1月9日，川能动力大宗交易成交169万股，成交额1987.44万元，占当日总成交额的4.05%，成交价11.76元，较市场收盘价 12.37元折价4.93%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-09 | 000155 | 川能动力 | 11.76 | 169.00 | 1,987. 国信证券股份有限 | 申万宏源证券有限 | | | | | | | 公司成都沙湾路证 | 公司成都温江南江 | | | | | | | 券营业部 | 路证券营业部 | ...

川能动力 20260107 摘要 川能动力李家沟锂矿项目受疫情和环保政策影响投产延期，选址因地理 条件限制调整，但目前四川锂矿开发加速，大规模开发仍受政策变动和 环保要求制约，短期内或有停产风险。 公司计划将李家沟锂矿现有产能翻番，正进行立项和增储勘探，预计 2026 年披露勘测报告。同时，积极寻求包括锂、铜、磷、镍等能源金 属的境内外并购机会。 川能动力锂盐总产能 4.5 万吨，老厂自采自用，德阿厂试生产碳酸锂需 认证，2026 年原料缺口可控，通过市场贸易商补充，暂无扩大锂盐产 能计划，优先匹配资源端与加工端。 公司对未来两年锂价持乐观态度，目前价格接近 14 万元/吨。库存方面， 保持适当库存应对市场波动，下游采购情绪稳定，灵活调整定价机制以 最大化收益。 预计 2026 年锂市场乐观，价格将在 10-16 万元/吨波动，生产成本和盈 利情况改善。储能市场爆发，公司计划矿山满产并适当扩产，锂盐端提 高产能利用率。 Q&A 请介绍一下川能动力在碳酸锂生产方面的成本和产量预期，以及与雅化集团的 矿石分配情况。 公司风电业务受攀西特高压检修和风量减少影响，2025 年收入和利润 下滑，但运营平稳。投运项目 1 ...

南方中证500ETF（510500）基金经理为罗文杰。 12月31日，川能动力跌1.02%，截至发稿，报11.64元/股，成交1.68亿元，换手率0.77%，总市值214.89 亿元。 资料显示，四川省新能源动力股份有限公司位于四川省成都市武侯区剑南大道中段716号2号楼16楼，成 立日期1997年10月20日，上市日期2000年9月26日，公司主营业务涉及风力发电、光伏发电、垃圾发电 等新能源发电业务,锂矿开采、锂盐加工等锂电储能业务,以及环卫一体化和环保设备销售业务。主营业 务收入构成为：风电业务50.70%，环保业务34.63%，锂电业务14.67%。 从川能动力十大流通股东角度 数据显示，南方基金旗下1只基金位居川能动力十大流通股东。南方中证500ETF（510500）三季度减持 35.63万股，持有股数1608.06万股，占流通股的比例为0.87%。根据测算，今日浮亏损失约192.97万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益32.53%，同类 排名1569/4189；近一年收益28.64%，同类排名1677/4188；成立以来收益 ...

Core Viewpoint - Chuaneng Power's stock price has experienced fluctuations, with a recent decline of 2.04%, and the company has seen a net outflow of funds, indicating potential investor concerns about its performance and market position [1]. Group 1: Stock Performance - As of December 30, Chuaneng Power's stock price was 11.53 CNY per share, with a market capitalization of 21.286 billion CNY [1]. - The stock has increased by 9.71% year-to-date, but has decreased by 3.92% over the last five trading days and 4.24% over the last 20 days [1]. - The trading volume on December 30 was 1.06 million CNY, with a turnover rate of 0.50% [1]. Group 2: Financial Performance - For the period from January to September 2025, Chuaneng Power reported a revenue of 2.095 billion CNY, a year-on-year decrease of 7.98%, and a net profit attributable to shareholders of 347 million CNY, down 44.83% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.153 billion CNY, with 609 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Chuaneng Power was 111,500, a decrease of 6.34% from the previous period [2]. - The average number of circulating shares per shareholder increased by 6.77% to 16,554 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest with 18.6421 million shares, while the Southern CSI 500 ETF is the tenth largest with 16.0806 million shares, having decreased its holdings by 356,300 shares [3]. Group 4: Business Overview - Chuaneng Power, established on October 20, 1997, and listed on September 26, 2000, is based in Chengdu, Sichuan Province [1]. - The company's main business includes wind power generation (50.70% of revenue), environmental protection (34.63%), and lithium battery storage (14.67%) [1]. - The company operates in the public utility sector, specifically in electricity and wind power generation, and is involved in various concepts such as waste-to-energy, lithium iron phosphate, green power, solid waste treatment, and energy storage [1].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300125 | *ST玲达 | 7.46 | 19.94% | 6412.0 | | 478.34万 | | 002617 | 露笑科技 | 8.20 | 3.40% | 143.49万 | | 11.81亿 | | 619109 | 嘉泽新能 | 4.66 | 2.64% | 88.00万 | | 4.08亿 | | 002218 | 拓日新能 | 4.45 | 2.30% | 115.16万 | | 5.08亿 | | 600868 | 梅雁吉祥 | 3.55 | 2.01% | 162.00万 | | 5.80亿 | | 002015 | 协整能科 | 10.43 | 1.76% | 38.32万 | | 4.00亿 | | 600719 | 大连热电 | 6.31 | 1.45% | 16.58万 | | 1.05亿 | | 600052 | 东望时代 | 4.75 | 1.28% | 11.98万 | | 5644.64 ...

Core Viewpoint - Chuaneng Power experienced a stock price decline of 2.44% on December 29, with a current price of 11.97 CNY per share and a market capitalization of 22.099 billion CNY. The company has seen a year-to-date stock price increase of 13.89% but a recent 20-day decline of 3.55% [1]. Financial Performance - For the period from January to September 2025, Chuaneng Power reported operating revenue of 2.095 billion CNY, a year-on-year decrease of 7.98%. The net profit attributable to shareholders was 347 million CNY, down 44.83% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.153 billion CNY, with 609 million CNY distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Chuaneng Power was 111,500, a decrease of 6.34% from the previous period. The average number of circulating shares per shareholder increased by 6.77% to 16,554 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest with 18.6421 million shares, marking its entry as a new shareholder. The Southern CSI 500 ETF is the tenth largest, holding 16.0806 million shares, a decrease of 356,300 shares from the previous period [3]. Business Overview - Chuaneng Power, established on October 20, 1997, and listed on September 26, 2000, is based in Chengdu, Sichuan Province. The company focuses on renewable energy generation, including wind power, solar power, and waste-to-energy, as well as lithium mining and processing for energy storage. The revenue composition is 50.70% from wind power, 34.63% from environmental services, and 14.67% from lithium battery business [1]. - The company operates within the public utility sector, specifically in electricity and wind power generation, and is involved in concepts such as waste-to-energy, solid waste treatment, lithium iron phosphate, green power, and energy storage [1].

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002756 | 永兴材料 | | 7.33 | 292亿 | 46.95 | | 000408 | 藏格矿业 | 1 | 4.30 | 1304亿 | 205.12 | | 001203 | 大中矿业 | 1 | 4.27 | 490亿 | 277.09 | | 300769 | 德方纳米 | 1 | 3.98 | 130亿 | 25.33 | | 000688 | 国城矿业 | + | 3.93 | 326亿 | 131.45 | | 002738 | 中矿资源 | | 3.74 | 556亿 | 120.17 | | 601969 | 海南矿业 | 1 | 3.58 | 225亿 | 61.35 | | 000546 | 金圆股份 | | 3.37 | 54.82 7 | 43.00 | | 601168 | 西部矿业 | 1 | 3.28 | 637亿 | 77.20 | | 002466 | 天齐锂业 | 1 | 2.79 | 937亿 | 72 ...

证券代码：000155 证券简称：川能动力 公告编号：2025-071号 债券代码：148936 债券简称：24 川新能 GCV01 四川省新能源动力股份有限公司 本次合并完成后，公司控股股东由能投集团变更为四川能源发 展集团，实际控制人仍为四川省国资委。 本次控股股东权益变动系四川能源发展集团有限责任公司 （以下简称"四川能源发展集团")承继四川省能源投资集团有限 责任公司（以下简称"能投集团"）直接及间接持有的四川省新 能源动力股份有限公司（以下简称"公司"）股份从而成为公司 控股股东，公司实际控制人仍为四川省政府国有资产监督管理委 员会（以下简称"四川省国资委"）。 一、本次控股股东权益变动的基本情况 公司于 2024 年 11 月 30 日发布了《四川省新能源动力股份有 限公司关于控股股东四川省能源投资集团有限责任公司与四川省投 资集团有限责任公司筹划战略重组的提示性公告》（公告编号： 2024-084 号），并分别于 2024 年 12 月 31 日、2025 年 1 月 15 日和 2025 年 2 月 28 日发布了《四川省新能源动力股份有限公司关 于控股股东四川省能源投资集团有限责任公司与四川 ...

| 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | | 2025-12-25 | 000155 | 川能动力 | 11.24 | 162.00 | | 1,820.圈信证券股份有限 | 申万宏源证券有限 | | | | | | | | | 公司成都沙湾路证 | 公司成都沿河江 | | | | | | | | | Att 建筑 . L 查看 | BA VE 44 BBL . II. An | | 12月25日，川能动力大宗交易成交162万股，成交额1820.88万元，占当日总成交额的3.97%，成交价 11.24元，较市场收盘价11.83元折价4.99%。 ...

南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年250天，现任基金资产总规模1702.51亿元，任职期间最佳基金回报 149.38%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，四川省新能源动力股份有限公司位于四川省成都市武侯区剑南大道中段716号2号楼16楼，成 立日期1997年10月20日，上市日期2000年9月26日，公司主营业务涉及风力发电、光伏发电、垃圾发电 等新能源发电业务,锂矿开采、锂盐加工等锂电储能业务,以及环卫一体化和环保设备销售业务。主营业 务收入构成为：风电业务50.70%，环保业务34.63%，锂电业务14.67%。 从川能动力十大流通股东角度 数据显示，南方基金旗下1只基金位居川能动力十大流通股东。南方中证500ETF（510500）三季度减持 35.63万股，持有股数1608.06万股，占流通股的比例为0.87%。根据测算，今日浮盈 ...