Group 1 - The company Jinko Technology (601778.SH) announced its exploration of new application models and scenarios combining renewable energy and IoT blockchain technologies [1] - The company's wholly-owned subsidiary, HongKong Crystal Energy Power Limited, signed a partnership agreement with PUHMERCHANTS LTD. and GaiaDTGuardians Investment Management Limited to invest in a fund [1] - The fund aims to raise up to $300 million, with HongKong Crystal Energy committing to invest $30 million as a limited partner [1] Group 2 - The fund will primarily focus on the renewable energy sector, leveraging blockchain technology to efficiently connect physical assets in renewable energy with global capital [2] - The company, as a long-standing clean energy supplier and service provider, aims to strategically explore the investment value of digitalized renewable energy assets while ensuring stable development of its main business [2] - This investment aligns with the company's light asset development strategy and seeks to explore investment opportunities in the global digitalization process of renewable energy [2]

Group 1 - The company, Jinko Technology (601778.SH), announced its exploration of new applications combining renewable energy and IoT blockchain technologies through its wholly-owned subsidiary, HongKong Crystal Energy Power Limited [1] - HongKong Crystal Energy Power Limited signed a partnership agreement with PUHMERCHANTS LTD. and GaiaDTGuardians Investment Management Limited to invest in a fund targeting a maximum fundraising scale of $300 million, with the company committing $30 million as a limited partner [1][2] - The fund will primarily focus on renewable energy, leveraging blockchain technology to efficiently connect physical assets in the renewable energy sector with global capital [2] Group 2 - The investment aligns with the company's strategy of exploring the digital investment value of renewable energy assets while ensuring stable development of its core business [2] - This investment is consistent with the company's light asset development strategy, aiming to explore investment opportunities in the global digitalization process of renewable energy [2]

Group 1 - The company, New天绿色能源, reported a total power generation of 784,800 MWh for the period ending August 2025, representing a year-on-year increase of 23.53% [1] - Cumulatively, the company achieved a total power generation of 9,878,700 MWh as of August 31, 2025, which is a year-on-year increase of 10.55% [1]

Core Insights - China General Nuclear Power Corporation (CGN) New Energy reported a total electricity generation of 1543.7 GWh for the period ending August 2025, representing a year-on-year decrease of 5.7% compared to 2024 [1] - The company's electricity generation for the first eight months of 2025 reached 12850.5 GWh, which is a 1.6% decrease year-on-year from 2024 [1] Generation Breakdown - In the electricity generation for August 2025, the breakdown shows an increase in Chinese wind power projects by 2.4%, solar projects by 43.2%, gas projects by 1.2%, and hydro projects by 0.3%, while Korean projects saw a significant decrease of 26.2% [1] - For the first eight months of 2025, the generation from Chinese wind power projects increased by 2.2%, solar projects by 23.4%, and gas projects by 3.5%. However, hydro projects decreased by 16.3% and Korean projects decreased by 12.9% [1]

智通财经APP讯，中广核新能源(01811)发布公告，2025年8月该集团按合并报表口径完成发电量1543.7 吉瓦时，较2024年同比减少5.7%。其中，中国风电项目增加2.4%，中国太阳能项目增加43.2%，中国燃 气项目增加1.2%，中国水电项目增加0.3%及韩国项目减少26.2%。 截至2025年8月31日止八个月，集团今年累计完成发电量12850.5吉瓦时，比2024年同比减少1.6%。其 中，中国风电项目增加2.2%，中国太阳能项目增加23.4%，中国燃气项目增加3.5%，中国水电项目减少 16.3%及韩国项目减少12.9%。 ...

Core Viewpoint - China General Nuclear Power Corporation (CGN) New Energy reported a decrease in power generation for the year ending August 2025, with a total of 1,543.7 GWh, reflecting a 5.7% year-on-year decline [1] Group 1: Power Generation Performance - For the year ending August 2025, CGN's total power generation was 1,543.7 GWh, down 5.7% compared to 2024 [1] - Cumulative power generation for the first eight months of 2025 reached 12,850.5 GWh, a 1.6% decrease year-on-year [1] - Breakdown of power generation changes includes: - Chinese wind power projects increased by 2.4% [1] - Chinese solar power projects increased by 43.2% [1] - Chinese gas projects increased by 1.2% [1] - Chinese hydropower projects increased by 0.3% [1] - Korean projects decreased by 26.2% [1] Group 2: Year-to-Date Performance - For the first eight months of 2025, the breakdown of power generation changes includes: - Chinese wind power projects increased by 2.2% [1] - Chinese solar power projects increased by 23.4% [1] - Chinese gas projects increased by 3.5% [1] - Chinese hydropower projects decreased by 16.3% [1] - Korean projects decreased by 12.9% [1]

新天绿色能源发布2025年8月主要经营数据。发电方面，8月完成发电量784,808.19兆瓦时，同比增 23.53%；1 - 8月累计9,878,670.05兆瓦时，同比增10.55%。其中风电业务8月发电748,154.51兆瓦时，太 阳能业务同比涨幅大，8月发电36,653.68兆瓦时，同比增136.44%。输/售气方面，8月完成33,564.66万立 方米，同比减18.75%；1 - 8月累计352,340.17万立方米，同比减15.76%。公告提示数据为初步统计，可 能有差异，不构成对未来经营预测。 ...

Core Insights - The recent auction results for renewable energy prices in Shandong province mark a significant breakthrough in the market-oriented reform of electricity pricing for renewable energy sources [1][3] - The auction results indicate that wind power was awarded a total of 5.967 billion kilowatt-hours at a bid price of 0.319 yuan per kilowatt-hour, while solar power received 1.248 billion kilowatt-hours at a bid price of 0.225 yuan per kilowatt-hour [1][5] - Shandong province has implemented the first provincial-level market-oriented pricing reform for renewable energy in the country, allowing all wind and solar power generation to enter the electricity market [1][5] Summary by Sections Auction Results - The total scale of the mechanism electricity volume for the auction was set at 9.467 billion kilowatt-hours, with a bidding process that attracted over 3,000 renewable energy projects [5] - A total of 1,200 projects were selected in this auction, which is expected to shift the revenue model for renewable energy projects from guaranteed purchases and state subsidies to market-based revenues and competitive bidding [5] Mechanism Pricing - The mechanism pricing system is designed to provide a "dynamic price insurance" for power generation companies, ensuring compensation when market prices fall below the mechanism price and requiring refunds of excess profits when market prices exceed it [3][5] - The mechanism price is determined through a competitive bidding process, which allows for effective competition in pricing while ensuring reasonable growth in renewable energy volume [3][5] Impact on Energy Structure - The reform is expected to guide the energy structure towards a more diversified approach, promoting the integration of wind, solar, and storage technologies [5] - The pricing reform will not affect electricity prices for residential and agricultural users, while commercial electricity prices may fluctuate within reasonable limits based on supply and demand and the development of renewable energy [5]

Core Viewpoint - Shanghai Zhongxin Huike New Energy Co., Ltd. has been established with a registered capital of approximately 2.2 billion yuan, focusing on wind power technology services and related sales [1] Company Summary - The legal representative of the newly established company is Cheng Xuefeng [1] - The company's business scope includes wind power technology services, sales of new energy prime mover equipment, sales of wind turbine units and components, and sales of generators and generator sets [1] - The company is jointly held by China CITIC Group Co., Ltd. and Baiyin Nonferrous Metals Co., Ltd. through indirect ownership [1]

人民财讯9月11日电，企查查APP显示，近日，中煤普洱新能源有限公司成立，注册资本8240万元，经 营范围包含：发电业务、输电业务、供(配)电业务。企查查股权穿透显示，该公司由中国中煤能源 （601898）集团有限公司间接全资持股。 ...