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：国资改革、小盘、微盘股、 QFII持股、节能环保等。 10月14日，京能热力盘中上涨2.00%，截至10:04，报11.73元/股，成交4340.64万元，换手率1.85%，总 市值30.92亿元。 资金流向方面，主力资金净流出101.27万元，大单买入632.95万元，占比14.58%，卖出734.22万元，占 比16.92%。 京能热力今年以来股价涨17.44%，近5个交易日涨4.92%，近20日涨4.27%，近60日涨3.81%。 今年以来京能热力已经1次登上龙虎榜，最近一次登上龙虎榜为2月18日。 截至9月10日，京能热力股东户数2.30万，较上期减少0.84%；人均流通股8805股，较上期增加0.85%。 2025年1月-6月，京能热力实现营业收入7.74亿 ...

Investment Rating - The report maintains a "Recommended" rating for companies such as China Nuclear Power, Funiu Co., and Huaneng Hydropower, while giving a "Cautious Recommendation" to companies like China General Nuclear Power and Longyuan Power [23][3]. Core Insights - The electricity sector outperformed the market this week, with the public utility sector rising by 2.22% and the electricity sub-sector by 2.21%, both exceeding the Shanghai and Shenzhen 300 index [1][7]. - Shandong Province has established a mechanism electricity price that aligns with the benchmark price for coal-fired power, which is expected to stabilize investment returns for renewable energy projects [2][24]. - The report highlights the significant drop in coal prices, which has led to steady growth in thermal power performance in Q1, with expectations for continued improvement as the peak electricity consumption season approaches [3][20]. Summary by Sections Weekly Market Review - The public utility sector index closed at 2,377.21 points, up 51.64 points, while the electricity sub-sector closed at 3,171.91 points, up 68.52 points [1][7]. - The sub-sectors showed varied performance, with solar power up 4.01%, thermal power up 4.00%, and wind power up 1.78% [12][19]. Special Topic - Shandong's new pricing mechanism for renewable energy projects is set at 0.3949 yuan per kWh, matching the coal-fired benchmark price, which is expected to mitigate revenue volatility for existing projects [2][24]. - The competitive bidding for new renewable projects starting from June 1, 2025, will determine the mechanism price, enhancing investment predictability [2][24]. Investment Recommendations - The report suggests focusing on companies with strong growth potential in the thermal and hydropower sectors, particularly Funiu Co., Gansu Energy, and Huaneng International [3][20]. - It also emphasizes the stability of large hydropower companies in a declining interest rate environment, recommending companies like Yangtze Power and Chuanwei Energy [3][20]. Key Company Earnings Forecasts - The report provides earnings per share (EPS) forecasts for several companies, with China Nuclear Power expected to have an EPS of 0.46 yuan in 2024, while Funiu Co. is projected at 1.07 yuan [23][3].