来源：新浪证券-红岸工作室 8月26日，龙源电力涨0.06%，成交额9307.46万元，换手率0.11%，总市值1414.48亿元。 异动分析 新疆振兴+抽水蓄能+绿色电力+风电 1、公司在新疆的在运风电装机容量为159.08万千瓦。 2、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。 3、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。 4、公司主要从事风电场的设计、开发、建设、管理和运营。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2737.90万，占总成交额的5.32%。 技术面：筹码平均交易成本为16.51元 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 公司简介 该股筹码平均交易成本为16.51元，近期该股获筹码青睐，且集中度渐增；目前股价靠近支撑位16.89， 注意支撑位处反弹，若跌破支撑位则可能会开启一波下跌行情。 资金分析 今日主 ...

Core Viewpoint - The stock of Southern Power Grid Energy has shown a positive trend with a 3.95% increase year-to-date and a market capitalization of 33.398 billion yuan as of August 25 [1] Financial Performance - For the period from January to March 2025, Southern Power Grid Energy reported a revenue of 1.557 billion yuan, representing a year-on-year growth of 17.52% [2] - The net profit attributable to the parent company for the same period was 374 million yuan, reflecting a year-on-year increase of 31.10% [2] Stock Market Activity - As of August 25, the stock price was 10.45 yuan per share, with a trading volume of 130 million yuan and a turnover rate of 1.14% [1] - The stock has seen a net inflow of 3.0301 million yuan from main funds, with significant buying and selling activities recorded [1] Business Overview - Southern Power Grid Energy, established on December 29, 1997, and listed on June 15, 2004, is primarily engaged in pumped storage, peak regulation hydropower, and independent energy storage business [1] - The revenue composition includes pumped storage (67.16%), peak regulation hydropower (26.47%), battery storage (4.50%), and other services (1.45%) [1] Shareholder Information - As of March 31, the number of shareholders increased to 43,600, with an average of 25,454 circulating shares per shareholder, a decrease of 2.43% from the previous period [2] Dividend Distribution - Since its A-share listing, Southern Power Grid Energy has distributed a total of 1.456 billion yuan in dividends, with 763 million yuan distributed over the last three years [3]

Company Overview - Guodian NARI Technology Co., Ltd. is located in Jiangning Economic and Technological Development Zone, Nanjing, Jiangsu Province, and was established on February 28, 2001, with its listing date on October 16, 2003 [1] - The company specializes in power grid automation, industrial control (including rail transit), power generation and new energy, and energy conservation and environmental protection [1] - The main business revenue composition includes: smart grid 49.58%, digital energy integration 21.54%, low-carbon energy 21.22%, industrial interconnection 4.99%, integration and others 2.50%, and other businesses 0.16% [1] Financial Performance - As of March 31, 2025, Guodian NARI achieved operating revenue of 8.895 billion yuan, a year-on-year increase of 15.54%, and a net profit attributable to shareholders of 680 million yuan, a year-on-year increase of 14.19% [2] - The company has cumulatively distributed cash dividends of 23.134 billion yuan since its A-share listing, with 11.5 billion yuan distributed in the last three years [3] Stock Market Activity - On August 25, Guodian NARI's stock price increased by 2.01%, reaching 22.30 yuan per share, with a trading volume of 1.598 billion yuan and a turnover rate of 0.90%, resulting in a total market capitalization of 179.116 billion yuan [1] - Year-to-date, the stock price has decreased by 10.03%, with a 2.34% increase over the last five trading days, a 0.72% increase over the last 20 days, and a 2.50% increase over the last 60 days [1] - As of March 31, 2025, the number of shareholders increased to 110,100, a rise of 41.36%, while the average circulating shares per person decreased by 29.15% to 72,656 shares [2] Institutional Holdings - As of March 31, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 1.117 billion shares, a decrease of 47.293 million shares from the previous period [3] - Other notable institutional shareholders include Huaxia SSE 50 ETF, Huatai-PB CSI 300 ETF, and E Fund CSI 300 ETF, all of which have seen a decrease in their holdings [3]

8月15日，龙源电力涨1.21%，成交额6499.42万元，换手率0.08%，总市值1394.42亿元。 异动分析 抽水蓄能+新疆振兴+绿色电力+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、公司在新疆的在运风电装机容量为159.08万千瓦。 3、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。 4、公司主要从事风电场的设计、开发、建设、管理和运营。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1214.46万，占总成交额的3.75%。 技术面：筹码平均交易成本为16.50元 该股筹码平均交易成本为16.50元，近期该股获筹码青睐，且集中度渐增；目前股价靠近压力位16.77， 谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 公司简介 资料显示，龙源电 ...

证券之星消息，2025年8月12日湖北能源（000883）发布公告称宝盈基金吕功绩于2025年8月12日调研我 司。 具体内容如下： 问：水电项目来水和煤电项目燃煤价格是影响公司水电项目和煤电项目的两大主要因素，请公司有哪些 具体举措可以平滑外部因素带来的业绩波动？ 《关于深化新能源上网电价市场化政策改革促进新能源高质量发展的通知》明确了新能源项目上网电量 原则上全部进入电力市场，上网电价通过市场交易形成，改变了新能源项目的收益模式和竞争格局。未 来，公司将综合考虑新能源项目投资成本、电价、消纳情况等因素，同时结合行业盈利情况，合理调整 投资收益率指标。 湖北能源主营业务：能源投资、开发与管理,从事的主要业务包括水电、火电、新能源发电、天然气输 销、煤炭物流贸易等。 湖北能源2025年一季报显示，公司主营收入41.83亿元，同比下降19.65%；归母净利润3.56亿元，同比 下降54.31%；扣非净利润3.18亿元，同比下降57.87%；负债率58.26%，投资收益1.21亿元，财务费用 2.54亿元，毛利率19.44%。 葛洲坝航道扩建工程位于长江干流，且位于清江流域汇入长江口的上游，初步分析，该工程的实施 ...

通过天眼查大数据分析，国电南瑞科技股份有限公司共对外投资了42家企业，参与招投标项目5000次， 知识产权方面有商标信息13条，专利信息5000条，此外企业还拥有行政许可181个。 国电南瑞所属概念板块包括：电网设备、江苏板块、中特估、标准普尔、富时罗素、MSCI中国、证金 持股、沪股通、上证180_、上证50_、融资融券、机构重仓、HS300_、IGBT概念、抽水蓄能、储能、 换电概念、虚拟电厂、数据中心、特高压、半导体概念、车联网(车路云)、国产芯片、PPP模式、一带 一路、量子科技、充电桩、央国企改革、太阳能、智能电网、核能核电、节能环保、新能源。 资金流方面，国电南瑞近5日主力资金流入9675.32万元，区间涨幅2.94%；近10日主力资金流出2.57亿 元，区间跌幅3.1%。 天眼查商业履历信息显示，国电南瑞科技股份有限公司，成立于2001年，位于南京市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本803208.8259万人民币，实缴资本6900万人民币。公司 法定代表人为郑宗强。 8月11日，沪深两融数据显示，国电南瑞上周累计获融资净卖出额28868.89万元，居两市第6位，上周融 ...

来源：新浪证券-红岸工作室 8月5日，龙源电力涨0.61%，成交额5343.79万元，换手率0.06%，总市值1379.37亿元。 异动分析 抽水蓄能+新疆振兴+绿色电力+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、公司在新疆的在运风电装机容量为159.08万千瓦。 3、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。 4、公司主要从事风电场的设计、开发、建设、管理和运营。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-392.36万，占比0.07%，行业排名63/103，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-2.74亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-392.36万-582.80万-418.16万-507.79万-2571.77万 风险提示：市 ...

01 抽水蓄能行业，传出重磅消息。 近日，国家电网新源控股有限公司（下称"国网新源"）增资扩股项目在北京产权交易所签约。本次募资 金额达到365亿元，创下国资产权交易现金募资规模之最，同时也是国内2025迄今最大一笔私募股权投 资。 本次投资阵容也颇为"豪华"，中国石油、中国人保、皖能集团、农银投资、交银投资、中银资产、中信 金融资产、海港人寿、皖能资本、川投资本等大型央国企和金融机构均参与增资。 值得注意的是，国网新源增资扩股项目正式签约的消息披露后，国家电网新事业部国网抽蓄事业部也在 近日正式成立运行。 据"电网头条"消息，国家电网在7月24日召开的2025年下半年重点工作推进会后，国家电网各单位认真 落实会议部署推进下半年工作，其中便包括"国网抽蓄事业部（新源集团、新源控股）"。 "我国抽水蓄能经历了消化吸收到国产化替代的转变。"国网抽蓄事业部（新源集团、新源控股）主任 （董事长）郭炬近日在接受《中国电力报》专访时曾表示。事实上，我国抽水蓄能领域规模化投产和运 营实践时间较短，早期相关技术研究未起步时，设备全部依靠进口，但价格高昂，且关键部件的供货周 期有时需要3至6个月。 2003年，国家电网和各有关 ...

证券日报网讯皖能电力（000543）7月29日在互动平台回答投资者提问时表示，绩溪皖能抽水蓄能发电 有限公司为公司控股子公司，EPC中标单位为中国电建（601669）集团华东勘测设计研究院有限公司， 本项目计划2030年全部投产。 ...

Industry Investment Rating - The investment rating for the power equipment industry is "Outperform the Market" and is maintained [1] Core Viewpoints - The report highlights the continuous improvement in the prosperity of the pumped storage industry, with the State Grid Corporation operating 75 pumped storage power stations with a capacity of 94.04 million kilowatts, making it the largest operator globally [5] - The report emphasizes that the recent capital increase of 36.5 billion yuan by State Grid will significantly boost the pumped storage development, potentially mobilizing over 300 billion yuan in project investments [5] - The report suggests focusing on pumped storage equipment companies such as Harbin Electric, Dongfang Electric, and Zhejiang Fu Holdings [6] Summary by Relevant Sections Industry Basic Situation - The closing index for the power equipment sector is 7548.79, with a 52-week high of 8068.94 and a low of 5403.16 [1] Investment Highlights - The capital increase of 36.5 billion yuan is aimed at enhancing the pumped storage projects, which are crucial for the high-quality development of renewable energy and improving the safety of the power system [4] - The report estimates that with 20% of the capital, the raised funds could lead to at least 182.5 billion yuan being invested in pumped storage projects, potentially creating a demand for 150 units of equipment [5]