光伏行业正经历 "冰火两重天" 的分化格局，部分企业受困于供给过剩与价格竞争，选择收缩战线稳扎稳打；另 一批企业则瞄准细分赛道机遇，加速扩张抢占先机。11日晚间兆新股份"甩出"一笔大额收购，直接瞄准新能源运 维领域的实力派，这波果断操作，着实让人好奇背后的考量。 2025年12月11日晚间，兆新股份（002256）抛出重磅公告，拟以现金支付方式收购优得新能源科技（宁波）有限 公司70%股权，交易对价上限2.2亿元。优得新能源将正式成为其控股子公司并纳入合并财务报表。 2.2亿"锁定" 新能源运维龙头70%股权 市场迅速给出积极反馈，12月12日兆新股份股价直线涨停，截至收盘报 3.91元/股。根据公告，本次收购对价以 目标公司未来三年承诺净利润对应的动态市盈率不超过12倍为初步估值依据，最终价格将结合审计、评估结果及 业绩承诺综合确定，目前仅为框架性意向协议，尚未形成正式交易文件，后续仍存在不确定性。但这一果断举 动，已清晰展现出兆新股份加码新能源业务的决心。 | 兆新股份 (002256.SZ) 买 | | 客户端 | | | --- | --- | --- | --- | | 3.91 ↑ +10.14% ...

公告显示，本次收购对价初步以标的公司未来3年承诺净利润对应的动态市盈率不超过12倍为定价依 据，最终交易价格将综合参考经审计、评估结果，结合业务发展、业绩承诺等因素确定，以正式签署的 股权收购协议为准。 据了解，作为新能源运维细分赛道龙头，优得新能源已深耕该领域逾8年，是光伏电站运维国家标准规 范起草单位，已在全国设立超100个县市级运维中心，服务网络覆盖华东、华南等高电价区域，历史运 维电站规模超2000座，累计容量逾10GW。 "本次收购将进一步增强公司新能源全域运营战略部署与落地能力，拓宽新能源板块业务发展空间。"兆 新股份相关人士在接受《证券日报》记者采访时表示，交易完成后，公司将获取约5GW的在运电站运 维规模及一线实操经验，加速实现该细分领域10GW的运营规模目标。同时，依托自身数字化技术优 势，可推动传统运维业务向智慧运维迭代升级，助力公司从单一的"电站资产持有运营商"向"资产+数据 +服务"三位一体的综合智慧能源服务商转型。 12月11日晚间，深圳市兆新能源股份有限公司（以下简称"兆新股份"）发布公告称，拟以现金支付方式 收购优得新能源科技（宁波）有限公司（以下简称"优得新能源"）70%股权， ...

Group 1 - The article highlights the importance of efficiently navigating through a large volume of announcements each night, emphasizing the role of "Announcement Selection" in providing deep insights and revealing investment opportunities behind complex terminologies [1] - Key sectors mentioned include photovoltaic, energy storage, BIPV charging, and lithium extraction from salt lakes, indicating a strategic move by a company to acquire controlling stakes in leading enterprises within the new energy operation and maintenance sector [1] - The article notes a significant increase in the stock repurchase price ceiling by nearly 100%, reflecting the company's confidence in high-end equipment, natural gas, shale gas, combustible ice, and oil and gas reforms [1] - A company has secured a substantial overseas order worth 200 million yuan, showcasing its capabilities in industrial mother machines, AI glasses, rare earth permanent magnets, photovoltaics, and third-generation semiconductors [1]

格隆汇12月11日丨兆新股份(002256.SZ)公告称，公司拟以现金支付方式收购优得新能源科技（宁波） 有限公司（简称"优得新能源"）70%股权，对应的交易对价上限为2.2亿元。交易完成后，优得新能源将 成为公司控股子公司。优得新能源深耕新能源运维领域逾8年，系该细分赛道龙头企业。本次收购将进 一步增强公司新能源全域运营战略部署与落地能力，拓宽公司新能源板块业务发展空间。 ...

Core Viewpoint - The company plans to acquire a 70% stake in Youde New Energy Technology (Ningbo) Co., Ltd. for a maximum cash consideration of 220 million yuan, enhancing its capabilities in the new energy sector [1] Group 1: Acquisition Details - The acquisition will be fully financed in cash, with a total consideration cap of 220 million yuan for the 70% stake [1] - Upon completion of the transaction, Youde New Energy will become a subsidiary of the company [1] Group 2: Strategic Implications - Youde New Energy has over 8 years of experience in the new energy operation and maintenance sector, positioning it as a leading player in this niche market [1] - The acquisition is expected to strengthen the company's strategic deployment and operational capabilities in the new energy sector, expanding its business development opportunities [1]

智通财经APP讯，兆新股份(002256.SZ)公告，公司拟以现金支付方式收购优得新能源科技(宁波)有限公 司(简称"优得新能源")70%股权。交易完成后，优得新能源将成为公司控股子公司。本次收购全部拟以 现金支付，拟受让目标公司70%股权之总对价上限为 2.2亿元。 公告称，优得新能源深耕新能源运维领域逾8年，系该细分赛道龙头企业。本次收购将进一步增强公司 新能源全域运营战略部署与落地能力，拓宽公司新能源板块业务发展空间。 ...

Core Viewpoint - The company plans to acquire a 70% stake in Youde New Energy for 220 million yuan, which will enhance its capabilities in the renewable energy sector and support its strategic transformation [1] Group 1: Acquisition Details - The company signed a share acquisition intention agreement on December 10 with the counterparty [1] - The acquisition price will be determined based on evaluation results and is currently in the planning stage [1] - Following the acquisition, Youde New Energy will become a subsidiary of the company [1] Group 2: Strategic Implications - Youde New Energy is a leader in the renewable energy operation and maintenance sector [1] - The acquisition is expected to strengthen the company's overall operational capabilities in the renewable energy field [1] - The transaction is part of the company's strategic transformation efforts [1] Group 3: Uncertainties - There are uncertainties associated with the related matters of the acquisition [1]

赛场之上，计时器滴答作响，气氛紧张而激烈。在一个半小时的电气倒闸操作与线路安装调试考核中，队员们屏气凝神、争分夺秒，指尖精准穿梭于导线、 断路器与仪表之间，每个动作都紧扣规范流程。其中，来自省能源集团新能公司的六安骄风代表队在队长叶飞飞的带领下，沉着应对复杂工况，接线动作精 准麻利，通电试转干脆利落，最终呈现出接线工艺规范美观、线路调试准确、整体质量优异的作品。 10月29日至31日，"兴皖赋能四十载 接续奋斗新征程"2025年皖能集团新能源运维技能竞赛在新能公司褒禅山电站成功举办。来自新能公司、运检股份公 司、皖丰长能公司、皖能交易公司、省充换电公司，以及新能源运维项目承包合作方等22支代表队同台竞技，以技能比拼展风采，以匠心角逐促提升。 三天比赛时间里，选手们从笔尖的理论交锋到现场的实战操作，展现出精湛的技术水平和良好的职业风貌。经过激烈比拼，新能公司六安风电代表队摘得团 体一等奖，新能公司芜湖隆能代表队和皖能运检河北阳原代表队斩获团体二等奖，新能公司利辛风电代表队、金昌区域公司代表队和皖能交易公司淮北宿州 联队荣获团体三等奖；新能公司的常江、叶飞飞和皖丰长能公司的程靖获得优秀个人奖。 "这次技能比武就像 ...