China Suntien Green Energy(600956)

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越秀产业基金战略入股新天绿色能源并获董事会席位
Xin Hua Cai Jing· 2025-08-25 11:13
新天绿色能源是全国领先的清洁能源服务商,旗下拥有天然气和风电两大业务板块。公司风电业务项目 覆盖河北、山西、内蒙古、山东、新疆等10余个风光资源富集区,2024年风电发电量达139.08亿千瓦 时。公司天然气业务涵盖长输管道、城市燃气、液化天然气(LNG)等领域,运营多条高压长输管 道,2024年天然气输/售气量达58.88亿立方米。 越秀产业基金表示,未来,双方将以此次入股为契机,围绕风电、绿电制氢等领域展开深度合作,助力 新能源产业发展。 新华财经广州8月25日电(记者吕光一)近日,越秀产业基金完成对新天绿色能源(00956.HK)的战略 投资并获董事会席位。截至2025年8月4日,越秀产业基金及关联方持有新天绿色能源股份比例约为 4.82%,成为新天绿色能源第二大股东。 越秀产业基金表示,此次战略入股标志着公司在风电领域的又一重要布局,也是践行"双碳"目标、搭 建"光伏+风电+储能"新能源资产管理平台的最新实践。 (文章来源:新华财经) ...
申万公用环保周报(25/08/18~25/08/22):7月全国用电量首超万亿度,全球燃气供需偏宽松-20250825
Shenwan Hongyuan Securities· 2025-08-25 07:37
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].
美国与欧盟发表联合声明 双方已就贸易协定框架达成一致……盘前重要消息还有这些
Zheng Quan Shi Bao· 2025-08-22 01:27
Group 1 - The State Council approved the "Development Plan for Open Innovation of the Biopharmaceutical Industry Chain in the China (Jiangsu) Pilot Free Trade Zone," aiming to enhance the global competitiveness of the biopharmaceutical sector [2] - In July, the total electricity consumption in China reached 10,226 billion kWh, a year-on-year increase of 8.6%, with significant growth in the first industry at 20.2% [2] - The National Energy Administration reported that from January to July, total electricity consumption accumulated to 58,633 billion kWh, reflecting a year-on-year growth of 4.5% [2] Group 2 - The National Health Commission released guidelines to improve the ear and hearing health service system, emphasizing the establishment of a collaborative network among various healthcare institutions [3] - The pork market has seen a slight decline in prices due to increased supply, with the national average pig-to-grain price dropping below 6:1, entering a warning zone [3] - The National Development and Reform Commission plans to conduct central frozen pork reserve storage to stabilize the pork market [3] Group 3 - The State Administration of Foreign Exchange will pilot green foreign debt business in 16 provinces and cities, encouraging non-financial enterprises to use cross-border financing for green projects [4] - The U.S. and EU have reached an agreement on a trade framework covering various sectors, including agriculture, automotive, and digital trade [4] Group 4 - Kuaishou reported a total revenue of 35 billion yuan in Q2, with an adjusted net profit of 5.6 billion yuan [6] - Digital Vision achieved a net profit of 1.67 million yuan in the first half of the year, marking a year-on-year increase of 2,747.64% [6] - China Petroleum & Chemical Corporation (Sinopec) saw a 39.8% decline in net profit for the first half of the year and plans to distribute a semi-annual cash dividend of 0.088 yuan per share [6] Group 5 - The dairy industry is expected to experience strong profit elasticity due to the ongoing decline in raw milk prices and a potential recovery in beef and live cattle prices [7] - The gaming industry in China showed steady growth in July, driven by new and mature products, indicating a robust growth momentum [8]
高温用电连破纪录 能源上市企业合力保供
Shang Hai Zheng Quan Bao· 2025-08-19 19:25
Group 1: Energy Supply and Demand - National electricity load has reached record highs, with the highest load recorded four times this year and five times for the State Grid [1][2] - Coal remains a critical component for stable electricity supply, with coal production in Shanxi maintaining high output levels [1][2] - Natural gas consumption has also increased, with the highest daily throughput reaching 645 million cubic meters, a 2.7% year-on-year increase [2] Group 2: Renewable Energy Contribution - Renewable energy sources such as hydropower, wind, and solar are increasingly contributing to electricity supply, with daily generation exceeding 1.1 billion kilowatt-hours during peak summer [3] - New energy projects from the State Energy Group have a total installed capacity of over 150 million kilowatts, supporting electricity supply for over 360,000 households [3] - New Tian Green Energy reported a 9.32% year-on-year increase in total power generation, with solar energy generation up by 149.53% [3][4] Group 3: Energy Storage Technologies - New energy storage technologies are becoming essential for electricity supply, with multiple provinces implementing large-scale storage solutions to manage peak demand [6] - The largest string-type energy storage station in China, located in Jiangsu, can release up to 800,000 kilowatt-hours of clean energy daily [6] - On August 1, 2023, energy storage stations and virtual power plants in Shanxi contributed a maximum power of 2.25 million kilowatts to balance supply and demand [7]
8月14日新天绿能AH溢价达104.67%,位居AH股溢价率第25位
Jin Rong Jie· 2025-08-14 08:52
Group 1 - The Shanghai Composite Index fell by 0.46%, closing at 3666.44 points, while the Hang Seng Index decreased by 0.37%, closing at 25519.32 points [1] - New Tian Green Energy's A/H share premium reached 104.67%, ranking 25th among A/H shares [1] - As of the close, New Tian Green Energy's A-shares were priced at 7.97 yuan, down 2.33%, and H-shares were at 4.26 HKD, down 2.52% [1] Group 2 - New Tian Green Energy Co., Ltd. was established on February 9, 2010, initiated by Hebei Construction Investment and Construction Investment Water Affairs [1] - The company was listed on the Hong Kong Stock Exchange and Shanghai Stock Exchange on October 13, 2010, and June 29, 2020, respectively [1] - The company primarily engages in the development and utilization of renewable and clean energy, with operations in wind power, photovoltaic, and natural gas [1] - New Tian Green Energy is involved in the planning, development, operation, and electricity sales of wind farms and photovoltaic power stations across various regions in China, including Hebei, Shanxi, Xinjiang, Shandong, Yunnan, and Inner Mongolia [1] - The company relies on Hebei as a base for nationwide investment in renewable energy projects and actively seeks suitable overseas investment opportunities [1]
新天绿能(600956) - 新天绿能H股公告

2025-08-13 10:15
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 新天綠色能源股份有限公司 譚建鑫 執行董事及總裁 CHINA SUNTIEN GREEN ENERGY CORPORATION LIMITED* 新天綠色能源股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:00956) 董事會召開日期 新天綠色能源股份有限公司(「本公司」)的董事會(「董事會」)特此通知,將於2025年8月26日(星期二) 在中華人民共和國(「中國」)河北省石家莊市舉行董事會會議,藉以(其中包括)考慮和批准本公司及其 附屬公司截至2025年6月30日止六個月的中期業績及其發佈。 承董事會命 中國河北省石家莊市,2025年8月13日 於本公告日期,本公司非執行董事為曹欣博士、李連平博士、秦剛先生、張旭蕾博士、盧榮先生及 趙士毅先生;本公司執行董事為譚建鑫先生;以及本公司獨立非執行董事為周文港博士、楊晶磊博 士、陳奕斌先生及劉斌先生。 * 僅供識別 ...
新天绿色能源拟8月26日举行董事会会议批准中期业绩

Ge Long Hui· 2025-08-13 10:14
Core Viewpoint - New天绿色能源 (00956.HK) will hold a board meeting on August 26, 2025, in Shijiazhuang, Hebei Province, to consider and approve the interim results for the six months ending June 30, 2025, along with their release [1] Group 1 - The board meeting is scheduled for August 26, 2025 [1] - The location of the meeting is Shijiazhuang, Hebei Province [1] - The meeting will focus on the interim results for the six months ending June 30, 2025 [1]
新天绿色能源(00956.HK)拟8月26日举行董事会会议批准中期业绩

Ge Long Hui· 2025-08-13 09:50
格隆汇8月13日丨新天绿色能源(00956.HK)宣布,将于2025年8月26日(星期二)在河北省石家庄市举行 董事会会议,藉以(其中包括)考虑和批准本公司及其附属公司截至2025年6月30日止六个月的中期业 绩及其发布。 ...
新天绿色能源(00956) - 董事会召开日期

2025-08-13 09:44
譚建鑫 (股份代號:00956) 董事會召開日期 新天綠色能源股份有限公司(「本公司」)的董事會(「董事會」)特此通知,將於2025年8月26日(星期二) 在中華人民共和國(「中國」)河北省石家莊市舉行董事會會議,藉以(其中包括)考慮和批准本公司及其 附屬公司截至2025年6月30日止六個月的中期業績及其發佈。 承董事會命 新天綠色能源股份有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 CHINA SUNTIEN GREEN ENERGY CORPORATION LIMITED* 新天綠色能源股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 執行董事及總裁 中國河北省石家莊市,2025年8月13日 於本公告日期,本公司非執行董事為曹欣博士、李連平博士、秦剛先生、張旭蕾博士、盧榮先生及 趙士毅先生;本公司執行董事為譚建鑫先生;以及本公司獨立非執行董事為周文港博士、楊晶磊博 士、陳奕斌先生及劉斌先生。 * 僅供識別 ...
新天绿能: 7月发电量同比增加9.32%
Shang Hai Zheng Quan Bao· 2025-08-11 07:54
公告同时显示,根据公司初步统计,今年7月,公司及子公司按合并报表口径完成输/售气量3.74亿立方 米,同比减少0.66%。其中,公司售气量3.26亿立方米,同比增加11.84%;代输气量4744.79万立方米, 同比减少43.81%。今年1至7月,公司累计完成输/售气量31.88亿立方米,同比减少15.43%。 8月11日,新天绿能发布公告,今年7月,公司及子公司按合并报表口径完成发电量84.42万兆瓦时,同 比增加9.32%。其中,公司风电业务发电量为80.55万兆瓦时,同比增加6.44%;太阳能业务发电量为 3.87万兆瓦时,同比增加149.53%。今年1至7月,公司累计完成发电量909.44万兆瓦时,同比增加 9.57%。 ...