浙江新能能源发展有限公司完成减持计划，持股比例降至16.97%

关键摘要

• 浙江新能能源发展有限公司（简称“新能发展”）作为控股股东及一致行动人，在减持前持有公司总股本的17.97%，共计432,000,000股。
• 公司于2026年1月17日披露减持计划，新能发展拟通过集中竞价方式减持不超过24,046,753股，不超过公司总股本的1%。
• 减持实施时间为2026年2月9日至2026年5月8日，实际减持期间为2026年2月10日至2026年3月13日。
• 减持计划已于2026年3月13日完成，实际减持24,046,700股，约占公司总股本的1.00%。
• 减持价格区间为7.85元/股至9.29元/股，合计减持金额为20,034.7136万元。
• 减持后，新能发展持股降至407,953,300股，占公司总股本的16.97%。
• 与浙江新能能源发展有限公司一致行动人浙江省能源集团有限公司合计持有公司77.85%的股份。

详细解读

浙江省新能源投资集团股份有限公司于2026年3月14日发布公告，确认控股股东浙江新能能源发展有限公司已完成此前披露的股份减持计划。此次减持计划于2026年1月17日首次公告，减持方式为集中竞价，计划减持股份不超过24,046,753股，不超过公司总股本的1%。实际减持期间为2026年2月10日至2026年3月13日，在此期间，新能发展共减持24,046,700股，约占公司总股本的1.00%，减持价格区间在7.85元/股至9.29元/股之间，累计减持金额达2亿元人民币以上。减持完成后，新能发展持股数量下降至407,953,300股，占总股本的16.97%。

减持前，新能发展作为控股股东和实际控制人，与一致行动人浙江省能源集团有限公司共同持有公司77.85%的股份。此次减持不会改变公司控股股东和实际控制人的地位，但控股股东直接持股比例有所下降。该减持行为严格遵守相关法律法规和交易所规则，实际减持情况与此前公告一致，且未提前终止计划，也不存在违反承诺的情况。

对于投资者来说，此次减持可能带来以下影响：

• 控股股东持股比例下降，虽不会影响控制权，但可能影响市场对公司股价的预期。
• 此次减持价格区间与公司当前市场价格相近，显示减持行为为正常资本运作，未出现大幅折价抛售。
• 实际减持数量达到计划上限，表明控股股东对流动性和资本运作有一定需求。
• 未来若控股股东继续减持，或其他大股东减持，可能进一步影响公司股价。

投资者需关注公司后续公告，特别是控股股东及一致行动人的后续持股动态，以及大股东减持对公司治理结构和市场流动性的影响。

免责声明

本文仅为信息披露与投资参考，不构成任何投资建议。投资者在投资前请充分了解公司情况及市场风险，谨慎决策。

Zhejiang Xinneng Energy Development Company Completes Share Reduction Plan, Shareholding Drops to 16.97%

Key Highlights

• Zhejiang Xinneng Energy Development Co., Ltd. (“Xinneng Development”), as the controlling shareholder and concerted actor, held 17.97% of total shares (432,000,000 shares) before the reduction.
• The company announced the reduction plan on January 17, 2026. Xinneng Development planned to reduce no more than 24,046,753 shares (not exceeding 1% of total shares) via block trading.
• Reduction period: February 9, 2026 to May 8, 2026; actual reduction occurred from February 10, 2026 to March 13, 2026.
• Reduction completed on March 13, 2026: 24,046,700 shares reduced, accounting for about 1.00% of total shares.
• Reduction price range: RMB 7.85 to RMB 9.29 per share; total reduction amount: RMB 200.347136 million.
• After reduction, Xinneng Development holds 407,953,300 shares (16.97% of total shares).
• With Zhejiang Provincial Energy Group Co., Ltd., the concerted actor, they jointly hold 77.85% of total shares.

Detailed Analysis

On March 14, 2026, Zhejiang New Energy Investment Group Co., Ltd. announced that its controlling shareholder, Xinneng Development, had completed its previously disclosed share reduction plan. The plan, first announced on January 17, 2026, involved reducing up to 24,046,753 shares (no more than 1% of total shares) via block trading. The actual reduction period was from February 10, 2026, to March 13, 2026, during which Xinneng Development reduced 24,046,700 shares, about 1.00% of the total shares. The price range for the reduction was RMB 7.85 to RMB 9.29 per share, with the total reduction amount exceeding RMB 200 million. After the reduction, Xinneng Development’s shareholding dropped to 407,953,300 shares, or 16.97% of total shares.

Before the reduction, Xinneng Development and its concerted actor, Zhejiang Provincial Energy Group Co., Ltd., jointly held 77.85% of the company. The reduction does not alter the controlling shareholder’s or actual controller’s positions, but the direct shareholding of the controlling shareholder has decreased. The reduction strictly complied with relevant laws and exchange rules, and actual reduction matched the prior announcement. The plan was not terminated early, nor were there any violations of commitments.

For investors, this reduction may have the following impacts:

• The controlling shareholder’s reduced shareholding, while not affecting control, may influence market expectations for the company’s share price.
• The reduction price range is close to the current market price, indicating a normal capital operation without significant discount selling.
• The actual reduction reached the upper limit, showing the controlling shareholder’s liquidity and capital requirements.
• If further reductions occur, or other major shareholders reduce holdings, it could have a further impact on the company’s share price.

Investors should monitor subsequent announcements, especially regarding the controlling shareholder and concerted actors’ shareholding dynamics, as well as the impact on corporate governance and market liquidity.

Disclaimer

This article is for information disclosure and investment reference only and does not constitute any investment advice. Investors should fully understand the company and market risks and make prudent decisions.

View 浙江新能 Historical chart here