根据公司官微，2025年6月份，悦达投资与盐城经开区新能源汽车产业园区签署了零碳园区战略合作协 议，成为上半年业务拓展的重要亮点。双方携手推动绿色产业集聚，构建零碳生态体系，这一合作既拓 展了新能源业务应用场景，也为新能源与汽车产业融合开辟了新路径，为全年增长奠定基础。 本报讯 （记者陈红）近年来，江苏悦达投资股份有限公司（以下简称"悦达投资"）顺应国家"双碳"战 略，自2022年明确向"新能源、新材料、智能制造"战略转型，通过一系列扎实举措推动战略落地，经营 成果逐步显现。而今年上半年其经营动态也向市场展现悦达投资在转型深化过程中的成长价值。 据悦达投资工作人员介绍，公司华丰378MW渔光互补项目稳定发电，三峡悦达阜宁共享储能项目高效 运转，绿色数智能源管理中心的精准运维，灌东盐场150MW光伏、东台弶港100MW/200MWh共享储能 项目如期并网，进一步提升效益。2024年，公司新能源发展态势持续向好，电力销售营收同比大涨 2567%、毛利46.37%。按照规划，未来三年新能源累计装机将达1GW至2GW，归母净利润年复合增长 率不低于50%，成长路径清晰可见。 （编辑 张昕） 悦达投资旗下子公司协同发力 ...

悦达投资旗下子公司协同发力，也成为转型攻坚的重要支撑。新能源领域，悦达低碳公司的光伏、风电 项目稳步推进，悦达储能公司的储能项目高效运营，悦达和碳公司的碳交易业务持续拓展，共同构筑起 新能源产业矩阵。 新能源板块表现亮眼：华丰378MW渔光互补项目稳定发电，三峡悦达阜宁共享储能项目高效运转，绿 色数智能源管理中心的精准运维，灌东盐场150MW光伏、东台弶港100MW/200MWh共享储能项目如期 并网，进一步提升效益。2024年，悦达投资新能源发展态势持续向好，电力销售营收同比大涨2567%、 毛利46.37%。按照规划，未来三年新能源累计装机将达1GW至2GW，归母净利润年复合增长率不低于 50%，成长路径清晰可见。 根据公开新闻，悦达投资子公司悦达长久物流今年上半年也交出一份靓丽的答卷。悦达长久物流在聚焦 主业的同时，积极布局物流新赛道，今年上半年在新能源物流市场成功抢占先机，助力盈利能力改善。 作为悦达投资版图中的活力板块，悦达长久物流的强势表现，正成为提升上市公司整体投资价值的重要 加分项。 新材料领域同样成果颇丰：珩创纳米磷酸锰铁锂项目产能稳定释放，产品获头部厂家认可后出货量持续 攀升；参股子公司浩 ...

Core Insights - The total investment in key energy projects in China for the first half of the year exceeded 1.5 trillion yuan, marking a year-on-year increase of 21.6% [1] - Investment in renewable energy generation continues to grow rapidly, with significant increases in onshore wind and solar power investments [1] - Private enterprises are showing a notable increase in investment within the energy sector, particularly in distributed solar and onshore wind projects [1] Investment Growth - Investment in key energy projects reached over 1.5 trillion yuan, with growth rates exceeding 20% across eastern, central, and western regions [1] - New energy investment is increasingly focused on green and innovative projects [1] Renewable Energy Investment - Onshore wind investment in Guangxi and Xinjiang doubled compared to the same period last year [1] - Centralized solar power investment grew by 24.5%, while distributed solar power investment surged by over 70% [1] - Investment in solar thermal power nearly doubled year-on-year [1] Power Supply Investment - Investments in coal and nuclear power sectors maintained rapid growth, with key coal power projects in East China, Central China, and Western Inner Mongolia being completed [1] - Investments in power grids and pumped storage also showed steady growth [1] Emerging Energy Investments - Investment in hydrogen energy projects doubled, with multiple green hydrogen projects in Jilin accelerating [1] - Investment in charging and swapping infrastructure increased by nearly 70% [1] - New energy storage and integrated source-grid-load-storage projects saw investment growth exceeding 30% [1] Private Sector Investment - Private enterprises' investment in the energy sector grew by 27.8% year-on-year [1] - Investments in distributed solar and onshore wind projects by private companies increased by over 40% [1] - Investment in charging and swapping infrastructure and centralized solar projects by private enterprises grew by approximately 15% [1]

未来，该项目将作为吉林省"陆上风光三峡"的重要电源支点，配套该省西部地区新能源产业基地建设， 为能源链下游工业企业提供大量清洁电力，有利于缓解该地区电力工业的环境保护压力，改善能源供需 结构，推动国民经济发展和社会进步，对全国能源转型与地方振兴的高质量融合，加快推动绿色低碳转 型发展具有重要意义。 该一体化项目位于吉林省洮南市向阳乡及二龙乡境内，总容量115万千瓦，其中风电两期项目容量100万 千瓦，共439台风电机组于2021年底发电。本次并网的光伏项目建设在风电场风能缓冲隔离带，容量15 万千瓦，共6532组单晶硅太阳能电池阵列，进一步优化了能源空间布局，实现风光同场、共建共投，协 调发展。 该一体化项目是中国大唐集团有限公司全面落实国家"十四五"期间能源规划，服务国家"双碳"目标开发 的大型清洁能源基地化项目，项目可实现年均发电量约36亿千瓦时，节约标煤118万吨，减少二氧化碳 排放292万吨，减少二氧化硫排放3万吨，减少氮氧化物排放2.65万吨，项目配套容量7.5兆瓦/7.5兆瓦时 的磷酸铁锂电池储能装置，由3套2.5兆瓦/2.5兆瓦时储能子系统设备组成，具有解决新能源发电随机 性、间歇性等功能，确保 ...

Core Viewpoint - The rapid expansion of renewable energy capacity, particularly wind and solar, is driving the need for energy storage solutions to address system stability and balance challenges in the power grid [1][3]. Company Summary - Jilin Electric Power Co., Ltd. plans to invest in a 200 MW solar project in Weifang, Shandong, with a 62 MW/124 MWh energy storage system, with a dynamic investment of 1.093 billion yuan [2]. - The project is expected to have an average annual utilization of 1,491 hours, with 90% of the electricity sold at a benchmark price of 0.3949 yuan per kWh, and a post-tax investment return rate of 5.32% [2]. - The project marks the company's first multi-energy complementary integrated base outside Jilin Province, aligning with its renewable energy development strategy [2]. Industry Summary - The demand for energy storage is increasing as the installed capacity of renewable energy sources like wind and solar expands rapidly [3]. - Several companies, including Guangdong Water and Electricity and Trina Solar, are also investing in solar projects with integrated energy storage systems, indicating a broader industry trend [3][4]. - The storage industry is expected to experience explosive growth, with projections of new energy storage capacity reaching approximately 80 GW annually over the next three years, potentially reaching a cumulative scale of 230 GW by 2025 [6].

Core Viewpoint - China General Nuclear Power Corporation (CGN) New Energy reported a decrease in total power generation for the year ending July 2025, with a total of 1,731.3 GWh, reflecting a 1.7% decline compared to 2024 [1] Summary by Category Power Generation Performance - The total power generation for the first seven months of 2025 was 11,306.8 GWh, which is a 1.0% decrease year-on-year compared to 2024 [1] - Breakdown of power generation changes includes: - Wind power projects in China decreased by 8.1% - Solar power projects in China increased by 60.3% - Gas power projects in China increased by 51.6% - Hydropower projects in China increased by 12.5% - Projects in South Korea decreased by 15.5% [1] Year-on-Year Changes - For the first seven months of 2025, the year-on-year changes in power generation by project type are as follows: - Wind power projects in China increased by 2.2% - Solar power projects in China increased by 19.7% - Gas power projects in China increased by 4.8% - Hydropower projects in China decreased by 19.9% - Projects in South Korea decreased by 10.3% [1]

本文源自：财华网 【财华社讯】中广核新能源(01811.HK)公布，初步统计，2025年7月集团按合并报表口径完成发电量 1,731.3吉瓦时，较2024年同比减少1.7%。其中，中国风电项目减少8.1%，中国太阳能项目增加60.3%， 中国燃气项目增加51.6%，中国水电项目增加12.5%及韩国项目减少15.5%。 截至2025年7月31日止七个月，集团今年累计完成发电量11,306.8吉瓦时，比2024年同比减少1.0%。其 中，中国风电项目增加2.2%，中国太阳能项目增加19.7%，中国燃气项目增加4.8%，中国水电项目减少 19.9%及韩国项目减少10.3%。 ...

Core Viewpoint - China General Nuclear Power Corporation (CGN) New Energy reported a decrease in total power generation for July 2025 compared to the previous year, with specific variations across different energy sources [1] Group 1: Power Generation Performance - The total power generation for the group in July 2025 reached 1,731.3 GWh, representing a year-on-year decrease of 1.7% compared to 2024 [1] - For the first seven months ending July 31, 2025, the cumulative power generation was 11,306.8 GWh, which is a 1.0% decrease year-on-year from 2024 [1] Group 2: Breakdown by Energy Source - Chinese wind power projects saw a decrease of 8.1% in generation [1] - Chinese solar power projects experienced a significant increase of 60.3% [1] - Chinese gas projects increased by 51.6% [1] - Chinese hydropower projects increased by 12.5% [1] - Korean projects faced a decrease of 15.5% [1] Group 3: Year-to-Date Performance - In the first seven months of 2025, Chinese wind power projects increased by 2.2% [1] - Chinese solar power projects increased by 19.7% [1] - Chinese gas projects increased by 4.8% [1] - Chinese hydropower projects decreased by 19.9% [1] - Korean projects decreased by 10.3% [1]

本文源自：金融界AI电报 中广核新能源公告，2025年7月，本集团完成发电量1731.3吉瓦时，较2024年同比减少1.7%。 泰升集团 公告，预期与截至2024年6月30日止六个月的净利润约1070万港元相比，截至2025年6月30日止六个月将 录得净利润增加至约3400万港元。 ...

中广核新能源公告，2025年7月，本集团完成发电量1731.3吉瓦时，较2024年同比减少1.7%。其中，中 国风电项目减少8.1%，中国太阳能项目增加60.3%，中国燃气项目增加51.6%，中国水电项目增加12.5% 及韩国项目减少15.5%。截至2025年7月31日止七个月，本集团今年累计完成发电量11306.8吉瓦时，比 2024年同比减少1.0%。其中，中国风电项目增加2.2%，中国太阳能项目增加19.7%，中国燃气项目增加 4.8%，中国水电项目减少19.9%及韩国项目减少10.3%。 ...