Core Viewpoint - JinkoSolar's stock has shown significant volatility and growth, with a year-to-date increase of 39.28% and a recent surge of 15.43% over the past five trading days, indicating strong market interest and potential investment opportunities [1]. Financial Performance - For the period from January to September 2025, JinkoSolar reported a revenue of 3.122 billion yuan, a year-on-year decrease of 19.73%, while the net profit attributable to shareholders increased by 61.82% to 356 million yuan [2]. - The company has distributed a total of 319 million yuan in dividends since its A-share listing, with 161 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, JinkoSolar had 130,100 shareholders, an increase of 9.22% from the previous period, with an average of 27,448 circulating shares per shareholder, down by 8.44% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 39.258 million shares, an increase of 6.178 million shares from the previous period [3].

12月19日，晋控电力盘中上涨2.15%，截至11:06，报2.85元/股，成交4232.90万元，换手率0.52%，总市 值87.69亿元。 机构持仓方面，截止2025年9月30日，晋控电力十大流通股东中，香港中央结算有限公司位居第十大流 通股东，持股2025.88万股，相比上期减少82.64万股。 责任编辑：小浪快报 晋控电力所属申万行业为：公用事业-电力-火力发电。所属概念板块包括：绿色电力、碳中和、清洁能 源、国资改革、低价等。 截至11月30日，晋控电力股东户数11.41万，较上期增加1.28%；人均流通股25517股，较上期减少 1.27%。2025年1月-9月，晋控电力实现营业收入111.86亿元，同比减少5.82%；归母净利润3.15亿元，同 比增长203.02%。 分红方面，晋控电力A股上市后累计派现14.96亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流入148.71万元，特大单买入282.72万元，占比6.68%，卖出137.12万元，占 比3.24%；大单买入766.52万元，占比18.11%，卖出763.40万元，占比18.04%。 晋控电力今年以来股价涨12.65% ...

12月19日，上海电力盘中上涨2.04%，截至11:05，报19.49元/股，成交5.04亿元，换手率0.92%，总市值 549.85亿元。 资金流向方面，主力资金净流入2943.69万元，特大单买入4593.52万元，占比9.12%，卖出3580.47万 元，占比7.11%；大单买入1.18亿元，占比23.40%，卖出9855.09万元，占比19.57%。 上海电力今年以来股价涨119.24%，近5个交易日跌3.90%，近20日跌18.79%，近60日跌1.22%。 今年以来上海电力已经7次登上龙虎榜，最近一次登上龙虎榜为10月10日。 上海电力所属申万行业为：公用事业-电力-火力发电。所属概念板块包括：清洁能源、绿色电力、央企 改革、超超临界发电、证金汇金等。 截至9月30日，上海电力股东户数18.95万，较上期增加31.64%；人均流通股14884股，较上期减少 18.12%。2025年1月-9月，上海电力实现营业收入321.54亿元，同比减少1.26%；归母净利润30.50亿元， 同比增长24.04%。 分红方面，上海电力A股上市后累计派现68.21亿元。近三年，累计派现14.51亿元。 机构持仓方面 ...

分红方面，西昌电力A股上市后累计派现2.50亿元。近三年，累计派现2551.97万元。 12月19日，西昌电力盘中上涨2.05%，截至11:03，报12.97元/股，成交2965.97万元，换手率0.63%，总 市值47.28亿元。 机构持仓方面，截止2025年9月30日，西昌电力十大流通股东中，西部利得央企优选股票A（022164） 位居第十大流通股东，持股47.06万股，为新进股东。 资金流向方面，主力资金净流出38.84万元，大单买入308.37万元，占比10.40%，卖出347.21万元，占比 11.71%。 责任编辑：小浪快报 资料显示，四川西昌电力股份有限公司位于四川省西昌市胜利路66号，成立日期1994年6月18日，上市 日期2002年5月30日，公司主营业务涉及生产、开发电力产品及发、供、用设备,发电、供电、电力、电 子设计、安装、调试。电力科技开发、矿产品、金属材料。主营业务收入构成为：水电行业95.98%， 光伏新能源1.73%，电力工程1.54%，其他0.60%，工程设计0.15%。 西昌电力所属申万行业为：公用事业-电力-电能综合服务。所属概念板块包括：风能、光伏玻璃、海上 风电、太阳 ...

12月19日，豫能控股盘中上涨2.08%，截至10:09，报5.41元/股，成交4148.46万元，换手率0.51%，总市 值82.54亿元。 资金流向方面，主力资金净流入71.95万元，特大单买入445.13万元，占比10.73%，卖出823.05万元，占 比19.84%；大单买入838.22万元，占比20.21%，卖出388.35万元，占比9.36%。 豫能控股所属申万行业为：公用事业-电力-火力发电。所属概念板块包括：BIPV概念、碳中和、生物质 能、清洁能源、绿色电力等。 截至10月31日，豫能控股股东户数6.64万，较上期增加0.00%；人均流通股22968股，较上期增加 0.00%。2025年1月-9月，豫能控股实现营业收入86.66亿元，同比减少7.71%；归母净利润2.88亿元，同 比增长422.12%。 今年以来豫能控股已经2次登上龙虎榜，最近一次登上龙虎榜为7月21日，当日龙虎榜净买入50.40万 元；买入总计5791.02万元 ，占总成交额比8.21%；卖出总计5740.63万元 ，占总成交额比8.13%。 资料显示，河南豫能控股股份有限公司位于河南省郑州市金水区农业路东41号投资大厦A ...

12月19日，新筑股份盘中上涨2.19%，截至09:51，报6.06元/股，成交1532.52万元，换手率0.33%，总市 值46.61亿元。 新筑股份所属申万行业为：公用事业-电力-光伏发电。所属概念板块包括：PPP概念、西部开发、绿色 电力、并购重组、钒电池等。 截至12月10日，新筑股份股东户数2.85万，较上期减少1.14%；人均流通股26960股，较上期增加 1.16%。2025年1月-9月，新筑股份实现营业收入10.57亿元，同比减少36.97%；归母净利润-4229.18万 元，同比增长83.39%。 分红方面，新筑股份A股上市后累计派现1.24亿元。近三年，累计派现0.00元。 责任编辑：小浪快报 资金流向方面，主力资金净流入1.47万元，大单买入196.55万元，占比12.83%，卖出195.08万元，占比 12.73%。 新筑股份今年以来股价涨17.44%，近5个交易日涨1.68%，近20日跌2.10%，近60日跌12.17%。 今年以来新筑股份已经3次登上龙虎榜，最近一次登上龙虎榜为6月12日，当日龙虎榜净买入1688.18万 元；买入总计4161.38万元 ，占总成交额比13.62%； ...

来源：新浪证券-红岸工作室 12月16日，龙源电力跌0.98%，成交额8053.84万元，换手率0.11%，总市值1260.66亿元。 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。 (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-884.15万，占比0.11%，行业排名59/102，连续2日被主力资金减仓；所属行业主力净流 入-15.41亿，连续2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-884.15万-400.15万-491.59万-880.15万-2442.57万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2917.33万，占总成交额的7.51%。 技术面：筹码平均交易成本为16.69元 该股筹码平均交易成本为16.69元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近支撑位 14.97，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。 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 ...

Core Insights - China's renewable energy sector is experiencing a transformative leap, characterized by both quantitative and qualitative advancements, marking a new era of green electricity [1][2][10] Development Milestones - By 2025, China's wind and solar power installations are expected to reach approximately 370 million kilowatts, with a cumulative capacity exceeding 1.7 billion kilowatts, contributing about 22% to the total electricity consumption [3][4] - The average utilization rate of renewable energy in China remains stable at over 94%, indicating a balance between large-scale development and efficient consumption [4] Policy and Strategic Support - The Chinese government has prioritized the development of renewable and clean energy, implementing a series of strategic policies since the 14th Five-Year Plan to support rapid growth in this sector [5][6] Industry Infrastructure - China has established the world's largest and most complete renewable energy industry chain, with renewable energy generation accounting for 60% of total installed capacity [6][10] - The integration of renewable energy with traditional energy sources is being pursued, leading to a multi-energy complementary transformation [9] Systematic Upgrades - The development model of renewable energy is shifting from isolated advancements to a more integrated and collaborative approach, with large-scale wind and solar bases being developed in previously uninhabitable areas [7][8] - New energy storage solutions are being developed to enhance the flexibility of the power system, with a projected installed capacity of over 100 million kilowatts by 2025, accounting for more than 40% of the global total [8] Market Dynamics - The market for green certificates is expanding, with approximately 2.9 billion green certificates issued in 2025, reflecting a significant increase in market participation and value realization of green energy [9] Societal Impact - Renewable energy is becoming a part of daily life in China, with significant growth in electric vehicle charging infrastructure and distributed solar installations, enhancing the accessibility of clean energy [11][12] - The renewable energy sector is also contributing to ecological restoration and job creation, demonstrating a dual benefit for economic growth and environmental protection [12] Global Influence - China's renewable energy products are exported to over 200 countries, significantly contributing to global carbon reduction efforts, with the country accounting for over 70% of the world's solar components and 60% of wind power equipment [12]

Core Viewpoint - Longyuan Power Group Co., Ltd. is actively expanding its renewable energy projects, particularly in wind and solar power, while facing a decline in revenue and profit in recent financial results [2][8]. Company Overview - Longyuan Power's main business includes wind and solar power generation, with electricity and heat as its primary products [2]. - The company is involved in the design, development, construction, management, and operation of wind farms [3]. - As of September 30, the company had 3.42 million shareholders, a decrease of 16.42% from the previous period [8]. Recent Developments - Longyuan Power signed a framework agreement with the People's Government of Tieli City, Heilongjiang Province, to develop a 3.53 million kW renewable energy project, including a 3 million kW pumped storage project [2]. - The company has an operational wind power capacity of 1.5908 million kW in Xinjiang [3]. Financial Performance - For the period from January to September 2025, Longyuan Power reported a revenue of 22.221 billion yuan, a year-on-year decrease of 15.67%, and a net profit attributable to shareholders of 4.393 billion yuan, down 19.76% year-on-year [8]. - Since its A-share listing, the company has distributed a total of 5.978 billion yuan in dividends, with 4.746 billion yuan distributed over the past three years [9]. Shareholder and Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders reducing their holdings [10].

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][3] - The company has been actively involved in the national carbon market since its launch in 2021, facilitating diverse development in carbon trading [2] Financial Performance - As of September 30, Longyuan Power reported a revenue of 22.22 billion yuan, a year-on-year decrease of 15.67%, and a net profit attributable to shareholders of 4.39 billion yuan, down 19.76% year-on-year [8] - 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 [9] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 16.42% to 34,200, with an average of 0 circulating shares per person [8] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders reducing their holdings [9]