（文章来源：证券日报） 证券日报网讯 2月6日，金开新能发布公告称，公司拟将2026年度财务报告及内部控制审计机构由毕马 威华振会计师事务所（特殊普通合伙）更换为德勤华永会计师事务所（特殊普通合伙），审计费用合计 360万元，其中财务报告审计200万元、内控审计15万元、国资决算15万元，子公司审计费预计不超130 万元；变更因毕马威华振已连续服务5年达上限，其无异议，新聘尚需股东会批准。 ...

证券之星消息，截至2026年2月6日收盘，郴电国际(600969)报收于12.01元，上涨1.35%，换手率 3.04%，成交量11.26万手，成交额1.35亿元。 2月6日的资金流向数据方面，主力资金净流出1262.33万元，占总成交额9.36%，游资资金净流出155.09 万元，占总成交额1.15%，散户资金净流入1417.42万元，占总成交额10.51%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 郴电国际2025年三季报显示，前三季度公司主营收入30.79亿元，同比下降7.16%；归母净利润8096.75 万元，同比上升33.93%；扣非净利润5980.53万元，同比上升303.85%；其中2025年第三季度，公司单季 度主营收入11.22亿元，同比下降18.92%；单季度归母净利润5505.19万元，同比上升36.09%；单季度扣 非净利润5531.12万元，同比上升87.33%；负债率72.03%，投资收益4968.61万元，财务费用1.68亿元， 毛利率 ...

| | 2026-02-06亿能电力 (920046) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਟ ਹ | 国信证券股份有限公司深圳互联网分公司 | 19184122.54 | 24501145.08 | | 买2 | 机构专用 | 12870649.21 | 11528799.24 | | 买3 | 中信证券股份有限公司北京复外大街证券营业部 | 6552341.39 | 291955.6 | | द्र 4 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 5597800.62 | 4853374.86 | | નેરિટ | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 4644676.94 | 6031275.03 | | 卖T | 国信证券股份有限公司深圳互联网分公司 | 19184122.54 | 24501145.08 | | 卖2 | 国金证券股份有限公司深圳分公司 | 4424900.3 | 14895456.61 | | 卖3 | 机构专用 | 12870649 ...

近日，国家电投发布国家电力投资集团有限公司二〇二六年度第 15批集中招标（黄河公司青海海南清洁能源基地外送工程（配套）煤电 项目三大主机）招标公告，项目地点:青海省西宁（国家级）经济技术开发区甘河工业园区西区南端,建设规模：本期工程建设4×660MW 超超临界燃煤发电机组，同步建设脱硫、脱硝、除尘装置。工期要求：计划 2026年 6月开工建设，2028年 6月第一台机组建成投产， 2028年年底4台机组全容量建成投产。 详情如下： | 府号 | 招标编号 | 标段名称 | 招标范围 | 交货期/工期/服务期 | 信息技 术服务 员 | | --- | --- | --- | --- | --- | --- | | | | | | | (元) | | | | | | 交货地点:青海省西宁 | | | | | | 本工程采购 4台 | (国家级)经济技术开发区 | | | | | | 660MW 超超临界燃煤发 | 甘河工业园区西区南端项目 | | | | DNYZC- | | 电机组工程项目一次再 | 所在地: | | | | | | 热锅炉成套设备(含锅 | 交货期 计划 2026年6 | | (4) 投标人 ...

Investment Overview - The State Grid has announced a fixed asset investment plan of 4 trillion yuan for the "14th Five-Year Plan" period, representing a significant increase of 40% compared to the "13th Five-Year Plan" period, which exceeds previous market expectations of a 10%-20% growth [1][4] - The total investment from the three major grid companies during the "14th Five-Year Plan" period is expected to reach around 5 trillion yuan, with the State Grid's investment alone projected at 4 trillion yuan [1][4] Investment Drivers - The increase in investment is driven by the mismatch in growth rates between source-side and grid-side investments, alongside the rigid demand for the continuous construction of a new power system [1][8] - During the "13th Five-Year Plan" period, the average annual growth rate of source-side investment was 22.7%, significantly outpacing the 6.8% growth rate of grid-side investment, leading to bottlenecks in cross-regional transmission capacity and local consumption space [1][8] Investment Structure Changes - The investment structure for the "14th Five-Year Plan" has shifted from focusing primarily on the high-voltage backbone network to a collaborative development of the main grid, distribution network, and smart microgrid [1][8] - The investment in the main grid is expected to account for about 30% of the total investment, with an estimated amount of 1.2 trillion yuan, aimed at enhancing cross-regional transmission capabilities by over 30% compared to the end of the "13th Five-Year Plan" [1][10] Distribution Network Investment - The investment in the distribution network is projected to reach around 2 trillion yuan, accounting for approximately 50% of the total investment during the "14th Five-Year Plan," marking a 33% increase from the previous period [1][11] - The construction of the distribution network will cover urban, rural, and remote areas, enhancing flexibility and capacity to accommodate distributed renewable energy and meet the needs of 35 million charging facilities [1][11] Smart Microgrid and Digitalization - Investment in digitalization and smart microgrids is expected to account for 15%-20% of the total investment, with a clear focus on the development of smart microgrids for the first time [1][13] - The new grid platform will require continuous investment in digital infrastructure to support high levels of renewable energy integration and power electronics, with initiatives like the "Artificial Intelligence+" program being implemented [1][14]

Core Viewpoint - Several central enterprises in China have announced their key projects and engineering progress for 2026, focusing on major initiatives in the "two重" (two重) and "two新" (two新) sectors, which are expected to support national strategies and stimulate economic growth [3][4][12]. Group 1: "Two重" Sector Developments - By the end of 2025, the total assets of central enterprises are projected to exceed 95 trillion yuan, with a profit total of 2.5 trillion yuan and fixed asset investments of 5.1 trillion yuan [4][13]. - The revenue from strategic emerging industries of central enterprises is expected to surpass 12 trillion yuan in 2025, achieving a consistent annual growth of 1 trillion yuan for three consecutive years [4][13]. - The Xiong'an New Area is becoming a key location for the relocation of central enterprise headquarters, with several projects already underway to enhance regional economic development and competitiveness [4][13]. Group 2: Energy Sector Projects - The National Energy Group's expansion project at the Wanzhou Power Plant has a total investment of 7 billion yuan, which includes the construction of two 1 million kilowatt ultra-supercritical coal-fired units [5][14]. - Central enterprises are positioned as crucial players in supporting national strategies, particularly in energy supply, infrastructure, and emergency response [5][14][15]. Group 3: "Two新" Sector Initiatives - Central enterprises are set to continue significant investments in the "two新" sector, focusing on large-scale equipment upgrades and consumer goods replacement programs to stimulate economic growth [6][16]. - New projects in 2026 will include the installation of elevators in old residential areas and updates to equipment in elderly care facilities, which will enhance public welfare [6][16]. - The continuation of consumer goods replacement policies aims to stimulate consumption across various sectors, including new energy vehicles and home appliances, with a total investment exceeding 8.3 billion yuan for recent projects [7][17]. Group 4: Modern Industrial System Development - Central enterprises are leading efforts to implement large-scale equipment upgrades, with plans to establish 70 exemplary smart factories by 2025 [8][18]. - The focus will be on building a modern industrial system that is self-controlled, safe, and competitive, with an emphasis on emerging industries such as renewable energy and quantum technology [8][18]. - The investment strategy of central enterprises is seen as a long-term strategic initiative that requires innovation in organizational methods and industry governance [9][19].

证券日报网讯 2月6日，福能股份在互动平台回答投资者提问时表示，公司始终高度重视市值管理与股 东回报工作，坚持以夯实主业经营、提升盈利质量与内在价值为核心，持续优化公司治理、强化信息披 露、加强投资者沟通，并不断完善股东回报机制，切实维护全体股东长远利益。 （文章来源：证券日报） ...

智通财经APP讯，龙源电力(001289.SZ)披露2026年1月发电量数据，公司2026年1月按合并报表口径完成 发电量7,162,732兆瓦时，较2025年同期同比增长12.05%。本月风电发电量同比增长8.11%，太阳能发电 量同比增长42.25%。 ...

Core Viewpoint - Longyuan Power (001289.SZ) reported a significant increase in power generation for January 2026, achieving a total of 7,162,732 MWh, which represents a year-on-year growth of 12.05% compared to January 2025 [1] Group 1: Power Generation Data - The total power generation for January 2026 was 7,162,732 MWh [1] - The year-on-year growth in power generation was 12.05% compared to January 2025 [1] Group 2: Renewable Energy Performance - Wind power generation increased by 8.11% year-on-year [1] - Solar power generation saw a substantial increase of 42.25% year-on-year [1]

格隆汇2月6日丨龙源电力(00916.HK)发布公告，集团2026年1月按合并报表口径完成发电量716.27万兆 瓦时，较2025年同期同比增长12.05%。本月风电发电量同比增长8.11%，太阳能发电量同比增长 42.25%。 ...