Core Viewpoint - Funiu Co., Ltd. is making a significant investment of 7.802 billion yuan to accelerate its transition to clean energy through the construction of a pumped storage power station in Fujian Province, which will enhance the company's clean energy capacity [1][2]. Investment and Project Details - The investment of 7.802 billion yuan is aimed at building the South An pumped storage power station with a capacity of 1.2 million kilowatts, expected to take 69 months for construction [2]. - The project is a joint venture with Fujian Water Resources Investment Development Group and Nan'an Energy Industry and Trade Investment Development Group, with a shareholding ratio of 60%, 20%, and 20% respectively [2]. - The project has received approval from the Fujian Provincial Development and Reform Commission, with a financial internal rate of return estimated at 6.5% [2]. Company Strategy and Growth - Funiu Co., Ltd. focuses on a core strategy of "offshore wind power + energy storage + thermal power upgrade," actively participating in the energy structure transformation in Fujian Province [1][2]. - By the end of 2024, the company aims to have a total installed capacity of 6.096 million kilowatts, with clean energy accounting for 56.35% of this capacity [1][2]. - The company plans to add over 6 million kilowatts of new capacity by 2025 and aims to reach 15 million kilowatts of controlled operating capacity by the end of 2025, and over 20 million kilowatts by the end of 2030 [3]. Financial Performance - Funiu Co., Ltd. has shown steady growth in profitability, achieving a net profit of 2.793 billion yuan in 2024, a year-on-year increase of 6.47%, marking a historical high [4]. - In the first half of 2025, the company reported a net profit of 1.337 billion yuan, up 12.48% year-on-year, driven by improved wind conditions and increased electricity generation [4]. - The company’s revenue for the first quarter of 2025 was 3.097 billion yuan, a slight increase of 0.31% year-on-year, while the net profit surged by 42.83% [4]. Diversification and Future Outlook - Funiu Co., Ltd. is diversifying its energy sources, including wind power, natural gas, combined heat and power, coal-fired power, solar power, and pumped storage, to build a competitive edge [4]. - The establishment of the South An pumped storage power station will enhance the company's peak regulation capabilities and lay the foundation for its energy storage business [5]. - The company is transitioning from a traditional energy enterprise to a comprehensive energy service provider, creating new growth opportunities under the "dual carbon" goals [6].

福能股份（600483）（600483.SH）向市场释放利好。 6月25日晚，福能股份公告称，公司控股股东及其一致行动人拟1亿至2亿元增持公司股份，本次增持计 划不设定价格区间。 截至6月25日，能源集团及其一致行动人累计持有福能股份股份15.53亿股，占公司总股本的55.87%。其 中，能源集团持有公司股份15.36亿股，占公司总股本的55.25%。 这是福能股份控股股东年内抛出的第二次增持计划。3月，福能股份控股股东启动了第一次股票增持计 划，并于6月完成。 近年来，福能股份经营业绩表现较为稳健。 2022年至2024年，公司归母净利润持续增长。2025年一季 度，报告期内，公司实现营业收入30.97亿元，同比增长0.31%；归母净利润为7.52亿元，同比增长 42.83%；扣非净利润为7.42亿元，同比增长41.89%。 控股股东年内第二次增持 6月25日晚间，福能股份发布了关于控股股东及其一致行动人再次增持公司股份计划的公告，这也是其 年内第二次增持。 公告显示，福能股份于近日收到控股股东福建省能源集团有限责任公司（以下简称"能源集团"）告知 函，能源集团及其一致行动人福建省福能兴业股权投资管理有限公 ...