Core Viewpoint - The article highlights the rapid development of clean energy in Fujian Province, focusing on the transition from a single hydropower reliance to a diversified clean energy system that includes nuclear, wind, solar, and gas, achieving 100% clean energy consumption [1][3][5]. Energy Structure Transformation - Fujian has shifted from relying solely on hydropower to a multi-energy complementary system, with hydropower accounting for 32.9% of clean energy installed capacity [2][3]. - The province's clean energy installed capacity reached 56.7% by April 2025, with a generation share of 53.6% [1]. - The water resources in Fujian, particularly the Min River, provide a significant hydropower potential, with the Wukou Hydropower Station contributing 170 billion kilowatt-hours over 30 years [2]. Smart Grid Empowerment - The construction of a smart energy internet has enhanced Fujian's ability to absorb clean energy, utilizing advanced predictive technologies and AI algorithms to achieve a 95.8% accuracy in power forecasting [5][6]. - The province's smart grid system has successfully managed peak loads and extreme weather events, demonstrating resilience and adaptability [5][6]. Innovation Cluster Emergence - The Fujian Sanxia Offshore Wind Power International Industrial Park has become a hub for leading companies in the wind energy sector, generating an output value of approximately 6 billion yuan [9]. - The establishment of a national offshore wind power research and testing base has accelerated technological advancements in wind turbine manufacturing [10]. Green Electricity Value Transformation - Fujian has seen a significant increase in green electricity trading, with a total of 1.949 billion kilowatt-hours traded in 2024, marking a 154% year-on-year growth [14][15]. - The province is actively promoting green electricity consumption among enterprises and expanding the range of projects participating in green electricity trading [15][16].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001896 证券简称：豫能控股 公告编号：临2025-36 2025年6月20日，因达到法定退休年龄，余其波先生申请辞去河南豫能控股股份有限公司（以下简称"公 司"）第九届董事会董事及战略委员会委员职务。其辞职报告自送达公司董事会之日起生效。 2025年7月4日，公司召开第九届董事会第二十四次会议，审议通过《关于补选第九届董事会董事的议 案》，同意提名王璞女士为公司第九届董事会董事候选人。 2025年7月29日，公司召开2025年第二次临时股东大会，审议通过《关于补选第九届董事会董事的议 案》，王璞女士被选举为公司第九届董事会董事，任期自公司股东大会通过之日起至第九届董事会届满 之日止。 二、补选第九届董事会战略委员会委员情况 2025年7月29日，公司召开第九届董事会第二十五次会议，审议通过《关于补选第九届董事会战略委员 会委员的议案》。 根据《中华人民共和国公司法》《上市公司治理准则》《公司章程》《董事会议事规则》《董事会战略 委员会实施细则》等相关规定，公司董事会补选董事王璞女士为公司第九届董事会战略委员会委员，任 期自本次董事会审议通过之日 ...

一、董事会会议召开情况 次会议召开通知于 2025 年 7 月 24 日以书面形式发出。 证券代码：001896 证券简称：豫能控股 公告编号：临 2025-34 河南豫能控股股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 为了加快构建新型电力系统，提高河南省电力供应稳定性，助推公司装机结 构调整，实现转型发展目标，公司及公司全资子公司河南豫能新能源有限公司拟 共同出资 10 亿元设立控股子公司豫能控股（濮阳）智慧能源有限责任公司（暂 定名，以市场监督局核准登记为准，以下简称"智慧能源"），出资比例分别为 本议案提交董事会审议前，已经公司董事会战略委员会全票审议通过。详见 刊载于巨潮资讯网 http://www.cninfo.com.cn 和《证券时报》 《上海证券报》的《关 室以现场结合通讯表决方式召开。 立董事史建庄、叶建华、赵剑英共 7 人出席了会议，其中董事王璞通过通讯表决 方式参加。 副总经理刘中显、郝笑辰，总会计师王萍，董事会秘书李琳。 关法律、行政法规、部门规章、规范性文件和《公司章程》的规定，会议合法有 效。 二、董事会会议审议情 ...

证券代码：001896 证券简称：豫能控股 公告编号：临 2025-35 河南豫能控股股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 河南豫能控股股份有限公司（以下简称"公司"）于 2025 年 7 月 29 日召开 第九届董事会第二十五次会议，会议审议通过了《关于对外投资设立控股子公司 的议案》，现就相关事项公告如下： 公司类型：有限责任公司 注册地址：濮阳市 注册资本：人民币 10 亿元 一、对外投资概述 为了加快构建新型电力系统，提高河南省电力供应稳定性，助推公司装机结 构调整，实现转型发展目标，公司及公司全资子公司河南豫能新能源有限公司（以 下简称"豫能新能源"）拟共同出资 10 亿元设立豫能控股（濮阳）智慧能源有 限责任公司（暂定名，以市场监督局核准登记为准，以下简称"智慧能源"）， 出资比例分别为 70%、30%，主要负责推进豫能台前 2×1000MW 煤电项目前期 工作和新能源资源开发。 根据《深圳证券交易所股票上市规则》及《公司章程》的相关规定，本次对 外投资事项无需提交股东大会审议。 本次对外投资事宜不构成关联交易，亦不构成《上 ...

Core Viewpoint - The report highlights the financial performance and strategic direction of Willfar Information Technology Co., Ltd., emphasizing its focus on IoT, chip technology, and artificial intelligence to drive digital transformation in energy and smart city solutions [1][3][8]. Financial Performance - The company's net profit attributable to shareholders for the first half of 2025 was CNY 305,100,737.96, representing a 12.24% increase compared to CNY 271,823,688.69 in the same period last year [6]. - Total revenue for the first half of 2025 reached CNY 1,367,947,694.82, an increase of 11.88% from CNY 1,222,660,077.51 in the previous year [6]. - The company plans to distribute a cash dividend of CNY 2.5 per 10 shares, amounting to CNY 121,863,437.75, which is 39.94% of the net profit for the first half of 2025 [1]. Business Strategy - The company aims to enhance its core competitiveness by integrating IoT, chip technology, and AI, providing comprehensive digital solutions for energy and smart city management [3][9]. - Willfar Information is focusing on expanding its overseas business, particularly in ASEAN countries, the Middle East, and Africa, capitalizing on the demand for digital and intelligent infrastructure in these regions [3][8]. Industry Context - The global investment in power grids is expected to grow significantly, with a projected compound annual growth rate (CAGR) of 12% from 2022 to 2030, driven by the dual carbon goals and the need for new power systems [15][16]. - The State Grid of China announced a record investment of over CNY 650 billion in 2025, indicating a strong commitment to upgrading power infrastructure and enhancing digital capabilities [16][17]. - The integration of renewable energy sources into the power grid presents challenges, necessitating advancements in grid intelligence and information technology to manage the variability and ensure stability [18][19].

格隆汇7月29日丨豫能控股（维权）(001896.SZ)公布，为了加快构建新型电力系统，提高河南省电力供 应稳定性，助推公司装机结构调整，实现转型发展目标，公司及公司全资子公司河南豫能新能源有限公 司(简称"豫能新能源")拟共同出资10亿元设立豫能控股(濮阳)智慧能源有限责任公司(暂定名，以市场监 督局核准登记为准，以下简称"智慧能源")，出资比例分别为70%、30%，主要负责推进豫能台前 2×1000MW煤电项目前期工作和新能源资源开发。 ...

（文章来源：每日经济新闻） 豫能控股（SZ 001896，收盘价：5.55元）7月29日晚间发布公告称，为了加快构建新型电力系统，提高 河南省电力供应稳定性，助推公司装机结构调整，实现转型发展目标，公司及公司全资子公司河南豫能 新能源有限公司拟共同出资10亿元设立豫能控股（濮阳）智慧能源有限责任公司，出资比例分别为 70%、30%，主要负责推进豫能台前2×1000MW煤电项目前期工作和新能源资源开发。 2024年1至12月份，豫能控股的营业收入构成为：发电企业占比89.34%，燃煤销售占比6.04%，风电企 业占比1.94%，其他业务占比1.76%，光伏占比0.91%。 ...

豫能控股（001896）公告，公司及全资子公司豫能新能源拟共同出资10亿元设立豫能控股(濮阳)智慧能 源有限责任公司，出资比例分别为70%、30%。智慧能源将负责推进豫能台前2×1000MW煤电项目前期 工作和新能源资源开发。本次投资旨在构建清洁低碳安全高效的新型电力系统，促进公司向一流综合能 源企业转型发展。 ...

Investment Rating - The report maintains a "Positive" outlook on the public utilities and environmental sectors, particularly in electricity and natural gas [1]. Core Insights - The report highlights a recovery in electricity consumption in June, driven by the tertiary sector and residential usage, with a total electricity consumption of 8,670 billion kWh, representing a year-on-year growth of 5.4% [15][17]. - Natural gas consumption showed a slight increase in June, with a total apparent consumption of 35.05 billion m³, up 1.4% year-on-year, indicating a recovery in industry sentiment [21][48]. - The report emphasizes the ongoing optimization of energy structure in China, with significant contributions from renewable energy sources, particularly solar and nuclear power [2][8]. Summary by Sections 1. Electricity: June Consumption Growth Accelerates - In June, the industrial electricity generation reached 7,963 billion kWh, a year-on-year increase of 1.7% [7][9]. - The breakdown of electricity generation types shows a decline in hydropower by 4.0%, while nuclear power grew by 10.3%, and solar power surged by 18.3% [9][15]. - The report notes that the second industry contributed significantly to the electricity increment, accounting for 38% of the total increase [16][17]. 2. Natural Gas: Global Price Decline and June Consumption Growth - The report states that the apparent consumption of natural gas in June was 35.05 billion m³, marking a 1.4% increase year-on-year [21][48]. - The average price of LNG in Northeast Asia decreased to $11.90/mmBtu, reflecting a broader trend of declining global gas prices [22][41]. - The report anticipates that the long-term outlook for natural gas will improve due to rising LNG export capacities from the US and the Middle East [48]. 3. Weekly Market Review - The public utilities and environmental sectors underperformed compared to the CSI 300 index, while the electrical equipment sector outperformed [50]. 4. Company and Industry Dynamics - The report mentions the increase in installed capacity for solar and wind energy, with solar capacity growing by 54.2% year-on-year [53]. - It highlights the ongoing construction of large seawater desalination projects in coastal provinces to support high water-consuming industries [53]. 5. Key Company Valuation Table - The report includes a valuation table for key companies in the public utilities and environmental sectors, indicating potential investment opportunities [60].

Core Viewpoint - The event focused on the development path of user-side energy storage under the new power system construction, providing solutions for energy transition in load center areas through the release of research results and discussions on multi-scenario applications [1][6][30]. Group 1: Event Overview - The "User-side Energy Storage Application Salon" was held in Suzhou, Jiangsu, organized by the Zhongguancun Energy Storage Industry Technology Alliance and supported by Goodwe Technology Co., Ltd [1]. - The event included a research results release session, highlighting the collaboration between the Zhongguancun Energy Storage Industry Technology Alliance and the Natural Resources Defense Council [7][4]. Group 2: Research Findings - Four research reports were released, focusing on low-carbon supply assurance and flexibility resource potential in the eastern and southern regions of China [7][10]. - The reports analyzed the potential of new energy storage, demand-side resources, and inter-provincial cooperation in optimizing resource allocation for power supply and green transition [9][10]. Group 3: Regional Insights - In the eastern region, the potential for three types of resources to ensure supply could reach approximately 30% of the maximum electricity load by 2026-2027, with specific targets for new energy storage and demand-side adjustment capabilities [9][8]. - The southern region is expected to achieve a similar potential, with projections for new energy storage capacity and demand-side resources by 2030 [10][11]. Group 4: Market Dynamics - The new market environment requires energy storage companies to enhance technical performance, intelligent operation, and safety, with a focus on user needs and high-value solutions [4][6]. - The transition from single price difference arbitrage to diversified investment models is driven by policy changes, with a need for market mechanisms to reshape the value assessment of energy storage [29][30]. Group 5: Expert Discussions - Experts discussed the increasing demand for flexibility in the power system due to high proportions of renewable energy, emphasizing the need for reliable and economically viable energy storage solutions [19][21]. - The role of virtual power plants in aggregating distributed resources for system regulation was highlighted, along with the importance of establishing industry standards and optimizing communication technologies [27][29].