Core Viewpoint - Beijing Keri Group Co., Ltd. has approved an investment plan to increase capital in its wholly-owned subsidiary and to construct a distributed photovoltaic power station, aiming to enhance its competitive edge in the energy market [1][2]. Group 1: Investment and Project Details - The total investment for the photovoltaic power station project is approximately 17 million yuan, with the subsidiary receiving a capital increase of no more than 5.1 million yuan from the parent company [1]. - The project will be located within the premises of YunGu (Gu'an) Technology Co., Ltd. and will prioritize supplying electricity to this company at a discounted rate [1]. Group 2: Board Meeting and Approval - The board meeting was held on May 30, 2025, with all 9 directors present, and the investment proposal was unanimously approved with 9 votes in favor [2].

Core Viewpoint - The company, Yinxing Energy, is focusing on expanding its distributed photovoltaic projects and enhancing operational efficiency through smart management systems, while aligning with the carbon neutrality goals of its parent company, Chalco Group [1][3][4]. Company Performance - As of May 30, 2025, Yinxing Energy's stock closed at 5.49 yuan, a 1.29% increase from the previous week, with a total market capitalization of 5.04 billion yuan [1]. - The company has completed nine out of eighteen approved distributed photovoltaic projects, achieving an investment return rate of approximately 10% for its Helan Mountain project [1][4]. Strategic Initiatives - The company is accelerating the construction of distributed photovoltaic projects to meet the green energy demands of Chalco Group, with a focus on carbon reduction and cost efficiency [1][3]. - A smart operation and maintenance center has been established to enhance the management of wind farms, aiming for a new operational model that reduces costs and improves efficiency [1][5][11]. Market and Policy Environment - The company is closely monitoring changes in electricity trading policies to adapt its project production plans and marketing strategies, thereby enhancing investment returns [2][5]. - Recent policies from the National Development and Reform Commission and the National Energy Administration are expected to promote sustainable development in the renewable energy sector [4][5]. Future Outlook - The company plans to continue its efforts in upgrading old wind turbines and expanding distributed photovoltaic projects, leveraging the green transformation strategies of Chalco Group [3][8]. - There are no current plans for overseas market expansion, but the company remains committed to developing its renewable energy business [10].

证券代码：600395 证券简称：盘江股份 编号：临 2025-025 贵州盘江精煤股份有限公司 关于新能源发电项目的进展公告 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。 贵州盘江精煤股份有限公司（以下简称"公司"）通过子公司共投资建设 新能源发电项目装机 377 万千瓦，截至 2025 年 5 月 30 日，已实现并网容 量 296 万千瓦。现将相关进展情况公告如下： 一、盘江新能源发电（关岭）有限公司 盘江新能源发电（关岭）有限公司共投资建设新能源发电项目装机 205 万千瓦，截至本公告披露日，已实现并网容量 172 万千瓦。 二、盘江新能源发电（盘州）有限公司 盘江新能源发电（盘州）有限公司共投资建设新能源发电项目装机 46 万千瓦，截至本公告披露日，已实现全容量并网。 三、盘江新能源发电（镇宁）有限公司 盘江新能源发电（镇宁）有限公司共投资建设新能源发电项目装机 15 万千瓦，截至本公告披露日，已实现并网容量 11 万千瓦。 四、盘江新能源发电（安顺西秀）有限公司 盘江新能源发电（安顺西秀）有限公司共投资建设新能源 ...

Overall Requirements - The article defines "green electricity direct connection" as a model where renewable energy sources like wind and solar power supply electricity directly to a single user without going through the public grid, ensuring clear physical traceability of the supplied electricity [2][3] - The development goal is to meet the green energy needs of enterprises and enhance the local consumption of renewable energy, adhering to principles of safety, environmental friendliness, and responsibility sharing [2][3] Strengthening Planning Guidance - New loads can be paired with renewable energy projects, and existing loads can engage in green electricity direct connection after fulfilling renewable energy fund obligations [3] - Provincial energy authorities should ensure orderly development of green electricity direct connection projects, incorporating them into energy and land use planning [4] Encouraging Model Innovation - The main responsibility for green electricity direct connection projects lies with the load, allowing various entities, including private enterprises, to invest in these projects [5] - Agreements must be established between different investment entities regarding power facility construction, ownership, operation, and settlement [5] Strengthening Operational Management - Safety management measures must be strictly implemented to ensure stable operation of green electricity direct connection projects [7] - Projects should be equipped with necessary protective and control devices to avoid impacting the stability of the public grid [8] Clarifying Responsibility Interfaces - Clear safety responsibility interfaces must be established between green electricity direct connection projects and the public grid, ensuring both parties fulfill their respective safety risk management responsibilities [9] - Projects should balance internal generation and load to ensure power exchange with the public grid does not exceed declared capacity [9] Transaction and Pricing Mechanism - Green electricity direct connection projects should participate in the electricity market as a whole, following registration rules and settling based on power exchange with the public grid [11] - Projects must pay relevant fees according to national regulations and ensure proper metering and settlement practices [12] Strengthening Organizational Support - The National Development and Reform Commission and the National Energy Administration will guide the green electricity direct connection model and monitor project implementation [12] - Provincial energy authorities should refine specific requirements based on local conditions to promote orderly development of green electricity direct connection projects [12]

盘江股份（600395）公告，公司通过子公司共投资建设新能源发电项目装机377万千瓦，截至2025年5月 30日，已实现并网容量296万千瓦。具体包括：盘江新能源发电(关岭)有限公司投资建设205万千瓦，已 实现并网容量172万千瓦；盘江新能源发电(盘州)有限公司投资建设46万千瓦，已实现全容量并网；盘 江新能源发电(镇宁)有限公司投资建设15万千瓦，已实现并网容量11万千瓦；盘江新能源发电(安顺西 秀)有限公司投资建设11万千瓦，已实现全容量并网；盘江新能源(普定)有限公司投资建设100万千瓦， 已实现并网容量57万千瓦。 ...

Core Viewpoint - The financial support from Industrial and Commercial Bank of China (ICBC) plays a crucial role in the development of the Gannan Tibetan Autonomous Prefecture's economy, particularly in supporting local enterprises and industries [1][3][6]. Group 1: Financial Support to Local Enterprises - ICBC has been providing financial support to Hualing Dairy Co., a leading enterprise in the yak milk industry in Gannan, since its establishment in 1999, with a current financing balance of 98 million yuan [3]. - The bank has also supported the Shanyuan Ethnic Handicraft Co., which received a 3 million yuan inclusive loan, enhancing its production and sales capabilities [6]. - ICBC's Gannan branch has established good relationships with 12 "specialized, refined, characteristic, and innovative" enterprises, providing a total financing of 119 million yuan to 8 of these companies, achieving a financing coverage rate of 66.7% [6]. Group 2: Agricultural and Industrial Development - The Caijiao Modern Agricultural Planting Co. has benefited from a 1 million yuan "Planting e-loan" from ICBC, addressing its funding shortages for mushroom cultivation [8]. - Gannan's agricultural product industry chain is supported by the Jiuku E-commerce Co., which has received a 3 million yuan "specialized and refined loan" to meet its increasing funding needs as order volumes grow [10]. Group 3: Renewable Energy Initiatives - ICBC is actively supporting renewable energy projects in Gannan, including a 3.5 billion yuan credit line for the construction of a 100MW "pastoral photovoltaic" project by Xihe Guoneng New Energy Development Co. [11]. - The bank has already disbursed 55.4 million yuan for this project, indicating a strong commitment to supporting the region's energy development [11]. Group 4: Strategic Financial Initiatives - ICBC's Gannan branch emphasizes the importance of its "five major articles" strategy, which aligns with national development goals and aims to enhance the quality of financial services to the real economy [11].

Group 1 - The core viewpoint of the news highlights the significant growth of renewable energy capacity in Jiuquan, with the total installed capacity exceeding 40 million kilowatts, of which over 80% is from renewable sources [2][3] - Jiuquan is recognized as a key area for renewable energy development in China, benefiting from abundant wind and solar resources, and has transformed from a resource-rich city to a strong energy city [3][11] - The Jiuquan Power Supply Company is actively promoting the development of renewable energy projects and enhancing the integration of renewable energy with the power system, aiming for high-quality growth in the renewable energy industry [5][6] Group 2 - Since the 14th Five-Year Plan, Jiuquan has issued indicators for three batches of national large-scale renewable energy projects, with a total installed capacity of 13.8 million kilowatts [7] - The company is collaborating with local governments and renewable energy enterprises to ensure safe grid access for renewable energy and is focused on building a new type of power system [7][9] - Jiuquan is leveraging its resource advantages to foster a cluster of renewable energy equipment manufacturing, with the industrial output value expected to exceed 23 billion yuan by 2024 [11][13] Group 3 - The establishment of the first "source-grid-load-storage" innovation consortium in Jiuquan aims to enhance the development of renewable energy and storage systems [13] - The company is exploring various integration models for renewable energy and storage, while also working on projects to improve the reliability of power supply in the region [13] - Jiuquan is positioned as a crucial hub for renewable energy and equipment manufacturing, contributing to national goals of carbon peak and carbon neutrality [10][14]

文 | 中关村储能产业技术联盟 5月29日，内蒙古自治区发展改革委、内蒙古自治区能源局发布关于印发 《深化蒙东电网新能源 上网电价市场化改革实施方案》 的通知（以下简称《方案》）。 2024年蒙东电力市场交易新能源电量占比已达91%以上，为深化新能源上网电价市场化改革创 造了坚实基础和有利条件。方案指出，推动新能源上网电价全面由市场形成，完善现货交易机制 和中长期交易机制，并 明确了新能源项目上网的电量规模、机制电价、执行期限、结算方式。 中长期交易按工作日连续开展，允许供需双方结合新能源出力特点，合理确定中长期合同的量 价、曲线等内容，并根据实际灵活调整。完善绿色电力交易政策， 申报和成交价格应分别明确 电能量价格和相应绿证价格。 电量规模、机制电价、执行期限 2025年6月1日前投产的新能源存量项目 电量规模： 衔接目前具有保障性质的上网电量规模确定，保持该部分电量收益基本稳定。 一是 分布式光伏、分散式风电、扶贫光伏等项目的实际上网电量； 二是 现货市场连续运行前，带补 贴集中式风电、带补贴集中式光伏、风电供热试点项目、风电特许权项目继续按照 790小时、 635小时、1900小时、1900小时 对应的 ...

文 | 中关村储能产业技术联盟 近日，国家发展改革、国家能源局印发《关于有序推动绿电直连发展有关事项的通知》（发改能源 〔2025〕650号），探索创新新能源生产和消费融合发展模式，促进新能源就近就地消纳。 定义： 文件提到， 本文所指的绿电直连是指风电、太阳能发电、生物质发电等新能源 不直接接入公共电 网，通过直连线路向单一电力用户供给绿电， 可实现供给电量清晰物理溯源的模式。其中，直连线 路是指电源与电力用户直接连接的专用电力线路。 分类： 按照负荷是否接入公共电网分为 并网型和离网型 两类。并网型项目作为整体接入公共电网，与公 共电网形成清晰的物理界面与责任界面，电源应接入用户和公共电网产权分界点的用户侧。 投资主体： 鼓励模式创新。绿电直连项目原则上 由负荷作为主责单位 。包括民营企业在内的各类经营主体( 不 含电网企业 )可投资绿电直连项目。 项目电源可由负荷投资，也可由发电企业或双方成立的合资公 司投资，直连专线原则上应由负荷、电源主体投资。 项目电源和负荷不是同一投资主体的，应签订 多年期购电协议或合同能源管理协议，并就电力设施建设、产权划分、运行维护、调度运行、结算 关系、违约责任等事项签订协 ...

Group 1 - *ST Jinguang (600190) will be subject to mandatory delisting due to major violations, with trading suspension starting from May 30, 2025 [2] - The company was found to have inflated profits through false trade activities and misreporting, with inflated profits of 36.10 million yuan in 2022, 68.09 million yuan in 2023, and 15.38 million yuan in Q1 2024 [2] - The stock will enter a delisting transition period for 15 trading days after the delisting decision, followed by a five-day period before being officially delisted [2] Group 2 - Central state-owned enterprises (SOEs) are accelerating market value management, with several companies releasing market value management systems [4] - Local and enterprise-level efforts are expected to enhance the pace of market value management, particularly for low-priced and low-market-cap companies, by the second half of 2025 [4] - 16 potential stocks have been identified based on criteria of stock price below 8 yuan and market capitalization below 8 billion yuan [5] Group 3 - Jishi Media, a local state-owned enterprise, is focusing on strategic emerging industries and digital transformation to enhance its asset scale and profitability [5][6] - The company reported a revenue of 499 million yuan in Q1, a year-on-year increase of 23.14%, marking the highest growth rate since its listing [7] - The company is actively collaborating on digital infrastructure projects to boost its capabilities in various sectors [6] Group 4 - Two potential stocks, Liyuan New Energy and ST Chenming, have seen continuous institutional buying over the past two years, with significant net purchases recorded [8] - Liyuan New Energy focuses on wind and solar power generation, with a notable increase in social security fund holdings [8]