光伏发电
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晶科科技涨2.11%,成交额1.34亿元,主力资金净流入951.08万元
Xin Lang Cai Jing· 2025-12-26 02:13
Core Viewpoint - JinkoSolar's stock price has shown a significant increase of 38.56% year-to-date, despite a slight decline of 0.51% in the last five trading days, indicating a volatile but generally positive market performance [1][2]. Company Overview - JinkoSolar Technology Co., Ltd. is located in Shanghai and was established on July 28, 2011. It was listed on May 19, 2020. The company primarily engages in the development, operation, and transfer of photovoltaic power plants, as well as EPC services for solar power plants [1]. - The revenue composition of JinkoSolar includes: 75.57% from photovoltaic power generation, 18.34% from household photovoltaic power plant development, 2.51% from EPC services, 1.98% from operation and maintenance, 0.79% from sales of components and inverters, 0.64% from consulting services, and 0.17% from other sources [1]. Financial Performance - For the period from January to September 2025, JinkoSolar reported a revenue of 3.122 billion yuan, a year-on-year decrease of 19.73%. However, the net profit attributable to shareholders increased by 61.82% to 356 million yuan [2]. - Since its A-share listing, JinkoSolar has distributed a total of 319 million yuan in dividends, with 161 million yuan distributed over the past three years [2]. Shareholder Information - As of September 30, 2025, JinkoSolar had 130,100 shareholders, an increase of 9.22% from the previous period. The average number of circulating shares per shareholder decreased by 8.44% to 27,448 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 39.258 million shares, and several new institutional investors such as GF Balanced Preferred Mixed Fund and Guangfa Value Advantage Mixed Fund [2].
ST瑞和:12月25日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-25 10:34
截至发稿,ST瑞和市值为20亿元。 每经头条(nbdtoutiao)——对话马斯克脑机接口"一号受试者":大脑植入芯片23个月,我正重新夺回 人生的独立 每经AI快讯,ST瑞和(SZ 002620,收盘价:5.19元)12月25日晚间发布公告称,公司第六届2025年第 六次董事会会议于2025年12月25日在深圳市罗湖区深南东路3027号瑞和大厦四楼多功能会议厅以现场结 合通讯方式召开。会议审议了《关于公司制定及修订部分治理制度的议案》等文件。 2025年1至6月份,ST瑞和的营业收入构成为:装饰工程业务占比71.96%,光伏发电占比21.73%,其他 业务收入占比4.02%,设计业务占比2.28%。 (记者 张明双) ...
河北昌黎:海上光伏电站项目建设正酣
Xin Hua Wang· 2025-12-25 06:18
12月24日,工人在位于河北省昌黎县海域的海上光伏电站试点项目建设工地操作机械设备作业(无人机照片)。 近日,中国华电集团有限公司河北分公司在河北省昌黎县海域投资建设的河北省海上光伏电站试点项目,正在按照节点要求扎实推进。据介 绍,该项目装机容量465.6兆瓦,建成并网投运后,将为推动海洋经济高质量发展,落实"双碳"目标注入强劲动能。 ...
北京能源国际(00686):北京京云与中建二局订立PC合约
智通财经网· 2025-12-24 13:09
标的事项为中建二局同意作为PC承包方向北京京云提供PC服务,以建设PC项目(位于中国北京市密云 县穆家峪镇的光伏发电项目,总计划建设容量为60兆瓦)。PC合约项下的PC服务包括(其中包括)有关设 备采购、建筑、安装、检测、试运行与最终交付,以及外部输电线路工程与相关协调事宜。同时涵盖所 有有关PC项目的法规核准程序与合规手续的处理以及承担所有相关成本。中建二局将根据PC合约施工 及完成PC项目的建设工作,并修复根据PC合约进行的PC项目于一年质保期内的任何故障或缺陷。 本集团持续扩大清洁能源及可再生能源业务规模,并优化业务结构。签订PC合约符合本集团的发展战 略及国家推动可再生能源与清洁能源基地发展的政策方针。此举将支持本集团持续扩展光伏发电项目组 合,优化资产结构并提升营运灵活性,预期有助促进本集团的可持续发展及为股东创造长期回报。 智通财经APP讯,北京能源国际(00686)发布公告,于2025年12月24日,北京京云(本公司的全资附属公 司,作为发包方)与中建二局(作为承包方)订立PC合约。根据PC合约,中建二局将向北京京云提供PC服 务,以建设PC项目。PC合约项下的合约价格约为人民币1.36亿元(含 ...
锚定“样板间”使命 奋力谱写儋州洋浦高标准建设海南自贸港新篇章
Hai Nan Ri Bao· 2025-12-24 03:08
副省长、儋州市委书记、洋浦经济开发区工委书记邹广: 锚定"样板间"使命 奋力谱写儋州洋浦高标准建设海南自贸港新篇章 海南日报全媒体记者 吴心怡 民生是人民幸福之基、社会和谐之本。儋州洋浦将坚持"尽力而为、量力而行"和"投资于人、服务 于民生"的工作导向,打造物质文明与精神文明协调发展的幸福儋州。邹广介绍,当地将深入实施就业 优先战略,提升教育公共服务质量及医疗服务水平,完善社会保障体系,促进人口高质量发展。以完 善"五网"基础设施为抓手,打造功能完善、生态优美、城乡协调的宜居家园,提升区域协调发展质效, 推动洋浦经济开发区、环湾新城、儋州工业园联动发展,推进以人为核心的新型城镇化。 邹广表示,儋州洋浦将牢牢把握坚持党中央集中统一领导最高政治原则,全面加强各领域基层党组 织建设。扎实推进清廉儋州建设,牢牢把握正确选人用人导向,以组织坚决担当促进干部主动担当。持 续正风肃纪,充分发挥基层党组织战斗堡垒和党员先锋模范作用,凝心聚力、实干担当。推进社会主义 民主政治建设,把全社会的智慧和力量都凝聚到推动儋州洋浦高质量发展和海南自贸港建设的实践中 来。 (海南日报洋浦12月23日电) 在海南自由贸易港全岛封关这一里程碑 ...
拓日新能跌2.15%,成交额1.45亿元,主力资金净流出652.55万元
Xin Lang Zheng Quan· 2025-12-23 05:47
Group 1 - The core viewpoint of the news is that TuoRi New Energy's stock has experienced fluctuations, with a recent decline of 2.15% and a total market value of 5.779 billion yuan [1] - As of December 23, TuoRi New Energy's stock price is 4.09 yuan per share, with a trading volume of 145 million yuan and a turnover rate of 2.50% [1] - The company has seen a year-to-date stock price increase of 3.28%, with a 5-day increase of 0.49%, a 20-day increase of 5.41%, and a 60-day increase of 14.57% [1] Group 2 - TuoRi New Energy, established on August 15, 2002, and listed on February 28, 2008, is based in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of various solar energy products [2] - The company's main business revenue composition includes photovoltaic products (60.71%), electricity revenue (35.25%), other income (3.11%), and engineering income (0.92%) [2] - As of November 10, 2025, TuoRi New Energy has 81,600 shareholders, a decrease of 4.52% from the previous period, with an average of 17,059 circulating shares per shareholder, an increase of 4.73% [2] Group 3 - TuoRi New Energy has distributed a total of 379 million yuan in dividends since its A-share listing, with cumulative distributions of 84.498 million yuan over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder of TuoRi New Energy, holding 18.6186 million shares, an increase of 516,600 shares from the previous period [3]
晶科科技跌2.08%,成交额8394.66万元,主力资金净流出1916.14万元
Xin Lang Cai Jing· 2025-12-23 01:54
Core Viewpoint - JinkoSolar's stock price has experienced fluctuations, with a year-to-date increase of 34.98% but a recent decline of 2.84% over the past five trading days [2] Group 1: Stock Performance - As of December 23, JinkoSolar's stock price was 3.77 CNY per share, with a market capitalization of 13.463 billion CNY [1] - The stock has seen a trading volume of 83.9466 million CNY and a turnover rate of 0.62% [1] - Year-to-date, JinkoSolar's stock has risen by 34.98%, with a 2.84% decline in the last five trading days, an 11.87% increase over the last 20 days, and a minimal 0.27% increase over the last 60 days [2] Group 2: Company Overview - JinkoSolar, established on July 28, 2011, and listed on May 19, 2020, is based in Shanghai and focuses on photovoltaic power station development, operation, and EPC services [2] - The company's revenue composition includes 75.57% from photovoltaic power generation, 18.34% from household photovoltaic station development, 2.51% from EPC services, and smaller percentages from other services [2] Group 3: Financial Performance - For the period from January to September 2025, JinkoSolar reported revenue of 3.122 billion CNY, a year-on-year decrease of 19.73%, while net profit attributable to shareholders was 356 million CNY, reflecting a year-on-year increase of 61.82% [2] - The company has distributed a total of 319 million CNY in dividends since its A-share listing, with 161 million CNY distributed over the past three years [3] Group 4: Shareholder Information - As of September 30, 2025, JinkoSolar had 130,100 shareholders, an increase of 9.22% from the previous period, with an average of 27,448 circulating shares per shareholder, down 8.44% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and several mutual funds, with notable changes in their holdings [3]
【公用事业】11月发电量同比增长2.7%,核电、光伏、风电同比增速边际改善 ——行业周报(20251221)(殷中枢/宋黎超)
光大证券研究· 2025-12-22 23:05
特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 本周行情回顾: 本周SW公用事业一级板块下跌0.59%,在31个SW一级板块中排名第25;沪深300下跌0.28%,上证综指上 涨0.03%,深证成指下跌0.89%,创业板指下跌2.26%。细分子板块中,火电下跌0.88%,水电下跌1%,光 伏发电上涨0.92%,风力发电下跌0.95%,电能综合服务下跌0.53%,燃气上涨0.11%。本周公用事业涨幅 前五的个股分别为中泰股份(+4.53%)、三峡水利(+3.11%)、水发燃气(+2.76%)、郴电国际 (+2.41%)、金房节能(+2.01%);周跌幅前五的个股分别为闽东电力(-7.54%)、大众公用 (-7.23%)、华通热力(-6.95%)、恒盛能源(-6.55%)、德龙汇能(-5.95%)。 本周数 ...
中国能建:联营体中标沙特电力采购公司沙穆塔第6轮光伏发电项目
Xin Lang Cai Jing· 2025-12-22 11:43
据中国能建消息,近日,中国能建中电工程国际公司与华东院、湖南火电组成的联营体中标沙特电力采 购公司沙穆塔第6轮光伏发电项目,合同金额3亿美元。项目位于沙特南部吉赞省沙穆塔镇西北约15公里 处,总装机容量为600兆瓦。联营体将承担项目设计、设备与材料采购、施工安装、调试、运维等全链 条工作。项目建成后,预计年发电量超过1900吉瓦时。 ...
拓日新能跌2.12%,成交额6479.61万元,主力资金净流出846.62万元
Xin Lang Zheng Quan· 2025-12-22 02:01
Group 1 - The core viewpoint of the news is that TuoRi New Energy's stock has experienced fluctuations, with a recent decline of 2.12% and a year-to-date increase of 5.05% [1] - As of December 22, TuoRi New Energy's stock price is 4.16 yuan per share, with a market capitalization of 5.878 billion yuan [1] - The company has seen a net outflow of 8.4662 million yuan in principal funds, with significant selling activity [1] Group 2 - TuoRi New Energy, established on August 15, 2002, specializes in the research, production, and sales of various solar energy products, with photovoltaic products accounting for 60.71% of its revenue [2] - The company reported a revenue of 813 million yuan for the period from January to September 2025, a decrease of 27.23% year-on-year, and a net profit loss of 109 million yuan, down 451.75% year-on-year [2] - As of November 10, 2025, the number of shareholders decreased by 4.52% to 81,600, while the average circulating shares per person increased by 4.73% to 17,059 shares [2] Group 3 - TuoRi New Energy has distributed a total of 379 million yuan in dividends since its A-share listing, with 84.498 million yuan distributed in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the fourth largest circulating shareholder, holding 18.6186 million shares, an increase of 516,600 shares from the previous period [3]