（文章来源：证券日报） 证券日报网讯 12月19日，常山北明在互动平台回答投资者提问时表示，公司已建成分布式光伏发电项 目9个，应用在高校、交通、工业厂房等多个场景。 ...

Core Viewpoint - JinkoSolar's stock has shown significant volatility and growth, with a year-to-date increase of 39.28% and a recent surge of 15.43% over the past five trading days, indicating strong market interest and potential investment opportunities [1]. Financial Performance - For the period from January to September 2025, JinkoSolar reported a revenue of 3.122 billion yuan, a year-on-year decrease of 19.73%, while the net profit attributable to shareholders increased by 61.82% to 356 million yuan [2]. - The company has distributed a total of 319 million yuan in dividends since its A-share listing, with 161 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, JinkoSolar had 130,100 shareholders, an increase of 9.22% from the previous period, with an average of 27,448 circulating shares per shareholder, down by 8.44% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 39.258 million shares, an increase of 6.178 million shares from the previous period [3].

12月19日，新筑股份盘中上涨2.19%，截至09:51，报6.06元/股，成交1532.52万元，换手率0.33%，总市 值46.61亿元。 新筑股份所属申万行业为：公用事业-电力-光伏发电。所属概念板块包括：PPP概念、西部开发、绿色 电力、并购重组、钒电池等。 截至12月10日，新筑股份股东户数2.85万，较上期减少1.14%；人均流通股26960股，较上期增加 1.16%。2025年1月-9月，新筑股份实现营业收入10.57亿元，同比减少36.97%；归母净利润-4229.18万 元，同比增长83.39%。 分红方面，新筑股份A股上市后累计派现1.24亿元。近三年，累计派现0.00元。 责任编辑：小浪快报 资金流向方面，主力资金净流入1.47万元，大单买入196.55万元，占比12.83%，卖出195.08万元，占比 12.73%。 新筑股份今年以来股价涨17.44%，近5个交易日涨1.68%，近20日跌2.10%，近60日跌12.17%。 今年以来新筑股份已经3次登上龙虎榜，最近一次登上龙虎榜为6月12日，当日龙虎榜净买入1688.18万 元；买入总计4161.38万元 ，占总成交额比13.62%； ...

Core Viewpoint - In 2024, Fujian Province's marine industry is projected to exceed 1.25 trillion yuan, accounting for 11.9% of the national marine industry total, maintaining its position as the third-largest in the country for ten consecutive years, with ecological advantages becoming a key competitive edge [1] Group 1: Marine Industry Development - Fujian's marine industry production value is expected to surpass 1.25 trillion yuan in 2024, representing 11.9% of the national total [1] - The region is recognized for its ecological advantages, which are increasingly being monetized and valued [1] Group 2: Renewable Energy Initiatives - The first offshore photovoltaic power station in a high wind-speed marine area was connected to the grid in Fujian, preserving surrounding wetlands and planting mangroves to support marine biodiversity [5][9] - The project has significantly alleviated local power supply pressure, increasing the share of clean energy generation in Dongshan County by 14.1% [9] - The annual carbon emission reduction from this project is equivalent to that of a small traditional coal-fired power unit [11] Group 3: Financial Support for Green Initiatives - Fujian's green loan balance reached 1.3 trillion yuan by the end of Q3, growing by 15.7% since the beginning of the year, significantly outpacing the average growth of other loans [13] - The establishment of a biodiversity-friendly photovoltaic loan of 10 million yuan marks a significant financial step in supporting ecological projects [11] Group 4: Agricultural Carbon Credits - The establishment of an agricultural carbon credit trading platform has allowed local villagers to monetize their ecological resources, generating income from carbon credits [15][19] - The platform has facilitated the trading of 350,000 tons of agricultural carbon credits, contributing to local economic growth [17] Group 5: Ecological and Economic Integration - The integration of ecological protection and economic development in Fujian serves as a model for other regions, demonstrating how ecological assets can be transformed into economic benefits [21] - The province's forest coverage has remained the highest in the country for 46 consecutive years, with the forestry industry's total output value exceeding 800 billion yuan last year [21]

本次收购事宜源于公司控股子公司与标的公司的前期业务合作及后续应收账款回收问题。具体背景如 下：公司控股子公司深圳珈伟绿能建设有限公司("珈伟绿能")于2023年3月与蔚县陆枫签署《蔚县恒昌 平价上网100兆瓦光伏发电项目EPC合同》，该合同含税总价为6.16亿元。该项目已于2024年8月全部完 工并达到验收标准，截至本公告披露日，蔚县陆枫尚欠珈伟绿能工程款1.94亿元未支付。 珈伟新能（300317）(300317.SZ)公告，公司全资子公司珈伟(上海)光伏电力有限公司("上海珈伟")拟以1 元的价格收购张家口陆枫新能源科技有限公司("张家口陆枫")持有的蔚县陆枫新能源科技有限公司("蔚 县陆枫")100%股权。 ...

Core Viewpoint - The company plans to acquire 100% equity of Weixian Lufeng New Energy Co., Ltd. for 1 yuan from Zhangjiakou Lufeng New Energy Technology Co., Ltd. due to previous business cooperation and outstanding receivables issues [1] Group 1: Acquisition Details - The acquisition is initiated by the company's wholly-owned subsidiary, Shanghai Jiawei Photovoltaic Power Co., Ltd. [1] - The acquisition price is set at 1 yuan [1] - The acquisition is linked to a prior EPC contract worth 616 million yuan signed in March 2023 for a 100 MW photovoltaic power generation project [1] Group 2: Financial Context - The project under the EPC contract was completed and accepted by August 2024 [1] - As of the announcement date, Weixian Lufeng owes the company 194 million yuan in unpaid project funds [1]

人民网阿斯塔纳12月15日电 （记者李强）12月15日，哈萨克斯坦萨乌兰300兆瓦光伏发电项目开工仪式于图 尔克斯坦州举行，该项目由中国能建海投公司投建，目前是哈萨克斯坦单体最大装机容量光伏发电项目和首个储 能项目。中国驻哈萨克斯坦大使韩春霖、中国能源建设集团有限公司董事长倪真、萨姆鲁克—卡泽纳国家财富基 金主席扎库波夫、图尔克斯坦州州长库舍罗夫等以线上线下相结合方式出席并致辞。 韩春霖在致辞中向哈萨克斯坦人民致以独立日祝福，表示哈萨克斯坦作为共建"一带一路"首倡之地，与中方 在绿色发展领域的合作不断深化。该项目是中哈政府间实施可再生能源领域项目协议框架下启动实施的首个项 目，为后续项目高质量推进奠定坚实基础，为两国可再生能源合作注入新动力。 据悉，萨乌兰300兆瓦光储项目是目前哈萨克斯坦规划的首个"光伏+储能"项目，也是规划的单体最大装机容 量的光储项目。项目总投资额约3.07亿美元，建成后每年可提供约6.74亿千瓦时的清洁电力，等效节约天然气约 1.4亿立方米，实现二氧化碳减排约260万吨，为哈萨克斯坦的能源安全和低碳转型贡献了中国力量。 开工仪式现场。中国能建海投公司供图 中国驻哈萨克斯坦大使韩春霖致辞 ...

星华新材：与国腾公司签署战略合作协议 12月16日，星华新材(301077)发布公告称，公司与广东国腾量子科技有限公司（简称"国腾公司"）签署 《战略合作协议》，双方将在量子科技及相关应用领域建立长期、稳定的战略合作关系。公司将依托在 反光材料行业丰富的产业化经验，助力国腾公司的量子技术产业化落地，并联合开展量子功能材料、量 子安全应用探索，实现双方优势互补与价值共创。国腾公司是拥有量子通信网络全产业链自主知识产权 的前沿科技企业。 广州发展：子公司拟5.83亿元投建秀山二期项目 12月16日，广州发展(600098)发布公告称，公司下属全资子公司广州发展新能源集团股份有限公司拟投 资建设秀山龙凤坝光伏发电（二期）项目（简称"秀山二期项目"）。秀山二期项目位于重庆市秀山县， 距离秀山一期项目约14公里。项目规划装机容量为150MW/205MWp，并新建一座110kV升压站，采 用"农（林）光互补"模式建设。项目已取得项目备案证及电网接入批复。项目总投资5.83亿元，资本金 占总投资的20%，为1.17亿元。 思源电气：拟申请发行H股并在香港联交所主板上市 12月16日，思源电气(002028)发布公告称，公司 ...

在项目推进与监管中，东台市自然资源和规划局会同农业农村、生态环境等部门建立联合办公、同步审 查机制，大幅提升了审批效率。同时，积极运用地理信息技术、遥感监测和无人机航拍等现代化手段， 以"平面坐标+垂向分层"方式精准界定各层用海范围，并实施动态监管。在生态保护方面，运营期间通 过增殖放流文蛤、泥螺等物种，主动修复滩涂底栖生态，提升生物多样性。项目严格避让自然岸线，最 大限度减小对海洋生态环境的影响，充分体现了开发与保护并重的理念。 目前，该项目已产生显著的综合效益。自今年初并网发电以来，累计发电量已达1.9亿千瓦时。据测 算，全生命周期总发电量可达65.7亿千瓦时，相当于每年节约标准煤约7.9万吨，减排二氧化碳约21.8万 吨，为区域能源结构优化和"双碳"目标实现作出积极贡献。水面养殖部分已完成经营主体招引和相关设 施建设，预计2026年正式投产，届时将形成"板上发电、板下养殖"的循环经济模式，进一步带动当地渔 民增收和产业升级。 东台市自然资源和规划局通过此次创新实践，不仅探索出了一条海域资源立体化开发利用的新路径，更 形成了一套完整的管理制度和技术标准体系。下一步，东台市自然资源和规划局将继续深化海域管理 ...

Investment Rating - The report maintains an "Overweight" rating for the utility sector [1] Core Insights - The Central Economic Work Conference has elevated the status of dual carbon goals and the construction of an energy powerhouse, emphasizing the need for comprehensive green transformation and energy system upgrades [4] - Key industry data shows a stable increase in electricity consumption and generation, with a notable rise in renewable energy capacity [4][13][21] Industry Data Summary Electricity Consumption - Total electricity consumption from January to October 2025 reached 8.62 trillion kWh, a year-on-year increase of 5.1%, with growth rates for various sectors: primary industry +10.5%, secondary industry +3.7%, tertiary industry +8.4%, and urban-rural residential +6.9% [13][14] Power Generation - Cumulative power generation from January to October 2025 was 8.06 trillion kWh, reflecting a year-on-year increase of 2.3%. The breakdown includes: thermal power -0.4%, hydropower +1.6%, nuclear power +8.7%, wind power +7.6%, and solar power +23.2% [21][22] Electricity Prices - The average electricity purchase price in November 2025 was 401 RMB/MWh, down 2% year-on-year but up 2.8% month-on-month [36][41] Coal Prices - As of December 12, 2025, the price of thermal coal at Qinhuangdao port was 745 RMB/ton, a decrease of 6.17% year-on-year and 5.10% week-on-week [44][47] Hydropower Conditions - As of December 12, 2025, the water level at the Three Gorges Reservoir was 172.03 meters, with inflow and outflow rates showing a year-on-year decrease of 7.7% and 7.56%, respectively [52][58] Installed Capacity - New installed capacity from January to September 2025 included: thermal power +5,668 MW (up 69.5%), hydropower +716 MW (down 10.1%), nuclear power +153 MW, wind power +6,109 MW (up 56.2%), and solar power +24,027 MW (up 49.3%) [4][45] Investment Recommendations - Focus on green electricity, with recommendations for companies such as Longyuan Power, Zhongmin Energy, and Three Gorges Energy. Emphasis on the transformation of thermal power and the potential of hydropower and nuclear power for stable returns [4]