格隆汇8月25日丨国银金租(01606.HK)发布公告，公司作为出租人与承租人(即宁夏宝丰光伏发电有限公 司)于2025年8月25日订立融资租赁合同，据此，(i)出租人同意以代价人民币16亿元向承租人购买租赁 物，及(ii)出租人同意向承租人出租租赁物，租赁期为120个月。租赁物为位于宁夏回族自治区银川市兴 庆区月牙湖乡的发电设备。 ...

文 | 湖北省发展和改革委员会 8月2 0日，湖北省能源局关于《湖北省分布式光伏发电开发建设管理实施细则（征求意见 稿）》 公开征求意见的公告发布。 【征集意见】省能源局关于《湖北省分布式光伏发电开发建设管理实施细则（征求意见稿）》 公开征 求意见的公告 根 据 国 家 能 源 局 《 分 布 式 光 伏 发 电 开 发 建 设 管 理 办 法 》 （ 国 能 发 新 能 规 〔 2025 〕 7 号）要求，结合湖北省实际，省能源局研究起草了《湖北省分布式光伏发电开发建设管理 实施细则（公开征求意见稿）》，现向社会公开征求意见。 文件适用于省内分布式光伏发电开发建设管理。各类电力用户、投资企业、专业化合同能 源服务公司、自然人均可依法依规投资和经营分布式光伏发电项目。 一般工商业分布式光伏的建设场所属于公共机构的，其上网电量可根据实际情况灵活确 定。属于工商业厂房的，其年度自发自用电量原则上不低于年度发电量的5 0%。 鼓励项 目单位通过光储协同、柔性负荷调度等方式提高自发自用比例。 大型工商业分布式光伏可采用自发自用余电上网模式参与现货市场，其他分布式光伏发电 项目上网电量原则上全部进入电力市场，具体按照国 ...

成都市新筑路桥机械股份有限公司 2025 年半年度报告全文 成都市新筑路桥机械股份有限公司 成都市新筑路桥机械股份有限公司 2025 年半年度报告全文 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人肖光辉、主管会计工作负责人贾秀英及会计机构负责人(会计 主管人员)贾秀英声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质 承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解计 划、预测与承诺之间的差异。 请投资者注意公司可能面对的风险，具体详见"第三节、管理层讨论与 分析"之"十、公司面临的风险和应对措施"。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 成都市新筑路桥机械股份有限公司 2025 年半年度报告全文 成都市新筑路桥机械股份有限公司 2025 年半年度报告全文 一、载有法定代表人、主管会计工作负责人、会计机构负责人签名并盖章的财务报表。 二、载有法 ...

截至发稿，新筑股份市值为56亿元。 每经头条（nbdtoutiao）——汽车涂料龙头"命悬一线"，资金流向成迷，掌控者深藏不露 2025年1至6月份，新筑股份的营业收入构成为：光伏发电占比54.59%，机械部件及工程设备占比 45.41%。 每经AI快讯，新筑股份（SZ 002480，收盘价：7.27元）8月22日晚间发布公告称，按照四川省属国有企 业改革深化提升行动的有关安排部署，为推进专业化整合，成都市新筑路桥机械股份有限公司拟以非公 开协议方式向四川发展引领资本管理有限公司转让所持上海奥威科技开发有限公司约35.91%股权。 （记者 曾健辉） ...

"有的同学会问，书上写的跟踪式光伏什么样？在这里就能看到，光伏阵列自东向西，每15分钟转动。 这样一来，抽象的知识便具象化了。"近日，中国经济网记者跟随2025"新中有你"网络主题传播活动采 访团来到鄂尔多斯市的达拉特光伏发电应用领跑基地，正好碰见了某研学机构的齐老师在带队考察。 据了解，基地规划在建设过程中，始终把生态优先、绿色发展作为根本遵循，在开发利用库布其沙漠丰 富的太阳能资源、广袤的土地资源的同时，采用"林光互补"建设模式，推动沙漠生态治理、现代能源经 济、沙漠农林牧业、沙漠风情旅游多产业融合发展。 孩子们围着转动的光伏板好奇提问，齐老师一边操作演示设备，一边结合课本知识讲解原理，让更多孩 子在实地体验中了解新能源发电的奥秘，以及我国能源结构深度调整的生动实践。 今年一季度，我国风电光伏发电装机达到14.82亿千瓦，历史性超过火电装机。得益于所处地理位置和 气候条件，鄂尔多斯位列一类风能资源区和二类太阳能资源丰富区，全年平均日照时数可达3000小时。 近年来，鄂尔多斯早已不满足于坐拥"乌金之海"，而是向"追风逐日"拓展，大力开发"绿色富矿"。 达 拉特光伏发电应用领跑基地。中国经济网 宋雅静／摄 向 ...

Investment Rating - The investment rating for the industry is "Overweight" [4] Core Views - The industrial power generation volume in July increased by 3.1% year-on-year, indicating a recovery in power production [3] - The implementation of Gansu's "Document 136" has established a market-oriented pricing mechanism for renewable energy, with a stock price of 0.3078 yuan/kWh [3][42] - The overall valuation of the public utility sector has slightly decreased, with the industry index PE (TTM) at 17.38 times, down from 17.51 times the previous week [25] Market Performance - The public utility sector index fell by 0.55% during the week of August 11-15, underperforming compared to the Shanghai Composite Index by 2.24 percentage points [2][13] - The individual stock performance showed significant gains for companies like Fuan Energy (+28.72%) and Hongtong Gas (+15.80%), while companies like Huayin Power (-9.44%) and Xinzhu Co. (-8.79%) faced declines [31][31] Industry Dynamics - The total industrial power generation for July reached 926.7 billion kWh, with a notable increase in thermal and solar power generation [37] - Gansu's new pricing mechanism for renewable energy projects aims to stabilize the market and improve project profitability [38][42] - The implementation of demand response subsidies in Guangzhou aims to enhance the efficiency of power supply and demand management [46] Key Data Tracking - As of August 15, the price of Shanxi mixed coal (5500) was 695 yuan/ton, reflecting a week-on-week increase of 2.51% [53] - The trading volume of green certificates for wind and solar power reached 14.22 and 12.26 thousand respectively during the week of August 11-17 [56] - The national CEA trading volume for the week was 93.0 million tons, with an average transaction price of 72.30 yuan/ton [58]

Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Views - The company achieved impressive performance in Q2 2025, with a revenue of 22.76 billion yuan, a year-on-year increase of 16.25%, and a quarter-on-quarter increase of 50.00%. The net profit for the same period was 4.07 billion yuan, reflecting a year-on-year growth of 22.75% and a quarter-on-quarter growth of 109.27% [1]. - The growth in revenue and profit is attributed to the high growth in energy storage inverters, with sales revenue for energy storage inverters reaching 793 million yuan, a year-on-year increase of 313.51% [2]. - The company is focusing on optimizing product structure and increasing the sales proportion of high-margin customers, which has positively impacted gross margins [2]. Summary by Sections Financial Performance - In H1 2025, the company reported a total revenue of 37.94 billion yuan, a year-on-year increase of 13.09%, and a net profit of 6.02 billion yuan, a year-on-year increase of 70.96% [1]. - The inverter sales volume was 466,200 units, a year-on-year decrease of 6.98%, but revenue from inverters was 26.13 billion yuan, a year-on-year increase of 16.57% [2]. Business Segments - The household photovoltaic power generation system and new energy power production business showed stable growth, with revenue from household photovoltaic systems reaching 808 million yuan, a year-on-year increase of 4.12% [3]. - The cumulative installed capacity for new energy power production reached 1329.52 MW by June 30, 2025, primarily located in East, Central, and South China [3]. Future Projections - Revenue projections for 2025-2027 are estimated at 80.20 billion yuan, 97.98 billion yuan, and 115.72 billion yuan, with corresponding growth rates of 22.6%, 22.2%, and 18.1% [4]. - The net profit for the same period is projected to be 12.31 billion yuan, 15.23 billion yuan, and 18.16 billion yuan, with growth rates of 78.1%, 23.7%, and 19.3% respectively [4].

Group 1 - China has made significant financial commitments to strengthen its economy, focusing on consumer spending, childbirth, housing, and transportation subsidies [3][18][20] - The government has implemented a total of 300 billion yuan in subsidies, with various initiatives aimed at stimulating consumption and supporting families [18][20] - The country is transitioning from a manufacturing powerhouse to a consumption-driven economy, with nearly 50 trillion yuan in annual consumption and over 20 trillion yuan in imports [29][30] Group 2 - The Chinese economy has shown resilience, with a notable increase in domestic savings and a 12.8% rise in household savings in the first half of the year [23][25] - The state-owned enterprises play a crucial role in the economy, with their assets accounting for 67% of the national GDP, providing a foundation for financial stability and investment [25][27] - The shift in macroeconomic policy emphasizes improving living standards and promoting consumption, which is expected to lead to significant economic transformation by 2025 [29][30][32]

证券代码： 600063 证券简称：皖维高新 公告编号：2025-042 安徽皖维高新材料有限公司 关于投资新建分布式光伏发电项目的公告 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。 重要内容提示： ●投资标的名称：分布式光伏发电项目（以下简称"本项目"或"项目"）。 ●投资金额：本项目总投资 5,537.87 万元。 ●相关风险提示：本次投资新项目,可能存在因市场情况变化导致新业务开 展不顺利,造成公司投资损失的风险。项目运营期间存在国家产业、税收以及电 价政策变化的风险。 一、对外投资概述 （一）对外投资基本情况 光伏发电作为一种清洁、可再生能源，在工业园区的应用前景广 阔，不仅有助于降低企业的运营成本，还能显著减少碳排放。2025 年 5 月 21 日，国家发展改革委、国家能源局发布《关于有序推动绿 电直连发展有关事项的通知》 （发改能源〔2025〕650 号） ，探索创新 新能源生产和消费融合发展模式，促进新能源就近就地消纳，更好地 满足企业绿色用能需求。该《通知》明确"绿电直连"为新能源不经 公共电网、通过专线向 ...

Core Viewpoint - The completion of the largest photovoltaic power station in the Taklamakan Desert, the Tayu Qiemu Photovoltaic Power Station, marks a significant advancement in developing clean energy in ecologically fragile areas of China [1] Group 1: Project Overview - The Tayu Qiemu Photovoltaic Power Station has generated over 300 million kilowatt-hours of green electricity [1] - It is the first large-scale centralized photovoltaic power station built in the center of a shifting desert in China, covering an area of 3,916 acres and consisting of nearly 260,000 solar panels [1] - The power station is equipped with a 10 megawatt energy storage system [1] Group 2: Additional Developments - The Tarim Oilfield has established five centralized photovoltaic power stations in the Taklamakan Desert, including Weili, Qiemu, Yecheng, Jiashi, and Shangku, with a total installed capacity of 2.6 million kilowatts [1] - These photovoltaic stations have collectively generated over 2 billion kilowatt-hours of green electricity, with a maximum daily power generation of 5 million kilowatt-hours [1]