双良节能（600481）(600481.SH)发布公告，公司于近日收到招标人河北涿州京源热电有限责任公司送 达的中标结果公示文件，公司牵头的联合体中标河北京能涿州热电扩建项目2×1000MW热电联产机组工 程表面式凝汽器间接空冷系统EPC总承包(二次)招标项目，项目预计中标金额约为4.19亿元，占公司 2024年度经审计营业收入比重为3.21%。 ...

按照区域热负荷需求及"以热定电"原则，本项目装机规模为1×150t/h高温高压燃煤锅炉配置1×B20MW 级背压式汽轮发电机组。主要系统及设备包括锅炉、汽机及配套的输煤、风机、水泵、水处理、脱硫脱 硝、供配电系统设备等；总图工程主要包括燃料设施区、主厂房区、除尘区、脱硫脱硝区、配电设施区 等；主要建构筑物有汽机房、锅炉房、烟塔、升压站等；公用工程包括脱硫脱硝系统、给排水系统、冷 却水系统、锅炉补给水系统、消防以及通风系统等。 格隆汇9月29日丨百通能源(001376.SZ)公布，公司全资子公司百通宏达热力（泗阳）有限公司（简 称"泗阳百通"）拟投资建设"百通宏达热力（泗阳）有限公司热电联产三期项目"。本项目投资总额预计 约为22,357.30万元（最终投资总额以实际投资为准），资金来源为自有资金或自筹资金。 ...

中证报中证网讯(王珞)近日，长青集团（002616）公告称，拟投资5.71亿元建设茂名长青热电联产项目 二期及配套管网工程。其中热电联产项目二期工程投资额约2亿元，配套管网工程投资额约3.71亿元。 此举旨在满足中国石化茂名分公司扩产及其下游配套产业的蒸汽需求。 茂名高新区前身为广东茂名石化工业区，系中国三大炼化一体化产业基地之一，形成了全国第二大、华 南最大的环氧乙烷产业集群。茂名石化是我国首座千万吨级炼油厂、首座百万吨级乙烯厂、国内最完善 的燃料—润滑油—化工型炼油厂、国内第二家年利润超百亿元的炼化企业、广东绿色石化战略性产业集 群"链主"企业。 根据公告，茂名长青已与茂名石化签订《蒸汽供应合同》，约定在RTC装置投产后基础用汽量为月平均 165t/h，未达量仍按基础用汽量结算，该约定大大增强了收入的确定性。此外，值得一提的是，本次二 期项目总投资5.71亿元中，管网工程占比高达65%。这种投资结构体现了长青集团"轻资产化"运营思路 ——通过管网设施锁定用户，收取稳定管输费或蒸汽销售费。 作为公司"扩大非电收入"与"轻资产化转型"战略的关键落子，茂名项目二期依托国内领先的炼化一体化 产业基地，展现了比满城 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002616 证券简称：长青集团公告编号：2025-042 债券代码：128105 债券简称：长集转债 广东长青（集团）股份有限公司 第六届董事会第三十二次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 广东长青（集团）股份有限公司（以下简称"公司"）第六届董事会第三十二次会议通知于2025年9月23 日以电子邮件等方式送达公司全体董事。本次会议于2025年9月25日在公司会议室以现场与通讯方式召 开。本次会议应到会董事5人，实际到会董事5人，公司监事及高级管理人员列席了本次会议。本次会议 的召集、召开和表决程序符合有关法律、法规和《公司章程》的规定。会议由董事长何启强先生主持， 经与会董事认真审议，通过了以下议案： 一、审议通过《关于投资建设茂名长青热电联产项目二期及配套管网工程的议案》 表决结果：同意5票、反对0票、弃权0票。 本议案详见2025年9月26日刊登于《证券时报》《中国证券报》《上海证券报》《证券日报》及巨潮资 讯网（www.cninfo.com.cn）的《关于投资建设茂 ...

长青集团（002616）9月25日晚间公告，公司拟投资5.71亿元建设茂名长青热电联产项目二期，并建设 配套蒸汽管网工程项目。其中热电联产项目二期工程投资额约2亿元，配套管网工程投资额约3.71亿 元。 长青集团介绍，公司投资建设本项目主要为了满足茂名长青热电联产项目用汽客户中国石油化工股份有 限公司茂名分公司的扩产及其下游配套产业蒸汽需求。公司投资建设本项目，符合国家能源产业政策， 具有良好的社会效益，同时对公司在茂名高新区进一步拓展供热业务具有良好的示范效应。 "本项目的实施有利于扩大茂名长青的销售额及盈利能力。"长青集团表示，若本项目顺利实施，预计将 对公司未来的财务状况、经营业绩产生积极的影响，但对公司2025年度经营业绩不构成重大影响。项目 具体投资金额、收益率、回收期等应以项目可研报告及有关部门立项批复、备案文件为准。 资料显示，长青集团主营业务包括生物质热电联产、生活垃圾发电和工业园区燃煤集中供热三大板块， 从事电力和热力生产及生物质综合利用。 ...

Core Viewpoint - The company held a half-year performance briefing on September 24, 2025, to communicate with investors and address their concerns regarding business expansion and financial performance [1][2]. Group 1: Performance Overview - In the first half of 2025, the company achieved operating revenue of 463.43 million yuan, representing a year-on-year increase of 17.22% [3]. - The net profit attributable to shareholders was 68.76 million yuan, up 32.72% compared to the same period last year [3]. - The basic earnings per share reached 0.25 yuan, reflecting a growth of 31.58% year-on-year [3]. Group 2: Business Strategy and Development - The company aims to focus on "green energy supply" and "ultra-hard materials manufacturing," leveraging its thermal power generation business while developing its CVD diamond segment [3]. - The company is committed to strengthening its core advantages in thermal power generation and accelerating the layout of its CVD diamond business to cultivate a second growth curve [3]. Group 3: Diamond Business Insights - The company’s subsidiary, Zhejiang Huamao Technology Co., Ltd., is focused on the research and industrialization of diamond growth technology, establishing a comprehensive industrial chain [3]. - The company has achieved a good foundation for large-scale production, with a good yield rate of over 80% for cultivated diamond products and 90% for functional diamond materials, positioning it as a leader in the industry [3]. Group 4: Market Applications and Future Prospects - Diamond materials are recognized for their excellent thermal conductivity, making them suitable for heat management applications [4]. - The company is exploring the potential applications of diamond materials in extreme deep-sea environments, which aligns with national marine strategies and presents significant market opportunities [4].

Core Insights - The company reported a total revenue of 18.422 billion yuan for H1 2025, a year-on-year decrease of 7.56%, while the net profit attributable to shareholders was 302 million yuan, an increase of 15.96% [1] Group 1: Revenue and Profit Analysis - The decline in total revenue by 1.507 billion yuan was attributed to a 2.593 billion yuan increase in revenue from coal sales due to increased sales volume, offset by a 4.036 billion yuan decrease in revenue from falling coal prices, and a 64 million yuan decrease from changes in revenue from cogeneration, renewable energy, and other businesses [1] - The cogeneration segment generated revenue of 1.447 billion yuan in H1 2025, a decrease of 6.72% year-on-year, but the gross profit increased by 14.35% to 431 million yuan, with a gross margin of 29.77%, up 5.48 percentage points [2] Group 2: Coal Sales Performance - The coal circulation business achieved revenue of 16.928 billion yuan in H1 2025, a decline of 25.52%, while the total coal sales volume reached 31.9 million tons, an increase of 3.95 million tons, representing a growth of 14.13% [3] - The company's ability to achieve growth in coal sales amidst overall market weakness highlights the resilience of its coal circulation supply chain [3] Group 3: Strategic Acquisitions - The company announced plans to fully acquire Nan Taihu Technology for 1.4573 billion yuan, which is a mature enterprise in the cogeneration sector in Zhejiang Province, with existing boiler capacity of 480t/h and generator capacity of 48MW [4] - This acquisition is expected to strengthen the company's leading position in the energy sector through resource integration and industrial synergy, enhancing operational efficiency and scale [4] Group 4: Future Projections - Revenue projections for 2025-2027 are 43.622 billion yuan, 44.692 billion yuan, and 45.692 billion yuan, with growth rates of -2.43%, 2.45%, and 2.24% respectively, while net profit projections are 753 million yuan, 905 million yuan, and 944 million yuan, with growth rates of 1.9%, 20.2%, and 4.3% [5] - The company is assigned a target price of 16.19 yuan based on a 12x PE ratio for 2025, reflecting its strong operational experience and supply chain resilience [5]

Investment Rating - The report assigns a "Buy-A" investment rating to the company, with a target price of 16.19 yuan based on a 12x PE ratio for 2025 [6][11][18]. Core Insights - The company reported a total revenue of 18.422 billion yuan for H1 2025, a decrease of 7.56% year-on-year, while the net profit attributable to shareholders was 302 million yuan, an increase of 15.96% year-on-year [1]. - The coal trading business showed resilience with a sales volume increase of 3.19 million tons, a growth of 14.13% year-on-year, despite a revenue decline of 25.52% [3]. - The heat and power cogeneration segment achieved a revenue of 1.447 billion yuan, down 6.72% year-on-year, but the gross profit increased by 14.35%, indicating improved efficiency [2]. Summary by Sections Financial Performance - For H1 2025, the company experienced a revenue decline of 1.507 billion yuan, primarily due to a drop in coal prices, which reduced revenue by 4.036 billion yuan [1]. - The projected revenues for 2025-2027 are 43.622 billion yuan, 44.692 billion yuan, and 45.692 billion yuan, with corresponding net profits of 753 million yuan, 905 million yuan, and 944 million yuan [5][12]. Business Segments - The coal trading segment is expected to generate revenues of 40.242 billion yuan, 41.047 billion yuan, and 41.868 billion yuan from 2025 to 2027, maintaining a gross margin of 3% [13]. - The heat and power cogeneration segment is projected to achieve revenues of 3.291 billion yuan, 3.555 billion yuan, and 3.732 billion yuan, with a stable gross margin of 25% [14]. - The renewable energy segment is anticipated to generate consistent revenues of 54 million yuan across the forecast period, with a gross margin of 30% [14]. Strategic Developments - The company successfully advanced the acquisition of Nan Taihu Technology for 1.4573 billion yuan, which is expected to enhance operational efficiency and scale in the heat and power cogeneration sector [4]. - The company is actively expanding its market presence in key regions such as Xinjiang and Central China, leveraging its strong supply chain resilience [13].

Group 1 - The company held its 11th meeting of the 3rd Board of Directors on September 17, 2025, via communication, with all 9 directors present [2][4] - The Board approved the proposal to change part of the fundraising investment project and to pay registered capital to a subsidiary for project implementation [3][22] - The proposal will be submitted to the company's third extraordinary general meeting of shareholders for approval [6][22] Group 2 - The Supervisory Board also held its 9th meeting on September 17, 2025, with all 5 supervisors present, and approved the same proposal [12][14] - The company plans to change the investment project from the original Lishui City Hangli Thermal Power Project to the new Hubei Xiaochi Binjiang New District Combined Heat and Power Project [18][25] - The amount of funds to be redirected is approximately 67.07 million yuan, which will be used for the new project [18][21] Group 3 - The new project is expected to have a construction period of 18 months and will gradually generate revenue upon completion [19][31] - The total investment for the new project is estimated at around 670 million yuan, with the company contributing 67.07 million yuan from the redirected funds [21][26] - The project aligns with national and local industrial policies and is expected to support local economic development [27][28] Group 4 - The company has obtained necessary approvals for the new project, including environmental impact assessments and construction permits [38] - The project is anticipated to create job opportunities and contribute positively to the local economy [28][30] - The internal rate of return after tax for the project is projected to be 7.13%, with a payback period of 11.9 years [31]

Performance Summary - The company held a half-year performance briefing on September 4, 2025, discussing its operational results and financial status with investors [1] - For the first half of 2025, the company reported revenue of 1,515,081,598.34 yuan, total profit of 167,927,031.15 yuan, and net profit attributable to shareholders of 110,274,854.17 yuan [7] Corporate Governance - The company has implemented reforms to enhance internal governance, including the establishment of new policies for independent directors to improve their performance and governance capabilities [1][2] - An independent director's office has been set up to provide a conducive working environment and facilitate communication between the management and independent directors [2] Supply Chain Management - The company prioritizes stable supply in its supply chain management, continuously improving procurement processes and establishing management and supervision groups for coal operations [3] Environmental Management - The company has developed emergency response plans for environmental incidents, which have been filed with local ecological and environmental authorities [4] Financial Management - The company aims to enhance the efficiency of idle raised funds by engaging in cash management while ensuring risk control, with plans to disclose related matters in accordance with legal requirements [5] - A cash dividend of 0.6 yuan per 10 shares is proposed for the first half of 2025, pending approval from the shareholders' meeting [8] Asset Management - The increase in other non-current assets is attributed to the commencement of technical renovation projects and prepayments for long-term assets as per contractual agreements [9] Shareholder Information - As of the end of the second quarter of 2025, the total number of ordinary shareholders was 27,474 [6]