2026.02. 12 本文字数：1155，阅读时长大约2分钟 作者 | 一财阿驴 10:38 沪深两市成交额突破1万亿元。 10:23 电力板块震荡拉升，晋控电力涨停，豫能控股2连板，闽东电力、赣能股份、涪陵电力走高。 11:32 A股午盘丨创业板指半日涨超1%，电网设备板块走高 沪指涨0.12%，深成指涨0.8%，创业板指涨1.18%，科创综指涨0.93%。小金属、电网设备、特高 压板块走强，半导体板块表现活跃，影视院线、短剧游戏板块跌幅居前。截至午盘，全市场超2700 只个股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 上证指数 | | 4137.06 | 5.07 | 0.12% | | 399001 | 深证成指 | 14274.93 113.99 | | 0.80% | | 881001 万得全A | | 6839.37 | 36.95 | 0.54% | | 000680 | 科创综指 | 1804.89 | 16.67 | 0.93% | | 399006 | 创业板指 | 3323.56 | ...

Group 1 - The core point of the article is that Jinkong Electric (sz000767) experienced a significant stock price increase due to expected substantial profit growth, cost optimization, and asset restructuring [1] Group 2 - The company anticipates a substantial increase in net profit for 2025, estimated between 155 million to 195 million yuan, representing a year-on-year growth of 383% to 508%, primarily benefiting from the decline in coal prices which has improved cost conditions [1] - Jinkong Electric is actively pursuing multiple asset restructuring and business adjustments, including the transfer of 51% equity in a coal-fired power project under construction, which alleviates capital expenditure pressure and generates 266 million yuan in cash, thereby optimizing its asset structure [1] - The electric power sector has recently gained market attention, with the decline in coal prices benefiting thermal power companies by reducing costs and enhancing profitability [1] - On February 12, there was a notable inflow of funds into the electric power sector, with multiple electric stocks performing actively, creating a sector-wide linkage effect [1] - Technically, the stock's MACD indicator may form a golden cross recently, with the stock price breaking through short-term moving average resistance, attracting more investor interest [1]

Core Viewpoint - The A-share market opened higher on February 12, with the Shanghai Composite Index up 0.12%, the Shenzhen Component Index up 0.12%, and the ChiNext Index up 0.30% [1] Group 1: Sector Performance - The power sector opened strong, with notable stocks such as Yunnan Energy Holdings and Jin Kong Power both experiencing significant gains [2][3] - The computing power leasing concept continued its strong performance, with Dawei Technology achieving a four-day consecutive rise and Youke De increasing by over 10% [4][5] Group 2: Market Sentiment and Outlook - Dongguan Securities noted that as the Spring Festival approaches, investor sentiment is becoming more cautious, leading to a potential reduction in trading volume and a phase of consolidation in the A-share market [6] - Caixin Securities indicated that despite a decrease in market activity, there are still structural opportunities available, particularly in sectors with concentrated favorable events [7] - CITIC Securities projected that commodities will remain a preferred investment direction in 2026, driven by factors such as risk aversion and fundamental improvements [8]

证券日报网讯 2月11日，晋控电力在互动平台回答投资者提问时表示，截至2026年1月30日公司股东总 户数105995户。 （文章来源：证券日报） ...

证券日报网讯 2月11日，晋控电力在互动平台回答投资者提问时表示，股票价格是否被低估，取决于市 场情况及投资者对公司成长前景的整体判断。 （文章来源：证券日报） ...

Core Viewpoint - The Shanxi state-owned enterprise reform sector experienced a slight decline of 0.05% on February 9, with Jin控电力 leading the losses, while the overall market indices showed positive performance with the Shanghai Composite Index rising by 1.41% and the Shenzhen Component Index increasing by 2.17% [1][2]. Group 1: Market Performance - The closing price of the Shanghai Composite Index was 4123.09, reflecting an increase of 1.41% [1]. - The Shenzhen Component Index closed at 14208.44, marking a rise of 2.17% [1]. Group 2: Individual Stock Performance - 路化科技 (600691) closed at 3.20, up by 2.56% with a trading volume of 399,100 shares and a transaction value of 127 million [1]. - 华阳新材 (600281) closed at 6.10, increasing by 2.35% with a trading volume of 108,900 shares and a transaction value of 66.57 million [1]. - 晋控电力 (000767) led the decline, closing at 3.33, down by 2.63% with a trading volume of 3,746,700 shares and a transaction value of 1.256 billion [2]. Group 3: Capital Flow Analysis - The Shanxi state-owned enterprise reform sector saw a net outflow of 392 million from main funds, while retail investors contributed a net inflow of 314 million [2][3]. - The main funds showed a net inflow in 兰花科创 (600123) of 8.12 million, while 山西高速 (000755) had a net inflow of 7.82 million [3].

Market Performance - The A-share market saw a collective increase in the three major indices, with the Shanghai Composite Index rising by 1.41%, the Shenzhen Component Index by 2.17%, and the ChiNext Index by 2.98% [1] - The North China 50 Index increased by 1.36% [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 22,494.73 billion yuan, an increase of about 1,037.54 billion yuan compared to the previous trading day [1] Shanxi Sector Analysis - The Shanxi sector performed steadily, with an overall increase of 0.61% and a trading volume of 120.25 billion yuan, indicating a positive market sentiment [1] - Among the 41 stocks in the Shanxi sector, 28 stocks rose, 12 fell, and 1 remained flat [1] Individual Stock Performance - Notable gainers included Jinlihua Electric and Huaxiang Co., both rising over 3%, while Dongjie Intelligent, Luhua Technology, and Huayang New Materials increased by over 2% [1] - Other stocks such as Beifang Copper Industry, Kexin Development, and Shitou Co. saw increases of over 1% [1] - Decliners included Jinkong Power and Lanyan Holdings, both dropping over 2%, while Shanxi Coking Coal and Qianyuan Pharmaceutical fell by more than 1% [1] - Several stocks, including Jinkong Coal Industry, Lu'an Environmental Energy, and Jinbo Biological, experienced milder declines, with losses contained within 1% [1]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，晋控电力涨停原因可能如下，净利润预增+资产优化+新能源业务： 1、晋控电力 2026年1月30日公告显示，公司2025年归母净利润1.55 - 1.95亿元，同比增幅383.21% - 507.9%，主要得 益于煤炭价格下降带来的成本改善，核心业务实质性好转。这一业绩的大幅增长是刺激股价涨停的重要 基本面因素。 2、公司积极推进资产结构优化，转让筹建期火电项目51%股权，减轻资本开支压力并获 得2.66亿元现金。同时还保持风电、光伏等新能源业务发展，推进大容量低能耗项目，符合当前能源行 业发展趋势，增强了市场对公司未来发展的信心。 3、从行业板块情况来看，近期 ...

证券日报网讯2月4日，晋控电力（000767）在互动平台回答投资者提问时表示，公司及各单位2020年度 安全培训次数合计778次；2021年度安全培训次数合计880次；2022年度安全培训次数合计905次；2024 年度安全培训次数合计927次。 ...

晋控电力（000767.SZ）2月3日在投资者互动平台表示，中铝新材料公司生产阳极炭素，阳极炭素主要 作为生产电解铝的原料。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问我公司参股的中铝山西新材料有限公司是否生产 阳极碳素？如果是，是否用于电磁储能中？ ...