本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 中节能太阳能股份有限公司（以下简称公司）2025年8月26日召开的第十一 届董事会第二十一次会议和第十一届监事会第十七次会议审议通过了《关于使用 可转债闲置募集资金暂时补充流动资金的议案》，同意使用不超过5亿元（含） 闲置的2025年向不特定对象发行可转换公司债券募集资金临时补充流动资金，用 于与公司主营业务相关的生产经营，期限自公司董事会审议通过之日起12个月， 并在招商银行开立募集资金临时补充流动资金专项账户。 本次使用闲置募集资金临时补充流动资金事项不存在变相改变募集资金用 途的行为，且不影响募集资金投资项目的正常实施。相关事项公告如下： 一、2025年可转换公司债券募集资金基本情况 根据中国证券监督管理委员会《关于同意中节能太阳能股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2025〕33号），公司向不 特定对象发行2,950万张可转换公司债券，发行价格为每张人民币100.00元，募 集资金总额人民币295,000.00万元。在扣除各项发行费用（不含税）后，公司本 次实际募集资金净额 ...

2024年1至12月份，晓程科技的营业收入构成为：黄金销售占比86.39%，电子信息产业占比6.21%，太 阳能发电占比3.72%，其他业务占比2.82%，精准扶贫光伏发电占比0.86%。 （记者 张喜威） 每经AI快讯，晓程科技（SZ 300139，收盘价：19.55元）8月25日晚间发布公告称，公司第九届第二次 董事会会议于2025年8月25日在公司会议室以现场结合通讯的方式召开。会议审议了《关于公司2025年 半年度报告及摘要的议案》等文件。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 ...

） 中国正加速推进！ 全球最大太阳能电站将诞生 【Kyabram Free Presss网8月22日报道】 据称，我国正在建设全球最大的太阳能发电场。该发电场位于青藏高原，占地面积达610平方公里，与美国芝加哥市面积相当。中国正以远超世界其他任 何地区的速度安装太阳能电池板，而这类投资的回报如今也开始显现。 周四发布的一项研究显示，2025上半年，中国的碳排放量较去年同期仅下降1%，但仍延续了自2024年3月开始的下降趋势。同时好消息是，中国的碳排放 峰值可能已提前到来，早于政府设定的2030年前达峰的目标。但作为全球最大的温室气体排放国，中国仍需要大幅削减排放量，才能为减缓全球气候变化 贡献力量。 在青藏高原上，一望无际的太阳能电池板一直延伸到地平线。一座座的白色两层建筑每隔一段距离就会出现在电池板群中。 能源与清洁空气研究中心（the Centre for Research on Energy and Clean Air）的总部位于芬兰，其首席分析师是劳里・米利维尔塔（Lauri Myllyvirta），同 时也是以上研究报告的作者，他表示，中国要实现2060年碳中和的既定目标，未来35年的排放量需平均每 ...

Core Viewpoint - The U.S. is expected to add 33 gigawatts of solar power capacity in 2025, accounting for about half of the country's planned new generation capacity for that year [3][4]. Group 1: Solar Power Development - The U.S. Energy Information Administration (EIA) predicts that large-scale solar power generation will reach a historical high in 2025 [3]. - Texas has surpassed California to become the largest state for solar power generation, contributing over a quarter of the solar capacity planned for 2025 [4]. - Texas plans to add 9.7 gigawatts of solar power in the remaining months of this year, which represents nearly half of the solar capacity being developed in the U.S. during this period [4]. Group 2: Energy Storage and Other Sources - In addition to solar power, wind and natural gas will account for the remaining new capacity [4]. - The scale of new battery storage systems for solar and other energy sources is also expected to set an annual record in 2025 [3]. Group 3: Policy and Incentives - Federal financial incentives that have driven solar development in recent years are expected to decrease under the Trump administration, adding uncertainty to the future of solar technology [4]. - New guidelines for clean energy tax credits were announced, allowing residential solar systems to apply for tax credits under previous guidelines, while large projects must meet "actual construction" standards but can still enjoy a four-year development window [4][5].

Market Overview - The Hang Seng Index closed at 25,176.85, up 0.37% for the day and up 25.62% year-to-date[3] - The Hang Seng Tech Index rose by 0.65%, with a year-to-date increase of 23.97%[3] - The Shanghai Composite Index increased by 0.85%, with a year-to-date gain of 9.41%[3] Sector Performance - The automotive sector saw significant gains, with Great Wall Motors up over 10% and NIO up over 6%[9] - The film industry performed well, with major stocks like Lingmeng Entertainment rising over 21%[9] - Coal stocks declined, with Green Leader Holdings dropping over 18%[9] Economic Indicators - In July, wholesale passenger car sales in China reached 2.22 million units, a historical high for the month, marking a 13% year-on-year increase[9] - The average daily output of raw coal in July was 12.29 million tons, a month-on-month decrease of 174.6 thousand tons[9] U.S. Market Insights - U.S. stock indices closed nearly flat, with investors awaiting earnings reports from major retailers[9] - The upcoming Jackson Hole Economic Symposium is anticipated to provide insights into economic outlooks and policy frameworks[9] Global Trends - The semiconductor sector faced pressure, with companies like Hua Hong Semiconductor dropping over 6% due to potential tariffs[9] - Japanese stocks continued to rise, with the Nikkei 225 index up 0.77%[10]

Group 1 - The nominal growth rate of fixed asset investment in China fell to 1.6% in the first seven months, but the actual growth, after excluding price factors, is approximately 4% to 5%, indicating a systematic optimization of the investment structure as the economy transitions from high-speed growth to high-quality development [1] - Investment in the manufacturing sector increased by 6.2% year-on-year, with notable growth in traditional manufacturing upgrades and high-end industries, such as aerospace and computer equipment manufacturing, which saw year-on-year growth rates of 33.9% and 16% respectively [1] - Investment in major sectors is growing rapidly, with equipment and tool purchases increasing by 15.2% year-on-year, accounting for 16.2% of total investment and contributing 2.2 percentage points to overall investment growth [1] Group 2 - Investment in renewable energy sources, including solar, wind, nuclear, and hydropower, increased by 21.9% year-on-year, supporting the green transformation of the economy and reducing reliance on traditional fossil fuels [2] - There is significant potential for investment in infrastructure and industrial upgrades, driven by the urbanization of nearly 300 million agricultural migrants, which creates demand for education, healthcare, and housing [2] - Policy measures are being implemented to stimulate effective investment, including the promotion of a unified national market and the activation of private capital through tools like REITs and industrial funds, which will enhance the investment environment [2]

连续两个半年度业绩增长，盈利持续改善，信义能源（03868）估值迎来反转了吗？ 该公司收入表现较为平稳，以半年度看，该公司实现了两个半年度的持续性增长，拉长周期看，自上市以来，收入也仅在2024年上半年出现了下滑，主要为 市场化电力交易后，交易电价低于上网电价导致，但售电量还是保持增长的，以年度看，2020-2024年，该公司收入复合增速为9.1%。不过利润波动较大， 电价下行使得毛利率下行趋势，并传导至利润终端，2025年股东净利率37.19%，相比于2020年同期下降了14.16个百分点。 尽管如此，信义能源在成本控制和运营效率方面仍有显著提升，通过优化资产结构和提升管理效能，有效缓解了利润下滑压力，比如不考虑2023年，核心成 本行政费用（2-3%）及融资成本（12-13%）都保持了相对稳定。此外，公司在新能源领域的布局逐步扩大，未来有望形成新的增长点，从而增强整体抗风 险能力。 从业务来看，2025年上半年，信义能源电力销售7.41亿元，同比增长15.06%，电价调整收入略有下滑，整体保持增长趋势。期间，该公司拥有及营运的太阳 能发电场项目的总发电量同比增长22.7%。 | | 截至六月三十日 | | ...

Group 1 - The core viewpoint is that China's fixed asset investment grew by 1.6% year-on-year in the first seven months of the year, reflecting a decline compared to the first half of the year, but the pressure on investment growth is considered to be temporary [1][2] - The actual growth of fixed asset investment, excluding price factors, is around 4%-5%, indicating that the nominal growth rate decline is influenced by short-term factors such as extreme weather and a complex external environment [1] - Manufacturing investment showed a significant increase, with a year-on-year growth of 6.2% in the first seven months, outpacing the overall investment growth rate [1] Group 2 - Investment in key sectors, particularly in energy and green transition, has seen rapid growth, with solar, wind, nuclear, and hydropower investments collectively increasing by 21.9% year-on-year [2] - The overall investment scale in China continues to expand, and the investment structure is optimizing, with significant potential for future investment due to the gap in per capita capital stock compared to developed countries [2]

Core Viewpoint - The company has initiated a share buyback program, repurchasing a total of 3.1385 million shares, which represents 0.0801% of the total share capital as of June 30, 2025 [1] Summary by Relevant Sections - **Share Buyback Details** - The company conducted the share buyback through a dedicated securities account using centralized bidding [1] - The highest transaction price was 4.48 CNY per share, while the lowest was 4.44 CNY per share [1] - The total amount spent on the buyback was 13.9999 million CNY, excluding transaction fees [1] - **Funding Sources** - The funds for the share buyback were sourced from the company's own funds and a special loan for stock repurchase [1] - The buyback price did not exceed 6.63 CNY per share [1]

Core Viewpoint - The company plans to increase the registered capital of Sailaf Reconstruct from RMB 30 million to RMB 100 million, indicating a strategic investment in renewable energy and hydrogen market development [1] Group 1: Company Actions - The board meeting scheduled for August 8, 2025, will decide on the additional investment of RMB 70 million, which will be paid in total cash consideration of RMB 70 million [1] - After the additional investment, the ownership of Sailaf Reconstruct will change to 70% by the company and 30% by New Bee Reconstruct, making Sailaf Reconstruct a subsidiary of the company [1] Group 2: Business Focus - Sailaf Reconstruct is primarily engaged in solar power technology services and the research and development of emerging energy technologies [1] - The entity is responsible for the development of the hydrogen energy market in Northwest China and the implementation of the integrated project for green hydrogen production, storage, and transportation in Ningxia's Solar Mountain [1]