Group 1 - The core point of the article is that Zhejiang Taizhou New Energy Co., Ltd., a subsidiary of Zhengtai Electric, plans to invest 75 million yuan to establish a partnership with Haining Chao Energy Tongxin Enterprise Management Partnership and Haining Economic Development Industrial Park Development and Construction Co., Ltd. [2] Group 2 - The investment will be made through self-raised funds by Taizhou New Energy [2] - The transaction was approved by the company's board meeting held on August 11, 2025, and does not require shareholder approval [2]

格隆汇8月11日丨正泰电器(601877.SH)公布，为提高公司资产周转效率，扩大产业规模，进一步深化公 司与客户的合作，公司控股子公司泰舟新能源拟与海宁潮能同芯企业管理合伙企业(有限合伙)、海宁经 开产业园区开发建设有限公司签署《海宁潮能同芯股权投资合伙企业(有限合伙)合伙协议》，泰舟新能 源以自筹资金7,500万元参与设立潮能同芯基金。潮能同芯基金重点聚焦位于中国境内的户用分布式光 伏发电基础设施项目，主要通过股权投资等法律法规、行业监管规定允许的方式对有关项目开展投资， 基金募集规模为50,000万元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com ...

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： ●浙江正泰电器股份有限公司（以下简称"公司"）控股子公司浙江泰舟新能源有限公 司（以下简称"泰舟新能源"）拟以自筹资金 7,500 万元参与设立海宁潮能同芯股权投资合 伙企业（有限合伙）（暂定名，以工商登记部门最终核准名称为准）（以下简称"潮能同芯 基金"、"合伙企业"、"有限合伙企业"、"基金"）。 ●本次交易不构成重大资产重组，不构成关联交易。 ●本次交易相关协议尚未完成签订，合伙企业尚未完成注册登记且需取得中国证券投资 基金业协会备案。在投资过程中受宏观经济、行业周期等多种因素影响，存在不能实现预期 收益的风险，敬请广大投资者注意投资风险。 一、对外投资概述 证券代码：601877 证券简称：正泰电器 公告编号：临 2025-046 浙江正泰电器股份有限公司 关于控股子公司参与投资设立产业基金的公告 为提高公司资产周转效率，扩大产业规模，进一步深化公司与客户的合作，公司控股子 公司泰舟新能源拟与海宁潮能同芯企业管理合伙企业（有限合伙）、海宁经开产业园区开发 ...

一、审议通过《关于控股子公司参与投资设立产业基金的议案》 证券代码：601877 证券简称：正泰电器 公告编号：临 2025-045 浙江正泰电器股份有限公司 第十届董事会第四次会议决议公告 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。 浙江正泰电器股份有限公司（以下简称"公司"）第十届董事会第四次会议于 2025 年 8 月 11 日以通讯方式召开。应参加本次会议表决的董事 9 名，收到有效表决票 9 张，符合 《中华人民共和国公司法》及《浙江正泰电器股份有限公司章程》的规定，本次会议合法有 效。经表决通过了以下议案： 会议以 9 票同意，0 票反对，0 票弃权，审议通过了《关于控股子公司参与投资设立产 业基金的议案》，同意公司控股子公司浙江泰舟新能源有限公司以自筹资金 7,500 万元参与 投资设立海宁潮能同芯股权投资合伙企业（有限合伙）。 具体内容详见公司同日发布于上海证券交易所网站（www.sse.com.cn）的《关于控股子 公司参与投资设立产业基金的公告》。 特此公告。 浙江正泰电器股份有限公司董事会 2025 ...

潮能同芯基金重点聚焦位于中国境内的户用分布式光伏发电基础设施项目，主要通过股权投资等法律法 规、行业监管规定允许的方式对有关项目开展投资，基金募集规模为5亿元。 正泰电器（601877）(601877.SH)发布公告，为提高公司资产周转效率，扩大产业规模，进一步深化公 司与客户的合作，公司控股子公司泰舟新能源拟与海宁潮能同芯企业管理合伙企业(有限合伙)、海宁经 开产业园区开发建设有限公司签署《海宁潮能同芯股权投资合伙企业(有限合伙)合伙协议》，泰舟新能 源以自筹资金7500万元参与设立海宁潮能同芯股权投资合伙企业(有限合伙)(暂定名，以工商登记部门最 终核准名称为准)(简称"潮能同芯基金")。 ...

潮能同芯基金重点聚焦位于中国境内的户用分布式光伏发电基础设施项目，主要通过股权投资等方式对 有关项目开展投资，基金募集规模为5亿元。 人民财讯8月11日电，正泰电器（601877）8月11日晚间公告，公司控股子公司浙江泰舟新能源有限公司 拟以7500万元，参与设立海宁潮能同芯股权投资合伙企业(有限合伙)(暂定名，简称"潮能同芯基金")。 ...

Core Insights - The article highlights the signing of a new renewable energy equipment manufacturing project by Zhejiang Chint New Energy in Sheyang County, Yancheng City, Jiangsu Province, with a total investment of approximately 5 billion yuan [2]. Group 1: Project Details - The project will be located in the Sheyang Port Economic Development Zone and will cover an area of about 200 acres [2]. - It is planned to be constructed in two phases, focusing on key components such as inverters and energy storage container systems [2]. Group 2: Industry Context - The article references recent developments in the energy storage sector, including significant battery orders secured by CATL and the emergence of differentiated technology in portable energy storage [2]. - Upcoming industry events are mentioned, such as the first forum on household storage and portable energy storage battery technology scheduled for September 26 in Shenzhen, and the first international summit on sulfide all-solid-state batteries set for November 8 in Guangzhou [2].

Core Viewpoint - The launch of the RWA registration platform in Hong Kong marks a significant step in the tokenization of real-world assets, facilitated by the Hong Kong Web3.0 Standardization Association, which aims to create a comprehensive service system for data, asset, and financialization of RWA assets [1][2]. Group 1: RWA Platform and Standards - The RWA registration platform will enable the tokenization process for real-world assets, with three key standards established: "RWA Tokenization Business Guidelines," "RWA Tokenization Technical Specifications," and "Blockchain-based Stablecoin Cross-border Payment Technical Specifications" [1][2]. Group 2: Green Energy and Carbon Neutrality - The green value of electricity is becoming increasingly important as the EU implements carbon border adjustment mechanisms and regulations affecting exports from China, indicating a shift towards green electricity reforms [2]. - The Gansu thermal power capacity value exceeding expectations reflects potential changes in electricity pricing, emphasizing the importance of "green electricity direct connection," "zero-carbon parks," and "household photovoltaic aggregation participation in trading" [2]. Group 3: Dynamic Revenue Sharing - RWA projects allow for real-time distribution of revenue based on the operational performance of underlying assets, such as charging stations, where investor returns are directly linked to usage rates [2]. Group 4: Profitability of Green Power Assets - The peak-valley price difference arbitrage is identified as the core revenue source for green power asset RWAs, providing a sustainable cash flow foundation [3]. - RWA technology enhances the revenue potential and efficiency of green power assets, transitioning from traditional asset management to a model that encourages global capital sharing [3]. Group 5: Investment Opportunities - The report suggests focusing on investment opportunities that integrate RWA with electricity trading, virtual power plants, and carbon assets, recommending investments in household photovoltaics, charging stations, and carbon assets [3]. - Specific companies highlighted for potential investment include Southern Power Grid Energy, GCL-Poly Energy, Longxin Group, Zhejiang Chint Electrics, and Linyang Energy [3].

Group 1 - The core viewpoint is that the photovoltaic industry is experiencing a strong upward trend, with the Zhongzheng Photovoltaic Industry Index rising by 2.27% and key stocks like Sunshine Power increasing by 13.51% [1] - The largest photovoltaic power station in the Taklamakan Desert, the Tayuqi Mo Photovoltaic Power Station, has generated over 300 million kilowatt-hours of green electricity [1] - Huazhong Securities indicates that prices across the photovoltaic industry chain are rising, with stable increases in silicon material prices and a narrowing rise in N-type silicon material prices [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index account for 56.16% of the index, including Sunshine Power, Longi Green Energy, and TCL Technology [2] - The photovoltaic ETF fund closely tracks the Zhongzheng Photovoltaic Industry Index, which selects up to 50 representative listed companies involved in the photovoltaic industry chain [1]

Group 1 - The core viewpoint of the news is the performance of the CSI All Share Free Cash Flow Index and its related ETF, highlighting significant increases in both the index and the ETF, indicating strong cash flow generation capabilities among the constituent companies [1][2] - As of August 8, 2025, the CSI All Share Free Cash Flow Index rose by 0.83%, with notable increases in constituent stocks such as Chuncheng Power (up 5.14%) and Luoyang Molybdenum (up 4.22%) [1] - The Free Cash Flow ETF (159233) has shown a cumulative increase of 2.31% over the past week, with a trading volume of 633.98 million yuan and a turnover rate of 4.07% [1] Group 2 - The Free Cash Flow ETF has a management fee of 0.50% and a custody fee of 0.10%, closely tracking the CSI All Share Free Cash Flow Index, which includes 100 high free cash flow rate companies [2] - As of July 31, 2025, the top ten weighted stocks in the CSI All Share Free Cash Flow Index accounted for 57.53% of the index, including companies like China National Offshore Oil (600938) and Wuliangye (000858) [2] - The ETF has recorded a maximum monthly return of 4.04% since its inception, with an average monthly return of 2.20% and a monthly profit probability of 88.24% [1]