Market Overview - A-shares showed strong performance in the morning but retreated in the afternoon, with the Shanghai Composite Index reaching a new high for the year, up 1% at one point, and closing at 3472.32 points, a gain of 0.32% [1] - The Shenzhen Component Index and ChiNext Index turned negative in the afternoon, with the former down 0.25% and the latter down 0.36% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 145.47 billion yuan, an increase of over 120 billion yuan compared to the previous day [1] Sector Performance Banking Sector - The banking sector performed strongly, with major banks like CITIC Bank, Industrial Bank, and Shanghai Pudong Development Bank hitting new highs, with gains exceeding 3% [6][7] - The overall stability of the banking sector's fundamentals is expected to enhance valuation safety, supported by a relatively ample credit supply and a positive policy stance on interest margins [6][7] Power Sector - The power sector saw significant gains, with companies like Shaoneng Co., ShenNeng Electric A, and Huayin Power hitting the daily limit, while Xiexin Energy rose over 7% [9][10] - High temperatures in northern China are expected to increase electricity demand, with a projected increase of approximately 100 million kilowatts during peak summer periods in 2025 [10][11] Digital Currency Sector - The digital currency sector became active again, with Longbright Technology rising over 13% and Tianyang Technology increasing by more than 10% [12][13] - Recent developments in stablecoin regulations in the U.S. and Hong Kong are expected to promote further adoption of cryptocurrencies [14][15]

经营范围含许可项目：发电业务、输电业务、供（配）电业务；建设工程施工；网络预约出租汽车经营 服务。（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，具体经营项目以相关部门批准文 件或许可证件为准）新能源汽车整车销售；新能源汽车电附件销售；新能源汽车换电设施销售；新能源 汽车生产测试设备销售；电池零配件销售；电池销售；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；光伏发电设备租赁；光伏设备及元器件销售；太阳能发电技术服务；机动车充电销 售；充电桩销售；集中式快速充电站；充电控制设备租赁；电动汽车充电基础设施运营；休闲观光活 动。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 企业名称鸿泰峰（大连）低碳新能源科技有限公司法定代表人于超群注册资本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>电力生产地址辽宁省大连市中山区友好 路158号29层8号企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-7-3至无固定期限 登记机关大连市中山区市场监督管理局 来源：金融界 天眼查App显示，近日，鸿泰峰（大连）低碳新能源科技有限公司成立， ...

| | 3.问：江苏省容量电价政策是怎样的？ | | --- | --- | | | 答：江苏省容量电价 2024 年 1 月 1 日至 2025 年 12 | | | 月 31 日，为 100 元/千瓦·年，2026 年 1 月 1 日起，提 | | | 高至 165 元/千瓦·年。 | | | 4.问：江苏省外来电占比多少？ | | | 答：江苏省外来电占比大约在 20%左右。 | | | 5.问：公司在市值管理方面有什么考虑？ | | | 答：国务院国资委已经将市值管理纳入中央企业负 | | | 责人业绩考核，江苏省也下发了加强市值管理的通知， | | | 公司正根据相关要求和公司实际情况制定市值管理方 | | | 案，落实并加强市值管理方面的工作。 | | | 6.问：最近江苏银行股价创新高，公司目前持有江 | | | 苏银行多少股份？ | | | 答：公司持股 81.49%的子公司江苏信托持有江苏银 | | | 行 6.98%股份，是江苏银行的第一大股东，并且委派了 | | | 董事。 | | 附件清单（如有） | | | 日期 | 2025 年 7 月 3 日 | 江苏国信股份有限公司投资者关系活 ...

Core Viewpoint - The establishment of Tongren High-tech Zone Fuyao New Energy Co., Ltd. indicates a growing focus on renewable energy and related technologies in the region, with a registered capital of 50 million RMB [1] Company Summary - Company Name: Tongren High-tech Zone Fuyao New Energy Co., Ltd. [1] - Legal Representative: Shen Ao [1] - Registered Capital: 50 million RMB [1] - Shareholder: 100% owned by Tongren High-tech Real Estate Co., Ltd. [1] - Business Scope: Includes solar power technology services, sales of solar thermal products, photovoltaic equipment manufacturing, and various energy-related services [1] Industry Summary - Industry Classification: Power, heat, gas, and water production and supply [1] - Specific Sector: Power production [1] - Location: Tongren City, Guizhou Province, High-tech Industrial Development Zone [1] - Business Duration: From July 2, 2025, with no fixed term [1]

企业名称山东火运能源有限公司法定代表人王晓龙注册资本300万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>电力生产地址山东省济南市历城区全福街道北园大街47号 华福维嘉公寓30层07室企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-7-2至无固 定期限登记机关济南市历城区市场监督管理局 序号股东名称持股比例1山东利投建筑有限公司100% 经营范围含新兴能源技术研发；新能源原动设备销售；新能源汽车生产测试设备销售；储能技术服务； 资源再生利用技术研发；非电力家用器具销售；有色金属合金销售；电力电子元器件销售；合同能源管 理；环保咨询服务；炼油、化工生产专用设备销售；技术服务、技术开发、技术咨询、技术交流、技术 转让、技术推广；新材料技术推广服务；风力发电技术服务；工程和技术研究和试验发展；信息系统集 成服务；计算机系统服务；气体、液体分离及纯净设备销售；发电技术服务；工业工程设计服务；普通 货物仓储服务（不含危险化学品等需许可审批的项目）；国内贸易代理；农副产品销售；初级农产品收 购；采购代理服务；非金属矿及制品销售；建筑材料销售；社会经济咨询服务；信息技术咨询服 ...

经营范围含工程和技术研究和试验发展；光伏设备及元器件销售；陆上风力发电机组销售；海上风电相 关装备销售；风力发电机组及零部件销售；海上风电相关系统研发；太阳能热发电产品销售；电池销 售；海上风力发电机组销售；太阳能热利用产品销售；环境保护专用设备销售；新能源原动设备销售； 工程管理服务；工程技术服务（规划管理、勘察、设计、监理除外）；技术服务、技术开发、技术咨 询、技术交流、技术转让、技术推广；储能技术服务；太阳能发电技术服务；新兴能源技术研发；能量 回收系统研发；机械设备租赁；技术进出口；进出口代理；货物进出口；销售代理。（除依法须经批准 的项目外，凭营业执照依法自主开展经营活动）许可项目：燃气经营；建设工程设计。（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，具体经营项目以相关部门批准文件或许可证件为准） 企业名称永泽新能源（化州）有限公司法定代表人严千浚注册资本500万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>电力生产地址化州市东山街道上街村委会下东岸村 村内吴建芳房屋202室企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-7-1至无固定 期 ...

Core Viewpoint - Shandong Jingyu New Energy Co., Ltd. has been established with a registered capital of 5 million RMB, fully owned by Guangdong Fusion Energy Technology Co., Ltd. [1] Company Summary - Company Name: Shandong Jingyu New Energy Co., Ltd. [1] - Legal Representative: Zhou Wenyu [1] - Registered Capital: 5 million RMB [1] - Business Scope: Includes research and development of emerging energy technologies, technical services, sales of intelligent distribution and control equipment, energy storage technology services, solar power technology services, and carbon reduction technologies [1] - Company Type: Limited liability company (wholly owned by a legal entity) [1] - Business Duration: Until July 1, 2025, with no fixed term thereafter [1] - Registration Authority: Ningyang County Market Supervision Administration [1] Industry Summary - Industry Standard: Power, heat, gas, and water production and supply [1] - Sub-industry: Power production [1] - Address: 27 West Gate of Dashi Market, Ciyao Town, Ningyang County, Tai'an City, Shandong Province [1]

经营范围含新兴能源技术研发；市场营销策划；信息咨询服务（不含许可类信息咨询服务）；二手车经 纪；机动车鉴定评估；商务代理代办服务；机动车修理和维护；互联网销售（除销售需要许可的商 品）；汽车装饰用品销售；汽车零配件批发；电动汽车充电基础设施运营；新能源汽车电附件销售；新 能源汽车整车销售；新能源汽车换电设施销售；电池销售；电动自行车销售；电池零配件销售；汽车销 售；有色金属合金销售；化工产品销售（不含许可类化工产品）；轮胎销售；功能玻璃和新型光学材料 销售；电子专用材料销售；小微型客车租赁经营服务；汽车拖车、求援、清障服务；新能源汽车废旧动 力蓄电池回收及梯次利用（不含危险废物经营）；国内货物运输代理；货物进出口；技术进出口。（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：国际道路货物运输。（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，具体经营项目以相关部门批准文件或许可证件为 准） 企业名称骏品新能源科技（山东）有限公司法定代表人李守军注册资本300万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>电力生产地址山东省临沂市兰山区纽约上城12 号楼1 ...

Company Overview - Chengde Caisheng Energy Development Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The company is wholly owned by Chengde State-owned Investment Group Co., Ltd. [1] Business Scope - The company’s business includes solar power generation technology services, manufacturing of photovoltaic equipment and components, leasing of photovoltaic power generation equipment, wind power technology services, energy storage technology services, and sales of charging piles [1] - Additional services include contract energy management, centralized fast charging stations, sales of new energy vehicle battery swap facilities, and motor vehicle charging sales [1] - The company is also involved in technical services, development, consulting, exchanges, transfers, promotion, and research in emerging energy technologies and resource recycling technology [1] Regulatory and Operational Details - The company is registered under the electricity, heat, gas, and water production and supply industry, specifically in electricity production [1] - The operational address is located in the Fengyingzi Development Zone, Chengde City, Hebei Province [1] - The business license is valid until June 25, 2025, with no fixed expiration date [1]

Group 1 - A new company named Zhongcheng Xingfu Energy Industry Development (Quanzhou) Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The company is wholly owned by Zhongcheng Xingfu Supercharging (Hubei) Data Operation Co., Ltd. [1] - The legal representative of the new company is Cheng Xiaojun [1] Group 2 - The business scope of Zhongcheng Xingfu Energy includes power generation, transmission, and distribution services, as well as various renewable energy technologies and services [2] - Specific activities include wind power generation technology services, solar power generation technology services, energy storage technology services, and electric vehicle charging infrastructure operations [2] - The company is classified under the national standard industry of electricity, heat, gas, and water production and supply [2]