公司公告汇总 盘江股份第七届董事会2025年第七次临时会议审议通过了两项议案。第一项议案为向盘江新能源发电 （盘州）有限公司增加投资14400万元，认缴其新增注册资本14400万元，用于盘州市落喜河风电场项目 建设。第二项议案为修改部分公司治理制度，包括但不限于董事会各委员会工作细则、董事会秘书工作 制度、独立董事工作制度、股东和高管持股管理办法等。 业绩披露要点 截至2025年7月25日收盘，盘江股份（600395）报收于5.23元，较上周的4.89元上涨6.95%。本周，盘江 股份7月23日盘中最高价报5.31元。7月21日盘中最低价报4.91元。盘江股份当前最新总市值112.27亿 元，在煤炭开采板块市值排名19/30，在两市A股市值排名1552/5148。 本周关注点 中审众环会计师事务所针对贵州盘江精煤股份有限公司2024年年度报告的信息披露监管问询函进行了回 复。报告期末，公司货币资金余额17.1亿元，占流动资产的27.22%，四个季度末货币资金余额均值 22.60亿元。报告期内利息收入0.08亿元，占前述货币资金余额平均值的0.35%。期末存放在财务公司的 货币资金1.22亿元，报告期内公司在财 ...

证券代码：600483 证券简称：福能股份 公告编号：2025-035 ■ 2025年4-6月发电量变动主要原因：受风况变化影响，风电机组发电量同比下降；根据电力现货市场运 行情况，燃煤火电机组以发"有效益"电为目标，发电量同比下降。 特此公告。 福建福能股份有限公司董事会 2025年7月26日 福建福能股份有限公司 2025年上半年经营信息公告 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。 根据福建福能股份有限公司（以下简称公司）的初步统计，2025年第二季度，公司各运行电厂按合并报 表口径完成发电量54.33亿千瓦时，同比减少6.85%；完成上网电量51.57亿千瓦时，同比减少6.95%；完 成供热量255.48万吨，同比减少10.25%。2025年上半年，累计完成发电量107.72亿千瓦时，同比减少 3.47%；累计完成上网电量102.30亿千瓦时，同比减少3.56%；累计完成供热量464.43万吨，同比减少 4.53%。 详细情况如下表： 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 ...

国家能源局 综合司印发《浙江、河南、广东省分布式可再生能源发电项目绿证核发工作方案》，经研 究，在浙江、河南、广东省探索开展分布式可再生能源发电项目绿证核发全覆盖工作，并制定了《浙 江、河南、广东省分布式可再生能源发电项目绿证核发工作方案》，力争在2025年12月底前基本实现分 布式项目绿证核发全覆盖。 ...

2025年7月19日，"世纪工程"雅鲁藏布江下游水电工程正式开工。在此消息催化下本周前两个交易日 （7/21-7/22）A股多板块表现活跃，其中光伏板块延续前期的反弹态势并吸引资金强势流入相关个股和 产品。Wind数据显示，目前全市场规模居同类之首的光伏ETF（515790）7月22日净申购份额达6.70亿 份，净流入金额达4.96亿元，一举刷新2025年以来的单日"吸金"纪录。 伴随着资金的积极加码，产品的成交额也同步放量。据Wind数据，光伏ETF（515790）7月22日全天成 交额达12.54亿元，环比大增98.66%，7月以来日均成交额达8.17亿元，流动性优势得到进一步升级。交 易所数据显示，截至2025/7/22，在资金助推下，光伏ETF（515790）份额和规模已实现连续4周周度扩 张，其中最新份额达189.51亿份再次创下成立以来历史新高，最新规模达141.62亿元。 尽管"雅下工程"的正式开工可能会对同为清洁能源的光伏发电产生积压，但是该"史诗级"工程一方面有 望促进当地多产业发展提振经济活力从而带动光伏消纳比例的提升；另一方面有望带来更多的电力外送 基础建设，光伏发电或可与水力发电共享输 ...

内容概要：太阳能光热发电（CSP）通过聚光系统将太阳光聚焦，加热工作介质（通常为熔盐或导热 油），产生高温蒸汽驱动汽轮机发电。根据收集太阳光装置的不同，太阳能热发电一般分为槽式、塔 式、线性菲涅尔式，以及碟式—斯特林等技术路线。国内光热发电项目集中在2018-2019年投运，随后 于2020年初出台的《关于促进非水可再生能源发电健康发展的若干意见》明确，新增光热项目不再纳入 中央财政补贴范围，光热发电的良好发展势头受到明显影响。2023年3月，国家能源局发布《关于推动 光热发电规模化发展有关事项的通知》，推高光热发电行业热度，2024年光热发电新增装机容量大幅增 长，截至2024年末，我国光热发电累计装机容量达838.2MW，占全球总规模的10.6%，同比提升2.8个百 分点。中国光热发电项目以塔式为主，占比57.38%，塔式具备较高的能量转换效率、更大的规模容 量。其次槽式占比22.67%，线菲式占比19.92%。截止2024年末，我国已有19个光热发电项目投运，其 中2024年新增4个项目，新增装机规模250.2MW。中国科学院电工研究所延庆超临界二氧化碳光热实验 电站为首座超临界二氧化碳光热发电机组，装 ...

股票简称：广州发展 股票代码：600098 公告编号：临 2025-043 号 公司债券简称：21 穗发 01、21 穗发 02、22 穗发 01、22 穗发 02 公司债券代码：188103、188281、185829、137727 广州发展集团股份有限公司 2025 年上半年主要生产经营数据公告 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。 截至 2025 年 6 月 30 日，公司主要生产经营数据如下： 一、电力业务 2025 年 4-6 月，公司合并口径发电企业累计完成发电量 66.10 亿千瓦时，上网电量（含光伏发电售电量）63.43 亿千 瓦时，与去年同期相比分别增长 6.64%和 7.15%。2025 年 1-6 月，公司合并口径发电企业累计完成发电量 118.47 亿千瓦 时，上网电量（含光伏发电售电量）113.72 亿千瓦时，与去 年同期相比分别下降 1.88%和 1.49%。 公司合并口径发电企业电量（以亿千瓦时计）具体情况 如下： 1 控股电厂 4-6 月 1-6 月 发电量 同比 （%） 上网电 量 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - The company's coal-fired power generation volume decreased by 3.46% year-on-year in Q2, but the decline was significantly narrower compared to Q1. Gas-fired power generation increased by 9.16% year-on-year. The average on-grid electricity price in Q2 was 0.482 yuan/kWh, a decrease of 0.017 yuan/kWh year-on-year. The average price of Qinhuangdao Q5500 thermal coal fell by 216.84 yuan/ton year-on-year, which will effectively alleviate the pressure from the decline in volume and price, leading to an expected improvement in coal-fired power performance in Q2. The rapid growth of renewable energy generation, driven by continuous capacity expansion, is also a positive factor for the company's performance outlook [2][12]. Summary by Sections Performance Overview - In Q2 2025, the company achieved an on-grid electricity volume of 99.049 billion kWh, a year-on-year increase of 1.44%. However, the total on-grid electricity volume for the first half of 2025 was 205.683 billion kWh, a decrease of 2.37% year-on-year. The average on-grid settlement price for the first half of 2025 was 485.27 yuan/MWh, down 2.69% year-on-year [6]. Cost and Pricing Analysis - The overall coal price has shown a downward trend in 2025, with the average price of Qinhuangdao Q5500 thermal coal at 631.61 yuan/ton in Q2, down 216.84 yuan/ton year-on-year. This significant reduction in costs is expected to alleviate the pressure from declining volume and price, leading to an improvement in the company's coal-fired power performance [12][12]. Renewable Energy Growth - The company added 1.0248 million kW of wind power and 2.8028 million kW of solar power in Q2 2025. By the end of June 2025, the total installed capacity for wind and solar power is expected to reach 20.04 million kW and 24.17 million kW, representing year-on-year growth of 21.31% and 60.18%, respectively. The rapid growth in renewable energy generation is anticipated to support stable performance in the company's renewable energy business [12][12]. Earnings Forecast - The earnings per share (EPS) for 2025-2027 are projected to be 0.78 yuan, 0.84 yuan, and 0.91 yuan, respectively, with corresponding price-to-earnings (PE) ratios of 9.02, 8.40, and 7.79 [12].

Economic Policy and Market Outlook - The Chinese government emphasizes boosting domestic consumption as a key economic task for 2025, addressing unreasonable restrictions and optimizing trade-in policies[2] - Concerns arise over the effectiveness of consumption policies due to recent retail sales underperforming expectations, prompting government action to stabilize market confidence[2] Trade and Tariff Developments - President Trump indicates potential drug tariffs by the end of July, with a possible 10% uniform tariff on small countries affecting around 150 nations[3] - Ongoing trade negotiations with India may lead to agreements before August 1, highlighting trade policy as a significant uncertainty for global markets[3] Technological Advancements and Investment - AI's next wave is expected to focus on robotic systems, enhancing human-machine collaboration in manufacturing over the next decade[4] - Meta plans to invest several hundred billion dollars in AI, aiming to lead in the deployment of large-scale AI infrastructure[4] Energy Demand and New Energy Opportunities - National power load reaches a record high of 1.506 billion kilowatts, up 0.55 million kilowatts from last year, indicating strong domestic energy demand[4] - The growth in renewable energy generation capacity, particularly in wind and solar, is anticipated to continue rapidly[4] Market Performance and Trends - Recent data shows a market turnover of 146.17 billion yuan, with a turnover rate of 3.26%[15] - The financing balance as of July 15, 2025, stands at 187.73 billion yuan, reflecting market liquidity trends[15] Sector Performance Insights - The top three performing sectors are social services, automotive, and pharmaceutical biotechnology, indicating strong investor interest[18] - Net capital inflows are highest in light manufacturing, automotive, and pharmaceutical sectors, suggesting a shift in investment focus[20] Risk Factors - Potential risks include policy measures falling short of expectations, unexpected adjustments in the real estate market, and escalating tensions in U.S.-China relations[28]

Core Viewpoint - The company is actively enhancing energy supply security in response to the ongoing high-temperature weather, ensuring stable electricity supply and supporting economic operations during peak summer demand. Group 1: Energy Supply Measures - China Huaneng is prioritizing energy security by implementing multiple strategies, including equipment reliability management, fuel supply enhancement, and emergency response measures to ensure stable electricity supply during peak summer demand [1] - Huaneng Shandong Company has been operating 56 coal-fired units at full capacity, achieving a daily electricity generation of approximately 300 million kilowatt-hours, playing a crucial role in the province's energy supply [1] - The Huaneng Binzhou 850,000-kilowatt solar project has generated over 6.22 million kilowatt-hours in a single day and over 125 million kilowatt-hours in a month, contributing significantly to renewable energy supply [1] Group 2: Operational Strategies - Huaneng Shandong is utilizing drone technology for equipment inspections and monitoring temperature changes in critical components to ensure stable green electricity supply [1] - Huaneng Gansu Company has all 28 units of its thermal power plants operational, enhancing clean energy output through a smart operation platform that monitors the status of various energy sources [2] - Huaneng Gansu's coal inventory is sufficient for over 30 days, ensuring stable power generation and supply [2] Group 3: Risk Management and Emergency Preparedness - Huaneng Northern Company is conducting comprehensive risk assessments and implementing a full-process tracking system for safety measures, with a total electricity generation of over 4.19 billion kilowatt-hours from July 1 to 15 [3] - Huaneng Inner Mongolia is enhancing transportation safety and emergency response capabilities in anticipation of extreme weather events, ensuring the stability of the electric and thermal power systems [4] - Huaneng Luohuang Power Plant is optimizing coal procurement and management strategies to maintain adequate fuel supply during peak summer and flood prevention periods [4] Group 4: Response to High Electricity Demand - Jiangsu's electricity grid has reached a record high load of 152 million kilowatts due to high temperatures, with Huaneng's compressed air energy storage plant adapting its operation to meet peak demand [6]

Economic Policy and Market Outlook - The Chinese government emphasizes boosting domestic consumption as a key economic task for 2025, addressing unreasonable restrictions and optimizing trade-in policies[2] - Concerns arise over the effectiveness of consumption policies due to recent retail sales data falling short of expectations, prompting government action to stabilize market confidence[2] Trade and Tariff Developments - President Trump indicates potential drug tariffs by the end of July, with a unified 10% tariff possibly affecting 150 countries[3] - Ongoing trade negotiations with India may lead to agreements before August 1, highlighting trade policy as a significant uncertainty for global markets[3] Technological Advancements and Investments - AI's next wave is expected to focus on robotic systems, enhancing human-machine collaboration in manufacturing over the next decade[4] - Meta plans to invest several hundred billion dollars in AI, aiming to lead in the deployment of large-scale AI infrastructure[4] Energy Sector Insights - National power load in China reaches a record high of 1.506 billion kilowatts, reflecting a 0.55 million kilowatt increase from last year, indicating strong energy demand[4] - The growth in renewable energy generation capacity, particularly in wind and solar, is anticipated to continue at a rapid pace[4] Market Performance Metrics - The latest 10-year government bond yield stands at 1.662%, with a slight change of 0.13 basis points[6] - The DR007 rate is reported at 1.529%, showing a decrease of 4.05 basis points[6] Stock Market Trends - Recent data shows a market turnover of 146.17 billion yuan, with a turnover rate of 3.26%[15] - The financing balance as of July 15, 2025, is reported at 187.73 billion yuan, indicating market liquidity trends[15] Industry Performance Highlights - The top three performing sectors are social services, automotive, and pharmaceutical biotechnology, reflecting current investment interests[18] - Net capital inflows are highest in light manufacturing, automotive, and pharmaceutical sectors, indicating investor confidence in these areas[20] Risk Factors - Potential risks include policy measures falling short of expectations, unexpected adjustments in the real estate market, and escalating tensions in U.S.-China relations[28]