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豫能控股公告:放弃已获用户侧储能,聚焦规模化新能源开发

Group 1 - The core viewpoint of the article is that YN Holdings has decided to abandon investments and acquisition opportunities in distributed photovoltaics, user-side energy storage, and charging pile projects due to a lack of competitive advantage and insufficient investment returns [2] - YN Holdings cited the National Development and Reform Commission's notice on promoting market-oriented pricing for renewable energy as a reason for this strategic shift [2] - The company aims to focus on large-scale development in the renewable energy sector, aligning with its operational status and future transformation plans [2] Group 2 - In related news, Haibo Sichuang reported a 22.66% year-on-year increase in revenue for the first half of 2025, with a net profit of 316 million yuan [3] - The user-side new energy storage projects saw a year-on-year increase of 9% in newly operational models, but a 41% decrease compared to the previous month, with the East China region holding the largest market share [3] - The National Energy Administration is promoting shared energy storage and renewable energy joint operations, exploring the establishment of a capacity compensation mechanism on the generation side [3]