（来源：淘金ETF） 1. 长江电力（600900） 作为全球水电龙头，长江电力掌控长江流域核心水电资产，旗下三峡、葛洲坝、溪洛渡、向家坝等电站 装机规模与发电量稳居全球第一，水电业务具备稳定、清洁、低成本的核心优势。在全国统一电力市场 建设中，公司作为跨区电力供给核心主体，将充分受益于市场化交易机制完善与绿电溢价提升，同时 AI算力需求爆发带动电力资产价值重估，公司稳定的电力供给能力与绿电属性凸显，在电力行业价值 重构中占据核心地位。此外，公司积极布局抽水蓄能与储能业务，提升调节能力，适配统一市场下的辅 助服务需求，进一步强化全产业链价值。 2. 华电新能（600930） 华电集团旗下新能源核心平台，聚焦风电、光伏等清洁能源项目开发、投资与运营，装机规模持续扩 张，绿电占比不断提升。公司在国内多个区域布局新能源电站，深度绑定"东数西算"等算力项目，提供 稳定绿电直供服务。全国统一电力市场的推进，将为公司绿电交易提供更广阔的平台与更优的溢价空 间；AI算力用电需求高增，也将带动绿电直供与源网荷储协同需求，公司作为新能源发电核心企业， 将充分受益于行业景气度提升。同时，公司积极拓展储能、虚拟电厂等业务，提升调节 ...

Group 1 - The core point of the article is that Shenzhen Energy reported a total of 115,951 shareholders as of January 20, 2026 [2]

Group 1 - The core point of the article is that Shenzhen Energy reported its shareholder count as of February 10, 2026, which stands at 113,860 households [2]

Core Viewpoint - Shenzhen Energy is actively exploring the integration of data intelligence centers with green electricity resources, leveraging its management, resource, and location advantages in accordance with national and industry policies on artificial intelligence [1] Group 1 - The company is responding to investor inquiries regarding its strategic direction in the context of artificial intelligence and green energy [1] - Shenzhen Energy emphasizes its commitment to comply with relevant regulations and timely information disclosure regarding future plans [1]

证券简称：深圳能源 股票代码：000027 债券简称：19 深能 G1 债券代码：111077 深圳能源集团股份有限公司 计息期间：2025 年 2 月 22 日至 2026 年 2 月 21 日 2019 年第一期深圳能源集团股份有限公司绿色债券 2026 年付息公告 本公司及董事会全体成员保证本公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 重要提示： 债券简称：19 深能 G1 债券代码：111077 债权登记日：2026 年 2 月 13 日 债券付息日：2026 年 2 月 24 日（因 2026 年 2 月 22 日为法定节假日，故 顺延至其后的第一个交易日） 2019 年第一期深圳能源集团股份有限公司绿色债券（以下简称"本期债 券"）将于 2026 年 2 月 24 日支付自 2025 年 2 月 22 日至 2026 年 2 月 21 日期 间的利息。为保证付息工作的顺利进行，现将有关事项公告如下： 一、本期债券的基本情况 1．发行人：深圳能源集团股份有限公司。 2．债券名称：2019 年第一期深圳能源集团股份有限公司绿色债券。 3．债券简称：19 深能 G1。 4．债券 ...

Core Viewpoint - The company acknowledges the concerns regarding declining net profits and low dividend rates over recent years, emphasizing its commitment to enhancing profitability and asset returns to regain investor trust [1] Group 1: Company Strategy - The company views market capitalization management as a comprehensive process that integrates strategy, operations, governance, and communication [1] - The company aims to solidify the foundation for value creation and continuously improve profitability and asset return rates [1] Group 2: Investor Relations - The company intends to win long-term market trust through solid operational performance and stable cash dividends [1] - The focus is on ensuring that investors, particularly small shareholders, can share in the company's growth and realize a balance between intrinsic and market value over time [1]

Core Insights - The article emphasizes Shenzhen's commitment to becoming a global leader in digital energy, focusing on innovation, application, and international cooperation in the clean energy sector. Group 1: Digital Energy Innovation - Shenzhen has established 196 digital energy technology innovation platforms to enhance foundational research and original innovation capabilities, creating a comprehensive innovation chain from basic research to industrial application [2] - Major companies like China General Nuclear Power Corporation and Shenzhen Energy are leading advancements in hydrogen energy and energy storage technologies, including the development of a 30 MW pure hydrogen gas turbine energy storage demonstration project [2][3] - New energy storage technologies such as supercapacitors, flywheel storage, and various battery types are rapidly evolving, driven by leading firms like Huawei and BYD [2] Group 2: Quality Services and Solutions - Shenzhen is shifting its focus from scale and price competition to quality and efficiency in the digital energy sector, with a notable emphasis on high-performance charging solutions [3] - The introduction of liquid-cooled fast charging technology by Huawei has significantly impacted the global charging market, addressing charging anxiety with innovative service concepts [3] - The development of battery swapping solutions for heavy-duty electric vehicles is expected to halve the initial purchase cost within two years, promoting low-carbon transitions in heavy transportation [3] Group 3: Benchmark Applications - Shenzhen is transforming its energy landscape into a model for other megacities, with significant achievements in charging infrastructure, including 1,098 fast charging stations and 536,000 charging piles [4] - The city has implemented a unified energy management platform, enhancing the reliability and efficiency of energy distribution [4] - The virtual power plant initiative has achieved a resource access capacity of 4.75 million kW, showcasing Shenzhen's capabilities in energy management [4] Group 4: International Cooperation - Shenzhen is positioning itself as a hub for international cooperation in digital energy, hosting the International Digital Energy Expo with participation from nearly 2,000 companies across 52 countries [7] - The city is actively promoting its digital energy products in key international markets, aiming for a 22.6% increase in exports of its "new three samples" products by 2025 [7] - Shenzhen's approach combines technology, finance, and legal frameworks to enhance its attractiveness for international partnerships and collaborations [7]

Core Viewpoint - Shenzhen Energy announced the resignation of director Huang Zhaoqian due to work-related reasons, effective immediately upon receipt of the resignation letter [1][5]. Group 1: Resignation Details - Huang Zhaoqian has resigned from his positions as director and vice chairman of the company and will not hold any positions in the company or its subsidiaries after his resignation [1][5]. - The resignation was officially communicated on February 5 [1][5]. Group 2: Board Meeting and Nomination - On the same day, the company's board of directors held its 44th meeting of the eighth session, where they approved a proposal to elect a new director [1][5]. - The board has nominated Wenming Gang as a candidate for the eighth board of directors, and this matter will be submitted for shareholder approval [1][5].

Quantum Technology - The team from the University of Science and Technology of China achieved significant breakthroughs in scalable quantum networks, including the construction of a basic module for scalable quantum repeaters, which realized an entanglement lifetime of 550 milliseconds, surpassing the establishment time of 450 milliseconds, thus overcoming a core bottleneck in quantum network expansion [4][5] - The team also achieved device-independent quantum key distribution (DI-QKD) over a 100-kilometer fiber link, improving the distance by over 100 times compared to previous best experimental levels, marking a milestone in quantum communication and expanding China's international leading position in this field [4][5] Biomanufacturing - The Shenzhen Advanced Institute of Technology developed a programmable integration platform for functional molecules, enabling applications in biomanufacturing, biosensing, and flexible electronics. This platform combines metabolic sugar engineering with click chemistry, allowing for precise covalent integration of various functional molecules [6][7] - OpenAI partnered with Ginkgo Bioworks to create an AI-driven automated experimental system that reduced the production cost of cell-free protein synthesis (CFPS) by approximately 40% and reagent costs by 57% [8] Hydrogen Energy and Nuclear Fusion - The Zhongneng Construction's Songyuan Hydrogen Energy Industrial Park project has produced over 10,000 tons of green ammonia and received EU certification, validating the integrated commercial loop of green electricity, green hydrogen, and green ammonia [9][10] - Shenzhen University's team achieved important breakthroughs in the preparation of key materials and components for fusion reactors, mastering mature technology for the first wall of fusion reactors, which will support domestic fusion reactor construction and development [10] Brain-Computer Interface - Borui Kang initiated the listing guidance process, marking a shift from research investment to market expansion for brain-computer interface technology. The company’s NEO product has completed over 32 implant surgeries with no adverse reactions, demonstrating the safety and feasibility of its minimally invasive implantation method [12][14] - Research from the Chinese Academy of Sciences established a new optogenetic technology for visual brain-computer interfaces, allowing for high-precision, long-term optical stimulation of the visual cortex, representing a significant advancement in sensory information input technology [15][17] Embodied Intelligence - Microsoft Research released a new robot model, Rho-alpha, which integrates multimodal perception capabilities, including visual, language, and tactile data, aimed at enhancing the application of embodied intelligence in unstructured environments [19] 6G and Commercial Space - The Beijing University of Posts and Telecommunications made significant progress in 6G channel modeling, with their model being included in the international 6G standard system by 3GPP [20] - The FCC accepted SpaceX's application for an orbital data center, which aims to create a satellite constellation of up to 1 million satellites to support advanced AI models and applications, indicating rapid regulatory progress [22]

Group 1: Quantum Technology - The team from the University of Science and Technology of China achieved significant breakthroughs in scalable quantum networks, including the construction of a basic module for scalable quantum repeaters and the realization of device-independent quantum key distribution (DI-QKD) over a distance of 100 kilometers, improving previous international experimental levels by over two orders of magnitude [4][5]. - The successful implementation of a quantum repeater with an entanglement lifetime of 550 milliseconds, exceeding the entanglement establishment time of 450 milliseconds, marks a critical advancement in quantum communication, enabling the construction of a kilometer-scale quantum internet [5]. Group 2: Biomanufacturing - The Shenzhen Advanced Institute of Technology developed a programmable integration platform for functional molecules, which opens up new applications in biomanufacturing, biosensing, and flexible electronics [6][7]. - OpenAI partnered with Ginkgo Bioworks to create an AI-driven automated experimental system that significantly reduces the production costs of cell-free protein synthesis (CFPS) by approximately 40% and reagent costs by 57% [8]. Group 3: Hydrogen Energy and Nuclear Fusion - The China Energy Construction Group's Songyuan hydrogen energy industrial park project has produced over 10,000 tons of green ammonia and received EU certification, validating the integrated commercial model of "green electricity - green hydrogen - green ammonia" [9][10]. - Shenzhen Energy signed a contract for a 505MW wind-solar hydrogen project with a total investment of approximately 8 billion, covering both upstream and downstream sectors [12]. Group 4: Brain-Computer Interfaces - The company Borui Kang has initiated the process for its initial public offering (IPO), marking a transition of invasive brain-computer interface technology from research to commercialization [13][15]. - A research team from the Chinese Academy of Sciences developed a novel optogenetic technique for visual brain-computer interfaces, enabling high-precision, long-term optical stimulation of the visual cortex, representing a significant advancement in sensory information input [16][18]. Group 5: Embodied Intelligence - Microsoft Research introduced a new robot model, Rho-alpha, which integrates multimodal perception capabilities, including visual, language, and tactile data, aimed at enhancing the application of embodied intelligence in unstructured environments [21]. Group 6: 6G and Commercial Space - A research team from Beijing University of Posts and Telecommunications made significant progress in 6G channel modeling, with their work being included in the international 6G standard framework by 3GPP [22]. - The U.S. Federal Communications Commission (FCC) accepted SpaceX's application for an orbital data center, which aims to establish a satellite constellation of up to 1 million satellites to support advanced AI models and applications [25]. Group 7: Future Industry Catalysts - A table summarizing key catalytic events for six future industries in 2026 was provided, highlighting important milestones and conferences that investors should track [26][27].