Group 1 - The core strategy of the company is to explore the application of new technologies such as renewable energy and IoT blockchain through a dual-driven development model of "energy assets + energy services" [1] - The company’s wholly-owned subsidiary, USUAL WIN LIMITED, plans to invest $10 million in the PROFUSION POWERFUND, LP, which has a total fund size of up to $300 million [1][2] - The fund primarily targets equity investments in renewable energy companies globally and aims to leverage blockchain technology for efficient connections between real assets in the renewable energy sector and global capital [2] Group 2 - The partnership agreement and related subscription agreements were signed on September 11, 2025, and the fund obtained its private fund registration certificate on May 16, 2025 [2] - The company is strategically exploring the investment value of digitizing and tokenizing renewable energy assets while ensuring stable development of its main business [2]

Group 1 - Company GCL-Poly Energy (002015.SZ) announced its investment of $10 million through its wholly-owned subsidiary, Usual Win Limited, into the Profusion PowerFund, LP, which focuses on renewable energy investments [1][2] - The total scale of the fund is capped at $300 million, aimed at investing in equity of renewable energy companies globally [1][2] - The fund will leverage blockchain technology to efficiently connect renewable energy assets with global capital, indicating a strategic exploration of digital investment value in the renewable energy sector [2] Group 2 - The partnership agreement and related subscription agreements were signed on September 11, 2025, with the fund currently in the fundraising stage [2] - The fund received its Cayman Islands private fund registration on May 16, 2025, under registration number 2185606 [2] - The company aims to ensure stable development of its main business while strategically exploring investments in digitalized renewable energy assets [2]

Group 1 - The core viewpoint of the article is that GCL-Poly Energy Technology Co., Ltd. is expanding its investment strategy by participating in a renewable energy fund to explore new technologies such as blockchain in the energy sector [1] - GCL-Poly's wholly-owned subsidiary, Changlong Limited, plans to invest $10 million in the PROFUSION POWER FUND, LP, which has a total scale of up to $300 million [1] - The fund will primarily invest in equity of renewable energy companies globally, indicating a strategic focus on sustainable energy investments [1] Group 2 - The partnership agreement has been signed on September 11, 2025, and the fund is currently in the fundraising stage [1] - The general partners of the fund include PUH MERCHANTS LTD. and Gaia DT Guardians Investment Management Limited, while Changlong Limited acts as a limited partner [1] - The fund has obtained a private fund registration certificate in the Cayman Islands, with registration number 2185606, as of May 16, 2025 [1]

证券代码：002015 证券简称：协鑫能科 公告编号：2025-080 协鑫能源科技股份有限公司 二、合作方的基本情况 关于参与认购境外私募股权基金份额的公告 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、对外投资概述 1、对外投资的基本情况 根据协鑫能源科技股份有限公司（以下简称"公司"、"上市公司"）"能源资 产+能源服务"双轮驱动发展战略，为进一步探索新能源和物联网区块链等新技 术相结合的应用模式和场景，公司境外全资子公司常隆有限公司（英文名称： USUAL WIN LIMITED ） 拟 以 自 有 资 金 认 缴 出 资 1,000 万 美 元 参 与 投 资 PROFUSION POWER FUND, LP（以下简称"本合伙企业"、"本基金"）。本基金 总规模为不超过 3 亿美元（最终以实际募集金额为准），主要投资于全球范围内 可再生能源行业企业的股权。本次交易完成后，PUH MERCHANTS LTD.（以下 简称"投资普通合伙人"）和 Gaia DT Guardians Investment Management Limited （以下简 ...

Core Viewpoint - GCL-Poly Energy (002015.SZ) announced that its wholly-owned subsidiary, Changlong Co., plans to invest $10 million in the PROFUSION POWER FUND, LP, which focuses on equity investments in the renewable energy sector globally [1] Group 1 - GCL-Poly Energy's investment will utilize its own funds amounting to $10 million [1] - The total size of the PROFUSION POWER FUND, LP is capped at $300 million [1] - The fund primarily targets investments in companies within the renewable energy industry worldwide [1]

Core Viewpoint - The company is investing $10 million through its wholly-owned subsidiary, Changlong Co., Ltd., in the PROFUSION POWER FUND, LP, which focuses on equity investments in the global renewable energy sector [1] Group 1: Investment Details - The total scale of the PROFUSION POWER FUND, LP is capped at $300 million, primarily targeting companies in the renewable energy industry [1] - The shareholding proportion of Changlong Co., Ltd. in the fund will be determined based on the final actual fundraising amount [1] Group 2: Strategic Alignment - This investment aims to explore opportunities in the extension of renewable energy within the global digitalization process [1] - The investment aligns with the company's dual-driven development strategy of "energy assets + energy services" [1] - The investment is not expected to have a significant adverse impact on the company's financial and operational status [1]

截至发稿，协鑫能科市值为202亿元。 每经AI快讯，协鑫能科（SZ 002015，收盘价：12.46元）9月8日晚间发布公告称，截至本公告日，上海 其辰累计质押股数约为6.93亿股，占其所持股份比例为99.87%。协鑫创展累计质押股数约为8620万股， 占其所持股份比例为100%。 2025年1至6月份，协鑫能科的营业收入构成为：电力和热力生产和供应业占比100.0%。 每经头条（nbdtoutiao）——"中国真正实现了弯道超车"！从美国回来14年，陈智胜亲历中国创新药大 爆发：以前跨国药企不太信任中国数据，但现在不同了 （记者 胡玲） ...

协鑫能源科技股份有限公司 关于控股股东部分股份解除质押暨再质押的公告 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。 特别提示： 1、公司控股股东及其一致行动人质押股份数量（含本次）占其所持公司股 份数量比例超过 80%，请投资者注意相关风险。 证券代码：002015 证券简称：协鑫能科 公告编号：2025-079 2、本次股份质押基本情况 | 合计 | | 上海 其辰 | 股东 名称 | | --- | --- | --- | --- | | - | | 致行动人 是 | 是否为控 股股东或 第一大股 东及其一 | | 5,000,0 00 | | (股) 5,000,0 00 | 本次质 押股份 数量 | | 0.72% | | 0.72% | 占其所 持股份 比例 | | 0.31 % | | 比例 0.31 % | 占公 司总 股本 | | - | | 限售 类 型） 否 | 是否 为限 售股 （如 是， 注明 | | - | | 质 押 否 | 是 否 为 补 充 | | - | | 2025-0 9-05 | 质押起 始日 | | - | 之日 | ...

Core Points - The electricity sector experienced a rise of 0.91% on the trading day, with Lu Xiao Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Company Performance - Lu Xiao Technology (002617) closed at 9.09, with a gain of 10.05% and a trading volume of 3.1734 million shares, totaling a transaction value of 2.797 billion [1] - Shanghai Electric (600021) closed at 20.77, up 10.01%, with a trading volume of 1.5713 million shares, totaling a transaction value of 3.059 billion [1] - Tianfu Energy (600509) closed at 7.32, with a gain of 7.17% and a trading volume of 1.4411 million shares, totaling a transaction value of 1.039 billion [1] - Longyuan Power (001289) closed at 17.82, up 6.07%, with a trading volume of 154,700 shares, totaling a transaction value of 270 million [1] - Jingyuntong (601908) closed at 4.34, with a gain of 5.60% and a trading volume of 2.3028 million shares, totaling a transaction value of 992 million [1] - Other notable performers include Jiaze New Energy (619109), Xiexin Energy Technology (002015), Huaguang Huaneng (600475), ST Yinda (300125), and Jiawei New Energy (300317) with varying gains and trading volumes [1] Fund Flow - The electricity sector saw a net inflow of 784 million from main funds, while retail funds experienced a net outflow of 246 million [3] - Speculative funds had a net outflow of 538 million [3]

Investment Rating - The report maintains a "Buy" rating for the company, with an expectation of a price increase of over 20% relative to the benchmark index within six months [9][15]. Core Views - The company reported a revenue of 5.42 billion yuan for H1 2025, reflecting a year-on-year increase of 15.3%, and a net profit of 520 million yuan, up 26.4% year-on-year. The growth is attributed to the continuous development of distributed photovoltaic projects and the expansion of energy trading services [3][4]. - The integration of AI and blockchain technology is expected to enhance the transparency and liquidity of energy assets, thereby improving operational efficiency [4][9]. - The company has significantly increased its energy service revenue, with a 378.81% year-on-year growth in H1 2025, driven by energy-saving services and trading services [6][9]. Company Overview - The latest closing price is 11.84 yuan, with a total market capitalization of 19.2 billion yuan. The company has a total share capital of 1.623 billion shares and a debt-to-asset ratio of 66.7% [2][3]. - The company operates a total installed capacity of 6,479.19 MW, including various energy sources such as gas, coal, solar, wind, and waste-to-energy [5][6]. Financial Forecasts - Revenue projections for 2025-2027 are adjusted to 12.12 billion yuan, 14.16 billion yuan, and 15.51 billion yuan, respectively, with corresponding net profits of 950 million yuan, 1.18 billion yuan, and 1.32 billion yuan [9][11]. - The report anticipates a PE ratio of 20, 16, and 15 times for the years 2025, 2026, and 2027, respectively [9][11].