Industry News - The State Administration for Market Regulation has approved a batch of important national standards related to transportation energy, including 12 standards for road traffic and 14 standards for the shipbuilding industry, aimed at enhancing safety and quality [4] - The National Energy Administration held a mid-term meeting for the pilot resource survey of wind and solar power to ensure high-quality completion of the tasks outlined in the survey plan [4] - The National Mine Safety Supervision Bureau issued a notice clarifying the scope and requirements for mine managers and related personnel across various types of mines [4] Company News - State Grid Corporation accelerated the construction of pumped storage, adding 2.575 million kilowatts of installed capacity in the first half of the year, achieving 70% of its annual production target [5] - Southern Power Grid's 22 key projects for summer peak electricity demand have been completed, with a maximum power load of 240 million kilowatts, a 6.1% increase year-on-year [5] - The first multi-condition deep cold processing plant for natural gas in China has been fully operational, marking a significant advancement in unconventional natural gas utilization [5] - Daya Energy plans to transfer coal production capacity replacement indicators, aiming to complete the transaction before the end of 2025 [7] Local News - In Anhui Province, 537 major projects with a total investment of 324.08 billion yuan have commenced, focusing on new energy vehicles, new materials, and infrastructure [6] - The first "light-storage-charging-discharge-inspection-adjustment" integrated supercharging demonstration station in Jiangxi Province has been put into operation, enhancing the province's new energy charging infrastructure [6] - Inner Mongolia has initiated 34 independent new-type energy storage projects with a total installed capacity of 14.8 million kilowatts, doubling the existing capacity [6] International News - The U.S. House of Representatives advanced the "Big and Beautiful" bill, which includes significant tax cuts and spending measures, setting the stage for further debate and voting [6] - Presidents of Azerbaijan and Uzbekistan agreed to enhance cooperation in the renewable energy sector and expedite the construction of the "Middle Corridor" for improved cross-border transport [6] - Indonesia plans to increase its crude oil production to 1 million barrels per day by 2029 or 2030 to strengthen national energy security [6]

Group 1 - The company plans to transfer a remaining coal production capacity replacement index of 58.65 million tons, which is part of a total of 111.5 million tons that were previously reduced due to capacity cuts in its coal mines [1][2] - The transfer is being entrusted to Yimai Coal Industry Group Co., Ltd. to enhance the likelihood of successful transactions before the index expires on December 31, 2025 [1][2] - The assessed value of the coal production capacity replacement index is 101.132 million yuan, and the final transfer price will be determined by the transaction price set by the property rights trading institution [2] Group 2 - The transaction does not constitute a major asset restructuring as defined by relevant regulations, and it does not require approval from the company's shareholders [2] - The company will not incur any costs associated with the transfer, which is expected to increase the success rate of the transaction and expedite the conversion into cash [2] - The impact of the transaction on the company remains uncertain, as it depends on the success and pricing of the transfer [2]

大有能源（600403）公告，公司所属常村煤矿、千秋煤矿及全资子公司巩铁煤业去产能关闭后折算成的 产能置换指标共计111.5万吨/年。2020年至2021年已成交52.85万吨，剩余58.65万吨未转让成功。为在 2025年底前完成交易，公司拟将该剩余指标委托义马煤业集团股份有限公司统一挂牌转让。交易标的评 估价值为1.01亿元，挂牌底价将不低于该评估价值。交易对公司的影响尚无法确定。 ...

Core Viewpoint - The independent directors of Inner Mongolia Electric Power Investment Energy Co., Ltd. reviewed and approved several proposals related to financing and procurement activities, ensuring compliance with regulations and safeguarding the interests of shareholders, particularly minority shareholders. Group 1: Financing and Trust Transactions - The company’s subsidiary, Inner Mongolia Huomei Hongjun Aluminum Electric Co., Ltd., plans to engage in perpetual trust business with Baorui Trust Co., Ltd. to meet funding needs for the Zaha No. 2 350,000-ton green electricity aluminum project, applying for special bond funding of 700 million yuan [1][2] - The trust funds will be used specifically for the Zaha No. 2 project, with terms being indefinite and interest rates determined through mutual agreement [1][2] Group 2: Procurement and Maintenance Projects - The company’s subsidiary, Tongliao Holin River Pit Power Co., Ltd., intends to use a single-source procurement method to contract the desulfurization system maintenance project to Shenyang Yuanda Environmental Engineering Co., Ltd., which has the necessary qualifications and a good reputation in the region [2][3][4] - The maintenance fee is set at 6.51 million yuan per year, with a total maintenance cost of 14.666 million yuan for the period from October 1, 2025, to December 31, 2027 [4] Group 3: IT Operations and Services - The company plans to procure IT operation and maintenance services for its headquarters and related units through direct negotiation with Beijing Zhongqi Times Technology Co., Ltd., with a total estimated cost of 35.72 million yuan [4][5] Group 4: Capacity Replacement Transactions - The company’s South Open-pit Coal Mine aims to purchase capacity replacement indicators to increase its approved capacity from 18 million tons per year to 20 million tons per year, enhancing competitiveness in the coal market [5][6] - The transaction involves purchasing 100,000 tons of replacement indicators from a subsidiary of the State Power Investment Corporation, which is classified as a related party transaction [5][6]