香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性 亦不發表任何聲明，並表明不會就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致之任何 損失承擔任何責任。 CONCORD NEW ENERGY GROUP LIMITED 協合新能源集團有限公司* (於百慕達註冊成立之有限公司) (股份代碼: 182) 權益發電量公告 Concord New Energy Group Limited（協合新能源集團有限公司*）（「本公司」，連同其附 屬公司「本集團」）董事會宣佈本集團2025年9月之權益發電量。 本集團2025年9月權益發電量如下（單位：GWh）： | | 2025 9 | 年 | 月 | 年 2024 | 月 9 | 同比增長 | 年 2025 | 1-9 | 月 | 年 2024 | 月 1-9 | 同比增長 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 風電 | 472.98 | | | 570.55 | | -17.10% | 5,50 ...

Company Summary - Hewei Electric (SH 603063) announced on October 9 that as of September 30, 2025, it has repurchased approximately 15,000 shares, accounting for 0.0033% of the total share capital, with a maximum and minimum repurchase price of 33.5 CNY per share, totaling around 500,000 CNY in funds paid [1][1][1] - As of the report date, Hewei Electric has a market capitalization of 16.3 billion CNY [1][1][1] Industry Summary - In the fiscal year 2024, Hewei Electric's revenue composition is as follows: 80.45% from the renewable energy generation sector, 17.78% from other sources, and 1.76% from additional business activities [1][1][1]

中国银河证券发布研报称，新型储能装机的持续增长，有望增强电力系统调节能力，进一步打开新能源 消纳空间。综合来看自发自用电量仍有望对绿电直连项目构成经济性上的利好，刺激新能源发电开拓用 户侧应用场景，减轻来自大电网的擎时。近期可再生能源补贴发放加快+各省136号文逐步落地+新型储 能建设加码打开消纳空间+绿电直连开拓用户侧应用场景四重催化下，重视新能源运营商的价值重估。 与此同时，关注火电、水电、核电等传统电源可靠性和灵活性价值的持续兑现。 ...

Core Viewpoint - The report highlights the successful completion of China's first ship-based green methanol refueling operation at Ningbo Zhoushan Port, marking a significant milestone in the development of green fuel capabilities in the region [3]. Market Review - In September, the CSI 300 Index rose by 3.20%, while the public utility index increased by 0.41% and the environmental index by 0.77%. The relative monthly returns for these indices were -2.80% and -2.43% respectively [2]. - Among the 31 primary industry sectors, public utilities and environmental sectors ranked 13th and 11th in terms of growth. The environmental sector saw a 0.77% increase, while the electricity sector's thermal power rose by 2.34%, and hydropower fell by 3.08% [2]. Important Events - The successful refueling of the "COSCO Shipping Libra" with 230 tons of green methanol at Ningbo Zhoushan Port signifies the port's capability to handle LNG, biofuels, and methanol, enhancing its status as an international hub [3]. - This operation involved collaboration between China Ship Fuel, Zhejiang Port Group, and Ningbo Zhoushan Port Group, utilizing seven specialized methanol transport tankers and explosion-proof refueling equipment [3]. Investment Strategy - Public Utilities: Recommendations include Huadian International for thermal power, Longyuan Power and Three Gorges Energy for renewable energy, and China Nuclear Power for stable nuclear power operations [4][5]. - Environmental Sector: Focus on companies like China Everbright Environment and Zhongshan Public Utilities, as well as opportunities in the domestic waste oil recycling industry due to upcoming EU SAF policies [5].

资料显示，华电新能源集团股份有限公司位于北京市西城区宣武门内大街2号B座9层，成立日期2009年 8月18日，上市日期2025年7月16日，公司主营业务涉及风力发电、太阳能发电为主的新能源项目的开 发、投资和运营。主营业务收入构成为：电力销售98.99%，其他0.65%，租赁0.37%。 截至7月16日，华电新能股东户数251.05万，较上期增加16736673.33%；人均流通股997股，较上期增加 0.00%。2025年1月-6月，华电新能实现营业收入199.97亿元，同比增长15.90%；归母净利润62.40亿元， 同比增长0.54%。 责任编辑：小浪快报 9月30日，华电新能跌0.16%，成交额4.03亿元。两融数据显示，当日华电新能获融资买入额4169.23万 元，融资偿还8464.51万元，融资净买入-4295.27万元。截至9月30日，华电新能融资融券余额合计7.03 亿元。 融资方面，华电新能当日融资买入4169.23万元。当前融资余额7.03亿元，占流通市值的4.39%。 融券方面，华电新能9月30日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0. ...

项目投入使用后，预计每年可提供740万度绿色电能，相当于节约标准煤约2200吨，减少二氧化碳排放 约5800吨。 （文章来源：科技日报） 据介绍，该系统采用"传统电网+光伏发电"并行供电的方式。当火车运行时，光伏发电系统产生的电能 经过智能调节后，汇入铁路供电网络。系统中还配备了储能设备，在太阳能发电过多或列车制动时，可 将多余电能储存起来，在用电高峰时再释放使用，实现"削峰填谷"，提高能源利用效率。 目前，包神铁路已完成6座牵引变电所和1座分区所的升级，建成覆盖303公里的协同供能示范工程。该 系统可实现光伏发电接入铁路电网、回收利用制动能量、平衡用电负荷等功能。 记者日前获悉，我国首个"新能源+重载铁路"融合供能系统——国家能源集团包神铁路"网—源—储— 车"协同供能系统正式建成并投入运行。这一系统成功实现新能源发电与铁路供电的深度融合，为轨道 交通绿色用电提供了新方案。 我国西北地区阳光充足，非常适合发展光伏发电。而轨道交通用电量巨大，约占全社会总用电量的 2%。如何将太阳能安全稳定地用于铁路运行，包神铁路集团进行了新的尝试。 ...

Core Viewpoint - The company, Suihengyun A, reported asset damage to its solar projects due to Typhoon "Hagupit," with estimated losses potentially exceeding 10% of its projected net profit for 2024 [1][2]. Group 1: Impact of Typhoon - The typhoon caused damage to various components of the 500MW fish-solar complementary photovoltaic project, including modules, inverters, and support structures [1]. - The company has initiated damage assessment and insurance claims to mitigate the financial impact of the losses [3]. Group 2: Project Details - The 500MW project, located in Taishan, covers nearly 6,500 acres and has a total static investment of approximately 2.16 billion [2]. - The first phase of the project (200MW) began in 2019, with Suihengyun A holding a 60% stake, while the second phase (300MW) started in 2020, with a 55% stake [2]. Group 3: Financial Performance - The first phase generated revenue of 93 million and a net profit of 34.42 million, while the second phase achieved revenue of 132 million and a net profit of 46.28 million [3]. - Overall, the revenue contribution from these projects to Suihengyun A's total revenue is relatively low [3]. Group 4: Emergency Response - Prior to the typhoon, the company activated its emergency response mechanism, implementing preventive measures and forming a rescue team [3]. - Post-typhoon, the company has begun recovery efforts, including damage cleanup and maintenance [3].

Core Viewpoint - Yunnan Province has initiated a comprehensive market-oriented reform of renewable energy pricing, marking a significant step towards the marketization of electricity pricing in the region [1] Group 1: Policy Implementation - The implementation plan issued by Yunnan's Development and Reform Commission, Energy Bureau, and Energy Regulatory Office aims to fully integrate renewable energy projects into the electricity market [1] - All renewable energy project electricity generation will enter the market, with prices determined through market transactions [1] - A price difference settlement mechanism will be established for cases where the mechanism price is above or below the market average, with costs shared among all commercial and industrial users [1] Group 2: Project Classification and Pricing Mechanism - The plan distinguishes between existing and new projects, with existing projects transitioning smoothly under current policies, while new projects will have their mechanism prices determined through competitive bidding [1] - The mechanism price for new projects will have a defined execution period of 12 years, after which prices will be determined by market transactions [1] Group 3: Market Dynamics - The core logic of the plan emphasizes "comprehensive marketization," indicating that renewable energy generation will no longer benefit from preferential pricing policies [1] - This reform follows the 2021 market-oriented reform of coal-fired electricity pricing, intensifying competition between renewable energy and traditional energy sources like coal [1][2] Group 4: Impact on Businesses - The new pricing mechanism will lead to increased price volatility, challenging companies' decision-making and operational capabilities [2] - Companies will need to focus more on project cost-effectiveness and market demand when making investment decisions [2]

Core Insights - The construction of the Kubuqi Base ultra-high voltage transmission channel officially commenced on September 29, marking the full implementation phase of the largest sand and desert wind and solar power base in China's 14th Five-Year Plan [1][3] - Once completed, the Kubuqi Base is expected to deliver approximately 36 billion kilowatt-hours of electricity annually to the Beijing-Tianjin-Hebei region, with 60% of this energy coming from clean sources [1][3] Project Details - The transmission channel utilizes ±800 kV ultra-high voltage direct current technology, starting from Dalad Banner in Ordos, Inner Mongolia, passing through Shanxi Province, and ending in Cangzhou, Hebei Province, covering a total length of 699 kilometers [3] - The Kubuqi Base project plans to construct 8 million kilowatts of solar power and 4 million kilowatts of wind power, along with 4 million kilowatts of supporting coal power and 5 million kilowatt-hours of new energy storage facilities [3] Environmental and Ecological Impact - The project adheres to the principle of "ecology first, sand control as the main focus," employing a comprehensive management model of "power generation on panels, restoration below panels, and planting between panels" [3] - A three-tier protective system has been established, including high vertical sand barriers, grass grids, and ecological restoration beneath solar panels, creating a three-dimensional ecological barrier that achieves dual benefits of power generation and sand control [3] - To date, approximately 300,000 acres of desertified land have been treated, with expectations to exceed 1.5 million acres by the end of the 15th Five-Year Plan, resulting in an estimated annual electricity generation of nearly 140 billion kilowatt-hours, saving about 42 million tons of standard coal and reducing carbon dioxide emissions by approximately 100 million tons [3]

Core Insights - Tibet has successfully initiated its first cross-regional green electricity transaction with Shanghai, delivering 7.85 million kilowatt-hours, which is expected to reduce coal consumption by 24,100 tons and cut CO2 emissions by 60,100 tons [1] - The development of renewable energy in Tibet has accelerated, with a target for renewable energy capacity to exceed 50% by the end of 2024, establishing a clean energy system dominated by renewables [1] Renewable Energy Development - Since the 14th Five-Year Plan, Tibet has focused on developing hydropower, solar, and wind energy, effectively alleviating electricity shortages during winter and spring [1] - The Batong Hydropower Station, with a total capacity of 750,000 kilowatts, has an average annual generation of 3.375 billion kilowatt-hours, sufficient to power 1.75 million households for a year [2] - The largest solar-storage power station in Tibet, Huaneng Jiawa Phase I, has a capacity of 250,000 kilowatts and a storage system that can output 200,000 kilowatt-hours for 4 hours at night [2] Wind Power Projects - The Huadian Qusong Duosui Wind Power Project has a total capacity of 40 megawatts and is expected to reduce CO2 emissions by approximately 74,400 tons annually [3] - The Aizhu 100-megawatt wind power project, located at an average altitude of 5,050 meters, aims to meet the electricity needs of about 230,000 people annually [3] Grid Infrastructure and Reliability - The completion of the Ali interconnected project in December 2020 has improved the reliability of electricity supply in Tibet to 99.6% [4] - The 500 kV transmission and transformation project in Lhasa, set to be operational by December 2024, will enhance the high-voltage grid structure [5] - The Qinghai-Tibet DC Phase II expansion has doubled the transmission capacity between Qinghai and Tibet to 1.2 million kilowatts, addressing winter electricity shortages [5] Electricity Consumption Growth - In the first seven months of 2025, Tibet's total electricity consumption reached 9.773 billion kilowatt-hours, marking a year-on-year increase of 13.33%, the highest growth rate in the country [5]