截至2025年8月28日 13:01，中证新能源指数上涨0.70%，成分股捷佳伟创上涨17.38%，正泰电器10cm涨停，璞泰来上涨7.57%，固德威上涨5.30%，帝尔激 光上涨5.19%。新能源ETF(159875)上涨0.58%。 流动性方面，新能源ETF盘中换手3.43%，成交3149.51万元。拉长时间看，截至8月27日，新能源ETF近1周日均成交6581.66万元。规模方面，新能源ETF近1 周规模增长1833.44万元。 近日，国家能源局会同国家发改委推进电力市场建设、发挥电价政策作用，以促进新型储能调节作用，具体包括：明确新型储能等主体平等市场地位并推动 其公平参与市场；2025 年底实现省级电力现货市场基本全覆盖，完善辅助服务市场；深化电价改革，推动新能源与新型储能入市。 银河证券指出，《2025 年能源工作指导意见》提出要统筹新能源发展和消纳体系建设等重点问题研究，创新新能源价格机制和消纳方式，推动新能源全面 参与市场，实现新能源由保障性收购向市场化消纳转变，预计政策持续刺激下新能源消纳和电价问题有望迎来边际改善。 数据显示，截至2025年7月31日，中证新能源指数前十大权重股分别为宁德时 ...

金融界8月26日消息，A股三大指数收盘涨跌不一，沪深300电力指数 (300电力，L11655)报2638.31点。 数据统计显示，沪深300电力指数近一个月下跌0.46%，近三个月下跌4.42%，年至今下跌4.39%。 据了解，为反映沪深300指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将沪深300 指数300只样本按行业分类标准分为11个一级行业、35个二级行业、90余个三级行业及200余个四级行 业。沪深300行业指数系列分别以进入各一级、二级、三级、四级行业的全部证券作为样本编制指数， 形成沪深300行业指数。该指数以2004年12月31日为基日，以1000.0点为基点。 从指数持仓来看，沪深300电力指数十大权重分别为：长江电力（48.33%）、中国核电（10.63%）、三 峡能源（8.61%）、国电电力（5.99%）、国投电力（4.98%）、华能国际（4.57%）、川投能源 （4.24%）、中国广核（4.19%）、浙能电力（2.94%）、华电国际（2.81%）。 从沪深300电力指数持仓的市场板块来看，上海证券交易所占比95.46%、深圳证券交易所占比4.54%。 从沪深300电力 ...

Group 1 - The core index, the China Securities Environmental Industry 50 Index, rose by 2.6% to 1876.65 points with a trading volume of 78.228 billion yuan [1] - Over the past month, the China Securities Environmental Industry 50 Index increased by 3.95%, by 11.85% over the last three months, and by 3.12% year-to-date [2] - The index reflects the overall performance of listed companies involved in resource management, clean technology and products, and pollution management [2] Group 2 - The top ten weighted companies in the index include: Sungrow Power Supply (7.06%), TBEA (5.13%), CATL (5.04%), LONGi Green Energy (4.94%), EVE Energy (4.31%), Three Gorges Energy (4.3%), China National Nuclear Power (4.18%), Tongwei Co. (4.1%), Yangtze Power (4.03%), and GEM Co. (2.54%) [2] - The market share of the index's holdings is 51.11% from Shenzhen Stock Exchange, 48.33% from Shanghai Stock Exchange, and 0.56% from Beijing Stock Exchange [2] - The industry composition of the index's holdings shows that 75.79% is in the industrial sector and 24.21% in public utilities [2] Group 3 - The index samples are adjusted every six months, specifically on the next trading day after the second Friday of June and December [3] - Public funds tracking the Environmental 50 Index include: Guotai CSI Environmental Industry 50 ETF Link A, Guotai CSI Environmental Industry 50 ETF Link C, Guotai CSI Environmental Industry 50 ETF Link E, and Guotai CSI Environmental Industry 50 ETF [3]

Group 1 - The Three Gorges Ship Lift has officially commenced its planned maintenance on August 25, 2025, marking the fifth annual "check-up" since its operation began [1][3] - The ship lift is the largest and most technically challenging in the world, capable of quickly elevating vessels with a displacement of 3,000 tons, and has facilitated over 48,500 safe operations and transported more than 19 million tons of goods since its trial navigation in 2016 [1][2] Group 2 - The primary goal of the planned maintenance is to eliminate equipment defects and enhance the reliability and safety of the ship lift's operations [2] - The maintenance work involves over 60 tasks across seven categories, with participation from 15 units and more than 290 technical personnel and workers, scheduled to last for 35 days [2][4] - Compared to previous years, the workload for this maintenance has increased by nearly 20%, with a focus on complex projects and high technical requirements [4]

三峡能源最新一期业绩显示，截至2025一季报，公司营业总收入76.28亿元、同比减少3.47%，归属净利 润24.47亿元，同比增长1.16%，扣非净利润20.85亿元，同比减少13.87%，流动比率1.148、速动比率 1.138、资产负债率70.27%。 天眼查商业履历信息显示，中国三峡新能源(集团)股份有限公司，成立于1985年，位于北京市，是一家 以从事电力、热力生产和供应业为主的企业。企业注册资本2862521.92万人民币，实缴资本2000000万 人民币。公司法定代表人为朱承军。 资金流向方面，今日主力资金净流入2157.33万元，占比成交额2.59%。其中，超大单净流入2383.83万 元、占成交额2.87%，大单净流出226.50万元、占成交额0.27%，中单净流出流出3396.87万元、占成交 额4.08%，小单净流入1239.54万元、占成交额1.49%。 金融界消息 截至2025年8月25日收盘，三峡能源（600905）报收于4.32元，上涨0.93%，换手率0.68%， 成交量193.24万手，成交金额8.32亿元。 来源：金融界 通过天眼查大数据分析，中国三峡新能源(集团)股份有限 ...

Group 1 - The Shanghai Composite Index opened high and rose, with the Shanghai 180 Infrastructure Index increasing by 1.19% to 1889.98 points and a trading volume of 39.504 billion yuan [1] - The Shanghai 180 Infrastructure Index has seen a decline of 2.53% over the past month, 1.62% over the past three months, and 3.00% year-to-date [2] - The index is based on the Shanghai 180 Index and includes listed companies in infrastructure, resources, and transportation themes, reflecting their overall performance in the secondary market [2] Group 2 - The top ten weighted stocks in the Shanghai 180 Infrastructure Index include: Yangtze Power (13.97%), China Telecom (8.57%), China State Construction (8.4%), China Mobile (7.18%), China Unicom (6.69%), China Nuclear Power (5.47%), Three Gorges Energy (4.45%), China Railway (4.31%), China Power Construction (3.9%), and Guodian Power (3.1%) [2] - The index's holdings are entirely from the Shanghai Stock Exchange, with the public utility sector accounting for 40.05%, industrial sector for 36.17%, and communication services for 23.79% [3] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [3]

Investment Rating - The report provides a positive investment outlook for the electricity and natural gas sectors, recommending specific companies for investment based on their performance and market conditions [4][16]. Core Insights - In July, the national electricity consumption exceeded 1 trillion kWh for the first time, reaching 10,226 billion kWh, a year-on-year increase of 8.6% [4][7]. - The increase in electricity consumption was primarily driven by urban and rural residents, contributing 38% to the total growth, with significant contributions from the secondary and tertiary industries as well [8][9]. - The report highlights the impact of high temperatures on electricity demand, noting that July was the hottest month since 1961, which significantly boosted residential electricity usage [8][9]. - Natural gas prices in Europe have rebounded due to geopolitical tensions, while prices in Asia and the US have decreased, indicating a mixed market environment [16][20]. - The report emphasizes the potential for improved profitability in the biomass energy sector following the introduction of new methodologies for carbon emissions reduction [4][16]. Summary by Sections Electricity - July's total electricity consumption reached 10,226 billion kWh, marking a historic milestone with an 8.6% year-on-year growth [4][7]. - The first, second, and third industries, along with urban and rural residents, contributed to the overall electricity consumption growth, with the second industry showing a recovery in electricity usage [8][9]. - Recommendations include investing in hydropower, green energy, nuclear power, and thermal power companies such as Guodian Power and Huaneng International [14][15]. Natural Gas - The report notes a stable supply-demand balance in the natural gas market, with US prices dropping to $2.76/mmBtu, while European prices have seen fluctuations due to geopolitical risks [16][20]. - Recommendations for investment include companies in the city gas sector and integrated natural gas traders, highlighting firms like Kunlun Energy and New Hope Energy [41][42]. Environmental Sector - The introduction of new methodologies for biomass energy projects is expected to enhance profitability, with a focus on companies like Evergreen Group and China Everbright [4][16]. Market Performance - The report reviews market performance from August 18 to August 22, indicating that the gas, public utility, electricity, and environmental sectors underperformed compared to the Shanghai and Shenzhen 300 index [43][44].

Group 1 - The national energy administration reports that from January to July, the national electricity market transaction volume increased by 3.2% year-on-year, with green electricity transaction volume significantly rising by 43.2%, indicating a sustained increase in clean energy demand [1] - As of August 25, the carbon neutrality ETF fund (159885.SZ) rose by 1.72%, and its associated index, the domestic low-carbon index (000977.CSI), increased by 1.70%. Key constituent stocks such as Sunshine Power rose by 3.80%, Yangtze Power by 1.58%, Robotech by 15.78%, Daqo Energy by 14.59%, and Goldwind Technology by 10.04% [1] - Research from brokerage firms indicates that Indonesia has proposed a large-scale solar storage plan, with the development restrictions on photovoltaics gradually easing. The microgrid solar storage system in Indonesia has significant growth potential, with an estimated overall investment scale reaching trillions of RMB, likely boosting the distributed photovoltaic and energy storage industries [1][2] - Changjiang Securities focuses on the continuous growth trend of high-voltage equipment, with multi-variety exports reaching new highs, reflecting structural opportunities in the power grid equipment sector [1]

Core Viewpoint - The district emphasizes the development of the renewable energy industry as a key support for energy security and green transformation [1] Group 1: Renewable Energy Projects - The construction of photovoltaic and wind energy projects in Yicheng District is progressing as planned, leading to a significant increase in installed capacity for renewable energy [3] - The Three Gorges Energy 50 MW photovoltaic project successfully connected to the grid in May 2023, with an expected annual generation of over 60 million kWh [3] - A 100 MW centralized wind power project has completed initial site selection and resource assessment, while 115 MW of "Wind Action" and decentralized wind projects are optimizing turbine locations and preparing feasibility studies [3] Group 2: Installed Capacity and Energy Supply - As of now, the total installed power capacity in Yicheng District is 951,100 kW, representing a year-on-year growth of 23.64% [5] - The total installed capacity of renewable energy is 527,100 kW, accounting for 55.42% of the total power capacity, surpassing traditional thermal power to become the largest energy source [5] - The ongoing commissioning of renewable energy projects provides stable and reliable electricity supply while reducing dependence on traditional fossil fuels, achieving a win-win for energy stability and ecological protection [5]

□ 本报记者张文婧通讯员刘伟 "组串式储能系统方案最大的优势是采用一簇一管理模式，每个储能单元都具有独立管理系统，这些管 理系统可以独立监测、控制和优化相应的储能单元。"孟楷金说。 入夏以来，光伏设施光照时间长、辐射强度高，迎来发电高峰期。然而，由于太阳能具有间歇性、不稳 定的特点，难以支撑夜晚用电高峰需求，因此光伏发电的电量储存和利用成为电力保供的关键问 题。"夜间海风呼啸时，电站储能系统如同'弹性海绵'，存下富余的绿电；用电高峰来临时，储存的绿 电又化作稳定电流，点亮万家灯火。"孟楷金介绍，"早晚高峰，电站最大能够释放80万千瓦时清洁电 能，相当于40万居民一天的生活用电需求。"截至日前，电站年累计放电334次，年累计放电电量约 12042万千瓦时。 "三峡200兆瓦/400兆瓦时独立储能电站可独立参与电网调频调峰，其系统安全性高、灵活性强及全生命 周期内度电成本低，为电力保供和电网安全稳定提供坚强有力保障。"孟楷金说。 8月22日，记者走进国内规模最大的采用组串式储能系统方案建设的共享储能电站工程——盐城滨海港 片区三峡200兆瓦/400兆瓦时独立储能电站项目现场，中央控制室内，3名技术人员端坐操作台前 ...