（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：9月份收到国补多少金额？今年国补的速度是否有明显 加快？ 九洲集团（300040.SZ）10月10日在投资者互动平台表示，9月份公司持有的新能源电站共收到1543.08 万元国补，截止目前今年累计回国补的金额高于同期。 ...

嘉泽新能在宁夏吴忠市投资建设全国最先进、功能最全面的嘉泽新能红寺堡源网荷储智慧园区，是西北 首个智能微电网，也是宁夏首个实现碳中和的园区。近年来，嘉泽新能全面拓宽业务领域，形成了集新 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板块齐头并进的绿色能源综合发展格局，打造新能源全生态产业链，为 新能源产业链发挥新质生产力提供范本。 人民财讯10月1日电，嘉泽新能（601619）成立于2010年，2017年在上交所主板上市。随着国家新能源 发展高歌猛进，嘉泽新能走出宁夏，截至目前，公司业务及项目开发、建设区域覆盖22个省区市，资产 总额逾226亿元，开发、管理、运营的新能源电站装机容量近5GW。 ...

9月12日，同力日升涨5.42%，截至发稿，报46.50元/股，成交1.93亿元，换手率2.55%，总市值78.12亿 元。 资料显示，江苏同力日升机械股份有限公司位于江苏省丹阳市经济开发区六纬路，成立日期2003年9月 30日，上市日期2021年3月22日，公司主营业务涉及主要从事电梯部件及电梯金属材料的研发、生产和 销售。主营业务收入构成为：电梯部件及材料67.73%，新能源电站31.97%，其他0.29%。 从基金十大重仓股角度 数据显示，银华基金旗下1只基金重仓同力日升。银华多元动力灵活配置混合（005251）二季度减持 1.29万股，持有股数8.33万股，占基金净值比例为4.16%，位居第四大重仓股。根据测算，今日浮盈赚 取约19.91万元。 银华多元动力灵活配置混合（005251）基金经理为贾鹏、王智伟。 截至发稿，贾鹏累计任职时间11年20天，现任基金资产总规模39.73亿元，任职期间最佳基金回报 136.8%， 任职期间最差基金回报-89.4%。 王智伟累计任职时间9年51天，现任基金资产总规模6.48亿元，任职期间最佳基金回报21.74%， 任职期 间最差基金回报-8.02%。 风险提示：市 ...

Core Viewpoint - Linyang Energy has secured a significant order from Southern Power Grid, with a pre-bid amount estimated at approximately 244 million yuan, contributing to a total of 866 million yuan in orders since 2025 [1][2][3] Group 1: Order Acquisition - Linyang Energy has been awarded large orders four times since the beginning of 2025, with total disclosed amounts reaching approximately 866 million yuan [3] - The recent pre-bid project is part of the first batch of framework bidding for metering equipment by Southern Power Grid for 2025 [2] Group 2: Business Performance - Linyang Energy's overseas business revenue reached 693 million yuan in the first half of 2025, marking a year-on-year increase of 61.73%, with overseas revenue accounting for over 27% of total revenue [1][3] - The company has maintained a steady growth trajectory since its listing, with revenue increasing from 1.696 billion yuan in 2011 to 6.742 billion yuan in 2024, representing a growth rate of 297.52% [4] Group 3: Research and Development - Linyang Energy has invested over 1 billion yuan in research and development over the past five and a half years, with a total of 10.14 billion yuan in R&D expenses from 2020 to mid-2025 [7] - The company has obtained 31 new authorized patents in the first half of 2025, including 10 invention patents, bringing the total to 352 authorized patents [7]

Core Insights - Jinko Power Technology Co., Ltd. reported a revenue of 2.124 billion yuan for the first half of 2025, representing a year-on-year growth of 10.47%, and a net profit attributable to the parent company of 123 million yuan, up 39.76% [2] - The revenue growth is attributed to the expansion of the household photovoltaic power station business, while the increase in net profit is due to a rise in the scale of productized transactions of power stations [2] - The company has a self-owned power station capacity of approximately 5,953 MW and an independent energy storage capacity of about 657 MWh, with a total power generation of approximately 3.591 billion kWh in the first half of 2025 [2] Industry Policy and Market Environment - The introduction of policies such as the "Management Measures for the Development and Construction of Distributed Photovoltaic Power Generation" marks a transition in the renewable energy sector towards high-quality sustainable development [3] - Companies, including Jinko, are adjusting investment decisions and business rhythms in response to these policy changes and are enhancing operational capabilities across various business lines [3] Project Development and Operations - Jinko actively controlled the investment pace of self-invested projects, adding approximately 233 MW of new installed capacity in the first half of the year [4] - The company secured development indicators totaling 1,465 MW, including 330 MW of wind power, maintaining its leading position in the private sector [4] - In the commercial distributed sector, Jinko added 124 MW of new installed capacity, collaborating with major clients such as Alibaba Cloud and JD.com [4] Asset Management and Financial Performance - The company achieved a turnover rate exceeding 60% in its household photovoltaic business, selling 652 MW of inventory compared to 1,077 MW at the beginning of the year [4] - Jinko expects the overall scale of power station transfers to increase further this year, covering various types of power station products [4] Market Strategy and Innovations - Jinko is focusing on refined operations in power generation, optimizing market trading strategies, and participating in green electricity trading [5] - The company has made significant progress in its energy storage business, with a new independent energy storage capacity of 360 MWh added in Gansu Province [6] - Jinko's electricity sales business remains profitable, signing contracts with 686 new customers across nine provinces, with a total signed electricity volume of 1.6 billion kWh [6] Global Expansion - Jinko has been accelerating its overseas market development, leveraging its project development capabilities and strong relationships with financial institutions [7] - As of the report's end, the company has an operational scale of 444 MW in overseas power stations, with an additional 900 MW of photovoltaic and energy storage projects developed during the reporting period [7]

Core Viewpoint - Linyang Energy's stock price has experienced a decline, reflecting market fluctuations, while the company shows strong growth in its overseas revenue and operational capacity in the renewable energy sector [1]. Financial Performance - As of August 27, 2025, Linyang Energy's stock price is reported at 6.08 yuan, down by 0.14 yuan from the previous trading day [1]. - The company achieved a revenue of 2.481 billion yuan in the first half of 2025, with overseas revenue reaching 693 million yuan, marking a year-on-year growth of 61.73% [1]. Operational Highlights - Linyang Energy's total operational capacity for its renewable energy power stations has surpassed 20 GW [1]. - The cumulative delivery and grid connection scale of the company's energy storage systems has exceeded 5 GWh [1].

Group 1 - The stock price of Jiuzhou Group is reported at 7.31 yuan, down 0.30 yuan or 3.94% from the previous trading day [1] - The company operates in the electric power industry, focusing on new energy and energy-saving environmental protection, including smart electrical equipment manufacturing and new energy power station investment and operation [1] - On July 31, Jiuzhou Group announced that its subsidiaries received a total of 48.95 million yuan in renewable energy generation subsidies for July, covering multiple wind and photovoltaic projects [1] Group 2 - The subsidy funds have been included in the corresponding annual electricity revenue and do not affect the current profit and loss [1] - In the first quarter of 2025, the company achieved revenue of 308 million yuan and a net profit attributable to the parent company of 22.75 million yuan [1] - On July 31, Jiuzhou Group experienced a net outflow of main funds amounting to 53.18 million yuan [1]

Group 1 - The Shanghai Cooperation Organization (SCO) finance ministers and central bank governors meeting was held in Beijing, discussing global and regional economic challenges and financial cooperation [1] - The meeting achieved substantial progress towards the establishment of the SCO Development Bank and agreed to create a financial think tank network [1] - Topics included improving local currency settlement arrangements and enhancing digital inclusive finance cooperation [1] Group 2 - The National Energy Administration announced the initiation of pilot projects for new power systems, focusing on building or upgrading renewable energy power stations in areas with tight supply or significant consumption pressure [2] - The projects aim to enhance system performance with a target of increasing output by over 10% during peak hours [2] - Priority will be given to projects with installed capacity of over 200,000 kilowatts [2] Group 3 - Guangdong Province is planning to develop a marine strong province indicator system to evaluate the effectiveness of marine development [3] - The system will include functional positioning, compilation principles, and calculation methods, ensuring practical implementation [3] - This initiative aims to support the construction of a new marine Guangdong [3] Group 4 - Shenzhen's Industrial and Information Technology Bureau announced a support plan for the smart terminal industry, with funding up to 20 million yuan for various AI terminal projects [4] - The focus is on research, production, and application promotion of innovative consumer electronics, including smartphones and smart home products [4] - The application system for funding will open on June 13 [4] Group 5 - The National Railway Administration is promoting the green transformation of old diesel locomotives by replacing fossil fuel systems with electric and hydrogen fuel cell systems [5] - This initiative aims to improve energy efficiency and reduce emissions from railway operations [5] Group 6 - PingPong has received preliminary approval from the Central Bank of the UAE to become the first Chinese third-party payment institution to hold a UAE payment license [6] - This marks a significant step for Chinese payment platforms in expanding their international presence [6] Group 7 - Shanghai's Development and Reform Commission encourages local enterprises to actively apply for infrastructure REITs reserve projects, with a minimum asset valuation of 1 billion yuan for new issuances [8] - Existing REITs can expand without asset size restrictions, allowing for bundled calculations of multiple projects [8] Group 8 - The Ministry of Industry and Information Technology and the Chinese Academy of Sciences are launching an innovation task for high-performance bioreactors, focusing on key technologies and applications [9] - The initiative aims to enhance the integrated development capabilities of technology research, supply-demand matching, and large-scale application [9] Group 9 - In May 2025, A-share new account openings reached 1.56 million, a year-on-year increase of 22.86% compared to 1.27 million in May 2024 [10] - Despite a decline from previous months, the overall trend remains robust, with the total new accounts in 2025 exceeding the first six months of 2024 [10] Group 10 - China Eastern Airlines announced a new fuel surcharge policy effective June 5, 2025, exempting fuel surcharges for domestic flights under 800 kilometers [11] - For flights over 800 kilometers, a surcharge of 10 yuan per passenger will be applied [11] - The policy aims to adjust pricing structures for domestic air travel [11]

Core Viewpoint - The National Energy Administration has initiated the first batch of pilot projects for the construction of a new power system, focusing on areas with tight supply or significant consumption pressure, aiming to enhance the performance of renewable energy power plants [1] Group 1: New Energy Power Plants - The initiative includes the construction or renovation of a number of new energy power plants in regions with tight supply or high consumption pressure [1] - Projects with installed capacity of over 200,000 kilowatts will be prioritized for construction or renovation [1] Group 2: Operational Enhancements - The system will utilize long-term high-precision power forecasting and smart joint regulation of wind, solar, and storage to improve system performance [1] - Power plants are required to increase their output by over 10% during peak hours (not less than 2 hours) [1] Group 3: Coordination and Scheduling - Power plants will sign collaborative scheduling agreements with dispatching agencies to clarify operational methods and reliable capacity for power balance [1] - Dispatching agencies will refine scheduling rules based on the power forecast results and generation plan suggestions submitted by the power plants [1]

Core Viewpoint - Jiuzhou Group is focusing on the smart distribution network and network energy sectors, positioning itself as a leading provider of new power and energy infrastructure, with a dual-engine business model combining renewable energy and smart equipment manufacturing [1][2]. Group 1: Business Overview - Jiuzhou Group has established three main business segments: smart equipment manufacturing, renewable energy generation, and comprehensive smart energy [1]. - The company has a significant global presence, with products covering over 70 countries and regions, and has a strong integration advantage across the supply chain [1]. - As of December 2024, Jiuzhou Group will have a cumulative installed capacity of over 2.7 GW in renewable energy power stations, with an additional 1 GW in projects under construction and over 2 GW in development [1]. Group 2: Strategic Initiatives - The management views enhancing the performance of the smart equipment manufacturing segment as a key focus for future growth, aiming to improve capacity utilization and gross margins through scale effects [2]. - A new sales team targeting large clients is being established in Beijing, with plans for an overseas sales team starting in Q3 2024 [2]. - Jiuzhou Group is leveraging partnerships within the energy sector to expand its equipment sales market and drive growth in the transmission and distribution equipment business [2]. Group 3: Market Performance - The order value for the smart distribution network business exceeded 800 million yuan in 2024, representing a year-on-year increase of over 30% [3]. - The company has achieved a historical high in bid amounts, exceeding 260 million yuan in Q1 2025 [3]. - Jiuzhou Group's wind power assets reached an installed capacity of 246 MW by the end of 2024, a year-on-year increase of 100 MW, while solar power assets remained stable at 298.6 MW [3]. Group 4: Project Development - Jiuzhou Group is engaging in equity cooperation for wind and solar power projects with state-owned enterprises, with plans to sell 100% equity of newly connected projects to realize resource and equipment value [4]. - The expected internal rate of return for the decentralized wind + clean energy heating projects is over 10%, benefiting from the advantages of decentralized wind power and decreasing construction costs [4]. Group 5: Market Potential - The potential market for decentralized wind + clean energy heating in Northeast China is substantial, with nearly 300 county-level administrative units and over 3,000 towns [5]. - Jiuzhou Group aims to optimize and adjust its business model based on operational results after launching its first project in Heilongjiang Province, with plans to replicate this model across Northeast and North China [5].