在刚刚闭幕的2025年上海合作组织峰会上，中国提出在未来5年同上海合作组织其他国家一道实施新 增"千万千瓦光伏"和"千万千瓦风电"项目(下称"双千合作")。 王宏志说，中国新能源产业全球领先，上海合作组织国家对发展风电、光伏需求巨大，实施"双千合 作"、发展绿色能源产业是两全其美、相互成就的重大利好。我们要坚持互利共赢，深化发展战略对 接，发挥新能源等产业和技术优势，积极关注和回应上海合作组织国家转型和发展需求，按照市场化原 则，加大力度推动风电、光伏发电等项目合作，助力上海合作组织国家能源清洁低碳转型。(完) （文章来源：中国新闻网） 国家能源局局长王宏志在致辞中指出，成立中国—上海合作组织能源合作平台，是深化与上海合作组织 国家能源合作的必然要求。国家能源局将以中国—上海合作组织能源合作平台成立为契机，以更大力 度、更高标准、更实措施推动中国—上海合作组织能源合作再上新台阶，为促进中国—上海合作组织国 家的交流合作作出行业贡献。 对于下一步工作，王宏志提出三点建议：一是深化能源领域务实交流合作，打造安全发展平台；二是拓 展清洁能源合作新空间，打造绿色发展平台；三是提升区域能源治理能力，打造共享发展平台。 ...

Core Viewpoint - The growth of GCL-Poly Energy (协鑫能科) is a response to the widespread anxiety in the renewable energy industry regarding "involution," as the focus has been heavily concentrated on upstream manufacturing in fields like photovoltaics and energy storage, leading to homogenized business models. The company seeks differentiated growth paths in this context [1][3]. Financial Performance - In the first half of 2025, GCL-Poly Energy reported a revenue of 5.422 billion yuan, a year-on-year increase of 15.29%, and a net profit attributable to shareholders of 519 million yuan, up 26.42% year-on-year [2]. - A critical metric, "net profit excluding non-recurring gains and losses," reached 464 million yuan, reflecting a significant year-on-year growth of 67.91%, indicating strong profitability from core operations [2]. Business Structure - GCL-Poly Energy's operations are divided into two main segments: traditional combined heat and power generation and a new segment focused on renewable energy applications, including investment, construction, and operation of photovoltaic and energy storage plants [2]. New Business Growth - The company's growth is primarily driven by a new business segment called "energy services," which generated 1.079 billion yuan in revenue, a staggering year-on-year increase of 378.81%, and its share of total revenue rose from 4.79% to 19.9% [5]. - Despite rapid revenue growth, the gross margin for the energy services segment decreased by 17.49 percentage points to 31.23%, raising questions about sustainability [6]. Virtual Power Plant (VPP) - The core of the new energy services business is the "virtual power plant" (VPP), which aggregates decentralized energy resources to participate in the electricity market, allowing for more efficient energy management [7][8]. - As of June 30, 2025, GCL-Poly Energy's VPP had an adjustable load capacity of approximately 690 MW, with expansion into various regions including Jiangsu, Shanghai, Zhejiang, Sichuan, and Shenzhen [9]. Market and Policy Drivers - The rapid growth of the VPP business is attributed to the increasing installation of distributed photovoltaics, charging stations, and commercial energy storage, alongside supportive policies that recognize VPPs as independent market entities [10][11]. Competitive Advantage - GCL-Poly Energy's competitive edge lies in its dual-driven model of "energy assets" and "energy services," leveraging existing energy assets to identify and meet deeper customer needs for green electricity consumption and efficiency optimization [12][13]. Future Growth Potential - The sustainability of growth in the energy services sector depends on the ability to expand the resource pool managed by the VPP, with plans to enhance operational efficiency through artificial intelligence and explore asset tokenization (RWA) for scaling [15][16]. - The collaboration with Ant Group aims to utilize AI for load forecasting and trading strategies, enhancing decision-making accuracy in electricity trading [16]. - Asset tokenization seeks to improve liquidity and break down geographical barriers for renewable energy assets, although it faces regulatory uncertainties and operational challenges [17][19][21].

Core Insights - GCL-Poly Energy achieved a revenue of 5.422 billion yuan in the first half of 2025, representing a year-on-year growth of 15.29%, and a net profit of 519 million yuan, up 26.42% [2] - The company's net profit excluding non-recurring items reached 464 million yuan, with a significant year-on-year increase of 67.91%, indicating strong core business profitability [2] - The growth of GCL-Poly is primarily driven by a new business segment called "Energy Services," which generated 1.079 billion yuan in revenue, a staggering increase of 378.81% [4] Financial Performance - The overall revenue for GCL-Poly in the first half of 2025 was 5.422 billion yuan, with a net profit of 519 million yuan [2] - The "Energy Services" segment's revenue accounted for 19.9% of total revenue, up from 4.79% in the same period last year [4] - The gross margin for the "Energy Services" segment was 31.23%, down 17.49 percentage points year-on-year, indicating a shift in business structure [6][7] Business Model and Strategy - The "Energy Services" segment focuses on a new business model involving "Virtual Power Plants" (VPP), which aggregates decentralized energy resources for market participation [9][10] - GCL-Poly's VPP business had an adjustable load capacity of approximately 690 MW as of June 30, 2025, with expansion into multiple regions [14][15] - The company aims to enhance operational efficiency and profitability through artificial intelligence and explore asset tokenization (RWA) for scaling its business [20][21] Market Context - The growth of GCL-Poly's "Energy Services" is set against a backdrop of increasing competition and a need for differentiation within the renewable energy sector [3] - The company's strategy aligns with national policies that recognize VPPs as independent market entities, allowing them to participate in various electricity transactions [17] - GCL-Poly's dual approach of leveraging existing energy assets while expanding into service-oriented models positions it favorably in the evolving energy landscape [18][19]

证券代码：002015 证券简称：协鑫能科 间。通过这一创新型资本路径，公司不仅能迅速盘活自有能源资产，大 大缩短资产周转时间，提高资金使用效率；同时，针对全国存量优质新 能源资产，公司可以借助资产上链及能源 AI 赋能，快速提升能源资产 管理聚合规模，为能源服务生态延展奠定海量客户基座，打造能源服务 为公司的第二增长曲线。 协鑫能源科技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 | | --- | --- | | 投资者关 | □媒体采访 √业绩说明会 | | 系活动类 | □新闻发布会 □路演活动 | | 别 | □现场参观 | | | （请文字说明其他活动内容） □其他 | | 参与单位 | 通过全景网"投资者关系互动平台"（https://ir.p5w.net）在线参与本次 | | 名称及人 | 2025 年半年度业绩说明会的投资者 | | 员姓名 | | | 时间 | 2025 年 9 月 2 日 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司 | 公司董事长朱钰峰，副董事长兼总裁费智，董事 ...

Group 1: Overall Performance of ChiNext Companies - The ChiNext companies achieved a total revenue of 2.05 trillion yuan, with an average revenue of 1.48 billion yuan, representing a year-on-year growth of 9.03% [1] - The total net profit reached 150.54 billion yuan, with an average net profit of 109 million yuan, showing a year-on-year increase of 11.18% [1] - The operating cash flow significantly improved, with an average net inflow of 113 million yuan, a substantial increase of 54.44% year-on-year [1] Group 2: Profitability and Growth Rates - Over 70% of the ChiNext companies reported profits, with 1,028 companies achieving profitability, accounting for 74.28% [2] - More than half of the companies saw a year-on-year increase in net profit, with 728 companies (52.6%) reporting growth, an increase of 4.86 percentage points from the previous year [2] - In the green and low-carbon sector, over 190 companies generated a total revenue of 507.35 billion yuan, a year-on-year growth of 10.85%, and a net profit of 496.99 billion yuan, up 25.55% [2] Group 3: Sector-Specific Performance - The new energy vehicle industry saw a revenue increase of 11.45% and a net profit growth of 23.38%, with leading companies like CATL maintaining strong profitability [3] - The digital economy sector, comprising over 300 companies, achieved a total revenue of 370.95 billion yuan, a year-on-year increase of 8.66%, and a net profit of 29.22 billion yuan, up 40.03% [3] - The advanced manufacturing sector reported a revenue of 461.13 billion yuan, growing by 9.79%, with significant improvements in the second quarter [4] Group 4: Investment and R&D Trends - The top 100 companies in the ChiNext achieved a total revenue of 937.23 billion yuan, a year-on-year increase of 14.59%, and a net profit of 102.45 billion yuan, up 21.56% [5] - The overseas revenue of ChiNext companies grew significantly, with a year-on-year increase of 21.26%, particularly in the electronics and communication sectors [5][6] - R&D expenditures totaled 94.99 billion yuan, reflecting a year-on-year growth of 5.35%, with 188 companies spending over 100 million yuan on R&D [6][7]

Core Viewpoint - The company has shown resilience in its financial performance despite challenges in certain sectors, with a focus on innovation and strategic expansion in the data center and energy management industries [2][3][4]. Financial Performance - In the first half of 2025, the company's revenue reached 3.733 billion yuan, a slight increase of 0.06% year-on-year [2] - The net profit attributable to shareholders was 244 million yuan, reflecting a growth of 7.94% [2] - The data center sector generated 1.398 billion yuan in revenue, up 16.77% year-on-year, while the gross margin was 29.35%, down 1.40% [2][3] - The smart energy sector saw revenue decline by 22.56% to 439 million yuan, but the gross margin increased by 1.93% to 36.39% [2][4] - The renewable energy sector's revenue decreased by 4.22% to 1.852 billion yuan, with a gross margin of 17.51%, up 0.63% [2][4] Business Segments - The intelligent computing center business generated approximately 1.398 billion yuan in revenue, driven by technological innovation and partnerships with leading AI chip manufacturers [3] - The smart energy business is leveraging AI for energy management and has secured contracts in major transportation and industrial projects [4] - The renewable energy sector is focusing on innovative products like the 2000V 450kW string inverter and 460kW liquid-cooled PCS [4] Liquid Cooling Business - The company is a pioneer in the liquid cooling sector, offering a full lifecycle service for liquid-cooled data centers and exporting products internationally [5] - Collaborations with partners like Nuxi Co. aim to meet high-performance computing demands [5] International Expansion - The company is actively pursuing international opportunities, particularly in the overseas computing power market, by focusing on product certification and customer testing [6]

1、9.3上午阅兵仪式，北京天安门广场将举行纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大 会，包括检阅部队。关注阅兵仪式中主战装备和新一代武器装备亮相，对"十五五"规划中军工领域发展 规划起重要指引。 2、9月美联储议息会议和特朗普对美联储独立性的干预。在全球央行年会释放鸽派表态后，市场积极定 价美联储年内3次降息预期，在国内低利率、美国降息预期较为确定的环境下，叠加政策积极托底与居 民存款搬家，权益市场入市资金有望持续增长。 3、美国最高院对特朗普关税合法性的裁定进展。当地时间8月29日，美国上诉法院裁定美国总统特朗普 实施的大部分全球关税政策非法。法院表示，《国际紧急经济权力法》并未明确赋予美国总统加征关税 的权力，特朗普援引该法加征关税超越了其职权范围。该裁决10月14日之前不会生效，以便特朗普政府 向美国最高法院提出上诉。虽然A股市场对海外风险已阶段性脱敏，但关税合法性仍有可能进一步催化 A股市场情绪。 4、美国8月非农就业数据。7月非农就业数据不仅在市场上产生了相当大的波动，而且引发了很多争 议。因此，8月份报告将在两个方面具有重要意义：它是否会指向劳动力市场状况的进一步恶化，以及 在特朗普 ...

每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 （记者 张明双） 2025年1至6月份，科士达的营业收入构成为：数据中心行业占比61.44%，新能源行业占比37.6%，其他 业务占比0.96%。 截至发稿，科士达市值为193亿元。 每经AI快讯，科士达（SZ 002518，收盘价：33.15元）发布公告称，2025年9月1日-2日，科士达接受国 联民生等投资者调研，公司副总经理、董事会秘书范涛等人参与接待，并回答了投资者提出的问题。 ...

三、公司智慧电能与新能源业务的发展情况如何？ 证券代码：002335 证券简称：科华数据 科华数据股份有限公司投资者关系活动记录表 编号：2025-02 | | 特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | 动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | 其他（电话交流） | | | | 天风证券股份有限公司、易方达基金管理有限公司、汇添富基 金管理股份有限公司、平安基金管理有限公司、海富通基金管 | | | | 理有限公司、鹏华基金管理有限公司、万家基金管理有限公司、 | | | | 兴业基金管理有限公司、华安基金管理有限公司、光大保德信 | | | | 基金管理有限公司、汇泉基金管理有限公司、东兴基金管理有 | | | | 限公司、泉果基金管理有限公司、海南恒立私募基金管理有限 | | | | 公司、上海保银私募基金管理有限公司、上海博昱私募基金管 | | | | 理有限公司、上海笃诚私募基金管理有限公司、上海盛宇股权 | | | 参与单位名称 | 投资基金管理有限公司、闻天私募 ...

格隆汇9月2日｜太平洋证券研报指出，长盈精密2025H1实现归母净利润3.06亿元，同比减少29.37%， 业绩符合预期，消费电子、新能源领域稳健增长，人形机器人产能建设加快。在人形机器人领域，得益 于公司提前布局，2025年上半年海外人形机器人零件实现收入超过3,500万元，而2024年全年仅为1,011 万元。除此外，报告期内公司还取得了多个国产人形机器人品牌的量产订单。在全球能源转型与绿色发 展的大背景下，新能源行业将持续保持高速增长与创新变革的趋势。在具身智能人形机器人领域，受生 成式人工智能和大语言模型的催化，已经进入商业化应用阶段，有望成为继计算机、智能手机、新能源 汽车之后的颠覆性产品，将深刻变革人类生产生活方式。维持公司"买入"评级。 ...