能源行业当前面临三大核心挑战：确保安全可靠的供应、加速脱碳进程以及保持成本可控。人工智能作为关键解决方案，正在深度融入能源行业的战略规 划。然而，要充分释放人工智能的潜力，企业不能仅限于分散、以用例为导向的部署方式，而应围绕价值流实施整体转型。人工智能正成为推动行业发展 的下一个技术飞跃。 2025年9月，毕马威发布《智能能源——人工智能驱动转型与价值重塑》报告（以下简称"报告"），通过对来自八个国家（澳大利亚、加拿大、中国、法 国、德国、日本、英国和美国）的163位大、中型能源企业高管的调研，揭示了当前能源行业在人工智能应用方面的最新进展。报告深入分析了企业在人 工智能战略、投资和实施方面的实践，并为能源企业的投资决策者及合作伙伴提供人工智能战略和投资指导建议。 在市场动态变化、技术颠覆、监管压力以及全球推动可持续发展的多重影响下，这一曾经以传统采掘和网络模式为基础的行业，正在向一个数字互联的生 态系统演进。 调研数据显示，人工智能在能源行业的应用呈现显著增长态势：56%的企业正在扩大人工智能项目的规模，而44%的企业已将人工智能融入运营核心环 节。受访者普遍认为，人工智能是推动运营流程优化的关键因素。具体 ...

近日，未可知人工智能研究院院长杜雨博士应邀为 国家能源集团 开展主题为 "AI赋能能源行业智能化转型：创新趋势与实践应用" 的企业内训。此次培 训聚焦人工智能在能源行业的最新发展趋势、核心技术突破及落地应用场景，吸引了集团各业务板块的管理与技术骨干参与。 培训中，杜雨博士结合 国家电网、南方电网、华为云、施耐德电气 等国内外典型案例，深入剖析了AI在智能巡检、功率预测、客服系统、能源管理等场 景中的成熟应用。他特别提到，由未可知人工智能研究院持续关注的国产大模型代表——DeepSeek，正以其高效低成本的训练优势，加速AI在能源等垂 直行业的落地进程。 杜雨博士从宏观、中观、微观三个维度系统讲解了AI如何重塑能源产业格局。他指出，当前全球AI产业正处于快速发展期，生成式AI作为新一轮技术革 命的核心引擎，正深刻改变传统行业的生产方式与服务模式。 尤其在能源领域，AI不仅在资源勘查、发电调度、电网运维等环节实现降本增效，更在推 动"双碳"目标落地、构建新型电力系统中发挥关键作用。 " AI不是未来的技术，而是当下的生产力。 "杜雨博士强调，能源企业应积极拥抱AI技术，从顶层设计到业务场景逐步推进智能化转型，构建 ...

水发兴业能源(00750)发布公告，自2025年9月23日起：(1)易永发先生已卸任并推任独立非执行董事、审 核委员会主席及薪酬委员会及提名委员会各自的成员职务;(2)肖创英先生已卸任并推任独立非执行董事 及审核委员会、薪酬委员会及提名委员会各自的成员职务;(3)孙德民先生获委任为独立非执行董事、审 核委员会主席及薪酬委员会及提名委员会各自的成员;(4)王进先生获委任为独立非执行董事及审核委员 会、薪酬委员会及提名委员会各自的成员;(5)郭培栋先生已辞任提名委员会成员;及(6)王素辉女士获委任 为提名委员会成员。 ...

Core Insights - The report highlights the energy production statistics in Hubei Province for the year 2025, indicating a mixed performance across different energy sources [1] - The overall electricity generation in Hubei for the first four months of 2025 shows a decline of 3.1% year-on-year, with total production at 931.2 billion kilowatt-hours [1] Summary by Category Electricity Generation - In April 2025, Hubei Province generated 239.8 billion kilowatt-hours of electricity, reflecting a year-on-year increase of 1.3% [1] - The breakdown of electricity generation from January to April 2025 shows: - Thermal power generation at 518.3 billion kilowatt-hours, accounting for 55.7% of total generation, with a year-on-year increase of 2.5% [1] - Hydropower generation at 292.1 billion kilowatt-hours, making up 31.4% of total generation, with a year-on-year decrease of 15.1% [1] - Wind power generation at 56.5 billion kilowatt-hours, representing 6.1% of total generation, with a year-on-year increase of 3.5% [1] - Solar power generation at 64.28 billion kilowatt-hours, constituting 6.9% of total generation, with a year-on-year increase of 14.1% [1] Industry Context - The report is part of a broader market research analysis and investment outlook for the energy sector in China from 2025 to 2031, published by Zhiyan Consulting [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, focusing on industrial enterprises with annual main business revenues of 20 million yuan or more [1]

Core Insights - The global energy demand is projected to grow by 2% in 2024, with energy-related carbon emissions increasing by approximately 1%, both reaching historical highs [1] - Fossil fuels continue to dominate the global energy structure, accounting for 87% of the total energy mix, with natural gas showing the highest growth rate at 2.5% [1] - Renewable energy, excluding hydropower, is the fastest-growing energy type, with a growth rate of 9%, significantly outpacing the average growth rate of total global energy demand over the past five years [1] Energy Demand and Supply - Global electricity demand is expected to grow by 4%, indicating a continued shift towards electrification in the energy system [1] - In 2024, renewable energy generation is anticipated to account for one-third of global electricity supply, but only 8% of total energy demand, highlighting the potential for increased penetration of renewables in end-use energy [1] Regional Insights - Wind and solar power generation increased by 16%, raising their share of global total generation from 13% to 15%, with China being the primary driver of this growth, contributing 57% of the new wind and solar capacity [2] - China's solar power generation nearly doubled in two years, showcasing its significant role in the renewable energy sector [2] Technological Impact - Advanced technologies like artificial intelligence are driving the demand for renewable energy, presenting complex challenges for energy development and utilization [2] - China is positioned to enhance its energy transition speed through the integration of AI with traditional fossil fuel industries and the development of new energy sectors [2] Dual Role of China - China plays a dual role in the global energy landscape, with coal demand exceeding that of all other regions combined, while also leading in renewable energy installations, electric vehicle sales, and battery storage deployment [2] - In 2024, China is expected to account for nearly 60% of the global increase in renewable energy electricity supply, significantly reducing fossil fuel imports and carbon emissions [2]

Group 1 - The company held its second extraordinary general meeting of shareholders in 2025, where all resolutions were approved without any objections [2][5][12] - The meeting was convened in accordance with the Company Law and the Articles of Association, chaired by Chairman Han Shifa [2][14] - All directors and supervisors attended the meeting, with some participating via telecommunication [3][4] Group 2 - The company approved a three-year shareholder return plan for 2025-2027 [5] - The company also approved the replacement of directors and independent directors, as well as the establishment of an internal accountability committee [6][7] - The company decided to abolish the supervisory board and revise certain provisions of the Articles of Association [6][7] Group 3 - The board of directors held its 19th meeting of the 9th session, where all proposals were passed unanimously [11][13] - The meeting was held on September 19, 2025, and all board members attended [15][16] - The board elected Wan Lianghui as the vice chairman, following the resignation of Lin Jian [22][18] Group 4 - The company announced an optimization of its organizational structure and functions, including the establishment of a Production Technology Research and Development Department [26][28] - The Operations Investment Department's functions were adjusted, and it was renamed the Operations Management Department [28][29] - The company now has a total of sixteen organizational units, with the remaining internal structures and responsibilities unchanged [29][30]

Group 1 - In 2024, global energy demand is projected to grow by 2%, with carbon emissions related to energy increasing by approximately 1%, both reaching historical highs [1] - Fossil fuels continue to dominate the global energy structure, accounting for 87% of the total, with natural gas consumption increasing by 2.5%, coal by 1%, and oil by 0.6% [1] - Global electricity demand is expected to grow by 4%, indicating a continued shift towards electrification in the energy system [1] Group 2 - Renewable energy generation is anticipated to account for one-third of global electricity supply in 2024, but only meets 8% of total global energy demand, highlighting significant potential for growth in renewable energy penetration [1] - Wind and solar energy generation is projected to increase by 16%, raising their share of global total generation from 13% to 15%, with China being the main driver, contributing 57% of the global increase in wind and solar capacity [2] - The integration of advanced technologies like artificial intelligence is expected to enhance the demand for renewable energy, presenting complex challenges for energy development and utilization, while significantly impacting the long-term growth of global renewable energy [2]

Group 1 - Guanghui Energy (SH 600256) announced on September 19 that its 19th meeting of the 9th Board of Directors was held in Urumqi, discussing the proposal to add members to the Compensation and Assessment Committee [1] - For the year 2024, Guanghui Energy's revenue composition is 97.26% from industrial operations and 2.74% from commercial operations [1] - As of the report date, Guanghui Energy's market capitalization is 32.2 billion yuan [1]

Group 1: Market Performance - The Hang Seng Index rose by 0.12%, gaining 31 points to close at 26,576 points, while the Hang Seng Tech Index increased by 0.62% [1] - The early trading volume in the Hong Kong stock market reached HKD 179 billion [1] Group 2: Notable Stock Movements - Gaming stocks saw significant gains, with August Macau gaming revenue slightly exceeding expectations, and strong demand anticipated for the upcoming National Day holiday. Wynn Macau rose by 5.41%, Melco International Development increased by 5.85%, and Sands China gained 5% [1] - Weimob Group surged over 10% as the company plans to raise over HKD 1.5 billion through a share placement, with Wujie Capital becoming the largest single shareholder [1] - Ganfeng Lithium rose over 10%, stating that its energy storage cell production capacity is currently at full capacity [1] - Changfei Optical Fiber and Cable increased over 12%, reaching a new high, driven by market enthusiasm for hollow-core fiber, although the related business has not yet significantly impacted financial data [1] - Hongteng Precision surged over 16% after announcing plans to build an electric vehicle charging station factory in Saudi Arabia, with accelerated AI product layout [1] - China Rare Earth Holdings rose nearly 9% as the Mt Bundy project reported increased reserves, and the company plans to spin off its rare earth gold business for a Hong Kong listing [1] - Stablecoin-related stocks mostly rose, as Hong Kong implements a stablecoin issuer system, potentially benefiting third-party payment institutions. Duodian Smart rose by 4%, Yaocai Securities Financial increased by 5.85%, and OSL Group gained 5% [1] Group 3: Company-Specific Developments - Haijia Medical rose over 6% after founder Zhu Yiwen increased his stake by purchasing 1.6648 million shares [2] - SenseTime-W increased over 3% as Goldman Sachs raised its expectations for the company's ToC business expansion, driven by generative AI innovations [3] - Musk denied rumors of Tesla receiving an order for 10,000 robots, leading to a decline of over 7% in Sanhua Intelligent Controls [4] - Fortior fell nearly 5% as shareholder Shanghai Huaxin plans to reduce its stake by up to 3% [4]

融资融券数据显示，该股最新（9月17日）两融余额为11.58亿元，其中，融资余额为11.45亿元，融券余 额为1236.20万元。近5日融资余额合计增加4224.80万元，增幅为3.83%。融券余额合计增加37.46万元， 增幅3.12%。 8月27日公司发布的半年报数据显示，上半年公司共实现营业收入106.76亿元，同比下降26.44%，实现 净利润1.26亿元，同比下降89.41%。（数据宝） 永泰能源9月18日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 12290.83 | | | 买二 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 | 11330.09 | | | | 部 | | | | 买三 | 华鑫证券有限责任公司上海茅台路证券营业部 | 10395.38 | | | 买四 | 国泰海通证券股份有限公司上海松江区中山东路证券营 | 10081.55 | | | | 业部 | | | | 买五 | 沪股通 ...