（原标题：深走访?提质效丨湖北能源：加快培育新质生产力 迈向综合能源供应解决方案服务商） 编者按：上市公司是经济高质量发展的重要微观基础。深交所自2024年11月以来，围绕"提高上市公司 质量"核心任务，系统推进上市公司大走访工作，通过建立常态化走访上市公司机制，以"深扎根"式的 服务，直抵企业发展痛点与创新内核，助力新质生产力蓬勃生长。证券时报推出"深走访·提质效"系列 报道，跟随监管部门走进上市公司，探寻资本市场强化功能发挥、更好支持经济高质量发展的新态势， 敬请关注。 证券时报记者 吴少龙 从2005年由两家地方能源企业合并组建，到2010年登陆深交所实现资本化运作，再到2015年引入三峡集 团作为控股股东，湖北能源的二十载发展历程，在资本市场的赋能下，不断破解发展瓶颈，向着"一流 区域千亿综合能源集团"稳步迈进。 打通融资渠道 构建多元能源生态 2010年12月29日，随着深交所的上市钟声响起，湖北能源正式登陆A股市场，成为湖北省能源领域首家 上市公司。彼时，公司主营业务以水电和火电为主，资产规模有限，能源保障能力尚处于区域拓展阶 段。公司相关负责人表示，资本市场不仅提供了重要的资金支持，更推动公司治 ...

Core Viewpoint - Hubei Energy has evolved from a local energy company to a comprehensive energy group with a target of becoming a leading regional enterprise with a market capitalization of 100 billion yuan, leveraging capital market opportunities for growth and development [1][2][9]. Financing and Capital Structure - Hubei Energy became the first listed company in Hubei's energy sector in December 2010, which provided essential funding and facilitated a modern governance structure [2]. - The company has conducted three rounds of private placements in 2012, 2015, and 2025, continuously injecting capital into its energy business [2]. - The introduction of China Three Gorges Corporation as a major shareholder in 2015 marked a significant milestone, enhancing financial support and resource collaboration [2]. Shareholder Returns - Since its listing, Hubei Energy has maintained a consistent cash dividend policy, with total cash dividends exceeding 8.2 billion yuan and an average payout ratio of 35.9% [3]. - This stable dividend policy has garnered market recognition and established a solid foundation for long-term financing [3]. Business Diversification and Capacity - Hubei Energy has diversified its operations beyond electricity production to include hydropower, thermal power, renewable energy generation, natural gas distribution, and coal logistics [3]. - As of June 2025, the total installed capacity reached 18.3299 million kilowatts, with hydropower at 4.6573 million kilowatts, thermal power at 6.63 million kilowatts, wind power at 1.2451 million kilowatts, and solar power at 5.7115 million kilowatts [3]. Strategic Advantages - Hubei Energy's strategic location enhances its market absorption capacity, with core operations concentrated in Hubei province, ensuring strong demand for its energy supply [6]. - The company has a balanced energy mix, with hydropower, thermal power, and renewable energy making up approximately 25.4%, 36.2%, and 38% of its installed capacity, respectively, which mitigates performance volatility [6]. - The company has invested in advanced technologies, with 60.33% of its thermal power capacity coming from high-efficiency supercritical units, enhancing operational efficiency [7]. New Growth Opportunities - Hubei Energy is actively investing in wind, solar, and energy storage projects, with clean energy accounting for 37.96% of its total installed capacity as of June 2025, a 30 percentage point increase since its listing [8]. - The company is exploring new business areas such as virtual power plants and carbon trading, which are expected to open new growth avenues and transition it from a traditional energy producer to a comprehensive energy service provider [8][9]. Future Outlook - Hubei Energy aims to enhance its technological innovation and digital transformation in line with national carbon neutrality goals, with plans to increase R&D investment and develop impactful technologies by 2030 [9]. - The company is committed to building a comprehensive energy supply solution characterized by clean, low-carbon, and intelligent features, contributing to national energy security and high-quality economic development [9].

分红方面，湖北能源A股上市后累计派现82.44亿元。近三年，累计派现16.26亿元。 湖北能源今年以来股价跌5.53%，近5个交易日跌3.56%，近20日跌2.74%，近60日跌0.43%。 资料显示，湖北能源集团股份有限公司位于湖北省武汉市洪山区徐东大街137号能源大厦，成立日期 1993年3月9日，上市日期1998年5月19日，公司主营业务涉及能源投资、开发与管理,从事或投资的主要 业务包括水电、火电、核电、新能源发电、天然气输配、煤炭贸易和金融投资。主营业务收入构成为： 电力业务89.49%，天然气业务6.43%，物业、工程及其他1.72%，热力供应1.70%，煤炭贸易及中转仓储 0.66%。 湖北能源所属申万行业为：公用事业-电力-电能综合服务。所属概念板块包括：证金汇金、央企改革、 MSCI中国、绿色电力、海上风电等。 截至9月30日，湖北能源股东户数7.56万，较上期减少5.09%；人均流通股85666股，较上期增加5.36%。 2025年1月-9月，湖北能源实现营业收入135.21亿元，同比减少12.24%；归母净利润23.36亿元，同比减 少5.07%。 11月21日，湖北能源盘中下跌2.12 ...

Core Viewpoint - Hubei Energy Group announced that some directors and senior management increased their shareholding in the company, reflecting confidence in its future development and long-term investment value [1] Group 1: Shareholding and Investment - A total of 261,000 shares were purchased by directors and senior management, accounting for 0.004% of the company's total share capital, with a total investment of 1.213 million yuan [1] - Since 2016, the controlling shareholder, China Three Gorges Corporation, has cumulatively increased its stake by 440 million shares, raising its holding from 39.3% to 46.1% [2] - The second-largest shareholder, Hubei Hongtai Group, increased its stake by 4.2 million shares, raising its holding by 0.6 percentage points [2] Group 2: Company Operations and Performance - Hubei Energy is a key energy security platform in Hubei Province, playing a crucial role in energy supply during peak seasons [3] - In 2024, the company generated 44.1 billion kWh of electricity, with 39 billion kWh supplied within the province, representing 1/7 of the total electricity consumption [3] - The company supplied 19.1 billion cubic meters of gas, accounting for 1/3 of the province's total natural gas consumption, and provided 17.11 million tons of coal, which is 1/5 of the total coal consumption by power plants in the province [3] Group 3: Financial Health and Growth - As of the end of 2024, the company had total assets of 98.281 billion yuan, net assets of 33.748 billion yuan, and a total market value of 32.3 billion yuan, with a net profit of 1.814 billion yuan [4] - Since its listing in 2010, the company has prioritized shareholder returns, distributing over 8.2 billion yuan in cash dividends, with an average payout ratio of 35.9% [4] - The company has completed investments of 34.2 billion yuan since the "14th Five-Year Plan," adding 7.81 million kW of installed capacity, a 74% increase, and achieving a 64% share of clean energy in its installed capacity [4]

Core Viewpoint - Xinjiang Torch is experiencing a slight decline in stock price, reflecting market volatility and investor sentiment in the energy sector [1] Company Overview - Xinjiang Torch is a comprehensive energy service company primarily engaged in natural gas transmission, distribution, sales, and installation services [1] - The company's operational area covers the Kashgar region of Xinjiang, making it a significant operator of gas infrastructure in the area [1] - Business segments include urban gas supply, vehicle gas operations, and long-distance pipeline construction [1] Market Performance - As of August 7, 2025, Xinjiang Torch's stock closed at 20.09 yuan, down 0.50% from the previous trading day [1] - The stock exhibited a trading range of 5.35% on that day, with a trading volume of 104,400 hands and a transaction amount of 211 million yuan [1] - The stock price reached a peak of 20.71 yuan at 10:44 AM, with fluctuations exceeding 2% within five minutes [1] Capital Flow - On August 7, the net outflow of main funds was 6.18 million yuan, although there was a cumulative net inflow of 28.33 million yuan over the past five trading days [1] - The current total market capitalization of the company is 2.843 billion yuan, with a dynamic price-to-earnings ratio of 15.62 times [1]

Core Viewpoint - Xinjiang Haoyuan has reported a historical high in revenue and net profit for 2024, alongside a change in its controlling shareholder, which has resolved previous financial issues [2][5]. Financial Performance - The company achieved an operating income of 702 million yuan, a year-on-year increase of 5.14% [2] - The net profit attributable to shareholders was 93.18 million yuan [2] - The net assets attributable to shareholders reached 1.332 billion yuan, reflecting a growth of 70.13% [2] Business Operations - Xinjiang Haoyuan specializes in natural gas transmission, distribution, and installation, sourcing gas from PetroChina [2] - The company has a 30-year exclusive operating right for urban gas in its service areas, benefiting from the steady economic development and urbanization in Xinjiang [3] - In 2024, the company completed 19,331 household installations, a 65.80% increase from 2023, with installation revenue rising by 88.65% [3] Infrastructure and Resource Advantage - The company operates a 148-kilometer long-distance gas pipeline, which has reduced operational costs and provided a unique resource advantage in the region [4] - Xinjiang Haoyuan has established a total of 148.48 kilometers of long-distance pipelines and 463.68 kilometers of urban high and medium-pressure pipelines [4] - The company serves approximately 233,200 residential users and 4,200 commercial users [4] Future Outlook - The company plans to leverage China's carbon neutrality goals to expand its natural gas user base and enhance operational efficiency [6] - Xinjiang Haoyuan aims to diversify its business model and explore value-added gas services [6] Dividend Distribution - The company has proposed a cash dividend of 0.66 yuan per 10 shares to all shareholders [7]