格隆汇2月9日丨新天绿能(600956.SH)公布，根据公司初步统计，2026年1月，本公司及子公司按合并报 表口径完成发电量173.93万兆瓦a时，同比增加15.25%。截至2026年1月31日，累计完成发电量173.93万 瓦时，同比增加15.25%。 根据公司初步统计，2026年1月，本公司及子公司按合并报表口径完成输/售气量72,310.45万立方米，同 比增加6.80%，其中售气量66,905.80万立方米，同比增加8.49%；代输气量5,404.64万立方米，同比减少 10.47%。截至2026年1月31日，累计完成输/售气量72,310.45万立方米，同比增加6.80%，其中售气量 66,905.80万立方米，同比增加8.49%；代输气量5,404.64万立方米，同比减少10.47%。 ...

1. Report Industry Investment Rating - The investment rating for the US stock market is "Underperform", and it remains unchanged [4] 2. Core Viewpoints of the Report - The US economy showed improved prosperity at the beginning of the year, but the employment recovery was weak and cost pressures were rising, with prominent structural characteristics [1] - Market risk - aversion sentiment increased, but the demand for US Treasuries was not strong. The market's deep - seated concerns about US fiscal policies led to investors' reluctance to hold long - term bonds [2] - The US dollar index rebounded in the short term, but its long - term trend was still downward. The credit spread in the corporate bond market rose, indicating more cautious risk pricing [2] - The financial market focused on the upcoming release of CPI and non - farm employment data. The labor market was in a "low recruitment, low lay - off" stagnant state, and the CPI was expected to rise 2.7% year - on - year in January [3] - It is recommended to adopt a "short - duration core + steepening satellite" configuration in the US Treasury market, focusing on 3 - 5 - year investment - grade bonds and strictly controlling the exposure to US Treasuries over 10 years [3] 3. Summary by Relevant Catalogs 3.1 US Macroeconomic and Liquidity - The manufacturing and service industries in the US showed a synchronous recovery in prosperity, but there were problems such as slow employment recovery and rising cost pressures [1] - The market was concerned about the impact of the Fed's leadership change on liquidity and the influence of AI on software, leading to a sell - off, but the increase in US Treasury prices was mild, and the yield curve steepened significantly [2] - The market focused on the 1 - month non - farm and CPI data to be released this week. The non - farm employment market was expected to add 60,000 new jobs, and the CPI was expected to rise 2.7% year - on - year in January [3] 3.2 Exchange Rate - The US dollar index (DXY) was basically flat this week, rebounding about 1.6% from last week's low, but it had still fallen nearly 10% in the past 12 months, maintaining a weak pattern [2] 3.3 Chinese - funded US Dollar Bonds - The report shows the return trends of Chinese - funded US dollar bonds since 2023 (by level and industry), as well as the yield and spread trends of investment - grade and high - yield Chinese - funded US dollar bonds [68][71] 3.4 Rating Actions - In the past two weeks, the three major international rating agencies took 11 rating adjustment actions on Chinese - funded US dollar bond issuers, including 1 rating revocation, 4 rating upgrades, and 6 initial ratings [76]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：00956） 2026年1月主要經營數據 新天綠色能源股份有限公司（「本公司」）謹此公佈，根據本公司初步統計，2026年1月，本公司及其附 屬公司（合稱「本集團」）按合併報表口徑完成發電量1,739,287.28兆瓦時，同比增加15.25%。截至2026 年1月31日，累計完成發電量1,739,287.28兆瓦時，同比增加15.25%。 | | | 發電量 | | | | --- | --- | --- | --- | --- | | | 2026年1月 | 同比變動 | 2026年累計 | 同比變動 | | 地區 | （兆瓦時） | (%) | （兆瓦時） | (%) | | 風電業務 | 1,711,823.87 | 15.28 | 1,711,823.87 | 15.28 | | 河北 | 1,342,453.21 | 19.03 | 1,3 ...

2月9日，华电国际大宗交易成交67.9万股，成交额307.59万元，占当日总成交额的1.31%，成交价4.53元，较市场收盘价4.89元折价7.36%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2026-02-09 | 华电国际 | 600027 | 4.53 307.59 67.9 | 天风证券股公有限 公司深圳分公言 | 中山证券有限责任 公司湖北分公司 | ...

每经AI快讯，2月9日，宏盛华源（601096）(601096.SH)公告称，公司下属子公司在国家电网有限公司 2025年第66批采购和2026年输变电项目第一次装置性材料招标采购中，成为多个标包的中标候选人，预 中标金额约8.35亿元，约占公司2024年经审计营业收入的8.23%。 ...

Investment Rating - The report maintains an "Accumulate" rating for the utility sector [1] Core Insights - The Jilin Green Power Direct Connection Project is under public consultation, aiming for a minimum of 30% self-consumed electricity by 2030, increasing to 35% for new projects [4][6] - The State Grid has announced a fixed asset investment of 4 trillion yuan for the 14th Five-Year Plan, a 40% increase from the previous plan, focusing on green energy transition [4][6] - The average electricity purchase price in January 2026 decreased by 8% year-on-year [4][38] - The price of thermal coal at Qinhuangdao port was 695 yuan per ton as of February 6, 2026, a year-on-year decrease of 7.70% [4][46] - The inflow to the Three Gorges Reservoir increased by 65.3% year-on-year, while the outflow decreased by 5.3% [4][54] Industry Data Tracking Electricity Consumption - Total electricity consumption in 2025 was 10.37 trillion kWh, a year-on-year increase of 5.0% [4][13] - The growth rates for different sectors were: primary industry +9.9%, secondary industry +3.7%, tertiary industry +8.2%, and urban-rural residential +6.3% [4][13] Power Generation - Total power generation in 2025 was 9.72 trillion kWh, a year-on-year increase of 2.2% [4][20] - The growth rates for different power sources were: thermal power -1.0%, hydropower +2.8%, nuclear power +7.7%, wind power +9.7%, and solar power +24.4% [4][20] Installed Capacity - New installed capacity in 2025 included: thermal power +94.5 million kW (up 63.8%), hydropower +12.15 million kW (down 11.9%), nuclear power +1.53 million kW, wind power +120.48 million kW (up 50.9%), and solar power +317.51 million kW (up 14.2%) [4][58] Investment Recommendations - For green power, focus on companies like Longyuan Power, Zhongmin Energy, and Three Gorges Energy, with a strong recommendation for Longjing Environmental Protection [4] - For thermal power, consider Huaneng International and Huadian International [4] - For hydropower, Longjiang Power is highlighted due to its low cost and strong cash flow [4] - For nuclear power, China National Nuclear Power and China General Nuclear Power are recommended due to their growth potential [4] - For solar assets and charging pile assets, companies like Southern Power Grid Energy and Longxin Technology are suggested [4]

东京电力公司2月6日在新闻发布会上说，此次故障的原因是变频器设置过于灵敏，导致设 备在正常范围内的电流变化被误认为异常，从而触发警报。该变频器用于调节驱动控制棒 的马达速度。由于控制棒另有一套警报系统，东京电力公司认为变频器警报并非确保安全 必须的功能，遂予以关闭。 日本柏崎刈羽核电站再次启动。 ▲ 日本柏崎刈羽核电站（资料图） 日本东京电力公司9日说，为调查故障原因而暂时关闭的日本柏崎刈羽核电站6号机组9日 再次启动。 运营该核电站的东京电力公司9日在官网发布新闻公报说，当地时间9日14时整（北京时 间1 3时整），该公司开始抽出反应堆控制棒，启动了反应堆。 按计划，反应堆于9日当天内达到临界状态，15日开始试发电和输电。之后，东京电力公 司 将 再 度 关 闭 反 应 堆 检 查 各 设 备 ， 如 果 没 有 问 题 ， 将 于 3 月 18 日 实 施 " 综 合 负 荷 性 能 检 查"，接着开启商业运行。 柏崎刈羽核电站6号机组于1月21日重启。这是2 0 11年" 3·11 "东日本大地震引发东京电力 公司福岛第一核电站事故后，该公司旗下核电站的首次重启。然而，在1月22日凌晨抽出 反应堆控制棒 ...

Core Viewpoint - Liyang Running New Energy Co., Ltd. has been established, focusing on IoT technology services and is wholly owned by CATL, indicating a strategic expansion into the new energy sector [1][2]. Group 1: Company Information - Liyang Running New Energy Co., Ltd. is registered with a capital of 28.57 million yuan [2]. - The company operates in the Jiangsu province, specifically in Liyang City, and is classified under the power and heat production and supply industry [2]. - The legal representative of the company is Dai Wei, and it is currently in a state of existence [2]. Group 2: Business Scope - The business scope includes IoT technology services, research and development, application services, and information system integration services [1][2]. - Additional activities include new energy technology research and development, solar power technology services, and power facility equipment sales [2]. Group 3: Ownership Structure - The company is 100% owned by CATL Green Energy Co., Ltd., which is a subsidiary of Contemporary Amperex Technology Co., Ltd. (CATL) [3].

Core Viewpoint - The approval of the power supply plans for the Kubuqi to Shanghai and Kubuqi to Jiangsu Shagehuang bases marks a significant progress in the development of renewable energy projects in Inner Mongolia, aimed at enhancing energy structure transformation and reducing carbon emissions in East China [1] Group 1: Project Details - The Kubuqi to Shanghai base plans to construct 8 million kilowatts of solar power and 4.5 million kilowatts of wind power, supported by 2.64 million kilowatts of coal power and 900 megawatt-hours of new energy storage [1] - The Kubuqi to Jiangsu base plans to build 8 million kilowatts of solar power and 4 million kilowatts of wind power, also supported by 2.64 million kilowatts of coal power and 816 megawatt-hours of new energy storage [1] Group 2: Environmental Impact - Upon completion, the projects are expected to deliver approximately 72 billion kilowatt-hours of electricity annually to East China, with over 60% of this coming from renewable sources [1] - The projects will reduce standard coal consumption by about 13.7 million tons per year and decrease carbon dioxide emissions by approximately 34 million tons, contributing to a greener energy transition in East China [1]

Group 1 - In 2026, 34 listed companies are preparing to distribute "Spring Festival red envelopes" to investors, with a total payout amounting to 18.926 billion yuan, led by Changjiang Electric Power with over 5.1 billion yuan [1][3] - The trend of companies issuing cash dividends has increased significantly, with 3,766 companies distributing a total of 2.64 trillion yuan in cash dividends in 2025, marking a historical high [1] - The concept of "Spring Festival red envelopes" is traditionally associated with festive rewards, but the current distributions from companies are primarily mid-term dividends rather than year-end bonuses, leading to a perception of these envelopes being merely symbolic [2][4] Group 2 - The dividends being distributed during the Spring Festival are often misaligned with the traditional meaning of year-end rewards, as they are typically mid-term dividends from the previous year rather than true year-end distributions [2][3] - The timing of annual report disclosures, which usually occur in March and April, limits the ability of companies to issue actual year-end dividends before the Spring Festival, resulting in a lack of genuine year-end bonuses for investors [3] - The focus should be on timely and meaningful returns to investors rather than the symbolic act of issuing Spring Festival red envelopes, which may not reflect true shareholder rewards [4]