每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 （记者 曾健辉） 每经AI快讯，中国能建2月9日晚间发布公告称，公司第三届第五十四次董事会会议于2026年2月9日以 通讯表决方式召开。会议审议了《关于公司总部部分组织机构调整的议案》等文件。 ...

来源：新浪基金∞工作室 2月9日，基建ETF华夏（159635）开盘涨0.00%，报1.152元。基建ETF华夏（159635）重仓股方面，中 国建筑开盘涨0.59%，中国中铁涨1.09%，中国电建涨0.54%，徐工机械涨1.83%，中联重科涨2.14%，三 一重工涨1.74%，中国铁建涨0.55%，中国能建涨0.83%，中国交建涨0.49%，金诚信涨2.28%。 基建ETF华夏（159635）业绩比较基准为中证基建指数收益率，管理人为华夏基金管理有限公司，基金 经理为严筱娴，成立（2022-06-28）以来回报为15.34%，近一个月回报为1.19%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

据悉，该项目总投资2.6亿元，位于镇江市丹徒区荣炳盐资源区，于2025年3月8日正式动工，历经11个 月的紧张建设，在荣炳盐资源区的连片水域上构建起"水上发电、水下养殖"的立体产业格局。 光伏板下，鱼虾在光影中自在生长，提供了遮荫，减少蒸发；光伏板上，每年可产出约7291.78万度清 洁电力，相当于节约标煤约2.26万吨，减少二氧化碳排放6.18万吨，可满足2万多户家庭全年用电需求。 现场 现场 扬子晚报网2月8日讯(通讯员流韵记者万凌云姜天圣)2月5日，中国能建（601868）江苏院在江苏地区投 建营的首个光伏电站——丹徒荣炳50兆瓦渔光互补光伏发电项目，正式接入江苏电网。至此，标志着这 片盐乡宝地迈入"渔光共生"的绿色发展新阶段。 从盐乡鱼塘到绿色电站，本项目的并网发电，让荣炳盐资源区的水面成为"追光逐绿"的优质载体，亦成 为江苏院在投建营业务发展领域实践成果的一张重要名片。 未来，这里将持续书写清洁能源与生态养殖和谐共生的新篇章，为公司的高质量发展贡献力量。 ...

氢能产业园正式投产运行，积极布局可控核聚变领域 中国能建(601868) | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 韩其成(分析师) | 021-38676162 | hanqicheng@gtht.com | S0880516030004 | | 郭浩然(分析师) | 010-83939793 | guohaoran@gtht.com | S0880524020002 | | 曹有成(分析师) | 021-23185701 | caoyoucheng@gtht.com | S0880525040079 | 本报告导读： 2025Q1~3 归母净利润同减 12.4%，2025 年新签合同同增 2.9%。中能建松原氢能产 业园一期工程正式投产运行，公司积极布局可控核聚变领域。 投资要点： [维持增持。 Table_Summary] 3 季报业绩低于预期，下调预测 2025-2026 年 EPS0.21/0.22 增 3.7/7.2%，预测 2027 年 EPS 为 0.24 增 6.0%。维持目标价 2.96 元，对应 ...

氢能产业园正式投产运行，积极布局可控核聚变领域 中国能建(601868) | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 韩其成(分析师) | 021-38676162 | hanqicheng@gtht.com | S0880516030004 | | 郭浩然(分析师) | 010-83939793 | guohaoran@gtht.com | S0880524020002 | | 曹有成(分析师) | 021-23185701 | caoyoucheng@gtht.com | S0880525040079 | 本报告导读： 2025Q1~3 归母净利润同减 12.4%，2025 年新签合同同增 2.9%。中能建松原氢能产 业园一期工程正式投产运行，公司积极布局可控核聚变领域。 投资要点： [维持增持。 Table_Summary] 3 季报业绩低于预期，下调预测 2025-2026 年 EPS0.21/0.22 增 3.7/7.2%，预测 2027 年 EPS 为 0.24 增 6.0%。维持目标价 2.96 元，对应 ...

Group 1: Core Insights - China Energy Construction Anhui Electric Power Construction Company has recently won bids for the Hefei Pearl Cultural and Sports Center project and the Zhongmei Xinjie Energy Co., Ltd. 250 MW wind farm project, indicating a strong performance in both infrastructure and renewable energy sectors [1][5] Group 2: Hefei Pearl Cultural and Sports Center Project - The Hefei Pearl Cultural and Sports Center project is located in the Hefei Economic Development Zone, covering approximately 95.3 acres with a planned construction area of about 110,000 square meters [3] - The project will include a multifunctional sports venue, ice sports center, youth activity center, and a comprehensive gymnasium, serving as a landmark public building in the area [3] - Upon completion, the project is expected to fill the gap in cultural and sports facilities in the southern part of Hefei Economic Development Zone, enhancing regional service levels and driving urban functionality and economic development [3] Group 3: Zhongmei Xinjie Energy Wind Farm Project - The Zhongmei Xinjie Energy wind farm project, located in Mingguang City, Anhui Province, is a key renewable energy initiative with a total installed capacity of 500 MW [5] - The project employs a "dual site synchronous promotion" model, with each of the two sites (Lingdong and Lingxi) planned for 250 MW capacity [5] - The awarded Lingdong 250 MW wind farm will install 40 wind turbines, each with a capacity of 6.25 MW, significantly enhancing clean energy supply in the eastern Anhui region and contributing to sustainable economic development [5]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國能源建設股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03996 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 9,262,436,000 | RMB | | | 1 RMB | | 9,262,436,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 9,262,436,000 | RMB | | | 1 RMB | | 9,262,436,000 | | 2. 股 ...

近日，国家能源局资质和信用信息系统处罚信息显示，中国能源建设集团东北电力第二工程有限公司因 将承包的工程转包或者违法分包，被东北能源监管局处以责令改正，没收违法所得102026.12元,罚款 340757.00元。合计处罚金额442783.12元。 天眼查显示，中国能源建设集团东北电力第二工程有限公司(曾用名：东北电业管理局第二工程公司)， 成立于1986年，中国能源建设集团成员，位于辽宁省大连市，是一家以从事电力、热力生产和供应业为 主的企业。 ...

Group 1 - The core viewpoint of the article highlights that seven major state-owned construction enterprises in China have signed new contracts exceeding 14 trillion yuan for the year 2025, demonstrating resilience in infrastructure amid economic pressures and structural adjustments in the real estate sector [2][4] - The industry shows characteristics of concentration among leading firms, overall stability, localized pressure, and structural transformation, with the top three companies accounting for over 70% of the total new contracts signed [2][5] - The shift from scale expansion to quality improvement in domestic infrastructure investment is emphasized, with traditional construction demands declining while new energy, water conservancy, and rail transport projects are on the rise [3][7] Group 2 - The total new contracts signed by the seven construction state-owned enterprises reached over 14 trillion yuan, achieving the annual goal of stability, structural optimization, and strong resilience [4] - The leading three companies, China State Construction, China Railway Construction, and China Railway, dominate the industry, with their combined new contracts exceeding 10.3 trillion yuan, representing over 70% of the total [5] - The only company experiencing a decline in new contracts is China Metallurgical Group, which saw a 10.8% decrease due to shrinking demand in traditional metallurgy and construction markets [5][9] Group 3 - The construction sector is undergoing a profound restructuring, with traditional construction and heavy asset sectors slowing down, while infrastructure, clean energy, overseas projects, and urban renewal are becoming the main growth drivers [7][8] - The overseas market has become a significant growth engine for construction state-owned enterprises, with substantial increases in new contracts signed abroad, particularly in regions like Southeast Asia and Africa [8] - The article notes that while the order scale exceeds 14 trillion yuan, the industry still faces challenges such as profit pressure, slow payment cycles, and high debt ratios [9][10] Group 4 - The article anticipates that the new contract growth rate for construction state-owned enterprises will remain stable in 2026, with an expected increase of about 5% to 10% [11] - The central government's policies are expected to support investment stabilization and potentially accelerate infrastructure investment, benefiting leading firms in the sector [11]

Core Viewpoint - China Energy Construction Co., Ltd. (China Energy) has shown a mixed performance in stock price and financial metrics, with a recent increase in stock price but a decline in net profit year-on-year [1][3]. Group 1: Stock Performance - On February 4, China Energy's stock price increased by 2.08%, reaching 2.45 CNY per share, with a trading volume of 9.94 billion CNY and a turnover rate of 1.27%, resulting in a total market capitalization of 102.14 billion CNY [1]. - Year-to-date, the stock price has risen by 4.26%, with a slight decline of 0.41% over the last five trading days, a 3.38% increase over the last 20 days, and a 0.41% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, China Energy reported a revenue of 323.54 billion CNY, reflecting a year-on-year growth of 9.62%. However, the net profit attributable to shareholders decreased by 12.43% to 3.16 billion CNY [3]. - Since its A-share listing, China Energy has distributed a total of 4.69 billion CNY in dividends, with 3.75 billion CNY distributed over the past three years [3]. Group 3: Company Overview - China Energy, established on December 19, 2014, and listed on September 28, 2021, primarily engages in construction contracting, operating through five business segments: surveying and design, engineering construction, equipment manufacturing, civil blasting and cement production, and investment and other businesses [2]. - The revenue composition of China Energy is as follows: engineering construction accounts for 81.18%, industrial manufacturing 7.42%, investment operations 6.80%, surveying and design 4.07%, and other businesses 0.53% [2].