分红方面，力聚热能A股上市后累计派现2.27亿元。 机构持仓方面，截止2025年6月30日，力聚热能十大流通股东中，泰康品质生活混合A（010874）位居 第三大流通股东，持股40.00万股，相比上期增加15.00万股。泰康策略优选混合（003378）位居第四大 流通股东，持股39.00万股，相比上期增加14.00万股。宝盈成长精选混合A（013895）退出十大流通股 东之列。 责任编辑：小浪快报 融券方面，力聚热能9月30日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，浙江力聚热能装备股份有限公司位于浙江省湖州市吴兴区埭溪镇上强工业园区茅坞路9号， 成立日期2006年6月27日，上市日期2024年7月31日，公司主营业务涉及热水锅炉与蒸汽锅炉的研发、生 产和销售,产品用于供应采暖和生活用水,以及供应工业生产所需的蒸汽。主营业务收入构成为：工业锅 炉93.56%，维保及合同能源管理6.17%，其他(补充)0.27%。 截至9月19日，力聚热能股东户数7199.00，较上期减少11.36%； ...

资料显示，西子清洁能源装备制造股份有限公司位于浙江省杭州市上城区大农港路1216号，成立日期， 上市日期2011年1月10日，公司主营业务涉及余热锅炉、电站锅炉、电站辅机、工业锅炉等产品咨询、 研发、生产、销售、安装及工程总承包业务。主营业务收入构成为：解决方案50.21%，余热锅炉 18.98%，清洁环保能源装备17.00%，备件及服务10.14%，其他(补充)3.67%。 截至9月19日，西子洁能股东户数2.99万，较上期增加14.84%；人均流通股27543股，较上期减少 4.04%。2025年1月-6月，西子洁能实现营业收入27.94亿元，同比减少6.49%；归母净利润1.48亿元，同 比减少56.81%。 9月30日，西子洁能涨0.53%，成交额7.52亿元。两融数据显示，当日西子洁能获融资买入额5968.99万 元，融资偿还6750.65万元，融资净买入-781.66万元。截至9月30日，西子洁能融资融券余额合计2.11亿 元。 融资方面，西子洁能当日融资买入5968.99万元。当前融资余额2.11亿元，占流通市值的1.49%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，西子洁能9月 ...

Group 1 - The core viewpoint of the news is that Xizi Clean Energy has seen a significant increase in its stock price, rising by 5.87% to 16.23 CNY per share, with a total market capitalization of 13.567 billion CNY [1] - Xizi Clean Energy, established in Hangzhou, Zhejiang Province, specializes in the manufacturing of heat recovery boilers, power station boilers, auxiliary equipment, and industrial boilers, with its main business revenue composition being: solutions 50.21%, heat recovery boilers 18.98%, clean energy equipment 17.00%, spare parts and services 10.14%, and others 3.67% [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Xizi Clean Energy, having increased its holdings by 414,600 shares in the second quarter, now holding 2.0683 million shares, which accounts for 0.28% of the circulating shares [2] - The Southern CSI 1000 ETF has a total scale of 64.953 billion CNY and has achieved a year-to-date return of 25.56%, ranking 2090 out of 4220 in its category, with a one-year return of 53.35%, ranking 1382 out of 3835 [2]

9月26日，力聚热能跌0.08%，成交额8891.66万元。两融数据显示，当日力聚热能获融资买入额541.90 万元，融资偿还1334.23万元，融资净买入-792.33万元。截至9月26日，力聚热能融资融券余额合计 9663.61万元。 机构持仓方面，截止2025年6月30日，力聚热能十大流通股东中，泰康品质生活混合A（010874）位居 第三大流通股东，持股40.00万股，相比上期增加15.00万股。泰康策略优选混合（003378）位居第四大 流通股东，持股39.00万股，相比上期增加14.00万股。宝盈成长精选混合A（013895）退出十大流通股 东之列。 责任编辑：小浪快报 资料显示，浙江力聚热能装备股份有限公司位于浙江省湖州市吴兴区埭溪镇上强工业园区茅坞路9号， 成立日期2006年6月27日，上市日期2024年7月31日，公司主营业务涉及热水锅炉与蒸汽锅炉的研发、生 产和销售,产品用于供应采暖和生活用水,以及供应工业生产所需的蒸汽。主营业务收入构成为：工业锅 炉93.56%，维保及合同能源管理6.17%，其他(补充)0.27%。 截至9月19日，力聚热能股东户数7199.00，较上期减少11.36% ...

Summary of XiZi Clean Energy Conference Call Company Overview - **Company**: XiZi Clean Energy - **Date**: September 26, 2025 Key Points Industry and Market Position - **Traditional Boiler Market**: XiZi Clean Energy has a strong performance in the traditional boiler market, with a domestic gas turbine project win rate exceeding 50% and a dry quenching market share over 60% [2][6] - **Product Line**: The company has a diverse product line and a competitive edge in waste heat recovery in high energy-consuming industries [2][6] Financial Performance - **Employee Stock Ownership Plan**: The third phase of the employee stock ownership plan has been initiated, with profit indicators nearing 400 million yuan [2][4] - **Revenue and Orders**: For the first half of 2025, the company reported approximately 2.8 billion yuan in revenue and 2.784 billion yuan in new orders, with a significant order confirmation expected in Q3 [4][10] - **Gross Margin**: The gross margin has rebounded to 20.55%, indicating improved order profitability and quality control [5] Strategic Initiatives - **Expansion into Solar Thermal and Nuclear Power**: The company is actively investing in solar thermal and nuclear power sectors, participating in the construction of a 350 MW solar thermal power station in Qinghai, with costs per kilowatt-hour reduced to around 0.50 yuan [2][7][12] - **Nuclear Power Orders**: Expected to secure 300-500 million yuan in new nuclear power orders next year, with a target of reaching 2 billion yuan in five years [2][9][13] Leadership and Governance - **New Chairman's Vision**: The new chairman, Wang Kefe, has outlined a clear development direction focusing on enhancing competitiveness in thermal power and nuclear energy, improving management efficiency, and emphasizing market capitalization management [2][8][15] Shareholder Structure Changes - **Shareholding Adjustments**: The completion of the convertible bond conversion has increased public shareholding from 20% to approximately 33%, enhancing market liquidity and transparency [3] Future Outlook - **Growth in Solar Thermal Market**: The company anticipates significant growth in the solar thermal market, with a target to reduce costs to 0.40 yuan per kilowatt-hour during the 14th Five-Year Plan [12][17] - **Nuclear Fusion Initiatives**: XiZi Clean Energy is exploring opportunities in the nuclear fusion sector, aiming to establish long-term partnerships for equipment manufacturing [9][16] Competitive Landscape - **Solar Thermal Business**: The company holds about one-third market share in solar thermal projects, but faces increasing competition from other players [17][18] - **Profitability in Solar Thermal**: The gross margin for solar thermal projects exceeds 25%, significantly higher than traditional business lines [18] Conclusion - XiZi Clean Energy is positioned for growth with strategic investments in renewable energy sectors, a solid financial foundation, and a proactive leadership approach aimed at enhancing operational efficiency and market presence.

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600475 证券简称：华光环能公告编号：临2025-060 ● 风险提示：在合同履行过程中，存在相关政策法规、市场、技术等方面的不确定性风险；存在受不可 抗力影响的风险。 一、签署合同概述 重要内容提示： ● 合同类型及金额：近日，无锡华光环保能源集团股份有限公司（以下简称："华光环能""公司"）成功 签约柬埔寨国公省2×450MW燃机联合循环电站项目，由我公司向中国机械设备工程股份有限公司销售 余热锅炉，合同金额为人民币16,010万元。 ● 合同生效条件：本合同经双方签字盖章后生效。 ● 对上市公司当期业绩的影响：本次签署余热锅炉合同不会对公司2025 年度业绩产生重大影响，但对 公司未来业绩提升带来积极影响。项目建成后，年发电量预计将占柬埔寨全国总发电量的四分之一，系 当地标杆工程，为公司后续深化区域合作、拓展东南亚清洁能源市场奠定坚实基础。 无锡华光环保能源集团股份有限公司关于签署余热锅炉合同的公告 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个别及连带责任。 近日 ...

华光环能（600475）(600475.SH)发布公告，近日，公司成功签约柬埔寨国公省2×450MW燃机联合循环 电站项目余热锅炉采购合同，由公司向中国机械设备工程股份有限公司销售余热锅炉，合同总价约为人 民币1.6亿元。 本次签署余热锅炉合同不会对公司2025年度业绩产生重大影响，但对公司未来业绩提升带来积极影响。 项目建成后，年发电量预计将占柬埔寨全国总发电量的四分之一，系当地标杆工程，为公司后续深化区 域合作、拓展东南亚清洁能源市场奠定坚实基础。 ...

每经AI快讯，9月26日，华光环能（600475）晚间公告，公司近日成功签约柬埔寨国公省2×450MW燃机 联合循环电站项目，由公司向中国机械设备工程股份有限公司销售余热锅炉，合同金额为人民币1.6亿 元。合同经双方签字盖章后生效，预计2026年内完成全部交付。此次签署合同不会对公司2025年度业绩 产生重大影响，但对未来业绩提升带来积极影响。项目建成后，年发电量预计将占柬埔寨全国总发电量 的四分之一，为公司后续深化区域合作、拓展东南亚清洁能源市场奠定坚实基础。 ...

Core Viewpoint - Huaguang Huaneng (600475.SH) has successfully signed a contract for the procurement of waste heat boilers for a 2×450MW gas-fired combined cycle power plant project in Cambodia, with a total contract value of approximately RMB 160 million [1] Group 1: Contract Details - The contract involves the sale of waste heat boilers from the company to China National Machinery Equipment Corporation [1] - The signing of this contract is not expected to have a significant impact on the company's performance in 2025, but it is anticipated to positively influence future performance [1] Group 2: Project Impact - Once completed, the project is expected to generate an annual electricity output that will account for one-quarter of Cambodia's total electricity generation [1] - This project is considered a benchmark project in the region, laying a solid foundation for the company to deepen regional cooperation and expand into the Southeast Asian clean energy market [1]

格隆汇9月26日丨华光环能(600475.SH)公布，近日，公司成功签约柬埔寨国公省2×450MW燃机联合循 环电站项目余热锅炉采购合同，由我公司向中国机械设备工程股份有限公司销售余热锅炉，合同总价为 人民币16,010万元。 ...