转自：新华财经 桂江蕴藏着丰富的水力资源，充分利用这些水力资源为工业、农业、旅游业服务，是桂江两岸人民的共同心愿。早在二十世纪五十年代，国家有关部门便 多次赴昭平勘察规划。1958年12月，在前苏联专家指导下，昭平水电站作为外援项目正式动工兴建。然而，受当时国家一穷二白、缺乏大型水力发电站建 设经验及国际环境影响，工程于1961年被迫停建。 1978年党的十一届三中全会胜利召开，唤来了昭平水电站重生之机。在自治区党委政府的支持下，昭平水电站项目被列为"八五"重点工程，重新启动。电 站的新一轮规划更加注重生态保护与资源可持续利用，放弃了之前的大型电站方案，转而采取更符合桂江流域特点的中型水利枢纽设计，同时兼具发电、 水利与航运功能。 险峡变平湖 树桂江电站标杆 昭平电厂于1989年12月动工建设，1995年9月，3号机组并网发电成功，标志着昭平电厂全面投产。它是桂江梯级开发的首个中型枢纽工程，也是广西首个 以股份制模式投资建设的地方水电项目，极大缓解了桂东地区电力紧缺状况，为地方经济发展注入强劲动力。 昭平电厂全景图（2025年） 退休老职工黄露回忆道："1992年1月5日，1510m³/s流量的洪水像脱缰的野 ...

广西能源股份有限公司 2025 年第一次临时股东大会会议资料 广西能源股份有限公司 2025 年第一次临时股东大会秘书处 2025 年 9 月 25 日 1 广西能源股份有限公司 2025 年第一次临时股东大会材料目录 议案 2：《关于拟将持有的国海证券股份与国能北海股权进行置换暨关联交易的议 案》。 2 一、大会须知； 二、大会议程； 三、大会表决说明； 四、股东大会议案 议案 1：《关于续聘会计师事务所并决定其报酬的议案》； 广西能源股份有限公司 2025 年第一次临时股东大会须知 为确保公司股东大会顺利召开，根据《中华人民共和国公司法》《中华人民共和国 证券法》《公司章程》以及《上市公司股东大会规则》的有关规定，特制定股东大会须 知如下，望出席股东大会的全体人员遵照执行。 一、大会设秘书处，负责会议的组织工作和处理相关事宜。 二、大会期间，全体出席人员应以维护股东的合法权益、确保大会的正常秩序和议 事效率为原则，自觉履行法定义务。 三、出席大会的股东依法享有发言权、质询权、表决权等权利。 四、大会召开期间，股东事先准备发言的，应当先向大会秘书处登记，并填写"股 东大会发言登记表"；股东临时要求发言或就相 ...

Core Viewpoint - Guangxi Energy Co., Ltd. is actively contributing to rural revitalization through diversified industrial support and targeted assistance, aiming to enhance agricultural productivity, improve rural aesthetics, and increase farmers' income by mid-2025 [1]. Group 1: Renewable Energy Initiatives - The company has developed a sustainable model combining "solar power generation + ecological farming + investment dividends" in San Tuan Village, leading to significant economic benefits [1]. - From January to June this year, San Tuan Village generated 82,500 kWh of electricity from solar power, earning 31,600 yuan, with cumulative earnings reaching 399,400 yuan [1]. Group 2: Agricultural Development - San Tuan Village has also established a raspberry picking park, attracting over 600 visitors in the first half of the year, generating direct income of 16,700 yuan and helping six impoverished households increase their income by 4,200 yuan [3]. - The village has partnered with external companies to develop raspberry juice and black soybean milk products, enhancing the value chain and increasing product value [5]. - In the first half of the year, over 7,000 jin of agricultural products were sold through e-commerce and consumption assistance, resulting in an income increase of approximately 40,000 yuan for villagers [5]. Group 3: Livestock and Poultry Farming - The innovative "company + cooperative + farmer" model for raising Wuhai chickens has shown strong results, with over 2,700 chickens sold, helping four impoverished households earn more than 90,000 yuan [5]. - In Zhongping Village, the company donated 60,000 yuan to support the development of the Xinghua chicken breeding industry, with each impoverished household receiving 12 chicks, leading to profits of 44,300 yuan during the Spring Festival [6]. Group 4: Community Support and Infrastructure - The company has assisted impoverished households in applying for various industry subsidies and labor assistance, totaling nearly 130,000 yuan in the first half of 2025 [7]. - The company is also promoting a fish farming project with a total investment of 3.33 million yuan, laying a solid foundation for future development [7]. - In May, the company transitioned its support efforts from Zhongping Village to Daping Village, focusing on industrial development, village governance, and infrastructure construction [10].

Industry Overview - The electricity sales companies are categorized into five types: generation sales companies, grid enterprise sales companies, social capital investment distribution network companies, independent sales companies, and virtual power plants [1][2][3] - The midstream is the core link in the electricity sales industry, connecting production, sales, and consumption [5][7] - The electricity sales sector is crucial for balancing electricity production and consumption, requiring a state of equilibrium to enhance economic efficiency [7] Industry Development History - The development of electricity sales companies in China has gone through three stages: from 2002 to 2014, characterized by the separation of generation and grid, leading to a competitive generation landscape; from 2015 to 2021, marked by a new round of electricity reform that opened up the sales side; and from 2022 to the present, driven by carbon neutrality goals and green electricity trading [10][11] Policy Background - The electricity generation and sales sectors are vital for the national economy, with significant reforms initiated in 2015 to create a healthy market environment [13][14] - Key policies include the establishment of a unified electricity market system by 2025 and the promotion of renewable energy integration into the market [14][15] Current Industry Status - As of the end of 2024, the number of registered electricity sales companies in China exceeds 5,000, reflecting a nearly 17-fold increase since 2016 [16][17] - The market transaction volume has been increasing annually, with a projected total of 61,796 billion kilowatt-hours in 2024 [18][19] - The market transaction amount is expected to exceed 3 trillion yuan in 2024, showing a year-on-year growth of 5.92% [22] Competitive Landscape - In 2024, the State Grid is expected to account for approximately 70% of the market transaction volume, with Southern Power Grid at 16% [23] - The majority of registered sales companies are concentrated in Guangdong, Shanxi, and Sichuan provinces [26] Future Industry Outlook - By 2030, the market transaction amount is projected to exceed 4 trillion yuan, with average settlement prices expected to decline initially and stabilize later [28] - The electricity sales industry is undergoing a transformation towards market mechanisms and carbon neutrality, requiring companies to enhance their operational capabilities [29]

Group 1 - A new company, Guangxi Baise Pinglu Clean Energy Co., Ltd., has been established with a registered capital of 10 million yuan [1] - The legal representative of the company is Huang Weigui, and its business scope includes energy storage technology services, engineering management services, enterprise management consulting, contract energy management, power generation, transmission, and distribution services [1] - The company is jointly owned by Guangxi Pinglu Canal Industrial Development Co., Ltd. and Guangxi Energy Group Co., Ltd. [1]

Core Viewpoint - Guangxi Energy (600310.SH) is implementing an asset swap to focus on its thermal power business, transferring a 3.23% stake in Guohai Securities for a 30% stake in Guoneng Beihai Power Co., Ltd, with respective values of 915 million yuan and 994 million yuan [1][2]. Group 1: Asset Swap Details - The asset swap involves Guangxi Energy transferring its 3.23% stake in Guohai Securities and receiving a 30% stake in Guoneng Beihai, with a cash payment of approximately 79.4 million yuan to Guangxi Energy Group [2][3]. - After the transaction, Guangxi Energy will no longer hold shares in Guohai Securities and will directly hold a 30% stake in Guoneng Beihai, making it a subsidiary [2]. Group 2: Financial Performance and Strategy - Guangxi Energy has reported a cumulative loss of 766 million yuan in net profit excluding non-recurring items since 2017, indicating ongoing financial struggles [1][6]. - The company aims to enhance its main business competitiveness by divesting non-core assets and increasing its equity installed capacity through the acquisition of Guoneng Beihai, which is expected to improve overall performance [1][8]. Group 3: Guoneng Beihai's Performance - Guoneng Beihai is projected to generate 5.144 billion kWh of electricity in 2024, with an expected net profit of 60.37 million yuan, despite facing temporary setbacks in early 2025 [1][7]. - In the first four months of 2025, Guoneng Beihai reported a revenue of 702 million yuan but incurred a loss of 32.83 million yuan due to operational challenges [8].

证券代码：600310 证券简称：广西能源 公告编号：临 2025-043 广西能源股份有限公司 关于召开投资者说明会的公告 重要内容提示： 会议问题征集：投资者可于 2025 年 9 月 15 日（星期一）12:00 前访问网址 https://eseb.cn/1rsacLyRih2 或使用微信扫描下方小程序码在报名时进行会 前提问，公司将通过本次投资者说明会，在信息披露允许范围内就投资者普遍关 注的问题进行回答。 一、说明会类型 广西能源股份有限公司（以下简称"公司"）已于 2025 年 9 月 10 日发布《广 西能源股份有限公司关于拟将持有的国海证券股份与国能北海股权进行置换暨 关联交易的公告》，为便于广大投资者更全面深入地了解公司本次将持有的国海 证券股份与国能北海股权进行置换的相关情况，公司计划于 2025 年 9 月 15 日（星 期一）15:30-16:30 召开投资者说明会，就投资者关心的问题进行交流。 二、说明会召开的时间、地点和方式 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。 （一）会议召开时间：20 ...

Group 1 - Guangxi Energy announced the convening of its 23rd meeting of the 9th Board of Directors on September 9, 2025, via communication voting, to review proposals including the exchange of shares with Guohai Securities and related transactions [1] - For the year 2024, Guangxi Energy's revenue composition is as follows: electricity sales accounted for 57.88%, electricity production for 48.01%, other businesses for 1.15%, electricity design consulting for 0.66%, and other services for 0.53% [1] - As of the report date, Guangxi Energy has a market capitalization of 5.9 billion yuan [1]

Core Viewpoint - Guangxi Energy plans to swap its 3.23% stake in Guohai Securities for a 30% stake in Guoneng Beihai Power Co., Ltd, with a cash payment of 79.4031 million yuan after offsetting the transaction value of 915 million yuan [1][2]. Group 1: Transaction Details - The asset swap will result in Guangxi Energy no longer holding shares in Guohai Securities and directly owning a 30% stake in Guoneng Beihai [2]. - This transaction is classified as a related party transaction and does not constitute a major asset restructuring [2]. - Over the past 12 months, the company has engaged in three related party transactions with the same related party, totaling 324 million yuan [2]. Group 2: Guoneng Beihai Power Co., Ltd Overview - Guoneng Beihai is planning to construct eight 1000MW ultra-supercritical coal-fired generating units, with a total investment of approximately 36 billion yuan [3]. - The first phase of the power plant will include two 1000MW units, expected to commence commercial operation in October and December 2022, with an anticipated annual electricity generation of 4.8818 million MWh in 2024 [3]. - The second phase will expand with two additional 1000MW units, projected to generate 8.64 million MWh annually, and is expected to be operational by 2025 [3]. Group 3: Strategic Rationale - The swap aligns with Guangxi Energy's strategy to focus on its core business of power generation, enhancing its competitive position in the industry [4]. - By divesting from Guohai Securities, the company aims to eliminate the impact of fair value fluctuations on its financial statements, thereby reflecting a more accurate financial position [4]. - Guoneng Beihai is expected to leverage its reliable coal supply and advanced power generation technologies, contributing positively to the company's performance and profitability [4].

Core Viewpoint - Guohai Securities announced a stock transfer involving 206 million shares, representing 3.23% of its total share capital, to optimize asset allocation and focus on core business [1] Group 1 - Guohai Securities received a notification from its actual controller, Guangxi Investment Group, regarding the stock transfer [1] - Guangxi Energy Co., Ltd. held a board meeting on September 9 to discuss the transfer of shares [1] - The share transfer will be executed through a conditional equity swap agreement with Guangxi Energy Group [1]