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 ...

在现任董事长"超长加班"一年之后，华泰证券即将迎来新的一把手。 券商中国记者获悉，华泰证券迎来了新的党委书记王会清，经过相应程序后，或将接替张伟出任华泰证券董事 长。不久前的11月26日，中共江苏省委组织部公示，江苏高科技投资集团有限公司（简称"江苏高投"）党委书 记、董事长王会清，拟任省委管理领导班子企业正职。目前，华泰证券对此消息暂未有正面回应。 值得一提的是，王会清与华泰证券现任董事长张伟一样，均是自江苏高投董事长一职调任而来。张伟2019年3 月起担任华泰证券党委书记，2019年12月起担任董事长。早在2024年11月，张伟即年满60岁，但由于华泰证券 本届董事会任期至2025年12月止，他又在这个位置上继续工作了一年多时间。 新老董事长"同出一门" 公开信息显示，王会清出生于1970年2月，江苏射阳人，拥有财政学专业、法律硕士学位，注册会计师，律师 资格（通过国家司法考试） 等专业资质。 他1992年起参加工作，曾先后在江苏省财政厅、工商局、国资委等 机关任职。 2009年9月起，王会清进入江苏省国际信托有限责任公司，自此从政府系统转向金融体系。2009年9月至2013年 12月，他在江苏信托历任审 ...

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].

重大项目建设是拉动经济高质量发展的"强引擎"。国家税务总局泰州市税务局立足税收职能，聚焦重大 项目建设关键环节，以精准辅导和合规引导为主线，助力重大项目加速跑，为地方经济高质量发展注入 强劲"税动能"。 9月9日，江苏省重点交通工程项目常泰长江大桥正式通车。历经6年的建造过程中，跨区域外地施工企 业逐步增多，涉税业务需求和问题也更加多样化。面对新形势，泰州税务部门聚焦跨区域需求，全过程 为大桥经济发展提供高效税务支撑。依托跨区域涉税事项操作流程图，持续优化服务配置，让外地企业 财务人员第一时间看得懂、会操作。"原本刚到虹桥镇施工，许多税务问题一头雾水，好在税务局工作 人员电话联系细心解答，全程耐心辅导，我们很快熟悉了业务流程，项目顺利推进，减轻了不少成本负 担。"一位外地施工企业财务负责人说道。 为有效织密辖区重大项目合规管理防控网，兴化市税务局利用税收大数据分析企业经营情况，为企业定 制纳税申报辅导，实现税惠红利直达。建立纳税合规指引机制，开展"一对一"风险评估，帮助企业识别 潜在税务隐患。同时，依托"公职律师调解办公室"搭建沟通桥梁，将重大项目可能出现的矛盾化解在萌 芽状态。 国家税务总局泰州市税务局党委 ...

（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。 ...

证券日报网讯12月4日，江苏国信（002608）在互动平台回答投资者提问时表示，二级市场股价受多重 因素影响。公司首先会继续以提升经营效益为目标，做优主业；其次加强与机构和股东的沟通交流，宣 传公司价值；再者结合公司发展实际做好股东回报。 ...