Group 1 - Public funds have actively participated in the A-share private placement market, with a total allocation amount of 9.785 billion yuan and a floating profit of 1.694 billion yuan, resulting in an overall floating profit ratio of 17.32% as of May 20, 2025 [1][3] - The top-performing public fund is Yimi Fund, achieving a floating profit ratio of 49.49% with a floating profit of 39.588 million yuan from an allocation of 80 million yuan [1][3] - Companies like Leshan Power and Sheng Tai Co. have shown significant floating profits, with Leshan Power leading at a floating profit ratio of 178% [3][4] Group 2 - Private funds have also shown strong performance, with 27 private institutions participating in 23 A-share companies, achieving a total allocation of 1.943 billion yuan and a floating profit of 528 million yuan, resulting in a floating profit ratio of 27.19% as of May 21, 2025 [2][6] - Small-scale private funds have excelled, with Lihua Investment achieving a floating profit ratio of 178.04% from a single allocation of 810,000 yuan [7][8] - The overall performance of the private placement market indicates a trend towards higher returns in sectors such as new energy, semiconductors, and high-end manufacturing, which account for over 70% of the high floating profit ratios [9]

暗盘资金流向曝光！提前捕捉庄家建仓信号>> 电力股午后走弱，乐山电力（600644）跌停，湖南发展（000722）、西昌电力（600505）、廊坊发展 （600149）、华银电力（600744）、闽东电力（000993）等跌幅居前。 ...

Group 1 - The A-share directed issuance market has been active this year, with public institutions participating significantly, investing nearly 10 billion yuan [1] - As of May 21, 21 public institutions participated in 31 A-share companies' directed issuances, with a total subscription amount reaching 9.785 billion yuan, resulting in a floating profit of 1.647 billion yuan and an overall floating profit rate of 16.84% [3] - Among the 21 public institutions involved, 18 achieved a floating profit, representing 85.71% of the participants [3] Group 2 - The competition for quality targets among public institutions shows a "head concentration" characteristic, with 23 out of 31 stocks having public issuance allocations exceeding 100 million yuan [3] - Haohua Technology topped the list with a public issuance allocation of 1.628 billion yuan, attracting three institutions: Caitong Fund, Dacheng Fund, and Nord Fund [3] - Other notable stocks with public issuance allocations exceeding 500 million yuan include Guolian Minsheng, Dize Pharmaceutical, Anning Co., Zhongtung High-tech, Baiwei Storage, and COSCO Shipping Special [3] Group 3 - Among the 31 stocks, 27 achieved floating profits, accounting for 87.10% [4] - Leshan Power led with a floating profit rate of 205.79%, with three public institutions collectively allocated 104 million yuan and a floating profit amounting to 213 million yuan [4]

Core Viewpoint - Leshan Electric Power Co., Ltd. has experienced a significant stock price surge since April 2023, with a cumulative increase of 130.72% since April 1 and 150.33% year-to-date, attributed to seasonal demand and market sentiment [2][3][5]. Stock Performance - On May 21, 2023, Leshan Electric's stock price closed at 15.32 yuan per share, with a strong buy order of 22,000 lots [2]. - The stock's performance has been notably higher than the Shanghai Composite Index, which only increased by 4.61% during the same period [3]. Company Operations - The company has stated that its operations are normal, with no undisclosed information affecting its performance [4][5]. - Leshan Electric's market environment has not undergone significant changes, and production costs remain stable [4]. Market Trends - The electricity sector typically sees an upward trend in the second quarter, particularly due to high temperatures in Sichuan leading to increased electricity demand [5]. - The recent stock price increase is also linked to improved market sentiment regarding U.S.-China trade negotiations [5]. Financial Performance - In 2024, the company reported a revenue of 3.196 billion yuan, a 7.03% increase year-on-year, with electricity being the largest revenue source at 2.251 billion yuan [7]. - Despite revenue growth, the company's net profit has been declining, dropping from 70.58 million yuan in 2022 to 22.57 million yuan in 2024 [7][8]. Business Model Transition - The company has shifted its profit model from a purchase-sale difference model to a transmission and distribution pricing model since 2022, which has significantly reduced profitability [8]. - The traditional electricity business is facing challenges, prompting the company to explore new energy storage solutions and other innovative business models [8]. Regulatory Changes - A recent adjustment in the time-of-use electricity pricing mechanism is expected to impact the company's operating performance, potentially reducing electricity business revenue by approximately 8.5 million yuan in 2025 [6].

乐山电力(600644)今日上涨5.74%，全天换手率27.40%，成交额23.76亿元，振幅11.59%。龙虎榜数据显 示，营业部席位合计净卖出8797.65万元。 上交所公开信息显示，当日该股因日换手率达27.40%上榜，营业部席位合计净卖出8797.65万元。 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4.34亿元，其中，买入成交额为1.73亿 元，卖出成交额为2.61亿元，合计净卖出8797.65万元。 具体来看，第一大买入营业部及卖出营业部均为国泰海通证券股份有限公司总部，买入金额为6966.03 万元，卖出金额为8199.42万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均涨2.69%，上榜后5日平均涨14.16%。 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5月22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 | 国泰海通证券股份有限公司 ...

今年以来，A股定向增发(以下简称"定增")市场活跃度显著提升，公募机构作为重要参与者，以近百亿 元资金规模深度布局，截至5月21日收盘，整体浮盈率超16%，逾八成公募机构实现正向收益。 财通基金管理有限公司(以下简称"财通基金")相关人士在接受《证券日报》记者采访时表示，在政策推 动下，保险资管、银行理财与公募基金同步参与定增，越来越多的机构参与也将为定增投资者带来多样 化、专业化投资策略，有利于投资者通过此类专业产品和策略，在政策与产业共振中捕捉结构性机会。 18家公募机构实现浮盈 2025年定增市场活跃度提升，与监管部门持续释放的政策红利密切相关。去年发布的"并购六条"明确鼓 励上市公司综合运用股份、定向可转债、现金等支付工具实施并购重组。与此同时，《关于推动中长期 资金入市工作的实施方案》进一步打通中长期资金入市卡点堵点，"允许公募基金、商业保险资金、基 本养老保险基金、企(职)业年金基金、银行理财等作为战略投资者参与上市公司定增"。在业内人士看 来，这使得公募机构与上述机构实现"同权参与"，形成多元化资金供给格局。 "政策端对定增市场的支持体现在两个维度：一是通过并购重组规则优化，提升定增标的的战略价 ...

证券代码：600644 证券简称：乐山电力 公告编号：2025-031 乐山电力股份有限公司 关于股价异常波动的公告 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 ●公司股票2025年5月19日、5月20日、5月21日连续三个交易日内 收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》 等有关规定，属于股票交易异常波动的情形。自4月11日以来累计涨幅 达到118.23%，同期上证指数涨幅为4.61%，公司股票涨幅显著高于同 期上证指数，目前公司市盈率（TTM）为333.73，显著高于同行业上市 公司均值27.14。近期公司股价涨幅偏高，估值偏高，公司特别提醒广 大投资者注意二级市场炒作风险，理性决策，审慎投资。 ●公司于2025年4月30日披露2025年第一季度报告。公司2025年第 一季度实现归属于上市公司股东的净利润-120.38万元，实现归属于上 市公司股东的扣除非经常性损益的净利润-271.28万元。敬请广大投资 者注意投资风险。 ●公司向持有公司股份5%以上的前四大股东核实，截至本公告 ...

2连板乐山电力：公司市盈率远高于同行业上市公司均值 智通财经5月21日电，乐山电力(600644.SH)公告称，公司股票在2025年5月19日至21日连续三个交易日 内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。自4月11日以来，公司股价累计涨 幅达118.23%，显著高于同期上证指数涨幅4.61%。目前公司市盈率（TTM）为333.73，远高于同行业上 市公司均值27.14。 ...

乐山电力：公司目前无并购重组计划。若涉及影响公司经营发展的重大事项，公司将严格按照有关法律 法规的规定，依法合规、及时公平地履行信息披露义务。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600644 证券简称：乐山电力 公告编号：2025-029 乐山电力股份有限公司 关于使用募集资金向控股子公司增资进展暨完成 工商变更登记的公告 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。 乐山电力股份有限公司（简称"公司"）于2025年4月8日召开第十届董事会第十七次临时会议，审议通过 了《关于使用募集资金向控股子公司增资和提供借款以实施募投项目的议案》，同意公司使用募集资金 中的4,000.00万元向四川乐晟储能科技有限公司（简称"乐晟科技"）进行增资，本次增资完成后乐晟科 技注册资本由1,000.00万元增加至5,000.00万元，公司持股比例由60%变更为92%，四川晟天新能源发展 有限公司持股比例由40%变更为8%。具体内容详见公司于2025年4月9日在上海证券交易所网站 （https://www.sse.com.cn）披露的《乐山电力股份有限公司关于使用募集资金向控股子公司增资和提供 借款以实施募投项目的公告》（公告编号：2025-013）。 一、本 ...