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重塑能源

46.180

-0.520-1.11%

成交量：94.49万

成交额：4,331.18万

市值：43.05亿

市盈率：-5.11

高：47.080

开：46.860

低：45.000

收：46.700

52周最高：316.200

52周最低：45.000

股本：9,321.56万

香港流通股本：6,213.15万

量比：2.21

换手率：1.52%

股息：- -

股息率：- -

每股收益(LYR):-9.031

净资产收益率：-42.16%

总资产收益率：-11.05%

市净率：2.20

市盈率(LYR):-5.11

市销率: 5.96

数据加载中...

总览公司新闻资讯公告

每日卖空追踪 | 重塑能源 03月12日卖空量成交20股，卖空比例为0%

重塑能源03月11日主力净流出195.5万元散户资金买入

中东冲突重塑能源格局，分布式光伏成刚需！光伏ETF招商涨超3%强势五连阳

指数ETF有招

港股概念追踪|霍尔木兹海峡通行受阻重塑能源格局油运龙头企业盈利受益运价上升（附概念股）

【行业解读】战略拐点：埃及油气如何以技术为筹码，重塑能源安全新叙事

每日卖空追踪 | 重塑能源 03月09日卖空量成交3760股，卖空比例为0.38%

美伊冲突重塑能源格局：光伏的战略价值被空前放大

原油单周暴涨37%，地缘危机如何重塑能源格局？｜期市头条

每日卖空追踪 | 重塑能源 03月06日卖空量成交6780股，卖空比例为0.39%

【券商聚焦】招银国际首予重塑能源(02570)“买入”评级料新一轮补贴或成短期股价催化剂

上海重塑能源集团股份有限公司发布2026年2月证券变动月报

重塑能源（02570）更新2月股份变动月报表，股本维持稳定

中东变局重塑能源版图，中国东盟共筑区域安全新链条

每日卖空追踪 | 重塑能源 03月04日卖空量成交4960股，卖空比例为0.19%

港股异动 | 氢能股全线走高云南绿氢补贴政策力度空前有望提升全国性政策预期

马斯克盛赞：中国新能源转型加速 “太阳能+电动”重塑能源消费格局

ITBEAR科技资讯

每日卖空追踪 | 重塑能源 03月02日卖空量成交8560股，卖空比例为0.4%

重塑能源(02570)股价下跌5.119%，现价港币$51.9

阿斯达克财经

地缘政治重塑能源秩序：新能源不再只是转型叙事，而是国家安全资产

2025年，氢能汽车产业链TOP10企业排名

Ofweek维科网

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11:36","pubTimestamp":1773200205,"startTime":"0","endTime":"0","summary":"3月11日，光伏板块延续强劲走势，$光伏ETF招商盘中持续拉升涨超3%、目前涨2.46%，日K线强势冲击五连阳！随着中东能源冲突持续发酵，全球电网投资正加速向分布式、去中心化方向演进，光伏作为分布式绿色电力的核心供给支柱，其战略地位与场景价值被重新定义。2026年一季度，光伏组件市场迎来标志性价格反转。上述观点、看法和思路根据截至当前情况判断做出，今后可能发生改变。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311121541a46025d6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311121541a46025d6&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02570","BK1171"],"gpt_icon":0},{"id":"2618569995","title":"港股概念追踪|霍尔木兹海峡通行受阻重塑能源格局   油运龙头企业盈利受益运价上升（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2618569995","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618569995?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 08:59","pubTimestamp":1773190774,"startTime":"0","endTime":"0","summary":"今年以来，原油运输景气度持续提升。即使不考虑伊朗局势的影响，目前的油运行业也处于较为确定性的上升周期中。延布港/霍尔木兹海峡—青岛港运距增加18%左右。短期通过释放战略库存，调整供应链方式来对冲美伊冲突的地缘影响，但寻求霍尔木兹海峡通行能力的部分恢复仍为破解之道。解禁后，补偿式需求有望保持油轮运输维持高运价，若船舶利用率受限则有望进一步抬升运价。中信证券研报称，霍尔木兹海峡通行受阻重塑能源格局。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1412426.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02570","BK4588","SG9999014674.SGD","BK1171","BK4585","01138","VXUS","BK1535","BK1166"],"gpt_icon":0},{"id":"2618991712","title":"【行业解读】战略拐点：埃及油气如何以技术为筹码，重塑能源安全新叙事","url":"https://stock-news.laohu8.com/highlight/detail?id=2618991712","media":"CSSOPE","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618991712?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 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15:32","pubTimestamp":1772782365,"startTime":"0","endTime":"0","summary":"首次覆盖予以“买入”评级，目标价80港元，基于4倍27财年P/S。该机构提到，新一轮补贴或成短期股价催化剂。该机构认为制氢和氢能基建也将受益于新补贴。由于目前燃料电池销量的低基数，该机构认为新一轮补贴对头部玩家的销量提振会非常明显。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976064","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02570"],"gpt_icon":0},{"id":"2617511557","title":"上海重塑能源集团股份有限公司发布2026年2月证券变动月报","url":"https://stock-news.laohu8.com/highlight/detail?id=2617511557","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617511557?lang=zh_cn&edition=fundamental","pubTime":"2026-03-05 00:06","pubTimestamp":1772640369,"startTime":"0","endTime":"0","summary":"金吾财讯|上海重塑能源集团股份有限公司于2026年3月4日向香港交易及结算所有限公司提交了2026年2月的证券变动月报表。报告显示，公司在2026年2月没有发生股份变动。已发行股份及库存股份方面，H股和内资股的已发行股份数目也未发生变化，H股已发行总数为62,131,535股，内资股已发行总数为31,084,106股。综上所述，上海重塑能源集团股份有限公司在2026年2月的股本结构和已发行股份情况保持稳定，未发生任何变动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305001137a44bf49d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:05","pubTimestamp":1772618749,"startTime":"0","endTime":"0","summary":"上海重塑能源集团股份有限公司于2026年3月4日发布2026年2月28日止月份的股份变动月报。根据公告，报告期内公司已发行股份总数及注册股本保持稳定，未见新增发行、回购或注销行为。公司截至2026年2月底的注册股本为人民币93,233,641元，其中H股注册股本人民币62,149,535元，内资股注册股本人民币31,084,106元。报告期内，上述股份数量无变化，股本结构维持不变。公司表示已遵守香港联合交易所有限公司上市规则及相关法律法规。该公告由联席公司秘书郑重签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02570"],"gpt_icon":0},{"id":"2617511558","title":"中东变局重塑能源版图，中国东盟共筑区域安全新链条","url":"https://stock-news.laohu8.com/highlight/detail?id=2617511558","media":"见道Seetao","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617511558?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 17:12","pubTimestamp":1772615572,"startTime":"0","endTime":"0","summary":"随着伊朗最高领袖哈梅内伊遇袭身亡，战火迅速蔓延至整个海湾地区。次日，伊朗最高领袖哈梅内伊身亡的消息得到官方证实，中东局势瞬间失控。面对美以的联合打击，伊朗伊斯兰革命卫队海军于2月28日晚宣布禁止任何船只通过霍尔木兹海峡。中国东盟联手打造能源生命线在共同的能源安全挑战面前，中国与东南亚国家正加速能源基础设施互联互通。这场危机正在重塑全球南方的合作格局，中国与东盟的能源合作或将迎来新的黄金时代。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304171550a44a9ef9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1772613031,"startTime":"0","endTime":"0","summary":"重塑能源北京时间03月04日，涨0.33%，卖空量成交4960股，较上一交易日减少29.75%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260304163427a44a6e77&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:39","pubTimestamp":1772588343,"startTime":"0","endTime":"0","summary":"消息面上，云南省近日发布《云南省促进绿色电力消纳的若干措施》。此外，全国人大代表、亿华通董事长张国强建议开展氢能高速示范，推动燃料电池汽车规模化发展。中信证券发布研报称，认为该补贴力度空前，将显著改善当地绿氢及绿色燃料项目的盈利能力。同时提升市场对全国性氢能支持政策的预期。申万宏源也表示，考虑绿氢成本为绿色甲醇主要原料成本，此次绿氢补贴有望明显提升氢氨醇项目经济性，加速产业发展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409771.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["03899","02570","BK4585","02402","BK4588","LU0214875030.USD","SG9999004220.SGD","LU0449515922.USD","LU2242644610.SGD","BK1171","VT","LU0054450605.USD","BK1522","LU0449509016.USD","VXUS","00187","BK1183"],"gpt_icon":0},{"id":"2616362349","title":"马斯克盛赞：中国新能源转型加速 “太阳能+电动”重塑能源消费格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2616362349","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616362349?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 03:32","pubTimestamp":1772479921,"startTime":"0","endTime":"0","summary":"特斯拉首席执行官埃隆·马斯克近日在社交平台发表观点，认为中国正加速构建以电力为核心的能源体系，传统化石能源需求将持续萎缩。2025年中国太阳能新增装机容量持续扩大，发电成本较五年前下降超过40%。国际观察家持续关注中国新能源产业发展。马斯克多次公开表示，中国在光伏组件生产、储能技术突破和电动汽车规模化应用方面展现出的综合优势超出预期。这些变化共同描绘出中国能源转型的清晰路径。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303035126a69a1a58&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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股价在下午03:35比前收市价下跌5.119%，现股价为港币$51.9。至目前为止，今日最高价为$58.85，而最低价为$51.9。总成交量为202.338万股，总成交金额为港币$1.124亿。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2603028357/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2603028357/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1171","02570"],"gpt_icon":0},{"id":"2616368190","title":"地缘政治重塑能源秩序：新能源不再只是转型叙事，而是国家安全资产","url":"https://stock-news.laohu8.com/highlight/detail?id=2616368190","media":"SMM新能源","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616368190?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 14:02","pubTimestamp":1772431356,"startTime":"0","endTime":"0","summary":"新能源的安全属性由此被重新定价。因此，新能源的安全是运行安全，而非供应安全。因此，中国新能源体系具备替代安全的潜力。2）储能与电网：中国最具战略意义的资产如果战争长期化，能源系统的核心不再是发电能力本身，而是系统稳定能力。对中国新能源产业链而言，真正的挑战不在制造端，而在资源端的稳定性与成本波动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302143943a7304dcd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:29","pubTimestamp":1772180975,"startTime":"0","endTime":"0","summary":"截止2025年中国氢车累计销量39023辆。2025年云韬氢能与三一汽车、东风汽车、广汽集团、中国重汽、徐工集团等10家整车企业形成配套。2025年未势能源与东风特汽、宇通、中联环境、长征汽车、南京金龙5家整车企业形成配套。2025年牵引车和专用车销量分别为4604辆、4011辆，分别同比增长35%、83.9%，二者合计占全部车型销量比重达79.9%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227163151a725f0fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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