登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600905 证券简称：三峡能源 公告编号：2025-058 中国三峡新能源（集团）股份有限公司关于2025年半年度业绩说明会召开情况的公告 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。 中国三峡新能源（集团）股份有限公司（以下简称公司）于2025年9月9日通过网络视频直播和现场会议 方式举办2025年半年度业绩说明会，现将召开情况公告如下： 一、基本情况 时间：2025年9月9日10:00-11:00 方式：网络视频直播+现场会议 机构名称（排名不分先后）：泰康基金、中信证券、中金公司、华泰证券、国泰海通证券、中信建投证 券、银河证券、招商证券、国信证券、广发证券、华福证券等。 公司参会人员：董事长、党委书记朱承军，总经理、党委副书记刘姿，独立董事杜至刚，总会计师、党 委委员杨庆华，董事会秘书、总法律顾问兼首席合规官杨丽迎，证券事务代表王蓉及相关部门负责人。 二、交流的主要问题及公司回复概要 1．当前公司新增核准/备案规模是多少？陆风、海风、光伏结构如何？公司目前 ...

据新华社电 今年是我国碳达峰碳中和目标提出五周年。10日，国务院关于应对气候变化和碳达峰碳中 和工作情况的报告提请全国人大常委会会议审议。 生态环境部部长黄润秋受国务院委托作报告时介绍，党的十八大以来，党中央将应对气候变化摆在国家 治理更加突出的位置，实施积极应对气候变化国家战略，作出实现碳达峰碳中和的重大战略决策， 把"双碳"工作纳入生态文明建设整体布局和经济社会发展全局。 重点领域绿色发展持续推进。2024年城镇新建绿色建筑面积16.9亿平方米，占当年城镇新建建筑面积的 97.9%。构建清洁低碳交通运输体系，2024年重点行业大宗货物清洁运输比例约70%，民航绿色转型成 效突出。同时，全国碳市场逐步完善，适应气候变化工作深入推进，基础能力稳步夯实，科技创新和政 策激励不断强化，中国为全球气候治理作出重要贡献。 "应对气候变化和碳达峰碳中和工作任重道远。"黄润秋表示，我国碳排放强度控制难度大，要用全球历 史上最短时间实现碳达峰到碳中和，完成全球最高碳强度降幅，任务十分艰巨。同时，持续推进绿色低 碳转型面临挑战，国际气候治理形势复杂严峻。 报告指出，要持续实施积极应对气候变化国家战略，积极稳妥推进碳达峰碳中和 ...

距离"十四五"规划收官已不足半年。 日前，国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会，国家能源局介绍了"十四 五"时期能源高质量发展成就。"十四五"期间，我国非化石能源消费目标将超额完成，终端用能电能比 重已达30%左右，能源投资年破万亿元。 围绕"十四五"能源转型成果、"十五五"规划方向等热点话题，近日，国家气候变化专家委员会委员，国 家"十四五"规划专家委员会委员，中国能源研究会学术顾问、原副理事长，国家发展改革委能源研究所 原所长周大地接受21世纪经济报道记者专访。 周大地表示，"十四五"时期我国能源转型已取得系统性突破，为碳达峰奠定坚实基底。面对"十五五"实 现碳达峰目标的关键时期，出路是大力发展新能源，需严格限制煤炭消费并大力发展非化石能源，通过 风光核储等零碳电力发展全面替代化石能源增量。转型需政策与市场协同发力，构建以高比例可再生能 源为核心的新型电力系统，同时推动储能规模化应用，在条件成熟的终端用能推广电气化，确保能源结 构优化与系统安全稳定运行。 "十五五"我国有望提前碳达峰 《21世纪》："十四五"规划收官在即，从能源供应、消费结构等指标看，如何评价当前能源低碳转型的 ...

新能源电力专家交流：十五五新能源装机展望 20250910 摘要 中国"十五五"规划初步目标为可再生能源装机 31 亿千瓦，其中风电 约 13 亿千瓦，光伏约 19 亿千瓦，但电力负荷增长速度若低于 5%，可 能影响目标实现。若顺利，2030 年可再生能源电量占比有望达 40%。 "十四五"期间风电占比持续下降，2023 年最低至 2:8（风光比），后 期回升至 3:7。"十五五"规划需提升风电比例至 40%左右，以实现 31 亿千瓦目标，受 136 号文影响。 预计 2026 年新能源装机面临挑战，受 136 号文和 2025 年抢装潮影响， 新结转量减少，且沙戈荒大基地项目预计 2028 年后投产，2026-2027 年或为低谷期。 2025 年风电发展不及预期，因光伏项目优先和核准项目释放量不足。 为加强新能源投资，地方政府将释放更多风电资源，竞争将放缓，需提 升风电比例以弥补光伏缺口。 预计 2025 年全国风电装机约 1.5 亿千瓦，占比 10%，较 2024 年增长 近一倍。2025 年风电并网规模预计达 1,500 万千瓦，若仅 1,200 万千 瓦，实际比例将下降。2026 年增速预计放缓。 ...

Core Insights - The 2025 China International Service Trade Fair (CIFTIS) opened in Beijing, showcasing a focus on environmental services, particularly highlighting the advancements in green low-carbon technologies by major energy companies, referred to as the "Three Barrels of Oil" (China National Petroleum Corporation, China Petroleum & Chemical Corporation, and China National Offshore Oil Corporation) [1][2]. Group 1: Energy Companies' Innovations - The "Three Barrels of Oil" prominently displayed their latest achievements in hydrogen energy and CCUS (Carbon Capture, Utilization, and Storage) technologies at the environmental service exhibition [2]. - China National Petroleum Corporation has achieved a total hydrogen production capacity of 8,100 tons per year, with a year-on-year increase of 23%, and has built 26 hydrogen refueling stations, marking a 24% growth [2]. - China National Offshore Oil Corporation has implemented over 400 energy-saving and low-carbon projects since the 14th Five-Year Plan, resulting in energy savings equivalent to 1.04 million tons of standard coal and a reduction of 3.15 million tons of CO2 emissions [2]. Group 2: Collaborative Development of Clean Energy - China Petroleum & Chemical Corporation is advancing in five key areas of new energy services: hydrogen energy, CCUS, geothermal energy, wind and solar power, and biofuels, emphasizing the need for collaborative development among these technologies [3]. - The most effective immediate reduction in emissions is through enhancing the energy efficiency of existing equipment, followed by the establishment of a new energy system centered on hydrogen, geothermal, and renewable energy [3]. Group 3: CCUS and Hydrogen as Strategic Priorities - Experts indicate that CCUS and hydrogen energy are crucial for the green low-carbon transition of the "Three Barrels of Oil," as these technologies align closely with traditional energy industry chains [5]. - The application of CCUS technology in the petrochemical industry has significantly reduced greenhouse gas emissions, with potential for expansion into more industrial sectors [5]. Group 4: Zero-Carbon Park Initiatives - The construction of zero-carbon parks is gaining momentum, with over ten domestic and international companies presenting solutions at the fair [6][9]. - The zero-carbon park management platform includes systems for virtual power plant management, industrial energy management, and AI-driven energy supply and demand management [9]. - The integration of renewable energy sources, such as distributed solar power, is essential for the energy supply system of zero-carbon parks, with a focus on energy storage and efficiency [10][11]. Group 5: Future Development and Challenges - The construction of zero-carbon parks is a complex system engineering task that requires optimization of energy structures, technological innovation, and multi-dimensional collaboration [13]. - Future development paths for zero-carbon parks should explore mechanisms for zero-carbon certification and carbon monitoring, which significantly impact the economic feasibility and long-term competitiveness of projects [13].

Core Viewpoint - The issuance of offshore RMB local government bonds by Shenzhen in Macau, led by Bank of China Macau Branch, marks a significant step in promoting green finance and sustainable development in the region [1][3]. Group 1: Bond Issuance Details - Shenzhen City Government issued offshore RMB local government bonds amounting to 1 billion RMB [1]. - The bond is a 3-year green bond themed on climate change, with a pricing interest rate of 1.74% [3]. - The issuance attracted significant market interest, with a peak order book size of 6.62 billion RMB and a subscription multiple of 6.62 times, setting a historical high for RMB bond issuance in Macau [3]. Group 2: Purpose and Impact - The funds raised from the bond will be directed towards projects such as clean transportation, aligning with Shenzhen's strategy for green and sustainable development [3]. - This initiative supports Macau's economic diversification and integration into the national development framework, showcasing a collaborative effort between Shenzhen and Macau [3]. Group 3: Future Outlook - Bank of China Macau Branch plans to leverage its expertise in cross-border debt capital markets and offshore RMB business to contribute to the development of Macau's modern financial industry [3].

Group 1 - The report highlights that this year marks the fifth anniversary of China's carbon peak and carbon neutrality goals, with significant progress made in renewable energy development and carbon intensity reduction [1] - China has built the world's largest and fastest-growing renewable energy system, contributing to a quarter of the global increase in green areas, with non-fossil energy consumption meeting the 2030 Nationally Determined Contributions (NDC) expectations [1] - By June 2025, the proportion of non-fossil energy installed capacity is expected to reach 60.9%, with solar panel and lithium battery production increasing by 3.7 times and 6.4 times respectively since the 14th Five-Year Plan [1] Group 2 - The report indicates that in 2024, new green building area in urban areas will reach 1.69 billion square meters, accounting for 97.9% of the total new urban construction area [2] - The establishment of a clean and low-carbon transportation system is underway, with approximately 70% of major goods in key industries expected to be transported cleanly by 2024 [2] - The report emphasizes the ongoing challenges in achieving carbon peak and neutrality, with a call for continued implementation of national strategies and the formulation of 2035 NDC goals to foster a new phase of green, low-carbon, and high-quality development [2]

Core Insights - The report highlights China's progress in achieving its carbon peak and carbon neutrality goals, marking the fifth anniversary of these targets [1][2] - Significant advancements have been made in renewable energy, with China establishing the world's largest and fastest-growing renewable energy system [1] - The report emphasizes the importance of continuing efforts towards green and low-carbon transformation, despite challenges ahead [2] Renewable Energy Development - China has built the largest and most complete new energy industry chain globally, contributing to a quarter of the world's new green area [1] - As of June 2025, the proportion of non-fossil energy installed capacity is expected to reach 60.9% of total installed capacity [1] - The production of photovoltaic components and lithium batteries has increased by 3.7 times and 6.4 times, respectively, since the 14th Five-Year Plan [1] Transportation and Construction - In 2024, the area of newly constructed green buildings in urban areas is projected to be 1.69 billion square meters, accounting for 97.9% of the total new urban construction area [2] - The clean transportation ratio for key industries is expected to reach approximately 70% in 2024, with notable progress in civil aviation's green transition [2] Climate Governance and Challenges - The national carbon market is gradually improving, with ongoing efforts in climate change adaptation and foundational capacity building [2] - The report acknowledges the significant challenges in controlling carbon emission intensity and achieving peak carbon emissions in the shortest historical timeframe [2] - A call for the continuous implementation of a proactive national strategy to address climate change and promote high-quality green development is emphasized [2]

Core Viewpoint - The report highlights significant progress in green building initiatives and energy transition in China, with a target of 1.69 billion square meters of new green buildings in urban areas by 2024, representing 97.9% of total new construction [1][2]. Group 1: Green Building Development - In 2024, the area of newly constructed green buildings in urban areas is projected to reach 1.69 billion square meters, accounting for 97.9% of the total new building area [1]. - The government is committed to promoting high-quality development of green buildings and advancing green construction practices [1]. Group 2: Energy Transition - By June 2025, the installed capacity of non-fossil energy is expected to reach 2.22 billion kilowatts, making up 60.9% of the total installed capacity [1]. - The report emphasizes the importance of improving the clean and efficient use of fossil energy, including the elimination of outdated coal power capacity and the steady increase in natural gas production and utilization [1]. Group 3: New Energy Production - Since the 14th Five-Year Plan, the production of photovoltaic components and lithium batteries has increased by 3.7 times and 6.4 times, respectively, with new energy vehicle production and sales leading globally for ten consecutive years [1]. Group 4: Carbon Market Development - The national carbon market is gradually improving, with a cumulative trading volume of carbon emission allowances reaching 670 million tons and a transaction value of 45.93 billion yuan by June 2025 [1]. Group 5: Challenges and Future Work - Despite progress, challenges remain in controlling carbon emission intensity and advancing green low-carbon transformation, necessitating improvements in the legal framework and policy coordination [2]. - Future work will focus on enhancing legal policies, accelerating green low-carbon transformation in key areas, and improving the capacity to adapt to climate change [2].

Group 1 - The 2025 China International Service Trade Fair has opened, featuring a forum on ecological and environmental protection industry and the "dual carbon" strategy [1] - Significant achievements in ecological and environmental technology transformation have been reported, including PM2.5 concentration reduction to below 30 micrograms per cubic meter, over 90% of surface water meeting good quality standards, and nearly 100% urban sewage treatment rate [1] - In 2024, approximately 100,000 environmental technology patent applications are expected, with accelerated localization of monitoring technology and a shift from "environmental costs" to "green assets" [1] Group 2 - The role of academicians in empowering the environmental protection industry should focus on three dimensions: leading, promoting, and acting [2] - As leaders, the focus should be on energy conservation, emission reduction, and the development of green low-carbon technologies to support pollution prevention and carbon neutrality [2] - The integration of government, industry, academia, research, and application is essential for promoting ecological industrialization and optimizing energy structure [2]