智通财经7月31日电，大禹节水在互动平台表示，7月24日，中国电建一行领导到公司参观考察，双方围 绕重大引调水、重大水利、大中型灌区、智慧水利等领域合作进行深入座谈交流并对公司北京研发中心 以及慧图科技进行现场参观。双方将强化多层级对接机制，深化合作内涵，依托各自优势实现互补，协 同探索创新合作模式与路径，达成互利共赢、共同发展的目标。 大禹节水：与中国电建探讨重大水利工程项目合作 ...

Company Overview - China Power Construction Group Co., Ltd. (China Power Construction) was established on November 30, 2009, and listed on the Shanghai Stock Exchange in 2011 under the stock code 601669 [2][3] - The company is a subsidiary of China Power Construction Group, a large state-owned enterprise approved by the State Council in September 2011, headquartered in Haidian District, Beijing [2] Industry Position - China Power Construction ranks first globally in integrated hydropower construction capabilities and performance [2] - The company has been listed among the top 150 of the Fortune Global 500 for four consecutive years and has consistently topped the ENR Global Engineering Design Companies list [3][5] - The company has a domestic hydropower engineering market share exceeding 90% and operates in over 130 countries [5] Business Development - The company aims to become a "world-class green and low-carbon energy supplier" by 2024, with a target of over 90% of its installed capacity coming from clean energy by 2025 [3] - Major projects include the Three Gorges Project and the Baihetan Hydropower Station, as well as international collaborations such as the Poland railway restoration project and the Laos hydropower station [3] Financial Performance - In 2024, the company reported revenue of 633.685 billion yuan, a year-on-year increase of 4.07%, and a net profit of 12.015 billion yuan [11] - The company’s operating cash flow increased by 10.34% year-on-year, reaching 24.546 billion yuan [11] - The total contract backlog was 2.13 trillion yuan, reflecting a 15.37% year-on-year growth [11] Market Dynamics - The announcement of the 1.2 trillion yuan investment in the Yarlung Tsangpo River downstream hydropower project has generated significant interest in the capital market, leading to a three-day stock price surge [10][9] - The company’s market capitalization reached approximately 120 billion yuan as of July 30, 2025 [11] Technological and Competitive Advantages - The company holds a leading position in the engineering contracting sector, ranking 6th among global contractors and leading in the domestic market [11] - It has a comprehensive service model that integrates surveying, design, construction, and operation across the entire industry chain [11] - The company has a strong focus on R&D, with 24.3 billion yuan allocated for research expenses in 2024, marking a 4.3% increase [11]

新组建的中国雅江集团有限公司在国资委最新更新的99家央企名录中位列第22位，位于中国长江三峡集团之后，国家能源投资集团之前，甚至高于电信、 联通和移动三大运营商。 近期，雅鲁藏布江下游水电工程吸引了全球的关注。 这座计划投资1.2万亿耗时20年方能完工的庞大工程，开通后装机容量6000万千瓦、年发电量将超过3000亿千瓦时，能够满足3亿人全年用电需求，解决我 国东南沿海地区的用电紧张局面。 公开资料显示，这个工程国家足够重视。国家领导人出席雅江工程开工仪式，国家为此专门成立了副部级的中国雅江集团有限公司，由国务院国有资产监 督管理委员会代表国务院履行出资人职责，列入国务院国有资产监督管理委员会履行出资人职责的企业名单。 | 19 | 中国华电集团有限公司 | | --- | --- | | 20 | 国家电力投资集团有限公司 | | 21 | 中国长江三峡集团有限公司 | | 22 | 中国雅江集团有限公司 | | 23 | 国家能源投资集团有限责任公司 | | 24 | 中国电信集团有限公司 | | ર્ટ | 中国联合网络通信集团有限公司 | | 26 | 中国移动通信集团有限公司 | 该工程的启动将是中 ...

该项目自2024年5月1日正式开工以来，仅用十四个多月实现送电，总建设周期15.5个月。截至目前，该 项目光伏场区已完成机械施工与设备安装，离网调试工作也已完成，具备全面系统联调与并网发电条 件。 沙特电力采购公司（SPPC）项目负责人侯赛因·哈桑宁在送电仪式上表示："REPDO4-AHK项目展现出 极高的工程组织能力与专业交付效率，特别是在高温、沙尘与多工种交叉施工背景下能够如期、安全、 高质量完成各项关键节点，体现了中国电建团队强大的技术实力和可靠的国际履约能力。项目建设期间 严格落实沙特标准与ESG管理要求，是中方企业在沙特新能源建设领域的优秀典范。" 新华财经利雅得7月30日电 28日，沙特REPDO4-AHK光伏项目110千伏升压站6条回路一次性倒送电成功 实施，标志着该项目全面转入电气系统联合调试阶段，为后续全容量并网和商业运行奠定基础。 REPDO4-AHK光伏项目位于沙特西部城市麦地那沙漠区域，装机容量为1230MWp，是中国电建继多个 大型光伏工程后在沙特实施的又一吉瓦级新能源总承包项目，也是中沙两国在"一带一路"倡议下推动绿 色低碳转型合作的重要示范工程。该项目建设内容涵盖110千伏升压站 ...

Investment Rating - The report maintains a "Buy" recommendation for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with a broad infrastructure investment growth rate of 8.9% in the first half of 2025, despite a slight decline from previous values [3][30] - Real estate investment continues to face pressure, with a 11.2% year-on-year decline in real estate development investment in the first half of 2025 [44] - The construction sector is experiencing a slight increase in fund holdings, with a fund holding market value ratio of 0.43% in Q2 2025, which is still below the standard allocation ratio of 1.77% [65][66] Summary by Sections Special Debt Issuance - The pace of special debt issuance has accelerated, with a total of 2.16 trillion yuan issued in the first half of 2025, a year-on-year increase of 45% [6][3] - The government plans to issue 4.4 trillion yuan in new local government special bonds in 2025, focusing on investment construction and land acquisition [6] Infrastructure Investment - Fixed asset investment growth has slowed, with a total of 248,654 billion yuan in the first half of 2025, reflecting a 2.8% year-on-year increase [27] - Infrastructure investment remains resilient, with significant growth in the electricity, heat, gas, and water supply sectors, which saw a 22.8% year-on-year increase [35][30] Real Estate Market - Real estate investment and sales continue to decline, with a 3.5% decrease in commodity housing sales area in the first half of 2025 [44] - New construction and completion areas have seen a narrowing decline, with new construction down 20.0% year-on-year but improving from previous months [46] Fund Holdings in Construction - Fund holdings in the construction sector have slightly increased, with a market value of 132.95 billion yuan in Q2 2025, reflecting a 9.24% increase from Q1 2025 [65] - The construction sector remains underweight compared to the standard allocation, indicating potential for growth [65][66] Recommendations - The report recommends focusing on stable growth, high dividends, overseas expansion, and regional construction projects, highlighting companies such as China State Construction, China Railway, and others [3][1]

Core Viewpoint - As of July 30, a total of 663 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more, indicating a significant trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - Hengtong Optic-Electric has the longest streak of net outflows, with 23 consecutive days [1]. - Boshijie follows closely with 22 consecutive days of net outflows [1]. Group 2: Stocks with Largest Total Net Outflow - China Power Construction has the highest total net outflow amounting to 6.54 billion yuan over five days [1]. - Tibet Tianlu ranks second with a total net outflow of 4.566 billion yuan over the same period [1]. Group 3: Stocks with Highest Net Outflow Ratio - Anhui Natural Gas has the highest net outflow ratio, with 11.67% over the last five days [1]. - The stock has also seen a decline of 1.04% during this period [1]. Group 4: Summary of Key Stocks - China Power Construction: 5 days, 6.54 billion yuan, 11.67% outflow, 0.44% decline [1]. - Tibet Tianlu: 5 days, 4.566 billion yuan, 12.83% outflow, 40.47% increase [1]. - China Energy Construction: 6 days, 3.575 billion yuan, 11.79% outflow, 7.12% decline [1]. - Dongfang Electric: 6 days, 2.572 billion yuan, 10.95% outflow, 5.70% decline [1].

Investment Rating - The report maintains a "Buy" recommendation for the construction industry [1] Core Viewpoints - Infrastructure investment growth remains robust, with a broad infrastructure investment growth rate of 8.9% in the first half of 2025, despite a slight decline from previous values [3][30] - Real estate investment continues to face pressure, with a year-on-year decline of 11.2% in real estate development investment in the first half of 2025 [45] - The construction sector is experiencing a slight increase in fund holdings, indicating a low allocation compared to standard configuration ratios [66] Summary by Sections Special Bonds Issuance - The issuance of special bonds has accelerated, with a total of 2.16 trillion yuan issued in the first half of 2025, a year-on-year increase of 45% [6] - The government plans to issue 4.4 trillion yuan in new local government special bonds in 2025, focusing on investment construction and land acquisition [6] Infrastructure Investment - Fixed asset investment (excluding rural households) reached 248,654 billion yuan in the first half of 2025, with a year-on-year growth of 2.8% [27] - The investment in the electricity, heat, gas, and water supply sector grew by 22.8% year-on-year, although it showed a decline from the previous month [35] Real Estate Market - The sales area of commercial housing decreased by 3.5% year-on-year in the first half of 2025, with the decline slightly widening [45] - New housing starts decreased by 20.0% year-on-year, but the decline has narrowed compared to previous months [47] Construction Sector Holdings - The fund's holdings in the construction sector increased slightly to 0.43% by the end of Q2 2025, still below the standard allocation ratio of 1.77% [66] - Major state-owned enterprises remain the focus of institutional investors, with significant increases in holdings for companies like China State Construction and Sichuan Road and Bridge [72]

人民网迪拜7月30日电 （记者任皓宇）7月的沙特烈日炎炎。在沙特麦地那西部沙漠中的REPDO 4-AHK光伏 项目升压站控制室内，项目工程师艾尔沙德和项目调试经理黄圭成仔细核对回路的保护定值、电缆接入、电压指 示。随着调度中心传来"可以送电"的口令，黄圭成在操作台上按下启动按钮，电流送出线路流入升压站主母线， 绿色指示灯一一亮起。7月28日，沙特REPDO 4-AHK光伏项目成功完成110千伏升压站6条回路一次性倒送电操 作，标志着项目全面转入电气系统联合调试阶段。据介绍，项目在仅14个多月内实现倒送电，刷新了沙特大型光 伏项目建设工期纪录。 REPDO 4-AHK光伏项目于2024年5月1日正式开工，装机容量为1230兆瓦，是共建"一带一路"倡议与沙 特"2030愿景"重要合作成果之一，也是中国电建继多个大型光伏工程之后在沙特实施的又一吉瓦级新能源总承包 项目。项目建成后将每年生产31亿度清洁电力，保障麦地那75万户居民用电需求，并将每年减少310万吨二氧化碳 和9.3万吨二氧化硫的排放，助力沙特构建低碳环保的经济体系，推动当地经济发展和能源结构多样化，为沙特能 源和经济转型注入新活力。 据介绍，该项目地质 ...

证券之星消息，7月30日基础建设板块较上一交易日下跌1.14%，中国电建领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。基础建设板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001267 | 汇绿生态 | 13.08 | 10.01% | 33.02万 | | 4.12亿 | | 603388 | *ST元成 | 2.62 | 4.38% | 36.97万 | | 9523.81万 | | 600284 | 浦东建设 | 7.11 | 3.64% | 42.85万 | | 3.02亿 | | 002586 | *ST間海 | 3.07 | 1.66% | 9.65万 | | 2922.76万 | | 603007 | *ST花王 | 4.98 | 1.22% | 15.09万 | | 7510.39万 | | 002663 | 普邦股份 | 1.84 | 0.55% | 26.87万 | | 493 ...

从指数持仓来看，上证 180 基建指数十大权重分别为：长江电力（14.26%）、中国建筑（8.58%）、中 国电信（8.28%）、中国移动（7.12%）、中国联通（6.14%）、中国核电（5.49%）、三峡能源 （4.5%）、中国电建（4.45%）、中国中铁（4.28%）、国电电力（2.97%）。 金融界7月30日消息，A股三大指数收盘涨跌不一，上证 180 基建指数 (180基建，000025)上涨0.22%， 报1883.26点，成交额294.32亿元。 数据统计显示，上证 180 基建指数近一个月上涨0.84%，近三个月上涨1.78%，年至今下跌2.41%。 据了解，上证180主题指数系列是在上证180指数的基础上，分别选择符合基建、资源和运输等主题概念 的上市公司证券作为指数样本，以反映其在二级市场的整体表现。该指数以2002年06月28日为基日，以 1000.0点为基点。 从上证 180 基建指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证 180 基建指数持仓样本的行业来看，公用事业占比40.30%、工业占比36.92%、通信服务占比 22.78%。 资料显示，指数样本每半年调整 ...