每经AI快讯，10月13日，皖能电力（000543）在互动平台表示，截至2025年9月30日，本公司间接持有 聚变新能(安徽)有限公司约3.5%(3.4482%)的股权。 ...

皖能电力：间接持有聚变新能（安徽）有限公司约3.5%的股权。 ...

证券研究报告·行业跟踪周报·公用事业 公用事业行业跟踪周报 山东有序推动绿电直连发展，宁电入湘正式 投入商运 增持（维持） [Table_Tag] [投资要点 Table_Summary ] ◼ 投资建议：迎峰度夏关注水电、火电投资机会。1 ）火电： 迎峰度夏建 议关注区域火电投资机会 。 建议关注【建投能源】【华电国际】【华能 国际】【国电电力】【申能股份】【皖能电力】。2 ）水电：量价齐升、 低成本受益市场化。 度电成本所有电源中最低，省内水电市场电价持续 提升，外输可享当地电价。现金流优异分红能力强，折旧期满盈利持续 释放。重点推荐【长江电力】。3 ）核电：成长确定、远期盈利 & 分红提 升。 22/23 年连续两年核准 10 台，24 年再获 11 台核准，成长再提速。 在建机组投运+资本开支逐步见顶。公司 ROE 看齐成熟项目有望翻倍， 分红同步提升。重点推荐【中国核电】【中国广核】，建议关注【中广 核电力 H】。4 ）绿电：化债推进财政发力，绿电国补欠款历史问题有 望得到解决。资产质量见底回升，绿电成长性再次彰显。 重点推荐【龙 净环保】，建议关注【龙源电力 H】【中闽能源】【三峡能源】。5 ）消 ...

证券日报网讯皖能电力（000543）10月10日在互动平台回答投资者提问时表示，截至2025年9月30日， 公司合并信用账户股东数为55，685户，未合并信用账户股东数为52，874户。 ...

Core Points - The Shanghai Composite Index closed at 3933.97 points, above the six-month moving average, with a gain of 1.32% [1] - The total trading volume of A-shares reached 26,718.18 billion yuan, with 174 A-shares breaking through the six-month moving average [1] Summary by Category Market Performance - The Shanghai Composite Index increased by 1.32%, closing above the six-month moving average at 3933.97 points [1] - A total trading volume of 26,718.18 billion yuan was recorded for A-shares [1] Individual Stock Performance - Notable stocks that broke through the six-month moving average include: - Zhongya Co., with a price increase of 19.97% and a deviation rate of 14.85% [1] - Zhongzhou Special Materials, with a price increase of 19.99% and a deviation rate of 14.75% [1] - Changhong Technology, with a price increase of 11.65% and a deviation rate of 10.37% [1] - Other stocks with smaller deviation rates that just crossed the six-month line include: - China Electric Environmental Protection, Xiamen Port Authority, and Qianhe Flavoring [1]

Core Viewpoint - Yan'an Wan Neng Power Co., Ltd. has been established with a registered capital of 500 million RMB, focusing on power generation technology services, solar power generation technology services, and wind power generation technology services [1] Company Overview - The legal representative of Yan'an Wan Neng Power Co., Ltd. is Li Jianhe [1] - The company is jointly held by Wan Neng Power (000543), Sunshine Power (300274) subsidiary Sunshine New Energy Development Co., Ltd., and Anhui Guoxuan New Energy Investment Co., Ltd. [1]

天眼查App显示，9月30日，延安皖能电力有限公司成立，法定代表人为李建河，注册资本5亿人民币， 经营范围包括发电技术服务、太阳能发电技术服务、风力发电技术服务等，由皖能电力（000543）、阳 光电源（300274）旗下阳光新能源开发股份有限公司、安徽国轩新能源投资有限公司共同持股。 ...

Market Overview - The Shanghai Composite Index is at 3917.89 points, above the six-month moving average, with an increase of 0.90% [1] - The total trading volume of A-shares is 12814.86 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 109 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Zhongzhou Special Materials: 14.75% - Guoguang Electric: 7.63% - Jiusheng Electric: 7.14% [1] Stock Performance Details - Top performers today include: - Zhongzhou Special Materials: +19.99% with a turnover rate of 24.91% [1] - Guoguang Electric: +20.00% with a turnover rate of 5.56% [1] - Jiusheng Electric: +12.38% with a turnover rate of 12.07% [1] - Other notable stocks with smaller deviation rates include: - Hangzhou Gear: just above the six-month line - CNOOC Services: just above the six-month line - Baobian Electric: just above the six-month line [1]

Investment Rating - The investment rating for the utility sector is "Positive" [2] Core Viewpoints - The report highlights a clear long-term low-carbon transition goal and deepening energy cooperation between China and Russia [1][5] - The utility sector has shown resilience, with the power sector experiencing a slight increase while the gas sector faced a decline [5][15] - The report anticipates improvements in profitability and value reassessment for the power sector due to ongoing supply-demand tensions and market reforms [5][6] Summary by Sections Market Performance - As of September 26, the utility sector rose by 0.3%, outperforming the broader market, with the power sector up by 0.37% and the gas sector down by 0.63% [5][13] - The report notes that the electricity market is expected to see a gradual increase in prices due to ongoing reforms and supply-demand dynamics [5][6] Power Industry Data Tracking - The price of thermal coal at Qinhuangdao Port (Q5500) increased to 703 CNY/ton, a weekly rise of 4 CNY/ton [5][23] - Coal inventory at Qinhuangdao Port decreased to 5.4 million tons, down 750,000 tons week-on-week [5][30] - Daily coal consumption in inland provinces was reported at 3.014 million tons, a decrease of 378,000 tons/day, with an available supply of 30.27 days [5][32] Natural Gas Industry Data Tracking - The LNG ex-factory price index in Shanghai was 4,016 CNY/ton, a year-on-year decrease of 20.66% [5][57] - The EU's natural gas supply for week 38 was 5.46 billion cubic meters, a year-on-year increase of 14.5% [5][63] - Domestic natural gas consumption in July was 36.17 billion cubic meters, a year-on-year increase of 2.9% [5][6] Key Industry News - The report mentions a significant energy supply contract between Russia and China, described as unprecedented, which is expected to enhance export potential and regional development [5][6] - The total electricity consumption in August grew by 5.0% year-on-year, with significant contributions from various sectors [5][6] Investment Recommendations - For the power sector, the report suggests focusing on leading coal power companies and those in regions with tight electricity supply [5][6] - In the natural gas sector, companies with low-cost long-term gas sources and receiving station assets are expected to benefit from market conditions [5][6]

Core Points - A total of 12 listed companies have recently exposed environmental risks, highlighting the increasing importance of environmental responsibility in corporate operations [7][11][12] - The report indicates that 9 out of the 12 companies are state-controlled enterprises, suggesting a significant presence of environmental issues within state-owned sectors [11] - The penalties imposed on companies for environmental violations reflect the growing regulatory scrutiny and the need for compliance with environmental laws [8][14][15] Summary by Company - China Railway Group was fined 1 million yuan for failing to prepare a construction waste disposal plan [7][12] - Luyin Investment was penalized 370,000 yuan for not verifying the technical capabilities of its entrusted parties regarding waste disposal [3][14] - Anhui Energy was fined 262,000 yuan for not verifying the qualifications of its partners in handling industrial waste [15] Summary by Regulatory Context - The report is part of a broader initiative to enhance transparency in environmental information related to listed companies, driven by increasing investor interest in ESG (Environmental, Social, and Governance) factors [16] - The data collection is based on authoritative sources from 31 provinces and 337 cities, aiming to provide a comprehensive overview of environmental compliance among listed companies [7][16] - The penalties and violations reported are in accordance with the Solid Waste Pollution Prevention and Control Law of the People's Republic of China, emphasizing the legal framework governing environmental protection [14][15]