据德新社报道，与欧洲最大经济体德国放弃核电的立场不同，法国继续依靠核能来确保能源供应并 实现减排目标，已计划新建至少14座核反应堆。此外，法国还大力发展可再生能源，特别是海上风电。 （白涌泉） 报告称，随着故障检修和例行维护结束，法国各核电站陆续恢复正常运行，加上可再生能源产能持 续扩大，法国的低排放"绿色电力"出现盈余，且电价处于欧洲最低水平行列。这种电力产能过剩的局面 预期将持续两到三年。 法国输电网公司首席执行官格扎维埃·皮耶哈奇克对法国《费加罗报》说，与其他一些欧洲国家经 济决策受制于电力不足的情况不同，法国电力充裕有利于本国同时寻求新兴产业入驻、减少碳排放、建 设数据中心等目标。 新华社北京12月10日电 法国输电网公司(RTE)9日发布分析报告指出，今后几年法国发电量将继续 超过国内用电需求，可支持向德国等邻国出口电力，同时有助于本国加速能源转型。 ...

Core Viewpoint - Longyuan Power has signed a framework agreement for a 353 MW renewable energy project with the government of Tieli City, Heilongjiang Province, indicating a strategic move towards expanding its renewable energy portfolio [2]. Company Overview - Longyuan Power Group Co., Ltd. is primarily engaged in wind and solar power generation, with its main products being electricity and heat [2]. - The company focuses on the design, development, construction, management, and operation of wind farms [2]. - As of September 30, the company reported a revenue of 22.22 billion yuan, a year-on-year decrease of 15.67%, and a net profit of 4.39 billion yuan, down 19.76% year-on-year [8]. Financial Performance - 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]. - As of September 30, the number of shareholders decreased by 16.42% to 34,200, with an average of 0 circulating shares per person [8]. Market Activity - On December 8, Longyuan Power's stock fell by 0.38%, with a trading volume of 66.65 million yuan and a market capitalization of 130.91 billion yuan [1]. - The stock's average trading cost is 16.73 yuan, with a current support level at 15.54 yuan, indicating potential for a rebound if it holds above this level [6]. Institutional Holdings - As of September 30, the top ten circulating shareholders include Hong Kong Central Clearing Limited and various ETFs, with some shareholders reducing their holdings [10].

新华社北京12月8日电 《经济参考报》12月8日刊发记者程静采写的文章《科技引领 以智强网——南方 电网广西电网公司以科技创新推动高质量发展》。文章称，"阿度，预测近期全网最大负荷及出现时 段。"在南方电网广西电网公司，AI虚拟调度员精准研判电力供需走势，这是科技赋能电网智能化升级 的生动缩影。"十四五"以来，南方电网广西电网公司紧扣科技创新战略部署，推动多项关键技术从"跟 跑"到"领跑"，一场以"电力+人工智能"为核心的深刻变革正在重塑电网运行模式。 在南方电网广西北海供电局500千伏福成变电站，四足巡检机器人和运维人员协同作业，提高巡检效 率，确保电网安全稳定运行。马华斌 摄 从"跟跑"到"领跑" 关键核心技术不断突破 今年10月，位于广西南宁武鸣区的大容量钠离子储能电站完成二期扩容。升级后的系统采用新研发的 240安时钠离子储能电池，容量提升14%，系统成本降低近20%。 该储能电站核心技术由南方电网广西电网公司联合中科院物理所等单位自主研发，核心材料与系统集成 技术拥有完全自主知识产权。南方电网广西电网公司电力科学研究院专家唐彬介绍，该项目已获60项发 明专利，制定3项行业标准。 在量子计量前沿，今年 ...

2025年12月3日，电力、能源板块震荡上行，截至10:32，国证绿色电力指数上涨0.15%，成分股闽东电 力上涨10.02%，中闽能源上涨5.20%，华能国际上涨1.65%，甘肃能源上涨1.51%，申能股份上涨 1.35%。 国盛证券指出，近日国家发展改革委、国家能源局正式发布《关于促进新能源消纳和调控的指导意 见》，明确到2030年每年要实现2亿千瓦新能源的合理消纳，既明确了"十五五"新能源坚持规模化开发 目标，又作为纲领性政策重构新能源消纳与调控重点。 数据显示，截至2025年11月28日，国证绿色电力指数前十大权重股分别为三峡能源、长江电力、中国核 电、国投电力、上海电力、中国广核、川投能源、国电电力、华能国际、华能水电，前十大权重股合计 占比55.83%。 中邮证券表示，绿电和储能的价值有望先后得到重估，新能源作为绿色的波动性电源，其内在价值量应 减去"波动"的负外部性，并加上"绿色"的正外部性，绿色价值的重估有望稳定绿电综合收益。 场外投资者可通过对应的绿色电力ETF联接基金（017057）把握投资机会。 MACD金叉信号形成，这些股涨势不错！ 绿色电力ETF(159625)紧密跟踪国证绿色电力指 ...

国盛证券指出，近日国家发展改革委、国家能源局正式发布《关于促进新能源消纳和调控的指导意 见》，明确到2030年每年要实现2亿千瓦新能源的合理消纳，既明确了"十五五"新能源坚持规模化开发 目标，又作为纲领性政策重构新能源消纳与调控重点。 绿电ETF（159669）跟踪的是绿色电力指数（399438），该指数从中证全指样本中选取业务涉及水 电、风电、光伏及核电等清洁能源发电领域的上市公司证券作为指数样本，以反映绿色电力相关上市公 司证券的整体表现。指数成分股主要聚焦具备低碳属性的电力企业，兼具政策支持力度大、行业成长性 突出及市场防御性较强等特征。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或 ...

Core Viewpoint - The company, Shandong Sanyuan Biotechnology Co., Ltd., specializes in the research, production, and sales of erythritol and its compound products, benefiting from trends in sugar alternatives, synthetic biology, and green energy [2][7]. Group 1: Company Overview - The company was established on January 26, 2007, and went public on February 10, 2022 [7]. - Main business revenue composition includes sugar alcohols (88.22%), functional sugars (8.59%), and others (2.93%) [7]. - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating strong innovation capabilities and market share [2]. Group 2: Financial Performance - For the period from January to September 2025, the company reported revenue of 476 million yuan, a year-on-year decrease of 7.54%, and a net profit attributable to shareholders of 67.4 million yuan, down 16.80% year-on-year [7]. - Cumulative cash dividends since the company's A-share listing amount to 608 million yuan, with 473 million yuan distributed over the past three years [8]. Group 3: Market Position and Trends - The company benefits from a 69.27% share of overseas revenue, aided by the depreciation of the Renminbi [3]. - The company is involved in distributed photovoltaic power generation projects, which reduce reliance on traditional energy sources and lower greenhouse gas emissions [2]. Group 4: Stock Performance - As of December 1, the stock price increased by 0.29%, with a trading volume of 22.05 million yuan and a market capitalization of 5.606 billion yuan [1]. - The average trading cost of the stock is 29.42 yuan, with a current support level at 27.27 yuan [6].

Core Viewpoint - The company, Shandong Sanyuan Biotechnology Co., Ltd., is engaged in the research, production, and sales of erythritol and its compound products, benefiting from trends in sugar alternatives, synthetic biology, and green energy [2][7]. Group 1: Company Overview - The main products of the company include erythritol and compound sugars, with a revenue composition of 88.22% from sugar alcohols, 8.59% from functional sugars, 2.93% from other categories, and 0.26% from glycosides [7]. - The company was established on January 26, 2007, and went public on February 10, 2022 [7]. - As of November 20, the number of shareholders increased by 5.13% to 16,300, with an average of 7,977 circulating shares per person, a decrease of 4.88% [7]. Group 2: Financial Performance - For the period from January to September 2025, the company reported a revenue of 476 million yuan, a year-on-year decrease of 7.54%, and a net profit attributable to shareholders of 67.4 million yuan, down 16.80% year-on-year [7]. - The company has distributed a total of 608 million yuan in dividends since its A-share listing, with 473 million yuan distributed over the past three years [8]. Group 3: Market Position and Recognition - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies excelling in niche markets and possessing strong innovation capabilities [2]. - The company benefits from a significant overseas revenue share of 69.27%, aided by the depreciation of the Chinese yuan [3]. Group 4: Recent Market Activity - On November 28, the company's stock price increased by 0.11%, with a trading volume of 28.5 million yuan and a turnover rate of 0.79%, resulting in a total market capitalization of 5.59 billion yuan [1]. - The stock's average trading cost is 29.43 yuan, with the current price near a support level of 27.27 yuan [6].

Core Insights - Mingyang Smart Energy's stock price increased by 2.04% on November 28, reaching 13.51 CNY per share, with a total market capitalization of 30.688 billion CNY [1] - The company has seen a year-to-date stock price increase of 9.64%, with a recent 5-day increase of 3.45% and a 20-day decrease of 10.77% [1] Financial Performance - For the period from January to September 2025, Mingyang Smart Energy reported a revenue of 26.304 billion CNY, representing a year-on-year growth of 29.98% [2] - The net profit attributable to shareholders for the same period was 766 million CNY, showing a year-on-year decrease of 5.29% [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 129,300, up by 8.84% from the previous period [2] - The average number of tradable shares per shareholder decreased by 8.12% to 17,564 shares [2] - The company has distributed a total of 2.858 billion CNY in dividends since its A-share listing, with 1.999 billion CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 65.2801 million shares, a decrease of 3.1152 million shares from the previous period [3] - HSBC Jintrust Low Carbon Pioneer Stock A has exited the list of the top ten circulating shareholders [3]

Core Viewpoint - Huadian International's stock price has shown fluctuations, with a recent increase of 2.15%, while the company has experienced a year-to-date decline of 3.15% [1] Financial Performance - For the period from January to September 2025, Huadian International achieved a revenue of 95.872 billion, representing a year-on-year growth of 13.04%, and a net profit attributable to shareholders of 6.437 billion, which is a 24.84% increase compared to the previous year [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Huadian International reached 137,300, an increase of 9.79% from the previous period [2] - The company has distributed a total of 24.464 billion in dividends since its A-share listing, with 6.861 billion distributed over the last three years [3] Stock Market Activity - As of November 27, Huadian International's stock was trading at 5.22 per share, with a total market capitalization of 60.613 billion [1] - The stock has seen a net inflow of 48.5325 million in main funds, with significant buying activity from large orders [1] Business Overview - Huadian International, established on June 28, 1994, and listed on February 3, 2005, primarily engages in the construction and operation of power plants, with a revenue composition of 86.84% from power generation, 11.79% from heating, and minor contributions from coal sales and other activities [1]

Group 1 - The core viewpoint of the news is that Guotou Electric Power's stock has shown a slight increase recently, despite a year-to-date decline, indicating potential market interest and fluctuations in investor sentiment [1][2]. - As of November 27, Guotou Electric Power's stock price was 13.93 yuan per share, with a market capitalization of 111.5 billion yuan and a trading volume of 1.36 billion yuan [1]. - The company has experienced a year-to-date stock price decline of 13.82%, with a slight increase of 0.87% over the last five trading days [1]. Group 2 - For the period from January to September 2025, Guotou Electric Power reported operating revenue of 40.572 billion yuan, a year-on-year decrease of 8.61%, and a net profit attributable to shareholders of 6.517 billion yuan, down 0.92% year-on-year [2]. - The company has distributed a total of 24.965 billion yuan in dividends since its A-share listing, with 9.392 billion yuan distributed in the last three years [3]. - As of September 30, 2025, the number of shareholders increased by 21.48% to 114,600, while the average circulating shares per person decreased by 17.68% to 65,027 shares [2].