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特变电工拟发行80亿元可转债 投建准东20亿Nm /年煤制天然气项目
证券时报记者刘灿邦实习生云靖童 8月19日,特变电工(600089)披露可转债发行预案,公司拟通过本次发行募集资金80亿元,扣除发行 费用后,将全部投入准东20亿Nm/年煤制天然气项目,该项目总投资为170.39亿元。 具体而言,该项目建设是落实全国能源资源战略保障基地建设、夯实西气东输工程、保障国家能源安全 的重要举措,对推动煤化工转型升级、提升煤炭高效清洁利用能力、实现"碳达峰""碳中和"具有重要意 义,同时,也是特变电工推动能源业务结构性升级的必要举措,经济效益好,是公司主营业务长远发展 的战略需要。 据了解,能源产业是特变电工核心业务板块,包括煤炭开采及销售、煤炭发电等。公司拥有的煤炭资源 量达126亿吨,当前核定煤炭产能7400万吨/年,火电装机504万千瓦。 可行性分析报告显示,募投项目建设单位是特变电工控股子公司新疆天池能源有限责任公司的全资子公 司新疆准能化工有限公司,建设地点位于新疆准东经济技术开发区将军庙产业园,项目建设期为3年。 按照项目建设期3年,第4年投产且生产负荷达到80%,第5年达产;项目经济服务年限为15年,所得税 率25%,年生产121428万Nm合成天然气(SNG)、58. ...
广东省将在澳门发行25亿元离岸人民币地方政府债券
Xin Hua Cai Jing· 2025-08-19 05:30
Core Viewpoint - Guangdong Province is set to issue offshore RMB local government bonds in Macau, with a total issuance scale of 2.5 billion RMB, marking the fifth consecutive year of such issuances since 2021 [1] Group 1: Bond Issuance Details - The bond issuance will include various types such as thematic bonds for the Hengqin Guangdong-Macao Deep Cooperation Zone, green bonds, and for the first time, special bonds supporting the 15th National Games and blue bonds [1] - All bonds will be issued to professional investors, reflecting a strategic move to diversify the bond offerings in the Macau market [1] Group 2: Support and Significance - The issuance is supported by the Ministry of Finance and the Guangdong Provincial Government, highlighting their commitment to fostering Macau's bond market and promoting economic diversification [1] - The issuance of special bonds for the National Games underscores support for the first large-scale sports event jointly held by Guangdong, Hong Kong, and Macau, which is significant for the integration of the Greater Bay Area [1] Group 3: Environmental and Sustainable Focus - The continuous issuance of green bonds and the introduction of blue bonds aim to enrich the variety of bonds in Macau and encourage more issuers to participate in sustainable financing [1] - This initiative aligns with the goals of "carbon peak and carbon neutrality," promoting the development of green and sustainable financial markets in the Guangdong-Macao region [1]
英国大学教授:推动全球能源转型,中国交出高分答卷
Sou Hu Cai Jing· 2025-08-18 17:01
Core Insights - China has achieved remarkable progress in renewable energy since 2000, particularly in solar and wind energy sectors [1][3] - The investment in clean energy has been robust, with over 95% of new solar photovoltaic and onshore wind power generation costs being lower than that of newly built coal and gas plants by 2023 [3][4] - China's energy security has significantly improved, and urban air quality has steadily enhanced over the past decade [3][4] Investment and Development - In 2003, China recognized the need to reduce reliance on imported oil and gas, leading to increased investment in clean energy research and development [3][4] - As of now, China's installed photovoltaic capacity has surpassed 1,000 gigawatts, accounting for nearly half of the global total [4] - From January to May 2025, China added 198 gigawatts of solar and 46 gigawatts of wind power capacity [4] Global Contribution - China is reshaping the global energy landscape through significant advancements in clean energy production and usage [5][6] - Chinese companies are establishing electric vehicle factories in various countries and are preferred partners for building dams in many developing nations [6] - In contrast to the U.S. and U.K., which have reduced their commitments to global climate initiatives, China is actively providing economic support to developing countries for energy transitions [6]
建设零碳园区要做好四个结合
Zhong Guo Hua Gong Bao· 2025-08-18 13:31
零碳园区作为实现绿色低碳转型的关键载体,正日益成为推动区域产业升级、构建新型能源体系和引导 绿色投资的重要引擎。在国家政策的激励和引导下,连日来全国各地积极响应,将零碳园区建设及"双 碳"工作纳入地方发展规划,并因地制宜地出台了一系列支持政策。笔者以为,建设零碳园区需做好以 下4个结合。 一是将碳达峰目标达成与碳中和能力形成结合。碳达峰期间,园区要优先保障能源安全,在最大限度盘 活优质高载能资产的同时,化石能源增量消费以积蓄碳中和能力为目标进行布局建设。要建立以非化石 能源为供应主体、化石能源为兜底保障、新型电力系统为关键支撑、绿色智慧节约为用能导向的"多能 互补"的新型能源体系。 (作者系国家节能中心专家库专家) 四是将动脉产业与静脉产业结合。园区要抓住后工业化时期生产资料、生活资料迭代升级周期背后的大 规模静脉产业资源开发利用机会,夯实绿色低碳循环经济体系产业基础。能源利用的低碳化与多能互补 是零碳园区建设重要特征。园区要在波动的生产负荷、波动的风光发电之外找到稳定的低碳热源和低碳 电源,可结合"垃圾分类"和"无废城市"建设,推进基于有机废弃物能源化利用的"城市油气田"建设。 二是将能源低碳化替代与高效化 ...
特变电工: 特变电工股份有限公司向不特定对象发行可转换公司债券募集资金使用可行性分析报告
Zheng Quan Zhi Xing· 2025-08-18 11:25
特变电工股份有限公司 证券代码:600089 证券简称:特变电工 特变电工股份有限公司 向不特定对象发行可转换公司债券 募集资金使用可行性分析报告 二零二五年八月 特变电工股份有限公司 一、本次募集资金投资计划 特变电工股份有限公司(以下简称"特变电工"、"公司")本次公开发行 可转换公司债券(以下简称"可转债")的募集资金总额不超过人民币 800,000.00 万元(含本数,下同),扣除发行费用后,募集资金将用于以下项目: 单位:万元 序号 项目简称 实施地点 实施主体 投资总金额 募集资金投资金额 准 东 20 亿 新疆准东经济 新疆准能化 工有限公司 天然气项目 军庙产业园 合计 1,703,941.12 800,000.00 项目总投资金额高于本次募集资金使用金额的部分由公司自筹解决;同时, 若本次发行扣除发行费用后的实际募集资金金额低于本次募集资金投资项目使 用金额,不足部分由公司自筹解决。 若公司在本次公开发行可转换公司债券的募集资金到位之前,根据公司经营 状况和发展规划对项目以自筹资金先行投入,则先行投入部分将在本次发行募集 资金到位之后以募集资金予以置换。 二、本次募集资金投资项目的必要性和可 ...
特变电工: 特变电工股份有限公司向不特定对象发行可转换公司债券方案的论证分析报告
Zheng Quan Zhi Xing· 2025-08-18 11:24
特变电工股份有限公司 证券代码:600089 证券简称:特变电工 特变电工股份有限公司 向不特定对象发行可转换公司债券 方案的论证分析报告 二零二五年八月 特变电工股份有限公司 第一节 本次发行证券及其品种选择的必要性 特变电工股份有限公司(以下简称"特变电工"、"公司"或"发行人")结 合自身的实际情况,根据《中华人民共和国公司法》(以下简称"《公司法》")、 《中华人民共和国证券法》(以下简称"《证券法》")《上市公司证券发行注册管 理办法》 (以下简称"《注册管理办法》")等相关法律、法规和规范性文件的规定, 拟通过向不特定对象发行可转换公司债券(以下简称"本次发行",可转换公司 债券简称"可转债")的方式募集资金。 本论证分析报告中如无特别说明,相关用语具有与《特变电工股份有限公司 向不特定对象发行可转换公司债券预案》相同的含义。 一、本次发行证券种类 本次发行证券的种类为可转换为公司股票的可转债,本次发行的可转债及未 来经本次可转债转换的公司股票将在上海证券交易所主板上市。 二、本次发行可转债的必要性 (一)本次发行是公司主营业务高质量发展的需要 本次发行募集资金投资项目为"准东 20 亿 Nm3/ ...
氟化工行业周报:萤石价格筑底上涨,制冷剂成交重心持续上移,东阳光、永和股份等2025中报表现较佳-20250817
KAIYUAN SECURITIES· 2025-08-17 07:43
Investment Rating - The investment rating for the chemical raw materials industry is "Positive" (maintained) [1] Core Views - The fluorochemical industry is entering a long-term prosperity cycle, with significant growth potential across various segments, including refrigerants and high-end fluorinated materials [23][24] - The market for fluorochemicals is characterized by a tight supply-demand balance, with strong price support and a bullish sentiment among industry players [22][24] Summary by Sections Industry Overview - The fluorochemical index increased by 7.45% during the week of August 11-15, outperforming the Shanghai Composite Index by 5.75% [6][27] - The average price of 97% wet fluorite reached 3,207 CNY/ton, up 1.33% from the previous week, while the average for August was 3,175 CNY/ton, down 10.52% year-on-year [19][35] Fluorite Market - The fluorite market is experiencing a price rebound, supported by tight supply and a strong buying sentiment, although transaction volumes are slowing [20][36] - Regional price variations exist, with southern markets showing stronger price increases compared to the north, where trading activity is more cautious [20][36] Refrigerant Market - As of August 15, prices for various refrigerants showed upward trends, with R32 priced at 57,500 CNY/ton, R134a at 51,000 CNY/ton, and R22 at 35,500 CNY/ton [21][25] - The refrigerant market is expected to maintain its upward price trajectory due to seasonal demand and supply constraints, with a shift towards essential purchasing expected in the future [22][24] Company Performance - Notable companies such as Dongyangguang and Yonghe Co. reported significant revenue growth in their 2025 H1 financial results, with Dongyangguang achieving a revenue of 7.124 billion CNY, up 18.48% year-on-year [10] - The stock performance of fluorochemical companies has been strong, with all tracked stocks in the sector rising during the week, led by Zhongxin Fluorine Materials with a 19.11% increase [29][34] Recommendations - Recommended stocks include Jinshi Resources, Juhua Co., Sanmei Co., and Haohua Technology, with other beneficiaries being Dongyangguang, Yonghe Co., and Dongyue Group [11][24]
“两山”理念指引美丽中国建设
Ren Min Wang· 2025-08-17 04:41
Core Points - The "Two Mountains" concept proposed by President Xi Jinping has become a consensus and action among the party and society, representing the core of Xi Jinping's ecological civilization thought [1] - China has achieved significant environmental improvements, including a 60% reduction in PM2.5 average concentration in key cities by 2024 compared to 2013 [1] - China has contributed to 25% of the world's new green area, becoming the fastest and largest country in terms of greening [1] - The country has transitioned from "sand encroachment" to "green recovery" in key governance areas, achieving zero growth in land degradation and reducing both desertified and sandy land areas [1] - China has built the largest and fastest-growing renewable energy system globally, establishing the most complete new energy industry chain [1] - The country has committed to peak carbon emissions before 2030 and achieve carbon neutrality before 2060 [1] Industry Achievements - The achievements in ecological civilization construction are significant indicators of historical accomplishments and transformations in the party and state [2]
"零碳乡村"新图景:乡村振兴“绿”意盎然
Yang Shi Wang· 2025-08-16 08:40
Core Viewpoint - The integration of carbon peak and carbon neutrality into ecological civilization is transforming production and lifestyle in China, with "zero carbon" becoming increasingly prevalent in rural areas [1] Group 1: Renewable Energy Generation - Dawan Village generates approximately 3.6 million kilowatt-hours of renewable energy annually, which exceeds the village's annual electricity consumption of 530,000 kilowatt-hours [3] - The surplus electricity generated has provided Dawan Village with an additional income of 560,000 yuan in just the first half of 2025 [3] Group 2: Infrastructure and Technology - The village's electricity primarily comes from nearly 6,000 solar panels installed on rooftops, greenhouses, and fields, facilitating easier charging and creating new business opportunities for residents [4] - The introduction of clean energy sources like wind and solar power has significantly reduced electricity prices, leading to the adoption of new appliances such as robotic vacuum cleaners and smart home devices, thereby enhancing the quality of life for villagers [6] Group 3: Societal Impact - The shift towards "zero carbon" is not only improving the rural environment but also profoundly changing the lifestyle of the local population [6]
助力2030年碳达峰!上海碳市场行动方案出炉
Guo Ji Jin Rong Bao· 2025-08-15 13:20
Core Viewpoint - The Shanghai Carbon Market aims to enhance its resource allocation function to support the city's goal of reaching carbon peak by 2030 [3] Group 1: Action Plan and Market Coverage - On August 14, Shanghai issued the "Action Plan for Comprehensive Deepening Reform of the Shanghai Carbon Market (2026-2030)", which outlines measures for total quota control in stable carbon emission industries and reserves development space for strategic emerging industries [3][4] - The plan aims to gradually expand market coverage through a "lowering thresholds, expanding categories, and increasing varieties" approach [5] Group 2: Carbon Market Development - The Shanghai Carbon Market, along with the national carbon market covering the power and steel industries, currently accounts for approximately two-thirds of the city's total carbon emissions, significantly aiding in the reduction of emissions in the industrial sector [3] - As of June 30, 2025, the Shanghai Carbon Market has cumulatively traded 26.5 million tons of carbon, with a total transaction value of 5.521 billion yuan, ranking it among the top pilot carbon markets [3] Group 3: Financial Support and Innovation - The Action Plan emphasizes the importance of financial support in promoting green transformation in industries, encouraging companies to establish carbon footprint management systems and set greenhouse gas emission control targets [5][6] - The plan includes initiatives to enhance the carbon financial product and service system, allowing financial institutions to participate in voluntary greenhouse gas reduction activities and carbon trading [6][7] Group 4: Collaboration Between Industry and Finance - The synergy between industrial transformation and financial support is highlighted, aiming to create a strong impetus for the green development of the real economy [7]