新华财经北京9月1日电 2025年9月，A股有179家公司的限售股面临解禁，合计解禁量约为162.28亿股，解禁规模3033.98亿元，环比下降约53.88%，同比上 升约3.16%。其中，时代电气解禁规模居首，解禁市值超200亿元。 从行业分布来看，机械设备、计算机、电子行业解禁市值分别位列前三。 此外，共有10家公司、4.8亿限售股于9月迎上市周年解禁，解禁市值为302.55亿元，包括合合信息、无线传媒、富特科技等企业。 逾3000亿元限售股9月解禁时代电气、南网储能解禁规模居前 截至2025年8月28日的数据显示，9月有179只股票面临解禁，合计解禁量为162.28亿股，以2025年8月28日收盘价计算，合计解禁市值3033.98亿元，环比下降 约53.88%，同比上升约3.16%。 图1：2024年9月至2025年9月限售股解禁规模 | 排名 | 证券简称 | 证券代码 | 解禁数量(万股) | 解禁市值(亿元) | | --- | --- | --- | --- | --- | | 1 | 时代电气 | 688187.5H | 58,958.57 | 287.13 | | 2 | 南网储能 | 60 ...

Core Viewpoint - The report highlights the financial performance and operational status of China Southern Power Grid Energy Storage Co., Ltd. for the first half of 2025, showcasing significant growth in revenue and net profit, alongside strategic developments in energy storage and hydropower sectors [1][2]. Financial Performance - The company's operating revenue for the first half of 2025 reached approximately CNY 3.30 billion, representing a year-on-year increase of 13.38% [2][14]. - Total profit amounted to approximately CNY 1.27 billion, reflecting a 24.92% increase compared to the same period last year [2]. - Net profit attributable to shareholders was approximately CNY 832.44 million, up 32.93% year-on-year [2][14]. - The company's total assets increased by 7.54% to approximately CNY 54.27 billion, while net assets rose by 2.94% to approximately CNY 21.97 billion [2]. Industry Overview - National electricity consumption in the first half of 2025 was approximately 4.84 trillion kWh, a growth of 3.7% year-on-year, with total installed power generation capacity reaching 3.65 billion kW, up 18.7% [3][4]. - The new energy storage sector is experiencing rapid growth, with installed capacity exceeding 80 million kW by June 2025, driven by policy shifts towards market-driven development [3][4]. Business Operations - The company operates a total installed capacity of 12.96 million kW, including 10.28 million kW from pumped storage, 654.2 MW from new energy storage, and 2.03 million kW from peak-shaving hydropower [4][5]. - Three new electrochemical storage projects were commissioned, contributing to the new energy storage capacity [5][6]. - The company is actively pursuing ten ongoing pumped storage projects, with plans for completion and commissioning within the year [6][7]. Strategic Initiatives - The company is focusing on enhancing operational efficiency and cost management, with a goal to improve key performance indicators such as profit margins and asset turnover [7][8]. - Emphasis is placed on technological innovation, with significant investments in research and development, leading to a 95.34% increase in R&D expenses [15][11]. - The company is also enhancing its ESG (Environmental, Social, and Governance) initiatives, achieving high ratings in sustainability assessments [12][13].

Core Viewpoint - The report highlights the financial performance and operational changes of Southern Power Grid Energy Co., Ltd. for the first half of 2025, indicating growth in revenue and profit metrics compared to the previous year [1]. Financial Performance - Total assets at the end of the reporting period reached approximately 54.27 billion RMB, an increase of 7.54% from the previous year [1]. - Operating revenue for the period was approximately 3.30 billion RMB, reflecting a year-on-year increase of 13.38% [1]. - Total profit amounted to approximately 1.27 billion RMB, representing a 24.92% increase compared to the same period last year [1]. - Net profit attributable to shareholders was approximately 838.17 million RMB, up 32.19% from the previous year [1]. Shareholder Information - The total number of shareholders as of the reporting period was 43,020 [2]. - The largest shareholder, China Southern Power Grid Co., Ltd., holds 65.30% of the shares, amounting to approximately 2.09 billion shares [2]. Operational Changes - The company plans to gradually expand the participation of pumped storage power stations in the spot market trading, which will affect revenue and cost structures [5]. - The revenue from electricity sales and costs of electricity purchases for pumped storage stations will increase due to participation in the spot market, with earnings being influenced by market price differences and operational duration [5].

证券代码：600995 证券简称：南网储能 编号：2025-46 南方电网储能股份有限公司 重要内容提示： ? 每股分配比例：每股派发现金红利 0.052 元（含税）。 ? 本次利润分配以实施权益分派股权登记日登记的总股本为基数， 股权登记日具体日期将在权益分派实施公告中明确。 ? 在实施权益分派的股权登记日前南方电网储能股份有限公司 （以下简称"公司"）总股本发生变动的，拟维持分配总额不 变，相应调整每股分配比例，并将在相关公告中披露。 一、利润分配方案内容 截至2025年6月30日，公司母公司报表中期末未分配利润为人民 币1,024,803,417.67元。经董事会决议，公司2025年半年度拟以实施 权益分派股权登记日登记的总股本为基数分配利润。本次利润分配方 案如下： 关于 2025 年半年度利润分配方案的公告 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。 派发现金红利166,192,301.86元（含税），占2025年半年度归属于上 市公司股东净利润的20%。 持分配总额不变，相应调整每股分配比例，并将在相关公告中披 ...

Meeting Overview - The eighth board meeting of Southern Power Grid Energy Co., Ltd. was held on August 29, 2025, in Guangzhou, with all 9 directors present [1] - The meeting was chaired by Chairman Liu Guogang, and some senior management personnel attended [1] Resolutions Passed - The board approved the revision of the "Board Authorization Decision Plan" with a unanimous vote of 9 in favor [2] - The board approved the revision of the "Corporate Governance Responsibilities and Authorization List" with a unanimous vote of 9 in favor [2] - The board approved the leasing of properties in Panyu Power Technology Park, with 3 votes in favor, while related directors abstained from voting [2] - The board approved the investment in the Ningxia Zhongwei battery energy storage project, with a unanimous vote of 9 in favor. The project has a scale of 720MW/1440MWh and a total investment of approximately 1.43 billion yuan, with an expected internal rate of return of no less than 4.31% [2][3] - The board approved the revision of the "Related Party Transaction Management Measures" with a unanimous vote of 9 in favor [3] - The board approved the revision of the "Management Regulations on the Use of Raised Funds" with a unanimous vote of 9 in favor [3] - The board approved the "Special Report on the Storage and Actual Use of Raised Funds in the First Half of 2025" with a unanimous vote of 9 in favor [6] - The board approved the "Risk Continuous Assessment Report on Southern Power Grid Financial Co., Ltd." with 3 votes in favor, while related directors abstained from voting [6] - The board approved the "Profit Distribution Plan for the First Half of 2025" with a unanimous vote of 9 in favor, which does not require submission to the shareholders' meeting [6] - The board approved the "Evaluation Report on the Implementation of the 'Quality Improvement, Efficiency Enhancement, and Return to Shareholders' Action Plan" with a unanimous vote of 9 in favor [7] - The board approved the "2025 Half-Year Report and its Summary" with a unanimous vote of 9 in favor, which was previously reviewed by the board's audit committee [7]

Core Viewpoint - Nanfang Energy Storage announced the convening of its 32nd meeting of the 8th Board of Directors on August 29, 2025, to review the semi-annual report for 2025 [1] Company Summary - Nanfang Energy Storage's revenue composition for the year 2024 is as follows: 98.13% from the power generation sector, 1.45% from other businesses, and 0.42% from other industries [1] - As of the report, Nanfang Energy Storage has a market capitalization of 32.9 billion yuan [1]

Core Viewpoint - Nanfang Energy Storage (600995.SH) reported a strong performance in its mid-year results for 2025, indicating growth in both revenue and net profit [1] Financial Performance - The company achieved an operating revenue of 3.301 billion yuan, representing a year-on-year increase of 13.38% [1] - The net profit attributable to shareholders reached 832 million yuan, marking a year-on-year growth of 32.93% [1] - Basic earnings per share were reported at 0.26 yuan [1] Dividend Distribution - The company proposed a cash dividend of 0.52 yuan (including tax) for every 10 shares to all shareholders [1]

证券代码：600995 证券简称：南网储能 编号：2025-43 南方电网储能股份有限公司 第八届董事会第三十二次会议决议公告 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。 一、董事会会议召开情况 南方电网储能股份有限公司（以下简称"公司"）第八届董事会 第三十二次会议通知和材料于 2025 年 8 月 19 日以书面送达及电子邮 件方式发出，会议于 2025 年 8 月 29 日在广州以现场表决方式召开。 本次会议应出席董事 9 名，实际出席董事 9 名，刘国刚、李定林、范 晓东、张昆、杜云辉、杨璐、陈启卷、鄢永昌 8 位董事现场出席，胡 继晔独立董事因工作原因，书面委托陈启卷独立董事代为出席会议并 表决。会议由刘国刚董事长主持。公司部分高级管理人员列席了会议。 根据《公司法》和《公司章程》等有关规定，本次会议合法、有效。 二、董事会会议审议情况 (一)审议通过了关于修订《公司董事会授权决策方案》的议案。 表决结果：9 票同意、0 票反对、0 票弃权。 (二)审议通过了关于修订《公司治理主体权责清单及授权清单》 的议案。 ...

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： 一、利润分配方案内容 截至2025年6月30日，公司母公司报表中期末未分配利润为人民 币1,024,803,417.67元。经董事会决议，公司2025年半年度拟以实施 权益分派股权登记日登记的总股本为基数分配利润。本次利润分配方 案如下： 1.公司拟向全体股东每股派发现金红利0.052元（含税）。截至 2025年6月30日，公司总股本3,196,005,805股，以此计算公司合计拟 派发现金红利166,192,301.86元（含税），占2025年半年度归属于上 市公司股东净利润的20%。 1 证券代码：600995 证券简称：南网储能 编号：2025-46 南方电网储能股份有限公司 关于 2025 年半年度利润分配方案的公告 2025年8月29日，公司召开第八届董事会第三十二次会议，审议 通过本利润分配方案，本方案符合《公司章程》规定的利润分配政策。 2025 年 4 月 18 日召开的公司 2024 年年度股东大会，已授权董 事会结合公司未分配利润、当期盈利状况 ...

南方电网储能股份有限公司 关联交易管理办法 （八届董事会第三十二次会议审议通过） 2025 年 8 月 | 第一章 | 总则 1 | | --- | --- | | 第二章 | 关联人及关联交易 1 | | 第三章 | 关联人报备 4 | | 第四章 | 关联交易披露及决策程序 5 | | 第五章 | 关联交易定价 14 | | 第六章 | 关联交易披露和决策程序及豁免 16 | | 第七章 | 附则 18 | 南方电网储能股份有限公司 关联交易管理办法 第一章 总则 第一条 为规范南方电网储能股份有限公司（以下简称 "公司"）关联交易行为，保证关联交易的合法性、必要性、 合理性和公允性，保护投资者特别是中小投资者的合法权益， 根据《上海证券交易所股票上市规则》（以下简称"《股票 上市规则》"）、《上海证券交易所上市公司自律监管指引 第 5 号——交易与关联交易》等法律法规，以及公司章程等 有关规定，结合本公司实际情况，制定本规定。 第二条 公司的关联交易应当遵循以下基本原则，以确保 定价公允、审议程序合规、信息披露规范： （一）符合诚实信用的原则； （二）符合市场公正、公平、公开的原则； （三）履行信息披露 ...