Core Insights - The recent election of academicians in China highlights the importance of energy security and transformation for the country's economic and social development, with a significant number of experts from the energy sector being elected [1][2] - The inclusion of top talents from private companies like CATL and BYD signifies the recognition of corporate innovation in the national energy strategy [2][4] Group 1: Election Overview - A total of 73 new academicians and 27 foreign academicians were elected to the Chinese Academy of Sciences, while the Chinese Academy of Engineering welcomed 71 new academicians and 24 foreign experts, bringing the total number of academicians in the Chinese Academy of Engineering to 1002 [1] - The energy and mining engineering division had the highest number of new academicians, with 12 elected, underscoring the critical role of energy in national development [1][2] Group 2: Notable Experts - Key figures elected include experts from major companies and institutions such as Lei Zengguang from China National Nuclear Corporation, Lu Jiazhen from State Grid Hunan Electric Power Company, and Wu Kai from CATL, indicating a strong representation from the energy sector [2] - The election of six experts related to the energy field in the Chinese Academy of Sciences reflects a robust foundation in basic research, frontier applications, and systematic planning [2] Group 3: Contributions of Newly Elected Academicians - Academician Liu Weiping focuses on nuclear astrophysics and radioactive nuclear beam physics, laying theoretical foundations for future nuclear energy applications [3] - Academician Chen Yongsheng has made significant advancements in organic solar cell technology, achieving a light conversion efficiency of 17.3% [3] - Academicians Chen Yanjing and Dai Shifeng provide critical support for energy resource security through their research in mineral formation and coal geology [3] - Academician Shu Gequn proposes theories aimed at enhancing energy conversion efficiency, while Academician Sun Hongbin is pioneering developments in smart energy internet systems [3] Group 4: Strategic Implications - The newly elected academicians are seen as vital links between laboratory innovations and industrial applications, addressing the urgent national needs for energy security and green transformation [4]

智通财经APP讯，皖能电力(000543.SZ)发布公告，为积极响应国家"双碳"目标，推动公司高质量发展新 能源的战略部署，公司全资子公司安徽省皖能能源交易有限公司(以下简称"交易公司")以现金出资，与 战略合作方东方电气风电股份有限公司(以下简称"东方风电")成立合资公司，实现资源互补、风险共 担。交易公司与东方风电共同成立合资公司，其中交易公司持股51%。东方风电持股49%。 ...

转自：智通财经 【皖能电力：子公司与东方风电成立合资公司】智通财经11月21日电，皖能电力(000543.SZ)公告称， 公司全资子公司皖能能源交易有限公司与东方电气风电股份有限公司共同成立合资公司，其中皖能能源 交易有限公司持股51%，东方风电持股49%。合资公司注册资本为185,683.0205万元，东方风电以木垒 东吉新能源有限公司100%股权作价出资，皖能能源交易有限公司以94,698.3405万元现金出资。此次投 资旨在响应国家"双碳"战略，推动国有资本布局优化，深化资源互补、战略协同，进一步促发展、防风 险，提升公司发展质量。 ...

Market Overview - The A-share market experienced a significant decline on November 21, 2025, with the Shanghai Composite Index falling by 2.45% to close at 3834.89 points, and the Shenzhen Component Index down by 3.41% to 12538.07 points. The ChiNext Index dropped by 4.02% to 2920.08 points, while the Hang Seng Index decreased by 2.38% to 25220.02 points, and the Hang Seng Tech Index fell by 3.21% to 5395.49 points. Overall, 5071 stocks declined against 351 that rose, with total trading volume reaching 1.98 trillion yuan [1]. Economic Indicators - The National Energy Administration reported that in October, the total electricity consumption reached 857.2 billion kilowatt-hours, marking a year-on-year increase of 10.4%. By sector, the primary industry consumed 12 billion kilowatt-hours (up 13.2%), the secondary industry consumed 568.8 billion kilowatt-hours (up 6.2%), and the tertiary industry consumed 160.9 billion kilowatt-hours (up 17.1%). Notably, residential electricity consumption rose by 23.9% to 115.5 billion kilowatt-hours [2]. Federal Reserve Insights - The minutes from the Federal Reserve's October meeting indicated that many participants believe the next meeting should maintain interest rates, while a minority suggested a potential 25 basis point cut. The minutes emphasized that further data validation regarding labor market concerns is necessary before considering another rate cut. The absence of key employment data has led to increased market speculation that the likelihood of a rate cut in December has diminished [1][2]. AI Sector Analysis - Nvidia's earnings report exceeded expectations; however, there are concerns regarding diminishing marginal returns in the AI sector. The sustainability of AI's growth is contingent upon new narratives and key players, as the current marginal utility is declining [1][2]. Investment Strategy - In the context of limited liquidity and weak fundamentals in the AI sector, it is advisable to avoid industries that have seen excessive gains. Short-term investment strategies should focus on dividend-paying assets such as banks, insurance, electricity, and coal to mitigate net asset volatility and secure relative returns. Despite short-term adjustments, the long-term outlook for the A-share market remains bullish [2].

转自：新华财经 11月21日，伴随着"华电易 点亮'冀'"标识的亮起，中国华电河北公司首届售电服务伙伴大会会场中响起了热烈的掌声。中国华电系统内外共计30家企业到场 参会。 作为中国华电驻冀能源央企，中国华电河北公司立足"奉献清洁能源 创造美好生活"品牌定位，以"赶考"精神，为满足人民美好生活用能需求，提供更加优 质的服务、更加温暖的守护。所属石热公司是国家"一五"时期"156"项工程之一，自1954年开工建设至今的70年间，持续为城市发展提供源源不断的电力和 热力。河北水电公司岗南电站，是新中国第一座混合式抽水蓄能电站，开创了我国抽水蓄能技术的先河。冀北新能源是国内唯一一家连续4年8次参与北京 2022年冬奥会所有场馆绿电交易的供应商，"绿电送冬奥"的故事跟随"魅力河北"系列活动走进联合国，得到普遍关注。 中国华电河北公司始终将"客户需求"为工作重心，年代理电量9年增长14倍，累计达376亿千瓦时。将"客户为中心、共赢为追求、满意为标准"嵌入工作全过 程，整合购电全流程，可提供绿电认证、碳资产管理等综合能源服务，助力客户开拓新的价值增长极。 中国华电河北公司总经理、党委副书记柏春光在致辞中表示，愿以能源为媒 ...

证券日报网讯天富能源（600509）11月21日在互动平台回答投资者提问时表示，公司正在牵头推进八师 石河子100万千瓦抽水蓄能电站项目前期工作，争取项目纳规。 ...

公司发布的三季报数据显示，前三季公司共实现营业收入3.80亿元，同比下降6.32%，实现净利润-1.13 亿元，同比增长3.28%，基本每股收益为-0.2780元。 证券时报 数据宝统计，截至发稿，大连热电收盘价为6.10元，下跌5.72%，本期筹码集中以来股价累计 下跌5.86%。具体到各交易日，4次上涨，5次下跌。 大连热电（600719）11月21日披露，截至11月20日公司股东户数为36000户，较上期（11月10日）减少 3000户，环比降幅为7.69%。这已是该公司股东户数连续第3期下降。 ...

Core Points - As of November 20, 2025, the number of shareholders for Jidian Co., Ltd. (stock code: 000875) is projected to be 165,291 [1]

Core Points - Changyuan Power (000966.SZ) announced that it has received a bid notification from the National Energy Group International Engineering Consulting Co., Ltd., confirming Yantai Longyuan Power Technology Co., Ltd. as the winning bidder for the EPC project of biomass gasification and coal coupling carbon reduction flexibility transformation for its subsidiary, Jingmen Company, with a bid amount of 14.268696 million yuan [1] Group 1 - The project is related to carbon reduction and involves biomass gasification and coal coupling technology [1] - Yantai Longyuan is a controlled subsidiary of the company's major shareholder, National Energy Investment Group Co., Ltd., making this transaction an affiliated party transaction [1]

格隆汇11月21日丨豫能控股(001896.SZ)公布，根据工程建设需要和招标结果，河南豫能控股股份有限 公司子公司鲁山豫能抽水蓄能有限公司（简称"鲁山豫能"）拟与郑州康璞置业有限公司（简称"康璞置 业"）签订《河南鲁山抽水蓄能电站水土保持及环境修复工程（一期）施工合同》，合同金额为 87,083,825.77元。 ...