证券之星消息，2025年8月12日湖北能源（000883）发布公告称宝盈基金吕功绩于2025年8月12日调研我 司。 具体内容如下： 问：水电项目来水和煤电项目燃煤价格是影响公司水电项目和煤电项目的两大主要因素，请公司有哪些 具体举措可以平滑外部因素带来的业绩波动？ 《关于深化新能源上网电价市场化政策改革促进新能源高质量发展的通知》明确了新能源项目上网电量 原则上全部进入电力市场，上网电价通过市场交易形成，改变了新能源项目的收益模式和竞争格局。未 来，公司将综合考虑新能源项目投资成本、电价、消纳情况等因素，同时结合行业盈利情况，合理调整 投资收益率指标。 湖北能源主营业务：能源投资、开发与管理,从事的主要业务包括水电、火电、新能源发电、天然气输 销、煤炭物流贸易等。 湖北能源2025年一季报显示，公司主营收入41.83亿元，同比下降19.65%；归母净利润3.56亿元，同比 下降54.31%；扣非净利润3.18亿元，同比下降57.87%；负债率58.26%，投资收益1.21亿元，财务费用 2.54亿元，毛利率19.44%。 葛洲坝航道扩建工程位于长江干流，且位于清江流域汇入长江口的上游，初步分析，该工程的实施 ...

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]

Group 1 - Shanghai Gangwan clarifies that its main business is geotechnical engineering, with perovskite solar cell and commercial aerospace businesses contributing less than 0.5% to revenue, both currently in a loss state [1] - The announcement aims to remind investors to rationally assess the company's fundamentals amidst market speculation regarding perovskite solar cells and commercial aerospace [1] - The statement may impact short-term stock price volatility but is expected to facilitate a more rational evaluation of the company's value in the long term [1] Group 2 - Hubei Energy reported a total power generation of 4.338 billion kWh in July, a year-on-year decrease of 8.6% [2] - Hydropower generation saw a significant decline of 69.31%, while thermal power and renewable energy generation increased by 41.67% and 27.29% respectively [2] - Cumulatively, from January to July, the company generated 24.793 billion kWh, reflecting a year-on-year decrease of 3.6%, indicating a gradual shift in the company's business structure [2] Group 3 - Trina Solar announced that its major shareholder, Youze Venture Capital Group, plans to reduce its stake by up to 0.5724% of the total share capital, equating to approximately 12.4749 million shares [3] - The reduction is due to the shareholder's own development and funding needs, and is set to occur within three months starting from September 2, 2025 [3] - Although the reduction is relatively small and will not change the company's control, it may influence market sentiment [3]

Group 1 - Shanghai Port Bay clarifies that its main business is geotechnical engineering, with perovskite solar cell and commercial aerospace businesses contributing less than 0.5% to revenue, both currently in a loss state [1] - The announcement aims to remind investors to rationally assess the company's fundamentals amidst market speculation regarding perovskite solar cells and commercial aerospace [1] - The statement may impact short-term stock price volatility but is expected to facilitate a more rational evaluation of the company's value in the long term [1] Group 2 - Hubei Energy reported a total power generation of 4.338 billion kWh in July, a year-on-year decrease of 8.6%, with hydropower generation down 69.31% and thermal power up 41.67% [2] - The increase in renewable energy generation by 27.29% indicates growth potential in this sector, despite a cumulative decrease of 3.6% in total power generation from January to July [2] - The data reflects the company's ability to adjust operations in response to reduced hydropower supply and highlights a gradual shift in its business structure [2] Group 3 - Trina Solar announced that its major shareholder, Youze Venture Capital Group, plans to reduce its stake by up to 0.5724% (approximately 12.47 million shares) within three months starting from September 2, 2025 [3] - The reduction is attributed to the shareholder's own development and funding needs, and while the percentage is small, it may influence market sentiment [3] - The planned share reduction will not lead to a change in company control, as it involves a minor percentage of the total shares [3]

公司本年累计完成发电量247.93亿千瓦时，同比减少3.60%。其 中水电发电量同比减少42.17%，火电发电量同比增加8.75%，新能源 发电量同比增加48.44%。 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 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、误导性陈述或重大遗漏。 为便于投资者及时了解公司生产情况，现将湖北能源集团股份有 限公司（以下简称公司）2025年7月发电量情况公告如下： 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%。 湖北能源集团股份有限公司董事会 公司2025年7月发电情况表 | | | | | | 单位：亿千瓦时 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 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. ...

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 ...

Core Viewpoint - Hubei Energy reported a decrease in electricity generation in July, with a total of 4.338 billion kWh, representing an 8.6% year-on-year decline [1] Summary by Category Electricity Generation Performance - In July, the company's hydropower generation decreased by 69.31% year-on-year [1] - Thermal power generation increased by 41.67% year-on-year [1] - New energy generation saw a year-on-year increase of 27.29% [1] Cumulative Performance - From January to July, the total electricity generation reached 24.793 billion kWh, which is a 3.6% year-on-year decrease [1]

Core Viewpoint - Hubei Energy reported a decrease in total electricity generation for July 2025, with a total of 4.338 billion kilowatt-hours, representing an 8.60% year-on-year decline [1] Summary by Category Electricity Generation Performance - The total electricity generation for the year reached 24.793 billion kilowatt-hours, showing a 3.60% year-on-year decrease [1] - Hydropower generation decreased by 69.31% year-on-year in July 2025 [1] - Thermal power generation increased by 41.67% year-on-year in July 2025 [1] - New energy generation increased by 27.29% year-on-year in July 2025 [1] - For the year, hydropower generation decreased by 42.17% year-on-year [1] - Thermal power generation increased by 8.75% year-on-year for the year [1] - New energy generation saw a significant increase of 48.44% year-on-year for the year [1]

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 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、误导性陈述或重大遗漏。 一、本次股份协议转让基本情况 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、 协议转让长江证券股份的公告》《关于协议 ...

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 ...