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]

Core Viewpoint - Hubei Energy (000883) plans to disclose its semi-annual report for 2025 on August 29, 2025, which will include the number of shareholders as of June 30, 2025 [1] Summary by Relevant Sections - Company Announcement - Hubei Energy will provide its 2025 semi-annual report on August 29, 2025 [1] - The report will detail the number of shareholders as of June 30, 2025 [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].

Group 1 - Hubei Energy Comprehensive Energy Investment Co., Ltd. applied for a patent for a "BIPV bracket and roof substrate airtight adaptive locking device" with publication number CN120292400A, filed on May 2025 [1] - The patent aims to provide a solution in the construction structure field, featuring components such as a lower locking connection seat, sliding connector, fixed installation base, limiting connection ring, shape memory alloy sealing ring, and nano aerogel sealing pad [1] - The invention addresses the issue of elastic material degradation over time, ensuring the sealing effectiveness of the locking device connection [1] Group 2 - Hubei Energy Comprehensive Energy Investment Co., Ltd. was established in 2021 and is located in Wuhan, primarily engaged in electricity and heat production and supply [2] - The company has a registered capital of 500 million RMB and has invested in 7 enterprises, participated in 814 bidding projects, and holds 17 patents [2] - Additionally, the company possesses 4 administrative licenses [2]

Core Points - The company reported a significant increase in hydropower generation by 106.98% in June 2025 compared to the same month last year, while thermal power generation decreased by 25.23% and renewable energy generation increased by 69.55% [1][2] - The total electricity generation for the year to date is 204.56 billion kilowatt-hours, reflecting a decrease of 2.47% year-on-year, with hydropower down by 34.10%, thermal power up by 3.00%, and renewable energy up by 53.84% [1][2] Monthly Generation Summary - Hydropower generation in June 2025 was 13.35 billion kilowatt-hours, with a year-on-year increase of 106.98% [2] - Thermal power generation for the same month was 15.68 billion kilowatt-hours, showing a decrease of 25.23% [2] - Renewable energy generation reached 7.46 billion kilowatt-hours in June 2025, marking a year-on-year increase of 69.55% [2] - Wind power contributed 1.76 billion kilowatt-hours, with a year-on-year increase of 76.00%, while solar power generated 5.70 billion kilowatt-hours, reflecting a 67.65% increase [2] Year-to-Date Generation Summary - Year-to-date hydropower generation stands at 45.67 billion kilowatt-hours, down 34.10% compared to the previous year [2] - Year-to-date thermal power generation is 115.80 billion kilowatt-hours, showing a slight increase of 3.00% [2] - Year-to-date renewable energy generation totals 43.09 billion kilowatt-hours, with a significant increase of 53.84% [2] - Wind power year-to-date generation is 10.44 billion kilowatt-hours, reflecting a 7.96% increase, while solar power generation is 32.65 billion kilowatt-hours, with a substantial increase of 78.03% [2]

证券代码：000883 证券简称：湖北能源 公告编号：2025-047 湖北能源集团股份有限公司 公司2025年6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 | 13.35 | 106.98% | 45.67 | -34.10% | | 火电 | 15.68 | -25.23% | 115.80 | 3.00% | | 新能源 | 7.46 | 69.55% | 43.09 | 53.84% | | 其中： 风电 | 1.76 | 76.00% | 10.44 | 7.96% | | 光伏发电 | 5.70 | 67.65% | 32.65 | 78.03% | | 合计 | 36.49 | 14.68% | 204.56 | -2.47% | 注：上述数据小数位差异主要因四舍五入导致。 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。 ...

Core Viewpoint - Hubei Energy (000883) reported an increase in electricity generation for June 2025, with a total of 3.649 billion kilowatt-hours, representing a year-on-year increase of 14.68% [1] Summary by Category Electricity Generation Performance - The company's electricity generation for the year-to-date totaled 20.456 billion kilowatt-hours, showing a year-on-year decrease of 2.47% [1] - In June 2025, hydropower generation increased significantly by 106.98% year-on-year, while thermal power generation decreased by 25.23% [1] - New energy generation saw a year-on-year increase of 69.55% in June 2025 [1] Year-to-Date Performance Breakdown - Year-to-date hydropower generation decreased by 34.10% year-on-year [1] - Year-to-date thermal power generation increased by 3.00% year-on-year [1] - Year-to-date new energy generation increased by 53.84% year-on-year [1]

Core Viewpoint - Hubei Province is experiencing its first round of widespread hot weather this summer, with temperatures exceeding 38 degrees Celsius, leading to a surge in electricity demand [1] Group 1: Weather Impact - The stable control of the subtropical high pressure has resulted in high temperatures, with some areas reaching above 40 degrees Celsius [1] - The hot weather has significantly increased social electricity demand across the province [1] Group 2: Electricity Supply - On July 4, Hubei's power grid load reached a historical high, with seven cities including Xiangyang, Yichang, Jingzhou, Jingmen, Ezhou, Suizhou, and Shiyan recording peak electricity loads [1] - Hubei Energy has all 10 thermal power units operating at full capacity, playing a crucial role in stabilizing power supply and enhancing system regulation capabilities [1]