·外交部发言人毛宁11月18日表示，中日关系出现目前局面，根源在于日本首相高市早苗公然发表涉台 错误言论，粗暴干涉中国内政。日方必须立即收回错误言论，深刻反省，改弦更张，给中国人民一个明 确的交代。 【重点关注】 ·国家发展改革委：渝黔等5项电力互济工程获核准总投资达244亿元 ·北京：加大对汽车特别是新能源汽车消费的金融支持力度 ·外交部：日方必须立即收回错误言论，给中国人民一个明确的交代 ·日本新米交易价格再创新高每60公斤糙米比9月上涨163日元 【国内要闻】 ·记者11月18日从国家邮政局获悉，前10个月，我国邮政行业寄递业务量累计完成1772.5亿件，同比增长 14%。其中，快递业务量累计完成1626.8亿件，同比增长16.1%。 ·中国工商银行土耳其人民币清算行11月17日在伊斯坦布尔举行开业仪式，标志着土耳其人民币清算行 业务正式启动。此举将助力双边经贸与金融协作升级，促进两国贸易投资便利化。 ·外交部亚洲司司长刘劲松18日上午在北京同日本外务省亚洲大洋洲局局长金井正彰举行磋商。外交部 发言人毛宁在当日例行记者会上介绍有关情况。毛宁表示，在磋商中，中方就日本首相高市早苗涉华错 误言论再次向日方提 ...

Investment Rating - The investment rating for the company is "Outperform the Market" (maintained) [1][3][16] Core Views - The major asset restructuring is beneficial for the company as it helps resolve industry competition issues, increases capacity, and enhances performance. The restructuring is expected to increase revenue by approximately 38%, net profit attributable to shareholders by about 27%, and total assets by around 46% by the first half of 2025 [3][4][16] - The target company's assets are of high quality, with a transaction price of approximately 11.15 billion yuan. The expected price-to-earnings ratio (PE) for the acquisition is between 5.5 and 6, while the company's current PE is around 11. The company maintains its profit forecast, expecting net profits attributable to shareholders to be 5.6 billion, 5.8 billion, and 6 billion yuan for 2025, 2026, and 2027 respectively [3][16] Summary by Sections Transaction Details - The company plans to acquire 100% equity of Baiyinhu Coal Power through issuing shares and cash, with a total transaction price of 1,114.19 million yuan, consisting of 156.09 million yuan in cash and 958.83 million yuan in shares. The share issuance price is set at 15.57 yuan per share, resulting in the issuance of 649,174,342 shares, accounting for 22.46% of the total share capital post-transaction [2][3] Financial Impact - The completion of the transaction is expected to lead to a slight decrease in immediate earnings per share, but it is projected that the acquisition will not dilute the company's earnings per share for the first nine months of 2025. Long-term, the acquisition is expected to enhance the company's earnings per share as the target company's performance improves [5][16] - Key financial indicators post-transaction include total assets increasing from approximately 54.98 billion yuan to 80.08 billion yuan (46% increase), total liabilities rising from about 14.99 billion yuan to 33.32 billion yuan (122% increase), and net profit attributable to shareholders increasing from approximately 2.79 billion yuan to 3.55 billion yuan (27% increase) [7][16] Business Overview - Baiyinhu Coal Power's main businesses include coal, electrolytic aluminum, and electricity production. The company has an annual coal production capacity of 15 million tons and an electrolytic aluminum capacity of 405,300 tons. The coal products are primarily sold to coal-fired enterprises in Inner Mongolia, Jilin, and Liaoning [4][8] - The electrolytic aluminum business contributes significantly to revenue, accounting for 67% of the total revenue in the first half of 2025, with a gross profit margin of 56.5% [8][9] Performance Commitments - The performance commitments for the Baiyinhu Coal Power's mining rights include expected net profits of 554.31 million yuan for 2026, 2027, and 2028, and 575.17 million yuan for 2029. The commitments ensure that the company will achieve a cumulative net profit of no less than 1.66 billion yuan over the specified years [14][15][16]

这场中秋文化交流活动，传递出"月圆人团圆"的中华情谊，也是中国企业在海外持续推进多元文化融合、履行社会责任的生动缩影。 印尼苏门答腊岛盛产煤矿，当地发展却长期受制于电力供应不足。2012年，中国华电海外投资有限公司与印尼国营的布基特阿萨姆煤矿公司合资 成立玻雅公司，并开始筹备坑口电厂项目。2023年10月，该项目正式并网发电。 这是2023年10月5日在印度尼西亚南苏门答腊省麻拉埃宁县拍摄的华电（印尼）玻雅发电公司鸟瞰图。新华社发 2025年10月3日，在位于印度尼西亚南苏门答腊省麻拉埃宁县的华电（印尼）玻雅发电公司集控室，中印尼员工正在认真工作。新华社记者 叶平凡 摄 蓝天白云下，被热带丛林环绕的玻雅公司厂区规划有序、干净整洁。因为采用了先进的发电与环保技术，高耸的烟囱不见烟尘冒出。 玻雅公司运营总经理王新元说："我们的发电机组不仅是苏门答腊岛装机容量最大、最环保的电站，也是印尼最大坑口电站和印尼国家战略项 目。" 新华社雅加达10月10日电 通讯｜保电能 促民生 传情谊——中企助力印尼乡村和谐发展 新华社记者叶平凡 身着印度尼西亚传统服饰、手执折扇与竹伞的舞者在《广寒宫》的悠扬乐声中翩翩起舞。日前，印尼南 ...

深秋时节，重庆万虎机电车间内，工人们正加紧生产一批来自秘鲁、坦桑尼亚的摩托车订单，稳定可靠 的电力保障成为企业高效运转的坚实支撑。 作为西部陆海新通道的重要起点，重庆正加速打造内陆开放高地、建设内陆开放综合枢纽，国网重庆市 电力公司紧扣枢纽建设和产业发展需求，从电网筑基、服务提效、绿色赋能三方面协同发力，为重庆打 造内陆开放高地注入强劲动能。 织密枢纽"动力网" 筑牢通道重庆区域的能源根基 "一园一专员"的"驻点+专员"机制，实现需求前置响应。在重庆国际物流产业园区、重庆物流港等重点 区域，供电公司全程跟踪项目，主动上门对接用电需求，通过"一站式服务"，确保"电等企业、开门接 电"，让通道企业办电更省心、用电更省钱。 线上"网上国网"APP与线下窗口的有效联动，将便捷与关怀融入到每一次服务中。重庆枢纽港产业园 内，重庆市力拓气体有限公司负责人付昌春感慨道："在手机APP上提交的用电申请，一趟都没有跑， 正式送电时间比我们的计划提前了20天。" 针对特色场景，精准施策破解用能难题。在果园港，国网重庆市北供电公司向一家钢材运输企业提出错 峰用电建议，改造后首月电费降7%。"高效可靠供电让港区发展更有底气。这些年， ...

每经AI快讯，晋控电力（SZ 000767，收盘价：3.02元）11月18日晚间发布公告称，截至本公告日，公 司实际担保余额合计为人民币136.42亿元，占公司最近一期经审计净资产的126.84%，其中对合并报表 外单位提供的担保余额合计为人民币30.44亿元，占公司最近一期经审计净资产的28.3%，无逾期担保、 涉及诉讼的担保、因担保被判决败诉而应承担的损失等事项。 2025年1至6月份，晋控电力的营业收入构成为：电力行业占比86.31%，燃料占比40.03%，热力占比 7.73%，其他占比5.52%，检修服务占比1.6%。 截至发稿，晋控电力市值为93亿元。 每经头条（nbdtoutiao）——段睿：我与蔡磊是 "找钥匙的人"，纵使生前寻不到，也要为其他渐冻症患 者铺就近路 （记者 曾健辉） ...

每经AI快讯，穗恒运A11月18日晚间发布公告称，根据广州恒运企业集团股份有限公司（以下简称"公 司"）控股股东单位广州高新区现代能源集团有限公司来函：杨珂女士因工作调整，不再担任公司董事 及董事会审计委员会委员等一切职务。离任后，杨珂女士将不再担任公司及控股子公司任何职务，其原 定任职期至2027年5月30日第十届董事会任期届满。公司于2025年11月18日召开2025年第二次临时股东 会，审议通过了《关于变更公司部分董事的议案》，同意选举丁翀先生为公司第十届董事会非独立董 事。 （记者 曾健辉） 每经头条（nbdtoutiao）——段睿：我与蔡磊是 "找钥匙的人"，纵使生前寻不到，也要为其他渐冻症患 者铺就近路 2025年1至6月份，穗恒运Ａ的营业收入构成为：电和热业务占比96.82%，其他行业占比2.66%，储能业 务占比0.53%。 截至发稿，穗恒运Ａ市值为72亿元。 ...

Energy Production in October 2025 - In October, the production of raw coal remained high, with an output of 410 million tons, a year-on-year decrease of 2.3%. The average daily output was 13.12 million tons [7] - Crude oil production increased to 18 million tons, a year-on-year growth of 1.3%, with a daily average of 581,000 tons [7] - Natural gas production was 22.1 billion cubic meters, showing a year-on-year increase of 5.9%, with a daily average of 710 million cubic meters [7] - Electricity production saw a significant increase, reaching 800.2 billion kilowatt-hours, a year-on-year growth of 7.9% [7][8] Social Consumer Goods Retail - The total retail sales of consumer goods in October reached 462.91 billion yuan, growing by 2.9% year-on-year. Excluding automobiles, the retail sales amounted to 420.36 billion yuan, with a growth of 4.0% [10] - Online retail sales from January to October totaled 1.279 trillion yuan, a year-on-year increase of 9.6%, with physical goods online retail sales at 1.03984 trillion yuan, growing by 6.3% [11] Fixed Asset Investment - From January to October, fixed asset investment (excluding rural households) was 4.08914 trillion yuan, a year-on-year decrease of 1.7%. In October alone, the investment dropped by 1.62% [13] - Investment in the primary industry was 80.75 billion yuan, increasing by 2.9%, while the secondary industry saw an investment of 1.48411 trillion yuan, growing by 4.8% [14] - The tertiary industry experienced a decline in investment by 5.3%, with infrastructure investment (excluding power, heat, gas, and water production and supply) decreasing by 0.1% [15] Industrial Value Added - The industrial value added for October showed a year-on-year growth of 4.9%, with a month-on-month increase of 0.17% [18] - The mining industry increased by 4.5%, manufacturing by 4.9%, and electricity, heat, gas, and water production and supply by 5.4% [19] - Among 41 major industries, 29 reported a year-on-year increase in value added, with notable growth in coal mining (6.5%) and automotive manufacturing (16.8%) [20][21]

公告提及，由北京中企华资产评估有限责任公司以2025年6月30日为基准日出具的《中企华评报字 〔2025〕第5239号评估报告》所确认的同赢热电公司净资产评估值为5.21亿元，同赢热电51%股权价值 为2.66亿元。 晋控电力（000767）(000767.SZ)公告，公司拟向晋能控股晋北能源(山西)有限公司(简称"晋北能源公 司")转让下属全资子公司晋控电力山西同赢热电有限责任公司(简称"同赢热电")51%股权。本次交易拟 采用非公开协议转让方式。同赢热电主要从事电热生产销售。截至目前，同赢热电处于火电项目筹建 期，暂无产品生产及销售。 ...

公告提及，由北京中企华资产评估有限责任公司以2025年6月30日为基准日出具的《中企华评报字 〔2025〕第5239号评估报告》所确认的同赢热电公司净资产评估值为5.21亿元，同赢热电51%股权价值 为2.66亿元。 智通财经APP讯，晋控电力(000767.SZ)公告，公司拟向晋能控股晋北能源(山西)有限公司(简称"晋北能 源公司")转让下属全资子公司晋控电力山西同赢热电有限责任公司(简称"同赢热电")51%股权。本次交 易拟采用非公开协议转让方式。同赢热电主要从事电热生产销售。截至目前，同赢热电处于火电项目筹 建期，暂无产品生产及销售。 ...

Core Viewpoint - The approval of the Xiangqian, Xiangyue, and Yuchuan flexible interconnection projects will significantly enhance the power transmission capacity between Southern Power Grid and State Grid, with a total investment exceeding 15.6 billion yuan and a maximum transmission capacity of 9 million kilowatts [1][2]. Group 1: Project Details - The three projects are set to start construction by the end of this year and are expected to be completed before the summer peak in 2027 [1]. - The new projects will increase the number of transmission channels between Southern Power Grid and State Grid from 2 to 5, thereby significantly enhancing cross-regional power exchange capabilities [2]. Group 2: Implementation and Coordination - Southern Power Grid has established a multi-disciplinary collaborative mechanism to enhance internal coordination and has formed a joint working group with State Grid to facilitate project planning and execution [3]. - The projects will include the construction of three flexible DC back-to-back converter stations, each with a capacity of 3 million kilowatts, located in Tongren, Guizhou; Chenzhou, Hunan; and Chongqing [4]. Group 3: Benefits and Strategic Importance - The projects will improve power supply security and renewable energy absorption capabilities, particularly benefiting regions with complementary power load characteristics, such as Hunan and Guizhou [10]. - The successful implementation of these projects will provide a solid physical foundation for regular power trading across grid operating areas, enhancing emergency support capabilities during extreme weather events [7][10].