Core Viewpoint - The article discusses the optimization of the electricity pricing mechanism for grid-side energy storage during the peak summer period in Zhejiang Province, aiming to ensure power supply security and enhance the role of energy storage systems [2][3]. Pricing Mechanism - A temporary pricing mechanism for grid-side energy storage projects will be implemented from July 1 to September 15, 2025. Charging prices will follow the general commercial electricity user price based on voltage levels, with charging during non-peak hours priced at off-peak rates [3]. - The discharge price for grid-side energy storage projects will continue to follow the coal power benchmark price, with the cost difference borne by all commercial users [3]. Charging Price Structure - The charging price structure for grid-side energy storage projects specifies that the electricity corresponding to the grid-connected charging volume will not bear transmission and distribution fees or government funds. However, the remaining charging volume will incur these costs [3][4]. Operational Management - The provincial power company is tasked with scientifically and economically scheduling the operation of grid-side energy storage projects to maximize their peak-shaving capabilities. They are required to report the effectiveness of the temporary pricing mechanism [4]. - Once grid-side energy storage projects participate in the electricity spot market, the charging and discharging prices will follow the spot market rules, discontinuing the temporary pricing mechanism [4].

Group 1 - Wanan Power announced that its controlling shareholder, Wanan Capital, plans to increase its stake in the company by no less than 75 million yuan and no more than 150 million yuan within three months [1] - The planned share buyback reflects Wanan Capital's confidence in the company's future development and is expected to enhance stock stability and market confidence [1] - Investors are advised to monitor the implementation of the buyback plan and changes in the company's fundamentals for informed investment decisions [1] Group 2 - Linyang Energy's subsidiary won a bid for a grid-side energy storage project in Mauritius, with a total bid amount of approximately 1.79 billion yuan [2] - This project represents 2.66% of Linyang Energy's audited revenue for 2024 and is expected to positively impact the company's operations and performance in 2025 and beyond [2] - The successful bid demonstrates Linyang Energy's international competitiveness in the energy storage sector and supports its global strategy [2] Group 3 - GCL-Poly's co-CEO, Lan Tianshi, revealed plans to establish a company to clear silicon material capacity through acquisitions, utilizing a model of "direct investment + debt" [3] - This innovative approach aims to effectively integrate industry resources, improve capacity utilization efficiency, and promote industrial upgrades [3] - Lan Tianshi's proposal indicates GCL-Poly's proactive stance in fostering healthy industry development and hints at new trends in industry collaboration and capital operations [3]

Core Viewpoint - LinYuan Energy (601222) announced that its wholly-owned subsidiary, LinYuan Power Services, has won a bid for a government public tender for a grid-side energy storage project in Mauritius, indicating a significant expansion opportunity for the company in international markets [1] Summary by Categories Company Announcement - LinYuan Power Services, in partnership with China Water Resources and Electric Power Foreign Engineering Co., has secured a bid amounting to 83.41 million Mauritian Rupees plus 2.32 million USD, totaling approximately 24.99 million USD (excluding tax) [1] - The estimated total bid amount, when converted at the latest USD exchange rate, is about 179 million RMB, which represents 2.66% of the company's audited operating revenue for the fiscal year 2024 [1] Future Impact - The successful bid is expected to have a positive impact on the company's operational performance and business results starting from 2025 and beyond [1]

Core Viewpoint - LinYuan Energy's subsidiary has won a significant contract for a grid-side energy storage project in Mauritius, indicating growth potential and international expansion for the company [1] Summary by Relevant Sections Project Details - LinYuan Energy's wholly-owned subsidiary, LinYuan Power Services, formed a consortium with China Water Resources and Electric Power Foreign Engineering Co., Ltd. to win the bid for the Mauritian government’s public tender for a grid-side energy storage project [1] - The total bid amount is approximately 83.41 million Mauritian Rupees and 2.32 million USD, totaling around 2.5 million USD (excluding tax) [1] Financial Impact - The estimated total bid amount converts to approximately 179.43 million RMB based on the latest USD exchange rate [1] - This project represents 2.66% of the company's audited operating revenue for the fiscal year 2024, suggesting a modest but positive contribution to revenue [1] - The project is expected to have a positive impact on the company's operational performance and results starting from 2025 and beyond [1]

Group 1 - The automotive and basic chemical industries saw the highest net inflow of main funds, with net inflows of 3.908 billion and 1.036 billion respectively [1] - Among 17 industries with net inflows, banking, non-ferrous metals, construction decoration, machinery equipment, and household appliances also had net inflows exceeding 200 million [1] - The computer and electronics industries experienced the largest net outflows, with net outflows of 1.363 billion and 1.15 billion respectively [1] Group 2 - BYD led individual stocks with a net inflow of 1.34 billion, following its partnership with Saudi Electricity Company for a 12.5 GWh energy storage project [2] - Hongbaoli ranked second with a net inflow of 1.147 billion, closing at the daily limit, with significant net purchases from various securities firms [2] - 30 stocks had net outflows exceeding 1 billion, with Jilin Chemical Fiber and Shuanglin Shares both exceeding 700 million in net outflows [2] Group 3 - In the tail end of trading, the main funds saw a net inflow of 161 million, with the pharmaceutical, construction decoration, automotive, banking, and basic chemical industries each exceeding 100 million in net inflows [3] - BYD again showed a strong performance with a net inflow exceeding 100 million in the tail end [4] - Leading net outflows in the tail end included Luxshare Precision, Tuosida, Dongfang Wealth, Shuanglin Shares, and Jilin Chemical Fiber [5]