港股详情

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信义能源

1.230

+0.0100.82%

成交量：504.80万

成交额：617.84万

市值：104.80亿

市盈率：8.89

高：1.240

开：1.210

低：1.210

收：1.220

52周最高：1.932

52周最低：0.852

股本：85.20亿

香港流通股本：85.20亿

量比：0.69

换手率：0.06%

股息：0.07

股息率：5.47%

每股收益(LYR):0.138

净资产收益率：7.84%

总资产收益率：4.22%

市净率：0.69

市盈率(LYR):8.89

市销率: 3.71

数据加载中...

总览公司新闻资讯公告

【券商聚焦】华泰证券：688号文推动多用户绿电直连落地

信义能源(03868)出现大手卖出170万股，成交价$1.23，涉资209.1万

阿斯达克财经

信义能源(03868)出现大手卖出140万股，成交价$1.29，涉资180.6万

阿斯达克财经

绿电概念股强势福莱特玻璃(06865)涨7.18% 近日首个算电协同绿电供应项目投运

【券商聚焦】华泰证券：光伏产业链仍处于深度调整期 1Q26多数企业仍处于亏损状态

信义能源4月股份变动月报：股本维持不变

【券商聚焦】中原证券：光伏产业已处寒冬建议关注储能逆变器领域

信义能源拟回购最多10%股份

信义能源2025年度经营与战略要点：可再生能源规模扩张，业绩稳步提升

【券商聚焦】中信建投指新型电力转型有望持续推进　新能源非电消纳和替代能源发展潜力广阔

绿电概念股整体扬升大唐发电(00991)涨5.22% 机构指电价拐点或提前

光伏太阳能股集体受压协鑫新能源(00451)跌6.31%

信义能源(03868)出现大手卖出190万股，成交价$1.16，涉资220.4万

阿斯达克财经

信义能源更新2026年3月股份变动月报表，股本维持稳定

【券商聚焦】华泰证券：AI时代绿电脱离传统意义上的“垃圾电” 获得价值重估的契机

信义能源(03868)授出400万份购股权

【券商聚焦】华泰证券：环境价值重估将沿三条主线展开利好绿电运营商与高耗能龙头绿电直连

【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

信义能源获上海宁泉资产管理有限公司增持451.6万股每股作价1.27港元

上海宁泉资产管理有限公司增持信义能源(03868)451.6万股每股作价1.27港元

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福莱特玻璃(06865)涨7.18% 近日首个算电协同绿电供应项目投运","url":"https://stock-news.laohu8.com/highlight/detail?id=2633947841","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633947841?lang=zh_cn&edition=fundamental","pubTime":"2026-05-07 14:06","pubTimestamp":1778133962,"startTime":"0","endTime":"0","summary":"金吾财讯 | 绿电概念股强势，福莱特玻璃(06865)涨7.18%，大唐发电(00991)涨5.46%，新特能源(01799)涨4.47%，信义能源(03868)涨4.13%，金风科技(02208)涨3.74%，中广核新能源(01811)涨2.62%，华电国际电力股份(01071)涨2.34%，华润电力(00836)涨1.78%，华能国际电力股份(00902)涨1.24%。5月2日，我国首个大规模算电协同绿电供应项目——中卫云基地数据中心绿电直供50万千瓦光伏电站正式投运。这标志着我国“东数西算”工程实现从沙漠风光电到数字算力的直连直通。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZDQyZmM0MDNhYTRlOWFhOWE0NDBjZGFmOTc4ZmU3NDQzMjc2MzA4MTk4NA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980831","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1570","BK1513","00902","01799","BK1546","03868","BK1526","SG9999014674.SGD","BK1154","BK1554","00836","06865","BK1583","BK1594","BK1125","BK1530","BK1205","BK1524","01811","01071","BK1558","02208","BK1148","BK1169","00991"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633164209","title":"【券商聚焦】华泰证券：光伏产业链仍处于深度调整期 1Q26多数企业仍处于亏损状态","url":"https://stock-news.laohu8.com/highlight/detail?id=2633164209","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633164209?lang=zh_cn&edition=fundamental","pubTime":"2026-05-07 09:03","pubTimestamp":1778115784,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，需求增速下降+名义供给过剩背景下光伏产业链仍处于深度调整期，1Q26多数企业仍处于亏损状态。与此同时，在头部企业自律和市场化出清的共同作用下，1Q26该机构已经开始看到组件、电池、胶膜、银浆、热场等细分环节率先减亏/扭亏，该机构统计光伏产业链主流上市企业1Q26累计亏损103.3亿元，同比减亏9%/环比减亏57%；其中组件、电池、胶膜、银浆、焊带多数企业实现毛利率同比或环比修复。静待产业链供需关系再平衡后beta改善，贱金属降本领先的电池组件和浆料粉体公司有望率先迎来股价alpha。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980755","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0531971595.HKD","LU1328615791.USD","LU1785774172.SGD","01799","LU2008162690.USD","LU1580142542.USD","03868","BK1509","LU0051755006.USD","06865","BK1583","00968","BK1594","IE00BZ08YR35.GBP","BK1105","LU0972618739.USD","BK0276","BK1500","SG9999014674.SGD","BK0183","01250","LU1064131003.USD","BK1610","LU0455707207.USD","00868","IE0008368742.USD","LU0572944931.SGD","BK1554","LU2177674079.SGD","LU2148510915.USD","601688","03800","BK1148","BK1169","BK0028","BK1589","LU0828238088.HKD","IE00B031HY20.USD","159863","LU1655091616.SGD","IE00BZ08YT58.USD","IE0008369823.USD","BK1144","LU1979443071.USD","03606","BK0188","IE00BZ08YS42.EUR","LU0039217434.USD","LU0456827905.SGD","LU1064130708.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184853875","title":"信义能源4月股份变动月报：股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1184853875","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184853875?lang=zh_cn&edition=fundamental","pubTime":"2026-05-06 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建议关注储能逆变器领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2633960041","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633960041?lang=zh_cn&edition=fundamental","pubTime":"2026-05-05 09:07","pubTimestamp":1777943274,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中原证券研究认为，从各家上市公司披露的年报和一季报来看，光伏产业已处寒冬，连续业绩亏损和现金流压力倒逼企业从关注规模到关注盈利质量上来。后续产业出清的程度取决于反内卷政策执行力度。截至2026年4月30日，光伏产业指数（931151）PB(LF)估值2.71倍，处于历史52.37%估值分位。建议关注景气度较好的储能逆变器领域，技术方面关注钙钛矿电池/晶硅钙钛矿叠层电池/砷化镓电池领域头部企业以及产业周期角度关注各制造环节现金流良好、资金储备充裕的头部企业。风险提示：全球光伏装机增速放缓风险；国际贸易摩擦风险；阶段性供需错配，产能过剩，盈利能力下滑风险；政策落地不及预期风险。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980549","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":["BK1589","LU0509642566.USD","SG9999014674.SGD","LU0572944931.SGD","LU0269904917.USD","LU2008162690.USD","00868","01799","LU1983299162.USD","BK1583","IE00B031HY20.USD","LU1785774172.SGD","BK1154","IE0008368742.USD","IE00BZ08YS42.EUR","BK1500","BK1554","BK1105","BK1610","LU1064131003.USD","03800","LU0051755006.USD","LU0502904849.HKD","LU0327786744.USD","LU0972618739.USD","01250","159863","IE0034224299.USD","LU0828238088.HKD","BK1594","LU0456827905.SGD","03868","03606","IE00BZ08YR35.GBP","00968","BK0201","BK1169","LU2242644610.SGD","IE0008369823.USD","LU1655091616.SGD","BK1148","601375","LU1064130708.USD","LU0455707207.USD","06865","IE00BZ08YT58.USD","LU2177674079.SGD","LU2148510915.USD","BK0276","BK1509"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169875674","title":"信义能源拟回购最多10%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1169875674","media":"公告速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169875674?lang=zh_cn&edition=fundamental","pubTime":"2026-04-30 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中信建投指新型电力转型有望持续推进　新能源非电消纳和替代能源发展潜力广阔","url":"https://stock-news.laohu8.com/highlight/detail?id=2629860437","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629860437?lang=zh_cn&edition=fundamental","pubTime":"2026-04-24 09:12","pubTimestamp":1776993136,"startTime":"0","endTime":"0","summary":"在新型能源体系建设方面，发布会明确提出加快非化石能源高质量发展、推动化石能源安全可靠有序替代、大力推进能源科技创新、持续深化能源体制机制改革等内容。整体来看，“十五五”期间，新型电力转型有望持续推进，新能源非电消纳和替代能源发展潜力广阔。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979845","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","02688","01799","BK1583","00902","LU0821914370.USD","01798","LU0531970944.HKD","LU1515016050.SGD","00991","LU0214875030.USD","LU0287142896.SGD","159945","SG9999014674.SGD","00836","HK0000500386.USD","01811","LU1051768304.USD","BK1554","601066","03868","BK1221","BK1558","LU1119993845.HKD","BK1524","LU1981816686.USD","BK1566","159875","HK0000252160.HKD","159146","000941.SH","01071","LU0737861699.HKD","LU1224709979.USD","BK1125","BK1546","399941","BK1570","BK1526","BK1594","02380","LU0173614495.USD","BK1530","LU2048586759.USD","BK0276","00916","06865","160640","BK1169","02208"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629702216","title":"绿电概念股整体扬升 大唐发电(00991)涨5.22% 机构指电价拐点或提前","url":"https://stock-news.laohu8.com/highlight/detail?id=2629702216","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629702216?lang=zh_cn&edition=fundamental","pubTime":"2026-04-21 13:57","pubTimestamp":1776751023,"startTime":"0","endTime":"0","summary":"金吾财讯 | 绿电概念股整体扬升，截至发稿，大唐发电 涨5.22%，中广核新能源涨3.07%，华电国际电力股份涨2.43%，龙源电力涨2.24%，大唐新能源涨1.99%，华能国际电力股份涨1.76%，新特能源涨1.69%，信义能源涨1.67%，新奥能源涨1.28%。华源证券指出，2026年在受美伊战争影响能源价格上涨与极端炎热气候预计到来的背景下，或许电价拐点会提前到来。若电价拐点提前，建议关注龙头火电运营商以及低估值绿电，但绿电运营商今年一季报业绩尚未披露仍存风险。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979541","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1530","LU0823040885.USD","LU1515016050.SGD","03868","BK0044","BK1148","LU0877626530.USD","02688","01798","01811","BK1521","601991","00916","LU0531970944.HKD","BK0183","LU1981816686.USD","HK0000500386.USD","BK0012","LU0254981946.USD","BK0188","BK0271","LU0173614495.USD","LU0737861699.HKD","BK1583","01071","BK0196","BK1566","BK0179","BK1554","00991","01799","BK0006","LU0449509016.USD","BK0010","BK1524","BK1558","LU0214875030.USD","SG9999014674.SGD","00902","HK0000252160.HKD","LU1224709979.USD","LU2048586759.USD","LU0821914370.USD","BK1594","LU0205439572.USD","BK1154","BK1125","LU0054450605.USD","BK1221","LU1119993845.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628222770","title":"光伏太阳能股集体受压 协鑫新能源(00451)跌6.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2628222770","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628222770?lang=zh_cn&edition=fundamental","pubTime":"2026-04-17 13:14","pubTimestamp":1776402853,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光伏太阳能股集体受压，协鑫新能源 跌6.31%，信义光能跌3.37%，协鑫科技跌3.06%，新特能源跌2.83%，信义能源跌2.52%，山高新能源跌2.47%，钧达股份跌2.41%。研报显示，继3月出口增值税退税到期前的需求反弹后，根据SMM数据，2026年4月太阳能需求预计环比锐减18%至32吉瓦，这一数字亦较2025年月度平均需求低31%。报告认为，由于反内卷政策的不确定性及供给侧生产配额机制面临反垄断审查，当前行业环境与2025年6月的低谷期相似甚至更严峻。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979238","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":["BK1589","SG9999014674.SGD","BK4585","TAN","02865","01799","LU1983299162.USD","000591","BK1583","ICLN","BK0132","BK1154","IE00BZ08YS42.EUR","BK1554","BK1610","03800","BK4588","BK0271","BK0054","01250","BK1594","03868","IE00BZ08YR35.GBP","BK1163","00968","BK1169","BK1148","00451","IE00BZ08YT58.USD","BK4596"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628213372","title":"信义能源(03868)出现大手卖出190万股，成交价$1.16，涉资220.4万","url":"https://stock-news.laohu8.com/highlight/detail?id=2628213372","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2628213372?lang=zh_cn&edition=fundamental","pubTime":"2026-04-17 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17:17","pubTimestamp":1775639830,"startTime":"0","endTime":"0","summary":"信义能源控股有限公司于2026年4月8日发布截至2026年3月31日的股份变动月报。公告显示，公司在报告期内未发生新发行、购回或注销股份的情况，股本保持稳定。公司普通股法定注册股本维持8000亿股不变，每股面值为0.01港元，合计约80亿港元。截止2026年3月31日，已发行普通股总数为8,519,712,351股，与上月持平，未持有任何库藏股。公司在公告中确认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。公告由公司秘书朱燦辉代表董事会签署。","market":"sh","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":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03868"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624523008","title":"【券商聚焦】华泰证券：AI时代绿电脱离传统意义上的“垃圾电” 获得价值重估的契机","url":"https://stock-news.laohu8.com/highlight/detail?id=2624523008","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2624523008?lang=zh_cn&edition=fundamental","pubTime":"2026-04-02 08:52","pubTimestamp":1775091174,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，2025年来“绿电直连”政策频出，“算电协同”2026年更是首次被纳入政府工作报告上升到国家新基建的战略层面。与市场观点的不同，市场普遍认为算电协同是概念炒作，该机构认为这是AI时代绿电脱离传统意义上的“垃圾电”，获得价值重估的契机。AI推理时代，算力与电力的联合调度在突破芯片瓶颈后有望成为重要的命题。推荐：1）低估风光运营商估值修，2）绿电产能高增速的绿发电力和火转绿企业。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978096","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":["LU2148510915.USD","SG9999014674.SGD","BK1148","LU0173614495.USD","LU1064131003.USD","02688","AGIX","LU0531970944.HKD","00991","601688","00916","BK1570","BK0028","02208","02380","LU0164865239.USD","01798","BK1205","LU1224709979.USD","LU1781817850.SGD","LU1051768304.USD","01811","BK1154","LU2048586759.USD","LU0214875030.USD","LU1064130708.USD","00902","BK1221","BK1526","LU1580142542.USD","BK1513","BK1524","LU0254981946.USD","LU1515016050.SGD","AIPO","01799","HK0000500386.USD","LU0449515922.USD","03868","00836","LU0054450605.USD","IE0008368742.USD","CHAT","BK0276","BK1546","HK0000252152.HKD","LU0823040885.USD","BK1125","06865","01071"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623586156","title":"信义能源(03868)授出400万份购股权","url":"https://stock-news.laohu8.com/highlight/detail?id=2623586156","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623586156?lang=zh_cn&edition=fundamental","pubTime":"2026-03-31 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利好绿电运营商与高耗能龙头绿电直连","url":"https://stock-news.laohu8.com/highlight/detail?id=2622176260","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622176260?lang=zh_cn&edition=fundamental","pubTime":"2026-03-25 08:59","pubTimestamp":1774400376,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，随着2035年NDC 硬约束落地，中国气候行动从“强度控制”转向“总量减排”，环境价值定价进入新时代。市场一致预期认为NDC是远期概念、绿证供给过剩价格难涨、绿电运营商仅是“类债”防御资产。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1977157","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01811","LU0531971595.HKD","LU1808992512.USD","01798","01799","LU0254981946.USD","BK1583","02688","LU0821914370.USD","BK1221","BK0012","BK1524","01071","IE0008368742.USD","LU0164865239.USD","LU0877626530.USD","00916","BK1530","BK1554","BK1570","LU1064131003.USD","LU1224709979.USD","BK1513","00991","BK1558","601688","BK0188","BK0183","BK1594","03868","LU1119993845.HKD","LU0173614495.USD","LU1781817850.SGD","LU1580142542.USD","LU1328615791.USD","00902","HK0000252152.HKD","LU2048586759.USD","HK0000252160.HKD","LU1064130708.USD","LU1981816686.USD","02208","LU1934453819.USD","LU0039217434.USD","BK1546","06865","02380","00836","BK1526","BK1566"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621728626","title":"【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","url":"https://stock-news.laohu8.com/highlight/detail?id=2621728626","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2621728626?lang=zh_cn&edition=fundamental","pubTime":"2026-03-23 09:21","pubTimestamp":1774228902,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，辽宁2026年3月发文，建立核电可持续发展价格结算机制。该机构认为核电试点的落地，意味着中央/地方政府从机制层面为2023年以来持续的“煤价下降，电价下降”画上了阶段性句号，也意味着以核电为代表的清洁能源过去3年盈利承压的趋势可能即将出现重大的政策拐点。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976987","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":["601688","LU0054450605.USD","LU0449515922.USD","BK1558","LU1224709979.USD","LU1979443071.USD","LU0214875030.USD","BK4588","03868","LU0877626530.USD","URNM","00991","00902","00836","BK0276","LU0164865239.USD","01071","02208","LU0254981946.USD","00916","BK1169","01798","01799","BK1594","LU2148510915.USD","06865","LU0871576103.HKD","BK1530","02380","BK1513","LU0823040885.USD","BK1554","BK0012","LU1981816686.USD","BK1154","BK1526","BK4606","LU0531971595.HKD","01811","HK0000252152.HKD","NLR","BK1521","BK0028","BK1566","02688","NUKZ","LU0039217434.USD","LU1119993845.HKD","LU1934453819.USD","LU0449509016.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621747519","title":"信义能源获上海宁泉资产管理有限公司增持451.6万股 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