Core Insights - The hydrogen energy industry is viewed as a strategic emerging industry with no "ceiling," transitioning from a technological concept to a competitive strategic area [1] - Jiangsu province is positioning itself as a leader in the hydrogen energy sector, with over 300 related enterprises and institutions, and is expected to achieve a sales revenue of 34 billion yuan in 2024, ranking second nationally [1] Industry Overview - The hydrogen energy industry chain in Jiangsu includes hydrogen production, storage and transportation, fuel cell manufacturing, and hydrogen refueling station operations [1] - Jiangsu has filed 33,800 hydrogen energy-related patents, accounting for 13.6% of the national total, ranking first in the country [1] Application Scenarios - In Zhangjiagang, over 70 hydrogen buses refuel daily at local hydrogen stations, demonstrating the practical application of hydrogen energy in public transportation [2] - Jiangsu Guofu Hydrogen Energy Technology Equipment Co., a key player in the hydrogen supply chain, produces equipment capable of generating 1,000 standard cubic meters of hydrogen per hour [2] Infrastructure Development - Zhangjiagang has 5 hydrogen refueling stations with a daily refueling capacity of 3.2 tons, supporting various hydrogen-powered vehicles [3] - The hydrogen energy application landscape is expanding in Changzhou, with innovative technologies for seawater electrolysis and partnerships with major energy companies [4] Industry Chain Integration - The hydrogen energy industry chain in Jiangsu is comprehensive, covering all aspects from production to end-use, with significant collaboration among various enterprises [5][6] - Changzhou's hydrogen industry has over 50 companies involved in the entire hydrogen value chain, including production, storage, transportation, and application [6] Innovation and Research - Jiangsu has established several national and provincial platforms for hydrogen energy research and innovation, fostering a collaborative ecosystem among enterprises, universities, and research institutions [7] - The province's hydrogen energy development is supported by government policies and funding initiatives, including a 2 billion yuan special fund for hydrogen energy projects [9][10] Future Prospects - The implementation of the Energy Law in China is expected to promote the high-quality development of the hydrogen energy industry, with Jiangsu aiming to become a leader in this sector [8] - By 2027, Jiangsu's hydrogen energy industry is projected to exceed 100 billion yuan, with plans to build over 100 hydrogen refueling stations and promote more than 10,000 fuel cell vehicles by 2030 [10]

Core Viewpoint - Shenzhen Energy Group Co., Ltd. announced that its wholly-owned subsidiary, Sheneng (Hong Kong) International Co., Ltd., plans to use foreign exchange forward settlement and sales tools to conduct foreign exchange hedging business to effectively mitigate exchange rate fluctuation risks [1] Business Overview - Purpose: The Hong Kong company engages in the import and export trade of bulk commodities such as coal and natural gas, primarily settling in USD and HKD. The hedging aims to lock in revenue, costs, or risk exposure related to its operations, aligning with actual business needs and financial strength, and is not for speculative purposes [1] - Amount: The total scale of the hedging business is planned to not exceed $500 million (or equivalent foreign currency) within 12 months after board approval, with any single transaction not exceeding $200 million (or equivalent foreign currency) [1] - Method: The company plans to conduct hedging transactions by signing foreign exchange forward contracts with financial institutions qualified for foreign exchange hedging [1] - Duration: The hedging business will be conducted for a period of 12 months from the date of board approval [1] - Funding Source: The Hong Kong company will use its own funds, without involving raised funds or bank credit [1] Approval Process - The foreign exchange hedging business has been approved by the Audit and Risk Management Committee and the Board of Directors in meetings held on August 26, 2025. According to the company's articles of association, this matter does not require submission to the shareholders' meeting for approval [2] Risk and Control - The company acknowledges certain risks associated with the hedging business, including credit risk, exchange rate fluctuation risk, internal control risk, and liquidity risk. To mitigate these risks, the company has implemented several control measures: - Established internal control management standards for foreign exchange hedging, clarifying approval authority, organizational structure, and responsibilities [3] - Ensured that forward exchange rates match actual business needs, aiming to lock in procurement costs based on confirmed orders, prohibiting speculative and arbitrage trading [3] - Partnered with financial institutions that have relevant qualifications and high credit ratings to reduce performance risk [3] - Limited single transaction credit usage to no more than 50% of the total credit limit; established a dynamic monitoring system to track available credit balances and reserve a 20% liquidity buffer; regularly conducted extreme exchange rate stress tests to anticipate funding gaps; and actively expanded credit limits with partner banks to ensure smooth emergency financing channels [3] Accounting Treatment and Board Review - The company will account for and disclose the foreign exchange hedging business in accordance with relevant accounting standards. The board has approved the feasibility analysis report for the hedging business and confirmed the business scale, duration, and transaction currencies [4]

| 证券代码：000027 | 公告编号：2025-027 | 证券简称：深圳能源 | 公司债券代码：149676 | 公司债券简称：21 | 01 | 深能 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 公司债券代码：149677 | 公司债券简称：21 | 02 | 深能 | 公司债券代码：149927 | 公司债券简称：22 | 02 | 深能 | | 公司债券代码：149984 | 公司债券简称：22 | Y2 | 深能 | 公司债券代码：148628 | 公司债券简称：24 | Y1 | 深能 | | 公司债券代码：148687 | 公司债券简称：24 | 01 | 深能 | 公司债券代码：524032 | 公司债券简称：24 | Y2 | 深能 | | 公司债券代码：524352 | 公司债券简称：25 | YK01 | 深能 | 深圳能源集团股份有限公司 | | | | 董事会八届三十八次会议决议公告 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 ...

Group 1 - The company Shenzhen Energy announced plans to invest in the construction of a 650,000 kW wind power project in Zhuolu County, which includes a 300,000 kW project in Wujiaogou Town and a 350,000 kW project [1] - The total investment for the project is approximately RMB 4.958 billion [1]

深圳能源8月27日公告，拟投资建设广东岑田抽水蓄能电站项目，项目总投资为85.03亿元。 ...

证券代码：000027 证券简称：深圳能源 公告编号：2025-031 | 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：149927 | 公司债券简称：22 | 深能 | 02 | | 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 | | 公司债券代码：524352 | 公司债券简称：25 | 深能 | YK01 | 深圳能源集团股份有限公司 关于财务公司为北方控股公司、深能售电公司、 河北售电公司、新疆售电公司和大连环保公司 开具保函的公告 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。 一、担保情况概述 深圳能源集团 ...

深圳能源集团股份有限公司 合并资产负债表 载至 2025年６月 30 日 (人民币元) | 资产 | 附注 | 2025年 | 2024 年 | | --- | --- | --- | --- | | | | 6月30日 | 12月31日 | | 流动资产 | | | | | 货币资金 | 五、1 | 9,569,672,689.98 | 7,794,501,866.13 | | 存放中央银行款项 | 五、２ | 1.135.553.129.60 | 1.024.904.216.51 | | 存放同业款项 | 五、3 | 5,950,308,871.86 | 4,499,641,932.55 | | 交易性金融资产 | 五、4 | 2,362,308,040.60 | 2,305,502,760.57 | | 应收票据 | 五、5 | 24,809,219.21 | 24.639.439.78 | | 应收账款 | 五、6 | 17,183,295,750.25 | 14,450,260,150.60 | | 应收款项融资 | 五、7 | 36,231,110.83 | 25,616,466.65 | | 预 ...

证券代码：000027 证券简称：深圳能源 公告编号：2025-030 | 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：149927 | 公司债券简称：22 | 深能 | 02 | | 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 | | 公司债券代码：524352 | 公司债券简称：25 | 深能 | YK01 | 深圳能源集团股份有限公司 关于香港公司使用外汇远期工具开展外汇套期保值 业务的公告 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。 重要内容提示： 1.交易目的、交易金额及交易品种：为有效防范汇率波动风险，公 ...

证券代码：000027 证券简称：深圳能源 公告编号：2025-029 | 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：149927 | 公司债券简称：22 | 深能 | 02 | | 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 | | 公司债券代码：524352 | 公司债券简称：25 | 深能 | YK01 | 深圳能源集团股份有限公司 关于投资建设广东岑田抽水蓄能电站的公告 公司董事会八届三十八次会议审议通过了《关于投资建设广东岑田抽水蓄能 电站的议案》，根据公司《章程》，本次投资不需提交公司股东大会审议。本次 投资事项不构成关联交易，不构成《上市公司重大资产重 ...

关于深能香港（国际）有限公司 开展外汇套期保值业务的可行性分析报告 一、开展外汇套期保值业务的背景及目的 深圳能源集团股份有限公司（以下简称：公司）全资子公 司深能香港（国际）有限公司（以下简称：香港公司）主要从 事煤炭、天然气等大宗物资进出口贸易业务，随着香港公司业 务不断发展，外汇收支规模不断增长，外汇市场波动性增加。 为有效防范外币汇率波动对公司经营业绩带来影响，香港公司 拟与银行等金融机构通过外汇远期产品开展外汇套期保值业 务，积极应对外汇汇率波动的风险。 二、套期保值业务基本情况 （一）主要涉及币种及业务品种 香港公司拟开展的外汇套期保值业务只限于从事与公司 经营业务所使用的主要结算货币，主要外币币种为美元、港币 等。香港公司拟开展的外汇套期保值业务品种为外汇远期。 （二）业务额度规模及投入资金来源 根据资产规模及业务需求情况，香港公司拟进行的外汇套 期保值业务规模（含前述交易的收益进行再交易的相关金额） 不超过 5 亿美元（或等值其他外币），且任一交易日交易金额 不超过 2 亿美元（或等值外币）。香港公司开展外汇套期保值 业务资金来源为自有资金，不涉及募集资金或银行信贷资金。 香港公司拟开展的外汇 ...