Group 1 - The electricity sector continues to rise, with companies such as Jingtou Energy (000600), YN Energy Holdings (001896), and Huadian Liaoning Energy (600396) hitting the daily limit up [1] - Other companies like Huayin Power (600744), Gan Energy (000899), Jiuzhou Group (300040), and Ningbo Energy (600982) also experienced significant gains [1]

Core Viewpoint - This week, 10 listed companies announced share buybacks and increases in shareholdings, with notable mention of Three Gorges Energy's controlling shareholder receiving a loan commitment of up to 2.7 billion yuan specifically for increasing its stake in the company [1][2]. Group 1: Companies Announcing Buybacks or Increases - Chongqing Pharmaceutical Holdings plans to repurchase shares worth 80 million to 100 million yuan, with a loan not exceeding 90 million yuan [2]. - Antong Holdings intends to increase its shareholding by 360 million to 720 million yuan [2]. - Renfu Pharmaceutical's shareholder received a loan commitment of 750 million yuan [2]. - ST Kelly's shareholder plans to increase its stake by no less than 14.39 million shares [2]. - Trina Solar has obtained a special loan commitment for stock repurchase [2]. - Suobede plans to repurchase shares worth 20 million to 30 million yuan for cancellation [2]. - Yanpai Co.'s controlling shareholder's concerted actor intends to increase holdings by 17 million to 34 million yuan [2]. - Hisense Home Appliances plans to continue increasing its holdings by 6.93 million to 13.86 million shares [2]. - Three Gorges Energy's controlling shareholder received a loan commitment of 2.7 billion yuan for shareholding increase [2]. - Xishan Technology's controlling shareholder plans to increase holdings by no less than 5 million yuan and no more than 10 million yuan [2].

Company Overview - Jiangxi Ganneng Co., Ltd. was established in 1997 and is listed on the Shenzhen Stock Exchange with a total share capital of approximately 976 million shares. The largest shareholder is Jiangxi Provincial Investment Group Co., Ltd. (holding 37.78%), followed by State Power Investment Corporation (holding 33.22%) [1] - The company has transformed from a traditional energy generation enterprise to a comprehensive power enterprise focusing on power generation, electricity sales, and integrated energy services [1] Operational Performance - In Q1 2025, the company achieved an operating revenue of 1.47 billion CNY, a year-on-year decrease of 13.23%. The net profit attributable to shareholders was 192 million CNY, down 5.19% year-on-year [3] - As of Q1 2025, the installed capacity was 4.1214 million kW, with thermal power at 3.4 million kW, hydropower at 100,000 kW, and photovoltaic power at 621,400 kW, reflecting a growth of 68.22% in photovoltaic capacity year-on-year [1][6] Coal Supply and Pricing - The average coal price for the company decreased in Q1 2025 due to a general decline in national coal prices. The main suppliers are large state-owned coal producers, including Shanxi Coal, China Coal, and China Energy [4] - The company is actively optimizing coal procurement strategies to reduce overall fuel costs [4] Capital Expenditure and Dividends - For 2025, the company plans to rationally allocate capital expenditure based on industry dynamics and project needs, focusing on energy efficiency and environmental improvements [5] - A shareholder return plan for 2023-2025 has been established, ensuring dividends are aligned with company growth and investor returns [5] New Energy Projects - As of March 31, 2025, the company’s photovoltaic projects had a total installed capacity of 621,400 kW, with plans to increase the share of renewable energy in its portfolio [6] - The company aims to develop new energy and storage technologies in line with its "14th Five-Year Plan" [6] Regional Power Supply and Demand - The power supply and demand situation in Jiangxi Province is characterized by a tight balance. In Q1 2025, total power generation increased by 1.7% year-on-year, with thermal, wind, and photovoltaic generation growing by 0.1%, 19.9%, and 50.6%, respectively [8] - Total electricity consumption in the province reached 51.26 billion kWh, reflecting a year-on-year growth of 3.3% [8] Market Management - The company emphasizes market value management and investor returns, aiming to enhance operational performance and maintain good interaction with investors [8]

证券代码：000899 证券简称：赣能股份 公告编号：2025-42 江西赣能股份有限公司 2024 年度第一期中期票据（科创票据）2025 年付息公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为保证江西赣能股份有限公司（以下简称"公司"）2024 年度第一期中期 票据（科创票据）（债券简称：24 赣能 MTN001（科创票据），债券代码：102483102） 付息工作的顺利进行，方便投资者及时领取付息资金，现将有关事宜公告如下： 5、发行总额：5 亿元 6、本计息期债券利率：2.24% 7、付息日：2025 年 7 月 19 日（遇节假日顺延至下一个工作日） 二、付息办法 托管在银行间市场清算所股份有限公司的债券，其付息资金由银行间市场清 算所股份有限公司划付至债券持有人指定的银行账户。债券付息日如遇法定节假 日，则划付资金的时间相应顺延。债券持有人资金汇划路径变更，应在付息前将 新的资金汇划路径及时通知银行间市场清算所股份有限公司。因债券持有人资金 汇划路径变更未及时通知银行间市场清算所股份有限公司而不能及时收到资金 的，发行人及银行间市场清算所股 ...

Core Viewpoint - The supercritical power generation concept has seen a 2.20% increase, ranking 7th among concept sectors, with significant gains from several stocks within the sector [1][2]. Group 1: Stock Performance - 72 stocks within the supercritical power generation sector experienced gains, with Huayin Power, YN Energy, and Huadian Liaoning reaching the daily limit up [1]. - Notable stock performances include: - Guangdong Power A: +8.05% - Gan Energy: +7.45% - Jiantou Energy: +6.59% [1][5]. - The stocks with the largest declines include: - Shengde Xintai: -3.28% - ST Huaxi: -1.82% - Jiuli Special Materials: -1.59% [1][7]. Group 2: Capital Flow - The supercritical power generation sector attracted a net inflow of 544 million yuan, with 41 stocks receiving net inflows [2][3]. - The top stocks by net inflow include: - Rongfa Nuclear Power: 433.42 million yuan - Huadian International: 84.74 million yuan - Jingneng Power: 82.74 million yuan [2][3]. - The net inflow ratios for leading stocks are: - Inner Mongolia Huadian: 18.31% - Jingneng Power: 17.48% - Huadian Energy: 15.44% [3].

Core Viewpoint - The pumped storage concept sector has shown a positive performance, with a 2.26% increase, ranking sixth among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - As of July 7, the pumped storage concept sector increased by 2.26%, with 62 stocks rising, including Shaoneng Co. and YN Holdings reaching their daily limit [1]. - Leading stocks in the sector included Baobian Electric, which rose by 8.68%, Ganneng Co. by 7.45%, and Jiuzhou Group by 7.31% [1][2]. - The sector experienced a net inflow of 139 million yuan from main funds, with 31 stocks receiving net inflows, and five stocks exceeding 50 million yuan in net inflow [2]. Group 2: Fund Flow Analysis - Baobian Electric led the net inflow with 127 million yuan, followed by Shaoneng Co. with 65 million yuan and YN Holdings with 64 million yuan [2][3]. - The net inflow ratios for leading stocks were 66.58% for Shaoneng Co., 13.92% for Jidian Co., and 13.57% for Tianfu Energy [3][4]. - The overall fund flow in the pumped storage concept sector indicates strong investor interest, particularly in stocks like Baobian Electric and Shaoneng Co. [2][3].

Group 1 - The A-share power industry is experiencing a significant rise in stock prices, with Huayin Power achieving a remarkable five consecutive trading limits [1] - Several companies, including Shaoneng Co., Shimao Energy, YN Holdings, and Huadian Liaoning, have reached their daily price limits, indicating strong market performance [1] - The surge in electricity demand is attributed to ongoing high temperatures across multiple regions, driving up consumption [1]

Core Viewpoint - Jiangxi Ganneng Co., Ltd. has announced its 2024 annual profit distribution plan, which includes a cash dividend of 3.30 RMB per 10 shares, totaling a significant distribution to shareholders [1][2]. Summary by Sections Profit Distribution Plan - The profit distribution plan has been approved by the shareholders' meeting, with a cash dividend of 3.30 RMB per 10 shares (including tax), amounting to a total distribution based on the current total share capital of 975,677,760 shares [1]. Rights Distribution Plan - The rights distribution plan specifies that the cash dividend will be distributed to all shareholders based on the existing total share capital, with different tax treatments for various types of shareholders [1]. Key Dates - The key dates for the rights distribution are set: the equity registration date is June 13, 2025, and the ex-dividend date is June 16, 2025 [2]. Distribution Method - The cash dividends will be directly credited to the shareholders' accounts through their securities companies or other custodial institutions [2]. Consultation Information - For inquiries, the company has provided a contact address and phone numbers for shareholders to reach out for further information [2].

证券代码：000899 证券简称：赣能股份 公告编号：2025-41 江西赣能股份有限公司 2024 年年度权益分派实施公告 2、本次实施的分派方案披露至实施期间公司股本总额未发生变化。若公司 股本总额在分红派息实施前发生变化，公司将按照分配总额固定的原则对分配比 例进行调整。 3、本次实施的分派方案与股东大会审议通过的分派方案一致。 4、本次实施的分派方案距离股东大会审议通过的时间未超过两个月。 二、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 975,677,760 股为 基数，向全体股东每 10 股派 3.30 元人民币现金（含税；扣税后，QFII、RQFII 以及持有首发前限售股的个人和证券投资基金每 10 股派 2.97 元；持有首发后限 售股、股权激励限售股及无限售流通股的个人股息红利税实行差别化税率征收， 本公司暂不扣缴个人所得税，待个人转让股票时，根据其持股期限计算应纳税额 【注】；持有首发后限售股、股权激励限售股及无限售流通股的证券投资基金所 涉红利税，对香港投资者持有基金份额部分按 10%征收，对内地投资者持有基金 份额部分实行差别化税率征收）。 【注：根据先进先 ...

证券代码：000899 证券简称：赣能股份 公告编号：2025-40 江西赣能股份有限公司 关于参加江西辖区上市公司 2025 年投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，江西赣能股份有限公司（以下简称" 公司"）将参加由江西省上市公司协会举办的"2025年江西辖区上市公司投资者 网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （ https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP，参与 本次互动交流，活动时间为2025年5月21日（周三）15:30-17:00。届时公司高管 将在线就公司2024年度业绩、公司治理、发展战略、经营状况、融资计划、股 权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广 大投资者踊跃参与！ 特此公告！ 江西赣能股份有限公司董事会 2025年5月15日 ...