黔源电力1月20日公告，预计2025年度归母净利润5.67亿元-6.33亿元，同比增长160%-190%。 ...

每经AI快讯，1月20日，黔源电力(002039.SZ)公告称，公司发布2025年度业绩预告，预计归属于上市公 司股东的净利润为5.67亿元-6.33亿元，比上年同期增长160.00%-190.00%。报告期内，公司来水较上年 同期偏多45%，发电量同比上升71.90%，带动发电收入和利润增加。 （文章来源：每日经济新闻） ...

证券代码：002039 证券简称：黔源电力 公告编号：2026-001 公司已就业绩预告有关事项与年报审计会计师事务所进行了预沟通，双方 在本报告期业绩预告方面不存在分歧。 贵州黔源电力股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1.业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2.业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 二、与会计师事务所沟通情况 四、其他相关说明 本期业绩预告内容为公司财务部门初步测算的结果，具体财务数据以公司 2025 年度报告数据为准，敬请广大投资者注意投资风险。 特此公告。 贵州黔源电力股份有限公司董事会 2026 年 1 月 21 日 本次业绩预告未经会计师事务所审计。 三、业绩变动原因说明 公司 2025 年度来水较上年同期偏多 45%。公司 2025 年度发电量为 1,212,021.46 万千瓦时，上年同期发电量为 705,070.87 万千瓦时，同比上升 71.90%，使发电收入及发电利润增加。2025 年 ...

黔源电力股价创出历史新高，截至9:35，该股上涨2.69%，股价报19.48元，成交量152.59万股，成交金 额2937.67万元，换手率0.36%，该股最新A股总市值达83.29亿元，该股A股流通市值83.29亿元。 两融数据显示，该股最新（1月16日）两融余额为3.04亿元，其中，融资余额为3.04亿元，近10日减少 684.57万元，环比下降2.20%。 公司1月12日在交易所互动平台披露，截至最新（1月10日）股东户数为15810户，较上期（12月31日） 减少93户，环比下降0.58%。 公司发布的三季报数据显示，前三季度公司共实现营业收入21.69亿元，同比增长47.99%，实现净利润 4.93亿元，同比增长85.74%，基本每股收益为1.1527元，加权平均净资产收益率11.89%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，黔源电力所属的公用事业行业，目前整体涨幅为0.90%，行业内，目前股价 上涨的有118只，涨幅居前的有胜通能源、露笑科技、梅雁吉祥等，涨幅分别为5.98%、5.66%、 5.60%。股价下跌的有11只，跌幅居前的有世茂能源、拓日新能、恒盛能源等，跌幅分 ...

Group 1 - The power sector experienced a slight decline of 0.06% on the previous trading day, with New Zhonggang leading the losses [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Notable gainers in the power sector included Tuo Ri Xin Neng, which rose by 10.02% to a closing price of 5.60, and Bai Tong Energy, which increased by 10.01% to 17.70 [1] Group 2 - The power sector saw a net outflow of 275 million yuan from institutional funds, while retail investors contributed a net inflow of 435 million yuan [2] - The top individual stock performers in terms of net inflow included Mei Yan Ji Xiang with a net inflow of 216 million yuan, representing 15.50% of its trading volume [3] - Conversely, Tuo Ri Xin Neng experienced a net outflow of 5831.41 million yuan from speculative funds, indicating a negative sentiment among traders [3]

Group 1 - The core viewpoint of the news is that Qianyuan Power has shown a positive stock performance with a year-to-date increase of 3.47% and a significant rise in revenue and net profit for the first nine months of 2025 [2] - As of January 15, Qianyuan Power's stock price reached 18.80 CNY per share, with a market capitalization of 8.038 billion CNY and a trading volume of 46.85 million CNY [1] - The company has a primary business focus on hydropower generation, accounting for 87.60% of its revenue, followed by photovoltaic power generation at 12.01% [2] Group 2 - In terms of financial performance, Qianyuan Power reported an operating income of 2.169 billion CNY for the period from January to September 2025, representing a year-on-year growth of 47.99%, and a net profit attributable to shareholders of 493 million CNY, which is an increase of 85.74% [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 [3] - The stockholder count for Qianyuan Power as of January 9 is 15,800, showing a decrease of 0.58% from the previous period, while the average circulating shares per person increased by 0.59% to 27,043 shares [2]

证券日报网讯1月12日，黔源电力（002039）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司股东人数为15810户。 ...

Group 1 - The core viewpoint of the articles highlights the growth in electricity generation in Guizhou Province, with a total generation of 211.4 billion kWh in November 2025, representing a year-on-year increase of 6.9% [1] - From January to November 2025, Guizhou Province generated 2,336.3 billion kWh of electricity, showing a year-on-year growth of 4.8% [1] - The breakdown of electricity generation by type shows that thermal power accounted for 1,373.2 billion kWh (58.8% of total generation) with a year-on-year decline of 5.9%, while hydropower increased by 31.8% to 653.2 billion kWh (28% of total generation) [1] Group 2 - Wind power generation reached 134.1 billion kWh, representing 5.7% of total generation with a year-on-year increase of 8.5% [1] - Solar power generation amounted to 175.72 billion kWh, making up 7.5% of total generation and showing a year-on-year growth of 16.9% [1] - The report by Zhiyan Consulting provides an analysis of the energy industry market in China from 2026 to 2032, indicating potential investment opportunities [1]

Core Viewpoint - The "14th Five-Year Plan" period is crucial for China's energy structure green transformation, and Qianyuan Electric Power aims to innovate and excel during this significant five years, contributing to the development of clean energy in Guizhou and building a world-class low-carbon energy enterprise [1][3]. Group 1: Innovation and Development - The company is committed to implementing the new energy security strategy and "dual carbon" goals, focusing on technological breakthroughs and independent innovation in areas such as unit maintenance, energy supply, and safety production [3][13]. - A group of dedicated individuals has emerged, showcasing their commitment through practical efforts in unit transformation, intelligent supervision, and youth development [3][13]. Group 2: Youth Empowerment and Technical Advancement - The youth technical team emphasizes the importance of not letting technology be controlled by others, leading to significant improvements in maintenance and operational efficiency through standardized work guidelines and a "competition + tackling" model [6][15]. - The team has successfully trained five technical backbones and achieved nine independent repairs and 24 observations, highlighting the youth's role as a backbone of independent technology [6][15]. Group 3: Practical Training and Safety Measures - The 4th unit transformation project is set to start in the fall of 2025, with the operations department director transforming the site into a "training classroom" to enhance learning through hands-on experience [9][18]. - The company has deployed an intelligent safety supervision platform, covering key operational areas with high-definition smart cameras that can automatically identify safety violations, achieving over 4000 days of safety production records [11][20].

Core Viewpoint - In 2025, the number of A-share listed companies controlled by seven major state-owned enterprises in the power sector will increase to 37, with an average of more than five companies per enterprise, following the listings of Huadian New Energy and Southern Network Digital on the Shanghai and Shenzhen stock exchanges [1] Group 1: Company Listings - The number of A-share listed companies controlled by major state-owned enterprises will rise to 37, with State Grid and China Huadian having the most at 7 each [1] - Southern Power Grid's number of listed companies increased to 4 with the listings of Southern Network Technology and Southern Network Digital [1] Group 2: Management Changes - In 2025, there will be significant management changes among the listed companies controlled by the two networks and five major power generation companies, with 131 high-level personnel changes reported across 30 listed companies [1] - Specifically, there were 12 changes in chairpersons and 8 changes in general managers among the listed companies [1] Group 3: Individual Company Changes - State Grid: 36 personnel changes across 7 listed companies, including chairperson and general manager adjustments in four companies [5] - China Huadian: 34 personnel changes across 6 listed companies, with significant changes in chairpersons and general managers in three companies [58] - China Huaneng: 24 personnel changes across 4 listed companies, with new general managers appointed in three companies [38] - National Energy Group: 20 personnel changes across 5 listed companies, including chairperson and general manager changes in three companies [86]