| 股份代號: | 00916 | | --- | --- | | 上市法國名稱: | 龍源電力集團股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 17/09/2025 - 17/10/2025 | | 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | | 【語参聞上述*記 | 有投票權股 (日 / 月 / 年) | | | | | | | | | 份百分比 | | | | | | | | | ( %) | | CS20251016E00373 | GIC Private Limited | 1201(L) | | 7.928,000(L | HKD 8.3166 | 228,062,000(L) | 6.87(L)13/10/2025 | 格隆汇10月17日丨根据联交所最新权益披露资料显示，2025年10月13日，龙源电力(0091 ...

Group 1 - GIC Private Limited reduced its stake in Longyuan Power (001289)(00916) by selling 7.928 million shares at a price of HKD 8.3166 per share, totaling approximately HKD 65.934 million [1] - After the reduction, GIC's latest shareholding stands at approximately 228 million shares, representing a holding percentage of 6.87% [1]

Core Viewpoint - GIC Private Limited has reduced its stake in Longyuan Power (00916) by selling 7.928 million shares at a price of HKD 8.3166 per share, totaling approximately HKD 65.934 million, resulting in a new holding of about 228 million shares, representing 6.87% of the company [1] Summary by Category - **Share Reduction**: GIC Private Limited sold 7.928 million shares of Longyuan Power [1] - **Transaction Details**: The shares were sold at a price of HKD 8.3166 each, amounting to a total of approximately HKD 65.934 million [1] - **Current Holdings**: After the sale, GIC's remaining shares in Longyuan Power are approximately 228 million, with a holding percentage of 6.87% [1]

Core Points - The successful installation of the generator rotor marks a significant milestone for the first linear Fresnel solar thermal power station of Longyuan Power in Gansu Dunhuang, with a capacity of 100 megawatts [1][4] - The project utilizes molten salt linear Fresnel technology and features a solar collection area of 1.1268 million square meters [4] - The rotor weighs 31.7 tons and is 10 meters long, requiring high precision during installation [4] Project Details - The project is located in Qili Town, Dunhuang City, Gansu Province, covering an area of over 4,000 acres [4] - The engineering team developed a detailed lifting plan to address the technical challenges and risks associated with the rotor installation [4] - The installation process took 3.5 hours, with all indicators meeting design standards, ensuring a successful rotor installation [4] Future Steps - Following the successful rotor installation, Longyuan Power Gansu Company will continue to advance the project, focusing on key milestones such as medium injection and power transmission [4]

Core Viewpoint - The article emphasizes the importance of lithium battery technology and its growing significance in the energy sector, particularly in the context of upcoming industry events and conferences [4][7]. Group 1 - The conference organized by Xinluo Information will take place on November 12-13, 2025, in Shanghai, China, focusing on lithium battery advancements [7]. - The event aims to gather industry experts and stakeholders to discuss the latest trends and innovations in lithium battery technology [7]. - Participants are encouraged to register early, with a contact number provided for inquiries [7].

Group 1 - The article emphasizes the importance of energy storage in the context of China's energy transition and the growing demand for renewable energy sources [2] - It highlights the role of companies like Xinluo in providing research and consulting services to the carbon, lithium battery, and electric furnace steel industries [4] - The article mentions that Xinluo has been operational since 2010 and focuses on industry research, database provision, and strategic consulting [4] Group 2 - The content indicates that the energy storage market is expected to grow significantly, driven by advancements in technology and increasing investments in renewable energy [2] - It discusses the potential for investment opportunities within the energy storage sector, particularly in relation to lithium battery technology [4] - The article suggests that companies involved in energy storage solutions will play a crucial role in achieving China's carbon neutrality goals [2]

南方财经10月14日电，港股光伏、风电板块震荡走强，金风科技涨超10%，福莱特玻璃涨超7%，新特 能源涨超5%，中广核新能源、龙源电力跟涨。 ...

Core Insights - Longyuan Power (001289.SZ) reported a total power generation of 5,292,152 MWh for September 2025, representing a year-on-year decrease of 5.35%, with a 0.50% decline when excluding the impact of thermal power [1] - The company's wind power generation decreased by 12.47% year-on-year, while solar power generation saw a significant increase of 85.51% [1] - As of September 30, 2025, the cumulative power generation for the year reached 56,546,706 MWh, reflecting a slight year-on-year decline of 0.53%, but a 13.81% increase when excluding thermal power impacts [1] - Wind power generation for the year increased by 5.30% year-on-year, and solar power generation increased by 77.98% [1]

Core Viewpoint - Longyuan Power (001289.SZ) reported a decrease in power generation for September 2025 compared to the same period in 2024, with a total generation of 5,292,152 MWh, reflecting a year-on-year decline of 5.35% [1] Group 1: Power Generation Data - The total power generation for September 2025 was 5,292,152 MWh [1] - Year-on-year, the power generation decreased by 5.35%, and when excluding the impact of thermal power, the decline was 0.50% [1] - Wind power generation saw a significant year-on-year decrease of 12.47% [1] - In contrast, solar power generation experienced a substantial year-on-year increase of 85.51% [1]

Core Insights - Longyuan Power (001289.SZ) reported a total power generation of 5,292,152 MWh for September 2025, representing a year-on-year decrease of 5.35% compared to the same month in 2024, with a 0.50% decline when excluding the impact of hydropower [1] - The company's wind power generation saw a significant year-on-year decrease of 12.47%, while solar power generation experienced a substantial increase of 85.51% [1] Group 1 - Company reported total power generation of 5,292,152 MWh for September 2025 [1] - Year-on-year decrease in total power generation of 5.35% compared to September 2024 [1] - Wind power generation decreased by 12.47% year-on-year [1] Group 2 - Solar power generation increased by 85.51% year-on-year [1] - Excluding hydropower impact, total power generation decline was 0.50% [1]