12月18日上午，随着满载澳煤的"海洋皇后"轮完成最后一抓斗接卸，拥有华东地区最大的煤炭储备中转基地、位于舟山六横的浙能港口公司圆满完成1500 万吨年度进港量目标，创开港以来新高，标志着浙能集团港口运营效率与服务水平迈上新台阶。 "海洋皇后"轮停靠在浙能港口卸船码头#1泊位 浙能港口煤炭储备堆场和建成的分布式光伏 创纪录的成就，离不开重点项目攻坚、技术改造升级与多方协同保障。今年以来，浙能港口聚焦电煤接卸转运等关键环节，加大技术改造力度，有效提升 作业效率。加快港口智慧化进程，推进斗轮机无人值守改造，实现设备精准堆取、智能调度，搭配智慧堆场运维系统，快速精准定位故障部位，有效降低 人工成本。聚力高质量转型升级，改造后岸电系统适配各类船舶靠泊用电需求，大幅减少船舶尾气排放；光伏项目同步投用，实现绿色能源自给自足， 让"绿色美丽港口"建设具象化落地。 此外，浙能港口还联合周边口岸部门优化通关流程，采用"套泊热接"新模式，进一步减少船舶等待时间。通过长期合作拓宽资源渠道，科学调控库存水 平，浙能港口还为降低全省用能成本作出了积极贡献。 未来，浙能港口将坚守电煤保供核心职责，持续深化技术改造与绿色转型，强化能源安全 ...

Core Viewpoint - The Chinese government has announced the "National Energy Conservation and Carbon Reduction Technology Equipment Recommendation Directory (2025 Edition)" to promote energy-saving and carbon-reduction technologies across key industries, providing a clear reference for enterprises' green transformation [1] Group 1: Policy and Industry Response - The directory focuses on energy conservation and carbon reduction technologies in industrial sectors, covering ten key industries such as steel, petrochemicals, and building materials, as well as information technology scenarios like data centers and communication bases [1] - Companies are leveraging their core strengths and focusing on technological innovation to actively engage in energy-saving and carbon-reduction practices, with distinct transformation paths emerging across different industries due to variations in industrial foundations and technological endowments [1] Group 2: Company Practices in Energy Conservation - In the traditional energy sector, Zhejiang Zheneng Power Co., Ltd. has invested over 1 billion yuan in comprehensive upgrades to its power plant, achieving emissions standards comparable to natural gas power generation and creating a closed-loop system for resource recycling [2] - In the refining sector, Rongsheng Petrochemical Co., Ltd. has achieved breakthroughs in energy conservation and emissions reduction through resource cascading utilization and low-temperature waste heat recovery technologies [2] Group 3: Innovations in Environmental Technology - Zhejiang Feida Environmental Technology Co., Ltd. has developed a carbon capture, utilization, and storage (CCUS) technology that captures over 90% of CO₂, significantly reducing the carbon footprint of its products and aiming to capture costs lower than traditional methods [3] - Visionox Technology Co., Ltd. has focused on material innovation to eliminate the use of harmful chemicals in its production processes, successfully developing over 20 PFAS-free materials [3] Group 4: Future Trends in Corporate Competitiveness - Under the dual carbon goals, companies are shifting their core competitiveness from traditional scale and cost advantages to a combination of "green technology + sustainable operations," with technology reserves and industry chain integration becoming essential [4] - The manufacturing industry's green transformation is entering a new phase characterized by standardized technology, normalized collaboration, and visible value, with companies needing to focus on core technology breakthroughs and integrating green concepts into their strategic operations [4]

证券日报网讯 12月15日，浙能电力（600023）在互动平台回答投资者提问时表示，煤电联营有利于平 滑利润波动，公司在这方面也有比较好的实践，比如淮浙煤电。如果有好的投资标的，公司愿意参与。 ...

Investment Rating - The report maintains a "Buy" rating for the public utility sector [5] Core Views - The report emphasizes the importance of green electricity consumption and solid waste management in the context of the "dual carbon" goals set for 2026, suggesting a focus on the green electricity sector for potential valuation recovery [4][8] - The report highlights the ongoing decline in electricity prices and the need for adjustments in the installation rhythm of new green electricity projects based on regional supply and demand [4][3] - The report suggests that the electricity market reform is progressing, with a focus on expanding the electricity spot market and auxiliary services, while also noting the transformation of thermal power's functional positioning [4] Summary by Sections Market Review - The SW public utility sector experienced a slight decline of 0.09% this week, ranking 11th among 31 SW sectors, while the Shanghai Composite Index fell by 0.34% [23] - Among sub-sectors, thermal power increased by 0.22%, while hydropower decreased by 0.26% [23] - The top five performing stocks in the public utility sector this week were: Jiaze New Energy (+9.71%), Yinxing Energy (+8.58%), Zhongtai Co. (+7.79%), Xichang Power (+5.38%), and Chenzhou International (+4.14%) [29] Price Updates - The report notes a significant drop in thermal coal prices, with Qinhuangdao port's 5500 kcal thermal coal price decreasing by 39 CNY/ton this week [2][9] - The average settlement price for electricity in Guangdong was reported at 292.88 CNY/MWh, down from 354.64 CNY/MWh the previous week [10] Key Events - Various provinces have begun releasing results for the "136" document's incremental project bidding, with significant volumes of green electricity being auctioned at varying prices [3][7] - The Central Economic Work Conference reiterated the commitment to the "dual carbon" goals, emphasizing the need for a comprehensive green transition and the expansion of green electricity applications [8]

Group 1 - The company announced the resignation of three senior executives: Liu Weimin (General Manager), Wu Hao (Deputy General Manager), and Xie Weiyang (Chief Engineer) due to work adjustments and age reasons [1][4][6] - Liu Weimin will continue to serve as the Chairman and Party Secretary after resigning as General Manager, while Wu Hao will remain as the Deputy Secretary of the Party Committee [1][4][5] - The resignations will not affect the normal operations of the company, and the resignation reports will take effect upon delivery to the board of directors [6][4] Group 2 - The original term for the positions of the resigning executives was set to expire on December 11, 2025, with the next scheduled term ending on August 19, 2027 [5] - The reasons for resignation include work adjustments for Liu Weimin and Wu Hao, while Xie Weiyang's resignation is due to age [5][4] - There are no outstanding public commitments that remain unfulfilled by the resigning executives [5]

Group 1 - The core viewpoint of the article highlights the growth in China's electricity generation, with a reported production of 800.2 billion kilowatt-hours in October 2025, reflecting a year-on-year increase of 7.9% [1] - Cumulative electricity generation from January to October 2025 reached 8,062.55 billion kilowatt-hours, showing a cumulative growth of 2.3% [1] - The article references a market research report by Zhiyan Consulting, which assesses the investment prospects in the Chinese energy industry from 2026 to 2032 [1] Group 2 - The listed companies in the energy sector include Huaneng International (600011), Datang Power (601991), Guodian Power (600795), Huadian International (600027), Changjiang Power (600900), State Power Investment (600886), Chuanwei Energy (600674), Guiguan Power (600236), Inner Mongolia Huadian (600863), and Zhejiang Energy (600023) [1] - The data source for the statistics mentioned is the National Bureau of Statistics, with the information organized by Zhiyan Consulting [1]

博览会共吸引280家企业参展，其中包括中车、天目山实验室、振华重工、海康威视、华为、吉利、浙 能等77家链主和国际国内龙头企业，集中展示695项新技术、新产品、新装备，其中重磅展品57件。一 批涵盖公路、轨道、港航、物流、航空产业、低空经济、绿色低碳、数字交通等多个领域的综合交通产 业投资项目将在会上签约。 本报杭州12月11日讯 （记者 张帆 通讯员 郑婷婷 陈高风） 第七届浙江国际智慧交通产业博览会11日在 杭州开幕。 本届博览会设置"5大主题馆+2个特色展区+X项配套活动"，全方位展示浙江综合交通产业发展成果，培 育交通领域新质生产力。由省交通运输厅、省数据局指导，省海港集团打造的"四港智运"大模型正式发 布，面向物流垂直领域，覆盖运输全流程、全链路、全环节的大模型，将有效推动AI赋能物流降本增 效。 本报杭州12月11日讯 （记者 张帆 通讯员 郑婷婷 陈高风） 第七届浙江国际智慧交通产业博览会11日在 杭州开幕。 本届博览会设置"5大主题馆+2个特色展区+X项配套活动"，全方位展示浙江综合交通产业发展成果，培 育交通领域新质生产力。由省交通运输厅、省数据局指导，省海港集团打造的"四港智运"大模型正式 ...

证券日报网讯 12月12日晚间，浙能电力发布公告称，公司近日收到公司董事长、总经理刘为民，副总 经理、党委委员吴皓和党委委员、总工程师谢尉扬的书面辞职报告。刘为民因工作调整原因申请辞去公 司总经理职务，辞职后仍担任公司董事长、党委书记。吴皓因工作调整原因申请辞去副总经理职务，辞 职后担任公司党委副书记。谢尉扬因年龄原因申请辞去总工程师职务。 （文章来源：证券日报） ...

每经AI快讯，浙能电力（SH 600023，收盘价：5.16元）12月12日晚间发布公告称，刘为民因工作调整 原因申请辞去公司总经理职务，辞职后仍担任公司董事长、党委书记。吴皓因工作调整原因申请辞去副 总经理职务，辞职后担任公司党委副书记。谢尉扬因年龄原因申请辞去总工程师职务。 2024年1至12月份，浙能电力的营业收入构成为：电力和热力生产和供应业占比88.45%，其他业务占比 6.5%，光伏制造占比5.04%。 截至发稿，浙能电力市值为692亿元。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 （记者 曾健辉） ...

每经AI快讯，浙能电力（SH 600023，收盘价：5.16元）12月12日晚间发布公告称，公司第五届第十四 次董事会会议于2025年12月12日以通讯方式召开。会议审议了《关于聘任公司总经理的议案》等文件。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 2024年1至12月份，浙能电力的营业收入构成为：电力和热力生产和供应业占比88.45%，其他业务占比 6.5%，光伏制造占比5.04%。 （记者 王瀚黎） 截至发稿，浙能电力市值为692亿元。 ...