陕西：2025年12月8日发布《陕西省2026年电力市场化交易实施方案》。明确自2026年1月1日起，各经营主体在月度及以上周期的交易中，可参考现货已 连续运行月份分时价格走势，充分考虑现货限价、供需预测、市场行情、政策变化等因素，通过市场化方式形成具有合理价差的分时交易价格，且输配电 价不参与浮动。 云南：2026年1月20日发布《关于进一步优化调整分时电价政策的通知》。明确自2026年3月1日起，除国家有专门规定的电气化铁路（含地铁）牵引用电 外，由电网代理购电的大工业用户和用电容量在100千伏安及以上的一般工商业用户执行政府规定的分时电价，直接参与电力市场交易的用户不再执行政 府规定的分时电价，且输配电价不参与浮动。 吉林：2025年12月28日发布《关于2026年电力中长期市场价格机制相关事项的通知》。明确自2026年1月1日起，直接参与市场用户不再执行政府规定的分 时电价，各市场经营主体可参考现货实时市场已运行月份分时均价形成的峰平谷价格信号，并考虑供需预测，市场行情，政策变化等因素，通过市场化方 式合理形成分时交易价格，且输配电价不参与浮动。 需要注意的是，取消固定分时≠全天一口价！所有政策均为取 ...

深南电A、深南电B公告称，2026年1月29日，公司全资子公司深南电工程公司与柬埔寨BSE公司正式签 署《离岸供应与运维技术咨询协议》，合同预计金额1.04亿美元，占项目总金额50%。此金额基于运维 周期估算，实际以执行中确认金额为准。项目含2026 - 2027年建设阶段前期服务及2028 - 2042年商业运 营阶段运维服务。该项目预计扩大子公司业务规模，对公司未来经营产生积极影响，但履行期长，存一 定风险。 ...

1月17日，国家能源局发布数据显示，2025年，全社会用电量累计103682亿千瓦时，同比增长 5.0%。业内人士向21世纪经济报道记者表示，全社会用电量突破10万亿千瓦时，在全球范围内 尚属首次。 【点击查看详情】 政策速递 《洞见ESG》1月刊 国家级零碳园区来了！ 监管声音 监管声音｜五部门发文：2027年前在汽车等重点领域培育零碳工厂 1月19日，工业和信息化部、国家发展改革委、生态环境部、国务院国资委、国家能源局等五部 门联合印发《关于开展零碳工厂建设工作的指导意见》（工信部联节〔2026〕13号，以下简称 《指导意见》）。 【点击查看详情】 监管声音｜全球首次！用电量破10万亿，中国经济引擎拆解 政策速递｜全国生态环境保护工作会议部署七大重点任务 1月14日至15日，生态环境部在京召开2026年全国生态环境保护工作会议。会议部署了2026年 七大重点任务，其中提到持续深入推进污染防治攻坚和生态系统优化，深入打好蓝天、碧水、 净土保卫战，加强固体废物综合治理，强化新污染物治理，加强生态保护修复监管。 【点击查 看详情】 政策速递｜绿证管理实施细则落地，超过有效期绿证将强制下架并核销 1月7日，国家能 ...

立新能源1月29日公告，预计2025年归母净利润9500万元-1.1亿元，同比增长89.31%-119.20%。报告期 内新增投产的风电及独立储能项目带来上网电量及营业收入增加。公司联营企业新疆华电天山发电有限 公司所属"疆电外送"三通道发电项目年内陆续并网投运，为公司带来的投资收益增加。 ...

Core Viewpoint - The company, Suihengyun A, forecasts a significant increase in net profit for the year 2025, projecting a range between 28.4 million to 34.4 million yuan, which represents a growth of 70.44% to 106.45% compared to the previous year [1] Financial Performance - The expected net profit for 2025 is estimated to be between 28,400,000 yuan and 34,400,000 yuan [1] - This projection indicates a substantial year-on-year growth rate of 70.44% to 106.45% [1]

证券日报网讯1月29日，闽东电力（000993）在互动平台回答投资者提问时表示，公司利润分配严格遵 循《公司法》《企业会计准则》《公司章程》等相关规定。公司将聚焦主业提升经营业绩与内在价值， 以更好的成果回报投资者。 ...

Group 1 - The company expects a net profit attributable to shareholders of 95 million to 110 million yuan for 2025, representing a year-on-year growth of 89.31% to 119.2% [1] - The increase in performance is primarily due to the new wind power and independent energy storage projects that have commenced operation, leading to increased electricity generation and revenue [1] - The company also benefited from investment income from its joint venture, Xinjiang Huadian Tianshan Power Co., Ltd., which has been operational in the "Three Channels of Xinjiang Power Transmission" project [1]

Core Viewpoint - The restart of the No. 6 reactor at the Kashiwazaki-Kariwa Nuclear Power Plant was halted due to an alarm triggered during the control rod extraction process, with the cause likely linked to a combination setting issue between the inverter and control rod drive [1] Group 1: Incident Details - The No. 6 reactor at the Kashiwazaki-Kariwa Nuclear Power Plant, Japan's largest nuclear facility, was restarted on January 21 but triggered an alarm during operations on January 22 [1] - Tokyo Electric Power Company decided to temporarily shut down the No. 6 reactor to investigate the cause of the alarm [1] Group 2: Investigation Findings - Following the temporary shutdown, the electronic components of the control rod drive equipment were sent to the manufacturer for inspection, which revealed no issues [1] - The company suspects that the alarm was caused by a combination setting issue between the inverter and the control rod drive, and they plan to compile investigation results soon [1] Group 3: Future Outlook - The head of the plant, Takeyuki Inagaki, indicated that the cause of the malfunction is becoming clearer, and the restart of the reactor is expected to occur soon [1]

Group 1: Global Gold Demand and Market Trends - In 2025, global gold demand is projected to reach 5002 tons, marking a historical high driven by geopolitical tensions and economic uncertainties, with total demand value reaching $555 billion in the previous year [1] - On January 29, international gold prices surged, with COMEX gold reaching $5626.8 per ounce and domestic gold jewelry prices exceeding 1700 yuan per gram, reflecting a significant daily increase [1] - The high gold prices have led to a booming gold recycling market, but also to consumer risks due to inflated quotes and other malpractices in the recycling process [1] Group 2: Banking and Financial Services - By December 2025, the wealth management scale of 11 national banks reached 13.46 trillion yuan, showing a 10% increase from the beginning of the year, despite a slight decline from November [2] - The growth in wealth management is attributed to a "deposit migration" trend, with Postal Savings Bank notably rising in ranking among the banks [2] Group 3: Technology and Manufacturing - The global AMOLED smartphone panel market is expected to see a shipment of approximately 920 million units in 2025, reflecting a 4.7% year-on-year growth, driven by demand for high-end smartphones [2] - The television industry is facing challenges due to rising costs in memory, panels, and precious metals, leading to a downward adjustment in expected global shipments for 2026 [2] Group 4: Corporate Developments - Tencent has had 499 million yuan worth of shares frozen due to legal proceedings involving Linzhi Tencent Technology Co., Ltd [6] - Suzhou Lianxun Instrument Co., Ltd has received approval from the China Securities Regulatory Commission for its IPO application on the Sci-Tech Innovation Board [7] - Runxin Micro Technology has completed nearly 400 million yuan in B+ round financing, aimed at enhancing its core technology capabilities [9] Group 5: Earnings Forecasts - Bai'ao Saitou expects a net profit of 162 million to 182 million yuan in 2025, representing a year-on-year increase of 384% to 444% [13] - Nanjing Mobi expects a net profit of 24 million to 34 million yuan in 2025, indicating a growth of 269.49% to 423.44% [14] - Jinko Power anticipates a net profit of 155 million to 195 million yuan in 2025, reflecting a growth of 383.21% to 507.9% [15]

根据公司初步统计，2025年第四季度，本公司及子公司按合并报表口径完成输/售气量137,307.62万立方 米，同比增加0.59%，其中售气量124,938.57万立方米，同比增加3.78%；代输气量12,369.05万立方米， 同比减少23.25%。截至2025年12月31日，累计完成输/售气量525,481.96万立方米，同比减少10.71%，其 中售气量477,054.00万立方米，同比减少7.47%；代输气量48,427.96万立方米，同比减少33.63%。 格隆汇1月29日丨新天绿能(600956.SH)公布，根据公司初步统计，2025年第四季度，本公司及子公司按 合并报表口径完成发电量4,442,555.09兆瓦时，同比增加3.66%；完成上网电量4,338,170.75兆瓦时，同 比增加3.66%。截至2025年12月31日，累计完成发电量15,210,416.24兆瓦时，同比增加7.71%；累计完成 上网电量14,844,623.57兆瓦时，同比增加7.71%。2025年1-12月，公司平均上网电价（不含税）为0.41 元/千瓦时，较去年同期下降4.52%；公司市场化交易电量9,821,643 ...