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: 2026年1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） 呈交日期: 2026年2月5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 | RMB | | 1 RMB | | 404,359,792 | 足夠公眾持股量的確認(註4) | 根據《 ...

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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 公司名稱: 綠色動力環保集團股份有限公司（備註） 呈交日期: 2026年2月5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 | RMB | | 1 RMB | ...

Investment Recommendations - Key companies recommended for investment include Longjing Environmental Protection, High Energy Environment, Sains, Hanlan Environment, Green Power Environmental Protection, and others [1] Companies to Watch - Companies suggested for attention include Dayu Water Saving, Lian Tai Environmental Protection, Wang Neng Environment, and others [2] Company Tracking - Jingjin Equipment is a leader in filter press with a market share of over 40%, and its new energy revenue is expected to grow as the lithium battery market recovers [3] - Longjing Environmental Protection has begun delivering pure electric mining trucks, with a projected domestic sales volume of 2,500 units in 2024 [3] - Sains is benefiting from rising rhenium prices driven by aerospace demand, with a rhenium price of 39.26 million yuan/ton expected by January 2026 [3] - High Energy Environment's performance exceeded expectations, driven by improvements in resource recycling profitability and strategic expansion into upstream mining [3] Event Tracking - The Shanghai Old Port Eco-Environmental Base has launched green methanol, marking a significant advancement in carbon utilization technology [4] Strategic Outlook for 2026 - The strategy emphasizes value and growth resonance, focusing on marketization and efficiency improvements in the solid waste sector [5] - Key recommendations include Hanlan Environment, Green Power, and others for their potential in dividend growth and operational efficiency [5] Industry Tracking - The sanitation equipment sector is seeing significant growth, with a 150% increase in unmanned sanitation project bids and a 71% increase in sales of new energy sanitation vehicles [7] - The market for biofuels remains stable, with prices for kitchen waste oil increasing by 100 yuan/ton [8] - Lithium battery recycling is experiencing price fluctuations, with carbonated lithium prices down by 6.2% as of January 30, 2026 [8]

Investment Rating - The report provides a positive outlook on the electricity and natural gas sectors, highlighting stable revenue mechanisms and growth potential in consumption and pricing [1][10]. Core Insights - The report emphasizes the importance of a refined capacity pricing mechanism for electricity generation, which aims to stabilize revenue and ensure fair compensation for various power sources [4][6]. - It notes that natural gas consumption is expected to grow, supported by favorable weather conditions and improved economic indicators, despite short-term price fluctuations [10][29]. Summary by Sections 1. Electricity: Improved Capacity Pricing Mechanism - The National Development and Reform Commission and the National Energy Administration have issued a notification to enhance the capacity pricing mechanism for electricity generation, addressing mismatches in supply and demand within the new power system [4]. - The new mechanism aims to ensure that different types of power generation, including coal, gas, and new energy sources, receive fair compensation based on their peak supply capabilities [6][7]. - The report highlights that the refined pricing structure will lead to more predictable revenue for power generation companies, reducing volatility in earnings [7]. 2. Natural Gas: Continued Growth in Consumption - The report indicates that the apparent consumption of natural gas in China is projected to grow by 0.1% in 2025, with December consumption reaching 38.57 billion cubic meters, a year-on-year increase of 1.9% [29]. - It notes that the recent cold weather has supported high natural gas prices, with the U.S. Henry Hub spot price at $7.18/mmBtu, while European prices remain elevated due to low inventory levels and geopolitical tensions [10][12]. - The report suggests that the natural gas sector will benefit from a combination of lower costs and improved pricing mechanisms, leading to a recovery in profitability for city gas companies [31]. 3. Investment Recommendations - For coal-fired power, companies like Guodian Power and Inner Mongolia Huadian are recommended due to their stable revenue sources [8]. - Hydropower companies such as Yangtze Power and State Power Investment Corporation are highlighted for their potential to improve profit margins through reduced capital expenditures [8]. - In the nuclear sector, China National Nuclear Power and China General Nuclear Power are suggested for their growth potential as new units are approved [8]. - The report also recommends focusing on integrated natural gas companies like ENN Energy and China Gas Holdings, which are expected to benefit from lower costs and increased sales [31].

Investment Rating - The report maintains a positive outlook on the power and gas sectors, indicating a favorable investment environment due to policy improvements and market dynamics [1]. Core Insights - The report highlights the recent improvements in the capacity pricing mechanism for power generation, which aims to stabilize revenue and enhance the profitability of various power sources [6][10]. - It notes a slight increase in natural gas consumption in 2025, with a projected growth of 0.1% year-on-year, indicating a stable demand outlook for the gas sector [32]. Summary by Sections 1. Power Sector: Capacity Pricing Mechanism Improvement - The National Development and Reform Commission and the National Energy Administration have issued a notification to enhance the capacity pricing mechanism for power generation, addressing mismatches in supply and demand within the new energy system [6]. - The new mechanism introduces differentiated pricing for various types of regulatory power sources, ensuring that their capacity value is adequately compensated [7]. - A unified compensation standard for peak capacity across different power sources is established, promoting rational investment and resource allocation in the power sector [8][10]. 2. Gas Sector: Continued Growth in Natural Gas Consumption - Natural gas consumption in China is expected to reach 385.7 billion cubic meters by December 2025, reflecting a year-on-year increase of 1.9% [32]. - The report emphasizes the impact of cold weather on gas prices, with global prices remaining high, particularly in the U.S. and Europe, which supports the profitability of gas companies [13][19]. - The report suggests that the gas sector will benefit from a combination of lower costs and improved demand, particularly for city gas companies, with recommendations for several key players in the market [34]. 3. Weekly Market Review - The report notes that the public utility, power, gas, and environmental sectors underperformed relative to the Shanghai and Shenzhen 300 index during the week of January 24 to January 30, 2026 [36]. 4. Company and Industry Dynamics - As of the end of 2025, the total installed power generation capacity in China reached 3.89 billion kilowatts, a year-on-year increase of 16.1%, with significant growth in solar and wind power installations [43]. - The report includes various company announcements, highlighting performance forecasts and operational updates from key players in the energy sector [44].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601330 证券简称：绿色动力 公告编号：临2026-004 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 2025年第四季度主要经营数据公告 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。 根据《上海证券交易所上市公司自律监管指引第3号一一行业信息披露》，绿色动力环保集团股份有限 公司（以下简称"公司"）现将公司垃圾处理业务2025年第四季度主要经营数据公告如下： 据公司初步统计，2025年第四季度公司下属子公司合计垃圾进厂量为380.76万吨，发电量为137,336.32 万度，上网电量为115,299.32万度，供汽量为33.24万吨。2025年下属子公司累计垃圾进厂量为1,472.96 万吨，同比增长2.41%；累计发电量为524,008.60万度，同比增长1.80%；累计上网电量为435,928.29万 度，同比增长2.31%，累计供汽量为112.05万吨，同比增长98.81%。 主要经营数据分区域统计如下： ■■ 以上数据源自 ...

格隆汇1月30日丨绿色动力环保(01330.HK)公告，截至2025年12月31日止3个月第四季度集团下属子公司 合计垃圾进厂量为380.76万吨，发电量为137,336.32万度，上网电量为115,299.32万度，供汽量为33.24万 吨。2025年下属子公司累计垃圾进厂量为1,472.96万吨，同比增长2.41%；累计发电量为524,008.60万 度，同比增长1.80%；累计上网电量为435,928.29万度，同比增长2.31%，累计供汽量为112.05万吨，同 比增长98.81%。 ...

Core Viewpoint - Green Power (601330) announced significant operational metrics for its subsidiaries, indicating steady growth in waste processing and energy generation for the fourth quarter of 2025 [1] Group 1: Operational Metrics - The total waste processed by the group's subsidiaries in Q4 2025 is projected to be 3.8076 million tons [1] - The total electricity generated is expected to reach 1,373.3632 million kWh [1] - The grid-connected electricity is estimated at 1,152.9932 million kWh [1] - The total steam supply is projected to be 332,400 tons [1] Group 2: Yearly Performance - For the full year 2025, the cumulative waste processed by subsidiaries is expected to be 14.7296 million tons, representing a year-on-year increase of 2.41% [1] - The cumulative electricity generated is projected to be approximately 5.24 billion kWh, reflecting a year-on-year growth of 1.80% [1] - The cumulative grid-connected electricity is estimated at approximately 4.359 billion kWh, with a year-on-year increase of 2.31% [1] - The cumulative steam supply is expected to reach 1.1205 million tons, showing a significant year-on-year increase of 98.81% [1]

智通财经APP讯，绿色动力环保(01330)公布，于2025年第四季度集团下属子公司合计垃圾进厂量为 380.76万吨，发电量为137,336.32万度，上网电量为115,299.32万度，供汽量为33.24万吨。2025年下属子 公司累计垃圾进厂量为1,472.96万吨，同比增长2.41%;累计发电量为约52.4亿度，同比增长1.80%;累计上 网电量为约43.59亿度，同比增长2.31%，累计供汽量为112.05万吨，同比增长98.81%。 ...

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 就 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） 截至二零二五年十二月三十一日止三個月 第四季度及截至二零二五年十二月三十一日止 十二個月未經審核營運數據公告 – 2 – 上 文 所 披 露 的 營 運 數 據 未 經 審 核，乃 根 據 本 集 團 初 步 內 部 資 料 編 製，或 會 因 核 對 相 關 營 運 資 料 過 程 中 的 各 項 不 確 定 因 素 而 變 更，及 有 別 於 本 公 司 按 年、半 年 或 季 度 所 刊 發 經 審 核 或 未 經 審 核 綜 合 財 務 報 表 將 予 披 露 的 數 據。該 等 數 據 不 應 視 ...