| 热电行业 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 电力 营业成本 | | | 元 | 87,115,124.84 | 65,496,122.46 | | | 33.01 | | | | | | | | 新材料 营业收入 | | | 元 | 6,052,939.88 | | | | 新材料行业 | | 相关产 | | | | | | 营业成本 | | | 元 | 7,348,127.05 | | | | 品 | | | | | | | | 二、主要原材料采购量情况 | | | | | | | | | | | | | | 单位：吨 | | 名 原煤 | 称 | | | | 精煤 | | | 采购方式 | | 自产 | 外购 | 自产 | | 外购 | | 数 量 | | 559,781.00 | 169.74 | 92,267.17 | | 41,508.09 | | 三、主要产品和原材料的价格变动情况 | | | | | | | | 产品 | | | | 比上年同期增减（%） | | | | 焦炭(含焦粉、焦 | | | | | ...

股票代码：601011 股票简称：宝泰隆 编号：临2025-044号 宝泰隆新材料股份有限公司 2025 年 1-6 月主要经营数据的公告 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。 宝泰隆新材料股份有限公司（以下简称"公司"）根据上海证券交 易所《<上市公司自律监管指引第 3 号——行业信息披露>第十三号— —化工》的相关规定，现将公司 2025 年 1-6 月主要经营数据披露如 下： 1 分行业 主要 产品 经营指标 单 位 经营数据 （2025 年 1-6 月） 经营数据 （2024 年 1-6 月） 比上年同期 增减（%） 煤焦行业 焦炭 （ 含 焦 粉 、 焦 粒） 营业收入 元 1,371,431.88 574,450,352.37 -99.76 营业成本 元 1,421,691.86 698,445,378.74 -99.80 生产量 吨 0 318,721.00 -100.00 销售量 吨 1,286.81 311,970.89 -99.59 库存量 吨 3,006.51 22,025.60 -86.35 ...

Core Viewpoint - The company, Zhejiang Fuchunjiang Environmental Thermal Power Co., Ltd., has approved a plan for commodity futures hedging to manage price volatility risks associated with its metal production operations [10][19]. Group 1: Company Overview - The company has not changed its controlling shareholder or actual controller during the reporting period [5][6]. - The company plans to conduct commodity futures hedging to stabilize its operational performance and mitigate risks from price fluctuations in metals such as copper, tin, gold, silver, platinum, and palladium [10][14]. Group 2: Financial Data and Compensation - As of the report date, the company has received a total of 2.112 billion yuan in demolition compensation, with 151 million yuan still pending [8]. - The company does not plan to distribute cash dividends or issue bonus shares during the reporting period [3]. Group 3: Futures Hedging Plan - The company plans to invest up to 50 million yuan in margin for futures trading, specifically in copper futures contracts on the Shanghai Futures Exchange [11][15]. - The hedging activities will be conducted over a period of 12 months, with the ability to roll over the approved amount within the authorization period [17][27]. Group 4: Risk Management - The company has established a comprehensive risk management framework for its hedging activities, including a dedicated leadership team and risk control measures to monitor market, funding, operational, and policy risks [22]. - The company will utilize its own and self-raised funds for the hedging activities, ensuring no involvement of raised funds [18].

(原标题：大连热电（600719）2025年中报：主业韧性承压前行保供与减亏双线攻坚) 非经常性损益贡献198万元，其中含政府补助79.87万元、控股股东托管费141.51万元，扣非利润超预期 改善。但主业减亏的核心驱动力来自两方面：一是机组效率提升，售电量同比增加1458万千瓦时，厂用 电率下降助推电力业务增收；二是成本端发力，煤炭采购价量双降带动营业成本同比下降18.69%，为 利润改善腾出空间。 公司是大连东港商务区供热市场的核心服务商，服务主城区1847万平方米收费面积，同比增加5.2万平 方米，民生供暖的刚性需求为业绩提供稳定支撑。根据国家税收优惠政策，公司为居民供热的厂房及土 地免征房产税、城镇土地使用税，该政策延续至2027年，直接降低运营成本。 保供压舱石下的精细化突围 作为大连主城区热电联产与集中供热的核心企业，大连热电在2025年上半年遭遇能源价格波动与工商业 需求萎缩的双重挑战。面对复杂市场环境，公司坚守民生保供底线，通过强化成本管控、优化生产运营 与争取政策红利，在营收承压的同时实现亏损收窄，凸显区域公用事业企业较强的抗周期韧性。于8月 15日发布的半年报显示，尽管短期现金流面临压力， ...

齐鲁晚报·齐鲁壹点记者于国家铁路局官网了解到，8月8日，其公示了北京铁路督察室行政处罚公开信息〔2025〕第2号。据悉，被行政处罚单位为大唐河北 发电公司旗下的大唐清苑热电有限公司（下称"大唐清苑热电"）。 内容显示，2025年6月24日和6月27日，大唐清苑热电管内专用线连续发生翻车机作业过程中铁路货车车辆脱轨铁路交通事故。经调查，该公司作为铁路专用 线设备管理单位，未按照《铁路货车翻车机和散装货物解冻库检测实施细则》（TG/CL259-2010）要求对翻车机设备进行维修保养，违反了《铁路安全管理 条例》第二十五条的规定。 对此，北京铁路督察室根据《违反〈铁路安全管理条例〉行政处罚实施办法》第二十条第二项之规定，责令其改正，并给予该公司6.8万元罚款的行政处 罚。 值得注意的是，在6月24日，大唐清苑热电官方公众号发布文章《决战决胜"双过半"》,其称，公司结合春季安全大检查、安全（环保）督查行动、安全生产 月活动等，认真开展隐患排查治理。构建"现场巡查+视频监控"双线防控体系，实现安全生产零事故。据上述处罚公开信息，当日，其管内专用线发生事 故。 6月27日，即处罚公开信息所示的第二次事故发生日，大唐清苑热 ...

Summary of Key Points Core Viewpoint - Ningbo Energy Group Co., Ltd. has provided guarantees for its subsidiaries to support their operational financing needs, ensuring their stable development and aligning with the company's overall interests and strategic goals [2][6][7]. Group 1: Guarantee Details - The company signed an irrevocable guarantee with China Merchants Bank Ningbo Branch for a total of 10 million yuan for Ningbo Kofeng Thermal Power Co., Ltd. [2] - The company also signed maximum guarantee contracts with Shanghai Pudong Development Bank Ningbo Branch, providing guarantees of 25 million yuan for Ningbo Energy Group Material Distribution Co., Ltd. and 5 million yuan for Wangjiang Ningneng Thermal Power Co., Ltd. [2] - The total guarantee amounts and balances for the subsidiaries are within the authorization limits of the 2024 annual shareholders' meeting [3]. Group 2: Financial Impact - As of the announcement date, the guarantee balances are as follows: 11.33 million yuan for Kofeng Thermal Power (2.61% of the latest audited net assets), 18.27 million yuan for Material Distribution (4.21%), and 21.54 million yuan for Wangjiang Thermal Power (4.96%) [3]. - The total external guarantees provided by the company and its subsidiaries amount to 573.93 million yuan, with guarantees to controlling subsidiaries totaling 511.53 million yuan [8]. Group 3: Internal Decision-Making - The guarantees were approved by the company's board of directors and the 2024 annual shareholders' meeting, confirming their necessity for the subsidiaries' daily operations [4][7]. - The independent directors affirmed that the guarantees align with operational needs and do not harm the interests of the company or its minority shareholders [7].

Group 1 - The company held its 8th meeting of the 11th Board of Directors on August 4, 2025, with all 8 directors present, and the meeting complied with relevant laws and regulations [2][3]. - The board approved the proposal to appoint Wang Jie as a non-independent director candidate due to the resignation of Tian Luwei, who stepped down for work-related reasons [3][12]. - Wang Jie has a strong background, including positions as general manager of Dalian Guolian Energy Development Co., Ltd. and vice general manager of Dalian Thermal Power Group Co., Ltd. [4][15]. Group 2 - The board's decision to appoint Wang Jie as a non-independent director candidate will be submitted for approval at the upcoming second extraordinary general meeting of shareholders [6][12]. - The company will hold the second extraordinary general meeting of shareholders on August 20, 2025, at 14:00, with both on-site and online voting options available [19][23]. - Shareholders can vote through the Shanghai Stock Exchange's online voting system during specified time slots on the day of the meeting [20][25].

Group 1 - The core viewpoint of the article highlights the performance and market position of Zhejiang New Zhonggang Thermal Power Co., Ltd., which has a current stock price of 8.84 yuan, reflecting a 1.26% increase, with a rolling PE ratio of 25.92 times and a total market capitalization of 3.541 billion yuan [1] - The company operates in the public utility sector, with an average industry PE ratio of 25.89 times and a median of 26.91 times, ranking 12th among its peers [1] - As of the first quarter of 2025, four institutions hold shares in New Zhonggang, including three QFIIs, with a total holding of 30.1735 million shares valued at 2.266 billion yuan [1] Group 2 - The main business of the company involves the production and supply of thermal products, electricity products, and compressed air through cogeneration, with key products including steam, electricity (cogeneration), electricity (energy storage), compressed air, and coal [1] - The latest financial results for the first quarter of 2025 show the company achieved an operating income of 174 million yuan, a year-on-year decrease of 20.46%, and a net profit of 15.4537 million yuan, down 39.20% year-on-year, with a sales gross margin of 24.54% [1] - The article provides a comparative analysis of PE ratios and market capitalizations of various companies in the public utility sector, with New Zhonggang's PE (TTM) at 25.92 times, compared to the industry average of 25.89 times and the industry median of 26.91 times [2]

Company Overview - Zhejiang New Zhonggang Thermal Power Co., Ltd. primarily engages in the production and supply of thermal products, electricity, and compressed air through cogeneration [1] - The company's main products include steam, electricity (cogeneration), electricity (energy storage), compressed air, and coal [1] - New Zhonggang is the first thermal power plant in Zhejiang Province to pass ultra-low emission acceptance [1] Financial Performance - As of the first quarter of 2025, the company reported operating revenue of 174 million yuan, a year-on-year decrease of 20.46% [1] - The net profit for the same period was 15.45 million yuan, down 39.20% year-on-year [1] - The sales gross margin stood at 24.54% [1] Market Position - The company's current stock price is 8.94 yuan, with a decline of 1.22% [1] - The rolling price-to-earnings (PE) ratio is 26.22, compared to the industry average of 26.28 and the industry median of 27.43 [1][2] - New Zhonggang ranks 12th in the public utility sector based on PE ratio [1] Shareholding Structure - As of the first quarter of 2025, four institutions hold shares in New Zhonggang, including three QFIIs and one other entity, with a total shareholding of 30.17 million shares valued at 226.6 million yuan [1]

Company Overview - Zhejiang New Zhonggang Thermal Power Co., Ltd. primarily engages in the production and supply of thermal products, electricity products, and compressed air through cogeneration [1] - The main products include steam, electricity (cogeneration), electricity (energy storage), compressed air, and coal [1] - The company sells electricity products to the State Grid Corporation for end-user supply [1] - It is the first thermal power plant in Zhejiang Province to pass ultra-low emission acceptance for the entire plant [1] Financial Performance - As of the latest quarterly report for Q1 2025, the company achieved operating revenue of 174 million yuan, a year-on-year decrease of 20.46% [1] - The net profit for the same period was 15.45 million yuan, reflecting a year-on-year decline of 39.20% [1] - The sales gross margin stood at 24.54% [1] Market Position - The company's current stock price is 9.12 yuan, down 1.83%, with a rolling price-to-earnings (PE) ratio of 26.75 times [1] - The total market capitalization is 3.653 billion yuan [1] - In terms of industry PE rankings, the average PE for the public utility sector is 26.52 times, with a median of 27.71 times, placing the company at the 12th position [1][2] Shareholder Information - As of March 31, 2025, the number of shareholders for New Zhonggang is 21,303, an increase of 793 from the previous count [1] - The average market value of shares held by each shareholder is 352,800 yuan, with an average holding of 27,600 shares [1]