Project Overview - The company has recently received a bid result announcement for the Gansu Energy Chemical Qinyang 2×660MW coal power project cooling tower EPC project [1] - The project involves the construction of two 660MW ultra-supercritical air-cooled coal-fired generating units, along with desulfurization, denitrification, dust removal facilities, and other associated infrastructure [1][2] - The project aims to enhance the transmission capacity of the Northwest power grid and supports carbon neutrality initiatives by improving peak shaving capabilities [1] Bid Details - The bidding scope includes design, manufacturing, procurement, transportation, project management, construction, installation, commissioning, acceptance, technical services, training, and performance quality assurance [2] - The total bid amount is approximately RMB 236.98 million [2] - The project is located in Qinyang County, Gansu Province [2] Impact on the Company - The project is expected to contribute 1.82% to the company's operating revenue [2] - There are no related party transactions between the company and its subsidiaries regarding this project, ensuring the company's operational independence [2] Additional Information - As of the announcement date, the company has received the bid result document but has not yet signed a formal contract, which may lead to changes in contract parties and terms [2] - The company will fulfill its information disclosure obligations in accordance with relevant regulations as the project progresses [2]

| 证券代码：600481 | 证券简称：双良节能 | 公告编号：2025-038 | | --- | --- | --- | | 转债代码：110095 | 转债简称：双良转债 | | 双良节能系统股份有限公司 关于收到中标结果的公告 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个别及连带责任。 双良节能系统股份有限公司（以下简称"公司"）于近日收到招标代理机构 山东鲁电国际贸易有限公司送达的《中标结果公告》，现就有关情况公告如下： 一、项目概况 项目名称：甘肃能化庆阳 2×660MW 煤电项目工程间冷塔 EPC 工程招标项目 招标人：山东电力工程咨询院有限公司 招标代理机构：山东鲁电国际贸易有限公司 中标人：双良节能系统股份有限公司 中建研科技股份有限公司 河南省第二建设集团有限公司 敬请广大投资者谨慎决策，注意防范投资风险。 项目介绍：根据互联网信息，甘肃能化庆阳 2×660MW 煤电项目工程间冷塔 EPC 工程为新建项目，新建 2×660MW 超超临界空冷燃煤发电机组，两机一塔， 同步建设脱硫、脱硝、除尘装置、配电装置、灰场、 ...

Core Viewpoint - The company, Shuangliang Energy (600481), has won a bid for the EPC project of the cooling tower for the Gansu Energy Chemical (000552) Qinyang 2×660MW coal power project, with a total bid amount of RMB 237 million, which represents 1.82% of the company's audited revenue for 2024 [1] Summary by Category - **Project Details** - The project involves the construction of two 660MW ultra-supercritical air-cooled coal-fired generating units, along with the installation of desulfurization, denitrification, and dust removal equipment [1] - The project is located in Qinyang County, Qinyang City, Gansu Province [1] - **Financial Impact** - The total bid amount for the project is RMB 237 million [1] - This amount constitutes 1.82% of the company's audited revenue for the year 2024 [1]

Core Viewpoint - The article emphasizes the significance of the SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference, showcasing the advancements in zero-carbon solutions and the role of dual-good in promoting sustainable energy practices globally [1][8]. Group 1: Event Overview - The SNEC PV+ 2025 conference in Shanghai featured over 3,600 companies from 95 countries, with international exhibitors making up 30% of the participants, highlighting its global influence in the photovoltaic industry [1]. - Dual-good presented its "zero-carbon wisdom symbiosis" concept, offering comprehensive solutions for zero-carbon parks, integrating manufacturing capabilities in photovoltaic, hydrogen, energy storage, and electricity utilization [1][2]. Group 2: Zero-Carbon Park Solutions - Dual-good's zero-carbon park solution includes a customized "light-hydrogen-storage" system, utilizing rooftop solar power for direct supply, green hydrogen production for industrial use, and large-scale liquid-cooled energy storage for grid peak shaving [2][5]. - The company has developed a carbon management platform for real-time monitoring of energy flow and carbon emissions, enhancing operational efficiency and energy savings [2][6]. Group 3: Technological Innovations - Dual-good's photovoltaic modules have a market share exceeding 65% in polysilicon reduction furnaces, with a production capacity of nearly 100GW for monocrystalline silicon wafers, ranking among the top three in the industry [4]. - The company has achieved significant certifications for its high-efficiency photovoltaic components, ensuring product quality and expanding its market presence in countries like South Korea, Italy, and Brazil [4]. Group 4: International Expansion and Recognition - Dual-good has established 11 global subsidiaries and offices, serving over 100 countries in various sectors, including photovoltaic, hydrogen, and CO2 storage, and has formed strategic partnerships with international companies [8]. - The company was recognized in the "Global New Energy ESG Top 100" and the 2025 Fortune China ESG Influence List, reflecting its commitment to sustainable development practices [8]. Group 5: Future Outlook - Dual-good aims to continuously optimize its zero-carbon park solutions and collaborate with global partners to build a sustainable zero-carbon ecosystem, contributing to global climate governance [9].

Group 1 - The company has signed a daily operational contract with a total amount of RMB 450 million [5][9] - The contract involves the supply of a green hydrogen production system for a project with a capacity of 72,000 Nm3/h, featuring industry-leading electrolyzer output [5] - The contract is expected to positively impact the company's current and future performance, accounting for 3.45% of the company's audited revenue for 2024 [9] Group 2 - The buyer, Hongyang New Energy Development Group Jilin Co., Ltd., has a good credit rating and履约能力, with no related party relationship with the company [6][9] - The payment will be made through bank transfer or electronic acceptance bill, following a prepayment-delivery-payment-commissioning acceptance model [8] - The contract will take effect upon signing and stamping by authorized representatives of both parties [8] Group 3 - The contract includes a quality guarantee period of one year from the date of successful installation and commissioning [8] - The company emphasizes that the contract's execution will not affect its operational independence or create business dependency [9] - The company will face potential risks related to contract performance, including external macroeconomic changes and material price fluctuations [10]

Core Insights - The SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference in Shanghai showcased over 3,600 companies from 95 countries, highlighting its significance in the global photovoltaic industry [1] - The company presented its "Zero Carbon Smart Symbiosis" concept, emphasizing a comprehensive solution for zero-carbon parks that integrates manufacturing capabilities in photovoltaic, hydrogen, energy storage, and electricity utilization [1][2] - The development of zero-carbon parks is positioned as a key pathway for industrial carbon neutrality, with the potential for large-scale promotion and becoming a core competitive advantage for enterprises [1][4] Company Solutions - The company offers a customized "Light-Hydrogen-Storage" system for power generation, utilizing rooftop photovoltaic power for direct supply, green hydrogen production for industrial use, and large-scale liquid-cooled energy storage for grid peak regulation [1][5] - In energy efficiency, the company leverages over 40 years of experience in energy-saving technologies, employing green electricity devices and waste heat recovery to enhance energy utilization [1][5] - The company has developed a carbon management platform for real-time monitoring of energy flow and carbon emissions, enabling precise control and efficient management [1][6] Market Position and Recognition - The company has a leading position in the photovoltaic sector, with over 65% market share in polysilicon reduction furnaces and nearly 100 GW capacity in monocrystalline silicon wafers, ranking among the top three in the industry [4] - The company was recognized in the "PVBL2025 Global Photovoltaic Brand Value Top 20" and "PVBL2025 Global Photovoltaic Top 100" lists [4] - The company’s products have received multiple certifications and are sold in international markets, including South Korea, Italy, and Brazil, demonstrating strong global demand [4] Technological Innovations - The company’s centralized immersion liquid cooling system for energy storage achieves over 50% energy savings and maintains temperature control precision within ±0.2°C, enhancing battery safety and lifespan [5] - The company has established a 5 GW electrolyzer manufacturing base and developed the world's largest single hydrogen production alkaline electrolyzer, showcasing its technological advancements in green hydrogen production [5] - Continuous innovation in green electricity applications, including low-energy consumption products and waste heat recovery technologies, supports energy efficiency and carbon reduction [5] International Strategy - The company emphasizes internationalization as a strategic direction, establishing 11 global subsidiaries and offices, and serving over 100 countries in various fields including photovoltaic, hydrogen, and CO2 storage [8] - The company has formed strategic partnerships with international firms, enhancing its global presence and reputation [8] - Recognition in global ESG rankings underscores the company's commitment to sustainable development, which is increasingly becoming a standard for international business [8] Future Outlook - The company aims to optimize its zero-carbon park solutions and collaborate with global partners to build a sustainable zero-carbon ecosystem, contributing to global climate governance [9]

Group 1 - Shuangliang Energy signed a sales contract worth 450 million RMB for a green hydrogen system with Hongyang New Energy, indicating a significant breakthrough in the green hydrogen production sector [1] - The green hydrogen production capacity from the contract is 72,000 Nm³/h, which is expected to positively impact the company's total assets, net assets, and net profit in the current and future years [1] - This collaboration enhances Shuangliang Energy's market expansion and technical experience accumulation in the green hydrogen business, solidifying its position in the renewable energy sector [1] Group 2 - Tinci Materials announced plans to invest in a comprehensive production base for electrolyte and raw materials in Morocco, with a total investment of approximately 2.8 million USD [2] - The project aims to produce 150,000 tons of electrolyte products annually, which will help the company expand its production capacity and ensure a stable supply of key raw materials [2] - This investment reflects Tinci Materials' confidence in the new energy industry and is expected to strengthen its leadership position in the global electrolyte market [2] Group 3 - Jinying Co. clarified that it is not involved in solid-state battery business, addressing recent stock price fluctuations due to market speculation [3] - The company's lithium battery materials business generated revenue of 21.72 million RMB in 2024, accounting for only 1.70% of its main business income, indicating a relatively small impact on overall performance [3] - The company confirmed that there are no undisclosed significant matters concerning its major shareholders or actual controllers, which may alleviate market concerns regarding internal information [3]

Group 1 - Xinyu Securities clarified that it has not received any written or verbal information regarding a merger with Huafu Securities, and there are no significant undisclosed matters related to the merger [2] - Keda Li plans to jointly invest with Weichuang Electric and others to establish Suzhou Yizhi Intelligent Drive Technology Co., Ltd. with a registered capital of 50 million yuan, where Keda Li will contribute 15 million yuan for a 30% stake [2] - Shuangliang Energy signed a sales contract worth 450 million yuan for a green hydrogen production system, which is expected to positively impact the company's assets and net profit [3] Group 2 - Hesheng New Materials intends to invest 250 million yuan in Yizhi Electronics, acquiring a 10% stake in a company specializing in ARM server processor chips [4] - Junshi Biosciences received acceptance for a clinical trial application for JT118 injection, a vaccine aimed at preventing monkeypox virus infection [5] - Tinci Materials plans to invest approximately 2.8 million USD to build an integrated production base for electrolytes and raw materials in Morocco, with an annual production capacity of 150,000 tons [6] Group 3 - Beikong Technology's static and rolling P/E ratios are higher than the industry average, indicating potential overvaluation [7] - Qingdao Bank announced that Qingdao Guoxin Group intends to increase its stake in the bank to a maximum of 19.99% through its subsidiaries, pending regulatory approval [8] - Xiamen Airport reported an 8.34% year-on-year increase in passenger throughput for May, while Hubei Energy's power generation increased by 2.27% [9]

Suspension and Resumption of Trading - *ST Yazhen has repeatedly triggered abnormal stock trading fluctuations and will be suspended for verification starting tomorrow [1] Investment Cooperation and Operating Conditions - Hesheng New Materials plans to invest 250 million yuan to increase its stake in Yizhi Electronics, expecting to hold 10% of the company post-investment. Yizhi Electronics specializes in the R&D, design, and sales of high-end processors for servers and workstations, providing chip product solutions [2] - Xingye Securities has not received any information regarding a merger with Huafu Securities [2] - Keda Li intends to jointly invest with Weichuang Electric to establish Suzhou Yizhi Intelligent Drive Technology Co., focusing on the market potential of embodied intelligent robots [2] - Tianfu Communication's 1.6T optical engine product is in a stable delivery phase, with smooth progress on related CPO products [2] - Shuangliang Energy has signed a sales contract for a 450 million yuan green hydrogen production system [2] - Junshi Biosciences' subsidiary JT118 injection clinical trial application has been accepted, aimed at preventing monkeypox virus infection [3] - Xingsen Technology plans to participate in the purchase of a 24% stake in its subsidiary Xinke Semiconductor [4] - Tianci Materials intends to invest approximately 280 million USD to build an integrated production base for electrolytes and raw materials in Morocco [5] - Shaanxi Construction has won a bid for a melamine project in Indonesia worth 2.137 billion yuan, with an annual production capacity of 120,000 tons [6] - Changyuan Donggu has received a notification from a well-known domestic automaker, confirming it as a designated supplier for a series of engine cylinder block semi-finished products, with total sales expected to be between 450 million and 500 million yuan [6]

| 证券代码：600481 | 证券简称：双良节能 | 公告编号：2025-037 | | --- | --- | --- | | 转债代码：110095 | 转债简称：双良转债 | | 双良节能系统股份有限公司 合同金额：人民币 45,000 万元 交货期限：双方协商按实际交付内容约定交货期。 对上市公司当期业绩的影响：若本合同顺利履行，对公司当期及未来业 绩将产生一定积极影响，且不影响公司经营的独立性。 特别风险提示： 1、履约风险：合同双方均具有良好的履约能力，在未来合同履行过程中如 果遇到外部宏观环境重大变化、国家有关政策变化、客户项目调整、原材料价格 的大幅波动以及其他不可预见或不可抗力等因素，有可能会导致合同无法全部履 行或公司盈利不达预期。 2、违约风险：如因公司原因或者其他非买方原因导致迟延交付设备或所供 设备未能通过买方验收等情形，可能存在公司承担赔偿损失的风险。 关于全资子公司签订日常经营合同的公告 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个别及连带责任。 重要内容提示: 合同类型及金额： 合同类型：日常经营性 ...