12月19日，豫能控股盘中上涨2.08%，截至10:09，报5.41元/股，成交4148.46万元，换手率0.51%，总市 值82.54亿元。 资金流向方面，主力资金净流入71.95万元，特大单买入445.13万元，占比10.73%，卖出823.05万元，占 比19.84%；大单买入838.22万元，占比20.21%，卖出388.35万元，占比9.36%。 豫能控股所属申万行业为：公用事业-电力-火力发电。所属概念板块包括：BIPV概念、碳中和、生物质 能、清洁能源、绿色电力等。 截至10月31日，豫能控股股东户数6.64万，较上期增加0.00%；人均流通股22968股，较上期增加 0.00%。2025年1月-9月，豫能控股实现营业收入86.66亿元，同比减少7.71%；归母净利润2.88亿元，同 比增长422.12%。 今年以来豫能控股已经2次登上龙虎榜，最近一次登上龙虎榜为7月21日，当日龙虎榜净买入50.40万 元；买入总计5791.02万元 ，占总成交额比8.21%；卖出总计5740.63万元 ，占总成交额比8.13%。 资料显示，河南豫能控股股份有限公司位于河南省郑州市金水区农业路东41号投资大厦A ...

工程建成后，通过水权置换，为陕北从黄河干流取水提供用水指标，助力黄河流域生态保护和高质 量发展。 昨天（18日），国家电网金上—湖北±800千伏特高压直流输电工程正式投运。来自金沙江上游的 清洁电能跨越近1900公里输送至湖北。国网四川电力建设部副主任蓝健均表示，工程投运后每年可为华 中地区输送约400亿千瓦时的清洁电能，相当于替代标准煤约1200万吨、减排二氧化碳约3000万吨。 央广网北京12月19日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，临近岁末，一 批重大工程项目建设取得阶段性进展，为经济社会高质量发展增添动力。 今天（19日），引汉济渭二期工程北干线将全线贯通，全长89.54公里，为2026年引汉江水润泽渭 北地区奠定坚实基础。陕西省引汉济渭工程建设有限公司总工程师曹双利介绍，引汉济渭工程是国家水 网的重要组成部分，可实现年调水15亿立方米，覆盖西安、咸阳、渭南、杨凌四座大中城市及十一个中 小城市，受益人口1400多万人。 曹双利：北干线工程也是解决渭北"旱腰带"水资源短缺的关键性工程，今天（19日）全线贯通为 2026年实现引水上（旱）塬奠定了坚实的基础。 蓝健均：金上—湖北特高压 ...

Core Viewpoint - The article emphasizes that electricity has become a critical constraint on the development of artificial intelligence (AI), with the demand for power surging due to the exponential growth of AI models and data centers [2][14]. Group 1: AI Power Consumption - ChatGPT consumes approximately 2.9 watt-hours per response, which is nearly ten times the energy used by a traditional Google search, leading to a daily consumption of over 500,000 kilowatt-hours [3][9]. - The energy required for training AI models has significantly increased, with GPT-3 consuming 1,287 megawatt-hours for a single training session, enough to power 3,000 Tesla vehicles for 200,000 miles [9][10]. - The projected AI computing power in the U.S. is expected to require about 1,269 terawatt-hours by 2030, accounting for 22% of the total electricity consumption [10][12]. Group 2: Electricity Supply Challenges - The U.S. electricity grid is aging, with 70% of transformers exceeding their 25-year design life, leading to a low load reserve margin of only 20% [10][11]. - The average outage duration for U.S. users reached 662.6 minutes in 2024, a year-on-year increase of 80.74%, with states like Virginia and Texas experiencing even longer outages [11]. - The demand for electricity from AI is characterized by "pulse-like" spikes, which poses significant challenges to grid stability [10][11]. Group 3: Renewable Energy Solutions - Solar power combined with energy storage is viewed as the most viable solution to meet the growing electricity demands of AI, given its economic advantages and shorter construction timelines compared to other energy sources [15][17]. - The cost of solar power generation is the lowest among various energy sources, with prices ranging from $0.038 to $0.078 per kWh, making it an attractive option for data centers [17][18]. - Major tech companies like Google, Microsoft, and Amazon have set ambitious goals for achieving 100% renewable energy for their data centers by 2030, indicating a strong commitment to sustainable energy solutions [20][21].

Industry News - The Ministry of Industry and Information Technology (MIIT) will strengthen capacity regulation in the photovoltaic industry, aiming for a dynamic balance of production capacity by promoting the orderly exit of outdated capacity through market-oriented and legal means [2] - The MIIT and the Ministry of Ecology and Environment have released the "Major Environmental Protection Technology and Equipment Catalog (2025 Edition)" to accelerate the research and application of advanced environmental protection technologies, covering key areas such as air and water pollution prevention, solid waste treatment, and soil pollution remediation [2] - The State Grid announced the completion and operation of the Jinshang-Hubei ±800 kV UHVDC transmission project, which is significant for promoting the cross-regional optimization of clean energy and enhancing national energy security [3] - Shanxi Province has built a total of 369 intelligent coal mines, accounting for over one-third of the national total, indicating a significant advancement in mining technology [3] - A new mineral named "Jinxiu" has been officially recognized, showcasing advancements in mineral discovery and classification by Chinese geological researchers [3] - A giant underwater gold mine has been discovered in Yantai, Shandong, with proven gold reserves of over 3900 tons, representing 26% of the national total, highlighting the region's mining potential [3] International News - Israel has approved a natural gas export agreement to Egypt, valued at 112 billion new shekels, marking the largest gas export deal in Israel's history [4] - The European Parliament has approved a plan to gradually stop importing Russian natural gas by the end of 2027, reflecting a significant shift in energy policy within the EU [4] - The International Energy Agency (IEA) forecasts a slight decline in global coal demand by 2030 due to increased competition from renewable energy, natural gas, and nuclear energy [5] Corporate News - A Chinese company has successfully commenced commercial operations of a 100 MW photovoltaic project in Tunisia, which is the largest solar power project in the country, aimed at diversifying the energy structure and reducing fossil fuel consumption [6]

本文源自：智通财经网 海上风电是清洁能源的重要组成部分。海上风电的加速建设将带动该产业链各个环节的需求增长。集团 作为电力电子器件供应商，将积极拓展海上风电市场，以实现在该市场的持续稳定发展。同时，集团在 国家新型能源体系的建设中，将持续推进自身的高质量发展。 智通财经讯，赛晶科技(00580)发布公告，近日，公司旗下子公司(供应商)与南京南瑞继保电气有限公司 (南京南瑞)旗下子公司(采购方)签订协议。根据该协议，采购方将采购总金额为人民币约1.43亿(含税)的 电力电子器件，供应商将于2026年上半年分批交货。该电力电子器件将应用于海上风电项目。 ...

海上风电是清洁能源的重要组成部分。海上风电的加速建设将带动该产业链各个环节的需求增长。集团 作为电力电子器件供应商，将积极拓展海上风电市场，以实现在该市场的持续稳定发展。同时，集团在 国家新型能源体系的建设中，将持续推进自身的高质量发展。 赛晶科技(00580)发布公告，近日，公司旗下子公司(供应商)与南京南瑞继保电气有限公司(南京南瑞)旗 下子公司(采购方)签订协议。根据该协议，采购方将采购总金额为人民币约1.43亿(含税)的电力电子器 件，供应商将于2026年上半年分批交货。该电力电子器件将应用于海上风电项目。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告的全部或任何部份內容而產生或因倚賴該等 內容而引致的任何損失承擔任何責任。 本公告乃由賽晶科技集團有限公司（「本公司」，連同其附屬公司統稱為「本集團」）自願刊發。 近日，本公司旗下子公司（「供應商」）與南京南瑞繼保電氣有限公司（「南京南瑞」）旗下子公司（「採購 方」）簽訂協議。根據該協議，採購方將採購總金額為人民幣142,598,300元（含稅）的電力電子器件， 供應商將於二零二六年上半年分批交貨。該電力電子器件將應用於海上風電項目。 海上風電是清潔能源的重要組成部分。海上風電的加速建設將帶動該產業鏈各個環節的需求增長。 本集團作為電力電子器件供應商，將積極拓展海上風電市場，以實現在該市場的持續穩定發展。同 時，本集團在國家新型能源體系的建設中，將持續推進自身的高質量發展。 1 本公司董事（「董事」）做出一切合理查詢後所深知、盡悉及深信，南京南瑞子公司及其之最終實益擁 有人均為獨立於本公司及本公司關聯人士（定義見香港聯合交易所有限公司證券上市規則）的第三 方。 承董事會命 自 ...

据研究人员估算，自1 99 0年以来，甲烷等化合物分解产生的氢气年排放量增加了约400万吨，到2020年已达每年2 700万吨。 自工业化时代到2003年，大气中的氢气浓度上升了约7 0%，此后虽一度短暂稳定，但在2010年前后再次回升。 ▲这是2 0 2 4年3月2 4日拍摄的新西兰南岛西海岸福克斯冰川一隅。新华社发（杨柳摄） 国际组织"全球碳计划"开展的这项研究发现，氢气间接加剧全球变暖的主要原因是它会消耗大气中能够分解温室气体甲烷的 天然净化物质。 研究人员说，大气中的氢气越多，这类天然净化物质就越少，从而延长甲烷在大气中的留存时间，加剧升温。此外，氢气与 这些天然净化物质的反应还会生成臭氧、水蒸气等温室气体，进一步助推全球变暖。 研究人员发现，1 99 0年至2020年间，全球氢气排放量的增加主要源于人类活动。氢排放的主要来源是甲烷等化合物的分解， 而甲烷在大气中的快速增加源于化石燃料的使用、农业生产以及垃圾填埋等活动。 英国一份研究报告显示，氢排放会间接加剧全球变暖 。 英国《自然》杂志当地时间1 2月1 7日刊载的一份研究报告说，氢排放会间接加剧全球变暖，1990年至2020年累积的氢排放为 工业 ...

Core Viewpoint - The article discusses the advancements and innovations in the cylindrical battery industry, highlighting the transition to large-scale production and the competitive advantages of Chinese companies in the lithium battery supply chain [1][6]. Group 1: Industry Events and Trends - The 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Golden Tripod Award Ceremony were held in Shenzhen, focusing on core topics such as battery technology, materials, and equipment [1]. - The cylindrical battery has entered a phase of large-scale production, with applications expanding beyond traditional sectors to include light-duty power, engineering machinery, electric ships, and humanoid robots [4][6]. Group 2: Market Dynamics - The market has shifted from policy-driven to market-driven dynamics, which is seen as beneficial for industry development, bringing more vitality and advantages to end-users [4]. - Data indicates that cylindrical batteries are experiencing a long-term stable growth trend after overcoming a period of technological uncertainty [4]. Group 3: Technological Innovations - The company has been involved in the innovation of equipment and processes for cylindrical battery production since 2009, achieving breakthroughs in key processes such as full-tab ear forming and current collector welding [5]. - China has established a leading position in patent layouts across various advanced technology fields related to electric vehicles (EVs), solid-state batteries, and smart manufacturing, surpassing the US and Europe [5]. Group 4: Product Solutions and Customization - The company offers a range of solutions for cylindrical batteries, including different production line types such as linear, flexible turret, and magnetic levitation lines, catering to various production needs [9][10][11]. - The solutions are customized based on client requirements, covering different sizes and structures of cylindrical batteries, including full-tab ear designs that enhance performance and safety [7][8]. Group 5: Operational Efficiency and Sustainability - Innovations in production lines have led to a 16% reduction in overall footprint and a 30% decrease in the number of personnel required for line inspections, enhancing operational efficiency [14]. - The new generation of production lines has achieved a 20% reduction in energy consumption, supporting the transition to green factories and sustainable development [15]. Group 6: Research and Development Initiatives - The company has established a collaborative innovation platform to support continuous innovation in technology, processes, and equipment, involving upstream suppliers and downstream customers [17]. - The engineering technology research institute has invested in over 200 sets of equipment and has undertaken nearly 200 innovation projects, focusing on the development and testing of new products [18][21].

Core Viewpoint - China Huaneng Group is committed to supporting the construction of Hainan Free Trade Port by ensuring energy security and stability, contributing to the region's economic development and green energy transition [2][3][4]. Group 1: Investment and Infrastructure Development - China Huaneng has invested over 70 billion yuan in Hainan, establishing a comprehensive development framework that includes power generation, heating, trading, insurance, and securities [2]. - The company has a total installed capacity of over 5.42 million kilowatts in Hainan, holding the largest market share in the province, with annual electricity generation accounting for about one-third of the province's total [2][3]. - Since Hainan's establishment, China Huaneng's cumulative electricity generation has accounted for over 54% of the province's total electricity consumption [2]. Group 2: Energy Security and Emergency Response - China Huaneng plays a crucial role in ensuring energy security for Hainan, providing 40% of the electricity during peak demand and extreme weather events [3]. - The company has actively participated in disaster relief efforts, donating 3 million yuan to support post-disaster reconstruction in Hainan [3]. Group 3: Green Energy Initiatives - During the 14th Five-Year Plan, China Huaneng's installed capacity in Hainan increased from 2.4 million kilowatts to 5.42 million kilowatts, with the proportion of low-carbon clean energy rising from 14.2% to 62% [4]. - The company has launched the Huaneng Lingao Offshore Wind Power Project, which has a total installed capacity of 600,000 kilowatts and is expected to generate approximately 1.85 billion kilowatt-hours of clean electricity annually [4][6]. Group 4: Technological Innovation - China Huaneng has implemented the world's first 2000 tons/year gas turbine carbon capture verification device at its Yangpu Thermal Power Plant, achieving international leading efficiency [11]. - The company has developed a smart control center for renewable energy, enhancing operational efficiency and monitoring capabilities across multiple sites [13]. Group 5: Collaborative Development and New Industries - China Huaneng is actively planning new industry layouts in Hainan, focusing on "energy+" multi-industry ecosystems, including virtual power plants and zero-carbon parks [14]. - The company has established a supply chain platform and an international energy trading center, facilitating nearly 2.4 trillion yuan in transactions, which supports Hainan's development as a regional energy trading hub [14]. Group 6: Social Responsibility and Community Engagement - China Huaneng has invested nearly 22 million yuan in poverty alleviation and rural revitalization efforts in Hainan, achieving significant milestones in community support [15]. - The company emphasizes the importance of a favorable business environment in Hainan, which has facilitated the rapid implementation of projects [15].