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 ...

Market Overview - The electricity sector increased by 0.88% compared to the previous trading day, with Shimao Energy leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Key Stocks Performance - Shimao Energy (605028) closed at 26.86, up 9.99% with a trading volume of 97,900 shares and a transaction value of 256 million [1] - Huami Environmental (600475) also rose by 9.99% to close at 23.56, with a trading volume of 192,800 shares and a transaction value of 424 million [1] - Huayin Electric (600744) increased by 6.60% to 7.75, with a significant trading volume of 3.75 million shares and a transaction value of 2.86 billion [1] - Other notable performers include Shaanxi Energy (000601) up 5.75% and Shanghai Electric (600021) up 4.03% [1] Capital Flow Analysis - The electricity sector saw a net inflow of 550 million from main funds, while retail investors experienced a net outflow of 166 million [2] - Main funds showed significant net inflows in stocks like Huayin Electric (600744) with 224 million and Shanghai Electric (600021) with 86 million [3] - Conversely, retail investors withdrew from several stocks, including Huami Environmental (600475) and Shaanxi Energy (000601) [3]

金融界8月21日消息，A股三大指数收盘涨跌不一，上证公用指数 (公用指数，000007)上涨0.79%，报 4723.05点，成交额485.75亿元。 数据统计显示，上证公用指数近一个月上涨1.40%，近三个月上涨0.24%，年至今下跌1.61%。 据了解，上海证券交易所对上市公司按其所属行业分成五大类别：工业类、商业类、房地产业类、公用 事业类、综合业类，上证行业分类指数系列由对应行业的符合条件的股票与存托凭证组成样本，反映不 同行业的景气状况及其上市公司整体表现。该指数以1993年04月30日为基日，以1358.78点为基点。 从指数持仓来看，上证公用指数十大权重分别为：京沪高铁（7.16%）、中国核电（5.19%）、中国联 通（4.8%）、华能水电（4.63%）、上港集团（3.72%）、大秦铁路（3.61%）、三峡能源（3.38%）、 中国交建（3.06%）、中国电建（2.96%）、中国国航（2.62%）。 从上证公用指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证公用指数持仓样本的行业来看，工业占比51.32%、公用事业占比33.44%、通信服务占比9.13%、 可选消费占比1.76 ...

Core Viewpoint - Recently, Guohua (Jiangsu) New Energy Co., Ltd. was established with a registered capital of 1 billion yuan, focusing on wind power and solar power technology services, as well as resource recycling technology research and development [1] Company Summary - Guohua (Jiangsu) New Energy Co., Ltd. has a registered capital of 1 billion yuan [1] - The company is wholly owned by China Energy Investment Corporation indirectly [1] - The business scope includes wind power generation technology services, solar power generation technology services, and resource recycling technology research and development [1]

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]

每经AI快讯，"A股绿色报告"项目监控到的数据显示，中国核电（SH601985）间接控股子公司三门汇核新能源有限公司中核三门 54MW光伏项目环评审批获原则同意。该项目总投资额达3.59亿元。该审批信息于2025年8月5日被相关监管机构披露。 | | 建筑装饰 | | | | --- | --- | --- | --- | | | | | 北京市 | | | 煤炭 | | | | | | | 山西省 | | 环境违法违规 | 有色金属 | 内蒙古自治区 | | | | 电力设备 | | 江苏省 | | | 公用事业 | | 河北省 | | | 家用电器 | | 广东省 | 2024年年报显示，中国核电的主营业务为电力行业、其他业务，占营收比例分别为：97.15%和2.85%。 | 市值(亿元) | 时间 | 2023Y | 2024Y | 202501 | | --- | --- | --- | --- | --- | | 1863.46 | | | | | | | 营业收入 | 749.57 | 772.72 | 202.73 | | 机构持股(占流通盘) | (亿元) | | | | | 87家(0.9% ...

来源：国家能源集团甘肃公司 8月7日以来，甘肃兰州市榆中县等地遭遇连续强降雨引发山洪灾害。灾害发生后，国家能源集团迅速行 动，紧急向甘肃榆中灾区捐款2000万元，全力支援当地的抢险救灾和灾后重建工作。捐款将专项用于灾 区的救援物资采购、受灾群众生活安置以及后续基础设施重建等，帮助受灾群众解决生活困难、尽快恢 复生产生活秩序。 "我们希望通过实际行动为甘肃榆中灾区群众送去温暖，助力他们渡过难关，重建美好家园。"国家能源 集团相关负责人表示。(李小红) ...

证券时报·数据宝统计，截至8月19日收盘，沪深两市共541只个股连续5日或5日以上主力资金净流出。 从净流出持续时间来看，中国核电连续26日主力资金净流出，排名第一；安洁科技连续21日主力资金净 流出，位列第二。从主力资金净流出总规模来看，硕贝德主力资金净流出金额最大，连续8天累计净流 出22.05亿元，中国核电紧随其后，26天累计净流出21.59亿元。从主力资金净流出占成交金额的比例来 看，广汇能源占比排名居首，该股近7日下跌3.08%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 300527 | ST应急 | 1 1 | 4.42 | 8.06 | -5.51 | | --- | --- | --- | --- | --- | --- | | 300342 | 天银机 | 7 | 4.35 | 9.70 | -2.97 | | | 电 | | | | | | 002908 | 德生科 | 6 | 4.18 | 10.13 | -12.26 | | | 技 | | | | | | 002075 | 沙钢股 | 7 | 4.1 1 | 8.96 | -6.42 | | | 份 | | | | | | ...

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]

Investment Rating - The report maintains an "Overweight" rating for the utility sector, specifically recommending investment in Changjiang Electric for its high dividend asset allocation value [1]. Core Insights - Changjiang Electric has announced a shareholder dividend return plan for the next five years (2026-2030), committing to a minimum cash dividend of 70% of the annual net profit attributable to shareholders [3]. - The report highlights a decrease in electricity prices, with the average grid purchase price in July 2025 down 3% year-on-year and 1.4% month-on-month [36]. - The report tracks key industry data, including a 3.7% year-on-year increase in total electricity consumption in H1 2025, with total consumption reaching 4.84 trillion kWh [12]. Summary by Sections 1. Market Review - The SW Utility Index fell by 0.55% during the week of August 11-15, 2025, underperforming compared to the ChiNext Index [8]. - Notable stock performances included a 28.7% increase for Fuan Energy and a 9.4% decrease for Huayin Electric [11]. 2. Electricity Sector Tracking 2.1. Electricity Consumption - Total electricity consumption in H1 2025 was 4.84 trillion kWh, reflecting a 3.7% year-on-year increase, with growth in all sectors [12]. 2.2. Power Generation - Total power generation in H1 2025 reached 4.54 trillion kWh, a 0.8% year-on-year increase, with declines in thermal and hydro power generation [21]. 2.3. Electricity Prices - The average grid purchase price in July 2025 was 382 RMB/MWh, down 3% year-on-year [36]. 2.4. Thermal Power - As of August 15, 2025, the price of thermal coal at Qinhuangdao was 698 RMB/ton, down 16.51% year-on-year but up 16 RMB/ton week-on-week [45]. 2.5. Hydropower - The water level at the Three Gorges Reservoir was 160.34 meters as of August 15, 2025, with inflow and outflow rates showing a year-on-year decrease [57]. 2.6. Nuclear Power - In 2024, 11 new nuclear units were approved, indicating a continued positive trend in nuclear power development [72]. 3. Investment Recommendations - The report suggests focusing on high-dividend stocks like Changjiang Electric, as well as opportunities in green energy, photovoltaic assets, and thermal power investments [3].