来源：新浪证券-红岸工作室 分红方面，新中港A股上市后累计派现3.44亿元。近三年，累计派现2.04亿元。 今年以来新中港已经9次登上龙虎榜，最近一次登上龙虎榜为7月17日，当日龙虎榜净买入-5126.72万 元；买入总计4983.50万元 ，占总成交额比6.65%；卖出总计1.01亿元 ，占总成交额比13.50%。 资料显示，浙江新中港热电股份有限公司位于浙江省嵊州市剡湖街道罗东路28号，成立日期1997年10月 17日，上市日期2021年7月7日，公司主营业务涉及采用热电联产的方式进行热力产品和电力产品的生产 及供应。主营业务收入构成为：热电联产95.17%，储能电力4.73%，其他0.10%。 新中港所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：QFII持股、储能、碳中和、增 持回购、小盘等。 截至6月30日，新中港股东户数2.04万，较上期减少4.18%；人均流通股19622股，较上期增加4.37%。 2025年1月-6月，新中港实现营业收入3.64亿元，同比减少17.74%；归母净利润6181.04万元，同比减少 4.62%。 8月27日，新中港盘中下跌2.08%，截至14:26，报8 ...

8月25日，华电国际今日收盘5.49元，上涨1.48%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到11.05倍，创32天以来新低，总市值637.49亿元。 从行业市盈率排名来看，公司所处的电力行业行业市盈率平均23.61倍，行业中值20.33倍，华电国际排 名第17位。 截至2025年一季报，共有57家机构持仓华电国际，其中基金57家，合计持股数16246.49万股，持股市值 8.89亿元。 华电国际电力股份有限公司的主营业务是发电、供热、煤炭销售及其他相关业务。公司的主要产品是电 力产品和热力产品。 最新一期业绩显示，2025年一季报，公司实现营业收入265.77亿元，同比-14.14%；净利润19.30亿元， 同比3.66%，销售毛利率10.73%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)8华电国际11.0511.181.44637.49亿行业平均 23.6124.472.26421.46亿行业中值20.3321.721.57161.87亿1皖能电力8.038.001.02165.03亿2江苏国信 8.839.070.89293.56亿3福能股份9.259.741.052 ...

报告显示，吉电股份实现清洁能源装机1135.09万千瓦，占总装机比重77.48%，装机占比持续提高，进一步提升公司可持续发展能力；煤电装机330万千 瓦，均为热电联产机组，通过控制成本、加强电力营销、开拓供热市场，充分发挥火电板块基础作用。 山东潍坊风光储多能互补试点项目首期二批（风电）投入金额超14.78亿元，已完成进度38.7%； 山东潍坊风光储多能互补试点项目首期三批（420MW光伏）投入金额超9.788亿元，已完成进度83%。 在山东新能源市场，吉电股份（000875.SZ）这两个重磅项目正在加快推进中。8月21日晚间，吉电股份在披露的半年报中，给出了这两个投资项目的进 度，这俩项目系由吉电股份自有资金建设。 "公司始终坚持绿色低碳发展方向，全面优化自身能源结构，推动能源高效利用，由传统煤电转型为以新能源、绿色氢基能源为主的多能源品种的综合能 源类上市公司，助力构建新型能源体系。"报告分析认为。 | | 营业收入 | 营业成本 | 毛利率 | 营业收入比上 | 营业成本比上 | 毛利率比上年 | | --- | --- | --- | --- | --- | --- | --- | | | | | | ...

截至发稿，吉电股份市值为193亿元。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 每经AI快讯，吉电股份（SZ 000875，收盘价：5.32元）8月21日晚间发布公告称，公司第九届第三十四 次董事会会议于2025年8月20日在公司三楼会议室以现场会议方式召开。会议审议了《章程》等文件。 2025年1至6月份，吉电股份的营业收入构成为：电力产品占比86.62%，热力产品占比10.86%，运维和 综合智慧能源及其他占比2.52%。 （记者 张明双） ...

Group 1 - The core viewpoint of the articles highlights that Huadian International's stock closed at 5.66 yuan, down 1.39%, with a rolling PE ratio of 10.70 times and a total market capitalization of 61.73 billion yuan [1][2] - The average PE ratio for the power industry is 23.84 times, with a median of 20.04 times, placing Huadian International at the 12th position within the industry [1][2] - As of the first quarter of 2025, 96 institutions hold shares in Huadian International, including 87 funds, 7 others, and 2 insurance companies, with a total shareholding of 811,162.67 thousand shares valued at 46.642 billion yuan [1] Group 2 - Huadian International's main business includes power generation, heating, coal sales, and other related activities, with its primary products being electricity and heat [1] - The latest performance report for the first quarter of 2025 shows that the company achieved an operating income of 26.577 billion yuan, a year-on-year decrease of 14.14%, and a net profit of 1.930 billion yuan, a year-on-year increase of 3.66%, with a gross profit margin of 10.73% [1]

Group 1 - The core viewpoint of the articles highlights the current financial performance and market position of Huadian International, indicating a low PE ratio compared to industry averages [1][2] - As of June 17, Huadian International's stock closed at 5.97 yuan, with a PE ratio of 10.58, marking a 19-day low and a total market capitalization of 61.059 billion yuan [1] - The average PE ratio for the power industry is 23.14, with a median of 19.95, positioning Huadian International at 13th among its peers [1][2] Group 2 - As of the first quarter of 2025, 96 institutions hold shares in Huadian International, including 87 funds, with a total shareholding of 811,162.67 thousand shares valued at 46.642 billion yuan [1] - The company's main business includes power generation, heating, coal sales, and related services, with primary products being electricity and heat [1] - In the latest quarterly report, Huadian International reported revenue of 26.577 billion yuan, a year-on-year decrease of 14.14%, and a net profit of 1.930 billion yuan, reflecting a year-on-year increase of 3.66% with a sales gross margin of 10.73% [1]

Group 1 - The core viewpoint of the articles indicates that Huadian International's stock is currently undervalued compared to the industry average, with a PE ratio of 10.26 compared to the industry average of 23.00 [1][2] - As of the first quarter of 2025, Huadian International reported a revenue of 26.577 billion yuan, a year-on-year decrease of 14.14%, while net profit was 1.930 billion yuan, reflecting a year-on-year increase of 3.66% [1] - The company has a total market capitalization of 59.218 billion yuan, ranking 13th in the power industry based on PE ratio [1][2] Group 2 - The company operates primarily in power generation, heating, and coal sales, with its main products being electricity and heat [1] - A total of 96 institutions hold shares in Huadian International, including 87 funds, 7 other institutions, and 2 insurance companies, with a total shareholding of approximately 811.162 million shares valued at 46.642 billion yuan [1]

Core Viewpoint - The company anticipates a balanced and easing coal market in 2025, supported by stable macroeconomic growth in China, which will drive electricity demand [2][3] Industry Performance - In 2025, coal production and consumption are expected to maintain a growth trend, leading to a relatively balanced coal market [2] - The macroeconomic stability in China is projected to provide a steady support for electricity demand growth [2] Company Performance - In 2024, the company achieved a net profit of 166 million yuan, marking a turnaround from losses [3] - In Q1 2025, the company reported a net profit of 477 million yuan, a year-on-year increase of 12.94% [4] - The company's main revenue for Q1 2025 was 5.157 billion yuan, a decrease of 3.7% year-on-year [4] - The company's net profit excluding non-recurring items was 463 million yuan, up 24.5% year-on-year [4] - The company has a debt ratio of 78.09% and a gross margin of 23.68% [4] Future Growth Drivers - Key performance drivers for the company include electricity generation, electricity prices, fuel prices, coal production and sales volumes, and coal sales prices [3] - The company plans to enhance operational efficiency, innovate technology, and manage environmental policies to indirectly influence performance [3] Strategic Measures - The company is focusing on improving coal quality and production efficiency to counteract the downward trend in coal prices [4] - Strategies include enhancing coal production and sales coordination, expanding coal market outreach, and maintaining a zero-inventory strategy [4] - The company emphasizes the importance of coal quality management to improve economic benefits [4]

Core Viewpoint - Huadian International plans to acquire 80% equity of Jiangsu Company from China Huadian Group and various stakes in other companies through cash payments, aiming to enhance its asset scale and profitability [1][5]. Group 1: Acquisition Details - Huadian International will acquire 80% of Jiangsu Company for a total consideration of 34.28 billion yuan [2]. - The acquisition includes stakes in Shanghai Fuxin (51%), Shanghai Minhang (100%), Guangzhou University Town (55%), Fuxin Guangzhou (55%), Fuxin Jiangmen (70%), Fuxin Qingyuan (100%), and Guigang Company (100%) [1][2]. - The total cash consideration for the acquisitions amounts to 71.66 billion yuan, with 34.28 billion yuan specifically for Jiangsu Company [2]. Group 2: Financial Performance - As of 2024, Huadian International reported a revenue of 113 billion yuan, a decrease of 3.57% year-on-year, while net profit increased by 26.11% to 5.703 billion yuan [3]. - The latest quarterly revenue was 26.58 billion yuan, down 14.14% year-on-year, with a net profit of 1.93 billion yuan, up 3.66% [3]. - The company’s main business revenue is primarily from electricity and heat sales, accounting for approximately 92.97% of total revenue, with electricity sales being the largest segment at 83.84% [3]. Group 3: Industry Context - Despite the rapid development of renewable energy, coal-fired power remains a critical component of the energy mix, accounting for 43.14% of installed capacity and 67.36% of total generation in 2024 [6]. - The acquisition focuses on traditional coal-fired assets, injecting approximately 16.06 million kilowatts of coal power assets, which will increase Huadian International's total installed capacity to about 75.88 million kilowatts [5]. - The acquisition fills gaps in Huadian International's presence in key economic regions of East and South China [7]. Group 4: Regulatory Environment - The China Securities Regulatory Commission (CSRC) has recently revised the regulations on major asset restructuring for listed companies, facilitating mergers and acquisitions [7]. - Key changes include a phased payment mechanism for share consideration, increased tolerance for financial condition changes, and simplified review procedures for certain transactions [7].