Group 1 - The coal mining sector increased by 1.23% on January 9, with Jiangte Equipment leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Jiangte Equipment's stock price rose by 9.95% to 9.06, with a trading volume of 448,900 shares and a transaction value of 397 million yuan [1] Group 2 - Major coal companies such as China Shenhua and Xinda Zhou A also saw increases, with China Shenhua up 2.41% to 42.45 and a transaction value of 1.551 billion yuan [1] - Conversely, some companies like Dayou Energy and Shanxi Coking Coal experienced declines, with Dayou Energy down 3.23% to 8.10 and a transaction value of 859 million yuan [2] - The coal mining sector experienced a net outflow of 324 million yuan from major funds, while retail investors saw a net inflow of 397 million yuan [2][3] Group 3 - Jiangte Equipment had a net inflow of 109 million yuan from major funds, while retail investors had a net outflow of 46 million yuan [3] - China Shenhua also saw a net inflow of 34.67 million yuan from major funds, with retail investors experiencing a slight outflow [3] - The overall trend indicates a mixed sentiment in the coal mining sector, with significant retail interest despite the net outflow from major funds [2][3]

Core Viewpoint - The National Energy Administration has announced the first batch of pilot projects for enhancing the construction capacity of a new power system, supporting 43 projects across 10 cities to explore new technologies and models in the energy sector [2][11]. Group 1: Pilot Project Directions - The 43 pilot projects cover seven directions: - 4 system-friendly new energy power station projects - 8 grid-structured technology application projects - 7 smart microgrid projects - 2 computing power and electricity collaboration projects - 13 virtual power plant projects - 1 large-scale high-proportion renewable energy delivery project - 8 new-generation coal power projects [2][11]. Group 2: Pilot Project Details - **Grid-Structured Technology Application Projects**: - Includes 8 projects such as the grid-structured energy storage project in Baotou, Inner Mongolia, and the flexible DC transmission project in Zhoushan, Zhejiang [3][13]. - **Smart Microgrid Projects**: - Comprises 7 projects including the smart microgrid project in Jilin Oilfield, Jilin, and the integrated charging and swapping smart microgrid project in Yichang, Hubei [4][14]. - **Computing Power and Electricity Collaboration Projects**: - Features 2 projects, namely the computing power center project in Haidian District, Beijing, and the data center project in Wuhu, Anhui [5][6]. - **Virtual Power Plant Projects**: - Encompasses 13 projects such as the controllable resource adjustment project in Hebei and the virtual power plant project in Suzhou, Jiangsu [7][15]. - **System-Friendly New Energy Power Station Projects**: - Includes 4 projects like the wind-solar-thermal storage integrated system-friendly new energy power station in Huainan, Anhui [8][12]. - **Large-Scale High-Proportion Renewable Energy Delivery Project**: - Involves the ±800 kV UHV DC transmission project from southeastern Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area [9][16]. - **New-Generation Coal Power Projects**: - Comprises 8 projects including the coal power unit projects in Shanxi, Jiangsu, and Hubei [9][15].

国家能源局综合司关于新型电力系统建设能力提升试点（第一批）名单的公示 为加快建设新型能源体系、构建新型电力系统，根据《国家发展改革委 国家能源局 国家数据局关于印发〈加快构建新型电力系统行动方案（2024 —2027年）〉的通知》（发改能源〔2024〕1128号）、《国家能源局关于组织开展新型电力系统建设第一批试点工作的通知》（国能发电力 〔2025〕53号）有关要求，我局组织开展了新型电力系统建设试点申报及评审工作，聚焦新型电力系统有关前沿方向，探索推进新技术、新模式应 用。 经组织第三方机构评审，拟支持安徽省淮南市风光热储融合系统友好型新能源电站项目等43个项目及河北省张家口市等10个城市（详见附件）开展 新型电力系统建设能力提升试点工作，现予公示。 公示期间，任何单位或个人可对公示内容提出书面异议。相关材料应注明真实姓名和联系方式，提出异议的单位或个人应对相关材料的真实性和可 靠性负责。对匿名或无具体事实依据的异议、相关不正当要求不予受理。 公示时间：2026年1月8日—2026年1月14日 邮箱：gaoyy@nea.gov.cn 附件： 1.新型电力系统建设能力提升试点项目（第一批）名单 2.新型电力 ...

Core Insights - Anhui Province's electricity sector is a core industry supporting the province's and the Yangtze River Delta's energy security, characterized by its foundational, public utility, and energy transition leadership roles [1][5] - The province has implemented a series of policies to enhance market trading systems and pricing mechanisms, stimulating market vitality and ensuring power supply-demand balance [1][5] - Despite a diverse power generation structure, Anhui has been designated as a red alert area for power supply-demand from 2022 to 2024 due to rising demand, with peak load characteristics becoming prominent [1][5] Industry Overview - The electricity sector in Anhui encompasses the production, transmission, distribution, and consumption of electric energy, providing power security for economic and social development while supporting the "Wangdian East Send" energy allocation function [2][5] - The power generation types in Anhui include thermal, hydro, wind, solar, biomass, and new energy storage, with thermal power primarily relying on coal [3][10] Policy Analysis - Anhui has introduced several targeted policies to promote high-quality development of renewable energy and optimize electricity trading rules, including the "Implementation Plan for Market-oriented Reform of Renewable Energy Grid Price" and "Implementation Rules for Long-term Electricity Trading" [5][6] - These policies aim to enhance the electricity market trading system and pricing mechanism, facilitating the transition to a clean, low-carbon, safe, and efficient new power system [5][6] Supply and Demand Analysis - As a key energy supply hub in East China, Anhui's electricity supply structure is continuously optimized, with thermal power as the base supply source and wind and solar as core incremental clean energy [5][6] - The province has faced a persistent power supply gap due to rising demand, with peak load reaching 63.54 million kilowatts in 2024, a year-on-year increase of 13.36% [6][11] Current Development Status - Anhui's renewable energy installed capacity has rapidly expanded, with a total installed capacity of 142 million kilowatts by November 2025, of which renewable energy accounts for 52.2% [7][8] - The province has established a multi-source power supply system, with significant improvements in grid support capabilities, including the completion of a robust 500 kV grid network [8][10] Market Operation Status - Anhui is a pilot province for the national electricity spot market, with significant progress in market-oriented reforms, including the transition to continuous settlement operations by the end of 2024 [11][12] - The green electricity trading scale reached 10.9 billion kilowatt-hours in 2024, ranking fifth nationwide, with a target to exceed 12 billion kilowatt-hours in 2025 [12][14] Future Development Trends - The electricity sector in Anhui will focus on green low-carbon transformation and high-quality development, with an emphasis on optimizing energy structure and expanding renewable energy capacity [14][15] - Market mechanisms will continue to improve, with the formal operation of the spot market and the enhancement of green electricity trading systems [15][16] - The integration of new energy into the market will be a core direction for industry transformation, promoting the development of new business models and enhancing the synergy between energy supply and demand [16][17]

国家电投集团综合智慧能源有限公司迁址雄安新区。 国家电投集团综合智慧能源有限公司(以下简称"电投综能")正式迁址至雄安新区，成为雄 安新区2026年首家市场化疏解的央企二级子公司。 目前，雄安新区能源央企集聚效应显著。中国华能集团有限公司等3家能源央企总部落户 雄安，国家能源投资集团有限责任公司、中国核工业集团有限公司等能源央企集中在雄安 新区布局二三级子公司或创新业务板块。下一步，雄安新区将持续提升承接疏解与创新引 领发展能级，筑牢能源产业根基，构建企业成群、产业成链、要素集聚的产业生态，推动 能源产业高质量发展。 来源：中国新闻网 End 电投综能是国家电力投资集团有限公司(以下简称"国家电投集团")为适应新型电力系统和 新型能源体系建设新要求，聚焦综合智慧能源产业高质量发展和用户侧综合智慧能源创 新，整合相关业务板块组建的专业化公司。 此前，国家电投集团已在雄安新区持续布局：2018年，国家电投集团雄安能源有限公司 注册成立，率先在雄安新区能源领域开展众多示范项目。2025年8月，国家电投集团雄 安基地项目完成土地出让，正加快推动开工建设。2025年10月，国家电投集团置业项目 专业化运营管理平台国电投 ...

Group 1 - The A-share market saw a collective rise in coal stocks on January 7, with notable increases in various companies, including a 10% surge for Shaanxi Black Cat and over 7% for Shanxi Coking Coal [1] - Futures for coking coal reached a limit increase of 8%, priced at 1164 yuan/ton, while coking coal futures main contract rose over 7% to 1757 yuan/ton [1] Group 2 - Shaanxi Black Cat (601015) had a market cap of 8.313 billion yuan and a year-to-date increase of 12.43% [2] - Shanxi Coking Coal (000983) reported a market cap of 40.1 billion yuan with a year-to-date increase of 9.97% [2] - Jiangxi Tungsten Equipment (600397) had a market cap of 8.009 billion yuan and a year-to-date increase of 6.45% [2] - Lu'an Environmental Energy (601699) reported a market cap of 38.3 billion yuan with a year-to-date increase of 8.39% [2] - Dayou Energy (600403) had a market cap of 1.79 billion yuan and a year-to-date increase of 7.45% [2] - Baotailong (601011) reported a market cap of 6.743 billion yuan with a year-to-date increase of 3.53% [2] - Yunmei Energy (600792) had a market cap of 4.606 billion yuan and a year-to-date increase of 6.96% [2] - Zhengzhou Coal Power (600121) reported a market cap of 5.483 billion yuan with a year-to-date increase of 7.91% [2] - Shanxi Coking (600740) had a market cap of 10.2 billion yuan and a year-to-date increase of 5.85% [2]

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名杯 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601015 | 陕西黑猫 | | 10.00 | 83.13亿 | 12.43 | | 000983 | 山西焦煤 | | 7.13 | 401亿 | 9.97 | | 600397 | 江钨装备 | | 5.20 | 80.09亿 | 6.45 | | 601699 | 潞安环能 | | 4.92 | 383亿 | 8.39 | | 600403 | 大有能源 | | 4.90 | 179亿 | 7.45 | | 601011 | 宝泰隆 | 1 | 4.45 | 67.43 乙 | 3.53 | | 600792 | 云煤能源 | | 4.01 | 46.06亿 | 6.96 | | 600121 | 郑州煤电 | | 3.93 | 54.83亿 | 7.91 | | 600740 | 山西焦化 | | 3.65 | 102亿 | 5.85 | | 601918 | 新集能源 | 1 | 2.98 | 179亿 ...

（来源：河北新闻网） 河北日报讯（见习记者康晓博）1月6日，国家电投集团综合智慧能源有限公司正式迁址雄安新区，成为 2026年首家落户雄安新区的市场化疏解央企二级子公司。 国家电投集团综合智慧能源有限公司是国家电投集团为适应新型电力系统和新型能源体系建设新要求， 聚焦综合智慧能源产业高质量发展和用户侧综合智慧能源创新，整合相关业务板块组建的专业化公司。 此前，国家电投集团已在雄安新区布局。2018年，国家电投集团雄安能源有限公司注册成立，率先在雄 安新区能源领域开展众多示范项目；2025年8月，国家电投集团雄安基地项目完成土地出让，正加快推 动开工建设；2025年10月，国家电投集团置业项目专业化运营管理平台国电投置业（雄安）有限公司注 册成立。 "国家电投集团的系统性布局是雄安新区以承接疏解带动区域发展、引领科技创新、加速产业集聚的生 动实践。我们坚持一切工作围绕承接疏解、服务疏解、配套疏解、支撑疏解，积极打造市场化、法治 化、国际化一流营商环境，支持疏解企业通过市场机制实现更好发展。"雄安新区商务和投资促进局有 关负责人表示。 目前，雄安新区能源央企集聚效应显著。华能、华电、大唐3家能源央企总部落户雄安， ...

此前，国家电投集团已在雄安新区持续布局：2018年，国家电投集团雄安能源有限公司注册成立，率先 在雄安新区能源领域开展众多示范项目。2025年8月，国家电投集团雄安基地项目完成土地出让，正加 快推动开工建设。2025年10月，国家电投集团置业项目专业化运营管理平台国电投置业(雄安)有限公司 注册成立。 河北雄安新区商务和投资促进局有关负责人表示，国家电投集团的系统性布局是雄安新区以承接疏解带 动区域发展、引领科技创新、加速产业集聚的生动实践。 中新网雄安1月6日电 (赵丹媚 韩冰)6日，国家电投集团综合智慧能源有限公司(以下简称"电投综能")正 式迁址至雄安新区，成为雄安新区2026年首家市场化疏解的央企二级子公司。 电投综能是国家电力投资集团有限公司(以下简称"国家电投集团")为适应新型电力系统和新型能源体系 建设新要求，聚焦综合智慧能源产业高质量发展和用户侧综合智慧能源创新，整合相关业务板块组建的 专业化公司。 目前，雄安新区能源央企集聚效应显著。中国华能集团有限公司等3家能源央企总部落户雄安，国家能 源投资集团有限责任公司、中国核工业集团有限公司等能源央企集中在雄安新区布局二三级子公司或创 新业务板块。 ...

根据《上海证券交易所股票上市规则》《上海证券交易所上市 公司自律监管指引第 1 号——规范运作》和《公司章程》《独立董 事制度》《关联交易决策制度》等有关规定，我们作为中煤新集能 源股份有限公司（以下简称"公司"）独立董事，于 2026 年 1 月 4 日 召开了第十一届董事会独立董事专门会议 2026 年第一次会议，认真 审核公司提交的十一届四次董事会相关材料，并与公司相关人员进 行了有效沟通，基于独立、客观判断的原则，提出如下审核意见： 二、关于公司与中国中煤能源集团有限公司及其控股企业关联 1 中煤新集能源股份有限公司第十一届董事会 独立董事专门会议 2026 年第一次会议审核意见 一、关于公司与安徽楚源工贸有限公司日常关联交易的审核意 见 作为公司独立董事，我们对公司与关联方安徽楚源工贸有限公 司（以下简称"楚源工贸"）发生的日常关联交易相关议案进行了认真 审核，发表审核意见如下： 1、公司基于生产经营需要,与关联方楚源工贸开展日常关联交 易，公司2025年与楚源工贸的关联交易总量在合理范围内、关联交 易定价公允，公司合理预测了2026年与楚源工贸日常关联交易额度， 本次关联交易遵循了公开、公平、合理 ...