Market Overview - The infrastructure sector experienced a decline of 2.16% on January 27, with Guosheng Technology leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the infrastructure sector included: - Huylv Ecological (Code: 001267) with a closing price of 28.09, up 9.98% [1] - ST Lingnan (Code: 002717) with a closing price of 69.T, up 3.68% [1] - Major decliners included: - Guosheng Technology (Code: 603778) with a closing price of 16.85, down 9.21% [2] - China Railway (Code: 601390) with a closing price of 5.54, down 4.48% [2] Trading Volume and Capital Flow - The infrastructure sector saw a net outflow of 1.145 billion yuan from main funds, while retail investors contributed a net inflow of 741 million yuan [2] - The trading volume for Guosheng Technology reached 81.24 million shares, with a transaction value of 1.424 billion yuan [2] Individual Stock Capital Flow - Huylv Ecological had a main fund net inflow of 180 million yuan, while retail investors showed a net outflow of 92.43 million yuan [3] - ST Lingnan experienced a main fund net inflow of 28.66 million yuan, with retail investors showing a net outflow of 16.95 million yuan [3]

Group 1 - The Nepalese Chinese Enterprises Association held a general meeting and election on January 26, 2023, in Kathmandu, electing China Power Construction Corporation as the president unit, with Chen Xu as the president [1][3] - The meeting reviewed the work report from the previous president unit, China Communication Services Nepal, and featured representatives from various sectors sharing experiences and analyzing challenges in expanding the Chinese enterprises' market presence in Nepal [3] - The new board of directors was elected, including prominent companies such as China Power Construction, China Communication Services Group, and others, with China Communication Services Group serving as the secretary-general unit [3][4] Group 2 - The meeting also approved the revised constitution of the Nepalese Chinese Enterprises Association for 2026 [3] - The Chinese Embassy in Nepal acknowledged the association's role in uniting and serving Chinese enterprises and promoting Sino-Nepal economic cooperation [4] - The Nepalese Chinese Enterprises Association was established in 2013 and currently has 70 member units [4]

随着国家能源战略的深化推进和"双碳"目标的全面落实，我国电力基础设施建设迈入高质量发展新阶 段。2026年初，中国电力建设集团（以下简称"中国电建"）、中国能源建设集团（以下简称"中国能 建"）和中国安能建设集团（以下简称"中国安能"）相继召开2026年度工作会议，系统总结了"十四 五"发展成就，并公布了面向"十五五"的战略蓝图。 从披露的数据与规划看，新能源业务、境外业务与新兴业务已成为行业增长的三大支柱——新能源电力 业务特别是新能源与抽水蓄能持续领跑，境外市场拓展步伐加快，而以储能、综合智慧能源、数字基建 为代表的新兴业务迅猛增长，共同推动能源电力基建央企在结构优化中实现稳步跃升。 新能源业务、境外业务与新兴业务已成行业增长三大支柱 就在上周，中国电建、中国能建相继披露2025年新签合同额。中国电建全年新签合同总额达13332.83亿 元，同比增长4.93%；中国能建全年新签合同额14493.84亿元，同比增长2.88%，两家企业均保持良好增 长态势。 两家央企新签合同额增速与上年相比有所放缓。"十四五"以来，两家央企签约额增速经历了抛物线走 势。需要看到的是，近两年来增速放缓的背后是结构性跃升。 新能 ...

证券代码：601669 股票简称：中国电建 公告编号：临2026-007 中国电力建设股份有限公司 关于提前归还部分临时补充流动资金的募集资金的公告 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。 中国电力建设股份有限公司董事会 二〇二六年一月二十七日 公司已于2025年11月24日提前归还用于临时补充流动资金的2.30亿元至公司募集资金专户，详见公司于 2025年11月26日发布的《中国电力建设股份有限公司关于提前归还部分临时补充流动资金的募集资金的 公告》（临2025-071号）。 2026年1月23日，公司再次提前归还用于临时补充流动资金的募集资金3.16亿元至公司募集资金专户， 并将上述募集资金归还情况通知了公司保荐机构及保荐代表人。 截至本公告披露日，公司实际使用55.29亿元（最高额）闲置募集资金临时补充流动资金。本次归还 后，尚未归还的用于临时补充流动资金的募集资金余额为49.83亿元。 特此公告。 中国电力建设股份有限公司（以下简称公司）于2025年7月21日召开公司第四届董事会第十一次会议、 第四届监事会第七 ...

1月21日，由中国电建承建的哥伦比亚弗朗西斯科胡安娜光伏项目首批 8.26兆瓦光伏区实现并网发电。该项目位于哥伦比亚北部的卡尔达斯省，总装 机容量15.99兆瓦。项目建成后，预计年均可提供清洁电能约2248万千瓦时， 不仅能为卡尔达斯省输送稳定可靠的清洁电力能源，极大缓解该区域的供电压 力，更将助力当地能源结构转型，为民生改善与经济发展注入强劲动力。 （原标题：中国电建哥伦比亚弗朗西斯科胡安娜光伏项目成功实现首批并网发电） ...

1月21日，中国电建哥伦比亚分公司签约桑坦德251兆瓦光伏项目。该项目 位于哥桑坦德省，总装机容量251兆瓦，建设内容包括光伏园区建设、设备供 货、施工安装及调试等。项目采用"组串式逆变器+跟踪支架"的技术方案，可 有效提升发电效率和系统运行稳定性，为当地持续提供稳定的清洁电力。近年 来，中国电建在哥持续推进多个光伏项目建设，累计装机容量达800兆瓦，凭 借高效履约赢得了良好的市场口碑与品牌认可度。 （原标题：中国电建签约哥伦比亚桑坦德251兆瓦光伏项目） ...

Group 1 - The company, China Electric Power Construction (中国电建), announced the early repayment of temporary supplementary funds amounting to 316 million yuan by January 23, 2026 [2] - The remaining balance of 4.983 billion yuan has not yet been repaid, and the usage period remains authorized by the board for no more than 12 months [2]

证券日报网讯1月26日，中国电建（601669）在互动平台回答投资者提问时表示，公司始终密切关注国 家重点战略项目机遇及进展情况，积极跟进。后续如有达到信息披露要求的事项发生，公司将依法合规 及时履行披露义务，请以官方信息披露为准。 ...

Core Insights - The core focus of the articles is the significant shift in China's energy sector towards renewable energy, as evidenced by the substantial new contracts signed by major state-owned enterprises, China Electric Power Construction (China Electric) and China Energy Engineering (China Energy), totaling nearly 2.8 trillion yuan in new orders, primarily directed towards renewable energy projects [2][6]. Group 1: New Contracts and Performance - In 2025, China Electric signed new contracts worth 1.333 trillion yuan, with energy projects contributing 841.6 billion yuan [2]. - China Energy's new contract amount reached 1.449 trillion yuan, with its renewable and integrated smart energy business contracts totaling 592.6 billion yuan, reflecting a year-on-year growth of 6.7% [2][3]. - The data indicates a structural transformation in the energy industry, with traditional thermal power contracts declining and renewable energy projects, particularly wind and storage, experiencing rapid growth [3][7]. Group 2: Shift from Traditional to Renewable Energy - China Electric's thermal power contracts fell sharply by 46.25% to 33.8 billion yuan, while its wind power contracts surged by 54.67% to 182.9 billion yuan [3]. - China Energy's renewable energy and integrated smart energy business now account for over 40% of its total contracts, with growth rates surpassing overall business growth [3]. - The trend of "wind power rising while solar power declines" reflects a market reassessment of technology maturity and efficiency [3]. Group 3: Energy Storage Developments - The rapid growth of renewable energy installations has highlighted the need for energy storage solutions, which are becoming a key battleground worth hundreds of billions [4]. - In the first nine months of 2025, China Electric signed 142 new energy storage projects with a total contract value of 36.7 billion yuan [4]. - Successful energy storage projects are transitioning from cost burdens to profitable assets, with innovative revenue models emerging [5]. Group 4: Global Expansion of Renewable Energy - Both companies are expanding their renewable energy capabilities into international markets, with China Electric's overseas contracts reaching 213.8 billion yuan, a year-on-year increase of 21.45% [6]. - Recent international projects include significant wind and solar energy contracts in Vietnam and the Middle East, showcasing a comprehensive solution that includes technology and business model exports [6]. - The global outreach of Chinese renewable energy solutions is reshaping the discourse on global energy governance [6][7].

1月24日，中国电建发布《第四届董事会第十六次会议决议公告》。 公告披露，中国电建于2026年1月22日召开第四届董事会第十六次会议。经有效表决，会议审议通过了 《关于选举中国电力建设股份有限公司第四届董事会副董事长的议案》，公司董事会同意选举王小军为 公司第四届董事会副董事长。 同时，此次会议审议通过《关于调整中国电力建设股份有限公司第四届董事会战略委员会成员的议 案》，公司董事会同意由王小军担任公司第四届董事会战略委员会委员，调整后的战略委员会主任为丁 焰章，委员有王小军、张兆祥、孙子宇、张国厚。 公告 1月24日，中国电建发布《第四届董事会第十六次会议决议公告》。 公告披露，中国电建于2026年1月22日召开第四届董事会第十六次会议。经有效表决，会议审议通过了 《关于选举中国电力建设股份有限公司第四届董事会副董事长的议案》，公司董事会同意选举王小军为 公司第四届董事会副董事长。 同时，此次会议审议通过《关于调整中国电力建设股份有限公司第四届董事会战略委员会成员的议 案》，公司董事会同意由王小军担任公司第四届董事会战略委员会委员，调整后的战略委员会主任为丁 焰章，委员有王小军、张兆祥、孙子宇、张国厚。 中 ...