吉电股份公告称，公司此前审议通过开展类REITs续发权益融资业务。深交所同意"国家电投 - 吉电股份 清洁能源基础设施绿色碳中和乡村振兴资产支持专项计划"12个月内发行，总额不超26.30亿元。2026年 该专项计划正式设立，已成功发行优先级与次级资产支持证券并全额认购，次级由吉电股份认购。优先 级规模26.29亿元，评级AAAsf，预期收益率2.27%，起息日和预计到期日分别为2026年1月9日、2046年 1月9日；次级规模100万元，未评级。优先级证券将在深交所综合金融服务平台上市流通。 ...

证券代码：000875 证券简称：吉电股份 公告编号：2026-001 吉林电力股份有限公司 关于国家电投-吉电股份清洁能源基础 设施绿色碳中和乡村振兴资产支持专 项计划成立的公告 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。 吉林电力股份有限公司（以下简称"公司"或"吉电股份"）分别于 2025年10月27日召开第十届董事会第二次会议及2025年11月12日召开 2025年第五次临时股东会，审议通过了《关于以新能源发电资产开展 类REITs续发权益融资业务的议案》，同意公司开展类REITs续发权益 融资业务。具体内容详见公司2025年10月28日及2025年11月13日刊载 于巨潮资讯网（www.cninfo.com.cn）、《中国证券报》《上海证券报》 及《证券时报》的《吉林电力股份有限公司关于以新能源发电资 产开展类REITs续发权益融资业务的公告》（2025-086）及《吉 林电力股份有限公司2025年第五次临时股东会决议公告》（2025-090）。 2 2 2026年1月9日，公司收到计划管理人国信证券资产管理有限公 司（以下简称"国信资管"）转发 ...

Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) has shown a stock price increase of 2.48% year-to-date, with a market capitalization of 20.966 billion yuan, indicating a positive market sentiment despite a recent decline in revenue and profit [1][2]. Group 1: Stock Performance - As of January 9, the stock price of Jilin Electric Power is 5.78 yuan per share, with a trading volume of 2.58 billion yuan and a turnover rate of 1.35% [1]. - The stock has experienced a 2.48% increase in price this year, with a 5-day increase of 2.48%, a 20-day increase of 5.28%, and a 60-day decrease of 4.92% [1]. Group 2: Financial Performance - For the period from January to September 2025, Jilin Electric Power reported a revenue of 9.717 billion yuan, a year-on-year decrease of 4.42%, and a net profit attributable to shareholders of 783 million yuan, down 44.63% year-on-year [2]. - The company has distributed a total of 1.045 billion yuan in dividends since its A-share listing, with 840 million yuan distributed in the last three years [3]. Group 3: Shareholder Information - As of December 31, the number of shareholders for Jilin Electric Power is 153,700, a decrease of 1.83% from the previous period, with an average of 21,746 circulating shares per shareholder, an increase of 1.87% [2]. - Notable new shareholders include Hong Kong Central Clearing Limited, holding 43.9863 million shares, and a photovoltaic ETF holding 24.7652 million shares [3]. Group 4: Business Overview - Jilin Electric Power, established on November 20, 1997, and listed on September 26, 2002, operates in various sectors including power generation (wind, solar, hydro, thermal, distributed energy, gas, biomass, nuclear), heating, smart energy supply, clean energy investment, power plant maintenance, technology project development, and power distribution [1]. - The revenue composition of the company includes coal power products (33.67%), photovoltaic products (29.55%), wind power products (23.40%), heating products (10.86%), and operations and maintenance (2.52%) [1]. Group 5: Industry Classification - Jilin Electric Power is classified under the public utility sector, specifically in the electricity and comprehensive energy services industry, with involvement in concepts such as pumped storage, wind energy, offshore wind power, fuel cells, and hydrogen energy [2].

Group 1 - South Korean President Lee Jae-myung's state visit to China from January 4 to January 7 marks his first visit since taking office and the first by a South Korean president in six years, injecting significant momentum into China-South Korea relations [1] - The visit included a high-profile economic delegation of over 200 business leaders from major South Korean companies such as Samsung Electronics, SK Group, Hyundai Motor, and LG Group, highlighting the importance of China-South Korea economic cooperation [1] - During the visit, President Lee emphasized the core value of cooperation between the two countries, advocating for mutual benefits through industrial innovation and supply chain stability to explore new avenues for high-quality development [1] Group 2 - The China-South Korea Business Forum focused on three core topics: manufacturing innovation, supply chain cooperation, and green energy trade, with ongoing negotiations for the second phase of the China-South Korea Free Trade Agreement enhancing policy alignment in green energy trade [3] - A key highlight of the forum was the signing of a total business agency agreement between Beijing Zhongji New Energy Technology Development Co., Ltd. and Aetherion Inc. from South Korea, centered on green hydrogen-based energy products, establishing a long-term procurement and supply mechanism [3] - Jilin Electric Power Co., Ltd. signed a memorandum of understanding with Aetherion Inc. to deepen cooperation in green hydrogen energy products, focusing on promoting green ammonia and green methanol, and expanding into overseas markets [5] Group 3 - The series of agreements focused on green energy trade among new energy companies reflects the upgraded quality of the China-South Korea strategic partnership, aligning with both countries' energy transition needs and providing crucial support for regional green energy trade systems and supply chain stability [7]

Industry News - The National Energy Administration issued the "Public Credit Information Management Measures for the Energy Industry" to enhance credit information management, effective from May 1, 2026 [4] - The National Energy Administration released the "Implementation Rules for the Management of Renewable Energy Green Power Certificates (Trial)" to strengthen the management of green certificates [4] - A new national standard for evaluating green factories, "Evaluation Guidelines for Green Factories" (GB/T 36132—2025), was published and will be implemented starting December 31, 2025, marking a new phase in green factory development in China [4] Corporate News - China National Offshore Oil Corporation (CNOOC) established two key laboratories focused on offshore deep oil and gas resources and marine oil safety and environmental protection [5] - China Southern Power Grid became the first central enterprise to operate entirely on green electricity, launching a carbon trading mechanism and achieving 100% green power consumption in its operations, reducing CO2 emissions by over 1.1 million tons annually [5] - During a visit by South Korean officials, Jilin Electric Power Company signed a memorandum with a South Korean clean energy firm to collaborate on green hydrogen-based energy products, aiming to develop international markets for green ammonia and green methanol [5] Local News - Ningxia's power grid is projected to achieve a milestone in 2025, with total electricity sales reaching 104.48 billion kWh, a year-on-year increase of 6.92%, and external electricity sales also exceeding 100 billion kWh for the first time [6] - The construction of the Hunan Miluo Pumped Storage Power Station has made progress, with the successful completion of the lower reservoir's spillway, marking a new phase in the project's flood control and main structure construction [6] International News - The Russian Foreign Ministry is closely monitoring the tracking of the Russian oil tanker "Mariner" by the U.S. military in the North Atlantic, asserting that the vessel complies with international maritime law [8] - Japan continues to suspend the restart review of the Hamaoka Nuclear Power Plant due to allegations of data manipulation by Chubu Electric Power Company regarding seismic design standards [8]

（文章来源：证券日报） 证券日报网讯 1月7日，吉电股份在互动平台回答投资者提问时表示，二级市场的股价受多重因素影 响。公司将继续深耕主业，挖掘经营潜力，努力提升经营业绩和公司价值，积极回报股东。 ...

Group 1 - The core point of the article is that Jidian Co., Ltd. (000875.SZ) has stated on its investor interaction platform that the company does not engage in the production and sales of lithium iron phosphate energy storage batteries [1]

证券代码：000875 证券简称：吉电股份 公告编号：2025-104 吉林电力股份有限公司 第十届董事会第五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 1.吉林电力股份有限公司第十届董事会第五次会议通知于 2025 年 12 月 21 日以电子邮件、书面送达等方式发出。 （一）关于公司经理层成员 2024-2027 年任期综合业绩责任书的 议案 会议以 9 票赞同、0 票反对、0 票弃权，通过了《关于公司经理 层成员 2024-2027 年任期综合业绩责任书的议案》。该事项已经第十 届董事会薪酬与考核委员会审议通过。 三、备查文件 1.第十届董事会第五次会议决议； 1 2. 2025 年 12 月 31 日，公司第十届董事会第五次会议以通讯方 式召开。 3.公司应参会董事 9 人，实参会董事 9 人。 4.本次会议的召开符合《公司法》及公司《章程》的规定。 二、董事会会议审议情况 2.第十届董事会薪酬与考核委员会 2025 年第三次会议纪要。 特此公告。 吉林电力股份有限公司董事会 二〇二五年十二月三十一日 2 ...

前海联合添瑞一年持有混合A（011290）成立日期2021年4月20日，最新规模416.9万。今年以来亏损 1.69%，同类排名7933/8087；近一年亏损3.01%，同类排名7940/8085；成立以来亏损5.95%。 前海联合添瑞一年持有混合A（011290）基金经理为孟晓婧。 截至发稿，孟晓婧累计任职时间3年156天，现任基金资产总规模974.97万元，任职期间最佳基金回报 0.61%， 任职期间最差基金回报-11.25%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月30日，吉电股份涨1.07%，截至发稿，报5.65元/股，成交1.50亿元，换手率0.80%，总市值204.94亿 元。 资料显示，吉林电力股份有限公司位于吉林省长春市人民大街9699号，成立日期1997年11月20日，上市 日期2002年9月26日，公司主营业务涉及发电(风电、太阳能、水电、火电、分布式能源、气电、生物 质、核能)、供热(民用、工业)、综合智慧能源供应 ...

Group 1 - The report maintains a positive investment rating for the environmental sector, highlighting the potential for growth and the strengthening of dividend attributes in municipal environmental assets [1][2] - Municipal environmental assets exhibit regional monopolistic characteristics, anti-cyclical nature, and stable profitability, with typical companies showing dividend yields between 4% and 7% [4][5] - Insurance capital has steadily increased its holdings in environmental governance, reaching 0.2% by Q3 2025, and is expected to continue favoring dividend-yielding stocks [5][11] Group 2 - The report emphasizes the importance of free cash flow turning positive and the expectation of increased dividends as key drivers for stock price appreciation in the municipal environmental sector [23][39] - The performance of municipal environmental companies has shown significant growth in profitability, with garbage incineration enterprises experiencing high profit increases and improved cash flow due to capacity growth and reduced costs [12][18] - The report suggests focusing on companies with positive cash flow nearing stabilization, such as Xingrong Environment, and those with already positive cash flow and increasing dividends, like Guangda Environment and Hanlan Environment [5][23] Group 3 - The biofuel sector is expected to benefit from ongoing international carbon reduction policies, with prices for SAF and UCO anticipated to rise due to increased demand [5][18] - The report recommends focusing on scarce biofuel industry chain targets, particularly those transitioning to SAF or expanding overseas, such as Zhuoyue New Energy [5][18] - The demand for green methanol is projected to grow significantly starting in 2025, with companies like Jiazhe New Energy being highlighted for investment [5][18] Group 4 - The report outlines that the capital expenditure in the garbage incineration sector is entering a contraction phase, which is expected to enhance free cash flow and improve dividend capabilities [39][43] - The industry is transitioning to a phase of refined operations, focusing on internal growth and cautious external expansion, with significant potential for profit and cash flow improvement [48][49] - The report highlights the importance of regional characteristics and business models in determining the profitability and operational efficiency of garbage incineration companies [54][60]