| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000601 | 韶能股份 | 9.93 | 14.38 | 24239.40 | | 600310 | 广西能源 | 9.98 | 14.22 | 21205.56 | | 600505 | 西昌电力 | 9.97 | 15.62 | 17629.17 | | 600744 | 华银电力 | 10.00 | 3.80 | 14871.61 | | 600644 | 乐山电力 | 10.01 | 22.96 | 10936.78 | | 600969 | 郴电国际 | 9.95 | 11.30 | 9132.81 | | 000883 | 湖北能源 | 1.39 | 1.45 | 8923.37 | | 600900 | 长江电力 | 0.89 | 0.24 | 8257.50 | | 600979 | 广安爱众 | 5.34 | 11.65 | 7809.98 | | 000600 | 建投能源 | 4.78 | 12.90 | 5148.33 | ...

Group 1 - The A-share market's three major indices closed mixed, with the CSI 300 Utilities (secondary industry) index at 2610.44 points [1] - The CSI 300 Utilities index has increased by 3.88% over the past month, 2.74% over the past three months, and has decreased by 3.55% year-to-date [1] - The CSI 300 index categorizes its 300 sample stocks into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] Group 2 - The top ten weights in the CSI 300 Utilities index are: Changjiang Electric Power (48.15%), China Nuclear Power (10.39%), Three Gorges Energy (8.2%), Guodian Power (5.46%), State Power Investment (4.72%), Chuanwei Energy (4.36%), Huaneng International (4.2%), China General Nuclear Power (3.8%), Zhejiang Energy (3.06%), and Huadian International (2.62%) [1] - The market share of the CSI 300 Utilities index is 95.84% from the Shanghai Stock Exchange and 4.16% from the Shenzhen Stock Exchange [2] - The industry composition of the CSI 300 Utilities index includes hydropower (59.47%), thermal power (15.34%), nuclear power (14.19%), wind power (8.56%), and gas (2.43%) [2] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made when the CSI 300 index samples are modified [2] - Special events affecting sample companies may lead to changes in industry classification, and companies that are delisted will be removed from the index sample [2]

金十图示：2025年04月23日（周三）富时中国A50指数成分股今日收盘行情一览：银行、半导体行业午后延续跌势 保险 中国太保 中国人保 中国平安 电机 3175.28亿市值 2972.69亿市值 9232.59亿市值 6.46亿成交额 15.15亿成交额 3.17亿成交额 50.70 7.18 30.90 -0.07(-0.23%) +0.13(+0.26%) +0.03(+0.42%) 酸酒行业 贵州茅台 五粮液 山西汾酒 19496.19亿市值 2620.00亿市值 5044.93亿市值 28.95亿成交额 12.47亿成交额 9.73亿成交额 1552.00 129.97 214.76 -3.19(-1.46%) +3.20(+0.21%) -0.13(-0.10%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2433.47亿市值 2860.46亿市值 3463.26亿市值 21.92亿成交额 19.14亿成交额 37.76亿成交额 455.79 685.21 149.00 -3.10(-2.04%) -6.06(-1.31%) -9.77(-1.41%) 汽车整车 铁路公路 比亚迪 长城汽 ...

（文章来源：证券时报网） 证券时报·数据宝统计，4月22日共有49只个股现身大宗交易平台，累计成交量0.51亿股，累计成交额 5.72亿元，其中19只个股交易额超千万元。唯捷创芯交易额最高，大宗交易共1笔，成交额0.49亿元；其 次是星湖科技，大宗交易共1笔，成交额0.47亿元。（数据宝） 4月22日大宗交易成交额居前股票 | 证券代 | 证券简 | 涨幅 | 收盘价 | 成交量（万 | 成交额（万 | 笔 | 成交价 | 折溢价 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （元） | 股） | 元） | 数 | （元） | （%） | | 688153 | 唯捷创 | -1.21 | 34.38 | 150.00 | 4875.00 | 1 | 32.50 | -5.47 | | | 芯 | | | | | | | | | 600866 | 星湖科 技 | 10.04 | 7.89 | 600.00 | 4734.00 | 1 | 7.89 | 0.00 | | 603266 | 天龙股 份 | 2.02 ...

金十图示：2025年04月22日（周二）富时中国A50指数成分股今日收盘行情一览：银行股全天走势分化，保险行业午后转涨 长江电力 中国核电 东方财富 8 1939.56亿市值 3243.93亿市值 7176.53亿市值 22.70亿成交额 8.57亿成交额 34.61亿成交额 29.33 9.43 20.55 +0.02(+0.07%) +0.05(+0.53%) -0.08(-0.39%) 证券 食品饮料 中信证券 国泰海通 海天味业 胸更 3716.99亿市值 3007.63亿市值 2346.02亿市值 11.58亿成交额 6.80亿成交额 2.80亿成交额 17.06 42.19 25.08 -0.15(-0.59%) +0.07(+0.41%) +0.03(+0.07%) 消费电子 化学制药 恒瑞医药 工业富联 立讯精密 3251.38亿市值 3530.91亿市值 2195.96亿市值 31.40亿成交额 8.19亿成交额 31.17亿成交额 17.78 30.30 50.97 -0.03(-0.17%) -0.57(-1.85%) +1.80(+3.66%) 家电行业 农牧饲渔 牧原股份 格力电器 ...

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [4][6]. Core Views - The report highlights that coal and electricity prices are declining simultaneously, which is expected to maintain reasonable profitability for thermal power companies. Recommendations include major thermal power enterprises such as Huadian International and Shanghai Electric [3][6]. - Continuous government policies supporting renewable energy development are anticipated to stabilize profitability in the renewable energy sector. Recommended companies include Longyuan Power, Three Gorges Energy, and regional offshore wind power companies like Guangxi Energy and Funiu Co [3][6]. - The growth in installed capacity and power generation is expected to offset the downward pressure on electricity prices, with nuclear power companies like China Nuclear Power and China General Nuclear Power projected to maintain stable profitability [3][6]. - High-dividend hydropower stocks are highlighted for their defensive attributes in a global interest rate decline context, with recommendations for Changjiang Electric Power [3][6]. - The environmental sector, particularly water and waste incineration industries, is entering a mature phase with significant improvements in free cash flow. Recommended companies include China Everbright Environment and Zhongshan Public Utilities [3][6]. Summary by Sections Market Review - The Shanghai Composite Index rose by 0.59%, while the public utility index increased by 1.77%. The environmental index saw a slight increase of 0.04% [12][19]. - In March, the total electricity consumption reached 828.2 billion kWh, marking a year-on-year growth of 4.8% [13][49]. Important Policies and Events - The report notes that in March, the first industry electricity consumption was 10.6 billion kWh (up 9.9%), the second industry was 557.8 billion kWh (up 3.8%), and the third industry was 148.4 billion kWh (up 8.4%) [13][52]. Key Company Profit Forecasts and Investment Ratings - Huadian International, Jin Kai New Energy, Shanghai Electric, Longyuan Power, and others are rated as "Outperform" with specific EPS and PE forecasts provided [6]. Industry Dynamics - The report discusses the decline in the import of mass spectrometers from the US, with a significant drop in both import value and quantity from 2020 to 2024 [15][17]. Sector Performance - The report indicates that the public utility and environmental sectors ranked 7th and 23rd respectively among 31 industry classifications in terms of performance [12][19]. Electricity Industry Data - The report provides detailed statistics on electricity generation, noting a 1.8% year-on-year increase in industrial electricity production in March, with specific growth rates for different energy sources [42][49]. Carbon Market Overview - The report includes insights into the domestic carbon market, highlighting recent price trends and trading volumes [86][87]. Coal Price Trends - The report notes that the price of thermal coal remained stable, with the price at the port reported at 678 RMB/ton [99].

近日，沪市公司密集披露2025年一季度经营数据与重大合同签订、项目中标公告，从多维度勾勒出开 年经济运行的积极图景。截至4月14日17时，101家沪市上市公司"透底"2025年一季度业绩（含预告、 快报），94家报喜，报喜比例超九成。 分行业看，电子、医药生物、机械设备、化工、有色金属等行业相关上市公司表现出较为强劲的业绩增 长态势。能源行业煤炭供应及发电量保持稳定增长；基建领域重大工程签约与项目推进彰显行业韧性； 科技创新相关企业持续推进研发投入，新质生产力动能逐步释放。 从实体生产到服务保障，各行业沪市上市公司以稳健的经营表现为资本市场注入发展信心。 能源行业稳产保供促发展 2025年一季度，沪市能源行业上市公司通过强化生产调度与技术创新，为经济平稳运行注入强劲动 能。 中国神华表示，公司加强生产组织协调，全力保障一体化核心业务维持高位运行，生产运营整体保持正 常。2025年公司计划商品煤产量3.348亿吨，煤炭销售量4.659亿吨，发电量2271亿千瓦时，均高于 2024年实际水平。 沪市上市公司通过加大研发投入、突破核心技术，在人工智能、半导体等领域形成新增长极。 兆易创新表示，近期公司所处半导体行业 ...

Investment Rating - Maintain "Buy" rating for the electricity sector [3] Core Viewpoints - March electricity consumption growth was 4.8%, highlighting the importance of coal power upgrades and flexible regulation value [10][12] - The national electricity consumption in March reached 828.2 billion kWh, with a year-on-year growth of 4.8% [12] - The new three-year coal power upgrade plan emphasizes deep peak regulation and energy-saving carbon reduction [11][12] Summary by Sections Electricity Consumption - In March, the electricity consumption by industry was as follows: primary industry 10.6 billion kWh (9.9% growth), secondary industry 557.8 billion kWh (3.8% growth), tertiary industry 148.4 billion kWh (8.4% growth), and urban and rural residents 111.4 billion kWh (5.0% growth) [12][66] - Cumulative electricity consumption from January to March was 238.46 billion kWh, with a year-on-year growth of 2.5% [66] Power Generation - In March, industrial power generation was 778 billion kWh, with a year-on-year growth of 1.8% [12] - Coal power generation in March decreased by 2.3%, while hydroelectric and nuclear power generation increased by 9.5% and 23.0%, respectively [12][10] Coal Power Upgrade Plan - The new coal power upgrade plan (2025-2027) aims to enhance existing units and establish new ones with improved performance metrics [11][12] - Key upgrade indicators include minimum output levels, load change rates, and carbon emission reductions [11][12] Investment Recommendations - Focus on coal power sector opportunities, with coal prices dropping to 674 RMB/ton, supporting improved profitability [13] - Recommended stocks include Huadian International, Waneng Power, and Zhejiang Energy, among others [7]

电力及公用事业行业周报(25WK16) 25Q1 绿证核发量激增，3 月用电量同比+4.8% 2025 年 04 月 20 日 ➢ 本周（20250414-20250418）电力板块行情：本周电力板块走势优于大盘。 截至 2025 年 04 月 18 日，本周公用事业板块收于 2318.99 点，上涨 40.42 点， 涨幅 1.77%；电力子板块收于 3,099.51 点，上涨 54.97 点，涨幅 1.81%，高于 沪深 300 本周涨幅。公用事业（电力）板块涨幅在申万 31 个一级板块中排第 7 位。从电力子板块来看：火电板块表现最优，火力发电上涨 2.99%，水力发电上 涨 1.33%，光伏发电下跌 0.17%，风力发电下跌 0.06%。 ➢ 本周专题：2025Q1 国家能源局核发绿证 6.62 亿个。截至 2025 年 3 月底， 累计核发绿证 56.17 亿个。其中，华北区域跨区跨省绿电交易电量达 295.1 亿千 瓦时，同比增长 73%；华东区域跨区跨省绿电交易电量达 38.55 亿千瓦时，同比 增长 67.83%。25Q1 南方区域绿证绿电平台交易规模达 1289 亿千瓦时，绿证 需求激增。2 ...

Investment Rating - Maintain "Buy" rating for the electricity sector [3] Core Viewpoints - In March, national electricity consumption growth was 4.8%, with significant growth in the internet and automotive manufacturing sectors [10][12] - The future three-year coal power upgrade action plan emphasizes the importance of coal power upgrades and flexible adjustment capabilities [11][12] Summary by Sections Electricity Consumption - In March, total electricity consumption reached 828.2 billion kWh, a year-on-year increase of 4.8%. By sector, the first, second, and third industries, along with urban and rural residents, consumed 106, 557.8, 148.4, and 111.4 billion kWh respectively, with growth rates of 9.9%, 3.8%, 8.4%, and 5.0% [12][65] - Cumulative electricity consumption from January to March was 23,846 billion kWh, up 2.5% year-on-year [12][66] Power Generation - In March, industrial power generation was 778 billion kWh, a year-on-year increase of 1.8%, with a narrowing decline in thermal power generation [12][10] - Water and nuclear power generation increased by 9.5% and 23.0% respectively, while wind and solar power generation growth slowed [12][10] Coal Power Upgrade Plan - The National Development and Reform Commission and the National Energy Administration released a new coal power upgrade action plan for 2025-2027, focusing on enhancing existing units and developing new generation units with improved performance indicators [11][12] - Key upgrade requirements include deep peak regulation, load change rates, and clean carbon reduction measures [11][12] Investment Recommendations - Emphasize investment opportunities in the electricity sector, particularly in thermal power stocks such as Huadian International, Waneng Power, and Zhejiang Energy, as well as in leading companies in thermal power upgrade equipment like Qingda Environmental Protection [6][7] - Recommend focusing on undervalued green electricity sectors, including Hong Kong-listed green electricity and wind power operators [6][7]