智光电气（002169）(002169.SZ)发布公告，公司控股子公司广州智光储能科技有限公司(以下简称"智光 储能")于近日与中国电建（601669）集团河北省电力勘测设计研究院有限公司(以下简称"买方")签订了 金额合计为2.1亿元的《采购合同》，买方向智光储能购买储能设备。 ...

Core Insights - The China Electric Power Construction Enterprise Association (CEPCA) released the Clean Energy Construction Prosperity Index (CEPI) and Power Construction Development Index (PCDI) for Q4 2025, indicating a stable recovery in the clean energy construction sector and an accelerated energy transition [1][11] CEPI Summary - The CEPI for Q4 2025 is 108.242, showing a year-on-year decrease of 8.22 points and a quarter-on-quarter decrease of 2.96 points, remaining within the prosperous range of 100-120 [2] - The index, based on 2017, focuses on hydropower, nuclear power, wind power, and solar power, with fluctuations attributed to a slowdown in the growth rate of new clean energy installed capacity [2] - By the end of 2025, the total installed power generation capacity reached 3.89 billion kilowatts, a year-on-year increase of 16.12%, with clean energy capacity at 2.35 billion kilowatts, accounting for over 60% [2] PCDI Summary - The PCDI for Q4 2025 is 93.29, showing a year-on-year decrease of 1.29 points but a quarter-on-quarter increase of 5.87 points, driven by improvements in all four sub-indices [9] - The economic efficiency sub-index performed best at 92.93, with a year-on-year increase of 3.53 points and a quarter-on-quarter increase of 9.15 points, despite slight declines in revenue and new contracts [10] - The green development sub-index is at 93.19, with a year-on-year decrease of 4.81 points but a quarter-on-quarter increase of 9.66 points, indicating a significant increase in non-fossil energy installed capacity [10] Investment and Capacity Insights - In Q4 2025, clean energy investment totaled 381 billion yuan, a year-on-year decrease of 23.97%, while the newly added power generation capacity was 17.944 million kilowatts, a year-on-year decrease of 5.88% but a quarter-on-quarter increase of 144.44% [2][5] - Clean energy generation reached 1,685.9 billion kilowatt-hours, a year-on-year increase of 20.65%, representing 53.34% of the national power generation, equivalent to a reduction of 138.4 million tons of CO2 emissions [5] Economic Context - In Q4 2025, China's GDP reached 38.791 trillion yuan, growing by 4.5% year-on-year and 1.2% quarter-on-quarter, with fixed asset investment (excluding rural households) at 11.3651 trillion yuan [11] - Power construction investment completed amounted to 695.8 billion yuan, with a quarter-on-quarter increase of 82.19%, reflecting its significance within fixed asset investment [11]

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。 ...

据介绍，"电建数绘"工程BIM平台采用全新国产BIM平台底座，可用于水利水电等复杂工程三维协同数 字化设计。该平台以多个复杂水利水电工程为样本，完成了从三维建模到生产出图的全过程应用验证， 能够满足重大复杂工程的应用需求，在布尔运算、轮廓线建模、离散建模等方面性能达到国际领先水 平，填补了国产组件在水利水电复杂结构精细化建模方面的技术空白。"电建数绘"工程BIM平台已成功 入选国内首版次软件并通过BIM软件自主研创首个"卓越"级（最高等级）认证。 在数绘勘察方面，"电建数绘"工程BIM平台提供从勘察数据标准化管理、地质三维精细化建模、模型分 析到图件自动化编绘的一站式勘察数字化解决方案；在数绘水工方面，平台功能覆盖拱坝、重力坝等全 坝型，满足厂房、坝工、建筑等多专业参数化需求，实现从模型到图纸的全流程三维设计；在数绘机电 方面，平台功能覆盖设备布置、管线设计、元器件参数化以及出图，为智慧电站的建设和运维提供精准 可靠的模型和数据。 "国产BIM软件及相关数字技术产品，在未来重大工程建设、智慧城市运营、产业数字化升级等诸多领 域，应用场景广阔、市场空间巨大，必将在推动我国未来产业发展、筑牢国家基础设施安全屏障中 ...

年关将近，记者走进肯尼亚西部乡村，中国企业海外建设者们正在工地上加班加点，修筑乡村道路。他 们与当地村民因路结缘，双方增进了解、互助友爱的故事每天在这里续写。 "在施工过程中经常与村民打交道，在交往中增进了解，友谊不断升温。"电建市政643标段项目部常务 副经理范高欣说，目前中方建设者和管理人员都能熟练使用斯瓦西里语，道路沿途村民也学会了不少中 文。 范高欣回忆，有一次他正在工地调配设备，眼看快要下雨，附近80多岁的村民彼得招呼他去家里避雨， 还热情招待吃饭。"盛情难却，我接受了邀约。"老人准备了丰盛的饭菜，有炸鱼、炖牛肉、甜豆、薄油 饼、米饭，还有蔬菜以及果汁、酸奶。"老人向我展示家人的老照片，介绍了家族在当地的情况。"范高 欣说，那次做客的经历很温暖，双方约好下次再聚。 随着公路畅通，"博达博达"司机们的生意也日益红火。摩的司机道格拉斯告诉记者："以前路况差，车 子损耗大，乘客数量相对少。现在每天忙着接送学生、农民、商贩，收入翻了一番。" 沿着由中企承建的肯尼亚乡村公路643标段平整的柏油路前行，两侧碧浪翻涌的茶田、硕果低垂的蕉园 与玉米挺直吐穗的田地次第展开，不时有小卖部映入眼帘。货车、农用车和当地摩的 ...

Group 1 - China Harbour Engineering Company won the bid for the Ghana Coastal Passenger and Cargo Corridor project, which includes the construction of two 290-meter square docks and associated facilities [3][11] - China Harbour Engineering Company also secured the bid for the Ecuador Posorja Multi-Purpose Dock extension project, which involves extending the dock by 100 meters and constructing a 40,000 square meter yard [3][11] - China Construction (Nanyang) Development Co., a subsidiary of China State Construction Engineering Corporation, won the bid for the Singapore Alexandra Hospital IP section project, which includes a 23-story inpatient building and a 3-story basement [3][11] Group 2 - A consortium led by China Jiangxi International Economic and Technical Cooperation Co. and Shandong Taikai Power Engineering Co. won the bid for the Cambodia National Grid Upgrade Project, which includes the construction of five substations [5][12] - The China-Laos 500kV interconnection project has achieved full line connectivity, with a total length of 177.5 kilometers, enabling a dual-direction power transmission capacity of 1.5 million kilowatts [6][13] - China Communications Construction Company completed the full track laying of the East Coast Railway Project Phase I in Malaysia, marking the transition to system integration and testing [6][13] Group 3 - Harbin Electric International Company successfully ignited the first gas turbine of the Uzbekistan Syr Darya Phase II 1600 MW combined cycle project, marking a significant milestone in the project [6][14] - China Electric Power Construction Group commenced the Laos 230kV Bamont 2-Napier transmission project, which includes the construction of new transmission lines and substations [6][14] - The Sri Lanka High Court building renovation project was completed and handed over, involving structural reinforcement and upgrades to various systems [8][15] Group 4 - The Algeria Western Railway Mining Line project was officially opened, with a total length of 950 kilometers, of which 575 kilometers were constructed by China Railway Construction Corporation [8][9] - The Mozambique graphite processing plant, initiated by Jinan Yuxiao Group, held its completion ceremony, with a total investment of approximately $150 million and an annual production capacity of 200,000 tons [8][9] - The Ethiopia Aissa Wind Power Project, constructed by China Dongfang Electric Group, commenced power generation with a total installed capacity of 120 MW [8][9]

Core Insights - The global wind power installed capacity is expected to reach 117 GW in 2024, marking a historical high, with onshore wind contributing 109 GW and offshore wind 8 GW [1] - The global wind power EPC market is projected to reach approximately $57.9 billion in 2024, driven by increasing demand for clean and renewable energy [3] - Onshore wind EPC projects dominate the market, accounting for about 59% of the global share due to lower installation costs and shorter project delivery times [6] - The Asia-Pacific region is a leading market for wind power EPC, with market shares of 39% in Europe, 25% in North America, and 23% in Asia-Pacific [8] - By 2030, the global wind power EPC market is expected to exceed $82 billion, supported by government policies promoting renewable energy and advancements in wind technology [10] Market Distribution - The global wind power EPC market is segmented into onshore and offshore projects, with onshore projects being favored due to their cost-effectiveness and familiarity among developers [6] - The geographical distribution of the wind power EPC market shows Europe as the largest market, followed by North America and the Asia-Pacific region [8] Future Projections - The wind power EPC market is anticipated to grow significantly, with projections indicating a market size exceeding $82 billion by 2030, driven by technological advancements and a focus on sustainability [10]

中国能源工程股份有限公司，成立于1987年，位于北京市，是一家以从事电力、热力生产和供应业为主 的企业。企业注册资本30000万人民币。通过天眼查大数据分析，中国能源工程股份有限公司共对外投 资了4家企业，参与招投标项目201次，财产线索方面有商标信息18条，专利信息7条，此外企业还拥有 行政许可5个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，中国电建集团福建省电力勘测设计院有限公司取得一项名为"一种水上架空 输电线路钢管桩-平台连接设计方法"的专利，授权公告号CN116401735B，申请日期为2023年2月。 天眼查资料显示，中国电建集团福建省电力勘测设计院有限公司，成立于1993年，位于福州市，是一家 以从事专业技术服务业为主的企业。企业注册资本60000万人民币。通过天眼查大数据分析，中国电建 集团福建省电力勘测设计院有限公司共对外投资了18家企业，参与招投标项目5000次，专利信息792 条，此外企业还拥有行政许可71个。 来源：市场资讯 ...

主要指数月度走势 主要指数占对应市场市值比例 沪深300十大权重 中证分类债券指数月度走势 沪深300行业指数月度表现 上证综指行业月度表现 □ 中证指数有限公司、上海证券报联合推出 主要股票指数月度表现 交易日数：20 开盘 最高 最低 收盘 涨跌点数 涨跌幅 日均成交量 日均成交金额 (百万股) (亿元) 沪深300 4661.62 4836.95 4645.47 4706.34 76.40 1.65% 30059 7360 中证100 4526.86 4720.41 4526.86 4615.93 129.46 2.89% 14519 4136 中证800 5145.47 5427.40 5145.47 5338.51 229.33 4.49% 61134 13532 中证200 5682.69 6145.84 5682.69 6024.78 374.98 6.64% 17525 3873 中证500 7523.88 8671.35 7523.25 8370.52 904.95 12.12% 31075 6172 中证700 6517.40 7278.34 6517.40 7085.98 612.90 ...

刚刚过去的2025年，北京楼市走得并不容易。 以新房来说，2025全年成交量约3.5万套，同比下降4.55%。较2021年高峰时的6.28万套，跌了近5成，创六年来新低。 图源：项目方 而近乎销声匿迹的别墅市场，2025年竟也热闹起来了，掀起这股热浪的正是泷悦玖宸，同样出身于中国电建地产。 9月，泷悦玖宸开盘，当月网签28套、面积1.09万㎡、总金额3.09亿，便成功拿下当月北京别墅市场套数、面积、金额三冠王；进入10月份，网签继续上 扬，共成交44套、成交面积1.7万㎡、总金额4.4亿元，继续蝉联9-10月北京别墅市场"三冠王"。而后，泷悦玖宸更成为下半年别墅TOP1，且跻身全年别墅 TOP3。不仅一扫别墅市场的沉寂，更向市场证明了别墅这个终极居所新的价值潜力。 图源：项目方 作为北京今年唯一一个新入市的别墅产品，泷悦玖宸多冠加冕的背后，既是其通过卓越产品力对稀缺自然与人文资源的深刻兑现，也是中国电建地产在战 略布局、品质坚守中，给京城别墅市场交出的完美答卷。 01、西山重启，一场理想生活方式的终极兑现 与之形成鲜明对比的是，个别项目逆市上扬，成为市场冷却状态下罕见的"炙热"。 如年初，中国电建地产旗下的长 ...