hyzqdatemark 2025 年 08 月 31 日 公用事业 行业定期报告 查浩 SAC：S1350524060004 zhahao@huayuanstock.com 刘晓宁 SAC：S1350523120003 liuxiaoning@huayuanstock.com 邓思平 SAC：S1350524070003 dengsiping@huayuanstock.com 邹佩轩 SAC：S1350524070004 zoupeixuan01@huayuanstock.com 联系人 豆鹏超 doupengchao@huayuanstock.com 证券研究报告 板块表现： 7 月电力装机数据分析 绿色甲醇开工情况跟踪 证券分析师 电力：7 月新能源新增装机环比减半 136 号文"后遗症"持续 国家能源局于近日发布 1-7 月全国电力工业统计数据：截至 7 月底，全国累计发电装机容量 36.7 亿千瓦，同比增长 18.2%。其中，太阳能发电装机容量 11.1 亿千瓦，同比增长 50.8%； 风电装机容量 5.75 亿千瓦，同比增长 22.1%。新增装机看，2025 年 1-7 月全国新增装机 325GW ...

Group 1 - The company, Suzhou Xidian New Energy Electric Co., Ltd., is convening its third extraordinary general meeting of shareholders on September 4, 2025 [2][3] - The meeting will be held at the company's headquarters in Suzhou, with both on-site and online voting options available [3][4] - Shareholders must register to attend the meeting, with specific requirements outlined for both individual and corporate shareholders [8][11] Group 2 - The company is proposing an employee stock ownership plan, which requires approval from the shareholders' meeting before implementation [15][16] - The plan aims to enhance employee engagement and align the interests of employees with those of shareholders [26][27] - The total funding for the employee stock ownership plan is capped at 18 million yuan, with each share priced at 1 yuan [21][34] Group 3 - The employee stock ownership plan will involve a maximum of 775,862 shares, representing 0.48% of the company's total share capital [22][37] - The plan includes a lock-up period and performance-based vesting criteria, ensuring that shares are only released based on company performance and individual assessments [40][44] - The company has established a management committee to oversee the employee stock ownership plan and ensure compliance with relevant regulations [57][59]