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吉电股份:公司经营情况请关注定期报告
Zheng Quan Ri Bao Wang· 2025-12-15 09:13
证券日报网讯12月15日,吉电股份(000875)在互动平台回答投资者提问时表示,公司经营情况请关注 定期报告。 ...
吉电股份:分红方案符合公司利润分配政策及股东回报规划
Sou Hu Cai Jing· 2025-12-15 06:15
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 来源:市场资讯 有投资者在互动平台向吉电股份提问:"1公司现任管理层的多次分红方案。存在敷衍国家分红政策的现 象,典型的一鱼三吃。浪费公司资源。2业绩直线下滑更反应了公司现任管理层能力低下。" 针对上述提问,吉电股份回应称:"您好,公司分红方案符合公司利润分配政策及股东回报规划。感谢 您的关注!" ...
吉电股份:公司分红方案符合利润分配政策
Sou Hu Cai Jing· 2025-12-15 04:09
吉电股份回复:您好,公司分红方案符合公司利润分配政策及股东回报规划。感谢您的关注! 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 证券之星消息,吉电股份(000875)12月15日在投资者关系平台上答复投资者关心的问题。 投资者提问:1公司现任管理层的多次分红方案。存在敷衍国家分红政策的现象,典型的一鱼三吃。浪 费公司资源。2业绩直线下滑更反应了公司现任管理层能力低下。 ...
——电新环保行业周报20251214:中央经济工作会议强调绿电应用,持续推荐氢氨醇、储能-20251214
EBSCN· 2025-12-14 14:30
Investment Ratings - The report maintains a "Buy" rating for both the power equipment and environmental protection sectors [1]. Core Views - The Central Economic Work Conference emphasizes the application of green electricity and promotes the development of hydrogen, ammonia, methanol, and energy storage, indicating a positive outlook for investment opportunities in green energy sectors in 2026 [3]. - Domestic energy storage saw significant growth in November, with newly installed capacity reaching 4.51GW/13.03GWh, reflecting a month-on-month increase of 57.14% in power and 74.66% in capacity [3][7]. - The report highlights the importance of hydrogen and green fuels as new growth points, with expectations for increased investment in these areas due to supportive policies and market conditions [4]. Summary by Sections Energy Storage - Domestic energy storage is experiencing a boom, with November's new installations showing a 45.95% year-on-year increase in power and a 49.6% increase in capacity [3][7]. - The report anticipates that independent energy storage tenders will maintain a good level in 2026, supported by a complete revenue model through energy markets and auxiliary services [3]. Hydrogen and Green Fuels - The report suggests that hydrogen and methanol will play a crucial role in the non-electric applications of green electricity, with significant investment expected in these areas [4]. - The development of zero-carbon parks and factories is also highlighted as a key initiative for 2026 [3]. Wind Power - The report notes that in 2024, onshore wind power installations are expected to reach 75.8GW, a year-on-year increase of 9.68%, while offshore wind installations are projected to be 4.0GW, a decrease of 40.85% [8]. - The bidding capacity for wind power equipment in 2024 is expected to be 164.1GW, a 90% increase year-on-year [13]. Lithium Battery - The report indicates that the demand for lithium batteries remains strong, with December's retail sales of new energy vehicles expected to show a bright performance despite a year-on-year decline of 17% [19]. - The supply chain for lithium batteries is expected to stabilize, with ongoing negotiations for long-term contracts and price adjustments [22][23].
政策和市场驱动下,绿色液体燃料市场稳步发展
Xinda Securities· 2025-12-13 15:40
Investment Rating - The report maintains a "Positive" investment rating for the environmental sector, consistent with the previous rating [2]. Core Insights - The green liquid fuel market, particularly green ammonia and green methanol, is gaining traction due to supportive policies and market demand. The Ministry of Industry and Information Technology, along with other agencies, has emphasized the development of these fuels as part of the clean energy transition [18][19]. - As of the end of 2024, there are 119 green ammonia projects and 165 green methanol projects in China, with respective production capacities of 20.17 million tons/year and 52.57 million tons/year. Most projects are in early stages, indicating potential for capacity release [22][28]. - The report highlights the significant role of green ammonia in the energy system, particularly in coal power plant modifications, with a target of 10% co-firing by 2024 [19]. - The report suggests that the environmental sector will maintain high growth due to increasing demands for energy efficiency and resource recycling, with a focus on water and waste incineration sectors as stable revenue generators [53]. Summary by Sections Market Performance - The environmental sector underperformed the broader market, with a decline of 0.61% as of December 12, 2025, compared to a 0.34% drop in the Shanghai Composite Index [10][13]. Industry Dynamics - Recent policies include a notification from the Ministry of Industry and Information Technology and the People's Bank of China to support green factory construction through green finance [33]. - The ecological environment ministry is seeking public opinion on emergency control standards for water pollution, aiming to enhance environmental emergency response capabilities [35]. Investment Recommendations - The report recommends focusing on companies like Huanlan Environment, Xingrong Environment, and Hongcheng Environment, which are expected to benefit from the ongoing market reforms and stable cash flows [53].
吉电股份:截至2025年12月10日公司股东户数158418户
Zheng Quan Ri Bao· 2025-12-12 12:37
证券日报网讯 12月12日,吉电股份在互动平台回答投资者提问时表示,截至2025年12月10日,公司股 东户数158418户。 (文章来源:证券日报) ...
吉电股份(000875.SZ):公司目前暂无已投产的绿色甲醇项目
Ge Long Hui· 2025-12-03 07:29
格隆汇12月3日丨吉电股份(000875.SZ)在投资者互动平台表示,公司目前暂无已投产的绿色甲醇项目。 ...
吉电股份:目前暂无已投产的绿色甲醇项目
Mei Ri Jing Ji Xin Wen· 2025-12-03 03:56
吉电股份(000875.SZ)12月3日在投资者互动平台表示,公司目前暂无已投产的绿色甲醇项目,拟投资 建设的梨树绿色甲醇项目情况详见公司于2025年6月21日披露的《关于拟投资建设梨树绿色甲醇创新示 范项目的公告》(2025-046)。 每经AI快讯,有投资者在投资者互动平台提问:请问上市公司目前已投产的绿色甲醇项目和产能,以 及未来绿色甲醇规划项目? (文章来源:每日经济新闻) ...
吉电股份(000875) - 公司2025年第六次临时股东会决议公告
2025-12-02 10:45
证券代码:000875 证券简称:吉电股份 公告编号:2025-099 吉林电力股份有限公司 2025 年第六次临时股东会决议公告 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。 特别提示 1.本次临时股东会没有否决提案的情形; 2.本次临时股东会不涉及变更以往股东会决议的情形。 一、会议召开和出席情况 (一)会议召开情况 1.会议召开的时间: 现场会议召开时间为:2025 年 12 月 2 日(星期二)下午 14:00。 网络投票时间为:2025 年 12 月 2 日,其中: 4.会议召集人 吉林电力股份有限公司第十届董事会。 (1)通过深交所交易系统投票 2025 年 12 月 2 日上午 9:15-9:25,9:30-11:30 和下午 13:00-15:00。 (2)通过互联网投票系统投票 2025 年 12 月 2 日 9:15-15:00 的任意时间。 2.现场会议召开地点 吉林电力股份有限公司三楼会议室。 1 3.会议召开方式 本次临时股东会以现场表决和网络投票相结合的方式进行。 5.会议主持人 公司第十届董事会董事长杨玉峰先生因公无法出席本次会 ...
吉电股份(000875) - 关于吉林电力股份有限公司2025年第六次临时股东会的法律意见书
2025-12-02 10:33
北京市中咨律师事务所 法律意见书 二〇二五年十二月 关于 吉林电力股份有限公司 2025 年第六次临时股东会的 北京市西城区平安里西大街 26 号 新时代大厦 5-8 层 邮编:100034 电话:+86-10-66091188 传真:+86-10-66091616(法律部) 66091199(知识产权部) 网址:http://www.zhongzi.com.cn/ 北京市中咨律师事务所(以下简称"本所")接受吉林电力股份有限公司(以 下简称"吉电股份"或"公司")委托,指派彭亚峰、刘晓航律师(以下简称"承 办律师")担任吉电股份于2025年12月2日召开的2025年第六次临时股东会(以 下简称"本次股东会")的特别法律顾问,出席会议,并出具本法律意见书。 本法律意见书系依据《中华人民共和国证券法》(以下简称"证券法")、 《中华人民共和国公司法》(以下简称"公司法")、中国证券监督管理委员会 《上市公司股东会规则》(以下简称"股东会规则")、《上市公司证券发行注 册管理办法》(以下简称"发行注册管理办法")、《深圳证券交易所股票上市 规则》(以下简称"上市规则")等法律、法规和其他规范性文件以及《吉林电 力 ...