12月25日，嘉泽新能大宗交易成交302.56万股，成交额1255.62万元，占当日总成交额的5.85%，成交价 4.15元，较市场收盘价4.6元折价9.78%。 | A 200 million Julia 11 th Person | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | 是否为专场 | | 025-12-25 | 直泽新能 | 601619 | 4.15 1255.62 | 302.56 | 里希望最新登花 | 塑膠影 | | ка | ...

今年以来嘉泽新能已经2次登上龙虎榜，最近一次登上龙虎榜为9月29日，当日龙虎榜净买入6997.57万 元；买入总计2.68亿元 ，占总成交额比10.62%；卖出总计1.98亿元 ，占总成交额比7.85%。 资料显示，嘉泽新能源股份有限公司位于宁夏回族自治区银川市兴庆区兴水路1号绿地21城企业公园D 区68号楼，成立日期2010年4月16日，上市日期2017年7月20日，公司主营业务涉及新能源发电业务、新 能源电站的开发-建设-出售业务、新能源发电资产管理和新能源产业基金业务。主营业务收入构成为： 新能源电站开发-建设-运营-出售93.64%，屋顶分布式光伏3.27%，新能源电站运维管理服务2.57%，其 他(补充)0.52%，新能源产业基金0.00%。 12月23日，嘉泽新能盘中下跌2.17%，截至10:05，报4.50元/股，成交7533.20万元，换手率0.68%，总市 值131.07亿元。 资金流向方面，主力资金净流出634.54万元，特大单买入136.16万元，占比1.81%，卖出412.53万元，占 比5.48%；大单买入709.24万元，占比9.41%，卖出1067.42万元，占比14.17%。 ...

| 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 ...

Core Viewpoint - The company Jiaze New Energy (601619) announced plans to invest in a green hydrogen and methanol production project in Jidong County, Jixi City, Heilongjiang Province, with a total investment of approximately 3.557 billion yuan [1] Investment Project Details - The project aims to produce 300,000 tons per year of green methanol using non-food biomass such as straw and corn cobs as raw materials [1] - The production process involves converting lignin from biomass through various methods including steam explosion, enzymatic hydrolysis, separation, and pulping to create biomass slurry, which is then gasified to produce synthesis gas [1] - The synthesis gas undergoes further processing including conversion, desulfurization, decarbonization, and methanol synthesis to produce green methanol, while cellulose by-products are fermented to produce green ethanol [1] Project Timeline - Construction is scheduled to begin in May 2026, with all construction and equipment installation expected to be completed by October 2027 [1] - The project is planned to enter the commissioning phase after installation and is expected to start production by the end of 2027 [1]

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]

Group 1 - Pudong Jinqiao's chairman Wang Ying has resigned due to job transfer, ceasing to hold positions as director, chairman, and committee member [2] - Xiangsheng Medical plans to distribute a cash dividend of 3 yuan per 10 shares to all shareholders based on the total share capital [3] - Gu Ao Technology's actual controller has changed to Xu Yinghui, with stock resuming trading on December 15 [4] Group 2 - Jiaze New Energy plans to invest approximately 3.557 billion yuan in a green hydrogen and aviation fuel chemical co-production project in Jixi City [5] - Jinpan Technology has received approval from the China Securities Regulatory Commission to issue convertible bonds to unspecified investors [6] - Zoli Pharmaceutical intends to acquire a multi-trace element injection asset group for a total price of 356 million yuan [7] Group 3 - Jiuan Medical's U.S. subsidiary has received pre-market notifications from the FDA for four and three-in-one testing products [8] - Saiyi Information has been approved for a national major science and technology project focusing on intelligent manufacturing systems and robotics [9] - Changfei Fiber's subsidiary plans to participate in establishing an investment fund with a total subscription amount of 830 million yuan [10] Group 4 - Chengfeng Technology's shareholder, Hangzhou Hongwo, plans to reduce its stake by up to 3% of the company's shares [12] - Minxin Co., Ltd.'s deputy general manager plans to reduce holdings by up to 220,000 shares, representing 0.3925% of the total share capital [13] - Xinle Energy's director plans to reduce holdings by up to 400,000 shares, accounting for 0.07% of the total share capital [14]

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]