公告显示，此举旨在提高上市公司质量，推动优质资源向上市公司汇聚，打造全球领先的以煤炭为基础 的综合能源上市公司。根据安排，中国神华股票自8月4日开市起开始停牌，预计停牌时间不超过10个交 易日。 #中国神华启动千亿级资产收购#【#中国神华拟收购13家公司资产#，沪市千亿级并购有望再添一例！】 8月1日晚，中国神华公告，当日收到控股股东国家能源投资集团有限责任公司（以下简称"国家能源集 团"）通知，初步考虑拟由中国神华发行股份及支付现金购买国家能源集团持有的煤炭、坑口煤电以及 煤制油煤制气煤化工等相关资产并募集配套资金，前述资产涉及13家公司股权。 分析人士推测，此次交易金额有望跻身目前并购交易的前列。自"并购六条"发布以来，沪市已出现3单 千亿级并购，中国神华此单交易有望为沪市大额并购再添一例。（中国经营报，嘉玛） ...

作者：情报员 天眼查工商信息显示，近日，龙源电力集团股份有限公司出资17920万元成立封开龙源新能源有限公 司，持股100%，所属行业为电力、热力生产和供应业。 本文源自：金融界 资料显示，封开龙源新能源有限公司成立于2025年7月31日，法定代表人为钱世庆，注册资本17920万人 民币，公司位于肇庆市，许可项目：发电业务、输电业务、供（配）电业务。（依法须经批准的项目， 经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...

此外，负荷通常被经济学家认为是 "没有弹性的"，这意味着它几乎不随价格变化而变化。毕竟，当停电时，消费者很难想象有什么能作为电力的替代 品。 电力是寻常之物。已经习惯电力全覆盖的人们往往认为电力的持续供应是理所当然的，而当电力中断，比如停电或限电时，人们会感到震惊。但电力也是 不同寻常的，这不仅是因为在引入电力不到一个半世纪的时间里，它为城市空间和家庭的社会生活体验带来了变革性的影响。电力是一种特殊的商品 —— 不是经济学教科书中用来证明所谓的供求规律的那一类商品。 首先，电力很难储存。电力不可能像衣服和容易腐坏的食物那样，可以不同程度地在仓库储存一段时间，同时消费者或是做出购买决定，或是等待更合适 的价格。目前，业界正在加速以低成本制作足以存储发电厂产电量级别的第一代大容量储能电池。与此同时，由于电能难以大量存储，发电厂生产的大部 分电能几乎需要随发随用，以免过度的电能输送或突发的电能损失导致线路功率不平衡而造成损坏（或进一步引发停电故障）。 其次，电力的输送方式很特殊。为了寻求更低的成本，许多商品都可以通过多种方式进行运输。买方和卖方的运输选择可以从空运到海运到陆运，从普通 托运到不同运输方式下的特殊托运 ...

Core Insights - Sichuan's energy sector shows significant growth in installed capacity and clean energy generation, with total installed power capacity reaching 147 million kilowatts, a year-on-year increase of 10.1%, and electricity generation hitting 2,342 billion kilowatt-hours [1][2] - The share of clean energy generation capacity has increased by approximately 1 percentage point year-on-year, with natural gas production maintaining its position as the highest in the country, accounting for about 23% of national output [3][4] - The average industrial and commercial electricity price has decreased by 0.5 cents per kilowatt-hour year-on-year, with coal prices also showing a significant decline of over 10% [4][5] Group 1: Energy Supply and Capacity - Total installed power capacity in Sichuan reached 147 million kilowatts, with a notable increase in solar power capacity, which grew by 110.8% year-on-year [2] - The construction of high-capacity transmission lines and substations has enhanced the overall power supply capability by 6.55 million kilowatts [2] - The province has established coal storage capabilities of 2.9 million tons, with plans to increase this to over 8 million tons [3] Group 2: Price Trends - The average industrial electricity price decreased by 0.5 cents per kilowatt-hour, with a more pronounced drop of 4.5 cents in June compared to the previous year [4] - Natural gas prices have also seen a slight decline, influenced by lower import prices for liquefied natural gas [4] - The average coal price has dropped significantly, with the highest decline observed in Xinjiang coal prices, which fell by over 18% [4] Group 3: Innovation and Coordination - Sichuan has implemented a "five coordination" mechanism to enhance energy supply efficiency, integrating electricity, water, gas, coal, and weather management [5] - The province has pioneered a competitive bidding mechanism for hydropower, thermal power, and renewable energy, leading to a reduction in market transaction prices [5][6] - Optimization of electricity dispatching has resulted in a 5.3% increase in hydropower generation and a 6.8% decrease in coal power generation [6] Group 4: Future Directions - Sichuan aims to address structural bottlenecks in energy supply while promoting a low-carbon transition, focusing on increasing the share of renewable energy and enhancing grid interconnectivity [7] - The province has exceeded national targets for renewable energy consumption, with renewable energy accounting for 75% of total electricity consumption [7] - Ongoing efforts will include the transformation of coal-fired power plants for energy efficiency and carbon reduction [7]

Group 1 - The core viewpoint of the articles highlights the importance of environmental performance ratings for companies, which directly impacts their production capabilities during periods of heavy pollution [1][2][3] - The city of Hebi has successfully implemented a performance grading system, resulting in the addition of 117 new A and B level enterprises in 2024, leading the province in both application numbers and approval rates [1][2] - Companies achieving higher environmental performance ratings, such as A and B levels, gain greater autonomy in production during heavy pollution periods, thus ensuring production continuity and enhancing customer trust [2][3] Group 2 - The performance grading system evaluates companies based on various environmental indicators, categorizing them into four levels: A, B, C, and D, with higher ratings allowing for more flexible production options during pollution events [2] - Companies that have improved their environmental ratings, like Nuoxin Electronics, have experienced significant benefits, including a 20% increase in production capacity and an additional revenue of over 20 million yuan in the first quarter compared to the same period in 2024 [3] - The shift in perception of environmental protection from a cost to a competitive advantage is encouraging more companies to pursue higher performance ratings, with a target of adding at least 50 new A and B level enterprises by the end of 2025 [3]

人民日报北京8月2日电 国家能源局发布的全国电力工业统计数据显示：截至6月底，全国累计发电装机 容量36.5亿千瓦，同比增长18.7%。其中，太阳能发电装机容量11.0亿千瓦，同比增长54.2%；风电装机 容量5.7亿千瓦，同比增长22.7%。 今年1至6月，全国新增发电装机容量29332万千瓦。其中，太阳能发电新增21221万千瓦，风电新增5139 万千瓦，火电新增2578万千瓦，水电新增393万千瓦。（记者丁怡婷） ...

截至2025年8月1日收盘，福能股份（600483）报收于9.45元，较上周的9.56元下跌1.15%。本周，福能 股份7月30日盘中最高价报9.62元。7月31日盘中最低价报9.42元。福能股份当前最新总市值262.72亿 元，在电力板块市值排名26/103，在两市A股市值排名632/5149。 公司公告汇总 本周关注点 福能股份关于控股股东及其一致行动人权益变动触及1%刻度暨增持计划进展的提示性公告权益变动方 向为比例增加，变动前合计比例55.87%，变动后56.05%，未违反承诺且未触发强制要约收购义务。控 股股东为福建省能源集团有限责任公司，一致行动人包括福建省福能兴业股权投资管理有限公司、福建 省永安煤业有限责任公司和福煤（漳平）煤业有限公司。2025年6月26日披露增持计划，控股股东及其 一致行动人拟6个月内增持A股股份，金额不低于1亿元不超过2亿元。2025年6月30日首次增持，截至 2025年7月29日，累计增持497.1920万股，占总股本0.18%。截至目前，累计持有股份由155,333.3711万 股增至155,830.5631万股，比例由55.87%增至56.05%，触及1%刻度。本次 ...

Core Insights - The article highlights the significant increase in electricity demand across various regions in China due to sustained high temperatures and the impact of new technologies and industries on power consumption [1][2][9]. Group 1: Electricity Demand Trends - In Jiangsu, electricity load reached a historical high of 1.528 million kilowatts on July 7, 2023, surpassing last year's peak by 575 thousand kilowatts [1]. - The peak electricity load this year occurred over 20 days earlier than last year, consistently remaining above 1.4 million kilowatts [1]. - Increased use of air conditioning and the booming ice-making industry have significantly contributed to the rise in electricity demand [1][2]. Group 2: Industry Contributions - The internet data service sector has become a major contributor to electricity consumption, with the largest computing center in Jiangsu doubling its power usage since the beginning of the year [2]. - New data companies are replacing air-cooled systems with more efficient liquid cooling systems, further increasing electricity demand [3]. Group 3: Power Supply Management - Many companies have not received notifications to adjust production schedules during peak electricity demand, allowing them to maintain normal operations [5]. - New energy storage systems have been effectively utilized, with 7 million kilowatts of power released within 5 minutes during peak times [6][7]. - The installed capacity of new energy storage in China has exceeded 91 million kilowatts, a 24-fold increase over five years, enhancing the grid's ability to manage peak loads [7]. Group 4: Renewable Energy Integration - China's renewable energy capacity has surpassed 1.6 billion kilowatts, making it the largest power source in the country [9]. - In an industrial park in Liyang, distributed solar power installations of 60,000 kilowatts have achieved over 95% utilization, supplementing grid power during peak demand [10]. - Clean energy, including renewables, accounted for 35.2% of total electricity generation in the first half of the year, an increase of 2.1 percentage points from the previous year [10].

(责编：胡永秋、杨光宇) 关注公众号：人民网财经 本报北京8月2日电 （记者丁怡婷）国家能源局发布的全国电力工业统计数据显示：截至6月底，全国累 计发电装机容量36.5亿千瓦，同比增长18.7%。其中，太阳能发电装机容量11.0亿千瓦，同比增长 54.2%；风电装机容量5.7亿千瓦，同比增长22.7%。 今年1至6月，全国新增发电装机容量29332万千瓦。其中，太阳能发电新增21221万千瓦，风电新增5139 万千瓦，火电新增2578万千瓦，水电新增393万千瓦。 《 人民日报 》（ 2025年08月03日 01 版） ...

Core Viewpoint - Wuhan has successfully implemented the first virtual power plant precise response reward in Central China, addressing the rapid increase in electricity load due to high temperatures [1][2]. Group 1: Implementation and Impact - The peak electricity load in Wuhan reached 17.7415 million kilowatts on July 7, breaking historical records, with further increases expected [1]. - The establishment of the Wuhan Virtual Power Plant Management Center was authorized to initiate precise load regulation through market mechanisms [1]. - On July 8, three virtual power plant operators adjusted approximately 15,000 kilowatts of electricity load, earning a total of about 45,000 yuan in response rewards [1]. Group 2: Government and Market Collaboration - The Wuhan government has introduced the "Implementation Details for Virtual Power Plant Precise Response," promoting a model of government-led, grid-built, and multi-party participation [2]. - The annual budget for precise response rewards is estimated at 10 million yuan, with the July 8 response marking the first reward in Central China [2]. - The virtual power plant serves as a platform connecting power load resource aggregators and the government, facilitating a transition from government actions to market behaviors [2]. Group 3: Future Developments - The State Grid Wuhan Electric Power Company aims to lead energy transition through innovative practices, including the development of an intelligent control system for virtual power plants [2]. - In rural areas, the company is promoting the first "Rural Energy Revolution Demonstration Village," integrating photovoltaic income with circular economy development [2].