Core Viewpoint - The company is making a significant investment in a 200MW/400MWh energy storage project in Suichuan County, Jiangxi Province, with a total investment of approximately 550 million yuan, marking a strategic move into the green energy sector [1] Group 1: Investment and Strategic Moves - The investment in the energy storage project is part of the company's strategy to enhance its green energy business, transitioning from a focus on power generation to a full chain of "green electricity production, storage, and consumption" [1] - The project will create synergies with the company's existing waste incineration green electricity projects, reinforcing its business layout in water management, waste disposal, green energy, and high-end equipment manufacturing [1] - The energy storage equipment required for the project will complement the company's high-end environmental equipment manufacturing business, facilitating expansion into the new energy sector [1] Group 2: Market Potential and Financial Outlook - The energy storage project is expected to benefit from various revenue models, including peak-valley arbitrage, grid frequency regulation, and auxiliary services, which are supported by national and local policies [2] - The gross margin of centralized energy storage projects is anticipated to be higher than traditional businesses, with potential for further improvement as operational efficiency and scale effects are realized [2] - The company reported a significant investment of 3.02 billion yuan in a 1GW photovoltaic power generation project, which is seen as a benchmark for its wind-solar-storage layout, although it may exert short-term pressure on overall profit growth [2] Group 3: Recent Financial Performance - For the first three quarters of 2025, the company achieved operating revenue of 1.162 billion yuan, a year-on-year decrease of 5.21%, and a net profit attributable to shareholders of 138 million yuan, down 26.48% year-on-year [3] - Despite the decline in revenue and profit, the company's stock price has surged recently, reaching 19.27 yuan per share, with a total market capitalization of 12.99 billion yuan [3]

Group 1 - The core viewpoint of the article is that Wuhan Tianyuan has signed an investment framework agreement with the Suichuan County Bureau of Commerce for the construction of a 220KV substation and a 200MW/400MWh grid-side independent shared energy storage project in Suichuan County, Jiangxi Province, with a total investment of approximately 550 million yuan [1] Group 2 - The project involves a significant investment of about 550 million yuan, indicating the company's commitment to expanding its energy storage capabilities [1] - The energy storage project is expected to enhance the grid's reliability and efficiency in the region, aligning with broader trends in energy infrastructure development [1] - This initiative reflects the growing importance of energy storage solutions in supporting renewable energy integration and grid stability [1]

Core Viewpoint - Wuhan Tianyuan (301127) has signed an investment framework agreement with the Suichuan County Bureau of Commerce for the construction of a 220KV substation and a 200MW/400MWh grid-side independent shared energy storage project in Suichuan County, Jiangxi Province, with a total investment of approximately 550 million yuan [1] Group 1 - The project will involve the construction of an independent electrochemical energy storage station [1] - Key systems to be included in the project are energy storage batteries (using lithium iron phosphate batteries), battery management systems (BMS), energy storage inverters (PCS), and bus transformers [1]

Core Viewpoint - Wuhan Tianyuan (301127.SZ) has signed an investment framework agreement with the Suichuan County Business Bureau for the construction of a 220KV substation and a 200MW/400MWh grid-side independent shared energy storage project in Suichuan County, with a total investment of approximately 550 million yuan [1] Project Details - The project will establish an independent electrochemical energy storage station, which will include energy storage batteries (using lithium iron phosphate batteries), battery management systems (BMS), energy storage inverters (PCS), and other related equipment and systems [1] - The project will be constructed with a 10% oversizing, consisting of 44 energy storage units, each with a capacity of 5MW/2×5.015MWh [1] - The land area for the project is approximately 40 acres, with construction planned to start in 2026 and a construction period of 4 months [1] Strategic Alignment - This project will synergize with the company's existing more than 10 waste incineration green electricity projects, further solidifying its business layout of "water governance + solid waste disposal + green energy + high-end equipment manufacturing" [1] - The green energy business is being upgraded from a "strategic offensive direction" to a core growth driver [1]

Group 1 - The company Wuhan Tianyuan announced the convening of its 25th meeting of the sixth board of directors on January 9, 2026, to discuss the signing of a framework agreement for investment in energy storage projects and other related documents [1] Group 2 - More than 20 provinces have revealed their mechanism electricity prices, with Shanghai's prices being 84% higher than Shandong's and Zhejiang's prices being 31% higher than Liaoning's [1] - Experts suggest that there is still room for reduction in corporate electricity costs [1]

Core Viewpoint - Wuhan Tianyuan (301127.SZ) has signed an investment framework agreement with the Suichuan County Business Bureau for the construction of a 220KV substation and a 200MW/400MWh grid-side independent shared energy storage project in Suichuan County, with a total investment of approximately 550 million yuan [1] Group 1: Project Details - The project will establish an independent electrochemical energy storage station, which includes energy storage batteries (using lithium iron phosphate batteries), battery management systems (BMS), energy storage inverters (PCS), and other related equipment and systems [1] - The project will consist of 44 energy storage units, each with a capacity of 5MW/2×5.015MWh, and will be constructed with a 10% oversizing [1] - The land area for the project is approximately 40 acres, with construction planned to start in 2026 and a construction period of 4 months [1] Group 2: Strategic Implications - This project will synergize with the company's existing more than 10 waste incineration green electricity projects, further solidifying its business layout of "water governance + solid waste disposal + green energy + high-end equipment manufacturing" [1] - The green energy business is being upgraded from a "strategic offensive direction" to a core growth driver for the company [1]

Group 1 - The core point of the article is that Wuhan Tianyuan has signed an investment framework agreement with the Suichuan County Business Bureau to invest 550 million yuan in the construction of a 220KV substation and a 200MW/400MWh grid-side independent shared energy storage project in Suichuan County, Jiangxi Province [2] - The project involves the construction of an independent electrochemical energy storage station, which will include energy storage batteries (using lithium iron phosphate batteries), battery management systems (BMS), energy storage inverters (PCS), and other related equipment and systems [2] - The project is designed with a 10% oversizing and will consist of 44 energy storage units, each with a capacity of 5MW/2×5.015MWh [2]

武汉天源集团股份有限公司 第六届董事会第二十五次会议决议公告 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、董事会会议召开情况 武汉天源集团股份有限公司（以下简称"公司"）第六届董事会第二十五 次会议（以下简称"本次会议"）通知于2026年1月4日以电话、微信等方式送 达公司全体董事，会议于2026年1月9日上午10:00以现场结合通讯方式召开。本 次会议应到会董事9人，实际到会董事9人，符合召开董事会会议的法定人数。 董事长黄开明先生和副董事长黄昭玮先生因公务不便主持会议，经董事会过半 数董事推举，本次会议由董事邓玲玲女士主持，公司高级管理人员列席了会议。 本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律、 法规、规范性文件和《公司章程》的有关规定，会议合法有效。 二、董事会会议审议情况 经与会董事认真审议，形成如下决议： 1、审议通过《关于调整2025年限制性股票激励计划授予激励对象名单及 授予数量的议案》 | | | 债券代码：123213 债券简称：天源转债 鉴于在对2025年限制性股票激励计划（以下简称"本次激励计划"）自查 期 ...

董事会薪酬与考核委员会关于2025年限制性股票激励计划 激励对象名单（授予日）的核查意见 武汉天源集团股份有限公司 （6）中国证监会认定的其他情形。 2、本激励计划授予的激励对象为公司公告本激励计划时在公司（含控股子 公司，下同）任职的董事、高级管理人员、核心技术（业务）骨干，以上人员在 公司授予限制性股票时均与公司存在聘用关系或劳动关系。本激励计划授予的激 励对象不包括公司独立董事、单独或合计持有公司5%以上股份的股东或实际控 制人及其配偶、父母、子女。 3、本激励计划授予的激励对象符合《公司法》《证券法》《管理办法》《上 市规则》《自律监管指南第1号》等法律、法规及规范性文件及《公司章程》等 规定的任职资格及激励对象条件，符合公司《激励计划（草案）》规定的激励对 象范围，其作为本激励计划激励对象的主体资格合法、有效，激励对象获授限制 性股票的条件已成就。 武汉天源集团股份有限公司（以下简称"公司"）董事会薪酬与考核委员会 根据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共和国 证券法》（以下简称"《证券法》"）《上市公司股权激励管理办法》（以下简 称"《管理办法》"）《深圳证券交易所创业板 ...

2、本次签署《投资框架协议》不涉及关联交易，也不构成《上市公司重大 资产重组管理办法》规定的重大资产重组情形。 3、本次对外投资已经公司第六届董事会第二十五次会议审议通过。 一、对外投资概述 | 证券代码：301127 证券简称：武汉天源 | 公告编号：2026-005 | | --- | --- | | 债券代码：123213 债券简称：天源转债 | | 武汉天源集团股份有限公司 关于签署储能项目投资框架协议暨对外投资的公告 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、武汉天源集团股份有限公司（以下简称"公司"）与遂川县商务局就投 资建设"江西省吉安市遂川县220KV变电站200MW/400MWh电网侧独立共享储 能项目"（以下简称"项目"）签署《江西省吉安市遂川县220KV变电站 200MW/400MWh电网侧独立共享储能项目投资框架协议》（以下简称"《投资 框架协议》"），项目总投资约5.5亿元。签订各方均具有履约能力，但合同金 额较大，在合同履行过程中可能存在行业政策调整、市场环境变化等不可预计 或不可抗力因素的影响，敬请广大投资者 ...