Core Viewpoint - Changyuan Electric Power announced the successful bid of its subsidiary for a significant technical renovation project, indicating ongoing investment in modernization and efficiency improvements [1] Group 1: Project Details - Changyuan Electric Power's subsidiary, Jingzhou Company, has awarded the EPC project for the second phase of the thermal power unit to Longyuan Environmental Protection, with a bid amount of 23.98 million yuan [1] - The contract signed on November 6 includes comprehensive services such as engineering design, supply of equipment and materials, installation, debugging, and defect remedy related to the project [1] Group 2: Strategic Implications - The project reflects Changyuan Electric Power's commitment to enhancing operational efficiency through advanced technology [1] - The collaboration with Longyuan Environmental Protection suggests a strategic partnership aimed at improving the company's technological capabilities in the energy sector [1]

证券代码：000966 证券简称：长源电力 公告编号：2025-078 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 项目关联交易的进展公告 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。 一、关联交易情况概述 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）经公开招 标，确定国能龙源环保有限公司（以下简称龙源环保）为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（具 体内容详见公司于 2025 年 10 月 11 日在《中国证券报》《证券时报》和巨潮资 讯网上披露的《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》，公告编号：2025-065）。 二、关联交易进展情况 2025 年 11 月 6 日，荆州公司与龙源环保签署了《长源电力荆州公司二期机 组火储联合调频技术改造 EPC 合同》，其主要内容如下： 7.生效条款：本合同在双方法定代表人或被授权代表签字并加盖合同专用章 后和发包人（委托方） ...

Key Points - Baose shares (300402.SZ) confirmed that it is not involved in the "2MWt liquid fuel thorium-based molten salt experimental reactor (TMSR-LF1) project" [1] - Sichuan Meifeng (000731.SZ) plans to invest in the construction of a scattered gas recovery project [1] - ST Songfa (603268.SH) announced that Hengli Ocean Engineering intends to invest 457 million yuan in the construction of outfitting wharf project [1] - Jinguang Electric (688517.SH) won a bid for a 21.7976 million yuan State Grid power transmission and transformation project [1] - Yutong Bus (600066.SH) reported cumulative vehicle sales of 36,596 units this year, representing a year-on-year increase of 5.87% [1][3] - Shida Group (600734.SH) plans to acquire 95% of Shuchuan Ming Shang for 185 million yuan to enhance profitability [1] - Huaron shares (603855.SH) intends to repurchase shares with an investment of 40 million to 125 million yuan [1] - Longyuan Power (000966.SZ) reported a power generation of 2.149 billion kWh in October, a year-on-year decrease of 32.25% [2] - Star Source Magnesium (301398.SZ) received a project designation notice from a client [1] - Fengmao shares (301459.SZ) plans to issue convertible bonds to raise no more than 610 million yuan [1]

Core Insights - Longyuan Power reported that as of October 31, the total number of shareholders reached 104,048 [2] Company Summary - Longyuan Power has a significant shareholder base, indicating strong investor interest and potential market confidence [2]

Group 1 - Jinguang Electric won a bid for a State Grid procurement project with a total amount of 21.7976 million yuan, accounting for approximately 2.93% of the company's expected revenue for 2024 [1] - Shen Gong Co. plans to reduce its shareholding by up to 2%, equating to 340.61 million shares [2] - Guomai Culture received a government subsidy of 3.78 million yuan, representing 24.90% of its audited net profit for 2024 [2] Group 2 - Guomai Culture focuses on the development and provision of digital content operation platforms [3] - Shentong Technology's two directors plan to collectively reduce their shareholding by no more than 0.0473% [4] - Ruihua Tai intends to reduce its shareholding by up to 1%, amounting to 1.8 million shares [5] Group 3 - Guoji Automobile's wholly-owned subsidiary won a total contract project worth 809 million yuan [7] - Changcheng Technology's stock is expected to remain suspended due to potential changes in control [9] - Huabei Pharmaceutical's subsidiary received approval for a chemical raw material drug listing application [11] Group 4 - Fuyao Glass has changed its legal representative to Cao Hui [13] - Huaxi Biological plans to reduce its shareholding by up to 2%, totaling 9.6336 million shares [14] - Hopu Co. signed a procurement contract for a storage system worth 500 million yuan [15] Group 5 - ST Songfa's subsidiary plans to invest 458 million yuan in a mooring dock project [18] - Zhonghong Medical's subsidiary is expected to be selected for several centralized procurement projects [19] - Huakai Yibai's vice chairman plans to increase his shareholding by no less than 30 million yuan [20] Group 6 - Haichuang Pharmaceutical completed the first participant enrollment for a clinical trial of a drug for metabolic-associated fatty liver disease [21] - Dongfang Biological's subsidiary obtained medical device product registration certificates for multiple products [22] - Lepu Medical's rechargeable implantable deep brain stimulation system received NMPA registration approval [23] Group 7 - Changyuan Power's power generation in October decreased by 32.25% year-on-year [24] - Jinshi Yaya's diclofenac sodium sustained-release tablets passed the consistency evaluation for generic drugs [26] - Yutong Bus sold 3,040 buses in October, a decrease of 5.62% year-on-year [27] Group 8 - Far East Co. signed contracts worth 1.062 billion yuan in October [28] - Tianya Pharmaceutical's subsidiary passed the consistency evaluation for a drug [29] - Yuheng Pharmaceutical plans to resolve a debt dispute through a share transfer agreement [30] Group 9 - Hailanxin's subsidiary won a bid for a marine observation network project worth 1.097 billion yuan [31] - Huasheng Lithium plans to reduce its shareholding by up to 0.37% [33] - Maike Biological obtained product registration certificates for five new in vitro diagnostic products [34] Group 10 - Huayuan New Materials signed a strategic cooperation agreement with Taiblue New Energy [37] - Greebo's actual controller and some directors plan to collectively increase their shareholding by no less than 11.5 million yuan [39] - Yian Technology received a government subsidy of 1.1643 million yuan [41] Group 11 - Kangtai Biological's quadrivalent influenza virus vaccine has commenced Phase I clinical trials [43] - Spring Airlines received a commitment letter for a stock repurchase loan of up to 450 million yuan [45] - Foton Motor sold 8,006 new energy vehicles in October, a year-on-year increase of 98.83% [46] Group 12 - Greebo plans to transfer 100% equity of its subsidiary for 280 million yuan [48] - Siwei Liekong's director is under investigation [49] - Dingyang Technology launched a new generation of multi-channel microwave signal generator products [50] Group 13 - Jiangling Motors reported a year-on-year increase of 8.06% in vehicle sales for October [51] - Shengyi Technology plans to reduce its shareholding by up to 1.03% [52] - Dongshan Precision completed the acquisition of 100% equity of France's GMD Group for approximately 814 million yuan [53] Group 14 - Tianyang Technology plans to acquire 7.5% of Baoland's shares for 155 million yuan [54] - Alter plans to establish a joint venture company with a total investment of 672 million yuan [54] - Changchun High-tech's clinical trial application for a drug was approved [55] Group 15 - Beibu Gulf Port's cargo throughput in October increased by 22.73% year-on-year [56] - ST Zhangjiajie was ruled by the court to undergo reorganization [57] - Teda Co.'s subsidiary was selected as a supplier for an energy project in Indonesia [58]

Core Viewpoint - Changyuan Power (000966.SZ) reported a significant decrease in electricity generation for October 2025, with a total of 2.149 billion kWh, representing a year-on-year decline of 32.25% [1] Summary by Category Electricity Generation Performance - The total electricity generation for the first ten months of 2025 reached 29.481 billion kWh, down 10.55% year-on-year [1] - The thermal power generation saw a year-on-year decrease of 12.70% [1] - Hydropower generation increased by 12.96% year-on-year [1] - New energy generation experienced a modest growth of 2.42% year-on-year [1] Breakdown of Generation Sources - Thermal power generation in October 2025 decreased by 42.48% year-on-year [1] - Hydropower generation in October 2025 surged by 689.27% year-on-year [1] - New energy generation in October 2025 declined by 36.22% year-on-year [1]

Core Insights - Changyuan Power (000966) reported a significant decrease in electricity generation for October, with a total output of 2.149 billion kilowatt-hours, representing a year-on-year decline of 32.25% [1] Summary by Category Electricity Generation Performance - In October, the thermal power generation decreased by 42.48% year-on-year, while hydropower generation saw a substantial increase of 689.27% [1] - New energy generation also experienced a decline, with a year-on-year decrease of 36.22% [1] Cumulative Performance (January to October) - The cumulative electricity generation from January to October reached 29.481 billion kilowatt-hours, reflecting a year-on-year decrease of 10.55% [1] - Thermal power generation for the same period decreased by 12.70% year-on-year, while hydropower generation increased by 12.96% [1] - New energy generation showed a modest growth of 2.42% year-on-year [1]

Core Insights - In October 2025, the company reported a total electricity generation of 2.149 billion kilowatt-hours, representing a year-on-year decrease of 32.25% [1] - The company's cumulative electricity generation from January to October 2025 reached 29.481 billion kilowatt-hours, showing a year-on-year decline of 10.55% [1] Breakdown by Energy Source - Thermal power generation in October 2025 decreased by 42.48% year-on-year [1] - Hydropower generation in October 2025 increased significantly by 689.27% year-on-year [1] - New energy generation in October 2025 saw a year-on-year decline of 36.22% [1] Cumulative Performance - Cumulative thermal power generation from January to October 2025 decreased by 12.70% year-on-year [1] - Cumulative hydropower generation from January to October 2025 increased by 12.96% year-on-year [1] - Cumulative new energy generation from January to October 2025 grew by 2.42% year-on-year [1]

国家能源集团长源电力股份有限公司 关于 2025 年 10 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 10 月发电量完成情况公告如下： 证券代码：000966 证券简称：长源电力 公告编号：2025-077 公司 2025 年 10 月发电量完成情况表 单位：亿千瓦时 国家能源集团长源电力股份有限公司董事会 2025 年 11 月 5 日 | 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 | 16.74 | -42.48% | 254.90 | -12.70% | | 二、水电 | 3.35 | 689.27% | 14.91 | 12.96% | | 三、新能源 | 1.40 | -36.22% | 25.00 | 2.42% | | 其中：风电 | 0.42 | 16.48% | 3.51 | -15.83% | | 光伏 | 0.9 ...

Core Viewpoint - Changyuan Power (000966.SZ) reported a significant decrease in electricity generation for October 2025, with total generation dropping by 32.25% year-on-year [1] Group 1: October 2025 Performance - The total electricity generation for October 2025 was 2.149 billion kilowatt-hours [1] - Thermal power generation decreased by 42.48% year-on-year [1] - Hydropower generation saw a substantial increase of 689.27% year-on-year [1] - New energy generation decreased by 36.22% year-on-year [1] Group 2: Cumulative Performance (January to October 2025) - The cumulative electricity generation from January to October 2025 reached 29.481 billion kilowatt-hours, reflecting a year-on-year decrease of 10.55% [1] - Cumulative thermal power generation decreased by 12.70% year-on-year [1] - Cumulative hydropower generation increased by 12.96% year-on-year [1] - Cumulative new energy generation increased by 2.42% year-on-year [1]