据统计，2月24日，盘后华能水电、海螺水泥、开普云、中顺洁柔、元力股份披露增持情况。包括新柴 股份、润达医疗、亚世光电、福石控股、嘉泽新能在内的5家A股上市公司披露减持情况。 | | | 2.24上市公司盘后增持情况 | | --- | --- | --- | | 1 | 华能水电 | 控股股东一致行动人增持股份及后续增持计划 | | 2 | 海螺水泥 | 控股股东海螺集团拟7亿元-14亿元增持公司股份 | | 3 | 开普云 | 拟以5000万元至1亿元回购公司股份 | | র্ব | 中顺洁柔 | 拟回购6000万元-1.2亿元股份用于员工持股计划或股权激励 | | 5 | 元力股份 | 拟以5000万元至6000万元回购公司股份 | | | | 2.24上市公司盘后减持情况 | | 1 | 新柴股份 | 董事白洪法、石荣及总监张春拟减持股份 | | 2 | 润达医疗 | 股东朱文怡及刘辉拟合计减持不超2.99%股份 | | 3 | 亚世光电 | 董事林雪峰拟减持不超0.9760%股份 | | ব | 福伯控股 | 股东宋春静拟减持不超2.00%股份 | | ਦੇ | 嘉泽新能 | 股东宁夏比泰减持计划期 ...

Group 1: Solid-State Battery Industry - The global solid-state battery industry is expected to achieve GWh-level mass production by 2027, driven by collaborative innovation in materials, processes, and equipment [5][6][7] - The solid-state battery supply chain is evolving towards a "materials-equipment-manufacturing-application" collaborative innovation model, with key advancements in electrolyte film formation processes impacting ionic conductivity [6][7] - The global solid-state battery equipment market is projected to reach 120 billion yuan by 2026, with significant demand for new equipment such as dry electrode preparation and isostatic pressing [7][8] Group 2: AI Applications and Media Consumption - The 2026 Spring Festival has become a battleground for major AI companies to showcase their technological capabilities, integrating AI deeply into program production and real-time interactions [10][11] - The focus of domestic AI large models has shifted from general capabilities to native agent capabilities, emphasizing task planning and multi-modal technology breakthroughs [10][11] - The gaming sector during the Spring Festival saw a preference for high DAU games, particularly in the MOBA and FPS genres, with Tencent's games dominating the market [11][12] Group 3: Energy Sector and Coal Market - In 2025, the State Grid's total bidding amount reached 89.4 billion yuan, doubling that of 2022 and increasing by 27% compared to 2024, indicating strong growth in the energy sector [14][15] - The coal market experienced unexpected inventory reductions before the Spring Festival, leading to optimistic coal prices post-holiday, supported by favorable supply conditions [16] - The release of the national unified electricity market policy aims to establish a market-oriented mechanism centered on supply and demand, emphasizing sustainability [17][18] Group 4: New Consumption Trends - The 2026 Spring Festival saw a significant increase in travel and consumption, with cross-regional passenger flow expected to reach 9.5 billion, a 5.32% increase from 2025 [19][20] - The beauty sector showed signs of recovery during the off-peak season, with a notable increase in sales, particularly in the makeup category, driven by festive consumption [22][23] - The overall retail and catering sales during the Spring Festival increased by 8.6% compared to the previous year, reflecting a vibrant consumer market [21][22]

格隆汇2月24日丨嘉泽新能(601619.SH)公布，公司于2026年2月24日收到了宁夏比泰的《关于减持计划 期限届满暨减持结果的告知函》。本次减持计划披露的减持时间区间已于2026年2月19日届满，减持计 划实施期间，宁夏比泰通过集中竞价和大宗交易的方式累计减持公司股份4436.18万股，占公司总股本 的1.5230%；宁夏比泰因公司可转债转股被动稀释了0.0002%。宁夏比泰持股比例合计减少了1.5232%。 ...

证券代码：601619 证券简称：嘉泽新能 公告编号：2026-026 债券代码：113039 债券简称：嘉泽转债 嘉泽新能源股份有限公司 股票交易异常波动公告 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。 重要内容提示 ●股票交易异常波动的情形 嘉泽新能源股份有限公司（以下简称公司或本公司）股票交易连 续三个交易日内（2026 年 2 月 12 日、2 月 13 日、2 月 24 日）日收 盘价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》 的有关规定，属于股票交易异常波动情形。 ●经公司自查，并书面发函询问控股股东及实际控制人，截至本 公告披露日，确认不存在应披露而未披露的重大事项或重要信息。 1、截至目前，公司绿色化工业务尚处于起步阶段，尚不具备商 业化的条件，短期内对公司的营业收入、利润增长没有实质或重大影 响。 2、公司绿色化工业务在实施过程中可能面临政策风险、市场风 险、行业竞争风险、产品价格波动以及各种因素导致效益不达预期的 风险。公司将按照法律法规的相关要求，及时披露后续进展情况，敬 2 请投资 ...

证券代码：601619 证券简称：嘉泽新能 公告编号：2026-025 债券代码：113039 债券简称：嘉泽转债 嘉泽新能源股份有限公司 关于持股 5%以上股东减持计划期限届满 暨减持结果的公告 本公司董事会、全体董事及相关股东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。 ●减持计划的实施结果情况 2025 年 10 月 29 日，公司在上海证券交易所网站披露了《嘉泽新能源股份 有限公司关于持股 5%以上股东减持股份计划公告》（公告编号：2025-102）， 宁夏比泰因自身资金需求，计划自前述公告披露之日起 15 个交易日后的 3 个月 内通过集中竞价及大宗交易方式减持比例不超过公司总股份数的 3%，即不超过 87,379,683 股。其中：在任意连续 90 日内，采取大宗交易方式减持股份的总数 不超过公司股份总数的 2%，即不超过 58,253,122 股；集中竞价方式减持股份的 重要内容提示 截至 2026 年 2 月 19 日（减持计划期限届满日），宁夏比泰持有公司无限售 流通股份 145,638,200 股，占截至 2026 年 2 月 ...

嘉泽新能公告称，公司股票在2026年2月12日、13日、24日连续三个交易日内日收盘价格涨幅偏离值累 计达20%，属异常波动。经自查及询问控股股东、实控人，不存在应披露未披露重大事项。公司2024年 度定增已完成，2025年向子公司增资4945万元、投资建设30万吨绿氢醇航油项目，目前绿色化工业务尚 处起步阶段，效益无重大影响且面临多风险。实控人之一致行动人增持计划已完成，累计增持14,668.41 万元。公司正在实施股份回购，首次回购于2月10日完成，但存在多项实施风险。 ...

格隆汇2月24日｜嘉泽新能公告，截至目前，公司绿色化工业务尚处于起步阶段，尚不具备商业化的条 件，短期内对公司的营业收入、利润增长没有实质或重大影响。公司绿色化工业务在实施过程中可能面 临政策风险、市场风险、行业竞争风险、产品价格波动以及各种因素导致效益不达预期的风险。公司将 按照法律法规的相关要求，及时披露后续进展情况，敬请投资者注意投资风险。 ...

连板股方面，ST京蓝16天12板，ST金鸿、*ST万方5连板，金牛化工7天4板，豫能控股、美邦股份4连 板，江钨装备4天3板，汉缆股份3连板，金正大4天2板，*ST亚振、嘉泽新能3天2板，*ST铖昌、*ST仁 东等2连板，长飞光纤、深南电路等涨停。 2月24日午间，A股半日下来共有87只涨停股、13只跌停股。贵金属板块活跃，白银有色、湖南白银涨 停；MLCC概念走强，风华高科、昀冢科技涨停；玻纤概念上涨，宏和科技、山东玻纤4天3板，中国巨 石、国际复材等4天2板。 *ST精伦、*ST熊猫连续3日跌停，德才股份连续2日跌停，*ST国华、博纳影业、*ST原尚等跌停。 ...

Investment Rating - The investment rating for the utility industry is "Positive" (maintained) [1] Core Insights - The report highlights that the total bidding amount for the State Grid in 2025 reached 89.4 billion yuan, which is more than double that of 2022 and represents a 27% increase compared to 2024, indicating a faster growth rate [3][4] - The report emphasizes the expected fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, which is approximately 40% higher than the previous plan, supporting future revenue growth for power equipment companies [4][33] Summary by Sections State Grid Bidding Summary - In 2025, the State Grid's total bidding amount was 89.4 billion yuan, exceeding 2022's amount by over two times and growing by 27% from 2024 [3][12] - The top seven equipment categories by bidding amount included switchgear, transformers, cables and accessories, relay protection, communication network equipment, and reactors, with most categories showing year-on-year increases in bidding amounts [3][12][14] Coal Market Insights - The average operating rate of coal mines from New Year's Day to before the Spring Festival was at a low level compared to the past three years, indicating a tight supply situation [5][33] - The report suggests a positive outlook for coal prices post-holiday due to favorable supply conditions [5][33] Power Market Reforms - The release of the "National Unified Power Market System Implementation Opinions" document is seen as a significant step in power market reform, emphasizing marketization and fairness while ensuring supply security [6][7] - The report recommends several companies for investment, including Guiguan Power, Longyuan Power, and China Resources Power, highlighting their dividend yields and growth potential [7] Equipment Company Performance - Among listed companies, China Xidian, Pinggao Electric, and Siyi Electric ranked as the top three in bidding amounts, with Siyi Electric showing nearly 80% growth compared to 2024 [14][19] - The report indicates that the bidding amounts for transformers and combination electrical devices are expected to grow significantly, with a high concentration of market share among leading companies [19][21][28]

Core Viewpoint - The recent events surrounding Jiaze New Energy highlight significant company actions and stock price catalysts, including share buybacks and project developments [1] Group 1: Company Actions - On February 10, the company announced its first share buyback of 870,000 shares for a total amount of 5 million yuan, with a buyback price range of 5.72-5.73 yuan per share [1] - The controlling shareholder's associated party completed an increase in holdings amounting to 147 million yuan, raising their stake to 44.4% [1] Group 2: Stock Performance - The stock experienced notable volatility, with a decline of 4.38% on February 9, closing at 5.89 yuan, followed by a strong limit-up on February 12, closing at 5.86 yuan, a rise of 9.94% [2] - From February 9 to February 13, the stock had a cumulative decline of 5.36% and a trading range of 15.58%, with a total market capitalization of 16.981 billion yuan as of February 13 [2] Group 3: Financial Performance - For the first three quarters of 2025, the company reported operating revenue of 1.864 billion yuan, a year-on-year increase of 2.66%, and a net profit attributable to shareholders of 595 million yuan, up 7.99% [3] - The net cash flow from operating activities significantly improved, reaching 2.176 billion yuan, a year-on-year increase of 80.10% [3] Group 4: Institutional Insights - Institutions forecast that the company's net profit attributable to shareholders will reach 909 million yuan in 2025, a growth of 44.26%, and 1.02 billion yuan in 2026, a growth of 12.28% [4] - Current market sentiment is neutral, with no significant changes in institutional ratings and a low proportion of fund holdings [4]