皖能电力（000543.SZ）10月21日在投资者互动平台表示，公司控股子公司目前在充电桩业务有少量布 局，主要集中在产业园区等局部区域。 每经AI快讯，有投资者在投资者互动平台提问：贵公司或旗下子公司是否有充电桩业务？ （记者 王晓波） ...

安徽能源集团在几个月内连续三个退休高管被查，只要参与过腐败，现在估计都得提心吊胆。今年已经72岁高龄的方平在退休17年后被查，不仅在安徽能源 集团，对接下来全国深入反腐应当都具有相当震慑力的警示作用。 问道者 | 李 百 安徽省属国企能源集团原董事长陈翔和副总经理李波被查几个月后，已经退休17年的曾经一把手方平最近也被查了。当时的方平还是上市公司皖能电力董事 长，他之前当过地级市一把手。至今仍让外界不解，方平为何在职业生涯如日中天的时候，提前5年办理了退休手续。 安徽能源集团三个高管被查的原因目前都还处于调查阶段，但有些信息看起来挺有意思，三个高管都是在退休后出事。方平退休17年后被查最令人意想不 到，而陈翔的被查最有戏剧性，他1964年出生，今年4月被免去董事长职务。当时外界普遍认为陈翔是到龄退休，哪曾想，两个月后官宣被查。李波1958年 出生，今年9月被查时也退休6年了。 安徽能源集团承担着全省70%电力供应，到2024年末总资产1162亿元，营收373亿元，利润58亿元。皖能电力是安徽能源集团唯一的上市平台，在集团中举 足轻重，2024年营收300亿元，净利润21亿元。 从数据上看，方平掌管能源集团的两 ...

Investment Rating - The report maintains a "Buy" rating for the power sector, emphasizing the potential for upward performance in specific stocks [5][9]. Core Insights - The report highlights that Q3 performance for thermal power is improving, with coal prices rebounding, which enhances expectations for stable electricity prices. The average coal price at ports was 673 RMB/ton in Q3, down 180 RMB/ton year-on-year, but has recently increased to 739 RMB/ton [5][14]. - Hydropower is expected to benefit from improved autumn rainfall, with significant increases in inflow and outflow at the Three Gorges Dam, showing a 48.15% and 102.78% year-on-year increase respectively [5][14]. - Adjustments in tax policies for wind and nuclear power are noted, with offshore wind power receiving a 50% VAT refund policy from November 1, 2025, while onshore wind will no longer enjoy VAT refunds [3][4][14]. Summary by Sections Industry Overview - The Shanghai Composite Index fell by 1.47% and the CSI 300 Index decreased by 2.22% during the week of October 13-17, 2025. The CITIC Power and Utilities Index decreased by 0.43%, outperforming the CSI 300 by 1.79 percentage points [5][63]. Thermal Power - Q3 results for thermal power are on an upward trend, with a notable increase in expected profits for companies like Jiantou Energy, which anticipates a 232% increase in net profit [5][14]. - The report emphasizes the importance of coal price stability for maintaining electricity price expectations for 2026 [5][14]. Hydropower - The report notes significant improvements in hydropower due to favorable autumn rainfall, with a focus on the increased inflow and outflow at the Three Gorges Dam [5][14]. Wind and Nuclear Power - The report discusses the new tax policies affecting wind and nuclear power, highlighting the competitive advantage of offshore wind power due to the new VAT refund policy [3][4][14]. Key Stocks - The report recommends focusing on specific stocks within the thermal power sector, including Huaneng International, Huadian International, and others, as well as emphasizing the value of hydropower investments [5][9].

Market Review - The Shanghai Composite Index decreased by 1.47% and the ChiNext Index fell by 5.71% during the week of October 13-17, 2025. The coal sector increased by 5.66%, while the public utility sector rose by 0.05%. The environmental protection sector declined by 0.97%, and the carbon neutrality sector dropped by 3.14% [1][12]. Industry Insights - The coal price is expected to rise due to continuous abnormal autumn rain affecting production, along with safety and environmental inspections limiting supply. Despite October being a traditional off-peak season, traders are preparing for winter storage needs, leading to accelerated coal price increases post-National Day [4][31]. - The electricity demand is anticipated to increase as the peak winter season approaches, with NOAA predicting a 71% chance of La Niña occurring from October to December, which may lead to a colder winter [4][33]. - The annual long-term electricity price for 2025 has been locked in, and the capacity price mechanism is expected to stabilize electricity prices in the coming months [4][33]. Investment Recommendations - For the thermal power sector, it is recommended to focus on companies with power generation assets located in regions with tight supply-demand dynamics and favorable competition, such as Anhui Energy and Huadian International [4][65]. - In the hydropower sector, attention is drawn to leading operators like Yangtze Power, which is expected to benefit from stable electricity prices and regional supply-demand tightness [4][65]. - In the nuclear power sector, China National Nuclear Power is highlighted as a key player due to the expected increase in electricity generation and stable pricing [4][65]. - For renewable energy, the focus is on leading wind power operator Longyuan Power [4][65]. - In the environmental protection sector, the recommendation is to pay attention to urban comprehensive operation management service providers like Yuhua Tian [4][65]. Industry News - On October 15, 2025, Weiqiao Group announced the integration of its self-built power plant into the national grid, marking a significant shift towards collaboration and green transformation [4][59]. - The Gansu Electric Power Investment Company completed the commissioning of the largest million-kilowatt coal-fired power plant in the country, with a total installed capacity of 6 million kilowatts and an expected annual electricity generation of 33 billion kilowatt-hours [4][59]. - The National Development and Reform Commission issued a management method to support energy-saving and carbon reduction projects, including green methanol and sustainable aviation fuel production [4][60].

Investment Rating - The investment rating for the utility sector is "Positive" [2] Core Insights - The report highlights the recent release of mechanism electricity prices for new projects in Xinjiang and Gansu, with solar power priced at 0.235 yuan/kWh and wind power at 0.252 yuan/kWh [4] - The report indicates that the power sector is expected to see profit improvement and value reassessment following multiple rounds of supply-demand tensions in the electricity market [4] - The ongoing market reforms in electricity pricing are anticipated to lead to a gradual increase in electricity prices, benefiting power operators [4] Summary by Sections Market Performance - As of October 17, the utility sector declined by 0.7%, outperforming the broader market, which saw a 2.2% drop [11] - The electricity sector specifically saw a decrease of 0.66%, while the gas sector fell by 0.99% [13] Electricity Industry Data Tracking - The price of thermal coal at Qinhuangdao Port (Q5500) increased by 34 yuan/ton week-on-week, reaching 740 yuan/ton as of October 17 [20] - Coal inventory at Qinhuangdao Port decreased by 960,000 tons week-on-week, totaling 5.45 million tons [25] - Daily coal consumption in inland provinces was 3.107 million tons, down 312,000 tons/day from the previous week [28] Natural Gas Industry Data Tracking - The LNG ex-factory price index in Shanghai was 4,013 yuan/ton, down 20.19% year-on-year and 0.32% week-on-week [51] - The EU's natural gas supply increased by 8.8% year-on-year, reaching 6.07 billion cubic meters in week 41 of 2025 [58] Key Industry News - The mechanism electricity prices for solar and wind projects in Xinjiang were announced, with a total of 67 projects selected [4] - The release of the "Regulations on Fair and Open Supervision of Oil and Gas Pipeline Facilities" marks a significant step in China's oil and gas market reform [4] Investment Recommendations - The report suggests focusing on national coal power leaders such as Guodian Power, Huaneng International, and Huadian International, as well as regional leaders in tight supply areas [4] - For natural gas, companies with low-cost long-term gas sources and receiving station assets are expected to benefit from market conditions [4]

此前，安徽省能源集团已有多人被查：今年9月12日消息，安徽省能源集团有限公司原副总经理李波被 查。今年6月25日消息，安徽省能源集团有限公司原党委书记、董事长陈翔被查。 2006年4月，方平任安徽省能源集团党委书记、总经理，至2008年退休。 据安徽省纪委监委10月17日消息：安徽省能源集团原党委书记、总经理方平涉嫌严重违纪违法，目前正 接受安徽省纪委监委纪律审查和监察调查。 公开信息显示，方平，男，1953年2月生。他曾任合肥-九龙铁路公司副总经理、总经理，安徽省计划委 员会副主任，蚌埠市委副书记、市长，蚌埠市委书记、市人大常委会主任等职。 据介绍，安徽省能源集团有限公司（简称"省能源集团"或"皖能集团"）是由安徽省政府出资设立的国有 独资公司，成立于1985年11月（前身是安徽省电力开发总公司，1995年更名为安徽省能源投资总公司， 1998年更名为安徽省能源集团有限公司），注册资本100亿元，是以电力、热力、燃气等能源的生产和 销售以及投资与资产管理（煤炭、物流、金融）作为主业的省属国有能源骨干企业。 2019年7月19日，安徽省能源集团有限公司原党委书记、董事长白泰平因受贿罪，被判处有期徒刑十二 年六 ...

文 | 安徽日报 近日，由皖能电力携手阳光新能源、国轩新能源成立的延安皖能电力有限公司顺利完成注 册，三家能源皖企在延安成功牵手，标志着安徽省"陕电入皖"工程配套电源开发建设取得 重要进展。 陕北—安徽特高压直流工程，是纳入国家"十四五"电力规划开工建设类项目，工程起点为 陕 西 延 安 风 、 光 、 火 、 储 综 合 能 源 基 地 ， 途 经 陕 西 、 河 南 ， 送 至 安 徽 合 肥 ， 配 套 建 设 4 x 100万千瓦火电、11 0 0万千瓦新能源、2 2 0万千瓦2小时电化学储能 。工程建成后，年 输送电量超过360亿千瓦时，可再生能源电量占比不低于50%，将有力提高安徽电力供应 保障能力和绿电供应比例。 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 王先生 13 5 8 1 8 8 5 5 2 0 李先生 13 5 8 1 7 4 1 6 8 0 相关阅读 储能行业《自律实践指南》重磅发布！行业首部储能系统安全底线自律实践规范 Apple 供应商启动10亿新能源基金，计划为中国电网新增1TWh清洁电力 零碳园区等节能降碳项目，将获中央专项资金支持！ 新设立的延安 ...

证券日报网讯皖能电力（000543）10月16日在互动平台回答投资者提问时表示，截至2025年10月10日， 公司合并信用账户股东数为56，656户，未合并信用账户股东数为53，620户。 ...

10月15日，皖能电力盘中下跌2.02%，截至10:58，报7.78元/股，成交3.24亿元，换手率1.82%，总市值 176.36亿元。 分红方面，皖能电力A股上市后累计派现46.18亿元。近三年，累计派现13.33亿元。 资金流向方面，主力资金净流出2545.26万元，特大单买入1689.20万元，占比5.21%，卖出4905.54万 元，占比15.13%；大单买入8813.64万元，占比27.19%，卖出8142.56万元，占比25.12%。 皖能电力今年以来股价涨2.49%，近5个交易日涨9.58%，近20日涨7.31%，近60日涨5.85%。 资料显示，安徽省皖能股份有限公司位于安徽省合肥市包河区贵州路491号皖能智能管控中心25-27层， 成立日期1993年12月13日，上市日期1993年12月20日，公司主营业务涉及燃煤火力发电。主营业务收入 构成为：电力及相关产品79.28%，煤炭17.97%，运输1.52%，垃圾处理1.09%，其他0.14%。 皖能电力所属申万行业为：公用事业-电力-火力发电。所属概念板块包括：抽水蓄能、天然气、超超临 界发电、安徽国资、核电等。 截至9月30日，皖能电力股 ...

每经记者｜朱成祥 每经编辑｜董兴生 丨 2025年10月14日 星期二 丨 NO.1 皖能电力：间接持有聚变新能（安徽）有限公司约3.5%的股权 NO.3 盐湖股份：第三季度净利同比预增97%至141% 10月13日，盐湖股份公告称，公司预计2025年前三季度归属于上市公司股东的净利润为43.00亿元至 47.00亿元，比上年同期增长36.89%至49.62%。三季度归属于上市公司股东的净利润为18亿元至22亿 元，比上年同期增长97.41%至141.28%。报告期内，氯化钾价格较上年同期上升，带动盈利增长；碳酸 锂市场价格下行，但公司整体业绩仍实现同比增长。 点评：盐湖股份前三季度业绩亮眼，尤其三季度净利近乎翻倍，远超市场预期。这主要得益于主营产品 氯化钾价格上行，有效对冲了碳酸锂价格下跌的冲击。公司"钾锂"双主业战略展现出强大的抗风险能力 和盈利韧性，凸显其作为行业龙头的成本优势与核心价值。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自 担。 点评：皖能电力间接参股聚变新能，前瞻性布局核聚变这一未来能源终极赛道。虽然当前持股比例不 高，但此举彰显了公司向战略性新兴产业转 ...