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龙源电力涨0.51%,成交额8821.10万元,近3日主力净流入-369.19万
Xin Lang Cai Jing· 2025-11-11 07:49
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 power 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 is involved in the design, development, construction, management, and operation of wind farms [3] - As of September 30, the company has an operational wind power installed capacity of 1.5908 million kilowatts in Xinjiang [4] Financial Performance - For the period from January to September 2025, Longyuan Power achieved an operating income 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 [9] - 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 [10] Shareholder Structure - As of September 30, 2025, the number of shareholders of Longyuan Power is 34,200, a decrease of 16.42% from the previous period [9] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders reducing their holdings [11]
晨丰科技跌2.04%,成交额2843.71万元,主力资金净流出239.95万元
Xin Lang Zheng Quan· 2025-11-11 05:10
截至9月30日,晨丰科技股东户数7570.00,较上期减少33.68%;人均流通股23432股,较上期增加 58.25%。2025年1月-9月,晨丰科技实现营业收入8.74亿元,同比减少5.89%;归母净利润2446.87万元, 同比增长75.05%。 分红方面,晨丰科技A股上市后累计派现2.01亿元。近三年,累计派现2906.91万元。 机构持仓方面,截止2025年9月30日,晨丰科技十大流通股东中,华夏远见成长一年持有混合A (016250)位居第八大流通股东,持股267.28万股,为新进股东。华夏行业景气混合A(003567)位居 第十大流通股东,持股177.48万股,为新进股东。 责任编辑:小浪快报 资金流向方面,主力资金净流出239.95万元,特大单买入0.00元,占比0.00%,卖出101.52万元,占比 3.57%;大单买入479.91万元,占比16.88%,卖出618.34万元,占比21.74%。 晨丰科技今年以来股价涨71.80%,近5个交易日跌0.39%,近20日涨18.07%,近60日涨28.44%。 资料显示,浙江晨丰科技股份有限公司位于浙江省嘉兴市海宁市盐官镇园区四路10号,成立日期 ...
豫能控股跌2.08%,成交额7479.29万元,主力资金净流出865.08万元
Xin Lang Cai Jing· 2025-11-11 02:45
截至9月30日,豫能控股股东户数6.64万,较上期增加9.70%;人均流通股22968股,较上期减少8.84%。 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%。 分红方面,豫能控股A股上市后累计派现4.47亿元。近三年,累计派现0.00元。 资金流向方面,主力资金净流出865.08万元,特大单买入117.46万元,占比1.57%,卖出275.43万元,占 比3.68%;大单买入1152.31万元,占比15.41%,卖出1859.42万元,占比24.86%。 豫能控股今年以来股价涨47.23%,近5个交易日涨2.17%,近20日涨3.38%,近60日涨8.53%。 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座24-26层, 成立日期1997年11月25日,上市日期1998年1月22日, ...
大唐发电跌2.08%,成交额1.70亿元,主力资金净流出3741.57万元
Xin Lang Cai Jing· 2025-11-11 02:29
Core Viewpoint - Datang Power's stock price has experienced fluctuations, with a recent decline of 2.08%, while the company has shown a year-to-date increase of 34.86% in stock price [1][2]. Financial Performance - For the period from January to September 2025, Datang Power reported operating revenue of 893.45 billion, a year-on-year decrease of 1.80%, while net profit attributable to shareholders increased by 51.54% to 67.12 billion [2]. - Cumulative cash dividends since the A-share listing amount to 224.60 billion, with 18.25 billion distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 196,400, reflecting a rise of 21.51% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3].
西昌电力跌2.04%,成交额7282.94万元,主力资金净流出584.96万元
Xin Lang Cai Jing· 2025-11-11 02:29
Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Xichang Electric Power, indicating a decline in stock price and a mixed trend in trading volume [1] - As of November 11, Xichang Electric Power's stock price was 14.37 yuan per share, with a market capitalization of 5.239 billion yuan [1] - The company has experienced a year-to-date stock price increase of 18.96%, with a slight increase of 1.77% over the last five trading days [1] Group 2 - Xichang Electric Power, established on June 18, 1994, primarily engages in the production and development of electric power products, with 95.98% of its revenue coming from the hydropower sector [2] - As of September 30, the company reported a revenue of 1.147 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 9.04% [2] - The company has distributed a total of 250 million yuan in dividends since its A-share listing, with 25.52 million yuan distributed over the past three years [2]
上海电力涨2.10%,成交额7.38亿元,主力资金净流入2885.72万元
Xin Lang Cai Jing· 2025-11-11 02:17
11月11日,上海电力盘中上涨2.10%,截至09:52,报28.73元/股,成交7.38亿元,换手率0.92%,总市值 810.53亿元。 资金流向方面,主力资金净流入2885.72万元,特大单买入1.13亿元,占比15.33%,卖出6837.51万元, 占比9.27%;大单买入1.78亿元,占比24.19%,卖出1.94亿元,占比26.34%。 上海电力今年以来股价涨223.17%,近5个交易日跌0.14%,近20日涨30.41%,近60日涨173.36%。 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:央企改革、绿色电力、清洁 能源、超超临界发电、海上风电等。 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,截止 ...
梅雁吉祥跌2.07%,成交额1.67亿元,主力资金净流出1473.61万元
Xin Lang Cai Jing· 2025-11-11 02:14
Core Viewpoint - The stock of Guangdong Meiyanjiasheng Hydropower Co., Ltd. has experienced fluctuations, with a recent decline of 2.07% and a year-to-date increase of 33.47% [1][2] Group 1: Stock Performance - As of November 11, the stock price is 3.31 CNY per share, with a trading volume of 1.67 billion CNY and a turnover rate of 2.64%, resulting in a total market capitalization of 6.283 billion CNY [1] - The stock has seen a net outflow of 14.736 million CNY from main funds, with significant selling activity [1] - Year-to-date, the stock has risen by 33.47%, with a recent 5-day increase of 11.82% and a 20-day decrease of 0.60% [1] Group 2: Company Overview - Guangdong Meiyanjiasheng Hydropower Co., Ltd. was established on January 1, 1993, and listed on September 12, 1994, primarily engaged in electricity production and manufacturing [2] - The revenue composition includes hydropower generation (61.89%), geographic data surveying (14.77%), biogas power generation and natural gas purification/sales (8.85%), and other segments [2] - As of September 30, the company had 202,800 shareholders, a decrease of 4.60%, with an average of 9,360 circulating shares per shareholder, an increase of 4.82% [2] Group 3: Financial Performance - For the period from January to September 2025, the company reported revenue of 207 million CNY, a year-on-year decrease of 18.54%, and a net profit attributable to shareholders of -30.8486 million CNY, a decrease of 365.34% [2] - The company has distributed a total of 468 million CNY in dividends since its A-share listing, with 18.9815 million CNY distributed over the past three years [3] Group 4: Shareholding Structure - As of September 30, 2025, Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 8.4998 million shares as a new shareholder [3]
华银电力跌2.11%,成交额2.49亿元,主力资金净流出2946.92万元
Xin Lang Cai Jing· 2025-11-11 02:14
Core Viewpoint - Huayin Power's stock price has shown significant volatility, with a year-to-date increase of 123.47%, but recent trading indicates a decline in the short term [1][2]. Company Overview - Huayin Power, established on March 22, 1993, and listed on September 5, 1996, is primarily engaged in thermal power generation, with additional operations in hydropower, wind power, solar energy, and electricity sales. The main revenue source is electricity sales, accounting for 97.53% of total revenue [1][2]. Financial Performance - For the period from January to September 2025, Huayin Power reported a revenue of 6.362 billion yuan, representing a year-on-year growth of 3.23%. The net profit attributable to shareholders was 357 million yuan, showing a remarkable increase of 954.94% compared to the previous year [2][3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 193,200, up by 13.84%. The average number of circulating shares per shareholder decreased by 12.16% to 10,512 shares [2]. Dividend History - Since its A-share listing, Huayin Power has distributed a total of 403 million yuan in dividends, with no dividends paid in the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 23.6676 million shares, an increase of 10.223 million shares from the previous period. Additionally, Guangfa CSI All-Share Power ETF is the sixth-largest circulating shareholder, holding 4.5251 million shares, up by 288,800 shares [3].
【公募基金】板块高低切换,从算力到电力——公募基金权益指数跟踪周报(2025.11.03-2025.11.07)
华宝财富魔方· 2025-11-10 09:13
Market Overview - The A-share market exhibited a volatile pattern from November 3 to November 7, 2025, with value style outperforming growth style. The Shanghai Composite Index rose by 1.08%, while the ChiNext Index increased by 0.65% [3][17] - The market is currently experiencing a lack of earnings data catalysts for the fourth quarter, compounded by high volatility in the US AI sector, leading to a desensitization to positive news [3][17] - There are clear signs of a style switch in the market, with the power grid and energy storage industry chains becoming focal points for capital [3][17] Technology Sector Insights - AI is positioned as a strategic core industry in the US, with expected strengthening of ties between the government and cloud service providers. However, the industry's short-term revenue realization capability is limited [4][19] - Domestic cloud service providers are facing challenges due to difficulties in obtaining advanced chips, leading to a noticeable slowdown in capital expenditure growth in the second and third quarters [4][20] - A recent policy directive from the State Council emphasizes the integration of digital and real economies, providing long-term policy support for AI, smart manufacturing, and new energy sectors [4][20] Energy Sector Insights - The global AI industry competition is currently dominated by the US and China, with China's main challenge being breakthroughs in advanced chip processes, while the US faces energy infrastructure bottlenecks [4][21] - The energy logic, particularly regarding power security, is unlikely to be invalidated in the short term, and the new energy sector is expected to become a key market focus [4][21] - Although the new energy sector lacks strong performance support in the short term, it has a more transparent supply-demand and price tracking system compared to previous themes, leading to higher certainty in profit realization next year [4][21] Public Fund Market Dynamics - New fund issuance is showing signs of recovery, with "sunshine funds" reappearing. Notably, the 富国兴和基金 raised over 30 billion yuan, reaching its fundraising cap and ending early [5][22] Active Equity Fund Index Performance - The Active Equity Fund Selection Index rose by 0.72% last week, achieving a cumulative excess return of 13.78% since inception [6][23] - The Value Equity Fund Selection Index increased by 1.29%, with a cumulative excess return of 2.45% since inception [7][23] - The Balanced Equity Fund Selection Index rose by 0.66%, with a cumulative excess return of 8.47% since inception [8][23] - The Growth Equity Fund Selection Index saw a modest increase of 0.16%, with a cumulative excess return of 12.837% since inception [9][23] - The Pharmaceutical Equity Fund Selection Index fell by 4.77%, but has a cumulative excess return of 19.76% since inception [10][23] - The Consumer Equity Fund Selection Index decreased by 2.11%, with a cumulative excess return of 20.22% since inception [11][23] - The Technology Equity Fund Selection Index rose by 0.75%, achieving a cumulative excess return of 18.41% since inception [12][23] - The High-end Manufacturing Equity Fund Selection Index increased by 1.23%, but has a cumulative excess return of -2.57% since inception [14][23] - The Cyclical Equity Fund Selection Index fell by 0.25%, with a cumulative excess return of -2.87% since inception [15][23]
华电辽能涨2.15%,成交额7015.49万元,主力资金净流入85.59万元
Xin Lang Cai Jing· 2025-11-10 06:24
Core Viewpoint - The stock of Huadian Liaoning Energy has shown a significant increase in price and trading activity, indicating potential investor interest and market dynamics [1][2]. Company Performance - As of November 10, Huadian Liaoning Energy's stock price rose by 2.15% to 3.32 CNY per share, with a total market capitalization of 4.889 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 20.29%, with a 3.75% rise over the last five trading days and a 2.47% increase over the last twenty days, although it has seen a decline of 4.32% over the last sixty days [1]. - For the period from January to September 2025, the company reported a revenue of 3.068 billion CNY, a year-on-year decrease of 1.72%, and a net profit attributable to shareholders of 3.3242 million CNY, down 86.27% year-on-year [2]. Shareholder Information - As of September 30, the number of shareholders for Huadian Liaoning Energy increased to 64,300, reflecting a 3.63% rise, while the average circulating shares per person decreased by 3.50% to 22,898 shares [2]. Dividend Information - Since its A-share listing, Huadian Liaoning Energy has distributed a total of 328 million CNY in dividends, with no dividends paid in the last three years [3].