12月29日，协鑫能科盘中上涨2.34%，截至11:24，报10.49元/股，成交1.73亿元，换手率1.03%，总市值 170.29亿元。 分红方面，协鑫能科A股上市后累计派现12.26亿元。近三年，累计派现6.71亿元。 机构持仓方面，截止2025年9月30日，协鑫能科十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股1505.73万股，相比上期减少1.12万股。广发均衡优选混合A（010379）位居第十大流通股 东，持股967.04万股，为新进股东。南方中证1000ETF（512100）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，协鑫能源科技股份有限公司位于江苏省苏州市工业园区新庆路28号(协鑫能源中心)，成立日 期1992年5月5日，上市日期2004年7月8日，公司主营业务涉及清洁能源运营、移动能源运营以及综合能 源服务。主营业务收入构成为：电力销售42.85%，热力销售17.79%，能源服务16.60%，能源服务:节能 与技术服务13.56%，其他6.17%，能源服务:交易服务3.03%。 协鑫能科所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：清洁能源、RWA概念 ...

亨通股份所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：PCB概念、铜箔、中盘、增 持回购、参股基金等。 截至9月30日，亨通股份股东户数5.18万，较上期增加51.38%；人均流通股57388股，较上期减少 33.94%。2025年1月-9月，亨通股份实现营业收入12.62亿元，同比增长38.94%；归母净利润1.89亿元， 同比增长0.68%。 分红方面，亨通股份A股上市后累计派现7.09亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，亨通股份十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股2129.40万股，为新进股东。 责任编辑：小浪快报 12月25日，亨通股份盘中上涨2.16%，截至10:42，报5.20元/股，成交2.38亿元，换手率1.57%，总市值 154.67亿元。 资金流向方面，主力资金净流入960.66万元，特大单买入2649.00万元，占比11.12%，卖出1978.25万 元，占比8.31%；大单买入7565.32万元，占比31.77%，卖出7275.40万元，占比30.55%。 亨通股份今年以来股价涨103.92%，近5个交易日 ...

来源：新浪证券-红岸工作室 12月23日，新中港跌0.12%，成交额1733.90万元，换手率0.50%，总市值34.69亿元。 异动分析 碳中和+碳交易+虚拟电厂+储能 1、2023年12月25日互动易：公司把"打造成具有规模优势，环保和碳排放强度可与天然气机组相媲美的 区域综合能源供应中心和碳中和中心"的区域公用热电联产企业作为发展目标。 目前公司减碳方面具体 措施主要是提效减碳和耦合减碳，提效减碳是公司通过新机组扩建和技术改造，进一步提高机组热效 率、?效率，从而降低碳排放强度；耦合减碳方面，公司控股子公司RDF生产线已经投产，公司耦合固 废和生物质燃料锅炉改造项目即将投运，逐步耦合并加大固废和生物质燃料的比例，将降低燃料成本及 大幅降低碳排放。 2、根据2022年4月10日公告：2019 年和 2020 年合计碳排放配额 264.83 万吨，排放 214.83 万吨，结余 50.01 万吨，结余比例为 18.88%。 2021 年 12 月出售了 50 万吨 3、2023年5月23日互动易：公司可转债募投项目是有计划建设"三维虚拟电厂"系统的内容。即：利用传 感器、监控系统、三维建模技术、数据分析技术 ...

12月23日，东望时代盘中下跌2.03%，截至09:44，报4.82元/股，成交1488.04万元，换手率0.36%，总市 值40.69亿元。 资金流向方面，主力资金净流出269.26万元，大单买入229.77万元，占比15.44%，卖出499.03万元，占 比33.54%。 东望时代今年以来股价涨7.11%，近5个交易日涨0.21%，近20日涨3.43%，近60日跌12.52%。 资料显示，浙江东望时代科技股份有限公司位于浙江省杭州市萧山区亚奥中心写字楼21楼，成立日期 1993年7月13日，上市日期1997年4月15日，公司主营业务涉及影视传媒等大文化行业。主营业务收入构 成为：园区生活服务51.41%，支付渠道服务及其他43.35%，影视剧5.24%。 东望时代所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：小盘、国资改革、低价、锂 电池、体育产业等。 截至9月30日，东望时代股东户数3.20万，较上期增加8.45%；人均流通股26400股，较上期减少7.79%。 2025年1月-9月，东望时代实现营业收入4.63亿元，同比增长96.51%；归母净利润6603.84万元，同比减 少29.13 ...

12月22日，华光环能盘中上涨2.07%，截至13:49，报17.26元/股，成交1.26亿元，换手率0.80%，总市值 165.00亿元。 资金流向方面，主力资金净流出124.12万元，特大单买入569.95万元，占比4.51%，卖出342.50万元，占 比2.71%；大单买入2620.79万元，占比20.73%，卖出2972.37万元，占比23.51%。 华光环能今年以来股价涨101.52%，近5个交易日跌4.75%，近20日涨2.62%，近60日涨5.82%。 今年以来华光环能已经11次登上龙虎榜，最近一次登上龙虎榜为11月3日，当日龙虎榜净买入5644.36万 元；买入总计1.47亿元 ，占总成交额比22.02%；卖出总计9018.61万元 ，占总成交额比13.55%。 资料显示，无锡华光环保能源集团股份有限公司位于江苏省无锡市金融一街8号，成立日期2000年12月 26日，上市日期2003年7月21日，公司主营业务涉及锅炉设备制造(节能高效发电设备、环保新能源发电 设备)、电站工程与服务、环境工程与服务与地方能源供应;能源、环保业务。主营业务收入构成为：地 方热电及光伏发电运营服务46.56%，节能 ...

资料显示，广州迪森热能技术股份有限公司位于广东省广州市经济技术开发区东区沧联二路5号，成立 日期1996年7月16日，上市日期2012年7月10日，公司主营业务涉及利用生物质燃料等新型清洁能源,为 客户提供热能服务。主营业务收入构成为：清洁能源投资及运营-B端运营45.15%，智能舒适家居制造 及服务-C端产品与服务36.47%，清洁能源应用装备-B端装备15.05%，其他3.32%。 12月19日，迪森股份盘中上涨2.12%，截至13:18，报5.77元/股，成交2944.25万元，换手率1.34%，总市 值27.52亿元。 资金流向方面，主力资金净流入60.38万元，大单买入383.40万元，占比13.02%，卖出323.02万元，占比 10.97%。 迪森股份今年以来股价涨22.25%，近5个交易日涨1.76%，近20日跌0.35%，近60日跌4.63%。 今年以来迪森股份已经1次登上龙虎榜，最近一次登上龙虎榜为7月7日，当日龙虎榜净买入-1161.19万 元；买入总计9088.72万元 ，占总成交额比8.05%；卖出总计1.02亿元 ，占总成交额比9.08%。 责任编辑：小浪快报 迪森股份所属申万行业 ...

Core Viewpoint - The company aims to become a regional comprehensive energy supply center and carbon neutrality center, focusing on carbon reduction through efficiency improvements and coupling carbon reduction measures [2] Group 1: Company Developments - The company has set a development goal to establish a regional public utility cogeneration enterprise with scale advantages and carbon emission intensity comparable to natural gas units [2] - Specific measures for carbon reduction include efficiency improvements through new unit expansions and technological upgrades, as well as coupling carbon reduction by increasing the proportion of solid waste and biomass fuel [2] - The company has launched a "three-dimensional virtual power plant" system to enhance operational efficiency and reliability through real-time data collection and analysis [2][3] Group 2: Financial Performance - As of September 30, the company reported a revenue of 529 million yuan for the first nine months of 2025, a year-on-year decrease of 18.48%, while net profit attributable to shareholders was 91.83 million yuan, an increase of 2.51% [8] - The company has distributed a total of 344 million yuan in dividends since its A-share listing, with 204 million yuan distributed over the past three years [9] Group 3: Market Activity - On December 17, the company's stock price increased by 0.71%, with a trading volume of 26.02 million yuan and a turnover rate of 0.77%, bringing the total market capitalization to 3.405 billion yuan [1] - The main capital inflow for the day was 676,700 yuan, accounting for 0.03% of the total, indicating unclear trends in major capital movements [4][5]

Core Points - The stock price of New Zhonggang has decreased by 2.00% as of December 11, trading at 8.80 CNY per share with a total market capitalization of 3.525 billion CNY [1] - The company has experienced a year-to-date stock price increase of 33.13%, but has seen declines of 2.00% over the last five trading days, 8.52% over the last 20 days, and 2.98% over the last 60 days [1] - New Zhonggang has been on the trading leaderboard nine times this year, with the most recent instance on July 17, where it recorded a net buy of -51.2672 million CNY [1] Company Overview - Zhejiang New Zhonggang Thermal Power Co., Ltd. was established on October 17, 1997, and went public on July 7, 2021 [1] - The company primarily engages in the production and supply of thermal and electric power through cogeneration, with revenue composition of 95.17% from cogeneration, 4.73% from energy storage, and 0.10% from other sources [1] - New Zhonggang is classified under the public utility sector, specifically in electricity and thermal services, and is associated with concepts such as small-cap, carbon neutrality, energy storage, QFII holdings, and share buybacks [1] Financial Performance - As of September 30, the number of shareholders for New Zhonggang increased by 12.16% to 22,900, while the average circulating shares per person decreased by 10.83% to 17,497 shares [2] - For the period from January to September 2025, New Zhonggang reported operating revenue of 529 million CNY, a year-on-year decrease of 18.48%, while net profit attributable to shareholders increased by 2.51% to 91.8345 million CNY [2] - Since its A-share listing, New Zhonggang has distributed a total of 344 million CNY in dividends, with 204 million CNY distributed over the past three years [3]

Group 1 - The core viewpoint of the news is that New Zhonggang's stock has experienced fluctuations, with a recent decline of 2.08% and a year-to-date increase of 35.10% [1] - As of December 10, New Zhonggang's stock price is 8.93 yuan per share, with a total market capitalization of 3.577 billion yuan [1] - The company has seen a net outflow of main funds amounting to 292,800 yuan, with large orders buying 1.8526 million yuan (12.15% of total) and selling 2.1454 million yuan (14.07% of total) [1] Group 2 - For the period from January to September 2025, New Zhonggang achieved operating revenue of 529 million yuan, a year-on-year decrease of 18.48%, while net profit attributable to shareholders increased by 2.51% to 91.8345 million yuan [2] - The number of shareholders increased to 22,900, a rise of 12.16%, while the average circulating shares per person decreased by 10.83% to 17,497 shares [2] Group 3 - Since its A-share listing, New Zhonggang has distributed a total of 344 million yuan in dividends, with 204 million yuan distributed over the past three years [3]

Core Viewpoint - The company aims to become a regional comprehensive energy supply center and carbon neutrality center, focusing on carbon reduction through efficiency improvements and coupling reduction strategies [2]. Group 1: Company Development Goals - The company is working towards becoming a regional public utility cogeneration enterprise with scale advantages, comparable environmental and carbon emission intensity to natural gas units [2]. - Specific measures for carbon reduction include efficiency improvements through new unit expansions and technological upgrades, as well as coupling reduction by increasing the proportion of solid waste and biomass fuel [2]. Group 2: Carbon Emission Management - In 2019 and 2020, the company had a total carbon emission quota of 2.6483 million tons, with actual emissions of 2.1483 million tons, resulting in a surplus of 500,100 tons, which is a surplus ratio of 18.88% [2]. - The company sold 500,000 tons of carbon emissions in December 2021 [2]. Group 3: Technological Innovations - The company plans to construct a "three-dimensional virtual power plant" system to enhance operational efficiency and reliability through real-time data collection and analysis [2]. - This system will facilitate the visualization, simulation, and analysis of power plant operations, laying the groundwork for future development of a dispatchable virtual power plant [2]. Group 4: Financial Performance - As of September 30, the company had 22,900 shareholders, an increase of 12.16% from the previous period, with an average of 17,497 circulating shares per person, a decrease of 10.83% [8]. - For the period from January to September 2025, the company reported revenue of 529 million yuan, a year-on-year decrease of 18.48%, while net profit attributable to shareholders increased by 2.51% to 91.8345 million yuan [8]. Group 5: Company Overview - Zhejiang Xinhong Port Thermal Power Co., Ltd. was established on October 17, 1997, and listed on July 7, 2021, primarily engaged in the production and supply of thermal and electric power through cogeneration [7]. - The company's revenue composition includes 95.17% from cogeneration, 4.73% from energy storage, and 0.10% from other sources [7].