| 证券代码：000027 | 证券简称：深圳能源 | 公告编号：2025-014 | | --- | --- | --- | | 公司债券代码：149676 | 公司债券简称：21 深能 | 01 | | 公司债券代码：149677 | 公司债券简称：21 深能 | 02 | | 公司债券代码：149926 | 公司债券简称：22 深能 | 01 | | 公司债券代码：149927 | 公司债券简称：22 深能 | 02 | | 公司债券代码：149983 | 公司债券简称：22 深能 | Y1 | | 公司债券代码：149984 | 公司债券简称：22 深能 | Y2 | | 公司债券代码：148628 | 公司债券简称：24 深能 | Y1 | | 公司债券代码：148687 | 公司债券简称：24 深能 | 01 | | 公司债券代码：524032 | 公司债券简称：24 深能 | Y2 | 深圳能源集团股份有限公司 关于举办 2024 年度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳能源集团股份有限公司（以下简称：公司） ...

Core Viewpoint - The article discusses the significant rise of state-owned capital (国资) in China's primary market, highlighting its role as a major investor and the evolving dynamics of investment strategies in the context of government policies and economic development [1][2]. Group 1: Policy Guidance - The core guidance for the development of state-owned capital in equity investment stems from top-level policies, which have evolved since the establishment of national investment companies in 1988 [12]. - The establishment of local investment companies surged after the State-owned Assets Supervision and Administration Commission (SASAC) was formed in 2003, leading to a proliferation of state-owned investment entities [12][14]. - Recent policies emphasize the need for "patient capital" and the prohibition of preferential treatment for specific operators, aiming to enhance the quality of government investment funds [5][6]. Group 2: Investment Dynamics - From 2014 to 2023, the proportion of government capital in newly raised RMB funds increased from 20% to 41%, indicating a shift towards state-owned capital as a primary funding source [2]. - State-owned capital is characterized by its dual focus on investment returns and local economic development, often requiring a balance between investment, risk, and local job creation [4][7]. - The investment strategies of state-owned entities are increasingly aligned with national economic goals, focusing on sectors like technology and innovation [6][7]. Group 3: Case Studies - Beijing E-Town International Investment Development Co., known as "亦庄国投," has invested significantly in the digital television and integrated circuit industries, demonstrating a model of leveraging state capital for local industrial development [16][17]. - The Xiong'an Group, established to support the development of the Xiong'an New Area, has focused on introducing key industries and managing multiple funds to drive local economic growth [20][21]. - Hefei Construction Investment Group has successfully transformed Hefei's industrial landscape by investing in leading companies like BOE Technology Group, resulting in a significant increase in local production capacity [43][44]. Group 4: Market Integration - The integration of state-owned capital into the market has led to the establishment of various funds aimed at fostering innovation and supporting emerging industries [50][51]. - The restructuring of state-owned investment entities in cities like Shanghai aims to eliminate redundancy and enhance the efficiency of capital allocation [56][58]. - The article highlights the importance of top-level coordination in optimizing the roles of different state-owned investment bodies to avoid overlapping functions and improve overall investment effectiveness [51][52].

内容概要：当前，中国海上制氢产业取得重要突破，正加速从示范验证向规模化商业应用转型，呈现多 维度突破的发展态势：在商业化应用方面，舟山氢能岛作为国内首个LOHC储运商业化项目已实现年产 5000吨氢的稳定运行；在技术创新领域，"海氢1号"全球首个深远海制氢平台即将试运行，其自主开发 的抗氯腐蚀技术达到国际领先水平；在产业链整合上，粤港澳氢走廊规划年产10万吨，致力于打造全球 首个集海上风电、制氢、管网输送于一体的全产业链示范工程。未来将通过技术迭代、场景拓展和产业 生态构建，实现从近海到远海的能源枢纽布局，最终形成全球领先的氢基能源网络。 上市企业：中国海油（600938.SH）、中国石化（600028.SH）、明阳智能（601615.SH）、深圳能源 （000027.SZ） 相关企业：国家能源投资集团有限责任公司、中国科学院大连化学物理研究所、烟台中集来福士海洋工 程有限公司、中国长江三峡集团有限公司、山东赛克赛斯氢能源有限公司、山东发展新能源有限公司 关键词：海水制氢、海上风电、电解槽、海水制氢产业链、海水制氢发展现状、海水制氢市场格局、海 水制氢发展趋势 一、海水制氢行业相关概述 海上制氢是指利用海洋环 ...

| 证券代码：000027 | 证券简称：深圳能源 | 公告编号：2025-013 | | --- | --- | --- | | 公司债券代码：149676 | 公司债券简称：21 深能 | 01 | | 公司债券代码：149677 | 公司债券简称：21 深能 | 02 | | 公司债券代码：149926 | 公司债券简称：22 深能 | 01 | | 公司债券代码：149927 | 公司债券简称：22 深能 | 02 | | 公司债券代码：149983 | 公司债券简称：22 深能 | Y1 | | 公司债券代码：149984 | 公司债券简称：22 深能 | Y2 | | 公司债券代码：148628 | 公司债券简称：24 深能 | Y1 | | 公司债券代码：148687 | 公司债券简称：24 深能 | 01 | | 公司债券代码：524032 | 公司债券简称：24 深能 | Y2 | 深圳能源集团股份有限公司 关于召开 2024 年度股东大会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、召开会议基本情况 （一）股东大会届次：202 ...

证券代码：000027 证券简称：深圳能源 公告编号：2025-011 | 公司债券代码：149676 | 公司债券简称：21 深能 | 01 | | --- | --- | --- | | 公司债券代码：149677 | 公司债券简称：21 深能 | 02 | | 公司债券代码：149926 | 公司债券简称：22 深能 | 01 | | 公司债券代码：149927 | 公司债券简称：22 深能 | 02 | | 公司债券代码：149983 | 公司债券简称：22 深能 | Y1 | | 公司债券代码：149984 | 公司债券简称：22 深能 | Y2 | | 公司债券代码：148628 | 公司债券简称：24 深能 | Y1 | | 公司债券代码：148687 | 公司债券简称：24 深能 | 01 | | 公司债券代码：524032 | 公司债券简称：24 深能 | Y2 | 深圳能源集团股份有限公司 董事会八届三十三次会议决议公告 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 深圳能源集团股份有限公司（以下简称：公司）董事会八 ...

Financial Performance - The company's operating revenue for Q1 2025 was CNY 9,780,396,044.05, representing a 1.78% increase compared to CNY 9,609,694,719.03 in the same period last year[4] - Net profit attributable to shareholders increased by 22.31% to CNY 1,351,602,009.94 from CNY 1,105,080,780.00 year-on-year[4] - Basic earnings per share rose by 29.07% to CNY 0.2677, compared to CNY 0.2074 in the same quarter last year[4] - Operating profit increased to ¥1,837,400,628.04, up from ¥1,522,834,792.31, marking a growth of 20.69%[18] - Net profit for the current period was ¥1,568,832,806.39, compared to ¥1,196,329,046.40 in the previous period, representing a growth of 31.09%[18] - The total comprehensive income for the period was CNY 1,552,644,241.03, compared to CNY 1,061,779,624.82 in the previous period, representing an increase of approximately 46.2%[19] Cash Flow - The net cash flow from operating activities surged by 55.38% to CNY 3,387,894,559.61, up from CNY 2,180,417,805.80 in the previous year[4] - The company reported a significant increase in cash received from operating activities, up 169.66% due to the maturity of fixed deposits[7] - The net cash flow from financing activities was CNY 8,088,898,076.40, compared to CNY 5,850,898,364.88 in the previous period, showing an increase of approximately 38.3%[22] - The company reported a net increase in cash and cash equivalents of CNY 10,062,456,520.61, compared to CNY 3,562,166,811.03 in the previous period, indicating a significant increase of approximately 182.4%[22] Assets and Liabilities - Total assets increased by 6.86% to CNY 172,434,874,374.85 from CNY 161,370,866,988.46 at the end of the previous year[4] - Total liabilities rose to ¥107,805,411,560.80, up from ¥103,165,962,137.65, indicating a growth of 4.93%[16] - The equity attributable to shareholders increased to ¥50,151,637,391.23 from ¥48,415,711,184.88, reflecting a growth of 3.59%[16] Operational Highlights - The total number of common shareholders at the end of the reporting period is 119,081[10] - The total on-grid electricity generated by the company's power plants from January to March 2025 reached 14.005 billion kWh, a year-on-year increase of 9%[12] - The coal power generation was 5.754 billion kWh, a year-on-year decrease of 10.14%, while gas power generation increased by 66.17% to 3.336 billion kWh[12] - The company’s environmental segment processed 3.4361 million tons of waste, representing a year-on-year growth of 8.42%[12] - The company has new projects including the Hongwan Power Plant Phase II gas turbine project (498.2 MW) and the Shennan Binqian Wind Farm (100 MW) that were put into operation in early 2025[12] Shareholder Information - The top shareholder, Shenzhen Municipal Government State-owned Assets Supervision and Administration Commission, holds 43.91% of the shares[10] Financial Position - The current ratio of total current assets to total current liabilities is approximately 1.25, indicating a stable liquidity position[16] - The company's cash and cash equivalents at the end of the reporting period amounted to approximately CNY 14.61 billion, up from CNY 7.79 billion at the beginning of the period[14] - The company's trading financial assets decreased from CNY 2.305 billion to CNY 1.815 billion during the reporting period[14] - The company’s accounts receivable increased from CNY 14.45 billion to CNY 16.25 billion[14] Investment Activities - The introduction of strategic investors led to a 958.16% increase in cash received from investment activities[7] - The total cash inflow from investment activities was CNY 1,012,870,490.39, down from CNY 1,104,417,601.37, indicating a decrease of approximately 8.3%[22] - The company’s cash outflow from investment activities was CNY 2,582,645,892.96, compared to CNY 5,567,052,645.15 in the previous period, reflecting a decrease of about 53.7%[22]

深圳能源（000027）公告，2025年第一季度营业收入97.8亿元，同比增长1.78%。净利润13.52亿元，同 比增长22.31%。 ...

Core Viewpoint - The company has successfully navigated a challenging economic environment in 2024, achieving significant operational and financial milestones while focusing on its strategic goals of carbon neutrality and clean energy development [2][18]. Company Overview - The main business activities of the company include the development, production, and sale of conventional and renewable energy, as well as urban solid waste treatment, wastewater treatment, and urban gas supply [2]. - In 2024, the company achieved operating revenue of RMB 41.214 billion and a net profit attributable to shareholders of RMB 2.005 billion [2][18]. Low-Carbon Power - The company added a total installed capacity of 4.5964 million kilowatts in 2024, with significant contributions from natural gas (3.8374 million kilowatts) and renewable sources such as wind and solar [4]. - As of the end of 2024, the company's controllable installed capacity reached 23.729 million kilowatts, with clean energy accounting for 74.63% of the total installed capacity [5]. Ecological Environmental Protection - The company expanded its environmental protection business overseas, signing a framework agreement for a project in Kazakhstan and winning multiple domestic waste management projects [6]. - By the end of 2024, the company had established 42 solid waste treatment plants across various provinces, with a daily processing capacity of 50,515 tons, marking a 14.09% increase from the previous year [7]. Comprehensive Gas Business - The company strengthened its urban gas supply and LNG trading operations, achieving a sales volume of 3.345 billion standard cubic meters in 2024, a year-on-year increase of 51.91% [8]. - The company operates in multiple cities, serving nearly 1.13 million residential users and 23,000 industrial users [8]. Digital Services - The company completed the planning and design of its digital transformation framework in 2024, launching various information technology projects and achieving a record number of intellectual property rights [9][10]. - The total investment in information technology projects reached RMB 129 million, a 37.9% increase from the previous year [10]. Financial Performance - The company reported a 1.75% year-on-year increase in operating revenue, driven by growth in the gas segment [19]. - The net profit margin for 2024 was 4.85%, with a basic earnings per share of RMB 0.28 [18][19]. - The company plans to distribute a cash dividend of RMB 1.50 per 10 shares, totaling RMB 713.61 million, which represents 35.59% of the net profit attributable to shareholders [41][42].

深圳能源集团股份有限公司 2024 年度内部控制评价报告 二、内部控制评价工作情况 （一）总体情况 公司通过定期自查、现场检查、加强缺陷整改与考核等多 种形式开展内控工作。2024年，组织本部及所属企业全面开展 内控有效性自查，自查覆盖率100%；对106家单位重要业务和 高风险业务的内控有效性进行现场检查。针对检查发现的内控 缺陷，下发缺陷整改通知，督促相关企业有效落实整改，促进 企业进一步加强内控，提升管理，切实防范风险。 （二）内部控制评价依据、程序和方法 深圳能源集团股份有限公司全体股东： 根据《企业内部控制基本规范》及其配套指引的规定和要 求以及中国证监会、财政部发布的《公开发行证券的公司信息 披露编报规则第21号——年度内部控制评价报告的一般规定》 （以下简称：企业内部控制规范体系），结合深圳能源集团股 份有限公司（以下简称：公司）内部控制管理标准，在内部控 制日常监督和专项监督的基础上，公司对2024年12月31日（内 部控制评价报告基准日）的内部控制有效性进行了评价。 一、重要声明 按照企业内部控制规范体系的规定，建立健全和有效实施 内部控制，评价其有效性，并如实披露内部控制评价报告是公 司董 ...

（股票代码：000027） 专题： | 构建和谐生态，从"垃圾发电厂"到 | | | --- | --- | | "能源生态园"的绿色转型 | 21 | 展望未来 附录 创造绿色能源美好新生活 目录 CONTEN TS | 关于本报告 | 01 | | --- | --- | | 董事会声明 | 02 | | 董事长致辞 | 03 | | 关于我们 | 05 | | 可持续发展（ESG）管理 | 09 | | 数说2024深圳能源 | 19 | 1 德法兼治 夯实治理合规体系 | 坚持党建引领 | 27 | | --- | --- | | 优化公司治理 | 28 | | 完善合规运营 | 31 | | 严抓廉洁建设 | 33 | 2 稳定保供 构筑智慧安全能源 | 恪守安全底线 | 37 | | --- | --- | | 创新智慧能源 | 41 | | 保障稳定供能 | 45 | 2024年度可持续发展报告 3 绿色转型 践行清洁低碳发展 | 深化绿色管理 | 51 | | --- | --- | | 优化资源利用 | 55 | | 呵护生态环境 | 57 | | 应对气候变化 | 58 | 4 责任担当 ...