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泰政能源:向“新”而行点亮绿色发展矩阵
Xin Hua Ri Bao· 2025-07-14 21:41
5月底,一期3.87兆瓦的贝辰光伏电站在泰兴市黄桥园区正式并网发电。这是泰州市县两级国企跨区合 作的首单园区光伏发电项目,也是推动黄桥园区绿色发展的一个标志性工程。该项目由泰州泰政能源与 泰兴江桥公司合资投建,规划装机规模10兆瓦,建成后年可发电1000万千瓦时,减少二氧化碳排放 7493.2吨。 近年来,泰州市交通产业集团旗下泰政能源聚焦国企主责主业,创新拓展清洁能源应用示范场景,规划 实施能源绿色发展战略,致力打造"苏中能源国企第一品牌"。 新赛道,意味着新机遇。泰政能源紧盯前沿领域,光储充一体化充电站应运而生,是能源生产与消费模 式的一场革新。近期,泰政能源将启动"光储充一体化"试点,在泰州高铁南站、客运西站等枢纽站点先 行先试,打造"一秒一公里"快充电站,并逐步向现有充电场站示范推广。 不负"风光",抢占绿能风口。泰政能源与风电上市公司签订战略合作协议,计划有序推进风电资源开发 和节能管理发展,形成区域多能互补体系。 泰政能源将积极服务泰州"零碳城市"建设,加强各市(区)风光资源合作开发,编制上市培育三年行动计 划升级版,择机启动泰政能源股改工作,适时引入战略投资者,加快上市培育进程,力争"十五五"末 ...
广东电网 “好电”助力农文旅融合发展
Jing Ji Ri Bao· 2025-07-13 22:01
南方电网广东惠州博罗供电局运维人员对柏塘镇"万亩茶园"周边线路开展巡视 南方电网广东惠州博罗供电局工作人员对"全电民宿"进行检查,保障端午期间游客绿色居住体验 南方电网广东惠州博罗供电局工作人员对徐田村"光储充"一体化充电站进行检查 夏日炎炎,车辆行驶在广东省惠州市博罗县环南昆山—罗浮山县镇村高质量发展引领区的旅游公路上,沿途 美丽的风景让游客心旷神怡。位于公路龙门段的郭前村以崭新、现代的村容村貌吸引着过往的游客。村里地 面上看不到一根电线杆,房屋之间也没有横穿天空的各色线缆。原来,南方电网广东惠州供电局在村里开展 了杆线布局优化等改造工作,通过电力设施隐蔽化改造,实现电网建设与生态保护的有机统一。 司")将充电站的主体建筑重新上色,改用热门的低饱和度颜色和活泼图案,让本来平平无奇的充电站增添生 趣。 推动电力设施与乡村风貌协调发展,是南方电网广东电网公司全方位助力广东农文旅融合发展示范区建设的 其中一项举措。广东电网坚持"向县而兴",积极推进环南昆山—罗浮山县镇村高质量发展引领区(以下简 称"环'两山'引领区")等重点区域南方电网特色典型示范村居建设,助力兴业、强县、富民一体发展,助推 广东"两山"背后县镇 ...
禾望电气(603063):跟踪报告:海外持续突破,拥抱AIDC电源系统
GUOTAI HAITONG SECURITIES· 2025-07-13 10:56
| [姓名table_Authors] | 电话 | 邮箱 | 证书编号 | | --- | --- | --- | --- | | 徐强(分析师) | 010-83939805 | xuqiang@gtht.com | S0880517040002 | | 孙炫浩(研究助理) | 0755-23976014 | sunxuanhao@gtht.com | S0880123070160 | 本报告导读: 公司在风光储构网型产品布局深厚,海外业务持续突破,拥抱 AIDC 建立第二增长 曲线。 投资要点: 畅。 [Table_Finance] 财务摘要(亿元) 2023A 2024A 2025E 2026E 2027E 营业总收入 38 37 48 55 66 (+/-)% 33.6% -0.5% 29.3% 13.7% 20.4% 净利润(归母) 5 4 6 8 9 (+/-)% 88.2% -12.3% 41.9% 20.4% 17.7% 每股净收益(元) 1.10 0.97 1.38 1.66 1.95 净资产收益率(%) 12.8% 10.2% 12.9% 13.7% 14.1% 市盈率(现价&最新股本摊 ...
禾望电气(603063):海外持续突破 拥抱AIDC电源系统
Xin Lang Cai Jing· 2025-07-13 10:28
维持增持评级 。考虑到新品布局推进,而同期研发费用增加,调整25-26 年EPS 为1.38(-0.27)元, 1.66(-0.29)元,新增27 年EPS为1.95 元,参考可比公司估值,给予25 年27.4 倍PE,对应目标价37.81 元,维持增持评级。 海外业务持续突破,工程传动业务保持高增速。工程传动业务,24年实现5.6 亿收入,同增16.7%,毛 利率44.5%,新能源电控保持高增速;海外收入,2 024 年实现2.59 亿元,同增122.7%,毛利率54.2%,目前公司已在海外多地建立起30+个服务基地,为海 外拓展做支撑,如荷兰、巴西、印度等地。 本报告导读: 国家能源局将构网技术列为七大试点方向之首,公司在风光储构网型产品布局深厚。风、光在能源系统 中渗透率不断提升,面临灵活调节弱、安全要求高等现实挑战。凭借短路电流支撑、宽频振荡抑制、惯 量响应、调频调峰、黑启动等功能,构网型储能被寄予厚望,将极大支撑电力系统安全稳定,公司历时 六年推出风光储构网型产品。在风电领域推出1.5-20MW 双馈变流器,具备3 倍1.3s 短路电流输出能 力,为低压/高压/连续故障穿越提供强大支撑;在光伏领域推 ...
海南打造国际航运枢纽 推动航运业智慧赋能与绿色转型
Zhong Guo Xin Wen Wang· 2025-07-10 15:42
Core Viewpoint - The construction of Hainan Free Trade Port is accelerating the development of an international shipping hub, focusing on smart empowerment, green transformation, and institutional innovation [1][2][3] Group 1: Shipping Hub Development - Hainan aims to establish an international shipping hub facing the Pacific and Indian Oceans, supported by the Hainan Free Trade Port construction [1] - By the end of 2024, Hainan will have formed a "Four Directions and Five Ports" structure, with Yangpu Port as the international hub and Haikou Port as a major national port [1] - Yangpu Port is set to launch four 200,000-ton berths, increasing container throughput capacity to 5.5 million TEU annually [1][2] Group 2: Policy and Economic Incentives - Since the establishment of the Hainan Free Trade Port, shipping policy benefits have been rapidly released, with 64 international vessels registered and a total deadweight tonnage of 6.35 million [2] - Tax rebates for newly built vessels amount to 400 million yuan, while foreign vessels have received over 1.1 billion yuan in tax exemptions [2] - Hainan has completed 26 orders for domestic and foreign trade using the same vessel, and has implemented over ten institutional innovations to align with international shipping service systems [2] Group 3: Route Expansion and Connectivity - As of June 2025, Hainan will operate 72 stable container shipping routes covering major national ports, with new routes to ASEAN countries and a direct trade route to India [2] - Yangpu Port has signed cooperation agreements with five major international ports, including Abu Dhabi and Singapore [2] Group 4: Smart and Green Transformation - Hainan is advancing digital transformation across all ports, with Haikou Port exploring unmanned vessel technology and a separation transport model for trucks and new energy vehicles [2] - By the end of 2025, all ports in Hainan will have shore power facilities, and Yangpu Port is piloting an integrated "wind-solar-storage-charging" project [3] - Hainan is developing a low-cost marine methanol supply network and planning a methanol refueling base [3] Group 5: Institutional Innovation - Hainan is accelerating institutional innovation, aiming to establish a shipping open policy system aligned with international standards [3] - The province plans to expand the pilot scope of "international transshipment" business and facilitate the cross-border flow of shipping elements such as vessels, crew, and capital [3]
36个精品新时代电气化村“电”亮县域产业
Zhong Guo Xin Wen Wang· 2025-07-10 07:18
夏日炎炎,车辆行驶在环南昆山—罗浮山县镇村高质量发展引领区"最美旅游公路"上,沿途美丽的风景 让游客心旷神怡。位于公路龙门段的郭前村,以崭新、现代的村容村貌吸引着过往的游客。该村看不到 地面上有一根电线杆,房屋之间也没有横穿天空的各色线缆。原来,南方电网广东惠州供电局在该村开 展了杆线布局优化等改造工作,通过设施电力设施隐蔽化改造,实现电网建设与生态保护的有机统一。 推动电力设施与乡村风貌协调发展是南方电网广东电网公司全方位助力环"两山"示范区建设的其中一项 举措。广东电网坚持"向县而兴",积极推进环南昆山—罗浮山县镇村高质量发展引领区(下称"环'两 山'引领区")等重点区域南网特色典型示范村居建设,助力兴业、强县、富民一体发展,助推广东"两 山"背后县镇村高质量发展。 电网发展与生态保护有机统一 乡村旅游更"绿"更美 在广东惠州博罗县柏塘镇罗塘万亩茶园,连片种植茶树超1万亩。在这个粤港澳大湾区连片种植茶叶面 积最大的生态茶园,一座"村咖"立于茶山上,游客不仅可以喝到浓香的咖啡和当地特色茶饮,还能享受 到茶园主题旅拍服务。这种新颖的"轻旅游"体验让柏塘镇百万茶园成功"出圈"。 6月26日, 南方电网广东惠州博 ...
中国碳中和:与北京蓝海签署战略合作协议 总投资额预计100亿元
news flash· 2025-07-07 09:46
Core Viewpoint - The company has signed a strategic cooperation agreement with Beijing Zhonghong Lanhai Animal Husbandry Technology Development Co., Ltd. to collaborate in the fields of carbon peak, carbon neutrality, and new energy industry, with a total investment expected to be RMB 10 billion [1] Group 1: Strategic Cooperation - The agreement aims to accelerate the promotion of a "dual carbon digital control command platform demonstration" project [1] - Both parties will jointly advance the "new energy vehicle charging pile and integrated solar storage project" [1] - The collaboration includes the construction of public charging infrastructure for new energy vehicles and an intelligent charging network platform [1] Group 2: Project Goals - The projects will focus on achieving integrated monitoring of charging data, payment settlement, and operational management [1] - The goal is to establish a comprehensive charging service network covering urban areas and surrounding regions for new energy vehicles [1]
瑞能股份光储超充站拿下 “深圳超充” 认证
Cai Fu Zai Xian· 2025-07-07 09:33
Core Insights - The article highlights the critical challenges in the electric vehicle (EV) charging sector, including long wait times, grid overload risks during peak hours, and the conflict between fossil fuel-based energy structures and green transportation [1][3] - Shenzhen Renergy Industrial Co., Ltd. (Renergy) has developed a cutting-edge supercharging station that can charge vehicles to 80% in just 10 minutes, addressing these industry pain points and earning the "Shenzhen Supercharge" certification [1][4] Charging Efficiency - As the range of electric vehicles exceeds 500 kilometers, charging efficiency has become the last barrier to user experience, with current charging stations taking 30-60 minutes to reach 80% charge [3] - The demand for rapid charging solutions is increasing, particularly in Shenzhen, where the annual growth rate of EV ownership exceeds 30% [3] Technological Innovation - Renergy's supercharging station features a photovoltaic-storage-charging triangle that allows for direct solar power supply to vehicles, with excess energy stored for later use [4] - The RP-EMS intelligent management system optimizes energy flow by analyzing grid load, sunlight intensity, and user charging needs in real-time [4] Economic Benefits - The energy storage system, with a capacity of 450 kWh and a discharge rate of 0.5C, can reduce electricity costs by approximately 15% annually by taking advantage of off-peak electricity prices [4] Speed and Reliability - The station's liquid-cooled supercharging guns enable the breakthrough of charging to 80% in 10 minutes, maintaining stable power output even after charging multiple vehicles consecutively [5] Scalability and Replicability - The modular design of Renergy's supercharging station allows for flexible assembly and rapid deployment, reducing construction time by nearly half and costs by 20% [6] - This design supports the expansion of the supercharging network in Shenzhen and potentially other cities, transforming the EV charging experience from merely functional to efficient and sustainable [6]
股市必读:通润装备(002150)7月4日董秘有最新回复
Sou Hu Cai Jing· 2025-07-06 19:20
Core Viewpoint - The company, Tongrun Equipment, has experienced a significant decline in stock price since 2023, despite a strong performance in its solar storage business, which saw an 80% year-on-year revenue increase in 2024 [2]. Group 1: Company Performance - As of July 4, 2025, Tongrun Equipment's stock closed at 11.82 yuan, down 2.48%, with a trading volume of 126,300 shares and a turnover of 150 million yuan [1]. - The company reported a 108% increase in inverter sales, reaching 8.7 GW, and a 41% increase in energy storage product sales, totaling 0.3 GWh [2]. Group 2: Management and Strategy - The management team emphasizes adherence to operational standards and aims to build investor returns based on performance, while also enhancing investor relations to communicate the company's intrinsic value [2]. - In response to potential global tariff changes, the company is adjusting its operational strategies, including increasing shipment capacity to relevant markets and optimizing overseas production layouts [2]. Group 3: Market Dynamics - On July 4, 2025, the net outflow of funds from major investors was 20.88 million yuan, while retail investors showed a net inflow of 25.16 million yuan [3].
海博思创(688411):领航国内储能,逐浪全球征途
Changjiang Securities· 2025-07-06 10:08
公司研究丨深度报告丨海博思创(688411.SH) [Table_Title] 海博思创:领航国内储能,逐浪全球征途 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 海博思创成立于 2011 年,历经 14 年技术积累及市场探索,已成长为国内储能龙头企业并加 速向海外市场拓展。伴随国内储能终端商业模式改善,行业需求有望持续增长、产业链格局预 计向头部集中、盈利中枢有望逐步企稳,叠加海外市场加速放量,公司基本面具备高成长性。 2025-2030 年储能装机 CAGR 在 30%以上,强劲需求 beta 下公司有望迎来戴维斯双击。 分析师及联系人 [Table_Author] SAC:S0490514040001 SAC:S0490522030001 SAC:S0490520090003 SFC:BQK482 请阅读最后评级说明和重要声明 2 / 32 海博思创(688411.SH) cjzqdt11111 [Table_Title2] 海博思创:领航国内储能,逐浪全球征途 [Table_Summary2] 海博思创:领航国内储能,逐浪 ...