605222 起帆电缆
已收盘 02-17 15:00:00
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起帆电缆:公司将积极关注火山云太行算力中心二期项目电线电缆需求情况
证券 · 02-13
起帆电缆:公司将积极关注火山云太行算力中心二期项目电线电缆需求情况
起帆电缆:公司将努力做好公司经营业绩,不断提升经营管理水平
证星董秘互动 · 02-13
起帆电缆:公司将努力做好公司经营业绩,不断提升经营管理水平
起帆电缆:字节跳动公司旗下的火山云太行算力中心二期项目的建设用地规划许可证于2025年1月13日获批
互动易 · 02-13
起帆电缆:字节跳动公司旗下的火山云太行算力中心二期项目的建设用地规划许可证于2025年1月13日获批
起帆电缆:公司将始终致力于做好公司经营业绩,不断提升经营管理水平
互动易 · 02-13
起帆电缆:公司将始终致力于做好公司经营业绩,不断提升经营管理水平
起帆电缆董事陈永达增持1000股,增持金额1.51万元
每日经济新闻 · 01-20
起帆电缆董事陈永达增持1000股,增持金额1.51万元
起帆电缆业绩预减逾60% 被奉为风电最佳成长性赛道的海缆标的当下质地如何?
新浪证券 · 01-17
起帆电缆业绩预减逾60% 被奉为风电最佳成长性赛道的海缆标的当下质地如何?
起帆电缆(605222)1月17日主力资金净卖出129.57万元
证券之星 · 01-17
起帆电缆(605222)1月17日主力资金净卖出129.57万元
辽宁下发82.7MW分散式风电项目清单:业主涉及华能、粤电等
风芒能源 · 01-16
辽宁下发82.7MW分散式风电项目清单:业主涉及华能、粤电等
起帆电缆上涨5% 3券商建议买入
智选洞察 · 01-15
起帆电缆上涨5% 3券商建议买入
起帆电缆:市场需求缩量叠加行业竞争加剧 2024年净利同比预降逾六成
中国财富通 · 01-13
起帆电缆:市场需求缩量叠加行业竞争加剧 2024年净利同比预降逾六成
起帆电缆:受市场需求缩量及行业竞争加剧等因素影响,2024年净利同比预降62.17%-68.09%
读创客户端 · 01-13
起帆电缆:受市场需求缩量及行业竞争加剧等因素影响,2024年净利同比预降62.17%-68.09%
起帆电缆最新公告:2024年净利润同比下降62.17%-68.09%
证券之星 · 01-13
起帆电缆最新公告:2024年净利润同比下降62.17%-68.09%
起帆电缆:预计2024年全年归属净利润盈利1.35亿元至1.6亿元
证券之星 · 01-13
起帆电缆:预计2024年全年归属净利润盈利1.35亿元至1.6亿元
起帆电缆:预计2024年度净利润为1.35亿元~1.6亿元,同比下降62.17%~68.09%
每日经济新闻 · 01-13
起帆电缆:预计2024年度净利润为1.35亿元~1.6亿元,同比下降62.17%~68.09%
起帆电缆:2024年净利润同比下降62.17%-68.09%
美港电讯 · 01-13
起帆电缆:2024年净利润同比下降62.17%-68.09%
起帆电缆(605222.SH)发预减,预计2024年度净利润1.35亿元到1.60亿元,同比下降62.17%到68.09%
智通财经 · 01-13
起帆电缆(605222.SH)发预减,预计2024年度净利润1.35亿元到1.60亿元,同比下降62.17%到68.09%
公用事业及环保产业行业研究:海外视角看:入市核电复兴由何驱动?
国金证券 · 01-12
公用事业及环保产业行业研究:海外视角看:入市核电复兴由何驱动?
起帆电缆01月10日主力资金流出13万元 连续3日减仓
市场透视 · 01-10
起帆电缆01月10日主力资金流出13万元 连续3日减仓
英国风能去年成供电主力 化石燃料过去十年发电量下降55%
澎湃新闻 · 01-08
英国风能去年成供电主力 化石燃料过去十年发电量下降55%
机械设备:湖南对核电小堆产业发展进行专题研究 超导磁体动态测试设施在合肥建成
华福证券有限责... · 01-05
机械设备:湖南对核电小堆产业发展进行专题研究 超导磁体动态测试设施在合肥建成
公司概况
公司名称:
上海起帆电缆股份有限公司
所属行业:
电气机械和器材制造业
上市日期:
2020-07-31
主营业务:
上海起帆电缆股份有限公司是一家从事电线电缆研发、生产、销售和服务的专业制造商。公司的主要产品为电力电缆、电气装备用电线电缆。公司荣获“2024中国电力电缆供应商综合实力50强”、“2024中国电线电缆十大领军品牌”、“2024中国高压(超高压)电缆十大品牌”、“2024中国海底电缆首选品牌”、“2024中国核电电缆首选品牌”等,成为“金山区智能制造行业产教融合共同体”单位。
发行价格:
18.43
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20:41","pubTimestamp":1739450460,"startTime":"0","endTime":"0","summary":"证券日报网讯起帆电缆2月13日在互动平台回答投资者提问时表示,根据山西政务服务平台显示,字节跳动公司旗下的火山云太行算力中心二期项目的建设用地规划许可证于2025年1月13日获批,公司将积极关注该项目在电线电缆方面的需求情况。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"other","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":"https://finance.sina.com.cn/stock/relnews/cn/2025-02-13/doc-inekizxy8163995.shtml","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":"sina","symbols":["BK0224","605222"],"gpt_icon":0},{"id":"2511548482","title":"起帆电缆:公司将努力做好公司经营业绩,不断提升经营管理水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2511548482","media":"证星董秘互动","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2511548482?lang=zh_cn&edition=full","pubTime":"2025-02-13 19:00","pubTimestamp":1739444450,"startTime":"0","endTime":"0","summary":"公司将努力做好公司经营业绩,不断提升经营管理水平,不断增强公司核心竞争力,提高对公司股东的回报能力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502131904499883f72d&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=nesSN202502131904499883f72d&s=b","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":"tencent","symbols":["605222","BK0224"],"gpt_icon":0},{"id":"2511551768","title":"起帆电缆:字节跳动公司旗下的火山云太行算力中心二期项目的建设用地规划许可证于2025年1月13日获批","url":"https://stock-news.laohu8.com/highlight/detail?id=2511551768","media":"互动易","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2511551768?lang=zh_cn&edition=full","pubTime":"2025-02-13 18:18","pubTimestamp":1739441881,"startTime":"0","endTime":"0","summary":"有投资者向起帆电缆提问, 贵公司是否中标了字节跳动的算力中心-火山云二期部分产品?公司回答表示,尊敬的投资者,感谢您对公司的关注。根据山西政务服务平台显示,字节跳动公司旗下的火山云太行算力中心二期项目的建设用地规划许可证于2025年1月13日获批,公司将积极关注该项目在电线电缆方面的需求情况。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250213182700a2447142&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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18:03","pubTimestamp":1739440981,"startTime":"0","endTime":"0","summary":"公司回答表示,您好,感谢您对公司的关注。公司股票价格受到宏观经济、行业政策、市场流动性、投资者偏好等多种因素影响。目前线缆行业竞争激烈,面对激烈的市场竞争公司将始终致力于做好公司经营业绩,不断提升经营管理水平,不断增强公司核心竞争力,努力提高对公司股东的回报能力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250213180707a2446c2c&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=nesSN20250213180707a2446c2c&s=b","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":"tencent","symbols":["BK0224","605222"],"gpt_icon":0},{"id":"2504289752","title":"起帆电缆董事陈永达增持1000股,增持金额1.51万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2504289752","media":"每日经济新闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2504289752?lang=zh_cn&edition=full","pubTime":"2025-01-20 22:43","pubTimestamp":1737384180,"startTime":"0","endTime":"0","summary":"每经AI快讯,据上交所官网,2025年1月17日,起帆电缆(SH 605222,收盘价:15.09元)董事陈永达通过二级市场买卖,增持公司1000股,成交均价15.11元/股,增持1.51万元。(文章来源:每日经济新闻)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250120225012986ce576&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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此外,2024年上半年,起帆电缆已取得320kV、535kV直流海缆的型式试验报告,完成35kV、66kV的动态缆和400kV直流海缆等产品的送检工作。","market":"other","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":"https://finance.sina.com.cn/stock/observe/2025-01-17/doc-inefhmfa3340890.shtml","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":"sina","symbols":["605222","BK0224"],"gpt_icon":0},{"id":"2504189919","title":"起帆电缆(605222)1月17日主力资金净卖出129.57万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2504189919","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2504189919?lang=zh_cn&edition=full","pubTime":"2025-01-17 15:20","pubTimestamp":1737098420,"startTime":"0","endTime":"0","summary":"证券之星消息,截至2025年1月17日收盘,起帆电缆报收于14.93元,下跌1.58%,换手率0.82%,成交量3.37万手,成交额5081.83万元。1月17日的资金流向数据方面,主力资金净流出129.57万元,占总成交额2.55%,游资资金净流入233.93万元,占总成交额4.6%,散户资金净流出104.36万元,占总成交额2.05%。起帆电缆主营业务:从事电线电缆研发、生产、销售和服务。","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":"https://stock.stockstar.com/RB2025011700019431.shtml","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":"stockstar","symbols":["605222","BK0224"],"gpt_icon":0},{"id":"2503993011","title":"辽宁下发82.7MW分散式风电项目清单:业主涉及华能、粤电等","url":"https://stock-news.laohu8.com/highlight/detail?id=2503993011","media":"风芒能源","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2503993011?lang=zh_cn&edition=full","pubTime":"2025-01-16 20:02","pubTimestamp":1737028978,"startTime":"0","endTime":"0","summary":"风芒能源获悉,1月15日,辽宁省发改委发布《关于全省2025年度第一批拟列入分散式风电项目建设计划项目清单的公示》。根据公示,清单中共包含8个分散式风电项目,规模共计82.7MW。详情见下:End风芒能源责编|冯晓萌","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250116201103a2243dcb&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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09:37","pubTimestamp":1736905047,"startTime":"0","endTime":"0","summary":"01月15日,起帆电缆股价大幅上涨,截至09点37分,起帆电缆上涨5.08%,报15.92元/股,成交2174万元,换手率0.35%,振幅7.19%。此外,数据统计显示,近半年内3家券商给予买入建议。资金动向截止发稿,起帆电缆获得主力净流入258万元,其中超大单流入231万元,大单流入26万元。最新财报显示,今年三季报,起帆电缆实现营业收入163.66亿元,同比减少3.22%,净利润为2.10亿元,同比减少48.11%,基本每股收益为0.50元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202501150937329866806d&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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起帆电缆(605222)发布业绩预告,经公司财务部门初步测算,预计2024年度实现归属于上市公司股东的净利润为1.35亿元到1.60亿元,较上年同期减少2.63亿元到2.88亿元,同比下降62.17%到68.09%。报告期内,受市场需求缩量及行业竞争加剧等因素影响,公司业务规模、订单数量、产品毛利均出现一定程度下滑,同时订单回款周期增加对资金成本产生一定影响,进一步挤压公司的利润空间,造成公司业绩较去年同期有所下滑。","market":"us","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":"https://irb.cfbond.com/api/v1/detail.html?newsid=wGkHyyOyUCA%3D","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":["605222","BK0224"],"gpt_icon":0},{"id":"2503300307","title":"起帆电缆:受市场需求缩量及行业竞争加剧等因素影响,2024年净利同比预降62.17%-68.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2503300307","media":"读创客户端","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2503300307?lang=zh_cn&edition=full","pubTime":"2025-01-13 16:42","pubTimestamp":1736757729,"startTime":"0","endTime":"0","summary":"报告期内,受市场需求缩量及行业竞争加剧等因素影响,公司业务规模、订单数量、产品毛利均出现一定程度下滑,同时订单回款周期增加对资金成本产生一定影响,进一步挤压公司的利润空间,造成公司业绩较去年同期有所下滑。起帆电缆2024年三季报显示。截至报告期末,公司营业总收入163.66亿元,同比下降3.22%,归母净利润2.1亿元,同比下降48.11%。本报告期起帆电缆应收账款上升,应收账款同比增幅达45.73%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250113165522986481c7&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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16:19","pubTimestamp":1736756346,"startTime":"0","endTime":"0","summary":"起帆电缆公告,预计2024年度实现归属于上市公司股东的净利润为1.35亿元到1.60亿元,较去年同期减少2.63亿元到2.88亿元,同比下降62.17%到68.09%。归属于上市公司股东的扣除非经常性损益的净利润为1.25亿元到1.50亿元,较去年同期减少1.71亿元到1.96亿元,同比下降53.27%到61.06%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025011300022335.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["605222"],"gpt_icon":0},{"id":"2503322910","title":"起帆电缆:预计2024年全年归属净利润盈利1.35亿元至1.6亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2503322910","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2503322910?lang=zh_cn&edition=full","pubTime":"2025-01-13 16:18","pubTimestamp":1736756313,"startTime":"0","endTime":"0","summary":"证券之星消息,起帆电缆发布业绩预告,预计2024年全年归属净利润盈利1.35亿元至1.6亿元。起帆电缆2024年三季报显示,公司主营收入163.66亿元,同比下降3.22%;归母净利润2.1亿元,同比下降48.11%;扣非净利润2.0亿元,同比下降39.19%;其中2024年第三季度,公司单季度主营收入60.77亿元,同比下降2.65%;单季度归母净利润2313.44万元,同比下降85.33%;单季度扣非净利润2224.42万元,同比下降85.35%;负债率66.95%,投资收益-3043.41万元,财务费用1.47亿元,毛利率5.6%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025011300022356.shtml","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":"stockstar","symbols":["605222"],"gpt_icon":0},{"id":"2503032201","title":"起帆电缆:预计2024年度净利润为1.35亿元~1.6亿元,同比下降62.17%~68.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2503032201","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2503032201?lang=zh_cn&edition=full","pubTime":"2025-01-13 15:48","pubTimestamp":1736754514,"startTime":"0","endTime":"0","summary":"每经AI快讯,起帆电缆 1月13日晚间发布业绩预告,预计2024年度实现归属于上市公司股东的净利润为1.35亿元~1.6亿元,较去年同期减少2.63亿元到2.88亿元,同比下降62.17%~68.09%。2023年1至12月份,起帆电缆的营业收入构成为:制造业占比97.55%。截至发稿,起帆电缆市值为61亿元。起帆电缆去年同期净利润为4.23亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011315495798646e05&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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15:40","pubTimestamp":1736754020,"startTime":"0","endTime":"0","summary":"智通财经APP讯,起帆电缆(605222.SH)发布公告,公司预计2024年度实现归属于上市公司股东的净利润为1.35亿元到1.60亿元,较去年同期减少2.63亿元到2.88亿元,同比下降62.17%到68.09%。报告期内,受市场需求缩量及行业竞争加剧等因素影响,公司业务规模、订单数量、产品毛利均出现一定程度下滑,同时订单回款周期增加对资金成本产生一定影响,进一步挤压公司的利润空间,造成公司业绩较去年同期有所下滑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1236688.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["605222"],"gpt_icon":0},{"id":"2502354111","title":"公用事业及环保产业行业研究:海外视角看:入市核电复兴由何驱动?","url":"https://stock-news.laohu8.com/highlight/detail?id=2502354111","media":"国金证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2502354111?lang=zh_cn&edition=full","pubTime":"2025-01-12 16:06","pubTimestamp":1736669184,"startTime":"0","endTime":"0","summary":"投资建议核电于 AI 算力-电力系统中的地位预期提升,美国市场化核电兴衰历程提供前车之鉴、国内核电入市机制一定程度上体现了电价稳定预期。行业观点1. 本轮美国核电复兴由何驱动?高密度清洁能源转型、大国核技术博弈、 AI 算力基建带动电力基建,三重因素共同作用下,形成核电复兴预期。风险提示电力供需趋于宽松风险; 核燃料成本上升风险;核电核准持续性不及预期风险;核电新技术突破不及预期风险等。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202501121606379863621e&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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