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浙江省新能源投资集团股份有限公司 第三届董事会第二次会议决议公告 证券代码：600032 证券简称：浙江新能 公告编号：2026-003 经与会董事认真审议，充分讨论，会议审议通过了以下议案： 1、审议通过《关于制定公司债券募集资金管理与使用制度的议案》 表决结果：9 票同意，0 票反对，0 票弃权。 特此公告。 浙江省新能源投资集团股份有限公司董事会 2026 年 2 月 25 日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 浙江省新能源投资集团股份有限公司（以下简称"公司"）第三届董事会第 二次会议于 2026 年 2 月 24 日上午以通讯方式召开。会议通知于 2026 年 2 月 11 日以邮件形式通知全体董事。本次会议应出席董事 9 名，实际出席董事 9 名，公 司部分高管等人员列席了会议。会议由董事长张坚群先生主持，本次会议的召集、 召开和表决程序均符合《公司法》《公司章程》及相关法律法规的规定。 二、董事会会议审议情况 ...

Group 1 - The stock price of Zhejiang Xineng (600032) has shown a fluctuating trend over the past seven trading days, closing at 7.94 yuan on February 12, 2026, with a daily increase of 0.76% and a trading volume of 55.36 million yuan [1] - The main capital inflow on February 12 was 3.80 million yuan, reversing the previous day's outflow, although there has been an increase in short-selling volume recently, indicating some short-term bearish sentiment [1] - The stock is currently near the middle track of the 20-day Bollinger Bands, with a resistance level at 8.12 yuan and a support level at 7.76 yuan, while the MACD indicator shows weak short-term momentum [1] Group 2 - On February 12, 2026, the State Council issued an implementation opinion to improve the national unified electricity market system, aiming for 70% of electricity transactions to be market-based by 2030, which is expected to benefit power companies like Zhejiang Xineng in the long term [2] - The recent optimization of refinancing measures by the Shanghai and Shenzhen Stock Exchanges may simplify the review process for high-quality companies, potentially providing financing convenience for Zhejiang Xineng in the future [2] Group 3 - According to a valuation analysis by Securities Star on February 10, 2026, the relative valuation range for Zhejiang Xineng is between 7.09 and 7.84 yuan, with the current stock price being within a reasonable range, and the accuracy rating of the valuation is classified as C [3] - The overall institutional view is neutral, with a projected net profit growth of 20% year-on-year for 2025, although the industry remains competitive and the company's return on equity (ROE) of 4.81% is still below the industry average [3]

Core Viewpoint - Zhejiang Xineng's stock experienced a slight decline of 0.63% on January 29, with a trading volume of 72.70 million yuan, indicating a low level of financing and margin trading activity [1]. Financing Summary - On January 29, Zhejiang Xineng had a financing buy-in amount of 3.77 million yuan and a financing repayment of 3.67 million yuan, resulting in a net financing buy of 0.10 million yuan [1]. - The total financing and margin trading balance for Zhejiang Xineng reached 109 million yuan, which is 0.57% of its market capitalization and below the 20th percentile level over the past year, indicating a low financing level [1]. Margin Trading Summary - On January 29, Zhejiang Xineng repaid 500 shares in margin trading and sold 1,000 shares, with a selling amount of 7,910 yuan based on the closing price [1]. - The margin trading balance stood at 328,300 yuan, with a remaining quantity of 41,500 shares, also below the 10th percentile level over the past year, indicating a low margin trading activity [1]. Company Overview - Zhejiang Xineng, established on August 1, 2002, and listed on May 25, 2021, is based in Hangzhou, Zhejiang Province. The company focuses on investment, development, operation management, and electricity sales in renewable energy projects, including hydropower, photovoltaic, and wind power [1]. - The revenue composition of Zhejiang Xineng includes wind power at 39.90%, photovoltaic at 37.95%, hydropower at 20.83%, and other businesses at 1.32% [1]. Financial Performance - As of September 30, the number of shareholders for Zhejiang Xineng was 47,100, a decrease of 8.60% from the previous period, while the average circulating shares per person increased by 9.40% to 51,056 shares [2]. - For the period from January to September 2025, Zhejiang Xineng reported an operating income of 3.855 billion yuan, a year-on-year decrease of 1.56%, and a net profit attributable to shareholders of 613 million yuan, down 4.74% year-on-year [2]. Dividend Information - Since its A-share listing, Zhejiang Xineng has distributed a total of 688 million yuan in dividends, with 594 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the sixth largest circulating shareholder of Zhejiang Xineng is the Southern CSI 500 ETF, holding 10.5145 million shares, a decrease of 213,600 shares from the previous period. The Hong Kong Central Clearing Limited is the tenth largest circulating shareholder, holding 9.0037 million shares as a new shareholder [3].

Economic Information - Several smartphone manufacturers, including Xiaomi, OPPO, vivo, and Transsion, have lowered their annual shipment forecasts, with Xiaomi and OPPO reducing by over 20%, vivo by nearly 15%, and Transsion to below 70 million units [2] - Silver prices have surged over 50% in one month and over 150% in six months, impacting the photovoltaic industry, which consumes a significant amount of silver. The cost of raw materials for solar cells has increased by nearly 20% due to rising silver prices [2] - The company Xibei is expected to incur cumulative losses exceeding 600 million yuan from September 2025 to March 2026, leading to the closure of 102 stores, accounting for 30% of its total outlets [2] Company Alerts - Shenghong Technology anticipates a net profit increase of 260%-295% year-on-year for 2025, although Q4 performance fell short of expectations [4] - Cambridge Technology expects a net profit increase of 51%-67% year-on-year for 2025, with Q4 results also below expectations [4] - Multiple companies, including Weimait and Youyan Silicon, have announced plans to reduce their shareholdings by up to 4.98% and 3% respectively [4][11] Overseas Alerts - The three major U.S. stock indices collectively declined last Friday, with the Nasdaq China Golden Dragon Index dropping by 1.15%. Notable declines were seen in Chinese stocks such as Alibaba and JD.com [5] - The European Union is considering imposing tariffs on U.S. goods worth 93 billion euros in response to U.S. tariffs on eight European countries, which could take effect on February 6 if no agreement is reached [5]

Group 1: 2025 Power Generation Performance - In Q4 2025, the company's total power generation reached 2.473 billion kWh, a 6.24% increase year-on-year [1] - Hydropower generation was 490 million kWh, up 16.01% from the previous year [1] - Photovoltaic generation was 800 million kWh, a 10.95% increase, with existing projects generating 769 million kWh (up 6.67%) and new projects contributing 31 million kWh [1] - Wind power generation totaled 1.183 billion kWh, a slight decrease of 0.11%, with onshore wind power increasing by 25.95% to 594 million kWh, while offshore wind power decreased by 17.36% to 589 million kWh [1] Group 2: Annual Power Generation Summary - For the entire year of 2025, the company's total power generation was 11.159 billion kWh, reflecting a 6.56% increase compared to the previous year [2] - Hydropower generation for the year was 2.656 billion kWh, a modest increase of 1.12% [2] - Photovoltaic generation reached 3.903 billion kWh, a significant increase of 19.09%, with existing projects generating 2.894 billion kWh (down 11.70%) and new projects contributing 1.009 billion kWh [2] - Wind power generation for the year was 4.600 billion kWh, a slight increase of 0.69%, with onshore wind power at 2.316 billion kWh (up 6.79%) and offshore wind power at 2.283 billion kWh (down 4.83%) [2]

Core Insights - Zhejiang Xinneng (600032.SH) reported a total power generation of 24.73 billion kWh in Q4 2025, representing a year-on-year increase of 6.24% [1] - The company achieved a total power generation of 111.59 billion kWh for the entire year of 2025, marking a growth of 6.56% compared to the previous year [2] Hydropower - In Q4 2025, hydropower generation reached 4.90 billion kWh, up 16.01% year-on-year [1] - For the full year 2025, hydropower generation totaled 26.56 billion kWh, reflecting a modest increase of 1.12% from the previous year [2] Photovoltaic Power - Q4 2025 photovoltaic generation was 8.00 billion kWh, an increase of 10.95% year-on-year, with existing projects contributing 7.69 billion kWh (up 6.67%) and new projects adding 0.31 billion kWh [1] - In 2025, photovoltaic generation amounted to 39.03 billion kWh, a significant increase of 19.09%, with existing projects generating 28.94 billion kWh (down 11.70%) and new projects contributing 10.09 billion kWh [2] Wind Power - Wind power generation in Q4 2025 was 11.83 billion kWh, showing a slight decline of 0.11% year-on-year, with onshore wind contributing 5.94 billion kWh (up 25.95%) and offshore wind at 5.89 billion kWh (down 17.36%) [1] - For the full year 2025, wind power generation reached 46.00 billion kWh, a marginal increase of 0.69%, with onshore wind at 23.16 billion kWh (up 6.79%) and offshore wind at 22.83 billion kWh (down 4.83%) [2]

Summary of Key Points Core Viewpoint - Zhejiang Xinneng (600032.SH) plans to reduce its shareholding by up to 24.0468 million shares, representing no more than 1% of the company's total share capital, within a three-month period starting from February 9, 2026, to May 8, 2026, due to its operational development needs [1]. Company Actions - The share reduction will be executed through centralized bidding [1]. - The selling price will be determined based on the market price at the time of the reduction and the method of transaction [1].

证券代码：600032 证券简称：浙江新能 公告编号：2026-002 浙江省新能源投资集团股份有限公司 2025 年发电量完成情况公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 浙江省新能源投资集团股份有限公司（以下简称"公司"）主营业务涉及水 电、风电及光伏发电业务，根据公司初步统计，现将 2025 年第四季度发电量及 年度累计发电量完成情况披露如下： 2025 年第四季度公司直属及控股发电企业累计完成发电量 24.73 亿千瓦时， 较上年同期增长 6.24%。其中，水电完成发电量 4.90 亿千瓦时，较上年同期增 加 16.01%；光伏完成发电量 8.00 亿千瓦时，较上年同期增长 10.95%（其中存量 项目完成发电量 7.69 亿千瓦时，较上年同期增长 6.67%，新增项目完成发电量 0.31 亿千瓦时）；风电完成发电量 11.83 亿千瓦时，较上年同期下降 0.11%（陆 上风电完成发电量 5.94 亿千瓦时，较上年同期增长 25.95%；海上风电完成发电 量 5.89 亿千瓦时，较上年同期下降 17.36% ...

证券代码：600032 证券简称：浙江新能 公告编号：2026-001 浙江省新能源投资集团股份有限公司 关于持股 5%以上股东集中竞价减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 大股东持股的基本情况 一、减持主体的基本情况 1 截至本公告披露日，浙江新能能源发展有限公司（以下简称"新能发 展"）持有浙江省新能源投资集团股份有限公司（以下简称"公司"）无限 售条件流通股 432,000,000 股，约占公司总股本的 17.97%，前述股份来源 于公司首次公开发行前取得的股份。 减持计划的主要内容 新能发展因自身经营发展需要，计划自本公告披露之日起 15 个交易日 后的 3 个月内（即 2026 年 2 月 9 日至 2026 年 5 月 8 日），通过集中竞价方 式减持公司股份的总数不超过 24,046,753 股（含本数），不超过公司总股 本的 1%。减持价格根据减持时的二级市场价格及交易方式确定。 在上述减持计划实施期间，公司有送股、资本公积金转增股本等股份 变动事项，上述减 ...