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格力电器承诺家用空调不涨价;2025年南方电网“西电东送”送电量创历史新高丨大湾区财经早参
Mei Ri Jing Ji Xin Wen· 2026-01-05 17:41
Group 1 - Gree Electric Appliances has committed to not raising prices on household air conditioners and has no plans for "aluminum replacing copper" [1] - This decision may put short-term pressure on the company but is expected to strengthen brand premium and user loyalty in the long run, benefiting the high-end market [1] Group 2 - In 2025, the South China Grid's "West-to-East Power Transmission" is projected to reach a record high of 2,616 billion kilowatt-hours, exceeding 311 billion kilowatt-hours compared to 2020 [2] - This increase will support electricity load in Guangdong, reduce manufacturing electricity costs, and accelerate the rise of clean energy, solidifying the energy foundation for regional high-quality development [2] Group 3 - A medium-sized composite wing drone developed by a company in Zhongshan has recently received a type certificate from the Civil Aviation Administration of China, marking it as the first unmanned aerial product globally to meet airworthiness requirements in its category [3] - This achievement is expected to enhance Zhongshan's position in the drone industry chain and promote the localization of core components such as flight control and power systems, aiding the rapid development of the low-altitude economy in the Pearl River Delta [3] Group 4 - In December 2025, the number of building sale contracts in Hong Kong reached 8,999, reflecting a year-on-year increase of 63.3% and a month-on-month increase of 26.4% [4] - The total value of contracts was 65 billion HKD, with a year-on-year increase of 52% and a month-on-month increase of 11.3%, driven by factors such as US interest rate cuts, favorable conditions for Hong Kong stocks, and an influx of high-level talent [4] Group 5 - The Shenzhen Component Index closed at 13,828.63 points, up 2.24% [5] Group 6 - The top gainers in the Shenzhen market included *ST Tianlong at 5.39 CNY with a rise of 20.04%, Zhite New Materials at 13.42 CNY with a rise of 20.04%, and Daoshi Technology at 26.99 CNY with a rise of 20.01% [6] - The top losers included Qidi Design at 11.67 CNY with a drop of 16.74%, Anlian Ruishi at 76.00 CNY with a drop of 13.64%, and Shandong Zhanggu at 9.62 CNY with a drop of 10.01% [6]
内蒙古蒙电华能热电股份有限公司 关于发行股份及支付现金购买资产暨关联交易事项 获得中国证券监督管理委员会同意注册批复的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600863 证券简称:内蒙华电公告编号:临2025-079 债券代码:240364债券简称:23蒙电Y2 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 内蒙古蒙电华能热电股份有限公司(以下简称"内蒙华电"或"公司")拟通过发行股份及支付现金相结合 的方式向北方联合电力有限责任公司购买其持有的北方上都正蓝旗新能源有限责任公司70%股权与北方 多伦新能源有限责任公司75.51%股权,并募集配套资金(以下简称"本次交易")。 公司于2025年12月31日收到中国证券监督管理委员会出具的《关于同意内蒙古蒙电华能热电股份有限公 司发行股份购买资产并募集配套资金注册的批复》(证监许可〔2025〕3031号)(以下简称"批复")。 批复文件的主要内容如下: "一、同意你公司向北方联合电力有限责任公司发行771,864,503股股份购买相关资产的注册申请。 二、同意你公司发行股份募集配套资金不超过265,000万元的注册申请。 三、你公司本次发行股份购买资产并募集配套资金应当严格 ...
西方专家:中国电网一旦最终成熟,将影响全球乃至掀起能源革命
Sou Hu Cai Jing· 2026-01-05 15:43
很多人每天用电,却很少认真思考一个问题:电意味着什么? 它不仅仅是家里灯能否亮起,手机是否充满电,更关乎一个国家的工业血脉和科技基础。没有可靠的电 力,现代文明将难以维持运转。 文、编辑 | 橙子 前言 中国电力的发展历程,正是一部国家现代化和产业升级的缩影。从19世纪末上海外滩的一盏电灯,到新 中国成立时仅有185万千瓦的装机容量,再到2024年底33.5亿千瓦的全球最大规模,中国用几十年时间 实现了电力跨越式发展。 从电灯到电力王国 中国的电力发展,从象征性灯光到全球领先,经历了漫长而艰辛的积累。1879年,上海公共租界外滩的 一台蒸汽发电机点亮了中国第一盏电灯,这一举动更多是象征意义,仅用于外滩道路照明,与普通民众 生活无关,电力普及更是无从谈起。 新中国成立时,全国发电装机容量仅为185万千瓦,年发电量43亿千瓦时,相当于今天一座中型城市的 用电量。 当时工业生产高度依赖白天,夜晚停工成为常态,农村更是长期处于无电状态,电力的缺乏不仅制约生 活水平提升,更直接限制了工业化进程的推进。 改革开放前,中国的电力建设长期受制于资金短缺、技术落后和基础薄弱等多重问题。五六十年代,水 电和火电虽有初步发展,但产 ...
美美与共绘新图——经济学者“一带一路”行思录(十)
Sou Hu Cai Jing· 2026-01-05 15:18
冬浅风清 不负流年 新时代高质量共建"一带一路"博大精深、内涵丰富,与之呼应,土耳其积极推动"中间走廊倡议",旨在提升自身在国际贸易中的地位,加强与周边国家的 经济联系。中土两国对多边主义和全球化自由贸易有着相同视角,共同守护、弘扬"丝路精神",并致力于促进商业、投资和文化互动。 "中间走廊"作为连接亚欧的重要通道,与"一带一路"倡议对接发展有利于促进我国与土耳其及沿线国家贸易往来和经济发展,也有利于新疆维吾尔自治区 等我国西部省区向西开放,为各国企业提供更广阔的市场和发展空间,同时推动区域内资源优化配置和产业协同发展。2021年7月习近平主席与埃尔多安 总统通电话时强调推进对接工作;2024年11月中土共建"一带一路"倡议和"中间走廊倡议"对接合作工作组第一次会议在北京召开,围绕多个领域合作进行 深入沟通协调;2025年3月土方再次强调愿同中方通过两国政府间合作委员会等机制,推进"中间走廊倡议"同共建"一带一路"进行更深入的对接协调。 由此,两国经贸关系日益紧密。土耳其对中国出口主要是干果、大理石、铬矿石、棉麻丝及部分农产品;自中国主要进口电子产品、机械设备、光伏设 备、工业原材料及新能源汽车等。"中间走廊 ...
晒炒股成绩单!紫金陈:我太菜了
过去几个月没发声的知名小说家紫金陈,近日晒出了自己的账户收益,面对2025年超30%的收益,紫金 陈直言,"收益不好,感觉太菜了"。 面对紫金陈的自谦,多位网友表示,"紫老师在凡尔赛"。 如果将紫金陈的2025年收益率和公募基金相比,紫金陈处于中等水平。据统计,衡量公募基金投资能力 的主动偏股型基金,2025年度平均收益率为32%。其中,年度收益率超过50%的基金约为800只,年度 净值翻倍的基金超过70只。 有意思的是,2024年12月27日,紫金陈也曾晒出炒股成绩单,彼时其年内收益率约为30%。虽然与2025 年收益率相仿,但是市场已发生明显变化,紫金陈的心境出现明显不同,对自己的评价从"还行"变 成"太菜了"。 知名投资人反思 除紫金陈外,近期,多位知名投资人也在复盘2025年操作得失,并展望2026年投资机遇。 紫金陈称自己"太菜了" 从紫金陈晒出的账户情况看,2025年收益率为31.17%,超过同期上证指数涨幅12.74个百分点。虽然该 收益击败了81%的股民,但紫金陈坦言,2025年收益不好,感觉太菜了,所以很少说话。 谈及2025年的操作,紫金陈表示:"年初重仓港股联通,很高兴地卖掉后半个月又涨 ...
南网能源:截至2025年12月31日股东总户数为101433户
Zheng Quan Ri Bao· 2026-01-05 14:46
(文章来源:证券日报) 证券日报网讯 1月5日,南网能源在互动平台回答投资者提问时表示,截至2025年12月31日,公司合并 普通账户和融资融券信用账户的持有人数为101433户。 ...
大连热电最新股东户数环比下降10.53% 筹码趋向集中
(原标题:大连热电最新股东户数环比下降10.53% 筹码趋向集中) 大连热电1月5日披露,截至12月31日公司股东户数为34000户,较上期(12月20日)减少4000户,环比 降幅为10.53%。这已是该公司股东户数连续第2期下降。 公司发布的三季报数据显示,前三季公司共实现营业收入3.80亿元,同比下降6.32%,实现净利润-1.13 亿元,同比增长3.28%,基本每股收益为-0.2780元。(数据宝) 证券时报•数据宝统计,截至发稿,大连热电收盘价为6.61元,上涨1.38%,本期筹码集中以来股价累计 上涨14.36%。具体到各交易日,7次上涨,2次下跌。 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 ...
长源电力:关于公司2025年度职工薪酬的具体情况请参考公司《2025年年度报告》
Zheng Quan Ri Bao Wang· 2026-01-05 13:44
Core Viewpoint - Changyuan Power (000966) emphasizes its commitment to a compensation management system that aligns with company performance and sustainable development, adhering to regulatory requirements [1] Group 1: Compensation Management - The company implements a salary management system that matches total wage expenses and employee salary growth with economic performance [1] - Annual performance is linked to the company's yearly operational results, ensuring that compensation reflects business success [1] - Specific details regarding employee compensation for the year 2025 will be disclosed in the company's designated media through the "2025 Annual Report" [1]
太阳能发电激增,欧洲迎来史上“负电价”最严重一年!
Hua Er Jie Jian Wen· 2026-01-05 13:22
Core Insights - The European electricity market is experiencing unprecedented "negative pricing" due to a surge in renewable energy output overwhelming grid capacity, highlighting structural imbalances in supply and demand as well as lagging infrastructure [1] Group 1: Market Dynamics - In 2025, Germany recorded 573 hours of negative pricing, a significant increase of 25% from the previous year, while Spain, which first experienced negative pricing in 2024, saw its negative pricing periods double in 2025 [1] - The rapid growth of renewable energy generation is colliding with stagnant electricity demand and ongoing grid bottlenecks, leading to a situation where excess power cannot be absorbed by demand [1][2] Group 2: Infrastructure Challenges - The expansion of renewable energy is outpacing the necessary upgrades to the electricity grid and the construction of battery storage facilities, resulting in a mismatch that hampers the grid's ability to respond to variable weather conditions [2] - The reliance on fossil fuels for backup support during periods of low renewable output contributes to extreme market volatility, characterized by frequent negative pricing during oversupply and sharp price spikes during shortages [2] Group 3: Trading Opportunities - The normalization of negative pricing, while pressuring renewable energy developers' revenues, is creating new profit opportunities for traders who are increasingly betting on battery storage [3] - Traders are adopting strategies to buy electricity when prices fall below zero and sell during scarcity, capitalizing on the price volatility driven by weather-dependent renewable energy supply [3] Group 4: Future Outlook - Market expectations indicate that the current imbalance is unlikely to be resolved in the short term, with price differentials potentially persisting into 2026 [4] - Efforts to promote further renewable energy development will face the reality of slowly recovering electricity demand, which may lead to increased use of natural gas and coal to meet additional load requirements, complicating market pricing mechanisms [4]
2025年险资举牌图谱:39次“落子”创十年新高,银行压仓、偏爱公用事业
Xin Lang Cai Jing· 2026-01-05 13:14
来源:蓝鲸新闻 (图片来源:视觉中 国) 2025年,在政策松绑与收益诉求的双重驱动下,保险资金在权益市场表现活跃,表现之一即是举牌频次 的提升,全年举牌次数攀升至39次,创下2016年以来新高。 从投资标的来看,银行股成为险资布局"压舱石",其低估值与高股息特征契合保险资金的稳健偏好;公 用事业板块也因稳定的现金流和防御属性备受青睐。 随着监管部门持续引导"长期资本"入市,险资正通过增配权益资产寻求收益弹性,未来有望进一步成为 资本市场的重要稳定力量。 政策松绑与收益诉求共振,险资举牌次数攀升至十年新高 近两年,在政策推动"长期资本"入市的背景下,险企布局权益市场规模持续提升,2024年,险企举牌次 数增至20次,2025年,该数据则进一步攀升,接近翻倍。 蓝鲸新闻记者统计,从具体的举牌情况来看,2025年参与举牌的险企中,平安人寿最为活跃,全年共计 举牌12次,其中,仅8月,就完成3度举牌,分别增持邮储银行H股(1658.HK)到15%,增持中国太保H 股(2601.HK)、中国人寿H股(2628.HK)至触举牌线。 除平安人寿外,长城人寿亦延续去年的举牌积极性,2025年进行4次举牌;弘康人寿进行四次举 ...