南财智讯10月31日电，宏英智能公告，公司全资子公司上海宏英新能源科技有限公司作为联合体牵头单 位，与中海海洋建设工程发展有限公司、内蒙古银河电力安装工程有限公司组成的联合体，于2025年8 月27日与民乐县卓航新能源开发有限公司签署了《民乐县二期350MW/700MWh独立储能电站项目工程 PC总承包合同》，合同总价款（含税）为6.16亿元。工程承包范围包括350MW/700MWh储能电站的方 案设计、设备供应与集成、软件系统开发与调试、土建电气及消防弱电工程施工、项目工程管理等，计 划并网日期为2026年3月31日，计划竣工日期为2026年9月30日。如项目顺利履行，预计将对公司未来的 经营业绩产生积极影响。 ...

公司碳酸锂生产成本约为每吨 6.5 万至 7 万元，处于行业中等偏上水平。 虽然锂材料业务受碳酸锂市场行情影响同比减少 2.61 亿元，但公司将 通过调整经营策略和增加套期保值等措施减亏。 公司预计 2025 年底交付 4 吉瓦时储能电站，2026 年交付量不低于 10 吉瓦时。重点布局河北、内蒙古等省份，以河北为例，并网电站资本金 内部收益率（IRR）达到 20%-25%以上，全投资 IRR 也达到 12%- 13%，显示出良好的盈利能力。 科力远未来三年将集中布局网侧独立电站等储能场景，预计每年增速超 过 100%。公司总裁对股权激励目标充满信心，认为储能业务将成为未 来增长的主要贡献者，占比可能超过 70%。 度累计营业收入为 30.86 亿元，同比增长 25.25%；归母净利润为 1.32 亿元， 同比增长 539.97%；扣非净利润为 8,404 万元，同比增长 2,353.38%。 科力远 20251029 摘要 科力远 2025 年第三季度营收 12.65 亿元，同比增长 28.31%；归母净 利润 8,043 万元，同比暴增 2,836.88%。前三季度累计营收 30.86 亿 元，同比增长 ...

Core Viewpoint - Ningxia Guoyun New Energy Co., Ltd. has successfully completed a major asset restructuring, transitioning from traditional manufacturing to the renewable energy sector, becoming the only listed platform for renewable energy generation in the Ningxia Hui Autonomous Region [1][2]. Group 1: Major Asset Restructuring - The asset restructuring plan was approved by the regional state-owned assets supervision and administration commission and was passed by the company's shareholders on July 11, 2025 [2]. - The transaction involved the disposal of the original bearing manufacturing business and the acquisition of 100% equity in Ningxia Electric Power New Energy Co., Ltd., which focuses on wind, solar, and energy storage projects [2]. Group 2: Significant Improvement in Operating Performance - For the first three quarters of 2025, the company reported revenue of 504 million yuan, a year-on-year increase of 7.74%, and a net profit attributable to shareholders of 118 million yuan, up over 500% [3]. - Operating cash flow increased by 105.47% year-on-year, driven by the expansion of the renewable energy generation segment and the disposal of old assets in the bearing sector, contributing 109 million yuan to profits [3]. - Total assets reached 9.536 billion yuan, a 67.19% increase from the previous year, primarily due to the consolidation of new energy assets [3]. Group 3: Strategic Positioning and Future Outlook - Post-restructuring, the company aims to leverage Ningxia's abundant solar and wind resources to accelerate the integration of wind and solar projects [4]. - The company plans to promote energy collaboration and "green electricity direct supply" models, expanding the application of renewable energy in digital infrastructure [4]. - The restructuring marks a significant milestone, positioning the company as a key player in the renewable energy sector and a model for green energy development in China [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000672 证券简称：上峰水泥 公告编号：2025-069 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第三季度财务会计报告是否经过审计 □是 R否 一、主要财务数据 （一）主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 （二）非经常性损益项目和金额 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况： □适用 R不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 今年前三季度公司"双轮驱动"战略稳健落地，主业业绩保持增长及领先竞争力的同时，新质投资业务业 绩贡献比例上升，半导体领域股权投资影响力及投资价值增长潜力持续增强，新培育业务生态资源积累 继续 ...

科技日报记者 张景阳 "十四五"期间，内蒙古自治区启动"科技突围"工程，不断引领优势特色产业实现高质量发展。 实施这一工程，是内蒙古聚焦优势、破解瓶颈、瞄准高端的精准战略出击。以科技创新为引擎，内蒙古将风、光、稀土、奶源等独特资源禀赋，锻 造成引领未来、具有全球竞争力的产业，为中国北疆的高质量发展写下生动注脚。 新能源产业保持领跑 近日，内蒙古中电储能技术有限公司（以下简称"中电储能"）投资的"呼和浩特市赛罕30万千瓦/120万千瓦时独立储能电站"开工建设。 该储能电站的建设基础，是2024年度呼和浩特市"科技突围"工程重点示范项目"微电网绿电消纳储能技术研发及装备制造应用"的研究成果。该示范 项目实现了绿电就地消纳、电力平衡，为破解新能源消纳难题提供有效样本。 智能微电网正逐渐成为构建新型电力系统的关键技术。2024年，中电储能聚焦微电网绿电消纳场景下储能系统产品研发制造，与多家科研院所、高 校协同攻关，取得了系列进展。 截至目前，团队研发出3种适用于微电网的储能产品，产品容量功率比不小于1，循环效率不小于95%，安全预警率100%，极早期预警准确率大于 等于98%。 中电储能首席技术官董兆一介绍："项目组 ...

网侧独立储能相比自建储能优势明显，调用次数有保障，且容量电价政 策优先实施于商业级大型独立储能。但需注意商业级大型独立储能投资 略高，设备多为购网型，调频能力更强。 Q&A 管 136 号文取消强制储能配建后，部分地区仍以其他形式要求，但通过 优化存量场地和配置，储能收益良好，促使企业从 2025 年开始进行长 单改造，包括新增和优化现有储能设施。 早期配置的储能设备面临电芯更换需求，预计在 2026-2027 年集中释 放，为储能市场带来新的增长点。 2025 年发电侧配置储能意愿不强，虽收益率较高，但发电企业不倾向 大规模推进，即使有容量补偿和容量电价激励，也不会因经济性而大量 建设，因非主营业务。 解决新能源消纳问题，关键在于电网调度权。辽宁等地试点将调度权下 放发电侧，允许自主调度，以缓解弃风弃光并提升经济效益，但多数地 区仍为统一调度。 国家考虑下放发电侧调度权并执行容量电价政策，以应对弃风弃光率恶 化。中电联讨论储能容量电价测算，但目前重视程度和新增装机不足。 储能容量电价主要来源于售电收入，由全社会承担调节成本。甘肃拟将 煤电容量电价提升至 330 元/千瓦，但因用电成本增加，尚未最终确定， 目 ...

Core Viewpoint - Yongqing Environmental Protection Co., Ltd. reported a significant increase in net profit and revenue for the first three quarters of 2025, driven by a strategic shift towards renewable energy and hazardous waste resource utilization [1][2]. Financial Performance - The company achieved a net profit of 98.79 million yuan, representing an 18.02% year-on-year increase, while the net profit excluding non-recurring gains soared by 243.98% to 50.10 million yuan [1]. - Total revenue for the first three quarters reached 522 million yuan, marking a 2.66% increase compared to the previous year [1]. Business Strategy - The company is transitioning from a traditional environmental service provider to a "resource recycling solution provider," leveraging its dual focus on environmental protection and renewable energy [2]. - The environmental operation services contributed over 60% of the revenue, with stable cash flows from waste incineration power generation, photovoltaic power generation, and energy storage stations [2]. Cost Management and Profitability - Yongqing Environmental Protection has improved its profitability through refined cost control measures, resulting in a more than 5% decrease in operating costs and a 5.4 percentage point increase in overall gross margin [2]. - The company has established a dual profit-driving mechanism through operational and investment returns, enhancing profitability stability and risk resistance [2]. Cash Flow and Future Outlook - The net cash flow from operating activities reached 144 million yuan, reflecting an 8.24% year-on-year growth, with significant increases in prepayments and inventory indicating proactive project management [3]. - The company has a healthy growth in contract liabilities, suggesting a robust order backlog that supports future revenue growth potential [2]. Dividend and R&D Investment - Yongqing Environmental Protection announced a profit distribution plan, proposing a cash dividend of 0.77 yuan per 10 shares, totaling approximately 49.71 million yuan, signaling confidence in future profitability [4]. - R&D expenditures increased by over 40%, focusing on AI and AR industrial intelligence, pollution reduction technologies, and green extraction processes for precious metals, enhancing the company's technological capabilities [4]. Industry Context - The company is positioned well within the environmental industry, which is experiencing increased concentration and supportive policies, adopting a differentiated high-quality development path through an integrated model of operations, technology, and resource recycling [5].

Core Insights - The new policy financial tools amounting to 500 billion yuan have been officially announced and are aimed at supporting project capital requirements, with nearly 300 billion yuan already allocated as of October 17 [1][2] Investment Allocation - As of October 17, the China Development Bank has allocated 1,893.5 billion yuan and the Agricultural Development Bank has allocated 1,001.11 billion yuan, with a total of nearly 3,000 billion yuan expected to stimulate total project investments of 28 trillion yuan and 12.6 trillion yuan respectively [1] - The Export-Import Bank has indicated that 83% of its allocations are directed towards major economic provinces, with 40% of the funding supporting private capital participation and focusing on digital economy and artificial intelligence projects [1][2] Sector Focus - The new financial tools are designed to support eight key areas: digital economy, artificial intelligence, low-altitude economy, infrastructure for consumption, green and low-carbon transition, agriculture and rural development, transportation and logistics, and municipal and industrial parks [5][9] - The Agricultural Development Bank has invested 671.36 billion yuan in 407 projects across 12 major economic provinces, emphasizing support for emerging industries [2][5] Economic Impact - Analysts predict that the current round of policy financial tools could leverage an additional 2 to 2.5 trillion yuan in new credit growth, potentially boosting economic performance in the fourth quarter and the first quarter of the following year [2][9] - The tools are expected to address both short-term economic stability and long-term structural adjustments, enhancing investment confidence in key sectors [9][10] Market Dynamics - The introduction of these financial tools is seen as a response to the "asset shortage" phenomenon in the financial market, as they expand investment opportunities into more market-oriented sectors [10] - The mechanism of these tools aims to alleviate capital shortages for major projects, thereby activating the overall credit cycle and directing funds towards effective demand areas [10]

1 0月17日，宁夏宁东绿科新能源有限公司现代煤化工产业绿电园区一期储能EPC招标，该储能电站规模300MW/ 1200MWh，要求每 个电池舱容量不小于6 .25MWh。 文件要求投标人必须具备储能系统集成能力，应具备PCS、BMS、EMS集成能力，且具备其中至少一项的自主研发生产能力，且储 能系统集成近两年累计供货业绩1GWh及以上。 文 | 中关村储能产业技术联盟 2.3.2勘测设计工作范围 本项目全部工程的工程设计方案,包含但不限于:完成储能电站地形图测绘、地质勘察〈地质初勘、地质详勘)、气象水文勘察 、初步设计、执行概算、初设评审、技术规范书、消防设计专篇、施工图设计(包括工程量清单及材料清单编制)、施工图相关审查 、竣工图及竣工报告、设计总结报告编制:所有设计必须满足国网宁夏电力公司并网调度的要求。 总体设计、站区总体规划、站区总平面布置及竖向布置、建筑规模及结构(包括PCS、BMS、ENS升压变舱、电池舱等)、站址区域 概括、进站道路及交通运输、进线走廊、电气主接线设计、电气总平面布置及配电装置、电气一、二次设计、设备选型设计、建筑结 构设计、接入系统设计符合等针对本项目各项专题研究等。 储能电 ...

Core Viewpoint - ChipLink Integrated (芯联集成) plans to increase capital by 1.8 billion yuan to its subsidiary ChipLink Pioneer (芯联先锋) to support the ongoing implementation of the "Phase III 12-inch integrated circuit analog mixed-signal chip manufacturing project" [2][5] Group 1: Capital Increase and Financial Tools - The capital increase will ensure that ChipLink Integrated maintains a controlling stake of at least 50.85% in ChipLink Pioneer after the investment [2] - The company intends to apply for a policy financial tool from the National Development Bank, not exceeding 1.8 billion yuan, with a term of 5 years [5] - The funds from the new policy financial tool will be injected as equity capital into ChipLink Pioneer for the aforementioned project, with ChipLink Yuezhou (芯联越州) providing joint liability guarantees [5] Group 2: Strategic Importance and Market Outlook - ChipLink Integrated and its subsidiary are recognized as national high-tech enterprises, and the chips produced will support various strategic emerging industries such as artificial intelligence, the Internet of Things, and new energy vehicles [10] - The capital increase aligns with the company's strategic development plan and market outlook for power module applications, leveraging the new policy financial tool to reduce overall financing costs [10] - The company reported a revenue of 3.495 billion yuan for the first half of 2025, a year-on-year increase of 21.38%, and a net profit attributable to shareholders of -170 million yuan, a year-on-year increase of 63.82% [11]