数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，百川畅银(河南)智慧能源有限公司成立，法定代表人 为谢振超，注册资本1000万元，经营范围包含：许可项目：发电业务、输电业务、供(配)电业务；供电 业务；供暖服务；建设工程施工；输电、供电、受电电力设施的安装、维修和试验；电气安装服务；建 筑劳务分包(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)一般项目：合同能源管理；热力生产和供应；供冷服务；对外承包工程；园林 绿化工程施工；普通机械设备安装服务；土石方工程施工；大数据服务；网络与信息安全软件开发；租 赁服务(不含许可类租赁服务)；机械设备租赁；碳减排、碳转化、碳捕捉、碳封存技术研发；工程和技 术研究和试验发展；发电技术服务；风力发电技术服务；电力行业高效节能技术研发；资源再生利用技 术研发；余热发电关键技术研发；大气污染治理；土壤污染治理与修复服务(除依法须经批准的项目 外，凭营业执照依法自主开展经营活动)。天眼查APP股权穿透显示，该公司由百川畅银全资持股。 ...

7月30日数据显示，江苏新能主力资金净流出445.71万元，占流通市值的0.04%。公司当前市盈率为 18.52倍，市净率为1.80倍。 风险提示：股市有风险，投资需谨慎。本文所提及股票仅供信息参考，不构成任何投资建议。 江苏新能7月30日股价报13.60元，较前一交易日下跌0.06元，跌幅0.44%。当日成交量为60754手，成交 金额达0.83亿元，振幅1.68%。 江苏新能是江苏省属新能源发电企业，主要从事风能、太阳能和生物质能等新能源项目的投资开发及运 营管理。公司业务涵盖新能源发电项目的投资建设、电力生产销售、新能源技术研发等领域。 ...

2030年新能源装机有望突破30亿千瓦 ——国网能源研究院发布《中国新能源发电分析报告2025》 当前，我国新能源装机已超越煤电，跃居全国第一大电源，新能源从"生力军"蜕变为"主力军"的时代已 全面开启。 7月下旬，国网能源研究院发布的《中国新能源发电分析报告2025》（以下简称《报告》）对我们新能 源发展做出预测，到2030年，新能源装机规模有望突破30亿千瓦，将在现有基础上实现翻番。 规模引领与结构优化并举 过去一年，我国新能源产业在装机规模与发电量上实现了双突破，展现出强劲的发展势头。2024年，我 国新能源新增装机高达3.6亿千瓦，占全国新增电源装机的83%，风电、太阳能发电装机规模分别已连 续15年、10年稳居全球首位，占全球比重分别约45.8%和46.9%。 装机规模的跨越式增长，同步带动发电量的跃升。《报告》显示，2024年，我国新能源发电量达1.84万 亿千瓦时，同比增长25%，对全国发电量增长的贡献率突破60%，占总发电量的比重升至18.5%，标志 着新能源已成为实质性的电量增量主体。 系列成果的背后，是地方层面新能源应用的深度推进。据国网能源研究院数据，青海、甘肃、河北等25 个省份新能源 ...

Investment Rating - The report maintains an "Overweight" rating for the renewable energy generation industry, indicating a positive outlook for high-quality development driven by multiple factors [1]. Core Insights - The renewable energy generation industry is expected to experience high-quality development due to the implementation of market-oriented reforms by the National Development and Reform Commission and the National Energy Administration [2][15]. - The capacity for renewable energy consumption is set to improve with initiatives such as the construction of smart microgrid projects and shared energy storage stations [2][23]. - The completion of ultra-high voltage power grids will facilitate the long-distance transmission of electricity, enhancing the consumption of renewable energy [2][27]. - Continuous efforts to address historical subsidy arrears are anticipated to improve the accounts receivable situation for renewable energy companies [2][28]. Summary by Sections 1. Building a New Energy System to Support Renewable Energy Development - The construction of a new energy system is progressing steadily, with significant goals set for renewable energy capacity by 2025 [9]. - Policy support is expected to promote high-quality development in the renewable energy sector, with a focus on large-scale wind and solar projects [11][12]. 2. Multiple Factors Enhancing Efficiency in the Renewable Energy Generation Industry - A series of measures are anticipated to enhance the capacity for renewable energy consumption, including the establishment of intelligent microgrids and virtual power plants [2][24]. - The ongoing resolution of subsidy arrears is expected to positively impact the financial health of renewable energy companies [2][28]. 3. Investment Recommendations and Key Company Analysis - The report suggests focusing on companies such as Three Gorges Energy, Longyuan Power, Xintian Green Energy, and Solar Energy, which are well-positioned to benefit from the industry's growth [2][36]. - Three Gorges Energy is recognized for its significant installed capacity in wind and solar energy, maintaining a leading position in the offshore wind sector [38][39]. - Longyuan Power is noted for its large-scale project development and innovative technologies in the renewable energy space [40][41]. - Xintian Green Energy is expanding its wind resource reserves and enhancing its natural gas business, indicating robust growth potential [43][44]. - Solar Energy leverages its central enterprise brand advantage and resource strengths to provide comprehensive solar solutions [45][46].

Group 1 - The A-share market showed mixed performance on July 30, with the Shanghai Composite Index rising strongly while the ChiNext Index experienced slight declines. The ChiNext New Energy ETF, Huaxia (159368), saw a 0.79% increase yesterday but adjusted slightly today. The stock Yunda Co. received a patent authorization, boosting its share price and injecting local vitality into the sector [1] - In the first half of this year, China's lithium-ion battery exports reached $34.102 billion (approximately 245 billion RMB), marking a year-on-year increase of 25.14% and setting a historical high for the same period, reversing the export decline seen in 2024 [1] - Domestic new energy installation capacity also demonstrated strong growth. According to the State Grid Energy Research Institute's "China New Energy Power Generation Analysis Report 2025," by the end of 2024, China's cumulative new energy installed capacity is expected to reach 1.41 billion kilowatts, a year-on-year increase of 33.9%, accounting for 42% of the total installed capacity in the country, surpassing coal power to become the largest power source [1] Group 2 - The ChiNext New Energy ETF, Huaxia (159368), is the first ETF in the market tracking the ChiNext New Energy Index, which covers various sectors including batteries, photovoltaics, and semiconductors, indicating high elasticity and strong growth potential [2] - The management fee for the ChiNext New Energy ETF is 0.15%, and the custody fee is 0.05%, totaling only 0.2%, making it the lowest fee among similar products, facilitating quick investment opportunities for investors [2] - Investors are encouraged to continuously monitor future investment opportunities in the new energy sector, given the promising growth outlook [2]

Core Insights - In June 2025, a total of 5,236 new registered renewable energy generation projects were added nationwide, excluding distributed photovoltaic projects [1] - Among these, there were 55 wind power projects, 5,150 photovoltaic projects (including 119 centralized photovoltaic projects and 5,031 commercial and industrial distributed photovoltaic projects), and 31 biomass power projects [1] Summary by Category - **Wind Power Projects** - 55 new wind power projects were registered in June 2025 [1] - **Photovoltaic Projects** - 5,150 photovoltaic projects were added, which includes: - 119 centralized photovoltaic projects - 5,031 commercial and industrial distributed photovoltaic projects [1] - **Biomass Power Projects** - 31 new biomass power projects were registered [1]

来源：金融界 中诚信国际认为，中电建新能源集团股份有限公司信用水平在未来12~18个月内将保持稳定。 2025年7月29日，中诚信国际公布评级报告，中电建新能源集团股份有限公司2024年面向专业投资者公 开发行可续期公司债券(第一期)跟踪评级获"AAA"评级。 本次跟踪维持主体及债项上次评级结论，主要基于中电建新能源集团股份有限公司（以下简称"电建新 能源"或"公司"）股东背景强且支持力度大、装机具备规模优势且区域布局广泛、全部为新能源机组、 项目储备丰富、盈利和营运现金流水平表现较好、资本实力不断增强及融资渠道多元且畅通等方面的优 势。同时中诚信国际也关注到公司平均上网电价呈下降趋势、新能源机组利用效率和整体消纳情况有待 改善、债务规模较大且持续攀升及未来存在一定投资压力等因素对其经营和整体信用状况造成的影响。 ...

人民财讯7月30日电，企查查APP显示，近日，湖州市天毅新能源有限公司成立，法定代表人为周毅， 注册资本为200万元，经营范围包含：发电业务、输电业务、供(配)电业务；太阳能发电技术服务；风 力发电技术服务；电池制造；电池销售等。企查查股权穿透显示，该公司由天能股份间接全资持股。 ...

Core Insights - The report from the State Grid Energy Research Institute indicates that by the end of 2024, China's cumulative installed capacity of renewable energy will reach 1.41 billion kilowatts, a year-on-year increase of 33.9%, surpassing coal power to become the largest power source in the system [1] - Renewable energy generation capacity continues to grow rapidly, with wind power installed capacity at 520 million kilowatts and solar power at 890 million kilowatts, maintaining the world's leading position for 15 and 10 consecutive years respectively [1] - The share of renewable energy in total power generation has exceeded 18%, contributing over 60% to the growth in total power generation in 2024 [1] Installed Capacity and Generation - By the end of 2024, the newly added installed capacity of renewable energy will be 360 million kilowatts, accounting for 83% of the total new installed capacity in the country [1] - The total renewable energy generation in 2024 is projected to be 1.84 trillion kilowatt-hours, representing a 25% year-on-year increase [1] - Renewable energy utilization remains high, maintaining over 95% for seven consecutive years, supported by improvements in the power system and market [1] Grid Infrastructure and Market Adaptation - To enhance the optimization of renewable energy resources, China has strengthened the construction of grid integration and transmission projects, with 42 ultra-high voltage transmission channels completed by the end of 2024 [2] - The balancing and regulation capabilities of the power system have improved, with a focus on deep peak regulation of thermal power and enhanced energy storage utilization [2] - The construction of a unified national electricity market is accelerating, with market transactions for renewable energy reaching 956.9 billion kilowatt-hours in 2024, accounting for 52.3% of renewable energy generation [3] Future Growth Projections - The report anticipates that the scale of renewable energy development will continue to grow rapidly, with annual new installed capacity expected to reach between 430 million and 500 million kilowatts this year [4] - During the 14th Five-Year Plan period, renewable energy is projected to maintain an average annual growth of 300 million kilowatts [4] - By 2030, the installed capacity of renewable energy is expected to exceed 3 billion kilowatts, effectively doubling the current scale [4]

Core Viewpoint - The article highlights the rapid development of clean energy in Fujian Province, focusing on the transition from a single hydropower reliance to a diversified clean energy system that includes nuclear, wind, solar, and gas, achieving 100% clean energy consumption [1][3][5]. Energy Structure Transformation - Fujian has shifted from relying solely on hydropower to a multi-energy complementary system, with hydropower accounting for 32.9% of clean energy installed capacity [2][3]. - The province's clean energy installed capacity reached 56.7% by April 2025, with a generation share of 53.6% [1]. - The water resources in Fujian, particularly the Min River, provide a significant hydropower potential, with the Wukou Hydropower Station contributing 170 billion kilowatt-hours over 30 years [2]. Smart Grid Empowerment - The construction of a smart energy internet has enhanced Fujian's ability to absorb clean energy, utilizing advanced predictive technologies and AI algorithms to achieve a 95.8% accuracy in power forecasting [5][6]. - The province's smart grid system has successfully managed peak loads and extreme weather events, demonstrating resilience and adaptability [5][6]. Innovation Cluster Emergence - The Fujian Sanxia Offshore Wind Power International Industrial Park has become a hub for leading companies in the wind energy sector, generating an output value of approximately 6 billion yuan [9]. - The establishment of a national offshore wind power research and testing base has accelerated technological advancements in wind turbine manufacturing [10]. Green Electricity Value Transformation - Fujian has seen a significant increase in green electricity trading, with a total of 1.949 billion kilowatt-hours traded in 2024, marking a 154% year-on-year growth [14][15]. - The province is actively promoting green electricity consumption among enterprises and expanding the range of projects participating in green electricity trading [15][16].