| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) | 成交量(*) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-16 | 嘉泽新能 | SISTA | 4.14 | 2220.53 | 536.36 | 友址夺股份有限 | 小雪缘 > | | 2025-12-16 | 嘉泽新能 | SISTA | 4.14 | 1461.71 | 353.07 | 发生有限 | _发证券股份有限 | 12月16日，嘉泽新能大宗交易成交889.43万股，成交额3682.24万元，占当日总成交额的8.25%，成交价4.14元，较市场收盘价4.5元折价8%。 ...

在技术创新领域，公司2015年建成西北首个智能微电网示范项目——红寺堡源网荷储智慧园区，集成 风、光、储、微燃机多能互补系统，获评"国家新能源微电网示范项目"并于2022年通过碳中和认证，其 孤岛运行、自调峰能力为能源安全提供创新范本。 日前，嘉泽新能（601619）发布公告，拟投建两个风电项目，合计估算投资约23.66亿元，其中敦化泽 瑞新能源300MW风电项目估算总投资约16.31亿元，融安板榄150MW风电项目估算总投资约7.35亿元。 此外，公司还公告拟投资35.57亿元在黑龙江省鸡西市鸡东县30万吨绿氢醇航油化工联产项目，进军绿 色化工。公司将视上述项目进展情况分期分批投入资金。 公司本次布局的两大风电项目，分别在吉林长白山（603099）余脉与广西柳州山区，前者依托敦化丰富 风能资源，采用包括7.7兆瓦等大单机容量风机，后者以7.5兆瓦风机为主力机型，既充分挖掘区域自然 资源禀赋，又通过技术升级提升发电效率。 在"双碳"目标引领的能源革命浪潮中，嘉泽新能源股份有限公司以"献人类清洁绿电，还自然碧水蓝 天"为使命，深耕光伏风电领域十余载。从宁夏一隅的风电开拓者，成长为业务覆盖22个省区市的综合 能源 ...

根据公告，项目计划于2026年5月开始土建施工，计划于2027年10月完成全部土建及设备安装工作，进 入调试运行阶段，并计划于2027年底启动生产。 该项目划总投资约35.57亿元，以非粮生物质秸秆、玉米芯为原料生产30万吨级/年绿醇。根据规划，项 目主要将生物质中的木质素经过汽爆、酶解、分离、制浆等工艺生产生物质浆料，生物质浆料经气流床 加压气化后生产合成气，合成气经变换、脱硫脱碳、甲醇合成等工序生产绿色甲醇。加工过程中副产的 纤维素经发酵生产绿色乙醇。 12月15日，嘉泽新能（601619）源股份有限公司发布公告称，下属公司拟投资建设黑龙江省鸡西市鸡东 县30万吨绿氢醇航油化工联产项目。 ...

安博通：筹划发行H股并在香港联交所上市 12月15日，安博通(688168)发布公告称，公司拟在境外发行股份（H股）并在香港联合交易所有限公司 上市。公司董事会同意授权公司管理层启动本次H股上市的前期筹备工作，授权期限为自董事会审议通 过之日起12个月内。 祥生医疗前三季度利润分配方案：拟每10股派3元 12月15日，祥生医疗(688358)发布公告称2025年前三季度利润分配方案，公司拟向全体股东每10股派发 现金红利3元（含税）。 君实生物：JS212临床试验获FDA批准 12月15日，君实生物(688180)发布公告称，公司收到美国食品药品监督管理局（FDA）的通知， EGFR/HER3双特异性抗体偶联药物（代号：JS212）用于治疗晚期实体瘤的临床试验申请获得FDA批 准。JS212是重组人源化抗表皮生长因子受体和人表皮生长因子受体3双特异性抗体偶联药物，主要用于 晚期恶性实体瘤的治疗。 12月15日，中环环保(300692)发布公告称，本次向特定对象发行股票的对象为公司实际控制人刘杨，向 特定对象发行股票数量不超过4379.56万股（含本数），占本次发行前公司总股本的9.51%，向特定对象 发行股票 ...

Investment Ratings - The report maintains a "Buy" rating for both the power equipment and environmental protection sectors [1]. Core Views - The Central Economic Work Conference emphasizes the application of green electricity and promotes the development of hydrogen, ammonia, methanol, and energy storage, indicating a positive outlook for investment opportunities in green energy sectors in 2026 [3]. - Domestic energy storage saw significant growth in November, with newly installed capacity reaching 4.51GW/13.03GWh, reflecting a month-on-month increase of 57.14% in power and 74.66% in capacity [3][7]. - The report highlights the importance of hydrogen and green fuels as new growth points, with expectations for increased investment in these areas due to supportive policies and market conditions [4]. Summary by Sections Energy Storage - Domestic energy storage is experiencing a boom, with November's new installations showing a 45.95% year-on-year increase in power and a 49.6% increase in capacity [3][7]. - The report anticipates that independent energy storage tenders will maintain a good level in 2026, supported by a complete revenue model through energy markets and auxiliary services [3]. Hydrogen and Green Fuels - The report suggests that hydrogen and methanol will play a crucial role in the non-electric applications of green electricity, with significant investment expected in these areas [4]. - The development of zero-carbon parks and factories is also highlighted as a key initiative for 2026 [3]. Wind Power - The report notes that in 2024, onshore wind power installations are expected to reach 75.8GW, a year-on-year increase of 9.68%, while offshore wind installations are projected to be 4.0GW, a decrease of 40.85% [8]. - The bidding capacity for wind power equipment in 2024 is expected to be 164.1GW, a 90% increase year-on-year [13]. Lithium Battery - The report indicates that the demand for lithium batteries remains strong, with December's retail sales of new energy vehicles expected to show a bright performance despite a year-on-year decline of 17% [19]. - The supply chain for lithium batteries is expected to stabilize, with ongoing negotiations for long-term contracts and price adjustments [22][23].

Corporate Changes - Wang Ying, the chairman of Pudong Jinqiao, has resigned due to work transfer [2] - Xu Yinghui has become the new actual controller of Gu Ao Technology after a voting rights entrustment agreement [4][5] Profit Distribution - Xiangsheng Medical plans to distribute a cash dividend of 3 yuan per 10 shares for the first three quarters of 2025 [3] Investment Projects - Jiaze New Energy intends to invest approximately 3.557 billion yuan in a green hydrogen and methanol co-production project in Jixi City, Heilongjiang Province [6] - Longfei Optical Fiber's subsidiary plans to participate in establishing an investment fund with a total subscription amount of 830 million yuan [11] Financing Activities - Jinpan Technology has received approval from the China Securities Regulatory Commission to issue convertible bonds to unspecified investors [7] Acquisitions - Zoli Pharmaceutical has signed an agreement to acquire a multi-trace element injection asset group from Future Medicine for a total price of 356 million yuan [8] Product Approvals - Nine安 Medical's U.S. subsidiary has received pre-market notifications from the FDA for its multi-detection kits for various viruses [9] National Projects - Saiyi Information has been approved to lead a national major science and technology project focused on intelligent manufacturing systems and robotics [10]

以下是第一财经对一些重要公告的汇总，供投资者参考。 浦东金桥(600639)公告，董事长王颖因工作调动，不再担任公司董事、董事长以及董事会战略委员会主任委员、提名委员会委员职务，另有任用。 祥生医疗前三季度利润分配方案：拟每10股派3元 祥生医疗(688358)公告2025年前三季度利润分配方案，经公司第三届董事会第十七次会议审议通过，公司拟以实施权益分派股权登记日登记的总股本扣减公 司回购专用证券账户中的股份为基数分配利润。本次利润分配方案如下：公司拟向全体股东每10股派发现金红利3元（含税）。 古鳌科技：实控人变更为徐迎辉 股票12月15日复牌 【品大事】 浦东金桥：董事长王颖因工作调动离任 古鳌科技(300551)公告，12月12日，公司实际控制人陈崇军与徐迎辉签订《表决权委托协议》，陈崇军持有的古鳌科技6769.35万股股份的表决权委托给徐迎 辉行使。《表决权委托协议》生效后，徐迎辉持有上市公司的表决权比例为19.91%，截至本协议签署之日，徐迎辉直接持有上市公司股权比例为4.50%，徐 迎辉合计持有上市公司表决权比例为24.41%，上市公司实际控制人变更为徐迎辉。经公司申请，公司股票自12月15日（ ...

Investment Rating - The report maintains a "Buy" rating for the public utility sector [5] Core Views - The report emphasizes the importance of green electricity consumption and solid waste management in the context of the "dual carbon" goals set for 2026, suggesting a focus on the green electricity sector for potential valuation recovery [4][8] - The report highlights the ongoing decline in electricity prices and the need for adjustments in the installation rhythm of new green electricity projects based on regional supply and demand [4][3] - The report suggests that the electricity market reform is progressing, with a focus on expanding the electricity spot market and auxiliary services, while also noting the transformation of thermal power's functional positioning [4] Summary by Sections Market Review - The SW public utility sector experienced a slight decline of 0.09% this week, ranking 11th among 31 SW sectors, while the Shanghai Composite Index fell by 0.34% [23] - Among sub-sectors, thermal power increased by 0.22%, while hydropower decreased by 0.26% [23] - The top five performing stocks in the public utility sector this week were: Jiaze New Energy (+9.71%), Yinxing Energy (+8.58%), Zhongtai Co. (+7.79%), Xichang Power (+5.38%), and Chenzhou International (+4.14%) [29] Price Updates - The report notes a significant drop in thermal coal prices, with Qinhuangdao port's 5500 kcal thermal coal price decreasing by 39 CNY/ton this week [2][9] - The average settlement price for electricity in Guangdong was reported at 292.88 CNY/MWh, down from 354.64 CNY/MWh the previous week [10] Key Events - Various provinces have begun releasing results for the "136" document's incremental project bidding, with significant volumes of green electricity being auctioned at varying prices [3][7] - The Central Economic Work Conference reiterated the commitment to the "dual carbon" goals, emphasizing the need for a comprehensive green transition and the expansion of green electricity applications [8]

格隆汇12月14日丨嘉泽新能(601619.SH)发布公告，为满足公司生产经营和发展战略的需要，公司董事 会同意投资建设450MW风电项目，项目名称为敦化泽瑞新能源300MW风电项目、融安板榄150MW风电 项目。项目建设单位均为公司下属公司。估算总投资共计约人民币236,618.99万元，公司将视项目进展 情况分期分批投入资金。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 ...

交易行情显示，12月12日，嘉泽新能涨停收盘，报涨停价4.63元/股，总市值134.9亿元。 北京商报讯(记者马换换王蔓蕾)12月14日，嘉泽新能（601619）披露公告称，公司拟投建敦化泽瑞新能 源300MW风电项目，项目估算总投资约16.31亿元；融安板榄150MW风电项目，项目估算总投资约7.35 亿元。上述拟投建风电项目装机容量共计450MW，估算总投资共计约23.66亿元；公司将视项目进展情 况分期分批投入资金。 同日，嘉泽新能披露公告称，为满足公司生产经营和发展战略的需要，根据公司控股子公司上海嘉益荣 源能源化工有限公司(以下简称"上海嘉益荣源")与鸡西市人民政府签订的《鸡西市绿氢醇航油化工联产 项目投资合同》，上海嘉益荣源全资子公司黑龙江嘉益荣源绿色化工有限公司拟采用自有和向金融机构 融资等方式筹措资金，投资建设黑龙江省鸡西市鸡东县30万吨绿氢醇航油化工联产项目，上述绿氢醇项 目计划总投资约35.57亿元(最终以项目建设实际投资为准)。公司将视项目进展情况分期分批投入资金。 公告显示，敦化泽瑞新能源300MW风电项目建设单位为公司三级子公司敦化泽瑞新能源有限公司；融 安板榄150MW风电项目建设 ...