"广西首个海上风电项目——防城港海上风电A场址于报告期末实现全容量并网发电，累计发电量超6.7 亿千瓦时，实现收入同比增长超1.8亿元。F场址110万千瓦项目正在积极开展前期工作。""陆上风电项 目正在按计划推进，一批分布式光伏已实现全容量并网"5月15日，广西能源（600310.SH）召开2024年 年度暨2025年第一季度业绩说明会，公司管理层对投资者关心的热点问题进行一一回应。 自完成更名以来，广西能源依托"主业聚焦"战略的深入推进和清洁能源布局的持续发力，在2024年取得 了业绩增长，并在2025年第一季度展现出新的亮点。公司正积极把握市场机遇，聚焦核心电力业务，通 过内部提质增效等多项举措，不断巩固增长态势，谱写高质量发展的新篇章。 聚焦主业与清洁能源，驱动未来增长 2024年，广西能源在"聚焦主业"战略指引下，实现了盈利能力的显著提升。年报数据显示，公司全年实 现净利润2.05亿元，同比增长高达635.38%；归属于上市公司股东的净利润也达到6298.80万元，同比增 长3704.04%。 进入2025年，公司新能源板块表现亮眼，特别是随着防城港海上风电A场址实现全容量并网，风电业务 成为重要的业 ...

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental protection sectors [6][9]. Core Views - The environmental sector's revenue in 2024 is projected to decline by 0.6% to CNY 364.236 billion, with net profit decreasing by 14.7% to CNY 23.058 billion. However, in Q1 2025, the sector is expected to see a revenue increase of 3.5% to CNY 81.243 billion and a net profit growth of 3.8% to CNY 8.232 billion [3][21]. - The report highlights the impact of the new market-oriented pricing reforms for renewable energy in Shandong, aiming for full market integration by the end of 2025 [2][16]. - The report emphasizes the importance of the carbon neutrality context, recommending investments in the new energy industry chain and comprehensive energy management [41][42]. Summary by Sections Market Review - The Shanghai Composite Index rose by 2.00%, while the public utility index increased by 2.22%, and the environmental index rose by 2.93% [1][43]. Important Policies and Events - Shandong's new pricing reform aims for full market integration of wind and solar energy by 2025, with differentiated policies for existing and new projects [2][16]. Financial Overview of the Environmental Sector - In 2024, only the solid waste management and water treatment sectors showed positive growth, while the environmental equipment sector saw a decline of over 30% [3][21]. - The atmospheric governance sector reported a loss increase, while the comprehensive environmental governance sector shifted from profit to loss [21][24]. Investment Strategy - Recommendations include major thermal power companies like Huadian International and regional electricity firms like Shanghai Electric, as well as leading renewable energy firms such as Longyuan Power and Three Gorges Energy [4][41]. - The report suggests focusing on "utility-like investment opportunities" within the environmental sector, recommending companies like China Everbright Environment and Zhongshan Public Utilities [42][41]. Key Company Profit Forecasts and Investment Ratings - Several companies, including Huadian International and Longyuan Power, are rated as "Outperform" with projected earnings per share (EPS) growth for 2025 [9][41].

登录新浪财经APP 搜索【信披】查看更多考评等级 会议召开时间：2025年5月15日（星期四）15:00-16:30 会议召开地点：现场会议地点一上海证券大厦（上海市浦东新区浦东南路528号）；视频会议链接一上 海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于2025年5月8日（星期四）至5月14日（星期三）16:00前登录上证路演中心网站首页点击"提 问预征集"栏目或通过公司邮箱（600310@sina.com）进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 广西能源股份有限公司（以下简称"公司"）已于2025年3月28日和4月29日分别发布公司《2024年年度报 告》和《2025年第一季度报告》，为便于广大投资者更全面深入地了解公司2024年度以及2025年第一季 度的经营成果、财务状况，公司计划于2025年5月15日（星期四）15:00-16:30举行2024年度暨2025年第 一季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以视频直播结合网络互动召开，公司 ...

证券代码：600310 证券简称：广西能源 公告编号：临 2025-022 广西能源股份有限公司关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 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 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。 重要内容提示： 会议召开时间：2025 年 5 月 15 日（星期四）15:00-16:30 会议召开地点：现场会议地点—上海证券大厦（上海市浦东新区浦东南路 528 号）； 视 频 会 议 链 接 — 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 5 月 8 日（星期四）至 5 月 14 日（星期三）16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱（600310@sina.com） 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 广西能源股份有限公司（以下简称"公司"）已于 2025 年 3 月 28 日和 4 月 29 日分 ...

Core Viewpoint - Guangxi Energy reported a challenging first quarter of 2025 with a revenue of 822 million yuan and a non-recurring net profit attributable to shareholders of -100 million yuan, but is accelerating its renewable energy layout to drive future growth [1] Group 1: Wind Power Business Performance - The wind power segment of Guangxi Energy showed significant improvement, achieving a net profit of 19.28 million yuan after excluding non-recurring losses, a substantial increase of 17.98 million yuan year-on-year, marking it as a key highlight of the quarter [2] - The offshore wind project at the Guangxi Investment site, with a capacity of 700,000 kilowatts, is expected to achieve full capacity grid connection in 2024, leading to increased generation and profitability [2] - Guangxi Energy has secured development rights for the Fang site of the Fangchenggang offshore wind demonstration project, aiming to expand its offshore wind capacity and enhance clean energy supply [2] Group 2: New Energy Project Development - Guangxi Energy is accelerating its new energy initiatives, with a focus on multi-energy complementary development, entering a concentrated phase of project advancement in 2024 [3] - The company has obtained construction indicators totaling 550,000 kilowatts for onshore wind projects, with orderly progress in project execution [3] - Guangxi Energy is expanding its photovoltaic projects across various regions, including Shaanxi and Guangxi, contributing to a robust pipeline of clean energy supply [3] - The Hezhou pumped storage project is also progressing, enhancing the power system's regulation and renewable energy absorption capabilities [3] - The company is establishing subsidiaries to strengthen project execution and ensure timely project advancement [3]

Core Insights - Guangxi Energy (600310.SH) reported a total operating revenue of 822 million yuan for Q1 2025, ranking 65th among disclosed peers, which is a decrease of 148 million yuan or 15.22% year-on-year [1] - The company recorded a net profit attributable to shareholders of -209 million yuan, ranking 101st among peers, a decline of 151 million yuan compared to the same period last year [1] - Operating cash flow showed a net inflow of 536 million yuan, ranking 40th among peers, marking an increase of 281 million yuan or 110.44% year-on-year, achieving three consecutive years of growth [1] Financial Ratios - The latest debt-to-asset ratio stands at 79.07%, ranking 92nd among peers, which is an increase of 0.57 percentage points from the previous quarter and 2.44 percentage points from the same period last year [3] - The latest gross profit margin is 12.95%, ranking 78th among peers, a decrease of 12.46 percentage points from the previous quarter and 6.70 percentage points year-on-year [3] - The return on equity (ROE) is -7.47%, ranking 100th among peers, a decline of 5.51 percentage points compared to the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.14 yuan, ranking 102nd among peers, a decrease of 0.10 yuan from the same period last year [3] - The total asset turnover ratio is 0.04 times, ranking 76th among peers, a decrease of 0.02 times year-on-year, representing a decline of 31.13% [3] - The inventory turnover ratio is 4.02 times, ranking 54th among peers, an increase of 0.66 times year-on-year, reflecting a growth of 19.77% [3] Shareholder Structure - The number of shareholders is 63,100, with the top ten shareholders holding 809 million shares, accounting for 55.22% of the total share capital [3] - The largest shareholder is Guangxi Guotou Zhengrun Development Group Co., Ltd., holding 32.47% of the shares [3] - Other significant shareholders include Guangxi Energy Group Co., Ltd. with 18.52% and Hezhou City Urban Operation Investment Management Co., Ltd. with 0.87% [3]

Market Overview - The three major A-share indices experienced slight declines, with the Shanghai Composite Index down 0.05%, the Shenzhen Component Index down 0.05%, and the ChiNext Index down 0.13%. The North Star 50 Index, however, rose by 1.24% [1] - The total market turnover was 1.0417 trillion yuan, a decrease of 35 billion yuan compared to the previous day, with over 3,500 stocks rising across the market [1] Sector Performance - The PEEK materials, beauty care, chemical products, humanoid robots, and agricultural machinery sectors saw the largest gains, while the electricity, insurance, liquor, port shipping, controllable nuclear fusion, and coal sectors experienced the most significant declines [2] - Notable stocks included PEEK materials concept stocks such as Juyuan Long (301131), Xinhang New Materials (301076), and Zhongxin Fluorine Materials (002915), which all hit the daily limit [2] - The beauty care sector saw strong afternoon performance with stocks like Marubi Biotechnology (603983) hitting the daily limit, while other notable gainers included Babi Co., Jinbo Biological, and Shanghai Jahwa (600315) [2] Stock Highlights - Step by Step (002251) and Maoye Commercial (600828) both achieved a "limit-up" performance in the afternoon, showcasing significant market interest [2] - The electricity sector faced a downturn, with stocks like Shaanxi Energy (000601), Leshan Electric Power (600644), and Xichang Electric Power (600505) hitting the daily limit down [2] - The liquor sector also lagged, with Yingjia Gongjiu (603198) hitting the daily limit down, and other major players like Yanghe Brewery (002304) and Gujing Gongjiu (000596) showing significant declines [2] Notable Trends - The "hot stock list" featured companies like Step by Step, Hongbaoli, and Maoye Commercial, with respective gains of 4.15%, 5.81%, and 10.02% [7] - The "strong wind direction list" highlighted sectors such as new energy vehicles, chemical products, and robotics, with multiple stocks hitting the daily limit [11][12][13] Economic Indicators - The People's Bank of China conducted a reverse repurchase operation of 340.5 billion yuan for a 7-day term at an interest rate of 1.50% to maintain liquidity in the banking system [32] - The Ministry of Commerce reported that China's service trade totaled 19,741.8 billion yuan in the first quarter, reflecting a year-on-year growth of 8.7% [33]

【导读】沪深两市成交额突破5000亿元，机器人概念股再度走强，多股直线拉升涨停 中国基金报记者 王建蔷 4月29日早盘，A股小幅低开，沪指低开0.21%，深证成指低开0.27%，创业板指低开0.27%。开盘后沪指震荡上涨，一度拉升翻红。截至发稿，沪指下跌 0.07%，深证成指上涨0.03%，创业板指微跌0.02%，沪深两市成交额突破5000亿元。 | 中证1000 | 中证2000 | 中证红利 | | --- | --- | --- | | 5905.00 | 2414.04 | 5376.56 | | +27.94 +0.48% +26.02 +1.09% -14.82 -0.27% | | | A50指数期货一度直线下跌，截至发稿，跌幅收窄。 | < w | | ■时中国A50期货 | | | | | --- | --- | --- | --- | --- | --- | | | CN.SG | | | | | | 13135 | 昨结 | | 13185 | 커플 | 13186 | | -50 | -0.38% | 总手 | 9.42万 | 现手 | 1 | | 最高价 | 13220 | 持 仓 ...

Summary of Key Points Core Viewpoint - As of April 29, 2024, a total of 5,105 companies have released their annual reports, with 2,456 companies reporting a year-on-year increase in net profit, while 2,649 companies reported a decline. Additionally, 2,890 companies saw an increase in operating revenue, and 2,214 companies experienced a decrease. Notably, 1,852 companies had both net profit and operating revenue growth, while 1,611 companies reported declines in both metrics. A total of 534 companies achieved a net profit growth rate exceeding 100%, with Zhengdan Co., Ltd. leading with a staggering increase of 11,949.39% [1]. Company Performance Highlights - Zhengdan Co., Ltd. reported earnings per share of 2.35 yuan, with a net profit of 1,189.89 million yuan, reflecting a year-on-year increase of 11,949.39%. The company's operating revenue reached 3,480.23 million yuan, up 126.31% [1]. - Guangxi Energy reported earnings per share of 0.043 yuan, with a net profit of 62.99 million yuan, showing a significant year-on-year increase of 3,704.04%. However, its operating revenue was 393,163.40 million yuan, down 76.48% [1]. - Siwei Technology achieved earnings per share of 0.98 yuan, with a net profit of 39.27 million yuan, marking a year-on-year increase of 2,662.76%. The operating revenue was 596,814.79 million yuan, up 108.87% [1]. - Other notable companies include Andis Su with a net profit of 1,204.33 million yuan (up 2,208.66%) and operating revenue of 1,553,427.50 million yuan (up 17.83%) [1]. Additional Company Insights - Petty Holdings reported a net profit of 182.21 million yuan, reflecting a year-on-year increase of 1,742.81%, with operating revenue of 165,904.03 million yuan, up 17.56% [1]. - The performance of ST Shengda showed a net profit of 11.99 million yuan, with a year-on-year increase of 1,190.67%, while its operating revenue was 73,254.96 million yuan, down 5.90% [1]. - Jiangsu Suopu reported a net profit of 21,274.20 million yuan, with a year-on-year increase of 1,029.62%, and operating revenue of 640,253.20 million yuan, up 18.43% [2].

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.1423 | -0.0391 | -263.94 | 0.0228 | | 每股净资产（元） | 1.9 | 2 | -5 | 2.13 | | 每股公积金(元) | 0.43 | 0.44 | -2.27 | 0.52 | | 每股未分配利润(元) | 0.28 | 0.38 | -26.32 | 0.43 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 8.22 | 9.7 | -15.26 | 59.29 | | 净利润(亿元) | -2.09 | -0.57 | -266.67 | 0.33 | | 净资产收益率(%) | -7.22 | -1.94 | -272.16 | 1.08 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 80934.29万股，累计占流通股比： ...