央视网消息："十四五"期间，在能源领域，新疆能源产业发展迅速。广袤的166万平方公里土地上，不仅风、光新能源领域发展 迅速，能源开发还实现了"飞天遁地"的突破。 这里是新疆哈密市的一片茫茫戈壁滩。长60米、直径40米的一台浮空式风力发电设备2025年9月在这里试飞成功。这样的浮空式风 力发电站能将高空捕获的风能转化成电能，为新疆新能源开发实现从地面到天空的跨越。 "十四五"末，新疆风力、光伏发电站装机量预计将达1.12亿千瓦，绿色电能比例达55%以上，名列西北第一、全国前三。 转一圈覆盖面积相当于3个足球场的巨型风机，万面反光镜反射光线聚焦加热的熔岩发电站，铺设在沙漠中世界最大单体光伏发电 站和最前沿的浮空风力发电站，正源源不断将新疆沙、戈、荒和高空的能量不断聚集。 除了最前沿的新能源发电站，"十四五"重点工程——"疆电入渝"特高压输电线路实现了新疆电能长距离传送大西南的梦想。有了这 条能源大动脉，仅仅7毫秒，新疆的电能就能输送到重庆市。形象的比喻就是，一眨眼功夫，电就已经在新疆至重庆间往返30多 趟。 新能源电力既要能传得出去，更要能储得住。"十四五"期间，新疆将建成投运新型储能电站218个，装机规模位西部 ...

内蒙古能源局相关负责人介绍，库布齐基地项目建设遵循"生态优先、治沙为主"原则，采用"板上发 电、板下修复、板间种植"的综合治理模式。通过建立高立式沙障、锁边草方格和光伏板下生态修复三 级防护体系，形成立体生态屏障，实现发电与治沙双重效益。 目前库布齐基地已累计完成约30万亩沙化土地治理。随着沙戈荒风电光伏基地持续推进，预计到"十五 五"末期，该区域沙化土地治理面积将超过150万亩，年发电量预计达到近1400亿千瓦时，每年可节约标 煤约4200万吨，减少二氧化碳排放约1亿吨。 内蒙古库布齐基地特高压外送通道于9月29日正式开工建设，标志着我国"十四五"规划中规模最大的沙 戈荒风电光伏基地进入全面实施阶段。该库布齐基地项目建成后每年可向京津冀地区输送约360亿千瓦 时电力，其中清洁能源占比达60%。 该输电通道采用±800千伏特高压直流技术，起点位于内蒙古鄂尔多斯市达拉特旗，途经山西省，终点 设在河北省沧州市，线路总长699公里。作为库布齐基地的关键组成部分，该项目规划建设光伏发电800 万千瓦、风力发电400万千瓦，同步配置400万千瓦支撑性煤电及500万千瓦时新型储能设施。 ...

Core Insights - The company is focusing on expanding new strategic power sources and increasing the development of renewable energy projects to enhance the proportion of renewable energy in its overall power generation [1] - The company aims to improve the quality of power transmission channels to facilitate the cross-regional consumption of renewable energy, thereby reducing overall electricity procurement costs [1] - The company is exploring high-potential projects in various sectors such as industrial gases, hydropower development, wastewater treatment, integrated energy, and low-altitude economy to diversify its business strategy [1] Business Development - The company has transitioned from a "single power supply" model to a collaborative approach across six business segments, expanding its operations from Chenzhou to eight provinces, cities, and autonomous regions nationwide [1] - The company has received multiple industry honors and has become a benchmark enterprise in the local energy sector, contributing to public electricity and water supply, environmental responsibility, and local economic development [1] Strategic Initiatives - Since 2025, the new management team has been implementing reforms to enhance internal efficiency through organizational streamlining and mechanism optimization, focusing on cost reduction and efficiency improvement across various dimensions [1] - The company is actively promoting the development and integration of renewable energy, with significant growth in installed capacity and procurement of renewable energy in the first half of 2025 [2] Renewable Energy Focus - The company operates five wastewater treatment plants in Anren County, with good overall payment collection for wastewater treatment services [2] - The renewable energy business segment will deepen regional layouts, focusing on areas rich in renewable resources and strong policy support, while advancing distributed photovoltaic projects and charging infrastructure [2] Cost Advantages - The renewable energy purchased by the company has a cost advantage compared to conventional electricity from the national grid, positively impacting profit levels [3] - The company benefits from a dual revenue model through self-invested renewable projects, generating both investment returns and cost savings by reducing external electricity procurement expenses [3]

Core Viewpoint - The company plans to invest 1.421 billion yuan in the integrated energy project, which includes 160MW wind power, 100MW solar power, and a 130MW/260MWh energy storage system, with a construction period of 2 years [1][2] Investment Details - Total investment for the project is 1.421 billion yuan, funded through self-owned and self-raised funds [1] - The project is expected to have an investment payback period of 12.06 years and a financial internal rate of return (IRR) of 7.47% after tax [1] - The estimated annual net profit after the project is operational is approximately 50.35 million yuan [1] Project Feasibility and Management - The project has received necessary approvals and is in the process of securing land [2] - The company has established a mature renewable energy development team and a management system suitable for integrated energy projects [2] - A comprehensive energy regulation platform has been designed based on the project's electricity load characteristics [2] Energy Supply and Consumption - The project will supply approximately 424 million kWh of green electricity annually to the company's subsidiaries, with renewable energy accounting for about 63% of total electricity consumption [3] - The project aims to transition the company's energy consumption from traditional to renewable sources, optimizing the energy structure [3] Environmental Benefits - The project is expected to save approximately 165,000 tons of standard coal annually and reduce emissions of CO2 by 450,000 tons, SO2 by 46.1 tons, NOx by 75.1 tons, and dust by 8.2 tons compared to coal-fired power plants [4]

本报讯(记者马宇薇)9月30日，内蒙古电投能源（002128）股份有限公司(以下简称"电投能源")发布公告 称，拟投资建设国家电投兴安盟突泉县6.385万千瓦风电项目。 电投能源在公告中提到，2022年10月份，为推动通辽市、兴安盟两地新能源开发合作，促进区域经济深 度协同发展，通辽市、兴安盟签署两地新能源产业协同发展框架协议。上述项目是两地新能源协同开发 的又一重要实践，进一步推动两地经济社会实现高质量发展。上述项目与突泉县44.5万千瓦风电项目共 同开发，可在当地形成规模化效应，进一步扩大电投能源在蒙东地区影响力，为后续在兴安盟进行项目 开发奠定良好基础。 公告显示，上述项目已于2025年1月立项，由电投能源全资子公司兴安电投能源有限责任公司投资建 设。项目静态总投资为2.84亿元，动态总投资为2.87亿元；考虑分摊后，项目静态投资3.11亿元，动态 投资3.14亿元。 项目拟安装3台单机容量6.7兆瓦、7台单机容量6.25兆瓦风力发电机组，10台箱式变压器，50.89千米集 电线路。项目接入已建成投运的突泉县44.5万千瓦风电项目220千伏升压站35千伏侧，通过一条送出线 路，共同送出。 ...

电投能源（002128）于2025年9月28日发布公告，其2025年第九次临时董事会审议通过了《关于投资建 设国家电投兴安盟突泉县6.385万千瓦风电项目的议案》。该项目由公司全资子公司兴安电投能源有限 责任公司投资建设。 项目投资情况 项目静态总投资为28,397.72万元，动态总投资为28,695.12万元。考虑分摊后，项目静态投资31,074.33万 元，动态投资31,399.76万元。项目资本金比例20%，其余为银行贷款，项目可研贷款利率暂按3.5%考 虑，后续将争取更低贷款利率以降低融资成本。 项目基本情况规划情况：2024年4月取得建设指标，规划建设6.385万千瓦集中式风电。项目位置：场址 位于兴安盟突泉县，区域范围约45平方公里，距乌兰浩特市直线距离约73千米，距突泉镇直线距离约18 千米，地形以平原丘陵为主，交通良好。建设内容：拟安装3台单机容量6.7兆瓦、7台单机容量6.25兆瓦 风力发电机组，10台箱式变压器，50.89千米集电线路，接入已建成投运的突泉县44.5万千瓦风电项目 220千伏升压站35千伏侧。前期进展：2024年4月10日取得项目建设指标；2024年12月30日取得核准批 ...

Core Insights - China National Petroleum Corporation (CNPC) is celebrating its 75th anniversary and is focusing on developing new growth curves beyond traditional oil and gas, aiming to transform into a comprehensive international energy and chemical company [1][4] Group 1: Company Achievements - CNPC has established a "three 100 million tons" structure in its oil and gas business, with domestic oil and gas production accounting for approximately half and two-thirds of the national totals, respectively [1] - The company has successfully built five major oil and gas cooperation zones and four cross-border oil and gas transportation channels, becoming China's largest multinational operating enterprise [2][1] Group 2: Future Strategies - In response to the global energy revolution and carbon neutrality goals, CNPC's renewable energy development now accounts for 7% of its domestic energy supply, with advancements in green hydrogen, carbon capture, utilization and storage (CCUS), and geothermal technologies [4] - The company is also focusing on innovation in shale oil and gas, ultra-deep drilling, and high-end chemical materials, while promoting digital transformation and intelligent development across its operations [4]

Group 1 - Xinjiang Zhenjiang Yingzhen New Energy Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The legal representative of the company is Chen Jinwan [1] - The business scope includes sales of wind power equipment, research and development of wind power systems, and technical services for wind and solar power generation [1] Group 2 - The company is jointly held by Jiangsu Yingzhen Electric Power Industry Co., Ltd. and Liaoning Zheneng Technology Co., Ltd., a wholly-owned subsidiary of Zhenjiang Co., Ltd. (stock code: 603507) [1]

Group 1: Core Objectives of the Action Plan - The action plan aims for a comprehensive green transformation in Fujian by 2030, with significant advancements in green production and lifestyle, and improved resource utilization efficiency [1][3] - Specific targets include achieving a scale of approximately 300 billion yuan for the energy-saving and environmental protection industry, and a non-fossil energy consumption ratio exceeding 30% by 2030 [1][3] Group 2: Development of Green Low-Carbon Industries - The plan emphasizes the growth of green low-carbon industries, focusing on areas such as optoelectronic information, integrated circuits, and new energy, with the goal of cultivating national-level strategic emerging industry clusters [3] - It aims to innovate in future industries, particularly in data intelligence, hydrogen energy, advanced new materials, and health and new medicine [3] Group 3: Renewable Energy Initiatives - The plan promotes the development of non-fossil energy sources, including upgrades to onshore wind power and the construction of offshore wind projects, as well as the safe development of nuclear power [3][5] - By 2030, the non-fossil energy consumption ratio is targeted to exceed 30% [3] Group 4: Transportation and Infrastructure - The plan includes initiatives to promote low-carbon transportation, such as the electrification of public service vehicles and the development of electric ships and aircraft [4] - It aims to reduce carbon emissions from operational transport vehicles by approximately 9.5% compared to 2020 levels by 2030 [4] Group 5: Marine Economy Development - The marine economy is highlighted as a key driver for Fujian's economic growth, with a projected marine GDP of 1.25 trillion yuan in 2024, reflecting a 6.1% year-on-year increase [7] - The plan includes the establishment of marine economic development demonstration zones in Fuzhou and Xiamen [7] Group 6: Market Mechanisms for Green Transition - The plan outlines the establishment of a carbon emissions trading market and the reform of natural resource asset usage systems to support market-oriented mechanisms for green transformation [8] - It emphasizes the importance of scientific planning and strategic development in optimizing the marine industry structure and enhancing technological innovation [9]

Investment Rating - The investment rating for Huaneng Hydropower is "Buy" and is maintained [9]. Core Views - The company achieved a significant increase in hydropower generation due to favorable water conditions and the commissioning of new power units, resulting in a 10.93% year-on-year growth in hydropower output in the first half of the year [2][11]. - Despite a decrease in water inflow in the second quarter, the company's installed capacity growth helped maintain stable performance, with a 3.25% year-on-year increase in total generation [2][11]. - The company is expanding its capacity and diversifying its energy sources, which is expected to support long-term growth [11]. Summary by Sections Financial Performance - In the first half of 2025, the company reported revenue of 12.959 billion yuan, a year-on-year increase of 9.08%, and a net profit attributable to shareholders of 4.609 billion yuan, up 10.54% year-on-year [6][11]. - The second quarter saw a total generation of 31.46 billion kWh, a slight increase of 3.25% year-on-year, despite a marginal decline in net profit to 3.101 billion yuan, down 0.1% year-on-year [2][11]. Capacity Expansion - The company has successfully commissioned the 1.116 million kW Huaneng Hardiangbao Hydropower Station, contributing to its capacity expansion [11]. - Future projects include the RM Hydropower Station, which is expected to enhance the overall efficiency of the hydropower system in the Lancang River basin [11]. Market Outlook - The company anticipates EPS of 0.48 yuan, 0.52 yuan, and 0.54 yuan for 2025, 2026, and 2027 respectively, with corresponding PE ratios of 18.89, 17.56, and 16.94 [11].