证券日报网讯 1月7日，宏盛华源在互动平台回答投资者提问时表示，公司具体经营数据请以公司披露 的定期报告为准。 （文章来源：证券日报） ...

（来源：许继电气） 于2021年9月25日在上海正式揭牌成立,是国务院 国资委监管的国有重要骨干企业,拥有中国西电 (601179.5H)、许继电气(000400.SZ)、平高电 气(600312.5H)、宏盛华源(601096.SH)、保 变电气 (600550.SH)、宝光股份 (600379.SH) 、 西高院(688334.SH)等7家上市公司,是我国输配电 领域规模最大、产业链最完整、综合能力最强的装备 制造企业,承担着国家能源电力安全保供物理基础和第 一道防线的核心功能。 中国电气装备以"智慧电气、系统服务、高效能 源"为总体布局,践行"赋能智慧电气、创引绿色 能源"企业使命,致力于打造原创技术策源地和现代 产业链链长,着眼于电气装备高端制造和综合解决方 案,产品和服务覆盖发电、输电、变电、配电、 用电等电力环节,并广泛应用于综合能源服务、储能、 轨道交通、工业自动化等其他领域。 Overnisational Cha HINAHI 中国西电集团有限公司 中国西电电气股份有限公司 许继集团有限公司 许继电气股份有限公司 平高集团有限公司 河南平高电气股份有限公司 山东电工电气集团有限公司 EE 气 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601096 证券简称：宏盛华源 公告编号：2026-001 宏盛华源铁塔集团股份有限公司 关于全资子公司竞得土地使用权暨 对外投资进展公告 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。 重要内容提示： 一、对外投资基本情况 宏盛华源铁塔集团股份有限公司（以下简称"公司"或"宏盛华源"）已于2024年10月28日召开2024年第五 次临时股东大会审议通过《关于浙江盛达铁塔有限公司土地征收并开展输电铁塔智能绿色工厂建设项目 的议案》，同意浙江盛达铁塔有限公司（以下简称"浙江盛达"）原生产基地整体搬迁方案及实施输电铁 塔智能绿色工厂建设项目，具体内容详见公司2024年10月11日披露于上海证券交易所官网 （www.sse.com.cn）的《宏盛华源关于浙江盛达铁塔有限公司土地征收并开展输电铁塔智能绿色工厂建 设项目的公告》（公告编号：2024-066）。 浙江盛达于2024年12月26日完成新厂第一期土地竞拍，交易价格9,800.00万元，土地面积196亩，于2024 ...

证券代码：601096 证券简称：宏盛华源 公告编号：2026-001 宏盛华源铁塔集团股份有限公司关于全资子 公司竞得土地使用权暨对外投资进展公告 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。 重要内容提示： | 投资标的名称 | 浙江盛达输电铁塔智能绿色工厂建设项目 | | | --- | --- | --- | | 本次投资金额（万元） | 4,954.65 | | | 投资进展情况 | 完成 进展 | 终止 | | 特别风险提示 | 项目建设过程中可能受有关部门审批手续、 | | | | 有关政策调整、项目资金筹集或不可抗力等 | | | | 因素影响，实施进度存在一定的不确定性。 | | | | 公司将根据后续进展情况及时履行信息披露 | | | | 义务，敬请广大投资者理性投资，注意投资 | | | | 风险。 | | 一、对外投资基本情况 宏盛华源铁塔集团股份有限公司（以下简称"公司"或"宏盛华 源"）已于 2024 年 10 月 28 日召开 2024 年第五次临时股东大会审议 通过《关于浙江盛达铁塔有 ...

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [2] Core Views - The report emphasizes that the construction sector is expected to experience a "spring surge" as the "14th Five-Year Plan" approaches its start, with significant government support and infrastructure investment anticipated [3][4][10] - The report highlights that the investment pace in the early stages of the "14th Five-Year Plan" is likely to follow historical patterns, with a concentration of project launches and higher investment growth expected [4][10] - The construction sector is advised to focus on three core investment themes for 2026: major national projects, high-dividend state-owned enterprises, and private construction companies leveraging cash flow for new opportunities [5][19] Summary by Sections Policy Developments - The government is actively releasing positive signals regarding the "14th Five-Year Plan," focusing on high-quality development and major infrastructure projects [3][20] - The National Housing and Urban-Rural Development Conference has emphasized stabilizing the real estate market and accelerating the renovation of old urban areas [3][20] Market Performance - The report notes that the construction and decoration index rose by 2.26% during the week, with significant gains in sectors such as decoration and specialized engineering [6] - A total of 101 stocks in the construction sector saw price increases, with notable performers including Hainan Development (+56.46%) and Shanghai Bay (+44.35%) [6] Future Outlook - The report anticipates that the construction sector will see a resurgence in investment activity, particularly in traditional infrastructure such as railways and highways, as well as new infrastructure projects [4][10][14] - The focus on water conservancy and transportation infrastructure is expected to increase, with several provinces already initiating planning for these projects [13][14] - The report suggests that the construction sector will benefit from a shift towards new infrastructure and low-altitude economy projects, which are gaining traction in local planning [14][19]

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [2] Core Insights - The report emphasizes the upcoming "spring excitement" in the construction sector as the "14th Five-Year Plan" approaches its start, with a historical pattern of infrastructure investment showing a tendency for higher growth in the early stages of five-year plans [4][10] - The report highlights that the current infrastructure investment is still at a low level, but anticipates an increase in investment pace as the "15th Five-Year Plan" begins, which is expected to support the construction sector's performance in 2026 [4][10] - Key areas of focus for investment include major national projects such as the canal system, Tibet railway, and new energy infrastructure, which are expected to generate long-term order demand [19] Summary by Sections Policy Developments - The report notes that the government is actively releasing positive signals regarding the "15th Five-Year Plan," with a focus on high-quality development and major infrastructure projects [3][20] - The central government has emphasized the importance of stabilizing the real estate market and accelerating the renovation of old urban areas, with significant progress already reported in various provinces [3][21] Market Performance - The report indicates that the construction and decoration index has shown positive performance, with a 2.26% increase, and highlights the top-performing stocks in the sector [6] Future Outlook - The report identifies three core investment themes for the construction sector in 2026: 1. Major national projects that will continue to drive long-term demand [19] 2. High-dividend, low-valuation state-owned construction enterprises that are expected to gain value [19] 3. Private construction companies leveraging cash flow and flexibility to enter new markets such as clean rooms and AI infrastructure [19]

财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 本次投资设立全资子公司符合公司战略布局及未来经营发展规划，可使公司充分整合资源优势，提高综 合竞争力，对公司长期可持续发展具有积极战略意义。本次新设全资子公司不会对公司财务状况及经营 成果产生重大影响，不会损害公司及全体股东的利益。 格隆汇12月26日丨宏盛华源(601096.SH)公布，宏盛华源铁塔集团股份有限公司拟投资设立全资子公司 陕西盛世金源电力装备有限公司，注册资本6,300万元。 ...

本次投资设立全资子公司符合公司战略布局及未来经营发展规划，可使公司充分整合资源优势，提高综 合竞争力，对公司长期可持续发展具有积极战略意义。本次新设全资子公司不会对公司财务状况及经营 成果产生重大影响，不会损害公司及全体股东的利益。 格隆汇12月26日丨宏盛华源(601096.SH)公布，宏盛华源铁塔集团股份有限公司拟投资设立全资子公司 陕西盛世金源电力装备有限公司，注册资本6,300万元。 ...

智通财经APP讯，宏盛华源(601096.SH)发布公告，公司拟投资设立全资子公司陕西盛世金源电力装备 有限公司，注册资本6300万元，主要业务为铁塔、钢结构制造，金属表面处理及热处理加工等业务。 ...

宏盛华源（601096）(601096.SH)发布公告，公司拟投资设立全资子公司陕西盛世金源电力装备有限公 司，注册资本6300万元，主要业务为铁塔、钢结构制造，金属表面处理及热处理加工等业务。 ...