东方金诚国际信用评估有限公司关于吉林电力股份有限公司变更 公司名称、证券简称等事项的关注公告 1 东方金诚公告【2026】0050 号 东方金诚国际信用评估有限公司（以下简称"东方金诚"）受托对吉林电力股份有限公司（以 下简称"吉电股份"或"公司"）及其发行的"22 吉电 G1"进行了信用评级。2025 年 6 月 19 日， 东方金诚对吉电股份主体及"22 吉电 G1"进行了定期跟踪评级，维持主体信用等级为 AAA，评级 展望稳定；维持"22 吉电 G1"信用等级为 AAA，评级结果在受评债项的存续期内有效。 1 特别声明： 本公告的著作权等相关知识产权均归东方金诚所有。除委托评级合同约定外，委托方、受评对象等任何使用者未经东方金诚书面授权，不得用于发行债务融资工 具等证券业务活动或其他用途。 本公告仅为受评对象信用状况的第三方参考意见，并非是对某种决策的结论或建议。东方金诚不对发行人使用/引用本公告产生的任何后果承担责任，也不对任 何投资者的投资行为和投资损失承担责任。 邮箱：dfjc@coamc.com.cn 电话：010-62299800 传真：010-62299803 地址：北京市朝阳区朝外西街 3 ...

Investment Rating - The report maintains a "Recommended" rating for the company Electric Power Green Energy (stock code: 000875) [1] Core Views - The company is experiencing short-term performance pressure but is expected to benefit from the ramp-up of its green hydrogen-based energy business [1] - The company has changed its name from Jilin Electric Power Co., Ltd. to Guodian Power Green Energy Co., Ltd. to better reflect its focus on renewable and green hydrogen energy [3] - The company anticipates a significant decline in net profit for 2025, estimated between 440 million to 540 million yuan, representing a year-on-year decrease of 50.88% to 59.97% [3] - The decline in performance is attributed to challenges in both the renewable energy and thermal power sectors, including lower average utilization hours and settlement prices in the renewable sector, and reduced auxiliary service income in the thermal sector [3] - The company expects improved cash flow in 2025 due to accelerated subsidy payments from the government, with a projected increase of 154.2% in renewable energy subsidy funds received [3] - The green ammonia project has commenced regular operations, and the green methanol project is expected to be operational by 2028, indicating a strong future revenue potential [3] Financial Summary - The company forecasts a revenue of 12,883 million yuan for 2025, a decrease of 6.24% from the previous year, with a projected net profit of 501 million yuan [5] - The estimated net profit for 2026 and 2027 is expected to be 561 million yuan and 685 million yuan, respectively, indicating a recovery trend [5] - The company's price-to-earnings (PE) ratio is projected to be 49.3x for 2025, 44.0x for 2026, and 36.0x for 2027, reflecting its unique positioning in the green hydrogen and ammonia sectors [5]

Investment Rating - The report maintains a "Recommended" rating for the company Electric Power Green Energy (stock code: 000875) [1] Core Views - The company is experiencing short-term performance pressure but is expected to benefit from the ramp-up of its green hydrogen-based energy business [1] - The company has changed its name from Jilin Electric Power Co., Ltd. to Guodian Power Green Energy Co., Ltd. to better reflect its focus on renewable energy and green hydrogen [3] - The company anticipates a significant decline in net profit for 2025, estimated between 440 million to 540 million yuan, representing a year-on-year decrease of 50.88% to 59.97% [3] - The decline in performance is attributed to challenges in both the renewable energy and thermal power sectors, including lower average utilization hours and settlement prices in the renewable sector, and reduced auxiliary service income in the thermal sector [3] - The company expects operational cash flow to improve significantly in 2025 due to accelerated subsidy payments from the government, with a total of 1.271 billion yuan received in subsidies, a 154.2% increase year-on-year [3] - The green ammonia project has entered regular operation, and the green methanol project is expected to be operational by 2028, indicating a strong future revenue potential [3] Financial Summary - The company forecasts a revenue of 12.883 billion yuan for 2025, a decrease of 6.24% from the previous year, with a projected net profit of 501 million yuan, down 54.4% [5] - The expected profit margins are 22.01% for 2025, with a gradual recovery anticipated in subsequent years [5] - The company's earnings per share (EPS) is projected to be 0.14 yuan in 2025, with a price-to-earnings (P/E) ratio of 49.28 [5]

2026.02. 08 本文字数：1451，阅读时长大约2分钟 作者 | 第一财经 林春挺 今年以来，吉电股份（现电投绿能）、中国能建、国家能源集团等国央企密集布局氢能领域，通过战 略重组、机构升格、平台设置等举措，推动氢能从"辅助业务"向"核心战略板块"跃升，加速构建覆盖 技术研发、工程应用、市场消纳的全产业链生态。 2月4日，吉林电力股份有限公司（即"吉电股份"）正式更名为国电投绿色能源股份有限公司（即"电 投绿能"，000875.SZ）。截至2025年末，该公司管理资产规模超1000亿元。而此次更名后，公司将 聚焦"新能源+"和绿色氢基能源双赛道。 国家能源局发布的《中国氢能发展报告（2025）》指出，中国的氢能产业正从试点探索逐步进入有 序破局的新阶段。根据该报告，2024年中国氢能生产消费规模突破3650万吨，连续多年位居全球第 一，占全球总消费量的三分之一以上。国家发改委原副主任、中国国际经济交流中心特邀专家张晓强 预测，到2030年，中国绿氢产量完全有可能达300万吨以上，形成万亿元以上大市场。 微信编辑 | 苏小 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 ...

Core Viewpoint - State-owned enterprises in China are intensifying their focus on the hydrogen energy sector, transitioning it from a secondary business to a core strategic area, thereby accelerating the establishment of a comprehensive industrial ecosystem covering technology research, engineering applications, and market consumption [1][2]. Group 1: Company Developments - Jilin Electric Power Co., now known as State Power Investment Corporation Green Energy Co., has rebranded to focus on "new energy+" and green hydrogen energy, managing assets exceeding 100 billion yuan by the end of 2025 [1]. - The company aims to provide integrated solutions for investment, construction, operation management, production supply, and market sales in the hydrogen sector, marking its role as a global platform for green hydrogen energy [1]. - International cooperation is progressing, with a memorandum of understanding signed with South Korean companies for green ammonia procurement during a high-level visit [1]. Group 2: Industry Trends - Similar strategic upgrades are observed across state-owned enterprises, with China Energy Engineering Group establishing a specialized hydrogen energy engineering and consulting platform to facilitate the transition of hydrogen technology from laboratory to large-scale application [2]. - The National Energy Group has created a hydrogen energy division, becoming the first among the five major power generation groups to establish a dedicated department for hydrogen energy [2]. - The focus on addressing key challenges in the hydrogen industry, such as high production costs and limited application scenarios, is evident, with companies forming partnerships to innovate in hydrogen storage and transportation [2][3]. Group 3: Market Outlook - The hydrogen energy industry in China is entering a critical phase of problem-solving and addressing shortcomings, with state-owned enterprises bringing in capital and resources while fostering specialized market mechanisms [3]. - The strategic importance of hydrogen energy is underscored by national policies, which emphasize its role in building a clean, low-carbon, and efficient energy system [3]. - According to the "China Hydrogen Development Report (2025)," China's hydrogen production and consumption scale is expected to exceed 36.5 million tons in 2024, maintaining its position as the world's largest consumer [4].

China Chengxin International Credit Rating Co.,Ltd. 北京市东城区朝阳门内大街南竹杆胡同 2 号银河 SOHO5 号楼 邮编：100010 电话：（8610）6642 8877 传真：（8610）6642 6100 Building 5, Galaxy SOHO, No.2 Nanzhuganhutong,ChaoyangmenneiAvenue, Dongcheng District,Beijing, 100010 [2026]066 中诚信国际关于确认国电投绿色能源股份有限公司 主体信用等级的公告 国电投绿色能源股份有限公司（以下简称"电投绿能"或"公司"）由中诚 信国际信用评级有限责任公司（以下简称"中诚信国际"）进行相关信用评级工 作。中诚信国际于 2025 年 8 月 28 日出具了《吉林电力股份有限公司 2025 年度 跟踪评级报告》，维持公司主体信用等级为 AAA，评级展望为稳定，评级结果 有效期为 2025 年 8 月 28 日至 2026 年 3 月 28 日。 2026 年 2 月 3 日，公司发布的《吉林电力股份有限公司关于变更公司名称、 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 添加文末微信，加 绿色液体燃料 群 2月4日，在国电投绿色能源股份有限公司揭牌签约活动上，电投绿能党委书记、董事长杨玉峰宣布：公司正式更名为 "国电投绿色能源股份有限 公司"，证券简称"电投绿能" ，证券代码000875。此举不仅是企业名称与标识的更新，更是企业主动融入国家能源战略布局、全面承接国家电投 集团"均衡增长战略"的重要举措，标志着该公司全面迈入以绿色能源为核心产业的新时代。 电投绿能党委书记、董事长杨玉峰，总经理和鲁为公司揭牌 活动现场， 国家电投集团电投绿能与国家管网创新公司、中远海运国际香港、中国商飞北研中心、华为公司、隆基绿能、阳光电源 等行业领军企 业及工商银行、招商银行等金融机构完成签约，并通过云端与西班牙安迅能、东华科技、中国五环等国内外知名企业达成合作。 一系列合作协议的签署，标志着电投绿能已初步形成 "技术—资本—场景—市场" 协同发展体系，为构建具有全球竞争力的绿色氢基能源产业生态 奠定坚实基础。 在全球能源结构加快向绿色低碳转型的背景下，绿色氢基能源已成为链接可再生能源与工业、交通等领域深度脱碳 ...

Core Viewpoint - The renaming of companies, such as Jidian Co. to "Dian Tou Green Energy," reflects a strategic shift towards green energy and aligns with the evolving production capabilities in the industry [1]. Group 1: Company Name Changes - Jidian Co. has officially changed its name to "Guodian Tou Green Energy Co., Ltd." to emphasize its focus on green energy [1]. - A total of 16 listed companies have changed their names this year due to adjustments in their main business, strategic transformations, or asset restructuring [2]. - Companies like Dongfang Garden and Xilinmen Furniture have also undergone name changes to better align with their new strategic directions in renewable energy and health technology, respectively [2][3]. Group 2: Strategic Implications - Name changes serve as significant signals of strategic shifts for companies, indicating a move towards core business areas such as renewable energy and technology solutions [2][3]. - Companies are increasingly adopting unique names to enhance brand recognition and overcome limitations associated with previous names, as seen with Xiamen Dongya Machinery changing to "Xiamen Ding Rongyan Technology" [4]. - Other companies, including Changyou Technology and Jinglan Technology, have announced plans to change their names in response to new ownership structures and strategic requirements [4].

据《中国能源报》记者了解，此次更名后，电投绿能将进一步聚焦绿色氢基能源这一核心领域，充分发挥其连接波动性绿色电力与稳定 工业用能的关键作用，助力绿氢、绿氨、绿甲醇、绿航油等绿色燃料融入千行百业。具体业务上，电投绿能将承接国家电投集团培育未 来支柱产业、打造新经济增长极的发展任务，为境内外项目提供从投资建设、运营管理到生产供应、市场销售的一体化赋能解决方案。 同时，该平台将依托国家电投在清洁能源领域的科研与产业积累，重点开展关键技术研发、示范项目建设、行业标准制定与商业模式创 新。 在能力方面，目前电投绿能已组建超过千人的专业化技术与管理团队，涵盖氢能科研、制备、储运、应用、系统集成等全链条环节。此 外，在绿色氢基装备研发制造方面，该平台将聚焦质子交换膜电解水制氢设备、燃料电池系统等关键装备的研发及应用，推动绿色氢基 产业"制储运用研"全链条发展。同时，通过科技创新、项目开发、标准构建、品牌推广等多方位支持，有效推动产业链上下游协同与能 力共建。 ▲ 图为电投绿能投资建设的"氢洲·大安绿氨"项目空分装置。 吉电股份更名电投绿能，国家电投打造全球绿色氢基能源产业管理平台。 2月4日，国家电投全球绿色氢基能源产业管 ...

中国能源网讯2月4日，国家电投全球绿色氢基能源产业管理平台——国电投绿色能源股份有限公司揭牌。该公司2月3日发布公告称，"吉林电力股份有限公 司"已更名为"国电投绿色能源股份有限公司"，证券简称将于2月4日由吉电股份（000875）变更为电投绿能，证券代码"000875"不变。 电投绿能党委书记、董事长杨玉峰表示，此次更名不仅是企业名称与标识的更新，更是企业主动融入国家能源战略布局、全面承接国家电投"均衡增长战 略"的重要举措，标志着企业全面迈入以绿色能源为核心产业的新阶段。 当前，全球能源结构加速向绿色低碳转型，绿色氢基能源成为链接可再生能源与工业、交通等领域深度脱碳的核心桥梁。"十五五"规划建议明确提出前瞻布 局未来产业，其中氢能成为六大未来产业和新经济增长点的重要组成部分，极大提振了业界对氢能发展的信心，能源央企亦加码氢能产业布局。 文｜中国能源报记者朱学蕊 据《中国能源报》记者了解，此次更名后，电投绿能将进一步聚焦绿色氢基能源这一核心领域，充分发挥其连接波动性绿色电力与稳定工业用能的关键作 用，助力绿氢、绿氨、绿甲醇、绿航油等绿色燃料融入千行百业。具体业务上，电投绿能将承接国家电投集团培育未来支柱产业 ...