股票简称：湖北能源 股票代码：000883 湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票 发行情况报告书 保荐人（联席主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 联席主承销商 北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层 二〇二五年十月 湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票发行情况报告书 发行人全体董事、高级管理人员声明 本公司全体董事及高级管理人员承诺本发行情况报告书不存在虚假记载、误 导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律责任。 全体董事签名： 龚 平 罗仁彩 潘承亮 于良民 杨汉明 陈海嵩 湖北能源集团股份有限公司 1 张 龙 涂山峰 韩 勇 年 月 日 湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票发行情况报告书 2 湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票发行情况报告书 3 湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票发行情况报告书 4 湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票发 ...

北京市中伦律师事务所 关于湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票的 发行过程和认购对象合规性的 法律意见书 二〇二五年十月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 北京市中伦律师事务所 关于湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票的 发行过程和认购对象合规性的 法律意见书 致：湖北能源集团股份有限公司 根据湖北能源集团股份有限公司（以下简称"发行人"、"公司"或"湖北能 源"）与北京市中伦律师事务所（以下简称"本所"）签订的专项法律服务合同 ...

中信证券股份有限公司、 中国国际金融股份有限公司 关于 湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股票 发行过程和认购对象合规性的报告 保荐人（联席主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 联席主承销商 北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层 二零二五年十月 深圳证券交易所： 湖北能源集团股份有限公司（以下简称"湖北能源"、"发行人"或"公司"） 2024 年度向特定对象发行 A 股股票（以下简称"本次发行"）已获得中国证券 监督管理委员会（以下简称"中国证监会"）证监许可〔2025〕1971 号文同意 注册批复。 中信证券股份有限公司（以下简称"中信证券"或"保荐人（联席主承销商）"） 作为湖北能源本次发行的保荐人（联席主承销商），中国国际金融股份有限公司 （以下简称"中金公司"，中信证券和中金公司以下合称"联席主承销商"）作 为本次向特定对象发行股票的联席主承销商，对发行人本次发行过程及认购对象 的合规性进行了核查，认为湖北能源本次发行过程及认购对象符合《中华人民共 和国公司法》（以下简称"《公司法》"）《中华人民共和国证券 ...

《湖北能源集团股份有限公司 2024 年度向特定对象发行 A 股股 票 发 行 情 况 报 告 书 》 及 相 关 文 件 已 于 同 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）上披露。敬请广大投资者注意查阅。 证券代码：000883 证券简称：湖北能源 公告编号：2025-065 湖北能源集团股份有限公司关于 向特定对象发行 A 股股票发行情况报告书披露的提示性公告 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。 公司向特定对象发行股票发行承销总结相关文件已在深圳证券 交易所备案通过，公司将依据相关规定尽快办理本次发行新增股份的 登记托管事宜。 特此公告。 湖北能源集团股份有限公司董事会 2025 年 10 月 23 日 ...

Group 1 - The A-share market saw a rise in power stocks, with Shanghai Electric hitting the daily limit, Hunan Development increasing over 6%, and Yunnan Energy Holdings rising over 4% [1] - Notable performers include Jiangxi Energy and Hubei Energy, both increasing over 3% [1] Group 2 - Shanghai Electric (code: 600021) rose by 9.99%, with a total market value of 68.6 billion and a year-to-date increase of 173.72% [2] - Hunan Development (code: 000722) increased by 6.64%, with a market value of 6.034 billion and a year-to-date increase of 38.09% [2] - Yunnan Energy Holdings (code: 001896) rose by 4.43%, with a market value of 9.353 billion and a year-to-date increase of 47.71% [2] - Jiangxi Energy (code: 000899) increased by 3.96%, with a market value of 10.5 billion and a year-to-date increase of 28.25% [2] - Hubei Energy (code: 000883) rose by 3.86%, with a market value of 31.4 billion and a year-to-date decrease of 0.63% [2] - Guiguan Electric (code: 600236) increased by 3.51%, with a market value of 58.1 billion and a year-to-date increase of 11.01% [2]

Group 1 - The electric power sector experienced a significant upward movement, with Shanghai Electric hitting the daily limit increase [1] - Yunnan Energy Investment rose by over 7%, indicating strong market performance [1] - Other companies such as Hubei Energy, Hunan Development, and Yunnan Energy Holdings also saw gains, reflecting a positive trend in the industry [1]

Group 1 - Hubei Energy's stock price increased by 5.79% to 4.93 CNY per share, with a trading volume of 291 million CNY and a turnover rate of 0.94%, resulting in a total market capitalization of 31.954 billion CNY [1] - Hubei Energy Group Co., Ltd. was established on March 9, 1993, and listed on May 19, 1998. The company is primarily engaged in energy investment, development, and management, with main business activities including hydropower, thermal power, nuclear power, new energy generation, natural gas transmission and distribution, coal trading, and financial investment [1] - The revenue composition of Hubei Energy includes 89.49% from electricity business, 6.43% from natural gas, 1.72% from property, engineering, and others, 1.70% from heat supply, and 0.66% from coal trading and warehousing [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) entered the top ten circulating shareholders of Hubei Energy, holding 28.9915 million shares, which accounts for 0.45% of the circulating shares. The estimated floating profit today is approximately 7.8277 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a latest scale of 113.438 billion CNY. Year-to-date return is 25.22%, ranking 1830 out of 4218 in its category; the one-year return is 27.01%, ranking 1640 out of 3868; and the return since inception is 137.6% [2]

Group 1 - The core viewpoint of the article highlights the growth of China's nuclear power generation, with a projected output of 411 billion kilowatt-hours in April 2025, representing a year-on-year increase of 12.4% [1] - From January to April 2025, the cumulative nuclear power generation in China reached 1,584.9 billion kilowatt-hours, showing a cumulative growth of 12.7% [1] Group 2 - The article lists several publicly listed companies in the nuclear energy sector, including China General Nuclear Power (003816), China National Nuclear Power (601985), and others [1] - It references a report by Zhiyan Consulting titled "Market Operation Pattern and Investment Strategy Analysis of China's Nuclear Power Generation Industry from 2025 to 2031" [1]

Investment Rating - The report indicates a positive outlook for the power sector, with thermal power companies expected to see growth rates between 30-80% in Q3 [5][8]. Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) has emphasized stabilizing electricity and coal prices to prevent vicious competition, leading to a positive performance in the power sector post-holiday [5][6]. - During the National Day holiday, the lowest electricity prices were better than previous years, attributed to increased demand from the service industry, which offset declines in industrial load [6][8]. - Hydropower performance in Q3 is expected to be strong due to favorable water conditions, with companies like Guizhou Qianyuan Power and Guangxi Guiguan Electric Power reporting significant profit increases [8]. Summary by Sections Electricity and Coal Prices - The report highlights the stabilization of electricity and coal prices, which has positively impacted the power sector's performance [5][6]. Thermal Power Growth - Thermal power companies are projected to experience growth rates of 30-80% in Q3, with traditional leaders performing well [5][8]. National Day Performance - The report notes that during the National Day holiday, only one day had negative spot prices in Shandong, indicating a surge in electricity demand from the service sector [6][8]. Hydropower Performance - Companies like Guizhou Qianyuan Power and Guangxi Guiguan Electric Power are expected to report significant profit increases due to favorable water conditions, with Guizhou Qianyuan Power projecting a net profit increase of 70-100% [8].

Core Points - In September 2025, the company reported a total electricity generation of 3.138 billion kilowatt-hours, representing a year-on-year decrease of 21.18% [1] - Hydropower generation increased by 233.43% year-on-year, while thermal power generation decreased by 52.88%, and renewable energy generation decreased by 10.57% [1] - Cumulatively, the company generated 32.954 billion kilowatt-hours in 2025, a year-on-year decrease of 2.54%, with hydropower down by 20.63%, thermal power down by 2.85%, and renewable energy up by 35.45% [1] Summary by Category September 2025 Generation Data - Total electricity generation was 3.138 billion kilowatt-hours, down 21.18% year-on-year [1] - Hydropower generation saw a significant increase of 233.43% year-on-year [1] - Thermal power generation decreased by 52.88% year-on-year [1] - Renewable energy generation decreased by 10.57% year-on-year [1] Year-to-Date Generation Data - Total cumulative electricity generation for the year was 32.954 billion kilowatt-hours, down 2.54% year-on-year [1] - Hydropower generation decreased by 20.63% year-on-year [1] - Thermal power generation decreased by 2.85% year-on-year [1] - Renewable energy generation increased by 35.45% year-on-year [1]