| | | 浙江新中港热电股份有限公司 公司于 2025 年 1 月 16 日分别召开 2025 年第一次临时股东大会、"新港转 债"2025 年第一次债券持有人会议，审议通过了《关于变更部分募集资金投资 项目的议案》，将"向陌桑现代茧业供热管道及配套管线项目"未投入的募集资 金及累计产生的利息收益共计 4,348.86 万元全部投入"向嵊州经济开发区浦口 片区新建供热管道项目"。公司于 2025 年 1 月 21 日在中国建设银行股份有限公 司嵊州支行新设立募集资金专用账户，用于存放、管理新募投项目"向嵊州经济 开发区浦口片区新建供热管道项目"的资金；同日，公司与中国建设银行股份有 限公司嵊州支行、保荐机构国泰海通签订了《募集资金专户存储三方监管协议》。 | 公司募集资金专户的基本情况如下： | | --- | | 序号 | 专户用途 | 开户银行 | 银行账号 | 账户状态 | | --- | --- | --- | --- | --- | | 1 | 80,000Nm³/h 空压机项 | 中国工商银行 | 1211026029200586882 | 正常使用 | | | 目 | 嵊州支行 | | | | ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.44亿元，其中，买入成交额为7375.21 万元，卖出成交额为7031.04万元，合计净买入344.18万元。 具体来看，今日上榜营业部中，第一大买入营业部为中信建投证券股份有限公司长沙车站北路证券营业 部，买入金额为1933.26万元，第一大卖出营业部为中信证券股份有限公司上海分公司，卖出金额为 1607.17万元。 新中港(605162)今日下跌1.62%，全天换手率13.23%，成交额5.62亿元，振幅16.20%。龙虎榜数据显 示，营业部席位合计净买入344.18万元。 上交所公开信息显示，当日该股因日振幅值达16.20%上榜，营业部席位合计净买入344.18万元。 近半年该股累计上榜龙虎榜8次，上榜次日股价平均跌1.22%，上榜后5日平均涨2.40%。 资金流向方面，今日该股主力资金净流出167.83万元，其中，特大单净流出621.02万元，大单资金净流 入453.18万元。近5日主力资金净流入1.02亿元。 4月30日公司发布的一季报数据显示，一季度公司共实现营业收入1.74亿元，同比下降20.46%，实现净 利润1545.37万元，同比 ...

7月16日，新中港今日收盘10.92元，下跌1.62%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到32.02倍，总市值43.74亿元。 从行业市盈率排名来看，公司所处的公用事业行业市盈率平均26.37倍，行业中值29.45倍，新中港排名 第15位。 股东方面，截至2025年3月31日，新中港股东户数21303户，较上次增加793户，户均持股市值35.28万 元，户均持股数量2.76万股。 浙江新中港热电股份有限公司的主营业务是采用热电联产的方式进行热力产品、电力产品和压缩空气的 生产及供应。公司的主要产品是蒸汽、电力（热电联产）、电力（储能电力）、压缩空气、煤炭。电力 产品出售给国家电网公司供应终端电力用户。公司是浙江省首个全厂通过超低排放验收的热电厂。 最新一期业绩显示，2025年一季报，公司实现营业收入1.74亿元，同比-20.46%；净利润1545.37万元， 同比-39.20%，销售毛利率24.54%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13新中港32.0229.853.3843.74亿行业平均 26.3725.911.7482.88亿行业中值29.4529.62 ...

本文源自：金融界 作者：智投君 7月16日，新中港下跌1.62%登上龙虎榜，日振幅值达15%，知名游资卖出。 其中，中信建投证券股份有限公司长沙车站北路证券营业部、海通证券股份有限公司上海宝山区牡丹江 路证券营业部、中国国际金融股份有限公司北京建国门外大街证券营业部分别买入1933.26万元、 1867.24万元、1350.91万元。 龙虎榜显示，买入前五合计买入7375.21万元，卖出前五合计卖出7031.04万元，净额344.18万元。 中信证券股份有限公司上海分公司、华源证券股份有限公司江苏分公司、瑞银证券有限责任公司上海浦 东新区花园石桥路第二证券营业部分别卖出1607.17万元、1456.96万元、1422.22万元。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 中信建投证券股份有限公司长沙车站北路证 券营业部 1933.26 0.00 1933.26 海通证券股份有限公司上海宝山区牡丹江路证券营业部 1867.24 0.00 1867.24 中国国际金融股份有限公司北京建国门外大街证券营业部 1350.91 0.00 1350.91 瑞银证券有限责 任公司上海浦东新区花园石桥路第 ...

Core Viewpoint - The power sector is experiencing significant performance improvements due to increased electricity demand driven by high temperatures and a decline in coal prices, leading to better profitability for thermal power companies [1][4][9]. Group 1: Electricity Sector Performance - Several electricity stocks have shown remarkable gains, with Huayin Power rising over 80% and Xinhong Port increasing by approximately 48% from July 1 to July 15 [3]. - Huayin Power expects a net profit of 180 to 220 million yuan for the first half of the year, a year-on-year increase of 3600.70% to 4423.07%, attributed to increased power generation and reduced fuel costs [4]. - The electricity sector is benefiting from rising electricity demand due to summer heat and industrial production, alongside emerging demands from AI computing and electric vehicle charging [4][9]. Group 2: Coal Market Dynamics - The domestic coal supply may tighten due to "anti-involution" policies, while high temperatures continue to drive electricity demand, supporting a rebound in coal prices [2][11]. - The average price of thermal coal has dropped significantly, with a cumulative decline of 146 yuan per ton for thermal coal and 290 yuan per ton for coking coal since the beginning of the year [10]. - The coal sector's profitability has been under pressure, with profits down over 50% year-on-year from January to May, but recent developments suggest a potential turnaround [10][11]. Group 3: Future Outlook - The electricity sector's fundamentals appear positive, with a projected revenue increase for nuclear and hydropower sectors, and the electricity index showing a price-to-earnings ratio of 18.14, indicating room for valuation recovery [5]. - The firepower sector remains a key beneficiary of rising electricity demand, with stable supply compared to renewable sources [7]. - The "anti-involution" policy may lead to an orderly exit of excess coal production capacity, potentially stabilizing coal prices and supporting the profitability of thermal power companies [11][13].

智通财经7月14日电，电力股集体走高，豫能控股涨停，建投能源、华电辽能、晋控电力、新中港、华 银电力涨超5%，九洲集团、上海电力、甘肃能源等跟涨。消息面上，近期，随着长江中下游地区"出 梅"，全国大范围内遭遇高温侵袭，华东地区气温较常年偏高0.5-1.5℃，长江中下游高温日数预计增加 10%-15%，江苏、浙江等地局部气温突破40℃月初，全国最大电力负荷飙升至14.65亿千瓦，创下历史 新高同比增长近1.5亿千瓦。 电力股拉升 豫能控股等多股涨停 ...

本文源自：金融界 7月10日，新中港下跌10.04%登上龙虎榜，日跌幅偏离值达7%，知名游资卖出。 龙虎榜显示，买入前五合计买入3585.20万元，卖出前五合计卖出5454.58万元，净额-1869.38万元。 其中，东方财富证券股份有限公司拉萨团结路第一证券营业部、中国银河证券股份有限公司北京中关村 大街证券营业部、东方财富证券股份有限公司昌都两江大道证券营业部分别买入845.64万元、808.11万 元、688.75万元。 国泰海通证券股份有限公司总部、瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营业部、华 泰证券股份有限公司厦门厦禾路证券营业部分别卖出1530.00万元、1233.58万元、998.25万元。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 东方财富证券股份有限公司拉萨团结路第一 证券营业部 845.64 0.00 845.64 中国银河证券股份有限公司北京中关村大街证券营业部 808.11 0.00 808.11 东方财富证券股份有限公司昌都两江大道证券营业部 688.75 0.00 688.75 国信证券股份有限公司 浙江互联网分公司 665.68 0.00 66 ...

New Stock Listings - The new stock "同宇新材" (code: 301630) is listed at an issue price of 84 on July 10, 2025[1] - "中程退" (code: 300208) and "退市锦港" (code: 600190) have 6 trading days remaining until their last trading day[1] - "恒立退" (code: 000622) has 3 trading days remaining until its last trading day[1] Delisting and Trading Alerts - "退市九有" (code: 600462) has 2 trading days remaining until its last trading day[1] - "工智退" (code: 000584) will have its last trading day on July 10, 2025[1] - "美迪西" (code: 688202) is listed with no specific trading alerts mentioned[1] Market Volatility - "北方长龙" (code: 301357) has been flagged for severe abnormal fluctuations[1] - "浙江东日" (code: 600113) and "诺德股份" (code: 600110) have also been noted for abnormal trading activities[1] - "长春一东" (code: 600148) is included in the list of stocks with trading alerts[1]

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational updates, stock performance, and significant corporate actions. Group 1: Company Announcements - Huaguang Huaneng's stock has experienced five consecutive trading limit increases, with a trading volume of 29.41% over the last five days, indicating potential irrational speculation, although the company's fundamentals remain stable [3]. - Andeli's actual controller Wang An transferred 90% of the shares of BVI Ping An to his daughter Wang Meng, but this transfer does not affect the company's governance structure or control [5]. - Singshan Co. received a court notice regarding the judicial disposal of 4.26 million shares, accounting for 0.19% of the total share capital, but this is not expected to impact daily operations [6]. - Three Gorges Energy reported a total power generation of 39.314 billion kWh in the first half of 2025, an increase of 8.85% year-on-year [7]. - New Zhonggang's stock has seen four consecutive trading limits, with no significant media reports or market rumors affecting its price [8]. - ST Yazhen's stock was suspended for one trading day due to a tender offer by its controlling shareholder, with a total of 55.1779 million shares involved [9]. - Zhongli Co. plans to invest 478 million yuan in a smart logistics equipment project [11]. - Zhuoran Co. approved the sale of 95% equity in a subsidiary for 723 million yuan, which does not constitute a related party transaction [12]. - Jerry Co. received a project award for a natural gas booster station worth approximately 850 million USD [13]. - Qujiang Cultural Tourism plans to publicly transfer 38% equity in a subsidiary valued at approximately 22.98 million yuan [14]. - Foshan Technology intends to publicly transfer 100% equity of a subsidiary with a starting price of 180 million yuan [15]. Group 2: Performance Forecasts - Xianda Co. expects a net profit increase of 2443.43% to 2834.73% in the first half of 2025, driven by rising product prices and improved cost control [25]. - Muyuan Co. anticipates a net profit of 10.5 billion to 11 billion yuan, reflecting a year-on-year growth of 924.6% to 973.39% due to increased pig sales and lower costs [26]. - Jiangshan Co. forecasts a net profit increase of 75.65% to 110.78% in the first half of 2025, supported by product optimization and cost control [28]. - Chenguang Bio's net profit is expected to rise by 102.33% to 132.38%, primarily due to improved market conditions for its cottonseed business [29]. - Xinlian Electronics predicts a net profit of 166 million to 198 million yuan, marking a turnaround from a loss in the previous year [30]. - Wohua Pharmaceutical expects a net profit increase of 233.89% to 378.27% due to market adaptation and cost control measures [31]. - Yonghe Co. anticipates a net profit increase of 126.30% to 148.49% driven by rising refrigerant prices [32]. - Shanghai Pharmaceuticals expects a net profit increase of approximately 52% due to the acquisition of a stake in a subsidiary [34]. - AVIC Heavy Machinery forecasts a net profit decline of about 33.29% due to falling product prices [35]. - Jingneng Real Estate expects a net loss of 190 million to 210 million yuan in the first half of 2025 due to reduced scale and increased expenses [36]. Group 3: Major Contracts - Fengfan Co. won a bid for a project worth approximately 337 million yuan from the Southern Power Grid [37]. - Longjian Co. was part of a consortium that won a project bid worth 362 million yuan for infrastructure construction [38].

Group 1 - Huaguang Huaneng's stock has experienced five consecutive trading limits, with a cumulative turnover rate of 29.41% over the past five trading days, indicating potential irrational speculation risk [3] - The company confirms that its production and operational activities are normal, with no significant changes in its fundamentals or business structure [3] Group 2 - Andeli's actual controller Wang An transferred 90% of the shares of BVI Pingan to his daughter Wang Meng, but this transfer does not affect the company's shareholding structure or governance [4] - The controlling shareholder and actual controllers remain unchanged, ensuring the company's governance structure and ongoing operations are unaffected [4] Group 3 - Suntech's indirect controlling shareholder, Suntech Holdings, has had 4.26 million unrestricted circulating shares (8.51% of its holdings, 0.19% of total shares) judicially disposed of, but this is not expected to impact the company's daily operations [5] Group 4 - Three Gorges Energy reported a total power generation of 39.314 billion kWh in the first half of 2025, representing an 8.85% year-on-year increase [6] - The company generated 19.531 billion kWh in the second quarter of 2025, a 6.24% increase compared to the same period last year [6] Group 5 - New Zhonggang's stock has experienced four consecutive trading limits, with no significant media reports or market rumors affecting its stock price [7] - The company confirms that its production and operational status is normal, with no major adjustments in market environment or industry policies [7] Group 6 - ST Yazhen's controlling shareholder Wu Tao's tender offer for 55.1779 million shares (21.00% of total shares) at a price of 5.68 yuan per share has reached its deadline, leading to a one-day suspension of trading [8] Group 7 - Zhongli's wholly-owned subsidiary plans to invest 478 million yuan in a smart logistics equipment project in Jiangsu, with the project covering approximately 120 acres [9][10] Group 8 - Xianda expects a net profit of 130 million to 150 million yuan for the first half of 2025, a year-on-year increase of 2443.43% to 2834.73%, driven by rising product prices and improved operational efficiency [12] - The company's main product, Oxyfluorfen, has seen a price increase, contributing to higher gross margins [12] Group 9 - Morninglight Bio expects a net profit of 202 million to 232 million yuan for the first half of 2025, a year-on-year increase of 102.33% to 132.38%, primarily due to the recovery of cottonseed business [13] Group 10 - Xinlian Electronics anticipates a net profit of 166 million to 198 million yuan for the first half of 2025, reversing a loss from the previous year, largely due to increased non-recurring gains [14] Group 11 - Wohua Pharmaceutical expects a net profit of 37 million to 53 million yuan for the first half of 2025, a year-on-year increase of 233.89% to 378.27%, attributed to improved market adaptation and cost control [15] Group 12 - Yonghe expects a net profit of 255 million to 280 million yuan for the first half of 2025, a year-on-year increase of 126.30% to 148.49%, driven by rising refrigerant prices [16] Group 13 - Shanghai Pharmaceuticals anticipates a net profit of 4.45 billion yuan for the first half of 2025, a year-on-year increase of approximately 52%, mainly due to the acquisition of a 10% stake in Shanghai Hutchison Pharmaceuticals [17] Group 14 - Jingneng Real Estate expects a net loss of 190 million to 210 million yuan for the first half of 2025, primarily due to reduced project turnover and increased expenses [18] Group 15 - Fengfan has won a bid for a project with a value of approximately 337 million yuan from Southern Power Grid, accounting for 10.45% of the company's audited revenue for 2024 [19] Group 16 - Longjian has been awarded a joint bid for a project worth 362 million yuan, with the company responsible for 99.39% of the work [20]