江苏国信（002608）(002608.SZ)公告，公司控股子公司江苏国信马洲发电有限公司(简称"国信马洲")新 建的一台1000MW二次再热超超临界燃煤发电机组，完成168小时满负荷试运行，于2025年12月12日正 式投产运营。 ...

智通财经APP讯，江苏国信(002608.SZ)公告，公司控股子公司江苏国信马洲发电有限公司(简称"国信马 洲")新建的一台1000MW二次再热超超临界燃煤发电机组，完成168小时满负荷试运行，于2025年12月 12日正式投产运营。 ...

每经AI快讯，12月12日，江苏国信(002608.SZ)公告称，公司控股子公司江苏国信马洲发电有限公司新 建的一台1000MW二次再热超超临界燃煤发电机组，完成168小时满负荷试运行，于2025年12月12日正 式投产运营。该机组能源利用率高，各排放指标实现超低排放，并创新融合煤电机组熔盐储能系统，可 高效灵活响应新型电力系统的调节需求。该机组投产后将填补江苏省"十五五"期间电力供应缺口，进一 步优化区域电力结构。 ...

转自：证券时报 人民财讯12月12日电，江苏国信(002608)12月12日公告，公司控股子公司江苏国信马洲发电有限公司新 建的一台1000MW二次再热超超临界燃煤发电机组，完成168小时满负荷试运行，于12月12日正式投产 运营。 ...

证券代码：002608 证券简称：江苏国信 公告编号：2025-050 特此公告。 江苏国信股份有限公司董事会 2025 年 12 月 13 日 1 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内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 江苏国信股份有限公司（以下简称"公司"）控股子公司江苏国信马 洲发电有限公司（以下简称"国信马洲"）新建的一台 1000MW 二次 再热超超临界燃煤发电机组，完成 168 小时满负荷试运行，于 2025 年 12 月 12 日正式投产运营。 此次投产的国信马洲 100 万千瓦机组选用先进的二次再热、超超临 界技术，机组能源利用率高，各排放指标实现超低排放；创新融合煤电 机组熔盐储能系统，可高效灵活响应新型电力系统的调节需求。该机组 投产后将填补江苏省"十五五"期间电力供应缺口，进一步优化区域电 力结构。 江苏国信股份有限公司 关于子公司国信马洲 100 万千瓦机组投产 ...

Core Viewpoint - Concentrated Solar Power (CSP) is a promising renewable energy technology in China, with significant growth potential and a well-established industrial chain, aiming to reach a market size of 16 billion yuan in 2024 and 16.7 billion yuan in 2025 [1][5]. Group 1: Industry Definition and Classification - CSP refers to technology that converts solar energy into thermal energy and then into electrical energy, categorized into four main types: tower, trough, linear Fresnel, and dish CSP plants [1][2]. Group 2: Current Development Status - CSP is recognized as a key technology for renewable energy, complementing wind and solar power, and is crucial for China's energy structure transformation [5][6]. - As of Q3 2025, China has built 21 CSP plants with a total installed capacity of 1.57 million kilowatts, ranking third globally, and has 30 projects under construction with an additional capacity of 3.1 million kilowatts [6][11]. - The industry is experiencing a compound annual growth rate of 11.7%, significantly higher than the global average of 4.24% [6]. Group 3: Industry Chain - The CSP industry chain consists of upstream components (concentrating systems, heat absorption systems, thermal storage systems, etc.), midstream development and operation of CSP plants, and downstream applications in industrial and residential sectors [7]. Group 4: Development Environment and Policies - CSP's strategic importance is highlighted in various national policies aimed at promoting large-scale development and integration with other renewable sources [8][9]. Group 5: Competitive Landscape - The CSP industry in China features multiple competing enterprises, including Xizi Clean Energy, China Power Construction, and Shanghai Electric, which drive technological innovation [9][10]. - Xizi Clean Energy has developed a 50MW molten salt storage system, showcasing its leadership in the CSP storage sector [10]. Group 6: Future Outlook - The CSP market is expected to see continued investment and project development, transitioning from a technical option to a strategic necessity, with anticipated upgrades in efficiency, application scenarios, and industry collaboration [11].

Market Performance - Jiangsu state-owned enterprise reform sector rose by 0.59% compared to the previous trading day, with Nanjing Commercial Travel leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Nanjing Commercial Travel (600250) closed at 11.24, with a significant increase of 9.98% and a trading volume of 270,500 shares, amounting to a transaction value of 295 million yuan [1] - Other notable performers included Hongye Qijing (001236) with a 4.51% increase, and Jinfeng Technology (300128) with a 4.38% increase [1] Capital Flow - The Jiangsu state-owned enterprise reform sector experienced a net outflow of 111 million yuan from institutional investors, while retail investors saw a net inflow of 171 million yuan [2] - The capital flow data indicates that Nanjing Commercial Travel had a net inflow of 1.04 billion yuan from institutional investors, despite a net outflow from retail investors [3]

Core Viewpoint - The construction of the Guoxin Yangdian Phase III 2×1 million kW expansion project has commenced, representing a significant investment in clean and efficient power generation in Jiangsu Province, with a total investment of approximately 9 billion yuan and an expected annual power generation of 100 billion kWh [1][2]. Group 1: Project Overview - The project is led by Jiangsu Guoxin (002608) in collaboration with state-owned enterprises from Yangzhou and Taizhou [1]. - It will feature two large-capacity, high-efficiency 1 million kW units and related auxiliary facilities [1]. - The project adopts multiple internationally advanced technologies, achieving industry-leading coal consumption and emission standards [1]. Group 2: Technical Specifications - The project utilizes ultra-supercritical double reheat technology, with a designed coal consumption standard of only 260.22 grams/kWh and a thermal efficiency of 49.18% [1]. - It has deep peak-shaving capabilities, with a minimum load of 15% THA, allowing for flexible responses to grid peak demand [1]. - Emission control levels are advanced, with dust, sulfur dioxide, and nitrogen oxide emissions not exceeding 2, 15, and 25 mg/m³ respectively, significantly better than national ultra-low emission standards [1]. Group 3: Innovative Features - The project incorporates 12 cutting-edge industry technologies, forming an efficient, flexible, and reliable "technology group" [2]. - The boiler design includes a lower spiral tube and upper vertical tube water-cooled wall, with a dynamic separator and graded economizer, allowing for rapid switching between high and low calorific value coal types [2]. - The project will also initiate the "smart power plant" construction, utilizing digital management systems from the start, making it a demonstration project for the group [2]. Group 4: Economic Impact - Upon completion, the project is expected to enhance the power generation structure in Jiangsu Province, strengthen regional power security, and support local economic high-quality development [2].

Core Viewpoint - The article highlights the significant advancements and developments in Jiangsu's offshore wind power sector, particularly focusing on the large-scale offshore wind farm project in Dafeng, which is set to enhance energy supply during the winter peak demand period [1][4]. Group 1: Project Overview - The Dafeng offshore wind power project, with an investment exceeding 10 billion yuan, is the largest offshore wind farm under construction in Jiangsu, featuring a total installed capacity of 850,000 kilowatts [1]. - The project has successfully integrated the first batch of 8.5 megawatt wind turbine units into the grid, marking a milestone in the province's transition to a cost-competitive offshore wind power era [1][3]. Group 2: Technical Innovations - The project team has implemented a "dynamic window period prediction system," extending the effective operational time from 4 hours to 6.5 hours, which is crucial for working in the challenging marine environment [2]. - The construction of two offshore booster stations, essential for the project's success, has been completed, with the northern unit having a capacity of 500 megawatts and weighing 3,215.9 tons [2]. Group 3: Operational Efficiency - A smart construction management system has been established to monitor real-time operational data of the wind farm, enhancing the visibility and control of offshore construction and operations [3]. - As of early November, the H10 wind farm has generated over 100 million kilowatt-hours of electricity, with the entire offshore wind farm expected to produce an annual output of 2.88 billion kilowatt-hours, sufficient to power approximately one million households [3]. Group 4: Environmental Impact and Future Prospects - The offshore wind farm is projected to save around 860,000 tons of standard coal and reduce carbon dioxide emissions by approximately 2.39 million tons annually, contributing to a greener energy landscape in Jiangsu [3]. - The project is also a pilot for "wind-hydrogen-storage integration," exploring new models for the collaborative development of green electricity and green hydrogen, which aligns with national energy integration goals [4][5].

（文章来源：证券日报） 证券日报网讯 12月4日，江苏国信在互动平台回答投资者提问时表示，"十四五"期间，公司新建了6台 控股+1台参股的百万千瓦机组，均为超超临界二次再热燃煤机组，目前在运行机组中 60 万千瓦及以上 高效低能耗装机容量占公司燃煤机组比例超过95%，优化了公司装机结构，此外公司还参股了部分新能 源项目，致力于成为综合能源服务供应商。 ...