格隆汇7月31日丨九丰能源(605090.SH)公布，2025年7月，公司以集中竞价交易方式累计回购股份133.58 万股，占公司总股本的0.20%，最高成交价为28.18元/股，最低成交价为25.52元/股，已支付的资金总额 为人民币3,590.01万元（不含交易费用）。截至2025年7月31日，公司以集中竞价交易方式累计回购股份 287.65万股，占公司总股本的0.43%，最高成交价为28.18元/股，最低成交价为25.52元/股，已支付的资 金总额为人民币7,656.96万元（不含交易费用）。 ...

具有价值创造力的清洁能源服务商 证券代码：605090 证券简称：九丰能源 公告编号：2025-064 江西九丰能源股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 | 回购方案首次披露日 | 2025/4/18 | | --- | --- | | 回购方案实施期限 | 2025/5/9 ~ 2026/5/8 | | 预计回购金额 | 20,000.00万元~30,000.00万元 | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 287.65万股 | | 累计已回购股数占总股本比例 | 0.43% | | 累计已回购金额 | 7,656.96万元 | | 实际回购价格区间 | 25.52元/股~28.18元/股 | 重要内容提示： 一、 回购股份的背景和目的 江西九丰能源股份有限公司（以下简称"公司"）经综合考虑当前市场环境、公司 经营状况及财务状况 ...

格隆汇7月31日丨九丰能源(605090.SH)公布，2025年7月，公司以集中竞价交易方式累计回购股份133.58 万股，占公司总股本的0.20%，最高成交价为28.18元/股，最低成交价为25.52元/股，已支付的资金总额 为人民币3,590.01万元（不含交易费用）。截至2025年7月31日，公司以集中竞价交易方式累计回购股份 287.65万股，占公司总股本的0.43%，最高成交价为28.18元/股，最低成交价为25.52元/股，已支付的资 金总额为人民币7,656.96万元（不含交易费用）。 ...

Group 1 - The gas sector experienced a 0.6% increase on July 30, with Shengtong Energy leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] - Shengtong Energy's stock price rose by 9.99% to 11.56, with a trading volume of 187,100 shares and a transaction value of 207 million yuan [1] Group 2 - The gas sector saw a net outflow of 11.82 million yuan from institutional funds, while retail investors contributed a net inflow of 25.32 million yuan [2] - The trading data indicates that ST Jinjing and Shouhua Gas also experienced notable price increases of 5.05% and 4.78%, respectively [1][2] - The overall trading volume for the gas sector was significant, with Shouhua Gas recording a transaction value of 481 million yuan [1]

Core Viewpoint - The announcement details the implementation and conditions of the 2024 Restricted Stock and Stock Option Incentive Plan of Jiangxi Jiufeng Energy Co., Ltd, including the approval process, stock issuance, and the unlocking of restricted stocks [2][3][4][6][11]. Summary by Sections Incentive Plan Approval and Implementation - The incentive plan was approved through several board and supervisory meetings, with the initial plan draft discussed on June 5, 2024, and subsequently approved by the board and supervisory committee [2][3][4]. - The plan includes the issuance of 923,560 shares for stock options, with a listing date set for August 5, 2025 [2][9]. Stock Issuance and Conditions - The first grant of restricted stocks was approved for 134 incentive targets, totaling 2.3485 million shares, with the grant date set as June 21, 2024 [4][5]. - The first unlocking period for the restricted stocks lasts from July 25, 2024, to July 24, 2025, allowing for a 40% release of the stocks [7][8]. Unlocking and Repurchase Conditions - The unlocking of the first batch of restricted stocks is confirmed, with 923,560 shares set to be released on August 5, 2025 [9]. - The company will repurchase and cancel 35,640 shares from incentive targets who have left the company or whose performance was deemed "qualified" [8][9]. Legal Compliance - The company has confirmed that all necessary approvals and authorizations for the unlocking of restricted stocks have been obtained, complying with relevant laws and regulations [11].

具有价值创造力的清洁能源服务商 证券代码：605090 证券简称：九丰能源 公告编号：2025-063 江西九丰能源股份有限公司 关于 2024 年限制性股票与股票期权激励计划首次授予部分 限制性股票第一个解除限售期解锁暨上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 股权激励计划名称：2024 年限制性股票与股票期权激励计划（以下简称"激励 计划"或"本次激励计划"） 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为923,560 股。本次股票上市流通总数为923,560股。 本次股票上市流通日期为2025 年 8 月 5 日。 江西九丰能源股份有限公司（以下简称"公司"）于 2025 年 7 月 18 日分别召开第 三届董事会第十二次会议和第三届监事会第十一次会议，审议通过《关于 2024 年限制 性股票与股票期权激励计划首次授予部分限制性股票第一个解除限售期解除限售条件 及股票期权第一个行权期行权条件成就的议案》。本议案已经公司于 2025 年 7 月 16 日 召开的第三届 ...

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [1][6][10]. Core Views - The completion of the preliminary design for China's first 1 million kilowatt fourth-generation commercial fast reactor marks a significant advancement in the country's nuclear energy strategy [2][16]. - The public utility sector saw a 7.64% increase in the total market value of fund holdings, reaching 63.28 billion yuan in Q2 2025, with a focus on hydropower companies [3][17]. - The report emphasizes the importance of coal and electricity prices moving in tandem, which is expected to sustain reasonable profitability for thermal power companies [4][25]. Summary by Sections Market Review - The Shanghai Composite Index rose by 1.69%, while the public utility index fell by 0.27% and the environmental index increased by 1.66% [1][15]. - Within the power sector, thermal power decreased by 0.29%, hydropower by 1.31%, while new energy generation rose by 1.24% [1][28]. Important Events - The preliminary design of the CFR1000 fast reactor has been completed, which is crucial for energy security and sustainable development in nuclear energy [2][16]. - In August 2025, the electricity trading price in Jiangsu was 393.8 yuan per megawatt-hour, with a total transaction volume of 12.353 billion kilowatt-hours [2][16]. Investment Strategy - Recommendations include major thermal power companies like Huadian International and Shanghai Electric, as well as leading new energy firms such as Longyuan Power and Three Gorges Energy [4][25]. - The report suggests focusing on high-dividend hydropower stocks like Yangtze Power for their defensive attributes [4][25]. Fund Holdings - In Q2 2025, the total market value of fund holdings in the public utility sector was 63.28 billion yuan, with a notable increase in hydropower and gas sectors, while thermal power saw a reduction [3][19]. - The environmental sector's fund holdings totaled 7.352 billion yuan, showing a slight decrease from the previous quarter [21][24]. Key Company Predictions and Ratings - Companies such as Huadian International, Longyuan Power, and China Nuclear Power are highlighted with an "Outperform" rating, indicating strong future performance expectations [10][25]. - The report identifies significant investment opportunities in the environmental sector, particularly in waste management and renewable energy technologies [26][24].

Investment Rating - The report maintains a "Positive" outlook on the public utilities and environmental sectors, particularly in electricity and natural gas [1]. Core Insights - The report highlights a recovery in electricity consumption in June, driven by the tertiary sector and residential usage, with a total electricity consumption of 8,670 billion kWh, representing a year-on-year growth of 5.4% [15][17]. - Natural gas consumption showed a slight increase in June, with a total apparent consumption of 35.05 billion m³, up 1.4% year-on-year, indicating a recovery in industry sentiment [21][48]. - The report emphasizes the ongoing optimization of energy structure in China, with significant contributions from renewable energy sources, particularly solar and nuclear power [2][8]. Summary by Sections 1. Electricity: June Consumption Growth Accelerates - In June, the industrial electricity generation reached 7,963 billion kWh, a year-on-year increase of 1.7% [7][9]. - The breakdown of electricity generation types shows a decline in hydropower by 4.0%, while nuclear power grew by 10.3%, and solar power surged by 18.3% [9][15]. - The report notes that the second industry contributed significantly to the electricity increment, accounting for 38% of the total increase [16][17]. 2. Natural Gas: Global Price Decline and June Consumption Growth - The report states that the apparent consumption of natural gas in June was 35.05 billion m³, marking a 1.4% increase year-on-year [21][48]. - The average price of LNG in Northeast Asia decreased to $11.90/mmBtu, reflecting a broader trend of declining global gas prices [22][41]. - The report anticipates that the long-term outlook for natural gas will improve due to rising LNG export capacities from the US and the Middle East [48]. 3. Weekly Market Review - The public utilities and environmental sectors underperformed compared to the CSI 300 index, while the electrical equipment sector outperformed [50]. 4. Company and Industry Dynamics - The report mentions the increase in installed capacity for solar and wind energy, with solar capacity growing by 54.2% year-on-year [53]. - It highlights the ongoing construction of large seawater desalination projects in coastal provinces to support high water-consuming industries [53]. 5. Key Company Valuation Table - The report includes a valuation table for key companies in the public utilities and environmental sectors, indicating potential investment opportunities [60].

Core Viewpoint - The announcement details the implementation of the 2024 Restricted Stock and Stock Option Incentive Plan by Jiangxi Jiufeng Energy Co., Ltd, including the first exercise results of stock options and the listing of shares [2][3][9] Group 1: Incentive Plan Overview - The name of the incentive plan is the "2024 Restricted Stock and Stock Option Incentive Plan" [2] - A total of 914,760 stock options were exercised, with the same number of shares listed for circulation [2][9] - The listing date for the shares is set for July 31, 2025 [2] Group 2: Decision-Making Process - The board of directors and the supervisory board approved the relevant proposals regarding the incentive plan during meetings held on July 18, 2025 [3][4] - The proposals included the conditions for lifting restrictions on the first batch of restricted stocks and the achievement of exercise conditions for stock options [3][6] Group 3: Stock Option Details - The first grant date for the incentive plan was determined to be June 21, 2024, with 2,348,500 shares granted to 134 incentive objects [5] - The stock options granted are subject to specific exercise conditions, which have been verified by the supervisory board [6][7] Group 4: Financial Impact - The funds raised from the exercise of stock options amount to approximately RMB 18.18 million, which will be used to supplement the company's working capital [9] - The newly issued shares represent 0.14% of the total share capital before the exercise, indicating no significant impact on the company's financial status [9]

具有价值创造力的清洁能源服务商 江西九丰能源股份有限公司 关于 2024 年限制性股票与股票期权激励计划 首次授予部分股票期权第一个行权期行权结果暨股份上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 股权激励计划名称：2024 年限制性股票与股票期权激励计划（以下简称"激励 计划"或"本次激励计划"） 本次行权股票期权数量：914,760 份。 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为914,760股。 本次股票上市流通总数为914,760股。 证券代码：605090 证券简称：九丰能源 公告编号：2025-062 本次股票上市流通日期为2025 年 7 月 31 日。 江西九丰能源股份有限公司（以下简称"公司"）于 2025 年 7 月 18 日分别召开第 三届董事会第十二次会议和第三届监事会第十一次会议，审议通过《关于 2024 年限制 性股票与股票期权激励计划首次授予部分限制性股票第一个解除限售期解除限售条件 及股票期权第一个行权期行权条件成就的议案》。本议案已经公司 ...