中新社福建宁德10月5日电题： "中国银耳第一村"走出富民兴业路 秋季清晨，福建省宁德市古田县吉巷乡坂中村内，青山绿水环抱，成片蓝色太阳能光伏板在菇棚顶上整 齐排列，棚下朵朵银耳如花绽放，构成一幅独具特色的乡村产业图景。 藏身于翠屏湖畔的坂中村，曾是面临发展困境的库区移民村。如今，这里90%村民以银耳种植为生，年 产银耳超2000万袋、产值突破1亿元(人民币，下同)，被誉为"中国银耳第一村"。 "这批银耳再过半个月就能采收上市了。"当地菇农彭仁胜介绍说，以前自建传统菇棚，木架搭顶、茅草 盖帘，四周围着黑塑料膜，又矮又闷还怕着火；现在钢架结构的光伏菇棚又高又宽敞，通风好、光线 足，还能容纳更多菌棒。 "棚顶发电、棚下种菇，实现了菇农、村财和光伏企业的三方增收。"坂中村村委会主任高益清指着连片 的光伏菇棚介绍说，该村积极探索菇棚"光伏+"模式，建设占地约16000平方米的光伏菇棚基地，打造光 伏菇棚98间。截至2024年底，村民收入稳步提升，人均年收入达到3.5万元。 "我们从企业拿来接种好的菌棒来培育，不仅银耳品质更好，感染率也大大降低，年收入提高了近三 成。"菇农高建平说。 产业振兴，村庄"颜值"也逐渐提升。 ...

3. 公司新能源项目资源储备情况？ 2025 年上半年，公司保持规模发展与质量效益并重，响应国家 重大发展战略，优化发展导向。全力推动"沙戈荒"风光大基地项 目，加强海上风电拓展，优先争取中东南部消纳有保障且电价相对 较优区域的竞配指标，精准科学合理实施"以大代小"项目，因地 制宜推进共享储能项目，充分发挥集团一体化优势，推进产业协同 发展，站高谋远推动深远海项目发展，稳妥推进新能源项目并购。 证券代码： 001289 证券简称：龙源电力 龙源电力集团股份有限公司投资者关系活动记录表 编号：2025-03 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 （请文字说明其他活动内容） | | | 摩根大通、花旗、汇丰、中信证券、中金、大和证券、招商证券、 | | 参与单位名称 | 华源证券、兴业证券等 | | 时间 | 2025 年 08 月 20 日-2025 年 09 月 30 日 | | 地点 | 视频会议、电话交流、现场交流 | | | 执行董事、 ...

文 | 昆明电力交易中心 根据昆明电力交易中心消息，机制电价竞价情况简报： 昆明电力交易中心于2 0 2 5年9月2 9日组织云南省2 0 2 5年6月1日- 1 2月31日全容量并网的 增量新能源项目机制电价竞价，共218家项目主体、529个新能源项目参与申报。 中标项目5 0 9个， 光伏项目出清机制电价0.33元/度，风电项目出清机制电价0 .332元/ 度。 9月9日，云南昆明电力交易中心发布《关于开展云南省增量新能源项目2 0 2 5年机制电价 竞价工作的通知》，分风电和光伏两个类型组织开展竞价。竞价时项目分3段申报机制电 量、机制电价信息。 1）竞价主体范围 单个风电项目申报电价区间为：0.18- 0.3358元/ kWh | 参数名称 | 参数符号 | 参数取值 | | --- | --- | --- | | 光伏机制电量规模 | R1 | 60% | | 单个光伏项目申报电量 比例区间 | Q1 | [0%, 75%] | | 单个光伏项目申报电价 区间(元/千瓦时) | P1 | [0.22, 0.3358] | | 风电机制电量规模 需求比例 | R2 | 50% | | 单个风电项目申报 ...

港股光伏股山高新能源(1250.HK)午后进一步上扬，一度涨7.57%至1.99港元。 个股方面，山高新能源近日公布，2025年8月集团、其联营公司及合营企业所持有及/或管理的项目的营 运发电量约526,707兆瓦时。截至2025年8月31日止八个月，集团、其联营公司及合营企业所持有及/或 管理的项目累计总营运发电量约4,815,272兆瓦时，较2024年同期增长约6.3%。 此外，公司全资附属菏泽山高能源与中国能建第二工程公司及正晨科技于9月中旬签订EPC合同，投资 建设位于山东省菏泽市郓城县的175兆瓦分散式风电项目，合同总价约人民币10.11亿元。此次投资将进 一步提升集团在山东市场的战略布局和业务领域，有助于实现新能源业务的多元化发展，并为未来扩阔 收益基础。 行业方面，国家能源局局长王宏志近日在学习时报发表署名文章《以更大力度推动我国新能源高质量发 展》，其中指出，加快破解产业链上下游阶段性供需失衡矛盾，专项整治光伏产业"内卷式"竞争，推动 光伏等产业提质升级，促进新能源发电及相关产业有序竞争和良性健康发展。(格隆汇) | 01250 山高新能源 | | | | --- | --- | --- | ...

Group 1 - Zhongyuan Environmental Protection Co., Ltd. focuses on major strategic opportunities such as the Belt and Road Initiative and carbon neutrality goals, committing to an innovative, green, low-carbon, and high-quality development path [1][2] - The company has established a full industrial chain service capability in wastewater treatment, sludge treatment, and reclaimed water utilization, aiming for a development pattern that is rooted in Henan, covers the whole country, and extends to the world [1] - Zhongyuan Environmental actively responds to the Belt and Road Initiative by promoting advanced technologies and "one-stop" environmental service models in water treatment, solid waste disposal, and watershed management, with operations in countries like Thailand, Egypt, and the UAE [1][2] Group 2 - The company integrates digital technology with ecological protection, exploring areas such as smart water management and low-carbon parks, thereby supporting high-quality development in the ecological and environmental industry [2] - Zhongyuan Environmental emphasizes international cooperation, having engaged in technical exchanges with global partners like Veolia Environment Group, to strengthen international collaboration for a greener future [2] Group 3 - China National Nuclear Corporation's subsidiary, China Tongru, focuses on nuclear technology applications in medicine and industry, establishing a "6+N" industrial system that covers key areas such as nuclear medicine and radiation applications [3][4] - The company has developed a comprehensive solution for radioactive drugs and has built a delivery system that supplies nearly 60% of the national demand, while also maintaining a leading position in the domestic radiation source industry [3] Group 4 - China Tongru has engaged in extensive international cooperation with over 30 countries, exporting products to more than 80 nations, thereby enhancing its global presence [4] Group 5 - Yunnan Energy Investment Group leverages green energy to contribute to regional energy security and sustainable development [5][6] - The company has initiated several projects in Laos and Myanmar, including solar power and hydropower projects, significantly improving local energy supply and stability [6] Group 6 - China Copper actively responds to the Belt and Road Initiative, deepening international cooperation in resource development and supply chain security, with significant investments in Peru and Africa [8][9] - The company has established stable procurement channels with over 20 Belt and Road countries, enhancing resource security and creating numerous job opportunities [9] Group 7 - The Cuba Latin America News Agency emphasizes the importance of media cooperation in combating misinformation and promoting dialogue among nations, supporting initiatives like the Belt and Road Initiative [10][11] Group 8 - Fudan University highlights the significance of the Belt and Road Initiative in addressing regional economic governance challenges, promoting a community of shared future and regional public goods [12][13] Group 9 - Chongqing High-tech Zone has become a hub for international cooperation and technological innovation, facilitating the export of scientific achievements and enhancing trade networks [14][15] - The zone has attracted numerous semiconductor companies and developed a comprehensive service platform for enterprises looking to expand internationally [15][16]

Core Viewpoint - The recent decline in solar stocks is attributed to the announcement of the 2025 renewable energy pricing results in Shandong Province, which indicates a shift towards market-oriented pricing and potential reductions in solar installation volumes in the upcoming quarters [1] Group 1: Market Performance - Solar stocks experienced significant declines, with Rainbow New Energy down 5.16% to HKD 2.39, Xinte Energy down 3.73% to HKD 7.99, Flat Glass Group down 3.36% to HKD 11.23, and Xinyi Solar down 2.63% to HKD 3.33 [1] Group 2: Policy and Pricing - The Shandong Provincial Development and Reform Commission announced the competitive bidding results for the 2025 renewable energy mechanism, with solar power selected at a price of CNY 0.225 per kWh for a total of 12.48 billion kWh [1] - The recent "anti-involution" policy aims to phase out outdated production capacity, which may lead to a significant slowdown in solar installations in the fourth quarter [1] Group 3: Supply and Demand Dynamics - In August, polysilicon production rebounded to over 130,000 tons, with expectations of sustained high production levels in September [1] - The demand side saw a dramatic increase in solar installations from January to May, with a cumulative growth rate of 150%, but this has led to a depletion of demand for the second half of the year, as evidenced by only 14 GW of installations in June and further declines in July [1] - There are concerns regarding the potential weakening of polysilicon demand due to the anticipated decrease in solar installations and reduced export demand for battery components [1]

Core Insights - The two solar power plants, Nayi (64 MW) and Xiaoshiyan (55 MW), have achieved full-capacity grid connection, contributing to Yunnan Province's "14th Five-Year Plan" for renewable energy development [1][2] - Xiaoshiyan solar power plant has a peak installed capacity of 68.2 MW and an average daily power generation of 293,300 kWh, saving 57,300 tons of standard coal and reducing CO2 emissions by 153,000 tons [1] - Nayi solar power plant has an annual average grid electricity output of 103.86 million kWh, saving 30,100 tons of standard coal and reducing CO2 emissions by 41,800 tons [2] Group 1 - The Xiaoshiyan solar power plant utilizes a "photovoltaic + ecological restoration" model, allowing for simultaneous crop cultivation and land use optimization [1] - The construction of Nayi solar power plant faced significant challenges due to steep terrain, with an average slope of about 45 degrees, requiring the use of drones for equipment installation [1] - The intelligent monitoring system in the Nayi solar power plant ensures stable and efficient power output during operation [2] Group 2 - The Xiaoshiyan solar power plant features 124,400 monocrystalline bifacial solar panels arranged to maximize sunlight absorption [1] - The design of the Xiaoshiyan project allows for dual development of agriculture and livestock, with a photovoltaic height of 2.5 meters [1] - The construction methods for both plants were adapted to local conditions to enhance efficiency and effectiveness [1][2]

9月23日，大唐华银金竹山发电分公司（大唐华银湘中新能源事业部）在冷水江市锡矿山光伏电站开展"卓越大唐 新质同行"企业开放日活动。政府机关党员 干部、人大代表、政协委员、媒体记者、行业专家、村民代表及合作伙伴等60余人走进这片曾经的荒山，共同见证"光伏＋生态修复＋农业"模式带来的绿色 蝶变，感受传统能源企业向新质生产力转型的生动实践。 以光为媒：荒山披"蓝甲" 石漠化土地焕新生 群众的"痛点"，就是企业转型的"起点"。锡矿山片区曾因长期开采面临严重的资源枯竭转型问题，土地贫瘠、生态脆弱。如何让这片土地重焕生机,成为企 业与当地群众共同的期盼。 "我们根据锡矿山的气候条件，精选耐阴作物，配备智能喷灌系统，光伏板的遮挡反而改善了局部气候，更利于作物生长。"湖南农业大学资源学院博士袁浩 凌介绍。如今，示范园每年可产出绿色农产品20余吨，既丰富了市民的"菜篮子"，也带动了当地农户就业增收。 "没想到光伏发电还能和农业结合得这么好，既环保又惠民！"锡矿山街道樟木村村民彭利益在亲手采摘后感慨道。从"灰色矿坑"到"绿色电站"的蜕变，不仅 是技术层面的成功，更是企业为当地创造生态与经济共享价值的生动体现。而"农光互补"模式， ...

Core Viewpoint - The trend of declining electricity prices in China is becoming more pronounced as the proportion of market-based electricity trading increases, impacting the profitability of power generation companies [1][5]. Summary by Sections Electricity Price Trends - In the first half of this year, the on-grid electricity prices have decreased to varying degrees, affecting net profit margins of power generation companies. The decline is attributed to factors such as policy changes, supply and demand dynamics, costs, and the spot market [2][6]. - Shandong province has announced the results of its 2025 renewable energy pricing auction, marking a significant milestone in the marketization of the renewable energy sector. The auction revealed that the photovoltaic mechanism price was set at 0.225 CNY/kWh, which is 43% lower than the coal-fired benchmark price [2][10]. Impact on Investment Decisions - The decline in electricity prices is significantly influencing investment decisions among power generation companies. Some companies are reconsidering investments in photovoltaic projects in Shandong due to the competitive pricing environment [4][13]. - Companies are advised to enhance their operational capabilities and actively engage with electricity market rules rather than passively adapting to price changes [4][12]. Financial Performance of Power Generation Companies - Longyuan Power reported an average on-grid electricity price of 399 CNY/MWh in the first half of the year, a decrease of 23 CNY/MWh compared to the same period in 2024. Wind power prices averaged 422 CNY/MWh, down 16 CNY/MWh, while photovoltaic prices were 273 CNY/MWh, down 5 CNY/MWh [6][11]. - Datang New Energy noted a decline in net profit margin from 29.90% in 2024 to 27.89% in the first half of this year, primarily due to falling electricity prices [6]. Market Dynamics and Policy Changes - The implementation of the "136 Document" has significantly influenced the electricity market, allowing renewable energy to participate in market trading without discrimination, leading to price reductions driven by supply and demand [6][7]. - The marketization of electricity trading has accelerated, with market trading volume reaching 2.95 trillion kWh in the first half of the year, a year-on-year increase of 4.8%, and market trading accounting for 60.9% of total electricity consumption [9][10]. Future Outlook and Strategies - As the proportion of renewable energy increases, the volatility of electricity prices is expected to rise. Companies are encouraged to adapt their investment strategies to focus on cost control, project site selection, and enhancing trading capabilities [12][14]. - Long-term power purchase agreements are suggested as a strategy for power generation companies to stabilize revenue expectations amidst price fluctuations [14].

Core Viewpoint - The introduction of the "Document No. 136" has led to significant changes in the photovoltaic (PV) industry, particularly highlighted by the recent bidding results in Shandong, which revealed an unexpectedly low mechanism electricity price for PV projects, raising concerns about the industry's future viability [1][2][3]. Group 1: Mechanism Electricity Price Bidding Results - Shandong's recent bidding results showed a mechanism electricity price for PV projects at 0.225 yuan/kWh, significantly lower than the wind power price of 0.319 yuan/kWh, indicating a fierce competition in the PV sector [2][3]. - The total mechanism electricity scale was set at 94.67 billion kWh, with wind power receiving 81.73 billion kWh and PV only 12.94 billion kWh, leading to a disproportionate allocation favoring wind energy [2][8]. - The low mechanism price for PV projects raises questions about the sustainability of the industry, especially as non-mechanism electricity prices are expected to be even lower [1][4]. Group 2: Impact on Different Types of PV Projects - The bidding results indicate that centralized PV projects received the majority of the mechanism electricity, with only 46 MW allocated to distributed PV projects, highlighting a significant disparity [5][6]. - New regulations exclude certain commercial distributed PV projects from participating in the mechanism price, forcing them into market transactions where prices are expected to be much lower [5][6]. - Despite the lack of restrictions on household PV projects, their participation in the mechanism price bidding is minimal, leading to concerns about their profitability and market viability [6][7]. Group 3: Broader Implications for the PV Industry - The low mechanism electricity price and the limited allocation of mechanism electricity to both new and existing PV projects reflect ongoing challenges in China's electricity market reform, where coal power continues to receive preferential treatment [8][9]. - The situation in Shandong serves as a warning for the national PV industry, as the low bidding price could set a negative precedent for future auctions across the country [4][5]. - The overall trend of declining electricity prices combined with reduced generation capacity poses a significant threat to the profitability of PV projects, raising concerns about the long-term sustainability of the sector [3][4].