长江商报消息 ●长江商报记者 徐阳 中绿电（000537.SZ）积极进行新能源产业布局。 日前，中绿电发布公告称，公司以自有资金投资设立中绿电（乌海）储能有限公司，注册资本为2000万 元。新公司将有助于提升公司新能源项目装机规模，助推"十四五"发展目标的实现，符合公司发展战 略。 长江商报记者梳理发现，2025年以来，中绿电已经发布了3则（包括本次）关于对外投资设立子公司的 公告。2月，公司对外投资设立了中绿电（榆林）新能源发电有限公司；3月，公司对外投资设立了中绿 电（灵武市）新能源有限公司。 2025年一季度，中绿电实现营业收入10.26亿元，同比增长19.81%；归母净利润2.54亿元，同比增长 52.18%。报告期内，公司完成发电量40.54亿千瓦时，同比增长98.05%。 拟投2000万设立子公司 中绿电频频成立子公司。 5月10日，中绿电公告，为满足公司资源拓展、项目开发建设及后续专业化管理需要，公司以自有资金 投资设立"中绿电（乌海）储能有限公司"，注册资本为2000万元。5月8日，公司获得中绿电（乌海）储 能有限公司营业执照。 资料显示，中绿电主营业务为风能、太阳能投资、开发、运营。当前公司 ...

5月12日上午，宁德时代宣布，公司H股将于5月20日挂牌港交所，发行价格上限为每股263港元，IPO发 行规模预计为40亿美元至50亿美元，有望成为近年来港股市场规模最大的IPO项目之一。本次港股发行 吸引了中石化、科威特投资局等巨头投资。5月12日收盘，宁德时代A股报收于257.00元，上涨3.52%。 对于宁德时代的估值，有关研究机构近日提出，从中长期维度看，宁德时代新业务的价值并未在当前市 值中体现，换电、数据中心和零碳电网储能、低空和机器人电池、钠电和双核电池等新技术和新业务将 给宁德时代的市值带来进一步提升空间。 从申报到港股上市仅3个多月 5月12日，宁德时代披露发行阶段董事会公告及刊登注册招股书，宣布正式启动国际配售簿记，预计于5 月20日在港交所主板挂牌并开始上市交易。 据公告，宁德时代此次港股IPO的发行价格区间上限为每股263港元，基本为5月8日的A股收盘价，接近 A股价格的高位定价。此次港股IPO共计划发行1.18亿股股份，另设发售量调整权及超额配股权，若该 两项权利均获全额行使，按每股263港元的发行价格上限计算，预计募资总额为40亿美元至50亿美元， 有望成为近年来港股市场规模最大的 ...

等待多时的宁德时代终于要在港股亮相了。 | 【编纂]股H股(視乎[编纂]行使與否而定) | 【编纂】项下的[编纂]數目 : | | | --- | --- | --- | | 属景 数目 | 【编纂】股H股(可予重新分配) | | | 【编纂】股H股(可予重新分配及視乎 编 | 【通景 數目 | | | 纂 行使與否而定) | | | | 最高[編纂] : 每股H股[編纂]港元,另加1.0%經 | | | | 紀佣金、0.0027％證監會交易徵 | | | | 費、0.00015%會財局交易微費及 | | | | 0.00565%聯交所交易賽([編纂]時以 | | | | 港元全額繳足) | | | | 面值 : 每股H股人民幣1.00元 | | | | 【是意】 | | | | 膠席保蘭人·[編纂] | | | | (按英文字母顧序) | | | | J.P. Morgan | CICC China Securities International | rities | 根最新消息，宁德时代(300750.SZ)于2025年5月12日开始在港交所公开发售股票，计划于5月20日正式 挂牌上市，发行价格上限定为 ...

| 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 √业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 | 线上参与东莞控股 2024 年度及 2025 年第一季度网上业绩说 | | 及人员姓名 | 明会的投资者 | | 时间 | 2025 年 05 月 09 日（星期五）下午 15:00-17:00 | | 地点 | "东莞控股投资者关系"微信小程序 | | 上市公司接待 | 董事长：王崇恩先生 | | 人员姓名 | 董事、副总裁、董事会秘书：林永森先生 | | | 独立董事：辛宇先生 | | | 副总裁、财务总监：李雪军先生 | | | 1、问：一季度公司营业收入同比下降较多，主要原因是什 | | | 么？ | | | 答：公司 年一季度营业收入下降约 2025 10%，主要原因是类 | | | 金融业务板块收入下降所致。 | | | 2、问：请问充电桩业务未能赢利的主因是什么？ | | 投资者关系活 | 答：报告期内，受公交业务缩减、市场竞争加剧的影响 ...

龙蟠科技在新能源领域的布局备受市场瞩目。据悉，目前公司与全球主流锂电池制造商已建立起长期稳 定的合作关系。2024年，龙蟠科技与LG Energy Solution，Ltd.（以下简称"LG新能源"）的合作不断深 化，成功签署了5年的长期供货协议及修订协议，公司合计向LG新能源销售26万吨磷酸铁锂正极材料产 品，成为2024年全球磷酸铁锂市场最大订单。2025年1月份，公司控股孙公司与Blue Oval（福特电池工 厂）成功签订供应协议，约定由公司控股孙公司自2026年至2030年期间提供磷酸铁锂正极材料。此外， 今年1月份公司还与宁德时代（300750）再次签订磷酸铁锂正极材料年度采购协议，本次2025年度采购 上限设为70亿元。 5月10日，江苏龙蟠科技（603906）股份有限公司（以下简称"龙蟠科技"）发布公告称，公司旗下两家 公司与楚能新能源股份有限公司（以下简称"楚能新能源"）旗下三家全资子公司共同签署了《生产材料 采购战略合作协议》及《补充协议》。各方约定，预计将由龙蟠科技旗下两家公司作为卖方自2025年至 2029年间合计向楚能新能源三家全资子公司合计销售15万吨的磷酸铁锂正极材料，销售模式包括 ...

本次募资所得的90%将投向匈牙利项目第一期及第二期建设 ， 进一步提升本地化供应能力，巩固公司在 新能源领域的全球领先地位。 宁德时代于2025年2月11日正式向港交所递交A1申请文件，3月25日获中国证监会境外发行上市备案通知 书，创近年境外发行备案最快纪录。按照5月20日上市计算，宁德时代从申报到上市仅3月余。在当前环 境下，宁德时代仍实现接近A股价格的高位定价、超200亿港元的基石投资者认购，及在极短时间内完成 上市流程，体现全球投资者对于宁德时代及全球新能源产业的价值认可。 财务数据显示，2024年宁德时代全年实现营业收入3620.13亿元，实现归属于母公司股东的净利润 507.45亿元，同比增长15.01%；2025年第一季度公司实现营业收入847.05亿元，实现归母净利润 139.63亿元，同比增长32.85%，综合毛利率达24.4%，环比持续攀升。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：储能前沿 5月12日，宁德时代披露发行阶段董事会公告及刊登注册招股书，宣布正式启动国际配售簿记， 预计于5 月20日在香港联交所主板挂牌并开始上市交 ...

Core Viewpoint - Wolong Real Estate is undergoing a significant transformation by divesting its mining business and shifting focus towards the renewable energy sector, aiming to establish a dual business model of "real estate + renewable energy" [1][10]. Group 1: Divestment of Mining Business - On May 10, Wolong Real Estate announced plans to sell 90% of its stake in Shanghai Mining to its indirect controlling shareholder, Wolong Holdings, marking a complete exit from the mining trade [3][4]. - In 2024, Wolong Real Estate's total revenue was reported at 3.611 billion yuan, with the mining business contributing 2.477 billion yuan, accounting for 68.6% of total revenue [3][4]. - The decision to divest comes amid a decline in the revenue of the mining business, which fell from 3.599 billion yuan in 2022 to 2.477 billion yuan in 2024 [4][6]. Group 2: Shift to Renewable Energy - Concurrently, Wolong Real Estate has acquired several companies in the renewable energy sector, including Zhejiang Long Energy and Zhejiang Wolong Energy Storage, and will change its name to "Wolong New Energy" on May 15 [10][12]. - The acquired companies include one profitable entity, Long Energy, which reported a net profit of approximately 105 million yuan in 2024, while the others reported losses [12]. - The strategic shift towards renewable energy is seen as a proactive response to industry cycles and aims to capture growth opportunities in the context of global energy transition and carbon neutrality goals [12][13]. Group 3: Industry Context and Challenges - The renewable energy sector is experiencing high growth, with global photovoltaic installations increasing by over 30% in 2024, and battery shipments growing by 25% [13]. - However, the industry is also facing challenges, with some companies experiencing profit declines, highlighting the competitive landscape and the need for effective resource integration and management [13][16]. - The trend of real estate companies diversifying into other sectors, such as renewable energy, is becoming more common as firms seek to mitigate risks associated with the traditional real estate market [14][15].

Core Insights - The event held on May 9, 2025, in Chengdu focused on the collaboration and development of the new energy industry, aiming to deepen cooperation between Sichuan and eastern regions, and accelerate the establishment of a world-class new energy industry hub [1] Group 1: Wind Energy - Deyang is a major hub for the new energy industry in Sichuan, leading in wind power equipment with a scale ranking first in the central and western regions of China [1] - Over 10% of the national wind power equipment and over 70% of Sichuan's wind power equipment originate from Deyang, which has more than 20 supporting enterprises [1] - Deyang is recognized as the only national-level wind power technology source, providing a "Deyang solution" for the transformation and development of the wind power equipment industry [1] Group 2: Solar Energy - The photovoltaic industry in Deyang is rapidly developing, with several leading enterprises establishing operations in the city, including two global top three companies in niche sectors [2] - Yingjie Electric, a national manufacturing "single champion," holds over 80% of the global market share for single and multi-crystal silicon growth power supplies [2] - Deyang's photovoltaic industry chain includes various segments such as crucibles, rods, slices, silver powder, silver paste, equipment, and components [2] Group 3: Hydrogen Energy - Deyang has strengthened technical cooperation with over 10 universities and research institutes, becoming the technology source and the most complete pilot verification base for hydrogen energy in the province [2] - The city successfully developed China's first 100KW fuel cell distributed energy system and a megawatt-level combined heat, electricity, and hydrogen supply system [2] - Deyang also created the first megawatt-level photovoltaic power generation coupled PEM electrolysis hydrogen production system in the country [2] Group 4: Major Projects and Initiatives - Deyang has developed significant projects such as the "Hualong One" nuclear power unit and the world's largest chemical chain carbon capture equipment system, showcasing its strength and innovation in the new energy sector [3] - The event featured the release of the "Yangtze River Economic Belt New Energy Industry Collaborative Development Initiative," promoting key industrial parks and sharing successful experiences from leading enterprises [3] - Investment project signing ceremonies were held to inject new momentum into the further development of Sichuan's new energy industry [3]

Core Viewpoint - Jiangsu Longpan Technology Co., Ltd. has signed a significant daily operational contract with Chuangneng New Energy Co., Ltd., which is expected to generate over RMB 5 billion in sales from the supply of 150,000 tons of lithium iron phosphate cathode materials from 2025 to 2029 [1][3][8] Group 1: Contract Overview - The contract includes a strategic cooperation agreement for the procurement of production materials, with a total sales amount exceeding RMB 5 billion based on estimated quantities and market prices [1][3] - The contract is effective from May 9, 2025, and will remain valid until April 30, 2030 [2][7] - The sales model includes both self-supplied lithium carbonate by the seller and customer-supplied lithium carbonate, with specific pricing determined monthly [1][7] Group 2: Impact on Company Performance - The agreement is expected to help establish long-term stable relationships with downstream partners, contributing positively to the company's future performance [2][8] - The contract is categorized as a daily operational sales contract and does not constitute a related party transaction or a major asset restructuring [2][3] - The actual impact on the company's annual performance will be disclosed in periodic reports [2][8] Group 3: Parties Involved - The sellers include Changzhou Liyuan New Energy Technology Co., Ltd. and Nanjing Liyuan Nano Technology Co., Ltd., while the buyers are Wuhan Chuangneng New Energy Co., Ltd., Xiaogan Chuangneng New Energy Innovation Technology Co., Ltd., and Yichang Chuangneng New Energy Innovation Technology Co., Ltd. [4][7] - All buyer companies are wholly-owned subsidiaries of Chuangneng New Energy and have good credit status without any association with the seller in terms of ownership, business, assets, or liabilities [6][7]

业内人士认为，光伏、锂电标准建设提速有助于引导企业聚焦技术提升，在推动产品向高效、稳定 方向发展，促进光伏市场的规范化竞争的同时，进一步提升国际话语权。 ■■标准建设必要且及时 作者：杨梓 工信部近日印发《2025年工业和信息化标准工作要点》，明确加强优势产业标准建设。落实光伏、 锂电池等产业标准体系，加快先进光伏、新型储能、高性能锂电池等重点产品分级分类标准制修订，加 强智能光伏、锂电池回收利用、显示模块环境适应性等关键技术标准攻关，以高标准带动关键材料、技 术、产品研发。 不过，随着我国新能源产业快速升级，设备更新换代加速，废旧动力电池、光伏组件及风机叶片等 新能源设备面临批量退役，新兴固废回收处理问题日益显现。 孙传旺指出，目前我国光伏、锂电产业的现有标准多集中于生产制造工艺、产品性能测试等环节， 但在上游原材料质量安全性管控、退役后的回收再利用和跨环节衔接标准等方面尚未形成专项细则和系 统性规范。 "回收环节是产业链中现存的一块短板，当下制定相关标准举措已极为紧迫。"彭澎认为，我国当前 有规模庞大的光伏、电池应用规模，未来将有大量设备面临回收或退役。"此前，回收方式较粗放，既 缺乏系统化流程，也缺少统 ...