Core Points - Gansu Electric Power Investment Co., Ltd. announced that its subsidiary, Gansu Electric Power Changle Co., Ltd., has successfully put the 5th unit of the 2×1,000 MW coal-fired power expansion project into commercial operation as of September 6, 2025 [1] Group 1: Project Details - The 5th unit has a total installed capacity of 1,000 MW and is located in the Liugou Logistics Park, Guazhou County, Jiuquan City, Gansu Province [1] - The project has passed a 168-hour full-load trial operation, meeting the regulatory disclosure requirements for new production [1] Group 2: Future Operational Considerations - The 5th unit will serve as a peak-shaving power source within Gansu Province [1] - Future profitability may be influenced by factors such as increased electricity supply, a higher proportion of renewable energy, priority access for renewable energy to the grid, adjustments in grid electricity prices, and fluctuations in coal supply and prices [1]

Core Viewpoint - Gansu Energy's subsidiary, Gansu Electric Power Changle Co., Ltd., has successfully completed the 5th unit of its 2×1,000 MW coal-fired power expansion project, which began commercial operation on September 6, 2025, contributing over 10% to the company's total installed capacity by the end of 2024 [1] Group 1 - The 5th unit has a total installed capacity of 1,000 MW, located in Jiuquan City, Gansu Province [1] - The unit is expected to serve as a peak-shaving power source within Gansu Province [1] - Future profitability may be influenced by factors such as increased electricity supply, rising share of renewable energy, priority grid access for renewables, adjustments in grid pricing, and fluctuations in coal supply and prices [1]

甘肃电投能源发展股份有限公司 关于常乐公司 2×1,000 兆瓦燃煤机组扩建项目 5 号机组 正式投入商业运营的公告 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。 近日，公司收到控股子公司甘肃电投常乐发电有限责任公司（以下简称"常 乐公司"）报告，常乐公司 2×1,000 兆瓦燃煤机组扩建项目 5 号机组已于 2025 年 9 月 6 日顺利通过 168 小时满负荷试运行，正式投入商业运营。5 号机组位于 甘肃省酒泉市瓜州县柳沟物流园常乐公司北侧，总装机容量 1000MW，达到公司 2024 年末已发电控股装机容量的 10%以上，根据《深圳证券交易所上市公司自律 监管指引第 3 号——行业信息披露》规定对新投产情况进行公告。 常乐公司 5 号机组作为甘肃省内调峰电源，未来运营可能受电力供应增加、 新能源占比提高、新能源优先上网、上网电价调整、煤炭供应及价格上涨等因素 影响盈利能力。敬请广大投资者谨慎决策，注意防范投资风险。 特此公告。 证券代码：000791 证券简称：甘肃能源 公告编号：2025-56 甘肃电投能源发展股份有限公司 董事会 2025 年 9 ...

Core Viewpoint - Gansu Energy's subsidiary, Gansu Electric Power Changle Generation Co., has successfully completed the full-load trial operation of its 2×1000 MW coal-fired unit expansion project, marking a significant milestone for the company as it officially enters commercial operation [1] Group 1 - The 5th unit of the expansion project was put into commercial operation on September 6, 2025, after passing a 168-hour full-load trial run [1] - The total installed capacity of the 5th unit is 1000 MW, which accounts for over 10% of the company's projected installed capacity by the end of 2024 [1]

【甘肃能源：常乐公司5号机组正式投入商业运营】智通财经9月7日电，甘肃能源(000791.SZ)公告称， 公司控股子公司甘肃电投常乐发电有限责任公司的2×1,000兆瓦燃煤机组扩建项目5号机组已于2025年9 月6日通过168小时满负荷试运行，正式投入商业运营。该机组位于甘肃省酒泉市瓜州县，总装机容量 1000MW，达到公司2024年末已发电控股装机容量的10%以上。未来运营可能受电力供应、新能源占 比、上网电价、煤炭供应等因素影响，敬请投资者注意投资风险。 转自：智通财经 ...

甘肃能源公告，控股子公司常乐公司2×1000兆瓦燃煤机组扩建项目5号机组已于2025年9月6日顺利通过 168小时满负荷试运行，正式投入商业运营。5号机组总装机容量1000MW，达到公司2024年末已发电控 股装机容量的10%以上。 ...

Core Viewpoint - Gansu Electric Power Investment's Changle Power Plant successfully completed the 168-hour full-load trial operation of the 5th unit of the 2×1000MW coal-fired unit expansion project and has officially commenced commercial operations [1] Group 1 - The 5th unit of the Changle Power Plant is part of an expansion project that includes two 1000MW coal-fired units [1] - The company is actively working on the commissioning of the 6th unit to achieve the goal of high-quality production of both units within the year [1]

Core Viewpoint - The announcement from Gansu Energy highlights the company's investment in a 1 million kW integrated wind and solar project, reflecting a broader trend among listed companies to increase investments in renewable energy projects driven by policy and market factors [1][2]. Group 1: Company Initiatives - Gansu Energy's subsidiary plans to invest 4.089 billion yuan in the Minqin wind-solar integrated project, which will have a total installed capacity of 1 million kW, split evenly between wind and solar [1][2]. - The expected annual electricity generation from the wind project is 1.099 billion kWh, while the solar project is projected to generate 1.015 billion kWh [2]. - The project is anticipated to have a payback period of 14.91 years and a financial internal rate of return of 6.76% [2]. Group 2: Industry Trends - The surge in investments in renewable energy projects is driven by four main factors: supportive national policies under the "dual carbon" goals, increasing market demand for clean energy, technological advancements reducing costs, and strategic needs for energy security [3]. - As of the first half of the year, the total installed power generation capacity in China reached 3.65 billion kW, marking an 18.7% year-on-year increase, with solar and wind capacities growing by 54.2% and 22.7%, respectively [3]. - The industry is transitioning from a phase of "scale expansion" to "quality priority," necessitating companies to enhance technology development and explore new operational models [4][5].

Core Viewpoint - The announcement from Gansu Energy indicates a significant investment in renewable energy projects, reflecting a broader trend among listed companies to enhance their renewable energy capacity in response to national policies and market demands [1][2]. Group 1: Company Developments - Gansu Energy plans to invest in a 1 million kW integrated wind and solar project in Minqin, with a total investment of 4.089 billion yuan [1][2]. - The project will consist of 500,000 kW from wind power and 500,000 kW from solar power, with expected annual electricity generation of 1.099 billion kWh from wind and 1.015 billion kWh from solar [2]. - The investment recovery period for the project is estimated at 14.91 years, with a financial internal rate of return of 6.76% [2]. Group 2: Industry Trends - The surge in renewable energy project announcements is driven by four main factors: supportive national policies under the "dual carbon" goals, increasing market demand for clean energy, technological advancements reducing costs, and strategic needs for energy security [3]. - As of the first half of the year, the total installed power generation capacity in China reached 3.65 billion kW, a year-on-year increase of 18.7%, with solar power capacity growing by 54.2% and wind power capacity by 22.7% [3]. - The industry is shifting from "scale expansion" to "quality first," facing challenges such as insufficient grid capacity and increased competition among projects [4][6]. Group 3: Policy Implications - The National Development and Reform Commission and the National Energy Administration have issued a notice promoting market-oriented pricing for renewable energy, which will require project holders to enhance their market transaction capabilities [5][6]. - This policy change aims to create a true market price for electricity, facilitating efficient resource allocation and guiding the healthy development of the renewable energy sector [5].

Key Points - The core viewpoint of the articles highlights significant corporate announcements, including project investments, contract awards, share buybacks, and operational data, indicating various companies' strategic movements and financial performance [1][2]. Company Announcements - Zhaoxiang Technology's sulfide solid electrolyte project is currently in the pilot test stage and has not yet generated sales revenue [1] - Gansu Energy plans to invest approximately 4.089 billion yuan in the construction of a 1 million kilowatt wind-solar integrated project in Minqin [1] - Donghong Co., Ltd. signed a contract worth 109 million yuan for the procurement of pressure steel pipes and accessories [1] - Zhangjiang Hi-Tech's subsidiary intends to transfer 100% equity and related debts of Shanghai Jixin Rui Architectural Technology [1] - Baipusais completed a share buyback, spending a total of 29.8504 million yuan to repurchase 612,700 shares [2] Operational Data - Changyuan Power reported a total power generation of 3.771 billion kilowatt-hours in August, a year-on-year decrease of 6.03% [2] - Jindi Group achieved a cumulative contract amount of 21.95 billion yuan from January to August, reflecting a year-on-year decline of 53.91% [2] Shareholding Changes - Shareholder Zhong Yinghao of Yongfenghua plans to reduce his holdings by no more than 2% [2] - Yidongxing and Zhao Yanxing of Baolande intend to collectively reduce their holdings by no more than 3% [2] - Guokai Manufacturing Fund and Guokai Science and Technology plan to reduce their holdings in Xinke Mobile by no more than 1% [2] Other Developments - Changqing Technology plans to issue convertible bonds to raise no more than 800 million yuan [2] - Tieliu Co., Ltd. signed a framework agreement with the Yangtze River Delta Hart Robot Industry Technology Research Institute [2]