据悉，华民股份与天太机器人的合作以"场景定义者+技术赋能者"为核心定位，通过客户复用和技术嫁 接，探索解决机器人续航痛点。华民股份相关负责人表示，双方协同效应显现后将在天太机器人启动上 市进程时，择机行使优先并购权。 本报讯 （记者何文英）8月27日晚间，湖南华民控股集团股份有限公司（以下简称"华民股份"）发布 2025年半年报。报告显示，2025年上半年公司营收4.56亿元，同比减少3.06%；实现归母净利润-0.81亿 元，较上年同期大幅减亏。在光伏产业链价格触底回暖的大背景下，华民股份正以"新能源+新科技"双 轮驱动的模式，打造公司多元化发展格局。 随着光伏行业反内卷持续推进，市场供需格局逐步优化，同时华民股份降本措施持续深化，公司整体经 营质量将得到进一步改善。未来，华民股份通过"新能源+新科技"双赛道协同发展，以具身智能等硬科 技为突破口，将新能源场景与先进制造深度融合，持续提升公司核心竞争力和行业影响力，有望实现可 持续、高质量的长远发展。 中国光伏行业协会最新数据显示，2025年上半年国内新增光伏装机212.21GW，同比增长107%。同时， 政策端面对光伏"内卷式"竞争的纠偏信号愈发清晰，发展 ...

中证报中证网讯(记者宋维东)和展能源（000809）8月22日晚公告称，公司二级控股子公司内蒙古和镁 新能源有限责任公司(简称"和镁新能源")实施的库伦旗30万千瓦源网荷储一体化项目获得通辽市能源局 批准同意。该源网荷储一体化项目通过深度融合风电、智能电网、工业负荷及储能设施，借助先进技术 实现清洁能源高效协同与优化调度，综合效益显著，对构建清洁低碳、安全高效的能源体系具有重要意 义。 当前，国家着力提升清洁能源利用水平和电力系统运行效率，更好地发挥源网荷储一体化和多能互补在 保障能源安全中的作用。相关业内人士表示，源网荷储一体化和多能互补发展是电力行业坚持系统观念 的内在要求，是实现电力系统高质量发展的客观需要，是提升可再生能源开发消纳水平和非化石能源消 费比重的必然选择，对促进我国能源转型与经济社会发展具有重要意义。 近年来，和展能源积极推动业务转型升级，培育了风机混塔装备制造和新能源投资开发业务结构。特别 是在新能源投资开发方面，公司依托已建立的成熟生态圈积极拓展合作渠道，挖掘风光资源项目。和展 能源相关负责人对中国证券报记者表示，新能源产业已进入战略性转折点，源网荷储一体化项目正成为 构建新型电力系统 ...

Core Insights - The company reported a significant decline in revenue and net profit for the first half of 2025, with revenue at 6.735 billion yuan, down 35.34% year-on-year, and net profit at 309 million yuan, down 42.71% year-on-year [1][2] Business Performance - The company's main business segments include engineering construction and services, resource supply chain, power operation, and industrial manufacturing [1] - The company leveraged its brand advantage in major projects and focused on collaborative development, achieving breakthroughs in mid-to-high-end markets such as Egypt and the UAE [1] Major Projects - Key signed and effective projects in the first half include: - Alexandria Abu Qir Metro Vehicle Project in Egypt valued at 288 million USD - Lamikayuan Network Integration Project in Congo valued at 66.6 million USD - Komanyeshan 125MW Photovoltaic Project in Bosnia valued at 81.73 million USD - MBJ Comprehensive Infrastructure Project in Indonesia valued at 77.11 million USD - KENT Housing Project in Abu Dhabi valued at 10.86 million USD [1] Operational Projects - Six operational projects showed stable performance and quality, contributing significantly to the annual goals [2] - The brand advantage of operational projects has positively impacted market development and project acquisition in local and neighboring countries [2] - Specific project highlights include: - Mongolia Integrated Mining Project with 19.9 million cubic meters mined and 2 million tons transported - Croatia Sini Wind Power Project generating 215 million kWh and completing maintenance on 8 wind turbines - Nigeria Gold Mine Project achieving a 3% higher equipment operation rate and processing 15% more ore, producing 40,300 ounces of gold [2]

Core Insights - The total investment in key energy projects in China exceeded 1.5 trillion yuan in the first half of the year, marking a year-on-year increase of 21.6% [3] - Investment in renewable energy generation continues to grow rapidly, with significant increases in onshore wind and solar energy investments [3] - Private enterprises are increasingly investing in the energy sector, with a year-on-year growth of 27.8% in investment [3] Investment Growth - Investment in renewable energy generation saw substantial growth, with onshore wind investment in Guangxi and Xinjiang doubling compared to the same period last year [3] - Centralized solar power investment increased by 24.5%, while distributed solar power investment grew by over 70% [3] - Investment in solar thermal power nearly doubled compared to last year [3] Power Supply Investment - Investment in coal and nuclear power sectors maintained rapid growth, with key coal power projects in East China, Central China, and Western Inner Mongolia being completed [3] - Investments in power grids and pumped storage also showed steady growth [3] New Energy Investment - Investment in hydrogen energy projects doubled in the first half of the year, with multiple green hydrogen projects in Jilin accelerating [3] - Investment in charging and swapping infrastructure grew by nearly 70% [3] - New energy storage and integrated source-grid-load-storage projects saw investment growth of over 30% [3] Private Sector Involvement - Private enterprises completed investments in the energy sector with a year-on-year increase of 27.8% [3] - Investments in distributed solar and onshore wind by private companies grew by over 40% [3] - Investment in charging and swapping infrastructure and centralized solar power by private enterprises increased by around 15% [3]

Core Viewpoint - The Henan Development and Reform Commission has announced the implementation of the 11th batch of integrated source-grid-load-storage projects, comprising 44 projects with a total capacity of 451.43 MW, including 301.15 MW from wind power and 150.28 MW from solar power [1][3]. Summary by Relevant Sections Project Overview - The 11th batch includes 34 industrial projects, 3 rural projects, and 7 other types, with a total capacity of 451.43 MW [1][4]. - Cumulatively, Henan has released 11 batches totaling 522 integrated projects with an overall capacity of approximately 7,688.67 MW, including 4,630 MW from wind and 3,058.67 MW from solar [1][4]. Project Implementation Requirements - Solar projects must commence construction within 6 months from the notification date, while wind projects must complete approval within 6 months and start construction within 12 months after approval [7][8]. Project Breakdown by Batch - The first batch included 63 projects with a capacity of approximately 2,145.25 MW, consisting of 1,400.3 MW wind and 744.95 MW solar [1]. - The second batch had 45 projects totaling about 964.81 MW, with 723.4 MW wind and 241.41 MW solar [1]. - The third batch comprised 21 projects with a capacity of approximately 637.6 MW, including 508.7 MW wind and 128.90 MW solar [1]. - The fourth batch included 61 projects totaling about 653.91 MW, with 235 MW wind and 419.91 MW solar [1]. - The fifth batch had 61 projects with a total capacity of approximately 824 MW, including 511.1 MW wind and 312.9 MW solar [1]. - The sixth batch comprised 36 projects totaling about 438.06 MW, with 142.9 MW wind and 295.16 MW solar [1]. - The seventh batch included 42 projects with a total capacity of approximately 456.33 MW, consisting of 325 MW wind and 132.66 MW solar [1]. - The eighth batch had 42 projects totaling 420 MW, with 246.25 MW wind and 173.77 MW solar [1]. - The ninth batch included 53 projects with a total capacity of 335.29 MW, consisting of 116.2 MW wind and 219.09 MW solar [1]. - The tenth batch comprised 63 projects with a total capacity of 360.65 MW, including 120 MW wind and 240.65 MW solar [2]. Project Implementation Entities - The implementation entities for the 11th batch include various companies, with notable capacities such as: - Huaneng Qinbei Power Co., Ltd. with 100 MW (50 MW wind each from two projects) [3]. - Huaneng Henan Clean Energy Co., Ltd. with a total of 59.45 MW (31.25 MW and 22.4 MW wind) [3]. - Other entities include companies like Muyuan Foods and various local energy firms, contributing to the overall capacity [3][10].

文 | 中关村储能产业技术联盟 近日 ，河南省发展改革委发布《关于实施第十批源网荷储一体化项目的通知》，本次共63个项目纳入 实施范围，其中，工业企业类35个、增量配电网类1个、农村地区类8个、其他类19个。总规模 360.65MW，其中风电项目120MW、光伏240.65MW。 河南 发展 新能源主要 通过 源网荷储一体化 来做 ， 同时 源网荷储一体化项目推动 了 新型储能的发 展。河南 率先 在全国推出三个类型的源网荷储一体化项目。 包括 工业 企业 、 农村地区 、 增量配 网 等场景，现在已 进一步拓展 至 基础设施、公共机构、学校、医院、算力等 应用 。 在这些源网荷储一体化 项目 当中， 对储能的规模给予了一定的规定 。 工业企业类项目（含基础设 施、公共机构等）新能源自发自用，不向大电网反送电，可按照自建新能源的规模，灵活配置储能，不 做具体要求。农村地区类项目，根据自发自用比例、建设成本等因素测算，农村生产类企业配储不低于 新能源规模的 20%，整村开发类不低于50%。增量配电网类项目，网内自平衡供电能力应不少于两小 时，自建新能源消纳比例达到全省平均水平， 据此测算，储能配置比例原则上不低 ...

Group 1 - The company plans to lease an additional 3,500 acres of temporary land use rights and participate in a bidding process for 351 acres of state-owned land use rights for its integrated energy project [1][2][5] - The total investment for the integrated energy project has been approved by the company's board and shareholders [1][2] - The company has already leased 6,000 acres of land for the project, with a rental fee of 60 million yuan for 25 years [2] Group 2 - The transaction does not constitute a related party transaction or a major asset restructuring according to relevant regulations [2] - The company will fund the land leasing and bidding through its own or self-raised funds, which will not impact its existing business operations [5] - The company has no significant financial or operational impact from this transaction [5] Group 3 - The bidding for land use rights will be conducted in accordance with government arrangements and the project's overall progress [1][4] - The company has ensured that the transaction complies with legal and regulatory requirements [6] - The company will disclose any new developments or changes regarding the transaction as required by law [6]

Group 1 - The company held its 11th Supervisory Board's 21st meeting on June 4, 2025, with all three supervisors participating and the meeting conducted in accordance with legal regulations [1] - The Supervisory Board approved the proposal for the wholly-owned subsidiary Inner Mongolia Xiangfu New Energy Co., Ltd. to sign the construction general contract for the "Source-Grid-Load-Storage Integration Phase I Project" with unanimous consent [2] - The company agreed to provide a joint liability guarantee for the debts related to the signed construction contract, also with unanimous approval from the Supervisory Board [2] Group 2 - The company has signed loan agreements with its controlling shareholder, Xuyang Holdings Limited, in May and August 2024, with the loans maturing in July and August 2025, to support business development and project construction [3] - The Supervisory Board approved the proposal for the wholly-owned subsidiary Xiangfu New Energy to lease 3,500 acres of temporary land use rights and to participate in the bidding for state-owned land use rights for the construction of the Source-Grid-Load-Storage Integration Project, with unanimous consent [3]

Core Viewpoint - The first park-level "source-network-load-storage integration" project in Ningxia, with a total investment of 620 million yuan, has commenced 115MW photovoltaic construction in the Su-Yin Industrial Park, aiming to enhance the green electricity ratio to approximately 40% by the end of the year [1][2]. Group 1: Project Overview - The project includes a 30MW/60MWh energy storage station and is expected to be connected to the grid by the end of the year [1]. - The project aims to accelerate the clean and intelligent transformation of energy through technological innovation and mechanism reform, integrating the four elements of energy production, transmission, consumption, and storage [2]. Group 2: Economic and Environmental Impact - The 115MW photovoltaic system is projected to generate approximately 220 million kWh annually, with a green electricity price of 0.2930 yuan/kWh, contributing to a reduction in carbon emissions and dependence on fossil fuels [5]. - The project is expected to lower industrial energy costs and promote the transformation and upgrading of the industrial structure, fostering the growth of green and low-carbon emerging industries [3]. Group 3: Future Developments - The Su-Yin Industrial Park is accelerating the construction of green electricity parks, zero-carbon parks, and smart parks, with plans to increase the direct supply of green electricity to new computing centers to 70% and reduce terminal electricity prices to 0.36 yuan/kWh [5].

文 | 河南省发展改革委 第九批源网荷储一体化项目清单如下： 附件 1 第九批工业企业源网荷储—体化项目名单 | 居 | 项目名称 | 实施主体 | 省辖市 | 建设模式 | 风电规模 | 光伏规模 | | --- | --- | --- | --- | --- | --- | --- | | 름 | | | | | (MW) | (MW) | | 1 | 郑州新达服饰有限公 司源网荷储一体化项 | 郑州新达服饰有 | 郑州 | 自主开发 | 0 | 0.58 | | | 글 | 限公司 | | | | | | | 郑州第三电缆有限公 | | | | | | | | 司 3.5MW 分布式光 | 郑州第三电缆有 | 郑州 | 自主开发 | 0 | 3.5 | | 2 | 伏发电和 | 限公司 | | | | | | | 1MW/3MWH 储能系 | | | | | | | | 统及变电设备项目 | | | | | | | 3 | 上汽乘用车郑州二厂 | 郑州疆能沐光新 能源科技有限公 | 郑州 | 合同能源 | 0 | 17.93 | | | 源网荷储一体化项目 | | | 管理 | | | | | | ם ...