{"id":151676,"date":"2025-11-08T01:42:47","date_gmt":"2025-11-07T17:42:47","guid":{"rendered":"https:\/\/www.gocpmall.com\/?p=151676"},"modified":"2025-11-08T01:42:47","modified_gmt":"2025-11-07T17:42:47","slug":"%e5%85%a8%e7%90%83%e5%94%af%e4%b8%80%e7%94%b5%e5%8a%9b%e9%be%99%e5%a4%b4%ef%bc%8c%e7%a4%be%e4%bf%9d%e9%87%8d%e4%bb%93301%e4%b8%87%e8%82%a1%ef%bc%8c%e7%a4%be%e4%bf%9d%e9%87%8d%e4%bb%937%e4%b8%aa","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=151676","title":{"rendered":"\u5168\u7403\u552f\u4e00\u7535\u529b\u9f99\u5934\uff0c\u793e\u4fdd\u91cd\u4ed3301\u4e07\u80a1\uff0c\u793e\u4fdd\u91cd\u4ed37\u4e2a\u7535\u529b\u9f99\u5934\u516c\u5e03_\u8d22\u5bcc\u53f7_\u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

\"news
今天电力股集体异动，整个板块有22个股票集体涨停，甚至有一个电力设备股同时被5家社保基金抱团买进前十大股东。不仅仅如此，晚上我复盘发现，社保基金在A股重仓了7个电力龙头，都是直接重仓成前十大股东的。具体如下，大家收藏起来看看。 第一家：龙源电力$龙源电力(SZ001289)$ 社保基金412组合刚刚新进301万股位列第六大股东。 龙源电力是全球风电运营龙头、国家能源集团新能源核心上市平台，2025 年中控股可再生能源装机 4319.67 万千瓦（风电 3139.57 万千瓦 + 光伏 1179.49 万千瓦），风电利用小时数超行业均值。2025 年中净利润 40.04 亿元，毛利率 40.87%，兼具规模优势与盈利韧性。 第二家：陕西能源$陕西能源(SZ001286)$ 社保基金118组合新进1365万股，直接买成第三大股东。 陕西能源是西北煤电一体化龙头，陕投集团核心上市平台，“双百企业” 标杆。煤炭在役产能 2400 万吨 \/ 年、火电装机 1123 万千瓦，煤电协同对冲成本波动，2025 年三季度毛利率 37.83%、净利率 22.68%，盈利韧性突出。 第三家：福能股份$福能股份(SH600483)$ 社保基金110组合重仓2073万股，直接重仓成第六大股东。 福能股份是福建省属能源龙头，省属国企背景加持，以 “火电 + 新能源” 为核心，是福建海上风电绝对主导者（市占率超 60%），清洁能源装机占比达 56%，热电联产规模位居省内前列且机组技术领先。 第四家：皖能电力 社保基金116组合重仓了666万股，位列第十大股东。 皖能电力是安徽省属火电龙头，安徽能投核心上市平台，省内控股火电市占率超 23%，控参股煤电权益装机达 2454 万千瓦居全省第一。在运机组 82.5% 为 60 万千瓦及以上高效机型，新疆坑口电厂成本优势显著，叠加 75% 高长协煤比例对冲成本波动。2025 年股息率约 4.5%、PE 仅 7-8
阅读更多（Read More）<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

今天电力股集&#20307 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-151676","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/151676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=151676"}],"version-history":[{"count":0,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/151676\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=151676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=151676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=151676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}