根据2026年2月10日公告，公司1月完成发电量39.71亿千瓦时，同比增长37.81%，其中火电和水电发电 量分别增长41.13%和133.37%，但新能源发电量同比降低12.73%。这一数据可能影响短期市场情绪。 经济观察网 长源电力（000966）（000966.SZ）近期披露了2025年业绩预告，预计将出现亏损，同时公 司1月发电量数据表现亮眼，新能源项目投资持续推进，但主力资金波动加剧，行业政策环境也在发生 变化。 业绩经营情况 公司于2026年1月31日公告，预计2025年归属于上市公司股东的净利润亏损6,500万元至9,700万元，同比 下降109.09%至113.56%，主要因发电量及售电均价同比下降。后续需关注2025年年度报告的正式披 露。 经营状况 近期资金面呈现分化，如2026年2月13日主力资金净流出1,855.60万元，股价当日下跌2.17%；而2月6日 则出现主力净流入1,351.88万元，股价上涨2.02%。资金流向反映市场对转型预期的博弈。 行业政策与环境 2026年火电行业面临电量电价触底、容量电价提升等趋势，电力市场化改革深化可能影响公司盈利稳定 性。需关注"双碳"政策对 ...

Group 1 - The core point of the article is that Changyuan Power reported a total of 95,931 shareholders as of February 10, 2026 [2]

Core Insights - The company, Changyuan Electric Power, reported a significant increase in electricity generation for January 2026, achieving a total of 3.971 billion kilowatt-hours, which represents a year-on-year growth of 37.81% [2] Group 1 - The company disclosed its electricity generation performance for January 2026 on February 11, 2026 [2] - The total electricity generation for January 2026 was 3.971 billion kilowatt-hours [2] - The year-on-year growth rate of electricity generation was 37.81% [2]

Core Viewpoint - The company, as a key energy enterprise in Hubei controlled by the State Energy Group, is focusing on green and low-carbon transformation during the 14th Five-Year Plan period, with significant investments in new energy capacity [1] Group 1: Business Overview - The company’s main operations include the production and sale of electricity and heat, covering coal, hydro, wind, solar, biomass power generation, and electricity sales [1] - During the 14th Five-Year Plan, the company has added over 2.4 million kilowatts of new energy capacity, continuously optimizing its power generation structure [1] Group 2: Future Strategy - The company aims to integrate into the new energy system and new power system construction, focusing on upgrading traditional industries and developing new industries with quality and scale [1] - Plans include reasonable implementation of coal power unit upgrades, prioritizing wind power development, selectively developing solar power, and exploring new energy storage solutions [1] - The company is committed to consolidating and expanding comprehensive energy services, fostering new productive forces, enhancing core competitiveness, and promoting sustainable high-quality development [1]

Group 1 - Baichuan Co., Ltd. announced a recent price increase for some of its main products due to market supply and demand factors, but the sustainability of this price fluctuation remains uncertain, making it difficult to predict the impact on the company's performance [1] - Jincheng Co., Ltd. plans to increase its acquisition of CMH Company by an additional 42.50% stake, which will give it a total ownership of 97.5% and ultimate control over CMH [2] - Xinhang New Materials intends to raise no more than 1 billion yuan through a private placement of A-shares, with the funds allocated for projects including high-performance resin production and a composite materials innovation center [3] Group 2 - SMIC reported a sales revenue of $2.489 billion for Q4 2025, a 4.5% increase quarter-on-quarter, with an annual revenue of $9.327 billion, reflecting a 16.2% year-on-year growth [4] - China Railway Construction recently won 10 major projects, each valued over 1.5 billion yuan, totaling 45.142 billion yuan, which represents 4.23% of the company's audited revenue for 2024 [5] - Shenzhen Airport recorded a passenger throughput of 5.8795 million in January 2026, a year-on-year increase of 2.84% [6] Group 3 - China State Construction reported a new contract total of 399.5 billion yuan in January 2026, marking a 1.8% year-on-year increase [7] - Jindi Group's sales amount in January 2026 decreased by 45.78% year-on-year, with a signed area of 78,000 square meters [8] - Changyuan Power achieved a power generation of 3.971 billion kWh in January 2026, a year-on-year increase of 37.81% [9] Group 4 - Senyuan Electric is expected to win a project from the Southern Power Grid valued at 272 million yuan [10] - Chengyi Pharmaceutical's products are set to be selected for the national centralized procurement of expiring varieties [12] - Xinwufeng reported a 10.71% year-on-year decrease in pig sales volume in January 2026 [13] Group 5 - Shengnong Development's sales revenue in January 2026 increased by 40.48% year-on-year, with chicken sales volume rising by 42.79% [14] - Minglida announced the termination of its investment in a key component manufacturing project due to global economic uncertainties [15] - CITIC Securities reported that its subsidiary, Huaxia Fund, achieved a net profit of 2.396 billion yuan in 2025 [16] Group 6 - Pianzaihuang completed the first subject enrollment for its Phase II clinical trial of PZH2107 [17] - Xinzhou Bang reported a 16.56% year-on-year increase in net profit for 2025 [18] - Ankai Bus produced 761 vehicles in January 2026, a year-on-year increase of 35.65% [19] Group 7 - Weilan Bio plans to acquire a 50% stake in Aidimeng Weilan for 47 million yuan [20] - Ningbo Gaofa intends to establish a wholly-owned subsidiary with an investment of no more than 100 million yuan [21] - Shanghai Airport signed a leasing contract worth approximately 585 million yuan with the Shanghai Airport Group [22] Group 8 - Fosun Pharma's subsidiary received acceptance for a drug registration application [23] - Jindai Home's subsidiary invested in acquiring shares in a North American market company [24] - Huatong Co. reported a 1.45% year-on-year decrease in pig sales revenue in January 2026 [25] Group 9 - Yunnan Energy Investment's Nanchong Wind Power Project has been approved with a total installed capacity of 62,500 kW [28] - Youyan Silicon reported a 10.14% year-on-year decrease in net profit for 2025 [29] - Jinpu Titanium announced a temporary shutdown of its Nanjing Titanium White production due to reduced demand [30] Group 10 - Yipin Hong completed the sale of its stake in Arthrosi for a total of $9.5 billion in upfront payments [31] - Liande Co. stated that its gas turbine business currently has limited supply, with minimal impact on overall performance [32] - Tiens Wind Power signed new contracts worth 870 million yuan in the offshore engineering sector [33] Group 11 - Daqin Railway reported a freight volume of 31.28 million tons in January 2026, a year-on-year increase of 5% [34] - ST Mingcheng successfully dismissed all claims from Beijing Fusheng in a recent court ruling [35] - Zhiyang Innovation is planning to acquire control of Lingming Photon and will continue its stock suspension for up to five trading days [36][37] Group 12 - Fulai New Materials accelerated the commercialization of flexible sensors, preparing for mass production of its third-generation electronic skin products [38] - Minhe Co. reported a 36.89% year-on-year decrease in sales of broiler chicks in January 2026 [39] - Ruiang Gene received government subsidies totaling 2 million yuan [40] Group 13 - Huiyu Pharmaceutical's shareholder was forced to reduce holdings by 0.307% due to a court order [41] - Fuyuan Pharmaceutical's subsidiary obtained a drug registration certificate for a new oral solution [42] - Xuantai Pharmaceutical's product is set to be selected for national procurement [43] Group 14 - Chunqiu Electronics completed the cancellation of 9.1369 million repurchased shares [44] - Jinguang Electric won a bid worth approximately 28.8691 million yuan [45] - Hongda Co. plans to invest approximately 71.43 million yuan in a 110kV power transmission project [46] Group 15 - Nanchao Foods reported a 1.99% year-on-year decrease in revenue for January 2026 [47] - Shisheng Intelligent plans to repurchase shares worth between 17.5 million and 35 million yuan [48]

Core Viewpoint - Changyuan Power (000966.SZ) reported a significant increase in electricity generation for January 2026, with a total of 3.971 billion kilowatt-hours, representing a year-on-year growth of 37.81% [1] Group 1: Generation Breakdown - Thermal power generation increased by 41.13% year-on-year [1] - Hydropower generation saw a substantial rise of 133.37% year-on-year [1] - New energy generation experienced a decline of 12.73% year-on-year [1]

2026 年 1 月，公司完成发电量 39.71 亿千瓦时，同比增长 37.81%。其中火电发 电量同比增长 41.13%，水电发电量同比增长 133.37%，新能源发电量同比降低 12.73%。具体数据情况见下表： 公司 2026 年 1 月发电量完成情况表 上述发电量数据系公司初步统计结果，公司发电量数据在月度之间可能存在较 大差异，其影响因素包括但不限于天气变化、来水情况、季节因素、装机容量变动、 设备检修等。数据可能与定期报告披露的数据有差异，提醒投资者不宜以此数据简 单推算公司经营业绩，谨慎决策，注意投资风险。 特此公告。 国家能源集团长源电力股份有限公司董事会 2026 年 2 月 11 日 单位：亿千瓦时 项目 当月发电量 同比变动 本年累计发电量 同比变动 一、火电 37.14 41.13% 37.14 41.13% 二、水电 0.62 133.37% 0.62 133.37% 三、新能源 1.95 -12.73% 1.95 -12.73% 其中：风电 0.3 -35.14% 0.3 -35.14% 光伏 1.65 -6.92% 1.65 -6.92% 合计 39.71 37.81% 39.7 ...

Core Viewpoint - The company reported a significant increase in total electricity generation for January 2026, with a total of 3.971 billion kilowatt-hours, marking a year-on-year growth of 37.81% [1] Generation Breakdown - Thermal power generation reached 3.714 billion kilowatt-hours, reflecting a year-on-year increase of 41.13% [1] - Hydropower generation amounted to 0.062 billion kilowatt-hours, showing a substantial year-on-year growth of 133.37% [1] - Renewable energy generation was recorded at 1.95 billion kilowatt-hours, which represents a year-on-year decrease of 12.73% [1]

Group 1 - The company, Changyuan Power, announced that as of December 31, 2025, all funds raised from the issuance of shares to specific targets have been fully utilized according to the stipulated purposes [1] - The company has recently completed the cancellation procedures for all fundraising special accounts [1] - Following the cancellation of the fundraising special accounts, all regulatory agreements related to the fundraising with subsidiaries, sponsors, and commercial banks have been terminated [1]

证券代码：000966 证券简称：长源电力 公告编号：2026-008 国家能源集团长源电力股份有限公司 关于募集资金使用完毕及注销募集资金账户的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、募集资金基本情况 有限公司及中国农业银行股份有限公司汉川支行签订了《募集资金三方监管协议》； 公司与子公司国能长源荆门屈家岭新能源有限公司、保荐机构中信建投证券股份有 限公司及中国农业银行股份有限公司五三农场支行签订了《募集资金三方监管协议》； 公司与子公司国能长源潜江新能源有限公司、保荐机构中信建投证券股份有限公司 及中国建设银行股份有限公司荆州三湾支行签订了《募集资金三方监管协议》。 三、募集资金专户注销情况 截至 2025 年 12 月 31 日，公司本次向特定对象发行股票募集资金已按规定用 途全部使用完毕。公司已于近日办理完成了所有募集资金专户的注销手续。本次募 集资金专户注销后，公司与募投项目实施主体相关的子公司及保荐人、存放募集资 金的商业银行签署的所有募集资金监管协议相应终止。 四、备查文件 募集资金专户销户的证明文件。 特此公告。 经中国证券监 ...