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]

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) announced leadership changes at China Energy Engineering Group Co., Ltd., appointing Ni Zhen as the new Party Secretary and Chairman, while he will no longer serve as General Manager [1] Group 1 - Ni Zhen has been appointed as the Party Secretary and Chairman of China Energy Engineering Group Co., Ltd. [1] - The decision regarding the leadership change was made by the SASAC and was communicated during a recent cadre meeting [1] - The relevant appointments and dismissals will be handled according to applicable laws and regulations [1]

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 ...

Core Points - China Energy Construction has elected Mr. Ni Zhen as the chairman of the board, effective 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 [1] - The board has approved adjustments to the members of the strategic committee, with Mr. Ni Zhen as the director and Mr. Cheng Niangao and Mr. Si Xinbo as committee members, effective until the end of the third board term [1] - Mr. Ni Zhen has also been appointed as the authorized representative of the company, effective from November 21, 2025 [1]

格隆汇11月21日丨中国能源建设(03996.HK)公告，根据《中华人民共和国公司法》、《上海证券交易所 股票上市规则》、上市规则等有关法律法规、规范性文件以及《中国能源建设股份有限公司章程》的规 定，选举副董事长倪真为董事长，任期自董事会批准日起至公司第三届董事会任期届满止；根据工作安 排，倪真不再担任公司总经理职务。 ...

中国能源建设(03996)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。 此外，倪真先生已获委任为公司的授权代表，自2025年11月21日起生效。 董事会宣布，同意对公司董事会战略委员会成员进行调整，调整后成员如下：主任：倪真先生;委员： 程念高先生、司欣波先生。调整后的战略委员会成员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。 ...

倪真 （董事長） 職工董事 黃埔 非執行董事 CHINA ENERGY ENGINEERING CORPORATION LIMITED* 3996 董事名單與其角色和職能 中國能源建設股份有限公司董事會（「董事會」）成員載列如下： 執行董事 裴振江 * 僅供識別 - 1 - 董事會下設5個委員會。下表提供各董事會成員所在委員會的成員資料。 | 委員會 | | | 薪酬與 | | | | --- | --- | --- | --- | --- | --- | | 董事 | 戰略委員會 | 提名委員會 | 考核委員會 | 審計委員會 | 監督委員會 | | 倪真 | C | C | | | | | 黃埔 | | | | | | | 劉學詩 | | | M | | | | 司欣波 | M | | | | | | 程念高 | M | | | C | C | | 魏偉峰 | | | M | M | M | | 牛向春 | | M | C | | | | 裴振江 | | M | | M | M | C： 有關董事會委員會主任 M： 有關董事會委員會委員 劉學詩 司欣波 獨立非執行董事 程念高 魏偉峰 牛向春 中國，北京 ...