10月9日，恒盛能源盘中上涨2.11%，截至11:20，报28.52元/股，成交9343.35万元，换手率1.19%，总市 值79.86亿元。 资金流向方面，主力资金净流入296.59万元，特大单买入0.00元，占比0.00%，卖出181.86万元，占比 1.95%；大单买入2415.89万元，占比25.86%，卖出1937.43万元，占比20.74%。 恒盛能源今年以来股价涨163.34%，近5个交易日跌0.31%，近20日涨32.65%，近60日涨106.67%。 资料显示，恒盛能源股份有限公司位于浙江省衢州市龙游县永泰路6号浙江桦茂科技有限公司三楼，成 立日期2007年3月5日，上市日期2021年8月19日，公司主营业务涉及蒸汽的生产和供应、电力的生产和 销售。主营业务收入构成为：蒸汽57.61%，电力20.10%，固废资源综合利用产品14.03%，热水7.49%， 其他0.61%，CVD金刚石产品0.15%。 恒盛能源所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：新能源、培育钻石、节能环 保、QFII持股、年度强势等。 截至6月30日，恒盛能源股东户数1.17万，较上期增加6.70%；人 ...

百通能源公告，全资子公司百通宏达热力（泗阳）有限公司拟投资建设"百通宏达热力（泗阳）有限公 司热电联产三期项目"，投资总额预计约为2.24亿元，资金来源为自有资金或自筹资金。项目建设工期 为18个月，主要收益来源为蒸汽销售、电力销售。项目总投资约2.24亿元，投资回收期为8.7年（含建设 期），财务内部收益率（税后）为12.7%。项目实施有利于实现地区能源结构调整，减少煤炭使用量， 符合国家节能减排政策。 ...

中证报中证网讯(王珞)近日，长青集团（002616）公告称，拟投资5.71亿元建设茂名长青热电联产项目 二期及配套管网工程。其中热电联产项目二期工程投资额约2亿元，配套管网工程投资额约3.71亿元。 此举旨在满足中国石化茂名分公司扩产及其下游配套产业的蒸汽需求。 茂名高新区前身为广东茂名石化工业区，系中国三大炼化一体化产业基地之一，形成了全国第二大、华 南最大的环氧乙烷产业集群。茂名石化是我国首座千万吨级炼油厂、首座百万吨级乙烯厂、国内最完善 的燃料—润滑油—化工型炼油厂、国内第二家年利润超百亿元的炼化企业、广东绿色石化战略性产业集 群"链主"企业。 根据公告，茂名长青已与茂名石化签订《蒸汽供应合同》，约定在RTC装置投产后基础用汽量为月平均 165t/h，未达量仍按基础用汽量结算，该约定大大增强了收入的确定性。此外，值得一提的是，本次二 期项目总投资5.71亿元中，管网工程占比高达65%。这种投资结构体现了长青集团"轻资产化"运营思路 ——通过管网设施锁定用户，收取稳定管输费或蒸汽销售费。 作为公司"扩大非电收入"与"轻资产化转型"战略的关键落子，茂名项目二期依托国内领先的炼化一体化 产业基地，展现了比满城 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002616 证券简称：长青集团公告编号：2025-042 债券代码：128105 债券简称：长集转债 广东长青（集团）股份有限公司 第六届董事会第三十二次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 广东长青（集团）股份有限公司（以下简称"公司"）第六届董事会第三十二次会议通知于2025年9月23 日以电子邮件等方式送达公司全体董事。本次会议于2025年9月25日在公司会议室以现场与通讯方式召 开。本次会议应到会董事5人，实际到会董事5人，公司监事及高级管理人员列席了本次会议。本次会议 的召集、召开和表决程序符合有关法律、法规和《公司章程》的规定。会议由董事长何启强先生主持， 经与会董事认真审议，通过了以下议案： 一、审议通过《关于投资建设茂名长青热电联产项目二期及配套管网工程的议案》 表决结果：同意5票、反对0票、弃权0票。 本议案详见2025年9月26日刊登于《证券时报》《中国证券报》《上海证券报》《证券日报》及巨潮资 讯网（www.cninfo.com.cn）的《关于投资建设茂 ...

Core Viewpoint - Changqing Group plans to invest 571 million yuan in the second phase of the Maoming Changqing cogeneration project and the construction of a supporting steam pipeline project, aiming to meet the steam demand from China Petroleum & Chemical Corporation's Maoming branch and its downstream industries [1] Group 1: Investment and Project Details - The investment for the cogeneration project phase two is approximately 200 million yuan, while the supporting pipeline project will require about 371 million yuan [1] - The project aligns with national energy industry policies and is expected to have positive social benefits, enhancing the company's heating business in Maoming High-tech Zone [1] - Successful implementation of the project is anticipated to expand sales and profitability for Changqing Group, although it will not significantly impact the company's operating performance in 2025 [1] Group 2: Financial Performance - In the first half of 2025, Changqing Group reported revenue of 1.873 billion yuan, a slight decrease year-on-year, primarily due to a reduction in heating revenue from the industrial park coal-fired heating project as steam prices fell in line with coal prices [2] - The company's non-net profit reached 146 million yuan, a year-on-year increase of 150.33%, attributed to lower fuel costs and an increase in the number of biomass projects benefiting from VAT incentives [2] - The decline in biomass fuel costs has significantly contributed to profit, while the coal-fired heating segment maintained reasonable earnings despite a decrease in steam prices [2] Group 3: Asset Transactions - On July 25, Changqing Group announced the transfer of 100% equity in Changqing Environmental Energy (Zhongshan) Co., Ltd. and Zhongshan Changqing Environmental Thermal Energy Co., Ltd. to a subsidiary of Zhongshan Public Utility Group for a total consideration of 494 million yuan [2][3] - Following the transaction, the company will no longer hold equity or debt in Changqing Energy and Changqing Thermal Energy, and these assets will be excluded from the consolidated financial statements [3] - The sale is expected to generate an investment income of approximately 210 to 220 million yuan, depending on the asset status at the time of equity transfer [3]

长青集团（002616）(002616.SZ)公告，公司拟投资建设茂名长青热电联产项目二期及配套管网工程， 项目概算投资总额为5.71亿元，其中热电联产项目二期工程投资额约2亿元，配套管网工程投资额约3.71 亿元。公司投资建设本项目主要为了满足茂名长青热电联产项目用汽客户中国石油化工股份有限公司茂 名分公司的扩产及其下游配套产业蒸汽需求。 ...

Group 1 - The core viewpoint of the news is that Baitong Energy's stock has experienced fluctuations, with a current price of 12.75 CNY per share and a year-to-date decline of 11.89% [1] - As of June 30, Baitong Energy had 31,600 shareholders, a decrease of 4.86% from the previous period, with an average of 6,765 circulating shares per shareholder, an increase of 6.32% [2] - The company reported a revenue of 5.26 billion CNY for the first half of 2025, a year-on-year decrease of 8.36%, and a net profit attributable to shareholders of 988.29 million CNY, down 7.32% year-on-year [2] Group 2 - Baitong Energy's main business involves centralized heating in industrial parks, with steam accounting for 89.46% of its revenue, electricity 10.12%, and other sources 0.42% [1] - Since its A-share listing, Baitong Energy has distributed a total of 184 million CNY in dividends [3] - The company operates within the public utility sector, specifically in electricity and heat services, and is associated with concepts such as energy conservation and environmental protection [2]

Core Insights - The company reported a total revenue of 18.422 billion yuan for H1 2025, a year-on-year decrease of 7.56%, while the net profit attributable to shareholders was 302 million yuan, an increase of 15.96% [1] Group 1: Revenue and Profit Analysis - The decline in total revenue by 1.507 billion yuan was attributed to a 2.593 billion yuan increase in revenue from coal sales due to increased sales volume, offset by a 4.036 billion yuan decrease in revenue from falling coal prices, and a 64 million yuan decrease from changes in revenue from cogeneration, renewable energy, and other businesses [1] - The cogeneration segment generated revenue of 1.447 billion yuan in H1 2025, a decrease of 6.72% year-on-year, but the gross profit increased by 14.35% to 431 million yuan, with a gross margin of 29.77%, up 5.48 percentage points [2] Group 2: Coal Sales Performance - The coal circulation business achieved revenue of 16.928 billion yuan in H1 2025, a decline of 25.52%, while the total coal sales volume reached 31.9 million tons, an increase of 3.95 million tons, representing a growth of 14.13% [3] - The company's ability to achieve growth in coal sales amidst overall market weakness highlights the resilience of its coal circulation supply chain [3] Group 3: Strategic Acquisitions - The company announced plans to fully acquire Nan Taihu Technology for 1.4573 billion yuan, which is a mature enterprise in the cogeneration sector in Zhejiang Province, with existing boiler capacity of 480t/h and generator capacity of 48MW [4] - This acquisition is expected to strengthen the company's leading position in the energy sector through resource integration and industrial synergy, enhancing operational efficiency and scale [4] Group 4: Future Projections - Revenue projections for 2025-2027 are 43.622 billion yuan, 44.692 billion yuan, and 45.692 billion yuan, with growth rates of -2.43%, 2.45%, and 2.24% respectively, while net profit projections are 753 million yuan, 905 million yuan, and 944 million yuan, with growth rates of 1.9%, 20.2%, and 4.3% [5] - The company is assigned a target price of 16.19 yuan based on a 12x PE ratio for 2025, reflecting its strong operational experience and supply chain resilience [5]

Investment Rating - The report assigns a "Buy-A" investment rating to the company, with a target price of 16.19 yuan based on a 12x PE ratio for 2025 [6][11][18]. Core Insights - The company reported a total revenue of 18.422 billion yuan for H1 2025, a decrease of 7.56% year-on-year, while the net profit attributable to shareholders was 302 million yuan, an increase of 15.96% year-on-year [1]. - The coal trading business showed resilience with a sales volume increase of 3.19 million tons, a growth of 14.13% year-on-year, despite a revenue decline of 25.52% [3]. - The heat and power cogeneration segment achieved a revenue of 1.447 billion yuan, down 6.72% year-on-year, but the gross profit increased by 14.35%, indicating improved efficiency [2]. Summary by Sections Financial Performance - For H1 2025, the company experienced a revenue decline of 1.507 billion yuan, primarily due to a drop in coal prices, which reduced revenue by 4.036 billion yuan [1]. - The projected revenues for 2025-2027 are 43.622 billion yuan, 44.692 billion yuan, and 45.692 billion yuan, with corresponding net profits of 753 million yuan, 905 million yuan, and 944 million yuan [5][12]. Business Segments - The coal trading segment is expected to generate revenues of 40.242 billion yuan, 41.047 billion yuan, and 41.868 billion yuan from 2025 to 2027, maintaining a gross margin of 3% [13]. - The heat and power cogeneration segment is projected to achieve revenues of 3.291 billion yuan, 3.555 billion yuan, and 3.732 billion yuan, with a stable gross margin of 25% [14]. - The renewable energy segment is anticipated to generate consistent revenues of 54 million yuan across the forecast period, with a gross margin of 30% [14]. Strategic Developments - The company successfully advanced the acquisition of Nan Taihu Technology for 1.4573 billion yuan, which is expected to enhance operational efficiency and scale in the heat and power cogeneration sector [4]. - The company is actively expanding its market presence in key regions such as Xinjiang and Central China, leveraging its strong supply chain resilience [13].

Company Overview - Suihengyun A is primarily engaged in the production and sale of electricity and heat, with revenue composition as follows: electricity 74.16%, steam 22.65%, environmental protection and others 2.66%, and energy storage business 0.53% [1] - The company is located in Huangpu District, Guangzhou, Guangdong Province, and was established on November 30, 1992, with its listing date on January 6, 1994 [1] Financial Performance - For the first half of 2025, Suihengyun A reported operating revenue of 2.07 billion yuan, a year-on-year decrease of 6.55%, while net profit attributable to shareholders increased by 135.99% to 217 million yuan [2] - The company has cumulatively distributed 2.2 billion yuan in dividends since its listing, with 244 million yuan distributed over the past three years [3] Stock Performance - As of September 23, Suihengyun A's stock price decreased by 2.14% to 5.94 yuan per share, with a total market capitalization of 6.186 billion yuan [1] - Year-to-date, the stock price has increased by 4.56%, but it has seen declines of 4.81% over the last five trading days, 10.41% over the last 20 days, and 3.41% over the last 60 days [1] - The number of shareholders as of June 30 was 25,200, a decrease of 0.50% from the previous period, with an average of 36,141 circulating shares per shareholder, an increase of 0.50% [2] Shareholder Composition - As of June 30, 2025, Hong Kong Central Clearing Limited was the ninth largest circulating shareholder, holding 4.3347 million shares, a decrease of 1.5349 million shares from the previous period [3]