本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 （三）完善电费结算政策 现货市场连续运行地区，抽水蓄能抽发、电网侧独立新型储能充放电价按市场规则或现货实时价格执 行；现货市场未连续运行地区，抽水（充电）价格执行电网代理工商业用户购电价格，发电（放电）价 格形成方式由省级价格主管部门统筹考虑各类技术路线充放损耗等确定。抽水蓄能、电网侧独立新型储 能抽水（充电）时视作用户，缴纳上网环节线损费用和系统运行费用，暂按单一电量制用户执行输配电 价；发电（放电）电量相应退减输配电费。按比例由抽水蓄能电站分享的市场收益，统一按月结算、按 年清算。 二、对公司的影响 根据《通知》，公司所属的广蓄二期、惠蓄、清蓄、深蓄、海蓄、梅蓄一期、阳蓄一期7座抽蓄电站 （均已投运）属于第一类电站；公司所属梅蓄二期、肇庆浪江、惠州中洞、茂名电白、南宁、灌阳、钦 州、贵港、玉林9座抽蓄电站（其中梅蓄二期、南宁项目已投产，其它项目在建）属于第二类电站；公 司在《通知》出台后开工建设的电站，是执行第二类电站的电价政策，还是执行第三类电站的电价政 策，有待后续在项目 ...

南方电网储能股份有限公司 证券代码：600995 证券简称：南网储能 编号：2026-03 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 近日，国家发展改革委、国家能源局印发了《关于完善发电侧容量电价机制的通知》（发改价格 〔2026〕114号）（以下简称《通知》），其中进一步明确了抽水蓄能以及电网侧独立新型储能电价政 策，现将有关情况公告如下： 一、《通知》规定的相关电价政策 （一）完善抽水蓄能容量电价机制 根据《通知》，《关于进一步完善抽水蓄能价格形成机制的意见》（发改价格〔2021〕633号）（以下 简称"633号文件"）出台前开工（取得取水、临时用地、环评批复文件，下同）建设的电站，容量电价 继续实行政府定价，具体由省级价格主管部门按照633号文件办法核定或校核。电站经营期满后，按照 弥补必要技术改造支出和运行维护成本的原则重新核价。（下文称以上电站为"第一类电站"） 633号文件出台后开工建设的电站，由省级价格主管部门每3-5年按经营期内弥补平均成本的原则，根据 633号文件明确的成本参数规则，制定省级电网同期新开 ...

Group 1 - The stock price of Guang'an Aizhong closed at 4.96 yuan on August 4, down 0.60% from the previous trading day, with a trading volume of 120,242 hands and a transaction amount of 0.60 billion yuan [1] - The company reported a total operating revenue of 3.215 billion yuan for 2024, representing a year-on-year growth of 13.68%, but the net profit for the first quarter of 2025 decreased by 20.77% year-on-year [1] - The new residential off-peak electricity pricing policy in Sichuan, effective from August 1, is expected to reduce the company's net profit attributable to shareholders by approximately 39.38 million yuan for the year 2025 [1] Group 2 - The low valley electricity price during the flood season is set at 0.175 yuan per kilowatt-hour, while the dry season price is 0.2535 yuan per kilowatt-hour [1] - On August 4, the net outflow of main funds was 2.7548 million yuan, with a cumulative net outflow of 28.1231 million yuan over the past five trading days [1] - The company's total market value is 6.258 billion yuan, with a dynamic price-to-earnings ratio of 69.51 times [1]

Group 1 - The core point of the article is that Guang'an Aizhong (600979.SH) announced the impact of a new electricity pricing policy on its financial performance, which will take effect on August 1, 2025 [1] - The Sichuan Provincial Development and Reform Commission issued a notice regarding the implementation of a low valley electricity price policy for residential electricity usage [1] - The average selling price of residential electricity is expected to decrease, which will negatively affect the company's operating performance in 2025 [1] Group 2 - The preliminary estimate indicates that the new electricity pricing policy will reduce the company's net profit attributable to shareholders by approximately 39.38 million yuan in 2025 [1]