Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.

① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.

cls.cnJan 10 08:01

Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.

①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.

cls.cnJan 8 08:00

Acquiring a power plant! Shaanxi coal industry plans to invest over 15 billion yuan in a major asset restructuring of Yunnan Yunwei, leading to a suspension of trading.| Read the announcement.

① Shandong coal industry with a market cap exceeding 240 billion yuan and the small market cap yunnan yunwei both announced in the evening that they will acquire stakes in electrical utilities; ② The former spent over 15 billion yuan to purchase approximately 88.65% of shaanxi coal industry electrical group; the latter is expected to constitute a significant assets restructuring, and stocks will be suspended from trading starting Monday.

cls.cnDec 6, 2024 23:02

Under the dual pressure of intensified losses in the coking business and continuous decline in coal prices, Shanxi Coking Coal Energy Group's net profit has dropped by 80%|Interpretation

①Due to the exacerbated losses in the core coking business and the continual decline in coal prices leading to a decrease in profits for the associated coal mining company, Shanxi Coking saw an 80% year-on-year decrease in net income in the first half of the year; ②CMC Huajin contributed investment income of 1.348 billion yuan to the company in the first half of the year, a 24.48% decrease compared to the same period last year.

cls.cnAug 26, 2024 20:57

Shareholder of Shanxi Meijin Energy received warning letter for failing to disclose shareholding risks in a timely manner. | Speed read announcement.

①Due to failure to fulfill the disclosure obligation in a timely manner after being aware of the passive reduction risk of holding company stocks, Shanxi Meijin Energy Holding shareholder received a warning letter from Shanxi Securities Regulatory Bureau. ②The company's performance is expected to be in deficit in the first half of the year, and the stock price has fallen by more than 30% since the passive reduction.

cls.cnJul 29, 2024 22:29

Upstream and downstream squeezing the main business slump, and Shanxi Coking reported profits of coal mills that relied on investment in the third quarters|Interpretation of the quarterly report

① Revenue reported for the third quarter fell by about 30% year on year. The main coking industry continued to lose money, and profits mainly came from investment income; ② The company's main business lost 615 million yuan in the first three quarters, and losses continued to increase, but supported by falling raw material costs and rising prices of major chemical products in the third quarter, the loss situation improved compared to the second quarter.

cls.cnOct 23, 2023 22:49