赛意信息 | 601619 | 嘉泽新能 | 6 | 1.47 | 8.36 | -3.73 | | --- | --- | --- | --- | --- | --- | | 300219 | 鸿利智汇 | 5 | 1.45 | 11.52 | 5.84 | | 600990 | 四创电子 | 7 | 1.44 | 9.45 | -6.14 | | 600637 | 东方明珠 | 5 | 1.44 | 7.96 | -0.55 | | 600269 | 赣粤高速 | 7 | 1.44 | 10.35 | 5.27 | | 600052 | 东望时代 | 21 | 1.42 | 6.24 | -12.48 | | 688381 | 帝奥微 | 6 | 1.41 | 10.48 | -14.1 1 | | 300056 | 中创环保 | 10 | 1.41 | 13.12 | -10.04 | | 证券代 | 证券简称 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | | 天数 | （亿 ...

今日早参 2025 年 10 月 29 日 易峘 首席宏观经济学家 邮箱：evayi@htsc.com 吕若晨 必选消费联席首席研究员 邮箱：lvruochen@htsc.com 樊俊豪 金控研究部负责人暨可选消费首席研 究员 邮箱：fanjunhao@htsc.com 今日深度 宏观：联储独立性受损如何改变宏观叙事？ 8 月底特朗普提出解雇联储理事库克以来，对联储独立性的担忧快速升温， 金价上升斜率明显加大。本次上任以来，特朗普对联储政策和人事的干预力 度、频率、及渠道都与以往不可同日而语。美联储独立性是美元估值非常重 要的"锚"，而市场已经开始定价美元公信力结构性下降——今年金价、数 字货币、核心股权资产等估值区间明显上移即是例证。本文系统性复盘联储 独立性的法律基础及历史演变，推演白宫对联储强势干预的潜在影响。 风险提示：政治施压加剧，市场波动可能进一步放大。 研报发布日期：2025-10-29 研究员 易峘 SAC:S0570520100005 SFC:AMH263 重点公司 立高食品（300973 CH,买入）：费用控制与成本压力对冲下盈利 保持平稳 25Q1-3 公 司 实 现 营 收 / 归 母 ...

智通财经APP讯，黔源电力(002039.SZ)发布2025年三季度报告，前三季度，公司实现营业收入21.69亿 元，同比增长47.99%。归属于上市公司股东的净利润4.93亿元，同比增长85.74%。归属于上市公司股东 的扣除非经常性损益的净利润4.91亿元，同比增长83.32%。 ...

金盘科技：前三季度净利润同比增长20.27% 10月27日晚，金盘科技（688676）发布2025年三季度报告，公司前三季度实现营业收入51.94亿元，同 比增长8.25%；归属于上市公司股东的净利润4.86亿元，同比增长20.27%。其中，第三季度实现营业收 入20.4亿元，同比增长8.38%；归属于上市公司股东的净利润2.21亿元，同比增长21.71%。 资料显示，金盘科技成立于1997年6月，主营业务是中低压各类变压器系列、成套系列、储能系列等产 品的研发、生产及销售。 所属行业：电力设备–电网设备–输变电设备 赛力斯：H股发行的价格最高不超过每股131.5港元 10月27日晚，赛力斯（601127）发布公告称，公司已在香港联交所网站刊发H股招股说明书，正式启动 H股发行。本次H股发行价格最高不超过每股131.50港元，香港公开发售于同日开始，预计将于10月31 日结束。公司H股预计于2025年11月5日在香港联交所挂牌上市。 资料显示，赛力斯成立于2007年5月，主营业务是新能源汽车及核心三电等产品的研发、制造、销售及 服务。 所属行业：汽车–乘用车–电动乘用车 京华激光：拟投建年产2万吨UV光刻铂金 ...

每经头条（nbdtoutiao）——独家丨民营船王入主杉杉集团横生枝节 重整联合体浮现神秘组局人 （记者 王晓波） 每经AI快讯，黔源电力（SZ 002039，收盘价：18.07元）10月27日晚间发布三季度业绩公告称，2025年 前三季度营收约21.69亿元，同比增加47.99%；归属于上市公司股东的净利润约4.93亿元，同比增加 85.74%；基本每股收益1.1527元，同比增加85.74%。 截至发稿，黔源电力市值为77亿元。 ...

证券代码：002039 证券简称：黔源电力 公告编号：2025-047 贵州黔源电力股份有限公司 第十届董事会第二十七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本议案已经公司董事会审计委员会审议通过。 （二）以 10 票同意、0 票反对、0 票弃权通过了《关于经理层成员 2022-2024 年任期经营业绩考核薪酬兑现及 2025-2027 年岗位聘任协议任期经营业绩责任 书签约的议案》。 一、董事会会议召开情况 贵州黔源电力股份有限公司（以下简称公司）第十届董事会第二十七次会议 于 2025 年 10 月 27 日在公司 23 楼 1 号会议室以现场结合通讯（视频）的方式召 开，本次会议通知于 2025 年 10 月 15 日以书面形式送达各位董事，应出席董事 10 名，实际出席董事 10 名（其中董事赵刚先生、黄成节先生、苏春辉女士、祝 韻女士、李晓冬先生以通讯（视频）表决方式进行了表决）。本公司监事及高管 列席了本次会议。 本次会议由公司董事长杨焱先生主持。会议召集、召开程序符合《公司法》 和《公司章程》的有关规定。 二、董事会会议审 ...

黔源电力公告，第三季度营收为12.86亿元，同比增长116.77%；净利润为3.66亿元，同比增长 176.77%。前三季度营收为21.69亿元，同比增长47.99%；净利润为4.93亿元，同比增长85.74%。 ...

贵州黔源电力股份有限公司 2025 年第三季度报告 证券代码：002039 证券简称：黔源电力 公告编号：2025-048 贵州黔源电力股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 3.第三季度财务会计报告是否经过审计 □是 否 1 贵州黔源电力股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 1,285,849,028.49 | 116. ...

Core Viewpoint - The company emphasizes the importance of youth engagement and development, aligning with the directives of the Communist Party to strengthen connections with young people and enhance their role in the company's growth [1][10]. Group 1: Youth Leadership and Learning - The company has implemented a "Youth Learning +" matrix to promote the study of important speeches and directives from the General Secretary, conducting over 60 theoretical learning sessions and 16 lectures by youth leaders [2]. - Various activities, including visits to red education bases and themed speech competitions, have been organized to instill ideals and beliefs among the youth [2]. - The company has recognized and celebrated 21 exemplary youth individuals and groups, enhancing role models for the younger workforce [2]. Group 2: Supporting Youth Growth - A direct contact mechanism has been established for youth leaders to engage with young employees, facilitating their professional development and participation in key tasks [4]. - The company has conducted nine surveys to understand the needs of youth regarding career development and skills enhancement, ensuring targeted support [5]. - Initiatives like the "青马工程" and various training programs have been implemented to address the practical needs of young employees [5]. Group 3: Youth Contribution to Company Goals - The company has mobilized youth to participate in critical tasks such as safety production and energy supply, with over 130 young employees involved in safety inspections [7]. - A "Youth Innovation Action Plan" has been developed, leading to multiple awards for innovative contributions and the establishment of intelligent safety monitoring platforms [7]. - Volunteer activities have been organized to promote social responsibility, with 34 initiatives conducted to support community engagement [7]. Group 4: Youth Conduct and Discipline - The company has reinforced political standards in youth work, ensuring adherence to discipline and ethical conduct through educational initiatives [9]. - A self-inspection mechanism has been established to align with central regulations, promoting a culture of integrity among youth [9]. - The company has focused on practical training and experience sharing to cultivate a capable and responsible youth workforce [9]. Group 5: Future Directions - The company plans to continue enhancing the "four operations" approach to foster collaboration between youth and the enterprise, focusing on theoretical learning, key task engagement, and addressing youth development needs [10]. - Emphasis will be placed on building a strong organizational culture and improving youth capabilities to ensure sustainable growth and contribution to the company's high-quality development [10].

Core Points - Qianyuan Power's stock price decreased by 2.03% on October 22, closing at 17.39 CNY per share, with a total market capitalization of 7.435 billion CNY [1] - The company has seen a year-to-date stock price increase of 15.17%, but a decline of 2.47% over the last five trading days [1] - Qianyuan Power's main business revenue composition includes 87.60% from hydropower generation and 12.01% from photovoltaic power generation [1] Financial Performance - For the first half of 2025, Qianyuan Power reported a revenue of 883 million CNY, representing a year-on-year growth of 1.23%, while the net profit attributable to shareholders decreased by 4.54% to 127 million CNY [2] - The company has distributed a total of 1.317 billion CNY in dividends since its A-share listing, with 321 million CNY distributed over the past three years [2] Shareholder Information - As of October 20, Qianyuan Power had 19,300 shareholders, an increase of 27.40% from the previous period, while the average number of circulating shares per shareholder decreased by 21.51% to 22,110 shares [2]