Core Viewpoint - JianTuo Energy's stock price has shown a significant increase of 32.91% year-to-date, with a recent trading performance indicating mixed trends over different time frames [1][2]. Financial Performance - For the first half of 2025, JianTuo Energy reported a revenue of 11.11 billion yuan, representing a year-on-year growth of 3.63% [2]. - The net profit attributable to shareholders reached 897 million yuan, marking a substantial increase of 169.04% compared to the previous year [2]. Stock Market Activity - As of September 29, JianTuo Energy's stock price was 7.35 yuan per share, with a market capitalization of 13.298 billion yuan [1]. - The stock experienced a trading volume of 68.6018 million yuan, with a turnover rate of 0.87% [1]. - The stock has seen a net outflow of 971,100 yuan from major funds, while large orders accounted for 10.59% of buying and 16.91% of selling [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 12% to 55,500, while the average number of circulating shares per person increased by 13.64% to 19,654 shares [2][3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, which increased its holdings by 23.2589 million shares [3]. Dividend Distribution - JianTuo Energy has distributed a total of 3.904 billion yuan in dividends since its A-share listing, with 434 million yuan distributed over the past three years [3].

9月29日，芯能科技盘中上涨2.09%，截至09:49，报9.28元/股，成交4347.11万元，换手率0.95%，总市 值46.40亿元。 截至6月30日，芯能科技股东户数4.44万，较上期减少5.50%；人均流通股11251股，较上期增加5.83%。 2025年1月-6月，芯能科技实现营业收入3.63亿元，同比增长7.21%；归母净利润1.05亿元，同比增长 1.14%。 分红方面，芯能科技A股上市后累计派现3.45亿元。近三年，累计派现2.35亿元。 机构持仓方面，截止2025年6月30日，芯能科技十大流通股东中，香港中央结算有限公司退出十大流通 股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流入314.87万元，特大单买入101.01万元，占比2.32%，卖出0.00元，占比 0.00%；大单买入840.70万元，占比19.34%，卖出626.84万元，占比14.42%。 芯能科技今年以来股价涨5.33%，近5个交易日涨5.57%，近20日跌0.22%，近60日涨10.48%。 资料显示，浙江芯能光伏科技股份有限公司位于浙江省海宁市皮都路9号，成立日期2008年7月9日，上 市日期2018年 ...

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，换手率0.22%，总市值1454.61亿元。 异动分析 抽水蓄能+绿色电力+新疆振兴+风电 1、龙源电力与黑龙江省铁力市人民政府签订353万千瓦新能源发电项目合作开发框架协议。根据合作协 议，由龙源电力与新农创投资发展有限公司联合成立龙源盛达合资公司，并与铁力市政府展开合作，共 同开发300万千瓦抽水蓄能项目。 2、龙源电力集团股份有限公司的主营业务是风力、光伏发电。公司的主要产品是电力、热力。 风力、 光伏发电。 区间今日近3日近5日近10日近20日主力净流入878.13万697.32万1571.61万1392.08万-465.12万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2138.06万，占总成交额的5.67%。 技术面：筹码平均交易成本为16.61元 该股筹码平均交易成本为16.61元，近期筹码减仓，但减仓程度减缓；目前股价在压力位17.72和支撑位 17.19之间，可以做区间波段。 公司简介 3、公司在新疆的在运风电装机容量为159.08万千瓦。 4、公司主要从事风电场的设计、开发、建设、管理和运营。 (免 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 9月26日，绿电ETF（159669）盘中上涨超1%。 中信建投指出，2025年8月份规上工业发电量同比增长1.6%，其中火电、水电、风电和核电发电量 同比变化分别为+1.7%、-10.1%、+20.2%和+5.9%，受来水偏枯影响，水电发电量同比下降。动力煤价 格因煤矿超产检查事件有所回升，但考虑到能源保供政策及火电发电量增速放缓，年内煤价大幅上涨可 能性较小。8月份规上工业原煤产量同比下降3.2%，天然气产量同比增长5.9%。电力板块持续看好火电 转型新能源运营的标的，以及受益于电价改善的水电企业。 绿电ETF（159669）跟踪的是绿色电力指数（399438），该指数从A股市场中选取涉及水电、风 电、光伏及核电等清洁能源发电业务的上市公司证券作为指数样本，以反映绿色电力相关上市公司 ...

Company Overview - Sichuan Xichang Electric Power Co., Ltd. was established on June 18, 1994, and listed on May 30, 2002. The company is located at No. 66, Shengli Road, Xichang City, Sichuan Province [2] - The main business involves the production and development of electric power products, as well as the supply and use of equipment related to power generation, supply, and electronic design [2] - The revenue composition is as follows: Hydropower industry 95.98%, Photovoltaic new energy 1.73%, Electric power engineering 1.54%, Others 0.60%, Engineering design 0.15% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 727 million yuan, representing a year-on-year growth of 7.26% [2] - The net profit attributable to the parent company was 3.2415 million yuan, showing a significant year-on-year increase of 112.70% [2] - The company has cumulatively distributed cash dividends of 250 million yuan since its A-share listing, with 25.5197 million yuan distributed over the past three years [3] Stock Performance - As of September 26, the stock price of Xichang Electric Power increased by 2.02%, reaching 13.14 yuan per share, with a total market capitalization of 4.79 billion yuan [1] - Year-to-date, the stock price has risen by 8.77%, with a recent 5-day increase of 0.54%, a 20-day decline of 3.67%, and a 60-day decline of 16.47% [1] - The company has appeared on the trading leaderboard five times this year, with the most recent occurrence on May 23, where the net buy was -93.9295 million yuan [1]

9月26日，龙源电力盘中上涨2.20%，截至09:44，报17.22元/股，成交2667.74万元，换手率0.03%，总市 值1439.56亿元。 资金流向方面，主力资金净流入53.53万元，大单买入247.95万元，占比9.29%，卖出194.42万元，占比 7.29%。 龙源电力今年以来股价涨11.23%，近5个交易日涨2.50%，近20日涨3.30%，近60日涨4.60%。 分红方面，龙源电力A股上市后累计派现59.78亿元。近三年，累计派现47.46亿元。 机构持仓方面，截止2025年6月30日，龙源电力十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股387.38万股，相比上期增加17.41万股。交银国企改革灵活配置混合A（519756）位居第六 大流通股东，持股383.00万股，相比上期增加112.00万股。华泰柏瑞沪深300ETF（510300）位居第七大 流通股东，持股269.01万股，相比上期增加3.79万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股193.89万股，相比上期增加19.85万股。华夏沪深300ETF（510330）位居第九大流通股东，持 股 ...

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 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 related to electrical systems and equipment [6] Financial Performance - For the first half of 2025, Longyuan Power reported a 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 to 41,000, with an average of 0 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 25, Longyuan Power's stock fell by 0.82%, with a trading volume of 67.6338 million yuan and a market capitalization of 140.863 billion yuan [1] - The stock has seen a net outflow of 1.5231 million yuan from main funds today, indicating a reduction in holdings over the past two days [4]

截至6月30日，天山股份股东户数7.79万，较上期增加6.08%；人均流通股91309股，较上期增加 267.85%。2025年1月-6月，天山股份实现营业收入359.80亿元，同比减少9.37%；归母净利润-9.22亿 元，同比增长73.00%。 今年以来天山股份已经1次登上龙虎榜，最近一次登上龙虎榜为7月23日，当日龙虎榜净买入-2.95亿 元；买入总计1.07亿元 ，占总成交额比7.82%；卖出总计4.02亿元 ，占总成交额比29.36%。 资料显示，天山材料股份有限公司位于上海市浦东新区世博馆路70号中国建材大厦,新疆乌鲁木齐市新 市区河北东路1256号天合大厦，成立日期1998年11月18日，上市日期1999年1月7日，公司主营业务涉及 水泥、熟料、商品混凝土和骨料的生产及销售。主营业务收入构成为：水泥熟料63.16%，商品混凝土 28.24%，骨料5.55%，其他3.05%。 天山股份所属申万行业为：建筑材料-水泥-水泥制造。所属概念板块包括：喀什规划区、券商相关、绿 色电力、西部开发、中国建材集团等。 9月25日，天山股份盘中下跌2.11%，截至13:14，报6.02元/股，成交2.22亿元，换 ...

9月25日，拓日新能盘中上涨2.25%，截至09:44，报3.64元/股，成交2294.83万元，换手率0.46%，总市 值51.43亿元。 截至9月10日，拓日新能股东户数9.19万，较上期减少3.12%；人均流通股15157股，较上期增加3.22%。 2025年1月-6月，拓日新能实现营业收入5.09亿元，同比减少30.08%；归母净利润-6020.33万元，同比减 少369.79%。 分红方面，拓日新能A股上市后累计派现3.79亿元。近三年，累计派现8449.80万元。 机构持仓方面，截止2025年6月30日，拓日新能十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1810.20万股，相比上期增加533.15万股。 资金流向方面，主力资金净流入57.78万元，大单买入213.08万元，占比9.29%，卖出155.30万元，占比 6.77%。 拓日新能今年以来股价跌8.08%，近5个交易日跌3.70%，近20日跌1.36%，近60日涨7.69%。 今年以来拓日新能已经5次登上龙虎榜，最近一次登上龙虎榜为7月15日，当日龙虎榜净买入167.17万 元；买入总计1.11亿元 ，占总成交额比10. ...

Core Viewpoint - Shandong has established the first provincial-level green certificate trading service center in China, achieving a purchase intention of 7.18 million certificates on its first day, enhancing the visibility and value of green electricity [1][4]. Group 1: Green Certificate System - The green certificate system serves as an important mechanism for promoting renewable energy, having been implemented in over 20 countries for more than 20 years. China began trialing the system in 2017 and achieved full coverage in 2023 [3]. - A green certificate represents 1,000 kilowatt-hours of renewable energy and includes key information such as generation time, location, technology type, and a unique blockchain code for traceability [3]. Group 2: Market Dynamics - The trading of green certificates is essentially a transaction of the environmental attributes behind green electricity, which can enhance product competitiveness in international markets [4]. - From January to August this year, 464 million green certificates were traded nationwide, a year-on-year increase of 120%. The average price of green certificates has risen by 140% compared to the beginning of the year [4]. Group 3: Trading Mechanism - The "certificate-electricity separation" model introduced by Shandong's trading service center allows for independent trading of green certificates, overcoming previous limitations of physical electricity trading [5]. - This new model provides a convenient trading channel for local enterprises, allowing them to sell green certificates separately from electricity, thus creating an additional revenue stream [5]. Group 4: Regional Collaboration - The green certificate trading scope has expanded in the Yellow River basin, with nine provinces signing a memorandum to enhance cooperation in data sharing and market interconnectivity [7]. - As of August this year, 188 million green certificates were sold in the Yellow River basin, accounting for 41% of the national total [7]. Group 5: Future Outlook - The future of green certificate trading is being driven by strong policy constraints and international recognition, with mandatory consumption mechanisms being established for various high-energy industries [8]. - The international RE100 initiative has recognized Chinese green certificates, significantly increasing their value and encouraging foreign enterprises to purchase them [9].