Group 1 - The Linyi Municipal Government is committed to deepening energy transition reforms and aims to create over 300 green enterprises and villages, with new energy installations exceeding 10 million kilowatts [2] - The focus is on optimizing the energy structure by implementing 56 major projects in the new energy sector, accelerating the development of onshore wind, centralized solar, and biomass energy [2] - The government plans to enhance the consumption of new energy by utilizing pumped storage power stations and promoting various energy storage technologies, aiming to meet a demand for over 1 million kilowatts of new energy access throughout the year [2] Group 2 - The initiative includes exploring new green electricity supply models and promoting integrated development of source-network-load-storage systems, as well as virtual power plants [3] - There is an emphasis on creating zero-carbon parks and green electricity industrial parks, while encouraging enterprises to engage in green electricity trading and carbon footprint pilot projects [3] - The development of a digital energy management platform is underway, with a focus on integrating artificial intelligence with energy management to enhance the city's energy digitalization [3]

文 | 中关村储能产业技术联盟 4月23日，星星充电在上海成功举办"零碳生活战略发布会"。系统展示了其在新能源充电技术、全球化布局及零碳生活场景构建中的核心能力。 1、"Armstrong全自动机械臂充电系统"——无人驾驶的最后一块拼图， 挑战全球最快插枪速度，全面实现"全自动充电"； 2、液冷超充2.0时代——聚合功率池能力跃升至10兆瓦，双枪输出电流提升至2400A，启动时间缩短至3秒，虚拟电厂+微电网模式，让您三年多 赚一座充电站； 二、液冷超充2.0时代： 两兆瓦超充重磅发布，三年多赚一座充电站！ 截至2025年3月，星星充电液冷超充设备已通过全球商用认证，并率先在多个国家落地。 星星充电液冷终端交付突破10000个 。从1.0到2.0，星 星充电仅用一年时间完成技术迭代，而下一个"万枪计划"将更快实现——未来一年，液冷超充设备的全球部署速度将远超行业预期！ 三、家庭能源革命：从阳台微电网到家庭全屋绿能系统 针对家庭场景，星星充电推出阳台微电网与全屋绿能系统，为全球观众呈现从能源生产、存储到智能管理的全链路解决方案。无论是城市公寓还 是独栋住宅，用户均可通过模块化设计实现"发电-储电-用电"闭环。 3 ...

Core Viewpoint - GCL-Poly Energy (协鑫能科) reported a significant increase in net profit for 2024, driven by asset optimization and favorable national "dual carbon" policies, with a focus on energy services for future growth [1][2][6] Financial Performance - In 2024, GCL-Poly achieved operating revenue of 9.796 billion yuan, a slight decrease of 5.42% year-on-year, but net profit attributable to shareholders reached 489 million yuan, with a non-recurring net profit of 294 million yuan, marking a substantial increase of 190.83% [1][2] - For Q1 2025, the company reported a net profit of 254 million yuan, a year-on-year growth of 35.15%, with a non-recurring net profit growth of 176.61% [1] Growth Drivers - The company's performance improvement is attributed to the elimination of inefficient coal-fired units and increased investment in renewable energy assets, raising the share of renewable energy installations from 24.94% in 2022 to 57.38% in 2024 [2] - GCL-Poly completed green electricity transactions of 4.42 billion kWh in 2024, with a corresponding green certificate volume of 1.224 billion kWh [2] Energy Storage and Services - The company is expanding its new energy storage business, achieving a grid-side storage capacity of 650 MW/1300 MWh and a user-side storage capacity of 11.75 GW/31.96 MWh [3] - GCL-Poly's dual-driven strategy of "energy assets + energy services" has created an ecological closed loop, participating in market transactions of 27.057 billion kWh [4] Technological Innovation - The company has partnered with Ant Group to complete the largest domestic RWA (Real World Asset tokenization) project, exceeding 200 million yuan, enhancing digital technology in the green industry [4][5] - GCL-Poly has developed a time-series model for photovoltaic scenarios, reducing curtailment rates by 18%, breaking the technological monopoly of Western companies in the energy AI sector [5] Strategic Goals - GCL-Poly aims for energy service revenue to exceed 50% within five years, with a current share of 12.18% and a gross margin of 59.03%, significantly higher than traditional energy sales [6] - The company is positioned to benefit from the green electricity and energy storage markets, with projections indicating a potential net profit exceeding 1.1 billion yuan by 2025 [6][7] Shareholder Returns - GCL-Poly plans to distribute a cash dividend of 1.00 yuan per share, totaling 158 million yuan, which represents 32.34% of the 2024 net profit [7]

Core Viewpoint - The National Energy Administration has issued measures to promote the development of the private economy in the energy sector, aiming to enhance the role of private enterprises in the green and low-carbon transition of energy and the construction of a new energy system [1] Company Summary - Tongli Risheng has entered the renewable energy sector by acquiring a 51% stake in Tianqi Hongyuan in 2022, focusing on energy storage system integration and renewable power station development [1] - Tianqi Hongyuan offers comprehensive lifecycle services for renewable power stations, including development, design, construction, and operation [1] - The company has accumulated significant experience in electrochemical energy storage technology, enhancing its service offerings in energy storage system design and implementation [1] Industry Summary - The measures support the development of new energy business models, including virtual power plants and green electricity direct connection models, and encourage private enterprises to invest in new energy technologies [1] - Recent initiatives include a strategic cooperation framework agreement with the government of Qingyang City to establish a 2GWh energy storage equipment production line and a 1GWh lithium iron phosphate energy storage station [1] - Tongli Risheng is actively pursuing collaborations in the field of energy storage and intelligent scheduling, aiming to reduce energy costs and increase the proportion of green electricity used in data centers [1]

双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 2025 年 04 月 29 日 市场情绪：48 分（中性） 最近一年大盘走势 -15 -10 -5 0 5 10 15 20 (%) 沪深300 资料来源：Wind，华鑫证券研究 相关研究 ▌ 华鑫市场情绪温度指标：（中性） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 48 分，市场情绪处于"中性"。历史市场情绪趋势变化可参 考图表 1。 ▌ 热点主题追踪 今日热点主题：跨境支付、虚拟电厂、免税主题 1、跨境支付主题：中国央行等印发《上海国际金融中心 进一步提升跨境金融服务便利化行动方案》。主要内容提 到，跨境清算公司增强与金融机构协同联动，共同提升对 "走出去"企业的服务水平。推动更多银行加入 CIPS，持续 扩大 CIPS 网络覆盖范围。相关标的：跨境通（002640）、青 岛金王（002094） 2、虚拟电厂主题：近日，国家发展改革委、国家能源局 发布《关于加快推进虚拟电厂发展的指导意见》。其中提 到，到 2027 年，虚拟电厂建设运行管理机制成熟规范，参与 电力市场的机制健全完善，全国虚拟 ...

Group 1 - Chengdu government has issued policies to enhance the city's power supply capacity, focusing on eight areas including accelerating power grid construction and promoting distributed solar and new energy storage projects [1] - Guohai Securities anticipates a resurgence in photovoltaic supply-side reform, with potential restrictions on silicon material output and encouragement of high-efficiency battery technology to alleviate industry overcapacity [1] - The global commercial storage market is expected to grow, with distributed storage gaining traction due to decreasing costs and increasing demand for backup power [1] Group 2 - Fangzheng Securities notes that thermal power companies may experience a turnaround due to declining coal prices, particularly those located in regions with tight power supply and lower electricity price drops [2] - Hydropower generation is expected to improve steadily, with high dividend yields becoming more attractive as hydropower companies are less affected by market fluctuations [2] - Nuclear power generation has increased, and while the average on-grid price may decline due to market trading and long-term contract price reductions, the increase in generation volume is expected to offset price impacts [2]

老铁们周一快乐，这里是帮主郑重的盘前策略时间。二十年观察市场的经验告诉我，当前A股正处在"战略僵持阶段"——指数看似平静如水，实则暗流涌 动。这就像高手对决前的屏息时刻，胜负往往取决于对细节的把控。 当下市场呈现三大特征：指数箱体震荡、量能温和收缩、风格快速轮动。沪指在3270-3320点区间已盘桓13个交易日，这个位置恰是去年四季度密集成交 区。这里有个关键细节：每当指数触及3300点上方，两融余额便出现明显下降，说明杠杆资金正在主动降仓。而北向资金的流向更具深意——上周三个交易 日净流出87亿，但宁德时代、长江电力等核心资产却逆势获增持，聪明钱的"去伪存真"策略已然显现。 机动仓抓波段：40%资金在半导体、军工做网格交易，每跌5%加仓一次； 现金等待机会：留30%现金，如果节后跌破3250点，直接抄底沪深300ETF。 记住，在震荡市中，仓位管理比个股选择更重要。 风险预警：三大雷区千万别踩 第一，4月30日是年报最后披露日，那些净利润暴跌、现金流为负的公司，就像穿着皇帝新衣，随时可能现原形。第二，外资最近在调仓换股，北向资金如 果连续三天净流出，市场情绪可能瞬间变脸。第三，量能持续低于1万亿的话，市场就 ...

打造省级虚拟电厂"示范样板" 浙能集团立足浙江能源结构特点，以"资源聚合、智慧调控、市场运营"为主线，构建起覆盖技术研发、 标准制定、商业模式创新的立体化发展框架。 技术路线上，浙能虚拟电厂采用"云—边—端"三级架构，平台层开发具备"六大功能模块"的自主可控能 量管理平台，支持资源"可观、可测、可控、可调"，并接入浙江省电力调度中心与电力交易平台，实现 资源统一调度与市场交易；通讯层采用无线专网与专线结合的安全通信体系，保障指令传输安全高效； 终端层部署智能控制设备，采用"连续控制"技术，将弱可控资源改造为强连续调节单元，实现资源的秒 级响应。 浙能虚拟电厂创新"类型+能力分级"资源管理模式，按调节速率、精度等指标将资源划分为储能、光 伏、风电、水电、火电、负荷六大聚合虚拟机组，实现源网荷储全覆盖。虚拟电厂具有很强的灵活性和 可靠性，可提供连续24小时的兆瓦级调频能力，响应速度达秒级，已成为调峰调频的新势力。 在浙能虚拟电厂建设和运营管理过程中，浙能集团还主导编制相关国家标准2项、团体标准4项，填补了 行业空白；先后形成多项核心技术成果，获得2项国际发明专利，10余项国家发明专利，为行业树立标 杆；对外培训近 ...

龙虎榜机构热股 今天机构龙虎榜上榜30只个股，净买入10只，净卖出20只。当日机构买入最多的个股前三位是：珀莱雅 （3.06亿）、弘景光电（5719万）、中欣氟材（3020万）。 | 上榜热股 | | 实时涨跌幅 , 买/卖家数 , 机构净买额 , | | | --- | --- | --- | --- | | 珀菜雅 | | | | | 603605.SS | +10.00% | 3/2 | +3.06 Z | | 3日 | | | | | 弘景光电 | +20.00% | 4/0 | +5719.91万 | | 301479.SZ | | | | | 中欣氟材 | +5.24% | 2/1 | +3020.04万 | | 002915 S7 | | | | 珀莱雅 龙虎榜显示，今日3家机构净买入3.06亿。 全渠道、多品牌本土大众美妆公司，一季报净利润同比增长28.87%。 龙虎榜知名游资 一、电力体制改革 闽东电力 个股龙虎榜 公司致力于清洁能源，新能源等领域的发展。目前公司主营业务为电力生产与开发，主要以水电，风电 为主，水电，风电具有优先上网优势。 华电辽能 辽宁省重要电力和热力供应商，一季报净利润 ...

一、行情回顾 市场全天震荡调整，三大指数小幅下跌。电力股延续强势，华电能源、华电辽能、三峡水利、华银电力等多股涨停。银行板块持续走强，建设银行、工商银 行、江苏银行、成都银行创出历史新高。算力概念股盘中拉升，恒润股份、大位科技涨停。下跌方面，食品、零售等消费股全线调整，有友食品、贝因美、 国光连锁等跌停；地产股集体大跌，渝开发、天保基建等多股跌停。个股跌多涨少，沪深京三市超4100股飘绿，今日成交1.08万亿。 二、当日热点 1.电力体制改革 电力板块今日继续大涨，华银电力3连板，中电鑫龙、华电辽能等多股涨停。 消息上，除了电力股业绩预喜以外，据智通财经报道，4月18日至19日，国家电网2025年第二季度重点工作研讨班提出，"推进高质量发展""加快电网建 设"。以电网高质量发展服务保障经济社会发展全局，提前做好迎峰度夏准备，为经济社会高质量发展提供坚强保障。 此外，据上证报报道，4月25日，交通运输部等十部门发布《关于推动交通运输与能源融合发展的指导意见》。《意见》指出，鼓励新模式推广及新兴产业 孵化。聚合分布式电源、电动汽车、充（换）电设施等资源，打造交通运输领域虚拟电厂。 | 股票名称 | | 最新价 = ...