资料来源：企查查 经营范围含许可项目：发电业务、输电业务、供（配）电业务；输电、供电、受电电力设施的安装、维 修和试验；渔业捕捞、新兴能源技术研发；海上风电相关系统研发；风力发电技术服务；太阳能发电技 术服务；工程和技术研究和试验发展；储能技术服务；海洋工程关键配套系统开发；水产品收购；水产 品批发；新材料技术推广服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。 7月29日，华电（如东）海上风电有限公司成立。法定代表人为裴昌兵，注册资本3000万人民币。华电 新能源集团股份有限公司、远东海缆有限公司、江苏东电新能源科技工程有限公司、上海电气风电集团 股份有限公司持股。 图片来源：企查查其中华电新能源持股比例最高，达到80%；远东海缆占比10%；江苏东电新能源占比 8%；电气风电占比2%。 ...

Group 1 - Insurance capital has made 21 equity stakes this year, surpassing last year's total, indicating a shift towards equity assets in response to low interest rates [1] - Major insurance companies like Taikang Life and China Life are strategically investing in IPOs, with Taikang Life participating in the H-share IPO of Fengcai Technology with an investment of 179 million yuan, accounting for 8.69% of the offering [1] - China Life has invested in the green energy sector, participating in the IPO of Huadian New Energy, which raised 18.171 billion yuan, making it the largest A-share IPO this year [2] Group 2 - The trend of insurance capital investing in technology and green energy is driven by the need for better investment returns amid increasing pressure from interest rate spreads [3] - Insurance capital is expected to focus on hard technology and green energy sectors, with projections indicating a potential increase in holdings from 8%-10% to 15%-20% over the next three years, translating to an influx of 200-300 billion yuan [4] - The investment strategies may diversify, with a greater emphasis on ESG investments and a preference for dual-listed companies in the A+H share market [4]

Group 1 - The Chongqing government has proposed a policy to support the promotion and application of hydrogen fuel cell vehicles, which includes subsidies for hydrogen refueling stations starting from January 1, 2025 [1] - Subsidies for hydrogen refueling stations will be 30% of the actual investment (excluding land costs), with a maximum subsidy of 3 million yuan per station [1] - Operational subsidies will also be provided for refueling stations selling hydrogen at or below 25 yuan per kilogram, offering 30 yuan per kilogram based on annual cumulative hydrogen volume, with a cap of 3 million yuan per station [1] Group 2 - The policy support is seen as a strong guarantee for the development of hydrogen refueling stations, with various governments worldwide implementing hydrogen energy development plans and policies [1] - These policies not only provide financial subsidies and tax incentives for the construction of refueling stations but also promote cooperation and win-win situations among upstream and downstream enterprises in the hydrogen energy industry chain [1] - The government is also focusing on establishing hydrogen energy standards and regulations to enhance safety supervision and operational guarantees for hydrogen refueling stations [1] Group 3 - Huabao Securities indicates that with the implementation of relevant policies, the hydrogen energy market is expected to see a dual increase in supply and demand across all segments, leading to an expansion of the market scale [2] - The improvement of hydrogen energy infrastructure is anticipated to enhance the scale of the entire industry chain, with a focus on the commercialization process of hydrogen refueling station construction, hydrogen storage and transportation, and core components of fuel cells [2] - Huayuan Securities suggests that the opening rate of green hydrogen projects is expected to gradually increase due to factors such as declining electricity prices, rising carbon prices, policy support, and growth in green fuel orders [2]

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including management changes, stock trading fluctuations, and major contracts, which may present investment opportunities and risks for investors [2]. Group 1: Management Changes and Legal Issues - Scanda's chairman and general manager, Li Yuejie, along with director Zhu Chuncheng, have been subjected to criminal coercive measures due to alleged violations related to information disclosure [3]. - Longhong High-Tech is planning to acquire 100% equity of Guangxi Changke, leading to a stock suspension for up to 10 trading days [6]. Group 2: Stock Trading and Performance - New Asia Electronics reported abnormal stock trading with a cumulative price deviation exceeding 20% over three days, while confirming that its operations are normal and consistent with previously disclosed share reduction plans [5]. - ST Tiexin announced the removal of risk warnings and a name change, which will increase the trading limit from 5% to 10% [8]. Group 3: Financial Performance Forecasts - Industrial Fulian expects a net profit increase of 36.84% to 39.12% year-on-year for the first half of 2025, driven by a surge in AI-related business [18]. - Huayou Cobalt anticipates a net profit increase of 55.62% to 67.59% for the same period, benefiting from integrated operations and rising cobalt prices [19]. - Guoli Co. forecasts a staggering net profit increase of 130.91% to 158.08% for the first half of 2025, attributed to new product and market expansions [20]. - Bangji Technology expects a net profit increase of 166.77% to 200.91%, driven by increased sales from direct sales channels [21]. - Lier Chemical predicts a net profit increase of 185.24% to 196% due to rising product sales and cost reduction efforts [25]. Group 4: Major Contracts and Projects - Huadian Science and Technology signed significant contracts worth approximately RMB 25.16 billion for coal handling and transportation systems [41]. - Aerospace Engineering is the first candidate for a project with a bid of RMB 23.92 billion for a coal gasification facility [43].

Core Viewpoint - The company has signed three significant contracts related to coal yard transportation in Indonesia, totaling over 5.5 billion yuan, marking a major breakthrough in its material transportation business in the international market [1]. Group 1: Contract Details - The contracts include a design supply contract and a construction contract with a total amount of approximately 2.516 billion yuan (including tax), expected to be ready for coal transportation by July 30, 2027 [1]. - An operation and maintenance framework agreement worth about 3.051 billion yuan (including tax) has also been signed, which will provide services for 12 years after the completion and acceptance of the previous contracts [1]. Group 2: Business Model and Market Position - The coal transportation system involved in these contracts features digitalization, intelligence, high-speed capabilities, and green energy efficiency, further strengthening the company's leading position in the material transportation sector [2]. - This project introduces a new business model of "EPC (Engineering, Procurement, and Construction) + OM (Operation Management)," upgrading the company's international business model from single equipment export to comprehensive system solutions and service value chain extension [2]. Group 3: Business Scope and International Expansion - The company's business scope includes various industries such as power, hydrogen, ports, metallurgy, oil, chemicals, coal, building materials, and mining, expanding to over ten countries including Australia, Indonesia, Vietnam, the Philippines, India, Saudi Arabia, and Cambodia [3]. - Last year, the company had 16 foreign projects with a total contract amount of 658 million yuan, primarily distributed in Peru, Indonesia, Bangladesh, and South Korea [3].

7月7日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 斯康达：公司董事长兼总经理李月杰和董事朱春城被采取刑事强制措施 工业富联二季度净利润预增约五成 工业富联(601138)发布2025年半年度业绩预告，预计上半年实现归母净利润119.58亿元—121.58亿元， 同比上升36.84%到39.12%；预计第二季度实现归母净利润67.27亿元到69.27亿元，同比上升47.72%— 52.11%，均创下同期历史新高。业绩大幅增长主要得益于AI相关业务的爆发，在第二季度AI服务器营 收同比增长超过60%，800G交换机营收达2024全年的3倍。 华友钴业：上半年净利同比预增55.62%到67.59% 瑞斯康达(603803)公告，7月5日，公司收到相关人员家属通知，因涉嫌违规披露、不披露重要信息罪， 根据《中华人民共和国刑事诉讼法》第八十二条的规定，北京市公安局朝阳分局决定对公司董事长兼总 经理李月杰和董事朱春城采取刑事强制措施，其中朱春城已被取保候审。经与有关部门了解，上述涉嫌 违规披露、不披露重要信息事项与2023年9月中国证监会对公司做出的行政处罚系同 ...

证券代码：601226 证券简称：华电科工 公告编号：临2025-036 华电科工股份有限公司 关于重大合同的公告 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。 近日，华电科工股份有限公司（以下简称"公司"）与 PT Sembada Makmur Sejahtera 签订了《努萨拉亚项目煤炭堆场（3标段）和长距 离输送系统（5标段）设计供货合同》（人民币合同）、《努萨拉亚 项目煤炭堆场（3标段）和长距离输送系统（5标段）施工合同》（印 尼盾合同），上述两份合同总金额约合人民币2,516,465,234元（含 税），预计2027年7月30日前具备输煤条件。同时，公司与 PT Sembada Makmur Sejahtera 签订了《努萨拉亚项目煤炭堆场（3标段）及长距 离输送系统（5标段）运维框架协议》（美元合同，印尼盾支付）， 协议金额约合人民币3,050,587,416.30元（含税），拟在上述两份合 同竣工且验收合格后为业主提供未来12年运行及维护服务并逐年结 算。具体情况如下： 一、合同买方情况 企业名称：PT Sem ...

证券代码：601226 证券简称：华电科工 公告编号：临 2025-035 华电科工股份有限公司 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： 每股分配比例 A 股每股现金红利0.03403元 扣税后每股现金红利：无限售条件流通股的个人股东和证券投 资基金在公司派发股息红利时暂不扣缴个人所得税，每股派发现金红 利 0.03403 元，待实际转让股票时根据持股期限计算应缴纳税额；合 格境外机构投资者(QFII)、香港市场投资者（包括企业和个人）及持 有公司有限售条件流通股的个人股东和证券投资基金按 10%税率代扣 代缴所得税，税后每股派发现金红利 0.03063 元；其他机构投资者和 法人股东，公司将不代扣代缴企业所得税，每股派发现金红利 0.03403 元。 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/4 | － | 2025/7/7 | 2025/7/7 | 差异 ...

Core Viewpoint - Huadian Technology Co., Ltd. has announced the termination of the lease for the wind turbine installation platform equipment, which will not significantly impact the company's ongoing projects or financial status [1][3]. Group 1: Contract Details - In December 2021, Huadian Technology signed a lease agreement with Shanghai Boqiang Heavy Industry Group for the "Huadian Boqiang Zhongji Julong 01" wind turbine installation platform, with a total lease cost of 648 million yuan (including tax) for a period of three years [2]. - The lease was later extended to six years in March 2025, but the total cost remained unchanged at 648 million yuan [2]. - As of the announcement date, the original contract and the amendment had been executed for only one month [2]. Group 2: Termination Agreement - The contract will be terminated effective June 1, 2025, with Huadian Technology having paid 9 million yuan for May's rent [3]. - Shanghai Boqiang agreed to waive one month’s rent and will refund the paid rent within 15 working days after the termination agreement takes effect [3]. - The original contract amount of 648 million yuan has been changed to zero, and Huadian Technology will not have any further rental obligations [3]. Group 3: Market Context - The termination of the contract will not affect Huadian Technology's ongoing projects, as there is sufficient availability of similar vessels in the market to meet current project needs [3]. - The company plans to select more suitable vessels for deep-sea construction based on the trends and developments in the domestic offshore wind power sector [3]. Group 4: Vessel Information - The "Huadian Boqiang Zhongji Julong 01" platform, also known as "Boqiang 3060," has been sold to Danish operator Cadeler and will be renamed "Wind Keeper" after upgrades [5]. - The vessel, built by CIMC Raffles, measures 133 meters in length, 53 meters in width, and has a maximum operational water depth of over 70 meters, with a leg length of 120 meters (extendable to 136 meters) [5]. - It is equipped with a 2,200-ton crane, Kongsberg DP2 dynamic positioning system, MAN engines, and Siemens propulsion systems, making it suitable for challenging offshore operations [5].

证券代码：601226 证券简称：华电科工 公告编号：临 2025-034 华电科工股份有限公司 关于终止租入风机安装平台设备的公告 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。 一、交易概述 2021 年 12 月，华电科工股份有限公司（曾用名：华电重工股份 有限公司，以下简称"公司"）与上海博强重工集团有限公司（以下 简称"上海博强"）签署了《风机安装平台设备租赁合同》，租赁其在 建"华电博强中集巨龙 01"风机安装平台。2025 年 3 月，公司与上 海博强签订了《风机安装平台设备租赁合同变更协议》，对原合同中 的租赁单价、租期等条款进行变更。具体内容详见公司于 2022 年 1 月 1 日在《中国证券报》、《证券日报》、上海证券交易所网站 （www.sse.com.cn）以及于 2025 年 3 月 29 日在《上海证券报》、《证 券时报》、上海证券交易所网站（www.sse.com.cn）披露的相关公告。 截至本公告披露日，原合同及变更协议共执行 1 个月。 二、协议终止情况 近日，公司收到上海博强通知，上海博强拟 ...