Investment Rating - The report maintains a "Strong Buy" rating for the industry, indicating a positive outlook for investment opportunities [2]. Core Insights - The report highlights the focus on offshore wind power development and the need to combat price competition in the photovoltaic sector, suggesting a shift towards quality improvement and innovation [6][7]. - The offshore wind market is expected to grow due to supportive policies and decreasing investment costs, while the photovoltaic sector faces challenges with price declines and profitability pressures [6][7]. Summary by Sections Wind Power - The Central Financial Committee's sixth meeting emphasized the importance of developing offshore wind power as part of the marine economy, aiming for orderly construction and quality improvement [11]. - The wind power index increased by 1.3% over the week, underperforming compared to the CSI 300 index by 0.24 percentage points, with a current PE ratio of 19.69 times [12]. - Investment opportunities are identified in domestic offshore wind demand, recovery of profitability, and advancements in floating wind technology, with recommended companies including Mingyang Smart Energy, Goldwind Technology, and Dongfang Cable [7][18]. Photovoltaics - The report discusses the government's focus on addressing price competition in the photovoltaic industry, with expectations of continued price declines in the supply chain [6]. - The current PE ratio for the photovoltaic sector is approximately 31.75 times, indicating a challenging environment for profitability [5]. - Structural opportunities are suggested, with recommended companies including Dier Laser, Aiko Solar, and Longi Green Energy [7]. Energy Storage & Hydrogen - A series of independent energy storage projects have commenced in Inner Mongolia, indicating a push for new energy storage solutions [7]. - The report anticipates a resurgence in demand for new energy storage following a phase of adjustment, with investment opportunities in companies like Sungrow Power and Deye Technology [7]. - The hydrogen sector is highlighted for its potential, with a focus on companies involved in green hydrogen project investments, recommending Jilin Electric Power [7].

Meeting Announcement - Jilin Electric Power Co., Ltd. will hold its third extraordinary general meeting of shareholders for 2025 on July 8, 2025, using a combination of on-site and online voting methods [1][2] - The on-site meeting will take place at 14:00 on July 8, 2025, at the company's conference room [1][9] - Online voting will be available on the Shenzhen Stock Exchange trading system from 9:15 to 9:25 on the same day [2] Voting Procedures - Shareholders can choose to vote either in person or online, and if duplicate votes are cast, the first vote will be considered valid [2] - All ordinary shareholders registered with China Securities Depository and Clearing Co., Ltd. by the close of trading on the registration date are entitled to attend the meeting [2][4] - The meeting will also allow for proxy representation, where the proxy does not need to be a shareholder of the company [2][4] Registration and Attendance - Registration for the on-site meeting will occur on July 3, 2025, from 10:30 to 11:00 [8] - The registration location is at the Capital Operations Department of Jilin Electric Power Co., Ltd. in Changchun [8] - Contact information for inquiries includes a phone number and email address for the company's representative [8] Agenda Items - The meeting will review proposals, including the investment in the Pear Tree Green Methanol Innovation Demonstration Project [9]

证券代码：000875 证券简称：吉电股份 公告编号：2025-048 吉林电力股份有限公司 关于召开 2025 年第三次临时股东会的提示 性公告 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。 吉林电力股份有限公司（以下简称"公司"）第九届董事会第三 十二次会议决定于 2025 年 7 月 8 日采取现场投票与网络投票相结合 的表决方式召开公司 2025 年第三次临时股东会，详见 2025 年 6 月 21 日刊载于《中国证券报》《上海证券报》《证券时报》和巨潮资 讯网站（www.cninfo.com.cn）上的《关于召开 2025 年第三次临时股 东会的通知》（公告编号：2025-047），现将本次股东会的召开情况 进一步提示如下： 一、召开会议的基本情况 1.股东会届次：公司 2025 年第三次临时股东会。 2.会议召集人：公司董事会。 2025 年 6 月 20 日，公司第九届董事会第三十二次会议审议通过 了《关于召开公司 2025 年第三次临时股东会的议案》。 3.会议召开的合法、合规性：本次临时股东会召开符合有关法律、 行政法规、部门规章、规范性文 ...

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信用等级通知书 东方金诚债跟踪评字【2025】0261 号 吉林电力股份有限公司： 东方金诚国际信用评估有限公司根据跟踪评级安排对贵公司及"22 吉电 G1"的信用状况进行了跟踪评级，经信用评级委员会评定， 此次跟踪评级维持贵公司主体信用等级为 AAA，评级展望为稳定， 同时维持"22 吉电 G1"信用等级为 AAA。 东方金诚国际信用评估有限公司 信评委主任 二〇二五年六月十九日 东方金诚债跟踪评字【2025】0261 号 信用评级报告声明 3.本评级报告的结论，是按照东方金诚的评级流程及评级标准做出的独立判断，未受评级对象 和第三方组织或个人的干预和影响。 4.本次评级依据委托方提供的资料和/或已经正式对外公布的信息，相关信息的合法性、真实性、 准确性、完整性均由资料提供方和/或发布方负责，东方金诚按照相关性、可靠性、及时性的原 则对评级信息进行合理审慎的核查分析，但不对资料提供方和/或发布方提供的信息合法性、真 实性、准确性及完整性作任何形式的保证。 5.本报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/引用本报告产生的任何后果承担责任，也不对任何投资者 ...

吉林电力股份有限公司 2022-2023 年绿色公司债券 存续期跟踪评估认证报告 (2024 年度) 言示直抓境评价股份有8 e Equator Environmental Impa 吉林电力股份有限公司 2022-2023 年绿色公司债券存续期跟踪评估认证（2024 年度） 发行人 ● MREECHROWERCO.L 吉林电力股份有限公司 地址:吉林省长春市人民大街 9699 号 邮编:130022 联系电话:0431-81150888 | 认证机构 h)联合赤道抚植萍价股份春 绿色债券标准委员会注册的评估认证机构 气候债券倡议组织(CBI)认可的核查机构 国际资本市场协会绿色债券原则(GBP)观察员机 联系电话: 022-58356805 | 地址:天津市和平区曲阜道 80 号 邮编:300042 认证总结 认证对象:吉林电力股份有限公司 2022年面向专业投资者公开发行绿色公司债券(专项用 于碳中和)(第一期);吉林电力股份有限公司 2022 年面向专业投资者公开发行绿色乡村振兴 公司债券(专项用于碳中和)(第二期);吉林电力股份有限公司 2023年面向专业机构投资者 公开发行科技创新绿色乡村振兴公司债 ...

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债券简称：22 吉电 G1 债券代码：149848.SZ 债券简称：22 吉电 G2 债券代码：148096.SZ 债券简称：23 吉电 GCKV01 债券代码：148530.SZ 涉及股东代表董事、总经理辞职的 临时受托管理事务报告 受托管理人 （住所：中国（上海）自由贸易试验区商城路 618 号） 二〇二五年六月 国泰海通证券股份有限公司 关于吉林电力股份有限公司 根据发行人披露的《吉林电力股份有限公司关于公司股东代表董事、总经理 辞职的公告》，本次发行人股东代表董事、总经理辞职事项情况如下： 吉林电力股份有限公司董事会于 2025 年 6 月 19 日收到公司股东代表董事、 总经理牛国君先生提交的书面辞呈，因工作变动原因，牛国君先生申请辞去公司 第九届董事会股东代表董事、总经理职务。辞职后，牛国君先生不再担任公司及 控股子公司任何职务。牛国君先生不持有公司股份，亦不存在应当履行而未履行 的承诺事项。根据《公司法》及公司《章程》的有关规定，辞职报告自董事会收 到之日起生效。按照公司董事会各专门委员会议事规则的相关规定，不再担任董 事职务将自动失去董事会战略与投资委员会委员、提名委员会委员及可持续发展 （E ...

Group 1: General Information - Report Title: Methanol Daily Report [1] - Date: June 26, 2025 [2] - Researcher Information: Li Jin, Ren Junchi, Peng Haozhou, Peng Jinglin, Liu Youran, Li Jie, Feng Zeren [3] - Data Sources: Wind, CCB Futures Research and Development Department [5] Group 2: Market Performance - Futures Market: Methanol weighted contract increased positions and rebounded, with an increase of 12,464 lots, and the 09 main contract increased by 7,724 lots. The weighted contract showed a narrow - range oscillation and closed with a small - bodied positive line, rising 0.5% [5]. - Spot Market: The average spot transaction price of methanol in Jiangsu Taicang was 2,650 yuan/ton, up 10 yuan/ton from the previous day [6]. Group 3: Inventory Data - Domestic Production Enterprises: As of June 25, 2025, the inventory of domestic methanol sample production enterprises was 341,600 tons, a decrease of 25,800 tons (7.02%) from the previous period; the sample enterprise orders to be delivered were 240,700 tons, a decrease of 33,100 tons (12.08%) [6]. - Port Inventory: The total domestic methanol port inventory was 670,500 tons, an increase of 84,100 tons from the previous data. Both East China and South China regions had inventory accumulation [6]. Group 4: Arrival Volume - Weekly Arrival: The weekly arrival volume of Chinese methanol samples was 301,400 tons, with a slight increase. Among them, foreign vessels accounted for 264,100 tons and domestic trade vessels supplemented 37,300 tons [6]. Group 5: Market Outlook - Short - term Trend: The driving factor of geopolitical conflicts on the market has weakened, the amplitude of methanol has converged, and it will mainly oscillate in the short term. Technically, it also shows an oscillating trend [6]. Group 6: Contract - Specific Data - MA2501: Opened at 2,401, closed at 2,417, with a high of 2,425, a low of 2,399, a rise of 0.42%, a trading volume of 80,377, an open interest of 242,523, an increase of 4,963 in open interest, and a speculation degree of 0.33 [7]. - MA2505: Opened at 2,322, closed at 2,328, with a high of 2,330, a low of 2,315, a rise of 0.30%, a trading volume of 1,195, an open interest of 5,235, a decrease of 81 in open interest, and a speculation degree of 0.23 [7]. - MA2509: Opened at 2,383, closed at 2,391, with a high of 2,400, a low of 2,375, a rise of 0.50%, a trading volume of 1,052,872, an open interest of 904,459, an increase of 7,724 in open interest, and a speculation degree of 1.16 [7]. Group 7: Industry News - Investment Project: Jidian Co., Ltd. plans to invest 4.92 billion yuan through its subsidiary to build the Lishu Green Methanol Innovation Demonstration Project, an important step towards the green hydrogen - based energy field [12].

Core Viewpoint - Jidian Co., Ltd. is making significant investments in green hydrogen-based energy, with a total investment of 4.92 billion yuan in the Lishu Green Methanol Innovation Demonstration Project, marking a key step in its transition to renewable energy [1][2][4]. Investment Details - The Lishu Green Methanol Innovation Demonstration Project has a total investment of 4.92 billion yuan, with a construction period of approximately 27 months [2][3]. - The project includes a wind power installation of 400,000 kW and a methanol synthesis facility with a capacity of 200,000 tons [2][3]. - The financial internal rate of return for the project is estimated at 8.88%, with a payback period of 13.86 years [2]. Renewable Energy Expansion - Jidian Co., Ltd. has announced a total investment of around 11 billion yuan in major renewable energy projects for 2024 [1][6]. - The company's clean energy installed capacity reached 11.14 million kW by the end of 2024, accounting for 77.15% of its total installed capacity [1][6]. Financial Performance - The company's net profit excluding non-recurring gains has shown continuous growth from 2020 to 2024, with a net profit of over 600 million yuan in the first quarter of this year, representing a year-on-year increase of 5.65% [1][7]. - Financial expenses have decreased significantly, from 1.84 billion yuan in 2022 to 1.447 billion yuan in 2024 [1][7]. Strategic Importance - The Lishu project is the first green methanol innovation demonstration project for Jidian Co., Ltd., which is expected to play a leading role in the company's overall layout and accelerate the development of its green hydrogen energy platform [4][5].