南非新闻24小时网站1月7日报道，南非国家能源监管机构(Nersa)发布了新电网接入规则，旨在防止企业 为投机性项目垄断稀缺的电网容量。Nersa于2025年12月底在政府公报上发布了《电网容量分配规 则》，该规则立即生效。简言之，项目开发商需要提供更多证据，证明他们对项目认真负责，并已投入 必要的工作以确保项目能够按计划进行，才能获得电网接入。这些规则旨在遏制所谓的"电网霸占"现 象，即电网接入资源被预留给那些在项目上进展甚微甚至毫无进展的发电企业。此后，电网接入将只保 留给那些能够证明其已完成项目关键里程碑的开发商，包括获得财务担保、获得环境许可，以及已向 Nersa申请或已获得发电许可证。一旦达到这些里程碑，开发商就必须提交详细的定价和技术方案。只 有在网络服务提供商接受该报价且双方达成具有约束力的协议后，才会将电网接入分配给开发商。 ...

埃伯哈德指出，将输电资产留在Eskom体系内，将削弱竞争性发电商和交易商公平、透明接入电网和电 力市场的能力，也不符合《电力监管法》修订案中设立独立输电系统运营商(TSO)的初衷。他强调，输 电网络扩张需要大量资金，而高度负债的Eskom难以吸引资本。独立输电公司拥有稳定、受监管的收 入，更有利于获得机构投资者支持和低成本融资。若不彻底实现输电独立，南非推进电力市场开放和竞 争的改革成果将被削弱，并最终导致发电能力不足、限电卷土重来。他呼吁总统府介入，推动输电资产 从Eskom体系中剥离，成立真正独立的输电运营机构。 《MyBroadband》1月7日报道，南非开普敦大学"电力未来实验室"名誉教授安东.埃伯哈德(Anton Eberhard)警告称，如果南非国家电力公司(Eskom)在拆分改革后仍保留输电资产，未来数年新增发电能 力将不足，南非可能再次出现限电。 埃伯哈德的担忧针对电力与能源部长洛西恩佐.拉莫豪帕(Kgosientsho Ramokgopa)公布的最新改革方案。 该方案继续将Eskom划分为发电、输电和配电三大板块，但仍置于同一控股公司之下，而非此前预期的 完全独立。 ...

（编辑 丛可心） 证券日报网讯 1月9日，中国能建在互动平台回答投资者提问时表示，数据中心电力保障是行业重要课 题，公司依托自身能源全产业链优势，积极探索并布局绿色电力供应解决方案，助力AI产业可持续发 展。 ...

证券日报网讯 1月9日，长源电力在互动平台回答投资者提问时表示，公司作为央企控股的上市公司平 台，自2000年上市以来，公司始终秉持可持续健康发展理念，借助资本市场提升公司核心竞争力和支持 国家能源建设，并通过持续发展积极回报股东。未来，公司将主动融入新型能源体系及新型电力系统构 建，发力传统产业转型升级和战新产业规模质量发展，合理实施煤电机组改造升级，优先发展风电，择 优开发光伏，探索发展新型储能，巩固拓展综合能源服务，提升核心竞争力，推动公司健康可持续高质 量发展。同时，公司将积极响应证监会和国资委关于市值管理的工作部署，并将着力从提升经营业绩、 提升分红比例、提升信息披露质量、提升ESG工作能力、提升投资者关系管理水平、提升公司治理能力 等多方面推进市值管理工作，维护投资者及股东权益。 （文章来源：证券日报） ...

证券日报网讯1月9日，粤电力A在互动平台回答投资者提问时表示，股价波动与多种因素有关，敬请理 性看待。公司依法合规进行信息披露，连续12年获得A级评价。公司持续关注市场表现，将在做强做优 做大主业的基础上，适时合理运用各种手段，积极提升市值管理水平，欢迎投资者提出建设性意见。 ...

Core Viewpoint - The company has completed the registration and connection of its Nanshan Thermal Power Plant to the Shenzhen Virtual Power Plant Management Center's secondary platform, but it is still in the market cultivation stage and has not yet reached conditions for large-scale commercial operation [1] Group 1 - The company has not applied to the Guangdong Electric Power Trading Center for the opening of virtual power plant-related business due to the current stage of development [1] - The current production and operation of the company are not significantly impacted by the status of the virtual power plant business [1] - The company will continue to monitor the development of the virtual power plant business and will consider launching related operations based on market conditions and strategic planning [1]

波黑《每日之声》1月6日报道。波黑电力公司发布消息称，继昨夜供电情况显著稳定后，强冻雨再次导 致电线覆冰，积雪融化引发山洪和滑坡，对配电网和电力设施造成了新的损坏。目前约有1.5万户断 电，其中大部分在泽尼察-多博伊州、图兹拉州。此外，乌纳-萨纳州、中波斯尼部州、黑塞哥维那-内雷 特瓦州及萨拉热窝州也出现部分供电中断。波黑电力公司将优先保障医院等重要机构及设施的稳定供 电。 波黑电力公司表示，抢修团队正通过持续关注天气变化采取预防措施，力求将供电系统面临的风险降至 最低。抢修团队已全员出动修复电网和供电设施，以确保用户正常供电。(驻波黑使馆经商处) 大部分现有故障预计在晚间修复，但情况的不可预测性导致新故障不断出现，断电用户数量也将持续变 化。抢修工作仍面临地形复杂的困难——特别是在农村地区，大量积雪和树木倒塌阻碍了抢修进展。预 计未来24小时波黑多地将遭遇更强烈的降雪，科尼茨、亚布拉尼察、布索瓦查、基塞利亚克、福伊尼察 和布戈伊诺等地区可能会引发新的供电问题。 ...

Group 1 - Guosheng Technology is expected to report a net profit attributable to shareholders of the listed company as negative for the fiscal year 2025 [30] - Dongfang Mingzhu indirectly holds 1.3182% of Super Fusion shares, but the company does not directly engage in AI business [4] - Tongfu Microelectronics plans to raise no more than 4.4 billion yuan through a private placement to enhance packaging capacity for storage chips and other projects [2] Group 2 - Jiangbolong's application for a specific stock issuance has been accepted by the Shenzhen Stock Exchange [2] - Taisen Wind Power's controlling shareholder subscribed to 174 million shares at 6.76 yuan per share, increasing its holding to 38.39% [2] - Goer Group plans to use up to 6 billion yuan of idle funds for entrusted wealth management [3] Group 3 - ST Xinya will lift other risk warnings and change its stock name to Xinya Process on January 13, 2026 [5] - China First Heavy Industries has only undertaken a small number of projects related to controllable nuclear fusion, with no revenue generated from these products [5] - Baogang Co. plans to adjust the price of rare earth concentrate for Q1 2026 to 26,834 yuan per ton, a slight increase from the previous quarter [6] Group 4 - A total of 2.2 billion yuan is expected to be lost by Aerospace Morning Light in 2025, a reduction in loss compared to the previous year [14] - Shaanxi Guotou A expects a net profit of 1.438 billion yuan in 2025, a year-on-year increase of 5.7% [15] - Poly Developments anticipates a net profit loss of 16 billion to 19 billion yuan for 2025 [19]

证券日报网讯1月9日，绿发电力（000537）在互动平台回答投资者提问时表示，公司前期已经对氢能相 关业务进行了较为充分的研究，统筹考虑技术、成本、市场、效益等因素，目前暂未布局落位。后续公 司也将紧随市场、技术等发展情况，考虑适时推进相关布局。 ...

Group 1: Core Achievements of State-Owned Enterprise Reform - The main tasks of the state-owned enterprise reform deepening and enhancement action have been largely completed, with core functions and competitiveness of state-owned enterprises increasingly strengthened [1] - The overall landscape of state-owned assets and enterprises has undergone fundamental changes, addressing critical issues that hinder high-quality development [1] Group 2: Enhancing Development Potential - Since the 14th Five-Year Plan, central enterprises' R&D expenditure has grown by an average of 6.5% annually, with continuous annual investments exceeding 1 trillion yuan from 2022 to 2024, and basic research investment increasing by 19% annually [2] - The establishment of 134 pilot verification platforms in key industries and the implementation of 100 pilot reforms for empowering scientific and technological achievements have been initiated [2] Group 3: Structural Adjustment - Optimizing the layout and structure of state-owned assets is a key focus of the reform, essential for accelerating the transformation of momentum and supporting the construction of a modern industrial system [4] - New central enterprises have been established, and 116 strategic reorganizations have been conducted to develop pillar industries, with central enterprises' revenue in strategic emerging industries expected to exceed 11 trillion yuan by November 2025 [4] Group 4: Regulatory Enhancements - The effectiveness of state-owned asset supervision has been improved through the continuous advancement of regulatory functions and the establishment of a matrix-style regulatory model that balances object and behavior supervision [6] - The integration of artificial intelligence into the regulatory process has been emphasized, with platforms developed to enhance risk identification and management [7]