证券之星消息，2月6日河南国企改革板块较上一交易日上涨0.35%，豫能控股领涨。当日上证指数报收 于4065.58，下跌0.25%。深证成指报收于13906.73，下跌0.33%。河南国企改革板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日河南国企改革板块主力资金净流出1.23亿元，游资资金净流出7705.38万元，散 户资金净流入2.0亿元。河南国企改革板块个股资金流向见下表： ...

Core Viewpoint - The report highlights a decline in China's thermal power generation, with a projected decrease in output for 2025 compared to previous years, indicating potential challenges for the industry [1]. Industry Summary - According to the National Bureau of Statistics, the thermal power generation output in December 2025 is expected to be 581.2 billion kilowatt-hours, representing a year-on-year decrease of 3.2% [1]. - The cumulative thermal power generation output for the entire year of 2025 is projected to be 6,294.55 billion kilowatt-hours, reflecting a cumulative decline of 1% [1]. - The report is part of a comprehensive market survey and investment potential research for the thermal power industry in China from 2026 to 2032, published by Zhiyan Consulting [1].

每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 （记者 曾健辉） 每经AI快讯，豫能控股1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润30500万 至39100万元，同比扭亏为盈。基本每股收益0.1999~0.2563元。上年同期基本每股收益-0.0796元。公司 预计2025年度归属于上市公司股东的净利润同比增加，主要原因是发电成本下降，火电经营业绩好转。 ...

Financial Performance Forecast - The company expects a net profit of approximately ¥30,500 million for the year 2025, indicating a turnaround from a loss of ¥12,140.47 million in the previous year[3] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be around ¥29,300 million, compared to a loss of ¥16,364.41 million in the same period last year[3] - Basic earnings per share are estimated at ¥0.1999, a significant improvement from a loss of ¥0.0796 per share in the previous year[3] - The primary reason for the expected increase in net profit is a decrease in power generation costs and improved performance in thermal power operations[5] - The earnings forecast indicates a positive outlook for the company's financial recovery in 2025[2] Financial Data and Reporting - The financial data presented is preliminary and has not been audited, with the final figures to be confirmed in the 2025 annual report[6] - The performance forecast period is from January 1, 2025, to December 31, 2025[2] - The company has communicated with the accounting firm regarding the performance forecast, and there are no discrepancies in the reported figures[4] - The company’s board of directors has ensured the accuracy and completeness of the information disclosed[1] Investor Advisory - The company advises investors to make cautious decisions and be aware of investment risks[6]

Group 1 - The core point of the article is that YN Energy Holdings has not yet implemented its integrated source-grid-load-storage project as of the date of the report [2]

Core Viewpoint - The company is aligning its future direction with national and provincial energy development plans, focusing on the "30·60" dual carbon goals and implementing a new energy security strategy to ensure energy safety in Henan Province [1] Group 1: Company Strategy - The company aims to become a "first-class comprehensive energy enterprise" while developing a dual carrier model for clean energy supply within the province and energy security support outside the province [1] - Ongoing projects include the 1300MW pumped storage project in Lushan, Henan, and the 1200MW pumped storage project in Linzhou, which are progressing in construction [1] Group 2: Industry Context - There is an increasing demand for stable power and regulatory capabilities due to the rise of data centers and computing infrastructure, prompting the company to consider its existing capabilities in pumped storage, energy storage, and distribution networks for relevant applications [1]

Core Viewpoint - The A-share market has seen a strong performance in the power sector, with several companies experiencing significant stock price increases, indicating positive market sentiment towards the industry [1]. Group 1: Stock Performance - Huayin Power (600744) reached a limit-up with a rise of 9.93%, bringing its total market capitalization to 13.7 billion [2]. - Leshan Power (600644) increased by 6.75%, with a market cap of 6.766 billion [2]. - Shaoneng Co. (000601) saw a rise of 5.62%, with a market cap of 5.598 billion [2]. - Mingxing Power (600101) rose by 5.38%, with a market cap of 5.687 billion [2]. - Mindong Power (000993) increased by 4.13%, with a market cap of 6.008 billion [2]. - Xichang Power (600505) rose by 3.96%, with a market cap of 5.261 billion [2]. - Changyuan Power (000966) increased by 3.63%, with a market cap of 15.9 billion [2]. - YN Energy Holdings (001896) rose by 3.50%, with a market cap of 9.918 billion [2]. - Linyang Energy (601222) increased by 3.29%, with a market cap of 12.3 billion [2]. - Datang Power (601991) rose by 3.27%, with a market cap of 70.1 billion [2]. Group 2: Year-to-Date Performance - Huayin Power has a year-to-date increase of 14.80% [2]. - Leshan Power has a year-to-date increase of 20.00% [2]. - Shaoneng Co. has a year-to-date increase of 11.91% [2]. - Mingxing Power has a year-to-date increase of 12.22% [2]. - Mindong Power has a year-to-date increase of 9.52% [2]. - Xichang Power has a year-to-date increase of 10.41% [2]. - Changyuan Power has a year-to-date increase of 7.03% [2]. - YN Energy Holdings has a year-to-date increase of 25.00% [2]. - Linyang Energy has a year-to-date increase of 9.14% [2]. - Datang Power has a year-to-date increase of 8.60% [2].

Group 1: Government Bonds - The first ultra-long government bond of 2026 was issued today, with a scale of 32 billion yuan and a winning interest rate of 2.38%, with a marginal multiple of 22.16 times and an overall multiple of 5.17 times [1] - Following the bond issuance, the yield on the 30-year government bond dropped over 1 basis point, returning to around 2.30% [2] - The Ministry of Finance announced the issuance of 40 billion yuan in 91-day discount treasury bonds, with competitive bidding scheduled for January 14, 2026 [6] Group 2: Corporate Bonds - Kaifeng State-owned Assets Investment Group completed the issuance of 300 million yuan in corporate bonds with an interest rate of 3.08%, intended for repaying existing corporate bond principal [8] - Henan YN Holdings disclosed the issuance of 500 million yuan in medium-term notes with an interest rate of 2%, with funds allocated for debt repayment and operational support [9] - Beijing Holdings Group plans to issue up to 1 billion yuan in corporate bonds with a coupon rate of 1.79%, aimed at repaying existing debts [10] Group 3: Regional Developments - Hunan Province is promoting the "self-examination and self-issuance" of special bonds, with 1,127 projects identified for the first batch of 2026, ensuring funding for project construction [7] - The Guangxi Zhuang Autonomous Region is supporting key metal enterprises in direct financing through bond issuance and listing, while encouraging insurance institutions to develop relevant products [7] Group 4: Market Insights - CITIC Research indicates that the debt reduction work is entering a critical phase, with city investment platforms expected to transition to market-oriented operations, highlighting a significant regional differentiation [15]

Overview - Henan YN Holdings Co., Ltd. has announced the issuance results of its first phase of medium-term notes for 2026, aimed at supporting rural revitalization [3]. Group 1: Issuance Details - The company has received approval to issue medium-term notes with a total registered amount of up to RMB 15 billion, valid for two years from the date of the acceptance notice [2]. - The funds raised from this issuance will primarily be used to repay interest-bearing debts and to supplement the working capital of its subsidiaries [3]. Group 2: Shareholder Meeting - The first temporary shareholder meeting of 2026 was held on January 13, 2026, with a total of 943,700,684 shares represented, accounting for 61.85% of the total voting shares [6][10]. - The meeting approved the proposal regarding the expected daily related party transactions for 2026, with 96.84% of the votes in favor [10].

Group 1 - The core point of the article is that YN Holding announced the approval of the proposal regarding the expected daily related transactions for the year 2026 during its first extraordinary shareholders' meeting of 2026 [2]