Group 1: Business Performance - In 2024, the company achieved a revenue of 259,801.49 million yuan, representing a year-on-year growth of 8.86% [2] - The net profit attributable to shareholders was 3,160.12 million yuan, with a year-on-year increase of 2.13%, marking two consecutive years of profit growth after returning to profitability in 2023 [2][3] Group 2: Core Competitiveness - The company focuses on enhancing core competitiveness through customer-centric marketing, strengthening the marketing team, and expanding market reach [1] - R&D management has been improved by establishing a product competitiveness center to concentrate resources on core business areas [1][2] Group 3: Cost Control and Efficiency - The company aims to implement a comprehensive cost control system to achieve cost reduction and efficiency improvement [2] - Management transformation and operational refinement are ongoing to enhance profitability [3][4] Group 4: Market Expansion and Strategy - The company plans to strengthen its presence in the southern power grid market and enhance product offerings to meet market demands [6] - Efforts are being made to diversify into non-grid sectors such as renewable energy, oil and gas, and rail transportation [7][8] Group 5: Financial Management and Shareholder Value - The company emphasizes value management and shareholder returns through improved governance and investor relations [10] - As of March 31, 2025, the number of shareholders was 54,084 [8]

证券代码：000883 证券简称：湖北能源 湖北能源集团股份有限公司投资者关系活动记录表 | | 编号：2025002 | | | | | --- | --- | --- | --- | --- | | | □特定对象调研 □分析师会议 | | | | | 投资者关系活 | □媒体采访 ☑业绩说明会 | | | | | 动类别 | □新闻发布会 □路演活动 | | | | | | □现场参观 | | | | | | □其他（请文字说明其他活动内容） | | | | | 活动参与人员 | 参与投资者： | | | | | | 现场参会的投资机构长江证券、中信证券、国泰海通、兴业证 | | | | | | 券、华源证券、财通证券、华福证券、天风证券、国盛证券以 | | | | | | 及其他投资者 | | | | | | 公司接待人员： | | | | | | 董 龙先生 | 事 | 长 | 张 | | | 独立董事 杨汉明先生 | | | | | | 总会计师、董事会秘书、总法律顾问、首席合规官王军涛先生 | | | | | | 证券事务代表：熊维祥先生、刘晓女士 | | | | | | 公司办公室、资产财务部 ...

新华社南京5月9日电（记者柯高阳）盖房子用的水泥能用来发电，还能当成"电池"储能。东南大学9日 发布最新科研成果，该校科研人员研发出仿生自发电－储能混凝土，将高能耗的水泥变为"绿色能量 体"，为构建新型能源体系、实现"双碳"目标提供技术助力。 统计数据显示，我国建筑全过程能耗占到全国能源消费总量的45%，碳排放量占全国排放总量超50%。 针对当前建筑行业高能耗、传统光伏发电受天气制约、储能成本较高的痛点，中国工程院院士、东南大 学教授缪昌文带领的科研团队以水泥为载体，研发了N型、P型两种自发电水泥基材料和自储电水泥基 超级电容器。 实验结果显示，N型热电水泥的塞贝克系数（衡量材料热电性能的重要参数）为传统水泥基热电材料最 高值的10倍；P型热电水泥的功率因数PF值（衡量交流电源效率的重要参数）是传统水泥基热电材料最 高值的51倍，衡量热电材料热电转换效率的ZT值为传统水泥基热电材料最高值的42倍。科研团队还基 于特种磷酸镁水泥研发了储能材料，制成储能墙板后可存储居民住宅约一天的用电量，与光伏配套使用 可提升光伏利用率30%以上，降低用电成本超过50%。 "这项创新成果的研发灵感源于我们对植物根茎的深度观察。" ...

Core Viewpoint - The company is adapting to a challenging photovoltaic market by optimizing its business structure and focusing on innovation and new growth areas, while also addressing external uncertainties and competitive pressures [1][2] Company Operating Conditions - In 2024, the global photovoltaic market continued to grow, with China's cumulative grid-connected capacity reaching 886 million kilowatts by the end of the year, solidifying its position as the second-largest power source [1] - The company shipped over 70 GW of photovoltaic products in 2024 and aims for a target of 70-75 GW in 2025, balancing market share and profitability [1] - The storage business achieved a shipment of 4.3 GWh in 2024, with a target of 8-10 GWh for 2025, focusing on high-margin overseas markets [1][2] Business Strategy and Innovation - The company is transitioning from a photovoltaic product manufacturer to a comprehensive provider of photovoltaic and energy storage solutions, aiming for a 20% year-on-year growth in system solutions and digital energy services [1] - The company has developed a record-breaking photovoltaic component with a peak power of 808W and a solar cell efficiency of 31.1%, indicating significant advancements in technology [2] - A partnership with Oxford PV has been established to leverage cutting-edge technology and enhance the company's competitive edge in the market [2] Financial Health and Market Position - The company maintained a healthy cash flow of 8 billion yuan in 2024, with no large-scale capital expenditure plans for 2025, ensuring financial stability [1][2] - The company has a favorable long-term debt structure and is actively managing costs, achieving a nearly 30% reduction in overall expenses since the second half of 2024 [2] Market Outlook - The global photovoltaic market is expected to continue growing, with emerging markets projected to see over 30% growth, while the U.S. market remains uncertain due to tariff impacts [2] - The company is focusing on expanding its storage business in Europe and the U.S., with plans to increase its market presence in Latin America and Asia-Pacific [2]

Group 1 - The core viewpoint of the article emphasizes the relentless pursuit of originality and leading innovation as the common "spiritual gene" among all companies in the "Heng-Chang-Zhu-Tan UHV Transmission and Transformation Equipment Industry Cluster" [1] - The need for original research and development is highlighted, as there are no mature technologies and equipment available overseas in the UHV field, making it impossible to learn or purchase from abroad [1] - The transition from innovation to application is rooted in China's vast market space and the engineering talent accumulated over the past 20 years, leading to significant achievements in the UHV industry [1] Group 2 - Over the past decade, China's coal consumption as a proportion of energy consumption has decreased by 12.6 percentage points, while non-fossil energy consumption has more than doubled, maintaining the largest total scale in the world [2] - As of the end of March, China's installed capacity for wind and solar power reached 1.482 billion kilowatts, surpassing thermal power for the first time in history [2] - The "Heng-Chang-Zhu-Tan UHV Transmission and Transformation Equipment Industry Cluster" is focused on breaking "involution-style" competition and enhancing collaborative efforts among enterprises, universities, and within the cluster [2]

Core Viewpoint - The article emphasizes the significant role of the private economy in the energy sector, highlighting its potential to contribute to energy transformation and the implementation of new energy security strategies, as outlined in the recent notice from the National Energy Administration [2][10]. Group 1: Key Directions for Private Economy Development in Energy - The notice identifies four key areas for private enterprises to engage in: energy infrastructure investment, new energy models and business formats, energy technology innovation, and energy production services [3]. - It specifies that private enterprises can participate in energy infrastructure projects such as nuclear power, oil and gas pipelines, and renewable energy facilities, thus expanding their role in the sector [3]. - The notice encourages the development of new energy models, including virtual power plants and smart microgrids, providing a broad space for private enterprises to innovate and grow [4]. Group 2: Support for Innovation and Service Transformation - The notice outlines support mechanisms for private energy enterprises to engage in major technological innovations and collaborate with state platforms, enhancing their capacity to lead in energy technology advancements [5]. - It promotes the transformation of private energy enterprises through specialized services, leveraging advancements in artificial intelligence and resource recycling to foster new business models [6]. Group 3: Market Mechanisms and Government Support - The notice emphasizes the importance of combining effective market mechanisms with proactive government support to create a conducive environment for the growth of the private economy in the energy sector [7]. - It proposes reforms to enhance market access for private enterprises, including separating oil and gas pipeline operations and facilitating their participation in electricity grid construction [8]. - The notice also highlights the need for improved government services, such as streamlining energy project approvals and safeguarding the legal rights of private enterprises, to enhance the business environment [9].

促进能源领域民营经济高质量发展 习近平总书记在民营企业座谈会上强调，新时代新征程民营经济发展前景广阔、大有可为。在能源领 域，民营经济正以创新基因和市场活力参与、融入和推进能源转型变革，成为落实"四个革命、一个合 作"能源安全新战略的重要力量。近日，《国家能源局关于促进能源领域民营经济发展若干举措的通 知》（以下简称《通知》）印发，进一步明确了能源领域民营经济发展的重点方向和支持举措，是能源 领域深入贯彻落实习近平总书记重要讲话精神的关键举措，也是引导民营经济在助力能源绿色低碳转型 和新型能源体系建设中做大做优做强的重要抓手。 四是鼓励民营能源企业在提供专业化服务中转型升级。随着人工智能技术进步和能源转型深入推进，数 智化升级、构网型改造、资源循环利用需求潜力巨大，有望催生各类生产性服务业发展。《通知》鼓励 民营能源企业投身其中，在煤矿和电厂智能化改造、风电场和光伏电站构网型技术改造、风电和光伏设 备循环利用等领域不断发展先进技术、创新商业模式、提供专业化服务，协同实现能源行业和民营企业 转型升级。 二、有效市场和有为政府相结合护航能源领域民营经济发展 《通知》聚焦能源领域民营经济发展的痛点与需求，通过完善市 ...

在电网建设领域，跨越施工因组织过程复杂、技术难度大等因素，向来是重点、难点。特高压线路负荷 高、供电范围广，需多省联动，施工窗口期唯一，且属于连续跨越施工，面临的各类挑战成倍增加。 据悉，特高压"三连跨"是陕皖特高压河南段全线贯通的一个关键节点，该控制性工程的顺利完成，将为 陕皖直流按期建成投运、发挥效益奠定坚实基础，后续还将进行跨越施工的收尾保障工作。陕皖特高压 工程预计于2026年建成，投运后每年将向华东地区输送电量超360亿千瓦时。其中，可再生能源电量占 比超50%，可替代华东地区煤炭消费约1400万吨，对构建绿色低碳清洁高效能源系统、助力我国实 现"双碳"目标具有重要意义。（记者 宋敏 李茜茜） 此次专项施工，陕皖特高压河南段需在34天内，在豫4标段连续跨越已经投入运行的1000千伏豫阳线、 ±800千伏陕武线和1000千伏长南I线等3处特高压线路，是国内首次在同一标段内实施"特高压跨特高 压"密集交叉施工，创下河南乃至全国特高压工程密集交叉施工强度、难度之最。 责任编辑： 路娇 钢铁银线，穿云越岭。4月28日，南阳市南召县皇后乡，随着最后一根导线顺利跨过1000千伏长南I线， 陕北—安徽±800千伏 ...

Core Viewpoint - The release of the "Notice on Promoting the Development of Private Economy in the Energy Sector" signals strong government support for private enterprises to engage in high-quality development and contribute to the green and low-carbon transformation of the economy and society [2] Group 1: Challenges Faced by Private Enterprises - Private enterprises face high entry barriers and an unfair competitive environment in the energy sector, particularly in traditional oil, gas, and nuclear power fields dominated by state-owned enterprises [3] - Financing difficulties, including high costs and stringent requirements for loans, hinder private enterprises' investment in energy projects [4] - Existing institutional mechanisms are inadequate to meet the demands of new energy business models, with a lack of unified standards and support for emerging sectors [5][6] Group 2: Measures to Support Private Enterprises - The notice emphasizes enhancing support for private enterprises' energy investments, including participation in infrastructure projects and easing financing pressures through various channels [7][8] - It encourages private enterprises to engage in new energy business models, such as distributed energy and smart microgrids, to leverage their innovative potential [9][10] - The notice outlines the need for fair competition in the energy market, including regulatory measures to prevent monopolistic practices and ensure transparency [11][12][13] Group 3: Implementation and Local Support - The notice stresses the importance of implementing policies effectively, including streamlining energy project approval processes and safeguarding the legal rights of private enterprises [14][15] - Local energy management departments are urged to tailor measures to support private enterprises based on regional conditions, fostering a conducive environment for their development [15]

以市场规律为牵引 构建多元协同能源生态链 习近平总书记在民营企业座谈会上强调，新时代新征程民营经济发展前景广阔、大有可为。扎扎实实落实促进民营经济发展的 政策措施，是当前促进民营经济发展的工作重点。这一重要论述为新时代民营经济发展指明了方向。4月28日，《国家能源局关 于促进能源领域民营经济发展若干举措的通知》（以下简称《通知》）公开发布，引导民营经济在推进能源绿色低碳转型和建 设新型能源体系中做大做优做强。在加快构建新型能源体系的背景下，作为关乎国计民生的能源领域，必须充分释放民营经济 的创新活力与市场灵活性，形成国有经济与民营经济相互促进、共同发展的良好局面。《通知》遵循市场经济基本规律，促进 能源领域民营经济健康发展，为民营经济参与新型能源体系建设稳固市场根基、增强发展动能、激发市场活力提供坚实基础， 对于保障国家能源安全、推动能源结构优化升级、实现能源高质量发展具有重大战略意义。 一、稳基础：能源领域民营经济重要性凸显 我国能源行业基于计划经济体制演变而来。新中国成立以来，基本建立起包括煤炭、石油、天然气、电力、核能、可再生能源 等的多样化能源工业体系。在以打基础、搭架子、聚资源为主要特征的能源发展初 ...