汽车 275.2万辆 ▲ 10.5% 新能源汽车133.3万辆，增长22.7% 发电量 9363亿千瓦时 ▲ 1.6% 原油加工量 ▲ 7.6% 6346万吨 (以上数据均为2025年8月数据) ·数据来源：国家统计局 ·发布日期：2025年9月15日 山国144 www.ce.cr 文案/设计:刘岚 | 有31个行业增加 | | | --- | --- | | 值保持同比增长 | | | 煤炭开采和洗选业 | 5.1% | | 石油和天然气开采业 | ▲ 4.7% | | 农副食品加工业增长 | 4.7% | | 酒、 饮料和精制茶制造业 | 7 2.4% | | 纺织业 | ▲ 1.5% | | 化学原料和化学制品制造业 | ▲ 7.6% | | 非金属矿物制品业 | 0.5% | | 黑色金属冶炼和压延加工业 | ▲ 7.3% | | 有色金属冶炼和压延加工业 | 9.1% | | 通用设备制造业 | ▲ 7.3% | | 专用设备制造业 | 4.0% | | 铁路、船舶、航空航天和其他运输设备 制造业 | 12.0% | | 电气机械和器材制造业 | 9.8% | | 计算机、通信和其他电子设备制造业 ...

数据来源：国家统计局，智研咨询整理 上市公司：深圳能源（000027），深南电A（000037），东旭蓝天（000040），太阳能（000591），建 投能源（000600），韶能股份（000601），宝新能源（000690），吉电股份（000875），湖北能源 （000883），赣能股份（000899），长源电力（000966），闽东电力（000993） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国电力行业投资潜力研究及发展趋势预测报告》 根据国家统计局数据可知：2025年4月全国电力、热力生产和供应业出口货值为12.4亿元，同比增长 48.1%；2025年1-4月全国电力、热力生产和供应业累计出口货值为45.5亿元，累计同比增长15.5%。 2019年-2025年1-4月全国电力、热力生产和供应业出口货值统计图 ...

Group 1 - The core viewpoint of the article highlights the growth in the number of enterprises in the electricity and heat production and supply industry, which increased by 1,278 to a total of 14,624 enterprises from January to July 2025, representing a year-on-year growth of 9.58% [1][1][1] - The proportion of the electricity and heat production and supply industry enterprises in the total industrial enterprises is 2.81% [1][1][1] - The data indicates a significant increase in the scale of the electricity and heat production and supply industry, reflecting a positive trend in the sector's development [1][1][1] Group 2 - The report referenced is the "2025-2031 China Power Industry Investment Potential Research and Development Trend Forecast Report" published by Zhiyan Consulting [1][1][1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1][1][1] - The firm emphasizes its commitment to providing comprehensive industry solutions to empower investment decisions through professional insights and market sensitivity [1][1][1]

Group 1 - The company held its 9th temporary board meeting on September 12, 2025, with all 9 directors present, and the meeting complied with relevant laws and regulations [1][2][5]. - The board approved the proposal regarding coal storage and transportation related transactions with 9 votes in favor, and the details will be published in various financial newspapers [6][7]. - The independent directors held a special meeting on September 12, 2025, and unanimously approved the related transaction proposal [8]. Group 2 - The company plans to entrust Shenyang International Land Port Group Co., Ltd. to provide integrated storage and transportation services for 115,000 tons of coal, with an estimated total transaction amount of approximately 71.3 million yuan (including tax) [13]. - The storage fee is set at 25 yuan per ton, totaling approximately 28.75 million yuan, while the transportation fee is set at 37 yuan per ton, totaling approximately 42.55 million yuan [13][18]. - This transaction constitutes a related party transaction, accounting for 38.85% of the company's latest audited net assets, and requires approval from the shareholders' meeting [13]. Group 3 - The related party, Shenyang International Land Port Group, has total assets of approximately 3.25 billion yuan and a net asset of approximately 1.38 billion yuan as of June 30, 2025 [15]. - The group reported a net profit of approximately 403.19 million yuan for the year 2024, but incurred a net loss of approximately 1.84 million yuan in the first half of 2025 [15]. Group 4 - The purpose of the transaction is to ensure the stable supply of coal for heating during the winter season, as the company's heat source plants are dispersed across Shenyang [23]. - The company has previously relied on renting coal storage and hiring vehicles for transportation, but the current partners cannot meet the demand, prompting the decision to engage the Land Port Group [23]. Group 5 - The company will hold its 6th temporary shareholders' meeting on September 29, 2025, to discuss the related transaction proposal, with provisions for both on-site and online voting [30][32]. - Shareholders must register in advance to attend the meeting, and the voting will be conducted through the Shenzhen Stock Exchange's trading system and internet voting system [34][47].

Group 1 - The company, Huitian Thermal Power, issued a correction announcement on August 30, 2025, due to errors in the cash flow statements and disclosures in the semi-annual report [1] - On September 12, the company and its executives received a warning letter from the Liaoning Securities Regulatory Bureau for non-compliance in information disclosure [1] - The company acknowledged the issues and initiated a self-examination process, implementing corrective measures to improve internal processes and compliance with regulations [2] Group 2 - Huitian Thermal Power reported a revenue of 1.21 billion yuan for the first half of 2025, a slight increase of 0.05% year-on-year, while the net profit was a loss of 144 million yuan, an improvement from a loss of 294 million yuan in the same period last year [3] - The company plans to engage Shenyang International Land Port Group for integrated warehousing and transportation services, with an estimated total transaction amount of approximately 71.3 million yuan over two years [3] - This transaction is aimed at ensuring stable coal supply for heating during winter, as the company has faced challenges in coal storage and transportation due to the dispersed locations of its heating sources [4]

就上述事项，公司及相关人员于2025年9月12日收到了中国证券监督管理委员会辽宁监管局(以下简 称"辽宁证监局")下发的《关于对沈阳惠天热电股份有限公司、郑运、杨辉、李志采取出具警示函措施 的决定》(〔2025〕20号)，相关情况披露如下： 智通财经APP讯，惠天热电(000692.SZ)发布公告，公司于2025年8月26日在巨潮资讯网上披露了公司 《2025年半年度报告》《2025年半年度财务报告》《半年报财务报表》，经事后审核发现，因公司财务 部报表制作疏忽，错将"母公司现金流量表"上一期数据与合并现金流量表上一期数据混同，同时报表附 注几处子项目数据列报类别及金额有误。公司于2025年8月30日针对上述错误对外发布了更正公告(内容 详见公司在《中国证券报》《证券时报》《上海证券报》和巨潮资讯网上发布的《关于2025年半年度报 告的更正公告(公告编号：2025-55)》)。 经查，惠天热电披露的《2025年半年度报告》《2025年半年度财务报告》《半年报财务报表》存在部分 内容制作、录入错误等信息披露不规范问题。惠天热电上述行为违反了《上市公司信息披露管理办法 (2025年修订)》(证监会令第226号，以 ...

就上述事项，公司及相关人员于2025年9月12日收到了中国证券监督管理委员会辽宁监管局(以下简 称"辽宁证监局")下发的《关于对沈阳惠天热电股份有限公司、郑运、杨辉、李志采取出具警示函措施 的决定》(〔2025〕20号)，相关情况披露如下： 智通财经APP讯，惠天热电(000692.SZ)发布公告，公司于2025年8月26日在巨潮资讯网上披露了公司 《2025年半年度报告》《2025年半年度财务报告》《半年报财务报表》，经事后审核发现，因公司财务 部报表制作疏忽，错将"母公司现金流量表"上一期数据与合并现金流量表上一期数据混同，同时报表附 注几处子项目数据列报类别及金额有误。公司于2025年8月30日针对上述错误对外发布了更正公告(内容 详见公司在《中国证券报》《证券时报》《上海证券报》和巨潮资讯网上发布的《关于2025年半年度报 告的更正公告(公告编号：2025-55)》)。 根据《信披办法》第五十三条第三项的规定，辽宁证监局决定对公司及郑运、杨辉、李志采取出具警示 函的监督管理措施，并记入证券期货市场诚信档案。 经查，惠天热电披露的《2025年半年度报告》《2025年半年度财务报告》《半年报财务报表》存在 ...

数据来源：国家统计局，智研咨询整理 根据国家统计局数据可知：2025年5月全国电力、热力生产和供应业出口货值为10.2亿元，同比下降 1.4%；2025年1-5月全国电力、热力生产和供应业累计出口货值为52.8亿元，累计同比增长1.9%。 2019年-2025年1-5月全国电力、热力生产和供应业出口货值统计图 上市公司：深圳能源（000027），深南电A（000037），东旭蓝天（000040），太阳能（000591），建 投能源（000600），韶能股份（000601），宝新能源（000690），吉电股份（000875），湖北能源 （000883），赣能股份（000899），长源电力（000966），闽东电力（000993） 相关报告：智研咨询发布的《2025-2031年中国电力行业投资潜力研究及发展趋势预测报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Major Events - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Leo Group plans to issue H-shares and list on the Hong Kong Stock Exchange [1] Performance - Tianji shares gain high market attention for solid-state battery concept; subsidiary has obtained patents for lithium sulfide materials and their preparation methods [1][1] - Weiguang Bio has successfully acquired land use rights and signed a transaction confirmation [1] - Gansu Energy's Changle Company has officially put the 5th unit of the 2×1000 MW coal-fired unit expansion project into commercial operation [1] - Zhaoxin shares' largest shareholder did not trade company stocks during abnormal trading fluctuations [1] - Electric Alloy's shareholder plans to acquire indirect shares through block trading, involving no more than 2.4 million shares [1] - Nanchin Technology plans to issue convertible bonds to raise no more than 1.933 billion yuan for research and industrialization of power management chips in the intelligent computing field [1] - Ningbo Ocean plans to invest in the establishment of two overseas companies [1] - Jidian shares received 913 million yuan in national renewable energy subsidy funds in August [1] - Shennong Group sold 166,400 pigs in August, generating sales revenue of 285 million yuan [1] - Tianbang Food sold 529,700 commercial pigs in August, with sales revenue of 621 million yuan [1]

Core Viewpoint - Shaanxi Hydropower Development Group's IPO process has been halted as the company voluntarily withdrew its listing application, leading to the termination of the review by the Shanghai Stock Exchange [1] Company Overview - Shaanxi Hydropower is the sole operating entity for clean energy generation under the Shaanxi Investment Group, focusing on investments and operations in solar, wind, and hydropower projects [3] - The company submitted its IPO application on December 30, 2023, aiming to raise 1 billion yuan by issuing up to 428 million shares for the "Shaanxi Investment Fugu 250 MW Solar Power Delivery Project" [3] Shareholder Structure - The controlling shareholder of Shaanxi Hydropower is Shaanxi Investment Group, which holds a total of 73.71% of the company's shares through direct and indirect means [3] - The underwriting team for the IPO includes prominent firms such as CITIC Securities and Western Securities, with a total of four representatives [3] Financial Performance - In 2024, Shaanxi Hydropower reported revenue of 1.06 billion yuan, a decline of 1.85% from 2023, with a significant drop in net profit from 282 million yuan to 170 million yuan, representing a year-on-year decrease of 39.72% [4] - In contrast, Shaanxi Energy, a related entity, achieved a revenue of 23.156 billion yuan and a net profit exceeding 3 billion yuan in 2024, highlighting a significant disparity in operational scale [4] Regulatory Environment - The China Securities Regulatory Commission has emphasized stricter listing standards for the main board, requiring companies to demonstrate industry representation, stable operating performance, and substantial scale [4] - Shaanxi Hydropower's revenue is heavily reliant on State Grid Shaanxi Electric Power Company, with over 90% of its income derived from this source, limiting its competitiveness in the national clean energy sector [4] Industry Competition - The presence of direct competition from Shaanxi Energy, which holds a 14.61% stake in Shaanxi Hydropower, raises concerns regarding potential conflicts of interest [6] - Similar challenges were faced by Guangxi Beibu Gulf Land-Sea New Energy Co., which withdrew its IPO application due to difficulties in meeting the main board's "blue-chip" criteria [6] Future Prospects - The integration of Shaanxi Hydropower into Shaanxi Energy could provide a viable path for achieving listing goals, allowing for a complementary structure between thermal and clean energy operations [7]