10月6日，在全球多数地区正加速淘汰煤炭的背景下，美国却选择了另一条道路。特朗普政府将煤炭重 新放回能源议程，计划通过重振老旧煤电厂来强化能源安全。尽管煤炭在供应稳定性方面具有一定优 势，但其对健康和环境的负面影响早已引发广泛担忧。Mhmarkets迈汇认为，这种能源政策或许短期内 能强化能源独立，但从中长期看，很可能让消费者承担更高的电费成本。 与此同时，行业智库Energy Innovation的研究表明，到2024年，美国煤电成本比2021年上升了28%，其 中95%的煤电厂发电成本高于三年前，半数煤电厂的成本增速甚至达到通胀的两倍。专家指出，老旧煤 电厂不仅维护成本高，效率下降明显，还可能增加健康与环境风险。相比之下，天然气与可再生能源的 生产成本持续走低，逐渐成为更具吸引力的替代方案。 在部分州，煤电延寿已直接推高消费者电费。比如佐治亚州的Plant Bowen电厂本应在2028年退役，却 被延长至2035年，其发电成本已从2021年的46美元/兆瓦时飙升至2025年的72美元/兆瓦时，同期消费者 电费累计上调六次。南卡罗来纳州的Williams Station电厂也延迟退役，发电成本上涨逾50%。 ...

Core Viewpoint - Yunnan Energy Investment (002053) announced the receipt of renewable energy price subsidy funds totaling 27.0044 million yuan, which will enhance cash flow and liquidity for the company’s operations [1] Group 1: Financial Impact - The total amount of renewable energy price subsidies received by the company’s subsidiaries has reached 618 million yuan as of 2025 [1] - The receipt of these subsidies will help reduce accounts receivable and improve the efficiency of fund utilization [1] - The subsidies will not significantly impact the company's profit and loss for the current year, as the corresponding subsidy amounts have already been included in the electricity revenue for the respective years [1] Group 2: Business Overview - Yunnan Energy Investment's main business segments include renewable energy, salt, and natural gas [1] - In the first half of 2025, the company achieved total operating revenue of 1.595 billion yuan and a net profit attributable to shareholders of 311 million yuan [1]

人民财讯9月29日电，云南能投（002053）9月29日公告，公司的全资子公司石林云电投新能源开发有限 公司、会泽云能投新能源开发有限公司、马龙云能投新能源开发有限公司及控股子公司泸西县云能投风 电开发有限公司于日前收到云南电网有限责任公司拨付的可再生能源电价附加资金补助合计2700.44万 元。截至目前，公司所属公司2025年度累计获得国家可再生能源电价附加资金补助总计6.18亿元。 ...

Core Viewpoint - Yunnan Energy Investment (002053.SZ) announced that its wholly-owned subsidiaries and a holding subsidiary received a total of 27,004,392.99 yuan in renewable energy price subsidy funds from Yunnan Electric Power Company, as per the notification from relevant authorities [1] Group 1 - The total amount of renewable energy price subsidy funds received by the subsidiaries is 27,004,392.99 yuan [1] - As of now, the company has accumulated a total of 617,543,090.78 yuan in renewable energy price subsidy funds for the fiscal year 2025 [1]

云南能投公告，公司全资和控股的四家新能源开发公司于近日收到云南电网有限责任公司拨付的可再生 能源电价附加资金补助合计2700.44万元。截至目前，公司所属公司2025年度累计获得国家可再生能源 电价附加资金补助总计6.18亿元。此次补助有助于增加公司经营活动现金流，减少应收账款规模，提高 资金使用效率，对公司新能源业务的持续健康发展有积极影响。由于应收补贴资金已确认到对应年度的 电费收入中，补助资金的获得不会对当年损益产生较大影响。 ...

Core Viewpoint - The company is actively cooperating with the verification of renewable energy price surcharges and is enhancing communication with industry authorities to monitor the allocation of financial funds and promote the recovery of accounts receivable [1] Group 1 - The company has recovered more renewable energy price surcharges in the first eight months of this year than in the entire previous year [1]

据韩联社9月4日报道，韩国开发研究院4日发表《为应对可再生能源扩大电力批发市场结构的改善方 向》报告称，韩国可再生能源发电占比从2001年的0.04%增至2023年的8.5%，预计到2038年将增至 29.2%。应及时对电力供应设备应进行更新换代，增加电力供应稳定性，并对现有电力交易市场结构进 行改革，减少电力价格波动。应尽快引入反映可再生能源和储能装置发电电力实际价格的"价格竞标 制"，并由市场竞争决定电力容量价格和辅助服务价格，更好促进设备投资和技术更新。同时，需加强 电力市场管理和监督机构的独立性和专业性，避免权利滥用和干扰市场。 ...

Group 1 - The company received a total of 9.13 billion yuan in national renewable energy subsidy funds in August 2025 [1] - From January 1 to August 31, 2025, the company received a total of 12.71 billion yuan in subsidies, representing a 154.2% increase compared to the same period last year [1] - The total subsidies received in 2025 accounted for 135.36% of the total subsidies received in 2024 [1] Group 2 - The recovery of the renewable energy subsidy funds will improve the company's cash flow and have a positive impact on future operations [1] - The subsidy funds have been recognized as revenue in the corresponding year's electricity sales, and this repayment will not have a significant impact on the company's profit and loss for 2025 [1]

Core Viewpoint - The company, Jidian Co., Ltd., has received significant renewable energy subsidies, indicating strong government support for its transition to clean energy and its commitment to sustainable development [1][2]. Group 1: Financial Performance - In the first eight months of 2025, the company received a total of 1.271 billion yuan in renewable energy subsidies, a 154.2% increase compared to the same period last year, which accounts for 135.36% of the total subsidies received in 2024 [1]. - For the first half of 2025, the company's electricity sales volume decreased by 1.33% year-on-year, and the electricity price fell by 3.93%, leading to a revenue of 6.569 billion yuan, a decline of 4.63% year-on-year [2]. - The net profit attributable to the parent company decreased by 33.72% year-on-year, amounting to 726 million yuan [2]. Group 2: Business Strategy and Operations - The company operates in various sectors, including power generation (wind, solar, hydro, thermal, distributed energy, gas, biomass, nuclear), heating, green hydrogen energy, integrated smart energy, energy storage development, power plant maintenance, technology project research and development, and power distribution [1]. - The company has established a dual-track strategy focusing on "New Energy+" and "Green Hydrogen Energy," aiming for high-quality development in the current market environment [1]. - The company's clean energy installed capacity is 11.3509 million kilowatts, representing 77.48% of its total installed capacity, indicating a continuous increase in the proportion of clean energy [1].

Group 1 - The company received a total of 913 million yuan in national renewable energy subsidy funds [1] - From January 1, 2025, to August 31, 2025, the company received 1.271 billion yuan in national renewable energy subsidy funds, representing a 154.2% increase compared to the same period last year, and accounting for 135.36% of the total subsidies received in 2024 [1] - The recovery of these subsidy funds will improve the company's cash flow and have a positive impact on future operations, although it will not significantly affect the company's profit and loss for the year 2025 [1]