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嘉峪关中石油昆仑燃气有限公司:强强联合共筑城市能源发展安全防线
Sou Hu Cai Jing· 2025-09-12 12:51
Core Viewpoint - The signing of the "Safety Collaboration and Mutual Protection Agreement" between Jiuquan Kunlun Gas Co., Ltd. and State Grid Jiuquan Power Supply Company marks a significant step towards enhancing urban energy security through strategic cooperation among state-owned enterprises [1][3]. Group 1: Agreement Details - The agreement establishes a collaborative safety governance mechanism focusing on urban underground pipeline safety, risk control during cross-operations, emergency response, information sharing, and technical cooperation [3][5]. - Both companies will leverage their expertise in gas supply and electricity distribution to conduct joint safety risk assessments and address potential hazards in overlapping areas of gas pipelines and electrical facilities [3][4]. Group 2: Importance of Energy Security - Energy security is highlighted as a top priority for national and public welfare, forming a crucial part of overall national security [4]. - The collaboration is seen as an innovative practice to build a community of urban energy security, reflecting a commitment to local development and safety governance [4][6]. Group 3: Future Collaboration - The companies aim to continuously enrich the cooperation framework and implement the agreement's provisions with high standards and strict requirements [5][6]. - The successful signing of the agreement is viewed as a significant innovation in the safety governance system of the energy sector in Jiuquan, setting a benchmark for collaboration among different energy infrastructure operators [5][6].
新型电力系统建设持续推进,央企现代能源ETF(561790)盘中飘红
Xin Lang Cai Jing· 2025-06-06 02:08
Core Viewpoint - The recent notification from the National Energy Administration aims to promote the construction of a new power system through seven key directions, which is expected to improve the consumption situation of renewable energy and benefit leading national renewable energy generation companies [2][3]. Group 1: Market Performance - As of June 6, 2025, the China Securities National New State-Owned Enterprises Modern Energy Index (932037) increased by 0.19%, with notable gains from Yunnan Copper (000878) at 1.61% and China Power Construction (601669) at 1.48% [1]. - The National State-Owned Enterprises Modern Energy ETF (561790) rose by 0.28%, with a recent price of 1.06 yuan, and has accumulated a 1.93% increase over the past month [1]. Group 2: Policy Impact - The notification outlines seven focus areas for pilot projects, including grid-structured technology, system-friendly renewable power plants, smart microgrids, and virtual power plants, which are expected to catalyze advancements in the energy sector [2]. - The emphasis on clean and efficient transformation of coal power units is anticipated to stimulate demand for zero-carbon and low-carbon fuels, aiding the successful transition of coal power and enhancing profitability and valuation [2][3]. Group 3: ETF Performance Metrics - The China Securities National New State-Owned Enterprises Modern Energy ETF has recorded a maximum monthly return of 10.03% since its inception, with an average monthly return of 3.17% and a historical one-year profit probability of 76.10% [3]. - As of June 5, 2025, the ETF's maximum drawdown this year was 7.91%, with a management fee of 0.50% and a custody fee of 0.10%, making it one of the lowest in its category [3]. Group 4: Top Holdings - As of May 30, 2025, the top ten weighted stocks in the index accounted for 51.1%, with Changjiang Electric (600900) leading at 10.48% [4][5].