本公司已收到《江苏省新能源开发股份有限公司关于股票交易异 常波动有关事项的征询函》,作为江苏省新能源开发股份有限公司的 控股股东,经认真核查,现就相关事项回复如下: 截至目前,本公司不存在影响你公司股票交易异常波动的重大事 项,不存在涉及你公司的应披露而未披露的重大信息,包括但不限于 重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、 股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 关于江苏省新能源开发股份有限公司 股票交易异常波动征询函的回复 江苏省新能源开发股份有限公司: 特此回复。 江开 本公司及一致行动人未在本次股票交易异常波动期间买卖你公 司股票。 ...

4月7日，上证指数下跌7.34%，深证成指下跌9.66%，创业板指下跌12.5%。盘后龙虎榜数据显示，共有 60只个股因当日异动登上龙虎榜，资金净流入最多的是宏景科技（301396.SZ），达2.04亿元。 据21投资通智能监测，32只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及18只。 2.04亿资金抢筹宏景科技，9.45亿资金出逃中际旭创 60只上榜的龙虎榜个股中，30只个股被净买入，30只个股被净卖出。其中，资金净买入最多的是宏景科 技，达2.04亿元，占总成交金额的14.04%。宏景科技当日收盘下跌13.42%，换手率为34.73%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换丰浓 | | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 宏景科技 | -13.42% | 20444 | 14.04% | 34.73% | 2家机构卖出,成功 | | | | | | | 率36.92% | | 凯美特气 | 9.99% | 17123 | 7.3% | 32.28% | 普通席位买入,成功 | ...

Group 1 - The electric power sector experienced a significant rise on the trading day, with companies like Lide New Energy (001258) hitting the daily limit, and Jiangsu New Energy (603693) increasing by over 7% [1] - The Central Committee of the Communist Party and the State Council issued an opinion on improving the price governance mechanism, aiming to enhance market price formation, innovation in price guidance, and optimization of price regulation [1] - The opinion covers various sectors including energy, public utilities, agriculture, and public services, emphasizing the need for deeper price reforms to stabilize prices and improve resource allocation efficiency [1] Group 2 - The opinion clarifies the main direction and path for China's electricity market reform, focusing on establishing a multi-level electricity market system and improving market price mechanisms for electricity, natural gas, and energy storage [2] - Institutions expect that the improvement of price mechanisms will stimulate investment in flexible power sources, supporting the development of a new power system [2] - The report indicates that hydropower, which currently has a low marketization level and price significantly below the industry average, is likely to benefit from gradual marketization, enhancing overall profitability and cash flow [2]

证券代码：603693 证券简称：江苏新能 公告编号：2025-004 江苏省新能源开发股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 江苏省新能源开发股份有限公司（以下简称"公司"）股票于 2025 年 3 月 31 日、2025 年 4 月 1 日连续 2 个交易日内日收盘价格涨幅偏离值累计超过 20.00%，属于股票交易异常波动。 经公司自查，并书面函证公司控股股东江苏省国信集团有限公司，截至 本公告披露日，公司应披露的重大事项均已按照《上海证券交易所股票上市规则》 等规定进行了公告，不存在应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 公司股票于2025年3月31日、2025年4月1日连续2个交易日内日收盘价格涨幅 偏离值累计超过20.00%，根据《上海证券交易所交易规则》的有关规定，属于股 票交易异常波动。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司生产经营情况正常，截至本公告披露日，公司不存在应披 露而未披露的重大信息。 （二） ...

关于江苏省新能源开发股份有限公司 江苏省新能源开发股份有限公司: 股票交易异常波动征询函的回复 本公司及一致行动人未在本次股票交易异常波动期间买卖你公 司股票。 特此回复。 江了 本公司已收到《江苏省新能源开发股份有限公司关于股票交易异 常波动有关事项的征询函》,作为江苏省新能源开发股份有限公司的 控股股东,经认真核查,现就相关事项回复如下: 截至目前,本公司不存在影响你公司股票交易异常波动的重大事 项,不存在涉及你公司的应披露而未披露的重大信息,包括但不限于 重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、 股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the green power sector, with the Guozheng Green Power Index rising by 0.65% and several constituent stocks showing significant gains, such as Jiangsu Xinneng up by 6.12% and Longyuan Power up by 5.99% [1] - The latest scale of the Green Power ETF reached 330 million yuan, marking a one-year high, with the number of shares also reaching 299 million, indicating strong investor interest [2] - The Green Power ETF has seen continuous net inflows over the past nine days, totaling 55.07 million yuan, with a single-day peak inflow of 15.56 million yuan, reflecting robust demand for green energy investments [2] Group 2 - The Guozheng Green Power Index's price-to-earnings ratio (PE-TTM) stands at 17.34, which is in the lowest 0.4% of its historical range, suggesting that the index is undervalued compared to the past year [2] - The top ten weighted stocks in the Guozheng Green Power Index account for 57.74% of the index, with major players including Changjiang Power and China Nuclear Power [2] - The recent joint issuance of the "Opinions on Promoting the High-Quality Development of the Renewable Energy Green Power Certificate Market" by five government departments is expected to enhance the long-term growth potential of the green certificate market and support the strategic transition of renewable energy in China [3]

Investment Rating - The report maintains a "Strong Buy" rating for Jiangsu New Energy (603693) [1] Core Viewpoints - The report emphasizes that the offshore wind power sector is poised for significant growth, with Jiangsu New Energy being a key player in this space. The company is expected to benefit from favorable policies and market conditions as the government pushes for the development of marine economy and offshore wind projects [3][9] - The anticipated profit from the company's approved offshore wind projects is estimated to be between 400 to 600 million yuan, indicating substantial growth potential [4] - The report highlights the company's strong financial performance, with projected revenues and profits showing a positive trend over the next few years [5][10] Financial Summary - Total revenue is projected to increase from 1,946 million yuan in 2023 to 2,814 million yuan by 2026, reflecting a compound annual growth rate (CAGR) of approximately 17.5% [5] - The net profit attributable to shareholders is expected to rise from 472 million yuan in 2023 to 758 million yuan in 2026, with a notable increase of 60.3% in 2025 [5] - Earnings per share (EPS) is forecasted to grow from 0.53 yuan in 2023 to 0.85 yuan in 2026 [5] Market and Policy Context - Recent government initiatives in Jiangsu, Shanghai, Shandong, and Guangxi emphasize the importance of offshore wind power in driving marine economic development, which is expected to create a favorable environment for companies like Jiangsu New Energy [2][3] - The report notes that the company is well-positioned to capitalize on these developments due to its status as the only provincial state-owned listed company in the renewable energy sector in Jiangsu [3]

Core Viewpoint - The utility sector experienced significant capital outflows, with six stocks, including Ming Star Power, seeing net outflows exceeding 50 million yuan [1][4]. Industry Summary - The utility sector declined by 0.43% today, with a total net outflow of 667 million yuan from main capital [4][6]. - Among the 132 stocks in the utility sector, 47 rose while 79 fell, with one stock hitting the daily limit down [4]. - The stocks with the highest net inflows included Guang'an Aizhong (49.86 million yuan), Qianyuan Power (41.03 million yuan), and China General Nuclear Power (35.74 million yuan) [4][5]. - The stocks with the highest net outflows were Ming Star Power (-178.32 million yuan), Jiangsu New Energy (-101.27 million yuan), and Guangdong Power A (-82.25 million yuan) [6][7]. Capital Flow Summary - The main capital inflow leaders in the utility sector included: - Guang'an Aizhong: -1.47% change, 12.68% turnover rate, 49.86 million yuan inflow [5]. - Qianyuan Power: 5.13% change, 6.41% turnover rate, 41.03 million yuan inflow [5]. - China General Nuclear Power: 0.54% change, 0.59% turnover rate, 35.74 million yuan inflow [5]. - The main capital outflow leaders included: - Ming Star Power: -6.03% change, 26.15% turnover rate, -178.32 million yuan outflow [6]. - Jiangsu New Energy: -0.60% change, 7.32% turnover rate, -101.27 million yuan outflow [6]. - Guangdong Power A: -2.49% change, 1.92% turnover rate, -82.25 million yuan outflow [6].

江苏新能: 江苏新能股票交易异常波动公告 证券代码：603693 证券简称：江苏新能 公告编号：2025-003 江苏省新能源开发股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （一）生产经营情况 经公司自查，公司生产经营情况正常，截至本公告披露日，公司不存在应披 露而未披露的重大信息。 （二）重大事项情况 经公司自查，并向公司控股股东书面函证核实，截至本公告披露日，公司及 公司控股股东不存在影响公司股票交易异常波动的重大事项，不存在涉及公司的 应披露而未披露的重大信息，包括但不限于重大资产重组、股份发行、重大交易 类事项、业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战略 投资者等重大事项。 （三）媒体报道、市场传闻、热点概念情况 公司目前未发现可能对公司股票交易价格产生较大影响的需澄清或回应的 媒体报道或市场传闻。 ? 江苏省新能源开发股份有限公司（以下简称"公司"）股票于 2025 年 3 月 21 日、2025 年 3 月 24 日、2025 年 3 月 ...

证券代码：603693 证券简称：江苏新能 公告编号：2025-003 江苏省新能源开发股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 江苏省新能源开发股份有限公司（以下简称"公司"）股票于 2025 年 3 月 21 日、2025 年 3 月 24 日、2025 年 3 月 25 日连续 3 个交易日内日收盘价格涨 幅偏离值累计超过 20.00%，属于股票交易异常波动。 经公司自查，并书面函证公司控股股东江苏省国信集团有限公司，截至 本公告披露日，公司应披露的重大事项均已按照《上海证券交易所股票上市规则》 等规定进行了公告，不存在应披露而未披露的重大信息。 经公司自查，公司生产经营情况正常，截至本公告披露日，公司不存在应披 露而未披露的重大信息。 （二）重大事项情况 经公司自查，并向公司控股股东书面函证核实，截至本公告披露日，公司及 公司控股股东不存在影响公司股票交易异常波动的重大事项，不存在涉及公司的 应披露而未披露的重大信息，包括但不限于重大资产重组、股份发行、重大交易 ...