证券代码：603693 证券简称：江苏新能 公告编号：2026-001 江苏省新能源开发股份有限公司 关于控股股东先行投资大丰 H19#海上风电项目获得 核准批复的公告 2025 年 11 月 7 日，公司召开 2025 年第二次临时股东会审议通过上述议案。 二、核准情况 近日，大丰项目的项目公司收到江苏省发展和改革委员会于 2026 年 1 月 7 日出具的《省发展改革委关于江苏国信大丰 H19#海上风电项目核准的批复》（苏 发改能源发〔2026〕9 号），主要内容如下： 依据《行政许可法》《江苏省企业投资项目核准和备案管理办法》等有关规 定，同意建设大丰 H19#海上风电项目。项目法人为江苏国信润丰海上风力发电 有限公司。项目建设场址位于盐城市大丰区东部黄海海域，总装机规模 50.6 万 千瓦。项目总投资为 51 亿元。 特此公告。 江苏省新能源开发股份有限公司董事会 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、事项概述 为了支持江苏省新能源开发股份有限公司（以下简称"公司"）争取海上风 电资源，公司控股股东江苏省 ...

Core Viewpoint - Jiangsu Xinneng (603693.SH) has received approval for the Dafeng H19 offshore wind power project, which is expected to enhance its renewable energy portfolio and contribute to the region's energy transition [1] Project Approval - The project has been approved by the Jiangsu Provincial Development and Reform Commission on January 7, 2026 [1] - The project is in accordance with the Administrative Licensing Law and relevant regulations for enterprise investment project approval in Jiangsu Province [1] Project Details - The project is located in the eastern Yellow Sea area of Dafeng District, Yancheng City [1] - The total installed capacity of the project is 506,000 kilowatts [1] - The total investment for the project is 5.1 billion yuan [1]

格隆汇1月8日丨江苏新能(603693.SH)公布，近日，大丰项目的项目公司收到江苏省发展和改革委员会 于2026年1月7日出具的《省发展改革委关于江苏国信大丰 H19#海上风电项目核准的批复》(苏发改能源 发〔2026〕9号)，主要内容如下： 依据《行政许可法》《江苏省企业投资项目核准和备案管理办法》等有关规定，同意建设大丰 H19#海 上风电项目。项目法人为江苏国信润丰海上风力发电有限公司。项目建设场址位于盐城市大丰区东部黄 海海域，总装机规模50.6万千瓦。项目总投资为51亿元。 ...

Core Viewpoint - The company has been awarded the development rights for the 2024 offshore wind power project in Jiangsu Province, led by its controlling shareholder, Guoxin Group [1] Group 1: Project Details - The total investment for the Yancheng Dafeng H19 offshore wind power project is 5.1 billion yuan [1] - The project has a total installed capacity of 506,000 kilowatts [1] - The project has received approval from the Jiangsu Provincial Development and Reform Commission [1] Group 2: Support from Guoxin Group - Guoxin Group has agreed to make an initial investment in the Yancheng Dafeng H19 offshore wind power project to support the company's efforts in securing offshore wind resources [1]

Core Viewpoint - Jixin Technology (601218) has indicated that the business registration changes related to Jiangsu Xinneng Bearing Manufacturing Co., Ltd. are not yet completed, and the company will conduct reasonable financial processing according to accounting standards and relevant regulations [1] Group 1 - Jixin Technology is currently addressing investor inquiries regarding the status of Jiangsu Xinneng Bearing Manufacturing Co., Ltd.'s business registration changes [1] - The company emphasizes adherence to accounting standards and regulations in its financial processing related to the incomplete registration [1]

Core Insights - The article highlights the significant milestone of Jiangsu's renewable energy capacity surpassing 100 million kilowatts by 2025, marking it as a leader in the Yangtze River Delta region [1][3] - The narrative emphasizes the integration of renewable energy into daily life, showcasing how solar panels and wind energy are transforming local economies and lifestyles [2][6] Group 1: Renewable Energy Capacity - Jiangsu's renewable energy installed capacity reached 100 million kilowatts, accounting for 46% of the province's total power generation capacity [3] - By the end of last year, the total renewable energy capacity exceeded 115 million kilowatts, solidifying its position as the largest power source in Jiangsu [6] Group 2: Economic Impact - The deployment of solar panels in rural areas has led to significant income increases for households, with an average earning of over 100,000 yuan per household in the first ten years [2] - The renewable energy sector has created a robust industrial chain in Jiangsu, with over 40% of the country's photovoltaic component production capacity concentrated in the province [6] Group 3: Technological Innovations - Jiangsu has developed a smart control system capable of real-time monitoring and power forecasting for over 900,000 distributed solar power units [5] - Energy storage stations and electric vehicle battery integration into the grid are being implemented to enhance grid stability and reliability [5] Group 4: Future Outlook - The article suggests that the renewable energy journey in Jiangsu is not just about increasing capacity but also about embedding sustainable practices into economic development and daily life [7] - The ongoing advancements in technology and infrastructure are expected to further facilitate the integration of renewable energy into the grid, ensuring a stable and reliable power supply [4][5]

Core Insights - Jiangsu Province has achieved a record increase in thermal power generation capacity, adding 10.4 million kilowatts in 2025, the highest in nearly 20 years [2] - The energy structure in Jiangsu is continuously optimizing, with renewable energy capacity reaching 11.193 million kilowatts, making it the largest power source in the province [2] - Thermal power is transitioning from a "main power source" to a "supportive and regulatory power source," playing an essential role in ensuring power supply security and facilitating renewable energy consumption [2] Group 1 - As of December 30, 2025, the commissioning of two new thermal power units has contributed to a total thermal power capacity increase of 10.4 million kilowatts in Jiangsu [2] - On August 23, 2025, Jiangsu's power grid demonstrated its capability to balance supply and demand, with coal-fired units providing 85% of the total output during peak hours [2] - The province has initiated two batches of coal power projects since 2022, totaling 23.94 million kilowatts, to enhance power supply reliability [3] Group 2 - The new thermal power units being commissioned are characterized by advanced ultra-supercritical reheat technology, achieving a coal consumption rate of below 260 grams of standard coal per kilowatt-hour [3] - By the end of 2025, the cumulative deep peak regulation electricity from coal-fired units reached 9.23 billion kilowatt-hours, equivalent to the annual electricity consumption of 2.3 million households being replaced by clean energy [4] - The design of new coal-fired units since 2022 allows for a minimum output of 20%, significantly enhancing grid flexibility and supporting efficient renewable energy consumption [4]

Core Viewpoint - The article highlights the ongoing reforms in China's capital market, particularly in Jiangsu province, aimed at enhancing support for technology innovation enterprises and facilitating their access to financing through various initiatives and policies [1][2][8]. Group 1: Financing Reforms and Initiatives - The China Securities Regulatory Commission (CSRC) has introduced multiple measures such as the "16 Articles on Science and Technology Innovation" and the "8 Articles on the Science and Technology Innovation Board" to improve financing channels for innovative companies [1]. - Jiangsu's capital market has seen a significant increase in the number of listed companies, with 29 new domestic listings expected by 2025, accounting for 25% of the national total [1]. - A record was set for the speed of financing for small and medium-sized technology innovation enterprises, with a company completing the entire process from application to approval in just 34 trading days [2]. Group 2: Industry Development and Market Integration - Jiangsu's listed companies now cover a comprehensive "1650" industrial system, indicating a deep integration between the capital market and local industry [3]. - The semiconductor industry in Jiangsu is set to welcome two new listed companies by 2025, with one already marking a milestone as the first new stock on the Science and Technology Innovation Board this year [3]. - The biopharmaceutical sector is actively engaging with the capital market, with several companies expressing intentions to return to A-shares for development [3]. Group 3: New Industry Opportunities - The focus on future industries, such as artificial intelligence and commercial aerospace, is emphasized as part of Jiangsu's strategic development, with reforms extending support to these sectors [4][5]. - Several companies are planning to apply for the fifth set of standards on the Science and Technology Innovation Board, which caters to hard-tech enterprises that may not yet be profitable but represent future technological directions [5]. Group 4: Internationalization and Market Expansion - Jiangsu has seen an increase in companies successfully obtaining listings in Hong Kong, with the total number of A+H listed companies reaching 9, indicating a growing international presence [6]. - A biopharmaceutical company raised approximately HKD 9.89 billion in its IPO on the Hong Kong Stock Exchange, marking the largest financing scale in the Hong Kong medical sector since 2020 [6]. Group 5: Quality and Governance in Listings - The Jiangsu Securities Regulatory Bureau emphasizes the importance of balancing development and safety, focusing on high-quality listings through proactive regulatory support [7]. - Over 20 specialized policy seminars and case analysis meetings have been conducted to guide companies in establishing a correct understanding of the listing process and governance [7]. - The regulatory body aims to enhance the quality of listed companies by ensuring that capital flows towards enterprises that represent technological and industrial innovation [7]. Group 6: Future Outlook - The Jiangsu Securities Regulatory Bureau plans to enhance the inclusivity and adaptability of capital market systems to support technological self-reliance and cultivate new productive forces [8]. - The bureau will implement measures to ensure that supportive policies effectively reach enterprises, translating reform policies into development momentum [8].

Core Insights - The collaboration between Jiangsu and Xinjiang is transforming the economic landscape of the Ili River Valley through various industrial projects and employment initiatives, enhancing local livelihoods and fostering sustainable development [1][4][17] Group 1: Industrial Development - Jiangsu's assistance has led to the establishment of 96 aid projects with a total funding of 1.276 billion yuan, focusing on building a robust industrial support system in the Ili region [1] - The Ili County textile industrial park has grown to host 22 textile and apparel companies, achieving an output value of over 2.5 billion yuan in 2024, a 43% increase year-on-year, and employing 4,067 people, with 76% being ethnic minorities [2][15] - The XuZhou (Kuytun) Technology Industrial Park has reported an annual output value exceeding 3.8 billion yuan in 2024, becoming a model for cross-regional cooperation [3] Group 2: Employment and Skills Training - Jiangsu's initiatives have created over 9,031 jobs in 2024, with a 17% increase from the previous year, and 5,700 of these jobs are held by ethnic minorities [15][16] - The establishment of a vocational training base has trained 9,432 individuals in various skills, significantly improving employment opportunities for local residents [11][10] - A job fair organized in May 2025 provided 2,000 job opportunities across various sectors, with an average salary of 5,000 yuan, showcasing the commitment to diverse employment options [14] Group 3: Agricultural and Consumer Products - The "Su Agricultural Science" brand has successfully launched a raspberry juice product, achieving over 1,000 orders within five days, highlighting the potential of local agricultural products in the market [7] - The establishment of the "Su Yun Yi Qing · Ili Specialty Agricultural Products Marketing Center" has facilitated partnerships with 68 cooperatives and enterprises, enhancing the sales of Ili's agricultural products [8] - Jiangsu's support has led to the establishment of 49 rural revitalization demonstration points, promoting various economic crops and benefiting over 20,000 farmers [3] Group 4: Investment and Economic Growth - Jiangsu's investment in Ili has resulted in over 90 billion yuan in industrial output, with 16 enterprises achieving over 1 billion yuan in annual output [6] - The successful landing of projects like the 450,000-spindle textile project has pushed the textile industry output in Ili to over 8 billion yuan [5] - Jiangsu's collaboration has attracted significant investments from various sectors, including a 3.5 billion yuan heating and ventilation industrial park, expected to create over 400 jobs upon completion [5] Group 5: Cultural and Tourism Development - The development of tourism infrastructure is projected to attract over 12.5 million visitors by 2025, significantly boosting local employment in hospitality and related sectors [15] - Jiangsu's initiatives have transformed winter tourism, generating 30,000 jobs in the winter season alone, as local residents capitalize on tourism opportunities [15]

Core Insights - The development of offshore wind power in Shandong has established a significant green energy production capacity, with 235 giant wind turbines generating 4.35 billion kilowatt-hours of green electricity annually, equivalent to the carbon absorption of 14 million trees [1] - The offshore wind power sector in Shandong has become a new highland for development, with a cumulative installed capacity of 5.92 million kilowatts as of October 2023, contributing to the province's green and low-carbon development [1] - The integration of AI and advanced technologies in offshore wind farm operations is enhancing efficiency and safety, with AI systems capable of real-time monitoring and alerting for maintenance needs [2][4] Offshore Wind Power Development - Shandong's offshore wind power journey began five years ago, leading to the establishment of an industrial cluster with leading companies such as CRRC, Mingyang Smart Energy, and Zhongtian Technology [1] - The operational maintenance costs for offshore wind power typically account for 20%-30% of the project construction costs, which is significantly higher than that of onshore wind power [1] Technological Innovations - The implementation of AI in offshore wind farm operations has improved maintenance efficiency, with systems capable of identifying safety compliance and potential equipment issues [2] - A 5G base station has been installed on wind turbines, extending communication coverage up to 77 kilometers, which enhances operational response capabilities [3] - The deployment of inspection robots has replaced 70% of manual inspection work, ensuring safety while increasing operational efficiency [3] Energy Transition and Future Goals - Shandong aims to achieve a total installed power capacity of over 250 million kilowatts by October 2025, with a projected power generation of around 700 billion kilowatt-hours [4][5] - The province is committed to a multi-faceted approach to clean energy development, with one-third of electricity consumption coming from clean energy sources [5]