齐鲁晚报.齐鲁壹点周千清 为确保正式供暖前各设施达到良好运行状态，9月15日，菏泽民生热力集团公司正式启动今冬供暖前的注水打压工作，注水打压的进行，标志着今冬供暖 工作正式进入"倒计时"。 根据打压计划，9月15日，菏泽民生热力首先对武装部家属院、菏水嘉园、文心花园、万象城A区、西城一品、福临名苑—期、奥斯卡春城等小区进行注 水打压，预计10月底前注水打压工作将全部完成 记者当日实地探访西城一品和福临阅城名苑小区，见证供热系统预热前的关键准备环节。在西城一品换热站，菏泽民生热力运行人员李跃，正在做循环泵 盘车等一系列注水打压的准备工作，"注水打压前得确保轴体转动顺畅，没卡顿才放心。"随着他按下启动按钮，设备仪表盘上的指示灯依次亮起，轻微的 嗡鸣声逐渐在站房里扩散。 | 14 | 9 月 18-20 日 | 万象城 C 区 | 17852880219 | | --- | --- | --- | --- | | 15 | 9 月 19-20 日 | 花园小区 | 17852880258 | | 16 | 9 月 19-20 日 | 阅城国际花园 期 | 17852880202 | | 17 | 9 月 19-20 ...

Group 1 - The core viewpoint of the article is the establishment of a new energy company in Hubei, which includes heating services as part of its business operations [1] - The newly formed company, China Coal (Macheng) New Energy Co., Ltd., has a registered capital of 50 million yuan [1] - The business scope of the company includes power generation, transmission, distribution, hydropower generation, heating services, cooling services, and thermal production and supply [1] Group 2 - The company is jointly owned by China Coal Energy Group Co., Ltd. and Macheng City Energy Investment and Development Co., Ltd. [1] - The legal representative of the new company is Xue Jianwei [1]

Group 1 - Inner Mongolia's Genhe City officially starts its heating season on September 1, lasting for 9 months, making it one of the earliest cities in China to begin heating [1] - Genhe City, known as the "Cold Extreme of China," has an average annual temperature of -5.3 degrees Celsius, with extreme lows reaching -58 degrees Celsius [1] - The heating coverage spans 2.16 million square meters, benefiting 26,000 users [1] Group 2 - Genhe Guangming Thermal Power Company has completed 363 maintenance tasks to ensure stable equipment operation [1] - The company has invested over 30 million yuan in ultra-low emission modifications, significantly reducing air pollutant emissions [1]

Core Viewpoint - 联美控股's H1 2025 financial results show a slight decline in revenue but an increase in net profit, indicating resilience despite challenges in its subsidiary, 兆讯传媒 [1][2] Financial Performance - H1 2025 revenue reached 1.898 billion yuan, down 2.65% year-on-year, while net profit attributable to shareholders was 525 million yuan, up 9.87% year-on-year [1] - Q2 2025 revenue was 200 million yuan, down 14.34% year-on-year and 88.24% quarter-on-quarter, with a net loss of 93.49 million yuan, reflecting a 7.81% decline year-on-year and a 115.13% decline quarter-on-quarter [1] - The company's gross margin improved by 3.8 percentage points year-on-year to 39.2%, driven by lower coal prices reducing operating costs [1] Subsidiary Performance - 兆讯传媒's H1 2025 revenue decreased by 8.81% year-on-year to 293 million yuan, with a net profit of 21.39 million yuan, down 47.7% year-on-year [2] - The decline in 兆讯传媒's net profit was attributed to tightened advertising budgets and upfront costs for new outdoor screen placements [2] - The company continues to strengthen its high-speed rail media network, with 531 signed railway passenger stations and 5030 digital media screens in operation [2] Business Segments - The heating business saw revenue and gross margin increase by 2.1% and 7.6 percentage points year-on-year, respectively, reaching 1.42 billion yuan and 39.0% [1] - Key subsidiaries showed varied performance, with浑南热力, 新北热电, and 国惠新能源 reporting stable revenues and differing net profit growth rates [1] Profit Forecast and Valuation - The company maintains its profit forecast, expecting net profits of 836 million yuan, 930 million yuan, and 1.046 billion yuan for 2025-2027, with corresponding EPS of 0.37, 0.41, and 0.46 yuan [3] - A target PE of 20.7x for 2025 is set, with a target price of 7.66 yuan, reflecting a positive outlook on gross margin trends and growth potential in outdoor advertising [3]

Core Viewpoint - Inner Mongolia's cities of Genhe and Eerguna have commenced their heating season, which will last for 9 months until May 31, 2026, marking the longest heating period in China [1] Group 1: Heating Season Details - The heating season started on September 1, with temperatures in homes reaching around 26°C [1] - Genhe City, known as the "Cold Extreme of China," has recently experienced nighttime temperatures dropping to single digits [1] - Eerguna City is also feeling the chill as autumn approaches, prompting preparations for the heating season [1] Group 2: Infrastructure and Operations - Genhe Thermal Power Company's operations department is actively monitoring heating network equipment, measuring vibration and temperature parameters [1] - Eerguna's thermal plant has completed comprehensive maintenance on all key equipment and installed an intelligent monitoring system for real-time anomaly detection [1] - The heating capacity of the Eerguna thermal plant covers over 2.7 million square meters [1]

Core Viewpoint - The establishment of Guoneng (Shenyang) Thermal Power Co., Ltd. indicates a strategic move in the energy sector, focusing on power generation and supply services [1] Company Summary - Guoneng (Shenyang) Thermal Power Co., Ltd. was established on August 23 with a registered capital of 1 billion RMB [1] - The company is fully owned by Beijing Guodian Power Co., Ltd., which is held approximately 57% by Guodian Power (600795) and 43% by China Shenhua (601088) [1] - The operational scope includes power generation, transmission, distribution, heating services, and research in emerging energy technologies [1]

Group 1 - Shenyang Shenghong Heating Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The company is wholly owned by Shenyang Huishan Construction Investment Co., Ltd. [1] - The legal representative of the company is Guo Jian [1] Group 2 - The business scope includes heating services, heat production and supply, and property management [1] - The company operates in the electricity, heating, gas, and water production and supply industry [1] - The registered address is located at No. 120, Qingxi Street, Shenyang Beixin District, Liaoning Province [1]

Core Viewpoint - Recently, Huachi County Huiyuan Heating Service Co., Ltd. was established with a registered capital of 5 million RMB, fully owned by Huachi County Huiyuan Thermal Power Co., Ltd. [1] Company Summary - Company Name: Huachi County Huiyuan Heating Service Co., Ltd. [1] - Legal Representative: Yang Jianjin [1] - Registered Capital: 5 million RMB [1] - Shareholder: Huachi County Huiyuan Thermal Power Co., Ltd. holds 100% [1] - Business Scope: Includes heating services, construction engineering (excluding nuclear power station construction and civil airport construction), electrical installation services, thermal production and supply, coal and products sales, general equipment repair, specialized equipment repair, engineering management services, engineering technical services (excluding planning management, surveying, design, and supervision), foreign contracting services, government procurement agency services, procurement agency services, and residential water and electricity installation and maintenance services [1] Industry Summary - Industry Standard: Power, heating, gas, and water production and supply [1] - Address: 31 Huqing Road, Rouyuan Town, Huachi County, Qingyang City, Gansu Province [1] - Company Type: Limited liability company (wholly owned by a legal entity) [1] - Business Duration: From August 6, 2025, to indefinite [1] - Registration Authority: Market Supervision Administration of Huachi County, Qingyang City [1]

Group 1 - Guangzhou Lingwei Property Management Co., Ltd. has been established with Peng Zhihua as the legal representative [1] - The company's business scope includes security system monitoring services, IoT application services, heating services, and property management [1] - Lingwei Technology (301373) holds 100% ownership of the newly established company [1]

天眼查App显示，近日，南通通瀚热力有限公司成立，法定代表人为项海波，注册资本500万人民币， 由宁波立奥能源有限公司全资持股。 企业名称南通通瀚热力有限公司法定代表人项海波注册资本500万人民币国标行业电力、热力、燃气及 水生产和供应业>电力、热力生产和供应业>电力生产地址江苏省南通市如皋市磨头镇丁磨路105号1栋 1102企业类型有限责任公司（自然人投资或控股的法人独资）营业期限2025-7-31至无固定期限登记机 关如皋市行政审批局 来源：金融界 序号股东名称持股比例1宁波立奥能源有限公司100% 经营范围含许可项目：发电业务、输电业务、供（配）电业务；供暖服务；输电、供电、受电电力设施 的安装、维修和试验；建设工程施工（依法须经批准的项目，经相关部门批准后方可开展经营活动，具 体经营项目以审批结果为准）热力生产和供应；铁路运输基础设备销售；先进电力电子装置销售；电气 设备销售；电气设备修理；对外承包工程；发电技术服务；输配电及控制设备制造；储能技术服务；太 阳能发电技术服务；余热发电关键技术研发（除依法须经批准的项目外，凭营业执照依法自主开展经营 活动） ...