近日，中能电气连发多条公告，披露其2023年发行的4亿元可转债最终以提前赎回告终，而原定投入项目的募集资金仅有6.35%用于新能源储充、研发中心 项目。值得注意的是，公司拟终止的募投项目新能源储充项目相关概念在今年受到二级市场的追捧。公司股价在11月初大涨触发可转债赎回条款，最终绝大 部分可转债转股，仅有不到200万元可转债实现赎回。可转债募资投入热门项目的金额与原计划相去甚远 根据中能电气2025年12月24日发布的《关于变更募集资金用途并用于永久补充流动资金的公告》，截至2025年12月15日，仅有6.35%的募集资金投入到新能 源储充、研发中心项目中。 公告显示，中能电气2023年向不特定对象发行可转换公司债券400万张，发行面值100元/张，募集资金总额为人民币4亿元，扣除发行费用（不含税）人民币 515.86万元后，实际募集资金净额为人民币3.95亿元。 值得注意的是，中能电气拟终止的募投项目涉及今年相对热门的新能源储能、充电桩等概念。 尤其是储能方面，今年二级市场表现亮眼。同花顺储能指数在今年4月份以来经历了一波显著的上涨，该指数从4月份的低点1489.71点一度涨至8月份的高点 2502.54点 ...

金元顺安元启灵活配置混合（004685）基金经理为缪玮彬。 截至发稿，缪玮彬累计任职时间9年10天，现任基金资产总规模14.32亿元，任职期间最佳基金回报 571.99%， 任职期间最差基金回报-28.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 12月23日，中能电气涨5.52%，截至发稿，报10.51元/股，成交6.66亿元，换手率14.35%，总市值66.21 亿元。 资料显示，中能电气股份有限公司位于福建省福州市仓山区金山工业区金洲北路20号，成立日期2002年 12月2日，上市日期2010年3月19日，公司主营业务涉及35kV及以下电压等级电力电缆配电系统相关产 品的技术开发、生产制造和销售。主营业务收入构成为：电网智能化产品87.99%，电力施工服务 8.41%，光伏发电服务2.18%，其他(补充)1.42%。 从中能电气十大流通股东角度 数据显示，金元顺安基金旗下1只基金位居中能电气十大流通股东。金元顺安元启灵活配置混合 （004685）三季度增 ...

12月1日，中能电气涨5.01%，截至发稿，报9.01元/股，成交3.75亿元，换手率9.98%，总市值53.86亿 元。 截至发稿，缪玮彬累计任职时间8年353天，现任基金资产总规模14.32亿元，任职期间最佳基金回报 577.59%， 任职期间最差基金回报-28.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，中能电气股份有限公司位于福建省福州市仓山区金山工业区金洲北路20号，成立日期2002年 12月2日，上市日期2010年3月19日，公司主营业务涉及35kV及以下电压等级电力电缆配电系统相关产 品的技术开发、生产制造和销售。主营业务收入构成为：电网智能化产品87.99%，电力施工服务 8.41%，光伏发电服务2.18%，其他(补充)1.42%。 责任编辑：小浪快报 从中能电气十大流通股东角度 数据显示，金元顺安基金旗下1只基金位居中能电气十大流通股东。金元顺安元启灵活配置混合 （004685）三季度增持15.74万股，持有股数229.5万股，占 ...

Group 1 - The core point of the news is that Zhongneng Electric experienced a decline of 5.18% in its stock price, reaching 10.79 CNY per share, with a trading volume of 1.087 billion CNY and a turnover rate of 25.58%, resulting in a total market capitalization of 6.017 billion CNY [1] - Zhongneng Electric, established on December 2, 2002, and listed on March 19, 2010, is located in Fuzhou, Fujian Province. The company specializes in the development, manufacturing, and sales of power cable distribution systems related to voltage levels of 35kV and below [1] - The main revenue composition of Zhongneng Electric includes: 87.99% from smart grid products, 8.41% from power construction services, 2.18% from photovoltaic power generation services, and 1.42% from other supplementary services [1] Group 2 - Among the top ten circulating shareholders of Zhongneng Electric, a fund under Jinyuan Shun'an Fund has increased its holdings by 157,400 shares, bringing its total to 2.295 million shares, which accounts for 0.59% of the circulating shares. The estimated floating loss today is approximately 1.354 million CNY [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685), managed by Miao Weibin, has a total asset scale of 1.432 billion CNY. Since its inception, it has achieved a return of 567.57% [2][3] - The fund has shown a year-to-date return of 42.95%, ranking 1607 out of 8219 in its category, and a one-year return of 44.06%, ranking 949 out of 8125 [2]

Core Insights - The State Grid Weihai City Wendeng District Power Supply Company is actively engaging in maintenance work for photovoltaic customers, focusing on enhancing the efficiency of solar power generation [1] Group 1: Maintenance Activities - The service team utilized infrared thermometers to assess the operational status of photovoltaic equipment [1] - Inspections included checking grid connection meters and islanding devices to ensure proper functionality [1] - The team provided guidance to customers on summer photovoltaic power generation precautions and adjustments to grid voltage to improve generation efficiency [1] Group 2: Future Plans - The service team plans to implement a "grid-based" model for comprehensive inspections and maintenance of photovoltaic customers [1] - This initiative aims to support low-carbon and green development efforts [1]

Core Viewpoint - The integration of photovoltaic (PV) technology with agriculture, known as "牧光互补" (pastoral-photovoltaic complementarity), is being actively promoted in Gansu Province, enhancing both energy production and livestock farming efficiency [1][6]. Group 1: Policy and Initiatives - Gansu Province's Energy Bureau, Agriculture and Rural Affairs Department, and State Grid Gansu Electric Power Company have launched pilot projects for distributed PV systems, encouraging models that involve public buildings and collective land for shared benefits [2]. - The State Grid Gansu Electric Power Company has established a provincial-level power service institution to streamline the connection of renewable energy sources to the grid, enhancing service efficiency and collaboration with government entities [3]. Group 2: Project Implementation and Services - The company provides comprehensive support throughout the project lifecycle, including personalized tracking services, streamlined application processes, and ongoing maintenance checks to ensure the stability of PV systems [5]. - The "牧光互补" model has been successfully implemented across Gansu, with 26 pilot projects planned for 2024, totaling an installed capacity of 129.9 megawatts, and aims to reach 3,500 megawatts by the end of 2025 [6]. Group 3: Economic and Ecological Benefits - The integration of PV systems with livestock farming not only boosts energy production but also enhances agricultural productivity, creating a sustainable model that benefits local economies [1][6]. - The ongoing development of this model is expected to contribute significantly to rural revitalization, improving both ecological and economic outcomes for farmers [6].