华电科工(601226)今日上涨7.34%，全天换手率12.33%，成交额15.48亿元，振幅16.68%。龙虎榜数据显 示，机构净卖出2865.12万元，沪股通净买入1220.77万元，营业部席位合计净买入3844.60万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 4788.68 | | | 买二 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 3406.70 | | | 买三 | 东方证券股份有限公司张家港东环路证券营业部 | 3214.64 | | | 买四 | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 3032.55 | | | 买五 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | 2883.03 | | | | 营业部 | | | 卖一 开源证券股份有限公司西安太华路证券营业部 3875.16 | 卖二 | 沪股通专用 | 3567.91 | | --- | --- | --- | | 卖三 | 机构专用 | 2865 ...

证券之星消息，1月27日专业工程板块较上一交易日上涨0.38%，圣晖集成领涨。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603163 | 圣晖集成 | 101.59 | 10.01% | 4.91万 | | 4.78亿 | | 603929 | 亚翔集成 | 149.60 | 10.00% | 5.76万 | | 8.33亿 | | 601226 | 华电科工 | 11.40 | 7.34% | 143.34万 | | 15.48亿 | | 601133 | 柏诚股份 | 18.81 | 5.85% | 1 32.96万 | | 6.07亿 | | 300986 | 志特新材 | 43.27 | 5.54% | 46.14万 | | 19.36亿 | | 605167 | 利柏特 | 17.95 | 3.04% | 12.92万 | | 2.31亿 ...

据交易所数据显示， 华电科工连续两个交易日涨停，晋级2连板。该股今日于14时12分封涨停，成交额 11.20亿元，换手率9.15%。金融界App AI线索挖掘：华电科工业务布局契合政策方向，政府工作报告曾 提出支持 海洋经济等新兴产业。公司在海上 风电领域有多个重大项目签约，具备全产业链能力，覆盖 海洋工程等高景气赛道。智能 巡检机器人成功应用，叠加海洋经济、海工装备、机器人等多题材共 振。同时，公司海洋工程业务收入同比增长显著，海外订单突破为业绩增长提供支撑。 风险提示：连 板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成 投资建议。） ...

证券之星消息，1月26日专业工程板块较上一交易日上涨0.51%，铜冠矿建领涨。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920019 | 铜冠矿建 | 24.82 | 15.71% | 21.05万 | | 5.17亿 | | 601226 | 半电科工 | 10.62 | 10.05% | 73.69万 | | 7.62亿 | | 603637 | 镇海股份 | 13.32 | 6.65% | 23.36万 | | 3.10亿 | | 601618 | 中国中治 | 3.25 | 3.50% | 482.22万 | | 15.52亿 | | 300986 | 志特新材 | 41.00 | 2.91% | 58.72万 | | 24.66 乙 | | 605598 | 一海港湾 | 67.06 | 1.91% | 23.34万 | | 16.14 ...

Group 1 - The report highlights a significant increase in the State Grid's capital expenditure during the "14th Five-Year Plan" period, with a projected investment of approximately 4 trillion yuan during the "15th Five-Year Plan," representing a 40% increase compared to the previous plan [15][18][21] - The report recommends focusing on power engineering companies, specifically China Electric Power Construction, China Huadian Engineering, and China Energy Engineering, which are well-positioned to benefit from the increased capital expenditure [21][22] - The report emphasizes the importance of selecting companies with strong fundamentals and low valuations based on ROE and valuation percentiles, recommending firms such as China Chemical, China National Materials, and Donghua Technology [23][24] Group 2 - Weekly tracking indicates steady progress in coal chemical projects, with significant contract awards for the coal-to-natural gas project in Xinjiang, totaling over 15 billion yuan [28][29] - The hydrogen energy sector is gaining momentum, with government initiatives promoting zero-carbon factory construction and the launch of major projects like the Baowu Green Hydrogen Industrial Park, which has a total investment of 110.9 billion yuan [31][32] - The report notes a slight decline in steel prices, with average prices for medium-thick plates and rebar decreasing by 0.5% and 0.8% respectively, indicating a stable but low price environment [31]

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

同壁财经讯，企查查数据显示，根据《中国华电科工集团有限公司技改工程工程华电科工储能项目储能 系统电池预制舱设备采购（第二次）批次中标结果公示》，晶科能源股份有限公司于2026年1月22日公 告中标中国华电科工集团有限公司采购项目，中标金额为6589.00万元。 相关上市公司：晶科能源(688223.SH) 同壁财经讯，企查查数据显示，根据《中国华电科工集团有限公司技改工程工程华电科工储能项目储能 系统电池预制舱设备采购（第二次）批次中标结果公示》，晶科能源股份有限公司于2026年1月22日公 告中标中国华电科工集团有限公司采购项目，中标金额为6589.00万元。 相关上市公司：晶科能源(688223.SH) 同壁财经小贴士： 晶科能源（688223.SH）2024年营业收入为924.71亿元，营业收入增长率为-22.08%，归属母公司净利润 为0.99亿元，归属母公司净利润增长率为-98.67%，净资产收益率为0.30%。 2025年上半年公司营业收入为318.31亿元，营业收入增长率为-32.63%，归属母公司净利润为-29.09亿 元，归属母公司净利润增长率为-342.38%。 目前公司属于工业行业，主要 ...

证券日报网讯 1月22日，华电科工发布公告称，截至本公告披露日，公司副总经理亓炳生先生持有公司 66，000股股份，占公司总股本比例为0.0057%；公司总工程师赵迎九先生持有公司52，800股股份，占 公司总股本比例为0.0045%。公司于近日收到亓炳生先生、赵迎九先生出具的《关于减持股份计划的告 知函》，因个人资金需求，亓炳生先生、赵迎九先生拟通过上海证券交易所证券交易系统以集中竞价交 易方式减持其持有的公司部分股份。亓炳生先生拟减持数量不超过16，500股，减持股份占公司总股本 比例不超过0.0014%；赵迎九先生拟减持数量不超过13，200股，减持股份占公司总股本比例不超过 0.0011%。减持期间为自本减持计划公告披露之日起15个交易日后的3个月内（窗口期不减持），且减 持比例不超过其个人持股总额的25%，减持价格将按照减持实施时的市场价格确定。 （文章来源：证券日报） ...

格隆汇1月22日丨华电科工(601226.SH)在互动平台表示，华电科工作为工程整体解决方案供应商，业务 集工程系统设计、工程总承包以及核心高端装备研发、设计、制造于一体，致力于为客户在物料输送系 统工程、热能工程、高端钢结构工程、海洋工程、工业噪声治理工程、氢能、光伏等方面提供工程系统 整体解决方案。目前业务已拓展至电力、港口、冶金、石油、化工、煤炭、建材及采矿等多个行业，项 目遍及全国各地及海外十余个国家。 ...

Group 1 - The company Huadian Technology announced a share reduction plan by two individuals, Qi Bingsheng and Zhao Yingjiu, due to personal financial needs [1] - Qi Bingsheng plans to reduce his holdings by up to approximately 16,500 shares, representing no more than 0.0014% of the company's total share capital [1] - Zhao Yingjiu intends to reduce his holdings by up to approximately 13,200 shares, accounting for no more than 0.0011% of the company's total share capital [1] Group 2 - The reduction period is set for three months starting from 15 trading days after the announcement of the reduction plan [1] - The maximum reduction will not exceed 25% of their total personal shareholdings [1] - The reduction price will be determined based on the market price at the time of the reduction [1]