Group 1 - The A-share power sector showed strong performance at the beginning of trading, with notable gains in stocks such as South Network Energy and Guangdong Power A reaching the daily limit [1] - Companies like Xiexin Energy Technology, Jiangsu New Energy, Shenzhen Nanshan A, and Jiuzhou Group also experienced significant increases in their stock prices [1]

Market Performance - US stock indices experienced slight increases, with the Dow Jones up 0.28% to 42,215.73 points, the Nasdaq up 0.39% to 19,175.87 points, and the S&P 500 up 0.4% to 5,912.17 points [1][2] Technology Sector - Technology stocks saw broad gains, with Nvidia rising 3.25%, Microsoft up 0.29%, Meta increasing by 0.23%, Amazon up 0.48%, Tesla rising 0.43%, while Apple fell by 0.23% [2] Chinese Stocks - Popular Chinese stocks mostly rose, with JD.com increasing by 4.31%, Xpeng Motors up 3.93%, Li Auto rising 2.11%, and Baidu increasing by 1.44% [2] Automotive Industry - Li Auto reported a net profit of RMB 6.47 billion for Q1 2025, a year-on-year increase of 9.4%, with revenue of RMB 25.93 billion, reflecting a 1.1% year-on-year growth but a 41.4% quarter-on-quarter decline [8] Corporate Actions - Guangyang Co. announced the termination of its plan to acquire 100% of Yinqu Technology, leading to the resumption of its stock trading [9] - Tongda Electric clarified that it currently has no revenue from "unmanned logistics vehicles" or "autonomous driving" products, amid market speculation [10] - Hexing Co. stated it is not involved in any business related to unmanned logistics vehicles, indicating that recent market trends will not impact its performance [11] Investment Outlook - CITIC Securities anticipates that the investment focus in the technology sector for the second half of 2025 will continue to revolve around AI, as advancements in large models and applications in various industries create new value [13] - Tianfeng Securities suggests focusing on the design sector within the electronics industry, particularly in SoC/ASIC/storage/CIS, as AI hardware penetration is expected to drive growth [13] - CICC highlights the rapid technological iteration and application of in-car display technology, particularly HUD products, as a significant investment opportunity in the automotive sector [13]

Group 1 - The chairman of Jiangsu New Energy Development Co., Ltd., Mr. Zhu Yousheng, has submitted his resignation due to reaching the legal retirement age [1] - Mr. Zhu's resignation will not result in the board of directors falling below the legal minimum number of members, and the resignation takes effect upon the delivery of the resignation report to the board [1] - The company expresses gratitude for Mr. Zhu's significant contributions during his tenure as chairman [1] Group 2 - The company will promptly complete the election of a new chairman and the supplementary election of directors according to legal procedures [1]

江苏省新能源开发股份有限公司 股票交易风险提示公告 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： 证券代码：603693 证券简称：江苏新能 公告编号：2025-022 二、公司生产经营情况和风险提示 截至本公告披露日，公司主营业务、生产经营情况、所处市场环境、行业政 策等没有发生重大变化。 1 2025年4月23日，公司披露《2025年第一季度报告》，2025年1-3月，公司实 现营业收入5.74亿元，同比下降13.85%；实现归属于上市公司股东的净利润1.64 亿元，同比下降34.65%。主要系一季度江苏地区风况不佳，与去年同期相比，平 均风速降低，风电项目发电量减少，营业收入、利润同比下降。 公司未来业绩状况与项目所在地风速、光照强度等自然资源状况、行业政策 变化等多项因素相关，若某项因素发生较大变化，可能带来公司未来业绩波动的 风险，敬请广大投资者注意投资风险。 江苏省新能源开发股份有限公司（以下简称"公司"）股票于 2025 年 5 月 27 日、2025 年 5 月 28 日、2025 年 5 月 ...

一、董事离任的基本情况 江苏省新能源开发股份有限公司（以下简称"公司"）董事会于近日收到董 事长朱又生先生的书面辞职报告，因达到法定退休年龄，朱又生先生申请辞去公 司第四届董事会董事长、董事、董事会战略委员会主任委员职务，具体情况如下： | 姓名 | 离任职务 | 离任时间 | | | 是否继续在 | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | | | | | 原定任期 | 离任 | 上市公司及 | 未履行完 | | | | | 到期日 | 原因 | 其控股子公 | 毕的公开 | | | | | | | 司任职 | 承诺 | | 朱又生 | 董事长、董事、董事会 战略委员会主任委员 | 2025/05/29 | 2027/09/04 | 退休 | 否 | 否 | 二、离任对公司的影响 根据《公司法》《公司章程》的规定，朱又生先生的离任不会导致公司董事 会成员低于法定最低人数，其离任自辞职报告送达董事会之日起生效。朱又生先 生已按照相关规定做好交接工作。公司将尽快按照法定程序，完成选举新任董事 长、补选董事的相关工作。 证券代码：603693 证券简称： ...

Core Viewpoint - Jiangsu New Energy (603693.SH) announced that its stock experienced a significant increase, with a 33.12% rise over three consecutive trading days, indicating potential volatility in future performance due to various factors [1] Financial Metrics - The company's dynamic price-to-earnings ratio is 45.37 times, and the price-to-book ratio is 2.18 times, both of which are higher than the industry average [1] Performance Risks - Future performance of the company is influenced by several factors, including local wind speed, sunlight intensity, and changes in industry policies, which could lead to performance volatility if any of these factors change significantly [1]

Core Viewpoint - Jiangsu Xineng (603693) experienced a significant stock price increase, with a 33.12% rise over three consecutive trading days, despite a decline in revenue and net profit in Q1 2025 [1] Financial Performance - In Q1 2025, the company reported operating revenue of 574 million yuan, a year-on-year decrease of 13.85% [1] - The net profit attributable to shareholders was 164 million yuan, down 34.65% compared to the same period last year [1] Operational Factors - The decline in performance is primarily attributed to unfavorable wind conditions in Jiangsu, leading to reduced wind power generation compared to the previous year [1] - The company's future performance is closely linked to natural resource conditions such as wind speed and sunlight intensity, as well as changes in industry policies [1] Market Environment - There have been no significant changes in the company's main business, operational conditions, market environment, or industry policies [1] - Investors are advised to be aware of investment risks and make rational decisions [1]

Core Insights - Jiangsu New Energy (603693) has surpassed a total installed capacity of 100 million kilowatts, reaching 101 million kilowatts, making it the first province in the Yangtze River Delta region to achieve this milestone in renewable energy capacity [1] Group 1 - Jiangsu's installed renewable energy capacity contributes to the region's green energy transition [1]

Group 1 - The stock of Jiangsu New Energy has hit the daily limit up for three consecutive trading days, with a current price of 16.80 yuan and a trading volume of 4.8688 million shares, resulting in a total transaction amount of 81.7964 million yuan [2] - During the consecutive limit-up period, the stock has increased by 33.12%, with a cumulative turnover rate of 3.79% [2] - The latest total market capitalization of A-shares has reached 14.977 billion yuan [2] Group 2 - As of May 28, the margin trading balance for the stock is 110 million yuan, with a financing balance of 109 million yuan, which has increased by 8.41% compared to the previous trading day [2] - The stock has been listed on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days, with net purchases from the Shanghai Stock Connect totaling 4.5435 million yuan [2] - The company's Q1 report shows total operating revenue of 574 million yuan, a year-on-year decrease of 13.85%, and a net profit of 164 million yuan, down 34.65% year-on-year [2]

Group 1 - Jiangsu New Energy has achieved a three-day consecutive rise in stock prices, indicating strong market performance [1] - Other companies in the power sector, such as Guangdong Electric A and Shenzhen Nanshan Electric A, have also reached their daily price limit, reflecting a broader positive trend in the industry [1] - According to the China Electricity Council's forecast, the national electricity consumption is expected to reach 10.4 trillion kilowatt-hours by 2025, representing a year-on-year growth of approximately 6% [1] Group 2 - The annual regulated maximum electricity load is projected to be around 1.55 billion kilowatts, highlighting the increasing demand for electricity in the coming years [1] - Several other power companies, including Jiangsu Guoxin, Three Gorges Water Conservancy, and Fujian Dong Power, have also seen their stock prices rise, indicating a collective upward movement in the sector [1]