证券代码：000692 证券简称：惠天热电 公告编号：2025-45 沈阳惠天热电股份有限公司 关于收到风电项目竞争性配置结果函的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 按照《辽宁省2025年第二批风电、光伏发电项目建设方案》等文件要求，沈阳市2025 年第二批140万千瓦风电项目竞争性配置评审及结果公示等工作已结束，确定惠天热电 为70万千瓦风电项目业主。下一步，沈阳市发展和改革委员会拟将此次竞配结果报送省 发展改革委，请惠天热电按照省、市有关要求，组织开展好项目投资建设各项工作。 公司将按照上述函件要求推进后续工作，并按规则及时履行相关决策程序及信息披 露义务，敬请广大投资者关注公司后续相关公告。 上述项目尚需相关部门核准，未来推进进度、投资成本、投资收益等均存在不确定 性，若未能按期核准、开工的，存在开发权被收回的风险。敬请广大投资者注意投资风 险。 特此公告。 沈阳惠天热电股份有限公司董事会 2025年7月24日 2025年7月22日，沈阳惠天热电股份有限公司（以下简称"公司"或"惠天热电"） 收到沈阳市发展和改革委员会发来的《关于沈阳市2 ...

Group 1 - Fumiao Technology signed a strategic cooperation agreement with New Hu Textile to advance technology development and market expansion in the textile dyeing industry [1] - Fumiao Technology's shareholder, Feixiang Chemical, transferred 6.1076 million shares at a price of 16.38 yuan per share, representing 5% of the company's total shares [1] - Huaitian Thermal Power was recommended as the owner of a 700,000 kW wind power project, aligning with local government policies for investment strategy [1][2] Group 2 - Beiyinmei's controlling shareholder applied for pre-restructuring due to liquidity issues, holding 1.33 billion shares, 98.85% of which are pledged or frozen [3] - *ST Songfa's subsidiary signed a contract for the construction of two LNG dual-fuel oil tankers, expected to positively impact future performance [4] - Hongming Technology terminated a major asset restructuring plan to acquire 83% of Shenzhen Chisu Automation Equipment due to failure to reach an agreement [18] Group 3 - Guoxiang Technology's controlling shareholder plans to transfer 4 million shares at a price of 44.14 yuan per share, representing 5% of the total shares [20] - Longpin Puzhi's controlling shareholder is set to change to Changjiang Guomao after transferring 72.239 million shares at 12.42 yuan per share, totaling 1.046 billion yuan [28] - Hanwujing adjusted its 2025 fundraising plan to raise up to 3.985 billion yuan for AI chip platform projects and working capital [31]

Group 1: US Market Performance - Strong retail sales data and a decrease in initial jobless claims led to a rise in the US dollar and stock market, with the S&P 500 and Nasdaq closing at new highs [1][2] - The S&P 500 index rose by 0.54%, the Dow Jones increased by 0.52%, and the Nasdaq gained 0.74% [2] Group 2: Company Earnings and Stock Movements - Netflix's stock dropped by 2% after its earnings report, while PepsiCo's shares rose by 7.4% [3] - Microsoft and Nvidia both saw approximately 1% increases in their stock prices [3] - TSMC reported better-than-expected earnings, with its ADR rising by 3.38%, marking three consecutive days at historical highs [3] Group 3: Bond and Commodity Markets - The 2-year US Treasury yield rose by over 3 basis points, while the dollar appreciated by 0.33% [4] - Gold prices fell by over 1.1% before rebounding, ultimately closing down by 0.28% [5] - Oil prices initially dropped but later increased, with US crude rising nearly 2% from its daily low [5] Group 4: AI and Technology Developments - Nvidia's VP announced plans to port CUDA to the RISC-V architecture, indicating strong demand for AI chips [12][16] - TSMC's Q2 net profit surged by 61%, exceeding expectations, with a projected sales growth of about 30% for the year [12] Group 5: Investment Strategies and Market Trends - Dongfang Securities noted that the Shanghai Composite Index has remained above 3500 points for six trading days, indicating a potential upward trend in the market [13] - The technology sector, particularly AI, robotics, and semiconductors, is expected to remain a long-term focus for investors [13] Group 6: Industry-Specific Developments - Chongqing issued a plan to cultivate the recycling industry for new energy vehicle batteries, aiming for a 90% coverage rate by 2027 [9] - Shanghai's health departments released guidelines to promote the transformation of scientific achievements in medical institutions [10] Group 7: New Financial Products - Huaxia Fund (Hong Kong) launched two tokenized money market funds, including the world's first RMB tokenized fund [11]

登录新浪财经APP 搜索【信披】查看更多考评等级 1.该项目尚处竞争性配置结果公示期，公司能否中标存在不确定性。 2.公司若中标该项目，将尽快推进后续工作，并按规则履行相关决策程序及信息披露义务。同时，本项 目未来推进进度等情况存在不确定性，若未能按期核准、开工的，存在开发权被收回的风险。敬请广大 投资者注意投资风险。 特此公告。 沈阳惠天热电股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大遗 漏。 一、基本情况 2025年6月，沈阳惠天热电股份有限公司（以下简称"公司"）根据沈阳市改革和发展委员会发布的《沈 阳市2025年第二批140万千瓦风电项目竞争性配置公告》的规定和要求，参与了本次风电项目竞争性配 置工作。 2025年7月15日，沈阳市改革和发展委员会网站（http://fgw.shenyang.gov.cn/）上发布了《关于沈阳市 2025年第二批140万千瓦风电项目竞争性配置结果的公示》，推荐公司为70万千瓦风电项目业主。公示 期为2025年7月15日至2025年7月17日。 二、获得竞争性配置对公司的影响 2025年1月24日和2月11日，公司 ...

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have announced significant developments, including changes in control, asset sales, investments, and performance forecasts, which may present investment opportunities and risks for investors. Group 1: Control Changes and Major Transactions - Helen Piano's actual controllers are planning a change in control, leading to a suspension of trading starting July 18, 2025, for up to two trading days [3] - Tiger Medical is selling 95.09% of its stake in Lixin Pharmaceutical for approximately $34.11 million [4] - ST Lifan announced that its operational situation has not changed significantly despite a stock price fluctuation of 42.54% over two trading days [9] Group 2: Investments and Acquisitions - Sdic plans to invest approximately 509 million yuan in expanding its high-end functional film production capacity [5] - Dongfang Yuhong's subsidiary intends to acquire 100% of Chile's Construmart for about $123 million [6] - Huaitian Thermal Power has been recommended as the owner of a 700,000 kW wind power project, aligning with its investment strategy [7] Group 3: Performance Announcements - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of the year, a year-on-year increase of 16.67% [14] - Tuojing Technology expects a net profit increase of 101% to 108% in Q2 2025, driven by new product breakthroughs [15] - Weicheng Bio anticipates a net profit of 30.06 million yuan for the first half of 2025, reversing a loss from the previous year [17] Group 4: Contracts and Strategic Partnerships - State Grid Information won contracts totaling 966 million yuan from the State Grid Corporation [21] - Beizhi Technology signed a contract worth 164 million yuan with a major client [22] - Mould Technology received a project letter of intent for exterior parts with an expected total sales of 2.044 billion yuan [23] Group 5: Shareholding Changes - Huasheng Lithium plans to reduce its shareholding by up to 2.24% [25] - Yutai Micro's shareholder intends to reduce holdings by up to 3% due to personal funding needs [26] - Alter's controlling shareholder plans to reduce holdings by up to 3% [27]

Group 1: Company Announcements - Changhua Group received a development notification from a domestic new energy vehicle company, with an expected total sales amount of approximately 235 million yuan over a project lifecycle of 4 years, starting production in Q2 2026 [1] - North Self Technology signed an equipment procurement contract worth 164 million yuan with a subsidiary of Jushi Group [2] - Hongta Securities plans to repurchase company shares worth 100 million to 200 million yuan at a price not exceeding 12.76 yuan per share [2] - State Grid Information Technology won a total of 966 million yuan in bids for the State Grid's procurement [2] - Helen Piano announced a planned change in control, leading to a stock suspension starting July 18, 2025 [6] - Mould Technology received a project designation letter for exterior parts with an expected total sales of 2.044 billion yuan over a 5-year lifecycle [6] - Oriental Yuhong's subsidiary plans to acquire 100% of Chile's Construmart for approximately 123 million USD [6] Group 2: Financial Performance - Hangzhou Bank reported a net profit of 11.662 billion yuan for the first half of the year, a year-on-year increase of 16.67%, with total revenue of 20.093 billion yuan, up 3.89% [3] - Zhongwei Company expects a net profit increase of 31.61% to 41.28% for the first half of 2025, with projected revenue of approximately 4.961 billion yuan, a year-on-year growth of about 43.88% [4] Group 3: Investment Projects - Stik plans to invest approximately 509 million yuan in expanding high-end functional film production [7] - Jinlihua Electric plans to invest 186 million yuan in a production line for 3 million high-voltage glass insulators [8] - Weili Transmission intends to raise up to 600 million yuan through a private placement for a wind power gearbox smart factory and to supplement working capital [10] - Huitian Thermal Power has been recommended as the owner of a 700,000 kW wind power project, aligning with its investment strategy [11]

证券代码：000692 证券简称：惠天热电 公告编号：2025-44 沈阳惠天热电股份有限公司 关于参与风电项目竞争性配置的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 一、基本情况 1.该项目尚处竞争性配置结果公示期，公司能否中标存在不确定性。 2.公司若中标该项目，将尽快推进后续工作，并按规则履行相关决策程序及信息披 露义务。同时，本项目未来推进进度等情况存在不确定性，若未能按期核准、开工的， 存在开发权被收回的风险。敬请广大投资者注意投资风险。 特此公告。 沈阳惠天热电股份有限公司董事会 2025年7月18日 二、获得竞争性配置对公司的影响 2025年1月24日和2月11日，公司分别召开了第十届董事会2025年第一次临时会议和 2025年第一次临时股东大会，分别审议通过了《关于投资建设沈阳全胜热电项目的议案》 （议案内容详见2025年1月25日，公司刊登在《中国证券报》《证券时报》《上海证券 报》及巨潮资讯网上的《关于投资建设沈阳全胜热电项目的公告》（公告编号：2025-03））， 按照地方政府政策规定，火电装机并网后，配比新能源装机方可并网 ...

惠天热电（000692）公告，公司根据沈阳市发展和改革委员会发布的《沈阳市2025年第二批140万千瓦 风电项目竞争性配置公告》参与了风电项目竞争性配置工作。2025年7月15日，沈阳市发展和改革委员 会网站上发布了《关于沈阳市2025年第二批140万千瓦风电项目竞争性配置结果的公示》，推荐公司为 70万千瓦风电项目业主。公示期为2025年7月15日至2025年7月17日。公司若获得竞争性配置70万千瓦业 主资格，将符合热电项目投资政策要求，有利于公司优化产业布局和高质量发展。 ...

（二）业绩预告情况：预计净利润为负值 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 | 盈利（或亏损）： | | | 盈利（或亏损）： | | | 的净利润 | -16,000 | 万元至-12,000 | 万元 | -29,395.88 | 万元 | | 扣除非经常性损益后 | | 盈利（或亏损）： | | 盈利（或亏损）： | | | 的净利润 | -15,800 | 万元至-11,800 | 万元 | -30,168.72 | 万元 | | 基本每股收益 | | 盈利（或亏损）： | | 盈利（或亏损）： | | | | -0.3003 | 元至-0.2252 元 | | -0.5517 元 | | 证券代码：000692 证券简称：惠天热电 公告编号：2025-43 沈阳惠天热电股份有限公司 2025 年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间：2025年1月1日至6月30日 二、 ...

Overview - Shenyang Huitian Thermal Power Co., Ltd. has established a wholly-owned subsidiary named Shenyang Quansheng Thermal Power Co., Ltd. to accelerate the Quansheng Thermal Power project construction [2][3] - The investment for the establishment of the subsidiary amounts to RMB 73.423 million [2] Company Details - The subsidiary was officially registered on July 2, 2025, with a registered capital of RMB 73.423 million [2] - The legal representative of the subsidiary is Yang Lin [2] - The company is located at No. 8-4, Luguang Street, Yuhong District, Shenyang, Liaoning Province [2] Business Scope - The subsidiary's business scope includes power generation, power transmission, and supply services, as well as urban waste management services [2] - It is also involved in general projects such as heat production and supply, and sales of lime and gypsum [2]