美国电力能源公司（AES）与谷歌数据中心签署供电协议后，盘前股价上涨2.5%。 来源：滚动播报 ...

（文章来源：证券日报） 证券日报网讯 2月24日，新集能源在互动平台回答投资者提问时表示，受全社会用电消费需求累计回 落、新能源增长迅速及公司控股板集电厂受输电通道影响机组负荷率等因素影响，2025年公司发电量略 低于预期。 ...

Market Overview - A total of 93 stocks hit the daily limit up, while 42 stocks faced limit down, resulting in a limit-up rate of 69%. The market saw a significant increase in trading volume, with a total turnover of 2.2 trillion yuan, up by 219.4 billion yuan from the previous trading day [1] - The Shanghai Composite Index rose by 0.87%, the Shenzhen Component Index increased by 1.36%, and the ChiNext Index gained 0.99% [1] Sector Performance - The oil and gas, chemical, and cultivated diamond sectors led the market, while the film, AI applications, and computing power leasing sectors experienced declines [1] - The chemical sector saw a strong performance, driven by rising commodity prices during the Spring Festival, with multiple stocks hitting the limit up [3][5] Stock Analysis - The advancement rate for consecutive limit-up stocks reached 60%, but only three stocks had three or more consecutive limit-ups. The film and AI application sectors, which had performed well before the holiday, faced a downturn [3] - Notable stocks included: - YN Energy Holdings and Meibang Co., both achieving four consecutive limit-ups [4] - Hanlan Co. and Xinyuan Technology, both in the electrical equipment sector, achieved three consecutive limit-ups [4] - Xiexin Integration and Han Jian Heshan, both in the photovoltaic and chemical sectors, achieved five consecutive limit-ups over nine days [4] Key Trends - International oil prices surged due to ongoing negotiations between the U.S. and Iran regarding nuclear issues, with Brent crude oil futures stabilizing above $70 per barrel. This led to significant gains in the oil and gas transportation sector [5] - The gold price also saw a rise, with several gold-related stocks hitting the limit up, reflecting the impact of geopolitical tensions on market dynamics [5] - The storage chip industry is transitioning to a seller's market, with major companies like SK Hynix reporting low inventory levels. This has led to increased interest in semiconductor stocks, with several reaching historical highs [7] Future Outlook - The market is expected to maintain a range-bound trend, with a focus on sectors showing strong logical trends. The overall trading volume indicates limited willingness for aggressive buying from external funds [9] - The ongoing trends in the oil and gas, chemical, and semiconductor sectors are likely to continue attracting investor interest, although caution is advised regarding potential volatility in these areas [5][9]

上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> 格隆汇2月24日丨华能水电(600025.SH)公布，公司于2026年2月24日收到公司控股股东中国华能集团有 限公司之一致行动人华能结构调整1号证券投资私募基金管理人天津华人投资管理有限公司的通知，华 能结构调整基金于2026年2月24日通过上海证券交易所集中竞价方式增持了公司327.6万股A股股份，增 持股份占公司总股本的0.0176%。公司控股股东华能集团直接及间接持有华能结构调整基金92.50%股 权，为华能集团的一致行动人。 华能结构调整基金计划自本公告披露之日起6个月内继续通过上海证券交易所系统允许的方式增持公司 A股股份，累计增持金额不低于1亿元且不超过1.5亿元（含本次增持金额）。本次增持计划价格上限为 9.58元/股，资金来源为自有资金。 ...

证券日报网讯2月24日，长源电力（000966）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司股东总人数为96899户。 ...

Policy Updates - The National Forestry and Grassland Administration and the National Energy Administration issued a notice to support the development of wind power projects, encouraging the efficient use of forest and grassland areas, particularly in desertified regions [1][18] - The notice aims to promote high-quality development of wind power by regulating the use of land and enhancing project supervision, effective until December 31, 2030 [1][18] Industry Insights - The China Electricity Council released the "2025-2026 National Power Supply and Demand Analysis and Forecast Report," predicting that national electricity consumption will exceed 10 trillion kilowatt-hours for the first time in 2025, reaching 10.37 trillion kilowatt-hours, a 5.0% increase year-on-year [4][20] - By the end of 2025, the total installed power generation capacity is expected to reach 3.89 billion kilowatts, a 16.1% increase from the end of the 13th Five-Year Plan, with non-fossil energy sources accounting for over 60% of the total capacity [4][20] - The report forecasts that in 2026, electricity consumption will grow to between 10.9 and 11 trillion kilowatt-hours, with a year-on-year growth of 5% to 6%, and that new installed capacity will exceed 4 million kilowatts, with renewable energy sources expected to contribute over 3 million kilowatts [5][21]

日前，电建国际副总经理兼亚太区域总部总经理周家义在总部会见了来访的菲律宾马尼拉电力发电公司（以下简 称MGEN）总裁兼首席执行官埃马努埃尔·卢比奥一行，双方就泰拉光伏项目履约及加强电力领域合作进行了深入 交流。MGEN公司可再生能源公司总裁、首席执行官丹尼斯·乔丹，华东院副总经理刘加进出席会见。 周家义热烈欢迎埃马努埃尔·卢比奥一行的到访，对MGEN公司长期以来给予中国电建的信任和支持，以及在泰拉 光伏项目执行过程中给予项目履约团队的指导表示感谢，介绍了公司国际业务整体经营情况以及在能源电力领域 的专业能力。他表示，MGEN公司是中国电建在菲律宾的重要客户之一，双方优势互补，合作空间巨大，中国电 建十分珍视与MGEN的合作机会，愿意在MGEN后续项目中提供专业支持，希望与MGEN建立战略合作伙伴关系 和高层定期互访机制，深耕东南亚电力市场，实现互利共赢，共同发展。 埃马努埃尔·卢比奥充分肯定了中国电建的专业实力，对中国电建在泰拉光伏项目中的履约能力，尤其在ESG管理 方面的突出表现表示赞赏，介绍了MGEN公司发展历程。他强调了泰拉光伏项目的重要性，对与中国电建共同打 造一个技术领导、运营高效、可持续性强的示范 ...

Group 1: Fund Premium Risk Alerts - 27 funds have issued premium risk alerts, primarily focusing on overseas theme QDII products covering markets such as the US, Brazil, France, Germany, and Japan [1] - Notable funds include Guotai Asset Management's silver LOF and Southern Oil LOF, which have also released premium alerts [1] - Fund companies are advising investors to be cautious of high premium rates in secondary market transactions to avoid significant losses [1] Group 2: Sales Fee Regulation - Starting from February 24, 2026, new regulations will prohibit fund managers from charging subscription fees and sales service fees for direct sales [1] - Currently, two public fund managers, Xingquan Fund and Caitong Asset Management, have announced the waiver of subscription fees for direct sales [1] Group 3: Semiconductor Industry Insights - The global silicon wafer shipment volume is projected to reach 12.973 billion square inches in 2025, marking a 5.8% increase from the previous year [1] - Despite the growth in shipment volume driven by AI and HBM demand, wafer sales revenue is expected to decline by 1.2% to $11.4 billion due to lagging demand and price recovery [1] Group 4: Television Panel Price Trends - In February 2026, television panel prices have increased, with the highest price rise reaching $3 for certain sizes [2] - The demand for television panels remains stable, and manufacturers are adjusting production capacity during the Lunar New Year [2] Group 5: Solar Industry Inventory Trends - During the Lunar New Year, silicon wafer prices remained stable, but inventory levels have increased due to reduced orders [2] - Battery manufacturers are expected to resume operations post-holiday, potentially leading to improved inventory levels [2] Group 6: Camera Price Surge - Camera prices have surged significantly, with some models increasing by up to 10 times their original price [3] - The market for cameras is experiencing a price trend contrary to that of smartphones, with certain models being referred to as "electronic gold" by consumers [3] Group 7: Gold Product Price Increases - Chow Tai Fook is expected to raise prices for gold products by 15%-30% around mid-March, with some stores already receiving notifications [3] - A specific gold bracelet is projected to increase from 53,800 yuan to 71,800 yuan, reflecting a price rise of over 33% [3] Group 8: Novo Nordisk Stock Decline - Novo Nordisk's stock plummeted over 16% following disappointing clinical trial results for its new weight loss drug CagriSema, which showed a 23% weight loss compared to 25.5% for Eli Lilly's competitor [4] - This decline has erased all gains from the previous weight loss drug, semaglutide, and poses challenges for Novo Nordisk in a competitive market [4] Group 9: Corporate Name Changes - Several companies under Wahaha have changed their names to "Hongsheng," indicating a potential rebranding strategy [5] Group 10: Business Contracts and Financial Performance -韶能股份 has signed a significant business contract worth 22 million yuan for an independent energy storage project [6] - 风范股份 has won a procurement project from Southern Power Grid valued at approximately 184 million yuan, representing 5.7% of its audited revenue for 2024 [7] - 恒誉环保 reported a 106.25% increase in net profit for 2025, with revenues reaching 294 million yuan [8] - 甬矽电子 achieved a 23.99% increase in net profit for 2025, with revenues of 4.4 billion yuan [9] - 三生国健 reported a remarkable 317.09% increase in net profit for 2025, with revenues of 4.199 billion yuan [10] - 中微半导's net profit grew by 108.05% in 2025, with revenues of 1.122 billion yuan [11] - 交控科技's net profit increased by 86.13% for 2025, with revenues of 2.537 billion yuan [12] Group 11: Corporate Name Change Announcement - 内蒙华电 has announced a change in its stock name to "华能蒙电" to enhance brand recognition [13] Group 12: Acquisition and Stock Suspension - 多瑞医药's stock will be suspended following the expiration of a tender offer for 19.44 million shares at 32.07 yuan each [14] - 东阳光 is planning to acquire control of 东数一号, leading to a temporary suspension of its stock [15] Group 13: Market Performance Overview - The Shanghai Composite Index rose by 0.87% on the first trading day of the Year of the Horse, with over 4,000 stocks increasing in value [16] - The oil and gas sector saw collective gains, with several stocks hitting the daily limit [16]

市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 公告显示，上述业绩变动主要受三方面因素驱动。其一，2025年度煤炭采购价格出现下降，受煤炭蒸汽 价格联动机制影响，集团蒸汽板块收入虽略有回落，但采购端成本同步降低。其二，集团在储能、光伏 电站运营等新能源领域的业务拓展取得成效，新能源板块利润实现增长。其三，集团持续推进降本增效 措施，有效压缩了成本支出。在多重因素叠加作用下，公司权益股东应占溢利实现较大幅度增长。 值得注意的是，天保能源近年来盈利能力持续修复。2024年度，公司权益股东应占溢利约人民币450万 元，较2023年同期大幅增长约1644%，彼时主要得益于临港区域清洁能源项目全年运行及异地新能源发 电业务增长。2025年上半年，公司亦曾发布盈喜，预计中期权益股东应占溢利约人民币980万元，较 2024年同期的178.7万元显著提升，主要受锅炉及换热站节能改造降低综合成本，以及新能源项目持续 推进等因素推动。 作者：观察君 2月24日，天保能源（01671.HK）发布正面盈利预告。根据公告，集团预计截至2025年12月31日止年 度，权益股东应占 ...

韶能股份（000601）(000601.SZ)公告，公司全资子公司韶能集团新丰旭能生物质发电有限公司("新丰旭 能")与元碳(新丰)能源有限公司("元碳公司")签订独立储能电站项目用地及电厂资源合作协议。 元碳公司拟承租新丰旭能北侧堆料场西北侧地块及配电房北侧地块，面积合计约为12,570m2，建设 100MW/200MWh独立储能电站项目。本协议总金额为人民币2200万元，其中电网接入条件、接入间隔 条件及GIS室共用房间等资源费用1000万元，土地租赁费1200万元，租期20年。 ...