国泰中证煤炭ETF（515220）成立日期2020年1月20日，最新规模86.4亿。今年以来收益11.4%，同类排 名663/5580；近一年收益14.04%，同类排名3429/4297；成立以来收益167.58%。 国泰中证煤炭ETF（515220）基金经理为吴中昊。 截至发稿，吴中昊累计任职时间4年29天，现任基金资产总规模240.55亿元，任职期间最佳基金回报 110.52%， 任职期间最差基金回报-17.57%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月24日，华电能源涨5.24%，截至发稿，报2.61元/股，成交9646.89万元，换手率0.50%，总市值206.38 亿元。 资料显示，华电能源股份有限公司位于黑龙江省哈尔滨市南岗区大成街209号，成立日期1996年10月28 日，上市日期1996年7月1日，公司主营业务涉及向本公司发电资产所在的区域销售电力产品和热力产 品。主营业务收入构成 ...

Company Fundamentals - Huadian Energy reported a net profit attributable to shareholders of -191 million yuan for the third quarter of 2025, with losses widening year-on-year. Cumulative net profit for the first three quarters was 267 million yuan, a year-on-year decline of 40.99% [2] - The decline in revenue and weakened profitability have put pressure on the stock price [2] Sector Performance - On the same day, the electric power sector index fell by 1.34%, and the public utilities sector index decreased by 1.29%. As a representative of the electric power industry, Huadian Energy was dragged down by the overall sentiment in the sector [3] Capital Flow - On February 13, Huadian Energy experienced a net outflow of 6.81 million yuan in main funds, reversing from a net inflow of 13.12 million yuan on the previous trading day. This shift in capital flow indicates short-term profit-taking or increased risk aversion [4] Stock Price Analysis - Technical indicators show that the stock price fell below the 5-day and 10-day moving averages, with the MACD histogram turning negative and the KDJ indicator rapidly descending into the oversold zone. Some technical investors may choose to reduce their positions [5] Industry Policy Environment - Although the State Council issued the "Implementation Opinions on Improving the National Unified Electric Power Market System" on February 11, the policy is considered a medium to long-term positive, with limited short-term impact on performance improvement. Additionally, the recent rebound in coal prices may exacerbate cost concerns for thermal power companies [6]

证券日报网讯 2月11日，华电能源在互动平台回答投资者提问时表示，公司财务管理已实现数字信息 化，已建立起规范的财务管理制度和内部控制体系，利用财务管理软件加强对子公司的财务管控，从而 提高财务管理效率，满足公司合规高效的运营管理需要，进一步保障公司持续高质量发展。未来，公司 将持续关注并积极顺应数字化趋势，结合自身业务发展需要与实际经营情况，不断提升财务管理效率与 服务水平。 （文章来源：证券日报） ...

目前公司属于工业行业，主要产品类型为动力机械、发电机及附属设备、专业咨询服务，2024年报主营 构成为风电机组:81.33%;新能源电站开发转让:7.61%;新能源EPC总承包:5.46%;其他:4.19%;发电收 入:1.41%。 同壁财经讯，企查查数据显示，根据《华电广西能源（维权）有限公司相关招标项目工程广西华电象州 马坪25万千瓦风电场风力发电机组（含塔架）采购批次中标结果公示》，运达能源科技集团股份有限公 司于2026年2月11日公告中标象州华电能源有限公司采购项目，中标金额为5.49亿元。 相关上市公司：运达股份(300772.SZ) 同壁财经小贴士： 同壁财经讯，企查查数据显示，根据《华电广西能源（维权）有限公司相关招标项目工程广西华电象州 马坪25万千瓦风电场风力发电机组（含塔架）采购批次中标结果公示》，运达能源科技集团股份有限公 司于2026年2月11日公告中标象州华电能源有限公司采购项目，中标金额为5.49亿元。 相关上市公司：运达股份(300772.SZ) 同壁财经小贴士： 运达股份（300772.SZ）2024年营业收入为221.98亿元，营业收入增长率为18.54%，归属母公司净利润 ...

Group 1 - The coal sector experienced a significant upward movement on February 9, with notable stocks such as New Dazhou A hitting the daily limit, while others like Baotailong, Zhengzhou Coal Electricity, Meijin Energy, Liaoning Energy, and Huadian Energy also saw gains [2]

Core Viewpoint - China Huadian Group has been actively developing and operating renewable energy projects in Tai'an since 2014, aligning with the "dual carbon" goals and local development needs, achieving a total installed capacity of 471.7 MW in wind and solar energy projects [1] Group 1: Renewable Energy Development - The Tai'an area has seen the establishment of Huadian Shandong New Energy Co., which focuses on resource integration for renewable energy projects, enhancing safety and operational management [1] - As of now, the Tai'an area has generated a total of 2.9 billion kWh of electricity, replacing approximately 850,000 tons of standard coal and reducing carbon dioxide emissions by about 2 million tons [1] Group 2: Resource Optimization - The limited resources in densely populated areas like Tai'an and Feicheng have posed challenges for large-scale renewable energy development, prompting Huadian to optimize designs and expand a planned 100 MW wind farm to 150 MW, resulting in an additional annual generation of 90 million kWh [2] - The expansion of the wind farm has lowered overall costs and set a benchmark for wind energy development while improving operational economic efficiency [2] Group 3: Integration with Ecological Restoration - A project combining renewable energy with ecological restoration has been initiated in a coal subsidence area, featuring a 200 MW solar project that integrates agricultural development with renewable energy, including various forms of complementary agriculture [3] - The project has seen an investment of over 66 million yuan, establishing efficient agricultural planting areas and multi-layered livestock breeding zones, and has generated a cumulative electricity output of 440 million kWh since its commissioning [3] Group 4: Expansion of Renewable Resources - Huadian is actively expanding its renewable energy resources through initiatives like the "Muguang Action" and "Yufeng Action," focusing on household solar photovoltaic development and integrating energy sources, networks, loads, and storage [3] - The company is also prioritizing the development of integrated projects in idle land and industrial buildings in coal subsidence areas, including the construction and operation of a solar-storage integrated project [3]

Group 1 - The establishment of Huadian (Qiqihar) New Integrated Energy Co., Ltd. has been officially registered with a capital of 10 million RMB, fully owned by Huadian Energy Co., Ltd. [1] - The legal representative of the new company is Li Changzhi, and it is classified under the electricity, heat, gas, and water production and supply industry [2] - The business scope includes power generation, transmission, and distribution, as well as research and development in emerging energy technologies, including wind and solar power services [2]

Core Viewpoint - Huadian Energy (600726) held an online investor communication meeting to enhance external understanding and market recognition of the company [1] Group 1: Company Overview - Huadian Energy became a listed company on the Shanghai Stock Exchange in 1996, recognized as the "first stock of domestic power assets" and dubbed the "cradle of China's thermal power industry" [1] - The company underwent a significant asset restructuring in 2022, incorporating high-quality coal assets and businesses [1] - Huadian Energy is the largest combined heat and power enterprise in Heilongjiang Province, with power generation capacity distributed across key load center cities such as Harbin, Qiqihar, Mudanjiang, and Jiamusi [1] Group 2: Strategic Initiatives - The company is optimizing its electricity and heat source structure, continuously increasing its market share [1] - Huadian Energy has implemented strategies such as upgrading old units and conducting renovations to further optimize its coal power generation structure, promoting energy conservation and emission reduction [1] - The company is also actively developing new energy projects, such as wind power, to enhance profitability and gradually form a supportive and complementary energy structure [1]

Core Viewpoint - Huadian Energy's stock has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 5.68%, indicating volatility in its market performance [1]. Financial Performance - For the period from January to September 2025, Huadian Energy reported a revenue of 11.775 billion, a year-on-year decrease of 11.25%, and a net profit attributable to shareholders of 267 million, down 40.99% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 778 million, with no dividends distributed in the last three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of Huadian Energy shareholders decreased by 4.51% to 139,800, while the average number of circulating shares per person increased by 6.74% to 29,989 shares [2]. - The stock's trading activity shows a net outflow of 3.4297 million in principal funds, with significant selling pressure observed [1]. Business Overview - Huadian Energy, established on October 28, 1996, and listed on July 1, 1996, is primarily engaged in the sale of electricity (45.29% of revenue), coal (32.79%), and heat products (20.89%), with a minor contribution from engineering and other services [1]. - The company operates within the public utility sector, specifically in electricity generation, and is associated with various concepts such as low-cost energy, clean energy, and state-owned enterprise reform [1]. Institutional Holdings - As of September 30, 2025, notable institutional shareholders include Guotai Junan's Coal ETF, which increased its holdings by 27.2289 million shares, and other funds that have also adjusted their positions [3].

Meeting Overview - The shareholders' meeting was held on December 23, 2025, at the company's headquarters in Harbin, Heilongjiang Province [1] - The meeting was convened by the board of directors and utilized a combination of on-site and online voting, complying with the Company Law and the company's articles of association [1] Attendance - Out of 9 current directors, 8 attended the meeting, with one director absent due to work commitments [2] - The company secretary and some senior management personnel were also present [2] Agenda and Resolutions - The following proposals were reviewed and approved: 1. Revision of the company's profit distribution system [3] 2. Revision of the company's investment management regulations [3] 3. Proposal to provide entrusted loans to a controlling subsidiary [4] 4. Adjustment of the company's investment plan for 2025 [4] 5. Anticipated routine related-party transactions for 2026 [4] - All proposals were ordinary resolutions and passed with more than half of the valid voting shares [4] Voting and Related Transactions - Proposals 2 and 4 involved related-party transactions with the actual controller, China Huadian Corporation, and the controlling shareholder, Huadian Coal Industry Group Co., Ltd., which abstained from voting [4] - The voting results were separately counted for minority investors [4] Legal Verification - The meeting was witnessed by Heilongjiang Borun Law Firm, confirming that the convening and proceedings of the meeting complied with relevant laws and regulations [4]