Group 1 - The core viewpoint of the news is the performance of the China Securities Jiangsu New Energy Industry Index, which reflects the overall performance of listed companies in the new energy sector based in Changzhou [1] - The index has shown a 2.76% increase over the past month, a 5.91% decrease over the past three months, and an 8.15% increase year-to-date [1] - The index is composed of companies involved in new energy vehicles, new energy generation, storage, and distribution, selected from the global market [1] Group 2 - The top ten weighted companies in the index include Li Auto (11.96%), Hengli Hydraulic (9.8%), Ninebot (8.84%), and others, indicating a diverse representation of the new energy sector [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (49.34%) and Shenzhen Stock Exchange (31.21%), with smaller proportions on the Hong Kong Stock Exchange (16.85%) and others [2] - The industry composition of the index shows that industrial companies account for 47.89%, consumer discretionary for 42.68%, and information technology for 6.46%, among others [2]

据了解，天津中绿电投资股份有限公司主营业务为风能和太阳能投资、开发、运营，主要产品为 电力。2024年公司积极发展陆上风电、海上风电、光伏发电，深入推动源网荷储一体化和多能 互补发展，积极开展储能业务，实施差异化竞争，基本形成了"海陆齐发、风光并举、多能互 补"的业务布局。 中国绿发作为公司间接控股股东，产业布局涵盖绿色能源、低碳城市、现代服务业、战略性新兴 产业等多个板块，公司作为其绿色能源业务的唯一上市平台，凭借中国绿发跨区域资源整合优 势，能够有效利用"绿色能源+文旅"、"绿色能源+酒店"等多元化产业协同模式，与地方政府持 续探索深度合作机制，不断拓展综合开发场景，提升公司区域化业务布局及规模化资源获取能 力。 相关阅读 文 | 中关村储能产业技术联盟 6月3日，中绿电公告称，2025年5月30日，内蒙古自治区能源局下发了《内蒙古自治区能源局 关于印发2025年第一批独立新型储能建设项目清单的通知》，公司申报的"乌海市20万千瓦/80 万千瓦时固态电池储能电站"被纳入2025年第一批独立新型储能建设项目清单。同日，公司全资 子公司中绿电(若羌)储能科技有限公司收到新疆维吾尔自治区巴音郭楞州蒙古自治州发展 ...

智通财经6月4日电，国家能源局发布通知，组织开展新型电力系统建设第一批试点工作。通知提出，重 点在保供偏紧或消纳压力较大地区，新建或改造一批新能源电站，通过长尺度高精度功率预测、风光储 智慧联合调控运行等，提升系统友好性能，电站在高峰时段（不低于2小时）置信出力提升至10%以 上。电站与调度机构签订协同调度协议，明确协同调度运行方式及纳入电力平衡的可靠容量、支撑时 长。电站日前申报协同运行的功率预测结果及发电计划建议，调度机构完善调度运行规则，基于电站上 报数据将电站统筹纳入日内电力平衡。优先建设或改造新能源装机容量20万千瓦以上的项目。 国家能源局：重点在保供偏紧或消纳压力较大地区 新建或改造一批新能源电站 ...

对于金昌市和甘肃省而言，皇城抽水蓄能电站意义非凡。随着金昌市新能源产业的快速 发展，风电、光伏等新能源装机规模不断扩大，但新能源发电具有间歇性和波动性的特点。 皇城抽水蓄能电站的建成投运，将能有效平衡电网负荷，缓解电网峰谷差，提高电网运行的 稳定性和可靠性，为河西走廊新能源外送与数据产业集群发展提供坚实保障。 "为确保项目顺利推进，国网金昌供电公司主动担当，为项目建设提供全周期电力保 障。前期，我们成立抽蓄施工电源供电柔性团队，对项目上下库、施工支洞、加工厂等所有 用电点展开'地毯式'勘察，精准摸排各区域用电负荷，量身定制供电方案。每个施工点位的 用电需求都关乎工程进度，必须做到万无一失。"国网金昌供电公司发展策划部副主任黄翔 宇说，团队通过现场测量、数据建模等方式，针对性提出"10千伏临时过渡+35千伏永久专 线"分步供电策略，既保障了基础施工用电，又为后续建设预留空间。 皇城抽水蓄能电站项目建成投运后，将有效提升甘肃电网的调节能力，缓解电网峰谷 差，确保外送电力的稳定性与可靠性，为受电地区提供持续稳定的清洁能源，助力全国能源 五月下旬，金昌的天空湛蓝如洗，走进甘肃皇城抽水蓄能电站、甘肃华电腾格里绿色新 能 ...

Group 1 - The core viewpoint of the articles highlights the successful integration of renewable energy projects, particularly the 100MW photovoltaic project in Daming Taikoo Town, which is expected to contribute significantly to ecological protection and high-quality development in the Yellow River Basin [1] - The project has a total investment of 558 million yuan and is anticipated to generate 186 million kilowatt-hours of electricity in its first year, saving 54,600 tons of standard coal and reducing SO2 emissions by approximately 35.23 tons and CO2 emissions by about 148,100 tons [1] Group 2 - The renewable energy sector is entering a critical policy adjustment year in 2025, with the end of the guaranteed electricity price policy on May 31, leading to a shift towards market-oriented transactions [3] - Companies can gain significant benefits by connecting to the grid earlier, with each day of early connection allowing them to enjoy a guaranteed electricity price of 0.332 yuan per kilowatt-hour [3] Group 3 - The Linfen Power Supply Company has implemented an "AB angle collaborative service" mechanism to address the pressure of multiple renewable energy projects, enhancing service efficiency and project management [5] - This innovative approach allows for dynamic allocation of resources and seamless service delivery, enabling the team to simultaneously advance multiple projects and resolve grid connection challenges [5] Group 4 - The Linfen Power Supply Company is transitioning its experience into standardized service templates, introducing a "proactive, online, and collaborative" service mechanism to enhance the business environment for electricity [7] - The focus is on supporting the "dual carbon" goals and exploring "electricity + energy efficiency" services to drive high-quality development for more enterprises [7]

乌克兰能源部长表示，俄罗斯导弹袭击在夜间袭击中击中了一个大型能源发电设施。 ...

Investment Rating - The report assigns an "Accumulate" rating to the company [7] Core Views - The company is transitioning from a financial investment strategy to an industrial investment holding group, focusing on new energy and new technology sectors, aligning with national policy directions and market trends [4][12][15] - The company has successfully restructured its capital and improved its financial health, with a significant reduction in debt-to-asset ratio from approximately 78% in 2021 to about 65% in 2023, and projected to further decrease to around 60% in 2024 [4][6][24] - The company has established a strong synergy between its green energy and data center businesses, aiming to create a digital economy ecosystem that integrates AI computing power, data assets, and application scenarios [7][15][23] Summary by Sections 1. Transition to Industrial Investment Holding Group - The company has shifted its focus from short-term financial investments to long-term industrial investments, particularly in new energy and technology sectors, which are expected to drive future growth [4][12] - The company has increased its stake in Shandong High-speed New Energy to 60.66%, enhancing its control and position in the renewable energy market [12][15] 2. New Energy Sector - The company has received significant funding, including approximately HKD 47 billion from its own group and additional support from national clean energy subsidies, which has improved the capital structure of its subsidiary, Shandong High-speed New Energy [4][12] - The company is actively involved in various renewable energy projects, including wind and solar initiatives, with a total capacity exceeding 1GW planned for the next two years [4][5] 3. New Infrastructure and Data Center Development - The company has strategically invested in Century Internet, a leading digital infrastructure provider, to enhance its capabilities in the data center sector [4][12] - A significant project in Ulanqab City aims to integrate green power with intelligent computing, with a total investment of approximately CNY 21 billion [5][12] 4. Financial Performance and Projections - The company has shown a strong revenue growth trajectory, with projected revenues of CNY 58.84 billion, CNY 67.85 billion, and CNY 74.99 billion for 2025 to 2027, respectively [7][27] - The net profit is expected to grow significantly, with projections of CNY 1.38 billion, CNY 2.24 billion, and CNY 3.47 billion for the same period, reflecting a robust growth rate [7][27]

Investment Rating - The report assigns an "Accumulate" rating to the company [7] Core Views - The company is transitioning from a financial investment strategy to an industrial investment holding group, focusing on new energy and new technology sectors, aligning with national policy directions and market trends [4][12][15] - The company has successfully restructured its capital and improved its financial health, with a significant reduction in debt-to-asset ratio from approximately 78% in 2021 to about 65% in 2023, and further projected to decrease to around 60% in 2024 [4][6][24] - The company has established a strong synergy between its green energy and data center businesses, enhancing operational efficiency and reducing costs [7][15] Summary by Sections 1. Transition to Industrial Investment Holding Group - The company has shifted its focus from short-term financial investments to long-term industrial investments, particularly in new energy and technology sectors, which are expected to drive future growth [4][12] - The company has increased its stake in Shandong High-speed New Energy to 60.66% by 2025, reinforcing its control and commitment to the renewable energy market [12][23] 2. New Energy Sector - The company has received significant funding, including approximately HKD 47 billion from its parent group and additional government subsidies, which have improved the capital structure of its subsidiary, Shandong High-speed New Energy [4][5] - The company is actively involved in various renewable energy projects, including wind and solar initiatives, with a total capacity exceeding 1GW planned for the next two years [4][5] 3. New Infrastructure and Data Center Development - The company has strategically invested in Century Internet, a leading digital infrastructure provider, to enhance its capabilities in the data center sector [4][7] - A significant project in collaboration with Ulanqab City aims to integrate green energy and data computing, with a total investment of approximately CNY 21 billion [5][7] 4. Financial Performance and Forecast - The company has shown a robust growth trajectory, with projected revenues of CNY 58.84 billion in 2025, and net profits expected to reach CNY 1.38 billion, reflecting a year-on-year growth rate of 155% [7][27] - The company’s net profit margin has improved significantly, with a forecasted net profit of CNY 3.47 billion by 2027, indicating strong operational efficiency [7][32]

5月30日，陕西旅游、三瑞智能、宏明电子、大亚股份4家公司IPO获得受理，创下2025年以来单日受理数新高。在上述4家企业中，三瑞智能、宏明电子拟 闯关创业板，也是年内创业板首批受理企业。经统计，截至目前，年内沪深北交易所共有27家企业IPO获受理，其中北交所共受理18家公司IPO申请，占比 66.67%；主板、科创板、创业板分别受理4家、3家、2家公司IPO申请。从拟募资金额看，27家获受理企业中，深市主板IPO华润新能源拟募资额最高，约 245亿元。 | 序号 | | | | | | --- | --- | --- | --- | --- | | | 证券代码 | 了 证券名称 | 7 N | IPO受理日期 | | 1 | A06739.SZ | | 宏明申子 ピ | 2025-05-30 | | 2 | A04617.SH | | 陕西旅游 〜 | 2025-05-30 | | 3 | A06738.SZ | | 三瑞智能 ◎ | 2025-05-30 | | 4 | A06737.BJ | | 大亚股份 | 2025-05-30 | | 5 | A06735.BJ | | 美德氏 ~ | 2025- ...

Core Insights - The article highlights the significant transformation in the energy landscape of Shijiazhuang County, Shandong Province, driven by the development of renewable energy sources, particularly wind and solar power [1][2] Group 1: Renewable Energy Development - As of the end of 2024, the total installed capacity of renewable energy in Shijiazhuang County is expected to exceed 1.08 million kilowatts, meeting 80% of the county's electricity demand [1] - The county has established a green energy system that integrates wind power, solar energy, and biomass energy, resulting in a reduction of carbon dioxide emissions by 1.6 million tons annually [1] Group 2: Energy Management and Infrastructure - The State Grid Shijiazhuang County Power Supply Company has developed a "source-network-load-storage" collaborative management system to enhance the integration of renewable energy generation and consumption [2] - By the end of this year, the proportion of installed renewable energy capacity in the county is expected to reach over 95%, with plans to create a new-type power system demonstration zone [2]