运达股份（300772）公告，公司拟以全资子公司新疆运达新能源有限责任公司为主体，投资建设伊吾县 联泰配套新能源项目。项目总投资额为9.82亿元，其中资本金比例约为20%，金额为1.98亿元，由公司 自筹，剩余资金通过金融机构贷款筹集。项目实施地点为新疆维吾尔自治区哈密市伊吾县附近，拟安装 26台10MW机组，配置储能，新建1座监控中心。新疆公司注册资本将增资至1.98亿元。伊吾项目风资 源良好，预计收益可观，符合公司发展战略，有利于提升公司盈利能力。 ...

证券代码：000537 证券简称：中绿电 天津中绿电投资股份有限公司 | ？公司获取资源的风光类型和地域倾向？ | | --- | | 答：截至2025年一季度末，公司在建项目规模1129万千瓦，其 | | 中风电项目880万千瓦，光伏项目223万千瓦。后续公司将更加注重 | | 提升投资质量，优化资本投向与布局，逐步实现由西北向中东部转 | | 移、由光伏向风电转移，持续增强公司盈利能力、抗风险能力及可 | | 持续发展能力。 | | 问题4.公司资金需求情况以及融资计划？ | | 答：截至2025年一季度末，公司账面资金60.55亿元，尚未发行 | | 公司债额度30亿元，加上电费的持续流入及补贴款的陆续回收，公 | | 司资金整体较为充裕，能够满足当前项目资金开发需求。 | | 后续伴随新能源项目投资增加，并出现较大资金需求或资金缺 | | 口时，公司将继续发挥多元化融资优势，通过银行贷款、补贴保理 | | 、定向增发、公开发行公司债等多元化途径筹集资金，以满足项目 | | 开发建设的资金需求。 | | 问题5.公司分红展望？ | | 答：为保障公司分红的持续性、稳定性，提高投资者获得感， | | 公司 ...

Investment Rating - The report maintains a "Recommended" rating for companies such as China Nuclear Power, Funiu Co., and Huaneng Hydropower, while giving a "Cautious Recommendation" to companies like China General Nuclear Power and Longyuan Power [23][3]. Core Insights - The electricity sector outperformed the market this week, with the public utility sector rising by 2.22% and the electricity sub-sector by 2.21%, both exceeding the Shanghai and Shenzhen 300 index [1][7]. - Shandong Province has established a mechanism electricity price that aligns with the benchmark price for coal-fired power, which is expected to stabilize investment returns for renewable energy projects [2][24]. - The report highlights the significant drop in coal prices, which has led to steady growth in thermal power performance in Q1, with expectations for continued improvement as the peak electricity consumption season approaches [3][20]. Summary by Sections Weekly Market Review - The public utility sector index closed at 2,377.21 points, up 51.64 points, while the electricity sub-sector closed at 3,171.91 points, up 68.52 points [1][7]. - The sub-sectors showed varied performance, with solar power up 4.01%, thermal power up 4.00%, and wind power up 1.78% [12][19]. Special Topic - Shandong's new pricing mechanism for renewable energy projects is set at 0.3949 yuan per kWh, matching the coal-fired benchmark price, which is expected to mitigate revenue volatility for existing projects [2][24]. - The competitive bidding for new renewable projects starting from June 1, 2025, will determine the mechanism price, enhancing investment predictability [2][24]. Investment Recommendations - The report suggests focusing on companies with strong growth potential in the thermal and hydropower sectors, particularly Funiu Co., Gansu Energy, and Huaneng International [3][20]. - It also emphasizes the stability of large hydropower companies in a declining interest rate environment, recommending companies like Yangtze Power and Chuanwei Energy [3][20]. Key Company Earnings Forecasts - The report provides earnings per share (EPS) forecasts for several companies, with China Nuclear Power expected to have an EPS of 0.46 yuan in 2024, while Funiu Co. is projected at 1.07 yuan [23][3].