天眼查App显示，近日，海南慧阳新能源有限公司成立，法定代表人为徐华军，注册资本100万人民 币，经营范围含供电业务，发电业务、输电业务、供（配）电业务，太阳能发电技术服务，风力发电技 术服务等。股东信息显示，该公司由阳光电源旗下合肥春阳新能源投资有限公司全资持股。 ...

经济观察网光莆股份控股股东计划减持公司股份，同时其子公司参与设立新能源产业基金。 子公司发展 公司全资子公司厦门光莆投资有限公司于2026年2月11日公告，拟出资150万元参与投资设立湖州安吉清 大久鑫创业投资合伙企业，该基金将专项投资于浙江久功新能源科技有限公司，以协同公司在新能源领 域的业务拓展。 以上内容基于公开资料整理，不构成投资建议。 股价异动原因 公司控股股东、实际控制人林文坤计划于2026年2月28日至5月27日期间，通过集中竞价和大宗交易方式 减持股份不超过847.49万股，占公司总股本的3%。减持原因为个人资金需求。 ...

Group 1 - China National Offshore Oil Corporation (CNOOC) has established a new subsidiary named CNOOC (Shanwei) New Energy Co., Ltd. with a registered capital of 1 billion RMB [1] - The legal representative of the new company is Zhang Chuantao, and it is fully owned by CNOOC (China) Limited [1] - The business scope of the new company includes energy management contracts, power generation, transmission, and distribution services, as well as installation, maintenance, and testing of electrical facilities [1][2] Group 2 - The company is registered in Shanwei City and has a business duration until February 6, 2026, with no fixed term thereafter [2] - The company is classified as a limited liability company (sole proprietorship) in the power production industry [2] - The establishment of this new energy company indicates CNOOC's strategic move into the renewable energy sector [1]

Core Viewpoint - Recently, CNOOC (Shanwei) New Energy Co., Ltd. was established with a registered capital of 1 billion RMB, indicating a strategic move into the renewable energy sector by CNOOC [1] Company Information - The legal representative of the newly established company is Zhang Chuantao [1] - The company is wholly owned by China National Offshore Oil Corporation (CNOOC) [1] Business Scope - The business scope includes contract energy management, power generation, power transmission, and distribution services [1] - The company will also engage in the installation, maintenance, and testing of power transmission, distribution, and receiving facilities [1]

证券日报网讯2月4日，立新能源（001258）在互动平台回答投资者提问时表示，截至2026年1月30日， 股东户数为47236户。 ...

企查查APP显示，近日，广州泰云新能源科技有限公司成立，法定代表人为李矜霄，注册资本为2000万 元，经营范围包含：发电技术服务；风力发电技术服务；太阳能发电技术服务；储能技术服务；电气设 备销售等。企查查股权穿透显示，该公司由泰胜风能全资子公司广东泰胜投资控股有限公司、天津云遥 宇航科技有限公司等共同持股。 ...

Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Viewpoints - The macro sentiment has fluctuated significantly, amplifying volatility in the commodity market. Short-term carbonate lithium prices have surged and then retreated, with support from inventory adjustments ahead of the holiday. There remains potential for a rebound before the holiday. In the medium term, lithium salt supply is constrained, and mining costs are rising, maintaining the upward price logic for lithium. The cobalt sector is supported by raw material costs, showing strong price resilience with limited downside [4][12][13]. Summary by Sections 1. Cycle Assessment - The lithium and cobalt core targets have clear investment value, suggesting active positioning. The lithium sector has seen increased price volatility, with a divergence in the rhythm between mining and salt ends. Futures contracts have dropped significantly, with the Wuxi 2605 contract down 16.65% to 149,200 CNY/ton, and the Guangxi 2605 contract down 18.36% to 148,200 CNY/ton. Lithium concentrate prices have decreased to 2,070 USD/ton, down 144 USD from the previous week. The carbonate lithium price has significantly corrected due to regulatory cooling and market fluctuations, with downstream demand stabilizing [12][13]. 2. Company and Industry Dynamics - Various companies have released performance signals. For instance, Pilbara is evaluating the potential for increased production capacity at its Ngungaju plant, while CATL plans to build a lithium battery manufacturing base in Yunnan. Yongshan Lithium Industry and other companies have announced significant changes in their profit forecasts, reflecting the impact of lithium price fluctuations and operational adjustments [15][16][17]. 3. Core Data on New Energy Materials - In December, domestic carbonate lithium production increased by 4% month-on-month, while hydroxide lithium production rose by 2%. The inventory showed structural adjustments, with a general increase in prices for lithium and cobalt materials. The average price for battery-grade carbonate lithium rose by 7.15% to a range of 161,000-182,000 CNY/ton, and battery-grade hydroxide lithium increased by 8.12% to 158,000-169,000 CNY/ton [18][19][67].

格隆汇1月29日丨立新能源(001258.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润9,500万元–1.10亿元，同比增长89.31%–119.20%；扣除非经常性损益后的净利润8,800万元–1.03亿 元，同比增长76.44%–106.51%；基本每股收益0.10元/股–0.12元/股。 公司2025年业绩较上年同期增长的主要原因：一是报告期内新增投产的风电及独立储能项目带来上网电 量及营业收入增加，同时项目并网后按规程开展设备调试与试运行验收，按会计准则要求匹配直接相关 成本，试运行期产生的利润贡献同比增加；二是报告期内公司联营企业新疆华电天山发电有限公司所 属"疆电外送"三通道发电项目年内陆续并网投运，为公司带来的投资收益增加。 ...

以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 市净率(LF)历史分位(%) 100 ହ୍ତ ୨୦ 80 76:06 70 6702 63p26 60 62a09 50 40 3721 30 24:06 23 24 2242 20 10 0 ·12-30 '-30 2n- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 资料显示，公司主要经营风力发电、光伏发电为主的新能源电力的资源开发、投资建设、生产销售、技术服务咨询等业务。 据公告，公司2025年业绩较上年同期增长的主要原因：一是报告期内新增投产的风电及独立储能项目带来上网电量及营业收入增加，同时项目并网后按规程 开展设备调试与试运行验收，按会计准则要求匹配直接相关成本，试运行期产生的利润贡献同比增加；二是报告期内公司联营企业新疆华电天山发电有限公 司所属"疆电外送"三通道发电项目年内陆续并网投运，为公司带来的投资收益增加。 120 104.26 % 90 60 37.76 30 - 24-58 13.23 0 -30 31.01 -60 -62.89 -90 2022 2023 2025E 2021 2024 2020 -○- 归母 ...

立新能源1月29日公告，预计2025年归母净利润9500万元-1.1亿元，同比增长89.31%-119.20%。报告期 内新增投产的风电及独立储能项目带来上网电量及营业收入增加。公司联营企业新疆华电天山发电有限 公司所属"疆电外送"三通道发电项目年内陆续并网投运，为公司带来的投资收益增加。 ...