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央企现代能源ETF(561790)盘中涨近1%,冲击3连涨,电力设备行业景气度获政策支撑
Sou Hu Cai Jing· 2025-09-15 05:45
Core Viewpoint - The news highlights the performance of the Central State-Owned Enterprises Modern Energy Index and its related ETF, emphasizing the integration of artificial intelligence in the energy sector to enhance operational efficiency and support high-quality development [2][3]. Group 1: Market Performance - As of September 15, 2025, the Central State-Owned Enterprises Modern Energy Index increased by 0.48%, with notable gains from Shanghai Electric (+8.60%), China National Materials Technology (+4.70%), and others [2]. - The Central State-Owned Enterprises Modern Energy ETF (561790) rose by 0.69%, marking its third consecutive increase, with the latest price at 1.18 yuan [2]. - Over the past week, the ETF has accumulated a rise of 1.92%, ranking in the top third among comparable funds [2]. Group 2: Liquidity and Trading Volume - The ETF recorded a turnover rate of 0.88% during the trading session, with a transaction volume of 399,500 yuan [2]. - The average daily trading volume of the ETF over the past year was 6.4154 million yuan [2]. Group 3: Policy and Industry Development - On September 8, the National Development and Reform Commission and the National Energy Administration released implementation opinions to promote "Artificial Intelligence + Energy" for high-quality development, outlining phased goals and 37 key tasks across various energy applications [2]. - In the electric power equipment sector, the policy aims to establish an innovative system by 2027, focusing on intelligent forecasting of power supply and demand, and enhancing the management capabilities of the power grid [3]. Group 4: Index Composition - The Central State-Owned Enterprises Modern Energy Index, customized by Guoxin Investment Co., includes 50 listed companies involved in green energy, fossil energy, and energy transmission and distribution, reflecting the overall performance of state-owned enterprises in the modern energy sector [3]. - As of August 29, 2025, the top ten weighted stocks in the index accounted for 48.28% of the total index weight, including companies like Yangtze Power, China National Power, and China Nuclear Power [3].
IPO周报:中国电建分拆电建新能上市,拟募资90亿元
Di Yi Cai Jing· 2025-09-14 09:40
Group 1: IPO Applications and Approvals - During the week of September 8 to September 14, the Shanghai Stock Exchange accepted one new IPO application, marking the fourth IPO application accepted by the Shanghai, Shenzhen, and Beijing exchanges in the second half of this year [1] - The accepted IPO application is from China Electric Power Construction New Energy Group Co., Ltd. (referred to as "Electric Power New Energy"), which aims to raise 9 billion yuan [1] - Two companies also passed the IPO review during the week, namely Yatu High-tech Materials Co., Ltd. and Shenzhen Weite Environmental Technology Co., Ltd. [2] Group 2: Financial Performance of Electric Power New Energy - For the first half of 2025, Electric Power New Energy reported revenue of 5.472 billion yuan, an increase of 8.57% year-on-year, while net profit was 1.205 billion yuan, a decrease of 18% year-on-year [1] - The company achieved revenues of 8.382 billion yuan, 8.728 billion yuan, 9.810 billion yuan, and 2.661 billion yuan for the years 2022 to 2024 and the first quarter of 2025, respectively, with corresponding net profits of 1.768 billion yuan, 2.329 billion yuan, 2.589 billion yuan, and 511 million yuan [2] Group 3: Related Party Transactions and Risks - After the spin-off, China Electric Power Construction will maintain control over Electric Power New Energy, which will remain a subsidiary within the consolidated financial statements of China Electric Power Construction [2] - Electric Power New Energy has significant related party transaction risks, primarily involving procurement of engineering services from subsidiaries of China Electric Power Construction, with related party purchases accounting for 76.14%, 61.03%, 60.80%, and 61.78% of total purchases during the reporting periods [2] Group 4: Yatu High-tech's IPO Review Concerns - Yatu High-tech faced inquiries from the listing committee regarding the authenticity and sustainability of its revenue, particularly concerning its overseas business and the legitimacy of its customer base [3] - Several of Yatu High-tech's distributors have low registered capital or few employees, raising questions about their operational scale and the validity of their sales [3]
尚义抽水蓄能电站完成两项关键节点目标
Zhong Guo Jing Ji Wang· 2025-09-14 06:00
9月8日,由中国电建(601669)集团北京勘测设计研究院有限公司(以下简称北京院)勘测设计、中国水利水电第四工程局有限公司(以下简称水电四局)建设 的尚义抽水蓄能电站完成下水库正式下闸蓄水、1号机组转子成功吊装两项关键节点目标,标志着电站进入了首台机发电的冲刺阶段。 自开工建设以来,北京院充分发挥人才与技术优势,精益求精、高效履约;水电四局凭借过硬的施工技术,充分发挥大型水电机组安装核心技术优势,在核 心工程建设中攻坚克难,积极配合其他参建方,高效推进机组安装工作,做好技术服务与施工保障。 尚义抽水蓄能电站位于河北省张家口市尚义县境内,总装机容量1400兆瓦,电站建成后承担京津及冀北电网调峰、填谷、调频、调相和紧急事故备用等任 务,对保障首都供电安全、提高电力系统的安全可靠性和运行经济性、推动能源绿色转型、助力实现"双碳"目标具有积极作用。 转子组装总重量达372吨,外圆直径5450毫米,高度3390毫米,是机组安装过程中起吊重量最大的核心部件。在本次吊装中,北京院项目部与参建各方详细 讨论、评审了吊装方案,精心制定安全措施;水电四局项目团队70天鏖战,将转子整体圆柱度控制在0.34毫米,同心度0.05毫米 ...
记者手记丨那巴龙格河的日与夜
Xin Hua Wang· 2025-09-14 01:31
Core Points - The construction of the Nabarongo River No. 2 Hydropower Station in Rwanda is progressing steadily, being a key project under the China-Africa Cooperation Forum's 2018 Beijing Summit "Eight Major Actions" plan [1] - The project, which is the largest hydropower project in Rwanda to date, is being undertaken by China Hydropower (China Water Resources and Hydropower Construction Group) and officially commenced in 2022 [1] - The construction site operates on a 24-hour shift system to maximize productivity before the rainy season begins in October, which could halt many operations [1] Project Management - The project is managed by experienced engineers, including Sun Zhongtian, who has been working in Africa for 18 years and oversees hundreds of workers daily [2] - Safety is a top priority on the site, with strict regulations regarding safety gear such as helmets, vests, and shoes [3] Quality Control - The project includes a laboratory where quality control is conducted, with staff like Uweilingji Imana Sade focusing on testing concrete samples to ensure they meet standards [3] - The importance of precise data collection and analysis is emphasized, as each material's parameters must be accurately recorded [3] Workforce Development - Local workers are gaining valuable skills and experience through their involvement in the project, contributing to their personal and professional growth [3] - The project fosters a sense of pride among local workers, as they are able to support their families and build a better future [3]
建筑装饰行业资金流入榜:上海建工等9股净流入资金超5000万元
Market Overview - The Shanghai Composite Index fell by 0.12% on September 12, with 9 out of the 28 sectors rising, led by non-ferrous metals and real estate, which increased by 1.96% and 1.51% respectively [1] - The construction decoration sector rose by 0.96% [1] - The total net outflow of funds from the two markets was 53.64 billion yuan, with 6 sectors experiencing net inflows [1] Sector Performance - The non-ferrous metals sector had the highest net inflow of funds, totaling 2.168 billion yuan, coinciding with its 1.96% increase [1] - The construction decoration sector saw a net inflow of 721 million yuan, with a daily increase of 0.96% [1] Construction Decoration Sector Details - The construction decoration sector consists of 156 stocks, with 78 stocks rising and 7 hitting the daily limit up, while 70 stocks fell and 1 hit the daily limit down [2] - Among the stocks with significant net inflows, Shanghai Construction had the highest at 471 million yuan, followed by Baile Technology and Tongji Technology with inflows of 113 million yuan and 101 million yuan respectively [2] - The top stocks with net outflows included China Power Construction, with a net outflow of 264 million yuan, followed by Huilyu Ecology and China Railway with outflows of 68.96 million yuan and 52.67 million yuan respectively [3] Fund Flow Rankings - The top inflow stocks in the construction decoration sector included: - Shanghai Construction: +9.96%, 62% turnover, 470.50 million yuan inflow - Baile Technology: +9.93%, 6.34% turnover, 113.07 million yuan inflow - Tongji Technology: +8.00%, 9.62% turnover, 100.59 million yuan inflow [2] - The top outflow stocks included: - China Power Construction: +0.18%, 3.25% turnover, -264.47 million yuan outflow - Huilyu Ecology: +3.18%, 11.28% turnover, -68.96 million yuan outflow - China Railway: +0.18%, 0.48% turnover, -52.67 million yuan outflow [3]
中国电建:电建新能源上交所主板IPO申请获上交所受理
Zhi Tong Cai Jing· 2025-09-12 09:38
Core Viewpoint - China Electric Power Construction (601669.SH) plans to spin off its subsidiary China Electric Power Construction New Energy Group Co., Ltd. for a public listing on the Shanghai Stock Exchange [1] Group 1 - The subsidiary, referred to as Electric Power Construction New Energy, has submitted its application materials for an initial public offering (IPO) to the Shanghai Stock Exchange [1] - On September 11, 2025, the Shanghai Stock Exchange issued a notice confirming the acceptance of the IPO application for Electric Power Construction New Energy [1] - The Shanghai Stock Exchange has reviewed the submitted IPO application documents and found them to be complete and in compliance with legal requirements, thus deciding to accept and proceed with the review [1]
中国电建(601669.SH):电建新能源上交所主板IPO申请获上交所受理
智通财经网· 2025-09-12 09:31
智通财经APP讯,中国电建(601669.SH)发布公告,公司拟分拆子公司中电建新能源集团股份有限公司 (以下简称"电建新能源")至上海证券交易所主板上市。电建新能源于近日向上海证券交易所提交了首次 公开发行股票并在主板上市的申请材料,并于2025年9月11日收到了上海证券交易所出具的《关于受理 中电建新能源集团股份有限公司首次公开发行股票并在沪市主板上市申请的通知》(上证上审〔2025〕 158号),上海证券交易所依据相关规定对电建新能源报送的首次公开发行股票并在沪市主板上市的申请 报告及相关申请文件进行了核对,认为该项申请文件齐备,符合法定形式,决定予以受理并依法进行审 核。 ...
中国电建(601669) - 中国电力建设股份有限公司关于分拆子公司中电建新能源集团股份有限公司首次公开发行股票并在主板上市申请获上海证券交易所受理的公告
2025-09-12 09:31
中国电力建设股份有限公司 关于分拆子公司中电建新能源集团股份有限公司 首次公开发行股票并在主板上市申请 证券代码:601669 股票简称:中国电建 公告编号:2025-057 公司将严格按照有关法律法规、规范性文件的要求,根据电建新能源上市审 核进展情况及时履行信息披露义务。敬请广大投资者注意投资风险。 1 特此公告。 中国电力建设股份有限公司董事会 二〇二五年九月十三日 2 获上海证券交易所受理的公告 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(以下简称"公司")拟分拆子公司中电建新能 源集团股份有限公司(以下简称"电建新能源")至上海证券交易所主板上市(以 下简称"本次分拆上市")。公司已于2023年10月17日召开2023年第一次临时股 东大会,审议通过了《关于分拆所属子公司至上海证券交易所主板上市方案的议 案》等本次分拆上市相关议案。本次分拆上市具体情况请详见公司于2023年6月3 日、2023年8月25日、2023年10月12日、2023年10月18日在上海证券交易所网站 发布的相关公告 ...
中国电建:关于更换持续督导保荐代表人的公告
Zheng Quan Ri Bao· 2025-09-12 07:11
Core Viewpoint - China Power Construction Corporation announced a change in the representative for the ongoing supervision of its non-public A-share issuance project, with Meng Jiao replacing Qiao Xiaowei due to the latter's work relocation [1] Group 1 - The company received a letter from its sponsor, China International Capital Corporation (CICC), regarding the change of the supervising representative for the non-public A-share issuance project [1] - Qiao Xiaowei will no longer serve as the supervising representative for the 2022 non-public A-share issuance project [1] - Meng Jiao has been appointed to ensure the continuity of the supervisory work [1]
中国电建涨2.11%,成交额11.24亿元,主力资金净流入6768.92万元
Xin Lang Cai Jing· 2025-09-12 06:28
9月12日,中国电建盘中上涨2.11%,截至13:19,报5.81元/股,成交11.24亿元,换手率1.50%,总市值 1000.84亿元。 资金流向方面,主力资金净流入6768.92万元,特大单买入2.07亿元,占比18.42%,卖出1.43亿元,占比 12.73%;大单买入2.74亿元,占比24.37%,卖出2.70亿元,占比24.04%。 中国电建今年以来股价涨8.94%,近5个交易日涨1.04%,近20日跌5.68%,近60日涨25.68%。 今年以来中国电建已经3次登上龙虎榜,最近一次登上龙虎榜为7月24日,当日龙虎榜净买入-5.45亿 元;买入总计14.20亿元 ,占总成交额比8.96%;卖出总计19.65亿元 ,占总成交额比12.39%。 中国电建所属申万行业为:建筑装饰-基础建设-基建市政工程。所属概念板块包括:长期破净、破净 股、低市盈率、水利建设、PPP概念等。 截至6月30日,中国电建股东户数32.00万,较上期减少1.81%;人均流通股40850股,较上期增加 1.85%。2025年1月-6月,中国电建实现营业收入2930.55亿元,同比增长2.69%;归母净利润54.26亿元, 同比 ...