华银电力公告，公司拟投资建设怀化通道县金坑风电场项目、芷江县碧涌风电场项目、芷江县大树坳风 电场项目、永州新田县新圩站林光互补项目二期，四个项目装机规模共计338.5兆瓦，总投资额约 187565万元。项目资金来源为资本金20%，银行贷款80%。项目建设期约为12-14个月，预计将扩大公司 新能源装机规模，增加利润增长点，改善电源结构，促进地方低碳经济发展。但项目存在政府部门审批 进度不及预期、建设工期延误以及国家产业、税收以及电价政策变化的风险。公司将采取措施控制风 险，包括优化项目设计、加强采购和施工管理、降低运维成本等。 ...

证券之星消息，10月30日电力板块较上一交易日上涨0.18%，恒盛能源领涨。当日上证指数报收于 3986.9，下跌0.73%。深证成指报收于13532.13，下跌1.16%。电力板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605580 | 恒盛能源 | 34.74 | 4.17% | 8.43万 | 2.91亿 | | 600744 | 华银电力 | 6.84 | 2.55% | 110.33万 | 7.41亿 | | 000767 | 晋控电力 | 3.01 | 2.38% | 105.16万 | 3.18亿 | | 600905 | 三峡能源 | 4.38 | 2.10% | 384.81万 | 16.80亿 | | 600956 | 新大绿能 | 7.95 | 2.05% | 16.21万 | 1.28亿 | | 000690 | 宝新能源 | 4.87 | 1.88% | 93.98万 | 4.54亿 | | 000539 | 粤电力 A | 4.95 | 1. ...

截至6月30日，华银电力股东户数16.97万，较上期增加33.34%；人均流通股11967股，较上期减少 25.00%。2025年1月-6月，华银电力实现营业收入41.20亿元，同比增长16.18%；归母净利润2.07亿元， 同比增长4146.80%。 分红方面，华银电力A股上市后累计派现4.03亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，华银电力十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1344.46万股，相比上期减少80.12万股。广发中证全指电力ETF（159611）位居第五大流 通股东，持股423.63万股，相比上期减少58.36万股。 责任编辑：小浪快报 10月30日，华银电力盘中上涨2.10%，截至13:30，报6.81元/股，成交3.65亿元，换手率2.70%，总市值 138.32亿元。 资金流向方面，主力资金净流出1595.42万元，特大单买入1352.46万元，占比3.70%，卖出2516.33万 元，占比6.89%；大单买入6617.57万元，占比18.13%，卖出7049.12万元，占比19.31%。 华银电力今年以来股价涨118.97 ...

Core Viewpoint - Huayin Power's stock price has experienced significant fluctuations, with a year-to-date increase of 107.72% but a recent decline of 8.37% over the past five trading days [1] Company Overview - Huayin Power, established on March 22, 1993, and listed on September 5, 1996, is primarily engaged in thermal power generation, along with hydropower, wind power, solar energy, and electricity sales [1] - The company's main revenue source is electricity sales, accounting for 97.53% of total revenue, while other operations contribute 2.47% [1] Financial Performance - For the first half of 2025, Huayin Power reported operating revenue of 4.12 billion yuan, representing a year-on-year growth of 16.18% [2] - The net profit attributable to shareholders reached 207 million yuan, showing a remarkable year-on-year increase of 4146.80% [2] Shareholder Information - As of June 30, 2025, the number of Huayin Power shareholders increased to 169,700, up by 33.34% from the previous period [2] - The average number of circulating shares per shareholder decreased by 25.00% to 11,967 shares [2] Stock Performance and Trading Activity - Huayin Power's stock price was reported at 6.46 yuan per share, with a total market capitalization of 13.121 billion yuan [1] - The stock has seen significant trading activity, with a net outflow of 36.58 million yuan in principal funds recently [1] - The company has appeared on the "Dragon and Tiger List" nine times this year, indicating notable trading interest [1] Dividend History - Since its A-share listing, Huayin Power has distributed a total of 403 million yuan in dividends, with no dividends paid in the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 13.4446 million shares, a decrease of 800,200 shares from the previous period [3] - The Guangfa CSI All-Share Power ETF is the fifth-largest circulating shareholder, holding 4.2363 million shares, down by 583,600 shares [3]

Core Points - The company has issued the second phase of ultra-short-term financing bonds for 2025, with a total issuance amount of 500 million yuan [1] - The bonds have a maturity period of 160 days, with an interest rate of 1.8% [1] - The issuance was approved during the first extraordinary shareholders' meeting held on October 10, 2023 [1] Summary by Category Issuance Details - Name of the bond: Datang Huayin Electric Power Co., Ltd. 2025 Second Phase Ultra-Short-Term Financing Bond [1] - Bond code: 012582479 [1] - Start date of interest: October 17, 2025 [1] - Redemption date: March 26, 2026 [1] Financial Information - Total issuance amount: 500 million yuan [1] - Issuance interest rate: 1.8% [1] Underwriting Information - Lead underwriter: Shanghai Pudong Development Bank Co., Ltd. [1] - No co-lead underwriters [1]

超短期融资券名称：大唐华银电力股份有限公司2025年 度第二期超短期融资券； 超短期融资券简称：25华银电力SCP002； 超短期融资券代码：012582479； 超短期融资券期限：160天； 股票简称：华银电力 股票代码：600744 编号：临 2025-032 大唐华银电力股份有限公司 关于 2025 年度第二期超短期融资券发行情况公告 本公司董事会及全体董事保证本公告内容不存在虚假记 载、误导性陈述或重大遗漏，并对公告内容的真实性、准确 性、完整性承担法律责任。 大唐华银电力股份有限公司（以下简称"公司"）于 2023 年 10 月 10 日召开 2023 年第一次临时股东大会，审议并通 过《关于公司注册发行 30 亿元超短期融资券的议案》。公 司已于近日发行了大唐华银电力股份有限公司 2025 年度第 二期超短期融资券，发行情况公告如下： 发行总额：5亿元； 发行利率：1.8%； 主承销商：上海浦东发展银行股份有限公司； 联席主承销商：无 。 特此公告。 大唐华银电力股份有限公司董事会 2025 年 10 月 22 日 起息日：2025年10月17日； 兑付日：2026年3月26日； ...

证券之星消息，10月14日电力板块较上一交易日上涨0.49%，梅雁吉祥领涨。当日上证指数报收于 3865.23，下跌0.62%。深证成指报收于12895.11，下跌2.54%。电力板块个股涨跌见下表： 从资金流向上来看，当日电力板块主力资金净流出2.98亿元，游资资金净流出7.3亿元，散户资金净流入 10.28亿元。电力板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600868 | 梅雁吉祥 | 3.33 | 9.90% | 194.06万 | | 6.42 亿 | | 601908 | 京运通 | 4.41 | 6.01% | 259.06万 | | 11.50亿 | | 600744 | 华银电力 | 7.11 | 5.65% | 218.96万 | | 15.27亿 | | 600475 | 华光环能 | 16.88 | 5.63% | 56.99万 | | 265.6 | | 001210 | 金房能源 | 17.47 | 4.42% | 7. ...

Core Insights - The electricity sector experienced a rise of 0.71% on the previous trading day, with Lianmei Holdings leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Lianmei Holdings (600167) closed at 9.35, up 10.00% with a trading volume of 889,900 shares and a transaction value of 808 million [1] - Shanghai Electric (600021) closed at 25.12, up 7.90% with a trading volume of 1,973,300 shares [1] - Huayin Power (600744) closed at 6.82, up 6.40% with a trading volume of 1,951,200 shares [1] - Other notable performers include Waneng Power (000543) up 5.09% and Guiguan Power (600236) up 4.77% [1] Capital Flow - The electricity sector saw a net outflow of 773 million from institutional investors and 445 million from retail investors, while retail investors had a net inflow of 1.218 billion [2][3] - Major stocks like Changjiang Electric (600900) and Lianmei Holdings (600167) experienced significant capital movements, with Lianmei Holdings seeing a net inflow of 1.33 billion from institutional investors [3]

Investment Rating - Industry Rating: Outperform the market (maintained rating) [5] Core Viewpoints - The "dual carbon" goals are driving a rapid expansion of renewable energy capacity, with wind and solar installations reaching 573 million kW and 1.1 billion kW respectively by June 2025, accounting for 45.9% of the total installed capacity [11][12] - The approval of the "136 Document" has accelerated the market-oriented trading process for renewable energy, with varying performance expected across different provinces due to differences in development pace and coal price benchmarks [14][16] - The thermal power sector is experiencing a resurgence in investment, with approved capacity increasing significantly in 2022 and 2023, although a decline is expected in 2024 [20][23] - The company under study, Huayin Power, is actively pursuing both thermal power investment and renewable energy transition, with a total installed capacity of 7.1637 million kW as of mid-2025, including 4.82 million kW of thermal power and 2.4 million kW of renewable energy [3][30] Summary by Sections 1. "Dual Carbon" Goals Driving Energy Transition - The rapid expansion of wind and solar capacity is driven by carbon neutrality commitments, with a compound annual growth rate (CAGR) of 27.4% from 2020 to 2024 [11] - By June 2025, the share of wind and solar in the energy mix has increased significantly, indicating a shift towards renewable sources [12] 2. Continued Investment in Thermal Power - Thermal power investment has rebounded, with approved capacity reaching 136.25 GW and 140.25 GW in 2022 and 2023 respectively, followed by a decline in 2024 [23] - The profitability of thermal power units varies significantly based on capacity, with larger units showing better efficiency and profitability [27] 3. Huayin Power: Balancing Thermal and Renewable Investments - Huayin Power, part of the Datang Group, has a diversified energy portfolio with a focus on renewable energy growth, particularly in Hunan province [3][30] - The company is improving its thermal power operations by acquiring quality project indicators and upgrading existing units, with a significant project expected to be operational by March 2026 [4][50] 4. Industry Perspective - The transition towards renewable energy presents significant opportunities for traditional power companies, although challenges remain due to the operational efficiency of older thermal units [4][51]

证券代码：600744 证券简称：华银电力 公告编号：2025-031 大唐华银电力股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 24 日 （星期三） 至 09 月 30 日 （星 期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱（hy600744@188.com）进行提问。公司将在说明会上 对投资者普遍关注的问题进行回答。 大唐华银电力股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入 地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 10 月 09 日（星期四）13:00-14:00 举行 2025 年半年度业绩说明会， 就投资者关心的问题进行交流。 本次投资者说明会以网络互动形 ...