智通财经APP获悉，据港交所1月27日披露，惟远能源技术股份有限公司(简称：惟远能源)向港交所主板 递交上市申请书，中金公司为其独家保荐人。据招股书，惟远能源是一家深耕中国市场、并在全球范围 内不断拓展业务的数字能源解决方案提供商。惟远能源的业务聚焦于智能配电网、数据中心及新型储能 相关三大核心领域。 公司简介 招股书显示，在智能配电网领域，惟远能源提供包括智能开关设备和高效变压器在内的系列产品及智能 配电解决方案，助力客户实现可靠高效配电；在数据中心领域，惟远能源提供包括配电方舱及模块、IT 方舱及撬块、配电设备以及HVDC高压直流供电系统等产品，为数据中心提供持续稳定的电力基础设施 保障；在新型储能相关领域，惟远能源提供新型储能系统、光储微电网及充换电解决方案，推动新能源 的高效利用。该公司的产品和解决方案应用于多种场景，包括IDC、AIDC、电网、发电、公用事业以 及工业及商业设施。 惟远能源已在多个地区和行业垂直领域建立了多元化的客户群。该公司的主要客户主要包括(i)国有和私 营电力公司，(ii)数据中心运营商或托管服务供应商，(iii)发电公司，及(iv)大型工商企业。该等客户采 购该公司的产品和解 ...

据港交所1月27日披露，惟远能源技术股份有限公司(简称：惟远能源)向港交所主板递交上市申请书，中金公司（601995）为其独家保荐人。据招股书，惟 远能源是一家深耕中国市场、并在全球范围内不断拓展业务的数字能源解决方案提供商。惟远能源的业务聚焦于智能配电网、数据中心及新型储能相关三大 核心领域。 公司简介 招股书显示，在智能配电网领域，惟远能源提供包括智能开关设备和高效变压器在内的系列产品及智能配电解决方案，助力客户实现可靠高效配电；在数据 中心领域，惟远能源提供包括配电方舱及模块、IT方舱及撬块、配电设备以及HVDC高压直流供电系统等产品，为数据中心提供持续稳定的电力基础设施保 障；在新型储能相关领域，惟远能源提供新型储能系统、光储微电网及充换电解决方案，推动新能源的高效利用。该公司的产品和解决方案应用于多种场 景，包括IDC、AIDC、电网、发电、公用事业以及工业及商业设施。 惟远能源已在多个地区和行业垂直领域建立了多元化的客户群。该公司的主要客户主要包括(i)国有和私营电力公司，(ii)数据中心运营商或托管服务供应 商，(iii)发电公司，及(iv)大型工商企业。该等客户采购该公司的产品和解决方案，既可 ...

日前，生态环境部与国家统计局联合印发《关于发布2023年电力二氧化碳排放因子的公告》，以便于不 同主体核算电力消费的二氧化碳排放量。 生态环境部应对气候变化司相关负责人介绍，本次发布的2023年电力二氧化碳排放因子主要分为三 种口径，即全国、区域及省级电力平均二氧化碳排放因子，全国电力平均二氧化碳排放因子（不包括市 场化交易的非化石能源电量）和全国化石能源电力二氧化碳排放因子。这三种口径因子计算方法和数据 来源与2021年、2022年一致。 全国层面，2023年全国电力平均二氧化碳排放因子为0.5306kgCO2/kWh(千克二氧化碳每千瓦时)， 较2022年0.5366kgCO2/kWh下降1.1%，主要原因是我国发电能源结构持续优化，火力发电比重不断下 降，火力发电燃煤单位热值含碳量有所降低。 区域层面，2023年华北、东北、华东、华中、西北电力平均二氧化碳排放因子分别为0.6361、 0.5122、0.5500、0.5271、0.5543kgCO2/kWh，较2022年分别下降6.1%、8.0%、2.1%、2.3%、5.4%，主 要是由于上述区域火力发电量比重下降。2023年南方、西南电力平均二氧化碳排 ...

近期，我国向国际电信联盟（ITU）提交新增20.3万颗卫星申报的消息备受关注。这是迄今为止我国规 模最大的一次国际频轨集中申报行动。 20万，不是小数目。我国就要有20万颗卫星了吗？当下显然没有，人们熟悉的"风云""北斗"等系列大多 服务于国家战略，距离20万颗的规模相去甚远。就连率先开始构建"星链"的美国企业SpaceX，如今在轨 运行卫星也仅有9413颗。因此，需理性看待这一消息，既不能忽视其市场潜力，也不要盲目夸大其商业 价值。 这个申请意味着什么呢？事实上，大规模发射卫星离不开提前规划。准确地说，此次申请的并不是"升 空许可"而是"星座"，包括卫星在太空工作需要的"轨道"和"通信频率"，它们直接影响卫星通信质量， 且具有一定的排他性。其中，通信频段遵循"先到先得"的原则，不同的频段传播损耗不同，适合卫星通 信的优质频段有限，面临激烈竞争。 我国商业航天正处于技术突破和规模应用的前夜，提前规划卫星频轨，既是为市场留足空间，也是在为 参与国际竞争作准备。此前，包括美国、法国在内的多国都曾进行多轮申报。当然，申报了并不意味着 就能占据这些位置。此类批量申请后存在两个核验周期——前7年内必须发射首颗卫星并尽可 ...

Group 1: Company Overview and Investor Relations - The company conducted investor relations activities including site visits and meetings with representatives from various financial institutions [2][3] - Key participants included representatives from institutions such as 富国基金 (Fidelity Fund), 广发证券 (Guotai Junan Securities), and 中再资产 (China Re Asset) [2] Group 2: Gas Turbine Sales and Performance - The company signed a $106 million contract for gas turbine generator sales, equivalent to approximately ¥742 million, aimed at North American data centers and industrial power supply [3] - The success in North America is attributed to product performance, business experience, delivery capability, and comprehensive service strength [3] Group 3: Supply Chain and Strategic Partnerships - The company has established long-term partnerships with major gas turbine manufacturers like Siemens and Kawasaki Heavy Industries, enhancing its global supply chain [3][4] - The focus is on building a diversified gas turbine supply system to improve supply chain resilience and provide integrated power solutions [3] Group 4: Future Business Outlook - The company aims to deepen its involvement in three key areas: data centers, industrial energy, and new power systems, through continuous technological innovation and product iteration [4] - Plans include developing integrated solutions covering power generation, distribution, and thermal management to enhance energy system safety and efficiency [4] Group 5: Oil and Gas Engineering Services - The company emphasizes selecting high-quality oil and gas engineering projects based on profitability and cash flow criteria [5] - Successful projects include collaborations with Kuwait Oil Company and various other significant EPC projects, enhancing market recognition [5] Group 6: Natural Gas Business Development - To support the growth of its natural gas equipment business, the company has established the杰瑞天然气工业园 (Jereh Natural Gas Industrial Park) and is expanding capacity through various measures [6] - The company is also focusing on talent recruitment and training to ensure efficient operations in research, design, and manufacturing [6] Group 7: Site Visit and Facility Overview - The site visit included an introduction to the geographical layout and functional planning of the industrial park, showcasing high-end equipment manufacturing and natural gas facilities [7] - Key equipment demonstrated included fracturing equipment, cementing equipment, and gas turbine generators, highlighting the company's technological capabilities [7]

Group 1 - The core viewpoint of the news is that Samsung Medical's stock has experienced a decline, with a current price of 22.69 yuan per share and a market capitalization of 31.884 billion yuan [1] - Samsung Medical, established on February 1, 2007, and listed on June 15, 2011, is primarily engaged in the research, production, and sales of electric energy metering and information collection products, as well as distribution equipment and medical services [1] - The revenue composition of Samsung Medical shows that the electric power segment accounts for 79.70% of total revenue, medical services contribute 19.15%, and other business revenues make up 1.15% [1] Group 2 - From the perspective of fund holdings, one fund under Southern Fund has a significant position in Samsung Medical, specifically the Southern New Energy Industry Trend Mixed A fund, which holds 1.8714 million shares, unchanged from the previous period, representing 5.41% of the fund's net value [2] - The Southern New Energy Industry Trend Mixed A fund has a total scale of 733 million yuan and has achieved a year-to-date return of 22.99%, ranking 4024 out of 8085 in its category [2] - The fund manager, Xiong Lin, has been in position for 4 years and 130 days, with the best and worst fund returns during this period being -22.72% and -24.71%, respectively [3]

Group 1 - The project has a first-phase installed capacity of 50 megawatts, equipped with 7.5 megawatts/15 megawatt-hours of electrochemical energy storage, and includes 8 wind turbines with a single capacity of 6.25 megawatts [2][5] - The project is connected to a 110 kV booster station through two collection lines, and the management team has successfully navigated significant challenges such as large equipment transportation and complex external coordination [2][5] - Upon operation, the project is expected to generate approximately 110 million kilowatt-hours of electricity annually, equivalent to saving 35,000 tons of standard coal and reducing carbon dioxide emissions by about 86,000 tons each year [2][5] Group 2 - WETOWN ELECTRIC aims to build trust in Chinese electrical products, focusing on customer satisfaction and innovation, while providing solutions and quality services across various sectors including renewable energy and industrial manufacturing [3][6] - The company operates in three main business areas: distribution equipment, energy storage systems, and photovoltaic new materials, positioning itself as a leader in the distribution equipment sector and a significant player in the energy storage market [3][6] - WETOWN ELECTRIC has established itself as a major manufacturer of photovoltaic welding strips in China, contributing to the development of a zero-carbon lifestyle through technological empowerment [3][6]

Group 1 - The core point of the article is that Jiuzhou Group has successfully won the bid for the procurement of distribution equipment for the Gansu Tengger Desert Hexi New Energy Base supporting the Jinchang 2×1000 MW peak-shaving coal power project [1] Group 2 - Jiuzhou Group is involved in the energy sector, specifically in coal power projects, indicating its active participation in the renewable energy transition [1] - The project includes a significant capacity of 2×1000 MW, highlighting the scale of the investment and infrastructure development [1] - The procurement order is part of a broader initiative to enhance energy supply and management in the region, reflecting ongoing developments in energy infrastructure [1]

Group 1: Company Overview and Activities - The investor relations activity included three sessions held on December 16-17, 2025, at the company headquarters, focusing on site visits and discussions with various investment institutions [2][3][4]. - Participants included representatives from multiple investment firms such as Huatai PineBridge Fund, Point72, and CICC Asset Management [2][3]. Group 2: Supply Chain and Production Capacity - The company has established a global supply chain system to ensure the delivery of North American gas turbine power generation equipment, collaborating with Siemens and Baker Hughes [3][4]. - Capacity expansion has been implemented at the existing facility in the U.S. to meet production demands for electric drive/turbine fracturing equipment and gas turbine power generation equipment [3][4]. Group 3: Business Performance and Market Strategy - The company has successfully secured large orders for gas turbine power generation equipment due to its product reliability and performance, meeting high standards in various sectors [4][5]. - Future business strategies focus on three main areas: data centers, industrial energy, and new power systems, emphasizing technological innovation and integrated solutions [5][6]. Group 4: Natural Gas Business Development - To support the rapid growth of the natural gas equipment business, the company has established the Jerry Natural Gas Industrial Park and is expanding capacity through leasing and resource coordination [6][7]. - Recruitment and training of specialized personnel in the natural gas sector are prioritized to enhance R&D and manufacturing capabilities [6][7]. Group 5: Oil and Gas Engineering Services (EPC) - The company adopts a selective approach to project acquisition, focusing on profitable projects with strong cash flow and strategic significance [7][8]. - Recent successful projects include contracts with Kuwait Oil Company and various significant projects in Southeast Asia, showcasing the company's project management and delivery capabilities [7][8].

Group 1 - The core point of the article is that Jiuzhou Group's wholly-owned subsidiary, Shenyang Haocheng Electric, has successfully won a significant order from the State Grid for the 2025 joint procurement project of distribution equipment in East China (Fujian) and North China (Shandong) [1] Group 2 - The order is part of a larger initiative by the State Grid to procure distribution equipment, indicating a strong demand in the market [1] - Winning this contract highlights Jiuzhou Group's competitive position in the electric equipment industry [1] - The successful bid may lead to increased revenue and market share for Jiuzhou Group in the coming years [1]