● 本报记者 谭丁豪 马年开市以来，电力板块走势强劲，表现亮眼，主力资金积极布局，多只个股大幅上涨，成为市场焦 点。 分析人士认为，本轮行情由政策驱动，电力体制改革不断深化，全国统一电力市场体系顶层设计落地， 国家电网的中长期投资规划为行业打开了成长空间。与此同时，电力行业基本面迎来向上拐点，火电、 水电企业盈利普遍得到改善，行业发展基础持续夯实。 未来，随着电改向纵深推进、能源转型不断加速，电力板块长期成长空间与配置价值愈发凸显，细分领 域投资机会值得重点挖掘。 电力板块表现亮眼 2月27日，电力板块全天震荡走强。iFind数据显示，电力板块当日上涨3.25%，马年首周（2月24日—2 月27日），电力板块累计涨幅达8.47%。 当日，电力板块主力资金净流入超30亿元，板块内多只个股涨停。其中，珈伟新能20%涨停，南网能 源、涪陵电力、协鑫能科、赣能股份等8只个股涨停。 对于电力板块近期走强的原因，多家机构一致认为，主要源于政策层面的驱动，电力体制改革持续深 化，推动电力全面市场化，并实现环境价值落地。 政策端，国家电网公司日前披露，"十五五"时期，国家电网公司固定资产投资预计达到4万亿元，将创 历史新高， ...

格隆汇2月27日｜A股市场电力股表现强势，其中，协鑫能科、赣能股份、豫能控股、华银电力10CM涨停，甘肃 能源、乐山电力涨超7%，广安爱众涨超6%，明星电力、电投绿能、晋控电力、建投能源、韶能股份、晶科科 技、银星能源、西昌电力涨超4%。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | | --- | --- | --- | --- | --- | --- | --- | | 002015 | 协鑫能科 | | 10.02 | 230亿 | 42.31 | 14.16 | | 000899 | 赣龍般份 | 1 | 10.02 | 143亿 | 47.58 | 14.61 | | 001896 | 豫能控股 | 1 | 9.98 | 204亿 | 156.54 | 13.34 | | 600744 | 华银电力 | 1 | 9.97 | 161亿 | 35.03 | 7.94 | | 000791 | 日肃能源 | | 7.41 | 249亿 | 19.07 | 7.68 | | 600644 | 乐山电力 | | 7.12 | 74.8 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | | --- | --- | --- | --- | --- | --- | --- | | 002015 | 协鑫能科 | | 10.02 | 230亿 | 42.31 | 14.16 | | 000899 | 赣能股份 | 1 | 10.02 | 143亿 | 47.58 | 14.61 | | 001896 | 豫能控股 | 1 | 9.98 | 204亿 | 156.54 | 13.34 | | 600744 | 华银电力 | 1 | 9.97 | 161亿 | 35.03 | 7.94 | | 000791 | 日肃能源 | | 7.41 | 249亿 | 19.07 | 7.68 | | 600644 | 乐山电力 | | 7.12 | 74.83 乙 | 32.72 | 12.94 | | 600979 | 广安爱众 | 1 | 6.16 | 67.37 乙 | 21.64 | 5.34 | | 600101 | 明星电力 | | 4.92 | 60.76 ...

每经AI快讯，2月24日，火电指数盘中强势上涨3%，成分股表现活跃。其中，豫能控股涨停，晋控电力 上涨7.69%，电投绿能上涨7.02%，新能泰山上涨5.99%，东方电气上涨5.84%。 （文章来源：每日经济新闻） ...

Stock Price Movement - On February 12, Jinko Power's stock price hit the daily limit, closing at 3.62 yuan with a single-day increase of 10.03%, and a net inflow of 248 million yuan from main funds [1] - On February 13, the stock price corrected by 6.63%, closing at 3.38 yuan, with a net outflow of approximately 94.86 million yuan from main funds [1] Market Performance - On February 13, the overall A-share market showed weakness, with the Shanghai Composite Index down 1.26% and the Shenzhen Component Index down 1.28% [2] - The power sector, to which Jinko Power belongs, declined by 1.34%, indicating sector-wide adjustment pressure [2] Company Fundamentals - Despite a strong earnings forecast for 2025, with expected net profit growth of 383.21% to 507.90% year-on-year, there are concerns regarding the sustainability of long-term profitability [3] - The company's debt ratio is relatively high, reported at 82.08% in the Q3 2025 report, which could pressure the gross margin of its thermal power business if coal prices rebound [3] - Revenue for the first three quarters of 2025 decreased by 5.82% year-on-year, indicating ongoing pressure on the revenue front [3] Technical and Financial Analysis - Following the price surge on February 12, some short-term technical indicators entered the overbought zone, potentially triggering a technical correction [4] - The stock price's retreat to the 5-day moving average on February 13 is considered a normal technical adjustment [4] - The recent price correction is attributed to multiple factors, including profit-taking after a significant short-term increase, market environment adjustments, fundamental concerns, and technical corrections [4]

证券之星消息，2月13日山西国企改革板块较上一交易日下跌1.3%，晋控电力领跌。当日上证指数报收 于4082.07，下跌1.26%。深证成指报收于14100.19，下跌1.28%。山西国企改革板块个股涨跌见下表： 从资金流向上来看，当日山西国企改革板块主力资金净流出3.17亿元，游资资金净流入1195.24万元，散 户资金净流入3.05亿元。山西国企改革板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The A-share market saw a general decline in power stocks, with notable drops in several companies [1] - Fengsheng Holdings experienced an 8% decrease, while Jinkong Power fell by 6% [1] - Tuori New Energy declined by 5%, and both Jiantou Energy and South Network Energy dropped over 4% [1] - Other companies such as Jinkai New Energy, Datang Power, Gan Energy, and Baitong Energy saw declines exceeding 3% [1]

Core Viewpoint - The A-share market shows positive momentum with significant gains in various sectors, particularly in the small metals, electric grid equipment, and semiconductor industries, while the film and gaming sectors are experiencing declines [3]. Market Performance - The Shanghai Composite Index rose by 0.12% to 4137.06, while the Shenzhen Component Index increased by 0.8% to 14274.93. The ChiNext Index saw a rise of 1.18% to 3323.56, and the STAR Market Index gained 0.93% to 1804.89 [4][12]. - Over 2700 stocks in the market experienced an increase by midday [3]. Sector Highlights - The electric grid equipment sector showed strong performance, with companies like Hailianxun rising over 18% and others reaching their daily limit [4]. - The shipping sector also performed well, with China Merchants Energy hitting its daily limit and achieving a historical high [5]. - The computing power leasing sector saw significant gains, with Yuke Technology hitting its daily limit and other companies like Dazhi Technology and Capital Online also rising [5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan [6]. Currency Movement - The offshore RMB against the US dollar broke the 6.9 yuan mark, indicating a strengthening of the currency [8]. Stock Movements - The film and cinema sector continued to adjust, with companies like Hengdian Film and Bona Film hitting their daily limit down [9]. - AI application stocks in the Hong Kong market showed strength, with Zhiyuan rising over 11% [10].

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]