2026 年 03 月 02 日 每日晨报 | 主要市场股指表现 | | --- | 工作邮箱：zqyjsw@jyzq.cn 金元晨报 股市回顾 国际要闻 国内要闻 重要公告 请务必仔细阅读本报告最后部分的免责声明 曙光在前 金元在先 -1- 每 日 晨 报 A股行情：上证指数涨0.39%，报4162.88点；深证成指跌0.06%， 报14495.09点；创业板指跌1.04%，报3310.30点。 亚太市场：香港恒生指数涨0.95%，报26630.54点；恒生科技指 数涨0.56%，报5137.84点；国企指数涨0.51%，报8859.49点。韩 国综合指数收盘下跌1.00%，报6244.13点。日经225指数上涨0.1 7%，报58850.27点。 欧洲市场：英国富时100指数涨0.59%，报10910.55点；德国DA X30指数跌0.02%，报25284.26点；法国CAC40指数跌0.47%，报 8580.75点。 美股市场：道指跌1.05%，报48977.92点；标普500指数跌0.43%， 报6878.88点；纳指跌0.92%，报22668.21点。 中概股：2月27日，中概股多数下跌，纳斯达克中 ...

可控核聚变布局：公司于2024年底加入聚变产业联盟，旨在为合肥物质科学研究院聚变堆提供温控系统 集成支持。 盐湖提锂技术：子公司曾完成全球首条千吨级高纯氯化锂生产线研发，相关技术获科技奖候选提名。 经济观察网 国机通用（600444）近期业绩增长，业务在光热发电、核电及盐湖提锂领域取得进展，股 东户数增加，机构新进持仓。 业绩经营情况 公司于2026年2月6日披露2025年度业绩快报，全年营业收入8.99亿元，同比增长17.32%；归属于上市公 司股东的净利润5,851.57万元，同比增长45.71%。业绩增长主要因完成管材业务处置，止住亏损点，并 推动主营业务收入稳步提升。 业务进展情况 光热发电与核电领域：公司下属合肥通用环境控制技术有限责任公司参与太阳能聚光热发电（CSP）热 熔盐泵研发，该设备用于传输500摄氏度热熔盐；其MCTL多级离心萃取机已在核电工程中应用。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势 2026年2月10日，股价报收上涨0.16%，成交额7,592.72万元，换手率2.68%；主力资金近期呈净流出趋 势，筹码分布分散，技术面显示筹码平均成本约19.05元。 股东人数 ...

光热发电兼具调峰电源和长时储能的双重功能，能够实现用新能源调节支撑新能源，是加快构建新 型电力系统的有效支撑。在"双碳"目标下，光热发电作为绿色低碳基础保供电源的潜力正加速释放。 近日，由中国可再生能源学会组织的科技成果鉴定会上，"太阳能热发电高温熔盐槽式集热器柔性 连接平面旋转接头"技术通过权威鉴定，专家组一致认定其总体技术水平达国际领先。 在新能源电力体系中，熔盐槽式集热器是下一代高效光热发电技术的重要装备，其柔性连接部件需 在550℃以上高温、高压及频繁旋转工况下长期保持密封可靠性，这一技术难题长期制约着该领域的工 程化推进。 据了解，这项由常州龙腾光热科技股份有限公司研发的技术，瞄准了熔盐槽式光热发电的难题，在 技术创新上实现了三大突破。其一，研发了以膨胀蛭石、六方氮化硼和矿物纤维为核心组分的可注射密 封填料，成功突破560℃熔盐槽式柔性连接密封的行业瓶颈，为高温工况下的密封可靠性提供了核心保 障。其二，创新提出"斜面-曲面"复合密封结构，形成压力自增强密封效应，同时优化免拆卸运维设 计，通过补充填料或调整螺栓即可实现在线维修，大幅提升运维效率，解决了传统部件维护成本高、停 机影响大的痛点。其三，开发 ...

科技日报记者 王禹涵 国家能源集团青海共和公司青豫直流二期10万千瓦光热项目正源源不断地向电网输送电能，青海中控德令哈50兆瓦光热电站驱动汽轮机持续发电……这一朵 朵绽放的"太阳花"，正照亮我国能源转型的新路径。 近日发布的《关于促进光热发电规模化发展的若干意见》（以下简称《若干意见》）提出，到2030年，光热发电总装机规模力争达到1500万千瓦左右，度电 成本与煤电基本相当。 项目火热推进，政策东风劲吹，但光热发电这个被寄予厚望的产业，仍面临着初始投资较高、市场竞争能力偏弱等"成长的烦恼"。在新能源全面平价的时 代，光热发电如何破解成本难题，实现规模化破局？ "简单来说，光热发电设备就是一个巨型'太阳能炉灶+热水壶+蒸汽机'组合体。"中国能建中国电力工程顾问集团西北电力设计院有限公司（以下简称"中国 能建西北院"）新疆哈密"光（热）储"1500兆瓦基地光热项目设计总工程师王鑫说，"比如，正在建设的哈密'光（热）储'基地项目，采用150兆瓦光热与1350 兆瓦光伏电站互补联动，通过配置熔盐电加热器，在光伏和光热储热部分之间建立能量转换的'桥梁'，将光伏的弃电转化为热能存储，再通过光热汽轮机发 电上网。" "与 ...

（文章来源：央视新闻） 记者在今天国家能源局举行的新闻发布会上了解到，2025年，我国能源投资保持较快增长。数据显示， 2025年我国能源年度重点项目完成投资额首次超过3.5万亿元，同比增长近11%，增速分别高于同期基 础设施、制造业12.9、10.1个百分点。其中，内蒙古、新疆、山东、广东、江苏5个省（区）完成投资额 均超过2000亿元。能源领域民营企业投资保持较快增长，民营企业重点项目完成投资额同比增长 12.9%，高于全国能源重点项目完成投资增速约2个百分点。一系列促进能源行业高质量发展的政策文 件也进一步推动投资向新而行。国家能源局发展规划司副司长邢翼腾表示，推动光热发电规模化高质量 发展，2030年装机规模力争达1500万千瓦左右，预计新增投资约1700亿元。开展绿色液体燃料产业化试 点，已投产项目带动总投资约230亿元。 ...

Core Viewpoint - Chuan Yi Co., Ltd. has shown a positive stock performance with a year-to-date increase of 10.87% and a market capitalization of 13.086 billion yuan as of January 20 [1] Group 1: Stock Performance - On January 20, Chuan Yi's stock price increased by 2.04% to 25.50 yuan per share, with a trading volume of 121 million yuan and a turnover rate of 0.95% [1] - The stock has seen a 0.87% increase over the last five trading days, an 11.84% increase over the last 20 days, and a 5.72% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Chuan Yi reported a revenue of 4.890 billion yuan, a year-on-year decrease of 13.02%, and a net profit attributable to shareholders of 462 million yuan, down 17.28% year-on-year [2] - Since its A-share listing, the company has distributed a total of 1.681 billion yuan in dividends, with 982 million yuan distributed in the last three years [3] Group 3: Shareholder Information - As of December 31, the number of shareholders for Chuan Yi increased by 9.76% to 21,100, while the average circulating shares per person decreased by 8.89% to 24,214 shares [2] - The fifth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 12.0266 million shares, which is an increase of 8.5233 million shares compared to the previous period [3]

Group 1 - The core viewpoint of the news is that Wujin Stainless Steel has experienced a significant decline in stock price and financial performance, indicating potential challenges for the company in the current market environment [1][2]. Group 2 - As of January 20, Wujin Stainless Steel's stock price fell by 2.10% to 7.93 CNY per share, with a total market capitalization of 4.45 billion CNY [1]. - The company has seen a year-to-date stock price decline of 14.36%, with a 60-day drop of 29.20% [1]. - In the recent trading activity, the net outflow of main funds was 17.87 million CNY, with significant selling pressure observed [1]. Group 3 - For the period from January to September 2025, Wujin Stainless Steel reported operating revenue of 1.718 billion CNY, a year-on-year decrease of 17.79%, and a net profit attributable to shareholders of 86.77 million CNY, down 49.14% year-on-year [2]. - The company has distributed a total of 1.14 billion CNY in dividends since its A-share listing, with 500 million CNY distributed in the last three years [3]. Group 4 - Wujin Stainless Steel operates in the steel industry, specifically in the sub-sector of steel pipes, and is involved in the research, production, and sales of industrial stainless steel pipes and fittings [1][2]. - The company has a shareholder base of 24,300, which has increased by 35.67% compared to the previous period [2].

Core Viewpoint - The stock of Chuan Yi Co., Ltd. has experienced fluctuations, with a recent decline of 2.03% and a total market value of 12.639 billion yuan, indicating a mixed performance in the market [1]. Financial Performance - For the period from January to September 2025, Chuan Yi Co., Ltd. reported a revenue of 4.890 billion yuan, representing a year-on-year decrease of 13.02%. The net profit attributable to shareholders was 462 million yuan, down 17.28% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.527 billion yuan, with 828 million yuan distributed over the past three years [3]. Shareholder Information - As of December 31, the number of shareholders for Chuan Yi Co., Ltd. reached 21,100, an increase of 9.76% from the previous period. The average circulating shares per person decreased by 8.89% to 24,214 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fifth largest, holding 12.0266 million shares, which is an increase of 8.5233 million shares from the previous period [3]. Stock Performance - Year-to-date, the stock price of Chuan Yi Co., Ltd. has increased by 7.09%. However, it has seen a decline of 8.44% over the last five trading days, while it has risen by 8.89% over the last 20 days and 7.23% over the last 60 days [1]. Business Overview - Chuan Yi Co., Ltd., established on November 1, 1999, and listed on August 5, 2014, specializes in the research, production, sales, and technical consulting of industrial automation control systems and related products. The main revenue sources are industrial automation instruments and devices (86.81%), composite materials (10.01%), electronic devices (2.41%), and others (0.76%) [1]. - The company is classified under the machinery equipment sector, specifically in general equipment and instrumentation [1].

Industry Overview - The solar thermal power generation industry in China is growing at a rate twice the global average, with an annual compound growth rate of 11.7%, compared to the global rate of 4.24% [1] - As of September 2023, China has built 21 solar thermal power plants with a total installed capacity of 1.57 million kilowatts, ranking third globally, and has 30 projects under construction with a capacity of 3.1 million kilowatts [1] Technological Advancements - Technological innovation is the core engine driving the development of the solar thermal power industry in China, with the country mastering key technologies such as tower, trough, and Fresnel solar thermal power generation [2] - The domestic production rate of key materials and equipment exceeds 95%, indicating a strong capability for self-sufficiency [2] - Significant breakthroughs have been made in key technologies, such as high-concentration molten salt collection and efficiency improvements in tower collection systems [2] Cost Reduction and Market Competitiveness - The cost of solar thermal power generation has decreased significantly, with the on-grid electricity price dropping from 1.15 yuan per kilowatt-hour for initial demonstration projects to around 0.6 yuan per kilowatt-hour [3] - Predictions indicate that the cost of solar thermal power stations will continue to decline during the 14th Five-Year Plan period, enhancing industry competitiveness [3] Successful Projects and International Expansion - Benchmark projects like the 50 MW trough solar thermal demonstration project in Delingha have provided valuable experience for large-scale development, operating continuously for 230 days from 2021 to 2022 [4] - China's solar thermal technology has successfully entered international markets, with projects in Morocco, South Africa, and Dubai showcasing China's contributions to global green development [4] - Forecasts suggest that by 2030, the global installed capacity of solar thermal power will reach 22.4 million kilowatts, with approximately 10% of global electricity supply coming from solar thermal power by 2050 [4]

Group 1 - Shanghai Electric's stock price increased by 2.08% to 9.34 CNY per share, with a trading volume of 804 million CNY and a market capitalization of 145.145 billion CNY as of January 14 [1] - The company experienced a net outflow of 8.1049 million CNY in principal funds, with large orders accounting for 20.83% of purchases and 19.10% of sales [1] - Year-to-date, Shanghai Electric's stock has risen by 8.48%, with a 2.98% increase over the last five trading days and an 8.23% increase over the last 20 days [1] Group 2 - As of September 30, Shanghai Electric reported a total revenue of 81.789 billion CNY for the first nine months of 2025, representing a year-on-year growth of 7.50%, and a net profit attributable to shareholders of 1.065 billion CNY, up 40.49% [2] - The company has distributed a total of 9.973 billion CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of September 30, 2025, the number of shareholders increased by 3.31% to 727,700, with the average circulating shares per person remaining at 0 [2][3]