Industry News - The National Development and Reform Commission of China released the latest list of 35 selected investment consulting and evaluation institutions, covering 25 specialties, including hydropower, new energy, nuclear power, and coal and natural gas [4] - The China Meteorological Administration and the National Energy Administration issued guidelines to enhance the energy meteorological service system, proposing 20 key tasks to improve meteorological service capabilities across the energy supply chain [4] - The National Energy Administration published the "2025 Edition of Conventional Island Engineering Budget Quota for Nuclear Power Plants" to reasonably determine nuclear power project costs, including various engineering cost quotas [4] - In 2025, exports of wind power generation units increased by nearly 50%, with a 65.9% increase in exports to the EU and a 73.9% increase to Belt and Road countries, highlighting the growth of green product exports [4] - Chinese scientists successfully developed flexible crystalline silicon perovskite tandem solar cells, addressing efficiency and stability issues, with results published in the journal "Nature" [4] Corporate News - Henan Energy Group and China Pingmei Shenma Group are undergoing a strategic restructuring, with Henan Provincial State-owned Assets Supervision and Administration Commission signing a capital increase agreement, making Henan Energy Group a wholly-owned subsidiary of China Pingmei Shenma Group [5] - China Yangtze Power Co., known as the "water power printing machine" in A-shares, reported an estimated annual revenue of 85.882 billion yuan, a 1.65% increase year-on-year, and a net profit of 34.167 billion yuan, a 5.14% increase, driven by increased sales revenue and reduced financial costs [6] Local News - The Northwest Power Grid's new energy installed capacity exceeded 400 million kilowatts, accounting for 60% of the total installed capacity, making it the first regional grid in China with new energy as the main installed capacity [6] - The new energy vehicle industry in Zhaoqing, Guangdong, is accelerating towards a 100 billion yuan output value, with significant advancements in new energy vehicles and new energy storage industries [6]
两大能源集团重组进入新阶段