（文章来源：证券时报网） 证券时报·数据宝统计显示，长江电力今日收盘价为27.86元，下跌0.71%，日换手率为0.34%，成交额为 23.05亿元，全天主力资金净流出2.40亿元，近5日该股累计下跌0.46%，近5日资金合计净流出4.44亿 元。 两融数据显示，该股最新融资余额为108.65亿元，近5日减少1378.60万元，降幅为0.13%。（数据宝） 8月8日长江电力大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 35.80 | 998.46 | 27.89 | 0.11 | 平安证券股份有限公司宁 | 平安证券股份有限公司宁 | | | | | | 波海晏北路证券营业部 | 波海晏北路证券营业部 | 长江电力8月8日大宗交易平台出现一笔成交，成交量35.80万股，成交金额998.46万元，大宗交易成交价 为27.89元，相对今日收盘价溢价0.11%。该笔交易的买方 ...

8月8日，长江电力大宗交易成交35.8万股，成交额998.46万元，占当日总成交额的0.43%，成交价27.89元，较市场收盘价27.86元溢价0.11%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 平安证券股份有限 | 平安证券股份有限 | | | 2025-08-08 | 长江电力 | 600900 | 27.89 998.46 | 35.8 | 公司宁波海晏北路 | 公司宁波海晏北路 | | | | | | | | GE = H * F | F 三十九十六 | | ...

000027 深圳能源 2.44 0.89 1508.77 公用事业行业今日上涨0.67%，全天主力资金净流入11.32亿元，该行业所属的个股共132只，今日上涨 的有111只，涨停的有5只；下跌的有12只。以资金流向数据进行统计，该行业资金净流入的个股有64 只，其中，净流入资金超5000万元的有6只，净流入资金居首的是华银电力，今日净流入资金8.42亿 元，紧随其后的是上海电力、华电国际，净流入资金分别为1.66亿元、1.15亿元。公用事业行业资金净 流出个股中，资金净流出超千万元的有18只，净流出资金居前的有长江电力、中国核电、九丰能源，净 流出资金分别为2.40亿元、9172.26万元、3191.48万元。（数据宝） 公用事业行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600744 | 华银电力 | 9.96 | 18.41 | 84217.25 | | 600021 | 上海电力 | 6.52 | 6.93 | 16633.89 | | 600027 | 华电国际 | ...

Core Points - The new Shanghai Composite Index (new index, 000017) opened lower and fluctuated, down 0.12% to 3072.18 points with a trading volume of 700.51 billion yuan [1] - Over the past month, the new index has increased by 4.80%, by 8.89% over the past three months, and by 8.60% year-to-date [1] - The new index consists of stocks and depositary receipts that have completed the shareholding reform and are listed on the Shanghai Stock Exchange, weighted by total share capital [1] Company Holdings - The top ten weighted stocks in the new index are: Agricultural Bank of China (3.74%), Industrial and Commercial Bank of China (3.7%), Kweichow Moutai (3.12%), China Petroleum (2.46%), Bank of China (2.39%), China Merchants Bank (1.63%), China Life Insurance (1.5%), Industrial Fulian (1.24%), Yangtze Power (1.2%), and Ping An Insurance (1.11%) [1] - The new index's holdings are entirely composed of stocks listed on the Shanghai Stock Exchange, with a 100% market share [1] Industry Composition - The industry composition of the new index includes: Financials (27.29%), Industrials (18.53%), Information Technology (11.45%), Materials (8.54%), Consumer Staples (6.47%), Energy (6.43%), Health Care (6.07%), Consumer Discretionary (6.01%), Utilities (4.51%), Communication Services (3.48%), and Real Estate (1.21%) [2] - Securities that rank in the top 10 by average total market capitalization in the Shanghai market are included in the index after three months of listing, while others are included after one year [2] - Securities under risk warning measures are removed from the index starting from the next trading day after the second Friday of the month following the implementation of the warning [2]

Group 1 - The core viewpoint is that foreign investment in Siyi Electric has surged, leading to a significant increase in foreign ownership, which has raised concerns about potential market volatility [1][4] - Siyi Electric's net profit has shown consistent growth, with a reported net profit of 446 million in Q1 2025, representing a year-on-year increase of 22.91% [3] - The company holds a strong market position as a core supplier to the State Grid, with a 15.3% market share in the isolation switch market and leading positions in other segments [3] Group 2 - Siyi Electric has a robust competitive advantage, with overseas operations in over 100 countries and overseas revenue of 2.16 billion in 2023, achieving a gross margin of 38.6% [4] - The company has demonstrated stable cash flow, with a 20-year compound annual growth rate of 25% in revenue and 21% in net profit, outpacing grid investment growth [4] - The management team is reliable, providing clear revenue and order targets in annual reports, which enhances investor confidence [4] Group 3 - The stock has appreciated nearly 75 times over the past 20 years, indicating strong long-term investment potential [1] - The gross margin increased from 12.22% in 2022 to 12.91% in 2023, outperforming established state-owned enterprises [3] - The company is positioned to benefit from trends such as increased electrification, energy transition, and industrialization in developing countries [4]

Investment Rating - The report maintains a "Positive" investment rating for the industry [10] Core Insights - The gradual realization of compensation benefits from the Lianghekou hydropower station is expected to significantly enhance the profitability of Yalong River Hydropower, benefiting stakeholders such as Guotou Power and ChuanTou Energy. The profitability of Yalong River Hydropower is comparable to that of Yangtze Power, but its future growth potential is significantly higher due to ongoing construction of midstream power stations and integrated development of wind and solar energy [2][8] Summary by Sections Joint Dispatch of Hydropower - China's water resources exhibit uneven distribution throughout the year, with significant rainfall occurring from May to October, accounting for 70%-90% of annual rainfall. The joint dispatch of upstream and downstream reservoirs can effectively reduce seasonal flow fluctuations and unnecessary water wastage, while also enhancing water head and energy utilization efficiency [5][20] Quantifying the Benefits of Joint Dispatch - The Lianghekou hydropower station, which began full operation in 2022, is expected to realize significant electricity generation benefits by 2025. The total regulation capacity of the three major reservoirs in Sichuan is 148 billion cubic meters, which is about 51% of the province's total effective capacity. The joint operation of these reservoirs can lead to an electricity generation increase of approximately 88.52 billion kWh, corresponding to an 8.94% enhancement in generation capacity [6][42] Investment Value of Guotou Power and ChuanTou Energy - The report highlights the investment value of Guotou Power and ChuanTou Energy, as their valuations are currently lower compared to Yangtze Power, despite similar profitability levels. The narrowing dividend yield gap between Guotou Power and Yangtze Power further supports this positive outlook [8][72]

Core Points - The State Grid Beijing Electric Power Company reported that as of August 6, 23:45, all power supply has been restored to the affected administrative villages and inhabited natural villages in Beijing, following the restoration of the last damaged 10 kV Yangjiabao Road line in Beizhuang Town, Miyun District [1] Group 1 - The restoration efforts involved continuous work by power repair personnel, who worked day and night to ensure electricity supply [1] - The restoration achieved a complete recovery of electricity supply, ensuring that every household has access to municipal electricity [1]

Group 1 - The core viewpoint of the news is the performance of the CSI All Share Index, which has shown significant growth over the past month, three months, and year-to-date [1] - The CSI All Share Index increased by 0.61% to 5272.08 points, with a trading volume of 17128.12 billion yuan [1] - The index has risen by 5.45% in the last month, 12.28% in the last three months, and 10.30% year-to-date [1] Group 2 - The CSI All Share Index is composed of stocks and depositary receipts from the Shanghai, Shenzhen, and Beijing stock exchanges, reflecting the overall performance of listed companies in these markets [1] - The top ten weighted stocks in the CSI All Share Index include Kweichow Moutai (1.89%), CATL (1.48%), China Ping An (1.34%), and others [1] - The industry composition of the index shows that industrials account for 22.72%, information technology for 16.76%, and financials for 14.15%, among others [2] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [2]

Group 1 - The core viewpoint of the news is the performance of the CSI All Share Public Utilities Index, which closed at 2560.34 points with a trading volume of 12.994 billion yuan, showing a decline of 1.81% over the past month, an increase of 0.92% over the past three months, and a year-to-date decline of 3.37% [1] - The CSI All Share Public Utilities Index is composed of listed companies selected based on liquidity and market capitalization criteria, reflecting the overall performance of representative and investable securities in various industries [1] - The top ten weighted stocks in the CSI All Share Public Utilities Index include: Changjiang Electric Power (14.08%), China Nuclear Power (8.94%), Three Gorges Energy (7.3%), Guodian Power (4.83%), State Power Investment (4.43%), Huaneng International (3.95%), Yongtai Energy (3.81%), Chuanwei Energy (3.59%), China General Nuclear Power (3.43%), and Zhejiang Energy (2.49%) [1] Group 2 - The CSI All Share Public Utilities Index is primarily composed of public utility companies, with a 100% allocation to this sector [1] - The index is adjusted semi-annually, with sample adjustments occurring on the next trading day after the second Friday of June and December each year [2] - In the event of special occurrences affecting sample companies, such as delisting or changes in industry classification, the index samples will be adjusted accordingly [2]

Core Viewpoint - The China Securities Green Ecology Theme Index has shown a slight increase over the past month and three months, while it has experienced a minor decline year-to-date, reflecting the performance of companies involved in clean energy and ecological protection [2] Group 1: Index Performance - The China Securities Green Ecology Theme Index rose by 1.35% in the last month and 6.49% over the past three months, with a year-to-date decline of 0.05% [2] - The index is based on 50 listed companies involved in clean energy, electrification, hydrogen energy, resource efficiency, pollution control, environmental restoration, and ecological protection [2] Group 2: Index Composition - The index was established on December 31, 2015, with a base value of 1000.0 points [2] - The top ten weighted companies in the index are: CATL (15.36%), Yangtze Power (13.28%), Inovance Technology (5.76%), Sungrow Power (5.18%), LONGi Green Energy (4.48%), China National Nuclear Power (3.5%), TBEA (3.14%), Changan Automobile (2.97%), Sanhua Intelligent Control (2.87%), and Three Gorges Energy (2.86%) [2] - The index's holdings are primarily listed on the Shenzhen Stock Exchange (54.71%) and the Shanghai Stock Exchange (45.29%) [2] Group 3: Industry Breakdown - The industry composition of the index shows that industrials account for 58.13%, utilities for 26.22%, materials for 9.11%, consumer discretionary for 5.84%, and information technology for 0.70% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3]