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投资投产开工忙 上市公司开足马力抢开局
Core Viewpoint - The beginning of 2026 marks a significant year for economic development in China, with A-share listed companies actively engaging in various projects, signaling confidence and vitality for high-quality growth throughout the year [2]. Group 1: Investment and Project Announcements - Companies such as Qiaoyin Co. have won contracts for urban sanitation projects worth approximately 1.225 billion yuan, while Xusheng Group received a notification for a 7.8 billion yuan project from a North American electric vehicle manufacturer [2]. - Fulin Precision's subsidiary plans to invest 8.7 billion yuan in a project to produce 500,000 tons of high-end lithium iron phosphate for energy storage [2][4]. - Guizhou Tire announced plans to invest 299 million USD in a tire manufacturing project in Morocco, expected to generate annual sales of 183 million USD and profits of approximately 40.87 million USD [3]. - New materials and energy sectors are seeing significant investments, with companies like Dongfang Zircon and Fulin Precision expanding their production capabilities in battery-grade materials [4]. Group 2: Order Wins and Market Expansion - A-share companies are securing large orders across various sectors, including infrastructure and new energy, reflecting the vitality of these industries [5]. - Jingong Steel Construction won a bid for a project in Hangzhou worth 824 million yuan, marking a strategic shift towards total contracting [6]. - Xusheng Group, a core supplier for Tesla, received a long-term contract worth approximately 7.8 billion yuan for supplying components, indicating strong recognition of its capabilities [6]. Group 3: Production and Operational Updates - Companies are entering a phase of production and operational ramp-up, with several projects moving into the production stage [8]. - Zhongmin Resources announced the completion of a project to upgrade its lithium salt production line, increasing its annual capacity to 71,000 tons [8]. - Precision Technology successfully launched its first carbon fiber production line, marking a significant step in domestic production capabilities [8].
国电电力发展股份有限公司关于召开2026年第一次临时股东会的通知
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600795 证券简称:国电电力 公告编号:临2026-01 国电电力发展股份有限公司 ● 股东会召开日期:2026年1月27日 (一)股东会类型和届次 2026年第一次临时股东会 (二)股东会召集人:董事会 (三)投票方式:本次股东会所采用的表决方式是现场投票和网络投票相结合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间:2026年1月27日 14点00分 关于召开2026年第一次临时股东会的通知 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: 至2026年1月27日 采用上海证券交易所网络投票系统,通过交易系统投票平台的投票时间为股东会召开当日的交易时间 段,即9:15-9:25,9:30-11:30,13:00-15:00;通过互联网投票平台的投票时间为股东会召开当日的9:15- 15:00。 (六)涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投票,应按照《上海证券 交易所上市公司自律监管指引第1号 一 规范运作 ...
全国首个“沙戈荒”大基地短期平衡市场成功转入连续结算试运行
据介绍,庆东直流配套风、光、火等电源类型积极参与短期平衡市场,试运行期间累计实现各类电源互 调电量4.8亿千瓦时,消除了新能源、火电与中长期交易曲线的偏差,保障了"沙戈荒"大基地稳定外 送。 此外,该短期平衡市场在国网公司"统一市场,两级运作"市场构架下建设,机制上有序衔接省间现货、 辅助服务等省间市场,试运行期间,在中长期交易的基础上,支援全国度冬保供1.49亿千瓦时,增发新 能源0.51亿千瓦时,促进了资源大范围优化配置。 1月1日0时,全国首个"沙戈荒"大基地短期平衡市场——庆东直流"沙戈荒"大基地配套电源短期平衡市 场完成首月结算试运行,转入连续结算试运行。 此次整月结算试运行自2025年12月1日开始,31天未间断,期间市场运行平稳、结果合理,达到预期成 效。 "'沙戈荒'短期平衡市场立足于充分发挥配套电源内部调节能力的定位,为'沙戈荒'大基地参与市场贯通 了从年度、月度到日前、实时的全时间周期路径,是全国统一电力市场的重要组成部分。"国网西北分 部调控中心主任任景介绍,该分部还将陆续推动中衡、坤渝等"沙戈荒"大基地启动短期平衡市场结算试 运行。 ...
长江电力大宗交易成交50.00万股 成交额1372.00万元
两融数据显示,该股最新融资余额为100.14亿元,近5日增加1.63亿元,增幅为1.65%。(数据宝) 1月6日长江电力大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | (万股) | (万元) | (元) | 溢价(%) | | | | | | | | 广发证券股份有 | 招商证券股份有限公司北京 | | 50.00 | 1372.00 | 27.44 | 0.00 | 限公司总部 | 景辉街证券营业部 | (文章来源:证券时报网) 长江电力1月6日大宗交易平台出现一笔成交,成交量50.00万股,成交金额1372.00万元,大宗交易成交 价为27.44元。该笔交易的买方营业部为广发证券股份有限公司总部,卖方营业部为招商证券股份有限 公司北京景辉街证券营业部。 进一步统计,近3个月内该股累计发生3笔大宗交易,合计成交金额为1.19亿元。 证券时报·数据宝统计显示,长江电力今日收盘价为27.44元,上涨0.59%,日换手率为0.31%,成交额为 20.20亿元,全天主力资金净 ...
闽东电力:公司已在下属闽电新能源公司运营的福宁船舶光伏项目中配置储能设备
Zheng Quan Ri Bao Wang· 2026-01-06 13:48
证券日报网讯 1月6日,闽东电力(000993)在互动平台回答投资者提问时表示,公司积极拓展投资渠 道,充分发挥电力主业优势,探索投资新型业态的能源综合利用项目。目前,公司已在下属闽电新能源 公司运营的福宁船舶光伏项目中配置储能设备。此外,公司已完成收购宁德时代(300750)全资子公司 时代绿色能源所持福建润时海上风电有限公司3%股权,该公司负责宁德深水A区海上风电场项目开 发,具体内容详见公司2023年12月22日公告。 ...
川投能源:公司通过派驻董事方式参与雅砻江的经营管理决策
Zheng Quan Ri Bao· 2026-01-06 13:41
证券日报网讯 1月6日,川投能源在互动平台回答投资者提问时表示,公司作为参股股东,通过派驻董 事方式参与雅砻江的经营管理决策,持续关注参股公司的来水情况、电价及生产经营动态,同时督促雅 砻江公司强化电力营销工作,优化交易策略,积极应对电价波动等市场变化。 (文章来源:证券日报) ...
川投能源:整体平均电价能否保持稳定核心取决于当年枯水期与主汛期的电量及电价占比情况
Zheng Quan Ri Bao· 2026-01-06 13:40
证券日报网讯 1月6日,川投能源在互动平台回答投资者提问时表示,在分水期签约模式下,枯水期电 价优于丰水期电价,整体平均电价能否保持稳定,核心取决于当年枯水期与主汛期的电量及电价占比情 况,具体生产经营数据请关注公司后续发布的生产经营快报。 (文章来源:证券日报) ...
云南省持续推动环保设施向公众开放 打造公众参与生态环境治理新模式
Xin Lang Cai Jing· 2026-01-06 13:19
Core Viewpoint - Since 2025, public access to environmental protection facilities has been promoted in Yunnan Province, allowing families and students to experience the role of technology in pollution reduction and carbon neutrality, serving as a window to observe the achievements of building a beautiful China and a practical measure to strengthen ecological environment governance [1][5]. Group 1: Public Engagement and Education - Yunnan Province has included 100 units in the national public access list for environmental protection facilities, forming an open structure that includes both traditional and new categories of facilities [3][10]. - The integration of online and offline activities has created immersive participation experiences, such as university students observing wastewater treatment processes and thousands of online viewers interacting through live streaming platforms [3][5]. - Environmental education is emphasized to extend beyond classrooms into real-life experiences, allowing students to understand the significance of environmental protection through hands-on activities [7][12]. Group 2: Digital Transformation and Open Access - The province has been advancing public access to environmental facilities by innovating open formats and expanding participation scenarios, transitioning from passive acceptance to active experience [5][14]. - The implementation of a digital management system, including the use of a mini-program for public access, allows for integrated management of information dissemination, appointment scheduling, and data reporting [12][14]. - The expansion of open access to new categories of facilities, such as petrochemical and power industries, marks a shift from end-of-pipe treatment to comprehensive prevention, enabling the public to learn about low-carbon production processes [10][14].
南网数字:“电鸿”物联操作系统是公司基于国家开源体系研发的国内首个电力物联操作系统
Zheng Quan Ri Bao Wang· 2026-01-06 13:12
证券日报网1月6日讯,南网数字(301638)在接受调研者提问时表示,"电鸿"物联操作系统是公司基于 国家开源体系研发的国内首个电力物联操作系统。目前主要是销售"电鸿"系列核心模组、提供定制 化"电鸿"特性行业组件的技术服务。公司将持续积极构建"电鸿"生态,通过开放的技术平台和合作机 制,拓展公司智能硬件终端产品及软件系统在电网领域的市场份额。 ...
南网能源:公司遵循会计核算谨慎性原则,充分评估公司各项金融资产的信用风险
Core Viewpoint - The company emphasizes its adherence to the principle of prudence in accounting, particularly in assessing credit risks associated with its financial assets, including accounts receivable and other receivables [1] Group 1: Financial Asset Management - The company evaluates credit risks of its financial assets and makes provisions for credit impairment losses accordingly [1] - Provisions for bad debts are reflected in the financial statement under the "accounts receivable" item [1] Group 2: Specific Financial Impact - The credit impairment loss for the biomass company in 2024 amounts to 76,867,023.87 yuan, primarily due to the adjustment of accounts receivable provisions based on the reduction of renewable energy price subsidies for biomass power generation projects [1]