Financial Performance - The company's operating revenue for Q1 2025 was ¥3,329,739,104.65, a decrease of 21.17% compared to ¥4,224,055,747.26 in the same period last year[4] - The net profit attributable to shareholders was -¥73,566,730.77, representing a decline of 129.40% from ¥250,185,633.66 year-on-year[4] - The net profit for the current period is -78,921,061.86, compared to a net profit of 256,785,915.99 in the previous period, indicating a significant decline[27] - The total profit for the current period is -51,791,686.40, down from 356,218,737.30 in the previous period[27] - The basic earnings per share for Q1 2025 was -¥0.0211, a decrease of 123.19% from ¥0.0910 in the same period last year[10] - The basic and diluted earnings per share for the current period are both -0.0211, compared to 0.0910 in the previous period[28] - The total comprehensive income attributable to the parent company is -73,566,730.77, compared to 250,185,633.66 in the previous period[28] Cash Flow - The net cash flow from operating activities was ¥890,644,163.93, down 8.15% from ¥969,645,088.54 in the previous year[4] - Cash flow from operating activities for the current period is 890,644,163.93, a decrease from 969,645,088.54 in the previous period[28] - Cash flow from investing activities shows a net outflow of -1,017,536,188.30, compared to -1,102,707,742.25 in the previous period[29] - The net cash flow generated from financing activities in the first quarter of 2025 was ¥252,910,062.23, an increase of ¥427,371,067.49 year-on-year[12] - Cash flow from financing activities results in a net inflow of 252,910,062.23, contrasting with a net outflow of -174,461,005.26 in the previous period[29] Assets and Liabilities - The total assets at the end of the reporting period were ¥40,145,013,654.25, a decrease of 0.54% from ¥40,362,468,434.35 at the end of the previous year[4] - The company's total liabilities decreased by 31.39% in cash used for debt repayment, amounting to ¥2,821,963,597.76[11] - The company's total liabilities as of March 31, 2025, were 26.225 billion yuan, slightly down from 26.399 billion yuan at the beginning of the period[25] - The company's equity attributable to shareholders was 13.569 billion yuan, a decrease from 13.607 billion yuan at the beginning of the period[25] Research and Development - Research and development expenses increased by 446.94% to ¥12,181,464.84 compared to the same period last year[9] - Research and development expenses increased to 12.181 million yuan from 2.227 million yuan, reflecting a significant rise in investment in innovation[26] Operational Metrics - The company completed a total power generation of 8.461 billion kWh and on-grid electricity of 8.018 billion kWh in the reporting period, representing decreases of 11.72% and 12.02% year-on-year, respectively[16] Tax and Other Income - The cash received from tax refunds was ¥25,862,991.74, a decrease of 54.11% from the same period last year[11] - The company reported a tax expense of 27,129,375.46 for the current period, compared to 99,432,821.31 in the previous period[27] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 91,934, with the largest shareholder, State Energy Investment Group, holding 59.62%[13]

国家能源集团长源电力股份有限公司 独立董事2024年度述职报告 汤湘希 本人汤湘希作为公司的独立董事，在任职期间深入学习领会 习近平新时代中国特色社会主义思想、习近平法治思想，遵守《中 华人民共和国公司法》《中华人民共和国证券法》《上市公司独 立董事管理办法》等法律、法规，依照《国家能源集团长源电力 股份有限公司章程》的要求与规定，认真履行独立董事应尽的各 项职责与义务，推动公司经营法治化建设，为企业合规建言献策， 力求提高企业治理水平，稳步推进企业转型升级。现将本人 2024 年度的履职情况报告如下。 一、2024 年出席董事会和股东大会情况 （一）总体情况 三、董事会专门委员会履职情况 （一）审计与风险管理委员会 报告期内，本人作为审计委员会召集人以及审计委员会委员 ，按照《公司董事会审计委员会工作细则》等规章制度的要求组 织开展审计委员会工作。2024年，主持并出席了公司召开的5次 2 董事会审计委员会会议（其中通讯会议1次），会前认真审阅议 案资料，深入了解议案相关情况，并与管理层进行沟通交流，在 表决过程中全部投了赞成票，没有投反对或弃权票的情况，并从 独立性的角度发表意见。参加审计与风险管理委员会 ...

国家能源集团长源电力股份有限公司 关于独立董事独立性评估的专项意见 根据中国证券监督管理委员会《上市公司独立董事管理 办法》《深圳证券交易所股票上市规则》《深圳证券交易所上 市公司自律监管指引第 1 号——主板上市公司规范运作》等 要求，国家能源集团长源电力股份有限公司（以下简称公司） 董事会，就公司在任独立董事汤湘希、王宗军、张红的独立 性情况进行评估并出具如下专项意见： 公司董事会对独立董事汤湘希、王宗军、张红的任职经 历以及签署的相关自查文件进行了详细核查。经核查，上述 人员未在公司担任除独立董事以外的任何职务，也未在公司 控股股东及控股子公司担任任何职务，与公司以及主要股东 之间不存在利害关系或其他可能妨碍其进行独立客观判断 的关系，不存在影响独立董事独立性的情况，符合上述证券 监管规定中对独立董事独立性的相关要求。任职期间，三位 独立董事严格遵守证券监管规定，忠实、勤勉、独立履职， 在董事会中充分发挥了参与决策、监督制衡、专业咨询作用， 有力维护了公司整体利益，保护了中小股东合法权益。 国家能源集团长源电力股份有限公司董事会 2025 年 4 月 24 日 ...

Market Overview - The A-share market experienced fluctuations with mixed performance among the three major indices, resulting in 71 stocks hitting the daily limit up and 64 stocks failing to do so, leading to an overall limit-up rate of 64.96% [1] Top Gainers - Huayin Power had the highest limit-up order volume at 710,700 hands, followed by Dongbei Group and Nanguo Real Estate with limit-up order volumes of 525,400 hands and 442,400 hands respectively [2] - In terms of limit-up order amounts, seven stocks exceeded 100 million yuan, with Tuo Wei Information, Dongbei Group, and Huayin Power leading at 503 million yuan, 357 million yuan, and 301 million yuan respectively [2] Electric Power Sector - The electric power sector saw a collective surge with several stocks hitting the limit up, including Huayin Power, Xichang Power, Huadian Liaoning Energy, Changyuan Power, Mingxing Power, and Shaoneng Co [3] - Huayin Power is noted as the only listed power generation financing platform in Hunan, primarily engaged in power production and sales, including wind power business [3] Electric Power Equipment Sector - The electric power equipment sector also had notable gainers, including Bofei Electric, Jiuzhou Group, Jixin Technology, and Zhongdian Xinlong [5] - Bofei Electric is recognized as a leading domestic provider of electrical insulation materials, capable of offering complete insulation system designs tailored to wind turbine specifications [5] Computing Power Sector - The computing power sector featured stocks such as Hongbo Co., Zhongdian Xinlong, Tianyu Digital Technology, ST Guangwang, and Tuo Wei Information hitting the limit up [6] - Hongbo Co. operates a subsidiary that is the sole designated operator of the AI Innovation Empowerment Center in Beijing, collaborating with Nvidia across various fields [6] Investment Trends - Tuo Wei Information recorded a net purchase of 729 million yuan on the day, leading the net buying list, followed by Satellite Chemistry and Jiuzhou Group with net purchases of 685 million yuan and 196 million yuan respectively [7] - Among institutional special seats, Tuo Wei Information, Satellite Chemistry, and Jiuzhou Group were the top three in net purchases, amounting to 139 million yuan, 95.9 million yuan, and 41.8 million yuan respectively [7]

Market Overview - The market experienced a dull and slight fluctuation, with the Shanghai Composite Index down 0.07%, while the Shenzhen Component and ChiNext Index rose by 0.39% and 0.59% respectively, indicating a mixed performance overall [4] Real Estate Sector - The real estate sector showed initial strength with stocks like Nanguo Real Estate and Yucheng Development hitting the limit up, but faced significant pullbacks in the afternoon [3] E-commerce Sector - The cross-border e-commerce sector saw localized surges, with companies like Shengyibao and Xunxing Co. experiencing notable gains [3] Power Sector - The power sector demonstrated consistent strength, with multiple companies such as Huayin Power and Xichang Power achieving consecutive limit up days, and the thermal and hydropower segments rising by 2.66% and 3.83% respectively [20][21] Home Appliance Sector - The home appliance sector showed localized strength, with companies like Dongbei Group and Whirlpool achieving limit up. Whirlpool reported a net profit of 116 million yuan for Q1, a year-on-year increase of over 1000% [9][10] - The overall home appliance sector rose nearly 1% by the end of the day, driven by strong Q1 reports from Whirlpool and Kangsheng Co. [8][10] Semiconductor Sector - The semiconductor sector experienced a slight uptick following reports of certain tax exemptions for semiconductor imports, although the overall market sentiment appeared chaotic [17][18] Company-Specific Highlights - Tuowei Information reported a significant Q1 profit increase of 979.75% despite a net loss of 100 million yuan for the previous year, leading to a strong market reaction with the stock hitting the limit up [14] - Companies like Ganli Pharmaceutical and Xingfu Blue Sea also showed strong performance, contributing to the overall market dynamics [13]

Core Insights - The pumped storage concept sector rose by 1.44%, ranking fourth among concept sectors, with 46 stocks increasing in value, including Jiuzhou Group which hit a 20% limit up [1] - Major gainers in the sector included Changyuan Electric and Shaoneng Co., both reaching their daily limit up, while Hubei Energy and other stocks experienced notable declines [1][2] Market Performance - The pumped storage concept sector saw a net inflow of 509 million yuan, with 28 stocks receiving net inflows, and six stocks exceeding 50 million yuan in net inflow [1] - Jiuzhou Group led the net inflow with 388 million yuan, followed by Changyuan Electric and Tianfu Energy with 192 million yuan and 107 million yuan respectively [1][2] Stock Performance - Jiuzhou Group had a daily increase of 19.97% with a turnover rate of 43.12% and a net inflow ratio of 25.28% [2] - Changyuan Electric and Tianfu Energy also showed strong performance with increases of 10% and 9.13% respectively, alongside significant net inflow ratios of 23.65% and 21.99% [2][3]

港股盘中强势拉升，恒生科技指数一度涨超2%，午后涨幅逐渐收窄，截至收盘，恒生指数涨0.32%，恒 生科技指数涨0.14%。 场内超2800股飘红，电力板块爆发，长源电力、西昌电力、明星电力等涨停，乐山电力近10个交易日累 计涨幅接近翻倍。家电、汽车、酿酒、纺织服装等消费板块集体拉升，北鼎股份、惠而浦、万里马、九 牧王等涨停；CPO概念崛起，致尚科技20%涨停；智能医疗概念活跃，塞力医疗（维权）、广誉远（维 权）等涨停；此外，天元股份、步步高（维权）双双斩获6连板。 电力板块爆发 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 电力板块今日表现亮眼。 沪指今日维持窄幅震荡走势，尾盘微跌；创业板指一度涨超1%。截至收盘，沪指微跌0.07%报3295.06 点，深证成指涨0.39%报9917.05点，创业板指涨0.59%报1947.19点，沪深北三市合计成交11371亿元， 成交额和昨日大致相当。 近期元宝AI入驻微信功能上线，搭载混元和DeepSeek双模引擎，无缝衔接微信生态，AI应用加快普 及。机构认为，国内AI模型迭代和应用催生的基础设施投资或将持续。 天风证券表示，AI拉动CPO ...

长按即可参与 市场全天冲高回落 ， 三大指数涨跌不一 。 截至收盘 ， 沪指跌0.07% ， 深成指涨0.39% ， 创业板指涨0.59% 。 个股涨多跌少 ， 全市场超2800只个股上涨 。 沪深两市全天成交额1.11万亿 ， 较上个交易日放量45.5亿 。 多只高位股跌停 今天盘中，多只前期热炒的高位股跳水跌停，三胎概念牛股贝因美低开低走，最终跌停。 消费概念牛股国光连锁和国芳集团也跌停，其中国芳集团4月以来最大涨幅超200%。 | 軍第二章 | | | | | | --- | --- | --- | --- | --- | | 601086 已收盘04-25 15:00:00 北京 | | | | | | 12.53 -1.39 -9.99% | | | 2.54万人加自选【_2000 > | CN L1 | | 高 14.30 | 开 12.53 | 量 97.12万手 | | 总市值 83.45亿 | | 低 12.53 | 换 14.58% | 额 12.70亿 | | 市盈TTM 143.86 | | 股价异动 历史新高 +1.08% 现价14.07 | | | | 10:07 | | 分时 五 ...

A股三大指数早盘集体上涨，截至午盘，沪指涨0.15%，深证成指涨0.87%，创业板指涨1.07%，北证50 指数涨1.11%。全市场半日成交额7331亿元，较上日同期缩量469亿元。全市场超3800只个股上涨。 盘面上，房地产板块早盘走高， 大龙地产3分钟内直线涨停 。电力板块延续活跃，华银电力封板。 光模块、铜缆高速连接等AI硬件方向亦表现强势，仕佳光子、致尚科技涨超10%。创新药板块早盘 局部调整，江苏吴中跌停。 港股方面，恒生指数和恒生科技指数均高开高走，截至午间收盘，恒指涨1.36%，恒生科技指数涨 1.87%，国企指数涨1.29%。地产股集体走高，金辉控股盘中最高涨超80%。 地产板块再度走强 大龙地产直线涨停 地产板块25日盘中再度走强。截至午间收盘，A股南国置业、世联行、渝开发、大龙地产纷纷涨停。 大 龙地产自9时56分起直线拉升，3分钟内封住涨停。 港股市场，金辉控股盘中一度涨超80%，截至发稿涨超43%。融信中国涨超17%，远洋集团涨超11%， 中梁控股、龙湖集团等跟涨。 | | 09993 金辉控股 | | | 3.230 | +0.980 | | --- | --- | --- | -- ...

截至发稿，九洲集团、华银电力、华源电力等6股涨停，明星电力、郴电国际、湖南发展等涨幅居前。 4月25日，电力板块再度拉升，截至发稿，九洲集团、华银电力、华源电力等6股涨停，明星电力、郴电 国际、湖南发展等涨幅居前。 | 代码 | 名称 | 涨幅号 | 现价 | | --- | --- | --- | --- | | 300040 | 九洲集团 | +19.97% | 7.81 | | 600744 | 华银电力 | +10.13% | 4.24 | | 000966 | 长源电力 | +10.00% | 5.61 | | 600505 | 西昌电力 | 49.99% | 19.04 | | 000601 | 韶能股份 | +9.98% | 6.94 | | 600396 | 华电订能 | 49.85% | 3.01 | | 600644 | 乐山电力 | 49.02% | 14.02 | | 600869 | 椰电国际 | +7.93% | 8.72 | | 600101 | 明星电力 | +7.45% | 12.69 | | 000722 | 湖南发展 | 45.85% | 12.49 | | 600780 ...