赶紧预约！2月26号晚8点，《活性污泥法工艺控制》作者-张建丰坐客水圈高手直播间！分享：如何正确使用絮凝剂 当我们扒完2025环保行业的业绩底牌才发现，所谓的"行业寒冬"，不过是一部分人的困境。 过去一年，行业里总会发出这样的声音——有人说项目回款难如登天，有人叹同行内卷卷到亏本，还有人直言"坚守环保赛道，却快被现实逼退"，仿 佛"寒冬"成了行业代名词，"唱衰"成了话题中心。 但真相真的如此吗？ 据Wind数据显示（截至2月6日），A股132家节能环保类上市公司，已有74家公司披露2025年业绩预告。其中，31家公司预告2025年净利润为正，在已披 露公司中占比41.9%；45家公司预计净利润实现同比增长（含18家预计减亏公司），占比60.8%。 也就是说，近一半披露业绩的环保公司，都实现了"赚钱目标"；超过六成的公司，业绩同比正向增长。行业"寒冬"，更像是行业的一次"洗牌"——淘汰落 后产能、挤压泡沫水分，而真正踩中风口、做实内核的公司，反而迎来了爆发期。 我们继续深挖这74家公司的业绩细节，排除那些"靠补贴续命""偶发盈利"的个案，似乎摸到了一些环保公司的"搞钱密码"，就藏在三个关键词里：零碳、 固废以及 ...

全年规上原煤产量13.05亿吨。晋北采煤沉陷区新能源基地加快建设。新能源和清洁能源装机同比增加 1829万千瓦、达到9048万千瓦，占比首次超过煤电……刚刚过去的2025年，我省努力在能源革命上走在 前、作示范，奋力在推动资源型经济转型发展上迈出新步伐。 今年政府工作报告提出，要"大力推动能源转型"。能源是经济社会发展的基石，对人民生活改善和社会 长治久安具有重要意义。省政协十三届四次会议开幕以来，"能源转型""构建新型能源体系"等话题引起 委员们的热议，大家纷纷表示要锐意进取、担当作为，奋力谱写山西能源转型新篇章。 "政府工作报告提出，因地制宜推动适度多元发展。白酒产业是我省特色优势产业，产业集聚度高、能 源需求集中，其酿酒、蒸馏、仓储等环节对能源的稳定性、清洁性要求逐步提升。建设以天然气为基 础，集新能源与可再生能源于一体的多源、多能耦合、多能互补综合能源供用示范试点，既是推动综合 能源+特色产业深度融合的重要探索，也是拓宽能源消纳渠道、提升能源利用效率的有效路径。"省政 协委员、中城乡山西能源集团有限公司董事长吴建光说。 立足白酒产业镇发展实际，吴建光提出，加快落地综合能源服务试点，推动消纳侧综合能源发 ...

近日，英国首相斯塔默对中国进行了正式访问。这是英国首相时隔8年再次访华，也是新年伊始中方接 待的第一位联合国安理会常任理事国领导人。访华期间，双方围绕气候变化与能源合作举行高层会晤， 重点就可再生能源、低碳技术协作达成共识。 访问期间，中国工商业分布式清洁能源电站投资运营商碧澄能源与总部在英国的能源科技公司章鱼能源 （Octopus Energy）正式宣布战略合资。双方将共同在华设立聚焦电力交易业务的合资公司——碧桐能 源。这一合作代表世界顶级能源科技企业正式进入中国市场，成为中国电力市场化改革进程中的标志性 事件之一。 在1月30日的中英商务论坛上，碧澄能源董事长兼CEO李文轩围绕碧桐能源的业务规划、中英能源合作 前景、碧澄能源的国际化布局接受了21世纪经济报道记者的专访。 "我们期待通过双方的紧密协作，为中国工商业用户提供更经济、智慧、可靠的能源服务，更为中国电 力市场的繁荣发展与绿色转型贡献力量。同时，这样的合作也是中国在新能源和电力市场实践中， 对'安全、低碳、低成本'能源不可能三角解法的一部分探索。"他说。 据介绍，此次合作设立的合资公司——碧桐能源将成为碧澄能源"综合能源服务"战略的核心板块，旨在 ...

中新网南宁2月2日电 (黄令妍 张广权)广西政协委员，中国燃气控股有限公司(下称"中国燃气")董事局主 席、总裁刘明辉2日介绍，天然气在东盟多数国家需求旺盛，而中国在技术、资金、管网建设方面具备 优势。推动跨境能源合作，既能为东盟国家提供低碳转型支持，也能增强我国能源供应链韧性。 广西两会正在进行，刘明辉接受中新网专访时作上述表示。 广西是中国—东盟开放合作的前沿。刘明辉建议，可以广西为枢纽，连接越南、缅甸等资源国与国内市 场，打造区域性能源交易中心，探索人民币结算，提升能源定价话语权；强化民生导向合作，鼓励企业 在东盟开展"气化乡村"示范项目，将广西的惠民工程经验适度输出，兼顾商业效益与社会效益，提升中 国能源合作的国际形象。 近年来，广西为能源企业深耕东盟市场提供了关键支点。据介绍，目前中国燃气扎根马来西亚、印尼等 东盟新兴市场：在绿色能源转型领域，依托马六甲海峡及周边区域布局绿色船舶燃料等业务，有效填补 当地能源供需缺口；在工业园区综合能源方面，以分布式、综合能源服务模式助力当地工业企业降本增 效，推动低碳转型。同时，企业抓住东南亚数字经济发展机遇，推动数字经济与绿色能源产业跨界融 合，构建区域能源生态 ...

格隆汇1月22日｜深南电A(000037.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为 1.50亿元-1.80亿元，比上年同期增长584.66%-721.59%。报告期内，公司控股子公司完成土地收储及发 电机组设备等资产转让，确认资产处置损益约2.8亿元-2.9亿元；同时综合能源服务板块新增储能项目投 运，电力销售业务优化交易策略，主营业务业绩稳步提升。 ...

深南电A公告，预计2025年年度归属于上市公司股东的净利润为1.50亿元-1.80亿元，比上年同期增长 584.66%-721.59%。报告期内，公司控股子公司完成土地收储及发电机组设备等资产转让，确认资产处 置损益约2.8亿元-2.9亿元；同时综合能源服务板块新增储能项目投运，电力销售业务优化交易策略，主 营业务业绩稳步提升。 （文章来源：第一财经） ...

Group 1 - The core viewpoint of the news is that Ming Star Power has shown a positive stock performance with a year-to-date increase of 11.24% and a market capitalization of 5.638 billion yuan as of January 20 [1] - The company reported a net inflow of main funds amounting to 17.1975 million yuan, with significant buying activity from large orders [1] - Ming Star Power's main business revenue composition includes 88.59% from product sales, 9.22% from installation projects, and 1.87% from services [1] Group 2 - As of September 30, the number of shareholders for Ming Star Power decreased by 18.05% to 68,200, while the average circulating shares per person increased by 22.02% to 8,031 shares [2] - For the period from January to September 2025, Ming Star Power achieved an operating revenue of 2.331 billion yuan, representing a year-on-year growth of 9.17%, while the net profit attributable to shareholders decreased by 20.43% to 178 million yuan [2] - The company has distributed a total of 508 million yuan in dividends since its A-share listing, with 142 million yuan distributed in the last three years [3]

Core Viewpoint - The company, Taishan Petroleum, is transitioning from a traditional oil distributor to a modern comprehensive energy service provider, achieving substantial progress in this transformation [1]. Group 1: Company Progress and Strategy - The company has made significant advancements in its transformation into a comprehensive energy service provider, leveraging its offline network advantages and central enterprise resources [1]. - Future plans include deepening the layout of renewable energy and building a service ecosystem, with a focus on the speed of renewable energy implementation and increasing the proportion of non-oil business, which are seen as key supports for sustained growth [1]. Group 2: Market Performance - As of January 16, 2026, Taishan Petroleum's stock closed at 6.84 yuan, down 3.39%, with a turnover rate of 8.69%, a trading volume of 315,100 shares, and a transaction amount of 216 million yuan [1]. - On the same day, there was a net outflow of 13.53 million yuan from institutional investors, while retail investors saw a net inflow of 9.49 million yuan [1].

Group 1 - Shimao Energy announced the termination of the planned change of control, with its stock set to resume trading on January 19, 2026 [2][4] - The company received a notification on January 11, 2026, regarding the potential share transfer by its controlling shareholder, Shimao Investment, leading to a trading suspension on January 12, 2026 [4] - The termination was due to a lack of agreement on key terms between Shimao Investment and the counterparty, with the decision made to protect the interests of all shareholders [4] Group 2 - Shimao Energy is the only regional cogeneration enterprise in the Yuyao coastal new city, providing centralized heating to nearby industrial parks [5] - The company aims to offer clean, efficient, stable, and reliable comprehensive energy services, focusing on the harmless, resourceful, and reduced processing of municipal waste [5] - Through incineration, Shimao Energy converts municipal waste into clean energy, promoting resource recycling [5]

Group 1: Company Development and Strategy - The company focuses on "dual carbon" and "digital economy" strategies to strengthen its smart energy and smart city businesses, enhancing operational efficiency and profitability [3] - The overall development is stable with a good order situation, indicating a positive outlook for the smart energy business due to increasing demand for flexible transmission, smart distribution equipment, and energy digitalization [3] - The company aims to become a leading enterprise in the energy automation industry by combining products and services, while also enhancing digital solutions in key sectors like energy and transportation [3] Group 2: Shareholder Changes and Organizational Adjustments - Following the change in control, the new major shareholder, Nanjing Zhidi, holds 16.01% of the shares, and the company will focus on stable growth and high-quality development through both organic growth and mergers [4] - In December 2025, the company completed a board re-election and senior management appointments, optimizing its organizational structure to improve management and operational efficiency [4] - The restructuring includes the establishment of a financing center and a Shanghai center to enhance resource allocation in investment and market expansion [4]