机构：高景气格局有望持续 | 代码 | 名称 | 现价 | 张唱� 涨跌 | | --- | --- | --- | --- | | 300317 珈伟新能 | | 5.36 | +0.89 +19.91% | | 003032 | 南网能源 | 8.22 | +0.75 +10.04% | | 600452 涪陵电力 | | 13.28 | +1.21 +10.02% | | 002015 | 协鑫能科 | 14.16 | +1.29 +10.02% | | 000899 | 赣能股份 | 14.61 | +1.33 +10.02% | | 6660000 | 闽东电力 | 14.43 | +1.31 +9.98% | | 001896 | 豫能控股 | 13.34 | +1.21 +9.98% | | 600744 华银电力 | | 7.94 | +0.72 +9.97% | | 600821 | 金开新能 | 7.39 | +0.67 +9.97% | | 600644 乐山电力 | | 13.12 | +1.04 +8.61% | | 600157 永泰能源 | | 1.84 | +0.13 +7.6 ...

Group 1: Rare Earth and Tungsten Industry - The company is one of the six major rare earth groups in the country, having completed the integration of rare earth resources in Fujian Province [2] - The company possesses a complete tungsten industry chain, with significant competitive advantages in tungsten mining, smelting, powder, wire materials, and hard alloy deep processing [2] - The company is the first in China to develop and produce ITER filter tungsten probe components for nuclear fusion devices, capable of precision machining large-sized ITER-grade tungsten materials [2] Group 2: Data Center and AI Computing - The company is planning to acquire a stake in Xiantian Computing and aims to leverage it to acquire control of Zhengzhou Heying, which focuses on third-party large-scale data center operations [3] - The company is collaborating with Alibaba Cloud to jointly invest 15.8 billion yuan in building a cloud computing data center in Zhejiang [3] - The company has established a large data center in Xinjiang Hami, with a total computing power exceeding 80,000 P [3] Group 3: Power and Energy Sector - The company has acquired Honghe Power, a major thermal power plant in southern Yunnan, with a certified installed capacity of 1,300 MW [5] - The company is a leading player in the composite insulator market for high-voltage transmission lines, with a net profit growth of 177.52% year-on-year [5] - The company is expected to achieve a profit of 300 million to 360 million yuan by 2025, marking a turnaround from previous losses [5] Group 4: Semiconductor and AI Technology - The company has developed a low-code platform that integrates AI capabilities and has been applied in various sectors including power, aerospace, and manufacturing [4] - The company is a leading domestic player in crystal oscillators, with products applicable in optical communication and navigation systems [4] - The company has launched a series of AI products and is involved in the construction of AI computing centers across the country [4] Group 5: Renewable Energy and Materials - The company is a leader in the photovoltaic aluminum frame market, with a global market share exceeding 18% [5] - The company is investing 600 million yuan to build a project for producing 10,000 tons of iron phosphate battery precursor materials annually [8] - The company has established a comprehensive lithium battery supply chain, including mining, selection, and processing of lithium carbonate [8]

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 02月27日消息，截止13:35，稀缺资源板块走强，厦门钨业、贵研铂业、中稀有色、章源钨业、闽东电 力、亚盛集团涨停，金钼股份、锡业股份、宝钛股份、云南锗业等个股涨幅居前。 责任编辑：小浪快报 ...

（文章来源：证券日报） 证券日报网讯 2月25日，闽东电力在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 户数为47599户。 ...

Core Viewpoint - The company, Mindong Electric Power, has received a notification from the Provincial Investment Group regarding the completion of its share reduction plan, indicating a decrease in shareholding by the Provincial Investment Group [1] Group 1 - The Provincial Investment Group has reduced its holdings in Mindong Electric Power by 2.9 million shares, which represents 0.63% of the company's total share capital [1] - Prior to the reduction, the Provincial Investment Group held 5.83% of the company's shares, which has decreased to 5.20% following the reduction [1]

格隆汇2月13日｜闽东电力公告称，持股5%以上股东省投集团减持计划期限届满。2025年12月3 - 12 日，省投集团通过集中竞价累计减持290万股，占公司总股本0.63%，减持均价14.13元/股。减持前，省 投集团持股比例为5.83%，减持后降至5.20%。此次减持股份源于2017年认购的非公开发行股份，且未 超计划减持数量，也不会导致公司控制权变更及对持续经营产生重大影响。 ...

证券代码：000993 证券简称：闽东电力 公告编号：2026临-06 福建闽东电力集团股份有限公司 关于持股 5%以上股东减持股份计划期限届满 暨减持结果的公告 股东福建省投资开发集团有限责任公司保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 注：上述减持股份来源为 2017 年认购的上市公司非公开发行股份。 1 | 股份性质 | | 本次减持前所持股份 | | 本次减持后所持股份 | | | --- | --- | --- | --- | --- | --- | | | 股数（股） | 占总股本比 例（%） | 股数（股） | | 占总股本比例（%） | | 合计持有股份 | 26,701,565 | 5.83 | 23,801,565 | | 5.20 | | 其中：无限售条件股 | 26,701,565 | 5.83 | 23,801,565 | | 5.20 | | 有限售条件股 | 0 | 0.00 | | 0 | 0.00 | 2、股东本次减持前后持股情况 二、相关情况说明 1.本次减持相关方 ...

Core Viewpoint - The establishment of a unified national electricity market is crucial for the development of a new type of power system in China, with significant progress expected by 2025 and a target for 2030 to have 70% of electricity consumption from market transactions [1][2]. Group 1: National Electricity Market Development - The State Council issued an implementation opinion on February 11, aiming to build a unified national electricity market by 2030, where all types of power sources and non-essential users will participate directly in the market [1]. - By 2030, it is projected that the market-based transaction volume will account for approximately 70% of total electricity consumption, with a further increase expected by 2035 [1]. - The National Development and Reform Commission highlighted the need for reform to address challenges posed by changes in electricity production, consumption patterns, and the rising share of renewable energy [1]. Group 2: Capacity Market and Compensation Mechanisms - The opinion proposes exploring the establishment of a capacity market to ensure the profitability of supportive resources like coal power and new energy storage, which are essential for accommodating high proportions of renewable energy [3]. - A reliable capacity compensation mechanism will be gradually established, with market-based methods to guide the orderly development of supportive power sources [3]. - The recent notification from the National Development and Reform Commission and the National Energy Administration aims to improve the capacity pricing mechanism for various power generation sources, including natural gas and new energy storage [3]. Group 3: Participation of Private Enterprises - The opinion encourages greater participation of private enterprises in the electricity market, particularly in new energy storage, virtual power plants, and smart microgrids [4]. - Measures will be introduced to facilitate the flexible participation of new entities in market transactions, promoting rational investment and healthy development [4]. - The opinion aims to enable all electricity users, except for essential users, to participate directly in the electricity market, fostering a diverse and competitive market environment [4].

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].

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]