Summary of Key Points Core Viewpoint - China Power Construction Corporation reported its major operating performance from January to July 2025, highlighting a total new contract amount of 736.13 billion RMB, representing a year-on-year increase of 4.30% By Business Type - The company signed 3,230 new projects in the energy and power sector, with a total new contract amount of 472.068 billion RMB, up 12.94% year-on-year - Hydropower projects accounted for 630 new contracts worth 113.088 billion RMB, showing a significant increase of 70.03% - Wind power projects saw 723 new contracts totaling 157.226 billion RMB, an increase of 68.40% - Solar power projects experienced a decline, with 656 contracts worth 118.509 billion RMB, down 29.96% - Thermal power projects decreased significantly, with 287 contracts amounting to 19.915 billion RMB, down 63.82% - New energy storage projects included 115 contracts worth 28.504 billion RMB - Water resources and environmental projects totaled 615 contracts worth 75.039 billion RMB, down 23.31% - Urban construction and infrastructure projects accounted for 744 contracts worth 151.622 billion RMB, down 4.82% - The total new contracts across all business types amounted to 736.133 billion RMB [1][2] By Regional Distribution - Domestic contracts totaled 580.050 billion RMB, reflecting a slight increase of 0.61% - International contracts reached 156.083 billion RMB, showing a significant increase of 20.78% - The overall contract amount was 736.133 billion RMB, with a year-on-year increase of 4.30% [2] Major Contract Signing Details - Key projects included: - A 1 million kW/4 million kWh grid-type energy storage project in Inner Mongolia, valued at 10 billion RMB - A 190 MW wind power project in Inner Mongolia, valued at 2.8 billion RMB - A 275 MW/1,100 MWh energy storage project in Yanchi County, valued at 2.75 billion RMB - A 500 kW wind power project in the Toli County of Huaneng, valued at 5 billion RMB - Various other significant contracts in urban construction and energy sectors [3][4]

证券代码：601669 股票简称：中国电建 公告编号：临 2025-050 中国电力建设股份有限公司 2025 年 1 月至 7 月主要经营情况公告 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。 现将中国电力建设股份有限公司2025年1月至7月主要经营情况公布如下，供投 资者参阅。 一、按业务类型统计 | 业务类型 | 新签项目数量（个） | 新签合同金额 | 同比增减 | | --- | --- | --- | --- | | 能源电力 | 3230 | 4720.68 | 12.94% | | 水电 | 630 | 1130.88 | 70.03% | | 其中：抽水蓄能 | 326 | 427.69 | 3.78% | | 风电 | 723 | 1572.26 | 68.40% | | 太阳能发电 | 656 | 1185.09 | -29.96% | | 火电 | 287 | 199.15 | -63.82% | | 新型储能 | 115 | 285.04 | / | | 其他 | 819 | 345.25 | / ...

Group 1: Central State-Owned Enterprises Innovation-Driven ETF Performance - The Central State-Owned Enterprises Innovation-Driven ETF (515900) has seen a recent increase of 0.90%, marking its third consecutive rise, with the latest price at 1.57 yuan [3] - As of August 21, 2025, the ETF has achieved a net value increase of 16.62% over the past year, with a maximum single-month return of 15.05% since inception [5] - The ETF's trading volume has been significant, with a turnover rate of 0.65% and a transaction value of 22.96 million yuan on the latest trading day [3] Group 2: Index Composition and Performance Metrics - The Central State-Owned Enterprises Innovation-Driven Index (000861) includes 100 representative listed companies evaluated for innovation and profitability, with the top ten stocks accounting for 34.11% of the index [6] - The ETF has demonstrated strong recovery metrics, with a relative drawdown of 0.08% year-to-date and the fastest recovery time of 105 days among comparable funds [5] - The ETF's management fee is 0.15%, and the custody fee is 0.05%, which are the lowest among comparable funds [5] Group 3: Liquid Cooling Technology and Humanoid Robotics - The liquid cooling technology is expected to see a significant increase in penetration within AI data centers, rising from 14% in 2024 to 33% in 2025, driven by the release of NVIDIA's GB200 NVL72 servers [4] - The humanoid robotics industry is experiencing rapid advancements, highlighted by the success of the "Tiangong" robot at the World Humanoid Robot Games, showcasing substantial progress in perception and control technologies [4]

毛里塔尼亚位于非洲西北部，大约80%的国土被撒哈拉沙漠覆盖，气候干旱少雨。努瓦克肖特150多万 居民的用水主要来自塞内加尔河，再经贝尼纳吉水厂处理后输送到努瓦克肖特。每年雨季到来时，河水 泥沙含量骤增，水厂处理能力不足，首都居民常面临缺水问题。为此，毛里塔尼亚政府决定在贝尼纳吉 水厂前端增设原水预处理系统，并将这一民生工程的建设交给中国企业。 这座现代化原水预处理站设计日处理能力达25.5万立方米，配套6组高密度沉淀池、中控室、进出水构 筑物等设施，从动工到全面投运仅耗时7个月。毛里塔尼亚水利部长顾问西迪·拉明说，项目投运后，即 便在雨季塞内加尔河河水浊度大幅波动情况下，政府仍能保障沿线及首都居民饮水安全。他们计划在全 国范围内推广这一经验。 夜色已深，毛里塔尼亚水利部长阿玛勒·穆卢德仍站在特拉扎区贝尼纳吉原水预处理站的操作平台上静 静等待。看着6组高密度沉淀池全部投入试运行，监测屏幕上出水浊度降至113NTU（浊度单位），她 长舒一口气，微笑着向技术人员竖起大拇指。 8月7日，由中国电建集团旗下企业承建的贝尼纳吉原水预处理项目顺利通过毛里塔尼亚方面的验 收。"该项目是经多方论证，由中国企业团队实施的最优水处 ...

毛里塔尼亚位于非洲西北部，大约80%的国土被撒哈拉沙漠覆盖，气候干旱少雨。努瓦克肖特150多万 居民的用水主要来自塞内加尔河，再经贝尼纳吉水厂处理后输送到努瓦克肖特。每年雨季到来时，河水 泥沙含量骤增，水厂处理能力不足，首都居民常面临缺水问题。为此，毛里塔尼亚政府决定在贝尼纳吉 水厂前端增设原水预处理系统，并将这一民生工程的建设交给中国企业。 这座现代化原水预处理站设计日处理能力达25.5万立方米，配套6组高密度沉淀池、中控室、进出水构 筑物等设施，从动工到全面投运仅耗时7个月——今年1月破土动工，3月进入主体结构施工，6月中旬完 成主体工程，7月底完成调试。毛里塔尼亚水利部长顾问西迪·拉明说，项目投运后，即便在雨季塞内加 尔河河水浊度大幅波动情况下，政府仍能保障沿线及首都居民饮水安全，他们计划在全国范围内推广这 一经验。 新华社努瓦克肖特8月20日电 通讯｜中国方案助力破解毛里塔尼亚首都缺水之困 新华社记者司源 夜色已深，毛里塔尼亚水利部长阿玛勒·穆卢德仍站在特拉扎区贝尼纳吉原水预处理站的操作平台上静 静等待。看着6组高密度沉淀池全部投入试运行，监测屏幕上出水浊度降至113NTU（浊度单位），她 长舒一口气 ...

Core Viewpoint - China Electric Power Construction (中电建) has established a new pumped storage company, which includes tourism development project planning and consulting services [1] Group 1: Company Overview - The newly established company is named China Electric Power Construction (Lianshan) Pumped Storage Co., Ltd. [1] - The legal representative of the company is Peng Qingyun [1] - The registered capital of the company is 30 million yuan [1] Group 2: Business Scope - The business scope of the company includes hydropower generation, power generation business, transmission business, and supply (distribution) business [1] - The company also offers wind power generation technology services and tourism development project planning consulting [1] - Water resource management is another area of focus for the company [1] Group 3: Ownership Structure - The company is indirectly controlled by China Electric Power Construction (601669) [1]

Group 1 - Recently, China Electric Power Construction (Lianshan) Pumped Storage Co., Ltd. was established with a registered capital of 30 million yuan [1] - The legal representative of the new company is Peng Qingyun [1] - The business scope includes hydropower generation, power generation, transmission, distribution, wind power technology services, tourism project planning and consulting, and water resource management [1] Group 2 - The company is indirectly controlled by China Electric Power Construction [1]

从中证华夏经济蓝筹股票指数持仓的市场板块来看，上海证券交易所占比57.87%、深圳证券交易所占 比42.13%。 从中证华夏经济蓝筹股票指数持仓样本的行业来看，工业占比18.68%、可选消费占比16.16%、信息技 术占比13.65%、通信服务占比10.08%、原材料占比9.82%、主要消费占比8.99%、金融占比7.49%、房地 产占比6.16%、医药卫生占比4.18%、公用事业占比2.55%、能源占比2.24%。 据了解，中证华夏经济蓝筹股票指数分行业选取一定数量财务基本面良好的蓝筹证券作为指数样本，行 业权重根据各行业对国民经济的贡献度进行分配，行业内样本根据财务基本面综合得分加权，以综合反 映国民经济产业结构变迁及发展趋势。该指数以2004年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证华夏经济蓝筹股票指数十大权重分别为：中国建筑（2.64%）、中国中免 （2.35%）、牧原股份（2.23%）、温氏股份（1.92%）、神州数码（1.85%）、保利发展（1.85%）、中 国电信（1.85%）、中国中铁（1.64%）、招商银行（1.52%）、中国电建（1.42%）。 资料显示，指数样本 ...

图为无人机拍摄的F0标段公路实景。（图片由项目承建方提供） 图为无人机拍摄的F0标段公路实景。（图片由项目承建方提供） 格鲁吉亚总理伊拉克利·科巴希泽在通车仪式上强调了该高速公路的战略意义。他说："该项目是实现我 们战略目标的又一重要步骤——使格鲁吉亚成为连接欧亚的快捷且安全的枢纽。" 据中国水电第十六工程局国际公司副总经理兼项目经理项金胜介绍，作为横贯格鲁吉亚东西部的交通主 动脉，E60高速公路被誉为格"一号工程"，而F0标段则是这条交通大动脉上的关键节点。项目为新建全 长6.36公里的双向四车道公路，沿线包含11座单向桥梁和5条隧道，桥隧比高达56%，道路设计时速为 100公里。 新华网巴库8月18日电（记者钟忠）由中国电力建设集团有限公司下属子公司中国水利水电第十六工程 局有限公司承建的格鲁吉亚E60高速公路F0标段近日正式通车。 ...

Group 1 - The key clients of Sichuan Shengshi Steel Union International Trade Co., Ltd. include major state-owned enterprises directly supervised by the State-owned Assets Supervision and Administration Commission, covering various sectors such as construction, infrastructure, and energy engineering [1] Group 2 - The core list of top ten central enterprise construction companies includes China State Construction Engineering Corporation, which has a business focus on housing construction (over 50% of global super high-rise buildings) and infrastructure [4] - China Railway Group Limited specializes in railway engineering, accounting for 66% of the national railway mileage, with a significant increase of 51.6% in overseas business [4] - China Railway Construction Corporation is responsible for 52% of the national high-speed rail mileage and has established construction standards for high-speed rail in China [4] Group 3 - China Communications Construction Company focuses on port channels and cross-sea bridges, with a new contract amount of 9910.54 billion yuan in the first half of 2025 [5] - China Power Construction Group is a leader in hydropower, with a global market share exceeding 50% in overseas hydropower [5] - China Energy Engineering Group is innovating in traditional energy upgrades and has seen a growth rate of over 30% in new energy contracts [5] Group 4 - China Metallurgical Group Corporation leads the global market share in metallurgical engineering and is advancing hydrogen metallurgy technology for low-carbon transformation [5] - China Chemical Engineering Group dominates 70% of domestic petrochemical projects and has achieved a 12.3% growth in fine chemical contracts [5] - China National Nuclear Corporation is responsible for all domestic nuclear power units and plays a special role in national defense engineering and nuclear emergency support [5] - China Aneng Construction Group specializes in water conservancy and emergency rescue tasks [6]