Dynagreen(601330)
Search documents
绿色动力涨2.12%,成交额6300.05万元,主力资金净流入67.35万元

Xin Lang Cai Jing· 2025-09-10 03:01
资金流向方面,主力资金净流入67.35万元,特大单买入230.72万元,占比3.66%,卖出0.00元,占比 0.00%;大单买入1124.98万元,占比17.86%,卖出1288.35万元,占比20.45%。 截至6月30日,绿色动力股东户数3.64万,较上期减少6.07%;人均流通股0股,较上期增加0.00%。2025 年1月-6月,绿色动力实现营业收入16.84亿元,同比增长1.41%;归母净利润3.77亿元,同比增长 24.49%。 分红方面,绿色动力A股上市后累计派现14.45亿元。近三年,累计派现7.94亿元。 9月8日,绿色动力盘中上涨2.12%,截至13:25,报7.21元/股,成交6300.05万元,换手率0.89%,总市值 100.47亿元。 绿色动力今年以来股价涨13.36%,近5个交易日涨3.15%,近20日跌0.69%,近60日涨2.41%。 资料显示,绿色动力环保集团股份有限公司位于广东省深圳市南山区科技南十二路九洲电器大厦二楼, 成立日期2000年3月29日,上市日期2018年6月11日,公司主营业务涉及从事使用垃圾焚烧技术处理生活 垃圾的垃圾焚烧发电厂的投资、建设、营运、维护以 ...
公用事业AI带动数据中心景气向上,电力需求有多少?
Tianfeng Securities· 2025-09-08 02:49
Industry Rating - The report maintains an "Outperform" rating for the public utility sector [1] Core Insights - The data center industry in China is expected to reach a market size of 304.8 billion yuan and over 10 million standard racks by 2024, both achieving a year-on-year growth of over 20% [2][25] - The emergence of AI technologies, particularly large models, is driving significant demand for computing power, which is expected to enhance the growth of data centers [3][65] - The increasing electricity demand from data centers is projected to lead to a transformation towards greener computing solutions [4][111] Summary by Sections 1. Progress of China's Data Center Industry - The development of China's data center industry has evolved through four stages, with computing power becoming the driving force in the digital economy since 2020 [9][18] - The market is characterized by a significant regional distribution, with the "East Data West Computing" initiative promoting a balanced development across eight hubs and ten clusters [32][38] 2. AI's Impact on Data Center Demand - The launch of DeepSeek in January 2025 is expected to significantly increase the rack utilization rate in third-party data centers [3][79] - The average rack utilization rate in China was 56.4% by the end of 2023, indicating a mismatch between supply and demand [56] - The global demand for computing power is projected to grow at a rate exceeding 50% annually, with AI applications driving this growth [65][71] 3. Electricity Demand and Green Transformation - Data centers' electricity costs typically account for over 50% of their total operating costs, with some internet clients seeing this figure rise to 70-80% [95] - The International Energy Agency (IEA) predicts that global data center electricity consumption will double from 415 TWh in 2024 to approximately 945 TWh by 2030, with a compound annual growth rate of about 15% [101] - By 2030, China's data center electricity demand is expected to reach between 300 billion and 700 billion kWh, representing 2.3% to 5.3% of the total electricity consumption [108][109]
绿色动力:9月15日将举行2025年半年度业绩说明会
Zheng Quan Ri Bao· 2025-09-05 11:40
Core Viewpoint - The company, Green Power, announced that it will hold a semi-annual performance briefing on September 15, 2025, from 15:00 to 16:00 [2] Company Summary - Green Power plans to conduct a performance explanation meeting for the first half of 2025 [2] - The meeting is scheduled to take place in the afternoon, specifically between 15:00 and 16:00 [2] - The date of the meeting is set for September 15, 2025 [2] Industry Summary - No specific industry-related content is provided in the announcement [2]
绿色动力环保(01330) - 海外监管公告 - 关於召开2025年半年度业绩说明会的公告

2025-09-05 09:45
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依賴該等內容而引致的任何損失承擔任何責 任。 綠色動力環保集團股份有限公司 Dynagreen Environmental Protection Group Co., Ltd.* (於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司) (股 份 代 號:1330) 海外監管公告 本公告乃由綠色動力環保集團股份有限公司(「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。 以下為本公司於上海證券交易所網站刊發之《關 於 召 開2025年半年度業績說明 會 的 公 告》,僅 供 參 閱。 成蘇寧 中 國,深 圳 二零二五年九月五日 於 本 公 告 日 期,執 行 董 事 為 成 蘇 寧 先 生 及 胡 聲 泳 先 生;非 執 行 董 事 為 趙 志 雄 先 生、胡 天 河 先 生、燕 春 旭 先 生 及 胡 勇 先 生;及 獨 立 非 執 行 董 ...
绿色动力(601330) - 关于召开2025年半年度业绩说明会的公告

2025-09-05 08:45
一、 说明会类型 | 证券代码:601330 | 证券简称:绿色动力 公告编号:临 | | --- | --- | | 转债代码:113054 | 转债简称:绿动转债 | | | 2025-049 | 绿色动力环保集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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: https://roadshow.sseinfo.com/) 绿色动力环保集团股份有限公司(以下简称"公司")已于 2025 年 8 月 29 日披露公司 2025 年半年度报告,为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况,公司计划于 2025 年 9 月 15 日 15:00-16:00 举行 2025 年半年度业绩说明会,就投资者关心的问题进行交流。 (一)投资者可在 2025 年 9 月 15 日(星期一)15:00-16:00 通过互联网登 录上证路演中心(https://roadshow.sseinfo.com/),在线参与本次业绩说明会, 公司将及 ...
绿色动力(601330) - 2025年8月证券变动月报表

2025-09-04 08:45
FF301 公司名稱: 綠色動力環保集團股份有限公司(備註) 呈交日期: 2025年9月4日 I. 法定/註冊股本變動 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8月31日 狀態: 新提交 致:香港交易及結算所有限公司 | 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) | 01330 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 404,359,792 RMB | | | 1 RMB | | 404,359,792 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 404,359,792 RMB | | | 1 RMB | | 404,359,792 | | 2. 股份分類 | 普通股 | 股份 ...
绿色动力环保(01330) - 截至二零二五年八月三十一日止股份发行人的证券变动月报表

2025-09-04 08:00
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8月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 綠色動力環保集團股份有限公司(備註) 本月底法定/註冊股本總額: RMB 1,393,453,476 第 1 頁 共 10 頁 v 1.1.1 呈交日期: 2025年9月4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) | 01330 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 404,359,792 RMB | | | 1 RMB | | 404,359,792 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 404,359,792 R ...
【私募调研记录】石锋资产调研绿色动力
Zheng Quan Zhi Xing· 2025-09-04 00:09
Group 1 - The recent research conducted by Shifeng Asset focused on Green Power, indicating a potential decrease in financial expenses due to reduced maintenance costs and lower environmental and material fees resulting from centralized procurement and refined management [1] - National subsidies are concentrated in July and August, with approximately 36% of accounts receivable attributed to national subsidies as of June 30, 2025, and 53% related to waste treatment fees [1] - The company reported a capital expenditure of 197 million yuan in the first half of 2025, a decrease compared to the previous year, and is planning to expand into overseas markets, having participated in an EPC project bid in Malaysia [1]
绿色动力环保涨超7% 上半年归母净利同比增加24.49% 供汽业务成为业绩增长核心引擎
Zhi Tong Cai Jing· 2025-09-03 03:27
Core Viewpoint - Green Power (601330) has shown a significant increase in stock price, rising by 7.56% to HKD 4.84, with a trading volume of HKD 15.83 million, following the release of its mid-year performance for 2025 [1] Group 1: Financial Performance - For the first half of 2025, the company reported a revenue of CNY 1.684 billion, reflecting a year-on-year increase of 1.41% [1] - The net profit attributable to shareholders reached CNY 377 million, marking a substantial growth of 24.49% [1] - The weighted Return on Equity (ROE) was 4.56%, an increase of 0.77 percentage points [1] Group 2: Revenue Drivers - The company achieved revenue growth despite a decline in construction income, with construction revenue for the first half of 2024 at CNY 23 million and no construction revenue in the first half of 2025 [1] - Key contributors to revenue growth included an increase in sludge expansion, higher garbage volume, increased steam supply, and enhanced sales from leachate biogas purification [1] - Operating revenue for the same period increased by CNY 46 million, a year-on-year rise of 2.83% [1] Group 3: Dividend and Cash Flow - The current dividend yield for the company is 6.87% for Hong Kong shares and 4.29% for A-shares [1] - Free cash flow continued to strengthen in the first half of 2025, indicating potential for increased dividends [1] Group 4: Business Expansion - The company has been actively expanding its non-electricity businesses, particularly in heating, to mitigate the impact of national subsidy reductions [2] - In the first half of 2025, the steam supply business saw rapid growth, with a total supply of 513,800 tons, representing a significant year-on-year increase of 114.98% [2] - Several projects in the heating sector achieved breakthroughs, contributing to a notable increase in profits due to the high margin and quality cash flow associated with this business [2]
港股异动 | 绿色动力环保(01330)涨超7% 上半年归母净利同比增加24.49% 供汽业务成为业绩增长核心引擎
Zhi Tong Cai Jing· 2025-09-03 03:24
Group 1 - The core viewpoint of the news is that Green Power Environmental (01330) has shown significant growth in its financial performance for the first half of 2025, with a notable increase in net profit and revenue despite challenges in construction revenue [1][2] - For the first half of 2025, the company reported operating revenue of 1.684 billion yuan, a year-on-year increase of 1.41%, and a net profit attributable to shareholders of 377 million yuan, reflecting a growth of 24.49% [1] - The company's return on equity (ROE) for the same period was 4.56%, an increase of 0.77 percentage points [1] Group 2 - The company has effectively expanded its non-electricity business, particularly in heating supply, to mitigate the impact of national subsidy reductions [2] - In the first half of 2025, the heating supply business achieved rapid growth, with a total supply of steam reaching 513,800 tons, a substantial year-on-year increase of 114.98%, becoming a core driver of performance growth [2] - The heating business, characterized by high margins and quality cash flow, has contributed significantly to the company's profit increase [2]