（编辑 楚丽君） 证券日报网讯 2月10日，华电国际在互动平台回答投资者提问时表示，公司已获核准及在建机组均已在 最新定期报告相关章节中完整披露。公司主营业务为建设、经营发电厂，盈利主要来源于火电、水电等 核心业务板块。公司将持续夯实主业、提升价值。 ...

证券日报网讯 2月10日，华电国际在互动平台回答投资者提问时表示，公司严格贯彻落实国务院国资委 关于市值管理的有关要求，聚焦主责主业，持续提升经营质量与核心竞争力；全面提高信息披露质量， 主动开展业绩说明会、投资者调研等沟通活动；开展中期分红，健全市值管理长效机制。公司始终坚持 依法合规，以高质量发展推动市值管理工作，切实维护全体股东权益。 （编辑 楚丽君） ...

| 专家证书编号0106886 | | | --- | --- | | 来 | 11 | 2026年1月底，山西省能源局再次通报11名评标专家因"不按照招标文件规定的评标标准和方法评标"被暂停资格六个月。这已是山西省在短短两个多月内 公布的第三批违规评标专家名单。 这些专家参与的不是普通项目，而是山西省重点能源工程——山煤河曲低热值煤发电工程和天镇100MW光伏发电EPC总承包项目。这些项目投资巨大、 技术复杂，评标专家的公正性直接关系到工程质量和公共安全。 01 违规专家与涉事项目 根据山西省发改委官网披露的信息，此次被暂停资格的11名评标专家分为两组。白某东等6人参与了山煤河曲2×350MW低热值煤发电工程厂外输煤系统圆 管带式输送机及附属设备采购与安装项目的评标。 田某国等5人则涉及山西国际能源集团新能源投资管理有限责任公司天镇100MW光伏发电EPC总承包项目。这两个项目在山西省能源领域均有重要地位。 低热值煤发电是山西省煤炭产业转型升级的重点方向，而光伏发电则是新能源发展的关键领域。这些项目的评标专家本应是项目质量的"守门人"，却未能 按照招标文件规定的标准和方法履行评标职责。 02 评标乱象的常见 ...

宋宏坤一行实地查看了12398热线中心工作现场，听取了 12398热线投诉举报 新制度 实施一年来 投诉举报处理情况的汇报， 就做好春节期间民 生用能保障、 12398热线投诉举报等工作，与国家能源局相关司、部分派出机构和电网企业有关负责同志进行深入座谈交流。 宋宏坤指出， 12398热线是国家能源局联系群众、服务民生的 重要 窗口 。 12398热线 新制度 运行 一年以来，总体运转 平稳有效 ，投诉举报办 理 效能显著提 升 ， 民生纽带 作用 有效巩固 ， 热线的公信力和社会认可度 进一步增强。 下一步，各单位 要深入研究制度运行中的堵点难点 ， 不断健全投诉处理机制，优化投诉工作流程，推动制度运行更加规范；要坚持和发展新时代 "枫桥经验"，不断提升基层治理水平，着力强化投诉处 理质效；要强化科技赋能，积极推进大数据、人工智能等技术应用，提升热线服务智能化水平。 宋宏坤强调，各单位要 充分认识春节期间做好保暖保供工作的重要意义，对于人民群众的用能诉求，要 加强服务引导，优化人员配置， 提高处理 效率，提升工作质量， 着力解决好人民群众用能急难愁盼问题 ； 要进一步完善应急预案，提高应急处置能力 ， 加强 ...

证券之星消息，截至2026年2月10日收盘，申能股份(600642)报收于8.4元，上涨0.36%，换手率0.35%， 成交量17.26万手，成交额1.45亿元。 2月10日的资金流向数据方面，主力资金净流出408.65万元，占总成交额2.82%，游资资金净流出564.56 万元，占总成交额3.9%，散户资金净流入973.22万元，占总成交额6.72%。 近5日资金流向一览见下表： 申能股份2025年三季报显示，前三季度公司主营收入209.32亿元，同比下降6.44%；归母净利润33.15亿 元，同比上升1.04%；扣非净利润31.69亿元，同比上升7.85%；其中2025年第三季度，公司单季度主营 收入79.74亿元，同比下降8.27%；单季度归母净利润12.38亿元，同比上升13.64%；单季度扣非净利润 12.85亿元，同比上升17.37%；负债率54.23%，投资收益15.18亿元，财务费用7.18亿元，毛利率 22.84%。申能股份（600642）主营业务：电力、石油天然气的开发建设和经营管理,作为能源项目开发 主体,公司提供电力、石油、天然气项目的勘探开发、投资建设、运营维护以及节能环保技术、燃料 ...

江苏新能（603693）(603693.SH)发布公告，公司拟向不特定对象发行可转换公司债券，募集资金总额 不超过12.4亿元(含)，扣除发行费用后的募集资金净额将用于：连云港青口盐场渔光一体化发电项目、 补充流动资金。 ...

智通财经APP讯，江苏新能(603693.SH)发布公告，公司拟向不特定对象发行可转换公司债券，募集资 金总额不超过12.4亿元(含)，扣除发行费用后的募集资金净额将用于：连云港青口盐场渔光一体化发电 项目、补充流动资金。 ...

Investment Rating - The report assigns an "Outperform" rating to the company, marking its first coverage [5]. Core Insights - The company is positioned as the only green hydrogen energy platform under the State Power Investment Corporation, with a dual-track development strategy focusing on "New Energy +" and "Green Hydrogen Energy" [1][13]. - The company has a total installed capacity of 14.44 million kilowatts as of 2024, with a significant portion (76.9%) coming from wind and solar energy [1][17]. - The profitability of coal-fired power is expected to stabilize due to improvements in the pricing mechanism, transitioning from a single pricing model to a two-part pricing model, which will reduce revenue volatility [1][38]. - The company is actively developing its green hydrogen business, leveraging abundant wind and solar resources to produce green hydrogen and ammonia, with several projects already in operation or under construction [2][14]. Financial Projections - The projected net profits for the company from 2025 to 2027 are estimated at 533 million, 809 million, and 907 million yuan, respectively, with a significant year-on-year growth rate expected in 2026 [3][4]. - The earnings per share (EPS) for the same period are forecasted to be 0.15, 0.22, and 0.25 yuan, with corresponding price-to-earnings (PE) ratios of 47.1, 31.0, and 27.7 [3][4]. - The absolute valuation of the company's stock is estimated to be between 7.89 and 8.24 yuan, indicating a premium of 14% to 19% over the current stock price of 6.92 yuan [3][5]. Revenue and Profitability - The company's revenue is projected to decline slightly in the coming years, with a forecasted revenue of 12.69 billion yuan in 2025, reflecting a decrease of 7.6% from the previous year [4]. - The net profit margin is expected to experience fluctuations, with a significant drop in 2025 due to various market factors, but is anticipated to recover in subsequent years [3][24]. - The company’s operating cash flow is showing signs of improvement, with a net cash flow of 5.16 billion yuan in the first three quarters of 2025, indicating a positive trend in cash management [30][32]. Market Trends - The renewable energy market is advancing towards a more market-oriented pricing mechanism, which is expected to enhance the profitability of new energy projects [2][60]. - The company is well-positioned to benefit from the increasing demand for green hydrogen and ammonia, driven by international regulations and market trends favoring low-carbon solutions [2][54].

Core Viewpoint - A group of A-share companies is distributing dividends before the Spring Festival, with a total payout exceeding 19 billion yuan, reflecting a shift from financing to shareholder returns [1][3][9] Dividend Distribution Overview - From February 9 to February 13, a total of 35 A-share companies announced dividend distributions, with a total cash payout of 19.027 billion yuan [3][9] - The highest dividend payout is from Changjiang Electric Power, proposing a distribution of 5.138 billion yuan, followed by CITIC Securities and Darentang with payouts of 4.298 billion yuan and 1.888 billion yuan respectively [3][9] - Six companies are distributing over 1 billion yuan, with the main sectors involved being electric power, food and beverage, and non-bank financial services [1][3] Company Performance and Dividend Sustainability - Many companies that are distributing dividends have reported positive earnings, with CITIC Securities and Changjiang Electric Power both showing revenue growth of over 20% [9] - The trend of companies announcing dividends, including those that are newly listed or have not previously issued interim dividends, indicates a growing emphasis on shareholder returns [1][5][11] - The sustainability of dividends is highlighted as a key concern, with investors advised to consider cash flow and profitability to support dividend payments [2][11] Industry Trends - The recent dividend announcements are part of a broader trend where A-share companies are increasingly adopting a culture of regular dividends, moving from "soft advocacy" to "hard constraints" under new regulations [11][12] - The distribution of dividends is seen as a reflection of company value rather than a mere financial maneuver, with a call for a rational dividend culture that aligns with the lifecycle of the business [11][12]

近日，北京市发展改革委正式批复内官庄110千伏输变电工程，旨在进一步完善区域网架结构，提高供 电能力和供电可靠性，助力首都经济社会高质量发展。 项目概况 精准保障重大项目与民生用电。项目将重点保障中国民航大学新校区、礼贤站TOD综合开发项目、临 空经济区起步区安置房等重大民生及产业项目的用电需求。随着临空经济区建设全面提速，区域电力负 荷持续快速增长，该项目的实施将直接强化区域主干网架结构，有效提升供电能力和可靠性。 赋能新兴产业，推动产业发展。该项目采用先进的有载调压变压器及智能调控系统，可实现电力供需精 准匹配，为航空物流、数字经济等新兴产业发展提供坚实能源保障。新增的40回10千伏出线能力可灵活 适配重点项目的多元化用电需求，同步满足周边新建社区及公共服务设施的供电需要。 支撑智慧能源建设，助力新能源发展。投运后，内官庄变电站将成为区域智慧能源系统的关键节点，为 新能源汽车充电网络、分布式能源接入提供重要支撑。通过与周边电网形成高效协同的智能供电网络， 显著提升区域电网运行效率和供电质量，为临空经济区高质量发展注入持久可靠的能源动力，助力打造 北京南部现代化智慧能源示范区，在服务首都"四个中心"建设中发 ...