Workflow
SDHS(600350)
icon
Search documents
背靠山东高速万亿平台,山高新能源风光EPC连续落子,品牌与成长价值获认可
Ge Long Hui· 2025-12-29 01:13
Core Viewpoint - The recent signing of EPC contracts for a 100 MW wind power project in Guangxi and a 100 MW photovoltaic project in Shanxi by the company demonstrates its ongoing and efficient expansion in the renewable energy sector, aligning with national carbon neutrality goals [1][5][8] Group 1: Project Developments - The 100 MW wind power project in Zhaoping, Guangxi, has a total estimated cost of approximately RMB 675 million and is expected to take 791 calendar days for construction [1][2] - The 100 MW photovoltaic project in Wuxiang, Shanxi, has a contract value of RMB 406 million, marking a significant step in the company's project development in the region [1][3] - Both projects utilize an integrated EPC model, ensuring clear responsibility, strict timeline control, and strong cost management [3][4] Group 2: Strategic Positioning - The company has successfully secured a total capacity of 400 MW for wind power projects in Guangxi, enhancing its market presence in the southern region [2][5] - The projects are part of a broader strategy to optimize the company's energy asset distribution across multiple regions, including South, North, and East China, thereby increasing overall market competitiveness [4][5] - The company’s recent achievements in project development have been recognized with awards for brand value and growth potential, reflecting positive market sentiment towards its strategic direction [1][8] Group 3: Support and Collaboration - The company benefits from strong support from local governments and strategic partnerships with leading engineering firms, enhancing project execution capabilities [3][6] - The collaboration model involving state-owned enterprises and local companies ensures high-quality project delivery and resource integration [6][7] - The backing from Shandong High-Speed Group provides significant financial and operational advantages, facilitating efficient project financing and risk management [6][7]
背靠山东高速万亿平台,山高新能源(1250.HK)风光EPC连续落子,品牌与成长价值获认可
Ge Long Hui· 2025-12-29 01:05
Core Viewpoint - The recent signing of EPC contracts for a 100 MW wind power project in Guangxi and a 100 MW solar power project in Shanxi by the company demonstrates its ongoing and efficient expansion in the renewable energy sector, aligning with national carbon neutrality goals [1][5] Group 1: Project Developments - The 100 MW wind power project in Zhaoping, Guangxi, has a total contract value of approximately RMB 675 million and is expected to take 791 calendar days for construction, covering all aspects from design to equipment procurement [1][2] - The 100 MW solar power project in Wuxiang, Shanxi, has a contract value of RMB 406 million, marking a significant step in the company's solar project development in the region [1][3] - The successful acquisition of project indicators for multiple wind power projects in Guangxi, totaling 400 MW, showcases the company's competitive edge and strategic positioning in the renewable energy market [2][3] Group 2: Strategic Positioning - The company is actively participating in the development of the Guangdong-Hong Kong-Macao Greater Bay Area, leveraging its strengths in industrial chain collaboration and strategic partnerships [2] - The recent projects are part of a broader strategy to enhance the company's market presence in southern China, aiming to achieve a breakthrough in market share in Guangxi [5][8] - The company is building a clean energy system centered on wind and solar power, which aligns with national sustainability goals and enhances its resilience and profitability [5][8] Group 3: Support and Collaboration - The company benefits from strong support from its major shareholder, Shandong High-Speed Group, which provides significant resources and credit backing, facilitating project financing and operational stability [6][7] - The collaboration model involving state-owned enterprises and listed platforms ensures project efficiency and quality, setting a precedent for future projects [6][7] - The recent EPC contracts reflect a successful integration of external resources and internal shareholder advantages, enhancing the company's operational capabilities [7]
我国首个“6车道改12车道” 高速公路改扩建项目建成通车
Xin Lang Cai Jing· 2025-12-28 19:25
转自:贵州日报 新华社济南12月28日电 12月28日,我国首个"6车道改12车道"高速公路改扩建项目——京台高速齐河至 济南段改扩建项目建成通车。至此,京台高速山东段全部完成升级改造。 据了解,京台高速齐济段改扩建项目由山东高速集团投资建设,项目起自济南绕城高速公路晏城枢纽, 途经德州市齐河县、济南市槐荫区、市中区,止于殷家林枢纽,全长23.999公里。项目建成通车后,将 进一步优化国家高速公路南北网络通行能力,大幅提升京台高速山东段整体通行能力与效率,强化京台 高速南北运输干线功能。 山东高速集团京台高速齐济段改扩建项目办综合计划处处长王伟介绍,在线路设计上,项目创新采用起 终点12车道整体式与路段分离式相结合的复合断面设计,针对起终点8车道与12车道衔接过渡,设置预 分流匝道,减少车辆交织;建设横向应急救援通道,为跨路应急救援提供保障。此外,项目还通过建设 槐荫枢纽立体复合式互通、联络匝道,实现新老路线互联互通,大幅提升通行效率和驾乘体验。 除此之外,在智能建造方面,项目自主开发BIM协同管理平台,实现从施工、验收到计量支付的全流程 线上化管理与可视化呈现。围绕跨黄河穿城区绿色协调发展、黄河特大桥安全建 ...
中国首条“六改十二车道”高速公路建成通车
Zhong Guo Xin Wen Wang· 2025-12-28 06:21
中新网济南12月28日电 (记者沙见龙)12月28日,由山东高速集团投资建设的中国首条"六改十二车道"高 速公路——京台高速齐河至济南段(以下简称"京台高速齐济段")建成通车。至此,京台高速山东段全部 完成升级改造。 京台高速齐济段改扩建项目是交通运输部公路水路重点项目、山东省重大项目,起自晏城枢纽,途经济 南齐河县、槐荫区、市中区,止于殷家林枢纽,全长23.999公里。 据了解,京台高速齐济段作为G3京台高速、G35济广高速与济南绕城高速的共线段,既是国家干线动 脉,又是济南都市圈的核心集散通道,常年超负荷运转导致拥堵指数居高不下。原有六车道已无法较好 地满足社会公众通行需求,实施改扩建迫在眉睫。 在智能建造方面,项目深度融合数字化与智能化,自主开发BIM协同管理平台,实现从施工、验收到计 量支付的全流程线上化管理与可视化呈现。围绕跨黄河穿城区绿色协调发展、黄河特大桥安全建造、超 多车道运营交通安全智慧管控三大方向,项目团队开展10项课题研究,形成一系列专利与工法,并通过 机制砂自产、智能张拉、大体积混凝土智能振捣、新型桩基技术等应用,显著提升了施工效率与工程质 量。 山东高速集团党委常委、副总经理李怀峰在 ...
京台高速齐济段改扩建通车!空中视角看全国首条“六改十二车道”高速公路
Qi Lu Wan Bao· 2025-12-28 03:41
12月28日,由山东高速(600350)集团投资建设的全国首个"六改十二车道"高速公路——京台高速齐河至 济南段(以下简称"京台高速齐济段")改扩建项目建成通车。至此,京台高速山东段全部完成升级改造。(齐 鲁晚报.齐鲁壹点记者王瑞超) ...
山东省属企业科技创新生态建设推进会召开 一系列创新成果发布
Qi Lu Wan Bao· 2025-12-27 02:17
Core Viewpoint - The conference focused on promoting the integration of technological innovation and industrial development among state-owned enterprises in Shandong Province, emphasizing the establishment of collaborative innovation ecosystems [1]. Group 1: Establishment of Innovation Alliances - The first batch of innovation alliances among Shandong state-owned enterprises was officially established, led by ten companies including Shandong Gold and Inspur Group, aiming to strengthen core technology breakthroughs through collaboration with universities and research institutions [3]. - Ten major innovative achievements from state-owned enterprises were announced, covering advanced equipment, new energy, new materials, and biomedicine, showcasing the province's commitment to innovation in strategic emerging industries [3]. Group 2: Technological Innovations - Shandong Steel Group's technology for rapid transition and stable rolling of high-strength steel has improved specification switching efficiency by 28.6%, generating direct economic benefits exceeding 220 million yuan [3]. - Shandong Gold Group's third-generation tailings filling technology has reduced energy consumption by 70% and established a comprehensive data collection and intelligent control platform, addressing key challenges in tailings disposal and achieving international leading standards [3]. Group 3: Integration of Innovation Chains - The deep integration of the "four chains" (talent, education, industry, and innovation) is crucial for unlocking innovation potential and enhancing systemic capabilities, with exemplary cases presented at the conference [4]. - State-owned enterprises are integrating artificial intelligence into production and operations to reduce costs and innovate production models, with typical application scenarios in steel, mining, transportation, and equipment manufacturing being showcased [4]. Group 4: AI and Resource Sharing Platform - The provincial state-owned assets supervision and administration commission launched an "AI+" industry and innovation resource sharing service platform, developed by Inspur, to enhance AI application scenarios and promote resource sharing [5]. - The platform aims to support the digital transformation and collaborative innovation of state-owned enterprises by providing high-quality services and facilitating cooperation opportunities for small and medium-sized enterprises [5].
山东高速公路达到9240公里
Da Zhong Ri Bao· 2025-12-27 01:06
Core Viewpoint - On December 26, eight highway projects were completed and opened to traffic in Shandong Province, increasing the total highway mileage to 9,240 kilometers, with over 300 kilometers added in this round of construction [2][5]. Group 1: Highway Projects Overview - The completed projects include the Jinan to Weishan Highway, Yuncheng to Juancheng Highway, Dong'a to Yanggu Highway, and several others, contributing to the expansion of the provincial highway network [2][5]. - The Shanhaiguan Highway's two cities to Fen Shui section was expanded, and the Jinan to Jining New Airport section of the Jinan to Weishan Highway was also opened [2][3]. Group 2: Project Details - The Shanhaiguan Highway two cities to Fen Shui expansion project is part of the national highway network, with a length of 61.657 kilometers and designed for a speed of 120 km/h [3]. - The Jinan to Weishan New Airport section is 88.6 kilometers long, with a total investment of 13.71 billion yuan, connecting key cities and enhancing transportation efficiency in the region [3][4]. Group 3: Economic and Regional Impact - The new highways are expected to improve regional collaboration and support ecological protection and high-quality development strategies in the Yellow River basin [5]. - The projects will facilitate efficient resource circulation and strengthen the connection between the southwestern Shandong region and the Central Plains economic zone [5].
山东高速资本局
中经记者 王登海 卢志坤 北京报道 近期,山东高速股份有限公司(以下简称"山东高速",600350.SH)一系列密集的资本运作,引发资本 市场广泛关注。 先是受中国国际金融股份有限公司(以下简称"中金公司",601995.SH)换股吸收合并东兴证券股份有 限公司(以下简称"东兴证券",601198.SH)预案影响,公司拟对持有的东兴证券长期股权投资计提6.9 亿元减值;紧接着,又完成对广东省高速公路发展股份有限公司(以下简称"粤高速A",000429.SZ) 股权的清仓,通过关联交易顺利回笼24.35亿元现金。 《中国经营报》记者梳理发现,这两笔投资曾让山东高速在资本运营领域风光无限。东兴证券曾为公司 贡献稳定收益,其中2021年、2024年投资收益均超5000万元;粤高速A更被市场视为"躺赚"优质资产标 杆,2020年至2025年前三季度累计为公司贡献投资收益8.08亿元。 正是依托东兴证券、粤高速A等优质金融股权资产,山东高速的资本运营板块一度强势崛起。2018年, 公司投资收益飙升至32.9亿元高峰,使得"路桥运营+资本投资"双轮驱动战略名噪一时。 然而,盛景难续。近年来,山东高速投资收益持续下滑,资本 ...
轨道上的山东”如何织就新时代“通途
Qi Lu Wan Bao· 2025-12-26 12:13
Core Viewpoint - Shandong Province has achieved a remarkable transformation in high-speed rail development, increasing its operational mileage to 3055 kilometers, leading the nation and significantly enhancing connectivity and economic integration across the region [1][2][4]. Group 1: High-Speed Rail Development - Since the start of the 14th Five-Year Plan, Shandong has transitioned from having a short high-speed rail mileage and few outbound routes to a comprehensive network, now leading the country [1][2]. - The operational mileage of high-speed rail in Shandong has increased from 1240 kilometers in 2018 to 3055 kilometers, marking a significant leap in infrastructure [2][3]. - The province plans to further expand its high-speed rail network to 4400 kilometers by 2028, with ongoing projects aimed at enhancing connectivity [7][10]. Group 2: Economic Impact - The development of high-speed rail has facilitated the integration of various economic zones, such as the connection between the Shandong Peninsula and the Central Plains, promoting regional economic collaboration [4][5]. - High-speed rail has significantly reduced travel times, enhancing accessibility for both residents and tourists, which in turn stimulates local economies [5][6]. - The establishment of the China-Europe Railway Express (Jinan-Qingdao) has bolstered international trade, providing a faster and more cost-effective alternative to traditional shipping methods [8][9]. Group 3: Future Prospects - The ongoing construction of new high-speed rail lines is expected to further enhance Shandong's transportation infrastructure, with a focus on connecting underserved areas and improving overall network efficiency [7][10]. - The integration of high-speed rail with other transportation services, such as dining and logistics, is set to improve the overall travel experience and operational efficiency [9][10]. - Shandong's commitment to building a modern, high-quality transportation network is anticipated to support its economic growth and enhance its role as a key player in national and international logistics [2][8].
零碳智慧服务区首次跨越高速公路
Qi Lu Wan Bao· 2025-12-26 09:30
Core Viewpoint - The completion of the Shenhai Expressway's two cities to Fen Shui section marks a significant infrastructure development in Shandong, enhancing transportation capacity and service levels in the region [2]. Group 1: Infrastructure Development - The Shenhai Expressway's two cities to Fen Shui section has been expanded and opened to traffic, adhering to a dual eight-lane highway standard with a design speed of 120 km/h [2]. - The total length of the expanded section is 61.657 kilometers, contributing to the optimization of the national and Shandong provincial highway network structure [2]. Group 2: Service Area Innovations - The Rizhao service area on the Shenhai Expressway is designed as a zero-carbon smart service area, featuring the first cross-line bridge architectural design in the province [2]. - The service area includes a smart parking guidance system, information release system, and a smart service area management platform, along with a photovoltaic power generation system with a capacity of 2.3 megawatts [2]. Group 3: Economic Impact - The expansion of the Shenhai Expressway is part of the national highway network's "Vertical Two" line, which is crucial for improving the transportation capacity of the Shenhai national expressway and promoting connectivity within the Jiaodong economic circle [2].