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]

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ● 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日连续2个 交易日内日收盘价格涨幅偏离值累计超过20.00%，属于股票交易异常波动。 ● 经公司自查，并书面函证公司控股股东江苏省国信集团有限公司，截至本公告披露日，公司应披露的 重大事项均已按照《上海证券交易所股票上市规则》等规定进行了公告，不存在应披露而未披露的重大 信息。 一、股票交易异常波动的具体情况 公司股票于2025年5月27日、2025年5月28日连续2个交易日内日收盘价格涨幅偏离值累计超过20.00%， 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司生产经营情况正常。 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 ...

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 日连续 2 个交易日内日收盘价格涨幅偏离值累计超过 20.00%，属于股票交易异常波动。 经公司自查，并书面函证公司控股股东江苏省国信集团有限公司，截至 本公告披露日，公司应披露的重大事项均已按照《上海证券交易所股票上市规则》 等规定进行了公告，不存在应披露而未披露的重大信息。 证券代码：603693 证券简称：江苏新能 公告编号：2025-020 江苏省新能源开发股份有限公司 股票交易异常波动公告 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： 经公司自查，并向公司控股股东书面函证核实，截至本公告披露日，公司及 公司控股股东不存在影响公司股票交易异常波动的重大事项，不存在涉及公司的 应披露而未披露的重大信息，包括但不限于重大资产重组、股份发行、重大交易 类事项、业务重组、股份回购、股权激励、破产重整、重大业务合作、引进战略 投资者等重大事项。 一、股票交易异常波动的具体情况 公司股票于2025年 ...

截至目前,本公司不存在影响你公司股票交易异常波动的重大事 项,不存在涉及你公司的应披露而未披露的重大信息,包括但不限于 重大资产重组、股份发行、重大交易类事项、业务重组、股份回购、 股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 本公司及一致行动人未在本次股票交易异常波动期间买卖你公 司股票。 关于江苏省新能源开发股份有限公司 特此回复。 股票交易异常波动征询函的回复 江苏省新能源开发股份有限公司: 本公司已收到《江苏省新能源开发股份有限公司关于股票交易异 常波动有关事项的征询函》,作为江苏省新能源开发股份有限公司的 控股股东,经认真核查,现就相关事项回复如下: ...

Core Viewpoint - Jiangsu Xineng (603693.SH) experienced significant stock price fluctuations, with a cumulative increase of over 20% in two consecutive trading days, indicating abnormal trading activity [1] Financial Performance - In Q1 2025, the company's net profit attributable to shareholders decreased by 34.65% year-on-year, primarily due to unfavorable wind conditions in Jiangsu, resulting in reduced wind power generation and lower revenue and profit compared to the same period last year [1] Future Performance Factors - The company's future performance is closely linked to various factors, including local wind speed, solar radiation intensity, and changes in industry policies. Significant changes in any of these factors could lead to performance volatility [1]

Group 1 - The National Green Power Index decreased by 0.32% as of May 27, 2025, with mixed performance among constituent stocks [1] - Jiangsu New Energy hit the daily limit up, while Leshan Power and Zhejiang New Energy rose by 6.03% and 4.42% respectively [1] - The Green Power ETF (159625) underwent a downward adjustment [1] Group 2 - The Green Power ETF had a turnover rate of 3.19% during the trading session, with a transaction volume of 10.9867 million yuan [3] - Over the past week, the average daily transaction volume of the Green Power ETF was 21.4205 million yuan [3] - The Green Power ETF's scale increased by 80.0735 million yuan over the past three months, ranking first among comparable funds [3] Group 3 - As of April 30, 2025, the top ten weighted stocks in the National Green Power Index accounted for 58.04% of the index, including major companies like China Yangtze Power and China Nuclear Power [3] - The State Council approved the "Manufacturing Industry Green Low-Carbon Development Action Plan (2025-2027)" on May 23, emphasizing the need for green technology innovation and application [3] Group 4 - According to Guojin Securities, the investment value of the power industry is highlighted by market reforms, defensive value, and a tight supply-demand balance [4] - The clean energy generation market has significant growth potential in the context of carbon neutrality, with increasing electricity consumption and a rising share of wind and solar power [4] - The transition to renewable energy generation and deepening market reforms are transforming cost and revenue structures for power plants, enhancing the long-term investment and allocation value of the green power sector [4] Group 5 - Investors can seize opportunities through the corresponding Green Power ETF linked fund (017057) [5]