除传统电力数字化业务外，南网数字正积极培育新的增长点。在新能源领域，公司开发的虚拟电厂解决 方案已进入商业化阶段；在智慧城市方面，其数字孪生技术获得多个地方政府订单。此次IPO募投项目 中，能源行业交易与服务平台建设项目尤其值得期待，有望打开市场新空间。 尽管2023年受业务结构调整影响出现短期波动，但南网数字展现出强劲的复苏能力。值得关注的是，公 司主营业务毛利率始终保持在30%以上的较高水平，2024年净利润达5.74亿元，凸显出较强的盈利韧 性。这种稳定性源于其"技术+服务"的双轮驱动模式，既保证了短期收益，又为长期发展奠定基础。 作为国务院国资委首批"科改示范企业"，南网数字的混合所有制改革颇具亮点。公司先后引入长江电力 （600900）、广州城投等战略投资者，在保持国有控股的同时，有效激发了企业活力。2023年引入战略 投资者后，公司治理结构进一步优化，为后续发展提供了制度保障。 近日，南方电网数字电网研究院股份有限公司(以下简称"南网数字")披露了对深交所的首轮审核问询函 的回复。在数字经济与能源革命深度融合的时代背景下，南网数字的IPO进程备受市场瞩目。作为电力 能源企业数字化转型的主力军，南网 ...

驱动中国2025年8月25日消息，全球科技巨头埃隆·马斯克近日再度聚焦中国发展动能，其在社交媒体平 台X上高调宣布旗下人工智能公司xAI的重大技术进展之余，更直言不讳地指出，中国在电力供应与基 础设施建设领域的领先地位已形成"降维打击"，将成为全球AI竞赛中最具威胁的竞争者。 值得关注的是，马斯克此前多次公开表达对中国基建速度的惊叹。此次将能源供给与AI竞争力直接关 联，凸显出现代科技产业对基础资源的深度依赖。随着各国在清洁能源、智能电网等领域加大投入，这 场围绕"算力粮仓"的竞争或将重塑全球科技版图。 目前，xAI尚未披露Grok-3的具体性能指标，但市场普遍预期其将在多模态理解、推理能力等方面实现 突破。而中国科技企业在大模型赛道上的密集布局，正与全球头部企业的技术演进形成共振。这场由能 源革命驱动的AI竞速赛，或许才刚刚进入白热化阶段。 开源提速！xAI连发两代模型冲击行业格局 马斯克于日前通过X平台正式宣布，xAI去年表现最佳的大语言模型Grok-2.5（实际标注为Grok-2）即日 起开放源代码供全球开发者使用，而备受期待的下一代模型Grok-3也将在未来6个月内实现开源。这一 举措被视为xAI加速 ...

2025年7月，全国单月用电量首次突破10,226亿千瓦时，这个数字有多震撼？ 它相当于东盟国家全年的用电量总和（2023年东盟十国全年发电量约1.1万亿度），而中国仅用一个月就达到了这一规模。 更惊人的是，这一数字比2015年7月的5,031亿千瓦时整整翻了一番，十年间中国用电规模实现了指数级跨越。 网友@电工李哥感叹： "十年前我在车间数电表，一个月才几千度；现在一条芯片封装线一天就上万度！" 这种翻天覆地的变化，既是中国经济腾飞的缩影，也是全球能源格局重塑的起点。 官方原声：用电量十年翻番 国家能源局2025年1月发布的数据显示，2024年全社会用电量达98,521亿千瓦时，同比增长6.8%，其中7月单月10,226亿千瓦时的峰值尤为瞩目 。 中电联报告指出，以2020年为基期，2024年全行业用电指数增长29.5%，年均增幅6.7%。 这组数据背后，是中国经济稳中向好的基本面——高技术及装备制造业用电量增速连续四年领跑，互联网、充换电等新兴产业更是以年均超20%的速度增 长，成为拉动用电需求的核心引擎。 网友@数据小马甲直言："官方盖章，十年翻倍，牛！" 1万亿度电花在哪？——官方分项账本 （一）第一 ...

苏州固锝电子股份有限公司（股票简称：苏州固锝 股票代码：002079）于8月22日发布2025年半年度报 告。报告显示，尽管受到行业周期性波动影响，公司上半年营业收入为19.93亿元，但通过产品结构优 化和成本管控，实现了归属于上市公司股东的净利润4370.21万元，同比大幅增长310.28%。更值得关注 的是，公司经营活动产生的现金流量净额达到1.77亿元，同比提升146.90%，反映出经营质量的实质改 善和资金运营效率的提升。 业务板块协同发展，技术突破驱动增长 报告期内，公司主营业务涉及半导体和新能源材料领域。半导体业务作为公司的传统优势领域，上半年 实现收入4.61亿元，毛利率提升至14.81%。公司在车规级产品方面取得显著突破，多个产品线通过国际 一线客户认证并实现量产。马来西亚生产基地顺利建成汽车产品先进封测线，全球化布局迈出坚实步 伐。 新能源材料领域，全资子公司苏州晶银新材料科技有限公司虽然收入受到市场价格波动影响，但在技术 层面取得重要进展。含银量仅10%的银包铜浆料已进入量产阶段，预计下半年将带动销量大幅增长。 TOPCon、HJT、BC等主流技术路线用银浆产品性能持续提升，进一步巩固了公 ...

内蒙古作为全国重要的能源和工业基地，不仅拥有"风光双优"的可再生能源禀赋，更以丰富的稀土 资源储量奠定了战略根基，为风光制氢、固态储氢等前沿技术落地提供了"资源+产业"的双重保障，正 成为我国能源革命的重要战略支点。本届论坛搭建跨领域、多层次的创新合作平台，为能源产业高质量 发展注入全新动能。 本届大会由中国国际科技促进会、北京能源与环境学会共同主办。会议期间，还开展了主题报告、 圆桌对话、平行分论坛、科技创新成果墙报展和科技创新成果转化项目对接交流活动。来自全国各高校 和科研院所的22位专家依次推介了34项科技创新成果，覆盖清洁能源、二氧化碳资源化利用、新型储 能、智能电网等多个领域。推动高水平科研成果与包头产业实际需求紧密结合，让创新资源为包头能源 产业绿色化、高端化发展注入新动能。 开幕式上，包头市能源发展院士专家服务中心正式揭牌成立，包头市将利用院士专家之智，推动前 沿科技成果与包头能源产业深度融合，让更多科创成果从"实验室"走向"生产线"。会上，来自中国工程 院和中国科学院的4位院士分别就能源领域的核心议题作权威报告，为推动我国能源事业绿色可持续发 展提供建议和战略指导。 8月22日，第十三届能源科 ...

Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) reported a decline in revenue and net profit for the first half of 2025, primarily due to falling international oil prices and decreased domestic demand for gasoline and diesel [1][4]. Financial Performance - For the first half of 2025, Sinopec achieved revenue of 1.41 trillion RMB, a decrease of 10.6% compared to 2024 [2]. - The total profit for the period was 28.77 billion RMB, down 43.4% year-on-year [2]. - Net profit attributable to shareholders was 21.48 billion RMB, reflecting a 39.8% decline [2]. - The net profit after excluding non-recurring items was 21.22 billion RMB, a decrease of 40.4% [2]. - Operating income was 334.23 billion RMB, down 34.5% year-on-year [1]. Cash Flow and Assets - The net cash flow from operating activities increased by 44.4% to 61.02 billion RMB [2]. - As of June 30, 2025, total assets reached 2.14 trillion RMB, a 2.9% increase from the end of 2024 [2]. - Shareholders' equity attributable to the parent company was 827.45 billion RMB, up 0.9% [2]. Future Outlook - Sinopec anticipates continued growth in domestic natural gas and chemical product demand in the second half of 2025, despite the impact of alternative energy on refined oil demand [4]. - The company expects greater uncertainty in international oil prices due to geopolitical factors and global supply-demand dynamics [4]. - Sinopec plans to focus on operational efficiency, technological innovation, transformation, and management reform to promote high-quality development [4]. Capital Expenditure and Shareholder Returns - Sinopec has adjusted its annual capital expenditure plan downwards by approximately 5% [4]. - The company announced a mid-year cash dividend of 0.088 RMB per share, totaling 10.67 billion RMB (including tax) [4]. - A new share repurchase plan has been approved, with all repurchased shares to be canceled [4]. Strategic Initiatives - Sinopec's chairman emphasized the importance of embracing energy revolution and industrial transformation while focusing on innovation, value creation, and market expansion [5].

Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.41 trillion yuan and a net profit attributable to shareholders of 21.483 billion yuan [2] - The company plans to distribute a cash dividend of 0.088 yuan per share, totaling 10.67 billion yuan, with a dividend payout ratio of 49.7% [2] Shareholder Actions - The board approved a new share repurchase plan, intending to buy back shares worth 500 million to 1 billion yuan using its own funds and special loans, with all repurchased shares to be canceled [2] - The controlling shareholder, China Petroleum & Chemical Corporation, initiated a significant shareholding increase plan of 3 billion yuan, having already acquired approximately 330 million shares in the first half of the year, investing nearly 1.3 billion yuan [2] Operational Highlights - The company maintained stable production and operations, achieving a record high domestic oil and gas equivalent production of 262.81 million barrels, a 2.0% increase year-on-year [3] - Domestic crude oil production reached 126.73 million barrels, while natural gas production was 736.28 billion cubic feet, reflecting a 5.1% year-on-year growth [3] - The refining segment processed 120 million tons of crude oil, producing 71.4 million tons of refined oil and 22.06 million tons of chemical light oil, with a year-on-year increase of 11.5% in chemical products [3] Strategic Initiatives - The company is focusing on embracing energy revolution and industrial transformation, emphasizing high-end, intelligent, and green development of existing businesses [4] - It aims to enhance resource security and promote multi-energy complementarity, striving for a balanced development among oil, gas, and new energy sectors [4]

股票简称：龙蟠科技 股票代码：603906 （南京市经济开发区恒通大道 6 号） 江苏龙蟠科技集团股份有限公司 募集资金使用可行性分析报告 二〇二五年八月 江苏龙蟠科技集团股份有限公司（以下简称"公司"）为深入落实公司发展 战略，把握新能源汽车和储能市场快速发展机遇，进一步提升公司核心业务竞争 力，拟向特定对象发行 A 股股票（以下简称"本次发行"）。公司对本次发行募 集资金运用的可行性分析如下： 一、募集资金使用计划 本次向特定对象发行 A 股股票募集资金总额不超过人民币 200,000.00 万元 （含本数），扣除相关发行费用后的募集资金净额拟用于以下项目： 单位：万元 序号 项目名称 项目投资总额 拟投入募集资金额 合计 239,000.00 200,000.00 在本次发行募集资金到位前，公司将根据募集资金投资项目的实际情况，以 自筹资金先行投入，并在募集资金到位后按照相关规定的程序予以置换。募集资 金到位后，若扣除发行费用后的实际募集资金净额少于拟投入募集资金总额，在 本次发行募集资金投资项目范围内，公司将根据实际募集资金数额，按照项目的 轻重缓急等情况，调整并最终决定募集资金的具体投资项目、优先顺 ...

股票简称：龙蟠科技 股票代码：603906 （南京市经济开发区恒通大道 6 号） 江苏龙蟠科技集团股份有限公司 二〇二五年八月 江苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票预案 公司声明 在虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担法律 责任。 负责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 的声明均属不实陈述。 其他专业顾问。 项的实质性判断、确认或批准，本预案所述本次向特定对象发行股票相关事项的 生效和完成尚待公司股东会审议通过、上交所审核通过并获得中国证监会同意注 册的批复。 江苏龙蟠科技集团股份有限公司 2025 年度向特定对象发行 A 股股票预案 重大事项提示 本部分所述的词语或简称与本预案"释义"中所定义的词语或简称具有相同 含义。 议审议通过，根据有关法律、法规的规定，本次发行尚需公司股东会审议通过、 上交所审核通过并获得中国证监会同意注册的批复后方可实施。 定的证券投资基金管理公司、证券公司、信托公司、财务公司、保险公司、合格 境外机构投资者，以及符合法律法规规定的其他法人、自然人或其他合格的投资 者。证券投资基金管理公司、证券 ...

Core Viewpoint - The company plans to issue A-shares to specific investors to optimize its capital structure and enhance its operational capabilities in response to the growing demand in the new energy and energy storage sectors, driven by national policies and market trends [1][5][21] Group 1: Background and Purpose of the Stock Issuance - The issuance is set against the backdrop of China's "dual carbon" goals, with the transportation sector transitioning to new energy, creating significant opportunities for the electric vehicle and energy storage industries [1][4] - The demand for energy storage is rapidly increasing due to the instability of renewable energy sources, leading to a surge in battery shipments, with China's power battery shipments expected to reach 630 GWh in 2023 and 780 GWh in 2024, representing year-on-year growth of 31.3% and 23.8% respectively [1][2] - The company aims to enhance its production capacity for high-performance lithium iron phosphate (LFP) cathode materials to meet the growing market demand, as LFP batteries are projected to dominate the market with a 72% share in power battery shipments by 2024 [1][2][3] Group 2: Investment and Financial Strategy - The company plans to raise up to 2 billion RMB through this issuance, primarily to fund the construction of production lines for high-performance LFP materials and to supplement working capital [5][12] - The issuance is expected to lower the company's debt-to-asset ratio, which stood at 78.41% as of June 30, 2025, thereby enhancing financial stability and reducing operational risks [4][5] - The company has been investing in R&D to develop differentiated products with higher energy density and longer cycle life, which are essential for maintaining competitiveness in the rapidly evolving battery market [3][4] Group 3: Market Position and Competitive Landscape - The company has established strong business relationships with major battery manufacturers such as CATL and LG Energy, positioning itself as a key player in the LFP materials market [4][5] - The competitive landscape is characterized by rapid capacity expansion in the LFP sector, with many companies entering the market, leading to potential overcapacity and increased competition [2][3] - The company aims to leverage its technological advancements and production capabilities to capture a larger market share in the high-performance cathode materials segment [4][5]