证券代码：000987 证券简称：越秀资本 编号：2025-005 广州越秀资本控股集团股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他（投资者集体接待日） | | 活动介绍 | 参加2025年广东辖区上市公司投资者关系管理月活动，与广大 | | | 投资者在线交流公司经营管理情况。 | | 时间 | 2025 年 9 月 19 日 15:30—17:00 | | 形式 | "全景网"资本市场路演互动平台 董事长：王恕慧 | | 上市公司 | | | | 副董事长、总经理兼董事会秘书：吴勇高 | | | 独立董事：刘中华 | | 接待人员姓名 | 独立董事：冯科 | | | 财务负责人（代）：潘永兴 | | | 1、新能源业务上半年实现营业收入 24.23 亿元，同比增长 | | | 122.69%，这个增长速度非常快。请问公司目前在新能源领域 | | | 有哪些核心竞争力？ | | | 答：投资者您好！越秀新能源具有以 ...

Group 1: New Energy Business Development - The company is actively expanding its new energy business through its subsidiary China Nuclear Technology, focusing on distributed photovoltaic and energy storage projects [2] - As of June 2025, China Nuclear Technology has completed the construction and grid connection of the 100MW/200MWh energy storage project in Linxiang, and operates a total of 117 power stations, including 103 wind and solar stations and 14 energy storage stations, with a total operational scale of 2,030MW [2][4] - The company aims to enhance the "green" aspect of its industrial parks by implementing rooftop photovoltaic projects [2] Group 2: Real Estate and Market Strategy - The company is committed to avoiding competition with its controlling shareholder in real estate development and will address any potential conflicts through asset injection or management delegation [3] - The Xi'an Fengxi project, acquired in 2024, is currently under construction and has begun pre-sales [3] - The company plans to deepen its presence in key markets such as the Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area, despite facing performance pressures from market conditions [3][4] Group 3: Financial Performance and Asset Management - The company conducts annual asset impairment assessments to ensure accurate financial reporting [4] - The marine engineering business, operated by its subsidiary Shenzhen Chiwan Shengbao Wang Engineering Co., achieved a revenue of 691 million yuan in 2024 [4] - The company is exploring the issuance of additional public REITs to enhance asset management and operational efficiency [4]

企查查APP显示，近日，陕西华电靖边新能源有限公司成立，法定代表人为倪军，经营范围包含风力发 电技术服务；热力生产和供应；发电业务、输电业务、供（配）电业务。企查查股权穿透显示，该公司 由华电新能(600930)全资持股。 ...

Group 1 - A new renewable energy generation company, Tianjin Baodi Xiangze New Energy Power Generation Co., Ltd., has been established in Tianjin [1] - The legal representative of the new company is Zhou Long, and its business scope includes wind power generation technology services and power generation technology services [1] - The company is wholly owned by SANY Renewable Energy (688349) [1]

Core Insights - The project marks the official launch of a new collaborative operation model of "solar thermal + photovoltaic" energy, enhancing the grid's capacity to accept renewable energy [1][5] Project Overview - The project, located in Hami City, Xinjiang, has a total installed capacity of 1 million kilowatts, consisting of a 100,000-kilowatt solar thermal storage power station and a 900,000-kilowatt photovoltaic power station [3] - The solar thermal component utilizes 260,000 linearly arranged mirrors to concentrate sunlight and heat molten salt for energy storage, achieving up to 8 hours of energy storage [3] Operational Synergy - The solar thermal power station's energy storage and peak regulation capabilities complement the photovoltaic power station, providing a seamless power supply during nighttime or cloudy periods, ensuring 24-hour stable output [5] - After full capacity grid connection, the solar thermal storage power station will serve as a fundamental regulating power source, working in tandem with the photovoltaic station to create a multi-energy complementary clean energy base [7] Environmental Impact - The project is expected to generate approximately 2.067 billion kilowatt-hours of clean electricity annually, leading to a reduction of over 1.63 million tons of carbon dioxide emissions [7]

Core Insights - The largest linear Fresnel solar thermal integrated energy demonstration project in China, the Three Gorges Group's Hami 1 million kilowatt "solar thermal + photovoltaic" project, has achieved full capacity grid connection, marking the official launch of a new collaborative operation model for "solar thermal + photovoltaic" [1] - The project is located in Hami City, Xinjiang, with a total installed capacity of 1 million kilowatts, consisting of a 100,000-kilowatt solar thermal storage power station and a 900,000-kilowatt photovoltaic power station [1] - The solar thermal component utilizes 260,000 linearly arranged mirrors to concentrate sunlight, heating molten salt for energy storage, capable of storing energy for up to 8 hours, thus enabling efficient conversion and stable utilization of solar energy [1] Project Details - The project allows the solar thermal power station to leverage its energy storage peak regulation capabilities in deep complementarity with the 900,000-kilowatt photovoltaic power station [1] - During the day, photovoltaic power generation meets the basic load of the grid; at night or during rainy periods, the thermal storage system seamlessly provides power, achieving 24-hour stable output [1] - After full capacity grid connection, the solar thermal storage power station can fully utilize its role as a basic regulating power source, working in tandem with the photovoltaic station to form a clean energy base with multi-energy complementarity [1] Environmental Impact - The project is expected to produce approximately 2.067 billion kilowatt-hours of clean electricity annually, resulting in a reduction of over 1.63 million tons of carbon dioxide emissions [1]

热点聚焦 1.科技部部长阴和俊表示，在人形机器人方面，整机技术实现突破，多模态感知、大脑-小脑模型等关键技术取得进展，促进了与具身智能的深度融合，正 在推动人形机器人在汽车制造、物流搬运、电力巡检等场景加速落地应用，为未来万亿级产业的发展奠定了坚实基础。在脑机接口领域，已帮助截瘫患者开 始站立行走，盲人恢复光感；国产脑起搏器已实现全面商用，在8个国家400家医院开展植入，临床已帮助3万名帕金森病患者改善运动功能，成为人口健康 领域高质量发展新引擎。 2.在华为全联接大会2025上，华为轮值董事长徐直军分享了昇腾芯片的规划路线，并推出全球最强超节点和集群。他透露，未来三年，直至2028年，华为开 发和规划了三个系列，分别是Ascend(昇腾)950系列，包括两颗芯片：Ascend950PR和Ascend950DT，以及Ascend960、Ascend970系列，更多具体芯片还在规 划中。 3.当地时间周四，英伟达宣布，将向英特尔投资50亿美元，并与其联合开发PC与数据中心芯片。根据协议，英伟达将以每股23.28美元的价格购买英特尔普 通股，较英特尔周三收盘价折让约6.5%，但高于美国政府上月以每股20.47美元 ...

今年迎峰度夏期间，山东电网负荷8次创历史新高，并首次突破1.3亿千瓦。同时，截至今年8月底，山 东新能源装机达1.2367亿千瓦。 随着市场化改革不断深入，电力市场助力新能源高质量发展的作用越发凸显。9月11日，山东新能源增 量项目机制电价竞价结果进入公示阶段，这是全国首次开展的新能源机制电价竞价。在首轮竞价中，有 3000多个新能源项目参与，覆盖风电、太阳能发电两大类别。此次竞价标志着电力市场化改革迈出了关 键一步。 如何平衡好规模与效率，促进新能源高质量发展？机制电价是一项重要创新。机制电价竞价类似于投 标，可以从"量"和"价"两个维度来理解。山东省发展改革委价格处副处长史华南介绍，"量"可以理解为 能"中标"的总规模，根据年度风电光伏消纳责任权重完成情况等因素确定。在总量之下，按照报价"低 价优先"的方式入围，"中标价"取入围项目的最高价。这样能够有效实现新能源"量"的合理增长 与"价"的有效竞争。 山东这次竞价形成的新能源机制电价，相当于一个动态的"价格保险"：当电力市场价格低的时候，"价 格保险"会支付费用保证项目得到入围时获得的电价；当电力市场价格高的时候，"价格保险"会回收项 目高于入围电价的收 ...

Core Viewpoint - The recent auction results for renewable energy prices in Shandong Province have raised concerns about the profitability of solar projects, with the mechanism price for solar set at 0.225 yuan/kWh, significantly lower than expected, leading to a potential decline in investment interest in the sector [1][4][5]. Group 1: Mechanism Price and Market Reactions - The mechanism price for solar energy in Shandong is set at 0.225 yuan/kWh, with 80% of the selected projects being distributed solar projects, indicating a significant drop in expected returns for investors [4][5]. - The auction results have led to mixed reactions in the market, with some industry participants anticipating low bids due to high competition, while others express disappointment over the inability to maintain profitability at such low prices [5][6]. - The mechanism price reflects a 43% decrease compared to the benchmark coal price of 0.3949 yuan/kWh, indicating a substantial impact on the revenue of new solar projects [5][6]. Group 2: Policy Changes and Investment Landscape - Recent policy changes from the National Development and Reform Commission and the National Energy Administration aim to accelerate the construction of the electricity spot market and promote new energy consumption, indicating a shift in investment models for renewable energy [2][6]. - The current investment environment is characterized by a cautious approach from investors, with many projects being terminated due to insufficient conditions, such as unmet profitability requirements and limited grid capacity [7][9]. - The focus of future market development is expected to shift towards high-quality projects, with a significant reduction in non-technical costs anticipated in regions with less competitive solar markets [7][9]. Group 3: Storage and New Energy Integration - The introduction of new pricing mechanisms for energy storage and nearby consumption is seen as a positive development, although practical implementation remains challenging due to various concerns, including high costs and operational risks [10][11]. - The recent policy changes have improved the investment landscape for independent energy storage projects, with significant growth in installed capacity reported [13][14]. - Despite the potential for growth in the energy storage sector, not all projects will benefit equally, as performance and operational reliability remain critical factors for success [15][16].

Group 1 - Inner Mongolia has abundant wind power resources and ranks first in the country for total installed renewable energy capacity [1][3] - The number of wind power supporting enterprises in Ulanqab has increased from a single digit to over ten in four years, with the workforce tripling [3] - In the first half of this year, Ulanqab's renewable energy generation exceeded 20 billion kilowatt-hours, accounting for over half of the total power generation [5] Group 2 - The region's green electricity supply has supported the rapid rise of the computing power industry, with a data center achieving a latency of only 4.2 milliseconds to Beijing [5][6] - The first phase of the world's largest green hydrogen ammonia project has been completed in Inner Mongolia, with an annual production capacity of 320,000 tons, reducing carbon emissions by approximately 1.4 million tons annually [8] - Inner Mongolia's installed renewable energy capacity reached 145 million kilowatts in the first half of the year, accounting for 52% of the total, with renewable energy generation increasing by 36% year-on-year [8]