公司方面，据华西证券表示 配网/虚拟电厂：东方电子； 据央视财经8月21日报道，国家能源局今天对外发布了7月全社会用电量，达1.02万亿千瓦时，同比增长 8.6%。比十年前翻了一番，相当于东盟国家全年的用电量。突破万亿千瓦时大关，属全球首次。 报道指出，河南、陕西、山东等省居民生活用电量同比增长超过30%。从7月数据来看，新能源占比显 著提升，风电、太阳能、生物质发电量快速增加，占比接近总量的四分之一，体现出我国能源绿色转型 的步伐正在加快。 点评：华西证券指出，2023年国家电网电网投资额超5200亿元，2024年超6000亿元，2025年预计超6500 亿元，投资力度持续加大。加大电网投资包括建设特高压、提升区域电网互联互通能力、部署智能电网 技术等是促进新能源消纳、提升电力系统灵活性和韧性，将为新型电力系统建设提供重要支撑。 华泰证券指出，在新能源大规模并网和新型电力系统加速建设的背景之下，国家通过多项政策对电网调 度能力的优化提出了明确要求。 如2024年12月发布的《电力系统调节能力优化专项行动实施方案（2025-2027年）》要求电力调度机构 通过智能化改造实现各类调节资源分级精细化管理。 在分布 ...

格隆汇8月22日丨根据联交所最新权益披露资料显示，2025年8月20日，中广核电力(01816.HK)获中信证券资产管理有限公司在场内以每股均价3.1547港元增 持1044.6万股，涉资约3295.4万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | --- | | | 原因 股份數目 | | | ( 請参関上述 * 註 有投票權股 期 (日 / 月 / 份權益 | | | | | | 份自分比 年) | | | | | | (% | | CS20250821E00003 | 中信证券资产管理有限公司 1101(L) | 10,446,000(L) | HKD 3.1547 | 1,350,069,000(L) 12.09(L)20/08/2025 | | 股份代號: | 01816 | | --- | --- | | 上市法國名稱: | 中國廣核電力股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 22/07/20 ...

吉电股份（SZ 000875，收盘价：5.32元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约65.69亿元，同比减少4.63%；归属于上市公司股东的净利润约7.26亿元，同比减少33.72%；基本每股 收益0.2元，同比减少48.72%。 （文章来源：每日经济新闻） ...

郴电国际（SH 600969，收盘价：7.59元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约19.57亿元，同比增加1.26%；归属于上市公司股东的净利润约2592万元，同比增加29.55%；基本每股 收益0.07元，同比增加29.39%。 （文章来源：每日经济新闻） ...

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 48.3亿 | 41.55 亿 | -13.99% | | 归母浄利润（元） | 14.37 乙 | 11.88 Z | -17.37% | | 扣非净利润(元) | 14.42 Z | 26.11 | -17.51% | | 货币资金(元) | 14.18亿 | 12.5亿 | -11.86% | | 应收账款(元) | 23.41亿 | 23.58亿 | 0.71% | | 有息负债(元) | 222.94亿 | 226.39亿 | 1.55% | | 毛利率 | 48.95% | 49.43% | 0.98% | | 净利率 | 34.00% | 32.84% | -3.39% | | 三费占营收比 | | | | | 每股净资产 (元) | 2.18 | 2.23 | 1.94% | | 每股收益(元) | 0.18 | 0.15 | -16.67% | | 每股经营性现金流(元) | 0.37 | 0.37 | 0.88% | 财务报表中对有大幅变动的财务 ...

2025年8月22日 tial and 点击蓝字 关注" 中国电力报 " ▲ 近日,中国电力企业联合会2024年度风电、光伏全国 生产运行统计指标对标结果公布，其中，华电新疆公司 管辖32个新能源场站获评行业优胜场站。图为雪湖风电 场。 高翔 摄 01 行业新闻 ●中国月度用电量首破万亿大关，全球属首次。据央视财经消息，全社会用电量7月历史性突破万亿千瓦时大关，这在全球也属首次。国家能源局今天对 外发布了7月全社会用电量，达1.02万亿千瓦时，同比增长8.6%。比十年前翻了一番，相当于东盟国家全年的用电量。多轮高温天气与工业生产稳中向 好，共同带动用电量较快增长。查看详情→ ●国家能源局：7月份全社会用电量同比增长8.6%。8月21日，国家能源局发布7月份全社会用电量等数据。7月份，全社会用电量10226亿千瓦时，同比增 长8.6%。从分产业用电看，第一产业用电量170亿千瓦时，同比增长20.2%；第二产业用电量5936亿千瓦时，同比增长4.7%；第三产业用电量2081亿千瓦 时，同比增长10.7%；城乡居民生活用电量2039亿千瓦时，同比增长18.0%。查看详情→ ●前7个月国家铁路发送煤炭11.96亿吨。 ...

Core Viewpoint - The company reported stable revenue but a significant decline in profit due to various operational challenges, while continuing to focus on strategic development in the energy sector [1] Financial Performance - For the first half of 2025, the company achieved operating revenue of 4.896 billion yuan, which is approximately flat year-on-year [1] - The total profit amounted to 112 million yuan, with a net profit attributable to shareholders of 47.93 million yuan [1] Strategic Focus - The company aims to become a leading comprehensive energy listed company based on power distribution and sales, optimizing the electricity business environment [1] - It completed a record high power distribution volume of 6.802 billion kilowatt-hours during the reporting period [1] Operational Challenges - The decline in operating performance was attributed to factors such as reduced water inflow in the river basins of its hydropower stations, decreased investment income from affiliated enterprises, and tax payments from previous years [1] Development Initiatives - The company is committed to developing large projects and focusing on major users, with investments exceeding 1.277 billion yuan in integrated energy projects [1] - It is also working on enhancing its power generation capacity through multi-energy complementarity [1]

Core Insights - Ganneng Co., Ltd. reported a main revenue of 3.031 billion yuan for the first half of 2025, a year-on-year decrease of 1.53% [1] - The net profit attributable to shareholders reached 438 million yuan, reflecting a year-on-year increase of 29.39% [1] - The company's net profit excluding non-recurring items was 444 million yuan, up 31.84% year-on-year [1] Financial Performance - In Q2 2025, the company achieved a single-quarter main revenue of 1.561 billion yuan, an increase of 12.81% year-on-year [1] - The single-quarter net profit attributable to shareholders for Q2 was 245 million yuan, showing a significant rise of 81.47% year-on-year [1] - The single-quarter net profit excluding non-recurring items for Q2 was 251 million yuan, up 87.36% year-on-year [1] Financial Ratios - The company's debt ratio stood at 65.25% [1] - Investment income amounted to 53.39 million yuan, while financial expenses were 87.96 million yuan [1] - The gross profit margin was reported at 20.78%, reflecting a year-on-year increase of 33.36% [7] Earnings Per Share - Earnings per share (EPS) was 0.45 yuan, representing a year-on-year increase of 28.57% [7] - The operating cash flow per share was 1.20 yuan, showing a substantial increase of 107.00% year-on-year [7] - The net asset per share was 6.03 yuan, up 9.57% year-on-year [7] Shareholder Information - The largest shareholder is Jiangxi Investment Group Co., Ltd., holding 400 million shares, which is 37.78% of the total [11] - The second-largest shareholder is Guotou Electric Power Holding Co., Ltd., with 300 million shares, accounting for 33.22% [11] - The total number of shareholders is approximately 58,500 [13]

Core Viewpoint - The company has approved significant investments in new projects and the issuance of bonds to support its financial structure and growth strategy [3][4]. Group 1: Company Overview - The company has not undergone any changes in its controlling shareholder or actual controller during the reporting period [3]. - There are no preferred shareholders or changes in the number of shareholders [2][3]. Group 2: Financial Data and Indicators - The company plans to invest in a new subsidiary for the construction of a 2×1000MW thermal power project in Lanzhou New Area, with a static investment of 7.961 billion and a dynamic investment of 8.284 billion [3]. - The project is expected to generate an annual electricity output of 9 billion kWh and consume 4.46 million tons of coal annually [3]. Group 3: Bond Issuance - The company has received approval to issue bonds not exceeding 2 billion, with a maturity of up to 10 years, aimed at repaying debts, supplementing working capital, and funding project construction [4]. Group 4: Board Meeting and Resolutions - The company held its 11th Board of Directors' fourth meeting on August 21, 2025, where several resolutions were passed, including the appointment of a new vice president and the approval of the semi-annual report [6][7][9]. - The board approved the revision of several committee working rules, ensuring compliance with legal and regulatory requirements [10][12][14][16].

Core Viewpoint - Ningbo Shimao Energy Co., Ltd. experienced a significant stock price fluctuation, with a cumulative increase of 20% over three consecutive trading days, prompting a disclosure regarding abnormal trading conditions [2][4]. Group 1: Stock Trading Abnormalities - The company's stock price increased by a cumulative 20% from August 19 to August 21, 2025, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange rules [2][4]. - The trading volume over the three days reached a turnover rate of 22.07%, exceeding the normal trading rate [2][4]. Group 2: Company Operations and Financial Performance - As of the announcement date, the company's main business operations and external environment have not undergone significant changes compared to previous disclosures [5]. - For the first quarter of 2025, the company reported a revenue of 77.27 million yuan, a year-on-year decrease of 16.14%, and a net profit of 21.85 million yuan, down 35.66% year-on-year, primarily due to a decline in heat sales and an increase in fixed asset depreciation [2][5]. Group 3: Market Position and Valuation - The company's price-to-earnings (P/E) ratio stands at 25.03 and the price-to-book (P/B) ratio at 3.27, both of which are higher than the industry averages of 18.37 for P/E and 1.6 for P/B [2][7].