8月25日晚间，双杰电气（300444）发布2025年半年报显示，上半年，公司实现营业收入23.76亿元，同 比增长41.95%，实现归母净利润1.04亿元，同比增长20.11%。 对于业绩增长的原因，半年报显示，一方面得益于新能源业务规模的快速扩张和输配电业务核心产品的 稳定增长，另一方面受益于公司深入推动精细化管理，有效降低成本、提高交付效率。 新能源板块持续突破 为践行"双碳"战略，双杰电气战略布局"源网荷储"一体化项目。根据公告，该项目新增负荷为55.2万吨 高碳铬铁合金项目，拟建设风电装机容量40万千瓦，配建储能规模6万千瓦/24万千瓦时。公司表示，源 网荷储一体化项目通过优化能源结构、提高能源利用效率、降低负荷侧用电成本等方式，可以实现经济 效益和社会效益的双赢。 同时，双杰电气进一步拓展海外市场，实现国内外市场共振。公司近期公告，公司及全资子公司雙杰香 港拟直接或间接投资吉尔吉斯斯坦100MW光伏发电项目。该项目位于吉尔吉斯斯坦的负荷中心，有较 大电力市场空间，同时吉尔吉斯斯坦国家电网表示对该项目实施提供协助，并承诺保证项目所发电力全 部并网。 双杰电气表示，此次对外投资有利于扩大公司新能源业务 ...

中环新能源(01735)早盘涨超7%，截至发稿，涨3.41%，报9.05港元，成交额1937.64万港元。 此次合作，被视为中环新能源在董事长余竹云的带领下，以"双碳目标"为引领，响应"一带一路"倡议、 加速绿色能源技术出海的重要举措。该公司近期已与Sama科技、霍尼韦尔UOP及ONYX集团等多家海 外企业接连达成合作，其国际化战略获市场关注。据悉，全球资管巨头贝莱德(BlackRock)、亚洲最大 金融银行之一星展银行等均对其发展前景持乐观态度。 消息面上，中环新能源发布公告，于2025年8月25日，EGN LTD(EGN)与公司订立一份谅解备忘录，据 此，谅解备忘录的各订约方(拟在阿曼投资光伏电站项目，并在当地建立光伏组件产能。合作将基于平 等互利、产业协同及协调发展的原则，致力建立长期稳定的战略合作伙伴关系，以实现共同成长及共享 成功。 依据战略合作协议，EGN LTD将主导在阿曼开发以绿色能源为基础、融合数据中心(包括但不限于AI数 据中心)的源网荷储一体化项目。中环新能源将提供光伏电站投资建设运营，综合能源管理等服务。同 时，双方将在后续资源及产品协同、技术研发与产业本地化、深化区域合作等方面展开合 ...

然而，本次源网荷储一体化项目也存在一定风险。项目整体投资规模较大，投资金额会根据项目建设需 求调整，存在不确定性；工程建设等方面的不稳定性，也会给项目实施带来一定风险。此外，投资事项 还可能受到宏观经济、产业政策、行业环境、项目经营管理等因素影响，导致投资回报期较长、流动性 较低、投资无法达到预期收益。公司将及时监控市场变化情况，把控风险，并提醒广大投资者注意投资 风险。 本次公告的备查文件包括第六届董事会第七次会议决议以及深交所要求的其他文件。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 近日，北京双杰电气股份有限公司（证券代码：300444）发布公告称，其控股子公司赤峰市万泰新材料 有限公司拟投资 ...

证券代码：301162 证券简称：国能日新 国能日新科技股份有限公司 投资者关系活动记录表 编号：2025-011 投资者关系活动 类别 特定对象调研 □ 分析师会议 □ 媒体采访 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 其他（反路演活动） 参与单位名称 详见附件清单 时间 2025 年 8 月 25 日 地点 电话会议 上市公司接待 人员姓名 董事会秘书 赵楠女士 财务总监 啜美娜女士 证券事务代表 池雨坤先生 投资者关系活动 主要内容介绍 关于 2025 年半年度报告整体情况介绍 报告期内，公司坚持技术创新和产品研发，不断提升以功率预测产 品为核心的主营业务产品能力及服务水平，稳固领先市场地位。受益于 新能源整体装机规模快速增长及分布式"四可"管理要求带来的新增市 场机会等积极因素影响，公司主要产品的市场景气度较高。2025 年上 半年，公司实现营业收入 3.21 亿元，同比增长 43.15%；实现归属于上 市公司股东的净利润 4,597.32 万元，同比增长 32.48%,；归属于上市公 司股东的扣非净利润 4,348.46 万元，同比增长 53.52%。公司业务主要 经营成果如下： 1 ...

8月22日下午，亚泰集团与华电新能源集团股份有限公司签署战略合作协议。亚泰集团与华电新能相互 配合，积极参与地方电力能源规划建设及相关重大规划建设工作。主要合作内容包括在全国各地开展新 能源项目选址规划；整合双方资源，推进项目备案、立项和审批，促成项目投资建设落地；先期在吉 林、黑龙江等区域开展试点项目合作开发，共同获取当地风光资源，推进试点项目落地，形成可复制 的"新能源+"融合模板，实现合作双赢；积极探索"新能源+"、"源网荷储一体化"、"绿电直连"示范项 目，实现能源和产业的互补和平衡。 ...

重要的消息有哪些 6．商务部消费促进司负责人谈2025年7月我国消费市场情况，其中提到，7月份，我国消费市场发展态 势总体平稳。据国家统计局数据，当月社会消费品零售总额3.88万亿元，同比增长3.7%，增速比去年同 期高1个百分点。1—7月，社会消费品零售总额28.42万亿元，同比增长4.8%，服务零售额同比增长 5.2%，商品和服务零售合并同比增长5%左右。 7．恒生指数有限公司宣布指数季度检讨结果，恒生指数成份股数目将由85只增加至88只。加入中国电 信股份有限公司-H股、京东物流股份有限公司、泡泡玛特国际集团有限公司。变动将于2025年9月5日 (星期五)收市后实施并于2025年9月8日(星期一)起生效。 8月25日（下周一）申购提示 新股方面，华新精科申购代码732370，发行价18.60元/股，申购上限1.35万股。 投资有风险，申购需谨慎。 1．8月22日，证监会发布实施《证券公司分类评价规定》（以下简称《规定》），修订后的《规定》突 出促进证券公司功能发挥；引导证券公司聚焦高质量发展，支持中小机构差异化发展、特色化经营；突 出"打大打恶"导向，强化综合惩戒，切实加强中小投资者保护。 2．工业和信 ...

Core Viewpoint - The company reported stable revenue but a significant decline in profit due to various operational challenges, while continuing to focus on strategic development in the energy sector [1] Financial Performance - For the first half of 2025, the company achieved operating revenue of 4.896 billion yuan, which is approximately flat year-on-year [1] - The total profit amounted to 112 million yuan, with a net profit attributable to shareholders of 47.93 million yuan [1] Strategic Focus - The company aims to become a leading comprehensive energy listed company based on power distribution and sales, optimizing the electricity business environment [1] - It completed a record high power distribution volume of 6.802 billion kilowatt-hours during the reporting period [1] Operational Challenges - The decline in operating performance was attributed to factors such as reduced water inflow in the river basins of its hydropower stations, decreased investment income from affiliated enterprises, and tax payments from previous years [1] Development Initiatives - The company is committed to developing large projects and focusing on major users, with investments exceeding 1.277 billion yuan in integrated energy projects [1] - It is also working on enhancing its power generation capacity through multi-energy complementarity [1]

Core Viewpoint - The environmental industry is transitioning from a phase of incremental expansion to one of optimization, as traditional infrastructure markets become saturated. Companies must adapt from construction to operational services to remain competitive [1][3]. Financial Performance - In the first half of 2025, the company reported a revenue of HKD 3.4 billion, a decrease of 3% year-on-year. However, the net profit attributable to shareholders was HKD 191 million, an increase of 33% year-on-year, with basic earnings per share at HKD 0.0923 and a proposed dividend of HKD 0.028 per share [1][2]. - The decline in revenue was primarily due to a decrease in construction revenue, while the increase in net profit was attributed to cost reduction efforts and decreased financial expenses [1][2]. Business Segments - The company's construction service revenue decreased by 4% year-on-year, while operational service revenue grew by 1%, increasing its share of total revenue by 4 percentage points. Operational service revenue now accounts for 94% of total revenue, up from 79% in 2022 [2]. - Despite a 4.1% decrease in biomass processing volume, the company saw a 3% increase in electricity generation and a 27.4% increase in steam sales, indicating improved operational efficiency [2]. Industry Trends - The traditional infrastructure market is becoming saturated, with ecological environment engineering investments expected to drop below 30% by 2025. Client demands are shifting towards long-term operational services, including maintenance and smart upgrades [3]. - The company plans to focus on enhancing its biomass utilization projects and developing high-value projects such as biomass gasification and zero-carbon parks, integrating various renewable energy resources [3]. Biomass Project Transformation - The company operates 54 biomass utilization projects, with a design capacity of approximately 120,000 tons per year. The net profit from biomass projects increased by 15% year-on-year to HKD 626 million, driven by growth in heating services and improved fuel quality [4][5]. - A notable project, the Anhui Dazhong biomass project, achieved profitability for the first time after transitioning from a pure power generation model to a combined heat and power model, capitalizing on local demand for heating [4][5]. Cost Management and Financial Strategies - The company is implementing various measures to control costs and enhance management efficiency, including targeted support for waste disposal projects and reducing operational expenses [5]. - Financially, the company successfully issued a national subsidy asset-backed security (ABS) of RMB 653 million, which helped lower domestic loan interest rates and improve accounts receivable management [5].

Core Viewpoint - The 10th Western Energy Storage Forum will be held on August 19-20, 2025, in Hohhot, Inner Mongolia, focusing on the integration of new energy and energy storage in China's western region, contributing to the national dual carbon strategy and the construction of a new power system [2][30]. Event Overview - The forum aims to create an innovative communication platform involving government, industry, academia, research, and application to explore new ideas for the development of new energy and energy storage in western China [2]. - The full agenda for the forum has been officially released, detailing various sessions and discussions [2]. Main Reports and Sessions - Keynote speeches will cover topics such as the new energy revolution and new energy storage technologies, the current status and trends of the new energy storage industry, and innovative practices in energy storage technology by major companies [10][11][12]. - The forum will feature multiple sub-forums focusing on new energy storage and electricity markets, innovative value creation in energy storage, and the exploration of unique energy storage markets in the western region [13][14][16]. Special Topics and Discussions - Discussions will include the integration of energy storage with renewable energy sources, innovative business models for zero-carbon parks, and the application of new energy storage technologies in data centers [19][22]. - A roundtable discussion will address the collaboration between large-scale energy storage and green hydrogen production, emphasizing the importance of stable green electricity supply [19]. Supporting Organizations - The forum is organized by several key institutions, including the China Energy Research Society, the Zhongguancun Energy Storage Industry Technology Alliance, and the Inner Mongolia Energy Storage Industry Promotion Association [24][30].

Investment Rating - The report assigns a "Buy-A" investment rating with a target price of 45.45 CNY for the next six months [4][6]. Core Insights - The company has successfully transformed its business model, with significant growth in its new energy sector, which now serves as a key growth driver, surpassing traditional elevator business revenue [1][21]. - The implementation of the 136 document is expected to enhance the value of energy storage, with the introduction of a capacity price mechanism in Gansu province, which could be adopted nationwide, providing stable revenue for the energy storage industry [2][54]. - The company is strategically positioned to benefit from the green electricity revolution driven by the surge in AI computing power, with initiatives in data centers and green energy projects [3][55]. Summary by Sections 1. Dual Business Model Driving High-Quality Development - The company has diversified into the new energy sector through the acquisition of Beijing Tianqi Hongyuan, focusing on energy storage system integration and new energy power station development [15][16]. - In 2024, the new energy business revenue grew by 103.61% to 879 million CNY, accounting for 34.76% of total revenue, with a gross profit contribution of 64.75% [21][28]. - The company has successfully balanced the cyclical fluctuations of the elevator industry by expanding its new energy business [21][28]. 2. Policy-Driven Energy Storage Value Recovery - The cancellation of mandatory energy storage requirements is expected to shift the industry from price competition to product quality competition [40][51]. - Gansu province has introduced a capacity price mechanism for independent energy storage, which is anticipated to stabilize investment returns and promote sustainable development in the energy storage sector [54][55]. 3. Integrated Energy Supply Solutions - The increasing energy consumption of data centers, driven by AI, presents a significant opportunity for energy storage solutions [55][56]. - The integration of green electricity supply and independent energy storage is expected to create a synergistic revenue model, enhancing profitability for energy projects [63][64]. 4. Proprietary Technology and Product Barriers - The company has established a strong product barrier through self-developed technologies and a decade of industry experience, focusing on high reliability and energy efficiency in its energy storage products [66][68]. - The company holds 39 patents related to energy storage and has made significant investments in R&D, ensuring a competitive edge in the market [68].