盘面上，PEEK材料概念股早盘走高，新瀚新材（301076）、肯特股份（301591）大涨超10%。银行股盘中震荡拉升，重庆银行（601963）一度涨超7%，工 商银行创历史新高。算力板块盘初亦表现活跃，鸿博股份（002229）2连板，大位科技（600589）、德生科技（002908）、新锦动力（300157）纷纷大涨。 房地产板块早盘表现低迷，我爱我家（000560）、渝开发（000514）、世联行（002285）、天保基建（000965）盘中跌停。零售、食品饮料、旅游酒店等泛 消费板块亦表现落后，有友食品（603697）、通程控股（000419）跌停，金字火腿（002515）、君亭酒店（301073）、大连圣亚（600593）跌幅居前。 板块分析： 同花顺热股榜： A股三大指数早盘集体下跌，截至午盘，沪指跌0.03%，深成指跌0.43%，创业板指跌0.55%，北证50指数跌0.22%。全市场半日成交额7286亿元，较上日缩 量45亿元。全市场超3900只个股下跌。 板块题材上，PEEK材料、IP经济、银行、钢铁、算力板块涨幅居前；房地产、食品饮料、旅游酒店、零售板块跌幅居前。 涨停天梯榜： 【4连板】 东 ...

Group 1 - The core viewpoint highlights the significant growth in the Green Power ETF, with a trading volume of 5.68% and a transaction value of 21.79 million yuan, indicating strong liquidity [3] - The Green Power ETF has seen a scale increase of 38.63 million yuan and a share increase of 30.40 million shares since the beginning of the month, reflecting substantial growth [3] - Over the past 18 trading days, the Green Power ETF has attracted a total of 36.26 million yuan in inflows, showcasing its appeal to investors [3] Group 2 - The valuation of the Green Power ETF, tracking the National Green Power Index, has a latest price-to-earnings ratio (PE-TTM) of 18.28, which is at a historical low, being below 88.56% of the time over the past three years [3] - As of March 31, 2025, the top ten weighted stocks in the National Green Power Index include major companies such as Yangtze Power, China Nuclear Power, and Three Gorges Energy, collectively accounting for 57.21% of the index [3] Group 3 - The State Council's recent meeting approved several nuclear power projects, including the Zhejiang Sanmen Phase III and others, totaling five projects and ten new units, indicating a strong governmental push for nuclear energy [3] - Huafu Securities emphasizes the unmatched advantages of nuclear power in addressing global climate change and energy security, expressing optimism for companies with leading positions or key component production capabilities in the nuclear sector [4]

截至2025年4月24日 14:04，中证绿色电力指数(931897)强势上涨1.23%，成分股华银电力(600744)上涨10.00%，广西能源(600310)上涨9.98%，银星能源 (000862)上涨5.99%，建投能源(000600)，长源电力(000966)等个股跟涨。绿电ETF(562550)上涨1.06%，最新价报1.05元。拉长时间看，截至2025年4月23日， 绿电ETF近2周累计上涨1.07%，涨幅排名可比基金1/3。 流动性方面，绿电ETF盘中换手3.98%，成交898.07万元。拉长时间看，截至4月23日，绿电ETF近1周日均成交1404.47万元，排名可比基金第一。 规模方面，绿电ETF最新规模达2.24亿元，创近1年新高，位居可比基金1/3。 份额方面，绿电ETF最新份额达2.15亿份，创近1年新高，位居可比基金1/3。 从资金净流入方面来看，绿电ETF近9天获得连续资金净流入，最高单日获得2335.28万元净流入，合计"吸金"9367.46万元，日均净流入达1040.83万元。 从估值层面来看，绿电ETF跟踪的中证绿色电力指数最新市盈率（PE-TTM）仅16.75倍，处于近1年 ...

从估值层面来看，绿电ETF跟踪的中证绿色电力指数最新市盈率（PE-TTM）仅16.76倍，处于近1年 7.42%的分位，即估值低于近1年92.58%以上的时间，处于历史低位。 截至2025年4月22日，A股三大指数涨跌不一。其中上证指数收涨0.25%，报3299.76点；深证成指收跌 0.36%，报9870.05点；创业板指收跌0.82%，报1928.43点。两市总成交额1.09万亿元。 行业热度看，多元金融、物流、一般零售包揽涨幅榜前三，分别上涨2.60%、2.53%、2.18%。 ETF方面，截至收盘，绿电ETF(562550)下跌0.38%，最新报价1.04元，收盘成交额已达608.55万元，换 手率2.76%。 从资金净流入方面来看，绿电ETF近7天获得连续资金净流入，最高单日获得2335.28万元净流入，合 计"吸金"8897.25万元，日均净流入达1271.04万元。 规模方面，绿电ETF最新规模达2.20亿元，创近2年新高，位居可比基金1/3。 绿电ETF（562550）及其场外联接(018734/018735)跟踪中证绿色电力指数，不仅包括以水电、风电及光 伏发电为代表的清洁能源企业，同时也纳 ...

Group 1 - The company reported a closing price of 2.21 yuan as of April 11, 2025, with no change in price, a turnover rate of 1.73%, a trading volume of 231,700 shares, and a transaction amount of 51.281 million yuan [1] - The company is benefiting from domestic circulation policies aimed at stimulating consumption and economic growth, creating a favorable external environment for business development [2][3] - The company is actively pursuing green and low-carbon transformation, with its logistics parks receiving top-level green warehouse certifications and the first zero-carbon park project in Shanghai gaining international recognition [4][5] Group 2 - The company collaborates with China Nuclear Technology to promote rooftop photovoltaic construction in its parks, contributing to high-quality development through green energy [6] - The company provides domestic warehousing and logistics services for cross-border e-commerce enterprises but does not directly engage in cross-border e-commerce activities [7] - On April 11, there was a net outflow of 2.6182 million yuan from main funds, a net outflow of 2.5899 million yuan from speculative funds, and a net inflow of 5.2081 million yuan from retail investors [8]

Core Viewpoint - The electric power sector is identified as the leading market theme, expected to generate significant investment opportunities and growth potential in the coming years [1]. Industry Insights - The new electric power development guidelines released on March 18 emphasize the promotion of green electricity and aim to enhance China's international influence in the green power sector, providing clear direction and strong momentum for industry growth [3]. - The rapid advancement of AI technology is driving an exponential increase in demand for computing power, leading to a surge in electricity consumption by data centers, which opens up vast market expansion opportunities for the electric power industry [3]. - Major investments are being made in the electric grid, with State Grid expected to invest 700 billion yuan and Southern Grid 200 billion yuan by 2025 for equipment upgrades, marking a historical high in investment scale [3]. Company Highlights - Three low-priced electric power companies have attracted significant investment from high-level funds, indicating strong potential for growth: - Shanghai Electric, with a current stock price of 9 yuan, has seen high-level funds purchase 33.87 million shares, leveraging its top-tier qualifications and extensive experience in complex power projects [4]. - Huadian International, priced at 5 yuan, has had 76.24 million shares bought by high-level funds, being the largest power generation company in Shandong province with diverse generation capabilities [4]. - A third company, priced at 2 yuan, is recognized as a hidden champion in both computing and electric power, responsible for 100% of China's ultra-high voltage engineering design tasks and recently securing 48 billion yuan in related orders, indicating strong growth potential [5].

截至2025年3月31日 11:04，国证绿色电力指数上涨0.65%，成分股江苏新能上涨6.12%，龙源电力上涨5.99%，晓程科技上涨4.97%，明星电力上涨3.14%，大 唐发电上涨2.81%。绿色电力ETF(159625)上涨0.36%，盘中成交额已达1083.40万元。 场外投资者可通过对应的绿色电力ETF联接基金（017057）把握投资机会。 以上内容与数据，与界面有连云频道立场无关，不构成投资建议。据此操作，风险自担。 规模方面，绿色电力ETF最新规模达3.30亿元，创近1年新高。份额方面，绿色电力ETF最新份额达2.99亿份，创近1年新高。从资金净流入方面来看，绿色 电力ETF近9天获得连续资金净流入，最高单日获得1555.77万元净流入，合计"吸金"5507.36万元。 从估值层面来看，绿色电力ETF跟踪的国证绿色电力指数最新市盈率（PE-TTM）仅17.34倍，处于近1年0.4%的分位，即估值低于近1年99.6%以上的时间， 处于历史低位。 数据显示，截至2025年2月28日，国证绿色电力指数前十大权重股分别为长江电力、中国核电、三峡能源、国投电力、川投能源、中国广核、华能国际、国 电电力、 ...

Core Viewpoint - The green electricity market is experiencing increased momentum due to a combination of policies aimed at promoting renewable energy and the green power certificate market, leading to significant inflows into the green electricity ETF [1][4]. Group 1: Market Performance - As of March 26, 2025, the National Green Power Index has decreased by 0.21%, with mixed performance among constituent stocks [1]. - The green electricity ETF (159625) has seen a trading volume of 9.8558 million yuan, indicating a state of market tension between bulls and bears [1]. - The latest scale of the green electricity ETF has reached 307 million yuan, marking a one-year high, with the number of shares also hitting a one-year high at 273 million [4]. Group 2: Fund Inflows - The green electricity ETF has experienced continuous net inflows over the past six days, with a maximum single-day net inflow of 7.1112 million yuan, totaling 25.7241 million yuan [4]. - The ETF's price-to-earnings ratio (PE-TTM) is currently at 18.42, which is in the 9.14th percentile over the past three years, indicating that the valuation is lower than 90.86% of the time in the last three years, suggesting a historical low [4]. Group 3: Policy Impact - The National Development and Reform Commission and other departments have issued opinions to promote the high-quality development of the renewable energy green power certificate market, including mandatory consumption requirements for green certificates [4]. - The combination of policies is expected to activate market dynamics, with improvements in the green certificate system and the scaling up of rural photovoltaic projects driving new momentum in the industry [4].

华能国际: 华能国际涉及财务公司关联交易的存款、贷款等金融业务的专 项说明 华能国际电力股份有限公司 涉及财务公司关联交易的存款、 贷款等金融业务的专项说明 涉及财务公司关联交易的存款、贷款等金融业务的专项说明 安永华明（2025）专字第70037069_A07号 华能国际电力股份有限公司 华能国际电力股份有限公司董事会： 我们审计了华能国际电力股份有限公司的2024年度财务报表，包括2024年12月31 日的合并及公司资产负债表，2024年度的合并及公司利润表、股东权益变动表和现金 流量表以及相关财务报表附注，并于2025年3月25日出具了编号为安永华明（2025） 审字第70037069_A01号的无保留意见审计报告。 按照中国证券监督管理委员会《关于规范上市公司与企业集团财务公司业务往来 的通知》的要求，华能国际电力股份有限公司编制了后附的2024年度涉及中国华能财 务有限责任公司关联交易汇总表（以下简称"汇总表"）。 如实编制和对外披露汇总表，并确保其真实性、合法性、完整性是华能国际电力 股份有限公司的责任。我们对汇总表所载资料与我们审计华能国际电力股份有限公司 在所有重大方面没有发现不一致之处。除了 ...