证券代码：601669 股票简称：中国电建 公告编号：临 2025-063 中国电力建设股份有限公司董事会 二〇二五年十月三十日 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 限公司和秘鲁国家卫生投资计划署签订了秘鲁皮乌拉大区高复杂性医院设计与施 工项目合同，合同金额约为65.68亿元人民币。该项目位于秘鲁北部皮乌拉大区皮 乌拉市。项目主要工程内容为新建一所医院，其占地面积37,780㎡，规划建设4 栋楼，均为地上7层及地下2层，建筑面积98,141.29㎡，医院将设有387张床位、 15间手术室、放射治疗、核医学、血液透析、化疗区等先进设施。项目合同工期 为1080天，缺陷责任期为52周。 1 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 关于签署重大合同的公告 ...

Core Points - China Power Construction Corporation's subsidiary signed a contract for a complex hospital project in Peru valued at approximately 6.568 billion yuan [1] - The project duration is set for 1080 days, with a defect liability period of 52 weeks [1] Company Summary - The contract was signed between China Water Resources and Electric Power Corporation International Engineering Co., Ltd. and the National Health Investment Program Authority of Peru [1] - This project marks a significant international engagement for the company in the healthcare infrastructure sector [1] Industry Summary - The contract reflects ongoing investment in healthcare infrastructure in Peru, indicating potential growth opportunities in the region [1] - The project aligns with global trends of increasing investment in healthcare facilities, particularly in developing countries [1]

Core Viewpoint - China Power Construction announced a contract signing for a complex hospital project in Peru, valued at approximately 6.568 billion RMB [1] Group 1: Project Details - The project is located in the Piura region of northern Peru, specifically in the city of Piura [1] - The main scope includes the construction of a new hospital covering an area of 37,780 square meters [1] - The hospital will consist of four buildings, each with seven floors above ground and two underground [1] - The total construction area is 98,141.29 square meters, featuring 387 beds and 15 operating rooms, along with advanced facilities such as radiation therapy, nuclear medicine, hemodialysis, and chemotherapy areas [1] Group 2: Contractual Terms - The contract duration is set for 1,080 days, with a defect liability period of 52 weeks [1]

Core Viewpoint - China Power Construction announced that its subsidiary, China Hydroelectric Construction Group International Engineering Co., Ltd., has signed a contract with the Peruvian National Health Investment Program Authority for the design and construction of a high-complexity hospital in the Piura region of Peru, with a contract value of 6.568 billion RMB [1] Group 1 - The project is located in Piura City, northern Peru, and involves the construction of a new hospital [1] - The planned building area is 98,141.29 square meters, featuring 387 beds and 15 operating rooms [1] - The contract duration is set for 1,080 days, with a defect liability period of 52 weeks [1]

Core Viewpoint - The foundation ceremony for a year-round power supply solar-storage project, involving China Electric Power Construction (China Electric), was held in Abu Dhabi, UAE, marking a significant step towards energy transformation in the region [1]. Group 1: Project Overview - The project is jointly developed by Abu Dhabi Future Energy Company and the UAE Water and Electricity Company [1]. - It features a solar power station with an installed capacity of 5.2 gigawatts and a battery system with a total storage capacity of 19 gigawatt-hours, making it one of the largest projects of its kind globally [1]. - The project is expected to be operational by 2027 [1]. Group 2: Strategic Importance - The project aims to address the intermittency challenges of renewable energy, providing stable and sustainable clean power for the era of artificial intelligence and emerging technologies [1]. - The initiative is expected to promote the local digital industry and energy transformation [1]. Group 3: Company Commitment - China Electric's management expressed a commitment to continue developing global clean energy cooperation projects [1].

Core Insights - The Qinghai Yichu Geermu 350 MW tower solar thermal power project marks a significant advancement in solar thermal technology, featuring the world's largest single-unit scale, mirror field area, energy storage capacity, and annual designed power generation [1][2][19] - Solar thermal power is increasingly recognized as a crucial component of China's new energy system, aligning with national "dual carbon" goals and energy security strategies [3][19] Project Overview - The project will utilize innovative "three towers + three mirror fields + distributed energy storage" layout, addressing cost efficiency challenges in traditional solar thermal power plants [2][19] - It is expected to generate approximately 960 million kWh of clean electricity annually, sufficient to power 200,000 households [1] Technology and Advantages - Solar thermal power offers long-duration energy storage and flexible regulation, making it a stable and controllable renewable energy source compared to photovoltaic systems [3][5] - The energy storage system at the Geermu project can support continuous full-load power generation for 14 hours without sunlight, a scale difficult to achieve with most current electrochemical storage systems [5] Industry Development - The development of solar thermal power in China has been significantly driven by central enterprises, which have led technological advancements and commercial demonstrations since 2010 [6][9] - Major projects include the 150 MW Noor III in Morocco and the 50 MW Qinghai Gonghe project, showcasing the successful application of solar thermal technology [9][10] Future Outlook - The solar thermal power industry is expected to evolve towards higher efficiency, broader applications, and deeper industrial collaboration, with a target cost of 0.4 CNY per kWh by 2035 [14][17] - The technology is anticipated to expand beyond electricity generation to include industrial heating and hydrogen production, enhancing its role in decarbonization efforts [15][19]

Core Viewpoint - The successful commissioning of the Jurong Pumped Storage Power Station marks a significant achievement in overcoming complex geological challenges, showcasing innovative engineering solutions in the hydropower sector [1][3][9]. Group 1: Project Overview - The Jurong Pumped Storage Power Station has a total installed capacity of 1.35 million kilowatts, consisting of six reversible turbine generator units of 225,000 kilowatts each [1]. - The project took nearly six years from dam construction to water storage, with a maximum dam height of 182.3 meters, equivalent to a 60-story building [5]. - The normal water storage capacity is 17.12 million cubic meters, comparable to 1.2 times the volume of West Lake [5]. Group 2: Engineering Challenges - The project faced significant challenges due to the complex geological conditions in Jiangsu Province, which lacks favorable terrain for pumped storage power stations [3][6]. - Innovative solutions included raising the upper reservoir to create a water head difference, thus overcoming geographical limitations [3]. - The construction involved a massive fill volume of 30 million cubic meters, which is 6 to 10 times larger than typical pumped storage projects [5]. Group 3: Technological Innovations - The project introduced several industry-first technologies, such as a combined seepage prevention system using asphalt concrete panels and geotextile membranes [6][8]. - The use of TPO geotextile membranes, which have a yield elongation rate of 30%-40%, significantly outperforms conventional HDPE membranes [8]. - The underground powerhouse features a fully enclosed seepage prevention curtain and a large-diameter water intake ball valve, the largest of its kind designed domestically [8]. Group 4: Environmental Impact - The power station is expected to generate 1.35 billion kilowatt-hours of electricity annually, saving 140,000 tons of standard coal and reducing carbon dioxide emissions by 349,000 tons [11]. - It enhances the power grid's ability to manage peak and off-peak electricity demands, addressing supply shortages in Jiangsu [11]. Group 5: Industry Significance - The successful operation of the Jurong Pumped Storage Power Station serves as a model for future projects in complex geological conditions, providing valuable experience in dam deformation control and seepage technology [9]. - The project reflects the technical strength and engineering experience of China Electric Power Construction Group's East China Institute, contributing to national energy transition and regional development [11].

Market Overview - The infrastructure sector experienced a decline of 0.93% on October 28, with *ST Yuan Cheng leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable gainers in the infrastructure sector included: - Jiangjian Co., Ltd. (603815) with a closing price of 13.80, up 7.31% [1] - *ST IF Ping (603843) at 6.79, up 4.95% [1] - ST Lingnan (002717) at 1.94, up 4.86% [1] - Major decliners included: - *ST Yuan Cheng (603388) at 0.90, down 5.26% [2] - China Nuclear Engineering (601611) at 13.38, down 3.95% [2] - Wenke Co., Ltd. (002775) at 4.58, down 2.35% [2] Capital Flow - The infrastructure sector saw a net outflow of 610 million yuan from institutional investors, while retail investors contributed a net inflow of 500 million yuan [2] - The net inflow from speculative funds was 109 million yuan [2] Individual Stock Capital Flow - ST Lingnan (002717) had a net inflow of 49.46 million yuan from institutional investors, but a net outflow of 28.88 million yuan from retail investors [3] - Hongrun Construction (002062) saw a net inflow of 46.19 million yuan from institutional investors, with retail investors experiencing a net outflow of 18.97 million yuan [3] - Jiangjian Co., Ltd. (603815) had a net inflow of 28.99 million yuan from institutional investors, while retail investors faced a net outflow of 12.05 million yuan [3]

Core Viewpoint - China Chengtong Development Group has entered into leasing agreements with China Electric Power Construction and Wuhan Longyue, as well as with Zhengzhou Yucheng, involving a total purchase price of RMB 5 billion for leasing assets, with expected revenues of approximately RMB 3.22 million from these arrangements [1][2]. Group 1 - China Chengtong's indirect wholly-owned subsidiary, Chengtong Financing Leasing, has signed leasing agreements with China Electric Power Construction and its joint lessees [1]. - The total purchase price for the leasing assets under the agreement with Wuhan Longyue is RMB 200 million, based on a net book value of approximately RMB 215 million as of September 30, 2025 [1]. - The total purchase price for the leasing assets under the agreement with Zhengzhou Yucheng is RMB 300 million, based on a net book value of approximately RMB 307 million as of September 30, 2025 [1]. Group 2 - Chengtong Financing Leasing is expected to earn approximately RMB 12.9 million in revenue from the arrangement with Wuhan Longyue, which includes service fees and leasing interest [2]. - Chengtong Financing Leasing is expected to earn approximately RMB 19.34 million in revenue from the arrangement with Zhengzhou Yucheng, which also includes service fees and leasing interest [2].

Core Viewpoint - China Chengtong Development Group has entered into leasing agreements with China Power Construction Real Estate and Wuhan Longyue, as well as with China Power Construction Real Estate and Zhengzhou Yucheng, for leasing assets with a total purchase price of RMB 5 billion [1][2] Group 1: Leasing Agreements - The leasing period for the agreements is set for 2 years, starting from the date of payment for the leasing assets, with the option for early termination based on the terms of the agreements [1] - The total purchase price for the leasing assets under the agreement with Wuhan Longyue is RMB 200 million, based on a net book value of approximately RMB 215 million as of September 30, 2025 [1] - The total purchase price for the leasing assets under the agreement with Zhengzhou Yucheng is RMB 300 million, based on a net book value of approximately RMB 307 million as of September 30, 2025 [1] Group 2: Expected Revenue - China Chengtong Financing Leasing is expected to earn approximately RMB 12.9 million in revenue from the agreement with Wuhan Longyue, which includes service fees and leasing interest [2] - From the agreement with Zhengzhou Yucheng, the expected revenue is approximately RMB 19.34 million, also comprising service fees and leasing interest [2]