1月12日，涪陵电力涨5.06%，截至发稿，报10.17元/股，成交2.97亿元，换手率1.94%，总市值156.27亿 元。 资料显示，重庆涪陵电力实业股份有限公司位于重庆市涪陵区望州路20号，成立日期1999年12月29日， 上市日期2004年3月3日，公司主营业务涉及电力供应业务、配电网节能业务。主营业务收入构成为：电 网业务65.24%，节能业务34.76%。 从涪陵电力十大流通股东角度 数据显示，南方基金旗下1只基金位居涪陵电力十大流通股东。南方中证1000ETF（512100）三季度减 持9.47万股，持有股数843.39万股，占流通股的比例为0.55%。根据测算，今日浮盈赚取约413.26万元。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年68天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 234.52%， 任职期间最差基金回报-15.93%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑： ...

会议指出，2025年作为 "十四五" 收官之年，全省能源系统迎难而上、攻坚克难，推动能源发展改革取得突破性成 绩。"十四五" 规划 18 项目标任务全面完成，特高压交直流、百万千瓦煤电等重大项目建成投产，为后续发展奠定坚实 基础；能源保供能力显著提升，成功应对历史最高负荷考验，连续 3 年实现 "电力零停电、煤油气零短供、民生零断 供"；重大项目建设亮点纷呈，"宁电入湘" 工程等标志性项目投运，从根本上转变能源供需格局；绿色低碳转型稳步推 进，新能源装机规模持续扩大，储能设施建设有序开展，充电网络覆盖不断完善；科技创新动能加速转换，多项首台 （套）装备纳入国家名录，国家级研发平台在全国评估中名列前茅；体制机制改革持续深化，电力、油气体制改革取得 实效，用能成本稳步降低，能源产业竞争力逐步显现。 会议强调，党的二十届四中全会明确 "建设能源强国" 的宏伟目标，为能源工作提供了根本遵循。全省能源系统要牢牢 把握 "五个关键"：把握能源强国建设目标，强化战略引领；把握能源安全首要职责，筑牢发展基石；把握碳达峰战略 任务，推动绿色转型；把握 "人工智能 + 能源" 融合趋势，塑造未来优势；把握以人民为中心立场，促进普 ...

截至1月9日8时，国家电投贵州金元纳雍电厂今年累计完成发电量超2亿千瓦时，达到2.1亿千瓦时，实 现了新年生产经营的"开门红"，这一成绩不仅为区域电力安全稳定供应提供了坚实保障，也为地方经济 发展注入了强劲动力。 此次发电量超2亿千瓦时，是该电厂全体员工以高度责任感和使命感坚守岗位、奋发有为、锐意进取的 成果；也充分彰显了该电厂作为区域重要电源的支撑保障能力。站在新起点，该电厂将继续秉持"安全 第一、效益优先"原则，以更加昂扬的斗志和务实作风，持续抓好安全生产、极限控本与能源保供各项 工作，为区域电力安全贡献纳电力量。 据悉，面对冬季用电负荷持续攀升与能源保供双重考验，该电厂始终坚持"安全第一、预防为主、综合 治理"的方针，将安全生产摆在一切工作的首位。深入开展隐患排查治理，严格落实安全生产责任制， 持续加强运行监控与应急处置能力；通过优化运行方式、合理安排检修计划，全力提升设备可靠性与发 电效率，确保关键时刻"发得出、顶得上、稳得住"。 ...

世茂能源1月8日收盘涨10.01%；1月9日盘中最高涨9.91%报35.50元，创上市以来股价新高，当日收盘涨 8.20%报34.95元。 中国经济网北京1月12日讯据上交所网站消息，世茂能源（605028）1月12日全天停牌，停牌原因为重要 事项未公告。 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted as a critical concern, with predictions that AI will significantly strain global power grids [2][3] Investment Opportunity - A specific company is positioned as a key player in the AI energy sector, owning critical energy infrastructure assets that will benefit from the increasing energy demands of AI data centers [3][7] - This company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and poised to capitalize on the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is approximately one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment compared to other firms in the energy sector [10] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company integrates all these elements, making it a unique investment opportunity [6][14] - The demand for U.S. liquefied natural gas (LNG) is expected to surge under the current administration's energy policies, further benefiting this company [7] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The potential for significant returns is emphasized, with projections of over 100% return within 12 to 24 months for investors who act now [15][19]

能源项目投资连续3年超过千亿元、发电总装机突破1.6亿千瓦，可再生能源发电装机占比超50%、发电 量超1000亿千瓦时……近日，河南省政府新闻办举行2025河南省民营经济高质量发展系列新闻发布会， 详解2025年以来河南全省民营经济能源要素保障服务成效，一系列亮眼数据彰显能源产业对民营经济的 坚实支撑。 据河南省能源规划建设局局长夏兴介绍，围绕促进民营经济发展壮大，河南持续强化能源要素保障，落 地了一批"管当前、利长远"的重大项目，实施了一批"强动能、增活力"的关键改革，完善了一批"惠民 生、促发展"的政策措施，推动能源高质量发展迈上新台阶，为全省经济社会发展注入强劲动力。 加强能源要素保障 筑牢民企发展根基 从发布会释放的信号来看，河南立足民营经济发展核心需求，从能源安全保障、供给结构优化、体制机 制改革多维度发力，将能源要素保障嵌入产业发展全链条。 作为经济大省，河南全面落实"四个革命、一个合作"能源安全新战略，以"项目为王"强化能源基础设施 统筹建设。据发布会披露，目前，许昌能信煤电项目按期投运，信阳五岳抽水蓄能电站全面建成，疆电 入豫第二通道加快谋划，天中、青豫直流送电能力持续提升，省级500千伏骨干 ...

| 序号 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 ◆ | 交易日期⇒ | | 1 | 601318.SH | 中国部安 | 2026-01-09 | | 2 | 002202.SZ | 金风科技 | 2026-01-09 | | ന | 300308.SZ | 中际旭创 | 2026-01-09 | | ব | 300418.SZ | 昆仑万维 | 2026-01-09 | | 5 | 600030.SH | 中信证券 | 2026-01-09 | | 6 | 300136.SZ | 信维通信 | 2026-01-09 | | 7 | 300450.SZ | 先导智能 | 2026-01-09 | | 8 | 002173.SZ | 创新医疗 | 2026-01-09 | | ರಿ | 603179.SH | 新泉股份 | 2026-01-09 | | 10 | 300750.SZ | 宁德时代 | 2026-01-09 | 中泰证券研报表示，中国商业航天正从"探索验证"阶段向"成长爆发"期过渡，行业迎来关键发展拐点。预计在"十五五"期间，随着政 ...

| | 皇公司 都在用的商业商间丁目 | 音老板 商关系 音风险 | | | | --- | --- | --- | --- | --- | | | 家中小企业发展子其余旗下机构 | 重庆润开新能源有限公司 | 8 天眼一下 脂 应用 ▼ | 商务合作 | | 基本信息 102 | 法律诉讼 | 经营风险 | 经营信息 公司发展 | 知 | | 工商信息 ● | | | | | | 工商信息 历史丁商信息0 | | | | | | 企业名称 | 重庆润开新能源有限公司 | | | | | 法定代表人 | 載 载维 器关联企业 21 | 登记状态 2 | 存续 | 天眼评分 2 | | | | 成立日期 | 2026-01-07 | | | 统一社会信用代码 2 | 91500115MAK3TT222B | 注册资本 2 | 431万人民币 | 实缴资本 | | 工商注册号 | 500221020447782 | 纳税人识别号 0 | 91500115MAK3TT222B | 组织机构代码( | | 营业期限 | 2026-01-07 至 无固定期限 | 纳税人资质 | 1 | 核准目期 | | 北小菜品 | ...

26 年全国长协电价分析与展望 20260110 摘要 2026 年全国范围内电价普遍下降，平均降幅在 3 至 4 分钱/千瓦时，部 分省份如江苏、浙江和辽宁降幅超过 6 分钱/千瓦时，主要原因是现货市 场机制全面推进，售电公司抢量压价。 各省长协合同电价差异明显，火电通常高于风电，因火电量大且谈判优 势强，结算价格通常比长期基础价格高 30%，风电和光伏则可能有折扣。 火电企业存在通过现货市场套利行为，例如签订特定时段长协合同，再 从现货市场购买低价新能源发电。 新能源项目收益率在东部复合型经济发达地区表现较好，如北京、天津 和冀北，因项目少竞争激烈。宁夏、新疆等地增量项目收益率高于存量 项目，因竞拍定价较高。 储能参与各省市场交易逐步推进，山西和山东因基准值高、峰谷周期大， 储能收益较好。新疆等地通过容量补贴提高储能收益率。独立储能需参 与现货市场，电价由现货市场决定。 电力公司交易能力体现在政策解读、供需预测、现货及中长期合约获取、 行情分析预测等方面。准确预测短期天气状况已成为竞争优势，但电力 市场更需要中长期气象预测。 Q&A 2026 年哪些省份的长期电价降幅相对较少？具体降幅是多少？ 2026 ...

Investment Rating - Goldman Sachs upgrades the investment rating for the Asia-Pacific region, specifically the MX APJ index, with a 12-month target raised to 825 points, indicating a 14% price return in USD and a total return of 17% [1][2]. Core Insights - The macroeconomic environment is viewed as constructive, with U.S. GDP growth expected to exceed market consensus at 2.6%, and the Federal Reserve likely to cut interest rates twice before mid-year, which typically benefits Asian markets [3][4]. - Earnings growth for 2026 is projected to be strong, increasing from 10% to 19%, with significant contributions from North Asia, India, and cyclical sectors [1][5]. - Valuations are considered reasonable but slightly high, with a forecasted slight compression from 15x to 14.6x, indicating that corporate earnings will be the primary driver of stock market returns [6]. Summary by Sections Macroeconomic Outlook - The macroeconomic outlook is positive, with U.S. GDP growth at 2.6% and AEG growth around 4.8%. The Federal Reserve is expected to lower interest rates twice this year, leading to a weaker dollar, which is favorable for Asian markets [3][4]. Earnings Expectations - Earnings growth is anticipated to rise significantly, with overall growth expected to reach 19%. The recovery in quarterly earnings is attributed to easing base effects, and the ERI indicator suggests a positive outlook for earnings revisions [5]. Valuation Perspective - Current valuations are slightly above historical averages, with the region's price-to-earnings ratio at 1.2 standard deviations above the long-term mean. Earnings will be crucial for driving stock market returns this year [6]. Fund Flow Trends - There has been a significant outflow of approximately $100 billion from overseas investors, with current mutual fund allocations 75 basis points below benchmarks, indicating potential for rebuilding positions in the region [7][8]. Sector and Industry Focus - Investment in large-scale enterprises is expected to grow by 34% to approximately $550 billion, benefiting sectors such as hardware, semiconductors, and AI. The "Asian Energy Upgrade" theme is highlighted, focusing on nuclear power, electricity, and renewable energy [9]. - The geopolitical tension between the U.S. and China presents opportunities for U.S. re-industrialization, with countries like South Korea and Japan increasing investments in response to U.S. demand [10]. China Market Outlook - The Chinese stock market is expected to remain robust, with the MSCI China index projected to rise by 15%-17% and the CSI 300 index by about 10%. Profit growth is forecasted to increase significantly from 4% to 14% [13][14]. India Market Strategy - The Indian market rating has been upgraded to "overweight," with expected earnings growth of around 15%. Key sectors include finance, consumer goods, and industrials, particularly in defense and energy security [16][19].