5月28日，随着中国绿发金塔多能互补基地项目10万千瓦光热电站并网，甘肃酒泉电网总装机容量突破4000万千瓦，达到 4009.92万千瓦。其中，新能源装机容量占比超80%，新能源主体地位进一步凸显。 谋篇"新"能 点"绿"成金 酒泉地处河西走廊最西侧，这里有丰富的风能和光照资源，是中国风光资源储量最丰富、开发条件最优越的地区之一，处 于我国新能源发展第一线，是全国重要的新能源基地和能源战略通道。 1997年5月，甘肃洁源风电有限公司在玉门三十里井子成功并网发电，开创了甘肃风电开发的先河。多年来，酒泉逐步建 成一个千万千瓦级风电基地和三个百万千瓦级光伏基地，实现了从"资源大市"到"能源强市"，从"风电走廊"到"新能源基地"的 蜕变。 随着酒泉全力加快新能源项目建设，推动新能源与装备制造协同发展，国网酒泉供电公司勇挑重担，以构筑新能源与电力 系统协同发展生态圈为目标，主动融入国网甘肃省电力公司"总枢纽、主通道、重基地"发展定位，紧扣"三抓三促""提质增 速"工作主线，多措并举助推酒泉新能源产业高质量发展，酒泉市新能源装机容量、发电量不断创历史新高。 "十四五"以来，该公司积极推动外送通道及电网规划建设，配合政府、 ...

文 | 中关村储能产业技术联盟 近日，国家发展改革、国家能源局印发《关于有序推动绿电直连发展有关事项的通知》（发改能源 〔2025〕650号），探索创新新能源生产和消费融合发展模式，促进新能源就近就地消纳。 定义： 文件提到， 本文所指的绿电直连是指风电、太阳能发电、生物质发电等新能源 不直接接入公共电 网，通过直连线路向单一电力用户供给绿电， 可实现供给电量清晰物理溯源的模式。其中，直连线 路是指电源与电力用户直接连接的专用电力线路。 分类： 按照负荷是否接入公共电网分为 并网型和离网型 两类。并网型项目作为整体接入公共电网，与公 共电网形成清晰的物理界面与责任界面，电源应接入用户和公共电网产权分界点的用户侧。 投资主体： 鼓励模式创新。绿电直连项目原则上 由负荷作为主责单位 。包括民营企业在内的各类经营主体( 不 含电网企业 )可投资绿电直连项目。 项目电源可由负荷投资，也可由发电企业或双方成立的合资公 司投资，直连专线原则上应由负荷、电源主体投资。 项目电源和负荷不是同一投资主体的，应签订 多年期购电协议或合同能源管理协议，并就电力设施建设、产权划分、运行维护、调度运行、结算 关系、违约责任等事项签订协 ...

Group 1 - *ST Jinguang (600190) will be subject to mandatory delisting due to major violations, with trading suspension starting from May 30, 2025 [2] - The company was found to have inflated profits through false trade activities and misreporting, with inflated profits of 36.10 million yuan in 2022, 68.09 million yuan in 2023, and 15.38 million yuan in Q1 2024 [2] - The stock will enter a delisting transition period for 15 trading days after the delisting decision, followed by a five-day period before being officially delisted [2] Group 2 - Central state-owned enterprises (SOEs) are accelerating market value management, with several companies releasing market value management systems [4] - Local and enterprise-level efforts are expected to enhance the pace of market value management, particularly for low-priced and low-market-cap companies, by the second half of 2025 [4] - 16 potential stocks have been identified based on criteria of stock price below 8 yuan and market capitalization below 8 billion yuan [5] Group 3 - Jishi Media, a local state-owned enterprise, is focusing on strategic emerging industries and digital transformation to enhance its asset scale and profitability [5][6] - The company reported a revenue of 499 million yuan in Q1, a year-on-year increase of 23.14%, marking the highest growth rate since its listing [7] - The company is actively collaborating on digital infrastructure projects to boost its capabilities in various sectors [6] Group 4 - Two potential stocks, Liyuan New Energy and ST Chenming, have seen continuous institutional buying over the past two years, with significant net purchases recorded [8] - Liyuan New Energy focuses on wind and solar power generation, with a notable increase in social security fund holdings [8]

Core Viewpoint - The recent notification from the National Development and Reform Commission and the National Energy Administration emphasizes the market-oriented reform of renewable energy pricing, leading to a significant increase in consultation for electricity trading services among renewable energy companies [1][2]. Group 1: Market Dynamics - As of March 2023, China's total installed power generation capacity reached 3.43 billion kilowatts, a year-on-year increase of 14.6%, with renewable energy sources (wind and solar) surpassing thermal power capacity for the first time [1]. - The shift towards market-based pricing for renewable energy is seen as inevitable due to the rapid growth and cost competitiveness of these energy sources [1][2]. - The notification categorizes existing and new projects, with new projects expected to fully enter the market by June 1, 2023, allowing market competition to determine pricing [2]. Group 2: Investment and Operational Strategies - Companies are expected to enhance their operational capabilities to mitigate risks associated with yield fluctuations, with a focus on strategic site selection for new projects [2][6]. - The notification has prompted a surge in demand for electricity trading services, with some companies reporting a 400% increase in inquiries and a 200% rise in order volume since the announcement [3][4]. Group 3: Future Market Projections - By 2024, it is projected that 63% of the total electricity consumption in China will be subject to market transactions, with the overall market size for electricity trading services expected to approach 200 billion yuan by 2030 [3][4]. - The electricity market is expanding, with five regions already in formal operation and more expected to launch by the end of the year, indicating a rapid growth in market participation [5]. Group 4: Storage and Flexibility - The notification is anticipated to positively impact the development of the energy storage industry, as companies adapt to the new market conditions [5][6]. - Flexible load management is becoming a key asset in the electricity market, with companies looking to leverage this to reduce overall energy costs for users [4].

Core Viewpoint - Yunnan Energy Investment (002053.SZ) is significantly expanding its wind power business by securing development rights for three wind farms, totaling an expected installed capacity of 312.5 MW, with a project completion timeline of 12 months [1][2]. Group 1: Project Development - The company has been awarded the development rights for three wind farms: the South Chong Wind Farm in Fuyuan, the Aguzai Wind Farm in Lijiang, and the Huaping West Wind Farm in Lijiang, with respective capacities of approximately 62.5 MW, 100 MW, and 150 MW [2]. - The project sites are noted for their favorable wind conditions, and the total construction period for all projects is estimated to be 12 months [2]. Group 2: Business Transformation - Yunnan Energy Investment, originally Yunnan Salt Chemical, transitioned into the renewable energy sector in 2019 by acquiring shares in a wind power company from its major shareholder, marking a strategic shift towards new energy development [1][4]. - The company aims to enhance its renewable energy capabilities, focusing on wind and solar power, which accounted for 34.45% of its total revenue in 2024 [4]. Group 3: Financial Performance - The company has experienced continuous growth in revenue and net profit over the past four years, with revenues increasing from 23.48 billion yuan in 2021 to 34.53 billion yuan in 2024, and net profits rising from 2.49 billion yuan to 6.75 billion yuan in the same period [5]. - In the first quarter of 2025, Yunnan Energy Investment reported total revenue of 9.54 billion yuan and a net profit of 2.21 billion yuan, reflecting ongoing growth in its asset scale, which reached 187.95 billion yuan by the end of Q1 2025 [6]. Group 4: Diversified Operations - Besides its renewable energy initiatives, the company is also involved in salt production and natural gas operations, with salt products generating 12 billion yuan in revenue in 2024, accounting for 34.86% of total revenue [6]. - The company is implementing a project to upgrade its salt production facility using energy-efficient technology, with a total investment of 448 million yuan [6].

Group 1: Financial Performance and Projections - The company's investment return rate for the "large to small" project has reached approximately 10% [1] - In 2024, the company aims to accelerate the construction of distributed photovoltaic projects, with 9 out of 18 projects already connected to the grid [1] - The first quarter performance showed a year-on-year increase, primarily due to ongoing equipment upgrades and favorable wind resource conditions [2] Group 2: Market Strategy and Competition - The company is focusing on differentiated services, such as customized comprehensive energy solutions, to enhance competitiveness amid increasing market competition [2] - The company plans to closely monitor changes in electricity trading policies to optimize project investment and marketing strategies [2] - The company is exploring non-subsidy business growth points as the subsidy period for existing projects approaches its end [12] Group 3: Technological Advancements and Operational Efficiency - The establishment of a smart operation and maintenance center aims to enhance the management of wind farms through intelligent diagnostics and predictive maintenance [3] - The company has implemented a smart management platform to reduce operational costs and improve fault response efficiency [14] - The company is actively collaborating with universities for R&D projects to align technology with actual power station needs [5] Group 4: Regulatory and Environmental Considerations - The participation in the carbon trading market is not expected to incur additional compliance costs for the company [4] - The company adheres to strict environmental policies during project construction, ensuring that green construction standards do not increase costs [10] - The company is preparing for potential impacts from regional policy adjustments, such as subsidy reductions and stricter approvals [12] Group 5: Future Developments and Strategic Focus - The company has no current plans to develop data center businesses but will continue to focus on enhancing profitability through existing projects [4] - Future strategies will include the gradual implementation of large-to-small transformation projects to improve efficiency [4] - The company is committed to sustainable development and aims to align with the carbon neutrality goals set by its parent group, China Aluminum [4]

1 2.请问 2025 年公司能实现扭亏为盈吗？ 感谢您的关注，公司正在积极推进当前生产和销售工作， 提高经营质量，同时公司也在积极推进重大资产重组工作，旨 在提高公司资产质量和盈利能力。 3.您好，重组新政策对贵公司重组有没有起到帮助作用。 证券代码：000595 证券简称：*ST 宝实 宝塔实业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 □ 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 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 28 日（周三）下午 14:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用 | | | 网络远程的方式召开业绩说明会 | | 上市公司接待 | 1.董事长杜志学 | | | 2.董事会秘书郭维宏 | | 人员姓名 | 3.财务总监马金保 | | | 4.独立董事刘 ...

转自：大众新闻 临沂市河东区政务服务中心综合受理一件事联办窗口，群众前来咨询相关事宜。（□资料片） 核心提示 新能源和可再生能源发电装机占比历史性超过煤电；首条百兆瓦钙钛矿电池中试线成功运行；高铁通车里程突破3000公里，全 国第一……细数一年来齐鲁大地涌现出的标志性成就，无一不是因改革创新而生。 党的二十届三中全会召开前夕，习近平总书记在山东主持召开企业和专家座谈会，深刻阐述了进一步全面深化改革的一系列重 大理论和实践问题，并要求山东"在进一步全面深化改革上当好排头兵"，为山东纵深推进改革提供了科学指引、注入了强大动 力。 迎着党的二十届三中全会进一步全面深化改革的新时代号角，牢记总书记嘱托，山东锚定新的目标定位，发挥改革先导和突破 作用，纵深推进重点领域和关键环节改革，为经济社会高质量发展注入强劲动力。 奔着问题去，盯着问题改 济钢集团钢铁产能全部退出后，存续产业"小、弱、散"，他们果断调整，瞄准战略性新兴产业，从零起步造火箭、造卫星，一 手抓人才转型培育，一手抓外智连接，广泛对接项目、匹配资源。从"钢铁巨人"变道"航天新锐"，济钢集团的蜕变之路是不断 以改革破题之路。 奔着问题去、盯着问题改，济钢之变背 ...

云南能投（002053）公告，公司日前收到富源县能源局、丽江市发展和改革委员会中标/中选通知书， 确定为富源县南冲风电场、丽江市永胜县阿谷子风电场及丽江市华坪县华坪西风电场社会投资人公开优 选的中标单位/中选人。富源县南冲风电场预计装机规模约62.5MW，丽江市永胜县阿谷子风电场预计装 机规模约100MW，丽江市华坪县华坪西风电场预计装机规模约150MW，预计总工期均为12个月。公司 获得上述3个风电场项目开发权，预计总装机规模312.5MW，有利于公司提升新能源装机规模、市场地 位和经营业绩，促进公司新能源业务的做强做优做大。 ...

Core Viewpoint - New筑股份 is planning to issue shares to acquire assets, leading to a temporary suspension of its stock trading, with expectations of an announcement regarding the acquisition soon [1][3] Group 1: Company Background - New筑股份, established in 2001 and listed in 2010, is currently controlled by 四川发展(控股) and is involved in public transportation components, rail transit, and photovoltaic power generation [3][4] - The controlling shareholder, 蜀道投资集团, is a large state-owned enterprise in Sichuan with total assets exceeding 1.5 trillion yuan and over 500 subsidiaries, including five listed companies [1][3] Group 2: Recent Developments - The stock of New筑股份 has seen a nearly 17% increase since May 16, following the announcement of the asset acquisition and the potential for industrial synergy [3] - The company has faced continuous losses over the past four years, with total losses amounting to 1.55 billion yuan from 2021 to 2024, and a loss of 18.06 million yuan in the first quarter of this year [4] Group 3: Financial Performance - New筑股份 has not met performance commitments from its acquisition of 四川晟天新能源, resulting in a cash compensation requirement of 13.21 million yuan from 四川发展(控股) [4] - The company has reported net profits of -233 million yuan, -566 million yuan, -342 million yuan, and -409 million yuan for the years 2021 to 2024, respectively [4]