8月8日至12日，清江流域遭遇连续强降雨，清江公司超前部署，加强气象水情会商预警，梯级电站协同 调度，通过发电消纳来水：高坝洲电站于8月9日15时、水布垭电站于8月10日18时相继满发运行；隔河 岩电站同步实施动态调控，确保高坝洲电站实现水资源全量高效利用。6月18日至6月23日，江坪河水库 遭遇强降雨。溇水水电公司通过科学调度，在减轻下游防汛压力保障人民群众生命财产安全的前提下， 充分利用雨洪资源提供发电增量。 中新网湖北新闻8月25日电 (向珊 严敬川)8月20日，三峡集团所属湖北能源全口径发电量达1.89亿千瓦 时，创下单日发电量历史新高。 近段时间以来，包括湖北在内的全国部分地区迎来大范围持续晴热高温天气，社会用电需求旺盛。湖北 能源充分发挥能源业务品种齐全优势，全力以赴战高温保发电，为所在区域的电力供应与电网稳定运行 提供有力支撑，守护人民群众清凉度夏。 襄阳宜城电厂。 王运滢 摄 水布垭电站。 孙伟 摄 新能源公司枣阳兴隆光伏电站。 在鄂州电厂，主力机组保持高负荷顶峰运转态势。7月30日，鄂州电厂实现6台机组全部在运。8月6日， 襄阳宜城电厂发电量达4423万千瓦时，创投产以来单日发电量新高，机组 ...

知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 上市企业：长江电力（600900）,华能水电（600025）,国投电力（600886）,川投能源（600674）,桂冠电 力（600236）,黔源电力（002039）,湖北能源（000883）,闽东电力（000993）,乐山电力（600644）,郴 电国际（600969） 相关报告：智研咨询发布的《2025-2031年中国水电行业发展现状调查及市场分析预测报告》 根据国家统计局数据显示：2025年6月中国水力发电量产量为1391亿千瓦时，同比下降4%；2025年1-6 月中国水力发电量累计产量为5397.9亿千瓦时，累计下降2.9%。 ...

Group 1: Impact of External Factors - Water inflow and coal prices are the two main factors affecting the company's hydropower and coal power projects [1] - The company enhances communication with meteorological departments to monitor water conditions and improve water utilization efficiency [1] - The company has established a centralized coal procurement mechanism to enhance bargaining power and optimize coal inventory management [1] Group 2: Infrastructure Projects - The Gezhouba navigation channel expansion project does not impact the water inflow in the company's river basins [2] Group 3: Pumped Storage Power Stations - The internal rate of return for capital during the 40-year operational period of pumped storage power stations is set at 6.5% [3] Group 4: Renewable Energy Investments - The company has established a scientific investment decision-making process for different energy types, with no immediate adjustments to the decision-making process for renewable energy projects [4] - Future adjustments to investment return indicators for renewable energy projects will consider investment costs, electricity prices, and market conditions [4]

证券代码：000883 证券简称：湖北能源 公告编号：2025-050 湖北能源集团股份有限公司 关于 2025 年 7 月发电情况的自愿性信息披露公告 湖北能源集团股份有限公司董事会 上述发电量数据系公司初步统计，公司发电量数据在月度之间可 能存在较大差异，其影响因素包括但不限于天气变化、来水情况、季 节因素、设备检修、安全检查等，最终数据请以公司披露的定期报告 为准。提醒投资者不宜以此数据简单推算公司业绩，并注意投资风险。 特此公告。 | 项目 | 本月发电量 | 同比变动 | 本年累计发电量 | 同比变动 | | --- | --- | --- | --- | --- | | 水电 | 6.31 | -69.31% | 51.97 | -42.17% | | 火电 | 27.88 | 41.67% | 143.68 | 8.75% | | 新能源 | 9.19 | 27.29% | 52.28 | 48.44% | | 其中： 风电 | 1.80 | -44.27% | 12.24 | -5.12% | | 光伏发电 | 7.39 | 85.68% | 40.04 | 79.39% | | 合计 | 4 ...

人民财讯8月11日电，湖北能源（000883）8月11日晚间公告，7月公司完成发电量43.38亿千瓦时，同比 减少8.6%。其中水电发电量同比减少69.31%，火电发电量同比增加41.67%，新能源发电量同比增加 27.29%。公司1—7月累计完成发电量247.93亿千瓦时，同比减少3.6%。 ...

湖北能源集团股份有限公司 证券代码：000883 证券简称：湖北能源 公告编号：2025-049 湖北能源集团股份有限公司（以下简称湖北能源、公司）于 2024 年 3 月 29 日、2024 年 6 月 12 日分别召开第九届董事会第三十九次 会议、2023 年度股东大会，审议通过了《关于协议转让长江证券股 份有限公司股份的议案》，拟以 8.20 元/股的价格将所持有的长江证 券股份 529,609,894 股（占长江证券股权比例 9.58%），转让给长江 产业投资集团有限公司（以下简称长江产投）。公司控股股东中国长 江三峡集团有限公司控股子公司三峡资本控股有限责任公司本次拟 同时向长江产投出售其所持有的长江证券 332,925,399 股股份（占长 江证券股权比例 6.02%）。该事项已经国务院国有资产监督管理委员 会及中国证券监督管理委员会审核通过。 具体内容详见公司分别于 2024 年 3 月 30 日、2024 年 5 月 15 日、 2025 年 6 月 7 日刊登在巨潮资讯网（www.cninfo.com.cn）的《关于 协议转让长江证券股份的公告》《关于协议转让长江证券股份获得国 务院国有资产 ...

证券代码：000883 证券简称：湖北能源 公告编号：2025-048 湖北能源集团股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 特别提示: 1. 回购注销原因：鉴于公司激励对象彭吉银先生、覃辉女士、 邓诗军先生、刘家祥先生、许甲清先生已正常退休，不再具备激励对 象资格，且公司 2021 年限制性股票激励计划第三个解除限售期的业 绩未达到考核要求，根据公司《2021 年限制性股票激励计划》相关 规定，由公司对已退休的 5 名激励对象所持的 635,800 股及其他 172 名激励对象所持的 17,638,170 股，合计 18,273,970 股已获授但尚未 解锁的限制性股票予以回购注销。 2. 本次回购及注销股份数量为 18,273,970 股，占本次注销前公 司总股本 6,499,723,456 股的比例为 0.28%，注销日期为 2025 年 8 月 1 日。 3.本次回购注销涉及 177 人。其中，已退休的首次授予的 4 名激 励对象覃辉、邓诗军、刘家祥、许甲清所持限制性股票按照 2021、 20 ...

Group 1 - As of July 29, 2025, Hubei Energy's stock price is 4.63 yuan, down 0.01 yuan from the previous trading day, with a decline of 0.22% [1] - The trading volume on that day was 152,122 hands, with a transaction amount of 0.70 billion yuan [1] - Hubei Energy is a comprehensive energy enterprise owned by Hubei Province, involved in multiple energy sectors including electricity, coal, and natural gas [1] Group 2 - The company will disclose its 2025 semi-annual report on August 29, 2025, which will include key information such as the number of shareholders as of June 30, 2025 [1] - On July 29, 2025, the net outflow of main funds for Hubei Energy was 7.038 million yuan, accounting for 0.02% of the circulating market value [1]

Group 1: Pricing and Market Participation - The company's domestic hydropower projects are priced by the price regulatory authority and currently do not participate in market trading [1] - As of now, Hubei Province has not released supporting details regarding the implementation of the 136 document on market-oriented pricing for renewable energy [1] Group 2: Development Directions and Strategies - During the 14th Five-Year Plan period, the company will focus on renewable energy development, including the construction of three pumped storage projects and the establishment of centralized wind and solar power bases [2] - The company aims to enhance asset returns by optimizing operational processes and leveraging digital intelligence for efficiency improvements [2] Group 3: Market Performance and Pricing Changes - The Hubei electricity spot market transitioned from trial operation to formal operation in June 2025, with a slight decrease in electricity prices for thermal and renewable energy projects compared to the same period last year [2] - The internal rate of return for pumped storage projects is set at 6.5%, with a pricing mechanism that includes prior approval and periodic adjustments [2] Group 4: Shareholder Returns - The company has established a shareholder return plan for the next three years (2024-2026) and emphasizes a stable cash dividend strategy to enhance long-term shareholder value [3]

Core Viewpoint - The glass insulator market in China is experiencing rapid growth driven by the continuous development of the power infrastructure and the rise of smart grids and renewable energy, with the market size expected to reach 2.641 billion yuan in 2024, a 2.56% increase from 2023 [1][15]. Industry Overview - Insulators are essential components of power systems, providing electrical insulation and mechanical support, typically made from solid insulating materials like ceramics, glass, and composite materials [3]. - Glass insulators, made from tempered glass, are crucial for supporting wires and preventing current leakage, exhibiting excellent resistance to harsh conditions [5]. Market Demand and Supply - The total electricity consumption in China is projected to grow from 7,511 billion kWh in 2020 to 9,852 billion kWh in 2024, leading to increased demand for glass insulators due to accelerated grid construction [9]. - The production of glass insulators is expected to reach 282,500 tons in 2024, reflecting a 1.22% year-on-year increase, driven by significant energy projects [17]. Investment Trends - China's investment in power grid construction is projected to rise from 469.9 billion yuan in 2020 to 608.3 billion yuan in 2024, with a 19.80% increase in the first five months of 2025, indicating a growing demand for glass insulators [13]. Competitive Landscape - The glass insulator market is fragmented, with major players including well-known domestic power equipment manufacturers and specialized insulator manufacturers, leading to intense competition [19]. - Key companies in the industry include Jinlihua Electric, Nanjing Electric Group, Sediver Glass Insulators, and Shandong Ruitai Glass Insulators, among others [20]. Future Development Trends - The glass insulator market is expected to expand due to increasing global energy demands and the need for reliable and efficient power transmission systems, particularly in emerging markets [24]. - The industry's future will focus on green and low-carbon transformations, aligning with national carbon reduction goals, while enhancing international competitiveness through expanded global trade [24].