证券之星消息，2025年6月11日扬杰科技（300373）发布公告称公司于2025年6月9日接受机构调研，宏利基金 石磊、长城证券邹兰兰、招商证券谌薇、财通证券吴姣晨、方正证券吴家欢、国信证券叶子 梁佳 刘嘉 欧阳 仕华、东吴基金张浩佳、中信建投郭彦辉、交银施罗德于畅、兴业证券仇文妍、理成资产杨帆、中信证券叶 达 曹苍剑、上海高毅资管理合伙企业(有限合伙)邢天成、开源电子仇方君、宝盈基金何相事、Polymer CapitalVirginiaYiu、上海合远私募基金庄琰、申银万国杨紫璇、国海证券高力洋、财通证券资管李真、东方基 金梁忻、磐厚动量(上海)资管孟庆锋、上海明河资管姜宇帆、光大保德信基金魏晓雪、华源证券孟爽、富安 达基金李昂、富兰克林华美投信陈宏毅、青骊投资范彬泰、泓德基金王克玉、中银基金赵建忠、汇丰晋信基 金刘昱辰 李凡、浦银安盛基金高翔、鹏华基金姜灿慧、淡水泉(北京)资管陈晓生 周坤凯、易方达基金祁禾、 奇点资管谢明、信达澳亚基金郭敏、九泰基金赵万隆 刘源、宁泉资管张斌、华泰证券丁宁 汤仕翯、摩根士丹 利戴舒云 贾逸飞、浦银国际沈岱 马智焱参与。 扬杰科技（300373）主营业务：公司集研发、生产 ...

Core Viewpoint - The Hami-Chongqing ±800 kV UHVDC project has been put into operation, significantly enhancing the electricity transmission capacity from Xinjiang to Chongqing, with a distance of 2260 kilometers covered in approximately 0.007 seconds [1][2]. Group 1: Energy Supply and Demand - The electricity demand in Chongqing has been growing at an annual rate of 6%, with a projected growth rate of 11% in 2024, while Xinjiang is rich in energy resources, making it a crucial source for electricity transmission to the east [2]. - The project includes 14.2 million kW of power sources, with over 10.2 million kW coming from wind, solar, and thermal energy, resulting in a renewable energy installation ratio exceeding 70% [2]. Group 2: Technological Innovations - The project faced challenges such as harsh environmental conditions and complex construction logistics, but innovative technologies were employed to enhance construction efficiency and address difficulties [3]. - The ±800 kV converter station in Hami features 14 converters, each with a capacity of approximately 400,000 kW, achieving over 90% localization of equipment [3]. Group 3: Economic Impact - The Hami-Chongqing project has stimulated over 100 billion yuan in upstream and downstream investments, creating more than 10,000 jobs directly related to the project and over 30,000 jobs in related sectors such as equipment manufacturing and energy services [4]. - Hami has developed a wind power equipment manufacturing base, with local supply rates exceeding 70%, significantly boosting the output value of the power transmission and transformation equipment manufacturing industry by 20 billion yuan [4].

美国共和党参议员Curtis：美国参议院预算案应放宽清洁能源税收抵免的启动日期要求。 ...

6月10日上午，长三角首个"华龙一号"项目浙江三澳核电1号机组完成热态性能试验，为后续反应 堆装料、并网发电投入商业运行等节点奠定了基础。 三澳核电项目位于浙江省温州市苍南县，是长三角地区首个"华龙一号"核电项目，规划建设6台"华 龙一号"机组，全部商运后，每年将为浙江省乃至长三角区域提供清洁能源超540亿千瓦时，接近 2023年温州市全年用电量，每年可减少标煤消耗1600余万吨，减少二氧化碳排放4400余万吨，相 当于造林11万公顷。（崔霞 李宁 陶嘉树） （来源：央视新闻） 热态性能试验俗称"热试"，目的是在核燃料装填前、在尽可能模拟核电站实际运行工况条件的情况 下，全面验证核岛、常规岛设备和系统在热态运行时的可靠性、相关参数是否满足设计要求，相当 于核电站正式发电前的一次大考。 ...

Core Viewpoint - The completion of the thermal performance test for the Zhejiang San'ao Nuclear Power Unit 1 marks a significant milestone for the first "Hualong One" project in the Yangtze River Delta, laying the groundwork for subsequent reactor fuel loading and commercial operation [1] Group 1: Project Details - The thermal performance test, known as "hot test," aims to comprehensively verify the reliability of the nuclear island and conventional island equipment and systems under simulated operational conditions before the loading of nuclear fuel [1] - The San'ao Nuclear Power Project is located in Cangnan County, Wenzhou City, Zhejiang Province, and plans to construct six "Hualong One" units [1] Group 2: Environmental Impact - Once all units are operational, the project is expected to provide over 54 billion kilowatt-hours of clean energy annually to Zhejiang Province and the Yangtze River Delta region, which is nearly equivalent to the total electricity consumption of Wenzhou City in 2023 [1] - The project will reduce coal consumption by over 16 million tons and decrease carbon dioxide emissions by over 44 million tons each year, equivalent to afforesting 110,000 hectares [1]

央视网消息：6月10日上午，我国"十四五"重点工程建设项目疆电外送特高压三通道"疆电入渝"工程投产送电，作为我国首批"沙戈荒"大型风电、光伏 基地电力外送工程之一，工程接入的1420万千瓦电源中新能源装机占比超过70%。远在新疆的电能是如何跨越山河送往重庆的？我们先来连线正在新疆巴里 坤县的总台记者苏蒙。 连接新疆 甘肃 陕西 四川 重庆五个省区市 总台记者苏蒙：这里就是位于新疆东天山脚下的哈密市巴里坤±800千伏换流站，这里同时也是"疆电入渝"工程电力输送的起点，就在刚刚，这条连接新 疆、甘肃、陕西、四川、重庆五个省区市，全长2260公里的"电力天路"实现了投产发电。 这条线路开工于2023年8月，到今天投运实际的工期还不到2年，创下了我国2000公里以上特高压输电线路最快开工到投运的纪录，在这里要向每一位建 设者致敬。 "跨雪山 越戈壁" 铁塔"增重"抗住西北风 建设这样一条超过2000公里的输电线路并不容易，首先面对的就是复杂的地形，新疆哈密巴里坤县出发，一级级输电铁塔先后穿越雪山、戈壁，沙漠等 复杂地形地貌，其中，新疆段冬季施工温度在零下30摄氏度左右，给整体施工带来不小难度。 尤其值得一提的是，在这 ...

本报记者 蒙婷婷 6月10日，经历停牌10天后，成都市新筑路桥机械股份有限公司（以下简称"新筑股份"，股票代码：002480）复牌即"一字 涨停"，股价为7.19元/股，涨幅为9.94%。 新筑股份董事会秘书张杨向《证券日报》记者表示："通过此次交易，公司将战略性退出磁浮与桥梁功能部件业务，蜀道 清洁能源将成为公司控股子公司，公司未来将聚焦于清洁能源发电业务。同时，通过此次交易盘活公司资产、降低负债率，从 根本上改善公司的经营状况，增强公司的持续经营能力和发展潜力。" 蜀道集团官网显示，蜀道清洁能源系蜀道集团构建"交通+能源"产业生态的战略实施主体，主营水电、风电、光伏等清洁 能源项目的投资、建设与运营，同步大力发展储能（新型储能、抽水蓄能）等业务。截至目前，蜀道清洁能源集团权益装机 1150万千瓦，控股装机857万千瓦，业务覆盖四川省内和西北地区。公司依托四川省内水风光一体化清洁能源基地开发和"交通 +"产业优势，储备水风光资源约3000万千瓦。 预案还显示，新筑股份拟向不超过35名符合条件的特定投资者发行股份募集配套资金，募集配套资金总额不超过本次拟以 发行股份方式购买资产的交易价格的100%，且发行股份 ...

Core Viewpoint - China Energy Construction Shanxi Electric Power has successfully implemented 22 renewable energy projects with a total installed capacity of 2.2 GW, aligning with the "dual carbon" strategy and emphasizing technological innovation [1][4]. Group 1: Project Achievements - The company has achieved significant milestones, including the first full-capacity grid connection of the national road energy integration demonstration project, generating an economic benefit of 970,000 yuan and saving approximately 525,000 yuan in labor costs [3]. - The East Taihu 210 MW fish-solar complementary project completed its full-capacity grid connection 30 days ahead of schedule, receiving widespread acclaim [3]. - The company has received over 20 letters of appreciation from clients in the first half of 2025, reflecting its strong market recognition and brand value [6]. Group 2: Technological Innovation - The company has established a provincial-level research center for wind and solar power construction technology, focusing on new technologies and methods in the renewable energy sector [11]. - Innovative construction methods, such as the "photovoltaic + agriculture/forestry" model, have revitalized previously idle land, demonstrating the company's commitment to sustainable development [8]. - The company has been awarded 4 invention patents and 16 utility model patents in the first half of 2025, contributing to industry standards and enhancing its competitive edge [16]. Group 3: Market Performance - In Q1 2025, the company reported a 55.6% increase in new contracts, a 33.34% rise in revenue, and a 10.78% growth in profit compared to the same period last year, with renewable energy business accounting for 44.60% of total revenue [6]. - The company is actively expanding its international presence, with successful projects in Eritrea and Singapore, showcasing its technological capabilities on a global scale [18]. Group 4: Operational Excellence - The company has implemented a rigorous project management system, resolving 2,268 issues through specialized meetings and expert oversight, ensuring projects stay on track [10]. - A competitive performance evaluation mechanism has been established, linking project outcomes to employee performance, which has significantly improved operational efficiency [10]. Group 5: Strategic Vision - The company is committed to becoming a leader in the energy revolution, focusing on building a new power system and enhancing its role as an innovator in the industry [20]. - The strategic approach emphasizes the integration of various energy sources and the transformation of traditional energy production methods into sustainable practices [20].

清洁能源稳健，广告增长但毛利收缩。分行业看，2024 年，清洁能源业务营业收入28.08 亿元，占比 80%，同比增长0.88%，主要得益于供暖及蒸汽业务的稳步增长，供暖及蒸汽业务收入22.75 亿元，同比 增长4.05%；清洁能源业务毛利率为33.54%，较上年增加0.26 个pct。广告发布业务营业收入6.7 亿元， 占比19.1%，同比增长12.26%，主要受益于控股子公司兆讯传媒在高铁数字传媒领域的持续拓展：截至 2024 年底，兆讯传媒签约的铁路客运站529 个，开通运营铁路客运站495 个，其中98.4%以上属于高铁 站（含动车），运营4957 块数字媒体屏幕。由于2024 年兆讯传媒广告媒体资源成本增加，广告发布业 务毛利率较上年同期下降8.27 个pct 至33.68%。 燃煤成本进一步下行，2025 年一季度利润回暖。2025Q1，公司实现营业收入16.98 亿元，同比下降 1.06%；实现归母净利润6.18 亿元，同比增长9.56%，主要原因可能为燃煤成本持续下行，山西5500K 动力煤平仓价已从年初（25.1.2）765 元/吨的价格下降至611 元/吨（25.6.4）。 事件：公司发布 ...

Group 1 - The core viewpoint of the articles highlights the significant advancements in green hydrogen production and utilization in Baotou City, particularly through the demonstration project by Inner Mongolia Huadian Hydrogen Energy Technology Co., Ltd. [1][2] - The project integrates a 20 MW renewable energy hydrogen production capacity with a chemical company, achieving an annual production of 7,800 tons of green hydrogen and a 20% blending ratio with natural gas for industrial use [1][2] - The project is noted for its environmental benefits, including improved combustion efficiency and substantial reductions in CO2 and CO emissions, marking it as a pioneering initiative in the industrial hydrogen blending sector in China [1] Group 2 - Baotou City aims to establish itself as a national hub for green hydrogen innovation by 2024, focusing on creating a comprehensive hydrogen industry chain and optimizing the business environment [2] - The city has already made significant progress, including the establishment of key hydrogen production projects and the development of the first solid-state hydrogen storage device in the country [2] - The hydrogen industry in Baotou is rapidly evolving, with commercial operations of hydrogen fuel heavy trucks and a growing network of companies involved in hydrogen production, storage, and application [2]