重点关注 锋龙股份（002931）2月1日晚间公告称，停牌期间，公司就股票交易波动情况进行了核查。目前，相关核查工作已完成，公司股票自2 月2日起复牌。公司股票自2025年12月25日至2026年1月23日已连续17个交易日涨停，价格涨幅为405.74%。 同日，嘉美包装（002969）公告称，公司股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%，已背离公司基本面。停 牌期间，公司就股票交易波动情况进行了核查。相关核查工作已完成。公司股票自2月2日起复牌。 宏观•要闻 统计局最新发布，重要经济数据出炉 1月31日，国家统计局服务业调查中心和中国物流与采购联合会发布了中国采购经理指数。数据显示，1月份，制造业采购经理指数（制造业PMI）、非制 造业商务活动指数和综合PMI产出指数分别为49.3%、49.4%和49.8%，比上月下降0.8个、0.8个和0.9个百分点，经济景气水平有所回落。不过，价格指数 释放积极信号，1月份，主要原材料购进价格指数和出厂价格指数双双回升，其中出厂价格指数近20个月来首次升至临界点（50%）以上。同时，新动能 延续扩张态势，金融业商务活动指数较上月和去 ...

Group 1: Company Announcements - Chip导科技 will release its 2025 annual report on February 3, becoming the first listed company in the Shanghai Stock Exchange to do so [1] - *ST Huawang will disclose its annual report on February 13, while Shangwei Co. will do so on February 14 [1] Group 2: Oil Price Adjustments - The next price adjustment window for refined oil is set for February 3 at 24:00, with a calculated average price of $64.09 per barrel for the reference crude oil, indicating a change rate of 4.68% [2] - This adjustment corresponds to an increase of 190 yuan per ton for domestic gasoline and diesel prices [2] Group 3: Industry Conferences - The China Photovoltaic Industry Association will hold a seminar on February 5 in Beijing to review the development of the photovoltaic industry in 2025 and forecast the situation for 2026 [3] - A Brain-Computer Interface Developer Conference will take place in Tianjin from February 3 to 4, organized by the Brain-Computer Interface Industry Alliance and Tianjin University [3] - The AWE Asia 2026, an exhibition for the Asian Virtual Reality XR industry, will be held in Singapore from February 2 to 4 [3] Group 4: Stock Unlocking Events - A total of 42 companies will have their restricted shares unlocked next week (February 2-6), with a total of 4.657 billion shares and a market value of 103.669 billion yuan based on the closing price on January 30 [4] - February 2 is the peak unlocking day, with 18 companies unlocking shares worth a total of 60.71 billion yuan, accounting for 58.56% of the total unlocking scale for the week [4] - The top three companies by unlocking market value are Xinda Securities (44.879 billion yuan), Zhongwei Semiconductor (13.381 billion yuan), and Changjiang Electric Power (12.151 billion yuan) [4] Group 5: New Stock Opportunities - Two new stocks, Aide Technology and Yisiwei, will be available for subscription on February 2 [7] - Aide Technology has an issue price of 7.67 yuan, while Yisiwei is priced at 55.95 yuan [8]

Group 1: Annual Reports - Chipway Technology will disclose its 2025 annual report on February 3, becoming the first listed company in the Shanghai market to do so [2] - ST Huawang is set to release its annual report on February 13, while Sanwei Co. will follow on February 14 [2] Group 2: Oil Price Adjustment - The next price adjustment window for refined oil is scheduled for February 3 at 24:00, based on the "ten working days" principle [3] - As of January 30, the average price of reference crude oil was $64.09 per barrel, with a change rate of 4.68%, leading to an expected increase of 190 yuan per ton in domestic gasoline and diesel prices [3] Group 3: Industry Conferences - The China Photovoltaic Industry Association will hold a seminar on February 5 in Beijing to review the development of the photovoltaic industry in 2025 and forecast trends for 2026 [4] - A Brain-Computer Interface Developers Conference will take place in Tianjin from February 3 to 4, organized by the Brain-Computer Interface Industry Alliance and Tianjin University [4] - The AWE Asia 2026, an Asian Virtual Reality XR Industry Exhibition, will be held in Singapore from February 2 to 4 [4] Group 4: Stock Unlocking - A total of 42 companies will have their restricted shares unlocked from February 2 to February 6, amounting to 4.657 billion shares and a total market value of 103.669 billion yuan based on the closing price on January 30 [5] - February 2 is the peak unlocking day, with 18 companies unlocking shares worth a total of 60.71 billion yuan, accounting for 58.56% of the total unlocking scale for the week [5] - The top three companies by unlocking market value are Xinda Securities (44.879 billion yuan), Zhongwei Semiconductor (13.381 billion yuan), and Changjiang Electric Power (12.151 billion yuan) [5] Group 5: New Stock Opportunities - Two new stocks, Aide Technology and Yisiwei, will be available for subscription on February 2 [8] - Aide Technology has an issue price of 7.67 yuan, while Yisiwei is priced at 55.95 yuan [9]

Summary of Key Points Core Viewpoint - Next week (February 2 to 6), a total of 42 stocks will be unlocked, with a total unlock market value of 103.42 billion yuan [1][2]. Group 1: Unlock Market Value and Stock Information - The total number of shares to be unlocked is 4.611 billion shares, with a total unlock market value calculated at 103.42 billion yuan based on the latest closing prices [2]. - Among the 42 stocks, 17 have an unlock market value exceeding 100 million yuan, with three stocks exceeding 10 billion yuan: Xinda Securities, Zhongwei Semiconductor, and Yangtze Power [3]. Group 2: Major Stocks with High Unlock Values - Xinda Securities has the highest unlock market value at 44.879 billion yuan, with 2.551 billion shares unlocked, accounting for 78.67% of its total share capital [3]. - Zhongwei Semiconductor will unlock 231 million shares, representing 57.77% of its total share capital, with an unlock market value of 13.381 billion yuan. The stock has seen a significant increase of over 67% since January 20, following a price increase announcement for its products [3]. - Yangtze Power will unlock 461 million shares, accounting for 1.88% of its total share capital, with an unlock market value of 12.151 billion yuan [3]. Group 3: Other Notable Stocks - Yipuli, Guobang Pharmaceutical, and Xinghuan Technology-U have high unlock market values of 7.618 billion yuan, 7.060 billion yuan, and 5.703 billion yuan, respectively [4]. - Eleven stocks have an unlock quantity that exceeds 10% of their total share capital, with several stocks like Honghai Technology, Xinda Securities, and Zhongwei Semiconductor exceeding 40% [4]. - Honghai Technology has an unlock quantity that is nearly 80% of its total share capital, with an expected decline in net profit for 2025 [4]. Group 4: Performance of Stocks - Stocks that have seen significant price increases this year include Aotewi, Zhaojin Gold, Xinghuan Technology-U, Zhongwei Semiconductor, and Xinyuan Technology, all with increases exceeding 40% [4]. - Aotewi and Zhaojin Gold have both seen price increases around 100%, although their unlock quantities are relatively low [4]. - Xinghuan Technology-U has a year-to-date increase of over 94%, with an expected net loss for 2025 [5].

2025年，国内水电行业呈现稳健发展态势，来水偏丰有效带动发电量增长，推动行业内企业经营效益稳 步向好。据《证券日报》记者不完全统计，截至2026年1月30日，南方电网储能股份有限公司（以下简 称"南网储能（600995）"）、贵州黔源电力（002039）股份有限公司（以下简称"黔源电力"）、中国长 江电力（600900）股份有限公司（以下简称"长江电力"）、国家电投集团水电股份有限公司（以下简 称"电投水电（600292）"）等多家水电相关上市公司披露了2025年业绩预告或业绩快报。 发电量增长 1月30日，南网储能发布2025年业绩预告显示，报告期内，该公司调峰电站来水较好，发电量同比增 加，售电收入及利润同比增加；预计2025年度实现归属于母公司所有者的净利润为16.67亿元至17.27亿 元，同比增长47.98%至53.31%。 1月29日，电投水电发布了业绩预增公告，预计2025年度实现归属于母公司所有者的净利润为5.17亿元 左右，与上年同期（追溯调整前）相比，同比增长1337%左右。 1月21日，黔源电力发布的2025年业绩预告显示，预计实现归属于上市公司股东的净利润为5.67亿元至 6.33亿 ...

Group 1 - The core viewpoint of the news is that Changjiang Electric Power's stock has shown fluctuations in price and trading volume, with a recent increase of 2.04% in its share price, reaching 26.56 yuan per share, and a total market capitalization of 649.88 billion yuan [1] - As of January 30, the company experienced a net inflow of 375 million yuan from major funds, with significant buying activity from large orders, indicating investor interest [1] - The company's stock price has decreased by 2.32% year-to-date, with a slight increase of 2.15% over the last five trading days, but a decline of 6.54% over the past 60 days [1] Group 2 - For the period ending September 30, Changjiang Electric Power reported a revenue of 65.741 billion yuan, a year-on-year decrease of 0.89%, while the net profit attributable to shareholders increased by 0.60% to 28.193 billion yuan [2] - The company has distributed a total of 205.903 billion yuan in dividends since its A-share listing, with 63.230 billion yuan distributed over the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 1.95% to 601,600, while the average circulating shares per person increased by 1.99% to 39,908 shares [2]

Core Viewpoint - The report highlights the growth and trends in China's electricity generation industry, with specific data on production and year-on-year changes [1]. Group 1: Industry Overview - As of December 2025, China's electricity generation volume reached 8,586 billion kilowatt-hours, reflecting a year-on-year growth of 0.1% [1]. - Cumulatively, China's electricity generation for the year 2025 is projected to be 97,158.8 billion kilowatt-hours, indicating a cumulative growth of 2.2% [1]. Group 2: Companies Involved - The report mentions several listed companies in the electricity sector, including Huaneng International (600011), Datang Power (601991), Guodian Power (600795), Huadian International (600027), and others [1]. Group 3: Research and Consulting - The insights are derived from a report by Zhiyan Consulting, which specializes in industry research and provides comprehensive consulting services for investment decisions [1].

资金流向方面，申万31个一级行业中有27个行业获融资净买入，其中，有色金属行业获融资净买入额居首，当日净买入59.68亿元；获融资净买入居前的行 业还有通信、计算机、建筑装饰、非银金融、医药生物等。 个股方面，64只股获融资净买入额超1亿元。紫金矿业获融资净买入额居首，净买入14.71亿元；融资净买入金额居前的还有天孚通信、中国平安、网宿科 技、恒运昌、长江电力、贵州茅台、江西铜业、寒武纪、北方稀土等。 | 序号 | 证券代码 ◆ | 证券简称 = | 交易日期 = | 融资净买入额(万元) ◆ | | --- | --- | --- | --- | --- | | 1 | 601899.SH | 紫雯贴,亚 | 2026-01-28 | 147,056.65 | | 2 | 300394.SZ | 天孚通信 | 2026-01-28 | 82,518.08 | | 3 | 601318.SH | 中国平安 | 2026-01-28 | 79,295.45 | | ব | 300017.SZ | 网宿科技 | 2026-01-28 | 74,754.02 | | 5 | 688785.SH | 恒运昌 | 2 ...

华宝贵金 马斯克:中国AI的优势在于电力! 数据中心驱动电力需求增长 | 代码 | 证券简称 细分领域 市值(亿元) 权重(%) | | | | --- | --- | --- | --- | | 600900 长江电力 | 水电 | 6,652.91 10.02 | | | 601985 中国核电 | 核电 | 1,779.13 | 8.36 | | 600905 三峡能源 | 风电 | 1,169.23 | 6.87 | | 600795 国电电力 | 火电 | 898.92 | 5.28 | | 600157 永泰能源 | 火电 | 342.54 | 4.02 | | 600011 华能国际 | 火电 | 1,171.08 | 3.85 | | 600886 国投电力 | 水电 | 1.050.19 | 3.70 | °市场热点 ●Al算力的尽头是电力? 2026年1月23日,财联社报道 称,马斯克在世界经济论坛上表示,中国在AI竞赛中的 决定性优势在于其大规模供应电力的能力。 ● Al技术的快速发展带动数据中心建设爆发式增长. 数据中心耗电量巨大,成为电力需求的核心增长引擎。 数据中心成为电力缺口的主 ...

每经AI快讯，长江电力1月28日晚间发布公告称，公司限售股份约4.61亿股将于2026年2月3日解禁并上 市流通，占公司总股本比例为1.88%。 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 （记者 王瀚黎） ...