一上午，袁彩凤的手机响个不停。准备组织招聘，如何设置岗位？企业人力资源管理要创新，有什么金 点子？作为江苏无锡高新人才发展集团有限公司党委副书记，无锡高新区不少企业负责人都来找她"取 经"。 连袁彩凤自己也没有想到，初中毕业后就出来打工的自己，如今可以从事人力资源工作，还做得风生水 起。 从安徽滁州的小山村走出来，袁彩凤选择南下打工。2004年，她进入电装天电子（无锡）有限公司，成 为一名学徒工。"进了厂，我不满足于'打螺丝'。虽然知道提升学历、提高技能很重要，却因为工作繁 忙、经济条件有限，继续求学看起来遥不可及。"袁彩凤说。 2017年，袁彩凤关注到江苏省求学圆梦行动——线上线下融合的学习方式，可以有效解决工学矛盾；无 锡市总工会还设立了奖学金，为优秀学员提供学费补贴。心里的石头落了地，袁彩凤马上报名参加江南 大学人力资源专业学习，曾经的"打工妹"跨进了大学校门。 昔日学徒工，成长为企业管理者；曾经的快递小哥，如今是管理百余名员工的门店运营主管；学历提升 班上的学员，几年后站上了讲台……他们的成长故事，都有一个共同的关键词——求学圆梦行动。这个 由教育部和中华全国总工会联合实施的农民工学历与能力提升行动， ...

登录新浪财经APP 搜索【信披】查看更多考评等级 7月30日，记者从华电国际电力股份有限公司（以下简称"华电国际"）获悉，华夏华电清洁能源封闭式 基础设施证券投资基金将于8月1日在上海证券交易所上市。 华电国际是中国华电集团有限公司旗下核心上市发电公司之一，总股本超百亿股，拥有境内外两条融资 渠道，资产总额达2230亿元，控股装机容量7695万千瓦，发展区域遍布全国21个省市区，资产布局涵盖 煤电、煤炭、气电、供热、水电、储能等能源类型。 近年来，该公司持续强化资本运作，在盘活存量资产和扩大增量资产上做文章，有效提升了资产规模与 发电能力，实现上市公司质量与价值双提升。本次上市的华电清洁能源REIT是我国首单央企天然气发 电公募REIT，是公募REITs市场发展进程中的又一重要里程碑，为公募REITs市场注入了新的活力。 提升价值创造能力 推进国有上市公司做强做优做大 华电国际充分发挥上市公司资本运作功能，统筹推进常规能源资产重组和公募REITs项目发行。 2024年7月，启动了有史以来最大规模的常规能源资产重组项目，通过收购控股股东旗下优质火电资 产，同步推进配套融资，提升资产规模，优化资产布局。2025年 ...

资本运作发力 ——华电国际打造强而大的一流能源上市公司 7月30日，记者从华电国际电力股份有限公司（以下简称"华电国际"）获悉，华夏华电清洁能源封闭式基础设施证券投资基金将于8月1日 在上海证券交易所上市。 推进公司治理体系和治理能力现代化 华电国际一体推进内控合规风险管理，定期组织合规培训，开展内控专项检查，推动上市公司系统合规意识全面增强；建立完善且系统 的风险评估机制，定期开展风险评估和合法合规审查，有效防范化解重大风险。严格执行"三重一大"事项决策权责清单及相关议事规 则，保证了公司重大事项集体决策、科学决策、民主决策、依法依规决策。深入开展制度清理优化工作，制度的全面性、时效性、适用 性进一步提升。 加强企业品牌建设 塑造一流能源上市公司良好形象 华电国际是中国华电集团有限公司旗下核心上市发电公司之一，总股本超百亿股，拥有境内外两条融资渠道，资产总额达2230亿元，控 股装机容量7695万千瓦，发展区域遍布全国21个省市区，资产布局涵盖煤电、煤炭、气电、供热、水电、储能等能源类型。 近年来，该公司持续强化资本运作，在盘活存量资产和扩大增量资产上做文章，有效提升了资产规模与发电能力，实现上市公司质量与 ...

Group 1 - The A-share power sector experienced a significant rally, with Huaneng International hitting the daily limit up [1] - Other companies such as Huadian International, Datang Power, Guodian Power, Longyuan Power, and China General Nuclear Power also saw increases in their stock prices [1]

Core Viewpoint - The government of Muraeni County, Indonesia, awarded a certificate of commendation to Huadian (Indonesia) Boya Power Company for its outstanding compliance with local tax regulations, enhancing the brand influence and reputation of China Huadian in Indonesia [1] Group 1: Company Performance - Boya Company is recognized as a benchmark enterprise in the industry for its adherence to high standards in fulfilling economic and social responsibilities while ensuring power supply [1] - The company has effectively increased local fiscal revenue and contributed positively to the construction of local infrastructure and public services [1] Group 2: Strategic Importance - Boya Company is the largest power generation project invested by China Huadian in Indonesia and is part of a national strategic project [1] - The joint investment in Boya Company is made by Huadian Overseas Investment Co., Ltd. and Indonesia's state-owned coal company, showcasing collaboration between Chinese and Indonesian enterprises [1]

据iFind统计，截至7月29日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国银行、聚和材料，均已连续12个交易日获净买入；连续获主力资金 净买入天数较多的还有华电国际、苏农银行、纽威股份、宇通客车、中控技术、东方电缆、神驰机电、 赛轮轮胎等股，分别获11个、11个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

Core Viewpoint - The successful issuance and listing of the Huaxia Huadian Clean Energy REIT marks a significant achievement for China Huadian Group in promoting green and low-carbon energy transformation, aligning with national policies to revitalize existing assets and expand effective investment [4][6]. Group 1: Project Overview - The Huaxia Huadian Clean Energy REIT, a collaboration between Huadian International, Huaxia Fund, and CITIC Securities, was launched from July 7 to July 8, 2023, with a fundraising target of 1.8945 billion yuan [2]. - The underlying asset is the Hangzhou Huadian Jiangdong natural gas cogeneration project, which has demonstrated excellent asset quality and sustainable operational capability over nearly a decade [2]. - The expected distribution rates for the fund are projected to be 5.66% and 5.37% for 2025 and 2026, respectively [2]. Group 2: Market Response - The public offering of the REIT was met with enthusiastic market response, with subscription rates reaching 516.47 times for public investors and 205.43 times for institutional investors, totaling over 170 billion yuan in subscription funds [3]. - This issuance has set new records in the clean energy REITs sector, reflecting strong market recognition of the value of clean energy assets and professional management capabilities [3]. Group 3: Industry Impact - The Huaxia Huadian Clean Energy REIT contributes to the growing landscape of clean energy REITs in China, which now includes eight listed products with a total fundraising scale exceeding 20.7 billion yuan [3]. - The REIT serves as a vital tool for capital markets to support the green transformation of the real economy, enhancing the product matrix of clean energy REITs and providing replicable financial solutions for energy structure optimization [3][4]. Group 4: Future Outlook - The issuance of the REIT is expected to enhance asset operation efficiency and capital operation levels, facilitating a strong capital momentum for the group's green and low-carbon transition [6]. - As the national green transition progresses, clean energy REITs are anticipated to play a crucial role in integrating production and finance, enabling the exploration of innovative development paths that combine finance, industry, and ecology [6].

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [1][6][10]. Core Views - The completion of the preliminary design for China's first 1 million kilowatt fourth-generation commercial fast reactor marks a significant advancement in the country's nuclear energy strategy [2][16]. - The public utility sector saw a 7.64% increase in the total market value of fund holdings, reaching 63.28 billion yuan in Q2 2025, with a focus on hydropower companies [3][17]. - The report emphasizes the importance of coal and electricity prices moving in tandem, which is expected to sustain reasonable profitability for thermal power companies [4][25]. Summary by Sections Market Review - The Shanghai Composite Index rose by 1.69%, while the public utility index fell by 0.27% and the environmental index increased by 1.66% [1][15]. - Within the power sector, thermal power decreased by 0.29%, hydropower by 1.31%, while new energy generation rose by 1.24% [1][28]. Important Events - The preliminary design of the CFR1000 fast reactor has been completed, which is crucial for energy security and sustainable development in nuclear energy [2][16]. - In August 2025, the electricity trading price in Jiangsu was 393.8 yuan per megawatt-hour, with a total transaction volume of 12.353 billion kilowatt-hours [2][16]. Investment Strategy - Recommendations include major thermal power companies like Huadian International and Shanghai Electric, as well as leading new energy firms such as Longyuan Power and Three Gorges Energy [4][25]. - The report suggests focusing on high-dividend hydropower stocks like Yangtze Power for their defensive attributes [4][25]. Fund Holdings - In Q2 2025, the total market value of fund holdings in the public utility sector was 63.28 billion yuan, with a notable increase in hydropower and gas sectors, while thermal power saw a reduction [3][19]. - The environmental sector's fund holdings totaled 7.352 billion yuan, showing a slight decrease from the previous quarter [21][24]. Key Company Predictions and Ratings - Companies such as Huadian International, Longyuan Power, and China Nuclear Power are highlighted with an "Outperform" rating, indicating strong future performance expectations [10][25]. - The report identifies significant investment opportunities in the environmental sector, particularly in waste management and renewable energy technologies [26][24].

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [1][10]. Core Views - The completion of the preliminary design for China's first 1 million kilowatt fourth-generation commercial fast reactor marks a significant advancement in the country's nuclear energy strategy [2][16]. - The public utility sector saw a 7.64% increase in the total market value of fund holdings, reaching 63.28 billion yuan in Q2 2025, with a focus on hydropower companies [3][17]. - The report emphasizes the importance of coal and electricity prices moving downward, which is expected to maintain reasonable profitability for thermal power companies [4][25]. Summary by Sections Market Review - The Shanghai Composite Index rose by 1.69%, while the public utility index fell by 0.27% and the environmental index increased by 1.66% [1][15]. - Within the power sector, thermal power decreased by 0.29%, hydropower by 1.31%, while new energy generation rose by 1.24% [1][28]. Important Events - The preliminary design of the CFR1000 fast reactor has been completed, which is crucial for energy security and sustainable development in China [2][16]. - In August 2025, the electricity trading price in Jiangsu was 393.8 yuan per megawatt-hour, with a total transaction volume of 12.353 billion kilowatt-hours [2][16]. Investment Strategy - Recommendations include major thermal power companies like Huadian International and Shanghai Electric, as well as leading new energy firms such as Longyuan Power and Three Gorges Energy [4][25]. - The report suggests focusing on water and waste incineration sectors, which are entering a mature phase, and highlights investment opportunities in companies like China Everbright Environment and Zhongshan Public Utilities [4][26]. Fund Holdings - In Q2 2025, the total market value of fund holdings in the public utility sector was 63.28 billion yuan, with a notable increase in hydropower and gas sectors, while thermal power saw a decrease [3][19]. - The environmental sector's fund holdings totaled 7.352 billion yuan, showing a slight decrease from the previous quarter [21][23]. Key Company Predictions and Ratings - Huadian International, Longyuan Power, and China Nuclear Power are among the recommended companies with an "Outperform" rating [10][25]. - The report highlights the strong growth potential in the domestic waste oil recycling industry, recommending companies like Shanggou Environmental [4][26].

Investment Rating - The report maintains a "Positive" outlook on the public utilities and environmental sectors, particularly in electricity and natural gas [1]. Core Insights - The report highlights a recovery in electricity consumption in June, driven by the tertiary sector and residential usage, with a total electricity consumption of 8,670 billion kWh, representing a year-on-year growth of 5.4% [15][17]. - Natural gas consumption showed a slight increase in June, with a total apparent consumption of 35.05 billion m³, up 1.4% year-on-year, indicating a recovery in industry sentiment [21][48]. - The report emphasizes the ongoing optimization of energy structure in China, with significant contributions from renewable energy sources, particularly solar and nuclear power [2][8]. Summary by Sections 1. Electricity: June Consumption Growth Accelerates - In June, the industrial electricity generation reached 7,963 billion kWh, a year-on-year increase of 1.7% [7][9]. - The breakdown of electricity generation types shows a decline in hydropower by 4.0%, while nuclear power grew by 10.3%, and solar power surged by 18.3% [9][15]. - The report notes that the second industry contributed significantly to the electricity increment, accounting for 38% of the total increase [16][17]. 2. Natural Gas: Global Price Decline and June Consumption Growth - The report states that the apparent consumption of natural gas in June was 35.05 billion m³, marking a 1.4% increase year-on-year [21][48]. - The average price of LNG in Northeast Asia decreased to $11.90/mmBtu, reflecting a broader trend of declining global gas prices [22][41]. - The report anticipates that the long-term outlook for natural gas will improve due to rising LNG export capacities from the US and the Middle East [48]. 3. Weekly Market Review - The public utilities and environmental sectors underperformed compared to the CSI 300 index, while the electrical equipment sector outperformed [50]. 4. Company and Industry Dynamics - The report mentions the increase in installed capacity for solar and wind energy, with solar capacity growing by 54.2% year-on-year [53]. - It highlights the ongoing construction of large seawater desalination projects in coastal provinces to support high water-consuming industries [53]. 5. Key Company Valuation Table - The report includes a valuation table for key companies in the public utilities and environmental sectors, indicating potential investment opportunities [60].