai Information), the fourth-largest shareholder, reduced its holdings by a total of 6.9 million shares between May 6 and May 27, 2025, which is 0.69% and 0.50% of the total share capital, respectively [1] Group 3: Financial Performance - In 2024, Leshan Electric reported a revenue of 3.196 billion yuan, a year-on-year increase of 7.03%, with electricity being the largest revenue source at 2.251 billion yuan [4] - Despite revenue growth, the company's net profit attributable to shareholders has been under pressure, declining from 70.58 million yuan in 2022 to 22.57 million yuan in 2024 [4] - In the first quarter of 2024, the company reported a revenue of 841 million yuan, a year-on-year increase of 1.58%, but incurred a net loss of 1.2038 million yuan [4]

最新消息催化：广东电改全面开启！ 电力体制改革，正以破竹之势在全国铺展开来，而广东，作为改革开放的前沿阵地，在这场变革中一马当先，全力推进电改 2.0 版。这场围绕市 场化、数字化、绿色化的能源革命，即将重塑广东千亿级别的电力市场格局，也为投资者们开启了新的想象空间，下一个 "乐山电力" 式的投资神 话，或许正悄然酝酿。 在广东电改的浪潮中，相关企业迎来了新的发展机遇。 第一家：深圳能源 就在 2024 年 11 月 22 日，广东省能源局携手国家能源局南方监管局，正式发布《2025 年电力市场交易方案》，并明确自 2025 年 1 月 1 日起，方 案正式生效实施。根据要求，全省电力市场交易后续都将在广东电力交易系统（平台）上有序开展，这也标志着广东电力改革正式步入实操阶 段，一系列变革措施已蓄势待发。 它不仅是广东省内装机规模最大的电力公司，更是广东能源集团境内发电资产的唯一上市平台。 随着电改的推进，该公司有望成为下一个乐山电力。目前，该公司股价仅处于个位数，但在电改预期下，其弹性巨大，吸引了众多机构的关注。 倒计时2天，广东6月1日电改即将拉开帷幕，该公司5.28股东大会也将召开，其未来发展备受期待。 ...

Group 1 - Company X plans to purchase servers from multiple suppliers for a total amount not exceeding 4 billion yuan, primarily for providing computing power leasing services [1] - The transaction amount accounts for over 50% of the company's latest audited net assets and total assets, requiring approval from the shareholders' meeting [1] Group 2 - Company Y's stock has hit the limit up for four consecutive trading days, with a cumulative increase of 46.44%, indicating significant market interest in its cultural and creative business [2] - The volatility of the cultural and creative business is substantial, with projected revenues of 88.68 million yuan, 54.17 million yuan, and 184.62 million yuan for the years 2022 to 2024 respectively [2] - The main business remains focused on cigarette labels despite the fluctuations in the cultural and creative sector [2] Group 3 - Company Z's controlling shareholder is planning a change in control, intending to transfer 72.4276 million shares, representing 22.396% of the total share capital, to another investment group [3] - The stock will be suspended from trading starting May 28, 2025, for a period not exceeding two trading days [3] Group 4 - Company A has submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange [4] - The application materials are subject to updates and revisions as per the requirements of the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange [4] Group 5 - Company B's wholly-owned subsidiary plans to acquire 100% of the Czech IMI company for approximately 9.425567 million euros, aiming to enhance its global strategy and production layout [5] - The acquisition does not constitute a related party transaction or a major asset restructuring and does not require shareholder approval [5] Group 6 - Company C reported that its production costs and sales have not experienced significant fluctuations, despite its stock price deviating by over 20% in recent trading days [6] - The company confirmed that there are no undisclosed significant matters related to its operations or its controlling shareholders [6] Group 7 - Company D's stock has been trading with high volatility, with a TTM price-to-earnings ratio of 73.68, significantly above the industry median of 31.76 [7] - The company has a trading turnover rate of 19.65% as of May 27 [7] Group 8 - Company E has confirmed that its recent operational conditions and external business environment have not undergone significant changes, despite stock price fluctuations [9] - The company has no undisclosed significant matters or ongoing major plans [9] Group 9 - Company F's actual controller sold 0.26% of the company's shares during a period of stock price volatility, with proceeds partially allocated for land purchases and factory construction [10] - The actual controller may consider further stock purchases based on market conditions [10] Group 10 - Company G announced that a recent certification for its subsidiary's products will not have a direct impact on its revenue or profits [11] - The stock has also experienced significant price fluctuations recently [11] Group 11 - Company H has decided to terminate the restructuring plan for its subsidiaries due to a lack of consensus on transaction terms and changes in market conditions [12] - The decision is expected to have no adverse effects on shareholder interests [12]

3、智通财经记者从多家汽车产业链公司获悉，部分车企、下游公司及行业机构接到相关部门通知参与 研讨会，主要议题是促进二手车流通高质量发展，对 "零公里"二手车及进一步促进二手车流通消费相 关内容进行研讨。 1、三部门印发《电子信息制造业数字化转型实施方案》，加强新型信息基础设施建设，加快先进计 算、5G-A、人工智能在电子信息制造业中的规模化应用。 2、国务院反垄断反不正当竞争委员会专家咨询组召开会议，紧扣加快构建全国统一大市场、综合整 治"内卷式"竞争、加强竞争监管执法等重点任务。 4、小米集团2025年第一季度营收同比增长47.4%，经调整净利润同比增长64.5%；一季度小米SU7系列 交付新车达75869辆，智能电动汽车收入181亿元。 智通财经5月27日晚间新闻精选 5、6天3板乐山电力：股东天津渤海5月6日至5月27日期间减持690万股公司股份。3天2板英联股份：于5 月22日介绍快消品金属包装业务和复合集流体业务发展情况。2连板凯美特气：本次认证事项不会对公 司光刻气产品营业收入、利润产生直接影响。17天11板中超控股：实控人杨飞股价异动期间卖出0.26% 公司股份。6天5板京华激光：公司文创业务存 ...

证券代码：600644 证券简称：乐山电力 公告编号：2025-033 乐山电力股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 股东天津渤海信息产业结构调整股权投资基金有限公司保证向本公司提供的信 息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： （二） 权益变动触及 1%刻度的基本情况 | 投资者名称 | 变动前 | 变动前 | 变动后 | 变动后 | 权益变动方式 | 权益变动的 | | --- | --- | --- | --- | --- | --- | --- | | | 持股数 | 持股比例 | 持股数 | 持股比例 | | 时间区间 | | | （股 ） | （%） | （股） | （%） | | | | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 13.74% | | | | 权益变动后合计比例 | 12.55% | | | | 本次变动是否违反已作出的承诺、意向、 | 是□ | 否☑ | ...

乐山电力（600644）公告，公司持股5%以上股东天津渤海信息产业结构调整股权投资基金有限公司在 2025年5月6日至5月27日期间，通过大宗交易方式减持公司股份。减持股份合计690万股，占公司总股本 比例由13.74%下降至12.55%，触及1%刻度线 ...

市场人士分析，年初以来，消费板块出现两轮反弹行情。从当前时间节点来看，端午节临 近，以及"618"电商促销活动即将开展，利好消费股。 国联民生证券表示，当前，A股与港股消费板块兼具短期政策催化与长期成长逻辑。其中，具 备"稀缺性、差异化"等特性的港股新消费板块已率先复苏，相关公司业绩表现亮眼。从年报披 露情况来看，港股新消费企业2024年盈利增速维持在高位。当前A股传统消费板块估值水平 处于历史低位，修复空间较大，有望迎来新旧消费"共舞"。 今天市场震荡调整，A股新旧消费板块"共舞"，风格偏向红利，消费、电力、银行板块走强。 草甘膦板块午后出现涨停潮。 截至收盘，沪指跌0.18%，深成指跌0.61%，创业板指跌0.68%。 板块方面，饮料制造、化纤、IP经济、中药等板块今日上午走强，农药、固态电池等概念股午 银行股板块走强，杭州银行、厦门银行等涨超2%。 消费股表现强势。乳业、白酒、医药等传统消费板块与培育钻石、IP经济等新消费概念携手走 强，科拓生物"20CM"涨停，黄河旋风等涨停。 草甘膦概念股大涨 草甘膦板块午后出现涨停潮，同花顺草甘膦指数收涨超6%，中旗股份等多股涨停。 后拉升，市场热点扩散；有色金属 ...

主力资金监控：电子板块净流出超47亿 | 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | ー | 电子 | -47.69 | -5.93 | | 2 | 机械设备 | -43.08 | -5.23 | | 3 | 交运设备 | -27.45 | -4.05 | | ব | 计算机 | -25.35 | -3.82 | | 5 | 通信 | -23.79 | -8.04 | 星矿主力资金监控: 午后买入前十榜 (截止时间: 14时 15 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 中国长城 | 5.66 | 17.11 | | 2 | 青岛金王 | 5.03 | 26.31 | | 3 | 烽火电子 | 3.81 | 29.85 | | র্ব | 乐山电力 | 2.82 | 15.99 | | 5 | 中马传动 | 2.17 | 41.61 | | 6 | 广博股份 | 2.10 | 26.23 | | 7 | ...