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龙源电力涨2.79%,成交额1.59亿元,后市是否有机会?
Xin Lang Cai Jing· 2026-02-27 08:22
Core Viewpoint - Longyuan Power Group Co., Ltd. is actively involved in the green energy sector, focusing on wind and solar power generation, and is participating in the national carbon market development [2][6]. Group 1: Company Overview - Longyuan Power's main business includes wind and solar power generation, with electricity and heat as its primary products [2]. - The company has been a pioneer in the national carbon market, executing the first carbon trading transaction when the market launched in 2021 [2]. - Longyuan Power has signed a framework agreement with the government of Tieli City, Heilongjiang Province, to develop a 3.53 million kW renewable energy project, including a 3 million kW pumped storage project [2]. Group 2: Financial Performance - As of September 30, Longyuan Power reported a revenue of 22.22 billion yuan for the first nine months of 2025, a year-on-year decrease of 15.67% [7]. - The net profit attributable to the parent company for the same period was 4.39 billion yuan, down 19.76% year-on-year [7]. - The company has distributed a total of 6.814 billion yuan in dividends since its A-share listing, with 5.582 billion yuan distributed over the past three years [8]. Group 3: Market Activity - On February 27, Longyuan Power's stock rose by 2.79%, with a trading volume of 159 million yuan and a turnover rate of 0.19%, bringing the total market capitalization to 138.606 billion yuan [1]. - The main net inflow of funds today was 5.224 million yuan, accounting for 0.03% of the total, indicating a continuous increase in main funds over the past two days [3][4]. - The average trading cost of the stock is 16.42 yuan, with the current price approaching a resistance level of 16.64 yuan, suggesting potential for upward movement if this level is surpassed [5].
中国大唐:夯实保供根基 守护万家温暖
Xin Lang Cai Jing· 2026-02-27 02:56
寒潮之下的黑龙江多地降雪频发、气温骤降,七台河最低气温跌至零下24摄氏度。大唐七台河发电公司 505名"电力卫士"顶风雪、冒严寒,提前制定完善保供保电方案,从严强化机组运维,全力增供燃煤。 该公司燃料质检部负责人钟超,清晨8点便带领班组奔赴岗位,测温、巡检、排查冻堵隐患,以一系列 细致入微的工作,保障现场与中控高效联动、无缝配合。夜幕降临,钟超依旧坚守在保供一线,用实际 行动诠释着大唐发电人的责任与担当。春节期间,该公司煤厂库存同比增加80.13%,为保供工作筑牢 坚实的燃料基础。 在零下20多度的内蒙古,大唐托克托发电公司长输供热改造项目火力全开,以6300万平方米的供热能 力,将融融暖意送入呼和浩特千家万户,为首府人民送上高标准的"大唐温度",700名"电力卫士"坚守 岗位,用责任与坚守守护节日里电力、热力的可靠供应。大唐克旗煤制天然气公司承担着北京年用气量 13%以上的任务,春节期间,大唐煤化工人顶风冒寒、坚守岗位,日均天然气产量连续55天突破880万 方,筑牢首都冬季用气安全防线。 "我们每隔2小时就会对重要设备开展一次巡检,并做好设备运行参数记录,确保机组安全稳定运 行。"凌晨3点,大唐葫芦岛热电公 ...
10.96亿千瓦时!黄河公司交出春节保供答卷
Xin Lang Cai Jing· 2026-02-26 18:39
本报讯 (记者 王菲菲) 2月26日,国家电投集团黄河上游水电开发有限责任公司发布消息,春节假期 黄河公司统筹水光风火发电板块优势,9天累计完成发电量10.96亿千瓦时。其中,水电发电量4.44亿千 瓦时,新能源发电量4.3亿千瓦时,火电发电量2.22亿千瓦时,供热量27.68万吉焦,圆满完成春节期间 安全保电、民生供暖双重任务。 火电板块作为能源保供的重要支撑,黄河公司三家火电企业均提前制定春节期间保供措施,加强燃煤采 购储存各环节管理,确保机组"口粮"供应及时充足,关键时刻能发得出、顶得上、稳得住。春节期间, 累计完成入厂燃料验收37批次,检测关键指标近222项,为机组稳定运行筑牢燃料根基。 从青海羊曲、龙羊峡到甘肃盐锅峡、宁夏青铜峡,再到陕西嘉陵江巨亭水电站,黄河公司1315.82万千 瓦的水电装机,累计完成发电量达4.44亿千瓦时,为万家团圆提供着稳定可靠的绿色电能。在智慧场站 建设的引领带动下,黄河公司新能源场站能源保供呈现"科技+人力"双轮驱动的保供图景。通过"科技手 段"与现场职工协同作战,新能源场站维检效率得到极大提高,有效保障了生产设备安全稳定运行。 春节期间,黄河公司本部及所属各单位严格执 ...
大唐国际圆满完成春节能源保供任务
Xin Lang Cai Jing· 2026-02-26 10:22
(来源:大唐国际发电股份有限公司) 春节期间,大唐国际发电股份有限公司以"时时放心不下"的责任感抓好安全生产和能源保供工作,一线干部职工坚守岗位、尽责担当,为千家万户度过一 个温暖、祥和、明亮的新春佳节提供了坚强能源保障。 筑牢安全生产"铜墙铁壁"。在节日前组织系统企业对重要区域、重要系统进行专项隐患排查,落实好防人身、防设备损坏、防供热中断、防火灾等安全措 施,并针对季节特点做好防寒防冻、极端天气应对各项措施的落实,确保安全风险可控在控。 下一步,大唐国际将继续坚定履行好首都能源保供主力军的功能使命,以更严标准、更实举措、更硬作风,扛好能源央企"顶梁柱""压舱石"的责任担当。 (来源:大唐国际发电股份有限公司) 春节期间,大唐国际发电股份有限公司以"时时放心不下"的责任感抓好安全生产和能源保供工作,一线干部职工坚守岗位、尽责担当,为千家万户度过一 个温暖、祥和、明亮的新春佳节提供了坚强能源保障。 唐山热电公司紧盯关键环节,对危险源实施分级管控,通过"零违章"专项行动与每日巡回检查,压实全员安全生产责任。马头热电公司抓实节前安全大检 查,制定下发专项方案,对重要区域开展"反复查""回头看",对排查出的隐患全程 ...
华电国际涨2.04%,成交额2.52亿元,主力资金净流入3765.92万元
Xin Lang Cai Jing· 2026-02-25 02:27
2月25日,华电国际盘中上涨2.04%,截至10:07,报4.99元/股,成交2.52亿元,换手率0.55%,总市值 579.43亿元。 资金流向方面,主力资金净流入3765.92万元,特大单买入5870.50万元,占比23.25%,卖出1385.15万 元,占比5.49%;大单买入5914.33万元,占比23.43%,卖出6633.75万元,占比26.28%。 华电国际今年以来股价涨0.60%,近5个交易日涨2.25%,近20日跌1.19%,近60日跌2.16%。 资料显示,华电国际电力股份有限公司位于北京市西城区宣武门内大街2号,成立日期1994年6月28日, 上市日期2005年2月3日,公司主营业务涉及建设、经营发电厂,包括大型高效的燃煤燃气发电机组及多 项可再生能源项目。主营业务收入构成为:发电86.84%,供热11.79%,售煤0.76%,其他(补充)0.60%。 华电国际所属申万行业为:公用事业-电力-火力发电。所属概念板块包括:电力改革、MSCI概念、 MSCI中国、H股、大盘均衡等。 截至9月30日,华电国际股东户数13.73万,较上期增加9.79%;人均流通股0股,较上期增加0.00%。 2 ...
扬电公司:春节发电供热量均同比攀升 圆满完成安全保供任务
作为扬州地区核心电热支撑点,扬电公司总装机容量161万千瓦,是守护地方能源安全的"主力军"。春 节前夕,扬州市委书记王进健深入该公司生产现场,实地检查春节期间保供措施落实情况,叮嘱公司 以"责任重于山"的担当,抓实抓细电热安全保供各项工作,确保全市人民亮堂过年、温暖过节。该公司 牢记嘱托、扛牢使命,充分发挥央企能源保供"顶梁柱""压舱石"作用,打好"查隐患、严管理、足储 备"组合拳,全方位织密能源保供防护网,全面奏响春节安全保供最强音。 备"足"口粮,夯实供应硬保障。燃煤是机组稳发满发的"生命线",为确保春节期间机组"口粮"充足、品 质可靠,该公司提前谋划、精准发力,组建专项工作组奔赴晋陕蒙煤矿产区,面对面对接储煤发运计 划,千方百计落实优质煤源,全力以赴做好催装催运、监质监装工作,合理统筹码头调度与运输船舶衔 接,全方位打通燃煤供应"绿色通道"。同步高效推进燃煤转运、接卸、储存全流程闭环管控,对入厂煤 第一时间开展采制样、化验工作,科学细化配煤掺烧方案,以充足的燃煤储备、优质的煤源保障,为春 节期间机组安全稳发、满发满供提供坚实支撑,确保电热供应不中断、不缺位。 "查"除隐患,筑牢保供硬根基。节前,扬电公司 ...
中南文化筹划重大资产重组,拟收购苏龙热电控股权
Jing Ji Guan Cha Wang· 2026-02-14 14:20
Core Viewpoint - Zhongnan Culture is planning a significant asset restructuring by acquiring a thermal power plant with a total installed capacity of 1.215 million kilowatts, indicating a strategic shift towards the "manufacturing + energy" sector, distancing itself from its previous focus on cultural media [1][2]. Group 1: Acquisition Details - The target company, Su Long Thermal Power Co., Ltd., is a large state-owned enterprise with a registered capital of 2.4 billion yuan, recognized as a "benchmark power plant" in Jiangsu Province [2]. - Zhongnan Culture intends to acquire a controlling stake in Su Long Thermal Power through a combination of issuing shares and cash payments, with the final transaction price to be determined based on an assessment report [2]. - The acquisition is expected to constitute a major asset restructuring and is classified as a related party transaction, but it will not involve a restructuring listing [1][2]. Group 2: Company Background - Zhongnan Culture, originally focused on metal pipe manufacturing, transitioned into the cultural industry in 2013 through the acquisition of a media company, leading to rapid growth in net profit from 140 million yuan to nearly 300 million yuan between 2015 and 2017 [3]. - The company faced significant challenges in 2018, with a 36.4% decline in revenue to 970 million yuan and a net loss of 2.1 billion yuan, primarily due to market changes and internal issues [3]. - After restructuring in 2020-2021, Zhongnan Culture refocused on its manufacturing core while retaining some cultural media operations, achieving a revenue of 910 million yuan in the first three quarters of 2025, a 40.1% increase year-on-year [4].
文化传媒营收仅剩1%,昔日“影视大佬”拟收购百万千瓦级热电厂
Jing Ji Guan Cha Wang· 2026-02-13 09:25
据公告,中南文化与标的公司控股股东江阴电力投资有限公司签署了《股权收购意向协议》,约定公司 通过发行股份及支付现金的方式购买其持有的标的公司股权,最终价格由公司聘请符合《中华人民共和 国证券法》规定的评估机构出具的评估报告结果为定价依据,由交易各方协商确定。上述协议为交易各 方就本次交易达成的初步意向,停牌期间,交易相关方将积极协商,本次交易的具体方案将由交易各方 另行签署正式协议予以约定。 2月12日晚,中南文化(002445)(002445.SZ)发布关于筹划重大资产重组事项的停牌公告,公司拟收购 一家百万千瓦级热电厂并募集配套资金,公司称预计在不超过10个交易日内披露本次交易方案。这起并 购或许意味着公司主业将进一步聚焦"制造+能源",这家昔日"影视大佬"也将与文化传媒产业渐行渐 远。 被收购电厂总装机容量121.5万千瓦 中南文化公告称,正在筹划通过发行股份及支付现金的方式购买江阴苏龙热电有限公司(以下简称"苏龙 热电")控股权并募集配套资金。根据《上市公司重大资产重组管理办法》等相关法律法规规定,本次交 易预计构成重大资产重组,构成关联交易,不构成重组上市。因有关事项尚存在不确定性,为了维护投 资者 ...
龙源电力跌1.02%,成交额7243.78万元,近3日主力净流入-616.04万
Xin Lang Cai Jing· 2026-02-13 08:19
Core Viewpoint - Longyuan Power Group Co., Ltd. is actively involved in the green energy sector, focusing on wind and solar power generation, and is participating in the national carbon market development [2][6]. Group 1: Company Overview - Longyuan Power's main business includes wind and solar power generation, with electricity and heat as its primary products [2]. - The company has been a pioneer in the national carbon market, executing the first carbon trading transaction when the market launched in 2021 [2]. - Longyuan Power has signed a framework agreement with the government of Tieli City, Heilongjiang Province, to develop a 3.53 million kW renewable energy project, including a 3 million kW pumped storage project [2][6]. Group 2: Financial Performance - As of September 30, Longyuan Power reported a revenue of 22.22 billion yuan for the first nine months of 2025, a year-on-year decrease of 15.67% [7]. - The net profit attributable to shareholders for the same period was 4.39 billion yuan, down 19.76% year-on-year [7]. - The company has distributed a total of 6.814 billion yuan in dividends since its A-share listing, with 5.582 billion yuan distributed over the past three years [8]. Group 3: Market Activity - On February 13, Longyuan Power's stock fell by 1.02%, with a trading volume of 72.44 million yuan and a turnover rate of 0.09%, bringing the total market capitalization to 130.16 billion yuan [1]. - The stock has seen a net outflow of 5.46 million yuan from major investors today, with a total of 20.55 billion yuan net outflow in the industry [3][4]. - The average trading cost of the stock is 16.43 yuan, with the current price near a support level of 15.40 yuan [5].
拟购苏龙热电控股权,中南文化2月13日起停牌
Bei Jing Shang Bao· 2026-02-12 13:19
据悉,苏龙热电经营范围涵盖热力生产和供应,石灰和石膏制造,船舶港口服务,装卸搬运等领域。 中南文化表示,公司预计在不超过10个交易日内披露本次交易方案,即在3月9日前按照要求披露相关信 息,并申请复牌。 公告显示,根据《上市公司重大资产重组管理办法》等相关法律法规规定,本次交易预计构成重大资产 重组,构成关联交易,不构成重组上市。 北京商报讯(记者马换换李佳雪)2月12日晚间,中南文化(002445)披露公告称,公司正在筹划通过发 行股份及支付现金的方式购买江阴苏龙热电有限公司(以下简称"苏龙热电")控股权并募集配套资金。公 司股票自2月13日起开始停牌。 ...