新能源发电

Search documents
嘉泽新能股价跌5.01%,鑫元基金旗下1只基金重仓,持有15.94万股浮亏损失3.67万元
Xin Lang Cai Jing· 2025-09-23 02:02
9月23日,嘉泽新能跌5.01%,截至发稿,报4.36元/股,成交1.53亿元,换手率1.42%,总市值106.14亿 元。 资料显示,嘉泽新能源股份有限公司位于宁夏回族自治区银川市兴庆区兴水路1号绿地21城企业公园D 区68号楼,成立日期2010年4月16日,上市日期2017年7月20日,公司主营业务涉及新能源发电业务、新 能源电站的开发-建设-出售业务、新能源发电资产管理和新能源产业基金业务。主营业务收入构成为: 新能源电站开发-建设-运营-出售93.64%,屋顶分布式光伏3.27%,新能源电站运维管理服务2.57%,其 他(补充)0.52%,新能源产业基金0.00%。 截至发稿,刘宇涛累计任职时间3年5天,现任基金资产总规模5.54亿元,任职期间最佳基金回报 35.05%, 任职期间最差基金回报-0.19%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 数据显示,鑫元基金旗下1只基金重仓嘉泽新能。鑫元致远量化选股混合A(022115)二季度持有股数 15.94万 ...
华电新能9月22日获融资买入3958.14万元,融资余额7.42亿元
Xin Lang Cai Jing· 2025-09-23 01:48
9月22日,华电新能跌0.47%,成交额5.04亿元。两融数据显示,当日华电新能获融资买入额3958.14万 元,融资偿还5407.17万元,融资净买入-1449.03万元。截至9月22日,华电新能融资融券余额合计7.42 亿元。 融资方面,华电新能当日融资买入3958.14万元。当前融资余额7.42亿元,占流通市值的4.65%。 融券方面,华电新能9月22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股,融券余额0.00元。 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. ...
雅博股份:全资子公司山东中复凯新能源科技有限公司已完成一家电站收购,收购的电站已为公司提供持续现金流
Mei Ri Jing Ji Xin Wen· 2025-09-23 01:12
每经AI快讯,有投资者在投资者互动平台提问:请问公司全资子公司中复凯新能源有限公司债转股收 购的三家电站的营收情况如何?是否已经给公司带来实际效益? 雅博股份(002323.SZ)9月23日在投资者互动平台表示,公司全资子公司山东中复凯新能源科技有限公 司通过债转股已完成一家电站的收购工作,收购完成的电站已为公司提供持续现金流。 (文章来源:每日经济新闻) ...
四川广安爱众股份有限公司关于收购股权的进展公告
Shang Hai Zheng Quan Bao· 2025-09-22 18:44
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 一、本次交易概述 四川广安爱众股份有限公司(以下简称"公司")于2025年9月15日召开第七届董事会第三十一次会议, 审议通过《关于收购奇台县恒拓新能源发电有限公司股权的议案》。会议同意公司收购奇台县恒拓新能 源发电有限公司(以下简称"奇台恒拓")90%股权。本次股权收购后,公司通过奇台恒拓的全资子公司 奇台县恒众新能源发电有限公司(以下简称"奇台恒众")投资、建设、运营400MW的恒联奇台煤电灵 活性改造配套风电项目。具体内容请详见公司于2025年9月17日在上海证券交易所网站www.sse.com.cn 披露的《四川广安爱众股份有限公司关于收购奇台恒拓90%股权的公告》(公告编号:2025-052)。 二、本次交易进展情况 2025年9月19日,本次交易涉及的各相关方签署了《关于奇台县恒拓新能源发电有限公司之100%股权转 让协议》(以下简称"《股权转让协议》"),公司与瑞能电力签署了《关于奇台县恒拓新能源发电有限 公司之投资 ...
乐山电力股份有限公司 关于参股公司涉及诉讼的公告
Zheng Quan Shi Bao· 2025-09-22 18:20
Group 1 - The lawsuit is currently in the acceptance stage by the court, with the company being a shareholder in the defendant company [2] - The amount involved in the case is approximately 194.13 million yuan as of September 10, 2025 [3] - The lawsuit is related to a construction contract dispute, with the plaintiff claiming significant unpaid amounts due to delays and other issues in the project [3][4] Group 2 - The plaintiff, Information Industry Electronics Eleventh Design Research Institute Technology Engineering Co., Ltd., is seeking a total of approximately 137.36 million yuan in unpaid project costs, along with additional claims for interest and legal fees [4] - The defendant, Jule Energy (Cangzhou) Co., Ltd., is preparing to respond to the lawsuit and will submit materials as required by the court [4] - The potential impact of this lawsuit on the company's current and future profits remains uncertain, and the company will monitor the situation closely [3][4]
桔乐能卷入1.94亿元诉讼纠纷案 多家A股公司受牵连
Zheng Quan Shi Bao Wang· 2025-09-22 13:28
Core Viewpoint - JuLeNeng Electric Power (Cangzhou) Co., Ltd. is involved in a lawsuit concerning a construction contract dispute, with the claim amounting to 194 million yuan [1][2]. Group 1: Lawsuit Details - The lawsuit is initiated by the plaintiff, the Eleventh Design and Research Institute of Information Industry, claiming a total of 137 million yuan in unpaid project fees, along with additional claims for other costs and interest [2]. - The project in question is the 110MW agricultural-solar complementary project, which began construction in November 2020 [1][2]. - The lawsuit arises from significant delays in construction progress, reduced project scale, and incomplete procedures, leading to disputes over project settlement [1]. Group 2: Company Background - JuLeNeng was established in May 2020 with a registered capital of 150 million yuan, focusing on solar and wind power generation [3]. - The company is primarily owned by Sichuan Shengtian New Energy Development Co., Ltd., which holds 99.93% of its shares, with major shareholders including Xin Zhu Co., Ltd. (51.6%), TCL Zhonghuan (26.8%), and Leshan Electric Power (21.6%) [3]. - Both Xin Zhu and Leshan Electric Power have indicated that the impact of the lawsuit on their current and future profits remains uncertain [3].
山高控股:经营基本面稳健,战略价值不可替代
Zheng Quan Shi Bao Wang· 2025-09-22 11:40
Core Viewpoint - Recently, the stock price of Shandong High Holdings (0412.HK) experienced significant volatility, prompting market attention. In response, the company announced a buyback of 3.7 million shares, representing approximately 0.06% of its total issued shares, to convey confidence in its stable development [1] Group 1: Company Overview - Shandong High Holdings is a key overseas investment and industrial holding platform for its controlling shareholder, Shandong High Group, which is a major state-owned enterprise in Shandong Province with a registered capital of 92.2 billion yuan and total assets exceeding 1.7 trillion yuan [2] - The company plays a crucial role in the group's "going global" strategy, linking global capital and integrating overseas industrial resources, while also being a core vehicle for the group's new energy business [2] Group 2: Business Performance - The company has established a highly integrated industrial pattern combining new energy and data centers, with core assets performing well. Shandong High New Energy (1250.HK) is the largest new energy power generation enterprise controlled by Shandong Province, with an installed capacity of nearly 5 GW and an annual power generation exceeding 6.5 billion kWh, resulting in a carbon reduction of over 5 million tons annually [2] - Century Internet (VNET), a strategic investment, is a leading third-party data center service provider in China, operating over 50 data centers and more than 90,000 cabinets, becoming a key player in the digital economy [2] Group 3: Financial Performance - As of June 30, 2025, Shandong High Holdings reported total assets of 67.5 billion yuan and a net profit of 476 million yuan, an increase of 398 million yuan year-on-year. Shandong High New Energy had total assets of 49.5 billion yuan and a net profit of 393 million yuan, up by 24 million yuan year-on-year [3] - Century Internet reported total assets of 39.7 billion yuan, with an adjusted EBITDA of 732 million yuan in the second quarter, reflecting a year-on-year increase of 158 million yuan. The core indicators of revenue and profit for all three main entities remain stable and positive [3] Group 4: Future Outlook - The company maintains a positive long-term value outlook, focusing on new energy and data center industries, which align with national strategic emerging industries and the "dual carbon" goals. The global energy transition and the booming digital economy present significant growth opportunities [3] - Shandong High Holdings aims to leverage the advantages of its controlling shareholder's brand, resource synergy, and policy support to achieve stable operations and healthy development, while adhering to the principles of "responsibility, innovation, and excellence" [3]
中国天楹(000035) - 000035中国天楹投资者关系管理信息20250922
2025-09-22 11:00
Group 1: Company Overview - China Tianying Co., Ltd. is a large international listed company engaged in zero-carbon environmental new energy, smart city services, and waste resource utilization [2][3]. - The company has developed a comprehensive service system covering the entire industrial chain of solid waste management [3][4]. Group 2: Technological Innovation - The company has established a core technology system for solid waste treatment, including key technologies such as large tonnage mechanical grate furnaces and plasma melting [3]. - Continuous technological iteration and upgrades have created a complete closed-loop from R&D to project application, supporting the construction of "waste-free cities" [3]. Group 3: Project Developments - The Liao Yuan project includes a 514.8 MW grid-connected wind power project and a 10,000-ton green methanol production project, currently in the installation phase [5][6]. - The Anda project encompasses a 400 MW grid-connected wind power project and a 19,500-ton green hydrogen production project, with construction underway [6]. Group 4: Market Strategy - The company has implemented a "dual circulation" strategy to expand its international market presence, acquiring Urbaser in Spain to enhance its operational experience in solid waste management [3][4]. - The focus is shifting towards hydrogen-based energy products, aligning with the "dual carbon" goals [4]. Group 5: Green Energy Products - The company plans to produce green fuels such as electric methanol, ammonia, and methane, aiming for an annual production capacity of 200,000 tons by 2026 and 1,000,000 tons by 2030 [10]. - The global shipping industry is projected to reduce greenhouse gas emissions by over 20% by 2030, creating a growing demand for green fuels [8][9]. Group 6: International Certification and Supply Chain - The company has obtained ISCC EU certification, enabling access to the EU energy market and enhancing its competitiveness in high-end green energy product sales [11]. - A collaborative international supply chain has been established to support the application of green fuels in new ocean-going vessels [12].
新能源上网电量全面入市,山东率先落地
中国能源报· 2025-09-22 08:44
Core Viewpoint - The article discusses the recent implementation of a market-oriented pricing mechanism for renewable energy in Shandong, marking a significant step in China's energy market reform. This mechanism allows renewable energy sources to enter the market through competitive bidding, with specific prices set for wind and solar energy [2][3][5]. Summary by Sections New Energy Pricing Mechanism - The Shandong Provincial Development and Reform Commission announced the results of the 2025 renewable energy pricing auction, with wind power selected at 5.967 billion kWh at a bid price of 0.319 yuan/kWh and solar power at 1.248 billion kWh at 0.225 yuan/kWh [2]. - A total of 1,200 projects were awarded, with a combined installed capacity of 4.8566 million kW and a total auctioned mechanism electricity volume of 7.215 billion kWh [2][5]. Auction Process and Dynamics - The mechanism pricing is akin to a dynamic price insurance for power generation companies, providing compensation when market prices fall below the mechanism price and requiring refunds when they exceed it [5]. - The auction process was designed to ensure fairness, with a closed evaluation model and a focus on both quantity and price, allowing for a competitive environment [3][5]. Market Impact and Future Outlook - The shift to a market-based pricing model is expected to drive renewable energy companies to focus on cost control and technological innovation, moving from a scale competition to an efficiency competition [6]. - As of August 2023, Shandong has a total renewable energy installed capacity of 123.67 million kW, with solar power leading at 91.45 million kW and wind power at 27.49 million kW [5].
“风光”无限、追“风”逐“日” 新疆戈壁滩上“绿电”奔腾
Yang Shi Wang· 2025-09-22 08:14
Group 1 - Xinjiang's total installed power capacity has surpassed 200 million kilowatts, with renewable energy accounting for approximately 60%, making it the largest power source in the region [1] - Hami is the first million-kilowatt wind power base in Xinjiang, featuring nearly 8,000 wind turbines that have been upgraded over 15 years, with the latest 9-megawatt turbine capable of generating significant energy [3] - Xinjiang experiences over 300 days a year where photovoltaic power stations can operate effectively for more than 6 hours, with a 2.58 square meter solar panel generating enough energy to run a 1.5-horsepower air conditioner for 4 hours [5] Group 2 - A solar thermal energy storage matrix, consisting of 264,000 mirrors, captures solar energy during the day and converts it into electricity at night, enabling 24-hour power generation [7] - The Fukang pumped storage power station, the first of its kind in Northwest China, can sustain power generation for 6 hours and meets the annual electricity needs of 2 million households [9] - The Balykunchu converter station serves as the starting point for electricity transmission from Xinjiang to Chongqing, with 70% of the electricity being clean energy, significantly reducing coal consumption and emissions [11] Group 3 - Since 2010, Xinjiang has established five external power transmission channels, exporting over 950 billion kilowatt-hours of electricity to 22 provinces, showcasing the region's potential for green development [13]