11月24日，京能热力盘中上涨2.03%，截至14:05，报13.09元/股，成交3.09亿元，换手率11.83%，总市 值34.51亿元。 资料显示，北京京能热力股份有限公司位于北京市丰台区汽车博物馆东路8号院3号楼9层908，成立日期 2002年12月12日，上市日期2017年9月15日，公司主营业务涉及热力供应,节能技术服务。主营业务收入 构成为：热力服务收入84.67%，工程收入14.43%，其他0.90%。 京能热力所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：小盘、QFII持股、碳中和、 节能环保、生物医药等。 截至10月31日，京能热力股东户数3.10万，较上期增加30.74%；人均流通股6542股，较上期减少 23.51%。2025年1月-9月，京能热力实现营业收入8.32亿元，同比增长24.03%；归母净利润5783.86万 元，同比增长35.57%。 分红方面，京能热力A股上市后累计派现1.09亿元。近三年，累计派现5670.29万元。 责任编辑：小浪快报 资金流向方面，主力资金净流出883.12万元，特大单买入884.31万元，占比2.86%，卖出1296.34万元， 占比 ...

大众网记者 赵港宁 济南报道 11月15日，济南正式进入采暖季，国家发展改革委近期部署供暖季能源保供工作，强调要重点保障民生 采暖用能，把保供工作做实做细。国网山东省电力公司积极落实这一要求，为济南能源集团"聊热入 济"、长清电厂配套输电通道、2×66万千瓦超超临界机组等重点工程提供精准服务与专业支撑，以可靠 电力为项目破局提速，筑牢泉城民生供暖与能源安全屏障。 电力护航民生线 "聊热入济"暖泉城 从线路设计到施工协调，电力各部门全程靠前服务。"遇到跨区域难题，他们总能第一时间对接解决， 让工程得以顺利推进。"目前关键段出线贯通正全力开展，该负责人表示："有这样的保障，我们对后续 机组满负荷运行充满信心，必将更好满足西部城区民生用能需求。" 后续，济南热电集团将持续深化与电力部门的对接，加快推进剩余线路建设，确保机组电力稳定外送， 为采暖季济南中西部电网保障及中心城区无煤化战略提供坚实支撑。 电力部门深入落实国家发展改革委保供要求，将民生需求贯穿始终，为这一跨区域供暖骨干工程提供全 链条保障。 "'聊热入济'采暖季前实现首次达产，1亿平方米供热面积的背后，是电力保障的硬核支撑。"济南能源 集团所属济南热力集团 ...

Core Viewpoint - 京能热力 has shown significant stock performance with a year-to-date increase of 23.65%, indicating strong market interest and potential growth in the utility sector [1][2]. Company Performance - As of November 4, 京能热力's stock price reached 12.35 CNY per share, with a market capitalization of 3.256 billion CNY [1]. - The company reported a revenue of 832 million CNY for the period from January to September 2025, reflecting a year-on-year growth of 24.03% [2]. - The net profit attributable to shareholders for the same period was 57.84 million CNY, representing a year-on-year increase of 35.57% [2]. Stock Activity - The stock has experienced a trading volume of 1.02 million CNY on November 4, with a turnover rate of 4.13% [1]. - Main capital inflow was recorded at 6.855 million CNY, with significant buying activity from large orders [1]. - 京能热力 has appeared on the龙虎榜 twice this year, with the latest occurrence on October 21, where it recorded a net buy of -71.51 million CNY [1]. Dividends - Since its A-share listing, 京能热力 has distributed a total of 109 million CNY in dividends, with 56.70 million CNY paid out over the last three years [3]. Shareholder Information - As of October 20, 京能热力 had 23,700 shareholders, an increase of 3.30% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 3.20% to 8,554 shares [2]. Industry Context - 京能热力 operates within the public utility sector, specifically in the electricity and heat supply industry, and is associated with concepts such as carbon neutrality and energy conservation [2].

Core Viewpoint - The company, 建投能源, primarily operates heat supply through its cogeneration power plants, with significant coverage in Hebei and Shanxi provinces, and plans to expand its heating services in the upcoming seasons [1] Group 1: Company Operations - Over 80% of the company's thermal power units are cogeneration units, which provide both electricity and heat [1] - The company owns several controlling stakes in heating companies, enhancing its operational capacity in the heat supply sector [1] Group 2: Heating Coverage - The company's heating services are mainly distributed across various locations in Hebei and the Shouyang area of Shanxi [1] - By the heating seasons of 2024-2025, the company aims to cover an area of 275 million square meters for heating services [1]

Core Viewpoint - The stock price of Jingneng Thermal has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 17.64% [1][2]. Company Performance - As of October 20, 2023, Jingneng Thermal reported a revenue of 832 million yuan for the period from January to September 2025, representing a year-on-year growth of 24.03%. The net profit attributable to the parent company was 57.84 million yuan, reflecting a 35.57% increase compared to the previous year [2]. - The company has a main business revenue composition of 84.67% from thermal service, 14.43% from engineering, and 0.90% from other sources [2]. Stock Market Activity - The stock price of Jingneng Thermal was reported at 11.75 yuan per share, with a market capitalization of 3.098 billion yuan. The trading volume was 36.54 million yuan, with a turnover rate of 1.52% [1]. - In the recent trading activity, there was a net outflow of 4.72 million yuan from main funds, with large orders accounting for 4.86% of total buying and 17.78% of total selling [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the latest occurrence on October 21, where it recorded a net buying of -71.51 million yuan [2]. Shareholder Information - As of October 20, 2023, the number of shareholders for Jingneng Thermal was 23,700, an increase of 3.30% from the previous period. The average circulating shares per person decreased by 3.20% to 8,554 shares [2]. Dividend Distribution - Since its A-share listing, Jingneng Thermal has distributed a total of 109 million yuan in dividends, with 56.70 million yuan distributed over the past three years [3].

Core Viewpoint - JianTuo Energy's stock price has shown a significant increase of 32.91% year-to-date, with a recent trading performance indicating mixed trends over different time frames [1][2]. Financial Performance - For the first half of 2025, JianTuo Energy reported a revenue of 11.11 billion yuan, representing a year-on-year growth of 3.63% [2]. - The net profit attributable to shareholders reached 897 million yuan, marking a substantial increase of 169.04% compared to the previous year [2]. Stock Market Activity - As of September 29, JianTuo Energy's stock price was 7.35 yuan per share, with a market capitalization of 13.298 billion yuan [1]. - The stock experienced a trading volume of 68.6018 million yuan, with a turnover rate of 0.87% [1]. - The stock has seen a net outflow of 971,100 yuan from major funds, while large orders accounted for 10.59% of buying and 16.91% of selling [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 12% to 55,500, while the average number of circulating shares per person increased by 13.64% to 19,654 shares [2][3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, which increased its holdings by 23.2589 million shares [3]. Dividend Distribution - JianTuo Energy has distributed a total of 3.904 billion yuan in dividends since its A-share listing, with 434 million yuan distributed over the past three years [3].

Core Points - Beijing Jingneng Thermal Power Co., Ltd. has completed the registration change of its business address [1] - The company will hold a meeting in 2025 to review and approve the change of registered address and related proposals [1] - The new registered address is "No. 1, Fengti South Road, Fengtai District, Beijing" [1] - The company's legal representative is Fu Qiang, with a registered capital of 263.64 million RMB [1] - The business scope includes technology development and thermal supply [1] - Relevant details have been disclosed in information disclosure media and on the Giant Tide Information Network [1]

Core Viewpoint - Jingtou Energy's stock has experienced fluctuations, with a year-to-date increase of 27.12% but a recent decline of 7.26% over the past five trading days, indicating potential volatility in the market [1]. Financial Performance - For the first half of 2025, Jingtou Energy reported a revenue of 11.113 billion yuan, representing a year-on-year growth of 3.63%. The net profit attributable to shareholders was 897 million yuan, showing a significant increase of 169.04% compared to the previous year [2]. - Cumulatively, since its A-share listing, Jingtou Energy has distributed a total of 3.904 billion yuan in dividends, with 434 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Jingtou Energy decreased by 12% to 55,500, while the average number of circulating shares per person increased by 13.64% to 19,654 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, increasing its holdings by 23.2589 million shares to 33.7789 million shares. New entrants among the top shareholders include Huatai-PineBridge Quality Value Mixed Fund and Hua'an Anxin Consumer Mixed A [3]. Stock Performance - As of September 22, Jingtou Energy's stock price was 7.03 yuan per share, with a market capitalization of 12.719 billion yuan. The stock has seen a trading volume of 42.841 million yuan and a turnover rate of 0.55% [1]. - The stock's recent performance shows a decline of 6.52% over the past 20 days and a slight increase of 1.74% over the past 60 days [1]. Business Overview - Jingtou Energy, established on January 18, 1994, and listed on June 6, 1996, primarily engages in the investment, construction, and operation management of energy projects, with a focus on electricity production. The revenue composition includes 78.99% from thermal power generation, 12.00% from thermal power heat, and 0.86% from photovoltaic power generation [1]. - The company operates within the public utility sector, specifically in electricity and thermal power generation, and is associated with concepts such as green power and hydrogen energy [1].

Core Viewpoint - 京能热力 (002893) reported a year-on-year increase in total revenue and net profit for the first half of 2025, but faced challenges in the second quarter with a significant drop in net profit [1] Financial Performance - Total revenue for the first half of 2025 reached 774 million yuan, up 16.71% from 663 million yuan in the same period of 2024 [1] - Net profit attributable to shareholders was 121 million yuan, a 5.78% increase from 115 million yuan in 2024 [1] - The gross profit margin improved to 30.99%, an increase of 9.32% year-on-year, while the net profit margin decreased to 16.3%, down 6.59% [1] - The company reported a significant increase in accounts receivable, which reached 475 million yuan, a 20.04% rise from 395 million yuan [1][2] Cost and Expense Analysis - Total sales, management, and financial expenses amounted to 38.84 million yuan, accounting for 5.02% of revenue, a decrease of 2.67% year-on-year [1] - Sales expenses increased by 43.04% due to a rise in personnel and salary costs [3] - Management expenses rose by 15.96% attributed to the acquisition of 京能华清 subsidiary [3] - Financial expenses decreased by 10.17% due to improved financing management [4] Cash Flow and Investment - Operating cash flow per share was -1.47 yuan, a decrease of 10.19% year-on-year [1] - The net cash flow from investing activities saw a drastic decline of 1529.52%, primarily due to increased capital expenditures and cash payments for subsidiary acquisitions [6] - Financing activities generated a net cash flow increase of 88.27%, driven by new investments and increased bank loans [6] Company Valuation and Return Metrics - The company's return on invested capital (ROIC) was 4.84%, indicating weak capital returns, with a historical median ROIC of 6.53% since its listing [7] - The net profit margin for the previous year was 6.31%, suggesting average value addition from products or services [7] Debt and Receivables Management - The ratio of accounts receivable to net profit reached 711.03%, indicating a high level of receivables relative to profit [8] - The company's cash assets are considered healthy, although the cash to current liabilities ratio stands at 88.01% [8]

Group 1 - The stock price of Jin Fang Energy is reported at 15.21 yuan, down 0.22 yuan from the previous trading day, with a trading volume of 0.64 billion yuan [1] - Jin Fang Energy operates in the public utility sector, focusing on three main areas: heat supply, cold storage, and energy-saving services [1] - The company has established a full industry chain service capability from technology development to heat production and supply [1] Group 2 - For the fiscal year 2024, the company's revenue from heat operation business is projected to reach 9.59 billion yuan [1] - The company has clarified on an interactive platform that the revenue from heat operation business differs from the statistics of heat operation fees [1] - Jin Fang Energy has recently added strategic business segments, including industrial steam supply and cold storage, to enhance its comprehensive energy service ecosystem [1] Group 3 - On August 6, the main capital outflow was 12.32 million yuan, with a cumulative outflow of 83.17 million yuan over the past five days [2]