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： 公司及下属公司收到的与收益相关的政府补助共计人民币152,500,000.00元。 一、获得补助的基本情况 （一）获得补助概况 股票代码：600617 900913 股票简称：国新能源 国新 B 股 编号：2025-002 山西省国新能源股份有限公司 关于公司及下属公司收到政府补助的公告 2025年2月8日，公司及下属公司收到与收益相关的政府补助合计金额为人民币 152,500,000.00元，占公司最近一期经审计归属于上市公司股东净利润的195.55%。 （二）具体补助情况 单位：元 | 序号 | | | 获得补助时间 | | | | 补助类型 | 补助金额 | 占公司最近一期经审计净利 润或者净资产的比例（%） | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 2025 | 年 | 2 | 月 | 8 | 日 | 与收益相关 | 22,500,000.00 | 28.85 ...

Core Insights - By the end of 2024, China's installed capacity of renewable energy, primarily wind and solar power, is expected to reach 1.45 billion kilowatts, surpassing the installed capacity of thermal power for the first time [1] - In 2024, the combined new installed capacity of wind and solar power is projected to be 36 million kilowatts, accounting for 82.6% of the total new power generation capacity [1] - The pace of China's energy transition towards greener sources continues to accelerate [1]

Group 1 - The core viewpoint is that China's new energy vehicle (NEV) industry has reached a significant milestone, with annual production and sales exceeding 10 million units for the first time in 2024, maintaining its position as the global leader for ten consecutive years [1] - In 2024, China's electric vehicle exports surpassed 2 million units for the first time, indicating strong product competitiveness and a significant presence in the global automotive market [2] - To gain global consumer recognition, Chinese NEVs must go beyond mere product exportation and address the diverse preferences and cultural needs of international consumers [3] Group 2 - Conducting professional automotive testing in various global climates is essential for demonstrating the quality and technology of Chinese NEVs, with recent tests covering over 90 models across multiple continents [4] - The results from global winter testing provide consumers with a clearer understanding of vehicle performance, while also offering manufacturers insights for product improvement [5] - Enhancing the international image and brand influence of Chinese NEVs is crucial for establishing a solid foundation for gaining global consumer loyalty [6] Group 3 - To truly earn global recognition and respect, Chinese NEVs must focus on quality and standards amidst fierce international competition [7]

Core Insights - In 2024, China's annual production and sales of new energy vehicles (NEVs) are projected to reach 12.888 million and 12.866 million units, respectively, maintaining the global leadership in NEV production and sales for ten consecutive years [1][2] - Over the past decade, China's NEV production has surged from tens of thousands to millions, with exports to over 70 countries and regions, establishing a strong global presence [1] - The average range of NEVs in China has approached 500 kilometers, supported by a comprehensive and efficient industrial system that supplies 70% of global battery materials and 60% of power batteries [1] Industry Developments - China has built the world's largest charging network, with 12.818 million charging piles and 4,443 battery swap stations, enabling fast charging technology that allows 80% charge in 15 minutes [1] - Future initiatives will focus on advancing key technologies such as new battery systems, implementing policies for vehicle trade-ins and tax exemptions for NEVs, and developing guidelines for battery swap models [2] - The government aims to enhance market competition, optimize the industrial ecosystem, and support leading enterprises in improving quality and efficiency [2]

Financial Performance Expectations - The company expects a net profit attributable to shareholders of the parent company for 2024 to be between -370 million and -300 million CNY, indicating a loss compared to a net profit of 77.99 million CNY in the same period last year [3]. - The projected net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be between -620 million and -550 million CNY [5]. - In the previous year, the total profit was 195.11 million CNY, with a net profit attributable to shareholders of 77.99 million CNY, and a net profit after deducting non-recurring gains and losses of -119.33 million CNY [7]. Market Conditions and Impact - The primary reasons for the expected loss include a significant decrease in gas consumption due to higher temperatures in 2024, leading to reduced procurement by traditional users [9]. - The industrial demand in Shanxi Province saw a decline, with a 0.9% decrease in the added value of industrial enterprises above designated size in the first three quarters of 2024, impacting the company's sales volume [9]. - The manufacturing sector experienced a 2.4% decline, particularly affecting downstream users such as coking, glass, and refractory materials, further reducing market consumption [9]. - The overall market saturation and competition from lower-priced alternative energy sources have negatively impacted the company's gas sales volume [9]. Caution and Disclosure - The company emphasizes that the performance forecast is based on preliminary calculations and has not been audited by registered accountants [10]. - Investors are advised to be cautious as the forecast data is subject to change and the final audited financial data will be disclosed in the 2024 annual report [11]. - The announcement was made by the board of directors on January 17, 2025 [13].

财联社1月17日电，据公安部统计，2024年全国机动车保有量达4.53亿辆，其中汽车3.53亿辆；机动车驾 驶人达5.42亿人，其中汽车驾驶人5.06亿人。 2024年全国新注册登记机动车3583万辆，新领证驾驶人2226万人。 机动车新注册登记量连续10年超过3000万辆，新注册登记汽车2690万辆。 2024年全国新注册登记机动车3583万辆，比2023年增加104万辆，增长2.98%。 其中，新注册登记汽车2690万辆，比2023年增加234万辆，增长9.53%。 自2015年以来，机动车新注册登记量已连续10年超过3000万辆。 ...

Core Insights - In 2024, China's automobile production and sales reached 31.28 million and 31.44 million units respectively, marking a growth of 3.7% and 4.5% compared to the previous year, maintaining its position as the world's largest automobile market for 16 consecutive years [4][6][9] Group 1: Overall Market Performance - The total automobile production and sales exceeded 31 million units, with production at 31.28 million and sales at 31.44 million, reflecting a significant growth trend [4][6] - The sales of passenger vehicles reached 25.58 million, showing a growth of 1.6%, indicating a release of consumer potential [4][6] Group 2: New Energy Vehicles (NEVs) - In 2024, NEV production and sales surpassed 12.88 million and 12.86 million units respectively, with growth rates of 34.4% and 35.5% [5][6] - NEVs accounted for 40.9% of total vehicle sales, an increase of 9.3 percentage points from 2023, with over 50% of new passenger vehicle sales being NEVs for six consecutive months [5][6] Group 3: Export Performance - Despite external pressures, China's automobile exports grew by 19.3% in 2024, reaching 5.859 million units, with passenger vehicle exports at 4.955 million and commercial vehicle exports at 904,000 [6][7] - NEV exports reached 128,400 units, marking a growth of 6.7%, with hybrid and extended-range vehicles gaining recognition in overseas markets [6][7] Group 4: Future Trends and Innovations - The automotive industry is focusing on smart technology, with over 60% of new NEVs equipped with L2-level or higher intelligent driving assistance systems in 2024 [8] - The integration of AI technology in vehicles is expected to enhance competitiveness and reduce costs, with significant collaborations and mergers anticipated in the industry [8][9]

财联社1月6日电，国家发展改革委、国家能源局印发《电力系统调节能力优化专项行动实施方案（2025 —2027年）》。 其中提到，到2027年，电力系统调节能力显著提升，各类调节资源发展的市场环境和商业模式更加完 善，各类调节资源调用机制进一步完善。 通过调节能力的建设优化，支撑2025—2027 年年均新增2亿千瓦以上新能源的合理消纳利用，全国新能 源利用率不低于90%。 ...

2030年中国新能源渗透率预计突破80%。 （财联社记者 张屹鹏） 财联社12月29日电，长安汽车董事长朱华荣今日表示，2024年中国新能源渗透率预计为47.2%，预计 2025年中国汽车销量将突破3200万辆，同比增长3.2%，2030年预计超过3500万辆。 在出口方面，中国汽车出口总量2025年预计为680万辆，同比增长13.3%。 ...

Core Insights - The domestic automotive market in China has achieved record production and sales in November, with 3.437 million vehicles produced and 3.316 million sold, marking a month-on-month increase of 14.7% and 8.6%, respectively, and a year-on-year increase of 11.1% and 11.7% [1] - The market share of new energy vehicles (NEVs) has consistently exceeded 50% for four consecutive months since August 2024, indicating a significant acceleration in the adoption of NEVs in China [1] - The transition to new energy vehicles is crucial for China's energy security, reducing dependence on foreign oil and promoting a shift in the energy structure [2] Market Dynamics - The domestic NEV market is shifting from incremental competition to stock competition, leading to a "Matthew effect" where resources and market share are increasingly concentrated among leading companies, while weaker competitors face accelerated elimination [3] - The industry is expected to undergo structural adjustments, focusing on optimizing existing capacities and upgrading early-stage electric vehicle production that lacks economies of scale [4][9] - The cumulative sales of NEVs in China reached 10.121 million units in the first 11 months of the year, representing a year-on-year growth of 40.3% [5] Industry Growth - The NEV industry in China has seen rapid growth, with production increasing from 78,000 units in 2014 to over 9.5 million units in 2023, marking a significant leap into a new phase of marketization and industrialization [6] - The transition from policy-driven growth to market-driven expansion is evident, with significant investments in battery technology and infrastructure [17] - The expected total automotive sales for 2024 in China is projected to exceed 31 million units, with NEV sales anticipated to surpass 13 million units, a significant upward revision from previous forecasts [16] Technological Innovation - The automotive industry is entering a "Moor Era," where innovation speed is critical, and companies must launch new products every 12 to 18 months [11] - In 2024, innovative battery technologies such as lithium iron manganese batteries and high-voltage fast-charging models are expected to see increased application [12] - The development of domestic operating systems for vehicles is gaining momentum, with major players like Huawei and Xiaomi entering the market, indicating a competitive landscape for smart connected vehicles [12] Future Outlook - The NEV industry is entering a deep restructuring phase, with an anticipated acceleration in market consolidation and the emergence of several major brands [18] - The battery production capacity is expected to enter a release phase, leading to investment slowdowns and price declines [19] - The focus on technological innovation is essential for the industry to maintain competitiveness and drive future growth [20][22]