证券之星消息，8月5日电力板块较上一交易日上涨0.41%，华光环能领涨。当日上证指数报收于3617.6， 上涨0.96%。深证成指报收于11106.96，上涨0.59%。电力板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600475 | 华光环能 | 15.92 | 10.02% | 33.89万 | | 5.18亿 | | 600452 | 浩陵电力 | 9.94 | 5.97% | 104.24万 | | 10.17亿 | | 600052 | 东望时代 | 4.65 | 4.49% | 33.64万 | | 1.55亿 | | 605580 | 恒盛能源 | 16.38 | 3.02% | 10.27万 | | 1.65亿 | | 000899 | 赣能股份 | 9.44 | 2.61% | 33.21万 | | 3.13亿 | | 600226 | 享通股份 | 2.89 | 2.48% | 82.06万 | | 2.36亿 | | 001210 ...

赣能股份最新一期业绩显示，截至2025一季报，公司营业总收入14.70亿元、同比减少13.23%，归属净 利润1.93亿元，同比减少5.19%，扣非净利润1.92亿元，同比减少4.97%，流动比率0.597、速动比率 0.519、资产负债率66.40%。 金融界消息 截至2025年7月30日收盘，赣能股份（000899）报收于9.23元，上涨0.11%，换手率1.42%， 成交量13.85万手，成交金额1.28亿元。 天眼查商业履历信息显示，江西赣能股份有限公司，成立于1997年，位于南昌市，是一家以从事电力、 热力生产和供应业为主的企业。企业注册资本97567.776万人民币，实缴资本68293.52万人民币。公司法 定代表人为宋和斌。 资金流向方面，今日主力资金净流出1248.93万元，占比成交额9.77%。其中，超大单净流出41.27万 元、占成交额0.32%，大单净流出1207.66万元、占成交额9.44%，中单净流出流入182.85万元、占成交 额1.43%，小单净流入1066.08万元、占成交额8.34%。 通过天眼查大数据分析，江西赣能股份有限公司共对外投资了25家企业，参与招投标项目5000次 ...

Group 1: Financial Performance - The company expects a net profit attributable to shareholders of between 399 million and 474 million yuan for the first half of 2025, representing a year-on-year growth of 17.70% to 39.83% [2] - The thermal power segment is the main source of revenue and profit, benefiting from a decrease in coal prices, which has led to improved profitability in this segment [2] Group 2: Market Conditions - The spot electricity price in Jiangxi Province is influenced by market supply and demand, generation costs, and load levels, with a unified pricing method based on "centralized bidding and time-based marginal clearing" [3] - The company is optimizing its trading strategies and pricing schemes in the electricity market to enhance efficiency [3] Group 3: Project Developments - The Jiangxi Ganneng 2×1000 MW clean coal power project is expected to be commissioned in 2025 [3] - The future profitability of the clean coal project will be affected by coal prices, electricity prices, and electricity generation, with efforts to reduce coal procurement costs and improve marketing strategies [3] Group 4: Hydropower Operations - The hydropower segment's generation volume has decreased compared to the previous year due to lower water inflow, resulting in a decline in hydropower revenue [3] Group 5: Capacity Pricing Policy - The capacity pricing policy in Jiangxi Province is implemented based on a notification from the National Development and Reform Commission, with the current coal power capacity price set at 100 yuan per kilowatt per year (including tax) [3]

Financial Performance - The net profit attributable to shareholders is expected to be between 399.66 million yuan and 474.74 million yuan for the first half of 2025, representing a year-on-year increase of 17.70% to 39.83% compared to 339.87 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is projected to be between 404.97 million yuan and 478.91 million yuan, up 20.07% to 42.34% from 336.44 million yuan in the previous year [1] - The basic earnings per share are estimated to be between 0.4086 yuan and 0.4854 yuan, compared to 0.3471 yuan in the same period last year [1] Reasons for Growth - The primary reason for the year-on-year growth in the first half of 2025 is the decrease in fuel costs for the company's thermal power plants compared to the same period last year [2] Company Overview - Ganneng Co., Ltd. is a key electric power listed enterprise in Jiangxi Province, focusing on power generation business for many years, with main operations including thermal, hydropower, and renewable energy generation [5] - The company aims to develop a comprehensive electric power enterprise driven by both traditional and renewable energy, integrating power generation, sales, and comprehensive energy services [5] Leadership - The chairman of Ganneng Co., Ltd. is Song Hebin, who has held various positions within the company and the energy sector, including roles in human resources and management [4] - Song Hebin was elected as the chairman of the ninth board of directors on October 24, 2024, with his term starting from the date of the board's approval [4]

Group 1: Coal Price and Supply - In Q2 2025, the company's coal price decreased compared to the same period last year due to a general decline in national coal prices [2] - The main coal suppliers are large state-owned enterprises, with the top three being Shanxi Coal, China Coal, and Guoneng Shenhua [2] - The company aims to optimize coal procurement strategies to reduce overall fuel costs [2] Group 2: Electricity Market and Pricing - The electricity spot market prices are influenced by supply-demand dynamics and generation costs [3] - The company is optimizing its trading strategies and pricing schemes in the electricity market to enhance efficiency [3] Group 3: Renewable Energy Projects - As of June 30, 2025, the company's photovoltaic projects have a total installed capacity of 644,100 kW, representing a year-on-year increase of 44.06% [4] - The company plans to focus on new energy sectors and technologies while ensuring energy supply security [4] Group 4: Power Supply and External Purchases - During the "14th Five-Year Plan" period, the proportion of renewable energy generation in Jiangxi Province is increasing, with a 3.5% growth in clean energy generation in Q1 2025 [5] - In 2024, the total external electricity purchase in Jiangxi Province was 22.767 billion kWh [5] Group 5: Project Profitability and Support - The Jiangxi Ganneng Shanggao 2×1,000 MW clean coal power project is expected to be operational in 2025, with profitability influenced by coal prices and electricity prices [5] - As of Q2 2025, the second largest shareholder, State Power Investment Corporation, holds a 33.22% stake in the company, providing support in governance and technology [6] Group 6: Capital Expenditure and Financing - In 2025, the company plans to rationally allocate capital expenditures based on operational needs, including investments in clean coal and new energy projects [7] - As of December 31, 2024, the company's debt-to-asset ratio was 65.96%, and future financing will be planned according to financial conditions [8] Group 7: Asset Management - The company has been managing the equity of Jiangxi Dongjin Power Co., Ltd. since January 2010, with operational stability in the managed assets [8]

证券代码：000899 证券简称：赣能股份 公告编号：2025-44 上述电量数据为公司初步统计结果，具体数据以公司2025年半年度报告为准， 请投资者注意投资风险。 江西赣能股份有限公司 关于 2025 年半年度上网电量的自愿性披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为便于广大投资者了解江西赣能股份有限公司（以下简称"公司"）生产经 营情况，公司所属电厂2025年半年度实现上网电量70.02亿千瓦时，较上年同期增 长0.81%，其中：市场化交易电量67.05亿千瓦时，占上网电量的95.75%。按发电 类型具体情况如下： | | | 2025年1-6月 | 2024年1-6月 | | | --- | --- | --- | --- | --- | | 类型 | 装机规模 | 上网电量 | 上网电量 | 同比增减 | | | （MW） | （亿千瓦 | （亿千瓦 | （%） | | | | 时） | 时） | | | 火电 | 3400.00 | 65.63 | 65.78 | -0.23 | | 水电 | 100.00 | 1.04 | 2. ...

Jiangxi Ganneng Co., Ltd. 2025 Semi-Annual Performance Forecast [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a significant increase in H1 2025 net profit attributable to shareholders and non-recurring profit/loss adjusted net profit, ranging from 17.70% to 42.34% year-on-year Key Financial Performance Indicators | Item | Current Reporting Period (million yuan) | Prior Year Period (million yuan) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | **398.66 - 473.60** | 338.701 | | | **Year-on-year Growth: 17.70% - 39.83%** | | | **Net Profit After Deducting Non-Recurring Gains/Losses** | **403.97 - 478.91** | 336.4492 | | | **Year-on-year Growth: 20.07% - 42.34%** | | | **Basic Earnings Per Share (yuan/share)** | **0.4086 - 0.4854** | 0.3471 | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company's performance forecast financial data remains unaudited by an accounting firm - The financial data related to this performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Change](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change) The company attributes its H1 2025 performance growth primarily to reduced fuel costs at its thermal power plants - The primary reason for the company's year-on-year performance growth in H1 2025 is the decrease in fuel costs for its thermal power plants compared to the prior year[5](index=5&type=chunk) [Other Relevant Information](index=1&type=section&id=IV.%20Other%20Relevant%20Information) Investors are advised that the disclosed profit figures are preliminary estimates, with final financial data to be provided in the 2025 semi-annual report - This performance forecast is a preliminary estimate, and specific financial data will be subject to the company's 2025 semi-annual report, advising investors to review it[6](index=6&type=chunk)

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]