Group 1 - The power sector experienced a slight increase of 0.05% on the previous trading day, with TuoRi New Energy leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up by 0.33%, while the Shenzhen Component Index closed at 14439.66, up by 0.79% [1] - Notable gainers in the power sector included TuoRi New Energy, which rose by 10.08% to a closing price of 5.46, and Solar Energy, which increased by 10.06% to 5.69 [1] Group 2 - The power sector saw a net outflow of 2.42 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.746 billion yuan [2] - The trading volume for TuoRi New Energy was 831,900 shares, with a total transaction value of 448 million yuan [1] - The stock performance of major companies showed varied results, with some experiencing declines, such as Shimao Energy, which fell by 2.52% to 27.44 [2] Group 3 - TuoRi New Energy had a net inflow of 230 million yuan from institutional investors, representing 51.41% of its trading volume [3] - Solar Energy experienced a net outflow of 197 million yuan from retail investors, indicating a shift in investor sentiment [3] - The overall trading dynamics in the power sector reflected a mixed sentiment, with significant inflows from retail investors countering the outflows from institutional investors [2][3]

Core Viewpoint - Jilin Electric Power Co., Ltd. (吉电股份) announced that its subsidiary, Baicheng Jidian Hanhai Power Generation Co., Ltd. (白城吉电瀚海发电有限公司), plans to procure EPC (Engineering, Procurement, and Construction) general contracting services from Shandong Electric Power Engineering Consulting Institute Co., Ltd. (山东电力工程咨询院有限公司) through a public bidding process, with a total contract price of 4,404.56 million yuan [1] Group 1 - The subsidiary involved in the transaction is Baicheng Jidian Hanhai Power Generation Co., Ltd. [1] - The procurement is for EPC general contracting services [1] - The total contract price is 4,404.56 million yuan [1]

Group 1 - The company, Jidian Co., announced that its 10th sixth board meeting was held on January 23, 2026, combining in-person and video conferencing methods [1] - The meeting reviewed a proposal regarding the procurement of EPC engineering general contracting services from Shandong Electric Power Engineering Consulting Institute Co., Ltd., which is an associated transaction [1] Group 2 - Local state-owned assets have begun to "bottom-fish" in the auction housing market, purchasing over 60 properties in the Nansha District of Guangzhou at prices around 6,000 to 7,000 yuan per unit [1] - The average listing price for second-hand houses in the same community exceeds 20,000 yuan [1]

证券代码：000875 证券简称：吉电股份 公告编号：2026-004 吉林电力股份有限公司 关于白城吉电瀚海发电有限公司拟向山东 电力工程咨询院有限公司采购EPC工程总 承包服务关联交易的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 一、关联交易基本情况 1.吉林电力股份有限公司（以下简称"吉电股份"或"公司"） 所属企业白城吉电瀚海发电有限公司（以下简称"瀚海发电公司"） 拟向山东电力工程咨询院有限公司（以下简称"山东院"）采购 EPC 工程总承包服务，该关联交易通过公开招标方式形成，合同总价 440,456.0197 万元。 2.瀚海发电公司是吉电股份所属企业，山东院为国家电力投资 集团有限公司（以下简称"国家电投集团"）所属国家核电技术有 限公司的控股子公司，公司与山东院同受国家电投集团控制。根据 《深圳证券交易所股票上市规则（2025 年修订）》的有关规定，山 东院为关联方，此项交易构成关联交易。 3.公司第十届董事会第六次会议审议通过了《关于白城吉电瀚海 发电有限公司拟向山东电力工程咨询院有限公司采购EPC工程总承 1 包服务关联交易的议案 ...

证券代码：000875 证券简称：吉电股份 公告编号：2026-003 吉林电力股份有限公司 第十届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 1.吉林电力股份有限公司第十届董事会第六次会议通知于 2026 年 1 月 13 日以电子邮件、书面送达等方式发出。 2. 2026 年 1 月 23 日，公司第十届董事会第六次会议在公司三楼 会议室以现场与视频会议相结合的方式召开。 二、董事会会议审议情况 （一）关于白城吉电瀚海发电有限公司拟向山东电力工程咨询院 有限公司采购 EPC 工程总承包服务关联交易的议案 关联董事胡建东先生和吕必波先生回避了本次表决，7 名非关联 董事审议并一致通过了《关于白城吉电瀚海发电有限公司拟向山东电 1 力工程咨询院有限公司采购 EPC 工程总承包服务关联交易的议案》。 该事项已经独立董事专门会议审议通过，并已取得独立董事专门会议 审查意见。 具体内容详见同日刊载于《中国证券报》《上海证券报》《证券 时报》和巨潮资讯网上的《吉林电力股份有限公司关于白城吉电瀚海 发电有限公司拟向山 ...

Core Viewpoint - The company Jidian Co., Ltd. announced that its subsidiary, Hanhai Power Company, plans to procure EPC engineering general contracting services from the related party Shandong Institute for a total contract price of 4.405 billion yuan [1] Group 1: Transaction Details - The related party transaction was formed through public bidding and has been approved by the board of directors, thus not requiring submission to the shareholders' meeting [1] - The legal representative of Shandong Institute is Liu Xingyi, with total assets of 14.298 billion yuan, revenue of 20.764 billion yuan, and net profit of 760 million yuan as of the end of 2024 [1] - In 2025, the company's subsidiaries have already conducted related party transactions totaling 745 million yuan with Shandong Institute [1] Group 2: Impact on the Company - This transaction is expected to help control costs and accelerate project progress, with no adverse impact on the company [1]

Core Insights - Green ammonia is a zero-carbon ammonia product synthesized from renewable energy-driven green hydrogen, reducing emissions by approximately 95% compared to gray ammonia [1][3] - The green ammonia industry in China is supported by multiple policies, particularly promoting its application in inland shipping, indicating significant growth potential [1][6] - The industry structure consists of three layers: upstream supply, midstream conversion, and downstream demand, with a focus on cost reduction and technological integration for future development [1][6] Industry Overview - Ammonia (NH3) is a key raw material for nitrogen fertilizers and is widely used in various industrial applications, making it an essential chemical in the industrial system [2] - Green ammonia is produced through renewable energy sources, with a lifecycle carbon emission intensity of less than 0.8 tons CO₂ equivalent per ton of ammonia, distinguishing it from gray and blue ammonia [3][4] Policy Background - China has implemented several policies to support the development of green ammonia, including plans for renewable energy development and low-carbon transformation of coal power [6] - The promotion of green ammonia in inland shipping is expected to open new commercial application spaces, facilitating the transition from demonstration projects to large-scale applications [6] Industry Chain Structure - The green ammonia industry chain in China is structured into upstream supply (renewable energy generation and equipment manufacturing), midstream conversion (green hydrogen production and ammonia synthesis), and downstream demand (agricultural fertilizers and energy applications) [6][9] - Upstream challenges include the volatility of renewable energy output and reliance on imported components for PEM electrolyzers [8] Current Development Status - China's synthetic ammonia industry is mature, with a production capacity of 5,954.2 million tons expected to reach 8,247 million tons by 2025, with green ammonia becoming a core growth driver [10] - As of 2025, 125 green ammonia projects are planned, with a total capacity exceeding 2,335.72 million tons per year, marking a shift towards small-scale commercial demonstration [10] Company Landscape - The green ammonia industry in China features a diverse competitive landscape, with state-owned enterprises leading large-scale projects and private companies focusing on technology and system integration [11] - Key players include China Energy Engineering, Sinopec, and Longi Green Energy, with regional production bases in the northwest and transportation hubs in the southeast [11] Future Development Trends - The green ammonia industry is expected to focus on technological innovation for cost reduction and efficiency, with an emphasis on upgrading electrolyzer technology and optimizing synthesis processes [12] - There will be a trend towards vertical integration of the industry chain, enhancing collaboration between renewable energy and chemical sectors [12] - Application scenarios will expand from green fertilizers to energy sectors, driven by policy support and market demand, facilitating the transition from demonstration to large-scale commercialization [13]

吉电股份所属申万行业为：公用事业-电力-电能综合服务。所属概念板块包括：电力物联网、生物质 能、腾讯概念、风能、海上风电等。 截至1月9日，吉电股份股东户数15.23万，较上期减少0.93%；人均流通股21950股，较上期增加0.94%。 2025年1月-9月，吉电股份实现营业收入97.17亿元，同比减少4.42%；归母净利润7.83亿元，同比减少 44.63%。 分红方面，吉电股份A股上市后累计派现10.45亿元。近三年，累计派现8.40亿元。 机构持仓方面，截止2025年9月30日，吉电股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股4398.63万股，为新进股东。光伏ETF（515790）位居第九大流通股东，持股2476.52万 股，为新进股东。 1月21日，吉电股份盘中下跌2.12%，截至13:28，报6.47元/股，成交4.26亿元，换手率1.94%，总市值 234.68亿元。 资金流向方面，主力资金净流出4263.22万元，特大单买入2666.47万元，占比6.27%，卖出6090.73万 元，占比14.31%；大单买入9055.39万元，占比21.28%，卖出9894.34万元 ...

Group 1 - Company Jidian Co., Ltd. announced that its Vice President Yu Jianyu submitted a resignation letter on January 19 due to work changes, and he will no longer hold any position in the company after his resignation. As of the announcement date, Yu Jianyu held 220,000 shares of the company [1] - Company Keda Intelligent has submitted an application for the issuance of overseas listed shares (H shares) to the Hong Kong Stock Exchange on January 19, and the application materials were published on the Hong Kong Stock Exchange website on the same day [1] - Company *ST Lifang clarified that it was unaware of and did not participate in the media reports regarding a public letter to shareholders about risk warnings and stock resumption, stating that the content was not officially released by the company's board of directors [1]

吉林电力股份有限公司（以下简称"公司"）董事会于 2026 年 1 月 19 日收到公司副总经理于剑宇先生提交的书面辞呈，因工作变 动原因，于剑宇先生申请辞去公司副总经理职务。辞职后，于剑宇先 生不再担任公司任何职务，亦不存在应当履行而未履行的承诺事项。 根据《公司法》及公司《章程》的有关规定，辞职报告自董事会收到 之日起生效。于剑宇先生的辞职不影响公司的正常生产运营，于剑宇 先生将按照公司相关规定做好离职交接工作。 截至本公告披露日，于剑宇先生持有公司股份 220,000 股。于剑 宇先生将继续遵守《上市公司董事和高级管理人员所持本公司股份及 其变动管理规则》《深圳证券交易所上市公司自律监管指引第 18 号 ——股东及董事、高级管理人员减持股份》等相关法律法规及公司制 度文件关于股份变动的限制性规定。 公司董事会对于剑宇先生在任职副总经理期间为公司经营发展 所作的贡献表示衷心感谢。 特此公告。 证券代码：000875 证券简称：吉电股份 公告编号：2026-002 吉林电力股份有限公司 关于公司副总经理辞职的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏 ...