Group 1 - The core viewpoint of the news is that China Energy Construction's subsidiary, Xi'an Chuangyuan Electric Power Fittings Co., Ltd., has received preliminary approval for an environmental assessment of a technical transformation project aimed at increasing the production capacity of ultra-high voltage transmission line fittings, with a total investment of 22 million yuan [1] - The "A-share Green Report" project, launched by the Daily Economic News in collaboration with the public environmental research center (IPE), aims to enhance the transparency of environmental information from listed companies by monitoring their environmental performance based on authoritative data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that seven listed companies have recently exposed environmental risks [1] Group 2 - China Energy Construction's main business segments include surveying, design and consulting, engineering construction, industrial manufacturing, investment operations, and others [2] - The company's market capitalization is approximately 85.5 billion yuan, with projected operating revenues of 40.6 billion yuan for 2023 and 43.7 billion yuan for 2024 [3] - The net profit attributable to the parent company is expected to be 7.99 billion yuan in 2023 and 8.40 billion yuan in 2024, with a net asset return rate of 7.52% for 2023 [3]

格隆汇11月25日｜当地时间11月23日，由中国能建总承包建设的摩洛哥最大燃机电站——艾勒瓦达 2×495MW燃机项目1号机组燃机筏板完成混凝土浇筑，标志着该项目全面进入土建施工阶段。艾勒瓦达 燃机项目位于摩洛哥丹吉尔-胡塞马大区，规划建设两台H级燃气发电机组，是中国能建在北非地区承 建的首个燃机总承包项目。 ...

Core Insights - The infrastructure sector saw a rise of 0.75% on November 24, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Infrastructure Sector Performance - Guosheng Technology (603778) closed at 60.8, with a gain of 10.07% and a trading volume of 1.2687 million shares, totaling a transaction value of 1 billion [1] - Beixin Road and Bridge (002307) closed at 5.73, up 9.98%, with a trading volume of 2.8782 million shares and a transaction value of 1.593 billion [1] - Other notable performers included Meili Ecology (000010) with a 4.97% increase, and Aoya Co., Ltd. (300949) with a 4.27% increase [1] Capital Flow Analysis - The infrastructure sector experienced a net inflow of 246 million in main funds, while retail funds saw a net outflow of 34.5751 million [2] - Guosheng Technology had a main fund net inflow of 1.59 billion, but retail funds experienced a net outflow of 78.8728 million [3] - China Nuclear Engineering (601611) reported a main fund net inflow of 43.1344 million, with retail funds seeing a net outflow of 38.4155 million [3]

大会主论坛现场 电促会党支部书记、会长冯凯表示，"十四五"时期，电力行业抓住新一轮科技革命和产业变革的历 史机遇，加速推进以人工智能为代表的数智技术与能源电力深度融合，服务能源电力保供、绿色低碳转 型、新型电力系统构建、"双碳"目标实现，推动电力高质量发展和高水平安全。电促会自第四届理事会 以来，始终践行"跨界、融合、增值、共享"的服务理念，深入推进协会数字化建设，以实际行动助力数 字中国发展。"十五五"时期，面对新任务、新业态、新模式，电促会将在政府有关部门的大力支持下， 与广大会员单位一道，加深交流合作，群策群力，共同为把我国全面建成社会主义现代化强国、实现第 二个百年奋斗目标贡献自己的一份力量。希望通过本次会议加强会员单位间交流，汇集行业智慧，凝聚 发展共识，推动产业上下游企业协同开放、共享成果、共促发展。 会上，企业和专家代表介绍了各自领域的数智化发展情况。"十四五"时期，国家电网公司以数智技 术和数据要素创新应用为驱动，以业数深度融合为主线，全力实施"163"数字化赋能工程，实现"电网一 张图、数据一个源、业务一条线"，推动"三个转型、两个升级"，有力支撑新型电力系统建设和公司高 质量发展。面向未来 ...

Core Insights - The China Energy Construction Corporation has announced a centralized procurement project for photovoltaic modules for the year 2025, with an estimated total scale of 17GW, divided into 8 bidding packages [4]. Group 1: Bidding Candidates and Prices - The bidding candidates for the first package (001) for 182mm TOPCon components include: - Hefei JA Solar Technology Co., Ltd. with a bid of 2,886 million yuan - JinkoSolar Holding Co., Ltd. with a bid of 2,916 million yuan - Trina Solar Limited with a bid of 2,906 million yuan - LONGi Green Energy Technology Co., Ltd. with a bid of 2,916 million yuan - Other candidates include Chint New Energy Technology Co., Ltd. and Tongwei Co., Ltd. with bids ranging from 2,864 million to 2,892 million yuan [1][5]. - For the second package (002) for 210mm TOPCon components, the bids are as follows: - Hefei JA Solar Technology Co., Ltd. with a bid of 721.5 million yuan - JinkoSolar Holding Co., Ltd. with a bid of 729 million yuan - Trina Solar Limited with a bid of 727 million yuan - Other candidates include Tongwei Co., Ltd. and LONGi Green Energy Technology Co., Ltd. with bids around 716 million to 723 million yuan [1][5]. - The third package (003) for HJT components has bids from: - Dongfang Risheng New Energy Co., Ltd. with a bid of 179.25 million yuan - Changshu Artes Solar Power Technology Co., Ltd. with a bid of 186.25 million yuan - Anhui Huasheng New Energy Technology Co., Ltd. with a bid of 186.5 million yuan [1][5]. Group 2: Project Overview - The centralized procurement project is part of China's efforts to enhance its solar energy capacity, with a significant focus on various types of photovoltaic components [4]. - The project is expected to stimulate competition among leading solar manufacturers in China, potentially leading to more competitive pricing and innovation in solar technology [4].

Core Insights - The documentary series "National Energy Pulse" by China Energy Construction Corporation highlights the journey of China's solar thermal industry from catching up to leading the global market [1] Group 1: Development of Solar Thermal Industry - The first solar thermal power station with independent intellectual property rights in China began construction in 2006 and was completed in 2012, marking the dawn of solar thermal energy in the country [2] - In 2016, the first batch of solar thermal demonstration projects was launched, with China Energy Construction's 50 MW molten salt tower solar thermal project in Hami being a key initiative [2] Group 2: Innovation and Overcoming Challenges - The Hami project faced significant challenges in 2019 due to the pandemic, which led to the withdrawal of foreign experts and a blockade of core technologies, prompting the team to pursue domestic innovation [3] - By September 2021, the Hami project achieved 240 hours of continuous stable operation, leading to the establishment of comprehensive standards and breakthroughs in core technologies within the solar thermal sector [3] Group 3: Expansion and Integration - China Energy Construction is set to launch the world's largest 1500 MW solar thermal storage integrated base in Hami in 2024, showcasing a shift from difficulty to advantage in the solar thermal industry [4] - The project addresses various construction challenges, including innovative piling techniques and winter construction in extreme cold, contributing to the overall improvement of the industry chain [4] Group 4: Global Leadership and Market Reach - The successful demonstration of various solar thermal technologies has positioned China as a leader in clean energy solutions, with a domestic production rate of 99% for solar thermal projects [5] - The complete industry chain now includes research, design, construction, and operation, enabling Chinese solar thermal technology to expand into international markets and support global energy transitions [5]

Group 1 - The board of China Energy Construction (03996.HK) has elected Mr. Ni Zhen as the chairman, with his term starting from the date of board approval until the end of the third board term [1] - Mr. Ni Zhen will no longer serve as the general manager of the company following this appointment [1] Group 2 - Mr. Ni Zhen, born in July 1971, is a senior engineer with a doctorate in engineering [3] - He currently holds the positions of party secretary and chairman of China Energy Construction Group Co., Ltd. [3] - Mr. Ni has held various significant roles in other companies, including vice president of China Railway Construction Corporation and general manager of China Railway Real Estate Group [3]

人民财讯11月21日电，近日，中国能源建设集团有限公司召开干部大会，国务院国资委有关负责同志出 席会议并讲话，会议宣布了国资委党委关于中国能源建设集团有限公司主要领导人员职务调整的决定： 倪真同志任中国能源建设集团有限公司党委书记、董事长，不再担任中国能源建设集团有限公司总经理 职务。相关职务任免按有关法律和章程规定办理。 ...

转自：北京日报客户端 来源：中国能建 近日，中国能源建设集团有限公司召开干部大会，国务院国资委有关负责同志出席会议并讲话，会议宣 布了国资委党委关于中国能源建设集团有限公司主要领导人员职务调整的决定：倪真同志任中国能源建 设集团有限公司党委书记、董事长，不再担任中国能源建设集团有限公司总经理职务。相关职务任免按 有关法律和章程规定办理。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 指标 | 中国能源建设 | 专业工程 行业平均 | 行业排名 | | --- | --- | --- | --- | | ROE | 7.27% | -3.59% | 25 96 | | 港股流通市值 | 105.59 乙 | 12.63亿 | 3 96 | | 营业收入 | 4545.42 乙 | 120.31亿 | 2 96 | | 净利率 | 2.26% | -3.62% | 33 96 | | 毛利率 | 11.29% | 12.45% | 41 96 | | 负债率 | 77.72% | 58.12% | 78 96 | 中国能源建设(03996.HK)发布公告，选举副董事长倪真先生为董事长，任期自董事会批准之日起至公司 第三届董事会任期届满止;根据工作安排，倪真先生不再担任公司总经理职务。 截至2025年11月21日收盘，中国能源建设(03996.HK)报收于1.11港元，下跌2.63%，成交量6060.08万 股，成交额6777.86万港元。投行对该股关注度不高，90 ...