登录新浪财经APP 搜索【信披】查看更多考评等级 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。 一、关联交易情况概述 2025年10月9日，公司收到招标代理机构国家能源集团国际工程咨询有限公司发出的《中标通知书》 （国际工程中[2025]10447号），确定国能龙源环保有限公司（以下简称龙源环保）为公司全资子公司 国能长源荆州热电有限公司（以下简称荆州公司）长源电力荆州公司二期机组火储联合调频技术改造 EPC项目的中标方，项目中标金额为2,398万元。 由于龙源环保是公司控股股东国家能源投资集团有限责任公司（以下简称国家能源集团）间接控制的企 业，因此龙源环保属于公司的关联方，本次交易构成了公司的关联交易事项。 鉴于上述关联交易事项为公开招标产生，根据《深圳证券交易所股票上市规则》和《公司章程》的有关 规定，此项交易可不提交公司董事会审议，亦无需获得公司股东会的批准。 上述关联交易不构成《上市公司重大资产重组管理办法》规定的重大资产重组，不构成重组上市，也无 需经过有关部门批准。 二、关联方基本情况 1. 关联方工商信息 名称：国能龙源环保有限公司 企业性质 ...

Key Points - The revenue from products used for controlled nuclear fusion at Ha Huan Huatong accounts for less than 1% of total revenue [1] - Dongyangguang expects a net profit increase of 171.08% to 199.88% in the first three quarters [2] - Lianhua Holdings anticipates a net profit increase of 51.39% to 69.55% in the first three quarters [5] - Allwinner Technology projects a net profit growth of 72.2% to 92.06% year-on-year for the first three quarters [5] - Northern Rare Earth expects a net profit increase of 272.54% to 287.34% in the first three quarters [5] - Strong瑞 Technology's controlling shareholder and its concerted parties plan to reduce their holdings by no more than 3% [5] - East China Airlines Logistics' shareholder Tianjin Ruiyuan intends to reduce holdings by no more than 15.8756 million shares [5] - New Light Optoelectronics' actual controller and director Kang Lixin plans to increase holdings by 5 million to 10 million yuan [5] - Jiulian Technology plans to raise no more than 182 million yuan through a private placement [5] - Jingu Co. signed a strategic cooperation agreement with Ninebot [5]

Core Viewpoint - Changyuan Power (000966.SZ) has been awarded a bid for the EPC project of the Phase II unit fire storage and frequency modulation technology transformation at its subsidiary, Jingzhou Thermal Power Co., Ltd., with a bid amount of 23.98 million yuan [1] Group 1 - The bidding agency, State Energy Group International Engineering Consulting Co., Ltd., issued the "Notice of Winning Bid" [1] - Longyuan Environmental Protection Co., Ltd. has been confirmed as the winning bidder for the project [1] - The project amounting to 23.98 million yuan constitutes a related party transaction as Longyuan Environmental Protection is controlled by the company's major shareholder, State Energy Investment Group Co., Ltd. [1]

证券代码：000966 证券简称：长源电力 公告编号：2025-065 国家能源集团长源电力股份有限公司 关于全资子公司长源电力荆州公司二期机组火储联合调频 技术改造 EPC 项目关联交易的公告 由于龙源环保是公司控股股东国家能源投资集团有限责任公司（以下简称国 家能源集团）间接控制的企业，因此龙源环保属于公司的关联方，本次交易构成 了公司的关联交易事项。 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。 鉴于上述关联交易事项为公开招标产生，根据《深圳证券交易所股票上市规 则》和《公司章程》的有关规定，此项交易可不提交公司董事会审议，亦无需获 得公司股东会的批准。 上述关联交易不构成《上市公司重大资产重组管理办法》规定的重大资产重 组，不构成重组上市，也无需经过有关部门批准。 二、关联方基本情况 1. 关联方工商信息 名称：国能龙源环保有限公司 企业性质：其他有限责任公司 注册地：北京市海淀区西四环中路 16 号院 1 号楼 9 层 901 室 一、关联交易情况概述 2025 年 10 月 9 日，公司收到招标代理机构国家能源集团国际工程咨询有限 公司发出的《中 ...

Economic Information - The margin trading ratio for SMIC (688981) has been adjusted from 0.70 to 0.00, and for BAWI Storage (688525) from 0.50 to 0.00 due to their static P/E ratios exceeding 300 [2] - The Ministry of Industry and Information Technology, the Ministry of Finance, and the State Taxation Administration have announced adjustments to the technical requirements for new energy vehicles eligible for vehicle purchase tax exemptions for 2026-2027, increasing the minimum electric range for plug-in hybrid vehicles from 43 km to 100 km [2] Company Alerts - Dongfang Fortune's initial pricing for its inquiry transfer is set at 24.40 CNY per share, representing an 8.8% discount from the previous closing price [4] - New Yisheng's initial pricing for its inquiry transfer is set at 328 CNY per share, representing a 6.6% discount from the previous closing price [7] Overseas Alerts - The three major U.S. stock indices closed lower, with the Dow Jones down 0.52%, Nasdaq down 0.08%, and S&P 500 down 0.28%. Popular tech stocks showed mixed performance, with Oracle up over 3% and Meta up over 2%, while Apple and Google fell over 1% [5] - COMEX gold futures fell by 1.95% to 3991.1 USD per ounce, and COMEX silver futures fell by 2.73% to 47.655 USD per ounce [7]

格隆汇10月9日丨长源电力(000966.SZ)公布，2025年9月，公司完成发电量27.42亿千瓦时，同比降低 41.88%。其中火电发电量同比降低47.10%，水电发电量同比增长557.61%，新能源发电量同比降低 43.24%。公司2025年1-9月累计完成发电量273.32亿千瓦时，同比降低8.24%。其中火电累计发电量同比 降低9.40%，水电累计发电量同比降低9.55%，新能源累计发电量同比增长6.21%。 ...

Group 1: Fund Distribution - The total distribution amount of public funds in 2025 has reached 183.197 billion yuan, the highest for the same period since 2022, and only 4 billion yuan short of the 2021 record [1] - Four major Hu-Shen 300 ETFs lead the market in distribution amounts, with Huatai-PB Hu-Shen 300 ETF distributing 8.394 billion yuan [1] - Most funds with significant distributions this year are passive index funds and bond funds, with only a few large active equity funds making the list [1] Group 2: Stock Market Regulations - The margin trading and securities lending rates for SMIC and Baiwei Storage have been adjusted to zero due to their static P/E ratios exceeding 300 [1] - This regulation aims to enhance risk control and ensure the stable operation of margin trading and securities lending businesses [1] Group 3: Server Market Growth - The accelerated server market in China reached a scale of 16 billion USD in the first half of 2025, more than doubling compared to the same period in 2024 [2] - The market is projected to exceed 140 billion USD by 2029 [2] Group 4: AI Glasses Return Rates - The return rate for AI glasses on platforms like JD and Tmall is approximately 30%, while on Douyin it reaches 40-50%, primarily due to concerns over functionality [3] Group 5: Corporate Developments - ASML appointed Marco Pieters as the new Chief Technology Officer, effective immediately [3] - Ping An Group has made internal adjustments, with Su Dong moving to Ping An Good Doctor and He Ying taking over as General Manager of Ping An Property & Casualty [6] Group 6: Financial Performance - Longyuan Power reported a 41.88% year-on-year decrease in power generation for September, with total generation at 27.42 billion kWh [8] - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, a 0.8% year-on-year decrease [9] - Ringxu Electronics reported a September revenue of 5.96 billion yuan, a 0.1% year-on-year increase [11] - Shandong Steel anticipates a net profit of approximately 140 million yuan for the first three quarters of 2025, a significant increase compared to the previous year [14] - Guangdong Mingzhu expects a net profit increase of 858.45% to 1071.44% for the first three quarters of 2025 [15] Group 7: Market Trends - The Shanghai Composite Index rose 1.32%, breaking the 3900-point mark, with nearly 100 stocks hitting the daily limit [16] - The market saw strong performances in sectors like non-ferrous metals and nuclear power, while film and tourism sectors faced declines [16]

Group 1 - Changyuan Power reported a power generation of 2.742 billion kWh in September, a year-on-year decrease of 41.88% [1] - The cumulative power generation from January to September was 27.332 billion kWh, down 8.24% year-on-year [1] - Huanyu Electronics achieved a consolidated revenue of 5.96 billion yuan in September, a year-on-year increase of 0.1% [1][2] Group 2 - Zhonghuan Environmental announced a change in controlling shareholder, with 27.5% of shares being transferred for a total consideration of 598 million yuan [2] - *ST Songfa's subsidiary signed contracts for the construction of 6 VLCCs, with a total contract value of approximately 600-900 million USD [1][3] - Suzhou Xinchen Technology's subsidiary plans to acquire 55% of Kunyu Lancheng for 74.25 million yuan [3] Group 3 - Guiguan Power reported a cumulative power generation of 31.848 billion kWh for the first three quarters, a year-on-year increase of 14.89% [4] - Jincheng Pharmaceutical's subsidiary received approval for the market launch of a raw material drug [4] - Shandong Steel expects a net profit of approximately 140 million yuan for the first three quarters, an increase of about 21.96 million yuan year-on-year [4][5] Group 4 - Xiangjia Co. reported sales revenue of 96.6186 million yuan from live poultry in September, with a sales price of 12.10 yuan/kg [6] - Aonong Bio's pig sales volume in September increased by 12.2% year-on-year, with a total of 164,400 pigs sold [7] - Mingtai Aluminum's aluminum plate and foil sales reached 1.1747 million tons in the first three quarters [8] Group 5 - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, a year-on-year decrease of 0.8% [11] - Jiangsu Sop plans to conduct a month-long maintenance on several production units starting October 10 [12] - Baike Bio received approval for a clinical trial of a combined vaccine for infants [13] Group 6 - Yutong Bus reported a 25.55% year-on-year increase in bus sales in September, totaling 4,756 units [16] - Shanghai Rural Commercial Bank's vice chairman and president's qualifications were approved [19] - Huayu Pharmaceutical's product received market approval in four countries [20] Group 7 - Longan Automobile reported a 24.92% year-on-year increase in vehicle sales in September, totaling 266,300 units [38] - Chip Origin expects a third-quarter revenue of 1.284 billion yuan, a year-on-year increase of 78.77% [39] - Bomaike signed a contract for an offshore floating production storage and offloading vessel project, with a contract value of approximately 190-240 million USD [40]

证券代码：000966 证券简称：长源电力 公告编号：2025-064 国家能源集团长源电力股份有限公司 关于 2025 年 9 月电量完成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，保障投资者的知情权，现将公司 2025 年 9 月发电量完成情况公告如下： 2025 年 9 月，公司完成发电量 27.42 亿千瓦时，同比降低 41.88%。其中火电发 电量同比降低 47.10%，水电发电量同比增长 557.61%，新能源发电量同比降低 43.24%。 公司 2025 年 1-9 月累计完成发电量 273.32 亿千瓦时，同比降低 8.24%。其中火 电累计发电量同比降低 9.40%，水电累计发电量同比降低 9.55%，新能源累计发电 量同比增长 6.21%。具体数据情况见下表： 公司 2025 年 9 月发电量完成情况表 特此公告。 单位：亿千瓦时 项目 当月发电量 同比变动 本年累计发电量 同比变动 一、火电 23.10 -47.10% 238.16 -9.40% 二、水电 2.55 557. ...

Core Viewpoint - Longyuan Power (000966) has confirmed that its four operational wind power projects are included in the national renewable energy subsidy directory, and the pending subsidy funds have been accounted for as receivables [1] Group 1: Financial Impact - As of January to August 2025, the company has received approximately 60.58 million yuan in renewable energy subsidy funds, which will improve cash flow [1] - The recovery of these subsidy funds is not expected to have a significant impact on the company's profit and loss for the fiscal year 2025 [1]