Core Viewpoint - The establishment of Xinjiang Tianfu Ronghui Low Carbon Energy Partnership marks a significant investment in low-carbon technologies, with a total investment of approximately 2.6 billion yuan [1] Group 1: Company Overview - Xinjiang Tianfu Ronghui Low Carbon Energy Partnership is newly established with a focus on carbon reduction, carbon conversion, carbon capture, and carbon storage technology research and development [1] - The partnership's operational scope also includes new materials technology research and development, wind power technology services, and emerging energy technology research and development [1] Group 2: Investment and Funding - The partnership has a total investment amount of around 2.6 billion yuan, indicating strong financial backing for its initiatives [1] - The funding sources include China Kangfu International Leasing Co., Ltd. and Tianfu Energy, showcasing collaboration among key players in the energy sector [1]

证券代码：600509 证券简称：天富能源 公告编号：2025-临 070 新疆天富能源股份有限公司 会议召开时间：2025 年 11 月 18 日（星期二）11:00-12:00 会议召开地点：上海证券交易所上证路演中心 二、说明会召开的时间、地点 关于召开 2025 年第三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： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 11 日（星期二）至 11 月 17 日（星期一） 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（tfrd.600509@163.com）进行提问。公司将在信息披露允许 范围内，在说明会上对投资者普遍关注的问题进行回答。 新疆天富能源股份有限公司（以下简称"公司"）已于 2025 年 10 月 21 日发布公司 2025 年第三季度报告，为便于广大投资者更全 面深入地了解公司 2025 年第三季度经 ...

Core Insights - A new low-carbon energy partnership named Xinjiang Tianfu Ronghui Low-Carbon Energy Partnership (Limited Partnership) has been established, with a capital contribution of approximately 2.6 billion RMB [1][1][1] - The managing partner is Xinjiang Zhongtian Feichi Clean Energy Co., Ltd., and the business scope includes solar power generation technology services, energy storage technology services, and photovoltaic equipment leasing [1][1][1] - The partnership is co-funded by Tianfu Energy (600509), its subsidiary Xinjiang Zhongtian Feichi Clean Energy Co., Ltd., and China Kangfu (833499) [1][1][1]

Core Viewpoint - Tianfu Energy's stock has experienced fluctuations, with a current price of 8.76 CNY per share, reflecting a year-to-date increase of 36.55% but a recent decline over the past 20 days [1][2]. Financial Performance - For the period from January to September 2025, Tianfu Energy reported a revenue of 5.929 billion CNY, a year-on-year decrease of 12.10%, and a net profit attributable to shareholders of 374 million CNY, down 24.23% compared to the previous year [2]. Shareholder Information - As of October 31, 2025, the number of shareholders for Tianfu Energy stands at 70,000, with an average of 19,634 circulating shares per shareholder, showing no change from the previous period [2]. Stock Market Activity - On November 10, 2025, Tianfu Energy's stock saw a decline of 2.01% during trading, with a trading volume of 209 million CNY and a turnover rate of 1.71% [1]. Capital Flow - The net outflow of main funds was 6.09 million CNY, with large orders showing a buy of 51.55 million CNY and a sell of 50.56 million CNY, indicating active trading [1]. Business Overview - Tianfu Energy, established on March 28, 1999, and listed on February 28, 2002, operates primarily in power and heat production, natural gas supply, urban water supply, and construction [1]. The revenue composition is 80.82% from industrial, 13.58% from commercial, 4.42% from construction, and 1.17% from other sources [1].

Group 1 - The core point of the article is that Tianfu Energy (600509) reported having approximately 70,000 registered shareholders as of October 31 [1]

Group 1 - The company Tianfu Energy (600509) reported that as of September 30, the number of registered shareholders was 77,904 [1]

Core Viewpoint - The company has reached a preliminary agreement with Hoshine Silicon Industry and Hoshine Silicon Materials regarding the repayment plan for some accounts receivable, while the case with Tianshan Aluminum is still under judicial review after two court hearings [1] Group 1 - The company has established a repayment plan for part of the accounts receivable with Hoshine Silicon Industry and Hoshine Silicon Materials [1] - The case with Tianshan Aluminum has undergone two court hearings and is currently in the trial process [1]

Core Viewpoint - Tianfu Energy's stock has shown significant fluctuations, with a year-to-date increase of 40.76% and a recent 5-day increase of 9.45%, despite a decline over the past 20 days [1][2] Group 1: Stock Performance - As of November 6, Tianfu Energy's stock price reached 9.03 CNY per share, with a market capitalization of 12.411 billion CNY [1] - The stock has experienced a net inflow of 2.6048 million CNY from main funds, with large orders contributing significantly to buying activity [1] - Year-to-date, the stock has increased by 40.76%, with a recent 5-day increase of 9.45% and a 20-day decline of 3.32% [1] Group 2: Financial Performance - For the period from January to September 2025, Tianfu Energy reported a revenue of 5.929 billion CNY, a year-on-year decrease of 12.10%, and a net profit of 374 million CNY, down 24.23% year-on-year [2] - The company has distributed a total of 1.812 billion CNY in dividends since its A-share listing, with 293 million CNY distributed over the past three years [2] Group 3: Shareholder Structure - As of October 20, the number of shareholders for Tianfu Energy decreased by 12.50% to 70,000, while the average number of circulating shares per person increased by 14.29% to 19,634 shares [2] - Notable institutional shareholders include Southern CSI 1000 ETF and Hong Kong Central Clearing Limited, with some new entries and reductions in holdings among the top shareholders [2]

Market Performance - On November 5, the Xinjiang state-owned enterprise reform sector rose by 1.08% compared to the previous trading day, with Western Gold leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Key stocks in the Xinjiang state-owned enterprise reform sector showed the following performance: - Western Gold (601069) closed at 27.39, up 3.55% with a trading volume of 252,400 shares and a turnover of 682 million yuan [1] - Xinjiang Tianye (600075) closed at 4.91, up 2.08% with a trading volume of 292,800 shares and a turnover of 143 million yuan [1] - Other notable stocks include: - Zhun Oil (002207) at 8.38, up 1.95% [1] - Western Animal Husbandry (300106) at 11.53, up 1.86% [1] Capital Flow - The Xinjiang state-owned enterprise reform sector experienced a net outflow of 863,300 yuan from main funds, while speculative funds saw a net inflow of 42.82 million yuan, and retail investors had a net outflow of 41.96 million yuan [2][3] - Specific stock capital flows included: - Western Gold had a main fund net outflow of 23.03 million yuan and a speculative fund net inflow of 43.15 million yuan [3] - Liti New Energy (001258) had a main fund net inflow of 21.27 million yuan [3]

Market Overview - On November 4, the Xinjiang state-owned enterprise reform sector declined by 0.37% compared to the previous trading day, with Western Gold leading the decline [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Stock Performance - Notable gainers in the Xinjiang state-owned enterprise reform sector included: - Xiyu Tourism (300859) with a closing price of 41.36, up 5.75% and a trading volume of 186,200 shares, totaling 758 million yuan [1] - Tianfu Energy (600509) closed at 8.74, up 5.05% with a trading volume of 861,100 shares, totaling 740 million yuan [1] - Lide New Energy (001258) closed at 8.23, up 2.62% with a trading volume of 423,300 shares, totaling 347 million yuan [1] - Conversely, Western Gold (601069) led the decliners with a closing price of 26.45, down 3.54% and a trading volume of 148,900 shares, totaling 396 million yuan [2] Capital Flow Analysis - The Xinjiang state-owned enterprise reform sector experienced a net outflow of 24.1 million yuan from institutional investors, while retail investors saw a net inflow of 23.8 million yuan [2] - Key stocks with significant capital flow included: - Tianfu Energy (600509) had a net inflow of 87.3 million yuan from institutional investors, but a net outflow of 56.3 million yuan from retail investors [3] - Xiyu Tourism (300859) saw a net inflow of 62.8 million yuan from institutional investors, with a net outflow of 81.5 million yuan from retail investors [3] - North New Road Bridge (002307) had a net inflow of 26.3 million yuan from institutional investors, while retail investors experienced a net outflow of 25.5 million yuan [3]