China Suntien Green Energy(600956)

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新天绿能:4月发电量147.78万兆瓦时,同比增16.91%
news flash· 2025-05-09 10:02
新天绿能(600956)公告,2025年4月公司及子公司按合并报表口径完成发电量147.78万兆瓦时,同比 增加16.91%。截至2025年4月30日,累计完成发电量602.2万兆瓦时,同比增加11.91%。风电业务2025年 4月发电量144.81万兆瓦时,同比增加16.01%;太阳能业务2025年4月发电量29734.22兆瓦时,同比增加 89.04%。 ...
新天绿能(600956) - 新天绿能H股公告

2025-05-07 10:46
FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年4月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 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) 呈交日期: 2025年5月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00956 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,839,004,396 | RMB | | 1 RMB | | 1,839,004,396 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 1,839,004,396 | RMB | | 1 RMB | | 1,839,004,39 ...
年底电力现货市场全覆盖,重视灵活调节电源价值
GOLDEN SUN SECURITIES· 2025-05-05 11:17
Investment Rating - The industry investment rating is "Buy" [5][9]. Core Viewpoints - By the end of this year, the electricity spot market is expected to achieve comprehensive coverage, indicating a deepening of electricity marketization and an anticipated increase in demand for ancillary services. It is recommended to focus on the value of flexible adjustment power sources [3][12]. - The State Council has approved 10 new nuclear power units, enhancing growth certainty. From 2019 to 2025, the number of approved nuclear power units in China has been consistently high, with a total of 56 units approved over seven years. Predictions suggest that by 2030, China's operational nuclear power capacity will rank first globally [3][12]. - The recent drop in coal prices to approximately 657 RMB/ton is expected to improve profitability for thermal power generation, highlighting excess opportunities in thermal power [3][12]. Summary by Sections Industry Viewpoints - The electricity spot market is set for full coverage by the end of this year, with a focus on the value of flexible power source configurations [3][12]. - The approval of 10 new nuclear power units by the State Council adds certainty to growth in the nuclear sector [3][12]. - Coal prices have decreased to 657 RMB/ton, which supports improved profitability for thermal power [3][12]. - Hydropower inflow and outflow at the Three Gorges Dam have decreased significantly, with inflow down 40% year-on-year and outflow down 39.73% [30]. - Silicon material prices remain stable, while mainstream silicon wafer prices have decreased, potentially enhancing the profitability of photovoltaic projects [37]. - The national carbon market saw a 5.68% decrease in trading prices, with a total trading volume of 171.11 million tons for the week [49]. Market Review - The Shanghai Composite Index closed at 3,279.03 points, down 0.49%, while the CSI 300 Index closed at 3,770.57 points, down 0.43%. The CITIC Power and Utilities Index closed at 2,846.13 points, down 1.68%, underperforming the CSI 300 Index by 1.24 percentage points [54][55]. Key Companies - Recommended stocks include Huadian International, Waneng Power, Zheneng Power, Huaneng International, and Jiantou Energy, all rated as "Buy" [9]. - The report also suggests focusing on undervalued green electricity sectors, particularly in Hong Kong, and highlights companies like Xintian Green Energy and Longyuan Power [3][9].
新天绿能:风电量增价稳,业绩具备增长弹性-20250430
GOLDEN SUN SECURITIES· 2025-04-30 05:23
证券研究报告 | 季报点评 gszqdatemark 2025 04 30 年 月 日 新天绿能(600956.SH) 风电量增价稳,业绩具备增长弹性 公司发布 2025 年一季度报告。公司 2025 年一季度实现营业收入 69.11 亿元,同比减少 12.6%;实现归属于母公司所有者的净利润 9.54 亿元,同比增长 14.71%;扣非归母净利润 9.52 亿元,同比+15.38%; 经营活动产生的现金流量净额同比+131.45%,基本每股收益 0.23 元, 同比增长 15.0%。其中,天然气售气量同比下滑影响营业收入,风电 电量修复增长带动利润提升。 风电量增价稳,装机增量有望带动增长。电量方面,2025 年一季度公 司风电实现发电量 44.63 亿度,同比+9.44%;风电上网电量 43.65 亿 度,同比+9.55%。实现光伏发电量 0.81 亿度,同比+107.27%;上网 电量 0.78 亿度,同比+105.58%。公司市场化交易电量 19.86 亿千瓦 时,交易电量占比 44.71%,同比增加 9.04pct。电价方面,公司平均 上网电价(不含税)为 0.43 元/千瓦时,较去年同期持平。一季 ...
新天绿能(600956):风电量增价稳,业绩具备增长弹性
GOLDEN SUN SECURITIES· 2025-04-30 03:27
证券研究报告 | 季报点评 gszqdatemark 2025 04 30 年 月 日 新天绿能(600956.SH) 风电量增价稳,业绩具备增长弹性 公司发布 2025 年一季度报告。公司 2025 年一季度实现营业收入 69.11 亿元,同比减少 12.6%;实现归属于母公司所有者的净利润 9.54 亿元,同比增长 14.71%;扣非归母净利润 9.52 亿元,同比+15.38%; 经营活动产生的现金流量净额同比+131.45%,基本每股收益 0.23 元, 同比增长 15.0%。其中,天然气售气量同比下滑影响营业收入,风电 电量修复增长带动利润提升。 风电量增价稳,装机增量有望带动增长。电量方面,2025 年一季度公 司风电实现发电量 44.63 亿度,同比+9.44%;风电上网电量 43.65 亿 度,同比+9.55%。实现光伏发电量 0.81 亿度,同比+107.27%;上网 电量 0.78 亿度,同比+105.58%。公司市场化交易电量 19.86 亿千瓦 时,交易电量占比 44.71%,同比增加 9.04pct。电价方面,公司平均 上网电价(不含税)为 0.43 元/千瓦时,较去年同期持平。一季 ...
新天绿能(600956) - 新天绿能第五届监事会第十四次临时会议决议公告

2025-04-29 14:09
证券代码:600956 证券简称:新天绿能 公告编号:2025-023 新天绿色能源股份有限公司 第五届监事会第十四次临时会议决议公告 本公司监事会及全体监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。 新天绿色能源股份有限公司(以下简称"公司")第五届监事会第十四次临时 会议于 2025 年 4 月 29 日通过通讯方式召开。会议通知于 2025 年 4 月 27 日以电 子邮件方式送达全体监事。本次会议应到监事 3 名,实到监事 3 名。会议由监事 会主席高军女士召集并主持。本次会议的召开符合《公司法》和《公司章程》的 有关规定,会议决议合法有效。 经过有效表决,本次会议审议通过了以下议案: 一、审议通过了《关于本公司 2025 年第一季度报告的议案》 表决结果:3 票同意、0 票反对、0 票弃权。 监事会认为:董事会编制和审议公司 2025 年第一季度报告的程序符合法律、 行政法规及中国证监会的规定,报告内容真实、准确、完整地反映了上市公司的 实际情况,不存在任何虚假记载、误导性陈述或者重大遗漏。 特此公告。 新天绿色能源股份有限公司监事会 ...
新天绿能(600956) - 新天绿能第五届董事会第三十二次临时会议决议公告

2025-04-29 14:07
一、审议通过了《关于本公司 2025 年第一季度报告的议案》 表决结果:9 票同意、0 票反对、0 票弃权。 本议案已经公司董事会审计委员会审议通过,审计委员会认为:公司 2025 年第一季度报告真实反映了公司 2025 年第一季度的财务状况和经营成果,编制 程序符合相关法律法规、中国证券监督管理委员会和上海证券交易所的相关规定, 报告内容真实、准确、完整,不存在虚假记载、误导性陈述或重大遗漏,一致同 意本议案内容并同意将该议案提交董事会审议。 证券代码:600956 证券简称:新天绿能 公告编号:2025-022 新天绿色能源股份有限公司 第五届董事会第三十二次临时会议决议公告 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。 新天绿色能源股份有限公司(以下简称"公司")第五届董事会第三十二次临 时会议于 2025 年 4 月 29 日通过通讯方式召开。会议通知于 2025 年 4 月 27 日以 电子邮件方式送达全体董事。本次会议应到董事 9 名,实到董事 9 名。会议由董 事长曹欣先生召集并主持。本次会议的召开符合《公司法 ...
新天绿能(600956) - 2025 Q1 - 季度财报

2025-04-29 12:43
Financial Performance - The company's operating revenue for Q1 2025 was ¥6,910,854,202.78, a decrease of 12.60% compared to ¥7,906,827,273.59 in the same period last year[4] - Net profit attributable to shareholders increased by 14.71% to ¥954,491,421.38 from ¥832,099,109.39 year-on-year[4] - Net profit for Q1 2025 reached ¥1,130,798,886.99, representing an increase of 12.2% from ¥1,007,461,018.33 in Q1 2024[22] - Basic and diluted earnings per share rose by 15.00% to ¥0.23 from ¥0.20 in the same period last year[5] - Earnings per share for Q1 2025 was ¥0.23, up from ¥0.20 in Q1 2024[22] Cash Flow - The net cash flow from operating activities surged by 131.45% to ¥2,246,627,833.40, compared to ¥970,684,493.67 in the previous year[4] - Cash and cash equivalents at the end of Q1 2025 totaled ¥4,571,869,989.48, compared to ¥3,355,176,723.95 at the end of Q1 2024[27] - The cash flow from operating activities for the first quarter of 2025 was CNY 388,710,698.85, slightly higher than CNY 382,615,785.28 in the first quarter of 2024[37] - The company experienced a net decrease in cash and cash equivalents of -52,515,971.52, compared to a decrease of -646,620,241.16 in the previous period[38] Assets and Liabilities - Total assets at the end of the reporting period were ¥86,183,887,415.37, reflecting a 2.58% increase from ¥84,016,482,012.66 at the end of the previous year[5] - The total liabilities as of March 31, 2025, were RMB 57.54 billion, compared to RMB 56.90 billion at the end of 2024, indicating a rise of about 1.13%[17] - The company's total liabilities as of March 31, 2025, were CNY 3,600,142,347.00, compared to CNY 3,598,357,543.13 at the end of 2024[31] Shareholder Information - The total number of shareholders as of March 31, 2025, was 43,628, with 42,490 A-share shareholders and 1,138 H-share shareholders[9] - The top shareholder, Hebei Construction Investment Group Co., Ltd., holds 48.95% of the shares, totaling 2,058,841,253 shares[10] Equity and Retained Earnings - Shareholders' equity attributable to the parent company increased by 4.51% to ¥22,671,686,328.50 from ¥21,693,349,600.74[5] - The total equity attributable to shareholders increased to RMB 22.67 billion from RMB 21.69 billion, showing a growth of approximately 4.53%[17] - The company's retained earnings rose to RMB 10.49 billion from RMB 9.54 billion, reflecting an increase of about 9.95%[17] Research and Development - The company reported a decrease in research and development expenses to ¥51,005,868.08 in Q1 2025 from ¥70,901,010.67 in Q1 2024, a reduction of 28.3%[21] - Research and development expenses for the first quarter of 2025 were CNY 6,091,529.80, a decrease from CNY 6,989,352.46 in the first quarter of 2024[33] Government Subsidies - The company recognized government subsidies related to normal business operations amounting to ¥136,033,280.24, classified as recurring gains[8] Investment Activities - Investment activities generated a net cash outflow of ¥1,589,562,903.71 in Q1 2025, compared to a net outflow of ¥1,031,124,289.73 in Q1 2024[27] - The company reported investment income of CNY 40,071,297.44 in the first quarter of 2025, up from CNY 22,676,734.07 in the same period last year[33] Accounting Standards - The company will not apply new accounting standards starting from 2025, maintaining its current reporting practices[38]
新天绿能(600956) - 新天绿能2025年第一季度主要经营数据公告
2025-04-29 12:41
证券代码:600956 证券简称:新天绿能 公告编号:2025-024 新天绿色能源股份有限公司 2025 年第一季度主要经营数据公告 | 地区 | | 上网电量 | | | | --- | --- | --- | --- | --- | | | 2025 年一季度 | 同比变动 | 2025 年累计 | 同比变动 | | | (兆瓦时) | (%) | (兆瓦时) | (%) | | 风电业务 | 4,364,568.40 | 9.55% | 4,364,568.40 | 9.55% | | 河北 | 3,233,205.42 | 12.17% | 3,233,205.42 | 12.17% | | 山西 | 157,873.30 | 20.25% | 157,873.30 | 20.25% | | 新疆 | 64,530.62 | -16.63% | 64,530.62 | -16.63% | | 云南 | 174,437.56 | -17.16% | 174,437.56 | -17.16% | | 山东 | 21,691.63 | -16.27% | 21,691.63 | -16.27% | | 内 ...
新天绿色能源(00956) - 海外监管公告-第五届监事会第十四次临时会议决议公告

2025-04-29 10:22
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) 海外監管公告 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 中國河北省石家莊市,2025年4月29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、王濤先生及張旭蕾女士; 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郭英軍先生、陳奕斌先生及林濤博 士。 * 僅供識別 证券代码:600956 证券简称:新天绿能 公告编号:2025-023 本公告乃由新天綠色能源股份有限公司(「本公司」)根據《香港聯合交易所有限公司證券上市規則》第 13.10B條作出。 茲載列本公司於上海證券交易所網站刊發之《新天綠色能源股份有限公司第五屆監事會第十四次臨時 會議決議公告》,僅供參閱。 承董事會命 本公 ...