格隆汇1月16日丨九洲集团(300040.SZ)在投资者互动平台表示，公司主要产品可为机场建设提供供电基 础设施和环境控制系统。 ...

证券日报网讯1月7日，九洲集团（300040）在互动平台回答投资者提问时表示，公司的网络能源产品有 些就是为数据中心场景服务的，主要用于数据中心基础设施建设，目前还没有在上述客户中应用。 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司和四川九洲有关系吗？ 九洲集团（300040.SZ）12月29日在投资者互动平台表示，公司与四川九洲没有关系。 （文章来源：每日经济新闻） ...

证券日报网12月19日讯九洲集团在12月17日至18日回答调研者提问时表示，目前公司智能配电网设备订 单分布电网订单占比约1/3，电网外占比约2/3。公司智能配电网业务毛利约20%，净利率约3%，随着公 司订单量的增长和产能利用率的提高，规模效应的显现将使公司盈利水平得到改善。 （文章来源：证券日报） ...

证券日报网12月19日讯九洲集团在12月17日至18日回答调研者提问时表示，公司目前在建和已拿到指标 容量超1GW，正在开发阶段的项目容量约2GW-3GW。这些在手项目指标和储备项目足够在未来3至5年 为公司新能源发电业务板块提供持续的增长，本年一季度末公司与华电合作的巴彦二期100MW风电项 目已经完成并网发电；9月底公司受让定边50MW风电项目股权。除此之外公司还有众多在建/储备项目 正处于有序进行建设和推进阶段。 （文章来源：证券日报） ...

Core Viewpoint - The company has significantly increased its supply to data centers and computing centers over the past two years, focusing on high-energy-density scenarios and new product demands [1] Group 1: Product Development - The company’s smart distribution network equipment is widely used in various high-energy-density scenarios [1] - The company has completed the design and development of modular UPS power supply systems and high-voltage direct current power supply systems specifically for data centers [1] - The company expects to complete relevant inspection and testing next month to obtain type test reports for these new systems [1] Group 2: Market Focus - The company maintains close attention and investment in research and development for power consumption scenarios represented by computing demand and new productive forces [1] - Current supply mainly consists of switchgear and DC power supplies [1]

证券日报网12月19日讯九洲集团在12月17日至18日回答调研者提问时表示，公司本年度累计收到国补回 款超过2亿元，回款速度明显加快，公司也在本期冲回了部分前期计提的应收账款。目前公司仍有约10 亿元国补应收款，含补贴电价的风光项目均已通过合规检查并进入"双目录"（合规清单和国补目录）。 （文章来源：证券日报） ...

南财智讯12月19日电，九洲集团在投资者关系活动中表示，公司积极探索"分散式风电+清洁能源供 暖"新型业务模式，已在黑龙江获得5个乡镇供暖项目资产，2个项目处于建设阶段，计划年内完成并 网。公司储备分散式风电指标超300MW，项目内部收益率预计可达10%以上。该模式契合国家"千乡万 村驭风行动"政策，具备良好的经济、社会与环境效益。未来将在东北及三北地区复制推广，进一步拓 展综合智慧能源业务增长空间。 ...

Group 1: Company Strategy and Product Development - The company has initiated a "Manufacturing Reboot" strategy since 2024, focusing on the R&D of various smart distribution network devices, including modular UPS systems and high-voltage direct current power systems [2] - The company is developing solid-state transformer (SST) products and has a strong technical background, having exported high-voltage frequency converter technology in 2012 [2] - The company has seen a significant increase in supply to data centers and computing centers, with a focus on modular power supply systems and high-voltage direct current power systems [3] Group 2: Financial Performance - As of Q3 2025, the company reported total revenue of CNY 947 million, a year-on-year decrease of 2.75%, while the net profit attributable to shareholders decreased by 41.09% [3] - The company achieved a net cash flow from operations exceeding CNY 1 billion, a year-on-year increase of 320% due to faster collection of renewable energy subsidies [3] - The company’s smart distribution network business has a gross margin of approximately 20% and a net profit margin of about 3% [5] Group 3: Market and Sales Strategy - The company aims for a 20% growth in its manufacturing sector orders compared to the previous year, with a focus on large clients and international sales teams [4] - The company has set a revenue growth target of 10% for its renewable energy generation business, supported by ongoing project developments [12] - The company has received over CNY 200 million in national subsidy payments this year, with approximately CNY 1 billion in outstanding subsidy receivables [4] Group 4: New Business Models and Projects - The company is developing a new business model combining distributed wind power and clean energy heating, with a projected internal rate of return exceeding 10% [8] - The company has secured over 300 MW of distributed wind power indicators and is working on five heating project assets [6] - The company has a project pipeline of over 1 GW in construction and an additional 2-3 GW in development for its renewable energy generation business [11] Group 5: International Expansion - The company has successfully bid for key energy projects in Central Asia and Cambodia, and is actively exploring opportunities in Belt and Road countries and ASEAN nations [14] - The company is optimistic about its overseas power generation business and is assessing multiple investment opportunities in wind and solar projects in Southeast Asia and Central Asia [15]

Group 1 - The core point of the article is that Jiuzhou Group has successfully won the bid for the procurement of distribution equipment for the Gansu Tengger Desert Hexi New Energy Base supporting the Jinchang 2×1000 MW peak-shaving coal power project [1] Group 2 - Jiuzhou Group is involved in the energy sector, specifically in coal power projects, indicating its active participation in the renewable energy transition [1] - The project includes a significant capacity of 2×1000 MW, highlighting the scale of the investment and infrastructure development [1] - The procurement order is part of a broader initiative to enhance energy supply and management in the region, reflecting ongoing developments in energy infrastructure [1]