波黑媒体Capital 1月26日报道。波黑2025年电力进口额达到约6.29亿马克，较2024年增长超一倍， 创历史最高纪录。 （原标题：波黑2025年电力进口额创历史新高） 波黑间接税务局数据显示，2025年电力进口额为6.29亿马克，远高于2024年的3.13亿马克。进口激 增主要由于乌格列维克热电厂因缺煤多次停运、两大热电站同时检修以及电价波动等因素。塞族共和国 境内占该地区供电量65%的两座热电站，去年5月至6月因大修同时停运数十天，导致当地电力公司不得 不大量从国外购电。 与此同时，波黑联邦也面临类似困境：因煤炭短缺及热电站设备老化，过去四年发电量下降近四分 之一，能源部门急需系统性整治。 从进口来源看，去年电力主要从克罗地亚（2.67亿马克）、斯洛文尼亚（1.08亿马克）、阿尔巴尼 亚（8900万马克）和塞尔维亚（8670万马克）购入。 在出口方面，2025年波黑电力出口额回升至8.69亿马克，高于2024年的6.7亿马克，但仍低于2022年 （10.75亿马克）与2023年（10.56亿马克）的峰值水平。（驻波黑使馆经商处） ...

（原标题：津巴布韦卡里巴水电站发电能力预计大幅提升） 《先驱报》1月22日报道，由于津巴布韦卡里巴湖水位明显回升，卡里巴南岸水电站发电能力预计 今年将从目前约250兆瓦提升至约750兆瓦，有望显著缓解全国电力短缺和限电问题。此前受厄尔尼诺引 发的严重干旱影响，水电产出大幅受限。今年赞比西河流域降雨好于去年，湖泊来水量增加，赞比西河 管理局已提高对津巴布韦电力公司和赞比亚电力公司的发电用水分配。同时，旺吉火电站7号和8号机组 于2023年全面投运，新增600兆瓦装机容量，使全国供电能力进一步提升，在全国用电需求约2200兆瓦 的背景下，供需缺口有望逐步缩小。 ...

波黑《独立报》1月26日报道。欧盟委员会最新发布的扩大进程国家经济进展报告显示，波黑工业产值 已连续13个季度下跌。这一持续下滑趋势始于上届大选之后，即国家层面新联盟组建前夕。 报告指出，波黑实际GDP增长率从0.7%降至0.5%，表明经济疲软态势长期持续。从生产侧看，去年第 三季度同比增长的主要动力仍来自贸易、公共行政部门以及医疗教育、信息通信等行业。同时，出口增 长明显放缓：去年第三季度出口增幅降至1.4%，而第一、第二季度分别为2.4%和3.5%。2025年前三季 度实际生产总增长率为2%，低于2024年同期的2.8%。 就业方面，注册就业增长持续放缓，第三季度同比微降0.1%。制造业就业人数同比下降1.6%，农业下 降3.6%，矿业下降约1%。 工资增长呈现不同态势：2025年第三季度名义工资同比增速加快至14.6%，10月放缓至13.7%。经通胀 调整后，第三季度实际工资同比上涨10.2%，涨幅居地区前列。但分析指出，这主要源于住宿餐饮、贸 易、制造业和建筑业的涨薪——其背后是人口持续外流导致的劳动力短缺。 经济账户赤字略有改善，从第二季度占GDP的3.3%收窄至第三季度的3.1%。商品贸易平衡因出 ...

2025 年度公司业绩变动的主要原因是：公司所属上高一期火电厂#1、#2 机组于报告期内陆续投产发电 及所属火电厂本期燃料成本较上年同期有所下降导致。 格隆汇1月27日丨赣能股份(000899.SZ)公布，预计2025年归属于上市公司股东的净利润94,349万元～ 108,011万元，比上年同期增长32.13%～51.26%，扣除非经常性损益后的净利润94,135万元～107,797万 元，比上年同期增长36.76%～56.61%。 ...

近日，龙源电力集团股份有限公司披露《关于完成2026年第四期超短期融资券发行的公告》。公告显 示，公司于2026年1月26日发行了2026年度第四期超短期融资券，发行总额为20亿元人民币，实际发行 总额也为20亿元人民币，发行价格为100元/张，票面利率为1.55%，期限为267天，起息日为2026年1月 27日，兑付日为2026年10月21日。主承销商为招商银行股份有限公司，联席主承销商为南京银行股份有 限公司。募集资金将用于补充日常流动资金及偿还发行人及其子公司有息债务。相关发行文件已在中国 货币网和上海清算所网站披露。 最新公告列表 截至2026年1月27日收盘，龙源电力（001289）报收于15.64元，较前一交易日下跌1.26%，最新总市值 为1307.48亿元。该股当日开盘15.86元，最高15.87元，最低15.55元，成交额达6892.2万元，换手率为 0.09%。 《龙源电力关于完成2026年第四期超短期融资券发行的公告》 《龙源电力关于完成2026年第三期超短期融资券发行的公告》 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 ...

新华社柏林1月27日电（记者 张毅荣 褚怡）德国内政部长亚历山大·多布林特27日说，将向为本月 初柏林供电系统纵火案提供关键线索者发放最高100万欧元的奖励。 通告说，1月3日，不明身份者对柏林西南部一处发电厂的高压电缆实施纵火，导致西南城区约4.5 万户家庭和约2200家商户断电。德国铁路运营和5家医院也受到停电影响。 一个自称"火山组织"的团体4日在网上发表声明，宣称制造了这起针对供电设施的纵火事件，并表 示其行动"旨在打击化石能源产业"。柏林市长韦格纳6日表示，针对柏林供电系统的破坏是"恐怖主 义"行为。 德国政府发布的悬赏通告说，纵火者涉嫌参与恐怖组织。在2月24日前提供有助于查明嫌疑人身份 信息线索者，可获得最高100万欧元奖励。 ...

Investment Rating - The report maintains a rating of "Buy" for the utility sector [1]. Core Insights - The report highlights the increasing demand for rocket launch services driven by high payload capacity and reusability, which are key factors in reducing costs. The demand for propellant and launch gases is expected to remain rigid, with their value and market share projected to increase over the long term. The economic viability of rocket launches is becoming a crucial factor for the transition to high-density and standardized launches [4]. - The national winter electricity load has surpassed 1.4 billion kilowatts for the first time, reaching a peak of 1.417 billion kilowatts, with daily electricity consumption exceeding 30 billion kilowatt-hours during winter [4]. Industry Data Tracking - **Electricity Prices**: The average grid purchase price in January 2026 decreased by 8% year-on-year, averaging 374 RMB/MWh [38][44]. - **Coal Prices**: As of January 23, 2026, the price of thermal coal at Qinhuangdao port was 685 RMB/ton, down 0.29% year-on-year and 1.44% week-on-week [45]. - **Water Conditions**: As of January 23, 2026, the water level at the Three Gorges Reservoir was 169.85 meters, with inflow and outflow rates increasing by 15.8% and 12.8% year-on-year, respectively [52]. - **Electricity Consumption**: From January to November 2025, total electricity consumption reached 9.46 trillion kilowatt-hours, a year-on-year increase of 5.2% [13]. - **Power Generation**: Cumulative power generation from January to November 2025 was 8.86 trillion kilowatt-hours, reflecting a year-on-year growth of 2.4% [23]. - **Installed Capacity**: As of November 30, 2025, the cumulative installed capacity of thermal power reached 1.52 billion kilowatts, with a year-on-year increase of 5.9% [46]. Investment Recommendations - **Green Energy**: The report suggests focusing on companies like Longyuan Power, Zhongmin Energy, and Three Gorges Energy, with a strong recommendation for Longjing Environmental Protection due to the easing of constraints on consumption, pricing, and subsidies for renewable energy [4]. - **Thermal Power**: Companies such as Huaneng International and Huadian International are recommended for their reliability and flexibility in transitioning [4]. - **Hydropower**: Longjiang Power is highlighted for its low-cost benefits and strong cash flow capabilities [4]. - **Nuclear Power**: China Nuclear Power and China General Nuclear Power are recommended due to their growth potential and expected increases in profitability and dividends [4]. - **Solar Assets and Charging Stations**: Companies like Southern Power Grid Energy and Longxin Technology are suggested for their potential value reassessment in the market [4].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Industry Overview - Wall Street is investing hundreds of billions into AI technologies, but there is a critical question regarding the energy supply needed to sustain this growth [2] - AI technologies, particularly large language models, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The demand for electricity is rising, and power grids are under strain, leading to increased electricity prices [2] Company Insights - A specific company is highlighted as a key player in the energy infrastructure sector, poised to benefit from the increasing energy demands of AI [3][6] - This company owns critical nuclear energy infrastructure assets and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, positioning it favorably in the market [8] Investment Potential - The company is described as undervalued, trading at less than 7 times earnings, which presents a unique investment opportunity [10] - It also holds a substantial equity stake in another AI-related company, providing indirect exposure to multiple growth engines in the AI sector [9] - The potential for significant returns is emphasized, with projections of over 100% return within 12 to 24 months [15]

（文章来源：证券日报） 证券日报网讯 1月27日，赣能股份发布公告称，公司预计2025年度归属于上市公司股东的净利润为94， 349万元至108，011万元，比上年同期增长32.13%至51.26%。 ...

Core Viewpoint - Huadian Liaoning Energy announced an expected net profit attributable to shareholders of the listed company for 2025, projected to be between 25 million yuan and 35 million yuan [2] Financial Projections - The company anticipates a net profit range of 0.25 billion yuan to 0.35 billion yuan for the year 2025 [2]