企查查APP显示，近日，苏州薇能能源有限公司成立，法定代表人为贾志强，注册资本为3500万元，经 营范围包含：发电业务、输电业务、供（配）电业务；发电技术服务；储能技术服务；能量回收系统研 发等。企查查股权穿透显示，该公司由苏州薇圣企业管理有限公司、协鑫能科（002015）全资子公司协 鑫智慧能源（苏州）有限公司共同持股。 | 序号 | | 股东名称 | 持股比例 = | 认缴出资额; | | 从德田强日期÷ 康次持股日期÷ 关联产品内和 | | --- | --- | --- | --- | --- | --- | --- | | | B | 苏州薇圣企业管理有限公司 | 54.2857% | 1900万元 | 2030-08-31 | 2025-09-29 | | | 1 24 | 大殷东 | | | | | | | | - out 9 协鑫智慧能源(防州)有限公司 | 45.7143% | 1600万元 | 2030-08-31 | 2025-09-29 协鑫智慧能源 | | 7 | 二级 酸炭 | · 协鑫能源科技股份有限公司 | 100% | 660000万元 | 2029-11-30 | | | ...

Core Insights - Recently, GCL-Poly Energy (Suzhou) Co., Ltd. increased its registered capital from 6.6 billion RMB to 7.1 billion RMB, representing an approximate 8% increase [1] Company Overview - GCL-Poly Energy (Suzhou) Co., Ltd. was established in June 2009 and is legally represented by Fei Zhi [1] - The company's business scope includes clean energy investment, intelligent energy information services, research and consulting services for energy technology, efficient energy utilization, and big data services related to energy [1] - The company is wholly owned by GCL-Poly Energy (002015) [1]

4、请问公司近期在印尼中标的新能源项目对公司有何利好？ 答复：公司与印尼 PLN IP 签约是公司"出海"战略与"能源服 务"生态构建的关键里程碑。项目直接支撑公司从国内绿色能源运营商 向全球能源科技服务商的转型，为海外能源资产提供高效、绿色、优质 的能源科技服务。更重要的是，这些国家级项目形成的规模化和可溯源 的绿色电力资产，为公司探索能源资产新型资本化奠定了坚实基础，有 望将未来收益权、碳资产转化为数字权益，创新融资模式并打通"能源 资产-数字资产-金融资产"的闭环，赋能公司整体数字化能源战略。 5、公司的使用权资产增幅较大，主要是由于融资租赁的增加。这 是否反映了公司资金流动性方面的压力？ | | 答复：公司使用权资产主要是新增分布式光伏投资，采取资本金与 | | --- | --- | | | 融资合作模式，故而使用权资产增加的同时增加租赁负债，属于正常的 | | | 开发建设模式。根据公司 年三季报披露，年初至报告期末经营活 2025 | | | 动产生的现金流量净额约 23.43 亿元，期末现金及现金等价物余额约 | | | 亿元，现金流充裕，流动性状况稳健。 39.54 | | | 6、公司在第 ...

Core Insights - The biomass power generation sector saw a 0.56% increase, ranking 8th among concept sectors, with 26 stocks rising, including Fulongma, Haitan Co., and Zhongmin Energy hitting the daily limit [1][2] Group 1: Stock Performance - Fulongma and Haitan Co. both experienced significant gains, with Fulongma rising by 9.99% and Haitan Co. by 9.97% [3][4] - Zhongmin Energy also performed well, increasing by 9.96% [3] - The top gainers in the sector included Makopolo and Feima International, which rose by 4.10% and 4.04% respectively [1][2] Group 2: Fund Flow - The biomass power generation sector attracted a net inflow of 448 million yuan, with 17 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow [2][3] - Fulongma led the sector with a net inflow of 541 million yuan, followed by Zhongmin Energy with 133 million yuan and Makopolo with 32 million yuan [2][3] Group 3: Net Inflow Ratios - Zhongmin Energy had the highest net inflow ratio at 30.89%, followed by Qianjiang Water with 14.54% and Fulongma at 13.65% [3][4]

11月4日，资本"锡"引力 科创新高地——无锡首届上市公司投资者集体接待日活动在全景网举行。协鑫 能科（002015）董事会秘书杨而立在活动中表示，公司与印尼PLN IP签约是其"出海"战略与"能源服 务"生态构建的关键里程碑。项目直接支撑公司从国内绿色能源运营商向全球能源科技服务商的转型， 为海外能源资产提供高效、绿色、优质的能源科技服务。更重要的是，这些国家级项目形成的规模化和 可溯源的绿色电力资产，为其探索能源资产新型资本化奠定了坚实基础，有望将未来收益权、碳资产转 化为数字权益，创新融资模式并打通"能源资产-数字资产-金融资产"的闭环，赋能其整体数字化能源战 略。 ...

Core Points - The company is progressing with the construction of the Jiande pumped storage project, which has a total installed capacity of 2400 MW [2] - The Jiande pumped storage power station is included in the national "Pumped Storage Medium and Long-term Development Plan (2021-2035)" as a key implementation project [2] - The project has also been incorporated into Zhejiang Province's "14th Five-Year Plan" for energy development and has received approval from the Zhejiang Provincial Development and Reform Commission [2] - The construction is advancing steadily according to the established milestones [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002015 证券简称：协鑫能科 公告编号：2025-090 集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，协鑫能源科技股份有限公司（以下简称"公司"）将参加"2025无锡 上市公司投资者集体接待日"活动，现将相关事项公告如下： 1、出席本次年度网上集体接待日的人员有：公司董事会秘书杨而立先生。 2、本次活动将采用网络远程的方式举行，投资者可登录"全景路演"（http://rs.p5w.net），或关注微信公 众号：全景财经，或下载全景路演APP，参与本次互动交流。 3、活动时间：2025年11月4日（星期二）15:30-17:00。 4、届时公司高管将在线就投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 协鑫能源科技股份有限公司董事会 2025年10月31日 协鑫能源科技股份有限公司 关于参加2025无锡上市公司投资者 证券代码：002015 证券简称：协鑫能科 公告编号：2025-091 协鑫能源科技股份有限公 ...

Summary of GCL-Poly Energy Conference Call Company Overview - **Company**: GCL-Poly Energy - **Industry**: Renewable Energy and Energy Services Key Financial Metrics - **Revenue**: 7 billion CNY for the first three quarters, a year-on-year increase of 46.39% [2][3] - **Net Profit**: 7.62 billion CNY, up 25.78% year-on-year [3] - **Earnings Per Share**: 0.4819 CNY, a 25.76% increase [2][3] - **Total Assets**: 409.62 billion CNY, a growth of 1.24% [2][3] - **Net Assets**: 123.38 billion CNY, up 5.1% [2][3] - **Return on Equity**: 5.62%, an increase of 0.48% year-on-year [2][3] Business Development and Performance - **Distributed Energy and Storage Projects**: Significant expansion in distributed energy and storage projects, with a focus on energy services like electricity sales and virtual power plants [2][4] - **Virtual Power Plant Load**: Managed adjustable load reached 850,000 kW, representing a significant share of the national virtual power plant load [2][8] - **Commercial Solar Power**: New commercial solar installations of 850,000 kW, a 28% increase [9] - **Electricity Sales Volume**: 241 billion kWh in electricity sales transactions [9] - **Carbon Neutral Projects**: 12 carbon-neutral projects operational, providing comprehensive solutions for major clients [9] Market Position and Strategy - **Energy Center Operations**: Stable operation of regional energy centers with electricity generation of 6.82 billion kWh and gas consumption of 7.73 million tons [10] - **Installed Capacity**: Total installed capacity of 6.4 million kW, with wind and solar accounting for 60% [10] - **User Capacity Management**: Managed user capacity reached 20 GW, with 850,000 kW in adjustable load market testing [11] Technological Integration - **AI Utilization**: Leveraging over 30 years of energy experience and 13 years of user data to enhance predictive capabilities in energy supply and demand [11][26] - **Collaboration with Ant Group**: Partnership to integrate energy management experience with machine learning algorithms for optimizing energy asset aggregation [5][13] Regulatory and Market Challenges - **Policy Impact**: Existing projects are less affected by policy changes, while new projects face market competition [7] - **Market Opportunities**: Despite challenges, the company remains optimistic about future growth opportunities [6] Future Outlook - **Investment in Renewable Energy**: Continued investment in wind, solar, and storage to achieve carbon neutrality goals [22] - **Strategic Partnerships**: Plans to enhance collaboration with leading technology companies to improve market competitiveness [19] - **Response to Market Changes**: Strategies in place to manage risks associated with market fluctuations and regulatory changes [35] Conclusion GCL-Poly Energy is positioned for growth in the renewable energy sector, with strong financial performance and strategic initiatives aimed at expanding its market presence and technological capabilities. The company is optimistic about future opportunities despite facing regulatory challenges and market competition.

Core Points - GCL-Poly Energy announced the release of a portion of its shares from pledge, totaling 335,176,285 shares [2] Group 1 - The company received notification from its controlling shareholder, Shanghai Qichen Enterprise Management Co., Ltd., regarding the release of pledged shares [2]

Group 1 - The core viewpoint of the news is that GCL-Poly Energy (SZ 002015) is actively engaging with investors, as indicated by their announcement of an investor survey on October 30, 2025, where the company's vice chairman and president addressed investor questions [1] - GCL-Poly Energy's revenue composition for the first half of 2025 is entirely from the electricity and heat production and supply industry, accounting for 100.0% [2] - As of the time of reporting, GCL-Poly Energy has a market capitalization of 17.2 billion yuan [3]