格隆汇2月6日丨龙源电力(00916.HK)发布公告，集团2026年1月按合并报表口径完成发电量716.27万兆 瓦时，较2025年同期同比增长12.05%。本月风电发电量同比增长8.11%，太阳能发电量同比增长 42.25%。 ...

智通财经APP讯，龙源电力(00916)发布公告，2026年1月按合并报表口径完成发电量716.27万兆瓦时， 较2025年同期同比增长12.05%。本月风电发电量同比增长8.11%，太阳能发电量同比增长42.25%。 ...

公司出资设立全资子公司（暂定名：广东韶能热电有限公司，下称"热电公司"），作为热电事业部的独 立法人实体，负责统筹热电板块企业的经营管理，后续通过股权划转方式，将公司全资或控股三个生物 质能发电企业的股权划入热电公司。该事业部下设5个部门。 格隆汇2月6日丨韶能股份(000601.SZ)公布，公司目前具有清洁可再生能源、精密（智能）制造、生态 植物纤维三大业务板块。为整合业务资源，构建权责清晰、响应迅速、一体化运营的管控体系，提升运 营效率与市场竞争力，适应在新发展阶段的客观需求，公司决定进行事业部制改革，成立餐具事业部、 精密（智能）制造事业部与热电事业部。 公司新设精密（智能）制造事业部，以控股子公司韶能集团韶关宏大齿轮有限公司（下称"宏大公司"） 为法人载体和运营主体。统筹管理原宏大公司与全资子公司韶能集团（韶关）华南精锻科技有限公司的 核心业务与资源，深化板块一体化运营。该事业部下设6大中心。 公司新设餐具事业部，以全资子公司广东韶能集团绿洲科技发展有限公司（下称"绿洲科技公司"）为法 人载体和运营主体。将全资子公司韶能集团绿洲生态（新丰）科技有限公司、控股子公司韶能集团广东 绿洲生态科技有限公司及全 ...

Group 1: Business Strategy and Development - The company aims to create a "software-hardware-digital system integration" one-stop solution, focusing on digital power grids, digital equipment, digital new energy, and digital new infrastructure [2][3] - The company has established strong partnerships with numerous central state-owned enterprises and industry leaders, with plans to expand its strategic customer base [3] - The "Dianhong" IoT operating system is being developed to provide solutions for large-scale IoT device access and operation maintenance in new power systems [3] Group 2: Industry Expansion and Achievements - In 2025, the company made progress in cross-industry business expansion, providing digital power distribution systems and management solutions to clients in the transportation and water sectors [3][4] - The company has worked with clients such as China Railway 16th Bureau and Shenzhen Airport to enhance operational efficiency and safety management capabilities [3] Group 3: Financial Projections and Investments - The fixed asset investment for the Southern Power Grid is projected to reach CNY 180 billion in 2026 [4] - The company's revenue projections for 2025 are disclosed in the prospectus, with the final figures to be confirmed in the annual report [4] Group 4: Technology and Product Development - The "Fuxi" main control chip is primarily applied in power-specific chips and modules, focusing on distribution automation and network security [5] - The "Dianhong" IoT operating system is the first domestic power IoT operating system, enabling plug-and-play capabilities across different types and brands of power equipment [5] - The micro intelligent current sensor, part of the "Jimu" brand, offers real-time measurement capabilities and is suitable for large-scale deployment in power distribution networks [6] Group 5: Manufacturing and Production - The company employs a hybrid production model, combining in-house development for core components with outsourcing for non-core processes [6]

Group 1 - ZTE Corporation plans to invest 200 million RMB to subscribe to the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Guidance Fund, focusing on areas supported by national policies such as new generation information technology and biotechnology [1] - Huayi Jewelry's subsidiary has reported overdue loans totaling 200 million RMB due to tight liquidity, with a cumulative overdue principal of 254 million RMB [2] - Guangzhou Baiyunshan Pharmaceutical's subsidiary has received approval for the consistency evaluation of Alfacalcidol soft capsules, which are used to treat calcium metabolism disorders [3] Group 2 - Kunming Pharmaceutical Group reported a 21.72% decline in revenue to 6.577 billion RMB and a 46% drop in net profit to 350 million RMB for 2025 [4] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [5] - Jinchuan Titanium Industry's subsidiary has temporarily suspended its sulfuric acid production due to reduced demand [6] Group 3 - Kelun Pharmaceutical's subsidiary has received approval for a new indication for its antibody-drug conjugate, which is used to treat advanced hormone receptor-positive breast cancer [7] - Fawer Co., Ltd. has completed the relocation of its Chongqing Yuantai Shock Absorber Company and commenced production [8] - Jiuzhoutong's subsidiary has received acceptance for the listing application of Betahistine Hydrochloride tablets [9] Group 4 - Zhongguancun plans to build a traditional Chinese medicine and raw material drug production base in Jiamusi City, Heilongjiang Province [11] - China Wuyi announced that part of its land in Kenya has been requisitioned by the government, with compensation of approximately 6.25 million RMB [12] - Times Electric reported a 15.46% increase in revenue to 28.761 billion RMB and a 10.88% increase in net profit to 4.105 billion RMB for 2025 [13] Group 5 - Top Cloud Agriculture's shareholder has received regulatory measures from the Zhejiang Securities Regulatory Bureau for failing to timely disclose shareholding changes [14] - Xinwanda's subsidiary has reached a settlement in a lawsuit involving over 2.314 billion RMB, with an estimated impact of 500 to 800 million RMB on net profit for 2025 [15] - Dongrui Co., Ltd. reported a 25.19% increase in pig sales revenue in January, totaling 214 million RMB [16] Group 6 - Tianjin Tianshi reported a 3.08% decline in revenue to 8.236 billion RMB, while net profit increased by 15.68% to 1.105 billion RMB for 2025 [17] - Wantong Expressway plans to invest approximately 5.42 billion RMB in the renovation and expansion of the Lianhuo Expressway [18] - Qiaoyin Co., Ltd. has pre-qualified for a sanitation integration service project worth approximately 73.8 million RMB [20] Group 7 - Jindi Co., Ltd. plans to acquire 100% equity of Yuni Precision for 116 million RMB, focusing on precision stamping products [21] - Heng Rui Medicine's HRS-4642 injection has been included in the list of breakthrough therapeutic varieties [22] - Tongde Chemical has had some assets frozen due to a financing lease dispute [23] Group 8 - Zhongli Co., Ltd. is establishing an industrial fund with a total commitment of approximately 408.76 million RMB, focusing on new materials and artificial intelligence [24] - Tianbang Food reported a 9.93% increase in pig sales revenue in January, totaling 674 million RMB [25] - New Hope reported a 10.03% decrease in pig sales revenue in January, totaling 1.628 billion RMB [26] Group 9 - Tainkang's subsidiary has received a drug registration certificate for Minoxidil topical solution [27] - Lihua Co., Ltd. reported a 9.8% increase in chicken sales revenue in January, totaling 1.289 billion RMB [28] - Guojitong General reported a 45.71% increase in net profit to 58.52 million RMB for 2025 [29] Group 10 - Zhixin Co., Ltd. plans to invest up to 1.1 billion RMB in an automotive stamping and welding parts project [30] - Chuangyuan Technology's subsidiary has pre-qualified for a National Grid project worth approximately 94.77 million RMB [31] - Lisheng Pharmaceutical's adenine phosphate raw material has passed the listing application [32] Group 11 - Tongguang Cable's subsidiary has pre-qualified for a National Grid project worth approximately 108 million RMB [33] - Zhenghong Technology reported a 7.74% increase in pig sales revenue in January, totaling 14.35 million RMB [34] - Pengding Holdings reported a 0.07% decrease in consolidated revenue in January, totaling 2.701 billion RMB [35] Group 12 - Hongri Pharmaceutical has received approval for clinical trials of its injectable drug for acute pancreatitis [36][37] - Xinhua Medical has decided to terminate the acquisition of a 36.19% stake in Wuhan Zhongzhi Biotechnology [38] - Tianyu Bio reported an 11.23% decrease in pig sales revenue in January, totaling 54.29 million RMB [39]

Group 1 - Major stock indices showed slight gains, with Dow futures up 0.08%, S&P 500 futures up 0.16%, and Nasdaq futures up 0.08%. Cryptocurrency stocks also rebounded, with Coinbase rising nearly 4% and Bitmine Immersion Technologies increasing by nearly 3% [1] - Power stocks experienced a pre-market rally, with Vistra Energy up 3.75% and Constellation Energy up 2.28%. Analysts from Bank of America indicated that recent sell-offs in this sector were due to policy misunderstandings rather than weak fundamentals, highlighting strong growth potential for specific power producers [1] - Chip stocks saw a pre-market increase, with Nvidia up 1.51% and AMD up 0.85% [2] - Amazon reported Q4 net sales of $213.39 billion, a 14% year-over-year increase, and AWS net sales of $35.58 billion, a 24% increase, marking the highest growth rate since the end of 2022. However, Amazon's projected capital expenditures for 2026 are expected to be around $200 billion, a 50% increase from 2025, which is significantly higher than Wall Street's expectations [5] Group 2 - Stellantis announced a write-down of €22 billion to adjust its electric vehicle strategy due to weak demand, leading to a stock price drop of over 20%. The company anticipates a net loss of €19 to €21 billion in the second half of 2025 and has suspended dividend payments [2] - Toyota raised its full-year outlook, projecting annual net sales of ¥50 trillion, up from a previous estimate of ¥49 trillion, and net profit expectations increased to ¥3.57 trillion from ¥2.93 trillion. The company also announced a leadership change, with CFO Koji Sato set to take over as CEO [3] - In Michigan, the Attorney General called for a re-evaluation of the power supply plan for Oracle's data center, citing concerns over the reliability of Oracle, OpenAI, and DTE Energy as partners, which could impact consumer electricity costs [4]

2月3日，笔者从国网浙江省电力有限公司了解到，截至2025年底，浙江省内清洁电源装机达到10054万 千瓦，首次突破1亿千瓦大关，清洁电源占省内电源装机比重达到56.8%。2025年清洁能源发电量1947 亿千瓦时，占全社会总发电量的35.7%。 过去五年，浙江落实国家"双碳"战略，加快清洁能源示范省建设，推动省内电源装机清洁化进程进一步 加快。截至2025年末，浙江省内电源装机规模达到17716万千瓦，"十四五"期间累计新增电源装机7574 万千瓦，是"十三五"时期累计新增电源装机规模的3.8倍。其中，清洁电源装机增加6030万千瓦，占新 增电源装机规模的八成。 "十四五"期间，浙江电力累计建成"两交三直"特高压骨干网架，支撑省内抽水蓄能电站装机超1000万千 瓦，保障以"风光"为代表的清洁能源高效并网和消纳利用。 进入"十五五"，浙江将进一步加快能源清洁化进程。预计到2030年，风电、光伏装机将超过1亿千瓦， 三澳核电站、三门核电站二期等陆续投运，浙江将加快构建"风、光、水、核"多元清洁电力供给格局。 浙江电力将进一步加快电网建设，推动甘肃—浙江±800千伏特高压直流输电工程和省内特高压交流环 网建设按期 ...

中国南方电网有限责任公司2月6日发布《南方电网公司关于相关主体冒用我公司下属企业名义的严正声明》。 近期，我公司发现"甘肃中研信科能源有限公司"及下属企业假冒我公司下属企业进行市场主体登记，并开展不法活 动。为了维护我公司声誉，避免社会公众遭受人身和财产损失，现郑重声明如下： 一、"甘肃中研信科能源有限公司"及下属"北京中网绿能控股有限公司"等各级分子公司(详见清单)与南方电网公司及 下属企业无任何隶属或股权关系，其一切行为均与我公司无关。我公司已向市场监督管理部门举报，并向公安机关 报案。 二、我公司严正要求假冒我公司名义的机构和个人，立即停止一切非法行为。对于假冒我公司名义实施侵犯我公司 合法权益的行为，我公司保留追究有关机构和个人法律责任的权利。 三、敬请广大社会公众务必提高警惕，勿轻信非官方渠道的信息，以免上当受骗；如您因此遭受损失，请立即向公 安机关报案。 特此声明。 利好来了！多只A股，突发公告！ 直线拉升！光刻机巨头，传来重磅利好！AI，再度引爆！ | 序号 | 企业名称 | 统一社会信用代码 | 注册地址 | | --- | --- | --- | --- | | 1 | | 91620102 ...

二、我公司严正要求假冒我公司名义的机构和个人，立即停止一切非法行为。对于假冒我公司名义实施侵犯我公 司合法权益的行为，我公司保留追究有关机构和个人法律责任的权利。 三、敬请广大社会公众务必提高警惕，勿轻信非官方渠道的信息，以免上当受骗；如您因此遭受损失，请立即向 公安机关报案。 特此声明。 中国南方电网有限责任公司2月6日发布《南方电网公司关于相关主体冒用我公司下属企业名义的严正声明》。 近期，我公司发现"甘肃中研信科能源有限公司"及下属企业假冒我公司下属企业进行市场主体登记，并开展不法 活动。为了维护我公司声誉，避免社会公众遭受人身和财产损失，现郑重声明如下： 一、"甘肃中研信科能源有限公司"及下属"北京中网绿能控股有限公司"等各级分子公司(详见清单)与南方电网公司 及下属企业无任何隶属或股权关系，其一切行为均与我公司无关。我公司已向市场监督管理部门举报，并向公安 机关报案。 | 序号 | 企业名称 | 统一社会信用代码 | 注册地址 | | --- | --- | --- | --- | | 1 | | 91620102MAK1TRMM6Y | 甘肃省兰州市城关区 | | | 甘肃中研信科能源有 | | ...

北京赋生数据科技有限公司，成立于2019年，位于北京市，是一家以从事科技推广和应用服务业为主的 企业。企业注册资本100万人民币。通过天眼查大数据分析，北京赋生数据科技有限公司参与招投标项 目11次，专利信息4条，此外企业还拥有行政许可2个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，国能智深控制技术有限公司取得一项名为"一种智慧电厂用电率智能调控方 法及系统"的专利，授权公告号CN121036078B，申请日期为2025年10月。 天眼查资料显示，国能智深控制技术有限公司，成立于2002年，位于北京市，是一家以从事电力、热力 生产和供应业为主的企业。企业注册资本20404.305946万人民币。通过天眼查大数据分析，国能智深控 制技术有限公司共对外投资了1家企业，参与招投标项目5000次，财产线索方面有商标信息50条，专利 信息470条，此外企业还拥有行政许可16个。 ...