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南网储能:公司目前参与电力现货市场的电站包括梅州抽水蓄能电站、梅州宝湖储能站、文山丘北宝池储能站
Mei Ri Jing Ji Xin Wen· 2026-01-22 08:00
(记者 王晓波) 南网储能(600995.SH)1月22日在投资者互动平台表示,公司目前参与电力现货市场的电站包括梅州 抽水蓄能电站(一期、二期)、梅州宝湖储能站、文山丘北宝池储能站。 每经AI快讯,有投资者在投资者互动平台提问:公司目前加入电力市场化的电站有哪几座? ...
储能行业正开启增长新周期,AIDC成为该市场的全新增长引擎
Jin Rong Jie· 2026-01-16 01:53
股票频道更多独家策划、专家专栏,免费查阅>> 责任编辑:栎树 近日,南方电网首个境外储能规划取得重要突破。南网50Hz发文称,南网国际(香港)公司联合南网储能 公司与印尼国家电力公司合作完成印尼电化学储能规划联合研究项目。这是南方电网公司首个境外储能 规划,也是其首次与印尼国家电力公司开展实质性合作。 AI算力即电力,储能成最强辅助:数据中心面临严重的并网瓶颈,"电力接入速度"成为第一优先级。储 能从单纯"备电"进化为"主动供电",通过削峰填谷和构网型技术解决电压波动,成为AI数据中心快速上 线的战略基础设施。 国金证券指出,全球储能行业正开启增长新周期,预计2026年全球储能新增装机将达438GWh,同比增 长62%。增长动力由过去的单一新能源消纳,转变为"AI算力基建+能源转型刚需+电网阻塞"的三重驱 动。行业供需关系显著改善,由去库周期转入补库繁荣期,部分产业链环节将迎来量价齐升。 ...
南网储能涨2.02%,成交额9550.72万元,主力资金净流出4.16万元
Xin Lang Cai Jing· 2026-01-14 02:29
Group 1 - The core viewpoint of the news is that Nanfang Power Storage has shown a positive stock performance with an increase of 8.35% year-to-date and a market capitalization of 43.53 billion yuan as of January 14 [1] - The company has a diverse revenue structure, with pumped storage accounting for 66.22%, peak regulation hydropower 26.73%, new energy storage 5.38%, and other services 1.01% [1] - Nanfang Power Storage's stockholder count decreased by 3.36% to 46,700, while the average circulating shares per person increased by 3.47% to 68,371 shares [2] Group 2 - For the period from January to September 2025, Nanfang Power Storage achieved a revenue of 5.32 billion yuan, representing a year-on-year growth of 17.72%, and a net profit attributable to shareholders of 1.43 billion yuan, up 37.13% year-on-year [2] - The company has distributed a total of 1.62 billion yuan in dividends since its A-share listing, with 930 million yuan distributed over the past three years [3]
南网储能为贵州竜金村构建“基建提质+产业赋能+民生保障”帮扶体系
Zhong Guo Fa Zhan Wang· 2026-01-13 18:47
中国发展网讯邹大艳记者皮泽红报道近日,南网储能(600995)公司天二公司定点帮扶的贵州省安龙县 洒雨镇竜金村产业路项目顺利完工。这些串联起全村耕地与村组的"致富动脉",共9条总长7213米,已 全部建设完成并投入使用,为竜金村2026年农业产业化发展筑牢交通根基,也标志着天二公司以实干践 行央企担当,为乡村振兴定点帮扶工作再添亮眼实绩。 "以前我们去种地都只能用背的,要翻过这片山坡,现在这条产业路修好了以后,我们组这150亩的土地 种起来就方便了,能用车拉了,大家都非常高兴。"长湾组村民骆开英站在新修的产业路上,爽朗的笑 声在山间久久回荡。 竜金村具有典型的喀什特地貌特征,土地分散,传统种植以玉米为主,村民耕种需翻山越岭。肩挑背扛 的劳作模式让劳动投入与产出严重失衡,交通闭塞与灌溉匮乏成为制约农业产业发展的两大瓶颈。自定 点帮扶以来,天二公司坚持因地制宜、精准施策,深入田间地头开展实地调研,构建起"基建提质+产 业赋能+民生保障"的全方位帮扶体系,靶向破解发展难题。 2025年,天二公司持续加大帮扶力度,在完成3条灌溉水渠修复、保障210亩农田灌溉的基础上,再投入 27万元专项资金,同步推进地下提水灌溉项目 ...
电力股午后拉升,豫能控股封板
Ge Long Hui· 2026-01-13 06:09
Core Viewpoint - The A-share market saw a significant rise in power stocks on January 13, with notable gains from several companies, indicating a positive trend in the sector [1]. Group 1: Stock Performance - Yunnan Energy Holdings (豫能控股) experienced a surge of 9.98%, with a total market capitalization of 10.1 billion and a year-to-date increase of 27.12% [2]. - Jiaze New Energy (嘉泽新能) rose by 6.21%, reaching a market value of 14.9 billion and a year-to-date increase of 15.54% [2]. - Jilin Electric Power (吉电股份) saw a gain of 5.75%, with a market cap of 22.7 billion and a year-to-date increase of 10.82% [2]. - Xichang Electric Power (西昌电力) increased by 4.62%, with a market capitalization of 5.206 billion and a year-to-date increase of 9.26% [2]. - Leshan Electric Power (乐山电力) rose by 4.24%, with a total market value of 6.402 billion and a year-to-date increase of 13.54% [2]. - Beijing Energy (京能电力) increased by 3.17%, with a market cap of 37.1 billion and a year-to-date increase of 8.63% [2]. - Huaitian Thermal Power (惠天热电) saw a rise of 3.06%, with a market capitalization of 1.977 billion and a year-to-date increase of 7.85% [2]. - Datang Power (大唐发电) increased by 3.04%, with a market value of 6.92 billion and a year-to-date increase of 7.24% [2].
南网储能涨2.05%,成交额2.14亿元,主力资金净流出488.81万元
Xin Lang Zheng Quan· 2026-01-13 06:02
Group 1 - The core viewpoint of the news is that Nanfang Power Storage has shown a positive stock performance with a 7.00% increase year-to-date and a market capitalization of 42.986 billion yuan as of January 13 [1] - As of January 13, the stock price of Nanfang Power Storage was 13.45 yuan per share, with a trading volume of 2.14 billion yuan and a turnover rate of 0.51% [1] - The company has a diverse revenue structure, with 66.22% from pumped storage, 26.73% from peak regulation hydropower, 5.38% from new energy storage, and 0.66% from technical services [1] Group 2 - As of October 20, the number of shareholders for Nanfang Power Storage was 46,700, a decrease of 3.36% from the previous period, while the average circulating shares per person increased by 3.47% to 68,371 shares [2] - For the period from January to September 2025, Nanfang Power Storage achieved operating revenue of 5.32 billion yuan, representing a year-on-year growth of 17.72%, and a net profit attributable to shareholders of 1.433 billion yuan, up 37.13% year-on-year [2] Group 3 - Since its A-share listing, Nanfang Power Storage has distributed a total of 1.622 billion yuan in dividends, with 930 million yuan distributed over the past three years [3]
南方电网储能股份有限公司 关于参与投资设立的南网工融基金完成注册登记 并取得备案的公告
Sou Hu Cai Jing· 2026-01-08 16:01
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。 基金注册资本:140亿元人民币。 基金备案管理人名称:南网私募基金管理有限公司。 公司认缴金额:10亿元人民币。 公司出资占比:占基金规模的7.14%。 公司出资方式:货币出资。 公司资金来源:自有资金。 基金许可经营项目:以私募基金从事股权投资、投资管理、资产管理等活动(须在中国证券投资基金业 协会完成登记备案后方可从事经营活动)(依法须经批准的项目,经相关部门批准后方可开展经营活 动,具体经营项目以相关部门批准文件或许可证件为准)。 2025年9月30日,南方电网储能股份有限公司(以下简称"公司")披露了《南方电网储能股份有限公司 关于参与投资设立南网工融基金暨关联交易的公告》,公司与南网私募基金管理有限公司、工银资本管 理有限公司、南方电网产融控股集团有限公司、广东电网有限责任公司、广西电网有限责任公司、深圳 电网智慧能源技术有限公司、工银金融资产投资有限公司共同发起设立南网工融双碳(广州)股权投资 基金合伙企业(有限合伙)[经核准的名称为南网工融双碳(深圳)股权投资基金合 ...
南网储能:储能电站进入电力现货市场后,充电电价和放电电价都是按照所在节点交易出清形成的
Zheng Quan Ri Bao· 2026-01-08 14:09
Group 1 - The core viewpoint of the article is that Nanwang Energy Storage has stated that after entering the electricity spot market, both the charging and discharging prices of energy storage stations are determined by the clearing prices at their respective nodes [2] Group 2 - Nanwang Energy Storage is actively engaging with stakeholders through research inquiries regarding its operations in the electricity market [2] - The pricing mechanism for energy storage in the spot market is based on market dynamics, reflecting the importance of node-specific trading [2]
南网储能:当前广东省暂未实施针对新型储能的容量补偿政策
Zheng Quan Ri Bao· 2026-01-08 14:09
(文章来源:证券日报) 证券日报网1月8日讯 ,南网储能在接受调研者提问时表示,据公司了解,当前广东省暂未实施针对新 型储能的容量补偿政策。 ...
南网储能:电力现货市场中电价差的形成受多种因素综合影响
Zheng Quan Ri Bao Wang· 2026-01-08 13:47
Group 1 - The core viewpoint of the article highlights that the formation of price differentials in the electricity spot market is influenced by multiple factors [1] Group 2 - The company, Nanguang Energy Storage (600995), indicated that future supply and demand dynamics play a significant role in price formation [1] - Other factors affecting price differentials include the capacity of proposed market entry points, connection locations, and the utilization hours of energy storage [1]