证券日报网讯9月2日晚间，湖北能源（000883）发布公告称，公司将于2025年9月5日(星期五)15：00- 16：00举办2025年半年度业绩说明会。 ...

证券代码：000883 证券简称：湖北能源 公告编号：2025-059 湖北能源集团股份有限公司 关于举办 2025 年半年度业绩说明会的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 重要内容提示： 1.会议召开时间：2025 年 9 月 5 日（星期五）下午 15:00-16:00 2.会议召开方式：采用网络远程的方式召开 3.网络会议地址：小鱼易连（会议号9009523868，密码900868， 具体路径详见附件小鱼易连使用说明） 4.投资者可于2025年9月4日前通过公司邮箱（hbnyzq@hbny.com. cn）进行提问。公司将在业绩说明会上对投资者普遍关注的问题进行 回答。 湖北能源集团股份有限公司（以下简称公司）于 2025 年 8 月 29 日在巨潮资讯网（www.cninfo.com.cn)披露《2025 年半年度报告》。 为便于广大投资者进一步了解公司发展战略、生产经营等情况，公司 将于 2025 年 9 月 5 日（星期五）召开 2025 年半年度业绩说明会，与 投资者进行沟通与交流。具体情况如下： 一、 业绩说明会召开的时间和方式 ...

Group 1 - Zhonglun New Materials plans to reduce its shareholding by up to 4 million shares, accounting for 1% of the total share capital [1] - Haojiang Intelligent plans to reduce its shareholding by up to 1.5 million shares, accounting for 0.8364% of the total share capital [1] - Dekeli plans to reduce its shareholding by up to 474,180 shares, accounting for 3% of the total share capital [1][2] Group 2 - Fosun Pharma's subsidiary has received FDA approval for its HLX14 injection, intended for treating osteoporosis in postmenopausal women [3][4] - Shengtai Group plans to reduce its shareholding by up to 16.67 million shares, accounting for 3% of the total share capital [5] - Fangyuan Co. plans to reduce its shareholding by up to 15.3 million shares, accounting for 3% of the total share capital [6] Group 3 - Shenkai Co. completed a tender offer, resulting in 14.5655 million shares being accepted, giving the acquirer a 9.71% stake [8] - Guangdong Construction's 90MW solar-storage project in Tibet has achieved full capacity grid connection [9] - Kesi Technology plans to reduce its shareholding by up to 471,220 shares, accounting for 3% of the total share capital [9] Group 4 - Zhongtai Automobile's subsidiary faces forced execution, impacting its operational capacity [10] - Weima Agricultural Machinery plans to reduce its shareholding by up to 960,000 shares, accounting for 0.98% of the total share capital [10] - Tianqi Co. signed a strategic cooperation agreement with EVE Energy to enhance the lithium battery supply chain [11] Group 5 - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co. for a total valuation of up to 1 billion yuan [12] - Dengyun Co. plans to transfer 75% of its subsidiary's equity for 137 million yuan [13] - Sierte has received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Enjie Co. received a VAT refund of 188 million yuan for its subsidiary [15] - Jiama Clothing plans to reduce its shareholding by up to 366,000 shares, accounting for 0.28238% of the total share capital [16] - Xinong Co. plans to reduce its shareholding by up to 1.05 million shares, accounting for 0.6737% of the total share capital [17] Group 7 - Jiewate plans to jointly acquire 66.25% of Xinguang Haian for a total price of 418 million yuan [18] - Hubei Energy reported an increase in power generation by 22.05% year-on-year in August, with a total of 5.020 billion kWh generated [19][20] - Nasda signed a strategic cooperation agreement with Teld for collaboration in market and product innovation [21] Group 8 - Jinli Technology plans to reduce its shareholding by up to 978,200 shares, accounting for 0.56% of the total share capital [22][23]

Key Highlights - De Xin Technology does not directly produce solid-state batteries [1] - Gujia Home intends to invest 1.124 billion yuan in the construction of a self-built base in Indonesia [1] - Samsung Medical signed a contract worth approximately 419 million yuan for a smart meter project in Egypt [1] - Keli Sensor plans to acquire 45% of Huahong Technology for 122 million yuan [1] - Huamao Technology has repurchased a total of 6.42% of its shares [1] - BYD's total sales of new energy vehicles reached 373,600 units in August [1] - Great Wall Motors reported total sales of 115,558 units in August, a year-on-year increase of 22.33% [1] - Sheng Tai Group's shareholder Itochu Asia plans to reduce its stake by no more than 3% [1] - Dekoli's Qian Mingying and his concerted action partner Shen Liang plan to reduce their holdings by a total of no more than 2.9957% [1] - Longqi Technology's Suzhou Shunwei plans to reduce its holdings by no more than 4.09% [1] - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Yiwei Lithium Energy [1] - Yibin Technology received a project designation notice from a domestic new energy vehicle company [1]

Core Viewpoint - Hubei Energy reported a significant increase in electricity generation for August 2025, with a total of 50.2 billion kilowatt-hours, marking a year-on-year increase of 22.05% [1] Summary by Category Electricity Generation Performance - The company's electricity generation for August 2025 reached 50.2 billion kilowatt-hours, up 22.05% year-on-year [1] - Hydropower generation saw a remarkable increase of 140.49% year-on-year, while thermal power generation decreased by 4.29% [1] - New energy generation increased by 13.74% year-on-year [1] Year-to-Date Performance - For the year-to-date, the total electricity generation was 298.16 billion kilowatt-hours, showing a slight decrease of 0.06% year-on-year [1] - Hydropower generation year-to-date decreased by 29.69%, while thermal power generation increased by 6.52% [1] - New energy generation year-to-date increased significantly by 42.54% [1]

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：2025-058 公司本年累计完成发电量298.16亿千瓦时，同比减少0.06%。其 中水电发电量同比减少29.69%，火电发电量同比增加6.52%，新能源发 电量同比增加42.54%。 公司2025年8月发电情况表 关于 2025 年 8 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8月发电量情况公告如下： 其中水电发电量同比增加140.49%，火电发电量同比减少4.29%，新能 源发电量同比增加13.74%。 | | | | | | 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 | 15.80 | | 140.49% | 67.80 | -29.69% | | | | 火电 ...

公司本年累计完成发电量298.16亿千瓦时，同比减少0.06%。其中水电发电量同比减少29.69%，火电发 电量同比增加6.52%，新能源发电量同比增加42.54%。 格隆汇9月1日丨湖北能源(000883.SZ)公布，2025年8月，公司完成发电量50.20亿千瓦时，同比增加 22.05%。其中水电发电量同比增加140.49%，火电发电量同比减少4.29%，新能源发电量同比增加 13.74%。 ...

证券代码：000883 证券简称：湖北能源 公告编号：2025-058 公司本年累计完成发电量298.16亿千瓦时，同比减少0.06%。其 中水电发电量同比减少29.69%，火电发电量同比增加6.52%，新能源发 电量同比增加42.54%。 湖北能源集团股份有限公司 关于 2025 年 8 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8月发电量情况公告如下： 2025年8月，公司完成发电量50.20亿千瓦时，同比增加22.05%。 其中水电发电量同比增加140.49%，火电发电量同比减少4.29%，新能 源发电量同比增加13.74%。 公司2025年8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 | 15.80 | 140.49% | 67.80 | -29.69% | | 火电 | 26.11 | - ...

Macro Insights - The recent appreciation of the Renminbi against the US dollar and a basket of currencies has been notable, with a 0.4% increase observed on August 28-29 [2] - The manufacturing PMI for August showed a slight recovery to 49.4% from 49.3% in July, indicating marginal improvement in manufacturing activity [3] - The non-manufacturing business activity index rose to 50.3% from 50.1% in July, suggesting a stable outlook for the service sector [3] Investment Strategy - The technology sector is experiencing increased investor interest, with TMT transaction volume exceeding 40% of total market activity, indicating a shift towards fundamental-driven market behavior [5] - The report suggests focusing on sectors benefiting from Renminbi appreciation, such as consumption, non-bank financials, and electric new energy, which are currently at relatively low valuations [5] - The report emphasizes the importance of maintaining flexibility in investment strategies, particularly in the context of market volatility and sector rotation [8] Company Performance - Alibaba's Q1 FY26 revenue reached 247.7 billion yuan, a year-on-year increase of 1.8%, with adjusted EBITA declining by 13.7% [14] - Huichuan Technology reported a 26.73% increase in revenue for H1 2025, reaching 20.509 billion yuan, with a net profit of 2.968 billion yuan, up 40.15% [18] - Zhonggu Logistics experienced a 41.6% increase in net profit for H1 2025, despite a 7.0% decline in revenue, attributed to high demand in the foreign trade container leasing market [19] Sector Analysis - The beverage sector showed strong sales performance, with revenue growth of 22.8% in Q2 2025, while the snack food sector faced challenges with a 0.3% decline [12] - The insurance sector is seeing a shift towards high-yield stocks, with the average allocation to FVOCI stocks increasing by 1.3 percentage points to 4.2% [10] - The real estate sector is under pressure, with China Overseas Development reporting a 4% decline in revenue for H1 2025, but maintaining a strong project pipeline for future growth [22]

Core Insights - Hubei Energy reported a decline in total revenue and net profit for the first half of 2025, with total revenue at 8.493 billion yuan, down 13.52% year-on-year, and net profit at 956 million yuan, down 32.91% [1] - The company's gross margin decreased to 23.76%, a drop of 18.3% year-on-year, while the net margin fell to 12.68%, down 24.48% year-on-year [1] - The company has significant accounts receivable, with accounts receivable accounting for 278.47% of the latest annual net profit [1] Financial Performance - In Q2 2025, total revenue was 4.31 billion yuan, a decrease of 6.61% year-on-year, and net profit was 600 million yuan, down 7.08% year-on-year [1] - The total of selling, administrative, and financial expenses reached 819 million yuan, accounting for 9.64% of revenue, an increase of 19.25% year-on-year [1] - Earnings per share decreased to 0.15 yuan, down 31.82% year-on-year, while operating cash flow per share was 0.42 yuan, a decrease of 27.96% year-on-year [1] Business Evaluation - The company's return on invested capital (ROIC) was 3.84%, indicating weak capital returns, with a historical median ROIC of 5.43% over the past decade [2] - The net profit margin for the previous year was 11.08%, suggesting average value addition from products or services [2] - The company relies heavily on capital expenditures, necessitating careful evaluation of capital projects and their financial viability [2] Cash Flow and Debt Situation - The cash flow situation is concerning, with cash and cash equivalents to current liabilities ratio at only 19.16% [2] - The interest-bearing debt ratio has reached 46.12%, indicating a significant level of debt [2] - Accounts receivable to profit ratio stands at 278.47%, highlighting potential liquidity issues [2] Fund Holdings - The largest fund holding Hubei Energy is the Jiashi Zhi'an 3-Month Regular Bond Fund, which holds 5 million shares and has recently entered the top ten holdings [3] - The fund's current scale is 6.908 billion yuan, with a recent net value increase of 0.05% [3] Strategic Initiatives - The company is enhancing collaboration with meteorological departments to improve water resource management and efficiency in hydropower utilization [3] - It is also focusing on better coal procurement strategies to mitigate the impact of coal price fluctuations [3] - The company plans to maintain its investment decision-making processes for renewable energy projects without immediate adjustments, despite increasing competition [4]