证券代码：000027 证券简称：深圳能源 公告编号：2025-045 | 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 关于召开 2025 年第三次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确、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）股东会届次：2025年第三次临时股东会。 （二）股东会的召 ...

证券代码：000027 证券简称：深圳能源 公告编号：2025-044 | 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 （一）审议通过了《关于设立深能海洋能源（汕头）有限公司的议案》（本 议案未达到应专项披露的事项标准），此项议案获得九票赞成，零票反对，零票 弃权。 1.交易概述 2023 年 10 月，广东省发展和改革委员会正式印发《广东省 20 ...

作为2025深圳全球招商大会的重要分会场之一，新能源与高性能新材料招商主题活动聚焦新能源与高性能新材料产业发展新机遇，汇聚全球领军企业、科研 与投资机构、促成落地合作，华为数字能源携手本地客户及伙伴参与，共同助力深圳打造新能源与高性能新材料产业高地。 根据合作内容，双方合作规划在电厂内携手建设新型储能项目。该项目作为构网型储能和电站数智化典型项目，落成后将成为全球负荷密度最高的城市场景 构网型储能项目之一。 项目投产后，不仅可以支撑高负荷密度的电网调峰调频，还能满足燃煤机组深度调峰的需要，平抑功率波动。通过协同耦合供电，可实现"优势互补、短板 互补"，从发电资源优化配置、系统运行调控、设备全生命周期管理等多维度，显著提升电力保供能力与设备运行安全性。 12月5日， 在2025深圳全球招商大会新能源与高性能新材料招商主题活动上，深圳能源集团股份有限公司（以下简称"深圳能源集团"）与华为数字能源完成 深圳能源妈湾电厂项目签约，旨在共同助力深圳新能源产业高质量发展。深圳妈湾电力有限公司董事长刘猛，华为数字能源广东总经理曾金平代表双方签 约。 南方+记者 郜小平 ...

中国固废网了解到，阿斯塔纳市长阿克米尔·杰尼斯·卡辛贝克在政府会议上宣布，当地将与中国企业深圳能源环保股份有限公司合作，计划建设发电垃圾 焚烧厂。该项目投资额为1.8亿美元。 据悉，该项目垃圾处理量为每天1500吨，发电机组功率为50兆瓦，建设周期为36个月。 "截至目前，投资协议已签署。施工安装工作将于2026年第一季度开始"，市长指出。 该市首次实现了对市政和建筑废弃物处理所有阶段的数字化。针对市政废弃物，已实施Waste Management信息系统。市行政长官展示了其工作成果：服务 覆盖率达100%且及时；投诉量从200起减少到每周1-2起，即减少了99%；考虑交通拥堵和天气条件优化了运输路线；对CPS进行监控，并对废弃物清运前 后的状况进行拍照固定；利用人工智能元素进行数据分析。 据悉，2024年7月2日，深圳能源与阿斯塔纳市政府签订了合作框架协议，双方就环保领域的项目开发达成共识。作为综合性能源集团，深圳能源秉承绿色 发展理念，坚持高标准设计、高质量建设、高水平运营的"三高"质量理念，将积极向世界推广深圳建设"无废城市"成功经验和"建一座工厂，还一个公 园"的成功模式，并积极推动合作框架协议内容落 ...

证券之星消息，12月5日发布《鹏华基金管理有限公司关于鹏华深圳能源清洁能源封闭式基础设施证券 投资基金收益分配的公告》。本次分红为本基金对2025年度可供分配金额的第二次分红。。公告显示， 本次分红的收益分配基准日为9月9日，详细分红方案如下： | 分级基金简称 | 代码 | 量使用量发展 | 分红方案 | | | --- | --- | --- | --- | --- | | | | (元) | (元/10份) | | | 鹏华深圳能源REIT 180401 | | | | 1.19 | 本次分红对象为权益登记日在本基金登记机构登记在册的本基金份额持有人。，权益登记日为12月9 日，现金红利发放日为12月11日。本基金收益分配采取现金分红方式，不支持红利再投资。根据财政 部、国家税务总局的财税[2002]128号《财政部 国家税务总局关于开放式证券投资基金有关税收问题的 通知》及财税[2008]1号《关于企业所得税若干优惠政策的通知》的规定，基金向投资者分配的基金利 润，暂免征收所得税。本次分红免收分红手续费。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备3101043457103012400 ...

Group 1 - The company views the frequent changes in electricity trading rules as a necessary part of market reform and aims to optimize its trading strategies to maximize benefits [1] - The company currently operates in four main business segments: low-carbon electricity, ecological environmental protection, integrated gas, and intelligent services [1] - The company plans to continue focusing on its core business and aims to become an internationally influential provider of clean energy and ecological environmental services [1]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2025年12月1日收盘，深圳能源（000027）报收于6.68元，较前一交易日上涨0.3%，最新总市值为 317.79亿元。该股当日开盘6.67元，最高6.69元，最低6.65元，成交额达8317.55万元，换手率为0.26%。 近日，深圳能源集团股份有限公司发布关于公开发行公司债券预案的公告。公告称，公司于2025年11月 28日召开董事会八届四十一次会议，审议通过公开发行公司债券相关议案。公司拟面向专业投资者公开 发行总额不超过200亿元的公司债券，包括一般公司债券、绿色债券、可续期公司债券等品种，期限不 超过30年，募集资金用于补充流动资金、项目建设、偿还债务等合法合规用途。本次发行不设担保，不 向股东优先配售，决议有效期为三十六个月。该事项尚需提交股东会审议，并经深交所审核及证监会注 册后实施。 最新公告列表 《独立董事专门会议工作细则》 《董事会专门委员会工作细则》 《信息披露暂缓与豁免制度》 《独立董事工作制度》 《董事会秘书工作制度》 《市值管理制度》 《关于公开发 ...

Investment Rating - The report maintains a "Positive" investment outlook for the public utilities and environmental sectors, particularly in the context of recent regulatory changes and market dynamics [1]. Core Insights - The report highlights the regulatory measures in various provinces aimed at standardizing the retail price differences in electricity sales, which is expected to stabilize market expectations and improve the profitability of electricity sales companies [3][7]. - It notes the fluctuating natural gas prices globally, with U.S. prices rising while European prices are declining, indicating a complex supply-demand landscape influenced by geopolitical factors and seasonal demand [12][22]. - The report provides specific investment recommendations across various segments, including hydropower, thermal power, nuclear power, green energy, and gas-related companies, reflecting a diversified approach to capitalize on emerging opportunities [10][37]. Summary by Sections 1. Electricity: Regulation of Retail Price Differences - Guangdong has issued guidelines to regulate the retail price differences, proposing a sharing mechanism for excess profits above a set threshold starting in 2026 [7]. - Several provinces have introduced detailed policies to manage retail price differences, aiming to prevent excessive profits by electricity sales companies and ensure fair pricing for consumers [8][9]. - The report emphasizes the need for a shift from aggressive pricing strategies to a service-oriented business model for electricity sales companies, which could stabilize market expectations [9]. 2. Natural Gas: Global Price Fluctuations - As of November 28, U.S. Henry Hub spot prices reached $4.59/mmBtu, reflecting an 11.13% weekly increase, while European prices, such as TTF, fell by 5.37% to €28.75/MWh [12][13]. - The report notes that U.S. natural gas demand has surged due to cold weather, despite record production levels, leading to a tightening supply-demand balance [16]. - In Northeast Asia, LNG prices have decreased to $10.90/mmBtu, down 6.52% week-on-week, driven by weak demand and high inventory levels [31][34]. 3. Investment Recommendations - Hydropower: Favorable autumn floods are expected to enhance hydropower generation capacity for the winter and spring, with recommendations for major hydropower companies [10]. - Thermal Power: The diversification of revenue sources in thermal power companies is highlighted, with recommendations for integrated coal and power companies [11]. - Nuclear Power: The report suggests focusing on nuclear power companies due to stable cost structures and expected growth from new approvals [11]. - Green Energy: The introduction of new market rules for renewable energy is expected to stabilize returns for green energy operators [11]. - Gas and Environmental Companies: Recommendations include integrated gas trading companies and environmentally focused firms benefiting from regulatory changes [37].

Group 1 - Guizhou Moutai elected Chen Hua as the chairman of the fourth board of directors [4] - Tianfeng Securities is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure and illegal financing [4] - Yongtai Energy's actual controller Wang Guangxi received a notice of investigation from the China Securities Regulatory Commission for matters unrelated to the company [4] Group 2 - Shenzhou Pharmaceutical's controlling shareholder plans to reduce its stake by no more than 3% [4] - Zhenhua Group intends to increase its stake in China Jushi by 550 million to 1.1 billion yuan [4] - Jihong Co., Ltd. and its concerted parties plan to reduce their stake by no more than 2.93% [4] Group 3 - XJ Electric won a 1.518 billion yuan procurement project from the State Grid [4] - China XD Electric's subsidiaries collectively won procurement projects from the State Grid worth approximately 2.98 billion yuan [4] - Chaozhuo Aerospace's actual controller will change to the Hubei Provincial State-owned Assets Supervision and Administration Commission, with stock resuming trading on December 1 [4] Group 4 - Huakong Saige terminated its specific object stock issuance [5] - Shenzhen Energy plans to apply for a public bond issuance with a total scale not exceeding 20 billion yuan [5] Group 5 - Blue Sail Medical's board proposed to lower the conversion price of "Blue Sail Convertible Bonds" [6] - ST Lifang's stock will be subject to delisting risk warning and will be suspended from trading on December 1 [7] - Cambrian elected Chen Tianshi as chairman [8]

Core Viewpoint - Shenzhen Energy plans to issue corporate bonds totaling up to RMB 20 billion to broaden financing channels, optimize debt structure, and meet strategic development needs [1] Group 1 - The company intends to use the funds raised from the bond issuance for various purposes, including supplementing working capital, investing in project construction, repaying company debts, and equity investments [1] - The specific use of the raised funds will be determined by the board of directors or authorized personnel based on the company's actual investment situation, pending shareholder meeting approval [1]