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重塑能源股价上涨2.52%,新能源行业并购整合趋势明显
Jing Ji Guan Cha Wang· 2026-02-13 10:29
根据最新行情数据,截至2026年02月13日16:08:11,重塑能源(代码:02570)在港股市场的最新股价为 52.85港元,较前一日收盘价51.55港元上涨2.52%。当日开盘价为51.05港元,最高价52.95港元,最低价 50.30港元,振幅5.14%。成交金额约4981万港元,换手率1.55%。近5日累计上涨8.83%,但年初至今仍 下跌18.44%。公司市盈率(TTM)为负值(-7.44),市净率1.95,总市值约49.26亿港元。所属新能源物料板 块同期下跌2.58%,恒生指数下跌1.72%。 近期事件 经济观察网截至2026年2月13日,重塑能源(02570.HK)股价报52.85港元,上涨2.52%,成交额约4981万 港元。公司市盈率为负,年初至今股价累计下跌18.44%。 股票近期走势 近7天能源行业热点集中於并购整合、新能源汽车市场动态及政策导向,可能间接影响重塑能源等新能 源物料企业。根据新浪财经报道,能源行业并购呈现头部集中趋势,全球领先的油气公司包揽超53%的 并购交易总额,频繁收购的企业股东回报率比非并购类公司高出130%,这凸显规模效应对成本控制的 关键作用。此外,新浪新能 ...
智通港股通占比异动统计|2月13日





智通财经网· 2026-02-13 00:49
1、港股通最新日占比增持榜(前20名) | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 钧达股份(02865) | +5.09% | 58.82% | | 狮腾控股(02562) | +1.26% | 49.45% | | 復旦张江(01349) | +1.15% | 41.95% | | 喜相逢集团(02473) | +1.12% | 29.42% | | 中国中免(01880) | +0.97% | 34.55% | | 匯聚科技(01729) | +0.82% | 7.97% | | 天岳先进(02631) | +0.77% | 27.69% | | 长飞光纤光缆(06869) | +0.61% | 57.83% | | 美图公司(01357) | +0.55% | 30.53% | | 兆易创新(03986) | +0.54% | 1.35% | | 晶泰控股(02228) | +0.52% | 41.63% | | 安井食品(02648) | +0.52% | 43.67% | | 英诺赛科(02577) | +0.46% | 13.85% | | 云 ...
RadexMarkets瑞德克斯:并购整合重塑能源版图
Xin Lang Cai Jing· 2026-02-09 14:47
2月9日,能源行业的版图正在经历一场由少数核心玩家主导的结构性重塑。RadexMarkets瑞德克斯表 示,过去十年的石油并购潮并非全行业的普涨,而是一场高度集中的"头部游戏"。根据最新的行业调 研,全球仅 20 家领先的油气公司就包揽了超过 53% 的并购交易总额。这种资本的高度集中不仅改变了 市场的竞争格局,更在资源整合与溢价定价权上确立了这些"并购精英"的统治地位。 在资本回报的维度上,主动扩张的策略展现了惊人的增长溢价。频繁通过资产重组提升核心竞争力的企 业,其市场表现已大幅甩开保守型对手。相关数据显示,每年至少完成一次收购的公司,其股东回报率 比非并购类公司高出整整 130%。RadexMarkets瑞德克斯认为,这种巨大的业绩鸿沟源于规模效应带来 的成本摊薄,尤其是在 WTI 原油价格从高位回撤后的存量竞争时代,通过整合基础设施来压低单位生 产成本,已成为企业生存与获利的护城河。 美国的页岩油气领域正是这一趋势的震中。RadexMarkets瑞德克斯表示,仅在过去两年中,诸如埃克森 美孚 600 亿美元收购先锋自然资源、以及近期戴文能源以 260 亿美元联手 Coterra 等超大规模交易,已 将 ...
中金:我国氢能战略坚定 看好燃料电池行业中长期发展
智通财经网· 2026-02-06 06:33
智通财经APP获悉,中金发布研报称,"十四五"期间,燃料电池汽车推广进度不及预期,距离目标仍有 差距,燃料电池行业普遍面临增长乏力、盈利能力差、应收账款积压等问题。尽管行业短期面临压力, 但我国氢能战略始终明确,期待新一轮支持政策出台,以及应用场景的不断拓展,燃料电池行业有望逐 步突破短期困境,远期具备较大发展潜力。看好燃料电池行业中长期发展,建议关注亿华通(02402)、 重塑能源(02570)等燃料电池系统厂商。 中金主要观点如下: 4Q25燃料电池车出现抢装潮,距2025年阶段性目标仍有差距 销量方面,2024年以来,燃料电池汽车销量出现增长动能不足,受政策窗口期影响,4Q25燃料电池车 出现抢装潮;价格方面,燃料电池系统均价自2018年以来下降幅度接近90%,价格快速下降给燃料电池 厂商盈利造成较大挑战,行业整体仍处于探底阶段。 成本、基础设施与企业现金流三大瓶颈制约燃料电池汽车推广 燃料电池汽车推广仍面临多重阻力:一是补贴退坡下成本劣势凸显,电车的替代挤压加剧;二是近年来 加氢站建设速度不及预期,加氢便利性问题难以解决,且加氢站建设的高成本导致投资动力不足;三是 补贴资金发放周期长,应收账款积压将对 ...
重塑能源(02570) - (经修订) 截至2026年1月31日止月份股份发行人的证券变动月报表
2026-02-05 10:45
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 重新提交 致:香港交易及結算所有限公司 公司名稱: 上海重塑能源集團股份有限公司 (「本公司」) 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02570 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 57,613,535 | RMB | | 1 | RMB | | 57,613,535 | | 增加 / 減少 (-) | | | 4,536,000 | | | | RMB | | 4,536,000 | | 本月底結存 | | | 62,149,535 | RMB | | 1 | RMB | | 6 ...
重塑能源(02570) - 截至2026年1月31日止月份股份发行人的证券变动月报表
2026-02-04 09:06
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 上海重塑能源集團股份有限公司 (「本公司」) 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02570 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 57,613,535 | RMB | | 1 | RMB | | 57,613,535 | | 增加 / 減少 (-) | | | 4,536,000 | | | | RMB | | 4,536,000 | | 本月底結存 | | | 62,149,535 | RMB | | 1 | RMB | | 62 ...
智通港股52周新高、新低统计|2月3日





智通财经网· 2026-02-03 08:44
| 笔克远东(00752) | 2.900 | 2.960 | 1.37% | | --- | --- | --- | --- | | 东吴水泥(00695) | 9.580 | 9.990 | 1.32% | | 天虹国际集团(02678) | 5.720 | 5.720 | 1.24% | | 渣打集团(02888) | 204.200 | 204.400 | 1.19% | | 明梁控股(08152) | 0.088 | 0.088 | 1.15% | | 电能实业(00006) | 61.750 | 62.100 | 1.14% | | 太古股份公司A(00019) | 77.550 | 77.600 | 1.11% | | 湾区发展(00737) | 1.900 | 1.920 | 1.05% | | 春城热力(01853) | 2.000 | 2.000 | 1.01% | | 硬蛋创新(00400) | 4.050 | 4.100 | 0.99% | | 健康160(02656) | 87.050 | 88.400 | 0.91% | | A南方人民币(03122) | 189.800 | 18 ...
港股重塑能源跌近9%
Mei Ri Jing Ji Xin Wen· 2026-02-02 06:48
每经AI快讯,重塑能源(02570.HK)午后跌近9%,低见48.06港元,创历史新低。截至发稿,重塑能源跌 8.67%,报48.22港元,成交额5484.8万港元,总市值不足50亿港元。 (文章来源:每日经济新闻) ...
重塑能源跌近9%创历史新低 总市值不足50亿港元 近期配股净筹2.58亿港元
Zhi Tong Cai Jing· 2026-02-02 06:39
Core Viewpoint - Reshape Energy (02570) has seen a significant decline in its stock price, reaching a historical low of 48.06 HKD, with a market capitalization of less than 5 billion HKD [1] Group 1: Stock Performance - The stock dropped nearly 9%, trading at 48.22 HKD with a trading volume of 54.848 million HKD [1] - The decline reflects investor concerns, as the company’s market value has fallen below 5 billion HKD [1] Group 2: Recent Announcements - Reshape Energy announced the completion of a placement of 4.536 million shares, raising a net amount of 258 million HKD [1] - 50% of the raised funds are intended for repaying bank loans and lease liabilities, while the remainder will be used for general corporate purposes [1] Group 3: Industry Insights - Reshape Energy is recognized as a leader in fuel cells, with expectations of rapid technological advancements and cost reductions in the sector [1] - According to CICC, the total lifecycle cost of fuel cell heavy trucks is anticipated to reach parity gradually after 2028 [1]
哈尔滨电气上一财年净赚超26亿元 中国电力2025年总售电量同比下滑
Xin Lang Cai Jing· 2026-01-26 12:48
Company News - China Power (02380.HK) expects a total consolidated electricity sales volume of 10.73105 million MWh by December 2025, a decrease of 2.31% year-on-year; the total annual electricity sales volume is approximately 126 million MWh, down 1.27% year-on-year [2] - Harbin Electric (01133.HK) anticipates a net profit attributable to shareholders of approximately RMB 2.65 billion for the fiscal year 2025, compared to RMB 1.686 billion in the previous year, mainly due to increased operating revenue and improved product profitability [2] - Singularity Guofeng (01280.HK) has entered into a GPU distribution cooperation agreement with Muxi Co., aiming to enter the domestic AI computing power market [2] - Dongyang Sunshine Pharmaceutical (06887.HK) has signed a strategic cooperation agreement with Shenzhen Jingtai to establish a joint venture for building an AI-driven drug research and development platform [2] - Weisheng Pharmaceutical-B (02561.HK) has received approval from the National Medical Products Administration for the marketing authorization application of injectable Long Pei growth hormone [2] - Kintor Pharmaceutical-B (02171.HK) issued a profit warning, expecting a net loss for 2025 to be reduced to no more than approximately RMB 120 million [2] - Zhaoke Ophthalmology-B (06622.HK) is advancing the commercialization process of BRIMOCHOL PF for treating presbyopia in Singapore and Vietnam through partnerships with AFT and Qianshou [2] Additional Company Developments - Heng Rui Medicine (01276.HK) has received a clinical trial approval notice for SHR-1049 injection [3] - Baolong Real Estate (01238.HK) has had its bond restructuring plan approved by the relevant bondholders' meeting [3] Strategic Partnerships - Yabo Technology Holdings (08279.HK) has entered into a technical service agreement with Hong Kong Gold Exchange Limited [4] - Future Data Group (08229.HK) has signed a strategic cooperation framework agreement with Linghe Culture [4] - Howey Group (00501.HK) plans to invest up to USD 50 million to subscribe for shares in Aixin Yuanzhi's initial public offering [4] Buyback Activities - Xiaomi Group-W (01810.HK) repurchased 3.9872 million shares for HKD 140 million, with a repurchase price ranging from HKD 35.04 to HKD 35.22 [5] - China Metallurgical Group (01618.HK) repurchased 9.011 million shares for HKD 16.9299 million, with a repurchase price of HKD 1.87 to HKD 1.88 [5] - Geely Automobile (00175.HK) repurchased 4.401 million shares for HKD 72.952 million, with a repurchase price ranging from HKD 16.43 to HKD 16.65 [6] - Reshape Energy (02570.HK) completed the placement of a total of 4.536 million placement shares, raising approximately HKD 258 million [6] - Kintor Pharmaceutical-B (09939.HK) saw an increase of 4.7 million shares by Chairman Tong Youzhi [6]