Group 1 - Zhongyou Insurance has acquired 726,000 shares of Green Power Environmental, triggering a stake increase [1][2] - Prior to this acquisition, Zhongyou Insurance held 19.784 million shares, representing 4.8927% of the H-share capital [2][3] - After the acquisition, the total shares held increased to 20.51 million, raising the ownership percentage to 5.0722% [2][3] Group 2 - In 2023, insurance companies have made 21 stake increases in listed companies, surpassing the total for the entire previous year [1][5] - Major insurance firms, including Ping An Life and Great Wall Life, have also made significant stake increases in various companies across different sectors [5] - The trend of stake increases is driven by low interest rates, regulatory support for long-term investments, and a focus on high-dividend stocks [5]

Core Points - The company announced a cash dividend of RMB 0.2 per share for the fiscal year 2024, approved at the shareholders' meeting on June 25, 2025 [2][4][12] - The total cash dividend distribution amounts to RMB 278,690,629.80, based on a total share capital of 1,393,453,149 shares [4][12] - The record date for the dividend distribution is set for July 29, 2025, with the ex-dividend date on July 30, 2025 [12][14] Dividend Distribution Details - The cash dividend of RMB 0.2 per share is inclusive of tax [4][6] - The distribution will be managed by China Securities Depository and Clearing Corporation Limited, Shanghai Branch, with specific procedures for different types of shareholders [6][7] - For individual shareholders holding shares for over one year, the dividend is exempt from personal income tax, while those holding for less than one year will have tax calculated upon share transfer [6][7] Convertible Bond Information - The company’s convertible bond, "Green Dynamic Convertible Bond," will have its conversion price adjusted from RMB 9.35 to RMB 9.15 per share due to the cash dividend distribution [14][15] - The adjustment will take effect on July 30, 2025, and the bond will be suspended from conversion from July 22 to July 29, 2025 [10][14] - The initial issuance of the convertible bond was RMB 2.36 billion, with a face value of RMB 100 per bond [11]

Investment Rating - The report rates the environmental industry as "Overweight" indicating that it is expected to outperform the overall market [2][10]. Core Insights - Insurance capital is increasingly investing in environmental assets, driven by favorable policies and the potential for long-term stable returns [2]. - The report highlights that insurance companies have made multiple significant investments in environmental firms, showcasing the sector's investment value [2]. - The water and waste management sectors are characterized by stable demand and revenue, with a strong potential for profit growth due to factors like water price adjustments and reduced financial costs [2]. - Cash flow in the environmental sector is expected to improve, leading to higher dividends as companies respond to shareholder return demands [2]. - Investing in environmental assets offers insurance companies a combination of dividends, earnings per share (EPS) growth, and valuation increases [2]. Summary by Sections Investment Opportunities - The report identifies specific companies for investment, recommending A-shares such as Hanlan Environment, Xingrong Environment, Yongxing Co., Hongcheng Environment, Green Power, Junxin Co., and Chengfa Environment, as well as H-shares like Conch Venture, Everbright Environment, and Yuehai Investment [2]. Financial Metrics - The report provides detailed financial metrics for various environmental companies, including market capitalization, dividend rates, and expected earnings growth for 2024 and 2025 [5]. For instance, Junxin Co. has a market cap of 120 billion RMB with a projected PE of 22 and a dividend yield of 4.23% for 2024 [5].

证券代码：601330 证券简称：绿色动力 公告编号：临 2025-038 转债代码：113054 转债简称：绿动转债 绿色动力环保集团股份有限公司 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0.2元 本次利润分配以方案实施前的公司总股本1,393,453,149股为基数，每股派发 现金红利0.2元（含税），共计派发现金红利278,690,629.80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 | 2025/7/29 | － | 2025/7/30 | 2025/7/30 | | ? 差异化分红送转：否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经绿色动力环保集团股份有限公司（以下简称"公司"）2025 年 6 月 25 日召开的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券 ...

| 证券代码：601330 | 证券简称：绿色动力 | 公告编号：临 2025-039 | | --- | --- | --- | | 转债代码：113054 | 转债简称：绿动转债 | | 绿色动力环保集团股份有限公司 关于"绿动转债"转股价格调整的公告 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。 重要内容提示： 证券停复牌情况：适用 因绿色动力环保集团股份有限公司（以下简称"公司"）实施 2024 年年度权 益分派,本公司的相关证券停复牌情况如下："绿动转债"于 2025 年 7 月 22 日至 2025 年 7 月 29 日（权益分派股权登记日）期间停止转股。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 113054 | 绿动转债 | 可转债转股复牌 | | | 2025/7/29 | 2025/7/30 | 经中国证监会《关于核准绿色动力环保集团股份有限公司公开 ...

| 证券代码：601330 | 证券简称：绿色动力 | 公告编号：临 2025-038 | | --- | --- | --- | | 转债代码：113054 | 转债简称：绿动转债 | | 绿色动力环保集团股份有限公司 2024年年度权益分派实施公告 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。 重要内容提示： 每股分配比例 A 股每股现金红利0.2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 | 2025/7/29 | － | 2025/7/30 | 2025/7/30 | 差异化分红送转：否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经绿色动力环保集团股份有限公司（以下简称"公司"）2025 年 6 月 25 日召开的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司 ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending specific companies for investment based on their potential benefits from recent developments [3][4]. Core Insights - The commencement of the Yarlung Tsangpo River downstream hydropower project is expected to significantly boost demand for hydropower equipment, benefiting leading companies in the sector [4][14]. - The report highlights a decline in European and Asian gas prices due to varying supply and demand dynamics, suggesting a potential opportunity for gas companies [17][18]. Summary by Sections 1. Power: Yarlung Tsangpo Downstream Hydropower Project Commencement - The Yarlung Tsangpo River has substantial hydropower resources, with a theoretical capacity of 113 million kilowatts, making it one of the richest rivers in Tibet [8]. - The project involves the construction of five cascade power stations with a total investment of approximately 1.2 trillion yuan, primarily for power transmission outside Tibet [9][10]. - The project is expected to create a demand for hydropower equipment, with estimated annual orders of 4 billion yuan for Dongfang Electric and Harbin Electric, ensuring stable long-term performance for these companies [14][16]. 2. Gas: Global Supply and Demand Variations - As of July 18, the Henry Hub spot price in the US was $3.57/mmBtu, reflecting a weekly increase of 7.57%, while European gas prices showed a decline [17][19]. - The report notes that despite high temperatures increasing gas demand in the US, the overall supply remains stable, leading to a mixed outlook for gas prices [20][26]. - Recommendations include focusing on integrated gas companies like Kunlun Energy and New Hope Energy, which are expected to benefit from cost reductions and improved profitability [37]. 3. Weekly Market Review - The report indicates that the public utility, power, power equipment, environmental protection, and gas sectors underperformed compared to the CSI 300 index during the week [41]. 4. Company and Industry Dynamics - Recent government initiatives in Qingdao aim to accelerate the development of non-fossil energy and offshore wind projects, indicating a supportive policy environment for renewable energy [45]. - The report also highlights significant developments in nuclear power and energy storage projects in various provinces, showcasing ongoing investments in clean energy [47][48]. 5. Key Company Valuation Table - The report includes a valuation table for key companies in the public utility and environmental sectors, providing insights into their market positions and potential for growth [51].

证券代码：601330 证券简称：绿色动力 公告编号：临 2025-037 转债代码：113054 转债简称：绿动转债 绿色动力环保集团股份有限公司 关于实施 2024 年年度权益分派时 "绿动转债"停止转股的提示性公告 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。 因实施 2024 年年度权益分派,绿色动力环保集团股份有限公司（以下简称"公 司"）的相关证券停复牌情况如下：2024 年年度权益分派公告前一交易日（2025 年 7 月 22 日）至权益分派股权登记日期间，"绿动转债"将停止转股。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 期间 | | | | 113054 | 绿动转债 | 可转债转股停牌 | 2025/7/22 | | | | 一、本次权益分派方案的基本情况 （一）公司 2024 年年度利润分配方案为：以实施权益分派股权登记日总股本 为基数， ...

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： 转债代码：113054 转债简称：绿动转债 ? 绿色动力环保集团股份有限公司（以下简称"公司"或"绿色动力"）控股股 东北京市国有资产经营有限责任公司（以下简称"北京国资公司"）拟将其持有 的公司股份139,345,273股（人民币普通股，占公司总股本的10.00%）无偿划转至 其全资子公司北京工业发展投资管理有限公司（以下简称"北工投资"）。划转 完成后，北京国资公司直接持有公司32.63%股权，通过全资子公司北工投资间接 持有公司10.00%股权，通过全资子公司北京国资（香港）有限公司（以下简称"北 京国资（香港）"）间接持有公司1.78%股权。 ? 本次权益变动不会导致公司的控股股东和实际控制人发生变化，公司控股股东 和实际控制人仍为北京国资公司。 一、本次无偿划转的基本情况 绿色动力环保集团股份有限公司 证券代码：601330 证券简称：绿色动力 公告编号：临 2025-036 公司于2025年7月14日获悉，北京国资公司出具《北京市国有资产经营有限责任公 ...

绿色动力环保集团股份有限公司 上市公司名称：绿色动力环保集团股份有限公司 股票上市地点：上海证券交易所 股票简称：绿色动力 股票代码：601330.SH 信息披露义务人：北京工业发展投资管理有限公司 注册地址：北京市东城区隆福寺街95号钱粮胡同38号2幢6层B601-1 通讯地址：北京市东城区隆福寺街95号隆福大厦A座六层 股份变动性质：股份增加（国有股权无偿划转） 签署日期：2025年7月 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露了信息披露义务人在绿色动力环保集团股份有限公司中拥 有权益的股份变动情况。截至本报告书签署日，除本报告书披露的信息外，信 息披露义务人没有通过任何其他方式增加或减少在绿色动力环保集团股份有限 公司拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。除本报告书披露 的信息外，信息披露义务人没有委托或者授权任何其他人提供未在本报告书中 列载的信息和对本报告书做出任何解释或者说明。 五、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗 漏，并对其真实性、准确性和完整性承担个别和连带的法律责任。 六、本报告书部分数据计 ...