Core Points - Huaneng New Energy Co., Ltd. announced the passing of its legal representative and chairman, Zhao Jianyong, due to illness on August 30, 2025 [1] - The company's daily operations will be managed by the current board member and general manager, Shi Guanhai, ensuring no disruption to business activities [1] - Zhao Jianyong's death will not reduce the board's membership below the legal requirement, maintaining normal board operations [1] Company Background - Zhao Jianyong, aged 52, joined Huaneng New Energy in February 2021 and held various significant positions within the China Huaneng Group prior to his role [3][5] - Huaneng New Energy, established in 2002, focuses on the investment, construction, and operation of renewable energy projects, including wind and solar power [5] - The company has a total installed capacity exceeding 35 million kilowatts and total assets over 200 billion yuan, ranking first among China's top five power generation groups in terms of power generation hours and profitability [5]

股票代码：600438 股票简称：通威股份 公告编号：2025-073 债券代码：110085 债券简称：通 22 转债 通威股份有限公司 关于对外提供担保的进展公告 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 被担保人名称： 被担保人均为非上市公司关联人。被担保人如下：公司下属 3 家全资子公司：高唐通 威新能源有限公司、通威渔光科技（海安）有限公司、前江通威有限责任公司；公司 下属 1 家控股子公司：通威（海南）水产食品有限公司；公司 1 家合营公司：通威拜 欧玛（无锡）生物科技有限公司；公司部分客户。 本次期间，公司及下属子公司相互提供担保金额为 1.09 亿元；公司及子公司为合 营公司提供担保金额为 0.03 亿元；公司子公司通威农业融资担保有限公司（以提供担 保为主营业务的持有金融牌照的公司子公司，以下简称"农业担保公司"）为客户提供担 保的担保责任金额为 1.63 亿元。 截至 2025 年 8 月 31 日，公司及下属子公司相互提供担保实际余额为 433.25 亿 元；公司及子公司为合营公司 ...

Group 1 - The company Haide Control (SZ 002184) announced that it will accept a research visit from Penghua Fund on September 2, 2025, with participation from the company's Vice General Manager and Board Secretary Wu Qiunong [1] - For the first half of 2025, Haide Control's revenue composition was 67.8% from industrial automation and information technology, and 32.2% from new energy generation [1] - As of the report, Haide Control's market capitalization is 4.9 billion yuan [1]

人民财讯9月2日电，立新能源（001258）9月2日晚间公告，公司以全资子公司哈密新风能源发电有限公 司持有并运营的烟墩七A风电场项目作为底层资产，开展交易所类REITs项目的申报发行工作。 截至目前，中信建投（601066）—立新能源2025清洁能源基础设施绿色资产支持专项计划（碳中和）的 计划管理人中信建投已成功发行优先级与次级资产支持证券，并获得全额认购。资产支持专项计划于8 月29日正式发行，总规模12.26亿元，9月2日正式设立。 ...

Core Viewpoint - Xinjiang L新能源股份有限公司 has successfully completed the issuance of a carbon-neutral asset-backed special plan, with a total issuance amount not exceeding 1.226 billion yuan [2]. Group 1: Project Announcement - The company held its second board meeting on March 25, 2025, where it approved the proposal to issue a REITs project based on the Yandun 7A wind farm project operated by its wholly-owned subsidiary, Hami New Energy Power Generation Co., Ltd [1]. - The asset-backed special plan is named "CITIC Securities - L新能源 2025 Clean Energy Infrastructure Green Asset Support Special Plan (Carbon Neutral)" [2]. Group 2: Financial Details - The total issuance amount of the asset-backed special plan is capped at 1.226 billion yuan, with a validity period of 12 months from the date of the no-objection letter issued by the Shenzhen Stock Exchange [2]. - The plan manager, CITIC Securities Co., Ltd., has successfully issued both senior and subordinate asset-backed securities, achieving full subscription [2]. - The senior asset-backed securities have a scale of 980 million yuan, rated AAAsf, with an issuance interest rate of 2.45%, and are set to commence on September 2, 2025, with an expected maturity date of September 3, 2035 [3].

【导读】华能新能源法定代表人、董事长赵建勇逝世 能源圈传来不幸消息！ 9月1日，华能新能源股份有限公司（以下简称华能新能源）发布关于公司法定代表人兼董事长无法履职的公告。 公告显示，华能新能源法定代表人、董事长赵建勇先生因病医治无效，于2025年8月30日不幸逝世。根据华能集团及华能新能源相关规定，当前公司日常 经营工作由董事、总经理石冠海主持。 华能新能源表示，赵建勇的逝世不会导致公司董事会成员人数低于法定人数，不会影响公司董事会的正常运作。公司经营管理团队正常履职，各项经营业 务活动不会受到影响。 公开简历显示，赵建勇，52岁，于2021年2月加入华能新能源。赵建勇毕业于华北电力学院动力工程系电厂热能动力工程专业，获得工学学士学位，后获 北京大学光华管理学院工商管理硕士，正高级经济师。 赵建勇在中国华能集团系统内工作多年，曾任中国华能集团公司（华能国际电力股份有限公司）江西分公司副总经理、党组成员，中国华能集团公司（华 能国际电力股份有限公司）江西分公司副总经理、党委委员、工会主席，华能黑龙江发电有限公司总经理、党委副书记，中国华能集团有限公司黑龙江分 公司总经理、党委副书记，华能黑龙江发电有限公司总经理 ...

Group 1 - A new company, Huaxin Sunshine (Guizhou) New Energy Co., Ltd., was established on August 29 with a registered capital of 1 million RMB [1] - The legal representative of the company is Ding Chunxing, indicating a structured leadership [1] - The company's business scope includes solar power generation technology services, wind power generation technology services, and energy storage technology services [1] Group 2 - The shareholders of the company are Huaneng New Energy Co., Ltd. and Liaoning Sunshine Energy Electric Co., Ltd., suggesting a collaboration between established players in the energy sector [1]

Core Insights - As of August 25, Guangxi's installed capacity of wind and solar energy reached nearly 52 million kilowatts, with the proportion of grid-connected capacity exceeding 50%, highlighting the increasing impact of renewable energy on the safety and stability of the power system [1] Group 1 - The Southern Power Grid Guangxi Electric Power Research Institute, in collaboration with the Nanjing Branch of the China Electric Power Research Institute, has developed a "Remote Testing and Online Monitoring System for the Network Performance of Renewable Energy Stations" to address industry challenges such as low testing efficiency and inaccurate performance evaluation [1] - The system features an intelligent design based on "one machine with multiple energies," integrating grid fault simulation, data collection, real-time computation, and intelligent analysis, achieving efficient, precise, and real-time evaluation of renewable energy network performance [1] - The system has two main advantages: it allows remote testing to free up testing personnel's time and space, enabling one-click testing and evaluation of core functions like frequency modulation and automatic voltage control for wind and solar energy stations [1][2] Group 2 - The system has been successfully deployed and is currently in trial operation at the Sixjing Photovoltaic Power Station of the State Energy Group, with all functions performing well [2]

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a positive outlook for its stock performance relative to market benchmarks [4]. Core Insights - The company experienced a revenue decline of 15.38% year-on-year in the first half of 2025, totaling 2.248 billion yuan, primarily due to the exclusion of Zhuhai Coca-Cola from consolidation and a reduction in logistics trade business [1]. - The port and logistics segment focused on enhancing core business efficiency, resulting in improved profit margins despite a decrease in revenue. The port segment's revenue was 377 million yuan, down 3.95%, with a gross margin of 46.52%. The logistics segment saw a revenue drop of 42.51% to 227 million yuan, but its gross margin increased by 10.04 percentage points to 21.22% [1]. - The company is actively expanding its external market presence, particularly in the Yangtze-Xijiang port logistics cluster, achieving a total cargo throughput of 26.97 million tons in the first half of the year, a year-on-year increase of 5.33% [2]. - The renewable energy business showed steady growth, with the power segment's eight wind farms generating 428 million kWh, a 25.48% increase year-on-year. However, operational profit from the wind segment decreased by 16.05% to 39.51 million yuan due to lower comprehensive electricity prices [3]. - The company's total revenue from renewable energy reached 1.25 billion yuan, a 4.82% increase year-on-year, with a slight decline in gross margin to 27.25% [3]. Financial Performance Summary - The company forecasts net profits of 318 million yuan, 352 million yuan, and 396 million yuan for 2025, 2026, and 2027 respectively, with earnings per share (EPS) projected at 0.28 yuan, 0.32 yuan, and 0.37 yuan [4]. - The company is enhancing its port and logistics supply chain system, which is expected to improve competitiveness and risk resilience. The renewable energy segment is anticipated to continue contributing positively to profits [4]. - The financial projections indicate a revenue growth rate of 3.30% in 2025, followed by 4.77% in 2026 and 7.12% in 2027 [9].

本周（9 月 1 日至 7 日）全球市场迎来三大关键事件美国 8 月非农就业报告、中国抗战胜利日阅兵及上 海合作组织天津峰会。这些事件可能显著影响金融市场走势，尤其是黄金、外汇及股指的短期波动格 局。UNFX 为您解析核心动态： 一、美国非农数据：美联储降息预期的终极考验 时间：9 月 5 日（周五） 市场影响：本次非农数据被视为美联储 9 月议息会议前最关键的参考指标，其数据表现将直接左右市场 对美联储后续货币政策的预期。 预期值：经济学家预测 8 月非农就业人数仅增加 7.5 万，若该预期成真，这将是 2020 年以来最疲弱的 非农就业数据；同时，失业率可能从 4.2% 小幅上升。 潜在情景： 若数据弱于预期：可能进一步强化市场对美联储 9 月降息的预期（目前掉期市场定价降息概率已达 90%）。从资产影响来看，这一情景将利好黄金、美债等避险与低风险资产，但可能对美元汇率及股票 等风险资产形成压制。 若数据显著强于预期：则可能动摇当前市场普遍认可的降息逻辑，进而推动美元指数反弹，同时对近期 持续上涨的美股走势构成挑战。 后续关联事件：除本次非农数据外，后续还有多个关键事件值得关注，包括 9 月 9 日非农历 ...