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调研速递|龙源电力接受摩根大通等9家机构调研 新能源装机与发电量等要点披露
Xin Lang Zheng Quan· 2025-09-30 15:11
Core Viewpoint - Longyuan Power Group Co., Ltd. has conducted an investor relations activity involving nine institutions, focusing on specific research, analyst meetings, and roadshows [1] Group 1: Investor Relations Activity - The investor relations activity took place from August 20, 2025, to September 30, 2025, utilizing video conferences, phone communications, and in-person interactions [1] - Key executives from Longyuan Power, including the General Manager and other senior management, participated in the event [1] Group 2: Key Information Disclosed - In the first half of 2025, Longyuan Power added a net new renewable energy installed capacity of 2.053 million kilowatts, with wind power at 987,000 kilowatts and solar power at 1.096 million kilowatts, while reducing biomass capacity by 30,000 kilowatts [2] - As of June 30, 2025, the total installed capacity reached 43.1967 million kilowatts, comprising 31.3957 million kilowatts of wind power, 11.7949 million kilowatts of solar power, and 6,100 kilowatts from other renewable sources [2] - In August 2025, the company achieved a power generation of 5,273,319 MWh, a year-on-year increase of 15.53% excluding thermal power impacts, with wind power generation up by 7.42% and solar power generation up by 77.04% [2] - The company secured new renewable project development rights totaling 4.75 million kilowatts in the first half of 2025, including 2.98 million kilowatts of wind and 1.77 million kilowatts of solar [2] - The first batch of base projects, including Gansu Dunhuang and Guangxi Hengzhou, totaling 1.51 million kilowatts, have been completed on schedule [2] - The company maintains a long-term, stable, and sustainable dividend policy, with a proposed dividend payout ratio of 30% of net profit attributable to shareholders for 2024, and a mid-year dividend of 0.1 yuan per share for 2025 [2] - The average on-grid electricity price for wind power was 0.422 yuan/kWh, a decrease of 0.016 yuan/kWh year-on-year, while the solar power price remained stable at 0.273 yuan/kWh [2] - In the first half of 2025, the company completed green electricity transactions of 4.14 billion kWh, a year-on-year increase of 41.67%, and traded 4.232 million green certificates, up by 81.46% [2]
龙源电力(001289) - 001289龙源电力投资者关系管理信息20250930
2025-09-30 14:52
3. 公司新能源项目资源储备情况? 2025 年上半年,公司保持规模发展与质量效益并重,响应国家 重大发展战略,优化发展导向。全力推动"沙戈荒"风光大基地项 目,加强海上风电拓展,优先争取中东南部消纳有保障且电价相对 较优区域的竞配指标,精准科学合理实施"以大代小"项目,因地 制宜推进共享储能项目,充分发挥集团一体化优势,推进产业协同 发展,站高谋远推动深远海项目发展,稳妥推进新能源项目并购。 证券代码: 001289 证券简称:龙源电力 龙源电力集团股份有限公司投资者关系活动记录表 编号:2025-03 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 (请文字说明其他活动内容) | | | 摩根大通、花旗、汇丰、中信证券、中金、大和证券、招商证券、 | | 参与单位名称 | 华源证券、兴业证券等 | | 时间 | 2025 年 08 月 20 日-2025 年 09 月 30 日 | | 地点 | 视频会议、电话交流、现场交流 | | | 执行董事、 ...
滨化股份拟投资14.21亿元建设源网荷储一体化项目 促进公司能耗向可再生能源转型
Core Viewpoint - The company plans to invest 1.421 billion yuan in the integrated energy project, which includes 160MW wind power, 100MW solar power, and a 130MW/260MWh energy storage system, with a construction period of 2 years [1][2] Investment Details - Total investment for the project is 1.421 billion yuan, funded through self-owned and self-raised funds [1] - The project is expected to have an investment payback period of 12.06 years and a financial internal rate of return (IRR) of 7.47% after tax [1] - The estimated annual net profit after the project is operational is approximately 50.35 million yuan [1] Project Feasibility and Management - The project has received necessary approvals and is in the process of securing land [2] - The company has established a mature renewable energy development team and a management system suitable for integrated energy projects [2] - A comprehensive energy regulation platform has been designed based on the project's electricity load characteristics [2] Energy Supply and Consumption - The project will supply approximately 424 million kWh of green electricity annually to the company's subsidiaries, with renewable energy accounting for about 63% of total electricity consumption [3] - The project aims to transition the company's energy consumption from traditional to renewable sources, optimizing the energy structure [3] Environmental Benefits - The project is expected to save approximately 165,000 tons of standard coal annually and reduce emissions of CO2 by 450,000 tons, SO2 by 46.1 tons, NOx by 75.1 tons, and dust by 8.2 tons compared to coal-fired power plants [4]
滨化股份拟14.21亿元投建滨化集团北海滨华新材料源网荷储一体化项目
Zhi Tong Cai Jing· 2025-09-30 09:47
Core Viewpoint - The company aims to promote the utilization of land and renewable resources in the Binhai North Economic Development Zone and Wudi County, focusing on the development of a diversified and intelligent energy supply and consumption system, while accelerating its green and low-carbon transformation [1] Investment Project Summary - The company plans to invest in the Binhua New Materials Integrated Energy Storage Project through its subsidiary, Shandong Binhua New Energy Co., Ltd., with a total investment of 1.421 billion yuan [1] - The project includes the construction of a 160MW wind power plant, a 100MW photovoltaic power station, and a 130MW/260MWh energy storage facility, along with a 110kV booster station that features a smart energy comprehensive dispatch and control center [1]
滨化股份:投资14.21亿元建设源网荷储一体化项目
Xin Lang Cai Jing· 2025-09-30 09:21
转自:智通财经 【滨化股份:投资14.21亿元建设源网荷储一体化项目】智通财经9月30日电,滨化股份(601678.SH)公告 称,公司拟通过控股子公司滨化新能源投资建设滨化集团北海滨华新材料源网荷储一体化项目,包括 160MW风电、100MW光伏电站,配置130MW/260MWh储能装置,以及110kV升压站等,总投资14.21 亿元。本项目预计对公司2025年度经营业绩不构成重大影响。 ...
滨化股份(601678.SH):拟投资14.21亿元建设源网荷储一体化项目
Ge Long Hui A P P· 2025-09-30 09:18
格隆汇9月30日丨滨化股份(601678.SH)公布,公司拟通过控股子公司山东滨化新能源有限公司(称"滨化 新能源")投资建设滨化集团北海滨华新材料源网荷储一体化项目(称"项目"),包括160MW风电、100MW 光伏电站,配置130MW/260MWh储能装置,以及110kV升压站(包含智慧能源综合调度管控中心等),总 投资14.21亿元。 ...
三峡能源(600905):海上风电持续引领,陆上大基地储备充足
Western Securities· 2025-09-30 07:52
Investment Rating - The investment rating for the company is "Buy" [6] Core Views - The company has a strong position in offshore wind power and a sufficient reserve of onshore large-scale projects, with a total installed capacity reaching 49.93 million kilowatts as of H1 2025 [1][2] - The company is focusing on developing large-scale renewable energy bases and offshore wind power projects during the 14th Five-Year Plan period [3] Summary by Sections Installed Capacity and Market Share - As of H1 2025, the company added 2.1807 million kilowatts of installed capacity, with a cumulative total of 49.9366 million kilowatts. The wind power capacity reached 22.9702 million kilowatts, accounting for 4.01% of the national market share, while solar power capacity reached 25.9055 million kilowatts, accounting for 2.35% of the national market share [1][2] Wind Power Business - The wind power business generated revenue of 9.947 billion yuan in H1 2025, a year-on-year decrease of 2.24%. The total power generation from wind power was 25.061 billion kWh, an increase of 8.69% year-on-year. The company has 5.3335 million kilowatts of wind power projects under construction [2] Solar Power Business - The solar power business reported revenue of 4.453 billion yuan in H1 2025, a year-on-year decrease of 3.16%. The total power generation from solar power was 13.911 billion kWh, a year-on-year increase of 10.25%. The company added 1.6426 million kilowatts of solar projects in H1 2025 [2] Financial Projections - The projected net profit attributable to the parent company for 2025-2027 is 6.125 billion yuan, 6.198 billion yuan, and 6.253 billion yuan, respectively, with year-on-year growth rates of 0.2%, 1.2%, and 0.9% [3][4]
华电新能9月29日获融资买入5648.05万元,融资余额7.46亿元
Xin Lang Cai Jing· 2025-09-30 01:45
资料显示,华电新能源集团股份有限公司位于北京市西城区宣武门内大街2号B座9层,成立日期2009年 8月18日,上市日期2025年7月16日,公司主营业务涉及风力发电、太阳能发电为主的新能源项目的开 发、投资和运营。主营业务收入构成为:电力销售98.99%,其他0.65%,租赁0.37%。 截至7月16日,华电新能股东户数251.05万,较上期增加16736673.33%;人均流通股997股,较上期增加 0.00%。2025年1月-6月,华电新能实现营业收入199.97亿元,同比增长15.90%;归母净利润62.40亿元, 同比增长0.54%。 责任编辑:小浪快报 9月29日,华电新能涨0.47%,成交额4.11亿元。两融数据显示,当日华电新能获融资买入额5648.05万 元,融资偿还5315.47万元,融资净买入332.58万元。截至9月29日,华电新能融资融券余额合计7.46亿 元。 融资方面,华电新能当日融资买入5648.05万元。当前融资余额7.46亿元,占流通市值的4.65%。 融券方面,华电新能9月29日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00 ...
A股前三季度新股数量与募资额双增
Bei Jing Shang Bao· 2025-09-29 15:47
Core Viewpoint - The A-share IPO market is experiencing growth in both the number of new listings and total fundraising amounts in the first three quarters of 2025 compared to the same period in 2024, indicating a healthier market environment [1][3][8]. Summary by Category IPO Quantity and Fundraising - A total of 78 new stocks were listed in the A-share market in the first three quarters of 2025, a 13.04% increase from 69 stocks in the same period last year [3][4]. - The total fundraising amount reached approximately 771.64 billion yuan, representing a 61.2% increase from 478.68 billion yuan in the previous year [3][4]. Major IPOs - The top five IPOs raised a total of about 320.75 billion yuan, a significant increase of 237.74% compared to 94.97 billion yuan in the same period last year [4]. - The largest IPO was Huadian New Energy, which raised approximately 181.71 billion yuan, followed by Zhongce Rubber with 40.66 billion yuan [3][4]. Market Segmentation - The number of new stocks listed on different boards included 29 on the Growth Enterprise Market (GEM), 26 on the Main Board, 15 on the Beijing Stock Exchange, and 8 on the Sci-Tech Innovation Board [5][6]. - The GEM accounted for approximately 37.18% of the new listings, with total fundraising of about 205.6 billion yuan, making up 26.64% of the total fundraising for the year [5][6]. Performance of New Stocks - Among the 78 new stocks, 50 reported a year-on-year increase in net profit, accounting for about 64.1% of the total [7]. - Notably, United Power achieved the highest net profit growth rate, with a 92.91% increase in net profit for the first half of 2025 [7]. Market Outlook - Experts suggest that the emphasis on "hard technology" in new stock listings reflects a focus on quality and regulatory control in the market [8]. - The overall performance of the A-share IPO market is expected to be better in 2025 compared to 2024, indicating a trend towards a healthier and fairer market environment [8].
78只、771.64亿元,A股前三季度新股数量与募资额双增
Bei Jing Shang Bao· 2025-09-29 12:51
Summary of Key Points Core Viewpoint - The A-share market is experiencing growth in the number of new IPOs and total fundraising in the first three quarters of 2025 compared to the same period in 2024, indicating a healthier market environment [1][3]. Group 1: IPO Statistics - A total of 78 new stocks were listed in the A-share market in the first three quarters of 2025, raising approximately 771.64 billion yuan, which is a 13.04% increase in the number of IPOs and a 61.2% increase in fundraising compared to the same period last year [1][3]. - The largest IPO was Huadian New Energy, which raised about 181.71 billion yuan, making it the only IPO to exceed 100 billion yuan this year [3]. - The top five IPOs raised a total of approximately 320.75 billion yuan, a significant increase of 237.74% compared to 94.97 billion yuan in the same period last year [3]. Group 2: Sector Performance - The ChiNext board had the highest number of new listings with 29 stocks, accounting for about 37.18% of total new listings, while the main board had 26 new stocks [4]. - The total fundraising from new stocks on the ChiNext board was approximately 205.6 billion yuan, representing about 26.64% of the total fundraising for new stocks this year [4]. - Notable IPOs from the main board included Zhongce Rubber and Tian You Wei, with fundraising amounts of 40.66 billion yuan and 37.4 billion yuan, respectively [3][4]. Group 3: Financial Performance - Among the 78 new stocks, 50 reported a year-on-year increase in net profit, representing about 64.1% of the total [6]. - The leading performer in terms of net profit growth was United Power, which achieved a 92.91% increase in net profit, amounting to approximately 5.49 billion yuan [6]. - Conversely, 28 stocks experienced a decline in net profit, with Huitong Technology showing the largest drop of 80.24% [6].