Core Viewpoint - The company is responding to policy changes and market competition by forming a joint venture with Anhui Energy, aiming to enhance its operational capabilities in wind power and align with national carbon neutrality goals [1] Group 1: Joint Venture Formation - Dongfang Electric's subsidiary, Dongfang Wind Power, will invest in a joint venture by contributing 100% equity of Muli Dongji, valued at approximately 909.85 million yuan [1] - Anhui Energy will hold a 51% stake in the joint venture, while Dongfang Wind Power will hold 49% [1] - The registered capital of the joint venture is approximately 1.86 billion yuan [1] Group 2: Strategic Goals - The partnership aims to optimize state-owned capital layout and promote professional integration, resource complementarity, and strategic collaboration [1] - This initiative is in line with the national "dual carbon" strategy, which seeks to enhance development quality and mitigate risks [1] Group 3: Financial Implications - Following the transaction, Muli Dongji will no longer be included in the company's consolidated financial statements [1] - The transaction is expected to increase the company's total profit in 2025, with specific figures pending audit results [1]

格隆汇11月19日丨东方电气(600875.SH)公布，为应对政策变化、适应市场竞争、控制投资风险，提升 风电场专业化、市场化运营能力，东方风电拟以木垒东吉100%股权作价参股投资，引入外部战略合作 方成立合资公司，共同推进东方电气木垒100万千瓦科技创新实验风场项目，实现资源互补、风险共 担。东方风电与皖能能源共同成立合资公司，东方风电持股49%，皖能能源持股51%。合资公司注册资 本为：185,683.0205万元，东方风电以木垒东吉100%股权作价出资，根据北京天健兴业资产评估有限公 司出具的资产评估报告，基于评估基准日2025年6月30日，木垒东吉新能源有限公司评估后的股东全部 权益价值为90,984.68万元，皖能能源以94,698.3405万元现金出资。 ...

Core Viewpoint - The article highlights the emergence and significance of "green collar" jobs in the context of China's push for a comprehensive green transformation in its economy and society, as emphasized by the 20th National Congress of the Communist Party of China. It showcases the stories of three young professionals in the green energy sector, illustrating their roles and the appeal of these careers to the younger generation [1]. Group 1: Wind Energy Sector - Wind energy is recognized as a clean, safe, and renewable energy source, with professionals like Dong Guiying playing a crucial role in assessing wind resources for wind power projects [2][3]. - Dong Guiying's work involves complex data analysis to create accurate wind resource profiles, which significantly impact project profitability. A mere 0.1 m/s difference in average wind speed can lead to substantial variations in annual energy output [2][3]. - The meticulous nature of wind resource assessment requires constant vigilance and adaptability to changing weather conditions, reflecting the dedication and passion of professionals in this field [3][4]. Group 2: Hydrogen Energy Sector - Hydrogen fuel cells are gaining traction as a clean energy source, with professionals like Cai Kainan responsible for rigorous testing and safety assessments of these systems [5][6]. - Safety is paramount in hydrogen fuel cell testing, with extensive protocols in place to prevent gas leaks and ensure operational integrity. The testing process can take up to a month, involving various checks to ensure reliability [6][7]. - Cai Kainan emphasizes the importance of continuous learning in the rapidly evolving hydrogen energy sector, with plans to enhance his skills in data analysis to improve testing systems [7]. Group 3: Energy Storage Sector - The development of small-scale energy storage systems, such as the floating photovoltaic power station managed by Chen Siwei, is crucial for enhancing energy efficiency in marine aquaculture [8][9]. - Chen Siwei's role involves overseeing the integration of renewable energy sources and ensuring the stability of energy supply, which has led to significant cost reductions for aquaculture operations [9][10]. - The increasing demand for specialized energy storage personnel indicates a promising future for careers in this sector, as the industry focuses on safety and professional standards [10].

Core Viewpoint - TianShun Wind Power's stock performance shows a slight increase, but financing activities indicate a net outflow, suggesting cautious investor sentiment [1][2]. Financing Summary - On September 30, TianShun Wind Power had a financing buy-in amount of 38.53 million yuan, with a financing repayment of 52.96 million yuan, resulting in a net financing outflow of 14.43 million yuan [1]. - The total financing and margin trading balance as of September 30 is 257 million yuan, with the financing balance at 255 million yuan, accounting for 1.73% of the circulating market value, which is below the 50th percentile level over the past year [1]. - The company also reported a margin repayment of 6,900 shares and a margin sell-out of 3,300 shares, with a margin balance of 1.72 million yuan, indicating a low level compared to the past year [1]. Shareholder and Revenue Summary - As of September 19, the number of shareholders for TianShun Wind Power is 81,300, a decrease of 2.26%, while the average circulating shares per person increased by 2.31% to 21,972 shares [2]. - For the first half of 2025, the company achieved operating revenue of 2.189 billion yuan, a year-on-year decrease of 3.08%, and a net profit attributable to the parent company of 53.82 million yuan, down 75.08% year-on-year [2]. Dividend and Institutional Holdings Summary - Since its A-share listing, TianShun Wind Power has distributed a total of 1.426 billion yuan in dividends, with 171 million yuan distributed over the past three years [3]. - As of June 30, 2025, major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.29 million shares to 17.53 million shares, and several other funds that have also increased their positions [3].

Core Viewpoint - Yunnan Energy Investment (002053) has been selected as the winning bidder for three wind power projects, enhancing its position in the renewable energy sector [1] Project Details - The company has received notification from the Energy Bureau of Fuyuan County and the Development and Reform Commission of Lijiang City regarding the successful bid for the following wind power projects: - Fuyuan South Chong Wind Power Plant with an expected installed capacity of approximately 62.5 MW - Lijiang Yongsheng County Aguzi Wind Power Plant with an expected installed capacity of approximately 100 MW - Lijiang Huaping County Huaping West Wind Power Plant with an expected installed capacity of approximately 150 MW [1] Impact on Company - The total expected installed capacity for the three projects is 312.5 MW, which is anticipated to enhance the company's renewable energy capacity, market position, and operational performance [1] - The total construction period for all projects is estimated to be 12 months, indicating a swift timeline for project execution [1]