本报记者 马宇薇 10月30日，龙源电力集团股份有限公司（以下简称"龙源电力"）发布2025年第三季度报告。今年前三季度，龙源电力实现 营业收入222.21亿元，实现归属于上市公司股东的净利润43.93亿元。 值得关注的是，2025年以来，在科技创新赛道上，龙源电力持续加码发力，依托新能源数字化平台与AI大模型，搭建"三 比三看"对标体系。同时积极投身国家重点项目，国家重点专项"多场景风电场规划设计关键技术及软件开发"、国家自然科学 基金项目"风机叶片与光伏板表面防冰涂层的制造与应用"成功获批。国家科技重大专项"多类构网型设备接入下省级送端电力 系统安全高效运行示范工程"项目已获立项。 目前，龙源电力成功发布"擎源"发电行业大模型新能源板块，覆盖市场营销、生产运营、设备维护、技术监督、安全环保 5大核心业务域，7大智能应用场景和20个专业智能体，推动传统检修向智能化加速转型。 "今年以来，我公司以更大力度发展风电，成立工程造价中心，建设新能源项目全生命周期成本管控体系，启动宁夏腾格 里基地攻坚行动，加快建设'五个示范'标杆工程，有序发展海上风电，加速释放增量发展动能。"上述龙源电力相关负责人表 示。 持续加码 ...

2025年以来，龙源电力牢牢把握生态文明建设和能源转型机遇，主动应对市场环境变化带来的困难挑 战，贯彻落实一系列固根本、利长远的工作，稳中求进、精准施策，加快融入国家新能源发展大局大 势。 2025年是"十四五"规划收官之年，也是"十五五"规划谋篇之年。今年以来，龙源电力紧密跟踪各省新能 源上网电价市场化改革实施方案发布情况，积极应对电力市场建设全面加速和新能源全面入市形势，深 化"六位一体"营销体系，重点关注机制电量纳入规模、增量项目竞价安排、现货价格上下限等关键内 容，踊跃参与各省区市场化改革方案规则制定，争取有利政策。动态优化交易策略，统筹中长期交易与 月度、月内、多日等短周期交易调仓，实现中长期交易与现货交易精准衔接，确保交易量价最优。积极 争取储能充放电计划，大力开拓绿证外销市场，寻找发电效益最优解。 除此之外，在科技创新赛道上，龙源电力持续加码发力，依托新能源数字化平台与AI大模型，搭建"三 比三看"对标体系。积极投身国家重点项目，国家重点专项"多场景风电场规划设计关键技术及软件开 发"、国家自然基金项目"风机叶片与光伏板表面防冰涂层的制造与应用"成功获批。国家科技重大专 项"多类构网型设备接入下 ...

Core Viewpoint - Longyuan Power, a leading wind power company under China Energy Group, reported strong financial performance for the first half of 2025, with significant revenue and profit growth, while also emphasizing its commitment to sustainable development and innovation in the renewable energy sector [1][4]. Financial Performance - In the first half of 2025, Longyuan Power achieved operating revenue of 15.657 billion yuan and a net profit attributable to shareholders of 3.375 billion yuan, resulting in earnings per share of 0.4037 yuan [1]. Resource Optimization - The company accelerated the extension of its resource development value chain, adding 2,053.54 MW of new installed capacity in renewable energy, including 986.95 MW of wind power (a year-on-year increase of 65.87%) and 1,096.59 MW of solar power [2]. - As of June 30, 2025, Longyuan Power's total installed capacity reached 43,196.74 MW, comprising 31,395.72 MW of wind power, 11,794.92 MW of solar power, and 6.10 MW of other renewable energy sources [2]. Market Strategy - The company is actively tracking the implementation of market-oriented electricity pricing reforms across provinces and is participating in the formulation of favorable policies to enhance its market position [2]. - Longyuan Power is optimizing its trading strategies to ensure the best price and volume in both long-term and short-term transactions, while also exploring opportunities in energy storage and green certificate sales [2]. Technological Innovation - Longyuan Power is investing in technological innovation, leveraging a digital platform and AI models to enhance its operational efficiency and safety [3]. - The company has received approval for several key national projects aimed at advancing wind power and solar technology, including the development of critical software and materials [3]. Dividend Policy - In response to regulatory encouragement, Longyuan Power has initiated a mid-term dividend policy, planning to distribute 1 yuan per 10 shares, amounting to a total cash dividend of 836 million yuan [4]. - The company aims to maintain a cash dividend ratio of no less than 30% of the net profit attributable to shareholders from 2025 to 2027 [4]. Future Outlook - Looking ahead, Longyuan Power is focused on high-quality development, emphasizing stable operations, innovation, investment optimization, management enhancement, and safety assurance to solidify its leading position in the renewable energy industry [4].