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赣能股份(000899.SZ):所属新能源发电项目并网发电
Ge Long Hui A P P· 2025-10-14 09:41
格隆汇10月14日丨赣能股份(000899.SZ)公布,截至2025年9月30日,江西赣能股份有限公司所属修水大 湖山风电场项目、赣能上栗中学分布式光伏发电项目、赣能江钨华京屋顶分布式光伏发电项目及赣能江 钨世泰科分布式光伏发电项目已成功并网发电。公司所属赣能江西上饶左畲一期150MW光伏发电项目 (第二阶段46MW)实现33.36MW部分并网发电,其余容量将陆续并网。 ...
国家能源局:8月全国新增建档立卡新能源发电项目共8658个
人民财讯10月14日电,国家能源局公告,2025年8月,全国新增建档立卡新能源发电(不含户用光伏)项 目共8658个,其中风电项目23个,光伏发电项目8624个(集中式光伏发电项目50个,工商业分布式光伏 发电项目8574个),生物质发电项目11个。 ...
国家能源局公告
中国能源报· 2025-10-14 03:08
Core Viewpoint - The National Energy Administration has announced the status of newly registered renewable energy generation projects in China as of August 2025, highlighting a total of 8,658 projects, predominantly in solar and wind energy [1][2]. Summary by Category Total Projects - A total of 8,658 newly registered renewable energy generation projects were reported, excluding household photovoltaic systems [1][2]. Project Breakdown - Among the total projects, there are 23 wind power projects, 8,624 solar power projects (including 50 centralized solar power projects and 8,574 commercial distributed solar power projects), and 11 biomass power projects [1][2]. Regional Distribution - The distribution of projects across various regions includes: - Beijing: 0 projects - Tianjin: 13 commercial distributed solar projects - Hebei: 327 projects (including 6 wind and 321 commercial distributed solar) - Shanxi: 5,346 projects (including 3 wind and 2,333 commercial distributed solar) - Shandong: 296 projects (including 1 wind and 291 commercial distributed solar) - Inner Mongolia: 14 projects (including 1 wind) - Other regions also show varying numbers of projects, with some regions like Guangdong having 302 commercial distributed solar projects [3][4]. Additional Information - Detailed lists of wind, centralized solar, and biomass projects are available in the attachments, and commercial distributed solar project lists can be accessed through the Renewable Energy Generation Project Information Management Platform [2][3].
关于2025年8月全国新增建档立卡新能源发电(不含户用光伏)项目情况的公告
国家能源局· 2025-10-14 03:08
国 家 能 源 局 2 0 2 5 年 1 0 月 1 0 日 ▼ 点 击 阅 读 原 文,查 看 附 件 详 情 | 地区 | 风电 | 集中式光伏发电 | 工商业分布式 | 生物质发电 | 음计 | | --- | --- | --- | --- | --- | --- | | | | | 光伏发电 | | | | 美国 | 23 | 50 | 8574 | 11 | 8658 | | 北京 | 0 | 0 | 0 | 0 | 0 | | 天津 | 0 | 0 | 13 | 0 | 13 | | 河北 | 6 | 0 | 321 | 0 | 327 | | 山屋 | 3 | 7 | 5333 | 3 | 5346 | | 山东 | 1 | 4 | 291 | 0 | 296 | | 内蒙古 | 1 | 0 | 13 | 0 | 14 | | 辽宁 | 0 | 0 | 1 | 0 | 1 | | 吉林 | 4 | 1 | 5 | 0 | 10 | | 黑龙江 | 0 | 0 | 0 | 0 | 0 | | 上海 | 0 | 0 | 6 | 0 | 6 | | 江苏 | 1 | 5 | 577 | 3 | 5 ...
华能新能源、三一重能在遵义成立新能源公司
人民财讯10月14日电,企查查APP显示,近日,三一华能(遵义)新能源有限公司成立,注册资本1000万 元,经营范围包含发电技术服务;风力发电技术服务;太阳能发电技术服务等。企查查股权穿透显示, 该公司由华能新能源股份有限公司、三一重能(688349)共同持股。 ...
越秀资本(000987)9M25业绩预告点评:新能源高增、投资回暖助推三季度利润新高 股权重估增厚业绩
Xin Lang Cai Jing· 2025-10-14 02:29
Core Insights - Yuexiu Capital's performance forecast for the first three quarters of 2025 is better than expected, with a projected net profit attributable to shareholders of 2.92 to 3.09 billion yuan, representing a year-on-year increase of 70% to 80% [1] - The company's non-recurring net profit is expected to be between 1.41 to 1.58 billion yuan, reflecting a year-on-year growth of 18% to 32% [1] - The strong performance is driven by the steady development of the new energy business and high investment returns due to a prosperous capital market [1] Financial Performance - In Q3 2025, the company is expected to achieve a net profit attributable to shareholders of 1.36 to 1.54 billion yuan, marking a year-on-year increase of 94% to 118% [1] - The company has changed its accounting method for equity investments, which is expected to contribute a one-time gain of 2.02 and 0.30 billion yuan, adding approximately 1.18 billion yuan to Q3 2025 net profit [2] - However, the company anticipates asset impairment and credit impairment provisions of 1.4 to 1.6 billion yuan, which will reduce the net profit for the first nine months of 2025 by 720 to 820 million yuan [2] New Energy Business - The new energy business continues to grow, with total electricity generation of 7.81 billion kWh in the first half of 2025, resulting in electricity revenue of 2.42 billion yuan, a year-on-year increase of 123% [3] - Yuexiu New Energy, a subsidiary, achieved revenue of 2.20 billion yuan and a net profit of 520 million yuan in the first half of 2025, reflecting year-on-year increases of 122% and 134%, respectively [3] - The company plans to focus on solar, wind, and energy storage sectors to diversify its new energy product offerings and enhance operational efficiency [3] Investment Outlook - The company is expected to maintain a high growth trajectory for the full year, with projected net profits of 3.41 billion yuan, 3.67 billion yuan, and 4.01 billion yuan for 2025 to 2027, representing year-on-year growth of 49%, 8%, and 9% respectively [3] - Current closing prices correspond to dynamic price-to-book ratios of 1.23x, 1.15x, and 1.07x, and dynamic price-to-earnings ratios of 12.0x, 11.2x, and 10.2x for 2025 to 2027 [3]
多省发布“136号文”承接文件,绿色甲醇生产路线梳理 | 投研报告
国信证券近日发布公用环保202510第2期:本周沪深300指数下跌0.51%,公用事业指数 上涨3.45%,环保指数上涨1.49%,周相对收益率分别为3.97%和2.00%。申万31个一级行业 分类板块中,公用事业及环保涨幅处于第4和第10名。电力板块子板块中,火电上涨 7.83%;水电上涨2.30%,新能源发电上涨3.72%;水务板块上涨5.55%;燃气板块上涨 7.05%;检测服务板块上涨1.53%。 以下为研究报告摘要: 核心观点 市场回顾:本周沪深300指数下跌0.51%,公用事业指数上涨3.45%,环保指数上涨 1.49%,周相对收益率分别为3.97%和2.00%。申万31个一级行业分类板块中,公用事业及环 保涨幅处于第4和第10名。电力板块子板块中,火电上涨7.83%;水电上涨2.30%,新能源发 电上涨3.72%;水务板块上涨5.55%;燃气板块上涨7.05%;检测服务板块上涨1.53%。 重要事件:截至2025年10月12日,全国已有多个省份公布"136号文"承接文件并启动或 完成新能源增量项目机制电价竞价。本期梳理了全国10省级电网区域"136号文"承接文件内 容及部分区域新能源增量项目机制 ...
华电新能10月13日获融资买入4871.92万元,融资余额7.08亿元
Xin Lang Cai Jing· 2025-10-14 01:49
截至7月16日,华电新能股东户数251.05万,较上期增加16736673.33%;人均流通股997股,较上期增加 0.00%。2025年1月-6月,华电新能实现营业收入199.97亿元,同比增长15.90%;归母净利润62.40亿元, 同比增长0.54%。 责任编辑:小浪快报 10月13日,华电新能跌0.62%,成交额5.64亿元。两融数据显示,当日华电新能获融资买入额4871.92万 元,融资偿还6025.38万元,融资净买入-1153.45万元。截至10月13日,华电新能融资融券余额合计7.08 亿元。 融资方面,华电新能当日融资买入4871.92万元。当前融资余额7.08亿元,占流通市值的4.41%。 融券方面,华电新能10月13日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00 元;融券余量0.00股,融券余额0.00元。 资料显示,华电新能源集团股份有限公司位于北京市西城区宣武门内大街2号B座9层,成立日期2009年 8月18日,上市日期2025年7月16日,公司主营业务涉及风力发电、太阳能发电为主的新能源项目的开 发、投资和运营。主营业务收入构成为:电力销售98.99% ...
三峡能源:2025年第三季度发电量完成情况公告
Zheng Quan Ri Bao· 2025-10-13 13:17
(文章来源:证券日报) 证券日报网讯 10月13日晚间,三峡能源发布公告称,根据公司初步统计,截至2025年9月30日,公司 2025年第三季度总发电量174.40亿千瓦时,较上年同期增长5.78%。 ...
第三批IPO现场检查来袭!年内16家“中签者”无一撤退
Core Insights - The China Securities Association has announced the third batch of companies for on-site inspections in 2025, including China Electric Power Construction Group New Energy Co., Ltd. and Zhuhai Yueya Semiconductor Co., Ltd. [1][3] Company Summaries China Electric Power Construction Group New Energy Co., Ltd. (电建新能) - The company is the only platform under China Electric Power Construction (601669) engaged in domestic renewable energy investment, operation, and management, focusing on wind and solar power projects [4] - As of Q1 2025, the company has a total installed capacity of 21.2461 million kW, holding a market share of 1.43% in the national market, with wind power at 1.85% and solar power at 1.20% [4] - The company plans to raise approximately 9 billion yuan through its IPO, ranking second in fundraising among A-share IPO applicants, following China Resources New Energy's 24.5 billion yuan [4] - Revenue has shown steady growth from 8.382 billion yuan in 2022 to 9.81 billion yuan in Q1 2025, with net profit increasing from 1.768 billion yuan to 2.589 billion yuan in the same period [4] Zhuhai Yueya Semiconductor Co., Ltd. (越亚半导体) - This smaller private enterprise focuses on the R&D, production, and sales of advanced packaging materials and products, including IC packaging substrates and embedded packaging modules [6] - The company's revenue has fluctuated, with figures of 1.667 billion yuan in 2022, 1.705 billion yuan in 2023, and 1.796 billion yuan in 2024, while net profit decreased from 415 million yuan to 91.473 million yuan in the same period [6] - Despite having a higher gross margin than industry peers, the company's gross margin has declined from 38.97% in 2022 to 24.42% in the first half of 2025, attributed to falling product prices and rising raw material costs [6] Regulatory Environment - The regulatory environment has improved significantly, with no companies withdrawing their IPO applications after being selected for on-site inspections in 2025, contrasting with previous years where high withdrawal rates were common [3][9] - The China Securities Regulatory Commission has implemented revised regulations emphasizing accountability during the IPO process, which has led to a notable decrease in the "one check and withdraw" phenomenon [10][11] - The termination rates for on-site inspections have decreased from 71.74% in 2021 to 50% in 2024, indicating a more stable IPO environment [8]