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山高新能源(1250.HK):锚定交能融合万亿市场,打造绿色交通能源标杆
Ge Long Hui· 2025-11-04 01:09
在全球积极应对气候变化、全力推进 "双碳" 目标的宏大时代背景下,绿色可持续发展已成为全球共 识。 近期,这一领域的国际认可再添中国实践案例——10月14日,山高新能源斩获"2025绿色设计国际大 奖・绿色设计工程奖"与"绿色设计工程师"认证双项荣誉,其绿色实践能力获全球权威认可。 获奖项目创新实施的"光伏+港口物流"融合方案,恰恰契合了交通与能源两大基础性行业的转型融合的 发展趋势。交通运输领域,作为碳排放的重点大户,其能源消耗结构的优化和绿色低碳转型,已成为实 现"双碳"目标的关键一环。与此同时,能源行业也在不断探索新的应用场景与发展模式,以提升能源利 用效率,促进可再生能源的广泛消纳。 山高新能源,作为山东高速集团旗下专注于新能源领域的先锋力量,敏锐洞察到了交能融合所蕴含的巨 大潜力与战略机遇,致力于为交通与能源的深度融合提供创新性的解决方案,为实现"双碳"目标贡献"山 高力量"。 一、乘政策东风,卡位交能融合万亿蓝海 2025年10月,山东高速集团印发《"十五五"交能融合发展规划》(以下简称《规划》),提出"光储充 换用"一体化新型路域能源体系,推动交能融合产业做大做强。《规划》提出到2030年,山东 ...
山高新能源(01250) - 截至2025年10月31日止之股份发行人的证券变动月报表
2025-11-03 08:43
截至月份: 2025年10月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 山高新能源集團有限公司(於開曼群島註冊成立之有限公司) 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01250 | 說明 | 不適用 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 9,332,742,302 | HKD | | 0.05 HKD | | 466,637,115.1 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 9,332,742,302 | HKD | | 0.05 HKD | | 466,637,115.1 | ...
山高新能源(01250) - 於二零二五年十月十六日举行之股东特别大会之投票表决结果
2025-10-16 10:30
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的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 於二零二五年十月十六日舉行之 股東特別大會之投票表決結果 (於開曼群島註冊成立之有限公司) (股份代號:01250) 茲提述山高新能源集團有限公司(「本公司」)日期均為二零二五年九月二十五日之 股東特別大會(「股東特別大會」)通函(「該通函」)及通告(「該通告」)。除另有界定者 外,本公告所用之詞彙與該通函所界定者具有相同涵義。 股東特別大會之投票表決結果 董事會欣然宣佈,於二零二五年十月十六日(星期四)下午三時正假座香港中環皇后 大道中99號中環中心38樓會議室舉行之股東特別大會上,該通告所載之決議案已獲 股東以投票表決方式正式通過為普通決議案。 1 全體董事已親身或以電子設備方式出席股東特別大會。 承董事會命 | | | 普通決議案 | 票數所代表股份數目 (佔總票數百分比) | | | --- | --- | --- | --- | --- | | | | | 贊成 反對 | | | 1. | 動 ...
政策与需求共振,山高新能源卡位“绿电+算力”黄金赛道
Ge Long Hui· 2025-10-15 03:16
Core Viewpoint - The renewable energy industry in China is experiencing unprecedented growth opportunities, driven by policy support and increasing demand, particularly in the context of the "dual carbon" goals set five years ago [1] Group 1: Industry Trends - By the first half of 2025, China's renewable energy generation is expected to reach 1.80 trillion kWh, a year-on-year increase of approximately 15.6%, accounting for about 39.7% of total electricity generation [1] - New installations of wind and solar power are projected to exceed 500 GW in 2025, with cumulative installed capacity expected to surpass 3000 GW by 2030 [1] - The trend indicates a shift towards integrated energy solutions, as single-source generation profitability declines, while multi-energy complementary models show greater value creation potential [3] Group 2: Company Performance - Company reported a revenue of 2.4 billion RMB and a net profit of 400 million RMB for the first half of the year, reflecting a year-on-year growth of 6.5% [1] - The company’s grid-connected capacity reached 4799 MW, a 4.4% increase year-on-year, with distributed solar power showing a notable growth of 18.6% [2] - The company has successfully integrated wind, solar, and storage solutions, exemplified by a 200 MW project in Yunnan that combines photovoltaic generation with traditional agriculture [2] Group 3: Strategic Innovations - The company is pioneering an "electricity-computing integration" strategy, creating a closed-loop ecosystem of "green electricity + computing power" [4] - A representative project in Inner Mongolia utilizes local wind and solar resources to provide clean energy directly to data centers, addressing both energy production and consumption challenges [4] - The integration of renewable energy with digital infrastructure is seen as a critical direction for future growth, with significant increases in data center energy demands projected [5] Group 4: Financial Health - As of June 30, 2025, the company held approximately 4.1 billion RMB in cash and cash equivalents, with a current ratio of 1.94, indicating strong liquidity [5] - Financial expenses decreased by about 16% year-on-year, with a debt ratio of approximately 60% and basic earnings per share increasing by 4.0% to 0.1277 RMB [5] Group 5: Conclusion - The company is demonstrating strong growth potential through clear strategic positioning and robust industry collaboration, particularly in the integrated wind-solar-storage sector and innovative electricity-computing models [6] - The company's solid financial performance and operational excellence provide a strong foundation for future growth in the convergence of green energy and digital economy [6]
山高新能源(01250) - 截至2025年9月30日止之股份发行人的证券变动月报表
2025-10-02 08:33
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 山高新能源集團有限公司(於開曼群島註冊成立之有限公司) 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01250 | 說明 | 不適用 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 9,332,742,302 | HKD | | 0.05 HKD | | 466,637,115.1 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 9,332,742,302 | HKD | | 0.05 HKD | | 466,637,115.1 | ...
港股异动丨多重利好加身 山高新能源涨超7%
Ge Long Hui· 2025-09-29 08:04
Company Highlights - Sunhigh New Energy (1250.HK) saw its stock rise by 7.57% to HKD 1.99 in afternoon trading [1] - The company announced that by August 2025, the operational power generation capacity of its projects will reach approximately 526,707 MWh [1] - For the eight months ending August 31, 2025, the cumulative operational power generation of the company and its joint ventures will be about 4,815,272 MWh, representing a year-on-year increase of approximately 6.3% compared to 2024 [1] - The wholly-owned subsidiary, Heze Sunhigh Energy, signed an EPC contract in mid-September with China Energy Engineering Group and Zhengchen Technology for a 175 MW distributed wind power project in Shandong Province, with a total contract value of approximately RMB 1.011 billion [1] - This investment is expected to enhance the company's strategic layout and business scope in the Shandong market, contributing to the diversification of its renewable energy business and expanding its revenue base [1] Industry Insights - Wang Hongzhi, Director of the National Energy Administration, emphasized the need for greater efforts to promote high-quality development of renewable energy in a recent article [1] - The article highlighted the importance of addressing the supply-demand imbalance in the upstream and downstream stages of the industry chain, as well as the need to rectify "involution" competition within the photovoltaic industry [1] - The focus is on upgrading the quality of the photovoltaic industry and promoting orderly competition and healthy development in renewable energy generation and related industries [1]
山高新能源前8个月累计总营运发电量约481.53万兆瓦时 同比增长约6.3%
Zhi Tong Cai Jing· 2025-09-25 04:17
Core Viewpoint - The announcement from the company indicates a projected decrease in operational power generation for 2025 compared to 2024, while cumulative operational power generation for the first eight months of 2025 shows an increase compared to the same period in 2024 [1] Group 1 - The operational power generation for the group and its joint ventures is expected to be approximately 526,700 MWh in August 2025, representing a decrease of 2.4% compared to the same period in 2024 [1] - Cumulative total operational power generation for the group and its joint ventures for the eight months ending August 31, 2025, is projected to be around 4,815,300 MWh, reflecting an increase of approximately 6.3% compared to the same period in 2024 [1]
山高新能源(01250)前8个月累计总营运发电量约481.53万兆瓦时 同比增长约6.3%
智通财经网· 2025-09-25 04:10
Core Insights - The company, Shandong High New Energy (01250), announced that the operational power generation of its projects held and/or managed by the group, its joint ventures, and associates is expected to be approximately 526,700 MWh by August 2025, representing a decrease of 2.4% compared to the same period in 2024 [1] - As of August 31, 2025, the cumulative operational power generation of the group, its joint ventures, and associates is projected to be around 4,815,300 MWh, which indicates a growth of approximately 6.3% compared to the same period in 2024 [1]
山高新能源(01250.HK)1-8月营运发电量约481.53万兆瓦时 同比增长约6.3%
Ge Long Hui· 2025-09-25 04:07
Core Viewpoint - The company, Shandong Energy (01250.HK), reported an operational power generation of approximately 526,707 MWh for projects held and/or managed by the group, its joint ventures, and associates as of August 2025, indicating a growth of about 6.3% compared to the same period in 2024 [1] Group Summary - As of August 31, 2025, the cumulative operational power generation for the group, its joint ventures, and associates reached approximately 4,815,272 MWh [1] - The reported growth of 6.3% in operational power generation reflects the company's ongoing expansion and operational efficiency improvements [1]
山高新能源(01250) - 二零二五年八月发电量之概要
2025-09-25 04:01
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的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 (於開曼群島註冊成立之有限公司) (股份代號:01250) 其中,本集團的集中式光伏發電站及風力發電站之發電量詳情如下: | | 二零二五年 | 二零二四年 | | 本期間 | 二零二四年 | | | --- | --- | --- | --- | --- | --- | --- | | | 八月概約 | 八月概約 | 同比 | 累計概約 | 同期累計概約 | 同比 | | 位置 | 發電量 | 發電量 | 變化率 | 總發電量 | 總發電量 | 變化率 | | | (兆瓦時) | (兆瓦時) | (%) | (兆瓦時) | (兆瓦時) | (%) | | 集中式光伏發電站 | | | | | | | | 附屬公司: | | | | | | | | 河北省 | 68,761 | 78,198 | (12.1) | 558,524 | 610,125 | (8.5) | | 河南省 | 29,034 | ...