来源：新浪证券-红岸工作室 9月26日，龙源电力涨3.26%，成交额1.89亿元。两融数据显示，当日龙源电力获融资买入额1540.13万 元，融资偿还1113.86万元，融资净买入426.27万元。截至9月26日，龙源电力融资融券余额合计6752.15 万元。 融资方面，龙源电力当日融资买入1540.13万元。当前融资余额6720.31万元，占流通市值的0.08%，融 资余额低于近一年20%分位水平，处于低位。 融券方面，龙源电力9月26日融券偿还100.00股，融券卖出2100.00股，按当日收盘价计算，卖出金额 3.65万元；融券余量1.83万股，融券余额31.84万元，低于近一年50%分位水平，处于较低位。 资料显示，龙源电力集团股份有限公司位于北京市西城区阜成门北大街6号(c幢)20层2006室,香港铜锣湾 希慎道33号利园1期19楼1917室，成立日期1993年1月27日，上市日期2022年1月24日，公司主营业务涉 及电力系统及电气设备的技术改造、技术服务和生产维修;与电力相关的新技术、新设备、新材料、新 工艺的研制、开发、生产、成果转让;电站污染物治理;风力发电、节能技术及其他新能源的技术开发、 ...

Core Viewpoint - Longyuan Power has signed a cooperation framework agreement with the People's Government of Tieli City, Heilongjiang Province, to develop a 3.53 million kilowatt renewable energy generation project, including a 3 million kilowatt pumped storage project [2] Company Overview - Longyuan Power Group Co., Ltd. is primarily engaged in wind and photovoltaic power generation, with its main products being electricity and heat [2] - The company has an operational wind power installed capacity of 1.5908 million kilowatts in Xinjiang [3] - The company was established on January 27, 1993, and listed on January 24, 2022, with its main business involving technology transformation, service, and production maintenance related to power systems and electrical equipment [6] Financial Performance - For the first half of 2025, Longyuan Power reported operating revenue of 15.657 billion yuan, a year-on-year decrease of 17.09%, and a net profit attributable to shareholders of 3.375 billion yuan, down 11.82% year-on-year [7] - The company has distributed a total of 5.978 billion yuan in dividends since its A-share listing, with 4.746 billion yuan distributed over the past three years [8] Shareholder Structure - As of June 30, 2025, the number of shareholders of Longyuan Power increased by 1.18% to 41,000, with no change in the average circulating shares per person [7] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in holdings among several institutional investors [9] Market Activity - On September 26, Longyuan Power's stock rose by 3.26%, with a trading volume of 189 million yuan and a turnover rate of 0.22%, bringing the total market capitalization to 145.461 billion yuan [1] - The stock's average trading cost is 16.61 yuan, with recent trading activity indicating a lack of clear trends among major investors [4][5]

Core Viewpoint - Morgan Stanley upgraded the rating of the Chinese wind power industry, suggesting that the sector may experience a recovery following efforts to combat internal competition [1] Group 1: Market Performance - Wind power stocks rose in early trading, with notable increases: Goldwind Technology (002202) up 7.64% to HKD 13.81, Datang New Energy (01798) up 6.11% to HKD 2.78, and China High-Speed Transmission (00658) up 5.45% to HKD 1.74 [1] - Longyuan Power (001289) also saw a rise of 5.56%, reaching HKD 8.17 [1] Group 2: Industry Outlook - Morgan Stanley indicated that after nearly three years of a downturn, the Chinese wind power value chain has successfully achieved self-regulation, reversing the trend of unhealthy competition [1] - The firm expects domestic wind power installation demand to remain resilient, with a positive outlook for key component suppliers and submarine cable companies [1] - The report forecasts that during the 14th Five-Year Plan period, the average annual new installed capacity will exceed 110 GW, potentially reaching around 120 GW during 2028-2030 [1]

Core Viewpoint - The Hong Kong stock market for wind power concepts is experiencing a significant upward trend, with several companies showing notable gains [1] Company Performance - Ruifeng New Energy has seen an increase of over 6% [1] - Other companies such as Goldwind Technology, Dongfang Electric, China High-Speed Transmission, and Longyuan Power are also experiencing gains [1]

Company Overview - Longyuan Power Group Co., Ltd. is located in Beijing and was established on January 27, 1993, with its listing date on January 24, 2022 [2] - The company's main business includes technical transformation, services, and maintenance of power systems and electrical equipment, as well as the development and production of new technologies, equipment, and materials related to electricity [2] - The revenue composition of Longyuan Power is 99.22% from power products and 0.78% from other sources [2] Financial Performance - As of June 30, 2025, Longyuan Power reported a total revenue of 15.657 billion yuan, a year-on-year decrease of 17.09%, and a net profit attributable to shareholders of 3.375 billion yuan, down 11.82% year-on-year [3] - The company has distributed a total of 5.978 billion yuan in dividends since its A-share listing, with 4.746 billion yuan distributed in the last three years [4] Stock Market Activity - On September 26, Longyuan Power's stock price increased by 2.20%, reaching 17.22 yuan per share, with a trading volume of 26.6774 million yuan and a turnover rate of 0.03% [1] - The stock has seen an 11.23% increase year-to-date, with a 2.50% rise over the last five trading days, a 3.30% increase over the last 20 days, and a 4.60% rise over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on April 8 [1] Shareholder Information - As of June 30, 2025, Longyuan Power had 41,000 shareholders, an increase of 1.18% from the previous period [3] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable increases in holdings among several institutional investors [4]

Group 1 - The company, Longyuan Power, announced the issuance of the sixth phase of ultra-short-term financing bonds for the year 2025 on September 24, 2025 [2] - The funds raised from this bond issuance are intended to replace existing interest-bearing debt and to supplement working capital [2]

证券代码：001289 证券简称：龙源电力 公告编号：2025-051 龙源电力集团股份有限公司 关于公司 2025 年第六期超短期融资券发行的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 | 超短期融资券全称 | 龙源电力集团股份有限公司 | | 2025 | | 年度第六期超短期融资券 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 主承销商 | 上海浦东发展银行股份有限公司 | | | | | | | | | 超短期融资券简称 | 25 SCP006 | 龙源电力 | 期限 | 天 120 | | | | | | 超短期融资券代码 | | 012582339 | 发行日 | 2025 | 年 9 | 月 | 日 | 24 | | 起息日 | 2025 月 25 日 | 年 9 | 兑付日 | 2026 | 年 1 | 月 | 日 | 23 | | 计划发行总额 | 15 | 亿元人民币 | 实际发行总额 | 15 | 亿元人民币 | | | | | 发行价格 | ...

Core Viewpoint - Longyuan Power (00916.HK) has successfully completed the issuance of ultra-short-term financing bonds totaling RMB 1.5 billion with a maturity of 120 days and an interest rate of 1.63% [1] Group 1 - The total amount of the ultra-short-term financing bond issuance is RMB 1.5 billion [1] - The bonds have a maturity period of 120 days [1] - The face value of each bond is RMB 100 [1] Group 2 - The interest rate for the bonds is set at 1.63% [1] - Interest calculations for the bonds will commence from September 25, 2025 [1]

Core Viewpoint - Longyuan Power (00916) has successfully issued a super short-term financing bond totaling RMB 1.5 billion with a maturity of 120 days and an interest rate of 1.63% [1] Group 1 - The total amount of the super short-term financing bond issued by Longyuan Power is RMB 1.5 billion [1] - The bond has a maturity period of 120 days [1] - The face value of the bond is set at RMB 100 [1] Group 2 - The interest on the bond will start to accrue from September 25, 2025 [1]

本 公 告 乃 由 龍 源 電 力 集 團 股 份 有 限 公 司（「本公司」）根 據《香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則》第13.09條及香港法例第571章《證 券 及 期 貨 條 例》 第XIVA部 項 下 內 幕 消 息 條 文 作 出。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致之 任 何 損 失 承 擔 任 何 責 任。 公 告 完成發行超短期融資券 龍源電力集團股份有限公司 宮宇飛 董事長 中 國 北 京，2025年9月25日 茲提述本公司日期為2025年6月17日關於本公司股東批准發行債務融資 工具的本公司2024年 度 股 東 大 會 投 票 結 果 的 公 告。 本公司已於2025年9月24日 完 成 本 公 司 超 短 期 融 資 券（「本超短期融資券」） 發 行。本 超 短 期 融 資 券 發 行 總 額 為 人 民 幣15億 元，期 限 為120天，單 位 面 值為人 ...