近日，龙源电力所属工程技术公司凭借"国产化系统驱动的风电机组智能运维关键技术与应用"成果，荣获2025年度"中国能源研究会科技进步 奖"一等奖。该成果标志着我国在风电机组全链条智能运维领域实现重大技术突破，为集团推进控制系统全面国产化替代奠定了坚实的技术基础 与品牌信誉。 建立了涵盖功能算法、通讯协议等在内标准化技术体系，提升系统互操作能力，推动透明化与规范化。 目前，该项目成果已在全国20余省份、超400余座新能源场站成功应用，实现37GW新能源资产的全场景覆盖，展现出广泛的适用性与显著的实践 效益。该奖项彰显了龙源电力在风电智能运维与自主创新方面的领先实力，为行业提供了可复制、可推广的技术范式，对提升我国新能源项目整 体运维水平具有重要示范意义。 近日，龙源电力所属工程技术公司凭借"国产化系统驱动的风电机组智能运维关键技术与应用"成果，荣获2025年度"中国能源研究会科技进步 奖"一等奖。该成果标志着我国在风电机组全链条智能运维领域实现重大技术突破，为集团推进控制系统全面国产化替代奠定了坚实的技术基础 与品牌信誉。 自主可控 该项目成功研发自主可控风电机组主控系统，突破高频采集与传输长期依赖国外系统的技术 ...

龙源电力集团股份有限公司（以下简称"公司"或"本公司"）2025年度中期权益分派方案已经于2025年10 月29日召开的2025年第1次临时股东会（以下简称"股东会"）审议通过，现将2025年度中期权益分派方 案事宜公告如下： 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导性陈述或者重大遗 漏。 一、股东会审议通过权益分派方案情况 1. 2025年10月29日，公司股东会审议通过了《关于公司2025年度中期利润分配方案的议案》：公司以总 股本8,359,816,164股（其中A股股份5,041,934,164股，H股股份3,317,882,000股）为基数，以现金形式派 发2025年度中期股息予股权登记日名列公司股东名册的股东。2025年度中期现金股息以人民币计值及宣 派，每10股股息为人民币1.00元（税前），预计共派发现金红利人民币835,981,616.40元（税前）。其 中，A股股本5,041,934,164股，派发A股现金红利人民币504,193,416.40元（税前）。本次权益分配不送 红股，不以资本公积金转增股本。 2. 自分配方案披露至实施期间，公司股本总额未发生变 ...

3、公司在新疆的在运风电装机容量为159.08万千瓦。 4、公司主要从事风电场的设计、开发、建设、管理和运营。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 12月22日，龙源电力涨0.40%，成交额4999.97万元，换手率0.07%，总市值1272.36亿元。 异动分析 绿色电力+抽水蓄能+新疆振兴+风电 1、龙源电力集团股份有限公司的主营业务是风力、光伏发电。公司的主要产品是电力、热力。 风力、 光伏发电。 2、龙源电力与黑龙江省铁力市人民政府签订353万千瓦新能源发电项目合作开发框架协议。根据合作协 议，由龙源电力与新农创投资发展有限公司联合成立龙源盛达合资公司，并与铁力市政府展开合作，共 同开发300万千瓦抽水蓄能项目。 资金分析 分红方面，龙源电力A股上市后累计派现68.14亿元。近三年，累计派现55.82亿元。 技术面：筹码平均交易成本为16.67元 该股筹码平均交易成本为16.67元，近期筹码减仓，但减仓程度减缓；目前股价靠近压力位15.25，谨防 压力位处回调，若突破压力位则可能会开启一波上涨行情。 公司简介 资料显示，龙源电力 ...

Investment Rating - The report does not explicitly state an overall investment rating for the industry, but it provides specific recommendations for various sectors within the energy industry, indicating a positive outlook for certain companies and sectors [2][3]. Core Insights - The report highlights a slowdown in electricity generation growth in November 2025, with total generation at 779.2 billion kWh, a year-on-year increase of 2.7%. The growth was primarily driven by hydropower and wind power, while thermal power saw a decline [5][6]. - Natural gas prices in the U.S. and Europe have shown slight fluctuations, with U.S. Henry Hub spot prices at $3.58/mmBtu, reflecting a 12.1% weekly decline. Northeast Asia's LNG prices have also decreased, reaching $9.50/mmBtu, marking a 5% drop [18][19]. - The report emphasizes the increasing contribution of renewable energy sources, particularly wind and solar, to the overall electricity generation mix, with significant year-on-year growth rates [6][12]. Summary by Sections 1. Electricity Generation - November 2025 saw total electricity generation of 779.2 billion kWh, up 2.7% year-on-year. Thermal power generation decreased by 4.2% to 497.0 billion kWh, while hydropower increased by 17.1% to 96.7 billion kWh. Wind power grew by 22.0% to 104.6 billion kWh, and solar power rose by 23.4% to 41.2 billion kWh [5][7]. - From January to November 2025, total electricity generation reached 88,567 billion kWh, a 2.4% increase year-on-year, with significant contributions from hydropower, nuclear, wind, and solar energy [12][13]. 2. Natural Gas Market - As of December 19, 2025, U.S. Henry Hub spot prices were $3.58/mmBtu, down 12.1% from the previous week. European gas prices showed slight increases, with the Dutch TTF price at €28.10/MWh, up 2.0% [18][19]. - The report notes that the supply of natural gas remains high, with U.S. production at historical levels, contributing to the downward pressure on prices [18][19]. 3. Investment Recommendations - For thermal power, companies like Guodian Power and Inner Mongolia Huadian are recommended due to their integrated coal and power operations. For hydropower, companies such as Yangtze Power and State Power Investment Corporation are highlighted for their potential in the upcoming winter and spring [16][38]. - In the nuclear sector, China National Nuclear Power and China General Nuclear Power are suggested as key players due to their stable cost structures and growth potential [16][38]. - Renewable energy operators like Xinneng Green Energy and Longyuan Power are recommended as the market for green certificates and environmental values continues to grow [16][38].

Investment Rating - The report maintains a positive outlook on the power and environmental sectors, indicating a favorable investment environment [1]. Core Insights - The report highlights a slowdown in electricity generation growth in November, with a total generation of 779.2 billion kWh, a year-on-year increase of 2.7%. The contribution from hydropower and wind power is significant, while thermal power shows a decline [7][9]. - Natural gas prices in the US and Europe have shown slight fluctuations, with Northeast Asia's LNG prices continuing to decline, reaching $9.50/mmBtu, the lowest since May 2024 [21][34]. - The report suggests various investment opportunities across different sectors, including thermal power, hydropower, nuclear power, green energy, and gas companies, emphasizing the importance of diversified revenue streams [19][41]. Summary by Sections 1. Electricity: November Generation Growth Slows, Hydropower and Wind Power Contribute Incrementally - November electricity generation totaled 779.2 billion kWh, with thermal power decreasing by 4.2% year-on-year, while hydropower increased by 17.1%, nuclear power by 4.7%, wind power by 22.0%, and solar power by 23.4% [7][9]. - The overall growth rate of electricity generation has slowed compared to the previous month, with hydropower and wind power contributing significantly to the incremental generation [8][9]. 2. Natural Gas: Global Gas Prices Show Minor Fluctuations, Asian and US Prices Continue to Decline - As of December 19, the Henry Hub spot price in the US was $3.58/mmBtu, down 12.10% week-on-week, while the TTF spot price in Europe was €28.10/MWh, up 2.00% [21][22]. - The report notes that the LNG ex-factory price in China was 4030 yuan/ton, a decrease of 3.70% week-on-week, indicating a trend of declining costs in the natural gas sector [39]. 3. Weekly Market Review - The public utility and electricity sectors underperformed compared to the CSI 300 index, while the gas and environmental sectors outperformed [44]. 4. Company and Industry Dynamics - The report discusses various company announcements and industry developments, including stable coal production and increased oil production rates, as well as significant investments in energy projects [46][48].

Group 1 - The company Longyuan Power announced a cash dividend distribution for the year 2025, with a total share capital of 8,359,816,164 shares [1] - The company will distribute a cash dividend of 1.00 RMB (pre-tax) for every 10 shares held, amounting to a total cash dividend of approximately 835,981,616.40 RMB (pre-tax) [1] - The A-share registration date for shareholders is set for December 26, 2025, and the ex-dividend date is December 29, 2025 [1]

茲 載 列 在 深 圳 證 券 交 易 所 網 站（http://www.szse.cn）刊 登 的 龍 源電力集團股 份有限公司2025年度中期權益分派實施公告，僅 供 參 考。 特 此 公 告。 承董事會命 龍源電力集團股份有限公司 China Longyuan Power Group Corporation Limited* 宮宇飛 董事長 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致之 任 何 損 失 承 擔 任 何 責 任。 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 中 國 北 京，2025年12月19日 於 本 公 告 日 期，本 公 司 的 執 行 董 事 為 宮 宇 飛 先 生 和 王 利 強 先 生；非 執 行 董 事 為 王 雪 蓮 女 士、張 彤 先 生、王 永 先 生 和 劉 勁 濤 先 生；及 獨 立 非 執 行 董 事 為 魏 明 德 先 生、高 德 步 ...

证券代码：001289 证券简称：龙源电力 公告编号：2025-082 龙源电力集团股份有限公司 2025 年度中期权益分派实施公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 龙源电力集团股份有限公司（以下简称"公司"或"本公司"）2025年度中 期权益分派方案已经于2025年10月29日召开的2025年第1次临时股东会（以下简 称"股东会"）审议通过，现将2025年度中期权益分派方案事宜公告如下： 及持有首发前限售股的个人和证券投资基金每10股派人民币0.9元；持有首发后限 售股及无限售流通股的个人股息红利税实行差别化税率征收，本公司暂不扣缴个 人所得税，待个人转让股票时，根据其持股期限计算应纳税额 【注】 ；持有首发后 限售股及无限售流通股的证券投资基金所涉红利税，对香港投资者持有基金份额 部分按10%征收，对内地投资者持有基金份额部分实行差别化税率征收。 注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股1 个月（含1个月）以内，每10股补缴税款人民币0.2元；持股1个月以上至1年（含1 年）的，每10股补缴税款人民币0.1元；持股超 ...

Core Viewpoint - Longyuan Power Group Co., Ltd. has successfully issued a short-term financing bond to raise funds for operational liquidity and debt repayment [1] Group 1: Stock Performance - As of December 19, 2025, Longyuan Power's stock closed at 6.7 yuan, up 0.9% from the previous trading day [1] - The stock opened at 6.64 yuan, with an intraday high of 6.7 yuan and a low of 6.64 yuan, achieving a trading volume of 1.29 billion yuan [1] - Over the past 52 weeks, the stock reached a high of 8.53 yuan and a low of 5.22 yuan [1] Group 2: Financing Details - The company completed the issuance of short-term financing bonds totaling 2.6 billion yuan on December 17, 2025, with a maturity of 29 days and a coupon rate of 1.65% [1] - Interest on the bonds will start accruing from December 18, 2025 [1] - The bonds were publicly offered with China Minsheng Banking Corp., Ltd. acting as the lead underwriter [1] - The raised funds will be used to supplement daily working capital and repay interest-bearing debts of the issuer and its subsidiaries [1]

Group 1 - The core viewpoint of the news is that Longyuan Power's stock performance and financing activities indicate a mixed outlook, with significant financing buy-ins but declining revenue and profit figures [1][2][3] Group 2 - On December 18, Longyuan Power's stock rose by 0.20%, with a trading volume of 46.93 million yuan. The financing buy-in for the day was 4.585 million yuan, while the financing repayment was 1.9185 million yuan, resulting in a net financing buy-in of 2.6664 million yuan. The total financing and securities balance reached 101 million yuan [1] - The financing balance of Longyuan Power on December 18 accounted for 0.13% of its market capitalization, exceeding the 80th percentile of the past year, indicating a high level of financing activity [1] - In terms of securities lending, there were no shares repaid or sold on December 18, with a remaining short position of 2,900 shares and a securities lending balance of 43,900 yuan, which is below the 10th percentile of the past year, indicating low activity [1] - Longyuan Power, established on January 27, 1993, and listed on January 24, 2022, primarily engages in power system and electrical equipment technology transformation, new energy technology development, and project investment management. Its main business revenue composition is 99.22% from power products and 0.78% from other sources [2] - For the period from January to September 2025, Longyuan Power reported operating revenue of 22.221 billion yuan, a year-on-year decrease of 15.67%, and a net profit attributable to shareholders of 4.393 billion yuan, down 19.76% year-on-year [2] - Since its A-share listing, Longyuan Power has distributed a total of 5.978 billion yuan in dividends, with 4.746 billion yuan distributed in the last three years [3] - As of September 30, 2025, Longyuan Power had 34,200 shareholders, a decrease of 16.42% from the previous period, with an average of 0 circulating shares per shareholder [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 3.0539 million shares, a decrease of 819,900 shares from the previous period, while other ETFs have also seen reductions in their holdings [3]