Group 1 - The company signed an AI computing power service contract with Wuwen Xinqiong, with a total rental amount of RMB 69.12 million for the first phase, covering a service period of 12 months [1] - The successful delivery of the first phase of the computing power cluster marks a significant step in the integration of computing power and electricity, supporting the cultivation of a second main business and creating new profit growth points [2] - The company aims to transition from a single power station operation to a comprehensive service provider in the green power industry, focusing on the green computing power sector [2] Group 2 - The company has completed the deployment and performance testing of high-performance computing power server clusters, entering the operational service phase as per the contract [1] - Future revenue recognition will be based on the fulfillment of contract obligations and accounting principles, with specific profit amounts subject to audit confirmation [2]

Core Viewpoint - The company JinKai New Energy (金开新能) announced a contract with WuWen XinQiong for AI computing power services, indicating a strategic move into the AI technology sector [1] Group 1: Contract Details - JinKai YiWu, a wholly-owned subsidiary of JinKai New Energy, signed an AI computing power technology service contract with WuWen XinQiong on January 27, 2025 [1] - The total rental amount for the first phase of the contract is RMB 69.12 million (including tax), with a service period of 12 months [1] - The contract includes the provision of computing power, bandwidth resources, storage resources, security resources, and IT operation and maintenance services [1] Group 2: Project Progress - The company has successfully completed the deployment and performance testing of a high-performance computing server cluster [1] - The overall delivery of the first phase of the computing power cluster has been completed, and it has entered the designated operational service phase [1]

Core Viewpoint - The company JinKai New Energy (金开新能) has signed a contract with WuWenXinQiong for AI computing power services, indicating a strategic move into the AI technology sector [1] Group 1: Contract Details - JinKai YiWu, a wholly-owned subsidiary of JinKai New Energy, signed an "AI Computing Power Technology Service Contract" with WuWenXinQiong on January 27, 2025 [1] - The total rental amount for the first phase of the contract is RMB 69.12 million (including tax), with a service period of 12 months [1] - The project is being implemented in two phases, with the first phase already completed [1] Group 2: Project Implementation - Since the signing of the contract, JinKai YiWu has been progressing with the project implementation in an orderly manner [1] - The deployment and performance testing of high-performance computing server clusters have been successfully completed [1] - The overall delivery of the first phase of the computing cluster has been completed, and it has entered the designated operational service phase [1]

Core Viewpoint - Jin Kai New Energy (600821) has signed an Artificial Intelligence Computing Power Technology Service Contract with Wuwen Xinqun (Beijing) Intelligent Technology Co., Ltd. on January 27, 2025, to provide computing power and related resources [1] Group 1 - Jin Kai New Energy's wholly-owned subsidiary, Jin Kai New Energy Yiwuz Digital Technology Co., Ltd., will deliver computing power, bandwidth resources, storage resources, security resources, and IT operation and maintenance services in two phases [1] - The total rental amount for the first phase of the contract is RMB 69.12 million (including tax), with a service period of 12 months [1] - The deployment and performance testing of the high-performance computing server cluster have been successfully completed, and the overall delivery of the first phase computing cluster has been achieved, entering the established operational service phase [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示: ● 被担保人及是否为上市公司关联人：担保人金开新能科技有限公司（以下简称"金开有限"）为金开新 能源股份有限公司（以下简称"公司"）的全资子公司，被担保人湖北昌昊新能源科技有限公司（以下简 称"被担保人"或"湖北昌昊"）、易县慧润新能源科技有限公司（以下简称"被担保人"或"易县慧润"）为 金开有限的全资子公司，上述担保不构成关联担保。 ● 本次担保金额及已实际为其提供的担保余额：金开有限本次为湖北昌昊提供总额不超过23,000万元的 连带责任保证；金开有限本次为易县慧润提供总额不超过38,000万元的连带责任保证。截至本公告披露 日，担保人为被担保人提供的担保余额为0万元（不含本次）。 ● 本次担保是否有反担保：否。 一、担保情况概述 证券代码：600821 证券简称：金开新能 公告编号：2025-053 金开新能源股份有限公司 关于子公司2025年7月提供担保的公告 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。 ● 上述对外担保逾期的累计数量：截至本公告披 ...

??本次担保金额及已实际为其提供的担保余额：金开有限本次为湖北昌昊提供总 额不超过 23,000 万元的连带责任保证；金开有限本次为易县慧润提供总额不超过 ??本次担保是否有反担保：否。 ??上述对外担保逾期的累计数量：截至本公告披露日，公司及子公司实际发生的 对外担保余额为 1,669,450.56 万元（不含本次），占公司最近一期经审计归母净资产 的比例为 179.62%，无逾期对外担保事项。 ??特别风险提示：被担保人湖北昌昊和易县慧润资产负债率超过 70%，请投资者 注意相关风险。 证券代码：600821 证券简称：金开新能 公告编号：2025-053 金开新能源股份有限公司 关于子公司 2025 年 7 月提供担保的公告 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: ??被担保人及是否为上市公司关联人：担保人金开新能科技有限公司（以下简称 "金开有限"）为金开新能源股份有限公司（以下简称"公司"）的全资子公司，被担 保人湖北昌昊新能源科技有限公司（以下简称"被担保人"或"湖北昌昊"）、易县慧 润新 ...

证券代码：600821 证券简称：金开新能 公告编号：2025-052 一、增持主体的基本情况 | 增持主体名称 | 尤明杨 | | | | --- | --- | --- | --- | | 增持主体身份 | 控股股东、实控人 | 是 | 否 | | | 控股股东、实控人的一致行动人 | 是 | 否 | | | 直接持股 5%以上股东 | 是 | 否 | | | 董事、高级管理人员 其他：__________ | 是 | 否 | | 增持前持股数量 | 0 股 | | | | 增持前持股比例 （占总股本） | 0% | | | 金开新能源股份有限公司 关于公司部分董事、高级管理人员及 其他核心骨干员工自愿增持公司股份计划 暨落实"提质增效重回报"行动方案的进展公告 本公司董事会、全体董事及相关股东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： 已披露增持计划情况：金开新能源股份有限公司（以下简称"公司"） 于 2025 年 4 月 30 日披露了《金开新能源股份有限公司关于公司部分 董事、高级管理人员及其他核心骨 ...

金开新能源股份有限公司 关于子公司 2025 年 7 月提供担保的公告 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: 证券代码：600821 证券简称：金开新能 公告编号：2025-053 公司担保额度不超过 90 亿元、参股子公司担保额度不超过 2.5 亿元，对资产负债率低 于 70%的控股子公司担保额度不超过 20 亿元、参股子公司担保额度不超过 2.5 亿元。具 体内容详见公司于 2025 年 4 月 10 日在上海证券交易所披露的《关于 2025 年度担保预 计的公告》(公告编号：2025-020)。 2025 年 7 月，金开有限为湖北昌昊提供的担保共计 1 笔，连带责任保证担保金额不 超过 23,000 万元；金开有限为易县慧润提供的担保共计 1 笔，连带责任保证担保金额 不超过 38，000 万元。上述担保业务涵盖在前述担保预计额度内，且已按照授权进行审 批。详见附件 1《被担保人基本情况》和附件 2《2025 年 7 月份担保发生事项》。 二、担保的必要性和合理性 本次担保是基于公司日常经营 ...

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [1][5][8]. Core Views - The report highlights the commencement of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, focusing on power delivery and local consumption [1][15]. - The Gansu Provincial Development and Reform Commission has proposed a capacity price mechanism for power generation, setting a standard of 330 yuan per kilowatt per year starting January 1, 2026, for compliant coal power units and new energy storage [2][17]. - The report emphasizes the potential for stable profitability in coal-fired power generation due to synchronized declines in coal and electricity prices, recommending major coal power companies [3][22]. Summary by Sections Market Review - The Shanghai Composite Index rose by 1.09%, while the public utility index fell by 1.37% and the environmental index by 0.49%, with relative returns of -2.46% and -1.58% respectively [1][14]. - In the electricity sector, coal-fired power decreased by 1.04%, hydropower by 2.13%, and new energy generation by 0.68%, while the gas sector saw a slight increase of 0.31% [1][25]. Important Policies and Events - The Yarlung Tsangpo River downstream hydropower project was officially launched on July 19, 2025, with a focus on five tiered power stations [1][15]. - The National Bureau of Statistics reported a 1.7% year-on-year increase in industrial power generation in June, with a total of 796.3 billion kilowatt-hours produced [1][16]. Investment Strategy - The report recommends several companies based on their sector performance: - Coal-fired power: Huadian International and Shanghai Electric [3][22]. - New energy: Longyuan Power and Three Gorges Energy, among others [3][22]. - Nuclear power: China Nuclear Power and China General Nuclear Power [3][22]. - Hydropower: Yangtze Power [3][22]. - Gas: China Resources Gas and Jiufeng Energy [3][22]. - Environmental: China Everbright Environment and Zhongshan Public Utilities [3][23]. Key Company Earnings Forecasts and Investment Ratings - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for various companies, all rated as "Outperform" [8]. For example, Huadian International has an EPS of 0.46 for 2024 and a PE of 11.7 [8]. Industry Key Data Overview - In June, the total industrial power generation reached 796.3 billion kilowatt-hours, with a year-on-year growth of 1.7% [1][48]. - The report notes that coal-fired power generation saw a 1.1% increase, while nuclear power generation grew by 10.3% [1][48]. Environmental Sector Insights - The report indicates that the water and waste incineration sectors are entering a mature phase, with improved free cash flow and declining risk preferences among investors [3][23]. - The domestic waste oil recycling industry is expected to benefit from the EU's SAF blending policy [3][23].

Group 1 - As of July 9, the total market financing balance reached 1.86 trillion yuan, an increase of 3.84 billion yuan from the previous trading day, marking three consecutive days of growth [1] - The financing balance for the Shanghai Stock Exchange was 932.96 billion yuan, up by 1.88 billion yuan, while the Shenzhen Stock Exchange's balance was 916.86 billion yuan, increasing by 1.96 billion yuan [1] - A total of 1,875 stocks experienced net financing inflows on July 9, with 434 stocks having net inflows exceeding 10 million yuan, and 11 stocks exceeding 100 million yuan [1] Group 2 - The top net financing inflow was seen in Zijin Mining, with a net inflow of 310 million yuan, followed by Luoyang Molybdenum and Dongshan Precision, with net inflows of 228 million yuan and 167 million yuan, respectively [2] - In terms of industry distribution, the sectors with significant net inflows included non-ferrous metals, electric equipment, and pharmaceutical biology, with three, two, and two stocks respectively [1][2] - The average ratio of financing balance to circulating market value for stocks with large net inflows was 3.28%, with Jin Kai New Energy having the highest ratio at 8.52% [2]