安徽省皖能股份有限公司 2026 年面向专业投资者公开发行 数省皖能股份有限公司 7 绿色公司债券（第一期） | 债券名 称 | 安徽省皖能股份有限公司 年面向专业投资者公开 2026 | | --- | --- | | | 发行绿色公司债券（第一期） | | 债券简称 | 皖能 26 G1 | | 债券代码 | 524666 | | 信用评级 | AAA | | 评级机构 | 联合资信评估股份有限公司 | | 发行总额（亿元） | 10 | | 债券期限 | 年期 3 | | 票面年利率（％） | 1.80 | | 利率形式 | 固定利率 | | 付息频率 | 按年付息 | | 发行日 | 2026 年【2】月【9】日-2026 年【2】月【10】日 | | 起息日 | 年【 2】月【10】日 2026 | | 上市 日 | 2026 年【2】月【26 】日 | | 到期 日 | 2029 年【2】月【10】日 | | 债券面值 | 100 元/张 | | 开盘参考价 | 100 元/张 | （以下无正文） （本页无正文，为《安徽省皖能股份有限公司 2026 年面向专业投资者公开发行 绿色公司债券（第一期） ...

Investment Rating - The investment rating for the utility sector is "Positive" [2] Core Insights - The report highlights the recent issuance of guidelines by the National Development and Reform Commission and the National Energy Administration aimed at establishing a unified national electricity market by 2030, with a target of 70% market-based trading by that year [5] - The European natural gas inventory has dropped to a low level due to extreme cold and supply disruptions, with the average daily net withdrawal in January 2025 reaching a five-year high [5] - The report suggests that the electricity sector is expected to see profit improvement and value reassessment following several rounds of supply-demand tensions [5] Summary by Sections Market Performance - As of February 13, the utility sector declined by 1.2%, underperforming the broader market, with the electricity sector down by 1.13% and the gas sector down by 2.27% [4][12] - The top-performing companies in the electricity sector included Zhongmin Energy and Huaneng International, while Nanshan Energy and Guikang Power saw significant declines [16] Electricity Industry Data Tracking - The price of thermal coal at Qinhuangdao Port increased by 19 CNY/ton week-on-week, reaching 712 CNY/ton as of February 13 [4][21] - Coal inventory at Qinhuangdao Port decreased to 5.45 million tons, down by 180,000 tons week-on-week [28] - Daily coal consumption in inland provinces was 3.148 million tons, down by 609,000 tons/day, with a usable days increase to 28.38 days [30] Natural Gas Industry Data Tracking - The LNG ex-factory price index in Shanghai was 3,759 CNY/ton, down 15.03% year-on-year and 5.20% week-on-week [56] - The EU natural gas supply for week 5 of 2026 was 6.19 billion cubic meters, up 13.4% year-on-year [62] - The average daily consumption of natural gas in the EU was estimated at 11.33 billion cubic meters, up 26.0% year-on-year [5] Key Industry News - The report discusses the establishment of a national electricity market system with specific reform tasks outlined for achieving a fully market-based electricity resource allocation by 2035 [5] - The report notes that the European natural gas inventory has fallen to 50.36%, significantly below the average levels of previous years, raising concerns about potential shortages [5] Investment Recommendations - For the electricity sector, the report recommends focusing on leading coal power companies such as Guodian Power and Huaneng International, as well as regional leaders in tight supply areas [5] - In the natural gas sector, companies with low-cost long-term gas sources and receiving station assets are expected to benefit from market conditions [5]

经济观察网 基于近期公告和公开信息，皖能电力（000543）有以下值得关注的事件： 在"双碳"目标下，公司计划加速风光项目并网，构建多能互补清洁能源体系，并在新疆、陕西等地扩大 布局。同时，参股的淮北聚能发电和中煤新集六安电厂项目预计2026年上半年投产，有望强化火电基本 盘。 公司项目推进 政策监管 近期公司因串通报价行为被华东能源监管局罚款80万元，需关注后续整改情况。此外，公司明确抽水蓄 能业务暂未整合计划，后续重大调整将另行公告。 以上内容基于公开资料整理，不构成投资建议。 皖能电力计划向新能公司增资45.41亿元（包括能源交易公司100%股权作价28.13亿元和现金17.27亿 元），以控股51%并解决与皖能集团的同业竞争问题。该交易已获董事会通过，尚需股东会批准，完成 后将提升公司新能源资产比重。华源证券研报指出，此举有助于公司聚焦清洁能源业务，新能源装机规 模有望进一步扩大。 合同最新进展 公司已于2026年2月初完成2026年度电力交易合同签约工作，后续将统筹剩余合同补充、煤炭采购及电 力现货交易等事项，以提升经营效益。 业务与技术发展 ...

Group 1 - The company, WanNeng Electric Power, reported a total of 60,114 shareholders in its consolidated credit accounts as of January 30, 2026 [2] - The number of shareholders in non-consolidated credit accounts is 56,669 [2]

Group 1 - The company, WanNeng Electric Power, reported that as of January 20, 2026, the number of shareholders in the consolidated credit account is 59,002 [2] - The number of shareholders in the non-consolidated credit account is 55,445 [2]

国浩律师（合肥）事务所 关 于 安徽省皖能股份有限公司 2026 年第一次临时股东会 之 法律意见书 合肥市政务区怀宁路 200 号置地栢悦中心 12 层 邮编：230000 12th Floor, Land·Baylor Centre, No. 200 Huaining Road, Government District, Hefei, China 电话/Tel: +86 551 65633326 传真/Fax: +86 551 65633326 网址/Website: http://www.grandall.com.cn 二〇二六年二月 国浩律师（合肥）事务所 法律意见书 致：安徽省皖能股份有限公司 国浩律师（合肥）事务所接受安徽省皖能股份有限公司（以下简称"公司"） 的委托，指派本所律师出席公司 2026 年第一次临时股东会（以下简称"本次股 东会"）。本所根据《中华人民共和国证券法》（以下简称"《证券法》"）、 《中华人民共和国公司法》（以下简称"《公司法》"）、《上市公司股东会规 则》（以下简称"《股东会规则》"）等法律、行政法规、规范性文件以及《安 徽省皖能股份有限公司章程》（以下简称"《公司章程 ...

安徽省皖能股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 证券代码：000543 证券简称：皖能电力 公告编号：2026-15 2.本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1.召开时间： （1）现场会议时间：2026 年 2 月 12 日（星期四）14:50。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为 2026 年 2 月 12 日上午 9:15 至 9:25，9:30 至 11:30，13:00 至 15:00；通 过深圳证券交易所互联网投票的具体时间为2026年2月12日上午9:15—15:00。 特别提示： 1.本次股东会未出现否决提案的情形。 5.主持人：公司董事长李明先生。 6.会议的召开符合有关法律、行政法规、部门规章、规范性文件和公司章程 等规定。 （二）会议出席情况 1.出席的股东情况 出席本次股东会具有表决权的股东及股东代表（或授权代表）共 777 人，代 表公司有表决权的股份总数 1,364,742,342 ...

Core Viewpoint - The company, WanNeng Electric Power, is actively managing its gas power generation project and is in the process of developing a pumped storage project, with specific financial metrics and timelines outlined for both projects [2] Group 1: Gas Power Generation Project - The gas power generation project in Hefei has an executed capacity electricity fee standard of 29.85 yuan per kilowatt per month [2] - The project has a capacity of 2×450MW, indicating a significant scale of operation [2] Group 2: Pumped Storage Project - The company is currently constructing the Qixia Jiapeng pumped storage project, which is planned to be operational by 2030 [2] - The capacity electricity fee for this project will be executed according to policies set by relevant government authorities [2]

证券代码：542666 证券简称：26 皖能G1 安徽省皖能股份有限公司 2026 年面向专业投资者公开发行 绿色公司债券（第一期）发行结果公 告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 安徽省皖能股份有限公司（以下简称"发行人"）公开发行不超过人民币 99 亿元公司债券已获得中国证券监督管理委员会证监许可【2026】20 号文注册。 根据《安徽省皖能股份有限公司 2026 年面向专业投资者公开发行绿色公司债券 （第一期）发行公告》，安徽省皖能股份有限公司 2026 年面向专业投资者公开发 行绿色公司债券（第一期）（以下简称"本期债券"）发行规模不超过 10 亿元（含 10 亿元），发行期限 3 年期，发行价格为每张 100 元，采取网下面向专业机构投 资者询价配售的方式。 本期债券发行时间自 2026 年【2】月【9】日至 2026 年【2】月【10】日， 最终实际发行规模为【10】亿元，票面利率为【1.80】%，认购倍数为【5.35】。 本期债券募集资金专项账户信息如下： 1、募集资金专项账户名称：安徽省皖能股份有限公司 募集资金专项账户银行：上海浦东 ...

Group 1 - NIO achieved its 100 millionth battery swap, reducing carbon dioxide emissions by 4,169.5 tons compared to traditional gasoline vehicles [1] - NIO's battery swap operations have contributed to peak shaving and valley filling of over 740 million kWh, alleviating grid pressure and improving energy utilization [1] Group 2 - Anhui Energy announced the appointment of Xu Wengong as the new general manager following the resignation of Fang Shiqing [2] - Huabei Group's general manager Zhang Tongxiang resigned due to work changes but will continue to serve as chairman [4] Group 3 - Crystal Integration plans to invest 2 billion yuan to acquire 100% equity of Hefei Jingyi Integrated Circuit Co., making it a wholly-owned subsidiary [3] - Huangshan Tourism is set to invest approximately 530 million yuan in the construction of a hotel project, with a construction period of 24 months [5] Group 4 - Zhonggong Education expects a significant decline in net profit for 2025, projecting a decrease of 70.06% to 76.86% compared to the previous year [6] - Quanyin High-Tech anticipates a net loss of 180 million to 270 million yuan for 2025, a shift from a profit of 97.13 million yuan in the previous year [7] - Guoxuan High-Tech forecasts a net profit increase of 107% to 149% for 2025, driven by the rapid growth in the new energy vehicle and energy storage markets [8]