Market Overview - The Shanghai Composite Index rose by 0.27% on July 14, with 21 out of 28 sectors experiencing gains. The leading sectors were machinery and public utilities, with increases of 1.23% and 1.04% respectively. Conversely, the real estate and media sectors saw declines of 1.29% and 1.24% [2]. Fund Flow Analysis - The net outflow of capital from the two markets was 38.111 billion yuan, with six sectors experiencing net inflows. The machinery sector led with a net inflow of 539 million yuan, followed by public utilities with a net inflow of 336 million yuan [2]. - A total of 25 sectors experienced net capital outflows, with the computer sector leading at 8.506 billion yuan, followed by the non-bank financial sector at 7.029 billion yuan. Other sectors with significant outflows included metals, electronics, and media [2]. Public Utilities Sector Performance - The public utilities sector saw a rise of 1.04%, with a total net inflow of 336 million yuan. Out of 131 stocks in this sector, 109 rose, and six hit the daily limit. There were 19 stocks that declined [3]. - Among the stocks with net inflows, seven had inflows exceeding 50 million yuan, with Jin控电力 leading at 180 million yuan, followed by 华电辽能 and 建投能源 with inflows of 140 million yuan and 86.605 million yuan respectively [3]. - The stocks with the highest net outflows included 南网储能, 国电电力, and 中国广核, with outflows of 61.156 million yuan, 56.419 million yuan, and 48.944 million yuan respectively [3][6]. Top Gainers in Public Utilities - The top gainers in the public utilities sector included: - 晋控电力: +9.87%, net inflow of 179.634 million yuan [4] - 华电辽能: +9.92%, net inflow of 139.675 million yuan [5] - 建投能源: +9.97%, net inflow of 86.605 million yuan [5] Top Losers in Public Utilities - The top losers in the public utilities sector included: - 南网储能: -1.09%, net outflow of 61.156 million yuan [6] - 国电电力: +0.42%, net outflow of 56.419 million yuan [6] - 中国广核: +1.36%, net outflow of 48.944 million yuan [6]

截至7月14日收盘，超超临界发电概念上涨1.82%，位居概念板块涨幅第3，板块内，68股上涨，国电南 自、中核科技、建投能源等涨停，青达环保、华银电力、力源科技等涨幅居前，分别上涨7.34%、 6.88%、5.07%。跌幅居前的有北方国际、ST华西、金现代等，分别下跌1.60%、1.50%、1.36%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.87 | 短剧游戏 | -1.89 | | 减速器 | 2.25 | 信托概念 | -1.87 | | 超超临界发电 | 1.82 | 期货概念 | -1.83 | | 人形机器人 | 1.70 | 快手概念 | -1.60 | | 金属铅 | 1.68 | NFT概念 | -1.36 | | 有机硅概念 | 1.64 | Sora概念(文生视频) | -1.36 | | 工业母机 | 1.61 | Web3.0 | -1.31 | | 空气能热泵 | 1.55 | 互联网保险 | -1.24 | | 汽车热管理 | 1.50 | 中船系 ...

Core Viewpoint - The power sector has experienced a significant rally, with multiple stocks, including YN Holdings, hitting the daily limit up, driven by extreme heat conditions across the country [1] Group 1: Stock Performance - YN Holdings has reached the daily limit up, indicating strong investor interest [1] - Other companies such as Jintou Energy, Huadian Liaoning, and Jin Control Power have seen their stock prices increase by over 5% [1] - Additional stocks like Jiuzhou Group, Shanghai Electric, and Gansu Energy have also shown upward movement [1] Group 2: Weather Impact - The Yangtze River basin has recently experienced a "post-mei" period, leading to widespread high temperatures [1] - The eastern region of China is experiencing temperatures 0.5-1.5°C higher than the historical average [1] - The number of high-temperature days in the Yangtze River basin is expected to increase by 10%-15% [1] Group 3: Power Demand - Local temperatures in Jiangsu and Zhejiang have reportedly exceeded 40°C [1] - The national peak electricity load surged to 14.65 billion kilowatts, marking a historical high and an increase of nearly 1.5 billion kilowatts year-on-year [1]

Group 1 - Yuntian Lifa plans to issue H-shares and list on the Hong Kong Stock Exchange [3] - Aerospace Electromechanical's wholly-owned subsidiary intends to transfer 70% equity of Eschong Korea [4] - Three Gorges Water Conservancy plans to publicly transfer 41.0071% equity of Chongqing Tiantai Energy Group [5] Group 2 - Galaxy Microelectronics intends to invest 310 million yuan in the construction of a high-end integrated circuit device industrialization base [6] - Wanye Enterprises' wholly-owned subsidiary plans to invest 299 million yuan to establish a private equity investment fund [7] - Dailor New Materials will invest 45 million yuan to establish a holding subsidiary [8] Group 3 - Huaxi Securities expects a net profit increase of 1025.19% to 1353.9% year-on-year for the first half of 2025 [10][11] - Guolian Minsheng anticipates a net profit increase of approximately 1183% year-on-year for the first half of 2025 [12] - Gaode Infrared expects a net profit increase of 734.73% to 957.33% year-on-year for the first half of 2025 [13] Group 4 - Tianchen Co. expects a net profit increase of 640% to 786% year-on-year for the first half of 2025 [14] - Shenkai Co. anticipates a net profit increase of 183% to 278% year-on-year for the first half of 2025 [15] - Taishan Petroleum expects a net profit increase of 123% to 173% year-on-year for the first half of 2025 [16] Group 5 - Ruikeda expects a net profit increase of 132.44% to 163.22% year-on-year for the first half of 2025 [17] - Jinkong Electric anticipates a net profit of 120 million to 150 million yuan, turning from loss to profit [18] - Ankai Bus expects a net profit increase of 106.67% to 189.34% year-on-year for the first half of 2025 [19] Group 6 - Yara International expects a net profit increase of 170% to 244% year-on-year for the first half of 2025 [20] - Zhongshun Jierou anticipates a net profit increase of 59.85% to 82.68% year-on-year for the first half of 2025 [21] - Guoan Co. expects a loss of 25.9 million to 36.7 million yuan for the first half of 2025 [22] Group 7 - Huamei Holdings expects a loss of 46.5 million to 60 million yuan for the first half of 2025 [23] - AOC Technology anticipates a loss of 450 million to 490 million yuan for the first half of 2025 [24] - Shangrong Medical expects a loss of 7 million to 9.5 million yuan for the first half of 2025 [25] Group 8 - Hangang Co. expects a net loss of approximately 111 million yuan for the first half of 2025 [26] - Baili Electric's shareholder plans to reduce its stake by no more than 2% [27] - Dream Lily's major shareholder plans to reduce its stake by no more than 0.5% [28]

Core Viewpoint - Jin控电力 (000767) expects a significant turnaround in net profit for the period from January 1, 2025, to June 30, 2025, projecting a profit of 120 million to 150 million yuan, compared to a loss of 376 million yuan in the same period last year, indicating a year-on-year increase of 131.91% to 139.89% [1] Financial Performance - The net profit attributable to shareholders is projected to be between 120 million and 150 million yuan, a substantial improvement from the previous year's loss of 376 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 126 million and 159 million yuan, compared to a loss of 381 million yuan in the same period last year, reflecting an increase of 133.17% to 141.83% year-on-year [1] - The basic earnings per share is anticipated to range from a loss of 0.0055 yuan per share to a profit of 0.0043 yuan per share [1]

[Performance Forecast Overview: Turning Losses into Profits](index=1&type=section&id=I.%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company projects a turn to profit in H1 2025, with net profit attributable to shareholders estimated between **CNY 120 million and CNY 150 million** - The company expects its operating performance to turn losses into profits in the first half of 2025[2](index=2&type=chunk) Key Performance Indicators | Item | Current Period (2025 H1) | Prior Period (2024 H1) | Year-over-Year Change | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Parent (million CNY) | Profit: 120 ~ 150 | Loss: 376.0761 | Increase: 131.91% ~ 139.89% | | Net Profit Excluding Non-Recurring Items (million CNY) | Profit: 126.5 ~ 159.5 | Loss: 381.3167 | Increase: 133.17% ~ 141.83% | | Basic Earnings Per Share (CNY/share) | -0.0055 ~ 0.0043 | -0.1821 | Turned Loss to Profit | - When calculating basic earnings per share, net profit attributable to ordinary shareholders has deducted perpetual bond interest of **CNY 136.91 million**[2](index=2&type=chunk) [Core Drivers of Performance Change](index=2&type=section&id=III.%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) Improved performance and turn to profit are primarily driven by declining 2025 coal market prices, reducing fuel procurement costs - The main reason for the improved performance is the decline in coal market prices in 2025, leading to an overall reduction in the company's fuel procurement costs[4](index=4&type=chunk) [Audit and Communication Status](index=1&type=section&id=II.%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The unaudited performance forecast has been pre-communicated with the auditing firm, with no significant discrepancies identified - This performance forecast is unaudited, but the company has pre-communicated with the accounting firm, and there are no significant differences[3](index=3&type=chunk) [Risk Warning and Other Explanations](index=2&type=section&id=IV.%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) This performance forecast is preliminary, with final figures in the 2025 semi-annual report; investors should exercise caution - This performance forecast is preliminary data, with final results subject to the 2025 semi-annual report, reminding investors to be aware of investment risks[5](index=5&type=chunk)

Core Viewpoint - The report details the equity change of Jinneng Holding Shanxi Electric Power Co., Ltd., indicating a reduction in shareholding by Guodian Investment Huaze (Tianjin) Energy Investment Co., Ltd. to 5% through centralized trading on the stock exchange [1][2]. Group 1: Equity Change Details - The equity change involved a reduction of 16,383,300 shares, representing 0.53% of the total share capital of the company [2][6]. - Prior to this change, the shareholding was 170,230,500 shares, accounting for 5.53% of the total share capital [6][9]. - After the reduction, the shareholding stands at 153,847,200 shares, which is 5% of the total share capital [6][9]. Group 2: Purpose and Future Plans - The purpose of this equity change is to align with the strategic development and business planning needs of the information disclosure obligor [6]. - There are no plans to increase the shareholding in Jinneng Holding within the next 12 months, although further reductions may occur [6][8]. Group 3: Shareholding Structure - The information disclosure obligor is a limited liability company with a registered capital of 542.013704 million yuan [4]. - Major shareholders include State Power Investment Corporation Asset Management Co., Ltd. holding 53.30% and Tianjin Rail Transit Group Co., Ltd. holding 46.70% [4].

Core Points - The announcement details a shareholding change where Guodian Investment Huaze (Tianjin) Energy Investment Co., Ltd. has reduced its stake in Jin Energy Holding Shanxi Electric Power Co., Ltd. to 5%, no longer qualifying as a major shareholder [1][2] - The share reduction is part of a previously disclosed plan and does not trigger a mandatory tender offer [1][2] - The total shares held by Guodian Investment Huaze after the reduction is 153,847,200 shares, representing 5% of the company's total equity [1][2] Summary by Sections Shareholding Change - Guodian Investment Huaze has reduced its holdings by 16,383,300 shares, which is a cumulative reduction ratio of 0.53% [1][2] - The reduction occurred between May 27, 2025, and July 9, 2025, through centralized bidding on the stock exchange [1][2] Compliance and Regulations - The company confirms that the shareholding change complies with relevant laws and regulations, including the Securities Law and the Management Measures for Shareholder Reduction [2] - The announcement emphasizes that the change will not affect the control of the company or its actual controller [1][2]

证券代码：000767 证券简称：晋控电力 公告编号：2025临-028 晋能控股山西电力股份有限公司 简式权益变动报告书 上市公司名称：晋能控股山西电力股份有限公司 二、依据《证券法》《收购管理办法》及准则15号的规定，本报告已 全面披露信息披露义务人在晋能控股山西电力股份有限公司（以下简称" 晋控电力""上市公司"）拥有权益的股份变动情况。 股票上市地点：深圳证券交易所 股票简称：晋控电力 股票代码：000767 信息披露义务人名称：国电投华泽（天津）能源投资有限公司 （以下 简称"华泽能投"） 住所/通讯地址：天津市滨海新区临港经济区渤海十二南路2010-6号商 铺（天津嘉和商务秘书有限公司托管第050号） 股份变动性质：股份减少（通过证券交易所的集中交易，持股比例减 少至5%） 简式权益变动报告书签署日期： 2025年7月9日 1 信息披露义务人声明 一 、信息披露义务人依据《中华人民共和国证券法》以下简称"《证 券法》"）、《上市公司收购管理办法》（以下简称"《收购管理办法》" ）、《公开发行证券的公司信息披露内容与格式准则第15号—权益变动报 告书》（以下简称"准则15号"）及相关的法律、法规编写 ...

●权益变动后，国电投华泽（天津）能源投资有限公司合 计持有公司股份 153,847,200 股，占公司总股本的 5%，不再 是公司持股 5%以上的股东。 ●本次权益变动不会导致公司控股股东、实际控制人发生 变化。 2025 年 4 月 30 日，公司披露了《持股 5%以上股东减持 股份预披露公告》（公告编号：2025 临─017）。华泽能投计 划通过集中竞价交易方式减持公司股份合计不超过 3000 万 股，占公司总股本的 0.975%。公司于近日收到华泽能投发来 的《简式权益变动报告书》，现将其有关权益变动情况公告如 下： 一、信息披露义务人基本信息及权益变动情况 证券代码：000767 证券简称：晋控电力 公告编号：2025 临-029 晋能控股山西电力股份有限公司 关于持股 5%以上股东股份减持至 5%暨权益 变动触及 1%整数倍的提示性公告 股东国电投华泽（天津）能源投资有限公司保证向本公司提供的 信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的 信息一致。 重要内容提示： ●本次权益变动属于晋能控股山西电力股份有限公司（以 下简称 ...