南网能源发布异动公告，公司股票价格连续3个交易日（2026年1月30日、2026年2月2日、2026年2月3 日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。经核查，公司前期披露信息不存 在需更正补充之处，未发现近期公共媒体报道影响股价的未公开重大信息，近期生产经营情况正常，内 外部经营环境未发生重大变化；公司及控股股东、实际控制人不存在应披露而未披露的重大事项或筹划 阶段事项，且异常波动期间控股股东、实际控制人未买卖公司股票；2025年度业绩预告不存在应修正的 情况。敬请广大投资者理性投资，注意风险。声明：市场有风险，投资需谨慎。本文为AI基于第三方 数据生成，仅供参考，不构成个人投资建议。 ...

证券代码：003035 证券简称：南网能源 公告编号：2026-003 南方电网综合能源股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动情况 南方电网综合能源股份有限公司（以下简称"公司"、"本公司"，证券简 称：南网能源，证券代码：003035）股票价格连续 3 个交易日（2026 年 1 月 30 日、2026 年 2 月 2 日、2026 年 2 月 3 日）收盘价格涨幅偏离值累计超过 20%， 根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况。 二、股票关注、核实情况说明 针对公司股票异常波动，公司对有关事项进行了核查，并向控股股东致函询 问，不存在应披露而未披露的重大信息，有关事项说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息。 3、近期公司生产经营情况正常，内外部经营环境未发生重大变化； 4、经核查，公司及控股股东、实际控制人不存在应披露而未披露的重大事 项，也不存在处 ...

Core Insights - The electricity sector experienced a rise of 0.88% on the trading day, with Nanfang Energy leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Group 1: Stock Performance - Nanfang Energy (003035) closed at 7.44, with a significant increase of 10.06%, and a trading volume of 1.9583 million shares, amounting to 1.38 billion yuan [1] - Langfang Development (600149) also saw a rise of 10.04%, closing at 5.92, with a trading volume of 137,700 shares and a transaction value of 81.5394 million yuan [1] - Jinko Technology (601778) increased by 6.46%, closing at 4.45, with a trading volume of 2.5261 million shares and a transaction value of 1.107 billion yuan [1] Group 2: Capital Flow - The electricity sector saw a net inflow of 28.7005 million yuan from main funds, while retail investors contributed a net inflow of 19.6 million yuan [2] - Speculative funds experienced a net outflow of 225 million yuan [2] - Nanfang Energy had a main fund net inflow of 21.5 million yuan, but speculative funds saw a net outflow of 10.4 million yuan [3]

Core Viewpoint - The overall performance of central enterprises listed on A-shares is showing a multi-dimensional improvement for the year 2025, with over 110 companies expected to report positive earnings, including 23 companies turning losses into profits, 46 companies experiencing profit growth, and 41 companies significantly reducing their losses [1] Group 1: Companies Turning Losses into Profits - 23 central enterprises, including South Grid Energy, China Ordnance, and China Chengxin, are expected to turn losses into profits in 2025, indicating a significant improvement in operational conditions [2] - South Grid Energy is focusing on energy-saving services and biomass sectors, projecting a net profit of 300 million to 360 million yuan for 2025 [2] - Military enterprises like China Aerospace South Lake and China Ordnance are also expected to report profits due to increased delivery of special equipment and defense products [2] Group 2: Companies with Significant Profit Growth - A group of central enterprises, such as Salt Lake Co., Longxin Bochuang, and China Shipbuilding Defense, are expected to see substantial profit growth in 2025, with some companies projecting profit increases of over 300% [4] - China Shipbuilding Defense is benefiting from a booming global shipbuilding market, with a projected profit growth of 149.61% to 196.88% for 2025 [4] - Longxin Bochuang is experiencing revenue growth due to demand from cloud computing and artificial intelligence, with expected profit growth exceeding 300% [4] Group 3: Companies Reducing Losses - 41 central enterprises, including China First Heavy Industries and China Great Wall, are expected to significantly reduce their losses in 2025, indicating positive signals during their transformation periods [6] - China First Heavy Industries is expected to reduce losses by 3.276 billion to 3.426 billion yuan through structural reforms and asset optimization [6] - In the steel industry, companies like Maanshan Steel and Chongqing Iron and Steel are also expected to reduce losses amid ongoing market challenges [6] Group 4: Cost Control and Operational Efficiency - Many central enterprises are implementing refined measures such as cost control and investment optimization to improve their financial performance [3] - Companies like China Chengxin and Blue Science High-tech emphasize the importance of cost control and efficiency improvements in their earnings announcements [3] - In the chemical sector, China National Chemical is enhancing operational capabilities and controlling costs to mitigate revenue pressures while achieving significant loss reductions [7]

证券日报网讯2月2日，南网能源（003035）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司合并普通账户和融资融券信用账户的持有人数为132026户。 ...

Core Viewpoint - The company is actively advancing multiple projects related to zero-carbon parks, aligning with national policies that support the development of such initiatives [1] Group 1: Project Development - The company is implementing projects like the Guangzhou Industrial Control Zero Carbon Park and the first phase of the Guizhou Power Grid Science and Technology Park, which are focused on near-zero carbon emissions [1] - Recent national policies, including the "Notice on the Development of Zero Carbon Park Construction," emphasize a step-by-step approach to low-carbon and zero-carbon transformation, prioritizing the use of green electricity, energy-saving technologies, and carbon emission monitoring systems [1] Group 2: Strategic Transformation - The company's strategic transformation aims to shift its business structure from primarily "investment holding" to a balanced approach of "lean investment + high-end services," expanding from "comprehensive energy" to "multi-energy collaboration + energy saving and carbon reduction" [1] - This transformation is expected to directly drive the energy-saving and carbon reduction business to become a core growth driver for the company [1] Group 3: Market Opportunities - As policies are gradually implemented, the demand for zero-carbon park construction is anticipated to experience explosive growth [1] - The company plans to seize market opportunities by developing a business model and product system for zero-carbon parks, establishing a comprehensive promotion strategy to assist parks in achieving carbon neutrality while creating new business growth points and enhancing market competitiveness [1]

南方电网综合能源股份有限公司投资者关系活动记录表 编号：2026-001 | 投资者关系活动 ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | 其他 | | 活动参与人员 | 国盛证券 高紫明 张津铭 张卓然；嘉实基金 孙逸晨；鹏华基 | | 金 | 司马朝阳；新华资产 杨习之；浔峰投资 李健龙；太和致 | | 远 | 张鑫；睿濮投资 陈志涛；太保资产 魏巍；新华基金 刘龙 | | 龙 | | | 时间 | 2026 年 1 月 30 日 | | 地点 | 广州 | | 形式 | 现场会议 | | 上市公司接待人 | 董事会工作部：程国辉、任嫣然、陈星星 | | 员姓名 | | | | 1.公司 2025 年推动"服务倍增"、"节能倍增"等重点 | | | 专项行动的实施效果如何？ | | | 答：一是开展"服务倍增"，拓展市场新空间。公司组建 | | 交流内容及具体 | 数字服务公司，做强智业公司、鼎云公司，打造覆盖咨询、设 | | 回答记录 | 计、建设、运营、电力交易服务 ...

Group 1 - The company focuses on industrial energy conservation and building energy conservation as its core business areas [1] - The company is actively seizing opportunities from the "dual carbon" strategy to accelerate its strategic transformation [1] - The company aims to expand into "multi-energy collaboration + high-end services" while optimizing its investment strategy [1] Group 2 - The company is implementing key special tasks such as "service doubling" and "energy conservation doubling" [1] - The company is conducting comprehensive management of inefficient projects to enhance risk prevention capabilities [1] - The company is strengthening technological innovation to build core competitive advantages and promote sustainable, high-quality development [1]

Core Viewpoint - The electricity sector experienced a slight decline of 0.06% on the trading day, with South Network Energy leading the losses, while the Shanghai Composite Index rose by 0.14% and the Shenzhen Component Index increased by 0.5% [1]. Group 1: Market Performance - The electricity sector's main stocks showed mixed performance, with notable gainers including: - Baotong Energy (001376) closing at 21.52, up 10.02% with a trading volume of 386,800 shares and a turnover of 800 million yuan [1]. - Meiyan Jixiang (600868) closing at 4.97, up 9.96% with a trading volume of 5,909,900 shares and a turnover of 2.895 billion yuan [1]. - Tuo Ri New Energy (002218) closing at 4.96, up 5.76% with a trading volume of 1,825,800 shares and a turnover of 877 million yuan [1]. - Conversely, South Network Energy (003035) led the declines, closing at 5.60, down 4.44% with a trading volume of 1,263,900 shares and a turnover of 714 million yuan [2]. Group 2: Capital Flow - The electricity sector saw a net outflow of 2.094 billion yuan from main funds, while retail investors contributed a net inflow of 1.872 billion yuan [2]. - Key stocks with significant capital flow include: - China Nuclear Power (601985) with a main fund net outflow of 98.097 million yuan and a retail net outflow of 82.327 million yuan [3]. - China General Nuclear Power (003816) with a main fund net inflow of 96.425 million yuan and a retail net outflow of 80.796 million yuan [3]. - Baotong Energy (001376) with a main fund net inflow of 95.701 million yuan and a retail net outflow of 61.564 million yuan [3].

Market Overview - On January 21, the Shanghai Composite Index rose by 0.08%, with the total margin trading balance reaching 27,210.23 billion yuan, an increase of 11.664 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 13,746.08 billion yuan, up by 10.112 billion yuan; in the Shenzhen market, it was 13,373.67 billion yuan, increasing by 1.48 billion yuan; and in the Beijing Stock Exchange, it was 90.48 billion yuan, up by 0.072 billion yuan [1] Industry Analysis - Among the industries classified by Shenwan, 23 sectors saw an increase in margin trading balances, with the largest increase in the non-ferrous metals sector, which rose by 1.904 billion yuan. The electronics and basic chemicals sectors followed, with increases of 1.625 billion yuan and 1.043 billion yuan, respectively [1] Individual Stock Performance - A total of 1,851 stocks experienced an increase in margin trading balances, accounting for 49.09% of the total. Among these, 299 stocks had an increase of over 5% in their margin balances [1] - The stock with the highest increase in margin balance was Southern Power Grid, with a latest margin balance of 153.41 million yuan, reflecting a 47.30% increase from the previous trading day. The stock price rose by 4.09%, outperforming the Shanghai Composite Index [1] - Other notable stocks with significant increases in margin balances included Meibang Technology and Jiangtian Chemical, with increases of 45.26% and 44.75%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the highest increase in margin balances, the average price increase was 2.58%. The top gainers included Yifan Transmission, Hongbaoli, and Meiyang Jixiang, with increases of 20.00%, 9.98%, and 9.98%, respectively [2] - Conversely, the stocks with the largest declines in margin balances included Huilong Piston, which saw a decrease of 60.26%, and Yinen Power and Huawai Design, with declines of 32.43% and 31.33%, respectively [4][5]