2025.12. 31 本文字数：1446，阅读时长大约3分钟 作者 | 第一财经 安卓 2025年的最后一天，10余家深市上市公司披露了中期分红、三季度分红实施公告。第一财经根据 Wind数据统计，预计2026年初还有超18家公司分红金额合计超百亿元。 上市公司实施稳定分红，不仅能增强股东对公司的认同，还能提升公司在市场中的认可度。近期，证 监会发布《上市公司监督管理条例（公开征求意见稿）》，对上市公司现金分红作出明确要求，支持 上市公司制定合理稳定的分红政策。 从全年的数据来看，年内，深市上市公司累计发放现金股利5475.59亿元。"十四五"期间实施分红 总额超2万亿元，上市公司"愿分红、常分红"的生态逐步形成。 近年来，越来越多的上市公司加入了中期分红大军。年内深市已有533家公司实施中期分红1329.28 亿元，同比增加25.98%。近六成中期分红的深市公司股利支付率超20%，其中105家公司股利支付 率超50%。 上市公司实施中期分红，可以让投资者更早分享企业成长红利。新"国九条"明确强化上市公司现金 分红监管，加大对分红优质公司的激励力度。证监会发布《上市公司监管指引第3号——上市公司现 金分红》 ...

Core Viewpoint - The National Energy Administration has approved and published 353 energy industry standards, including guidelines for distributed power access to the power system and 25 foreign versions of energy industry standards, indicating a significant step towards standardization and regulation in the energy sector [1][3]. Summary by Sections Industry Standards - A total of 353 energy industry standards have been approved, including the "Guidelines for the Assessment of the Carrying Capacity of Distributed Power Access to the Power System" [3]. - The publication includes 25 foreign versions of energy industry standards, such as "Technical Specification for Directional Drilling in Coal Mine" [3]. - Two modification notices for energy industry standards have also been released, including "Determination of the Composition of Liquefied Petroleum Gas by Gas Chromatography" [3]. Specific Standards - Notable standards include: - NB/T 10001-2025: Coalbed Methane Fracturing Operation Specification, replacing NB/T 10001-2014 [4]. - NB/T 10086-2025: Energy Conservation Report Preparation Regulations for Wind Farm Projects, replacing NB/T 10086-2018 [4]. - NB/T 11901-2025: Carbon Emission Quantification Methods and Evaluation Standards for Wind Power Projects throughout their lifecycle [6]. - The standards are set to be implemented starting from June 18, 2026 [4][6].

【罗汉武任国电南瑞总经理】据上海证券交易所消息，国电南瑞科技股份有限公司于2025年12月30日召 开第九届董事会第十次会议，审议通过了《关于聘任公司总经理的议案》。根据《公司法》《公司章 程》等相关规定，经公司董事长提名，公司董事会提名委员会审核，公司董事会同意聘任罗汉武先生为 公司总经理，聘期至本届董事会届满日止。 附件: 罗汉武，1975年9月出生，研究生学历，博士学位，正高级工程师。历任国网内蒙古东部电力有限公司 副总经理、党委委员，国网内蒙古东部电力有限公司董事、党委副书记，国网青海省电力公司董事、总 经理、党委副书记等职。现任国网电力科学研究院有限公司（南瑞集团有限公司）董事、党委副书记， 国电南瑞科技股份有限公司总经理、党委副书记。（来源：上海证券交易所）#电力快讯# 总经理简历 罗汉武先生,1975年9月出生,研究生学历,博士学位,正高级工程师。 历任国网内蒙古东部电力有限公司副总经理、党委委员,国网内蒙古东部电力有 限公司董事、党委副书记,国网青海省电力公司董事、总经理、党委副书记等职。 现任国网电力科学研究院有限公司(南瑞集团有限公司)董事、党委副书记,国 电南瑞科技股份有限公司总经理、党 ...

当日，广东省、深圳市能源发展"十四五"重点工程——深圳500千伏华润电力海丰电厂3、4号机组项目 接入系统工程(以下简称"接入工程")建成投产，标志着深圳"十四五"重点电网工程圆满收官。 依托该工程，海丰电厂可对粤港澳大湾区送出200万千瓦电力，重点保障深圳及周边地区电力安全稳定 可靠供应，为"十五五"期间汕尾海上风电接入深圳奠定坚实基础，助力深圳实现"双碳"目标。 南方电网深圳供电局创新采用"双摇臂抱杆"技术，可同步吊装杆塔两侧组件。黄伟跃 摄 接入工程为全长25公里的架空输电线路工程，共设59基杆塔。南方电网深圳供电局创新采用"双摇臂抱 杆"技术，可同步吊装杆塔两侧组件，搭配200吨大吨位吊车开展重型塔吊装作业，实现"空中就位+地面 组拼"无缝衔接的作业模式，作业效率提升40%。 自2025年9月全面开工以来，在深圳市、深汕特别合作区管委会两级政府支持下，深圳供电局克服工程 多项难题，全力推进工程建设。 中新网深圳12月31日电 (索有为 邵良友 黄伟跃)南方电网深圳供电局31日发布消息称，"十四五"期间， 深圳新增变电站64座，相当于"十二五""十三五"时期新增数量总和，完成电网投资超370亿元。 据了 ...

Group 1 - The core viewpoint of the article highlights the significant progress made in the construction and development of Xiong'an New Area during the "14th Five-Year Plan" period, showcasing its transformation into a modern city [1][8] - Xiong'an New Area has achieved remarkable results in relieving non-capital functions from Beijing, with over 400 central enterprise institutions established, leading to an average annual GDP growth of 17.1% and total investments exceeding 1 trillion yuan [2][4] - The area has implemented innovative services to enhance the living and working environment, including the "Xiong'an One Card" for seamless services between Beijing and Xiong'an, and the establishment of high-quality medical resources [2][7] Group 2 - The development of high-end and high-tech industries has accelerated, with the establishment of a supply chain system led by China Satellite Network Group, attracting over 60 related enterprises and forming a billion-level aerospace information industry cluster [5][4] - Urban development has transitioned to a concentrated and coordinated construction model, covering nearly 215 square kilometers with over 5,300 buildings completed, earning multiple national quality awards [5][4] - Xiong'an New Area emphasizes ecological and green development, successfully resettling 169,000 residents and building 62,600 high-quality housing units, while improving public services and restoring the ecological environment of Baiyangdian [7][8]

12月30日，以"打造电鸿生态，共绘电力物联未来"为主题的2025年电鸿生态大会暨媒体见面会在北京人 民日报社举行。大会旨在凝聚行业力量，聚焦电鸿开源生态共建，系统探讨从技术协同到产业繁荣的关 键路径。通过深化开源协作，推动能源数字化与智能化转型，为构建新型电力系统、建设新型能源体系 提供支撑，这也是能源行业贯彻落实"人工智能+"行动、筑牢数字基础设施的重要实践。 会上，南方电网公司发布了《电鸿理论体系》，系统阐述了电力数字化转型的顶层设计与实施路径。中 国南方电网电力调度控制中心党委委员、副总经理丁晓兵表示，该理论体系为行业提供了可参照的方法 论基础。广东电网有限责任公司广州供电局党委委员、副总经理刘智勇通过规模化实践案例，展示了电 鸿在推动电网智能化与业务转型中的实际价值。 为凝聚生态合力，大会还设立了"电鸿生态之星"奖项，表彰首批贡献突出的合作伙伴。国家电投集团数 字科技有限公司专家、研发中心产品部主任周卓宏，上海交通大学领域操作系统教育部工程研究中心内 核实验室副主任余炀，深圳金三立视频科技股份有限公司常务副总经理杨伟强，广州白云电器设备股份 有限公司副总工、教授级高工余龙，南方电网传感科技（广东）有 ...

Group 1 - The core point of the article is that China Yangtze Power Co., Ltd. has announced its 2025 interim profit distribution plan, which includes a cash dividend of 2.10 yuan per 10 shares, totaling approximately 5.14 billion yuan [1][2] - As of December 31, 2025, the stock closed at 27.19 yuan, down 0.48% from the previous trading day, with a total market capitalization of 665.29 billion yuan [1] - The stock opened at 27.35 yuan, reached a high of 27.37 yuan, and a low of 27.17 yuan, with a trading volume of 20.22 billion yuan and a turnover rate of 0.31% [1] Group 2 - The profit distribution plan has been approved by the board of directors and does not involve capital reserve fund conversion into share capital [1] - The distribution will be based on the total share capital as of the equity registration date, and any changes in share capital before this date will not affect the per-share distribution amount [1]

Core Viewpoint - The Nanning Pumped Storage Power Station, the first of its kind in Guangxi, has been fully operational, marking a significant milestone in China's energy infrastructure development under the "14th Five-Year Plan" [1][3]. Group 1: Project Overview - The Nanning Pumped Storage Power Station is located in Wuming District, Nanning, with a total investment of approximately 8 billion yuan and an installed capacity of 1.2 million kilowatts [1]. - The facility consists of four pumped storage units, capable of converting 1.2 million kilowatt-hours of clean electricity from 1 million cubic meters of water every hour, sufficient to meet the daily electricity needs of 200,000 households [1]. - The construction of the power station took only 41 months from the start of the project to full operation, setting a new speed record for pumped storage projects in China [3]. Group 2: Impact on Energy Sector - The completion of the Nanning Pumped Storage Power Station will significantly enhance the grid regulation capacity in Guangxi, providing strong support for the consumption of clean energy, with an annual capacity to absorb up to 250 million kilowatt-hours of clean energy, thereby reducing carbon dioxide emissions by 220,000 tons [5]. - Since the beginning of the "14th Five-Year Plan," four large pumped storage power stations have been built and put into operation in South China, including the Nanning station, with the total installed capacity in the region reaching 1.268 million kilowatts, accounting for about one-fifth of the national total, and representing a growth of over 60% compared to the end of the "13th Five-Year Plan" [6]. Group 3: Industry Context - Pumped storage power stations function as large-scale energy storage systems, allowing excess electricity generated from renewable sources to be stored and utilized during periods of low generation, thus facilitating the stable integration of wind and solar energy into the grid [7]. - China's total installed capacity of pumped storage has reached 66 million kilowatts, providing a solid foundation for the large-scale and high-quality development of renewable energy [7]. - The operational capacity of pumped storage in South China exceeds 12 million kilowatts, highlighting the region's significant role in the national energy landscape [7].

2025年，北京市A股上市公司市值增量为38295亿元，较年初市值增长12.94%。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：公司观察 其中，市值增量前五企业的增幅均超两千亿，农业银行的市值增量甚至达到8190亿元，增幅43.82%， 贡献了全省市值增量的21.39%。而TOP5的其余四家企业，即工商银行、寒武纪、摩尔线程、中国石 油，市值增量均未超过4000亿元，全省市值增长贡献率未超过10%。 北京市市值缩量最为严重的企业为中国移动、中国电信、中国石化、中国神华、长江电力，其中中国移 动的市值下降程度远高于其他四家，其年内市值缩水3548亿元，而其他四家均未超过900亿元。 ...

Overall Requirements - The article emphasizes the importance of the power grid as a hub connecting electricity production and consumption, aiming to support the green and low-carbon energy transition and ensure reliable electricity supply for high-quality living standards [2][3]. Key Points - By 2030, a new power grid platform will be established, integrating main and distribution networks with smart microgrids, enhancing resource optimization, and supporting renewable energy generation to account for approximately 30% of total electricity [3][4]. - By 2035, the coordination among main grids, distribution networks, and smart microgrids will be fully developed, with improved safety governance mechanisms and enhanced digitalization levels [4]. New Power Grid Platform Functionality - The new power grid will serve as a hub for a high-penetration renewable energy system, supporting the construction of a unified national electricity market and ensuring flexible and efficient operations [5]. - The grid will enhance public infrastructure attributes, ensuring equitable access to electricity and improving service levels for diverse consumer needs [5]. Unified Planning and Construction - The article stresses the need for unified planning in the development of main grids, distribution networks, and smart microgrids to ensure safety and reliability [7]. - It highlights the importance of optimizing transmission channels for cross-province and cross-region electricity flow to support clean energy development [7]. Investment and Development - There is a call for increased investment in the power grid, focusing on upgrading existing infrastructure and encouraging private capital participation [9]. - The article advocates for the construction of a new distribution system that supports flexible and intelligent operations, enhancing the interaction with various energy sources [9]. Power Dispatch System - A new power dispatch system will be established to enhance flexibility and adaptability, integrating various grid forms and operational models [10]. - The article emphasizes the need for a comprehensive control system to improve real-time monitoring and safety levels [10]. Safety Governance - The article outlines the necessity of a collaborative safety governance framework, defining responsibilities across the power supply chain and enhancing user awareness of safety [11]. - It calls for the establishment of a risk prevention mechanism to manage safety risks effectively [11]. Empowering New Productive Forces - The article encourages the advancement of key technologies for the new power grid, focusing on stability analysis and control technologies [13]. - It promotes the integration of artificial intelligence and digital technologies into grid operations to enhance efficiency and safety [13]. Service to Public Welfare - The article highlights the need to improve electricity service capabilities in urban and rural areas, ensuring reliable supply and supporting clean heating initiatives [14]. - It emphasizes the importance of developing a high-quality charging infrastructure to support electric vehicle integration [14]. Supervision and Management - The article calls for optimizing the planning and management mechanisms for the power grid, ensuring effective coordination among different operating entities [16]. - It stresses the importance of regulatory frameworks to oversee the natural monopoly aspects of the grid and ensure fair access to services [17]. Organizational Assurance - The article outlines the responsibilities of various stakeholders, including government agencies and grid companies, in promoting high-quality development of the power grid [18]. - It emphasizes the need for a supportive environment for the implementation of new technologies and practices in the power grid sector [18].