Core Insights - Guangdong's first batch of 110 kV renewable energy power plants has officially participated in the electricity spot market, marking a significant step towards integrating renewable energy into the market [1][2][3] - The total installed capacity of wind and centralized solar power in Guangdong has exceeded 60 million kW, driving the transformation of the region's energy structure [2] - The participation of these renewable energy plants in the spot market is expected to enhance system safety and balance electricity supply and demand [3] Group 1 - Nine renewable energy power plants, including Chengtou Wind Farm and Zeyang Photovoltaic Power Station, have a combined grid capacity of approximately 462,000 kW and traded 8.081 million kWh on their first day [1] - The Tuo Lian Street 88 MW fish-solar complementary photovoltaic project, covering an area of about 1,600 acres, is expected to generate 120 million kWh annually, reducing CO2 emissions by approximately 110,000 tons per year [1] - Since the continuous operation of the spot market began in November 2021, the total trading volume of renewable energy has exceeded 3 billion kWh [2] Group 2 - Guangdong has been a leader in market-oriented reforms for renewable energy pricing and has initiated pilot projects for renewable energy participation in the electricity spot market since December 2022 [2] - As of January 1, 2024, all 220 kV and above renewable energy stations in Guangdong will fully participate in the electricity spot market, with an entry scale exceeding 17 million kW [2] - The integration of 110 kV renewable energy power plants into the spot market is a crucial step in promoting the comprehensive entry of renewable energy into the electricity market [3]

风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者：看好股市的新人 来源：雪球 特高压新能源大基地项目的投资主要是三块： 1、特高压输送线路。一般都是电网投资，有的受端省也会出一部分钱。投资回报主要是收取输电 费用。这个费用按照千瓦时固定费用计价。也就是按照额定功率全容量输电，和只输一度电的每 千瓦时输电费是一样的。这样的费用设计方式，如果输送电量达不到设计容量的一定比例，项目 是要亏钱的。一般，特高压项目盈亏点是设计容量的80%，也就是每年送电量必须达到设计容量 的80%，特高压项目才能不亏钱。而要达到预期收益率，估计要达到90%以上。 另外，特高压项目的度电输电费用不能高于地区电价差，否则就没经济价值了。以陕电入皖为 例，陕西目前的电价约0.34，安徽是0.4，价差6分。所以，陕西-安徽特高压的输电费用，每千瓦 时不能高于这个价差，否则，无论是陕西，还是安徽，都没太大兴趣推进这个项目了。输电费受 电价价差限制，如果铜铝价格过快上涨，特高压的投资额上涨（铜铝成本占特高压输电线路造价 的大头），而输电费受制于两地电价差而无法同步上升，这个项目也是无法推进的。 目前的问题 ...

Economic Performance Highlights - The economic performance of Liaoning province in the first four months of the year shows significant growth in strategic emerging industries, accelerated high-end manufacturing, enhanced consumer demand, and improved green energy structure [1][2][3] - The value of invoices issued in the electronic core industry, advanced environmental industry, new energy vehicle-related facilities manufacturing, internet and cloud computing, big data services, and marine engineering equipment industries increased by 37.7%, 26.5%, 24.4%, 23.5%, and 17% year-on-year, respectively [1] Manufacturing Sector Developments - The high-end manufacturing sector is advancing rapidly, with invoice amounts for medical instruments and equipment manufacturing, as well as aerospace and equipment manufacturing, increasing by 13.6% and 1.2% year-on-year [2] - Neusoft Medical Systems Co., Ltd. reported a year-on-year increase of over 30% in invoice amounts [2] Consumer Market Trends - The consumer market is experiencing a rise in enthusiasm, with invoice amounts for home audio-visual equipment retail and daily household appliances retail increasing by 45.6% and 44.7% year-on-year, respectively [2] - The overall consumer sector (excluding housing consumption) saw a year-on-year increase of 6.4%, contributing to a 0.6% growth in total invoice amounts for the province [2] Green Energy Initiatives - Liaoning province is committed to a high-quality development path focused on ecological priority and green low-carbon transformation, with a gradual formation of a green industry system [3] - The invoice amounts for clean energy generation (nuclear, hydro, solar, wind, and biomass) grew at a rate 2.3 percentage points higher than that of thermal power generation, accounting for 35.7% of total power generation invoice amounts, exceeding the national average by 4.0 percentage points [3]

证券代码：001258 证券简称：立新能源 新疆立新能源股份有限公司 投资者关系活动记录表 编号：2025-004 | | 特定对象调研 分析师会议 媒体采访 业绩说明会 | | --- | --- | | 投资者关系活动 | | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他（投资者网上集体接待日） | | 参与单位名称及 人员姓名 | 投资者网上提问 | | 时间 | 2025 年 5 月 23 日（周五）下午 16:00~18:00 | | 地点 | 公司通过"全景路演"网站（https://rs.p5w.net）采用网络远程的 | | | 方式参加 年新疆辖区上市公司投资者网上集体接待日活动 2025 | | 上市公司接待人 | 1. 财务总监叶春 | | 员姓名 | 2. 董事会秘书董爽 | | | 证券事务代表赵生萍 3. | | 投资者关系活动 | 1.7 月份的解禁股，都是谁的？请说明一下 | | | 尊敬的投资者您好，公司 7 月份申请解禁股份为控股股东新 | | | 疆能源（集团）有限责任公司持有 47.38%的股份，井冈山筑力 | | | 管理 ...

Group 1 - The core viewpoint of the articles highlights the rapid development of renewable energy projects in the Haixi Prefecture of Qinghai Province, emphasizing the integration of green energy and digital economy as a new engine for high-quality development [1][5][10] - The Qinghai 60MW/600MWh liquid air energy storage project is a significant initiative, showcasing the region's potential in energy storage and management [1] - The establishment of a clean energy equipment manufacturing base in Delingha, which includes a 5.X MWh energy storage system, marks a milestone in the development of wind and solar energy integration in western China [2][4] Group 2 - The Haixi Prefecture has abundant solar and wind resources, making it a key area for renewable energy development, with a focus on photovoltaic, solar thermal, and wind power generation [5][6] - The total installed capacity of the Haixi power grid reached 25.87 million kW, with renewable energy capacity accounting for 24.82 million kW, representing 95.9% of the total [10] - The integration of green hydrogen as a high-density energy storage medium is being explored to address challenges in renewable energy consumption and grid stability [7][9] Group 3 - The National Grid Haixi Power Supply Company is actively enhancing its service support system to accommodate a high proportion of renewable energy integration, ensuring efficient resource utilization [5][6] - The company is implementing new technologies and innovations to improve grid stability and management, addressing the challenges posed by the variability of renewable energy sources [6][11] - The development of a "chain-style" service system by the National Grid Haixi Power Supply Company aims to support renewable energy enterprises from the initial connection to the grid [7][10]

Group 1: Core Industry Transformation - The mining industry in Chenzhou is transitioning from traditional methods to green and efficient practices, focusing on environmental protection and resource utilization [2] - Companies are investing in eco-friendly technologies and establishing circular economy chains to recycle waste materials, which reduces production costs and enhances economic benefits [2] Group 2: Cultural and Tourism Development - Chenzhou's rich natural scenery and cultural heritage have laid a strong foundation for the growth of the cultural tourism industry, with increased investments and successful tourism events enhancing its reputation [5] - Rural areas are benefiting from tourism, with local communities developing agritourism and promoting regional products, leading to improved incomes and living conditions for residents [5] Group 3: Modern Agriculture Advancement - Significant achievements in modern agriculture have been made, with local specialties like ice sugar oranges and peppers being cultivated, alongside the promotion of advanced planting techniques [6] - The establishment of standardized planting bases and processing facilities has created a complete industrial chain, increasing product value and ensuring farmers' economic returns [6] Group 4: Electronic Information Industry Growth - The electronic information industry in Chenzhou is emerging, supported by government efforts to create industrial parks that attract numerous companies [9] - Collaboration among enterprises and with academic institutions is enhancing technological innovation and competitiveness, leading to job creation and economic structure improvement [9] Group 5: New Energy Potential - Chenzhou has abundant renewable energy resources, with ongoing projects in wind and solar power that reduce reliance on traditional energy and lower carbon emissions [9] - The development of the new energy sector is fostering advancements in related industries, including equipment manufacturing and maintenance services, contributing to a complete industrial chain [9] Group 6: Policy Support and Guidance - The Chenzhou government has implemented various strategies to promote industrial growth, including special funds for emerging industries and subsidies for transitioning companies [12] - Policies prioritizing land allocation and talent attraction are facilitating business operations, optimizing the industrial environment for sustainable economic growth [12]

| 项目 | 2024年6月30日 | 2023年12月31 | 2022年12月31 | 2021 白 | | --- | --- | --- | --- | --- | | | | 日(经車述) | 日 (经重述) | 日 ( | | 资产总额(万元) | 36.515.534.93 | 33.448.009.13 | 27.183.405.32 | 21. | | 归属于母公司所有者权益 | 9,588,081.97 | 8.371.783.66 | 7,307,870.20 | 2, | | (月元) | | | | | | 资产负债率(母公司) | 36.16% | 40.46% | 38.55% | | | 资产负债率(合并) | 71.92% | 73.17% | 71.15% | | | 项目 | 2024年1-6月 | 2023年度(经重 | 2022 年度(经重 | 2021 年 | | | | 述) | 述) | 1 | | 营业收入(万元) | 1.725.303.23 | 2.958.012.90 | 2.467.334.41 | 2, | | 净利润(万元) | 655.289.6 ...

Group 1 - New energy has become the primary power source in over ten provinces in China, with Xinjiang and Shandong having new energy installation ratios exceeding 50% [1] - Shandong's new energy and renewable energy installations reached 125 million kilowatts, accounting for over 51% of the total [1] - Xinjiang's total power installation surpassed 200 million kilowatts, with new energy installations at 112 million kilowatts, representing 55.72% of the total [1] - Nationwide, as of the end of March, China's cumulative installed capacity of wind and solar power reached 1.482 billion kilowatts, surpassing the total installed capacity of thermal power [1] Group 2 - In response to the challenges of high proportions of new energy operation, the State Grid has launched a large-scale new energy grid operation control system [2] - This system covers over 60,000 substations and hundreds of thousands of new energy stations, enabling rapid economic adjustment of power supply and demand under fluctuations of 360 million kilowatts [2] - The South China Grid has established a new energy scheduling management platform to monitor and analyze new energy operations across five provinces [2] Group 3 - Companies like Huawei are focusing on the application of artificial intelligence in new energy, enhancing the accuracy of weather and power forecasting models [3] - Huawei's AI-based forecasting solution achieved a 97.24% accuracy rate for 15-minute predictions and over 90% for 24-hour forecasts [3] - The Chinese government has initiated actions to build a new power system, enhancing the grid's capacity to accept and regulate clean energy [3]

| | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 | √业绩说明会 | | 类别 | □新闻发布会 | □路演活动 | | | □现场参观 | □电话会议 | | | □其他： （请文字说明其他活动内容） | | | 参与单位名称 及人员姓名 | 电投能源2024年度业绩说明会采用网络远程方式进行，面向全体投资者 | | | 时间 | 2025 年 5 月 21 日 15:00-17:00 | | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈" | | | | 栏目 | | | 公司接待人员 | 董事长：王伟光 | | | | 总会计师：周欣 | | | 姓名 | 董事会秘书：李冬 | | | | 独立董事：陶杨 | | | | 保荐代表人：钟山 | | | 投资者关系活动 | 1.麻烦公司尽快出来承诺增发不摊薄每股净资产及收益，不存在低价增 发高价收购大股东资产，做到同步估值处理，并考虑给老股东优先配售 | | | | 权，如果摊薄每股收益及每股净资产给与补偿，以维护公司市值 | | ...