Core Viewpoint - The Danzhou Municipal Government and China Energy Construction Digital Technology Group Co., Ltd. signed a framework cooperation agreement to leverage opportunities from the Hainan Free Trade Port construction, focusing on clean energy, new power systems, and smart city development [1] Group 1: Cooperation Agreement - The agreement aims to integrate resources for the construction of a clean energy island in Hainan, new energy development, and zero-carbon park construction [1] - The collaboration will promote regional energy structure optimization and industrial upgrading through major project implementation [1] - This partnership is a significant milestone in both parties' commitment to the national "dual carbon" strategy and the development of a green low-carbon model for Danzhou [1] Group 2: Company Strengths - China Energy Construction Digital Technology Group has a comprehensive service system from top-level design to implementation, with unique advantages in information technology, energy storage technology, and energy digitalization [1] - The cooperation is seen as a landmark achievement in deepening the construction of the Hainan Free Trade Port, providing strong momentum for Danzhou's development [1]

Core Viewpoint - The company has announced a cash dividend distribution plan for its A-share shareholders, with a total cash dividend of approximately 849.63 million yuan, translating to 0.0262 yuan per share (including tax) [3][4][5]. Summary by Sections Dividend Distribution Plan - The cash dividend distribution plan was approved at the annual general meeting held on June 24, 2025, for the fiscal year 2024 [2][3]. - The total share capital before the distribution is 41,691,163,636 shares [3]. Key Dates - The key dates for the dividend distribution are as follows: - Record date: August 14, 2025 - Last trading day: August 15, 2025 - Ex-dividend date: August 15, 2025 - Payment date: August 15, 2025 [2][3]. Dividend Payment Method - Cash dividends for A-share shareholders will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch, based on the registered shareholders as of the record date [3][4]. - Shareholders who have not completed designated trading will have their dividends held by the clearing company until the trading is completed [3]. Taxation on Dividends - For individual shareholders and securities investment funds, the actual cash dividend after tax is 0.0262 yuan per share, with a tax rate of 20% applicable for shares held for less than one month [5][6]. - For qualified foreign institutional investors (QFII), a 10% withholding tax applies, resulting in a net cash dividend of 0.02358 yuan per share [5][7]. - For investors through the Shanghai-Hong Kong Stock Connect, the same 10% withholding tax applies, with provisions for tax treaty benefits [6][7].

Group 1 - The company Suwen Electric Power (300982) has maintained a good cooperative relationship with major state-owned enterprises such as China Power Construction (601669) and China Energy Engineering (601868) [1] - The company is actively collaborating with these enterprises in relevant business areas [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 CHINA ENERGY ENGINEERING CORPORATION LIMITED* （在中華人民共和國註冊成立的股份有限公司） 本公告乃由中國能源建設股份有限公司（「本公司」）根據香港聯合交易所有限公司證券上 市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《中國能源建設股份有限公司2024年年度權益 分派A股實施公告》，僅供參閱。 承董事會命 中國能源建設股份有限公司 副董事長 倪真 中國，北京 2025年8月8日 於本公告日期，本公司執行董事為倪真先生；非執行董事為劉學詩先生及司欣波先生； 及獨立非執行董事為程念高先生、魏偉峰博士、牛向春女士及裴振江先生。 * 僅供識別 A 股代码：601868 A 股简称：中国能建 公告编号：临 2025-045 H 股代码：03996 H 股简称: 中国能源建设 （股份代號：3996） 海外監管公告 差异化分红送转： 否 一、通过分配 ...

每股分配比例：A 股每股现金红利0.0262元（含税） 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。 重要内容提示： A 股代码：601868 A 股简称：中国能建 公告编号：临 2025-045 H 股代码：03996 H 股简称: 中国能源建设 中国能源建设股份有限公司2024年年度权益分派 A 股实施公告 | | | | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利 | | --- | --- | --- | --- | --- | | | | | | 发放日 | | Ａ股 | 2025/8/14 | － | 2025/8/15 | 2025/8/15 | 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 24 日的2024年年度股东 大会审议通过。 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记 结算有限责任公司上海分公司（以下简称中国结算上海分公司）登 记在册的本公 ...

Market Overview - The A-share market experienced a slight pullback today, with the Shanghai Composite Index down 0.12% closing at 3635.13 points, the Shenzhen Component down 0.26% at 11128.67 points, and the ChiNext Index down 0.38% at 2333.96 points [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 171.02 billion yuan, a decrease of 115.3 billion yuan compared to the previous day [2][3] Sector Performance - The market showed a stable sentiment despite the overall decline, with individual stocks experiencing mixed performance. The cement and building materials sector led the gains with an increase of 2.83%, followed by transportation equipment at 2.81%, engineering machinery at 2.13%, and engineering construction at 1.70% [3] - The Yajiang concept stocks rose overall by 2.69%, with notable performers including Shanhai Intelligent, which hit the daily limit up with a gain of approximately 10% [4] Yajiang Concept Analysis - The Yajiang concept index started at 1240 points, peaked at 1354 points, dropped to 1230 points yesterday, and rebounded by 30 points today to close at 1263 points. This indicates that investors in this concept were largely trapped before today's rebound [4] - The trading volume for the Yajiang sector was about 52.2 billion yuan, an increase from 41.5 billion yuan the previous day, but still less than half of the volume during previous highs [4][5] Weighting Stocks Impact - Major weighted stocks, particularly in the banking and insurance sectors, contributed to the index's decline. Notably, companies like BYD, Dongfang Caifu, and Luxshare Precision collectively dragged down the Shenzhen Component by 10.37 points [5] AI Sector Reaction - Following the announcement of new AI models by OpenAI and Google, related stocks in the A-share market did not see an increase but instead experienced a collective decline, indicating market fatigue towards AI concepts [6] Speculative Stocks - Speculative stocks, referred to as "妖股," showed varied performance, with some like Shangwei New Materials dropping by 5.5% and others like Changcheng Military Industry fluctuating in price. The term "击鼓传花" was used to describe the current speculative behavior in the market, suggesting a potential for increased regulatory scrutiny [7]

Core Viewpoint - The document outlines various pilot projects focused on biofuels and green methanol, indicating a significant push towards sustainable energy solutions in the industry [2]. Group 1: Biofuel Projects - The National Investment Biofuel project aims to produce 30,000 tons per year of cellulose fuel ethanol [2]. Group 2: Green Methanol Projects - The Tuanan City wind power coupled biomass green methanol integrated project is highlighted [2]. - Jin Feng Technology's green hydrogen project plans to produce 500,000 tons of green methanol, with the first phase targeting 250,000 tons per year [2]. - The Andashi Tianying wind-solar-storage hydrogen methanol integrated project is also mentioned [2]. - Liaoning Huadian's 450,000 kW wind power hydrogen coupling green methanol integrated project is included [2]. - Lanzhou Dafeng Port's project aims for an annual production of 300,000 tons of green methanol [2]. Group 3: Green Ammonia Projects - The Envision Qincar Technology (Chifeng) Co., Ltd. is set to develop a zero-carbon ammonia project with a capacity of 1.52 million tons per year, with the first phase producing 300,000 tons per year of synthetic ammonia [2]. - The China Energy Construction Corporation's Songyuan hydrogen energy industrial park focuses on green hydrogen and ammonia integration [2]. - The Da'an wind-solar green hydrogen synthetic ammonia integrated project is also noted [2].

Core Viewpoint - Tianqi Hongyuan, a subsidiary of Jiangsu Tongli Rising Machinery Co., Ltd., has successfully won two bidding packages in the centralized procurement project for lithium iron phosphate battery energy storage systems by China Energy Construction, marking a significant achievement in the energy storage sector [1][2]. Group 1: Bidding Success - Tianqi Hongyuan's subsidiary, Tongqi New Energy, won Package 2 (0.5C/2 hours system, 6GW/12GWh) and Package 3 (0.25C/4 hours system, 2.5GW/10GWh), becoming one of only 15 companies to win dual packages [1]. - The bidding process required high qualifications, with Package 2 needing over 1000MWh of completed projects in the last two years and Package 3 requiring over 500MWh [1]. Group 2: Technical Strength and Market Position - Tianqi Hongyuan has a long-term technical accumulation in the energy storage field, holding dozens of patents and multiple authoritative certifications [2]. - The company has participated in several benchmark projects, including a 720MWh national-level grid-side energy storage project in Gansu and a 500MWh multi-energy complementary project in Hebei [2]. - The company's integrated "wind-solar-storage" solution ensures a 99.99% power supply reliability for data centers, reducing carbon emissions and electricity costs, which contributed to its successful bidding [2].

Core Viewpoint - The article discusses the results of the centralized procurement project for lithium iron phosphate battery energy storage systems by China Energy Construction Corporation for the year 2025, highlighting the competitive bidding process and the companies that won the contracts [1][19]. Summary by Sections Bidding Results - The procurement project attracted over 70 companies, with 31 qualifying bidders after removing duplicates. A total of 8 companies won contracts across three bidding sections [5][10]. - The total estimated capacity for the procurement is 25 GWh, divided into three sections: 1C (1-hour system), 0.5C (2-hour system), and 0.25C (4-hour system) [10][19]. Bidder Information - For Section 001 (1C, 1-hour system), 16 bids were received with an average price of 0.786 yuan/Wh. The price range was from 0.673 yuan/Wh to 0.89 yuan/Wh [2][10]. - For Section 002 (0.5C, 2-hour system), 64 bids were received with an average price of 0.465 yuan/Wh, ranging from 0.416 yuan/Wh to 0.54 yuan/Wh [3][10]. - For Section 003 (0.25C, 4-hour system), 60 bids were received with an average price of 0.425 yuan/Wh, with prices ranging from 0.37 yuan/Wh to 0.495 yuan/Wh [4][10]. Winning Companies - Companies that won contracts for all three sections include CRRC Zhuzhou Institute, Sungrow Power Supply, Envision Energy, Wanbang Digital Energy, Electric Power Times, Pinggao Energy Storage, Contemporary Amperex Technology Co., and Tiancheng Tongchuang [5][6]. - Companies that won contracts for two sections include Zhongtian Energy Storage, China Innovation Aviation, TBEA, Jingkong Energy, Siyuan Qingen, Pengcheng Unlimited, Kunyu Power, Jinko Energy, Tongqi New Energy, Trina Storage, Linyang Energy Storage, Ancheng New Energy, Pengcheng New Energy, Chuangneng New Energy, and BYD [5][6]. Bidder Requirements - Bidders were required to have a certain level of project experience and financial stability, including specific performance metrics for previous projects [11][12][14]. - The bidding process did not accept joint bids or bids from agents, ensuring that only qualified companies participated [12][15]. Procurement Details - The procurement was conducted online through the China Energy Construction electronic procurement platform, with specific timelines for bid submission and document acquisition [15][16].

Market Performance - The major stock indices showed positive monthly performance, with the CSI 300 index closing at 4075.59, up by 3.54% [12] - The CSI 500 index had the highest monthly gain of 5.26%, closing at 6226.34 [12] - The Shanghai Composite Index increased by 3.74%, closing at 3573.21 [13] Sector Performance - The healthcare sector led with a monthly increase of 12.70% in the CSI 300 index [21] - The communication services sector also performed well, rising by 15.02% [21] - The energy sector showed a modest increase of 2.44% [21] Stock Contributions - The top-performing stocks included WuXi AppTec, which rose by 38.42%, and Industrial Fulian, which increased by 65.05% [18][19] - The worst-performing stocks included Sichuan Road and Bridge, which fell by 12.38% [20] - The top contributors to the CSI 300 index included Guizhou Moutai and Ningde Times, with weightings of 4.13% and 3.23% respectively [18] Trading Volume and Turnover - The average daily trading volume for the CSI 300 was 20,650 million shares, with an average daily turnover of 361 billion yuan [12] - The top traded stocks by turnover included Baogang Co., with a turnover of 874 billion yuan [14] Valuation Metrics - The CSI 300 index has a P/E ratio of 12.56 and a P/B ratio of 1.28 [14] - The financial sector has the lowest P/E ratio at 8.04, while the healthcare sector has the highest at 28.14 [14] Bond Market Performance - The China Bond Index showed a slight decline, with the China 10-Year Treasury Bond Index closing at 265.23, down by 0.09% [22] - The China Corporate Bond Index remained stable, closing at 283.87, with a minimal increase of 0.02% [22]