Group 1 - The article highlights the recent poor performance of several companies' earnings reports, including Kunlun Wanwei with a loss of 1.595 billion, TCL Zhonghuan with a loss of 9.818 billion, and others like Yongyou Network and 360 with losses of 736 million and 273 million respectively [1] - The article discusses the potential for the electric power sector to gain attention if the consumer sector adjusts, suggesting that low-position electric power stocks could be worth monitoring [4][10] - It mentions the importance of low-buy opportunities in the electric power sector, particularly focusing on stocks like JiuZhou and Pinwo [6][10] Group 2 - The article expresses skepticism about the profitability of cross-border trade stocks, despite a favorable view on the concept due to challenges in US-China trade [3] - It identifies key stocks in the cross-border trade sector, including Tianyuan, Dongbei, and Ningbo LH, but notes their poor performance [3] - The article emphasizes the need for careful stock selection in the consumer sector, particularly in light of recent adjustments in leading stocks [1][12] Group 3 - The electric power sector is noted for its recent strength, with specific companies like Leshan, Huayin, and Xichang showing significant gains [9] - The article suggests that the upcoming summer peak in electricity demand could benefit these companies, as they are involved in various forms of power generation [9] - It highlights the importance of monitoring the performance of leading consumer stocks and their impact on market trends [1][12]

证券简称：华银电力 证券代码：600744 公告编号：临 2025-010 大唐华银电力股份有限公司 股票交易风险提示公告 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。 重要内容提示 ●公司股票于2025年4月24日、4月25日、4月28日连续3 个交易日涨停，累计涨幅达到33.14%，同期上证指数降幅为 0.24%，公司股票涨幅显著高于同期上证指数，截至2025年4 月28日，公司股票PE（按TTM测算）为-212，显著高于同行 业上市公司平均水平，股票交易价格存在较大波动。公司特 别提醒广大投资者注意二级市场交易风险，理性决策，审慎 投资。 ●公司已于2025年4月24日披露公司2024年年度报告，经 审计，公司2024年度营业收入83.48亿元，同比减少16%；利 润总额-0.70亿元；归母净利润-1.13亿元。公司主营业务以火 力发电业务为主，2024年，受发电量同比减少、燃料价格高 位运行等因素影响，公司火力发电业务出现亏损。敬请广大 投资者注意投资风险。 一、公司生产经营情况说明 特此公告。 大唐华银电力股份有限公 ...

| 连板数 | 晋级率 | | 2025-4-28 | | --- | --- | --- | --- | | 3 #4 | 1/1=100% | 东贝集团 (机器人) | | | 2进3 | 2/5=40% | 华银电力 (业绩+电力) | | | 1讲2 | 10/57=17% | 珀莱雅 (业绩+化妆品) | | | | | 华电能源(电力) | | | | | 绿康生化(实控人变更) | | | | | 中电鑫龙 (业绩+算力+机器人) | | | | | 上海物贸(上海+统一大市场) | | | 其他涨停 | | 天沃科技 11天7板 (摘帽) | | | | | 永安药业6天4板 (化工) | | 4月28日连板股分析：高位股持续退潮 业绩超预期个股受追捧 今日共40股涨停，连板股总数13只，其中三连板及以上个股3只，上一交易日共8只连板股，连板股晋级率37.50%（不含ST股、退市股）。个股方面，全市 场超4100只个股下跌，近百股跌超9%。当前正值2024年报及2025年一季报披露高峰，已有超50家主板公司因触发"净利润为负且营收不到3亿元"的新规条 件，面临退市风险警示。"披星戴帽"风险压制 ...

Group 1: Stock Performance - Huayin Power has achieved a 9.91% increase over three consecutive days, driven by the electricity sector [3] - Hongbo Co. has seen a 9.97% rise over two days, attributed to computing power [3] - Zhongdian Xilong recorded a 10.00% increase over two days, linked to computing power and performance [3] - New Jin Power surged by 19.92% on its first board, due to performance and computing power [4] - Tianyu Digital Technology has increased by 10.07% over two days, driven by computing power and AI applications [9] Group 2: Industry Trends - The chemical industry is experiencing significant price fluctuations, attracting market attention [6] - The electricity sector is expected to see a year-on-year increase in total electricity consumption growth rate, projected between 4.5% and 5.5% [9] - The robotics sector is gaining traction as UBTECH has signed a large procurement contract for humanoid robots, indicating growth in industrial robotics [11] - The PEEK materials market is expected to benefit from the mass production of humanoid robots, with key chemical materials gaining importance [13]

New Stock Issuance - Tian Gong Co., Ltd. issued shares at a price of 3.94[1] - Ze Run New Energy issued shares at a price of 33.06[1] Rights Issues and Trading Alerts - ST Xin Chao has a tender offer period from April 8, 2025, to May 7, 2025[1] - The second tender offer period for ST Xin Chao is from April 23, 2025, to May 22, 2025[1] - The last trading day for Pu Li Tui is in 14 trading days[1] - The last trading day for Pu Li Zhuang Tui is also in 14 trading days[1] Abnormal Fluctuations - Multiple stocks are flagged for severe abnormal fluctuations, including Dongfang Tong and Ningbo United[1] - A total of 14 stocks are noted for significant price volatility, with specific links to their announcements provided[1] Additional Trading Information - Various stocks have upcoming announcements and trading alerts, including ST Hua Peng and Bei Ding Co., Ltd.[1] - The report includes links to detailed announcements for each stock mentioned, ensuring transparency and accessibility for investors[1]

Group 1: Power Industry - The overall electricity consumption in April is expected to maintain a growth rate between 4.5% and 5.5% year-on-year, indicating a positive trend for the power sector [5] - Several companies in the power sector have shown significant stock performance, including Huayin Electric (9.91% increase), Huaneng Energy (10.00% increase), and others [5][6] - New energy companies like Xineng Taishan and Jineng Technology also reported strong stock performance, with increases of 10.14% and 9.93% respectively [4][5] Group 2: Computing Power Industry - The launch of the world's first commercial intelligent computing super node in the Guangdong-Hong Kong-Macao Greater Bay Area is expected to boost the computing power sector [7] - Companies such as Zhongdian Xilong and Tianyu Shuke have seen stock increases of 10.00% and 10.07% respectively, driven by developments in computing power [8] Group 3: Robotics Industry - UBTECH has signed a large procurement contract for industrial humanoid robots, which is likely to enhance the robotics sector [9] - Stocks like Dongbei Group have shown strong performance with a 10.00% increase, reflecting positive market sentiment in the robotics industry [9] Group 4: Chemical Industry - Recent fluctuations in chemical product prices have drawn market attention, impacting related companies positively [10] - Companies such as United Chemical and Ding Jixin have reported stock increases of 11.23% and 9.98% respectively, benefiting from the chemical market dynamics [13] Group 5: Advanced Materials - The rise of humanoid robots is expected to benefit upstream core chemical new materials, including PEEK and other high-end engineering plastics [14] - Stocks like Kent Shares and New Trend Materials have seen increases of 14.33% and 13.82% respectively, driven by the demand for advanced materials [15]

Core Viewpoint - The approval of multiple nuclear power projects by the State Council is expected to significantly boost the nuclear power sector, leading to a strong market response and increased investment opportunities in the industry [1][2]. Group 1: Project Approvals - The State Council approved five nuclear power projects, which include ten new units, emphasizing the importance of safety and adherence to the highest global standards in construction and operation [1]. - The approved projects are located in Guangxi, Guangdong, Zhejiang, Shandong, and Fujian, with a total investment expected to reach approximately 200 billion yuan [2]. Group 2: Investment Scale and Industry Impact - The investment scale for the newly approved third-generation nuclear power units is estimated to be around 200 billion yuan, with equipment investment accounting for over 40% of the total [2]. - The nuclear power industry is expected to enter a prosperous period due to the full order books of related companies and the ongoing approval of nuclear projects since 2019 [2].

4月24日公司发布的一季报数据显示，一季度公司共实现营业总收入23.07亿元，同比增长5.06%，实现 净利润0.76亿元，同比增长894.61%。（数据宝） 华银电力盘中涨停，已连收3个涨停板，截至9:25，该股报4.66元，换手率0.25%，成交量499.09万股， 成交金额2325.76万元，涨停板封单金额为19.62亿元。连续涨停期间，该股累计上涨33.14%，累计换手 率为5.32%。最新A股总市值达94.65亿元。 证券时报·数据宝统计，两融数据来看，该股最新（4月25日）两融余额为1.39亿元，其中，融资余额 1.39亿元，较前一个交易日减少174.97万元，环比下降1.24%，近3日累计减少1120.17万元，环比下降 7.46%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日涨幅偏离值达7%上榜龙虎榜1 次，买卖居前营业部中，沪股通累计净买入1752.40万元，营业部席位合计净买入5609.37万元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入 ...

电力板块反复活跃 华银电力3连板 智通财经4月28日电，华银电力走出3连板，华电辽能2连板，华电能源、三峡水利触及涨停，西昌电 力、京能电力、涪陵电力、韶能股份等跟涨。消息面上，机构指出，4月全社会用电量同比增速有望延 续回升势头，增速区间或在4.5%至5.5%之间。 ...

暗盘资金正涌入这些股票，点击速看>>> 核电板块高开，南方路机（603280）、华银电力（600744）涨停，融发核电（002366）、中广核技 （000881）、南风股份（300004）高开。消息面上，国常会核准10台核电新机组，拉动投资超2000亿 元。 ...