Core Viewpoint - The company reported a decrease in power generation due to an increase in installed renewable energy capacity in the province, leading to reduced utilization hours for thermal power generation [1] Group 1: Power Generation - The decline in power generation is attributed to the increased installed capacity of renewable energy in the province, which has resulted in lower utilization hours for thermal power [1] - The company plans to enhance power generation efforts by improving operational management and maintenance of its units, aiming to stabilize and maximize output [1] Group 2: Heating Supply - The increase in heating supply is due to the completion of upgrades at the company's Tashan Power Plant and Tonghua Power Plant, which have added new heating capacity [1] Group 3: Future Strategies - The company will adopt a pricing strategy that considers both volume and price, aiming to optimize quotes based on provincial electricity demand and renewable energy forecasts [1] - During peak times, the company intends to increase unit load rates to maximize efficiency and ensure that power generation hours remain among the top in the province [1]

证券日报网讯晋控电力9月17日发布公告，在公司回答调研者提问时表示，集团公司对公司的发展前景 持有积极态度，不断推动企业在能源革命的浪潮中平稳转型。公司自上市以来，一直致力于煤电一体化 的发展，集团煤的供应有效保障了公司火电企业用煤需求，起到了压舱石的作用。 （文章来源：证券日报） ...

证券日报网讯晋控电力9月17日发布公告，在公司回答调研者提问时表示，公司将继续按照业务发展的 需求和市场变化，审慎考虑和规划未来的区域扩展策略，根据公司的长远规划和市场需求，适时调整和 优化业务布局。 （文章来源：证券日报） ...

Core Viewpoint - The company held a performance briefing for the first half of 2025, addressing various operational and business planning questions from investors, highlighting its strategies in response to market conditions and regulatory policies [1] Policy Impact and Business Data Interpretation - The company confirmed that the high energy consumption policies in Shanxi province have not adversely affected its electricity consumption, with a 7.09% year-on-year increase in total electricity usage in the province from January to August [2] - The company's electricity generation decreased by 13.02% year-on-year, while heating supply increased by 6.95%, attributed to increased renewable energy capacity and operational adjustments [2] New Energy Business Layout - The company is actively adapting to new energy system requirements, having already initiated fire power storage projects and considering virtual power plant operations in the future [3] Market Value Management and Resource Integration - The company emphasizes market value management through operational efficiency, investor relations, and improved information disclosure, while also focusing on integrating high-quality power resources within the group [4] Other Business Issues - The company plans to increase R&D investment in 2025, focusing on technology innovation for coal power units [5] - The company is participating in the electricity spot market, with significant price fluctuations, and has optimized its peak-shaving units to enhance profitability [5] - The company has established mechanisms for the recovery of accounts receivable, primarily from national subsidies, and is expanding its solar projects, which are expected to contribute significantly to annual electricity generation [5]

Group 1: Company Performance and Impact - The overall electricity consumption in Shanxi Province increased by 7.09% year-on-year from January to August 2025, which did not negatively impact the company's electricity consumption [2] - The company's electricity generation decreased by 13.02% year-on-year in the first half of 2025, while heating supply increased by 6.95% due to upgrades at specific power plants [2][3] - The main factors affecting the company's performance are electricity volume, electricity prices, and coal prices, prompting the company to optimize operational strategies and strengthen cost control [4][5] Group 2: Future Strategies and Developments - The company plans to enhance electricity generation and utilization hours by improving unit operation and maintenance management [3] - There are considerations for developing energy storage and virtual power plant businesses to adapt to new power system requirements [3] - The company is actively involved in the construction of energy storage projects and optimizing its energy structure [3][4] Group 3: Shareholder and Market Management - The company emphasizes the protection of minority shareholders' rights and adheres to regulations regarding major shareholder share reductions [4][5] - The company is focused on improving operational efficiency and profitability to align market value with intrinsic value [5] - The company is enhancing investor relations management and improving information disclosure quality to support high-quality development and market value management [5][6] Group 4: Technological Innovations and Projects - The company is increasing R&D investment in 2025, focusing on technology innovation and optimization for coal-fired power generation [5][6] - The "flexibility transformation" of all coal-fired units has been completed, allowing for better performance in the volatile electricity market [6] - The company has ongoing projects, such as the "Same Heat Phase III 2×1000MW project," which is expected to be operational by the end of next year [6] Group 5: Market Position and Expansion - The company currently generates 97.42% of its revenue from the North China region and is considering expansion based on market demand [6] - The group company maintains a positive outlook on the company's development and aims to ensure a stable transition in the energy revolution [6][7]

（文章来源：证券日报） 证券日报网讯 9月5日晚间，晋控电力发布公告称，近日，公司塔山三期2×100万千瓦煤电项目获得山西 省发展和改革委员会核准。 ...

二、项目建设地点为山西省大同市云冈区榆林村东侧。 证券代码：000767 证券简称：晋控电力 公告编号：2025临─040 晋能控股山西电力股份有限公司 关于塔山三期2×100 万千瓦煤电项目 获得核准的公告 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。 近日，晋能控股山西电力股份有限公司（以下简称"公 司"）塔山三期 2×100万千瓦煤电项目获得山西省发展和改 革委员会核准。核准文件《关于晋控电力塔山三期2×100万千 瓦煤电项目核准的批复》（晋发改审批发〔2025〕277号）主要 内容如下： 一、为贯彻落实国家关于夯实火电兜底保障作用，增加电 力保供能力的工作部署，根据《行政许可法》《企业投资项目 核准和备案管理条例》《山西省企业投资项目核准和备案管理 办法》等，同意建设晋控电力塔山三期2×100万千瓦煤电项 目。 项目单位为晋能控股山西电力股份有限公司。 三、建设规模及主要建设内容：项目建设2×100万千瓦超 超临界、空冷燃煤发电机组及附属设施，同步建设脱硫脱硝设 施。项目设计纯凝工况供电标煤耗282.8gce/kWh,设计年耗煤量 368.9万吨。项目 ...

Core Viewpoint - Jin控电力's Tashan Phase III 2×1000 MW coal power project has been approved by the Shanxi Provincial Development and Reform Commission, indicating a significant step in the company's expansion in the coal power sector [1]. Company Summary - The project involves the construction of 2×1000 MW ultra-supercritical, air-cooled coal-fired generating units along with auxiliary facilities, which will include desulfurization and denitrification systems [1]. - The designed standard coal consumption for the project under pure condensing conditions is 282.8 gce/kWh, with an annual coal consumption of 3.689 million tons [1]. - The project plans to connect to the grid at a voltage level of 500 kV, with specific plans to be determined later [1]. Industry Summary - The approval of this project reflects ongoing investments in coal power generation within the region, highlighting the continued reliance on coal as an energy source despite global trends towards renewable energy [1].

Group 1 - The company Jin控电力 has received approval from the Shanxi Provincial Development and Reform Commission for its Tashan Phase III 2×1,000 MW coal power project [1] - The approval document is titled "Approval for Jin控电力 Tashan Phase III 2×1,000 MW Coal Power Project" [1]

每经AI快讯，9月5日，晋控电力（000767）(000767.SZ)公告称，公司塔山三期2×100万千瓦煤电项目获 得山西省发展和改革委员会核准。项目建设地点位于山西省大同市云冈区榆林村东侧，建设规模为 2×100万千瓦超超临界、空冷燃煤发电机组及附属设施，同步建设脱硫脱硝设施。项目静态投资75.18亿 元，其中资本金20%由公司自筹，其余通过银行贷款解决。 ...