Core Viewpoint - China Huaneng is focusing on high-quality development through technological innovation and actively contributing to national energy security while promoting low-carbon transportation and energy solutions [1][3][8] Group 1: Technological Innovations - The company has deployed 100 electric unmanned mining trucks powered entirely by photovoltaic green electricity, capable of carrying 90 tons over 60 kilometers [1] - Huaneng's compressed air energy storage project can store 2.8 million kilowatt-hours of electricity, sufficient to charge approximately 100,000 electric vehicles [2] - A new carbon capture solution developed by Huaneng is expected to reduce CO2 capture costs by over 40% [3] Group 2: Renewable Energy Projects - Huaneng's 1 million kilowatt wind power project in Turpan has achieved full capacity grid connection, utilizing innovative "anti-wind hub" technology [1] - The company is developing a multi-energy complementary energy base in Longdong, with a planned renewable energy capacity of 6 million kilowatts [7] - Huaneng's offshore floating photovoltaic platform "Yellow Sea No. 1" is designed to withstand waves up to 10 meters high [2] Group 3: Traditional Industry Upgrades - Huaneng is implementing large-scale equipment upgrades, including a new high-efficiency coal-fired power unit that reduces coal consumption by over 190,000 tons annually [5][6] - The company is also upgrading wind turbines to increase capacity, with a project expected to boost annual electricity generation by 267% [6] Group 4: Energy Supply and Demand - In 2024, Huaneng's electricity generation is projected to exceed 850 billion kilowatt-hours, with coal production reaching 110 million tons [8] - The company is committed to ensuring energy supply amidst extreme weather and high demand, maintaining a focus on both traditional and emerging industries [8]

本周关注点 公司公告汇总 华能国际关于召开2025年中期业绩推介全球投资者电话会议的公告 华能国际电力股份有限公司将于2025年7月30日下午16点至17点30分召开2025年中期业绩推介全球投资者电话会议。参会人员包括董事长王葵先 生、独立董事党英女士、副总经理兼董事会秘书黄朝全先生、副总经理杜灿勋先生、总会计师文明刚先生及相关部室负责人。拟参加会议的投资 者需于7月28日上午9点前将报名回条发送至指定邮箱，电话会议拨入方式随后提供。投资者也可提前发送关注问题至同一邮箱。电话会议音频资 料会后将登载于公司网站。 华能国际关于公司债发行的公告 华能国际电力股份有限公司已完成2025年面向专业投资者公开发行科技创新可续期公司债券（第一期）的发行，发行额为人民币20亿元，发行利 率为2.15%。本期债券基础期限为10年，在约定的基础期限末及每个续期的周期末，公司有权行使续期选择权，按约定的基础期限延长1个周期， 或选择在该周期末到期全额兑付本期债券。募集资金将全部用于偿还银行贷款、公司债券及其他债务融资工具本金及利息。 截至2025年7月25日收盘，华能国际（600011）报收于7.03元，较上周的7.03元上涨 ...

■本报记者 郝飞 中国银行山西省分行锚定山西转型发展大局，将金融活水精准滴灌产业升级、绿色转型、乡村振兴等关 键领域，为三晋大地推进中国式现代化注入澎湃动能。 让"知本"变"资本"为产业升级蓄能 晋能控股电力集团有限公司是山西省最大发电企业，也是山西省最早开发风光发电的能源企业。这家企 业的转型实践颇具代表性。近年来，该企业一方面持续推动传统煤电清洁高效转型升级，另一方面不断 壮大发展风、光、水、燃气发电等清洁能源产业体系。 面对企业对绿色金融产品多元化需求，中国银行山西省分行依托"中银绿色+"全球品牌优势，助力企业 成功发行绿色债券。 "有资金支持，我们将进一步建设风力和光伏发电基地，对山西尽快完成低碳能源转型，实现碳达峰、 碳中和具有重要意义。"该企业相关负责人说。 长期以来，中国银行山西省分行不断完善绿色金融产品与服务体系，建立黄河流域生态保护和高质量发 展项目库，加大对"降碳""减污""扩绿"等相关行业和项目支持力度，推出碳排放权抵质押融资、可再生 能源补贴确权融资等特色绿色金融产品，有效解决节能环保、清洁能源等行业面临的投资周期长、抵押 物不足等难题。截至目前，中国银行山西省分行绿色信贷规模超690 ...

从"用上电""用好电"到"用绿电" 电力转型发展是绿色能源革命的关键。多年来，安吉以"电"为重要抓手，实现"用上电""用好电"到"用 绿电"的转变。 安吉县天荒坪镇余村见证了安吉电力发展的变迁。记者近日在余村采访时了解到，2005年以前，安吉农 村电力基础设施薄弱，刮风下雨经常停电，且在用电质量、服务、可靠性上和城市存在差距，制约农村 经济发展。 为此，多年来安吉接连采取农网改造升级、农村电气化建设、现代智慧配电网建设等措施，使当地农村 供电能力有了显著提升。以余村为例，其户均容量达到了12千伏安，是浙江全省平均值的2倍。同时， 余村还设立电力驿站，推动全村开展绿电绿证交易，助力余村成为浙江首个全域绿电供应乡村。 如今，绿色用电在安吉处处可见。交通出行上，当地打造乡村立体化绿色交通网络，率先实现县域全量 公交车、出租车"全电化"改造，高速公路、乡镇道路、港口码头等公共充电网络全覆盖。产业发展上， 安吉还率先推动茶产业完成绿电交易，为茶叶烙上"零碳印记"。 打造可复制可推广的安吉经验 农村地区拥有丰富的可再生能源，是中国落实"双碳"目标、大力发展新能源的重要增长极。2023年，中 国公布全国第一批15个农村能源 ...

6 月光伏装机增速环比大幅降低，天然气进口量同比下降 5.5% 【】【】[Table_Industry] 公用事业—电力天然气周报 [Table_ReportDate] 2025 年 7 月 26 日 15666646523.tcy 证券研究报告 行业研究——周报 [Table_ReportType] 行业周报 [Table_StockAndRank] 公用事业 投资评级 看好 上次评级 看好 [Table_Author] 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 李春驰 电力公用联席首席分析师 执业编号：S1500522070001 联系电话：010-83326723 邮 箱：lichunchi@cindasc.com 邢秦浩 电力公用分析师 执业编号：S1500524080001 联系电话：010-83326712 邮 箱：xingqinhao@cindasc.com 化工行业： 唐婵玉 电力公用分析师 执业编号：S1500525050001 邮 箱：tangchanyu@cindasc. ...

Group 1 - The Shanghai Cooperation Organization Media Think Tank Summit was held in Henan, where attendees visited Xuchang's XJ Electric Co., Ltd. to learn about the "dark factory" concept and its advancements in smart and digital manufacturing [1] - The "dark factory" refers to the single-phase smart production workshop of XJ Electric, featuring automated guided vehicles (AGVs) and intelligent robotic arms, producing one smart electric meter every second [1] - After digital transformation, the company reported a sevenfold increase in per capita production efficiency and significantly reduced product delivery cycles [1] Group 2 - XJ Electric has established three regional centers across Asia, Europe, South America, and Africa, providing complete Advanced Metering Infrastructure (AMI) solutions to over 20 countries [2] - The company has achieved over 20 "China first" and "world first" milestones in ultra-high voltage transmission and smart grid sectors, supplying core equipment to a quarter of China's substations [2] - XJ Electric has participated in international projects such as the ±660 kV DC transmission project in Pakistan and the Pamir Energy wind-solar-storage project in Tajikistan, showcasing China's commitment to global energy transition [2]

Investment Rating - The investment rating for the AIDC power equipment and grid industry is "Outperform the Market" (maintained) [1] Core Viewpoints - The global AI computing load is expected to grow significantly, with new AI computing loads projected at 9.7/15.9/20.2/22.3/23.4/24.6 GW from 2025 to 2030, leading to a corresponding increase in demand for AIDC power equipment [5][13] - The domestic data center industry is expected to see substantial capital expenditure growth, with major cloud providers anticipated to ramp up investments, particularly in AI infrastructure [18][24] - The industry is characterized by a long power transmission chain, with established global players like Eaton and Schneider Electric dominating, while domestic companies are gaining competitive advantages in various segments [5][13] AIDC Power Equipment Summary - The demand for AIDC power equipment is projected to reach 29/48/60/67/70/74 GW from 2025 to 2030, with an average annual growth rate of 20% [5][13] - The market space for dry-type transformers, medium and low voltage switchgear, UPS, HVDC, and solid-state transformers is expected to reach 85/341/41/380/239 billion yuan by 2030 [5][12] - Recent performance in the AIDC power equipment sector has shown significant gains, particularly in transformers and switchgear, with notable stock performances from companies like TBEA and XWDA [5][28] Grid Industry Summary - National power engineering investment reached 1,057 billion yuan in June 2025, a year-on-year increase of 22.5% [32] - The grid engineering investment for the same period was 871 billion yuan, reflecting a year-on-year growth of 4.1% [33] - The bidding results for the State Grid's transformer equipment showed a total bid amount of 211.89 billion yuan, a year-on-year increase of 38.1% [61] - The focus for the grid industry includes high voltage orders and the development of new business models such as virtual power plants and green electricity direct supply [5][55]

天眼查App显示，近日，益阳市资阳区嘉景新能源有限公司成立，法定代表人为胡芬霞，注册资本200 万人民币，由益阳市资阳区中达立信企业服务有限公司全资持股。 经营范围含许可项目：报废机动车回收;报废电动汽车回收拆解（依法须经批准的项目，经相关部门批 准后方可开展经营活动，具体经营项目以批准文件或许可证件为准）新兴能源技术研发;电池制造;电动 机制造;气体压缩机械制造;新能源原动设备销售;新能源原动设备制造;电池零配件销售;电池销售;生物质 能技术服务;能量回收系统研发;新能源汽车电附件销售;新能源汽车换电设施销售;资源再生利用技术研 发;专用设备修理;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;汽车销售;电动自 行车销售;新能源汽车整车销售;报废农业机械回收;生产性废旧金属回收;再生资源销售;再生资源回收 （除生产性废旧金属）;环境保护专用设备销售;非常规水源利用技术研发（除依法须经批准的项目外， 自主开展法律法规未禁止、未限制的经营活动） 企业名称益阳市资阳区嘉景新能源有限公司法定代表人胡芬霞注册资本200万人民币国标行业电力、热 力、燃气及水生产和供应业>电力、热力生产和供应业>电力生产地址 ...

据中国长江三峡集团有限公司官微"三峡小微"7月26日消息，7月19日，中国三峡集团董事长、党组书记 刘伟平在西藏林芝与中国雅江集团董事长、党组书记余兵，总经理、党组副书记王武斌座谈，双方就进一 步深化合作，更好服务国家重大战略开展深入交流。座谈后，双方签署深化战略合作协议。三峡集团副总 经理、党组成员王殿常，雅江集团副总经理、党组成员赵峰出席并签约。 综合自：中国长江三峡集团有限公司官微"三峡小微"、长安街知事 责编：刘珺宇 校对： 祝甜婷 百万用户都在看 刚刚，全线飙升！重磅"驱动"突袭 关税突发！美国、欧盟，重大变数！ A股重磅！"国家队"，再度出手！中概股，全线上涨！ 集体拉升！重磅"大单"，突然来袭！ 美联储，降息大消息！ 中国雅江集团是日前成立的新央企。上述消息显示，余兵已任该集团 董事长、党组书记， 王武斌已任 总 经理、党组副书记， 赵峰已任 副总经理、党组成员。 余兵出生于1967年10月，在电力行业工作多年，曾任 中国华电集团有限公司副总经理、国家能源局副局 长等职。2023年9月，他出任 国家能源投资集团总经理、党组副书记，直至此次履新中国雅江集团。 王武斌出生于1970年10月，曾任三峡 ...

-40% -20% 0% 20% 40% 60% 80% 100% 120% 2024-07-25 2024-08-25 2024-09-25 2024-10-25 2024-11-25 2024-12-25 2025-01-25 2025-02-25 2025-03-25 2025-04-25 2025-05-25 2025-06-25 2025-07-25 北证50 沪深300 ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ 北交所日报 图2：北证与 A 股各行业当日涨跌幅（算数平均/%/ 2025.07.25) 请务必阅读正文最后的中国银河证券股份有限公司免责声明。 2 表1：涨幅前十股票的市场数据（2025.07.25/财务数据为 2024 年年报） | | 序号 | 代码 | 简称 | 所属行业 | 今日涨跌幅 | 市值 | 营业收入 | 归母净利润 | 市盈率 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | (%) | (亿元) | (亿元) | (亿元) | (PE-TTM) | | | 1 | 430564.BJ ...