每经AI快讯，新中港（SH 605162，收盘价：8.91元）10月10日晚间发布公告称，公司第三届第十五次 董事会会议于2025年10月10日在公司会议室以现场与线上相结合的方式召开。会议审议了《关于续聘会 计师事务所的议案》等文件。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 2025年1至6月份，新中港的营业收入构成为：热电联产占比95.17%，储能电力占比4.73%，其他业务占 比0.1%。 截至发稿，新中港市值为36亿元。 ...

每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 曾健辉） 每经AI快讯，新中港（SH 605162，收盘价：8.77元）10月9日晚间发布公告称，截至2025年9月30日， 公司通过集中竞价交易方式回购股份约312万股，已回购股份占公司总股本的比例为0.78%，回购的最 高成交价为8.91元/股，最低成交价为8.51元/股，支付的总金额为人民币约2734万元。 2025年1至6月份，新中港的营业收入构成为：热电联产占比95.17%，储能电力占比4.73%，其他业务占 比0.1%。 截至发稿，新中港市值为35亿元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Core Viewpoint - The company, Zhejiang Xinhonggang Thermal Power Co., Ltd., is focusing on developing a "three-dimensional virtual power plant" system and aims to enhance its carbon neutrality efforts through various projects and technologies [2][3]. Company Overview - Zhejiang Xinhonggang Thermal Power Co., Ltd. was established on October 17, 1997, and listed on July 7, 2021. The company primarily engages in the production and supply of thermal and electric power through cogeneration, with 95.17% of its revenue coming from this segment [7]. Financial Performance - As of June 30, the company reported a decrease in revenue to 364 million yuan, down 17.74% year-on-year, and a net profit of 61.81 million yuan, down 4.62% year-on-year [8]. Market Activity - On September 24, the company's stock rose by 2.76%, with a trading volume of 50.71 million yuan and a turnover rate of 1.43%, bringing the total market capitalization to 3.581 billion yuan [1]. Investment Projects - The company is planning to construct a "three-dimensional virtual power plant" to improve operational efficiency and safety through real-time data analysis and modeling [2]. - The company aims to establish a regional comprehensive energy supply center and carbon neutrality center, focusing on enhancing efficiency and reducing carbon emissions through new unit expansions and technological upgrades [2]. Carbon Emission Management - The company reported a total carbon emission quota of 2.6483 million tons for 2019 and 2020, with actual emissions of 2.1483 million tons, resulting in a surplus of 500,100 tons, which is 18.88% of the quota [2]. - The company has initiated measures to reduce carbon emissions, including the production line of RDF and the upcoming operation of a biomass fuel boiler renovation project [2]. Shareholder Information - As of June 30, the number of shareholders decreased to 20,400, a reduction of 4.18%, while the average circulating shares per person increased by 4.37% to 19,622 shares [8].

Group 1 - The core point of the article is that New Zhonggang (SH 605162) announced the convening of its 14th meeting of the third board of directors on August 25, 2025, to review the semi-annual report and summary for 2025 [1] - For the first half of 2025, New Zhonggang's revenue composition is as follows: combined heat and power accounts for 95.17%, energy storage electricity accounts for 4.73%, and other businesses account for 0.1% [1] - As of the time of reporting, New Zhonggang has a market capitalization of 3.6 billion yuan [1] Group 2 - The A-share market has seen trading volumes exceed 2 trillion yuan for eight consecutive days, indicating strong market activity [1] - Major industry players are actively recruiting for the autumn season, with 25 job positions available, highlighting a demand for talent in the sector [1]

Group 1 - The company, New Zhonggang, announced that as of July 31, 2025, it has not conducted any share buybacks [2] - For the fiscal year 2024, the revenue composition of New Zhonggang is as follows: 95.26% from cogeneration, 2.48% from coal trading, 2.03% from energy storage, and 0.22% from other businesses [2]

Core Viewpoint - The credit rating report for Zhejiang Xinzhonggang Thermal Power Co., Ltd. indicates a stable outlook with an AA- rating, reflecting the company's natural monopoly in the region and stable cooperation with downstream customers [3][4]. Company Overview - Zhejiang Xinzhonggang Thermal Power Co., Ltd. operates as a combined heat and power (CHP) enterprise, maintaining a significant market position in the Shengzhou Economic Development Zone [4][5]. - The company has a stable customer base, primarily supplying steam to over 150 industrial users in the Shengzhou area, and sells electricity directly to the State Grid [14][16]. Financial Performance - The company's total debt as of March 2025 is reported at 3.87 billion, with total equity at 13.34 billion [3]. - Revenue from the thermal power business decreased by 9.54% in 2024 compared to 2023, attributed to a slight decline in demand from industrial enterprises in the region [5][15]. - Despite a decrease in revenue, the company experienced an increase in gross profit margin due to a reduction in coal procurement prices, which decreased by 12.88% [16][19]. Operational Highlights - The company has implemented high-parameter back-pressure units and new circulating fluidized bed boilers, achieving a comprehensive thermal efficiency exceeding 80% in 2024 [4][19]. - The newly added energy storage business has shown strong profitability, with a gross margin of 47.55% in its first year of operation [4][5]. Market Environment - The thermal power industry is characterized by high policy and capital barriers, with a natural monopoly in regions where early entrants have established their operations [10][11]. - The demand for centralized heating is growing, although the growth rate has slowed in recent years, with the total area of centralized heating reaching 11.549 billion square meters by the end of 2023 [12][13]. Future Outlook - The company is expected to continue benefiting from its stable customer relationships and the profitability of its energy storage and compressed air businesses [5][6]. - Ongoing capital expenditure pressures are anticipated due to several projects under construction, with a total investment of 2.57 billion planned [20].

Core Viewpoint - The article discusses the impact of the U.S. government's fluctuating tariffs on China, highlighting the resilience and adaptability of Chinese export-oriented companies in the face of these challenges [2][4][6]. Group 1: Tariff Impact - The U.S. government recently raised tariffs on Chinese goods to an unprecedented 125%, but subsequently exempted certain electronic products from these tariffs [2]. - Since the onset of the trade war, China's exports to the U.S. have decreased from 19.2% of total exports in 2018 to an estimated 14.7% in 2024, while U.S. investments in China have reached a record high of $1.27 trillion [4]. Group 2: Company Responses - Companies are not panicking but are instead strategizing their next steps, indicating a shift in mindset after eight years of trade conflict [4][14]. - Many companies plan to expand their business into non-U.S. markets, particularly in Europe and other emerging markets, to mitigate the impact of tariffs [8][12]. Group 3: Market Opportunities - Despite the high tariffs, some U.S. clients continue to place orders, demonstrating confidence in Chinese products and the competitive advantages they offer [4]. - Companies are exploring new markets and adapting their strategies to meet local consumer demands and cultural preferences in regions such as Europe, Central Asia, Southeast Asia, and Africa [8][10]. Group 4: Logistics and Supply Chain Adjustments - Logistics companies are adjusting their operations to follow client needs, indicating a proactive approach to changing market dynamics [10]. - Companies like 华夏物流 have already begun expanding their logistics networks in response to geopolitical changes, focusing on regions like Europe [11]. Group 5: Long-term Strategies - Companies are considering long-term strategies such as price adjustments, shifting supply chains, and increasing sales in alternative markets to counteract the effects of tariffs [11][12]. - The sentiment among many business leaders is one of resilience, with a belief that innovative solutions will emerge from the current challenges [13][14].