登录新浪财经APP 搜索【信披】查看更多考评等级 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11月07日 （星期五） 13:00-14:00 ●会议召开地点：证 券 日 报 网 路 演 平 台（网址：http://www.zqrb.cn/huiyi/lyhd/index.html） ●会议召开方式：网络文字互动 ●投资者可于2025年11月06日 （星期四）16:00前通过公司邮箱jndl@powerbeijing.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。 北京京能电力股份有限公司（以下简称"公司"）已于2025年10月25日发布公司2025年三季度报告，为便 于广大投资者更全面深入地了解公司2025年三季度经营成果、财务状况，公司计划于2025年11月07日 （星期五）13:00-14:00举行2025年三季度业绩说明会，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网络互动形式召开，公司将针对2025年三季度的经营成果及财务指标的具 ...

Group 1 - Beijing Jingneng Power Co., Ltd. will hold its Q3 2025 performance briefing on November 7, 2025, from 13:00 to 14:00 [2] - The event will be conducted in a remote text-based format, allowing investors to participate actively [2] - The company encourages investor participation in the upcoming performance briefing [2]

Core Insights - Beijing's heating system is preparing for the upcoming heating season with significant advancements in smart heating technology [1][3] - The heating dispatch has been upgraded to a "half-hourly scheduling" system, allowing for precise control and real-time adjustments based on demand [5][6] - The total area of smart heating has increased by 25 million square meters, building on previous upgrades [5][6] Group 1: Smart Heating System Enhancements - The heating system has implemented nine core modules for smart monitoring, scheduling, load forecasting, and performance assessment [3] - Advanced load forecasting algorithms integrate environmental data and historical usage patterns to optimize heating supply [3][5] - The system can automatically generate daily heating plans and adjust in real-time, enhancing operational efficiency [3][5] Group 2: Infrastructure and Capacity Improvements - Twelve smart heating stations and 46 situational awareness heating stations have been upgraded, along with 12 unmanned boiler rooms [6] - The new installations allow for remote monitoring and precise adjustments, addressing issues of uneven heating [6][8] - The Luqu North Heavy Source Plant has integrated smart monitoring for its 18 gas-fired boilers, ensuring reliable heating supply [8] Group 3: Emergency Preparedness and Equipment Readiness - Seven gas-fired thermal power plants in Beijing have completed preparations for the heating season, focusing on equipment maintenance and risk assessment [9][11] - The plants have conducted extensive inspections and repairs on critical systems to ensure readiness [11][13] - Emergency response capabilities have been enhanced, allowing for rapid water supply in case of emergencies [13]

Core Points - Beijing Thermal Group is fully preparing for the upcoming heating season, prioritizing the operation of heating stations and boiler rooms related to vulnerable groups and areas with concentrated heating demands from the previous season [1][3] - The company has completed maintenance on 19 core units across 7 gas power plants, ensuring optimal operational conditions at the start of the heating season [6] Group 1: Heating System Preparation - The heating area managed by Beijing Thermal has reached 376 million square meters, serving 2.3 million users with 536 boiler rooms and 5,350 heating stations [3] - A detailed scheduling system has been implemented, dividing the day into 48 time slots to match heating output with actual demand based on weather predictions [3][11] Group 2: Infrastructure Improvements - Over 40,000 equipment repairs and upgrades have been conducted, including the renovation of 555 kilometers of old heating pipelines and safety inspections of 12,700 heating small rooms [5] - The new Lugu North Peak Heating Source Plant, with a capacity of 522 MW and a heating area of approximately 13.05 million square meters, will officially start operation this heating season [7][9] Group 3: Smart Heating Initiatives - The company is advancing smart heating systems, having completed upgrades covering nearly 100 million square meters, with 25 million square meters added this year [11] - The implementation of intelligent monitoring systems in boiler rooms allows for real-time parameter tracking and emergency response capabilities, enhancing the resilience of the heating system [9][11]

供热季即将开启，京能集团所属北京热力正在全力备战今冬明春供热。在供热启动阶段，将坚持分批有 序的原则，优先对上一个供热季诉求集中，以及"一老一小"相关的热力站、锅炉房投入运行，确保重点 区域供热需求得到保障。而本市7家燃气电厂19台核心机组目前也已全部检修完毕，确保供热季开始就 能以最好的状态运转。 7家燃气电厂19台核心机组完成检修 北京京西燃气热电有限公司的厂房车间内，汽轮发电机组等机器设备正发出低沉而稳定的嗡鸣声。作为 北京四大热电中心——西北热电中心的重要组成部分，京西热电以发电和供热为主要业务，供热面积可 达1800万平方米，在西部热网中占比超过1/3。 京能集团所属清洁能源京西热电发电运行部部长宫志鹏告诉记者，为确保迎峰度冬等关键时期机组供应 稳定，京西热电10月14日完成全厂机组及热网系统544项检修项目，消除设备隐患；对热网抽汽管道、 热网循环泵及液力耦合器、疏水泵、热网系统阀门等进行了21项检修保养并完成试运行，确保供热辅机 系统稳定，目前机组检修后运行良好。"目前，已具备随时投入供热的条件。" 不仅京西热电，记者从京能集团了解到，本市7家燃气电厂19台核心机组目前已全部检修完毕，确保供 热 ...

证券代码：600578 证券简称：京能电力 公告编号：2025-45 会议召开方式：网络文字互动 北京京能电力股份有限公司 关于召开 2025 年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： 会议召开时间：2025 年 11 月 07 日 （星期五） 13:00-14:00 会 议 召 开 地 点 ： 证 券 日 报 网 路 演 平 台 （ 网 址 ： http://www.zqrb.cn/huiyi/lyhd/index.html） 投资者可于 2025 年 11 月 06 日 （星期四）16:00 前通过公司邮箱 jndl@powerbeijing.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。 北京京能电力股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日发布公司 2025 年三季度报告，为便于广大投资者更全面 深入地了解公司 2025 年三季度经营成果、财务状况，公司计划于 2025 年 11 月 07 日（星期五）13:00-14:0 ...

Core Insights - The registered capital of Huadian (Zhejiang) New Energy Co., Ltd. increased from approximately 128 million RMB to about 445 million RMB, representing a growth of approximately 247% [1] - Several key personnel changes occurred alongside the capital increase [1] Company Overview - Huadian (Zhejiang) New Energy Co., Ltd. was established in June 2022 and is wholly owned by Huadian New Energy [1] - The company’s legal representative is Li Yiwen [1] - The business scope includes power generation, transmission, distribution, and related technical services for wind and solar energy, as well as energy management services [1]

盈利预测与估值：我们预计2025-2027年公司分别实现归母净利润37/42/45亿元，同比分别变化 +116.29%/+13.35%/+5.77%， 2025 年10 月24 日股价对应PE 分别为8.75/7.72/7.30 倍。维持"强烈推荐"评 级。 风险提示：火电需求不及预期的风险，煤价大幅上涨风险，火电电价下跌风险，项目投运节奏不及预期 风险。 事件：公司发布2025 年三季度报告，2025 年前三季度公司实现营业收入261.60 亿元，同比+0.49%；实 现归母净利润31.70 亿元，同比+125.66%。 其中，2025 年Q3 公司实现营业收入90.80 亿元，同比-0.55%；实现归母净利润12.21 亿元，同比 +141.73%。 三季度火电电量同比转正，整体电价水平保持坚挺。根据公司发布的2025年前三季度电量情况公告， 2025 年前三季度公司下属控股各运行发电企业累计完成上网电量664.69 亿千瓦时，同比-2.91%，其中 火电上网电量为634.21 亿千瓦时，同比-6.05%；新能源上网电量为30.48 亿千瓦时，同比+219.53%。其 中，2025 年Q3 火电上网电量2 ...

Core Viewpoint - The thermal power industry is experiencing a recovery in profitability driven by a decline in thermal coal prices year-on-year and an increase in electricity demand during peak summer months, with companies like Jianneng Power and Jiantou Energy reporting significant profit growth [1][4]. Group 1: Company Performance - Jianneng Power reported a revenue of 26.16 billion yuan for the first three quarters, a year-on-year increase of 0.49%, with a net profit attributable to shareholders of 3.17 billion yuan, up 125.66% [2]. - Waneng Power's third-quarter revenue was 8.59 billion yuan, a 0.56% increase year-on-year, with a net profit of 824 million yuan, reflecting a 60.95% growth [2]. - Jiantou Energy expects a net profit of 1.583 billion yuan for the first three quarters, marking a 231.75% increase year-on-year, primarily due to lower coal prices and reduced operational costs [3]. Group 2: Market Dynamics - The decline in thermal coal prices and the increase in electricity demand during the summer are key factors contributing to the profitability recovery of thermal power companies [4]. - The stability of electricity prices in northern thermal power companies is expected to lead to performance growth that exceeds the industry average [4]. - The National Development and Reform Commission and the National Energy Administration have introduced guidelines to enhance the electricity market system, indicating a shift towards a more market-oriented approach [4]. Group 3: Coal Price Trends - As of October 24, the price of Shanxi-produced thermal coal reached 770 yuan per ton, the upper limit set by the National Development and Reform Commission for long-term coal prices [5]. - Analysts predict that the current round of thermal coal price increases may be nearing an end, but there are concerns about potential supply tightening due to ongoing production checks in coal mines [5]. - The execution of "anti-involution" policies may lead to unexpected increases in coal prices, which could impact the recovery pace of thermal power profitability [5].

Group 1 - The core viewpoint of the news is that Beijing Jingneng Power Co., Ltd. has seen a significant stock price increase of 5.13%, reaching 5.12 CNY per share, with a total market capitalization of 34.276 billion CNY [1] - The company's main business involves the production and sale of electricity and heat, with electricity sales accounting for 89.74% of its revenue, heat sales 9.29%, and other services contributing 0.50% and 0.46% respectively [1] - The trading volume for the stock was 1.95 million CNY, with a turnover rate of 0.58% [1] Group 2 - According to data, a fund under China International Capital Corporation (CICC) holds a significant position in Jingneng Power, with the CICC Growth Navigation Mixed Fund A (019628) owning 118,400 shares, representing 5.13% of the fund's net value [2] - The CICC Growth Navigation Mixed Fund A has achieved a year-to-date return of 20.01%, ranking 4,451 out of 8,226 in its category, and a one-year return of 21.2%, ranking 4,022 out of 8,099 [2] - The fund manager, Ding Yang, has been in position for nearly 5 years, with the fund's total assets amounting to 2.292 billion CNY and a best return of 72.21% during his tenure [3]