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龙源电力涨0.26%,成交额5547.79万元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-23 08:00
1、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。 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。 绿色电力+抽水蓄能+新疆振兴+风电 3、公司在新疆的在运风电装机容量为159.08万千瓦。 12月23日,龙源电力涨0.26%,成交额5547.79万元,换手率0.07%,总市值1275.71亿元。 异动分析 4、公司主要从事风电场的设计、开发、建设、管理和运营。 来源:新浪证券-红岸工作室 (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) 主力持仓 主力没有控盘,筹码分布非常分散,主力成交额1439.79万,占总成交额的5.54%。 技术面:筹码平均交易成本为16.67元 该股筹码平均交易成本为16.67元,近期筹码减仓,但减仓程度减缓;目前股价靠近压力位15.34,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 资金分析 今日主力 ...
东方园林跌2.11%,成交额1.02亿元,主力资金净流出1127.81万元
Xin Lang Zheng Quan· 2025-12-23 06:24
Group 1 - The core viewpoint of the news is that Oriental Garden's stock has experienced a decline recently, with a notable drop of 2.11% on December 23, leading to a share price of 2.32 yuan and a total market capitalization of 13.918 billion yuan [1] - The company has seen a net outflow of main funds amounting to 11.2781 million yuan, with large orders showing a buy of 22.3928 million yuan and a sell of 32.1797 million yuan [1] - Year-to-date, Oriental Garden's stock price has increased by 23.40%, but it has declined by 7.94% in the last five trading days [1] Group 2 - As of September 30, the number of shareholders for Oriental Garden has increased to 77,400, a rise of 3.69%, while the average circulating shares per person decreased by 3.56% to 54,283 shares [2] - For the period from January to September 2025, Oriental Garden reported an operating income of 156 million yuan, a significant decrease of 77.18% year-on-year, while the net profit attributable to the parent company was -2.0659 million yuan, showing a growth of 99.91% year-on-year [2] Group 3 - Since its A-share listing, Oriental Garden has distributed a total of 813 million yuan in dividends, but there have been no dividend distributions in the past three years [3]
阳光慧碳周文闻:人工智能数据中心催生绿色电力需求
Zhong Zheng Wang· 2025-12-23 01:01
"我们在这些数据中心机房的能源管理和冷热系统上大量使用了AI的能力,配合储能等关键电力电子转 换设备,通过算法来寻找机房内部能源分配和冷热分配的最优解。在国际市场方面,我们也在欧洲积极 布局相关场景。"周文闻说。 周文闻表示,人工智能数据中心相比于传统数据中心的能源消耗成倍数增长,对能源设备的功率密度、 散热方式也有更高要求。随着人工智能数据中心的高速发展,对电力供应的要求将转向更为安全、经济 和绿色。 中证报中证网讯(记者郑萃颖)近日,阳光电源(300274)旗下零碳解决方案提供商阳光慧碳总裁周文闻 接受中国证券报采访时谈到,阳光慧碳今年推出的iCarbon for AIDC(人工智能数据中心)场景解决方案目 前已在华南、华东等地的人工智能数据中心开始陆续使用,目标是通过AI技术来让数据中心运营过程 更绿色。 ...
龙源电力涨0.40%,成交额4999.97万元,近3日主力净流入8.51万
Xin Lang Cai Jing· 2025-12-22 08:03
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 12月22日,龙源电力涨0.40%,成交额4999.97万元,换手率0.07%,总市值1272.36亿元。 异动分析 绿色电力+抽水蓄能+新疆振兴+风电 1、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。 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。 资金分析 分红方面,龙源电力A股上市后累计派现68.14亿元。近三年,累计派现55.82亿元。 技术面:筹码平均交易成本为16.67元 该股筹码平均交易成本为16.67元,近期筹码减仓,但减仓程度减缓;目前股价靠近压力位15.25,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,龙源电力 ...
昱能科技跌0.26%,成交额6635.07万元,近3日主力净流入514.27万
Xin Lang Cai Jing· 2025-12-22 08:03
Core Viewpoint - The company, YN Technology, focuses on the photovoltaic power generation sector, particularly in distributed photovoltaic systems, and has seen a significant impact from the depreciation of the RMB and the development of green energy initiatives [2][4]. Company Overview - YN Technology, established on March 24, 2010, and listed on June 8, 2022, is located in Jiaxing, Zhejiang Province. The company specializes in the research, production, and sales of component-level power electronic devices for distributed photovoltaic power generation systems [8]. - The main revenue components include micro-inverters and energy communication products (54.95%), commercial energy storage systems (29.14%), intelligent control disconnectors (8.94%), and others (3.89%) [8]. Business Operations - The company has developed a comprehensive product line in energy storage, including portable, household, and commercial energy storage systems, with its single-phase household energy storage series already in mass production and sold in Europe and the United States [2]. - YN Technology's distributed photovoltaic power station business utilizes self-developed energy storage products and provides a full-process solution from hardware to software, targeting high-energy consumption commercial scenarios [3]. Financial Performance - As of September 30, the company reported a revenue of 943 million yuan for the first nine months of 2025, a year-on-year decrease of 38.48%, and a net profit attributable to shareholders of 66.48 million yuan, down 55.52% year-on-year [9]. - The company's overseas revenue accounted for 66.03% of total revenue, benefiting from the depreciation of the RMB [4]. Market Activity - On December 22, the stock price of YN Technology decreased by 0.26%, with a trading volume of 66.35 million yuan and a market capitalization of 7.947 billion yuan [1]. - The main net inflow of funds today was 5.735 million yuan, with the stock showing no significant trend in main capital movement [5][6].
中环环保跌2.00%,成交额3668.85万元,主力资金净流出289.65万元
Xin Lang Zheng Quan· 2025-12-22 02:36
12月22日,中环环保盘中下跌2.00%,截至10:29,报8.33元/股,成交3668.85万元,换手率1.06%,总市 值38.35亿元。 资料显示,安徽中环环保科技股份有限公司位于安徽省合肥市包河区大连路1120号中辰未来港B1座22- 23楼,成立日期2011年12月14日,上市日期2017年8月21日,公司主营业务涉及从事污水处理业务及环 境工程业务,可提供包括污水处理相关技术工艺和产品的研究开发、设计咨询、工程建设、投资与运营 等全系统服务。垃圾焚烧发电。主营业务收入构成为:投资运营服务81.34%,工程承包服务18.58%, 其他(补充)0.08%。 中环环保所属申万行业为:环保-环境治理-水务及水治理。所属概念板块包括:太阳能、节能环保、绿 色电力、QFII持股、污水处理等。 截至9月30日,中环环保股东户数1.79万,较上期减少2.14%;人均流通股21097股,较上期增加2.81%。 2025年1月-9月,中环环保实现营业收入7.21亿元,同比增长2.99%;归母净利润8460.05万元,同比增长 13.84%。 分红方面,中环环保A股上市后累计派现1.11亿元。近三年,累计派现5011. ...
我省将开展零碳园区建设
Xin Lang Cai Jing· 2025-12-21 17:39
Core Viewpoint - The Hainan Free Trade Port is set to advance the construction of zero-carbon parks through a structured and phased approach, focusing on low-carbon and zero-carbon transformations in various parks [1] Group 1: Zero-Carbon Energy System - The key task is to establish a new zero-carbon energy system by integrating parks with surrounding renewable energy sources such as wind, solar, biomass, and nuclear energy [1] - The initiative promotes the development of green electricity supply models and encourages participation in green certificate trading [1] - The implementation of smart microgrids is aimed at enhancing the flexibility and resilience of park distribution networks [1] Group 2: Industrial Decarbonization - Support for parks to engage in advanced technology research and demonstration projects in areas like CCUS, new materials, and future energy [2] - Encouragement for traditional industries to undergo green low-carbon transformations, including electrification and energy-efficient factory construction [2] - The establishment of a circular economy system within parks to optimize resource utilization and promote recycling of industrial waste [2] Group 3: Building Decarbonization - New buildings in parks are to be designed and constructed according to ultra-low energy, near-zero energy, or green building standards [2] - Existing buildings will undergo energy-saving retrofits, with a focus on enhancing electrification levels [2] - Adoption of technologies such as centralized cooling and heat recovery systems to reduce operational costs and carbon emissions [2] Group 4: Transportation Decarbonization - Upgrading green transportation infrastructure within parks, including charging stations and hydrogen refueling stations [3] - Promotion of green transport methods, including the use of new energy trucks and logistics vehicles [3] - Encouragement of interactive technology applications between vehicles and the grid [3] Group 5: Carbon Management Systems - Development of an energy and carbon emission management platform to monitor and optimize energy use in parks [3] - Support for carbon footprint accounting and resource utilization efficiency [3] - Encouragement for various stakeholders to participate in the construction of zero-carbon parks [3] Group 6: Financial and Policy Support - The provincial development and reform commission will coordinate efforts to enhance support for zero-carbon parks [4] - Local governments are tasked with establishing mechanisms to ensure the implementation of zero-carbon park initiatives [4] - Financial support will be sought from various sources, including central budget investments and green financing options [4]
【新华财经】机构年会:绿色电力将改变工业生产底层逻辑
Xin Hua Cai Jing· 2025-12-21 17:27
我国在全球大宗商品生产中已占据举足轻重的地位,工业生产的底层逻辑正发生根本性改变,经济增长 空间在高度和宽度上将各有侧重。20日在上海召开的"2026钢铁市场展望暨'我的钢铁'年会"上,业内专 家认为,在中国经济增长的新格局下,识别、培育并利用好增长优势尤为重要。 上海钢联电子商务股份有限公司董事长朱军红认为,回望过去,中国的重化行业取得了举世瞩目的成 就。如今,我国在全球大宗商品生产中已占据举足轻重的地位。传统"高能耗、高物耗"的发展模式已接 近增长极限,行业转型势在必行。在此背景下,能源转型成为行业破局的历史性机遇。 据国家能源局预测,到2035年我国风电和光伏总装机容量预计将达36亿千瓦,未来十年新增潜力达19亿 千瓦。随着这一进程的不断推进,电力将逐步成为一种供应充裕、边际成本极低的基础生产要素。通过 电力多元转换技术,丰富的绿色电力可进一步转化为氢、氨等能源载体或工业原材料,为突破资源与环 境约束、实现可持续发展开辟广阔前景。 他认为,在这一过程中,工业生产的底层逻辑将发生根本性改变。氢气将作为工业还原剂和化工原料, 推动钢铁等多行业实现生产方式变革:钢铁行业中,氢气直接还原铁技术将替代传统高炉流程 ...
机构年会:绿色电力将改变工业生产底层逻辑
Xin Hua Cai Jing· 2025-12-21 03:05
据国家能源局预测,到2035年我国风电和光伏总装机容量预计将达36亿千瓦,未来十年新增潜力达19亿 千瓦。随着这一进程的不断推进,电力将逐步成为一种供应充裕、边际成本极低的基础生产要素。通过 电力多元转换技术,丰富的绿色电力可进一步转化为氢、氨等能源载体或工业原材料,为突破资源与环 境约束、实现可持续发展开辟广阔前景。 新华财经上海12月21日电(记者 李荣)我国在全球大宗商品生产中已占据举足轻重的地位,工业生产 的底层逻辑正发生根本性改变,经济增长空间在高度和宽度上将各有侧重。20日在上海召开的"2026钢 铁市场展望暨'我的钢铁'年会"上,业内专家认为,在中国经济增长的新格局下,识别、培育并利用好 增长优势尤为重要。 上海钢联电子商务股份有限公司董事长朱军红认为,回望过去,中国的重化行业取得了举世瞩目的成 就。如今,我国在全球大宗商品生产中已占据举足轻重的地位。传统"高能耗、高物耗"的发展模式已接 近增长极限,行业转型势在必行。在此背景下,能源转型成为行业破局的历史性机遇。 他认为,经济增长空间可以理解为高度和宽度。高度决定了可能达到的增长速度,宽度决定了实际能够 实现的增长速度。目前国内相对于"高度"来 ...
益美国际控股(01870.HK)完成配售3000万股 净筹1610万港元用于潜在绿电项目
Ge Long Hui· 2025-12-19 10:29
格隆汇12月19日丨益美国际控股(01870.HK)宣布,配售协议所载的所有先决条件均已获达成,且配售事 项已根据其条款及条件于2025年12月19日完成。合共3000万股配售股份,相当于(i)紧接配售事项完成前 公司已发行股本约3.04%;及(ii)截至本公告日期,经配发及发行所有配售股份扩大後公司已发行股本约 2.95%,已按配售价每股配售股份0.55港元成功配发及发行予不少于六名独立承配人。 配售事项之所得款项总额为1650万港元,而所得款项净额约为1610万港元。董事会拟以下列方式动用配 售事项之现金所得款项净额:(a)其中配售事项所得款项净额约640万港元或40%用于发展电力交易业务 及于中国的其他相关潜在绿色电力能源项目;及(b)其中配售事项所得款项净额约970万港元或约60%用 作为维持集团的一般营运资金,包括但不限于支付专业费用、员工薪金、办公室租金、水电及其他开 支。 ...