格隆汇1月7日丨中国核电(601985.SH)公布，截至2025年12月31日，公司控股核电在运机组26台，装机 容量2,500.00万千瓦；控股核电在建及核准待建机组19台，装机容量2,185.90万千瓦。2026年1月1日，公 司控股投资的中核国电漳州能源有限公司福建漳州核电站2号机组投入商运（详见公司2026-002号公 告），公司控股核电在运机组增至27台，装机容量增至2,621.20万千瓦；控股核电在建及核准待建机组 变为18台，装机容量相应变为2,064.7万千瓦。 2026年，公司全年发电量目标为2,592亿千瓦时，其中核电计划发电量为2,100亿千瓦时，新能源计划发 电量为492亿千瓦时。公司控股在运核电机组全年计划大修15次（包括3次十年大修，2次五年大修和10 次日常大修），其中第一季度完成2次，第二季度完成8次，第四季度完成5次。 截至2025年12月31日，公司2025年全年度累计商运发电量为2,444.30亿千瓦时，同比增长12.98%；上网 电量为2,307.47亿千瓦时，同比增长13.15%。 公司完成发电目标面临的主要风险有：（1）机组非计划降功率或停堆停机带来的发电量减少风险 ...

Core Viewpoint - In December, the CSI 300 index rose by 2.28%, while the public utility index fell by 2.46% and the environmental index decreased by 0.04%, with relative monthly returns of -4.74% and -2.32% respectively [2] Market Review - The public utility and environmental sectors ranked 27th and 19th among 31 primary industry categories in terms of growth [2] - Within the electricity sector, coal-fired power dropped by 5.17%, hydropower decreased by 3.08%, and new energy generation fell by 0.39% [2] - The water sector declined by 2.55%, and the gas sector saw a slight decrease of 0.18% [2] Important Events - The State Council issued the "Comprehensive Solid Waste Management Action Plan," aiming for significant improvements in solid waste management by 2030, including controlling historical waste stockpiles and increasing the annual comprehensive utilization of major solid waste to 4.5 billion tons [2] Investment Strategy - Public Utilities: - Coal and electricity prices are declining, maintaining reasonable profitability for coal-fired power; recommended companies include Huadian International and Shanghai Electric [4] - Continued government support for new energy development is expected to stabilize profitability; recommended companies include Longyuan Power and Three Gorges Energy [4] - Nuclear power companies are expected to maintain stable profitability; recommended companies include China National Nuclear Power and China General Nuclear Power [4] - High-dividend hydropower stocks are highlighted for their defensive attributes; recommended company is Yangtze Power [4] - Gas companies with capabilities in marine gas trade are recommended, such as Jiufeng Energy [4] - Companies advancing in clean energy equipment manufacturing, like Xizi Clean Energy, are also recommended [4] - Environmental Sector: - The water and waste incineration sectors are maturing, with improved free cash flow; recommended companies include China Everbright Environment and Shanghai Industrial Holdings [4] - The domestic scientific instrument market has significant potential for domestic substitution; recommended companies include Juguang Technology and Wanyi Technology [4] - The EU's SAF blending policy is expected to benefit the domestic waste oil recycling industry; recommended company is Shangaohuaneng [4] - The agricultural biomass power generation sector is seeing cost improvements due to falling straw prices; recommended company is Changqing Group [4]

资料显示，华电新能源集团股份有限公司位于北京市西城区宣武门内大街2号B座9层，成立日期2009年 8月18日，上市日期2025年7月16日，公司主营业务涉及风力发电、太阳能发电为主的新能源项目的开 发、投资和运营。主营业务收入构成为：电力销售98.99%，其他0.65%，租赁0.37%。 截至9月30日，华电新能股东户数47.97万，较上期减少80.89%；人均流通股5222股，较上期增加 423.32%。2025年1月-9月，华电新能实现营业收入294.79亿元，同比增长18.21%；归母净利润77.05亿 元，同比增长0.17%。 责任编辑：小浪快报 1月6日，华电新能涨0.32%，成交额4.04亿元。两融数据显示，当日华电新能获融资买入额3943.94万 元，融资偿还4744.05万元，融资净买入-800.11万元。截至1月6日，华电新能融资融券余额合计6.36亿 元。 融资方面，华电新能当日融资买入3943.94万元。当前融资余额6.34亿元，占流通市值的3.98%。 融券方面，华电新能1月6日融券偿还5000.00股，融券卖出2500.00股，按当日收盘价计算，卖出金额 1.59万元；融券余量20. ...

Group 1 - The core viewpoint of the news is that 嘉泽新能 (Jiaze New Energy) has shown significant trading activity and financial performance, indicating strong investor interest and potential growth in the renewable energy sector [1][2][3] Group 2 - On January 6, 嘉泽新能's stock price increased by 5.18%, with a trading volume of 706 million yuan. The financing buy-in amount for the day was 96.68 million yuan, while the financing repayment was 52.16 million yuan, resulting in a net financing buy-in of 44.52 million yuan [1] - As of January 6, the total financing and securities lending balance for 嘉泽新能 was 500 million yuan, with the financing balance at 499 million yuan, accounting for 4.21% of the circulating market value, which is above the 90th percentile level over the past year [1] - 嘉泽新能's main business includes renewable energy generation, development, construction, and sale of renewable energy power stations, with 93.64% of revenue coming from these activities [2] - For the period from January to September 2025, 嘉泽新能 reported a revenue of 1.864 billion yuan, representing a year-on-year growth of 2.66%, and a net profit attributable to shareholders of 595 million yuan, with a year-on-year increase of 7.99% [2] - The company has distributed a total of 1.495 billion yuan in dividends since its A-share listing, with 905 million yuan distributed in the last three years [3] - As of December 31, 2025, 嘉泽新能's top ten circulating shareholders included 东方红新动力混合A (Dongfanghong New Power Mixed A) as the eighth largest shareholder, holding 20.15 million shares, while 香港中央结算有限公司 (Hong Kong Central Clearing Limited) was the tenth largest shareholder, holding 18.76 million shares, a decrease of 9.44 million shares from the previous period [3]

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【1月6日，河南发文推进能源基建，力争首季投资240亿】1月6日，河南省人民政府办公厅印发《推动 2026年第一季度发展实现良好开局若干政策措施》。文件提出推进能源基础设施建设，加快陕煤信阳清 洁高效煤电、洛阳洛宁抽水蓄能电站等重大项目建设。同时积极推进风电、光伏发电等可再生能源项目 建设，力争2026年第一季度完成全口径能源基础设施实物量投资240亿元。 ...

Core Viewpoint - The article highlights the successful development and operation of the world's first 30-megawatt pure hydrogen gas turbine, "Jupiter-1," by Mingyang Hydrogen Power Technology Co., a subsidiary of Mingyang Group, achieving stable pure hydrogen power generation [1] Group 1: Technology and Innovation - The "Jupiter-1" gas turbine represents a complete closed-loop system from renewable energy sources (wind and solar) to hydrogen production and then to pure hydrogen power generation [1] - The turbine's design overcame three major technical challenges associated with hydrogen combustion: "easy backfire, strong oscillation, and high emissions," resulting in proprietary combustion chamber design and control technology [1] - The integrated combustion chamber nozzle was manufactured using 3D printing technology, showcasing advanced manufacturing capabilities [1] Group 2: Efficiency and Output - The combined cycle efficiency of the turbine reaches 70% in a heat supply environment, while the overall "electric-hydrogen-electric" conversion efficiency is 35% [1] - The turbine can generate approximately 48,000 kilowatt-hours of electricity per hour, sufficient to meet the daily electricity needs of 5,500 households [1] - The technology is expected to complement variable renewable energy sources like wind and solar, enhancing the safety and stability of new power systems [1]

1月5日，华电新能涨0.79%，成交额2.79亿元。两融数据显示，当日华电新能获融资买入额3271.14万 元，融资偿还3214.10万元，融资净买入57.04万元。截至1月5日，华电新能融资融券余额合计6.44亿 元。 融资方面，华电新能当日融资买入3271.14万元。当前融资余额6.42亿元，占流通市值的4.04%。 融券方面，华电新能1月5日融券偿还4200.00股，融券卖出4200.00股，按当日收盘价计算，卖出金额 2.66万元；融券余量21.14万股，融券余额134.03万元。 资料显示，华电新能源集团股份有限公司位于北京市西城区宣武门内大街2号B座9层，成立日期2009年 8月18日，上市日期2025年7月16日，公司主营业务涉及风力发电、太阳能发电为主的新能源项目的开 发、投资和运营。主营业务收入构成为：电力销售98.99%，其他0.65%，租赁0.37%。 截至9月30日，华电新能股东户数47.97万，较上期减少80.89%；人均流通股5222股，较上期增加 423.32%。2025年1月-9月，华电新能实现营业收入294.79亿元，同比增长18.21%；归母净利润77.05亿 元，同比增长 ...

本文源自：金融界AI电报 协合新能源(00182.HK)发布公告，该集团2025年12月权益发电量为790.32GWh。前12个月权益发电量为 8585.97GWh。 ...

協合新能源(00182)发布公告，该集团2025年12月权益发电量为790.32GWh。前12个月权益发电量为 8585.97GWh。 ...

智通财经APP讯，協合新能源(00182)发布公告，该集团2025年12月权益发电量为790.32GWh。前12个月 权益发电量为8585.97GWh。 ...