证券日报网讯 9月5日晚间，国投电力发布公告称，公司2025年第五次临时股东会审议通过了《关于增 补董事的议案》《关于增补独立董事的议案》。 （文章来源：证券日报） ...

Group 1 - China Shenhua plans to acquire equity stakes in 13 companies from the State Energy Group through issuing A-shares and cash payments, covering coal, pit coal power, and coal chemical industries, including several large coal mine assets [1] - In its 2024 Environmental, Social, and Governance (ESG) report, China Shenhua reported an environmental investment of 3.768 billion yuan and a comprehensive energy consumption of 2.87 tons of standard coal per 10,000 yuan of output value [1] - The company aims to focus on green low-carbon development in the power sector, supported by low-carbon technology research and a combination of clean energy substitution, energy-saving and emission reduction technologies, and carbon asset management to promote its carbon peak action strategy [1] Group 2 - During an earnings call, the company’s executive director and general manager stated that the overall goal for carbon peak and carbon neutrality is to reach peak carbon dioxide emissions before 2030 and strive for carbon neutrality before 2060, with mid-term and short-term targets set accordingly [3] - The acquisition of coal, pit coal power, and coal chemical assets will significantly enhance the company's asset scale, which will have a substantial impact on energy consumption and carbon emissions [3] - After the acquisition is completed, the company will adjust and optimize its management targets based on actual business conditions [3]

9月5日至8日，2025全球工业互联网大会在辽宁沈阳启幕。作为已连续举办六届的行业盛会，该大会已成为全球 工业互联网领域极具影响力的综合性平台，汇聚全球智慧，共探产业发展新路径。 在人工智能应用领域，国网辽宁电力积极布局、稳步推进，成效显著。严格依据电力"人工智能"白皮书，精心构 建"6541"顶层设计体系，以光明电力大模型为核心打造创新生态。目前，已在经营管理、生产运行等关键领域打 造60余项成熟应用场景，为电力行业智能化转型与新质生产力发展注入强劲动力。与此同时，该公司前瞻性规划 建设新一代机房，其中通算机房采用先进的风冷磁悬浮技术，智算机房则运用高效的液冷技术，两大机房的建成 将充分满足未来10 年电力行业对算力的持续需求，为数字化发展筑牢算力底座。 国网辽宁省电力有限公司(以下简称"国网辽宁电力")作为国家电网有限公司的代表企业盛装参会，以"能聚势 数智 行"为主题，展示该公司工业互联网创新成果，旨在以数字智能汇聚新势能，以创新实践驱动新未来，全方位展 现该公司以数字化推动新型电力系统建设的创新实践。本次国网辽宁电力的展位面积210平方米，展区布局精心 规划、特色鲜明，设有"光明电力大模型"主题展区， ...

智通财经APP讯，华电国际电力股份(01071)发布公告，该公司将于2025年12月31日派发中期股息每股 0.09元。 ...

华电国际（600027）电力股份(01071)发布公告，该公司将于2025年12月31日派发中期股息每股0.09元。 ...

Investment Rating - The report suggests a positive investment outlook for the nuclear power sector, particularly focusing on small modular reactors (SMR) as a key energy solution for AI data centers and other high-energy demand technologies [5][34]. Core Insights - The North American core data center market has doubled in size since 2020, with vacancy rates dropping to approximately 2% and 70% of the 8GW under construction already pre-leased, indicating a supply gap that may persist until 2027 [17]. - The report highlights a significant increase in gas turbine price indices, with a year-on-year growth of 4.43% and a month-on-month increase of 3.8% as of July 2025, driven by tight supply-demand dynamics [19]. - The average spot price of uranium globally was reported at $75.13 per pound in July 2025, reflecting a 6% increase from the previous month, while heavy rare earth prices also showed upward trends [4]. Summary by Sections Global Infrastructure and Construction Equipment - The North American data center market has seen a substantial increase in size, with a vacancy rate of about 2% and a projected supply gap extending to 2027 [17]. - Companies are locking in capacity 18-24 months in advance, with rental rates increasing at a compound annual growth rate of 12% over three years [17]. Global Electrical and Intelligent Equipment - The gas turbine price index has shown significant growth, with a year-on-year increase of 4.43% and a month-on-month increase of 3.8% as of July 2025 [19]. - The report anticipates that the future growth of the gas turbine market in the U.S. will be driven primarily by the development of AI data centers [22]. Global Energy Industry - TVA is partnering with ENTRA1 to deploy six SMR power plants, aiming to add up to 6GW of new installed capacity, which could power approximately 4.5 million homes or 60 new data centers [32][33]. - The U.S. government is taking steps to accelerate the approval process for nuclear power deployment, with plans to significantly increase nuclear capacity by 2050 [35]. Global New Materials - The report notes that the average spot price of uranium was $75.13 per pound in July 2025, marking a 6% increase from the previous month [4]. Global Defense and Aerospace - The report indicates a stable recovery in the aerospace sector, with increased defense spending and modernization needs, suggesting potential investment opportunities in companies like BAE Systems and Howmet Aerospace [6].

智通财经APP讯，华电国际电力股份(01071)发布公告，李兴春因个人工作原因，已提出辞任公司第十届 董事会独立非执行董事(独立董事)、董事会审计委员会委员、董事会提名委员会(提名委员会)委员及董 事会薪酬与考核委员会委员职务，上述辞任将自公司股东大会选举产生新任独立董事之日起生效。 董事会已于2025年9月5日举行的第十届董事会第二十六次会议上审议并一致同意于股东大会上提呈一项 普通决议案以审议及批准建议选举黄克孟为独立董事，任期自该股东大会结束时起至第十届董事会任期 届满之日止，届时可重选连任。 ...

董事会已于2025年9月5日举行的第十届董事会第二十六次会议上审议并一致同意于股东大会上提呈一项 普通决议案以审议及批准建议选举黄克孟为独立董事，任期自该股东大会结束时起至第十届董事会任期 届满之日止，届时可重选连任。 华电国际（600027）电力股份(01071)发布公告，李兴春因个人工作原因，已提出辞任公司第十届董事 会独立非执行董事(独立董事)、董事会审计委员会委员、董事会提名委员会(提名委员会)委员及董事会 薪酬与考核委员会委员职务，上述辞任将自公司股东大会选举产生新任独立董事之日起生效。 ...

（记者 曾健辉） 截至发稿，安靠智电市值为58亿元。 每经头条（nbdtoutiao）——烤肉店里洗头、西湖边开面包店、进军高端酒店……海底捞"不务正业"背 后：子品牌存活率不足50% 每经AI快讯，安靠智电（SZ 300617，收盘价：34.7元）9月5日晚间发布公告称，江苏安靠智电股份有 限公司于2025年9月5日召开第五届董事会第十五次会议，审议通过了《关于回购股份集中竞价减持计划 的议案》，根据公司于2022年9月16日披露的《回购股份报告书》之用途约定，同意公司以集中竞价方 式减持已回购股份实施期限为自发布减持公告之日起15个交易日后的3个月内，拟减持回购股份不超过 约167万股，减持价格根据减持时的二级市场价格确定。 2024年1至12月份，安靠智电的营业收入构成为：电力行业占比98.78%，其他业务占比1.22%。 ...

截至发稿，华银电力市值为142亿元。 每经头条（nbdtoutiao）——烤肉店里洗头、西湖边开面包店、进军高端酒店……海底捞"不务正业"背 后：子品牌存活率不足50% （记者 张喜威） 每经AI快讯，华银电力（SH 600744，收盘价：6.99元）9月5日晚间发布公告称，截至本公告披露日， 公司股东湖南能源集团有限公司持有大唐华银电力股份有限公司股份约1.69亿股，约占公司总股本的 8.34%。相关股份为公司2015年以发行股票购买资产的方式取得。湖南能源拟通过集中竞价方式减持所 持有的公司股份合计不超过约2031万股，不超过公司总股本的1%，即在任意连续90个日内，通过集中 竞价交易方式减持股份不超过公司总股本的1%。若在减持计划实施期间公司有派息、送股、资本公积 金转增股本、增发、配股等除权除息事项，则对相关减持股份数量进行相应调整。 2025年1至6月份，华银电力的营业收入构成为：电力行业占比97.53%，其他行业占比2.47%。 ...