证券代码：605162 证券简称：新中港 公告编号：2025-047 转债代码：111013 转债简称：新港转债 浙江新中港热电股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 回购方案首次披露日 2025/7/1 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 0万股 累计已回购股数占总股本比例 0% 累计已回购金额 0万元 实际回购价格区间 0元/股~0元/股 一、 回购股份的基本情况 基于对浙江新中港热电股份有限公司（以下简称"公司"）未来持续发展的信 心和对公司价值的认可，为建立、完善公司长效激励机制，公司拟通过集中竞价 交易方式回购股份，将在未来适宜时机用于股权激励或员工持股计划。 公司于 2025 年 6 月 30 日召开第三届董事会第十三次会议，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，公司将使用不低于人民币 回购，回购股份的价格不超过 11.38 元/股。本次回购股份事项具体内容详见公司 于 2025 年 7 月 5 日在上海证券交易所网站（ww ...

Group 1 - The core viewpoint of the article highlights the performance and market position of Zhejiang New Zhonggang Thermal Power Co., Ltd, which has a current stock price of 8.73 yuan and a rolling PE ratio of 25.60 times, with a total market capitalization of 3.497 billion yuan [1][2] - The company operates in the utility sector, where the average PE ratio is 25.82 times and the median is 27.08 times, placing New Zhonggang at the 12th position within the industry [1][2] - As of the first quarter of 2025, four institutions hold shares in New Zhonggang, with a total of 30.1735 million shares valued at 2.266 billion yuan [1] Group 2 - The main business of the company involves the production and supply of thermal products, electricity products, and compressed air through cogeneration, with key products including steam, electricity (cogeneration), electricity (energy storage), compressed air, and coal [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 174 million yuan, a year-on-year decrease of 20.46%, and a net profit of 15.4537 million yuan, down 39.20% year-on-year, with a gross profit margin of 24.54% [1]

Company Overview - Zhejiang New Zhonggang Thermal Power Co., Ltd. primarily engages in the production and supply of thermal products, electricity, and compressed air through cogeneration [1] - The company's main products include steam, electricity (cogeneration), electricity (energy storage), compressed air, and coal [1] - New Zhonggang is the first thermal power plant in Zhejiang Province to pass ultra-low emission acceptance [1] Financial Performance - As of the first quarter of 2025, the company reported operating revenue of 174 million yuan, a year-on-year decrease of 20.46% [1] - The net profit for the same period was 15.45 million yuan, down 39.20% year-on-year [1] - The sales gross margin stood at 24.54% [1] Market Position - The company's current stock price is 8.94 yuan, with a decline of 1.22% [1] - The rolling price-to-earnings (PE) ratio is 26.22, compared to the industry average of 26.28 and the industry median of 27.43 [1][2] - New Zhonggang ranks 12th in the public utility sector based on PE ratio [1] Shareholding Structure - As of the first quarter of 2025, four institutions hold shares in New Zhonggang, including three QFIIs and one other entity, with a total shareholding of 30.17 million shares valued at 226.6 million yuan [1]

Company Overview - Zhejiang New Zhonggang Thermal Power Co., Ltd. primarily engages in the production and supply of thermal products, electricity products, and compressed air through cogeneration [1] - The main products include steam, electricity (cogeneration), electricity (energy storage), compressed air, and coal [1] - The company sells electricity products to the State Grid Corporation for end-user supply [1] - It is the first thermal power plant in Zhejiang Province to pass ultra-low emission acceptance for the entire plant [1] Financial Performance - As of the latest quarterly report for Q1 2025, the company achieved operating revenue of 174 million yuan, a year-on-year decrease of 20.46% [1] - The net profit for the same period was 15.45 million yuan, reflecting a year-on-year decline of 39.20% [1] - The sales gross margin stood at 24.54% [1] Market Position - The company's current stock price is 9.12 yuan, down 1.83%, with a rolling price-to-earnings (PE) ratio of 26.75 times [1] - The total market capitalization is 3.653 billion yuan [1] - In terms of industry PE rankings, the average PE for the public utility sector is 26.52 times, with a median of 27.71 times, placing the company at the 12th position [1][2] Shareholder Information - As of March 31, 2025, the number of shareholders for New Zhonggang is 21,303, an increase of 793 from the previous count [1] - The average market value of shares held by each shareholder is 352,800 yuan, with an average holding of 27,600 shares [1]

Economic Performance - Fushun's GDP grew by 7.3% year-on-year in Q1, ranking first in Liaoning province and achieving the best position in 10 years [1] - From January to May, the industrial added value of Fushun increased by 11.9%, surpassing the provincial average of 8.5% [1] Project Development - The ethylene production capacity enhancement project at Fushun Petrochemical Company has 5,000 workers involved and is 25.3% complete, expected to be fully operational by 2026 [4][7] - A total of 354 projects were resumed or started from January to May, marking a 4.7% increase year-on-year [5] Industrial Upgrading - Fushun's steel industry is advancing with the establishment of 476 intelligent application systems and 1,467 monitoring points, achieving full-process digital control [6] - The high-alloy small bar production line at Fushun Special Steel Co., with an investment exceeding 500 million yuan, is set to begin trial production in 2024 [8] Innovation and Technology - Orange (Liaoning) Material Technology Co., focusing on flexible polymer solar cells, is collaborating with leading domestic manufacturers to develop a production line [9] - Fushun has 95 "Eagle" enterprises, 181 national high-tech enterprises, and 691 technology-based SMEs, indicating a robust innovation ecosystem [9] Business Environment - The propylene amide polymer project by Fushun Meirui Petrochemical Co. is nearing completion, with an expected annual revenue of 1.25 billion yuan and tax contributions of 42.15 million yuan [10] - Fushun has resolved 589 issues affecting business development through targeted measures, assisting companies with 870 million yuan in funding [10][13] Market Dynamics - Fushun has 179,655 market entities, a year-on-year increase of 3.55%, with private enterprises totaling 171,807, up 3.71% [14]

Group 1 - The core viewpoint of the articles indicates that Zhejiang New Zhonggang Thermal Power Co., Ltd. has experienced a decline in stock price and financial performance, with a current closing price of 9.55 yuan, down 4.31% [1] - The company's rolling price-to-earnings (PE) ratio is 28.01 times, which is higher than the industry average of 26.70 times and the industry median of 28.01 times, ranking 13th in the public utility sector [1][2] - As of the first quarter of 2025, four institutions hold shares in New Zhonggang, with a total holding of 30,173.50 million shares valued at 2.266 billion yuan [1] Group 2 - The main business of the company involves the production and supply of thermal products, electricity products, and compressed air through cogeneration [1] - The company's latest financial results for the first quarter of 2025 show an operating income of 1.74 million yuan, a year-on-year decrease of 20.46%, and a net profit of 15.45 million yuan, down 39.20% year-on-year, with a gross profit margin of 24.54% [1]

Core Viewpoint - The company aims to achieve the goal of "Excellent Datang New Jin Electric" by enhancing safety production, improving quality and efficiency, promoting green development, and integrating party building, successfully exceeding profit and electricity targets for the first half of the year [1] Safety Management - The company adheres to the principle of "safety first, prevention first, comprehensive governance" and implements a "three-dimensional" safety management model, achieving full coverage of the responsibility chain [3] - A "hundred-day attack" safety special governance initiative has been launched, with 23 emergency drills conducted, resulting in a 42% year-on-year decrease in violations [3] Equipment Reliability - The company focuses on restoring equipment to "optimal performance," completing over 1,200 regular and maintenance tasks, and achieving a 4% increase in high-pressure cylinder efficiency while reducing thermal consumption by 60 kJ/kWh [5] - Two units have achieved "zero non-stop" operation for five consecutive years [5] Operational Efficiency - The company has established a "three-level benchmarking" management system, with a 1.67 billion kWh increase in electricity generation year-on-year and a 16.63% increase in actual heat fee collection [5] - Carbon asset management has turned from a deficit to a surplus of over 4,300 tons, expected to generate an additional revenue of 4 million yuan [5] Fuel Management - The company has innovated a "three precision management" model for fuel, achieving a 12% increase in the proportion of economic coal burning, resulting in over 13 million yuan in revenue [6] - Financial costs have been reduced by 5.45 million yuan, with a 15.06% decrease in financing scale compared to the beginning of the year [6] Talent Development - The company implements a "talent strong enterprise" strategy, focusing on systematic training and skill enhancement, resulting in five first-place awards in provincial competitions [7] - A multi-channel growth plan for employees has been established to promote the transition from "single specialty" to "composite talent" [7] Green Development - The company has achieved breakthroughs in renewable energy development, with over 50% of installed capacity in renewable energy projects [8] - The first "photovoltaic + water conservancy" demonstration project in Shanxi has been successfully launched and is profitable [8] Party Building Integration - The company promotes the integration of party building with core business operations, achieving significant recognition and enhancing employee satisfaction to 96% [9][10] - A comprehensive supervision system has been established to address major issues effectively [9] Future Directions - The company will focus on enhancing equipment reliability, electricity spot trading, renewable energy project development, and party building integration to contribute to the goal of "Excellent Datang New Jin Electric" [12]

Group 1 - The company participated in the competitive allocation of wind power projects as announced by the Shenyang Development and Reform Commission [1] - On July 15, 2025, the Shenyang Development and Reform Commission published the results of the competitive allocation, recommending the company as the owner of a 700,000 kW wind power project [1] - If the company obtains the owner qualification for the 700,000 kW project, it will align with the investment policy requirements for thermal power projects, benefiting the company's industrial layout optimization and high-quality development [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Zhejiang New Zhonggang Thermal Power Co., Ltd, which has a current stock price of 10.92 yuan and a rolling PE ratio of 32.02 times, indicating a decline of 1.62% [1] - The company's total market capitalization is 4.374 billion yuan, and it ranks 15th in the public utility industry, which has an average PE ratio of 26.37 times and a median of 29.45 times [2] - As of March 31, 2025, the number of shareholders has increased to 21,303, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - The main business of the company involves the production and supply of thermal products, electricity products, and compressed air through cogeneration, with key products including steam, electricity (cogeneration), electricity (energy storage), compressed air, and coal [1] - The latest quarterly report for Q1 2025 shows a revenue of 174 million yuan, representing a year-on-year decrease of 20.46%, and a net profit of 15.45 million yuan, down 39.20% year-on-year, with a sales gross margin of 24.54% [1]

Group 1 - The company expects to achieve a net profit of 380.0382 million yuan for the first half of 2025, representing an increase of approximately 233.10% compared to the same period last year [1][2] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is projected to be 360.6186 million yuan, reflecting a year-on-year increase of about 436.50% [1][2] - The previous year's net profit attributable to the parent company was 114.0917 million yuan, with a profit total of 122.6441 million yuan [2] Group 2 - The increase in profit is primarily attributed to significant gains in the company's securities business due to market fluctuations, which led to a substantial increase in the fair value changes of financial assets [2] - There was a notable reduction in credit impairment losses on purchased financial assets, contributing positively to the profit increase [2] - The company experienced a decrease in heating subsidy income from its thermal power business, which negatively impacted non-operating gains [2]