股票简称：广州发展 股票代码：600098 公告编号：临 2025-043 号 公司债券简称：21 穗发 01、21 穗发 02、22 穗发 01、22 穗发 02 公司债券代码：188103、188281、185829、137727 广州发展集团股份有限公司 2025 年上半年主要生产经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚 假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准 确性和完整性承担法律责任。 截至 2025 年 6 月 30 日，公司主要生产经营数据如下： 一、电力业务 2025 年 4-6 月，公司合并口径发电企业累计完成发电量 66.10 亿千瓦时，上网电量（含光伏发电售电量）63.43 亿千 瓦时，与去年同期相比分别增长 6.64%和 7.15%。2025 年 1-6 月，公司合并口径发电企业累计完成发电量 118.47 亿千瓦 时，上网电量（含光伏发电售电量）113.72 亿千瓦时，与去 年同期相比分别下降 1.88%和 1.49%。 公司合并口径发电企业电量（以亿千瓦时计）具体情况 如下： 1 控股电厂 4-6 月 1-6 月 发电量 同比 （%） 上网电 量 ...

Core Viewpoint - The company reported a decrease in both total power generation and grid-connected power sales for the first half of 2025 compared to the same period last year [1] Group 1: Power Generation Performance - The company achieved a cumulative power generation of 11.847 billion kilowatt-hours in the first half of 2025 [1] - The grid-connected power sales, including photovoltaic power sales, totaled 11.372 billion kilowatt-hours [1] - Both figures represent a year-on-year decline of 1.88% and 1.49% respectively [1]

Core Viewpoint - Guangzhou Development (600098) reported a decline in overall power generation and grid-connected electricity in the first half of 2025, with notable increases in renewable energy sources such as wind and solar power [1] Group 1: Power Generation Performance - The company achieved a cumulative power generation of 11.847 billion kilowatt-hours, representing a year-on-year decrease of 1.88% [1] - The cumulative grid-connected electricity reached 11.372 billion kilowatt-hours, down 1.49% year-on-year [1] - Thermal power generation saw a year-on-year decline of 5.45% [1] Group 2: Renewable Energy Growth - Wind power generation increased by 23.37% year-on-year [1] - Solar power generation experienced a significant growth of 68.35% year-on-year [1] Group 3: Natural Gas and Coal Performance - The total natural gas supply amounted to 1.813 billion cubic meters, reflecting a year-on-year decrease of 3.67% [1] - Coal sales volume reached 22.24 million tons, showing an increase of 13.29% year-on-year [1]

公司近日收到《广州市发展和改革委员会关于 2025 年第 二次动态调整广州市非居民管道燃气销售价格及有关问题的 通知》（穗发改〔2025〕58 号），为切实做好 2025 年天然气 保供工作，根据《中华人民共和国价格法》《广东省定价目 录（2022 年版）》，经广州市人民政府同意，启动非居民管 道燃气气源价格与销售价格联动调整机制。主要内容如下： 一、从 2025 年 7 月 20 日起，广州市非居民管道燃气销 售最高限价从 4.38 元/立方米调整为 4.47 元/立方米。管道燃 气经营企业不得自行上浮，下浮幅度不限。 二、本通知执行期为 2025 年 7 月 20 日至 2026 年 1 月 19 日。 股票简称：广州发展 股票代码：600098 公告编号：临 2025-042 号 公司债券简称：21 穗发 01、21 穗发 02、22 穗发 01、22 穗发 02 公司债券代码：188103、188281、185829、137727 广州发展集团股份有限公司 关于全资子公司广州燃气集团有限公司 动态调整非居民管道燃气销售价格的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者 ...

Group 1 - The company announced the issuance of its 2024 fourth phase medium-term notes (MTN) with the abbreviation "24 Guangzhou Development MTN004" [1] - The bond payment and redemption process involves the issuer transferring funds to the designated account of the China Interbank Market Clearing House before the payment date [1] - If the payment date falls on a public holiday, the payment will be postponed to the next working day without additional interest [1] Group 2 - The issuer is Guangzhou Development Group Co., Ltd., with contact person Guo Xiaochuan and phone number 020-37850365 [1] - The management institution for the bond's duration is China Merchants Bank Co., Ltd., with contact person Hu Qianyu and phone number 0755-88026130 [1] - The registration and custody institution is the China Interbank Market Clearing House, with operational department contacts including Xie Chenyuan and Chen Gongrong, phone numbers 021-23198888 and 021-23198682 respectively [1]

股票简称：广州发展 股票代码：600098 公告编号：临 2025-041 号 公司债券简称：21 穗发 01、21 穗发 02、22 穗发 01、22 穗发 02 公司债券代码：188103、188281、185829、137727 广州发展集团股份有限公司关于 2024年度第四期中期票据2025年付息公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和 完整性承担法律责任。 为保证广州发展集团股份有限公司 2024 年度第四期中期 票据（债券简称：24 广州发展 MTN004，债券代码： 102483163.IB）付息工作的顺利进行，方便投资者及时领取付 息资金，现将有关事宜公告如下： 一、本期债券基本情况 1.发行人名称：广州发展集团股份有限公司 2.债项名称：广州发展集团股份有限公司 2024 年度第四 期中期票据 3.债项简称：24 广州发展 MTN004 4.债项代码：102483163.IB 5.发行金额：人民币 5 亿元 8.债项余额：人民币 5 亿元 9.最新评级情况：AAA 10.偿还类别：利息兑付 11.本计息期债项利率：2 ...

股票简称：广州发展 股票代码：600098 公告编号：临 2025-042 号 公司债券简称：21 穗发 01、21 穗发 02、22 穗发 01、22 穗发 02 公司债券代码：188103、188281、185829、137727 广州发展集团股份有限公司 关于全资子公司广州燃气集团有限公司 动态调整非居民管道燃气销售价格的公告 1 较合理地平衡了供需关系，有利于公司燃气业务的健康发展。 特此公告。 备查文件：《广州市发展和改革委员会关于 2025 年第二 次动态调整广州市非居民管道燃气销售价格及有关问题的通 知》（穗发改〔2025〕58 号） 广州发展集团股份有限公司 2025 年 7 月 16 日 2 本公司董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完 整性承担法律责任。 公司近日收到《广州市发展和改革委员会关于 2025 年第 二次动态调整广州市非居民管道燃气销售价格及有关问题的 通知》（穗发改〔2025〕58 号），为切实做好 2025 年天然气 保供工作，根据《中华人民共和国价格法》《广东省定价目 录（2022 年版）》，经广州市人民 ...

Group 1 - The A-share market saw a surge in the combustible ice concept stocks in the afternoon session [1] - Haimer Technology experienced a rapid increase of over 8% [1] - Guangzhou Development also followed with a rise, while stocks like Neway and Qianeng Hengxin narrowed their declines [1]

Core Viewpoint - Guangzhou Industrial Investment Holding Group Co., Ltd. and its concerted party, the private equity fund "Investment Value No. 1," are increasing their stake in Guangzhou Development Group Co., Ltd. and are exempt from making a mandatory offer [1][11]. Group 1: Background Information - Guangzhou Industrial Investment Holding Group is a limited liability company established on September 26, 1989, with a registered capital of approximately 65.26 billion yuan [5][8]. - The private equity fund "Investment Value No. 1" is managed by Guangzhou Industrial Investment Private Equity Fund Management Co., Ltd. and has been legally registered with the China Securities Investment Fund Association [9][6]. Group 2: Shareholding Situation - Prior to the increase, Guangzhou Industrial Investment Holding Group held 2,019,111,863 shares of Guangzhou Development, accounting for 57.59% of the total shares, while its concerted action party held 11,515,387 shares, representing 0.33% [7][10]. - The increase plan involves acquiring between 100 million yuan and 200 million yuan worth of shares over a six-month period starting January 3, 2025 [10]. Group 3: Implementation of the Increase - The increase has been executed through the Shanghai Stock Exchange, with a total of 12,529,300 shares acquired, amounting to approximately 126.89 million yuan, exceeding the lower limit of the planned increase [10][11]. - The increase does not affect the listing status of Guangzhou Development, as the total shares held by Guangzhou Industrial Investment Group and its concerted parties exceed 50% of the total issued shares [11]. Group 4: Legal Compliance and Disclosure - The increase complies with the relevant laws and regulations, including the Company Law and the Securities Law, and has met the necessary disclosure obligations [11][12]. - Guangzhou Development has published announcements regarding the increase plan and its progress in accordance with the Securities Law and self-regulatory guidelines [11][12].

Summary of Key Points Core Viewpoint - The controlling shareholder of Guangzhou Development Group Co., Ltd. has successfully completed a share buyback plan, demonstrating confidence in the company's future stability and value [1][2][3]. Group 1: Buyback Plan Overview - The buyback plan was initiated by Guangzhou Industrial Investment Holding Group Co., Ltd. and its action group, intending to purchase between RMB 100 million and RMB 200 million worth of A-shares over a six-month period starting from January 3, 2025 [1][2]. - The maximum purchase price was set at RMB 7.41 per share, funded by the shareholders' own funds or other legal sources [2][3]. Group 2: Implementation Results - As of July 2, 2025, the buyback plan resulted in the acquisition of 12,529,300 shares, totaling RMB 12,688.86 million (excluding transaction fees) [2][3]. - The total shares acquired during the buyback amounted to 20,547,374 shares, representing 0.59% of the company's total equity [3][4]. Group 3: Shareholding Structure Post-Buyback - Following the buyback, Guangzhou Industrial Investment Holding Group's shareholding increased from 57.59% to 57.94%, while the total shareholding of the action group rose from 57.91% to 58.50% [3][4]. - The action group did not hold any shares prior to the buyback, and the buyback did not trigger a mandatory tender offer or alter the company's controlling shareholder [5]. Group 4: Legal Compliance - The buyback was conducted in accordance with relevant laws and regulations, including the Securities Law and the Management Measures for the Acquisition of Listed Companies [4][5]. - The legal firm confirmed that the buyback was executed by qualified entities and complied with all necessary disclosure obligations [4].