证券代码： 000027 证券简称：深圳能源 深圳能源集团股份有限公司投资者关系活动记录表 编号：202505 | 投资者关系活动 | □ 特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 □ 业绩说明会 | | | 新闻发布会 路演活动 □ □ | | | 现场参观 □ | | | 年深圳辖区上市公司投资者网上集体接待日） √其他 （2025 | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 11 月 20 日 (周四) 下午 14:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1. 副总裁、董事会秘书 李倬舸 | | 员姓名 | 2. 董事会办公室 章红星 | | | 3. 董事会办公室 瞿铁山 | | | 4. 董事会办公室 王兆一 | | | 5. 董事会办公室 施诗 | | | 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1 ...

Core Insights - Shenzhen Deep Investment Control Donghai New Energy Industry Private Equity Investment Fund Partnership (Limited Partnership) has been established with a capital contribution of 1 billion RMB [1] - The fund's operational scope includes private equity investment, investment management, and asset management activities [1] - Key partners in the fund include Shenzhen Energy, Shenzhen Investment Control Donghai Investment Co., Ltd., and Shenzhen Guiding Fund Investment Co., Ltd. [1] Company Information - The executing partner of the fund is Shenzhen Investment Control Donghai Investment Co., Ltd. [2] - The fund is registered as a limited partnership and is classified under capital market services [2] - The fund's business registration is valid until December 31, 2035, with a registration number of 440300227476041 [2] Investment Structure - The fund's capital structure includes contributions from several partners, with Shenzhen Energy being a notable participant [2] - The fund is associated with the National SME Development Sub-Fund, indicating a focus on supporting small and medium enterprises [2]

天眼查工商信息显示，11月17日，深圳市深投控东海新能源产业私募股权投资基金合伙企业（有限合 伙）成立，执行事务合伙人为深圳市投控东海投资有限公司，出资额10亿人民币，经营范围包括以私募 基金从事股权投资、投资管理、资产管理等活动。合伙人信息显示，该基金由深圳能源、深圳市投控东 海投资有限公司、深圳市引导基金投资有限公司等共同出资。 ...

Core Viewpoint - Shenzhen Energy (000027.SZ) primarily engages in the development, production, and trading of various conventional and renewable energy sources, as well as urban solid waste treatment, wastewater treatment, and urban gas supply. The company currently has no involvement in the nuclear power sector [1]. Group 1 - The main business activities of the company include conventional and renewable energy development and production [1]. - The company is also involved in urban solid waste treatment and wastewater treatment [1]. - Urban gas supply is another key area of operation for the company [1]. Group 2 - The company has not established any presence in the nuclear power sector as of now [1].

Investment Rating - The report maintains a "Positive" outlook on the public utilities and environmental protection sectors [3] Core Insights - The report highlights a significant increase in electricity production in October, with total generation reaching 800.2 billion kWh, a year-on-year growth of 7.9% [4][11] - Hydropower and thermal power contributed the most to the increase in electricity generation, while wind power saw a decline of 11.9% compared to the previous year [4][10] - Natural gas prices showed mixed trends globally, with stable prices in Asia and fluctuations in Europe and North America [22][40] Summary by Sections 1. Electricity Production - In October, thermal power generation was 513.8 billion kWh, up 7.3% year-on-year, while hydropower generation reached 135.1 billion kWh, up 28.2% [4][11] - The total increase in electricity generation for October was approximately 58.6 billion kWh, with thermal power contributing 35 billion kWh and hydropower contributing 29.7 billion kWh [10][11] - The Three Gorges Reservoir achieved its water storage target of 175 meters, supporting future hydropower generation [10] 2. Natural Gas Market - As of November 14, the Henry Hub spot price in the U.S. was $3.49/mmBtu, a weekly decrease of 7.32% [22] - The TTF spot price in Europe was €30.80/MWh, showing a slight weekly change of 0.81% [22] - Northeast Asia's LNG spot price remained stable at $11.10/mmBtu, with domestic supply being sufficient [22][40] 3. Investment Recommendations - For hydropower, the report recommends companies like Guotou Power, Chuan Investment Energy, and Huaneng Hydropower due to favorable autumn water conditions [20] - In the green energy sector, companies such as Xintian Green Energy and Longyuan Power are suggested for their stable returns and high utilization hours [20] - For nuclear power, the report highlights China Nuclear Power and China General Nuclear Power as key players due to ongoing approvals for new units [20] - In the thermal power sector, companies like Guodian Power and Inner Mongolia Huadian are recommended due to decreasing fuel costs [20] - The report also suggests focusing on integrated natural gas companies like Kunlun Energy and New Hope Energy for their potential recovery in profitability [42][43]

格隆汇11月17日丨深圳能源(000027.SZ)在投资者互动平台表示,根据目前工程进展，公司投资的江苏小 纪80MW光伏等新能源项目以及河北威县二期、广东河源市区等环保项目预计将于2025年第四季度投 产。 ...

格隆汇11月17日丨深圳能源(000027.SZ)在投资者互动平台表示,根据目前工程进展，公司投资的江苏小 纪80MW光伏等新能源项目以及河北威县二期、广东河源市区等环保项目预计将于2025年第四季度投 产。 ...

Group 1 - Shenzhen Investment Control East China New Energy Industry Private Equity Investment Fund Partnership (Limited Partnership) has been established with a capital contribution of 1 billion yuan [1] - The fund's business scope includes private equity investment, investment management, and asset management activities [1] - The fund is co-funded by Shenzhen Guiding Fund Investment Co., Ltd. and Shenzhen Energy (000027) among others [1]

Core Insights - Shenzhen Shentou Control Donghai New Energy Industry Private Equity Investment Fund Partnership (Limited Partnership) has been established with a capital contribution of 1 billion yuan [1] - The fund's business scope includes private equity investment, investment management, and asset management activities [1] - The fund is jointly funded by Shenzhen Guiding Fund Investment Co., Ltd. and Shenzhen Energy among others [1]

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 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000027 证券简称：深圳能源 公告编号：2025-040 公司债券代码：149676 公司债券简称：21 深能 01 关于参加2025年度深圳辖区上市公司投资者网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，深圳能源集团股份有限公司（以下简称：公司）将参加由深圳证监 局和中证中小投资者服务中心指导、深圳上市公司协会与深圳市全景网络有限公司联合举办的"2025年 度深圳辖区上市公司投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站（http://rs.p5w.net），或关注微信 公众号"全景财经"，或下载"全景路演"APP，参与本次互动交流，活 ...