Group 1 - The stock price of Jiufeng Energy as of July 31, 2025, is 26.91 yuan, down 0.75 yuan or 2.71% from the previous trading day [1] - The company's main business includes clean energy, energy services, and specialty gases, with clean energy accounting for 89.16% of its business in 2024 [1] - Jiufeng Energy has repurchased a total of 2.8765 million shares, representing 0.43% of its total share capital, with a total repurchase amount of 76.57 million yuan at prices ranging from 25.52 yuan to 28.18 yuan [1] Group 2 - In the first quarter of 2025, Jiufeng Energy achieved operating revenue of 5.484 billion yuan and a net profit attributable to shareholders of 506 million yuan [1] - On July 31, the net inflow of main funds was 7.0967 million yuan, accounting for 0.04% of the circulating market value [2]

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 累计已回购金额 7,656.96万元 江西九丰能源股份有限公司 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： | 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 | | | √减少注册资本 | □用于员工持股计划或股权激励 回购用途 □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% 实际回购价格区间 25.52元/股~28.18元/股 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，基于对公司内在价值的认可与长期可持续发展的信心，并由第三 届董事会第九次会议、2024 年年度股东大会审议通过，同意 ...

证券日报网讯7月31日晚间，九丰能源（605090）发布公告称，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%。 ...

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].