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公用事业行业8月21日资金流向日报
Zheng Quan Shi Bao Wang· 2025-08-21 09:06
沪指8月21日上涨0.13%,申万所属行业中,今日上涨的有17个,涨幅居前的行业为农林牧渔、石油石 化,涨幅分别为1.50%、1.39%。公用事业行业今日上涨0.89%。跌幅居前的行业为机械设备、电力设 备,跌幅分别为1.08%、0.98%。 资金面上看,两市主力资金全天净流出664.20亿元,今日有5个行业主力资金净流入,商贸零售行业主 力资金净流入规模居首,该行业今日上涨0.70%,全天净流入资金7.50亿元,其次是公用事业行业,日 涨幅为0.89%,净流入资金为5.57亿元。 主力资金净流出的行业有26个,电子行业主力资金净流出规模居首,全天净流出资金149.90亿元,其次 是电力设备行业,净流出资金为83.80亿元,净流出资金较多的还有机械设备、有色金属、汽车等行 业。 公用事业行业今日上涨0.89%,全天主力资金净流入5.57亿元,该行业所属的个股共131只,今日上涨的 有106只,涨停的有4只;下跌的有19只。以资金流向数据进行统计,该行业资金净流入的个股有59只, 其中,净流入资金超5000万元的有9只,净流入资金居首的是华银电力,今日净流入资金2.06亿元,紧 随其后的是上海电力、中国核电,净 ...
浙江省与三峡集团签署战略合作协议
Zheng Quan Shi Bao Wang· 2025-08-21 08:43
人民财讯8月21日电,"浙江发布"微信公众号消息,8月20日,浙江省委书记王浩在杭州会见了中国长江 三峡集团董事长刘伟平一行。双方表示,要抓住浙江深入实施绿色低碳发展和能源保供稳价工程,加快 推动经济社会发展全面绿色转型的机遇,充分发挥三峡集团资源、技术和人才优势,进一步加强在能源 保供、海上风电开发、抽水蓄能开发运营、新型电力系统建设、生态环保综合治理等领域的务实合作, 建立更加紧密的全面战略合作关系,实现优势互补、互利共赢、共同发展,更好助力浙江高质量发展建 设共同富裕示范区。21日,浙江省政府与中国长江三峡集团签署战略合作协议。 ...
光伏企业座谈会召开,新能源ETF(159875)红盘蓄势,机构:预计行业将在三季度有阶段性进展
Sou Hu Cai Jing· 2025-08-20 07:04
Group 1 - The core viewpoint of the news highlights the positive performance of the new energy sector, with the Zhongzheng New Energy Index rising by 0.20% and significant gains in constituent stocks such as Sany Heavy Energy and Maiwei Co., Ltd. [1] - The New Energy ETF (159875) has shown strong trading activity, with a turnover rate of 4.82% and a total transaction volume of 41.96 million yuan, indicating robust investor interest [1] - Over the past year, the New Energy ETF has experienced a substantial growth in scale, increasing by 29.30 million yuan, and has achieved a net value increase of 9.12% over the last six months [1] Group 2 - The top ten weighted stocks in the Zhongzheng New Energy Index account for 43.41% of the index, with notable companies including CATL, Sungrow Power Supply, and Longi Green Energy [4] - A recent meeting involving photovoltaic manufacturing companies and industry associations indicates a focus on stabilizing prices and managing competition within the solar industry, with expectations for progress in the third quarter [3] - The approval pace for ultra-high voltage projects is anticipated to accelerate, particularly for projects like the Eastern Tibet-Southern Guangdong and Hong Kong-Macao Greater Bay Area, which will drive demand in the related industrial chain [4]
高温用电连破纪录 能源上市企业合力保供
Shang Hai Zheng Quan Bao· 2025-08-19 19:25
Group 1: Energy Supply and Demand - National electricity load has reached record highs, with the highest load recorded four times this year and five times for the State Grid [1][2] - Coal remains a critical component for stable electricity supply, with coal production in Shanxi maintaining high output levels [1][2] - Natural gas consumption has also increased, with the highest daily throughput reaching 645 million cubic meters, a 2.7% year-on-year increase [2] Group 2: Renewable Energy Contribution - Renewable energy sources such as hydropower, wind, and solar are increasingly contributing to electricity supply, with daily generation exceeding 1.1 billion kilowatt-hours during peak summer [3] - New energy projects from the State Energy Group have a total installed capacity of over 150 million kilowatts, supporting electricity supply for over 360,000 households [3] - New Tian Green Energy reported a 9.32% year-on-year increase in total power generation, with solar energy generation up by 149.53% [3][4] Group 3: Energy Storage Technologies - New energy storage technologies are becoming essential for electricity supply, with multiple provinces implementing large-scale storage solutions to manage peak demand [6] - The largest string-type energy storage station in China, located in Jiangsu, can release up to 800,000 kilowatt-hours of clean energy daily [6] - On August 1, 2023, energy storage stations and virtual power plants in Shanxi contributed a maximum power of 2.25 million kilowatts to balance supply and demand [7]
长江生态环境保护修复联合研究工作交流会议在京召开
Zheng Quan Shi Bao Wang· 2025-08-19 11:43
Core Viewpoint - The meeting held by the Ministry of Ecology and Environment and China Three Gorges Corporation emphasizes the importance of innovative approaches and collaboration for the ecological protection and restoration of the Yangtze River during the 14th Five-Year Plan period [1] Group 1: Objectives and Strategies - The Yangtze Joint Research aims to focus on five combinations: innovation with fundamentals, general with specific, benefits with costs, primary with secondary, and current with long-term [1] - The meeting calls for optimizing organizational mechanisms and deepening the "central-local-enterprise" cooperation and technological support models [1] Group 2: Implementation and Impact - The focus is on enhancing top-level design to address new demands and tasks for the protection of the Yangtze River [1] - The goal is to promote the application of research results and strengthen collaborative efforts for the protection of the Yangtze River, contributing to the green development of the Yangtze Economic Belt [1]
沪深300电力指数报2572.78点,前十大权重包含华电国际等
Jin Rong Jie· 2025-08-19 08:06
Group 1 - The Shanghai Composite Index opened high and fluctuated, with the CSI 300 Power Index reported at 2572.78 points [1] - The CSI 300 Power Index has decreased by 3.70% in the past month, 5.87% in the past three months, and 6.77% year-to-date [1] - The CSI 300 Index is categorized 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 Power Index are: Changjiang Electric (48.32%), China Nuclear Power (10.65%), Three Gorges Energy (8.79%), Guodian Power (5.75%), State Power Investment (5.02%), Huaneng International (4.56%), Chuanwei Energy (4.27%), China General Nuclear Power (4.15%), Zhejiang Energy (2.98%), and Huadian International (2.79%) [1] - The market segment of the CSI 300 Power Index is dominated by the Shanghai Stock Exchange at 95.49%, while the Shenzhen Stock Exchange accounts for 4.51% [1] Group 3 - In terms of industry composition within the CSI 300 Power Index, hydropower accounts for 59.96%, thermal power for 16.09%, nuclear power for 14.80%, and wind power for 9.15% [2] - The index sample is adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the CSI 300 Index [2]
三峡能源股价微涨0.47% 每10股派现0.67元方案即将实施
Jin Rong Jie· 2025-08-18 15:58
Group 1 - The stock price of Three Gorges Energy closed at 4.30 yuan on August 18, 2025, with an increase of 0.47% compared to the previous trading day [1] - The trading volume for the day was 1.6283 million shares, with a transaction amount of 700 million yuan, and a price fluctuation of 0.93% [1] - Three Gorges Energy operates in the power industry, focusing on the development, investment, and operation of wind and solar energy [1] Group 2 - The company's total market capitalization is 122.927 billion yuan, with the circulating market value equal to the total market value [1] - The latest price-to-earnings ratio (P/E) is 12.56 times, and the price-to-book ratio (P/B) is 1.41 times [1] - For the fiscal year 2024, Three Gorges Energy announced a dividend plan of 0.67 yuan per 10 shares, with the ex-dividend date on August 18, 2025 [1] Group 3 - On August 18, 2025, the net inflow of main funds into Three Gorges Energy was 8.0181 million yuan, with a cumulative net inflow of 128 million yuan over the past five trading days [1]
白鹤滩水电站“超级安全大脑”正式投用
Ke Ji Ri Bao· 2025-08-17 23:30
三峡集团8月15日发布消息,近日,国家能源局大坝安全监察中心组织权威专家组,对白鹤滩水电站安 全监测自动化系统进行实用化验收并一致通过。这标志着,这套堪称"超级安全大脑"的系统正式全面投 入运行。 白鹤滩水电站安全监测自动化系统共接入11287个(套)监测设备,其规模之大,创全球水电站之最。 这些遍布大坝、地下厂房、工程边坡等关键部位的"神经末梢",通过自动化数据采集,实时捕捉变形、 渗流、应力应变和温度等关键信息,经由专用网络传输至信息系统平台,实现全流程的智能处理、分析 评价与自动预警。 "白鹤滩水电站安全监测自动化系统实现效率飞跃,仅需3分钟,就能完成水电站全面自动化'体 检'。"白鹤滩水电站相关负责人告诉记者,白鹤滩水电站安全监测自动化系统各项指标均满足并优于规 范要求,达到国际领先水平。该系统不仅为白鹤滩水电站的安全运行提供智能化保障,更为世界巨型水 利水电工程的自动化安全监测提供了中国方案、中国智慧。 该负责人表示,接下来,白鹤滩水电站将以这套"超级安全大脑"为核心,加快数字孪生、人工智能等新 一代信息技术与大坝安全管理的融合创新,不断提升水电站本质安全水平,为保障国家能源安全和推动 水电行业高质 ...
三峡能源: 2025年第二次临时股东大会会议材料
Zheng Quan Zhi Xing· 2025-08-15 11:17
二、为保证股东大会的严肃性和正常秩序,除出席会议 的股东(含股东代表或股东委托的代理人,下同)、公司董 事、监事、高级管理人员、公司聘请的律师及董事会邀请的 人员外,公司有权依法拒绝其他人员进入会场。 中国三峡新能源(集团)股份有限公司 会 议 材 料 中国三峡新能源(集团)股份有限公司 二〇二五年八月 三、审议议案 (二)关于修订公司《股东会议事规则》《董事会议事规则》的 会议议程 会议时间:2025 年 8 月 22 日(星期五)上午 10:00 会议地点:北京市通州区粮市街 2 号院成大中心 5 号楼 见证律师:北京市中伦律师事务所 会议安排: 一、参会人签到、股东进行发言登记(09:00-09:50) 二、主持人宣布会议开始 三、主持人向大会报告出席会议的股东人数及其代表 的股份数 四、推选计票人、监票人 五、审议议案 (一)关于修订《公司章程》的议案 (二)关于修订公司《股东会议事规则》《董事会议事 规则》的议案 六、股东发言 七、股东投票表决 八、统计表决票 九、工作人员宣读股东大会现场表决结果 十、见证律师宣读法律意见书 十一、现场会议结束 会议须知 为了维护全体股东的合法权益,确保股东大会的正 ...
三峡能源(600905) - 2025年第二次临时股东大会会议材料
2025-08-15 11:01
中国三峡新能源(集团)股份有限公司 2025 年第二次临时股东大会 会 议 材 料 中国三峡新能源(集团)股份有限公司 二〇二五年八月 | | | | 三、审议议案 | | --- | 会议议程 会议时间:2025 年 8 月 22 日(星期五)上午 10:00 二、主持人宣布会议开始 三、主持人向大会报告出席会议的股东人数及其代表 的股份数 四、推选计票人、监票人 五、审议议案 (一)关于修订《公司章程》的议案 (二)关于修订公司《股东会议事规则》《董事会议事 规则》的议案 会议地点:北京市通州区粮市街 2 号院成大中心 5 号楼 425 会议室 见证律师:北京市中伦律师事务所 会议安排: 一、参会人签到、股东进行发言登记(09:00-09:50) 一、董事会以维护全体股东的合法权益、确保大会正常 秩序和议事效率为原则,认真履行《公司章程》中规定的职 责。 二、为保证股东大会的严肃性和正常秩序,除出席会议 的股东(含股东代表或股东委托的代理人,下同)、公司董 事、监事、高级管理人员、公司聘请的律师及董事会邀请的 人员外,公司有权依法拒绝其他人员进入会场。 六、股东发言 七、股东投票表决 八、统计表决票 九、 ...