证券之星消息，嘉泽新能(601619)8月29日公开信息显示，股东北京嘉实龙博投资管理有限公司向西南 证券股份有限公司合计质押1.75亿股，占总股本7.2%。质押详情见下表： 嘉泽新能财务数据及主营业务： 嘉泽新能2025年中报显示，公司主营收入13.1亿元，同比上升5.87%；归母净利润4.6亿元，同比上升 11.59%；扣非净利润4.61亿元，同比上升12.47%；其中2025年第二季度，公司单季度主营收入6.5亿 元，同比上升1.14%；单季度归母净利润2.2亿元，同比上升2.44%；单季度扣非净利润2.21亿元，同比 上升3.3%；负债率70.5%，投资收益619.77万元，财务费用2.33亿元，毛利率59.97%。 嘉泽新能(601619)主营业务：新能源电站开发-建设-运营-出售、新能源电站运维管理服务、屋顶分布式 光伏、新能源产业基金、新能源装备制造产业园区建设五大业务板块协同发展的业务形态。 截止本公告日，股东北京嘉实龙博投资管理有限公司已累计质押股份1.75亿股，占其持股总数的 44.57%，股东GLP Renewable Energy Investment I Limited已累计质押股份 ...

Core Viewpoint - The company is transitioning from a "Northern Wind Power Merchant" to a "National Energy Solution Provider," emphasizing its innovative business model and strong operational capabilities to become a comprehensive renewable energy supplier [1][2]. Group 1: Business Model and Strategy - The company adopts a unique business model of "rolling development + core holding," focusing on asset liquidity, national business expansion, and value chain extension to reshape its development trajectory [1][2]. - The company has established five synergistic business segments: renewable power station development, operation and sale, operation management services, rooftop distributed photovoltaic systems, and renewable energy equipment manufacturing [3][4]. Group 2: Operational Efficiency - The company boasts a wind turbine utilization rate of 98%-99%, exceeding the industry average by over 3 percentage points, attributed to a refined operational management system [2][3]. - The operational management business has become a significant growth point, managing nearly 1GW of third-party power stations, enhancing both internal efficiency and external service offerings [4]. Group 3: Growth and Financial Performance - Since its listing, the company has seen substantial growth, with installed capacity increasing from less than 1GW to 2.28GW, revenue rising from 800 million to 2.4 billion, and net profit climbing from 165 million to 630 million [4][5]. - The company has a pipeline of 2GW of wind power projects under construction, expected to support continued growth over the next three years [5]. Group 4: Future Outlook - The company is exploring the "New Energy +" strategy, focusing on green fuel sectors like green methanol, driven by increasing international demand for green fuels [5]. - The company aims to integrate green electricity with chemical processes, leveraging its operational advantages to meet the green fuel demand and promote sustainable low-carbon development [5].

导语："投资大家谈"是点拾投资的公益内容栏目，希望通过每周日不定期的推送，让更多人看到 基金经理对投资和市场的思考。"投资大家谈"栏目内容以公益类的分享为主，不带有基金产品的 代码和信息，也必须来自基金经理的内容创作。 下面，我们分享来自景顺长城基金科技军团的5月思考。一直以来，景顺长城科技军团通过持续 深耕产业链，不断取得前沿、深度的投资洞见。他们也是买方基金公司中，少数提供持续观点分 享的投研团队，相信这一期的5月观点，也能帮助大家理解景顺长城科技军团的投研思考。 最后，也欢迎大家持续给我们投稿！可以发送邮件到：azhu830@yeah.net 杨锐文：看好内需、自主可控和反内卷方向 资机会。同时医药板块长期受益于人口老龄化，而且估值消化的比较充分，具备中长期配置价 值。 周寒颖：关注自主可控和信创、内需标的、被错杀的出海品种、贵金属板块 中美之间的关税对抗对市场情绪的影响已经接近修复，中美博弈的走向和对内政策决定了未来的 操作思路。基于我们对中美关税战结果的乐观预期，关注自主可控和信创板块、长期受益的内需 标的、被错杀的出海品种及贵金属板块方面的投资机会。未来中国的政策将围绕降低储蓄率和扩 大内需做文章 ...