据交易所数据显示， 协鑫能科连续两个交易日涨停，晋级2连板。该股今日于10时43分封涨停，成交额 18.31亿元，换手率8.71%。金融界App AI线索挖掘：近期 算力租赁概念受政策推动延续活跃，工信部 组织开展国家算力互联互通节点建设工作；同时，虚拟电厂相关政策加速落地，国家明确其为新型能源 体系关键灵活性资源，协鑫能科在虚拟电厂领域布局多年，拥有"聚星"虚拟电厂平台及规模化可调用资 源，积累了用户侧运营经验，相关业务与政策导向契合。 风险提示：连板股波动剧烈，注意追高风 险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

省人大代表唐印为企业降本增效建言献策 针对调研中发现的情况，唐印建议，可以构建全链条电力成本管控体系，打造全国特色绿电成本洼地， 让绿电成为产业高质量发展的强劲引擎。 "首先解决'枯水期'用电问题，可以加快新疆—四川特高压直流工程建设，引入西北风光火等互补电 力，破解枯水期电力缺口。"唐印说，同时建议在成都、眉山、德阳、宜宾等负荷中心的材料及化工园 区内布局燃气调峰电站，大力发展用电大户储能，替代枯水期高成本煤电，探索"水风光储能"一体化基 地建设。 结合目前新能源上网电价实际情况，唐印认为可以让所有新能源（含存量）进入市场，取消新能源固定 价格机制，所有新能源上网电价随电力市场价格波动。并动态优化丰枯峰谷电价，将枯水期峰谷价差扩 大至3：1，并执行差价结算机制。 此外，唐印认为，相关部门还可以联合园区，出台园区综合能源服务专项政策，对建设分布式光伏、储 能的工业企业给予投资补贴和容量电费减免，支持发展"虚拟电厂+负荷聚合商"，整合园区资源参与市 场调节，降低企业用电成本。同时联合云南、西藏等地深化跨区域协作，平抑电力季节波动。 华西都市报-封面新闻记者 罗石芊 今年省两会上，不少工商界的代表们提到了一个问题 ...

Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy enterprises (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and profit models related to source-grid-load-storage and microgrids [3][4] Group 4: Development Directions - The training will discuss the differences and connections between green electricity direct connection and source-grid-load-storage [4] - It will also cover the application of microgrids in zero-carbon parks and provide guidelines for industrial green microgrid construction [4] Group 5: Training Fees - The training fee is set at 3,900 yuan per person, which includes the training cost, while transportation and accommodation are self-managed [4]

Core Insights - The article discusses the development of a virtual power plant platform by Yongfu Co., which integrates distributed energy resources into a smart, cloud-based energy management system [1][2][4] Group 1: Strategic Layout - Yongfu Co. is transitioning from traditional power construction services to energy platform operations, with the virtual power plant as a core component of this strategy [2] - The platform utilizes the "Yongfu Cloud" energy big data platform, featuring a "cloud-edge-end" collaborative technical architecture that encompasses monitoring, forecasting, control, and trading functions [2][3] - Yongfu Co. leverages its comprehensive industry experience to provide integrated solutions that combine technology and practical application, distinguishing itself from competitors [2] Group 2: Business Model - The platform offers diverse cooperation models, including SaaS subscriptions, joint operations, and asset management, with innovative light-asset solutions for overseas markets [3] - By the end of 2025, the platform aims to establish demonstration projects in regions like Fujian, Jiangsu, and Guangdong, and has already implemented a large-scale energy project in Indonesia [3] Group 3: Collaborative Development - The virtual power plant is a key digital link that connects Yongfu Co.'s green electricity development, energy storage, and smart operations [4] - In a specific project, the platform successfully integrated wind, solar, and storage resources, achieving over 90% self-sufficiency in green electricity and generating more than 500 million kilowatt-hours annually [4] Group 4: Market Operation - Yongfu Co. has developed a multi-revenue model that includes demand response, spot trading, and ancillary services, allowing the virtual power plant to operate independently in the market [5][6] - The platform has successfully implemented services such as demand response and electricity trading in regions with advanced market reforms, helping users reduce costs and achieve zero-carbon goals [6] Group 5: Future Outlook - Yongfu Co. plans to enhance the virtual power plant platform by focusing on AI-driven decision-making, cross-domain collaborative operations, and carbon-electric coupling trading [7] - The company envisions the platform as an open and intelligent "new power system operating system," fostering collaboration among developers, energy service providers, and users [7][8]

Core Viewpoint - The company, Nanwang Energy Storage, is actively developing virtual power plant technology and has established a platform that integrates with power trading platforms in Guangzhou and Shenzhen, although its impact on revenue is currently minimal [1] Group 1: Company Overview - Nanwang Energy Storage is a subsidiary of the Southern Power Grid and focuses on pumped storage, new energy storage, and peak-shaving hydropower [1] - The company has obtained qualifications as a virtual power plant operator [1] Group 2: Business Development - The virtual power plant business is still in its early stages and has a limited effect on the company's revenue [1] - The company has completed the integration of its virtual power plant platform with local power trading platforms [1]

Investment Rating - The report maintains a "Recommendation" rating for the environmental and public utility sector [2] Core Insights - The environmental and public utility sectors experienced declines, with the environmental index down 2.78% and the public utility index down 1.66%, indicating a larger drop compared to the overall market [6] - The report highlights the establishment of a reliable capacity compensation mechanism for power generation, which aims to ensure fair compensation based on reliable capacity without differentiating between unit types [10] - The report suggests focusing on investment opportunities in the power sector, particularly recommending undervalued companies such as Anhui Energy and Huaneng International, while also highlighting long-term prospects for China Resources Power and other firms [6] Summary by Sections Key Event Interpretations - The National Development and Reform Commission and the National Energy Administration issued a notice to improve the capacity price mechanism, proposing a reliable capacity compensation mechanism based on reliable capacity as a standard [10] - The State Administration of Energy Management encourages the exploration of carbon asset trading and virtual power plants, promoting energy-saving renovations in public institutions [14] Weekly Market Review - Both the environmental and public utility sectors saw declines, with the environmental sector up 5.94% year-to-date, outperforming the CSI 300 and ChiNext indices [15] - The report notes specific stock performances within the environmental and power sectors, highlighting both top gainers and losers [23][26][27] Key Industry Data Tracking - As of January 30, 2026, the price of Qinhuangdao 5500 kcal thermal coal remained stable at 695 CNY/ton, while the price of Indonesian thermal coal at Guangzhou Port was 515 CNY/ton [29] - The report tracks water levels and storage in key reservoirs, noting changes in inflow and outflow rates [31] - LNG prices increased, with the import price at 12.10 CNY/million BTU and domestic ex-factory price at 4045 CNY/ton [42] Industry Key Events - The report outlines significant events in the power market, including various regulatory updates and proposals for long-term market implementation [56][58] - It also discusses developments in the dual-carbon market, emphasizing the promotion of carbon neutrality in large-scale events and the management of fixed asset investment projects [60] Upcoming Events Reminder - The report lists important upcoming announcements from companies in the environmental and power sectors, including stock circulation and equity incentive plans [61]

Core Viewpoint - Wan Sheng Intelligent (300882.SZ) primarily focuses on smart meters and electricity information collection systems, which are widely used in smart grids, charging piles, and virtual power plants for energy measurement and data collection [1] Group 1 - The company's main products include smart meters and electricity information collection systems [1] - These products are applied in various sectors such as smart grids, charging piles, and virtual power plants [1] - Currently, the company's business scope does not extend to commercial aerospace or satellite communication technologies [1]

Investment Rating - The report provides a "Buy" rating for several key stocks in the financial and manufacturing sectors, including China Resources Land and Beike-W [15][18][20][21]. Core Insights - The macroeconomic environment shows a continuation of strong supply and weak demand characteristics, with short-term growth pressure remaining manageable [9]. - The real estate sector is experiencing a valuation recovery opportunity for quality developers due to a resonance between fundamentals and policies [10]. - The banking sector is witnessing a recovery from oversold conditions, with stock prices rebounding ahead of improvements in the funding environment [20]. - The non-bank financial sector is expected to benefit from policy-driven high-quality development, with a focus on high-performing stocks [22]. - The new energy sector has established a bottom line, with attention on marginal changes in new technologies [25]. - The machinery sector is gaining order resilience from overseas solar expansion and new business developments, while space solar technology opens growth opportunities [31]. - The environmental sector is focusing on carbon neutrality opportunities, with overseas expansion and metal prices providing elasticity [33]. Summary by Sections Real Estate - The sector is expected to face challenges in 2026, but recent policy easing and improved second-hand housing sales indicate a potential recovery [14]. - China Resources Land is highlighted as a leading developer with strong operational capabilities and a solid financial position, projected to achieve a net profit of 26.2 billion, 27 billion, and 28.2 billion from 2025 to 2027 [15]. Banking - Nanjing Bank is recommended due to its expected double-digit revenue growth in 2025, driven by stable asset quality and improved net interest margins [21]. Non-Bank Financials - New China Life Insurance is noted for its high elasticity and potential for improved returns on equity, with projected intrinsic values of 292.1 billion and 329.0 billion for 2025 and 2026, respectively [24]. New Energy - The storage sector is expected to see demand stability supported by national capacity pricing, while lithium battery technology is anticipated to rebound with improved economic conditions [25]. - JunDa Co. is recognized for its strategic partnerships and potential growth in the space solar sector, with projected profits increasing significantly by 2027 [27]. Machinery - The machinery sector is benefiting from overseas solar project expansions, with companies like DiEr Laser positioned to capitalize on new technologies and increased order volumes [31][32]. Environmental - Weiming Environmental is highlighted for its potential in the Indonesian waste-to-energy market, with expected project launches in early 2026 [39]. - The company is projected to achieve net profits of 2.88 billion and 3.44 billion in 2025 and 2026, respectively [39]. Light Industry - The light industry is seeing a rebound in export-driven companies, with a focus on quality stocks that can leverage cost efficiencies and supply chain advantages [43]. Military Industry - The military sector is expected to benefit from the transition of military technology to civilian applications and increased military trade, with key recommendations including Aviation Power and AVIC Xi'an Aircraft Industry [51][53].

电力及公用事业 分析师：陈拓 登记编码：S0730522100003 chentuo@ccnew.com 英国章鱼能源进军我国电力市场，建议以 哑铃策略配置电力资产 ——电力及公用事业行业月报 证券研究报告-行业月报 强于大市(维持) 发布日期：2026 年 02 月 04 日 投资要点： -5% -1% 4% 8% 13% 17% 22% 26% 2025.02 2025.06 2025.10 2026.02 电力及公用事业 沪深300 资料来源：中原证券，聚源 相关报告 《电力及公用事业行业月报：全球市值最大的 电力上市公司与谷歌开展 AI 合作》 2025-12-29 《电力及公用事业行业月报：充换电服务业以 及信息传输、软件和信息技术服务业用电量增 长较快》 2025-12-03 《电力及公用事业行业年度策略：关注稳定性 和股东回报》 2025-11-28 联系人：李智 ⚫ 行情回顾：1 月电力及公用事业指数表现强于市场。截至 2026 年 1 月 30 日，中信电力及公用事业指数 1 月上涨 2.76%，跑赢沪深 300 （1.65%）1.11 百分点。子行业方面，截至 2026 年 1 月 30 ...

电力及公用事业 分析师：陈拓 登记编码：S0730522100003 chentuo@ccnew.com 英国章鱼能源进军我国电力市场，建议以 哑铃策略配置电力资产 ——电力及公用事业行业月报 证券研究报告-行业月报 强于大市(维持) 发布日期：2026 年 02 月 04 日 投资要点： -5% -1% 4% 8% 13% 17% 22% 26% 2025.02 2025.06 2025.10 2026.02 电力及公用事业 沪深300 资料来源：中原证券，聚源 相关报告 《电力及公用事业行业月报：全球市值最大的 电力上市公司与谷歌开展 AI 合作》 2025-12-29 《电力及公用事业行业月报：充换电服务业以 及信息传输、软件和信息技术服务业用电量增 长较快》 2025-12-03 《电力及公用事业行业年度策略：关注稳定性 和股东回报》 2025-11-28 联系人：李智 ⚫ 行情回顾：1 月电力及公用事业指数表现强于市场。截至 2026 年 1 月 30 日，中信电力及公用事业指数 1 月上涨 2.76%，跑赢沪深 300 （1.65%）1.11 百分点。子行业方面，截至 2026 年 1 月 30 ...