内容概况：当前，中国电力系统仿真行业正处于技术突破与应用扩展的关键期，其发展由"双碳"目标下 构建新型电力系统的紧迫需求直接驱动，并呈现出技术自主、应用深化、生态协同的鲜明特征。2024 年，中国电力系统仿真行业市场规模约为3.01亿元，同比增长10.26%。 相关上市企业：国电南瑞（600406）、国网信通（600131）、国能日新（301162）、东方电子 （000682） 电力系统仿真通过数学模型与计算机技术模拟电力系统的运行状态、动态行为及规划设计过程。其核心 目标包括验证理论模型、测试控制策略、评估故障影响、优化系统设计及支撑运行培训等。该技术通过 虚拟环境替代实际系统，实现安全、高效的分析验证，广泛应用于电网规划、运行优化、新能源并网、 故障诊断及人员培训等领域。按时间尺度分类，电力系统仿真主要分为电磁暂态仿真、机电暂态仿真、 中长期动态仿真三大类。 相关企业：中芯国际集成电路制造有限公司、超聚变数字技术股份有限公司、浪潮电子信息产业股份有 限公司、北京华大九天科技股份有限公司、浙江中控技术股份有限公司、武汉达梦数据库股份有限公 司、国家电网有限公司、中国华能集团有限公司、寒武纪科技股份有限公司 ...

Group 1 - The establishment of the User Ecology Branch of the China Electricity Council marks a new phase in the standardized and collaborative development of the energy user ecosystem in China, aimed at injecting strong new momentum into the green, low-carbon, and high-quality development of the energy and power industry [1][2] - The conference gathered nearly 200 representatives from various sectors, including government, industry, academia, research, and users, to witness the unveiling of the branch and the signing of agreements with 16 ecological partners [1] - The transition of users from being "receivers" of energy to "participants" and "co-builders" reflects a consensus in the industry to create an open, collaborative, intelligent, and win-win energy service ecosystem [1] Group 2 - The User Ecology Branch aims to create an open, integrated, and compliant collaborative platform to address challenges such as resource dispersion, incomplete mechanisms, and collaboration bottlenecks in the user-side ecosystem [2] - The branch's president emphasized the goal of transforming energy services from "one-way supply" to "two-way interaction" and from "single service" to "ecological empowerment" [2]

格隆汇1月29日丨中国电力(02380.HK)发布公告，2026年1月29日，远达工程公司(公司一家非全资拥有 的间接附属公司)与达州能源订立了一份总承包合同。据此，远达工程公司将为达州项目的脱硫系统提 供系统设计、设备采购、建筑安装，以及其他技术支援服务，代价人民币约1.99亿元(约相等于2.24亿港 元)。 ...

远达工程公司已同意作为总承包商，为达州项目的脱硫系统提供一系列服务，包括系统设计、设备采 购、运输和储存、建筑安装、调试、完工认证(进行试运行、消缺、性能保证考核验收等)、培训、性能 质量保证、最终交付以及涵盖整个缺陷责任期(即最后一台系统机组完成其168小时满负荷试运后满一 年)的跟进服务。在缺陷责任期内，远达工程公司有义务修正可能出现的任何缺陷和损坏。 随着中国燃煤发电厂烟气排放标准日益严格，远达工程公司凭借其专业技术提供脱硫工程承包服务，以 协助客户达到烟气排放法规要求。透过获得达州项目的脱硫系统总承包合同，远达工程公司得以扩大其 在烟气处理领域的市场份额，并巩固其在环保领域的地位，从而推进本集团向绿色低碳能源供应商转型 的战略目标。 中国电力(02380)发布公告，2026年1月29日，远达工程公司(本公司一家非全资拥有的间接附属公司)与 达州能源订立了一份总承包合同。据此，远达工程公司将为达州项目的脱硫系统提供系统设计、设备采 购、建筑安装，以及其他技术支援服务，代价人民币1.99亿元。 总承包合同的代价符合市场上其他公司为同类脱硫系统提供相同服务所收取的现行市场价格。董事认 为，总承包合同的代价及 ...

智通财经APP讯，中国电力(02380)发布公告，2026年1月29日，远达工程公司(本公司一家非全资拥有的 间接附属公司)与达州能源订立了一份总承包合同。据此，远达工程公司将为达州项目的脱硫系统提供 系统设计、设备采购、建筑安装，以及其他技术支援服务，代价人民币1.99亿元。 总承包合同的代价符合市场上其他公司为同类脱硫系统提供相同服务所收取的现行市场价格。董事认 为，总承包合同的代价及其相关条款均不逊于独立第三方给予本集团的代价及条款。 远达工程公司已同意作为总承包商，为达州项目的脱硫系统提供一系列服务，包括系统设计、设备采 购、运输和储存、建筑安装、调试、完工认证(进行试运行、消缺、性能保证考核验收等)、培训、性能 质量保证、最终交付以及涵盖整个缺陷责任期(即最后一台系统机组完成其 168 小时满负荷试运后满一 年)的跟进服务。在缺陷责任期内，远达工程公司有义务修正可能出现的任何缺陷和损坏。 随着中国燃煤发电厂烟气排放标准日益严格，远达工程公司凭借其专业技术提供脱硫工程承包服务，以 协助客户达到烟气排放法规要求。透过获得达州项目的脱硫系统总承包合同，远达工程公司得以扩大其 在烟气处理领域的市场份额，并巩 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準 確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部份內容而產 生或因倚賴該等內容而引致的任何損失承擔任何責任。 中 國 電 力 國 際 發 展 有 限 公 司 China Power International Development Limited （在香港註冊成立的有限責任公司） （股份代號：2380） 關連交易 有關脫硫系統建設的總承包合同 二零二六年一 月二十九日 ，遠達工程公司（本公司一家非全資擁有的間接附 屬公司）與達州能源訂立了一份總承包合同。 據此，遠達工程公司 將為達州 項目 的脫硫系統提供系統 設計、設備採購、建築安裝，以及其他技術支援服 務，代價人民幣 199,188,000 元（約相等於 223,807,000 港元）。 於本公告日期，中電國際擁有本公司已發行股本約 59.42%，並為本公司的控 股股東 。 達州能源為中電國際 全資擁有的間接附屬公司 ， 根據上市規則定 義， 中電國際 、其附屬公司及聯繫人均為本公司的關連人士。因此，訂立總 承包合同根據上市規則屬於本公司的一項關連交易。 ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **China Power** sector, specifically highlighting the growth in **wind and solar energy installations** in 2025, which exceeded expectations [1][5]. Core Insights and Arguments - **Power Demand Growth**: - National power consumption increased by **5.0% year-over-year (yoy)** in 2025, aligning with the China Electricity Council's (CEC) projections [8]. - Power demand by sector showed varied growth: - Primary: **9.9%** - Secondary: **3.7%** - Tertiary: **8.2%** - Residential: **6.3%** - This represents a moderation compared to 2024's growth rates [2]. - **Power Generation Statistics**: - Total power generation rose by **2.2% yoy** to **9,716 billion kWh** in 2025. - Solar and wind power generation increased significantly, with solar up **24.4%** and wind up **9.7%**, contributing **17%** of total generation (up from **14%** in 2024) [3]. - Thermal generation decreased by **1.0% yoy** to **6,295 billion kWh**, while hydro and nuclear generation rose by **2.8%** and **7.7%** respectively [3]. - **Capacity Additions**: - China added **543 GW** of power capacity in 2025, marking a **26.5% yoy** increase. This included: - **315 GW** of solar (up **13.7%**) - **119 GW** of wind (up **50.4%**) - **95 GW** of thermal, which accelerated from previous years [4]. - By the end of 2025, total installed power capacity reached **3,891 GW**, with solar and wind comprising **47.3%** of this total [4]. - **Sector-Specific Drivers**: - The major drivers for tertiary power consumption were identified as **electric vehicle (EV) charging** and **software & IT services**, which grew by **48.8%** and **17.0% yoy** respectively [8]. Additional Important Insights - The report indicates that the growth in renewable energy installations was higher than previously forecasted, with cumulative solar and wind capacity reaching **1,202 GW** and **640 GW** respectively by the end of 2025 [8]. - The thermal power installation for 2025 was below the CEC's forecast of **106 GW**, indicating a potential area of concern for future thermal energy investments [8]. This summary encapsulates the key findings and insights from the conference call regarding the state of the power sector in China, particularly focusing on the growth of renewable energy sources and the overall demand for power.

证券代码：601669 股票简称：中国电建 公告编号：临2026-007 中国电力建设股份有限公司 关于提前归还部分临时补充流动资金的募集资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 中国电力建设股份有限公司董事会 二〇二六年一月二十七日 公司已于2025年11月24日提前归还用于临时补充流动资金的2.30亿元至公司募集资金专户，详见公司于 2025年11月26日发布的《中国电力建设股份有限公司关于提前归还部分临时补充流动资金的募集资金的 公告》（临2025-071号）。 2026年1月23日，公司再次提前归还用于临时补充流动资金的募集资金3.16亿元至公司募集资金专户， 并将上述募集资金归还情况通知了公司保荐机构及保荐代表人。 截至本公告披露日，公司实际使用55.29亿元（最高额）闲置募集资金临时补充流动资金。本次归还 后，尚未归还的用于临时补充流动资金的募集资金余额为49.83亿元。 特此公告。 中国电力建设股份有限公司（以下简称公司）于2025年7月21日召开公司第四届董事会第十一次会议、 第四届监事会第七 ...

Major Events - Dongpeng Beverage (09980) will conduct its IPO from January 26 to January 29, with an expected listing date of February 3 [1] - Zijin Mining (02899) plans to acquire 100% of Allied Gold Corporation for approximately CAD 5.5 billion [2] - AsiaInfo Technologies (01675) collaborates with ABB Robotics to establish an "Embodied Intelligence Laboratory" [3] - Dongyang Sunshine Pharmaceutical (06887) signs a strategic cooperation agreement with Shenzhen Jingtai to form a joint venture for an AI-driven drug research platform [4] - Howie Group (00501) intends to invest up to USD 50 million to subscribe for shares in Aixin Yuanzhi's initial public offering [5] - Singularity Guofeng (01280) enters a GPU distribution cooperation agreement with Muxi Co., aiming to penetrate the domestic AI computing power market [6] - Guorui Life (00108) signs a strategic cooperation memorandum with Mingzhi Medical to promote deep integration and industrial upgrading of "medical + technology + scenarios" [7] Financial Reports - Harbin Electric (01133) anticipates a net profit attributable to shareholders of approximately CNY 2.65 billion for 2025 [8] - Joyson Electronics (00699) expects an annual net profit of about CNY 1.35 billion, representing a year-on-year growth of approximately 40.56% [9] - Guotai Junan International (01788) projects an annual net profit between HKD 1.28 billion and HKD 1.38 billion, a significant increase of 265% to 293% year-on-year [10] - Tianyue Advanced (02631) forecasts annual revenue of CNY 1.45 billion to CNY 1.5 billion [11] - China Power (02380) estimates a consolidated total electricity sales volume of approximately 126 million megawatt-hours for 2025 [12] - Chalco International (02068) expects a total new contract amount of CNY 46.836 billion for 2025, a year-on-year increase of 51.94% [13]

Company News - China Power (02380.HK) expects a total consolidated electricity sales volume of 10.73105 million MWh by December 2025, a decrease of 2.31% year-on-year; the total annual electricity sales volume is approximately 126 million MWh, down 1.27% year-on-year [2] - Harbin Electric (01133.HK) anticipates a net profit attributable to shareholders of approximately RMB 2.65 billion for the fiscal year 2025, compared to RMB 1.686 billion in the previous year, mainly due to increased operating revenue and improved product profitability [2] - Singularity Guofeng (01280.HK) has entered into a GPU distribution cooperation agreement with Muxi Co., aiming to enter the domestic AI computing power market [2] - Dongyang Sunshine Pharmaceutical (06887.HK) has signed a strategic cooperation agreement with Shenzhen Jingtai to establish a joint venture for building an AI-driven drug research and development platform [2] - Weisheng Pharmaceutical-B (02561.HK) has received approval from the National Medical Products Administration for the marketing authorization application of injectable Long Pei growth hormone [2] - Kintor Pharmaceutical-B (02171.HK) issued a profit warning, expecting a net loss for 2025 to be reduced to no more than approximately RMB 120 million [2] - Zhaoke Ophthalmology-B (06622.HK) is advancing the commercialization process of BRIMOCHOL PF for treating presbyopia in Singapore and Vietnam through partnerships with AFT and Qianshou [2] Additional Company Developments - Heng Rui Medicine (01276.HK) has received a clinical trial approval notice for SHR-1049 injection [3] - Baolong Real Estate (01238.HK) has had its bond restructuring plan approved by the relevant bondholders' meeting [3] Strategic Partnerships - Yabo Technology Holdings (08279.HK) has entered into a technical service agreement with Hong Kong Gold Exchange Limited [4] - Future Data Group (08229.HK) has signed a strategic cooperation framework agreement with Linghe Culture [4] - Howey Group (00501.HK) plans to invest up to USD 50 million to subscribe for shares in Aixin Yuanzhi's initial public offering [4] Buyback Activities - Xiaomi Group-W (01810.HK) repurchased 3.9872 million shares for HKD 140 million, with a repurchase price ranging from HKD 35.04 to HKD 35.22 [5] - China Metallurgical Group (01618.HK) repurchased 9.011 million shares for HKD 16.9299 million, with a repurchase price of HKD 1.87 to HKD 1.88 [5] - Geely Automobile (00175.HK) repurchased 4.401 million shares for HKD 72.952 million, with a repurchase price ranging from HKD 16.43 to HKD 16.65 [6] - Reshape Energy (02570.HK) completed the placement of a total of 4.536 million placement shares, raising approximately HKD 258 million [6] - Kintor Pharmaceutical-B (09939.HK) saw an increase of 4.7 million shares by Chairman Tong Youzhi [6]