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本页面由Tiger Trade Technology Pte. Ltd.提供服务
新奥能源
63.500
0.000
手动刷新
成交量：
285.00万
成交额：
1.81亿
市值：
718.82亿
市盈率：
11.87
高：
64.350
开：
64.350
低：
62.800
收：
63.500
52周最高：
73.800
52周最低：
55.571
股本：
11.32亿
香港流通股本：
11.32亿
量比：
0.88
换手率：
0.25%
股息：
3.00
股息率：
4.72%
每股收益(LYR):
5.350
净资产收益率：
13.62%
总资产收益率：
5.01%
市净率：
1.41
市盈率(LYR):
11.87
市销率:
0.57
数据加载中...
总览
公司
新闻资讯
公告
【券商聚焦】华泰证券：核电机制托底提前确立中国绿电电价拐点
金吾财讯
·
03/23
新奥稳步推进核聚变商业化，助力“十五五”未来能源突破
中金在线
·
03/13
【券商聚焦】中金公司：看好中国发展绿色甲醇作为航运减碳燃料的趋势
金吾财讯
·
03/13
新奥能源控股有限公司股份交易披露，涉及私有化进程
金吾财讯
·
03/12
每日卖空追踪 | 新奥能源 03月12日卖空量成交46.43万股，卖空比例为15.85%
市场透视
·
03/12
“算电协同”推动 绿电概念股逆市上扬 大唐新能源(01798)涨7.69%
金吾财讯
·
03/12
【券商聚焦】华泰证券：2030年全球绿氢需求有望达830万吨，国内绿氢近15倍增长空间
金吾财讯
·
03/12
每日卖空追踪 | 新奥能源 03月11日卖空量成交13.09万股，卖空比例为5.64%
市场透视
·
03/11
《大行》大和料油气价更长时间内维持较高水平 首选新奥能源(02688.HK)纽威股份(603699.SH)
阿斯达克财经
·
03/11
新奥能源股份交易披露，中金公司买入24,200股。
金吾财讯
·
03/10
【券商聚焦】华泰证券：美以伊冲突下油价高涨或将推升电价
金吾财讯
·
03/10
【券商聚焦】中信证券：政策预期再升温，氢能迎产业化拐点
金吾财讯
·
03/09
燃气Ⅱ行业跟踪周报：地缘冲突+气温回暖，美气回落、欧洲&中国气价大涨；重视资源价值首华燃气+具备长协成本优势企业新奥股份、新奥能源、九丰能源
东吴证券
·
03/08
千亿弹性空间+分红稳定，15家垃圾焚烧核心企业（附列表）
投研大叔
·
03/07
每日卖空追踪 | 新奥能源 03月06日卖空量成交14.83万股，卖空比例为4.22%
市场透视
·
03/06
新奥能源03月05日遭主力抛售731.7万元
市场透视
·
03/05
《大行》摩通维持对内地燃气股审慎看法 偏好昆仑能源(00135.HK)新奥(02688.HK)
阿斯达克财经
·
03/04
【券商聚焦】中信证券：“十五五”期间绿色燃料相关政策预期持续强化 产业定位有望持续提升
金吾财讯
·
03/04
【券商聚焦】华泰证券：Token出海对中国电量/电力的潜在拉动超过10%
金吾财讯
·
03/04
环保行业跟踪周报：SAF扩产+能源价值中枢上行，持续关注UCO端山高、朗坤，重视矿业双碳
东吴证券
·
03/03
更多
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09:55","pubTimestamp":1773366942,"startTime":"0","endTime":"0","summary":"如今，核聚变能被纳入“十五五”重点攻关领域，成为培育新质生产力、激活未来新兴产业的关键抓手。新奥始终坚信，人才是聚变研发的核心要素，开放是加速突破的必由之路。2017年以来，新奥围绕聚变商业化目标，直面高技术难度挑战，组建并培育了一支超300人规模的国际化研发团队，已具备一流的“物理基础研究-装置设计-工程建设和验证”一体化研发能力。","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=nesSN20260313100146a4654ed5&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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08:56","pubTimestamp":1773363416,"startTime":"0","endTime":"0","summary":"截至2025年末中国规划绿色甲醇产能已经超过6,000万吨，实际投产仅约1%，且其中大部分投产项目实际产出距离名义产能仍然较远。该机构认为全球航运公司受政策驱动或是自发的减碳趋势仍有望持续增强，同时该机构认为中国发展以绿色甲醇为代表的绿色燃料有助于促进新能源非电利用，保障能源安全。该机构看好中国发展绿色甲醇作为航运减碳燃料的趋势，能够绑定海外优质客户的绿色甲醇项目有望优先受益。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976412","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":["LU1981816686.USD","BK1125","LU1119993845.HKD","601995","02380","03868","HK0000500386.USD","LU0359202008.SGD","BK1221","BK1566","01798","LU1508157978.USD","01071","00902","00991","BK1558","LU0531970944.HKD","LU0359201612.USD","BK1570","00836","LU0449509016.USD","LU0651946864.USD","LU1515016050.SGD","LU0054450605.USD","BK1501","02208","00916","BK1154","LU0359201885.HKD","LU2663582299.SGD","LU0205439572.USD","LU0173614495.USD","01799","LU1580142542.USD","BK1564","BK1546","LU0449515922.USD","LU0254981946.USD","LU0737861699.HKD","BK1516","01811","BK1205","BK1583","LU1224709979.USD","LU2048586759.USD","03908","LU1051768304.USD","02688","LU0214875030.USD","06865"],"gpt_icon":0},{"id":"2619815089","title":"新奥能源控股有限公司股份交易披露，涉及私有化进程","url":"https://stock-news.laohu8.com/highlight/detail?id=2619815089","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619815089?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 18:19","pubTimestamp":1773310750,"startTime":"0","endTime":"0","summary":"金吾财讯|2026年3月12日，新奥能源控股有限公司发布股份交易披露公告。公告显示，此次交易涉及公司股份的私有化安排。根据香港《公司收购及合并守则》规则22，执行人员接获了UBS AG于2026年3月11日进行的一系列证券交易披露。UBS AG作为与新奥能源控股有限公司有关连的获豁免自营买卖商，进行了以下两笔交易： 第一笔交易为卖出28,300股普通股，交易性质为因全属客户主动发出且由客户需求带动的买卖盘所产生的Delta 1产品的对冲活动。","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=nesSN20260312184149a463cb6d&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=nesSN20260312184149a463cb6d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1048596156.SGD","LU1051768304.USD","LU0737861699.HKD","LU0205439572.USD","02688","LU1981816686.USD","BK1566","LU0173614495.USD","LU1119993845.HKD","LU1224709979.USD","LU1515016050.SGD","IE0008368742.USD","LU0877626530.USD","BK1221","LU2048586759.USD","BK1521","LU0821914370.USD","LU0651946864.USD","LU0287142896.SGD"],"gpt_icon":0},{"id":"2619846150","title":"每日卖空追踪 | 新奥能源 03月12日卖空量成交46.43万股，卖空比例为15.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619846150","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619846150?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 16:30","pubTimestamp":1773304234,"startTime":"0","endTime":"0","summary":"新奥能源北京时间03月12日，涨1.42%，卖空量成交46.43万股，较上一交易日增加78.1%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=nesSN20260312163455a6ba5226&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, 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大唐新能源(01798)涨7.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618186741","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618186741?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 15:33","pubTimestamp":1773300798,"startTime":"0","endTime":"0","summary":"2026年政府工作报告首次将“算电协同”与超大规模智算集群并列纳入国家新基建战略，标志着算力与电力协同发展从规划走向实践。华鑫证券表示，从产业角度看，“算电协同”将推动算力基础设施与电力基础设施同步扩张，投资机会主要体现在三条主线：绿电与新能源运营、电网与电力设备升级，以及IDC与算力基础设施扩建，相关产业链景气度有望持续提升。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976389","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":["BK1221","LU0531970944.HKD","BK1558","BK1125","BK1521","01811","LU1048596156.SGD","LU1981816686.USD","LU0214875030.USD","02688","LU0821914370.USD","BK1546","LU0054450605.USD","BK1594","BK1513","LU0254981946.USD","BK1205","LU0287142896.SGD","LU1051768304.USD","HK0000252160.HKD","HK0000500386.USD","LU0205439572.USD","LU1224709979.USD","BK1526","HK0000252152.HKD","LU1515016050.SGD","LU0449515922.USD","LU0823040885.USD","BK1154","LU0877626530.USD","01798","LU0173614495.USD","LU2048586759.USD","BK1524","00916","IE0008368742.USD","LU0737861699.HKD","02208","LU0651946864.USD","BK1566","01071","00991","LU1119993845.HKD","LU0449509016.USD","BK1530"],"gpt_icon":0},{"id":"2618908398","title":"【券商聚焦】华泰证券：2030年全球绿氢需求有望达830万吨，国内绿氢近15倍增长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2618908398","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618908398?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 09:10","pubTimestamp":1773277825,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，十五五国内非电减排从0到1、欧洲船舶航空减排从1到10均意味着氢能需求的非线性增长，2030年全球绿氢需求剑指830万吨。该机构预计2030年国内绿氢需求达506万吨，相比24年32万吨增长近15倍，其中氢基重卡、氢冶金、氢化工、氢供热/用电对应100、138、182、86万吨。外需来看，2026年全球碳排管控持续加码。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976343","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0877626530.USD","LU0287142896.SGD","LU0054450605.USD","LU1328615791.USD","BK1594","02727","BK1148","01072","LU1023057109.AUD","LU1580142542.USD","LU1515016050.SGD","LU0449509016.USD","IE00BVYPNQ40.USD","02688","LU0737861699.HKD","LU2242644610.SGD","LU0823426480.USD","LU0039217434.USD","LU0326950275.SGD","LU0348735423.USD","LU0417516902.SGD","LU2097828557.USD","LU1808992512.USD","00187","LU0214875030.USD","BK1562","LU2148510915.USD","LU0823426308.USD","IE0008368742.USD","BK0276","03899","LU0244354667.USD","BK1205","LU1831875114.USD","LU1048596156.SGD","BK1528","LU0181495838.USD","LU0359201885.HKD","LU1282651048.USD","BK1566","LU1979443071.USD","LU1064131003.USD","BK1221","00386","601688","01193","LU0463099449.HKD","SG9999004220.SGD","03996","LU0417516738.SGD"],"gpt_icon":0},{"id":"2618924826","title":"每日卖空追踪 | 新奥能源 03月11日卖空量成交13.09万股，卖空比例为5.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618924826","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618924826?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 16:30","pubTimestamp":1773217833,"startTime":"0","endTime":"0","summary":"新奥能源北京时间03月11日，涨1.21%，卖空量成交13.09万股，较上一交易日减少50.02%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=nesSN20260311163448a6b795c4&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, 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首选新奥能源(02688.HK)纽威股份(603699.SH)","url":"https://stock-news.laohu8.com/highlight/detail?id=2618991061","media":"阿斯达克财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618991061?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 10:43","pubTimestamp":1773196980,"startTime":"0","endTime":"0","summary":"大和发表研报指，布兰特油价昨天回落，此前一天因美国总统特朗普预测与伊朗战争可能很快结束，而飙升至每桶117美元的高位。但霍尔木兹海峡危机重塑了油气板块的风险回报；即使考虑到局势可能一定程度缓和，但预期油气价格中枢将在更长时间内保持较高水平，并首选新奥能源和纽威股份作为其看好该板块的标的。沽空资料截至 2026-03-10 16:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230828122100852_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230828122100852_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508223/latest-news/AAFN","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/aafn-con/NOW.1508223/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU2048586759.USD","IE00B543WZ88.USD","BK1566","LU0737861699.HKD","603699","BK1521","BK0259","LU0877626530.USD","IE0008368742.USD","LU1303224171.USD","SGXZ49509284.SGD","BK1221","LU1981816686.USD","SGXZ81163826.USD","LU1770034418.SGD","IE00BPRC5H50.USD","LU1051768304.USD","LU0651946864.USD","LU1251922891.USD","LU0205439572.USD","LU0173614495.USD","BK0070","LU1515016050.SGD","LU1719994722.HKD","IE00B5MMRT66.SGD","LU1224709979.USD","LU0287142896.SGD","LU1119993845.HKD","BK0028","LU1048596156.SGD","BK0035","02688","LU0821914370.USD","BK0012"],"gpt_icon":0},{"id":"2618954736","title":"新奥能源股份交易披露，中金公司买入24,200股。","url":"https://stock-news.laohu8.com/highlight/detail?id=2618954736","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618954736?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 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华泰证券表示，美以伊冲突下全球油价大幅上涨，带动海外煤价上涨，基于华泰预期，2026年我国北港5500大卡动力煤价格中枢将上移至750元/吨附近。该机构测算若港口5500大卡动力煤价格上涨50元/吨（含税），能源价格传导下批发侧电价将上涨2.9%，对应工业电价上涨2.0%-2.2%；token出海带来的AIDC绿电需求提升有望推升绿证价格，当前绿证价格仅为碳价的9%，若绿证价格提升至与碳价持平，则批发电价将增厚15%，工业电价将增厚10-11%。煤价上涨带来的市场化电价提升更有利于成本稳定的清洁能源，同时推荐经营更稳健的煤电联营公司。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976168","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":["LU0449515922.USD","LU2148510915.USD","HK0000252160.HKD","BK0028","00916","LU0205439572.USD","LU1064130708.USD","LU1064131003.USD","01799","LU0287142896.SGD","02208","00991","BK1583","LU0737861699.HKD","01811","LU1981816686.USD","BK1526","LU0039217434.USD","LU2048586759.USD","02688","01798","LU0651946864.USD","LU1979443071.USD","00836","06865","01071","LU1328615791.USD","BK1513","00902","BK1566","BK1221","LU0821914370.USD","LU1051768304.USD","SG9999014674.SGD","BK1154","DUG","IE0008368742.USD","BK1125","BK1546","LU0449509016.USD","BK1148","LU1580142542.USD","03868","02380","BK1205","LU1808992512.USD","BK0012","LU0823040885.USD","601688","LU1515016050.SGD"],"gpt_icon":0},{"id":"2618690760","title":"【券商聚焦】中信证券：政策预期再升温，氢能迎产业化拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2618690760","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618690760?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 09:23","pubTimestamp":1773019391,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券表示，2026年政府工作报告中明确提出“设立国家低碳转型基金，培育氢能、绿色燃料等新增长点”，并在“培育壮大新动能”板块首提“培育发展未来能源（包括氢能、核聚变能）。在报告表述层面，这是氢能第三次写入政府工作报告，提法和定位从2019年的“推动加氢设施建设”、2024年的“前沿新兴产业”，正式跃升为“新增长点”与“未来能源”双重定性，战略地位显著提升。“绿色燃料”亦首次入列，","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976095","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":null,"symbols":["06030","00386","LU1282651048.USD","LU0348805143.USD","IE00BGHQDM52.EUR","LU0287142896.SGD","IE00BVYPNP33.GBP","LU1255011170.USD","02688","01193","BK0183","LU0463099449.HKD","BK1221","LU1224709979.USD","BK1205","03899","LU0823426308.USD","03996","LU2495084118.USD","02727","LU0417516738.SGD","LU1064131003.USD","LU1981816686.USD","LU1188198961.HKD","LU1997245177.USD","01072","LU0821914370.USD","LU0181495838.USD","LU1720050803.USD","LU1655091616.SGD","BK1226","BK1147","IE0008368742.USD","LU0651946864.USD","00187","BK1566","LU0293314216.USD","600030","BK1528","BK0012","BK0028","LU0449509016.USD","LU0205439572.USD","LU1328615791.USD","SG9999004220.SGD","LU0348825331.USD","LU0359201885.HKD","LU0737861699.HKD","LU0405327494.USD","BK1546"],"gpt_icon":0},{"id":"2618169629","title":"燃气Ⅱ行业跟踪周报：地缘冲突+气温回暖，美气回落、欧洲&中国气价大涨；重视资源价值首华燃气+具备长协成本优势企业新奥股份、新奥能源、九丰能源","url":"https://stock-news.laohu8.com/highlight/detail?id=2618169629","media":"东吴证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618169629?lang=zh_cn&edition=fundamental","pubTime":"2026-03-08 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19:49","pubTimestamp":1772884169,"startTime":"0","endTime":"0","summary":"第二增长曲线看出海，东南亚/中亚垃圾焚烧投资空间2500亿元，中国企业凭借成本优势主导。机构预测，2030年零碳园区拉动投资超千亿，垃圾焚烧+供热/绿电收入占比提升，出海方面2030年东南亚/中亚垃圾焚烧投资达1829/257亿元，中国企业份额超60%。","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=nesSN20260307195430a4563954&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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16:15","pubTimestamp":1772698529,"startTime":"0","endTime":"0","summary":"03月05日, 新奥能源股价跌0.21%，报收69.80元，成交金额2.1亿元，换手率0.27%，振幅2.22%，量比0.50。新奥能源今日主力资金净流出731.7万元，上一交易日主力净流出1390.8万元。该股近5个交易日上涨1.82%，主力资金累计净流入3728.4万元；近20日主力资金累计净流入5873.0万元，其中净流入天数为12日。","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=nesSN20260305161645a6a5c52e&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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偏好昆仑能源(00135.HK)新奥(02688.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2616302938","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616302938?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 10:34","pubTimestamp":1772591640,"startTime":"0","endTime":"0","summary":"该行相对偏好昆仑能源，因其现货液化天然气风险敞口有限，在能源价格高企环境下有望较同业表现更好；现予目标价港9元及“增持”评级。该行亦看好新奥能源的股价上行空间，因其母公司新奥股份近日股价上升，目前A股及H股差价已达40%。该行现予新奥能源目标价72.5港元，评级“增持”；新奥股份目标价18.5元人民币，评级“中性”。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180202160835462_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180202160835462_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1506444/latest-news/AAFN","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/aafn-con/NOW.1506444/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0877626530.USD","BK1521","LU0173614495.USD","LU0469268626.HKD","LU1048596156.SGD","LU0287142896.SGD","02688","BK1566","LU1808992512.USD","LU1051768304.USD","00135","LU0821914370.USD","LU0205439572.USD","LU1981816686.USD","BK1221","IE0008368742.USD","LU1119993845.HKD","LU1515016050.SGD","LU0651946864.USD","BK1528","LU0737861699.HKD","LU1224709979.USD","LU2048586759.USD"],"gpt_icon":0},{"id":"2616306097","title":"【券商聚焦】中信证券：“十五五”期间绿色燃料相关政策预期持续强化 产业定位有望持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2616306097","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616306097?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 09:05","pubTimestamp":1772586310,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券表示，近日，国家能源局组织召开绿色燃料产业发展专题座谈会。会议指出了绿色燃料保障能源安全、降低碳排放、促进新能源非电利用与消纳的三大战略目标。同时对产业发展提出五项要求推动行业健康发展，强调要系统谋划、试点先行、创新引领、优化环境，并坚持需求引领。该机构认为，此次座谈会标志绿色燃料产业将逐步由分散的地方探索和企业自发行为，转向进入由国家层面进行顶层设计和系统性推进的轨道，产业规模化发展可期。该机构指，高层发声频繁，“十五五”期间绿色燃料相关政策预期持续强化，产业定位有望持续提升，该机构看好 1）绿氢氨醇项目投资运营商。2）绿电制绿氢关键装备——电解槽生产商。","market":"sh","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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975838","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0405327148.USD","LU2242644610.SGD","02727","LU1119993845.HKD","06030","LU2289578879.USD","BK1516","BK1589","BK1226","LU0348825331.USD","LU0181495838.USD","LU1328615791.USD","LU1997244956.HKD","LU2097828557.USD","LU0287142896.SGD","03899","LU0214875030.USD","LU0348735423.USD","00386","LU0205439572.USD","LU1720050803.USD","LU1515016050.SGD","BK1205","02688","BK1147","LU0359201612.USD","LU0173614495.USD","BK0276","01193","03996","IE00BVYPNP33.GBP","BK1528","SG9999004220.SGD","LU0651946864.USD","BK1594","BK1546","LU1064130708.USD","LU1051769294.HKD","600030","LU0359201885.HKD","00187","BK1521","LU1224709979.USD","LU1023057109.AUD","LU1981816686.USD","BK0183","LU0417516902.SGD","BK1522","01072","LU0449515922.USD"],"gpt_icon":0},{"id":"2616046306","title":"【券商聚焦】华泰证券：Token出海对中国电量/电力的潜在拉动超过10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616046306","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616046306?lang=zh_cn&edition=fundamental","pubTime":"2026-03-04 09:01","pubTimestamp":1772586063,"startTime":"0","endTime":"0","summary":"据该机构测算，千万亿级全球日均token用量对中国电量和电力或有10%级别弹性，对绿证价格、容量电价甚至电量电价的拉动显著。市场可能认为中国大模型token出海的核心竞争优势是电价，但是该机构测算发现电价占比目前仅10%，随着芯片推理经济性和效率的优化、电价在单位token的成本中占比有可能持续提升。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975832","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":["00836","LU0164865239.USD","159146","LU0287142896.SGD","LU2148510915.USD","02380","601688","00916","LU1328615791.USD","BK0028","BK1521","02208","LU0531970944.HKD","BK1570","LU1064131003.USD","BK1205","BK1554","LU1064130708.USD","06865","LU1051768304.USD","00991","01798","BK1526","LU1580142542.USD","BK1148","03868","BK0276","00902","LU0254981946.USD","LU1048596156.SGD","LU1808992512.USD","BK1221","01071","BK1546","BK1530","LU1979443071.USD","02688","01811","LU1119993845.HKD","BK1583","BK1169","BK0012","LU0449509016.USD","LU0871576103.HKD","LU1515016050.SGD","BK1594","HK0000252152.HKD","LU1781817850.SGD","01799","BK1513"],"gpt_icon":0},{"id":"2616117553","title":"环保行业跟踪周报：SAF扩产+能源价值中枢上行，持续关注UCO端山高、朗坤，重视矿业双碳","url":"https://stock-news.laohu8.com/highlight/detail?id=2616117553","media":"东吴证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616117553?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 14:06","pubTimestamp":1772517975,"startTime":"0","endTime":"0","summary":"投资要点重点推荐：龙净环保，高能环境，赛恩斯，瀚蓝环境，绿色动力环保，绿色动力，海螺创业，永兴股份，光大环境，军信股份，粤海投资，美埃科技，九丰能源，宇通重工，景津装备，新奥能源，昆仑能源，三峰环境，兴蓉环境，洪城环境，中国水务，伟明环保，蓝天燃气，新奥股份，金科环境，英科再生，路德科技。行业观点：1）SAF扩产+能源价值中枢上行，废油脂资源端稀缺增值。增持完成后计划改组董事会，成为实控人。","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=nesSN20260303140622a69c0cb1&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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