Core Viewpoint - Hubei Energy Group held a performance briefing for the first half of 2025, discussing business strategies, profit margins, and future development plans with participation from various securities firms and investors [1] Group 1: Business Strategy and Planning - The company has initiated the "14th Five-Year Plan" in Q1 2025, focusing on key business areas and new business research, aiming to meet the electricity demand in Hubei and expand nationally and internationally [1] - Future strategies include exploring new business opportunities in maintenance, new energy storage technologies, and hydrogen energy [1] Group 2: Financial Performance - For the first half of 2025, the company's gross profit was 2.018 billion yuan, with hydropower gross profit decreasing by 644 million yuan due to lower water levels and a 34.10% drop in hydropower generation [2] - The gross profit from thermal power increased by 48 million yuan, while the gross profit from new energy generation decreased by 1.24 billion yuan due to intensified market competition and rising fixed costs [2] Group 3: Revenue and Profit Margin Improvement Measures - The company plans to enhance revenue and improve gross margins by strengthening market marketing, optimizing power trading strategies, and controlling costs [3] - Emphasis will be placed on increasing equipment utilization and stability to boost power generation [3] Group 4: Capacity Expansion and Project Costs - The company expects to add 1 million kilowatts of new capacity in 2025, with major projects including pumped storage and thermal power projects, with completion dates ranging from 2025 to 2030 [4] - The unit cost for ongoing wind power projects is approximately 5.5 yuan per watt, while the unit cost for solar projects expected to be completed in 2024 is about 3.5 yuan per watt [4] Group 5: Hydropower Station Status and Revenue Stability Measures - As of August 31, the water levels at major hydropower stations have increased compared to the previous year, but the overall water inflow is expected to be 30% lower [5] - The company is optimizing water level control and enhancing collaborative scheduling among hydropower stations to stabilize revenue [5] Group 6: New Energy Subsidies and Other Business Situations - As of June 2025, the company has 3.139 billion yuan in unrecovered new energy subsidies, with 425 million yuan recovered in 2024 [6] - The company is adapting to market changes and optimizing its regional layout to enhance profitability in the competitive electricity market [6][7] Group 7: Financial Management and Future Plans - As of June 2025, the company's interest-bearing debt was 47 billion yuan, with a financing cost rate controlled within 3% [7] - The company is exploring options to increase dividend frequency and proportion, and has submitted registration materials for a private placement to the regulatory authority [7]

Group 1: Company Strategy and Development Goals - The company has initiated the "14th Five-Year Plan" preparation, focusing on key business and new business research, benchmarking against external enterprises, and discussing future development positioning and goals [2][3] - The strategic goal is to "base in Hubei, expand nationwide, and radiate overseas," aiming to refine hydropower, strengthen thermal power, expand renewable energy, and optimize comprehensive energy [3] Group 2: Financial Performance and Profit Margins - For the first half of 2025, the company's gross profit was CNY 2.018 billion, with hydropower gross profit at CNY 775 million, a decrease of CNY 644 million, primarily due to low water levels and a 34.10% decrease in hydropower generation [4] - Thermal power gross profit increased by CNY 48 million to CNY 669 million, while renewable energy gross profit decreased by CNY 1.24 billion to CNY 448 million due to intensified market competition and declining on-grid prices [4] Group 3: Revenue Improvement Measures - To enhance revenue and improve gross margins, the company plans to strengthen market marketing, enhance management efficiency, control costs, and optimize resource allocation [4][5] - Specific measures include scientific electricity market transaction planning, improving equipment utilization, controlling coal procurement costs, and maximizing the synergy of hydropower and thermal power [5] Group 4: Project Development and Capacity Expansion - The company expects to add 1 million kW of new capacity in 2025, with key projects including three pumped storage projects and a 150 MW wind power project scheduled for completion by December 2025 [6] - The company’s ongoing projects include the Jiangling Phase II thermal power project, expected to be fully operational by 2026, and various pumped storage projects anticipated to be completed by 2030 [6] Group 5: Renewable Energy Subsidies and Market Conditions - As of June 2025, the company had not yet recovered CNY 3.139 billion in renewable energy subsidies, with CNY 425 million recovered in 2024 [8] - The company is adapting to the evolving electricity market in Hubei, where competition is increasing due to policy changes and market reforms [9] Group 6: Financing and Dividend Policy - As of June 2025, the company’s interest-bearing debt was CNY 47 billion, with a financing cost rate below 3% [10] - The company is exploring options to increase dividend frequency and proportion while considering profitability and investment needs [11] Group 7: Market Trading Participation - The company participates in market trading for all electricity generated from its coal and new energy projects, with over 70% of annual trading volume coming from medium to long-term transactions [10]

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 （一）召开时间：2025年9月5日（星期五）下午15:00-16:00 三、 投资者参会方式 投资者请于2025年9月5日下午15:00-16:00登录小鱼易连（会议号9009523868， ...

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%。 ...