截至2月6日，在A股132家节能环保类上市公司中，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%。 南网能源预计2025年净利润为3.0亿元至3.6亿元，上年净亏损为5812.6万元，业绩增长的主要原因是公 司节能业务板块巩固拓展，经营收入稳定增长；存量低效资产综合治理成效显著，生物质项目经营情况 改善。 南网能源此前在投资者关系活动记录表中介绍，2025年公司成立数字服务公司，聚焦综合能源数字化运 检维护服务、数字源荷聚合运营服务，拓展智能运维、虚拟电厂、电力交易、绿电绿证交易等综合能源 增值服务。此外，公司正在推进实施广州工控零碳园区、贵州电网科创园一期近零碳园区等多个项目。 该公司表示，零碳园区建设的需求将呈现爆发式增长，公司将紧抓市场机遇，通过打造零碳园区商业模 式及产品体系内容，构建零碳园区整体业务推广策略，助力园区实现碳中和目标，同时为公司创造新的 业务增长点。 专家表示，零碳园区对于用能方式、能源交易模式的重大变革将催生本地能源服务企业，投资重点也将 从单点 ...

Core Insights - The electricity consumption in Suzhou is projected to reach 195.755 billion kWh by 2025, with a peak load of 32.635 million kW, reflecting growth of 16.2% and 14.4% respectively from 2021, indicating strong support for high-quality economic development [1] Group 1: Strengthening the Power Grid - Suzhou's power grid has been developed with a focus on "external introduction and internal enhancement," establishing a new power system with regional characteristics [2] - The ultra-high voltage project has enabled efficient energy transmission over 2,080 kilometers, delivering over 22.3 billion kWh annually to Suzhou, optimizing the local energy structure [2] - By 2025, the external power supply capacity of Suzhou is expected to reach 17.715 million kW, accounting for over 50% of the peak load, with a total of over 310 billion kWh of external clean energy absorbed [2][3] Group 2: Renewable Energy and Smart Technology - Installed capacity of renewable energy in Suzhou surged from 1.9513 million kW in 2021 to 9.0420 million kW by the end of 2025, a growth of over 4.6 times, with wind and solar energy making up 92.06% of this capacity [4] - Energy storage systems have been implemented, with a total of 55.15 million kW on the grid side and 34 million kW on the user side, creating a large-scale urban energy storage network [4] - The distribution network has been upgraded, achieving a supply reliability rate of 99.9957%, with significant improvements in urban infrastructure [4] Group 3: Enhancing the Business Environment - The "Getting Electricity" service has been optimized, significantly improving service convenience and reducing costs for businesses, with a "zero investment" policy benefiting 160,000 low-voltage customers [6] - The average time for connecting residential electricity has been reduced by 23.98%, with over 106,000 households receiving quick electricity access [7] - Innovative service models have been introduced, saving businesses over 1 billion yuan annually and reducing initial investment costs for 500 companies by over 60 million yuan [6][7]

Group 1 - The company has reported strong growth in its commercial user-side energy storage business, with a cumulative operational scale of 617.7 MWh and a signed installed capacity of 1.2 GWh as of September 30, 2025, driven by favorable government policies [1] - The company is leveraging artificial intelligence technology to enhance the accuracy of electricity trading and is utilizing innovative models like virtual power plants to aggregate distributed energy resources, thereby expanding profit channels in the renewable energy sector [1] Group 2 - The company is committed to its "green city operator" strategy, responding to national carbon neutrality goals by integrating distributed photovoltaics, charging stations, biomass energy, and energy-saving services into its core energy storage business [2] - A strategic cooperation agreement has been established with EVE Energy Co., Ltd., focusing on technology innovation in energy storage and biomass applications, aiming to support the national carbon neutrality goals [2][3] Group 3 - The partnership will involve joint project development in commercial energy storage, mobile energy storage, heavy-duty vehicle battery swapping, and zero-carbon parks, with plans to achieve 1 GWh of orders within a year [3] - The company will provide comprehensive energy support, including biomass gas, steam, and renewable electricity, to EVE Energy's production bases in Yunnan, Hubei, and Malaysia [3] Group 4 - The company aims to create zero-carbon cities by implementing a systematic layout across the entire energy industry chain, focusing on the synergy and closed-loop management of various energy systems [4] - The company is developing a digital management platform to create smart low-carbon industrial parks, integrating IoT and multi-energy coupling to build a unique dual-carbon business ecosystem [4]

10月17日，联合国全球契约组织成立25周年走进国家电网活动在国网苏州供电公司举办。 为深化可持续发展领域交流、凝聚全球企业行动共识，在联合国全球契约组织成立25周年，以及国家电 网正式成为UNGC会员单位20周年之际，联合国全球契约组织首次举办走进国家电网活动，邀请UNGC 会员企业及国际友人走进国网苏州供电公司，聚焦"共探绿色能源助力绿色生活，创新实现可持续发 展"主题，通过圆桌沙龙与实地参访的形式，深度对话了解国家电网在保障能源电力安全、推动绿色转 型等方面的可持续实践与经验，呼吁更多中国企业投身可持续发展行动。 联合国全球契约组织驻华代表，斐济、菲律宾等国家驻上海总领事，以及来自国家电网、学术机构、中 外企业代表齐聚一堂，共话绿色发展，为推进全球绿色、低碳和可持续发展目标凝聚智慧与力量。 联合国全球契约组织（UNGC）作为全球最大的推进企业社会责任和可持续发展的国际组织，致力于动 员全球企业与利益相关方，通过负责任的商业实践，共同落实联合国可持续发展目标，推动构建更加包 容、可持续的全球经济。目前，该组织已覆盖180多个国家，拥有超过2.5万家企业及其他利益相关方参 与者。国家电网作为特大型国有重点骨 ...