Group 1 - The company Suwen Electric Power (300982) has maintained a good cooperative relationship with major state-owned enterprises such as China Power Construction (601669) and China Energy Engineering (601868) [1] - The company is actively collaborating with these enterprises in relevant business areas [1]

Core Viewpoint - Guodian Nanzi has won the bid for the key power supply project of China Yajiang Group in Linzhi, which is strategically significant for providing stable and reliable power to the Yaxia Hydropower Station [1] Company Summary - Guodian Nanzi (600268) has been awarded a significant contract that will enhance its role in the energy sector [1] - The project is expected to optimize the energy structure in the Linzhi region and promote the development and utilization of clean energy [1] Industry Summary - The Linzhi power supply project is crucial for ensuring reliable electricity supply to a major hydropower station, indicating a focus on renewable energy sources in the region [1] - The project aligns with broader trends in the energy industry towards clean energy development and infrastructure improvement [1]

Group 1 - The company Jinfu Technology (SZ 300128) announced a temporary board meeting on August 1, 2025, to discuss extending the implementation period for fundraising investment projects [1] - For the year 2024, Jinfu Technology's revenue composition is as follows: Consumer electronics 50.94%, New energy 30.0%, Power engineering 12.0%, Other industries 3.72%, Chemical materials 3.34% [1] - As of the report, Jinfu Technology has a market capitalization of 6.8 billion yuan [1]

Group 1 - The core revenue composition of Jinfu Technology for the year 2024 is as follows: Consumer electronics account for 50.94%, New energy for 30.0%, Power engineering for 12.0%, Other industries for 3.72%, and Chemical materials for 3.34% [1] Group 2 - On August 4, Jinfu Technology announced that it will hold the 22nd (temporary) meeting of the sixth board of directors and the 19th (temporary) meeting of the sixth supervisory board on August 1, 2025, to review and approve the proposal regarding the investment agreement for a project by its wholly-owned subsidiary, Shanghai Jinjinfu New Materials Technology Co., Ltd. [3] - The company plans to sign a project investment agreement with Shanghai Jinshan Second Industrial Zone Investment Co., Ltd. to construct the "JF New Materials Phase I Eastern Production Base" project in the Carbon Valley Green Bay Industrial Park in Jinshan District, Shanghai [3]

Core Viewpoint - The company Hopu Co., Ltd. has signed a contract for a 50MW/200MWh independent energy storage demonstration project, which is expected to positively impact future operating performance [1] Group 1: Contract Details - The contract was signed with Gansu Tongwei Yiheng New Energy Technology Co., Ltd. for a total amount of RMB 159 million (including tax) [1] - Tianjin Jiahui Power Engineering Co., Ltd., a wholly-owned subsidiary of the company, is responsible for RMB 133 million (including tax) of the contract amount [1] - The contract outlines the scope of work, project duration, payment conditions, rights and obligations of all parties, liability for breach of contract, and dispute resolution methods [1] Group 2: Risks and Opportunities - There are potential risks related to performance capability, significant changes in the external macro environment, changes in national policies, and other force majeure factors that may affect the timely or complete fulfillment of the contract [1] - Successful implementation of the project is expected to have a positive impact on the company's future operating performance [1]

Core Viewpoint - China Energy Engineering Corporation (601868) and China Energy Construction Group have successfully won the EPC general contracting project for the Wuhu Natural Gas Peak Shaving Power Plant of Huaihe Energy Group (600575) [1] Group 1: Project Details - The project is located in the Wuhu Yangtze River Bridge Comprehensive Economic Development Zone in Anhui Province [1] - It involves the construction of two 450,000-kilowatt gas-steam combined cycle units [1] - The project utilizes advanced international low-nitrogen combustion technology and an efficient combined cycle system [1] Group 2: Environmental and Efficiency Features - The power plant is characterized by flexible start-stop capabilities, low carbon emissions, and leading energy consumption efficiency [1] - Pollutant emissions are significantly lower than national standards, highlighting its outstanding energy-saving, environmental, and social benefits [1]

锅炉翻修项目，其中包括：(i)新建一套150吨╱小时超高温超高压循环流化床锅炉，配套新供热装置设 施;(ii)建造烟气除尘和脱硝装置，重新使用现有的脱硫装置;(iii)建立新的除渣和输灰、装煤和除尘系统; (iv)建立新的全膜海水淡化水系统(部分重复使用现有组件);(v)安装热供仪表和控制系统，同时进行集成 控制改造;(vi)建设相关的综合自动化系统和更新塬有系统(包括厂房区域的排水和供水系统、供暖、通 风和空调(HVAC)系统以及相关的绿化及铺装)。 智通财经APP讯，大成生化科技(00809)发布公告，招标已于2025年7月14日成功收标，而长春大合(公司 全资附属公司)已于2025年7月31日与联合中标者东北电力及辽宁电力订立EPC合约。根据EPC合约，承 包商将负责锅炉翻修项目的项目工程设计、采购、施工、安装、校准及测试运行相关工作，最高代价为 人民币1.291亿元(包括提前竣工最高奖金)。 ...

经济观察网天眼查APP显示，近日，中国能源建设股份有限公司、中国能源建设集团广东省电力设计研 究院有限公司、中国电力工程顾问集团有限公司申请的"一种并网变换器的容错控制方法及系统"专利公 布。 摘要显示，本发明公开了一种并网变换器的容错控制方法及系统，涉及并网变换器容错控制技术领域。 本发明通过双向晶闸管模块与电容桥臂、三相桥臂和冗余桥臂连接，能够通过控制双向晶闸管来对三相 并网变换器进行拓扑重构。通过三相并网变换器的实时中点电压便能够确定故障开关管的位置和开关管 故障类型，提高了对并网变换器故障检测的效率，进而提高了故障容错的可靠性。通过在一次开关管故 障时对双向晶闸管模块进行开关切换，以及在二次开关管故障时对电容桥臂和冗余桥臂进行拓扑重构， 以电容桥臂和冗余桥臂的结合，使得三相并网变换器能够完全应对任意的双管故障，从而提高了三相并 网变换器的容错故障控制的可靠性和稳定性。 ...

Group 1 - The company, Liyuan Technology, announced the signing of two contracts with China Power Engineering Consulting Group Northwest Electric Power Design Institute for the procurement of chemical water treatment systems for a 2.64 million kilowatt renewable energy and coal power integrated project in Xinjiang, and for the boiler make-up water treatment system equipment for the 2×660,000 kilowatt cogeneration project in Yili, with contract amounts of RMB 31.494 million and RMB 15.370 million respectively, both including tax [1] - These contracts are classified as routine operational contracts for the company, and the internal approval procedures for signing these contracts have been completed [1] - The contracts do not require approval from the company's board of directors or shareholders' meeting [1]

Core Viewpoint - The company, Liyuan Technology, has signed two significant contracts with the Northwest Electric Power Design Institute for projects related to renewable energy and coal power integration, indicating a strategic move to enhance its market position in the energy sector [1] Group 1: Contract Details - The first contract is for the procurement of a chemical water treatment system for the Xinjiang Oilfield 2.64 million kilowatt renewable energy and supporting coal power and carbon capture integrated project, with a contract value of 31.494 million yuan (including tax) [1] - The second contract involves the supply of boiler make-up water treatment system equipment for the coal-fired cogeneration project of 2×66 million kilowatts in Yili, with a contract value of 15.37 million yuan (including tax) [1]