顺风清洁能源(01165)发布公告，王宇先生(王先生)已提交辞呈，辞任执行董事、董事会董事长(董事 长)、本公司首席执行官(首席执行官)、董事会提名委员会(提名委员会)主席及本公司授权代表(授权代 表)，自2025年9月26日起生效，以投入更多时间于其他个人业务发展。 董事会进一步宣布，韩继彪先生(韩先生)已获委任为执行董事、董事长、首席执行官、提名委员会主席 及本公司授权代表，自2025年9月26日起生效。 ...

Core Viewpoint - Sumeida shares increased by 5.3% on September 26, reaching 10.33 CNY per share, with a trading volume of 270 million CNY and a turnover rate of 2.04%, resulting in a total market capitalization of 13.499 billion CNY [1] Company Overview - Sumeida Co., Ltd. is located at 198 Changjiang Road, Nanjing, Jiangsu Province, established on June 24, 1996, and listed on July 1, 1996. The company operates in two main business segments: industrial chain and supply chain [2] - The industrial chain includes sectors such as consumer goods and environmental protection, with key products/services including textiles, home power products (garden machinery, cleaning machinery, gasoline generators), environmental engineering (wastewater treatment, waste management, soil remediation, kitchen waste treatment, biodegradable plastics), clean energy (photovoltaic products, engineering, operation and maintenance), and shipbuilding and shipping [2] - The supply chain focuses on integrated services for bulk commodity operations and the import of mechanical and electrical equipment. The revenue composition is as follows: supply chain 71.59%, industrial chain 28.20%, with advanced manufacturing at 11.86%, consumer goods at 8.65%, and various other categories contributing to the overall revenue [2] Fund Holdings - According to data from the top ten holdings of funds, one fund under Jiashi Fund has a significant position in Sumeida. The Jiashi CSI 1000 Index Enhanced Initiation A (016776) held 26,700 shares in the second quarter, accounting for 0.96% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit for today is approximately 13,900 CNY [3] - The Jiashi CSI 1000 Index Enhanced Initiation A (016776) was established on December 6, 2022, with a current scale of 18.9085 million CNY. Year-to-date returns are 33.57%, ranking 1582 out of 4220 in its category; the one-year return is 58.8%, ranking 1459 out of 3824; and since inception, the return is 25.29% [3]

资产运营稳中有进多维度数据印证韧性 从上半年运营成果来看，五只产品在复杂环境下仍保持发电效率提升、现金流稳健、分派率可观等共同 特征，凸显出清洁能源资产较强的抗周期能力和长期配置价值。 以中信建投明阳智能新能源REIT为例，其底层两座风电场——河北黄骅旧城和内蒙古红土井子项目， 总装机规模达15万千瓦。上半年两场合计发电量2.36亿千瓦时，同比增长8.75%，上网电量也同步增长 9.12%。更值得关注的是，项目全场可利用率高达99.72%和96.42%，远超行业平均水平。在此基础上， 该REIT实现营业收入1.13亿元，净利润0.40亿元，年化现金流分派率为4.13%。若将国补保理机制潜在 收益纳入考量，分派率甚至可跃升至8.87%，显示了出色的现金流管理能力。 同样依托优质风资源的中信建投国家电投新能源REIT，上半年发电量与结算电量分别达到6.87亿千瓦时 和6.7亿千瓦时，同比稳中有升。风机可利用率保持在99.55%的高位，实现营业收入4.98亿元，净利润 1.71亿元。基金还通过国补应收账款保理机制进一步强化资金周转效率，相关可保理金额规模达5.52亿 元，为后续分派提供有力支撑。 水电资产方面，嘉实 ...

险资再次出手举牌能源行业上市公司。 9月24日晚间， 新天绿能 （600956.SH、00956.HK）披露股东权益变动，长城人寿 保险 股份有限公司 （以下简称"长城人寿"）于9月23日通过港股二级市场集中竞价交易方式，增持公司H股100万股。上述 增持后，长城人寿合计持有新天绿能H股2.1亿股，占公司已发行股份总数的5.0027%。 作为华北地区领先的 清洁能源 公司，新天绿能在全国10多个省份均布局风电项目，风电运营水平处于 全国领先水平，具有重要的市场地位。 而能源板块是长城人寿重点配置板块之一，因此长城人寿此次举牌新天绿能也是其基于保险公司自身配 置需求以及上市公司配置价值进行的长期投资。 简式权益变动报告书显示，2025年4月，长城人寿通过连续竞价的方式买入新天绿能H股7044.7万股，占 上市公司总股本的1.675%，交易均价为3.5862元/股（人民币，下同）。 5月和6月，长城人寿分别买入新天绿能H股43.4万股、761.9万股，交易均价为3.8796元/股、4.0116元/ 股。 长江商报记者注意到，截至9月25日收盘，新天绿能H股股价4.21港元/股，2025年内累计已上涨14.4%。 ...

宁夏银川：大力发展清洁能源产业 宁夏银川：大力发展清洁能源产业【2】 宁夏银川：大力发展清洁能源产业【7】 宁夏银川：大力发展清洁能源产业【4】 宁夏银川：大力发展清洁能源产业【5】 宁夏银川：大力发展清洁能源产业【6】 宁夏银川：大力发展清洁能源产业【3】 ...

来源：市场资讯 尽管如此，GE Vernova仍在积极推进技术创新。公司于9月24日宣布将部署直接空气捕获技术，计划年 捕获1500吨碳。然而，这一利好消息并未能提振市场信心，反而在利好兑现的背景下，股价当日收跌 0.70%，显示市场对短期内的技术突破尚存疑虑。 分析最近的市场动态，可以归结出几个影响GE Vernova股价的主要因素。首先，根据相关报道，GE Vernova自2024年4月分拆以来，股价已上涨了350%，其目前的市盈率高达151倍，远高于市场的平均水 平。这种高估值在短期内导致了一定的获利了结压力，这也是近期股价滑落的一个原因。 此外，分析机构近期对GE Vernova的增长前景表现出一些谨慎。作为市场的重要参与者之一，相关机构 将其目标价从668美元下调至658美元，反映出对其短期内盈利能力的担忧。这种评估调整也在一定程度 上打击了投资者的信心。 政策层面上，美国政府宣布使用紧急权力阻止燃煤电厂的关闭，此举意在维持2025年前约8.1吉瓦的燃 煤发电容量不被退役。这一政策对清洁能源公司的发展产生了不利影响，因为电力市场的传统燃煤项目 占据了资源，削弱了新能源市场的增长预期。 （来源：美股情 ...

（原标题：道达尔能源申请暂停其160亿美元绿氢项目环评审批） 智利《信使报》线上版9月23日报道，道达尔能源（TotalEnergies H2）公司向智环 境评估局（SEA）申请暂停其在麦哲伦大区绿氨工厂项目的审批程序。该项目预计投资 约160亿美元，是环境影响评估系统有史以来接收的最大投资。该司提交文件请求将项 目暂停期延长至2027年3月31日，目的是回应公民参与阶段对该项目提出的数百条意 见。环境评估局批准延长程序暂停期，但期限仅延长至2026年12月7日。当局认为该时 限已足够完成整改，同时保留企业再次申请延期的可能性。 ...

Core Viewpoint - China Three Gorges Corporation has evolved from a hydropower development company to a global leader in clean energy, contributing to national strategies while achieving high-quality development [1] Group 1: Flood Control and Energy Supply - The Three Gorges Reservoir managed a significant flood event in mid-September, with inflow exceeding 40,000 cubic meters per second, while controlling outflow at 25,300 cubic meters per second to alleviate flood pressure downstream [2] - Since its inception, the Three Gorges Project has effectively mitigated floods over 70 times, storing more than 220 billion cubic meters of floodwater, demonstrating its critical role in flood management [2] - The total installed capacity of the hydropower stations developed by China Three Gorges Corporation is 71.695 million kilowatts, generating over 300 billion kilowatt-hours annually, establishing the world's largest clean energy corridor [2] Group 2: Water Resource Management - The Three Gorges Corporation has optimized reservoir operations, providing 25.2 billion cubic meters of supplementary water to the downstream regions to meet urban and agricultural water needs [3] - The company has implemented a "smart water management" model in 25 cities along the Yangtze River, significantly enhancing sewage treatment capacity from an average of 185,000 tons to 435,000 tons per day [4] Group 3: Ecological Protection and Biodiversity - The corporation has released over 28 million rare fish, such as the Chinese sturgeon, and protected over 2,000 species of rare plants, contributing to the restoration of biodiversity in the Yangtze River [5] - Continuous efforts are being made to explore high-level pathways for ecological protection along the Yangtze River, aiming for sustainable ecological improvement [5] Group 4: Renewable Energy Development - The Hami solar thermal project, the largest of its kind in China, generates 2.067 billion kilowatt-hours annually, reducing carbon emissions by over 1.63 million tons [6] - The company has established a significant offshore wind power corridor along the coastline, with over 7 million kilowatts of offshore wind power capacity connected to the grid, ranking among the top globally [6] Group 5: Commitment to Clean Energy - China Three Gorges Corporation has achieved over 160 million kilowatts of total installed capacity, with more than 96% from clean energy sources, maintaining the highest renewable energy generation globally [6] - The company aims to enhance its core functions and competitiveness to contribute to China's modernization and carbon neutrality goals [6]

一、我国能源绿色低碳转型成效显著 我国能源消费总量大，近年来呈现持续增长态势， 2 024 年能源消费总量 5 9.6 亿吨标准煤， 居世界第一位。围绕规模 体量巨大的能源系统，在确保供给安全可靠的同时，推进绿色低碳转型，是一项史无前例的挑战。在党中央、国务院的坚 强领导下，能源行业坚持统筹发展和安全，积极稳妥推进碳达峰碳中和，能源绿色低碳转型取得举世瞩目的成就。 能源利用效率和清洁化水平持续提升。 2024 年，我国单位国内生产总值能耗比"十三五"末下降 11.6% ，是全球能耗强 度下降最快的国家之一。非化石能源消费比重达到 19.8% ，自 2 015 年正式提交国家自主贡献目标以来，累计提高 7 .8 个百分点，快于同期全球和美欧等发达经济体 ， 预计 2025 年将超额完成 20% 目标 。终端用能结构持续优化， 目前 全 社会终端用能电气化率 达到 30% 左右 ， 2 015 年以来提升 近 8 个百分点，并且每 3 度电中就有 1 度多是绿电。 非化石能源供给能力持续增强。 我国水电、风电、太阳能发电、生物质发电装机容量连续多年稳居世界第一，已经构建起 全球最大、发展最快的可再生能源体系。截至 ...

Core Viewpoint - Bloom Energy Corp experienced a nearly 15% decline in stock price following a downgrade by Jefferies to "underperform," primarily due to concerns regarding valuation and long-term growth uncertainty [1] Company Summary - Jefferies downgraded Bloom Energy Corp, indicating potential issues with the company's valuation and uncertainty about its long-term growth prospects [1]