总体来看，集团在核心业务突破与长期价值培育上取得关键进展。无论是国内市场对高品质智能产品的 需求挖掘，还是海外市场对差异化解决方案的拓展，集团始终以市场为导向调整经营策略，确保业务发 展"稳中有进、进中提质"，为后续增长积蓄了充足动能。 新能源业务收入增长近54% 成为增长新引擎 上半年，创维集团新能源业务实现跨越式发展，成为集团最重要的增长动力。其中，新能源业务收入为 138.01亿元，同比大幅增长近54%，占集团总营收比例提升至38%，标志着该业务已从"战略培育"阶段 迈入"规模贡献"阶段。截至6月30日，集团累计建成并网运营的光伏电站装机容量突破25.6吉瓦，规模 与效益同步领先行业。 在业务模式上，集团首创的"光伏+普惠+数字科技"模式持续落地见效，户用分布式光伏业务跃居行业 领先地位。其中，首创的户用光伏建筑一体化（BIPV）产品更是打破传统电站安装局限，根据不同房 型与用户需求定制解决方案，实现"收益、实用、美观"三者兼顾，重新定义行业标准。 同时，集团进一步完善光伏上下游产业链布局，实现光伏发电、储能及充电技术整合，布局"源网荷储 一体化"建设，并将业务成功拓展至光伏支架、组件、逆变器和储能业务 ...

8月28日晚间，创维集团有限公司（00751.HK）发布2025年中期业绩。报告显示，上半年集团实现营业 收入362.64亿元，较去年同期的301.53亿元显著提升20.3%，创历史同期新高。其中，中国内地市场的 营业额约282.90亿元（未扣除其他营业税），同比提升24.6%。主要由于新能源业务表现亮眼，其收入 较去年同期大幅上升53.5%。海外市场的整体营业额达80.53亿元（未扣除其他营业税），同比提升 7.1%，全球化布局的深度与广度进一步拓展。 总体来看，集团在核心业务突破与长期价值培育上取得关键进展。无论是国内市场对高品质智能产品的 需求挖掘，还是海外市场对差异化解决方案的拓展，集团始终以市场为导向调整经营策略，确保业务发 展"稳中有进、进中提质"，为后续增长积蓄了充足动能。 新能源业务收入增长近54% 成为增长新引擎 上半年，创维集团新能源业务实现跨越式发展，成为集团最重要的增长动力。其中，新能源业务收入为 138.01亿元，同比大幅增长近54%，占集团总营收比例提升至38%，标志着该业务已从"战略培育"阶段 迈入"规模贡献"阶段。截至6月30日，集团累计建成并网运营的光伏电站装机容量突破25. ...

据证券之星公开数据整理，近期华民股份(300345)发布2025年中报。截至本报告期末，公司营业总收入 4.56亿元，同比下降3.06%，归母净利润-8088.68万元，同比上升40.78%。按单季度数据看，第二季度营 业总收入2.16亿元，同比下降9.95%，第二季度归母净利润-4782.79万元，同比上升46.55%。本报告期华 民股份三费占比上升明显，财务费用、销售费用和管理费用总和占总营收同比增幅达39.76%。 本次财报公布的各项数据指标表现一般。其中，毛利率0.49%，同比增102.81%，净利率-20.18%，同比 增41.6%，销售费用、管理费用、财务费用总计8574.35万元，三费占营收比18.8%，同比增39.76%，每 股净资产0.91元，同比减29.92%，每股经营性现金流-0.14元，同比减118.1%，每股收益-0.14元，同比 增40.91% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 4.7亿 | 4.56亿 | -3.06% | | 归母浄利润（元） | -1.37 Z | ...

近日，2025年电力信息通信新技术大会在武汉召开。本次大会由中国能源研究会主办，旨在探讨电力信息通信技术的前沿技术与发展趋势，推 动能源绿色低碳转型，助力新型电力系统建设。大会吸引了来自电网企业、发电集团、电力建设单位、科研院所及信息通信产业界超过800位代表参 会。中兴通讯作为协办单位，在大会上全面展示了在电力信息通信领域的前沿技术、创新方案及行业实践。 在主旨报告环节，中兴通讯有线产品市场总经理胡俊劼发表了题为《电算协同，算网融合，助力电力行业数智化发展》的演讲，提出新型电力系统正面 临能源生产与消费逆向分布、电网调峰瓶颈和负载规模性增长三大核心挑战，并提出"电算共生"理念，倡导构建"安全高效、柔性灵活、智慧融合"的新型电 力通信网络体系。 在实践成果展示区，中兴通讯以"绿色低碳，数智电力"为主题，呈现了面向电力通信及数字化业务的全栈解决方案。在通信网络方面，新一代fgOTN方 案强化主网韧性；配用电网引入高隔离GPON、工业以太网交换机、SPN-CPE等多元接入方案，助力打造透明台区与融合配网；数字化场站等创新场景方案 有效支持电力生产业务提质增效；全栈解耦的电力智算应用全面满足AI场景需求；新一代国产 ...

8月27日晚间，华民股份（300345）(股票代码：300345)发布2025年半年报。报告显示，2025年上半年 公司营收4.56亿元，同比减少3.06%，与去年同期基本持平；归母净利润-0.81亿元，较上年同期大幅减 亏，毛利率显著提升。在光伏产业链价格触底回暖的大背景下，华民股份正以"新能源+新科技"双轮驱 动的模式，打造公司多元化发展格局。 据悉，华民股份与天太机器人的合作以"场景定义者+技术赋能者"为核心定位，通过客户复用和技术嫁 接，探索解决机器人续航痛点。华民股份表示，待双方协同效应充分显现后，将在天太机器人启动上市 进程时，择机行使优先并购权，从而深化在这一领域的布局。 面向未来，华民股份表示，公司将通过"新能源+新科技"双赛道协同发展，以具身智能等硬科技为突破 口，将新能源场景与先进制造深度融合，持续提升公司核心竞争力和行业影响力，最终实现可持续、高 质量的长远发展。(胡敏) 在光伏行业回暖背景下，华民股份积极推动降本增效，成功将非硅成本降至历史最低水平，2025年上半 年净利润较去年同期实现大幅减亏。 公司不仅在成本控制上表现突出，在技术创新与应用场景拓展方面也取得进展。半年报显示，华民股 ...

2025 年 08 月 27 日 公司研究●证券研究报告 国能日新（301162.SZ） 公司快报 功率预测主业高增，创新业务构筑新动能 投资要点 | | | | 投资评级 | 买入(维持) | | --- | --- | | 股价(2025-08-26) | 元 54.21 | | 交易数据 | | | 总市值（百万元） | 7,187.36 | | 流通市值（百万元） | 4,620.08 | | 总股本（百万股） | 132.58 | | 流通股本（百万股） | 85.23 | 一年股价表现 资料来源：聚源 升幅% 1M 3M 12M | 相对收益 | -6.77 | -1.68 | 66.12 | | --- | --- | --- | --- | | 绝对收益 | 1.12 | 13.67 | 100.07 | | 分析师 | | | 贺朝晖 | | SAC | | 执业证书编号：S0910525030003 | | hezhaohui@huajinsc.cn 分析师 周涛 SAC 执业证书编号：S0910523050001 zhoutao@huajinsc.cn 相关报告 国能日新：核心业务稳健增 ...

据证券之星公开数据整理，近期易成新能（300080）发布2025年中报。截至本报告期末，公司营业总收 入20.69亿元，同比上升9.71%，归母净利润-1.7亿元，同比上升61.65%。按单季度数据看，第二季度营 业总收入11.01亿元，同比上升9.89%，第二季度归母净利润-1.22亿元，同比上升67.34%。本报告期易成 新能盈利能力上升，毛利率同比增幅33.19%，净利率同比增幅63.24%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率6.19%，同比增33.19%，净利率-10.59%，同比 增63.4%，销售费用、管理费用、财务费用总计2.46亿元，三费占营收比11.88%，同比减31.32%，每股 净资产2.64元，同比减8.35%，每股经营性现金流-0.14元，同比减299.65%，每股收益-0.09元，同比增 56.39% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 18.86 Z | 20.69 Z | 9.71% | | 归母浄利润（元） | -4.43/Z | -1.7亿 | 61 ...

Core Viewpoint - The construction of zero-carbon parks is a crucial strategy for promoting green transformation in China, addressing challenges such as increasing pressure on renewable energy consumption and the difficulty of deep carbon reduction in high-energy-consuming industries [2][5]. Group 1: Zero-Carbon Park Definition and Importance - Zero-carbon parks aim to reduce carbon emissions from production and living activities to "near-zero" levels and are essential for achieving a "net-zero" condition [2]. - The National Development and Reform Commission (NDRC) has issued a notice to support the establishment of zero-carbon parks, emphasizing their role in contributing to carbon reduction and serving as practical examples for building a "zero-carbon society" [2][5]. Group 2: Energy Consumption and Green Electricity - Jiangsu's Dafeng Port Zero-Carbon Industrial Park utilizes a 13.76 MW centralized photovoltaic power station to supply green electricity directly to enterprises, ensuring a clear physical traceability of energy sources [3][4]. - The park aims for over 85% of its electricity consumption to come from traceable green electricity by 2030 [4]. - In Inner Mongolia, a new distribution network and a 220 kV substation have been established to supply 900 million kWh of green electricity annually, supported by a 385,000 kW wind-solar-storage project [4]. Group 3: Carbon Emission Standards and Goals - The NDRC has introduced a core indicator for evaluating zero-carbon parks: "carbon emissions per unit of energy consumption," aiming for a reduction of 90% from the current national average of 2.1 tons of CO2 per ton of standard coal [5]. - Specific targets include maintaining carbon emissions below 0.2 tons per ton of standard coal for parks consuming 200,000 to 1,000,000 tons of energy annually, and below 0.3 tons for those consuming over 1,000,000 tons [5]. Group 4: Industrial Structure Optimization - The transition to zero-carbon parks involves optimizing industrial structures to enhance "green competitiveness," with traditional high-energy-consuming industries like steel and paper being targeted for upgrades [7][8]. - New industries with low energy consumption and high added value are being developed, such as photovoltaic and hydrogen fuel cell manufacturing in the Ordos zero-carbon industrial park [8][9]. Group 5: Management and Technological Integration - The establishment of smart management platforms in zero-carbon parks allows for real-time monitoring of carbon emissions and energy consumption, enhancing management efficiency [10]. - The NDRC has set additional guiding indicators, including clean energy consumption ratios and resource recycling rates, to promote comprehensive energy management and resource conservation [10][11]. Group 6: Systematic Approach to Zero-Carbon Parks - The construction of zero-carbon parks is a systematic project requiring coordinated planning and execution, with the NDRC planning to support the establishment of national-level zero-carbon parks through pilot projects and funding [11].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002448 证券简称：中原内配 公告编号：2025-033 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期内变更 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 二、公司基本情况 1、公司简介 ■ 2、主要会 ...

Summary of the Conference Call for 双杰电器 Company Overview - **Company**: 双杰电器 (Shuangjie Electric) - **Industry**: New Energy and Smart Electrical Equipment Key Points and Arguments 1. **Revenue Breakdown**: In the first half of 2025, new energy revenue accounted for 60% of total revenue, surpassing the transmission and distribution segment for the first time. New energy business revenue reached 1.42 billion yuan, a year-on-year increase of 74% [2][3][5] 2. **Overall Financial Performance**: Total revenue for the first half of 2025 was 2.38 billion yuan, a 42% increase year-on-year, with net profit at 104 million yuan, up 20% [3][4] 3. **EPC Contracts**: The company confirmed 70%-75% of orders for the Ningxiang supporting project, with a total scale of approximately 1.65 billion yuan, of which 1.5 billion yuan is for EPC contracts [2][13] 4. **Growth in Smart Electrical Equipment**: Revenue from smart electrical equipment was 943 million yuan, a year-on-year increase of 11%, benefiting from changes in national procurement policies [2][5][11] 5. **Progress in Four Key Areas**: The company made advancements in the four key areas of source, network, load, and storage, providing comprehensive solutions in solar and wind energy [6][8][33] 6. **Contract Growth**: New contract value reached 2.2 billion yuan in the first half of 2025, a 44% increase year-on-year, with a backlog of orders between 3 to 4 billion yuan [4][20] 7. **International Expansion**: Plans to invest in the first overseas photovoltaic project in Kyrgyzstan to further expand international market presence [2][9][24] 8. **Cost Management**: Gross margin for smart electrical equipment improved by 4 percentage points due to economies of scale, reduced raw material costs, and internal cost-cutting measures [4][14] 9. **Future Outlook**: The company aims to significantly enhance its new energy business over the next 1-3 years, particularly in integrated source, network, load, and storage solutions [4][31][34] Additional Important Information 1. **Digital Transformation**: The company has implemented digital transformation strategies to reduce production and procurement costs, utilizing AI for forecasting and design [7] 2. **Employee Incentives**: Increased management expenses due to employee incentive plans and the need for more personnel to support new production capacity [27][28] 3. **Market Position**: The company has established a competitive advantage in the European market with solid insulation ring network cabinets and environmentally friendly gas cabinets [23] 4. **Future Revenue Projections**: The company anticipates significant growth in overseas revenue, particularly in the new energy sector, although specific forecasts remain uncertain due to project timelines [25][26] This summary encapsulates the key insights and developments discussed during the conference call, highlighting the company's strategic direction and performance metrics.