近日，赫美集团（002356.SZ）发布财报，公司2024年实现营收4.07亿元，同比暴增146.43%；同期归属 于上市公司股东的净利润为-4368.57万元，相较于去年减亏7.45%；扣非后净利润为-7394.14万元，同比 大幅下滑162.74%；经营现金流净额为-9431.23万元，同比大幅下跌692.33%。 即便亏损，赫美集团仍铆足了劲儿投资新能源。从千万级的能源站收购，到超7亿元的"120MW光伏发 电制2000吨/年绿氢项目"投建，再到超31亿元的"262.5MW风力发电制0.8万吨/年绿氢及15万吨/年绿色 甲醇一体化项目"投资建设，赫美集团在新能源赛道疯狂加速。 来源于赫美集团财报 "投资现金流出额度"暴增，公司重金砸向新能源 南都湾财社记者注意到，2024年年初，主营业务为服装、鞋帽、箱包的赫美集团突然喊出了"确立氢能 源发展战略"。于是，2024年年初，赫美集团与关联方鹏飞绿能合资成立鹏飞氢美，鹏飞氢美为公司持 有51%股权的控股子公司，成为赫美集团能源板块业务运营主体。 | | | | 单位: 元 | | --- | --- | --- | --- | | 项目 | 2024 年 | ...

Group 1 - The core viewpoint of the news highlights the strong performance of the ChiNext New Energy Index and its constituent stocks, with significant increases in stock prices, indicating a bullish trend in the new energy sector [1][2] - As of May 6, 2025, the ChiNext New Energy Index (399266) rose by 2.15%, with notable gains from stocks such as Jinli Permanent Magnet (300748) up 7.03% and Shenghong Co., Ltd. (300693) up 6.70% [1] - The ChiNext New Energy ETF Huaxia (159368) has shown a cumulative increase of 2.44% over the past two weeks, reflecting positive market sentiment towards new energy investments [1][2] Group 2 - The ChiNext New Energy ETF Huaxia is the only ETF in the market tracking the ChiNext New Energy Index, which encompasses various sectors within the new energy and new energy vehicle industries [2] - The fund has a low management fee of 0.15% and a custody fee of 0.05%, totaling only 0.2%, making it an attractive option for investors looking to capitalize on new energy opportunities [2] - As of April 30, 2025, the top ten weighted stocks in the ChiNext New Energy Index account for 63.92% of the index, with key players including Huichuan Technology (300124) and CATL (300750) [2][4]

Core Viewpoint - Schroders Capital is focusing on China's renewable energy infrastructure, planning to launch a long-term fund that generates stable cash flow from quality assets like wind and solar projects [1][2]. Group 1: Investment Strategy - Schroders Capital aims to leverage its global experience and local resources to capture long-term value in the energy transition wave [1][2]. - The firm has established an Asian infrastructure department, which has already invested in 1.2 GW of renewable energy infrastructure assets, including a diversified portfolio of 47 wind and solar projects [2][3]. - The investment strategy includes selecting strong developers, capable partners, and carefully evaluating project locations based on regional electricity demand and supply structures [3][4]. Group 2: Market Outlook - China is projected to contribute over $800 billion to the global energy transition investment of $2 trillion in 2024, accounting for half of the incremental investment worldwide [4][5]. - The country leads in renewable energy equipment production, with wind turbine output accounting for two-thirds of the global market and solar photovoltaic (PV) production representing 70%-80% [5][6]. - The energy transition and low-carbon policies in China are expected to provide long-term policy dividends, supporting the development of renewable energy, smart grids, and energy storage [5][6]. Group 3: Emerging Opportunities - Energy storage is identified as a potential growth area, with China's operational power storage capacity exceeding 86 GW, representing 30% of the global market [6]. - The shift towards market-based electricity pricing is seen as beneficial for long-term investment institutions, despite short-term volatility [6]. - The current market "reshuffling" period presents an opportunity for professional institutions to enter, as equipment costs have stabilized after previous rapid declines [6].

4月22日，普洛斯中国发布的2024年可持续发展报告显示，2024年普洛斯中国与国家绿色发展基金及国 家能源集团旗下绿色低碳基金合作设立的综合性绿色能源投资平台，预计总投资规模近200亿元，对应 开发规模约4-5GW。与保碧新能源合作的洛能资本，在2024年完成新能源开发基金一期首轮关账，专注 于对工商业分布式光伏、分散式风电等新能源基础设施资产进行投资，预计总投资规模100亿元，对应 开发规模约3GW。2024年，普洛斯中国及其管理基金对中国市场的新增资本金达22.4亿美元，普洛斯 REIT也在当年完成第10次分红，累计分红超10亿元。此外，截至2024年末，普洛斯中国在中国23个城 市运营32座冷链物流中心，总体仓储容积增至480万立方米。(智通财经) ...

Group 1 - The fundraising process involves various combinations of projects and limited partners (LPs) to attract investments [2][3][6] - Investment teams quickly rearrange existing projects to align with the fundraising team's needs, often presenting a different set of projects during fundraising compared to actual investments made later [6][15] - The fundraising team actively seeks out LPs across the country, regardless of the suitability of the LPs, to expand their resource pool [11][12] Group 2 - The key to successful fundraising is having a thick skin and being adaptable to the needs of potential LPs [10][11] - The investment logic is primarily driven by the need to secure fundraising, leading to fragmented investment strategies that may not align with industry resources [15][16] - Institutions are under pressure to provide guarantees on annual returns to LPs due to poor past performance, leading to a focus on projects with acceptable return rates [18]

智通财经APP讯，运达股份(300772.SZ)公告，公司拟以控股公司绥滨宏瓴新能源有限公司(简称"绥滨公 司")、渭南泰安达风力发电有限公司(简称"泰安达公司")、温州洞头运海风力发电有限公司(简称"运海 公司")和温州运昕风力发电有限公司(简称"运昕公司")为主体，投资建设绥滨项目、管路项目、洞头2号 项目和苍南6号项目。 洞头2号项目位于浙江省温州市洞头区东南部海域。拟安装14台15MW机组，拟设置1座海上升压站和1 座陆上集控中心。洞头2号项目总投资额为24.52亿元，其中投资的资本金比例约为20%，由公司按持股 比例(80%)自筹3.93亿元，剩余资本金由温州市能源发展有限公司(简称"温州能发")按持股比例(20%)自 筹;剩余投资额通过向金融机构申请贷款筹集。 苍南6号项目位于浙江省温州市苍南县海域。拟安装14台15MW机组，拟设置1座海上升压站和1座陆上 集控中心。苍南6号项目总投资额为26.01亿元，其中投资的资本金比例约为20%，由公司按持股比例 (80%)自筹4.17亿元，剩余资本金由温州能发按持股比例(20%)自筹;剩余投资额通过向金融机构申请贷 款筹集。 绥滨项目位于黑龙江省鹤岗市绥滨 ...

【C】消保专属 "工牌"好City啊~ ↔ 学习金融知识 www 当"疯感工牌"爆火出圈 金融消费者权益保护教育宣传 也已经开始NEXT LEVEL了 快和招小宝一样 打造消保专属《 学金融知识，防范金融陷阱 "掷" NFFE " 沿革" ! 今日事，今日 ●信息 现在 我是XX投资公司的 新能源项目可是一个 客服经理。我们了 很好的投资风口呀~ 解到您目前有投资 的需求。 恰好我们公司在运 营一个新能源项 目。门槛低,收益 很可观。 一日,黄女士刷到某投资理财的短视 频,并通过视频内的信息添加了一位"导 师"的账号,进入了所谓的"免费投资指 导"群。群内"导师"每天不定时传授投资 技巧。一段时间后,在"导师"和"群友 们"的指导下,黄女士拿出20万跟风投某理 财项目。1个月后,该群突然解散,"导 师"也联系不上，黄女士意识到被骗。 厂 防范风险Tips | o 投资理财请选择正规机构，天上不会 掉馅饼,宣称掌握各种"投资技巧""内 幕消息" "稳赚不赔" "低成本高回报" 的都是诈骗话术，"群友们"可能都是 托，不要轻信，切勿转账。 单,要求制作一个66000元的现金鲜花礼 盒,对方转账到杨先生银行卡,让他 ...