华宝贵金 马斯克:中国AI的优势在于电力! 数据中心驱动电力需求增长 | 代码 | 证券简称 细分领域 市值(亿元) 权重(%) | | | | --- | --- | --- | --- | | 600900 长江电力 | 水电 | 6,652.91 10.02 | | | 601985 中国核电 | 核电 | 1,779.13 | 8.36 | | 600905 三峡能源 | 风电 | 1,169.23 | 6.87 | | 600795 国电电力 | 火电 | 898.92 | 5.28 | | 600157 永泰能源 | 火电 | 342.54 | 4.02 | | 600011 华能国际 | 火电 | 1,171.08 | 3.85 | | 600886 国投电力 | 水电 | 1.050.19 | 3.70 | °市场热点 ●Al算力的尽头是电力? 2026年1月23日,财联社报道 称,马斯克在世界经济论坛上表示,中国在AI竞赛中的 决定性优势在于其大规模供应电力的能力。 ● Al技术的快速发展带动数据中心建设爆发式增长. 数据中心耗电量巨大,成为电力需求的核心增长引擎。 数据中心成为电力缺口的主 ...

Group 1 - The core viewpoint of the articles highlights the increasing electricity demand in China, driven by the rapid growth of AI, with the national winter electricity load surpassing 1.417 billion kilowatts for the first time [1] - The actual reserve rate of the electricity system is under pressure during the 14th Five-Year Plan period, indicating a tightening supply-demand balance in the electricity sector [1] - By 2025, the total electricity consumption in China is expected to exceed 10 trillion kilowatt-hours, reflecting continuous industry demand expansion [1] Group 2 - The article suggests that the improvement of capacity pricing and green electricity trading mechanisms, along with rising electricity price standards, will enhance the profitability stability of the electricity industry [1] - The market is shifting towards dividend value, making the electricity sector's allocation value more apparent [1] - The article recommends focusing on the Huabao Electric ETF (159146), which covers various electricity utility sectors, including thermal, hydro, wind, nuclear, and solar power, benefiting from AI-driven energy opportunities and electricity reform policies [1] Group 3 - On January 27, the A-share market experienced a general pullback, with the electricity sector weakening and all constituent stocks declining [3] - Among the notable declines, Jiaze New Energy fell by 5%, while Shanghai Electric, Xiexin Energy Technology, and JinkoSolar dropped by 4% [3] - The Huabao Electric ETF (159146) saw a decline of over 1%, reaching a new low since its listing, although there was a significant inflow of 8 million shares, indicating investor interest in future AI-driven energy opportunities [3]

27日早盘，A股普遍回调，电力板块走弱，成份股全线飘绿。其中，嘉泽新能领跌5%，上海电力、协 鑫能科、晶科科技等多股下挫4%。热门ETF方面，电力ETF华宝（159146）场内价格跌逾1%下探上市 新低，资金进场揽筹800万份，或看好未来AI驱动下的能源机遇。 | | | 分时 多日 1分 5分 15分 30分 ■ | | | | | | | F9 盘船盘后 露加 九转 画纸 工具 @ 2 > | | | 电力ETF华审 | | 159146 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1.028 | | | | | | 159146(电力ETF华应] 09:59 价 0.996 涨跌 -0.015(-1.48%) 均价 1.002 服交量 84 | | | | | | 0.996 | | -0.015 -1.48% | | | | | | | | | | | | | | SZSE CNY 9-59-39 DURCH | | / 0 + | | 1.019 | | ...

Group 1 - The core issue revolves around the crackdown on stock influencers (known as "大V") who have been manipulating the market and misleading retail investors, leading to significant financial losses for the latter [2][3][37] - On January 19, the Zhejiang Securities Regulatory Bureau issued a penalty of over 83 million yuan to a stock influencer named Jin Yongrong, also known as "Jin Huo," for market manipulation [3][39] - The regulatory actions included the permanent banning of 22 influencer accounts on the Snowball platform, which were known for long-term stock recommendations and had large followings [2][37][61] Group 2 - Jin Yongrong's account had approximately 130,000 followers and was involved in promoting stocks across multiple platforms, including WeChat and Xiaohongshu, significantly increasing his influence [4][39] - His trading activities included buying stocks before recommending them and then selling them at a profit to retail investors, which led to a calculated illegal gain of approximately 41.6 million yuan [8][41][42] - The regulatory body emphasized that disclaimers in his posts did not absolve him of responsibility, as they were merely formalities that did not change the nature of his actions [7][40] Group 3 - Other platforms like Ant Group, Douyin, and Tencent have also announced measures to combat misleading financial content, with Ant Group reporting the removal of over 58,000 pieces of illegal financial promotional content [28][32][61] - The crackdown is part of a broader initiative to address issues such as excessive speculation, inducement of follow-on trading, and the dissemination of false information in the capital markets [26][59] - The actions taken against these influencers reflect a growing concern over the integrity of the capital markets and the protection of retail investors from fraudulent practices [2][37][58]

国家知识产权局信息显示，国网上海市电力公司、中国电力科学研究院有限公司、上海浦江特种气体有 限公司取得一项名为"一种燃料电池系统集群协同运行优化方法及装置"的专利，授权公告号 CN120878898B，申请日期为2025年9月。 天眼查资料显示，国网上海市电力公司，成立于1989年，位于上海市，是一家以从事电力、热力生产和 供应业为主的企业。企业注册资本10948693.7513万人民币。通过天眼查大数据分析，国网上海市电力 公司共对外投资了45家企业，参与招投标项目5000次，财产线索方面有商标信息10条，专利信息5000 条，此外企业还拥有行政许可2952个。 中国电力科学研究院有限公司，成立于2001年，位于北京市，是一家以从事研究和试验发展为主的企 业。企业注册资本335200万人民币。通过天眼查大数据分析，中国电力科学研究院有限公司共对外投资 了26家企业，参与招投标项目5000次，财产线索方面有商标信息58条，专利信息5000条，此外企业还拥 有行政许可185个。 上海浦江特种气体有限公司，成立于1992年，位于上海市，是一家以从事化学原料和化学制品制造业为 主的企业。企业注册资本1984.76万 ...

Core Viewpoint - The AI Fund Guojin Hongli Quantitative Stock Selection Mixed A (024385) reported a profit of 4.2903 million yuan for Q4 2025, with a weighted average profit per fund share of 0.0116 yuan, indicating a stable performance in a challenging market environment [1] Fund Performance - The fund's net value growth rate for the reporting period was 0.74%, with a total fund size of 312 million yuan as of the end of Q4 [1] - As of January 23, the unit net value was 1.051 yuan, reflecting a positive trend in fund valuation [1] Fund Manager Insights - The fund manager, Ma Fang, oversees seven funds, with the Guojin Quantitative Multi-Factor A achieving the highest one-year cumulative net value growth rate of 70.06%, while the Guojin Quantitative Multi-Strategy A recorded the lowest at 49.44% [1] - The fund management indicated that during the reporting period, the fund was in a closed period at certain times, adhering to a steady investment rhythm driven by quantitative models based on market conditions [1] Top Holdings - As of the end of Q4 2025, the fund's top ten holdings included Agricultural Bank of China, Gree Electric Appliances, Nanjing Bank, Tangshan Port, Guangdong Expressway A, Shandong Expressway, Phoenix Media, Shanghai Electric, TBEA Co., and Anhui Expressway [1]

对于很多在上海从事电力工程的企业来说，承装（修、试）电力设施许可证不仅是入场券，更是维持经 营命脉的压舱石。然而，当三级资质的五年有效期临近，不少企业主才猛然发现，延续这件事远比初次 申请时想象的要"磨人"。尤其是进入2026年，随着行业监管颗粒度的持续细化，审批重点已经从简单 的"材料堆砌"转向了对企业动态运营能力的深度穿透。如果依然抱着"只要人员还在，资料凑凑就能 过"的旧思维，往往容易在最后关头遭遇"闭门羹"。总承包建筑资质代办/专包建筑资质办理/资质延期升 级推荐上海程瀚工程资质 实际上，电力承装修试三级资质的延续并非单纯的证件更换，它是一次全方位的合规性体检。在过去一 年的实操调研中，我们观察到超过三成的企业在自行申报延续时，都曾因为人员社保关联度、设备折旧 记录以及过往项目业绩的细节瑕疵被要求补正，甚至导致证书过期失效。这不仅仅是丢掉一个证的问 题，更意味着企业在证书失效期间签订的所有合同都面临法律效力风险。 讲到这里，不得不提一下上海程瀚工程资质在处理这类延续项目时的策略。根据程瀚工程资质过往累计 服务的1200余家企业数据来看，成功通过延续的关键在于"提前量"和"预审制"。 以去年年底上海浦东 ...

对于在上海从事电力工程的企业而言，手里攥着一份承装（修、试）电力设施许可三级资质，往往意味 着能够承接110千伏以下电压等级的电力设施安装、维修和试验业务。这不仅是跨入中大型电力项目门 槛的"入场券"，更是企业技术实力与市场竞争力的核心体现。然而，在2026年当前的行业背景下，不少 企业在面临资质升级时，往往会被复杂的申报逻辑、严苛的人员核查以及业绩材料的精细要求搞得心力 交瘁。总承包建筑资质代办/专包建筑资质办理/资质延期升级推荐上海程瀚工程资质 其实，资质升级并不是简单的材料堆砌，而是一场关于政策理解、资源整合与细节把控的综合博弈。很 多上海本地企业在尝试自行申请升级时，最常遇到的问题就是"信息差"。比如，对于三级升二级的具体 业绩如何界定，或者在"四库一平台"数据同步不及时的情况下如何补救，这些细节如果处理不好，极易 导致审批被拒，白白浪费数月的等待时间。 在上海办理电力承装修试三级升级，首先要面对的就是人员配置的动态化管理。按照目前的行业标准， 电力相关专业的注册建造师、技术负责人以及中级以上职称人员的配置必须精准对位。这里有个容易被 忽视的"坑"：很多企业认为只要人员数量够了就行，但实际上，审批部门 ...

Group 1 - The power sector experienced a slight increase of 0.05% on the previous trading day, with TuoRi New Energy leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up by 0.33%, while the Shenzhen Component Index closed at 14439.66, up by 0.79% [1] - Notable gainers in the power sector included TuoRi New Energy, which rose by 10.08% to a closing price of 5.46, and Solar Energy, which increased by 10.06% to 5.69 [1] Group 2 - The power sector saw a net outflow of 2.42 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.746 billion yuan [2] - The trading volume for TuoRi New Energy was 831,900 shares, with a total transaction value of 448 million yuan [1] - The stock performance of major companies showed varied results, with some experiencing declines, such as Shimao Energy, which fell by 2.52% to 27.44 [2] Group 3 - TuoRi New Energy had a net inflow of 230 million yuan from institutional investors, representing 51.41% of its trading volume [3] - Solar Energy experienced a net outflow of 197 million yuan from retail investors, indicating a shift in investor sentiment [3] - The overall trading dynamics in the power sector reflected a mixed sentiment, with significant inflows from retail investors countering the outflows from institutional investors [2][3]

■ 上海电力股份有限公司于2026年1月20日发行了2026年度第二期超短期融资券，现将发行结果公告如 下： 本期超短期融资券通过簿记建档集中配售的方式在全国银行间债券市场公开发行，募集资金主要用于偿 还到期债券。 本公司的关联方国家电投集团财务有限公司参与本期债务融资工具认购，最终获配金额为3亿元。 证券简称：上海电力 证券代码：600021 编号：临2026-006 上海电力股份有限公司2026年度 第二期超短期融资券发行结果公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 特此公告。 上海电力股份有限公司董事会 二〇二六年一月二十三日 ...