智通财经APP讯，阳光电源(300274.SZ)发布公告，为深化公司全球化战略布局，提升公司国际化品牌形 象，打造公司多元化融资渠道，进一步提升公司核心竞争力，公司拟发行境外上市外资股(H股)股票并 申请在香港联合交易所有限公司(以下简称"香港联交所")主板挂牌上市。 ...

在全球能源转型的浪潮下，我国新能源装机规模持续领跑世界。截至 2025 年 6 月，国家电网 220kV 及以上电压等级电网中，新能源接入节点达 5600 个，总规模突破 16 亿千瓦，部分地区新能源占比超过 70%。这一深刻变革重塑了电网形态，也对短路电流计算这一核心技术提出了颠覆性挑战。《2025 年高比例新能源大电网短路电流计算报告》正是在这一背景下应运而生，为新型电力系统安全稳定运行提供了关键技术支撑。 一、技术变革的时代背景 传统电力系统中，短路电流计算基于同步发电机的物理特性，采用等效电压源法即可精准求解。但新能源场站通过电力电子变流器并网，其短路电流特性 由控制算法决定，不同厂商的设备响应差异显著。例如双馈风机在电压跌落时会切换运行模式：电压高于阈值时表现为受控电流源，电压过低则切换为阻 抗模型。这种特性使得传统计算方法误差率高达 31.1%，而新方法通过分类建模将误差降低至 14.4%。 在 26 节点电网测试中，新方法计算值与电磁暂态仿真结果的偏差较传统方法降低 18.4%，显著提升设备选型安全性。 三、电力电子化电网的应对之道 电力电子设备的广泛接入彻底改变了短路电流的生成机制。报告提出的 ...

瑞财经 王敏 8月18日，广东宝丽华新能源股份有限公司（以下简称"宝新能源"）发布2025年半年度报告，实现营收净 利双增。 | 2020-12-31 | | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | | --- | --- | --- | --- | --- | --- | | ■ 邹锦开 | 87. 20万 | 196. 2万 | 180.0万 | 210.0万 | 234.0万 | | ■ 行业平均 83.96万 | | 111. 1万 | 89.55万 | 91. 35 万 | 90.23万 | 东方财富数据显示，2022年至2024年，邹锦开薪酬分别为180万元、210万元及234万元。其连续两年涨薪，去年涨薪 11.43%。 宝新能源董事长为邹锦开，1967年出生。大学学历，高级建筑师，一级注册建筑师。 邹锦开于1990年参加工作。历任公司子公司广东宝丽华建设工程有限公司设计室主任，公司第四、五届监事会主席， 公司子公司梅县宝丽华房地产开发有限公司总经理，公司副总经理，公司第七、八届监事会主席兼公司子公司陆丰宝 丽华新能源电力有限公司副 ...

Core Points - The South Korean National Assembly's Planning Committee has proposed a "Five-Year Policy Plan" aimed at achieving economic growth and carbon neutrality through the establishment of a nationwide high-voltage direct current (HVDC) power transmission network centered around the renewable energy cluster in the Honam region [1] - The plan includes increasing renewable energy installed capacity from the current 35.1 GW to 78 GW by 2030, and expanding transmission lines from 37,169 circuit kilometers to 48,592 circuit kilometers by 2030 [1] - The initiative also involves the expansion of agricultural, industrial parks, and water-based photovoltaic bases, as well as the construction of offshore wind farms and dedicated ports [1] - The establishment of "RE100" industrial parks in South Jeolla Province and southeastern Gyeonggi Province will provide one-stop services for export companies, including carbon emissions calculation and carbon reduction support [1]

Core Viewpoint - The company is actively integrating its renewable energy businesses and focusing on strategic transformation in response to national "dual carbon" policies, aiming to enhance its core competitiveness and operational management capabilities [2][3]. Group 1: Financial Performance - In the first half of 2025, the renewable energy segment achieved revenue of 36,247.12 million yuan [2]. - The company projects a net profit of 16.38 million yuan for the renewable energy segment in 2025, representing a year-on-year increase of 169% [2]. - Long Energy Power reported revenue of 181 million yuan during the reporting period, marking a year-on-year growth of 22.77% [3]. Group 2: Business Integration and Strategy - The company is exploring industrial transformation by focusing on high-quality renewable energy projects such as photovoltaics, wind power, and hydrogen storage [2]. - Future plans include integrating advantages from wind, solar, storage, and hydrogen businesses to build an industrial ecosystem and extend the production chain [3]. - The company aims to strengthen its technological advantages by combining various technical aspects from different business segments [3]. Group 3: Market Expansion and Client Base - Long Energy Power has expanded its domestic business to cover 14 provinces and is actively developing markets in Southeast Asia and North America [3]. - Key clients for Long Energy Power include major companies such as Muyuan Foods, Twin Group, and Tongwei New Energy [3]. Group 4: Investor Relations - The company emphasizes investor-centric strategies, enhancing investor relations management through various communication channels and events [3].

| 卧龙新能源集团股份有限公司2025 | 年半年度报告摘要 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公司代码：600173 | 公司简称：卧龙新能 | | | | | | | | | | | | 卧龙新能源集团股份有限公司 | | | | | | | | | | | | | 卧龙新能源集团股份有限公司2025 | 年半年度报告摘要 | | | | | | | | | | | | 第一节 | 重要提示 | | | | | | | | | | | | 展规划，投资者应当到 www.sse.com.cn | 网站仔细阅读半年度报告全文。 | | | | | | | | | | | | 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | | | | | | | | 无 | | | | | | | | | | | | | 第二节 | 公司基本情况 | | | | | | | | | | | | 公司股票简况 | | | | | ...

日前，立新能源（001258.SZ）发布2025年半年报。报告期内，立新能源实现营业收入4.96亿元，同比 下滑6.02%，归母净利润895.17万元，同比下滑90.17%；扣非净利润421.47万元，同比下滑95.40%。 8月6日，《华夏时报》记者就此致电立新能源董秘办，接听工作人员表示，该补贴资金由国家可再生能 源发展基金发放，属于国家信用，无法收回可能性较低，账上已计提的信用减值，在补贴收回后会冲回 利润。 应收账款增加 公开资料显示，立新能源主要经营风力发电、光伏发电为主的新能源电力的资源开发、投资建设、生产 销售、技术服务咨询等业务，生产商品为清洁电力能源。 公司运营的风电场、光伏电站主要位于新疆，区位优势显著。新疆地域辽阔，风能、太阳能资源富集， 是国家"十四五"规划及2035年远景目标纲要明确建设的大型清洁能源基地。 根据公司介绍，新疆风能资源年风功率密度≥150瓦/平方米的区域面积达12.6万平方千米，全疆均属全 国Ⅰ类、Ⅲ类风能资源区，技术可开发量达到7.8亿千瓦，占全国15.4%，居全国第二。 太阳能资源方面，新疆年日照时数2550—3500小时，年辐射总量仅次于西藏，排全国第二，全疆属 ...

Group 1 - The company reported a net profit of approximately 8.95 million yuan for the first half of 2025, representing a year-on-year decline of 90.17% [2] - The company's operating revenue for the first half of the year was approximately 496 million yuan, a decrease of 6.02% compared to the previous year [2] - The company's net profit after deducting non-recurring items was approximately 4.21 million yuan, reflecting a significant decline of 95.4% year-on-year [2] Group 2 - The company primarily engages in the development, investment, construction, production, sales, and technical consulting of renewable energy, focusing on wind and solar power generation [2] - As of August 4, the company's stock price closed at 7.09 yuan per share, with a total market capitalization of approximately 6.617 billion yuan [3]

电价持续下滑、弃电率攀升、区域限电形势趋于严峻……面临多重考验，国内新能源电力行业正呈现出 一幅"冰火两重天"的图景。 2025年上半年数据显示，一方面风光装机持续"高歌猛进"，1-6月全国风电新增装机同比大增98.9%至 51.39GW，太阳能新增装机增长107.1%至212.21GW，延续高速增长态势;另一方面，抢装潮退坡，6月 风光新增装机量出现断崖式下跌，6月风电、太阳能新增装机同比分别下滑15.9%和38.4%，环比分别下 滑80.6%和84.5%，这也是今年光伏新增装机首现单月同比下滑，为行业带来了明显的"寒意"。 行业充满不确定性的当下，部分相关上市企业交出的答卷也有所承压。据近期半年报公布，华能国际电 力股份(00902)上半年营业收入同比减少5.7%，协合新能源(00182)上半年营收出现小幅下滑，持续经营 收入为14亿元，较去年同期降低6.6%，股东应占溢利则录得2.82亿元。 值得关注的是，在行业下行周期中公司基本面仍不乏亮点，总权益容量增至4778MW，其中风电厂权益 装机容量增长10.9%至3844MW，风电权益发电量达到4155GWh;融资成本显著优化，综合融资成本下降 35个基点 ...

Core Viewpoint - The article discusses the impact of US-China trade tensions on Chinese companies operating in Mexico, highlighting the challenges and opportunities in the current geopolitical landscape. Group 1: Trade Relations and Economic Impact - The upcoming US-China trade talks in Sweden are seen as a significant indicator of the future of bilateral economic relations [5] - Mexico has become a crucial trade partner for China in Latin America, with bilateral trade growing steadily, particularly in the automotive sector [7][8] - The IMF has downgraded Mexico's economic growth forecast for this year from 1.4% to -0.3%, making it the only G20 country expected to experience negative growth [8] Group 2: Business Environment in Mexico - Many Chinese companies are reconsidering their investments in Mexico due to the uncertainty created by US tariffs, with some halting projects entirely [12][13] - The perception that relocating to Mexico may not shield companies from US tariffs has dampened investment enthusiasm [13] - Despite the challenges, there is still a significant interest in consulting about business opportunities in Mexico, indicating a complex and evolving market [14] Group 3: Future Opportunities and Strategies - Companies are urged to adapt to new trade rules and enhance their international capabilities, as the external environment is unlikely to change significantly [20] - The article emphasizes the importance of localizing operations and hiring local talent to navigate the unique challenges of the Mexican market [45][46] - The potential for investment in consumer goods supply chains in Mexico is highlighted as a promising opportunity for Chinese manufacturers [34] Group 4: E-commerce and Market Dynamics - Mexico's e-commerce market is characterized by low penetration and high growth potential, making it an attractive target for Chinese platforms [21][22] - Despite recent tariff changes, Chinese goods remain competitive in Mexico due to their cost advantages [30][32] - The article notes that the high margins in the Mexican market have allowed e-commerce platforms to absorb some of the tariff costs without significant drops in sales [31] Group 5: Renewable Energy Sector Challenges - The article outlines the decline of the renewable energy sector in Mexico due to policy shifts favoring state-owned enterprises, leading to stalled projects [35][36] - Future opportunities in the renewable sector may lie in energy storage and transmission rather than large-scale solar projects [37]