上市公司重要股东(包括控股股东、持股5%以上股东、董监高股东等，以下简称"重要股东")增持热度不 减，同花顺（300033）iFinD数据显示，今年以来截至12月9日(下同)，共有768家上市公司发布重要股东 增持计划。 深圳市融智私募证券投资基金管理有限公司基金经理兼高级研究员包金刚告诉《证券日报》记者，重要 股东增持计划对上市公司具有多方面的积极影响，包括增强市场信心、稳定股价预期、优化公司治理结 构、为再融资创造有利条件等。 "重要股东增持公司股票所体现的信心能够感染其他投资者，增强市场对公司的信心，稳定并提升公司 股价；而在市场波动或公司股价面临下行压力时，重要股东的增持行为可以起到稳定股价的作用。"包 金刚对《证券日报》记者表示。 对于重要股东推出增持计划的原因，不少公司在公告中提及，是基于对公司未来发展的信心以及对长期 价值的认同。从执行增持计划的细节来看，多数公司重要股东在发布计划后迅速行动，其中，有497家 公司的计划已完成。 刘岩认为，要让增持在"稳市场、提信心"方面发挥更好作用，关键在于提升其真实性、规范性和协同 性。 安徽安爵资产管理有限责任公司董事长刘岩在接受《证券日报》记者采访时表示 ...

想在投资里少走弯路？今天小韩就拆解一位民间高手的实战经历，一个被朋友戏称"投资审美最贴近段永平"的散户，他的故事里全是普通人能抄的干货。 快来看看有没有你能用得上的。 普通人想要出"头"，具备这些条件会事半功倍 Bruce不是科班出身，1996年大学毕业后扎进物流行业，从深圳的外资企业做到上海物流公司的中国区负责人，2005年首次出任总经理，后来又跨界主导过 A股公司物业板块的港交所上市。 投资对他来说，起初只是买房受限后的"Plan B"，却误打误撞走出了自己的路。 长江电力的大坝建在长江上，水源来自唐古拉山不用掏水费，发电量能全额消纳，成本就只剩财务费用和折旧，典型的"躺赚"生意。 他当时对收益预期极低，只要5%能跑赢理财就行，这种"不贪"的心态，反而避开了追高的坑。 他的投资第一阶段，完全是"产业视角取胜"，2010年上海限购，他把目光转向股票，标的选的是苹果供应链里的歌尔声学。 这不是瞎蒙——当时歌尔是苹果蓝牙耳机和麦克风等早起声学部件的合作，他因工作频繁去山东潍坊的工厂出差，亲眼见着厂区从一期盖到四期，订单量肉 眼可见地涨。 加上他早年服务过诺基亚时代的声学供应商，清楚这个赛道的逻辑，3.5倍收益离 ...

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [1][4][8]. Core Views - The report highlights the ongoing development of the Guangdong electricity market for 2026, with a total market scale of approximately 680 billion kilowatt-hours and an annual trading cap of 420 billion kilowatt-hours [2][15]. - The report discusses the approval of a significant asset swap by Electric Power Investment Corporation, which involves the acquisition of 100% equity in Electric Power Nuclear and the issuance of shares to raise funds for nuclear power projects [3][21][22]. - The report emphasizes the importance of carbon neutrality, recommending investments in the new energy industry chain and integrated energy management [24]. Summary by Sections Market Review - The Shanghai Composite Index rose by 1.28%, while the public utility index increased by 0.12%, and the environmental index fell by 0.15% [1][14]. - Within the electricity sector, thermal power decreased by 0.20%, hydropower increased by 0.66%, and new energy generation rose by 1.09% [1][27]. Important Events - The Guangdong electricity market for 2026 is set to have a trading scale of about 680 billion kilowatt-hours, with specific allocations for nuclear power units [2][15]. - The asset swap by Electric Power Investment Corporation has been approved, with a transaction value of 55.39 billion yuan for the acquisition of Electric Power Nuclear [3][21]. Investment Strategy - Recommendations include major thermal power companies like Huadian International and regional power companies with stable pricing like Shanghai Electric [4][24]. - The report suggests investing in leading new energy companies such as Longyuan Power and Three Gorges Energy, as well as high-dividend hydropower stocks like Yangtze Power [4][24]. Key Company Earnings Forecasts - Huadian International is rated "Outperform" with an expected EPS of 0.49 yuan for 2024 and 0.62 yuan for 2025 [8]. - Electric Power Investment Corporation is also rated "Outperform," with an expected EPS of 0.19 yuan for 2024 and 0.26 yuan for 2025 [8]. Environmental Sector Insights - The report notes that the waste incineration industry is maturing, with improved free cash flow, and suggests focusing on "utility-like investment opportunities" in the environmental sector [25]. - Recommendations include companies like China Science Instruments and Shandong High Energy Resources, which are expected to benefit from upcoming EU policies [25].

Group 1 - The Central Political Bureau of the Communist Party of China emphasizes the need for a stable yet progressive economic approach in 2026, focusing on quality improvement and efficiency enhancement, with a strong domestic market and innovation-driven growth [2] - China's total import and export value for the first 11 months of 2025 reached 41.21 trillion yuan, a year-on-year increase of 3.6%, with exports growing by 6.2% and imports by 0.2% [3] - The Ministry of Finance is expected to continue an expansionary fiscal policy in 2026, with a fiscal deficit rate not lower than 4%, and new government debt projected to exceed approximately 12 trillion yuan [4] Group 2 - The A-share market saw significant gains, with the Shanghai Composite Index closing up 0.54% and the Shenzhen Component Index up 1.39%, indicating a strong market sentiment [5] - The Hong Kong Hang Seng Index fell by 1.23%, with notable declines in certain sectors, while the lithium battery sector showed strong performance [5] - The domestic retail price of refined oil has decreased for two consecutive times, with a reduction of 55 yuan per ton effective from December 8 [8] Group 3 - The global storage market is expected to experience a "triple super cycle," with demand for DRAM, NAND, and HBM projected to drive market growth by 98% to $445 billion by 2026 [9] - Binance has received operational licensing from the Abu Dhabi International Financial Centre, marking a significant regulatory milestone for cryptocurrency exchanges [10] - Paramount has made a hostile takeover bid for Warner Bros valued at $1.084 trillion, surpassing Netflix's previous offer [11]

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： 登录新浪财经APP 搜索【信披】查看更多考评等级 中国长江三峡集团有限公司及其一致行动人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。 ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 2025年12月8日，公司接到控股股东中国三峡集团通知，中国三峡集团在2025年8月23日至2025年12月8 日期间，通过集中竞价的方式增持公司股份103,342,440股，增持金额（不含交易费用）合计人民币 2,884,030,612.26元。本次权益变动后，控股股东中国三峡集团及其一致行动人合计持有公司股份数量由 12,864,812,941股增加至12,968,155,381股，合计持股比例由52.58%增加至53.00%，适用权益变动触及1% 的整倍数情形。具体情况如下： ■ 3.一致行动人信息 ■ 二、权益变动触及1%刻度的基本情况 2025年8月22日，中国长江电力股份公司（以下简称公司）接到控股股东中国长江三峡集团有限公司 （以下简称中国三峡集团）通知， ...

每天三分钟公告很轻松 威帝股份：拟收购玖星精密科技控制权预计构成重大资产重组；普冉股份：拟购买高性能存储器公司诺 亚长天49%股权 9日起复牌；京基智农和海伦哲拟回购股份…… 今日看点 ▼聚焦一：威帝股份：拟收购玖星精密科技控制权预计构成重大资产重组 公司同时公告，2025年12月7日，东方集团、何思模与广东恒锐、广物集团签署《股份转让协议之终止 协议》，各方同意解除原《股份转让协议》。 美的集团：截至2025年12月8日，公司累计回购股份数量为1.35亿股，占公司总股本的1.76%，最高成交 价为83.11元/股，最低成交价为69.91元/股，支付的总金额为99.99994748亿元（不含交易费用）。公司 本次回购股份金额已达回购方案的金额上限100亿元，本次回购方案实施完毕。 京基智农：公司拟使用自有资金和/或自筹资金通过深圳证券交易所系统以集中竞价交易方式回购部分 公司股份，用于实施股权激励或员工持股计划。本次拟用于回购的资金总额不低于1亿元，且不超过2亿 元，回购价格不超过23.7元/股。 公司与胡涛、万红娟签署《股权收购意向性协议》，拟通过支付现金受让江苏智越天成企业管理有限公 司51%股权及标的公 ...

格隆汇12月8日丨长江电力(600900.SH)公布，公司接到控股股东中国三峡集团通知，中国三峡集团在 2025年8月23日至2025年12月8日期间，通过集中竞价的方式增持公司股份103,342,440股，增持金额（不 含交易费用）合计人民币2,884,030,612.26元。本次权益变动后，控股股东中国三峡集团及其一致行动人 合计持有公司股份数量由12,864,812,941股增加至12,968,155,381股，合计持股比例由52.58%增加至 53.00%，适用权益变动触及1%的整倍数情形。 ...

科锐国际：控股股东泰永康达拟减持不超过3%公司股份 (本文来自第一财经) 长江电力：近期控股股东中国三峡集团增持28.84亿元公司股份 中富电路：控股股东、实际控制人之一致行动人中富电子、睿山科技、泓锋实业拟合计减持不超3%股 份 *ST绿康：股东江苏百兴拟减持不超3%公司股份 中自科技：股东银鞍岭英拟减持不超3%公司股份 宏德股份：控股股东及其一致行动人拟合计减持不超3%股份 经纬辉开：董事陈建波拟减持不超2.50%股份 东威科技：董事及核心技术人员拟合计减持不超1.11%股份 国信证券：华润信托和一汽投资拟合计减持不超0.72%公司股份 海格通信：股东杨海洲拟减持不超0.14%公司股份 香飘飘：大股东杨冬云拟减持不超0.10%公司股份 天际股份：控股股东汕头天际12月8日减持351.99万股 永辉超市：持股5%以上股东一致行动人12月4日-12月8日减持9075万股 闻泰科技：股东无锡国联集成电路投资中心11月27日至12月8日期间减持1184.5万股 ...

Investment Rating - The report provides a positive investment outlook for various sectors within the energy industry, particularly highlighting opportunities in hydropower, thermal power, nuclear power, green energy, and gas companies [11][13]. Core Insights - The mechanism electricity pricing results across multiple regions are approaching their upper limits, indicating strong demand and government support for renewable energy projects [4][7]. - Natural gas prices in Europe are declining, while U.S. gas prices have reached a new high for 2023, driven by increased heating demand due to cold weather [13][20]. - The report emphasizes the importance of operational efficiency in renewable energy projects, as profitability varies significantly across different regions [10][11]. Summary by Sections 1. Electricity Pricing - Recent mechanism electricity pricing results show that several regions, including Hebei and Ningxia, have prices close to the upper limits, reflecting strong demand and sufficient mechanism electricity indicators [4][8]. - The competitive pricing results indicate a disparity based on local consumption capacity and policy direction, with some provinces achieving significantly lower prices due to weaker demand [9][10]. 2. Natural Gas Market - U.S. Henry Hub spot prices reached $5.19/mmBtu, marking a 12.91% increase week-on-week, while European gas prices, such as the TTF, have seen a decline [13][20]. - The report notes a 1.3% year-on-year decrease in China's natural gas consumption in October, with expectations for growth in the upcoming winter months due to heating demand [30][32]. 3. Investment Recommendations - Hydropower: Favorable conditions for winter and spring generation, with recommendations for companies like Yangtze Power and Guodian Power [11]. - Thermal Power: Companies with diversified income sources are recommended, including Guodian Power and Inner Mongolia Huadian [11]. - Nuclear Power: Continued growth expected with new approvals, suggesting a focus on China Nuclear Power and China General Nuclear Power [11]. - Green Energy: Increased stability in project returns with recommendations for companies like Xintian Green Energy and Longyuan Power [11]. - Gas Companies: Recommendations include Kunlun Energy and New Hope Energy, benefiting from cost reductions and improved profitability [32].

证券代码：600900 证券简称：长江电力 公告编号：2025-056 中国长江电力股份有限公司关于控股股东增持计划进 展暨权益变动触及 1%刻度的提示性公告 中国长江三峡集团有限公司及其一致行动人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： | 权益变动方向 | 比例增加 | | 比例减少□ | | --- | --- | --- | --- | | 权益变动前合计比例 | 52.58% | | | | 权益变动后合计比例 | 53.00% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | | 1 | | □ | 控股股东/实控人 | | | --- | --- | --- | --- | | 长江生态环保集团有 |  | 控股股东/实控人的一致 |  91420000MA4976CJ9X | | 限公司 | 行动人 | | ...