证券代码：002480 证券简称：新筑股份 编号：2025-006 投 资 者关 系 活 动类别 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 （请文字说明其他活动内容） 活动参与人员 公司参与人员：董事会秘书陈思遥、首席合规官贾珺 参与机构：国联民生证券股份有限公司 时间 2025 年 11 月 21 日（星期五）上午 9:30-11:30 地点 成都市高新区交子大道 499 号蜀道集团大厦 形式 现场交流 交 流 内容 及 具 体问答记录 一、基本情况介绍 成都市新筑路桥机械股份有限公司（以下简称"新筑股份 或公司"）副总经理、董事会秘书陈思遥介绍了控股股东蜀道 集团成立背景、主责主业和发展规划；介绍了新筑股份从四川 发展无偿划转至蜀道集团的背景和意义以及本次重大资产重 组方案中注入资产蜀道清洁能源集团的经营情况、竞争优势及 产业布局等。 二、问答环节 问 1：介绍一下新筑股份本次推进重大资产重组后，对未 来可持续发展，有没有设定一个短期、中期和长期目标。 答：本次重组完成后，新筑股份将全面退出磁浮及桥梁功 能部件，蜀道清洁能源成为控股子 ...

| | 章公司 都在用的商业查询工具 | 童老板 查关系 查风险 | | | | | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 国能大渡河(丹巴)水电开发有限公司 | × 天眼一下 | H 应用 · | | | 基本信息 17 | 法律诉讼 | 经营风险 | 经营信息 | 公司发展 | | | 工商信息 ● | | | | | | | 工商信息 历史工商信息0 | | | | | | | 企业名称 | 国能大渡河(丹巴)水电开发有限公司 | | | | | | 法定代表人 | 朱 朱永国 | 登记状态 ② | 存续 | | 天間 | | | | 成立日期 | 2025-11-21 | | | | 统一社会信用代码 2 | 91513323MAK0LB0084 | 注册资本 ② | 360000万人民币 | | र्टी से | | 工商注册号 | 513323000009625 | 纳税人识别号 ② | 91513323MAK0LB0084 | | हैं रहा | | 营业期限 | 2025-11-21 至 无固定期限 | 纳税人 ...

今年以来梅雁吉祥已经4次登上龙虎榜，最近一次登上龙虎榜为10月15日，当日龙虎榜净买入-2160.22 万元；买入总计1.36亿元 ，占总成交额比7.65%；卖出总计1.57亿元 ，占总成交额比8.86%。 11月24日，梅雁吉祥盘中上涨2.16%，截至09:51，报2.84元/股，成交5789.14万元，换手率1.08%，总市 值53.91亿元。 资金流向方面，主力资金净流入362.19万元，特大单买入310.48万元，占比5.36%，卖出199.29万元，占 比3.44%；大单买入884.49万元，占比15.28%，卖出633.48万元，占比10.94%。 梅雁吉祥今年以来股价涨14.52%，近5个交易日跌14.46%，近20日跌3.07%，近60日涨1.79%。 资料显示，广东梅雁吉祥水电股份有限公司位于广东省梅州市梅江区华南大道58号，成立日期1993年1 月1日，上市日期1994年9月12日，公司主营业务涉及电力生产、生产制造加工业。主营业务收入构成 为：水力发电61.89%，地理数据测绘14.77%，沼气发电及天然气提纯、销售业务8.85%，其他8.62%， 复涂阳极板5.82%，储能电站业务0. ...

截至9月30日，浙江新能股东户数4.71万，较上期减少8.60%；人均流通股51056股，较上期增加9.40%。 2025年1月-9月，浙江新能实现营业收入38.55亿元，同比减少1.56%；归母净利润6.13亿元，同比减少 4.74%。 分红方面，浙江新能A股上市后累计派现6.88亿元。近三年，累计派现5.94亿元。 融券方面，浙江新能11月21日融券偿还1000.00股，融券卖出400.00股，按当日收盘价计算，卖出金额 3004.00元；融券余量9.68万股，融券余额72.70万元，低于近一年20%分位水平，处于低位。 资料显示，浙江省新能源投资集团股份有限公司位于浙江省杭州市上城区凯旋街道凤起东路8号，成立 日期2002年8月1日，上市日期2021年5月25日，公司主营业务涉及水力发电、光伏发电、风力发电等可 再生能源发电项目的投资开发、运营管理及电力销售。主营业务收入构成为：风力业务39.90%，光伏 业务37.95%，水电业务20.83%，其他(补充)1.01%，其他业务0.31%。 机构持仓方面，截止2025年9月30日，浙江新能十大流通股东中，南方中证500ETF（510500）位居第六 大流 ...

| 都在用的商业商可工具 | 章公司 | 查老板 直关系 查风险 | | | | | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 国投(云南)新能源发展有限公司 | 8 天眼一下 | | | | 基本信息 7 | 法律诉讼 | 经营风险 | 经营信息 4 | 公司发展 | | | 工商信息 ● | | | | | | | 工商信息 历史工商信息0 | | | | | | | 企业名称 | 国投(云南)新能源发展有限公司 | | | | | | 法定代表人 | 覧 高鹏 凝关联企业 99 | 6 松井田流 | 存续 | | 天郎 | | | | 成立日期 | 2025-11-14 | | | | 统一社会信用代码 2 | 91530114MAK19TX10J | 注册资本 2 | 20000万人民币 | | दे सि | | 工商注册号 | 530121000442752 | 纳税人识别号 2 | 91530114MAK19TX10J | | REAL | | 营业期限 | 2025-11-14 至 无固定期限 | 纳税人资质 | | | ...

Group 1 - The company Meiyanji Xiang (SH 600868) announced that its 11th Board of Directors' 24th meeting was held via telecommunication on November 19, 2025 [1] - For the year 2024, the revenue composition of Meiyanji Xiang is as follows: hydropower accounts for 62.74%, geographic information industry for 23.39%, biogas business for 9.16%, other businesses for 2.88%, and titanium coating for 1.84% [1] - As of the report date, the market capitalization of Meiyanji Xiang is 5.9 billion yuan [1]

Group 1: Installed Capacity Overview - The company has a diversified power generation structure, including coal, LNG, and hydropower projects. As of the first three quarters of 2025, the total installed capacity is 40,559.3 MW, with coal power accounting for 20,010 MW (49.34%) [2] - The installed capacity for gas power is 11,847 MW (29.21%), wind power is 3,895 MW (9.60%), solar power is 4,574.5 MW (11.28%), and hydropower is 132.8 MW (0.33%). The total renewable energy capacity is 8,702.3 MW (21.46%) [2] Group 2: New Capacity Additions During the 14th Five-Year Plan - During the 14th Five-Year Plan, the company has added approximately 2,860 MW of coal power, 2,865 MW of gas power, 3,812.7 MW of wind power, 3,286 MW of solar power, and 100 MW of biomass power [2][3] Group 3: Ongoing and Future Projects - Currently, the company has 8,000 MW of coal power under construction, with an expected 3,000-5,000 MW to be operational by the end of 2025, and the remainder in 2026-2027 [3] - There are also 2,942 MW of gas power projects and 1,250 MW of solar and wind projects under construction, with potential adjustments to the operational timeline based on construction progress [3] Group 4: Financial Health and Debt Management - As of Q3 2025, the company's debt-to-asset ratio is 79.45%. The company plans to explore equity financing channels to manage and reduce this ratio [4] - In 2023, the company raised 4.5 billion CNY through equity financing by introducing six strategic investors [4] Group 5: Dividend Policy - The company adheres to a "profit means dividend" policy, aiming to distribute at least 10% of the annual distributable profit as cash dividends. The minimum cash dividend proportion in any profit distribution should be 20% [5] - Over the last three years, the cumulative cash dividends should not be less than 30% of the average annual distributable profit [5]

本报记者 冯雨瑶 11月16日晚间，国家电投集团远达环保股份有限公司（以下简称"远达环保"）发布关于发行股份及支付 现金购买资产并募集配套资金暨关联交易的实施情况。 公告显示，本次交易的实施情况为，新增股份已于2025年11月12日在中国证券登记结算有限责任公司上 海分公司办理完毕股份登记手续，预计在限售期满的次一交易日在上海证券交易所上市交易。 同时，本次交易已履行全部所需的决策及审批程序，标的资产已过户登记至公司名下，远达环保现持有 五凌电力有限公司（以下简称"五凌电力"）100%股权、国家电投集团广西长洲水电开发有限公司（以 下简称"长洲水电"）64.93%股权。 实施重大资产重组 据介绍，本次交易由发行股份及支付现金购买资产和募集配套资金两部分组成。 本次交易前，远达环保的主营业务为能源生态融合业务，涵盖大气治理、工业及市政水处理、固危废处 理、矿山及土壤修复、"新能源+生态治理"等。本次交易后，远达环保的主营业务将新增水力发电及流 域水电站新能源一体化综合开发运营业务，主要为湖南省内水力发电、风力发电、太阳能发电业务以及 广西壮族自治区内的水力发电业务。 福建华策品牌定位咨询创始人詹军豪在接受《证券 ...

Core Viewpoint - The transaction involving the acquisition of assets and fundraising by Yuanda Environmental aims to transform the company from a single environmental engineering firm to a comprehensive platform integrating "environmental protection + electricity" [3][4][5] Group 1: Transaction Details - Yuanda Environmental has completed the issuance of shares and cash payment for asset acquisition, with the new shares expected to be listed on the Shanghai Stock Exchange after the lock-up period [1] - The transaction includes the purchase of 100% equity in Wuling Power Co., Ltd. for approximately 242.67 billion yuan and 64.93% equity in Changzhou Hydropower for about 29.12 billion yuan, totaling around 271.80 billion yuan [2] - The company plans to raise up to 5 billion yuan through a share issuance to no more than 35 qualified investors, with an issue price of 6.55 yuan per share [2] Group 2: Business Transformation - Following the transaction, Yuanda Environmental will expand its main business to include hydropower generation and integrated development operations in the energy sector, alongside its existing environmental services [3] - The acquisition signifies a strategic shift towards a dual-driven model of "environmental protection + electricity," enhancing the company's operational efficiency and market competitiveness [3][4] Group 3: Industry Implications - The merger and acquisition strategy aligns with national goals for high-quality capital market development and resource optimization, supporting the company's transformation and value creation [4] - The integration of hydropower assets is seen as a response to the growing demand for clean energy and environmental protection, positioning Yuanda Environmental favorably within the industry [5] - The combination of "hydropower + environmental protection" is viewed as a significant trend in the industry, potentially setting a new paradigm for large environmental enterprises [5]

Group 1 - The core viewpoint of the article is that Hunan Development (SZ 000722) held its 35th meeting of the 11th Board of Directors on November 14, 2025, to discuss the proposal for leasing land and conducting business cooperation through its controlling subsidiary [1] - For the first half of 2025, Hunan Development's revenue composition is as follows: hydropower generation accounts for 79.46%, sand and gravel accounts for 16.61%, and investment management accounts for 3.93% [1] - As of the time of reporting, Hunan Development has a market capitalization of 6.4 billion yuan [1]