证券代码：601669 股票简称：中国电建 公告编号：临 2025-061 中国电力建设股份有限公司 关于签署重大合同的公告 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。 近日，中国电力建设股份有限公司下属子公司中国水电建设集团国际工程有 限公司、中国电建集团华东勘测设计研究院有限公司与中国电力建设集团有限公 司组成联合体，与沙特阿菲夫可再生能源公司签订了沙特阿菲夫 1 光伏 IPP 项目 及沙特阿菲夫 2 光伏IPP 项目合同，合同金额折合人民币分别约 58.43亿元、58.76 亿元。两个项目均位于沙特中部地区利雅得省阿菲夫镇，工程范围为：修建 2000MW 光伏场区、33/132kV 场区升压站、132kV 送出线路、电网站的部分连接设施和接 口设施、连接道路等。合同工期均为 26 个月。 敬请投资者注意投资风险。 特此公告。 中国电力建设股份有限公司董事会 二〇二五年十月十一日 ...

Core Viewpoint - China Power Construction Group has signed contracts for two solar photovoltaic IPP projects in Saudi Arabia, indicating a significant expansion in international renewable energy projects [1] Group 1: Project Details - The contracts are for the Afif 1 and Afif 2 solar photovoltaic IPP projects, with contract amounts approximately RMB 58.43 billion and RMB 58.76 billion respectively [1] - Both projects are located in the Afif town of Riyadh Province, Saudi Arabia, and involve the construction of a 2000MW solar field, substations, transmission lines, and related infrastructure [1] - The contract duration for both projects is set at 26 months [1]

中国电建10月10日晚间公告，公司下属子公司中国水电建设集团国际工程有限公司、中国电建集团华东 勘测设计研究院有限公司与中国电力建设集团有限公司组成联合体，与沙特阿菲夫可再生能源公司签订 了沙特阿菲夫1光伏IPP项目及沙特阿菲夫2光伏IPP项目合同，合同金额折合人民币分别约58.43亿元、 58.76亿元。两个项目均位于沙特中部地区利雅得省阿菲夫镇，工程范围为：修建2000MW光伏场区、 33/132kV场区升压站、132kV送出线路、电网站的部分连接设施和接口设施、连接道路等。合同工期均 为26个月。 ...

Core Viewpoint - China Power Construction Corporation's subsidiaries have signed contracts for two solar photovoltaic projects in Saudi Arabia, indicating a significant expansion in international renewable energy projects [1] Group 1: Project Details - The joint venture includes China Hydropower Engineering Group International Co., Ltd., China Power Construction Group East Survey and Design Institute Co., Ltd., and China Power Construction Group Co., Ltd. [1] - The contracts are for the Afif 1 and Afif 2 solar IPP projects, with contract amounts approximately RMB 58.43 billion and RMB 58.76 billion respectively [1] - Both projects are located in Afif Town, Riyadh Province, Saudi Arabia, and involve the construction of a 2000MW solar field, substations, transmission lines, and related infrastructure [1] Group 2: Project Timeline - The construction period for both projects is set at 26 months [1]

Core Points - China Electric Power Construction (601669) announced on October 10 that its subsidiaries have signed contracts for two solar photovoltaic IPP projects in Saudi Arabia with a total contract value of approximately 117.19 billion RMB [1] Group 1: Project Details - The projects, named Afif 1 and Afif 2, are located in the Afif town of Riyadh Province, Saudi Arabia [1] - The scope of work includes the construction of a 2000MW photovoltaic field, 33/132kV substations, 132kV transmission lines, and associated connection facilities and access roads [1] - The contract duration for both projects is set at 26 months [1] Group 2: Financial Aspects - The contract value for the Afif 1 project is approximately 58.43 billion RMB, while the Afif 2 project is approximately 58.76 billion RMB [1]

每经AI快讯，10月10日，中国电建(601669.SH)公告称，公司下属子公司与沙特阿菲夫可再生能源公司 签订了沙特阿菲夫1光伏和沙特阿菲夫2光伏项目合同，合同金额折合人民币分别约58.43亿元、58.76亿 元，合计约117.19亿元。两个项目均位于沙特中部地区利雅得省阿菲夫镇，工程范围包括修建2000MW 光伏场区、相关升压站和送出线路等设施。合同工期均为26个月。 ...

中国电建公告，下属子公司中国水电建设集团国际工程有限公司、中国电建集团华东勘测设计研究院有 限公司与中国电力建设集团有限公司组成联合体，与沙特阿菲夫可再生能源公司签订了沙特阿菲夫1 光 伏IPP 项目及沙特阿菲夫 2 光伏IPP 项目合同，合同金额折合人民币分别约58.43亿元、58.76亿元。两个 项目均位于沙特中部地区利雅得省阿菲夫镇，工程范围为：修建2000MW光伏场区、33/132kV 场区升 压站、132kV 送出线路、电网站的部分连接设施和接口设施、连接道路等。合同工期均为 26 个月。 ...

Market Performance - The infrastructure sector rose by 2.75% on October 9, with Guanzhong Ecological leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Top Gainers in Infrastructure Sector - Guanzhong Ecological (300948) closed at 19.36, up 20.02% with a trading volume of 32,600 lots and a transaction value of 63.17 million [1] - Beixin Road and Bridge (002307) closed at 4.90, up 10.11% with a trading volume of 865,700 lots and a transaction value of 416 million [1] - Oriental Garden (002310) closed at 2.84, up 10.08% with a trading volume of 2,285,700 lots and a transaction value of 633 million [1] - China Nuclear Construction (601611) closed at 9.74, up 10.06% with a trading volume of 1,222,100 lots and a transaction value of 1.155 billion [1] Market Capital Flow - The infrastructure sector saw a net inflow of 885 million from main funds, while retail funds experienced a net outflow of 261 million [2] - The main funds' net inflow and outflow for specific stocks indicate varying investor sentiment within the sector [3] Individual Stock Fund Flow - China Railway (601390) had a main fund net inflow of 347 million, but retail funds saw a net outflow of 91.89 million [3] - Xinjiang Communications Construction (002941) experienced a main fund net inflow of 276 million, with retail funds seeing a net outflow of 129 million [3] - China Nuclear Construction (601611) had a main fund net inflow of 170 million, while retail funds experienced a net outflow of 96.60 million [3]

Core Insights - China Electric Power Construction Water Resources Seven Bureau (referred to as "Water Resources Seven Bureau") has evolved from a domestic engineering builder to a globally competitive comprehensive enterprise over the past sixty years, reflecting the technological progress and market-oriented transformation of China's hydropower industry [1] Historical Development - The Water Resources Seven Bureau's predecessor, the Sanmenxia Engineering Bureau, participated in the construction of the Sanmenxia Hydropower Station, marking the beginning of large-scale water conservancy construction in New China in 1957 [2] - The bureau faced challenging conditions during the construction of the Gongzui Hydropower Station, which took thirteen years to complete and established a strong work ethic that became the foundation for its future development [2] - The completion of the Tongjiazui Hydropower Station in 1996 marked the end of directive engineering tasks and the beginning of a market-oriented development phase for the Water Resources Seven Bureau [3] Technological Breakthroughs - After the directive engineering phase, the Water Resources Seven Bureau began its market-oriented transformation, achieving significant milestones such as the construction of the Three Gorges Project and the Longtan Hydropower Station, which set records in concrete pouring and turbine installation [4][5] - The bureau has installed nearly 500 various types of hydropower generating units, with a total installed capacity exceeding 60 million kilowatts, earning over 300 honors including national engineering milestone awards [5] International Expansion - With the advancement of the "Belt and Road" initiative, the Water Resources Seven Bureau expanded its business internationally, engaging in projects across South Asia, Southeast Asia, the Middle East, North Africa, and Eastern Europe [6] - Notable international projects include the Bagun Hydropower Station in Malaysia, the Roseries Hydropower Station in Sudan, and the PKM Highway in Pakistan, which have become regional benchmarks [6][7] Future Development Goals - The Water Resources Seven Bureau is focusing on high-quality development aligned with China's dual carbon goals, implementing a strategic plan known as "3331" to enhance its project management and execution standards [9] - The company is actively expanding its clean energy project portfolio, including significant advancements in hydropower and renewable energy sectors [12] Cultural and Social Responsibility - The Water Resources Seven Bureau emphasizes the importance of party building and corporate culture, fostering a spirit of resilience and innovation while fulfilling social responsibilities through various domestic and international projects [13]

Core Insights - The Chinese government is promoting the integration of artificial intelligence (AI) with renewable energy to enhance the quality of energy development, focusing on applications like power prediction and smart operations [1][2]. Group 1: Government Initiatives - The National Development and Reform Commission and the National Energy Administration issued guidelines to advance "AI + Energy" applications, emphasizing the need for high-precision power forecasting and smart operations in renewable energy [1]. - The government aims to support the stable supply of renewable energy through an integrated model combining weather forecasting, power prediction, smart trading, and intelligent operations [1]. Group 2: Corporate Adoption of AI - Major state-owned energy companies, including State Grid, China Southern Power Grid, and China Energy Group, have begun integrating the DeepSeek AI model into their operations [2][3]. - China Huaneng and China Datang have localized the DeepSeek model to enhance their AI capabilities in various business applications, including financial systems and operational management [3][4][9]. Group 3: Specific Implementations - Longyuan Power has deployed the DeepSeek-R1 model on its digital platform, enabling efficient AI services for its subsidiaries and enhancing decision-making in renewable energy operations [5][6]. - China Huaneng launched the "Smart Little Energy" AI assistant and integrated it with its mobile portal, marking a significant step in its AI application efforts [9]. - China Huadian's "Huadian Ruisi" digital platform has integrated DeepSeek to improve intelligent Q&A and document analysis capabilities [12]. Group 4: Technological Advancements - The DeepSeek-R1 model features multi-modal processing and dynamic attention mechanisms, allowing it to efficiently integrate various data types for enhanced operational support [5]. - China Energy Construction has completed the full integration of DeepSeek models, significantly boosting its digital transformation efforts [17]. Group 5: Future Directions - Longyuan Power plans to deepen the integration of its digital platform with the DeepSeek model across six key business areas, aiming for a comprehensive AI development platform [6]. - China National Nuclear Corporation is set to enhance its AI capabilities by integrating DeepSeek with its existing models, focusing on sustainable development and intelligent upgrades [19][20].