股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國能源建設股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03996 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 9,262,436,000 | RMB | | | 1 RMB | | 9,262,436,000 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 9,262,436,000 | RMB | | | 1 RMB | | 9,262,436,000 | | 2. 股 ...

证券之星消息，8月4日基础建设板块较上一交易日上涨0.13%，文科股份领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。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) | | --- | --- | --- | --- | --- | --- | | 002775 | 文科股份 | 5.32 | 9.92% | 124.67万 | 6.58亿 | | 300536 | 农尚环境 | 10.08 | 4.56% | 19.28万 | 1.92亿 | | 000010 | 美丽生态 | 3.93 | 3.97% | 107.40万 | 4.19亿 | | 300649 | 杭州园林 | 16.90 | 3.62% | 10.82万 | 1.81亿 | | 603955 | 大千生态 | 35.02 | 3.03% | 6.70万 | 2.34亿 | | 605303 | 园林股份 | 12.78 | 2.82% | 4.20万 | 5337.91万 | | 603815 | 交建股份 | 7.91 ...

责任编辑：江蓬新 中国能建中电工程西北电力设计院有限公司（以下简称"中国能建西北院"）首次牵头承担的课题"耦合 储热的灵活高效燃煤发电机组系统集成技术"近日正式获批。 该课题隶属于"耦合储热的超超临界灵活高效燃煤发电机组关键技术及工程示范"项目，由怀柔实验室牵 头，联合11家顶尖科研机构及龙头企业共同承担，项目总投资达14.48亿元。 据了解，课题将依托中国能建西北院在燃煤发电及储热领域60余载的技术积淀，重点解决燃煤机组深度 调峰与高效储热耦合等核心难题，构建新型发电机组系统集成方案，形成具有自主知识产权的关键技术 体系。该成果将直接应用于后续600兆瓦级超超临界燃煤发电工程示范。（王禹涵） ...

中新网湖北新闻8月4日电 (张志刚)近日，由中国能建葛洲坝电力公司承建的广西壮族自治区"能源网"重 点建设项目——钦州市钦南区岭门风电场EPC项目实现全容量并网投运，为广西沿海清洁能源高质量发 展再添硬核动能。 该项目位于广西壮族自治区钦州市钦南区犀牛脚镇，总投资10.9亿元，核准装机容量155兆瓦，计划安 装25台混塔风力发电机组，通过6回35千伏集电线路连接至新建110千伏升压站。 项目整体投运后，年等效满负荷利用小时数可达2156小时，每年可产生清洁能源约3.34亿千瓦时，节约 标煤10万吨，减排二氧化碳30万吨，将显著优化钦州市能源结构，保障电力安全稳定供应，助力当地乡 村振兴和区域经济社会发展。 作为公司首个与法电业主合作的重大项目，项目团队始终以最高标准、最严要求推进项目建设，坚持全 过程精益化管理理念，同时创新工艺和管理手段，通过优化设备运输模式、升级吊装设备等举措缩短设 备转场与风机吊装周期；运用 BIM技术构建三维可视化模型，精准模拟优化施工场地布局、设备安装 位置及流程，为高效施工提供了有力支撑，有力保障了项目全容量并网任务顺利完成，受到业主单位的 高度认可。 下一步，项目部将坚持实干担当 ...

Core Viewpoint - The establishment of the China Energy Construction (Middle East) Clean Energy Research Institute in Saudi Arabia marks a significant step in enhancing cooperation between China and Saudi Arabia in the field of renewable energy, aligning with Saudi Arabia's Vision 2030 goals for economic transformation and sustainable development [1][2]. Group 1: Company Initiatives - China Energy Construction aims to develop the Clean Energy Research Institute as a hub for technological innovation, resource integration, and talent cultivation, with goals to achieve notable results within three years and establish a top-tier research center within five years [2]. - The establishment of the research institute is seen as a recognition of the importance of the Saudi market and an investment in its sustainable economic development [2]. Group 2: Industry Context - Gulf oil-producing countries are accelerating their economic transformation by investing heavily in renewable energy, with the UAE planning to double its renewable energy capacity to 14.2 GW by 2030, and Saudi Arabia targeting a renewable energy generation capacity of 58.7 GW by the same year [1]. - The Clean Energy Research Institute is expected to facilitate collaboration in renewable energy, energy storage, desalination, and green building sectors, which are identified as areas of significant opportunity under Saudi Arabia's Vision 2030 [2].

Core Viewpoint - The article emphasizes the importance of green methanol as a viable technology path to achieve carbon neutrality goals, highlighting recent advancements and ongoing challenges in the industry [2]. Industry Developments - The National Energy Administration has issued notifications for green fuel technology breakthroughs and industrialization trials, with provinces like Jiangsu and Zhejiang actively promoting green methanol [2]. - Significant breakthroughs in the green methanol industry chain include the launch of the first large-scale green hydrogen coupled biomass green methanol project and multiple companies completing pilot tests for pure oxygen biomass gasification [2]. - Several ports have successfully conducted the first green methanol bunkering, and multiple companies have signed international orders for green methanol [2]. Forum Information - The 2025 Liquid Sunshine Industry Development Forum will be held from September 24-26, 2025, in Dalian, Liaoning, focusing on the macro trends of the green methanol industry and key technologies for large-scale production [2][6]. - The forum aims to facilitate in-depth exchanges and cooperation among industry experts, government representatives, and companies across the green methanol supply chain [2][6]. Forum Highlights - The forum will feature various activities, including a closed-door seminar for high-level discussions on industry challenges and opportunities, an international matchmaking session for green methanol projects, and a technology achievement exhibition [10][11][12]. - Over 400 upstream and downstream enterprises are expected to participate, providing a platform for investment and cooperation [6]. Previous Forum Success - The previous four editions of the Liquid Sunshine Industry Development Forum attracted over 1,500 industry representatives and nearly 100 authoritative experts, showcasing the forum's influence and commitment to advancing the green methanol industry [15].

Group 1 - The Shanghai Composite Index decreased by 0.37%, while the Shanghai Urban Infrastructure Index fell by 0.46%, closing at 1237.37 points with a trading volume of 20.049 billion yuan [1] - The Shanghai Urban Infrastructure Index has increased by 6.04% over the past month and 6.76% over the past three months, but has declined by 1.59% year-to-date [2] - The index series reflects the performance of listed companies influenced by changes in economic and consumption structures, focusing on themes such as intensive, intelligent, and green low-carbon development [2] Group 2 - The top ten weighted stocks in the Shanghai Urban Infrastructure Index include China State Construction (9.44%), China Railway (6.99%), and Poly Development (6.86%) [2] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange, with the industrial sector accounting for 57.81%, real estate for 31.30%, and materials for 10.90% [3] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [3]

Summary of Key Points Core Viewpoint - A significant block trade occurred for China Energy Engineering Corporation (中国能建) on August 1, with a transaction volume of 620,200 shares and a total transaction value of 1.5939 million yuan, indicating active trading interest in the stock [2]. Trading Activity - The block trade price was 2.57 yuan per share, which was at par with the closing price on the same day [2]. - Over the past three months, the stock has seen a total of four block trades, accumulating a total transaction value of 6.7044 million yuan [2]. - The stock closed at 2.57 yuan, down 0.77% for the day, with a turnover rate of 1.24% and a total trading volume of 1.034 billion yuan [2]. Capital Flow - There was a net outflow of 26.0564 million yuan in main capital for the day, and the stock has experienced a cumulative decline of 5.51% over the past five days, with a total capital outflow of 419 million yuan [2]. - Margin trading data indicates that the latest financing balance for the stock is 1.562 billion yuan, which has increased by 211 million yuan over the past five days, reflecting a growth rate of 15.58% [2].

Core Points - As of August 1, a total of 841 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more [1] - The stock with the longest continuous net outflow is Hengtong Optic-Electric, with 25 days of outflows, followed by Shanzi Gaoke with 23 days [1] - The largest total net outflow amount is from Dongfang Caifu, with a cumulative outflow of 4.787 billion yuan over six days [1] Summary by Category Continuous Net Outflow Stocks - Hengtong Optic-Electric (300059) has seen net outflows for 25 days, with a total outflow of 376 million yuan and a cumulative decline of 2.95% [4] - Shanzi Gaoke (000981) has experienced 23 days of net outflows, totaling 229.2 million yuan, with a cumulative decline of 15.42% [1] - Dongfang Caifu (601868) has had 8 days of net outflows amounting to 3.613 billion yuan, with a cumulative decline of 8.54% [1] Significant Net Outflow Amounts - Dongfang Caifu leads with a net outflow of 4.787 billion yuan over six days [1] - China Energy Engineering (601868) follows with a net outflow of 3.613 billion yuan over eight days [1] - BYD (002594) has seen a net outflow of 3.146 billion yuan over six days [1] Proportion of Net Outflow to Trading Volume - Shida Group (002594) has the highest proportion of net outflow to trading volume at 14.88% over five days, with a decline of 7.24% [1] - Other notable mentions include Hainan Huatie (603300) with a net outflow proportion of 10.94% and a decline of 13.99% [1] - China Rare Earth (000831) has a net outflow proportion of 9.76% with a decline of 9.98% [1]

Group 1 - The civil explosives sector experienced a decline of 1.19%, ranking among the top losers in the concept sector, with Poly United hitting the daily limit down [1][2] - Major stocks within the civil explosives sector that saw significant declines include Gaozheng Civil Explosives, Xinyu Guoke, and Guangdong Hongda, while stocks like Bai'ao Intelligent, Tongde Chemical, and Lixin Micro saw gains of 2.03%, 1.32%, and 1.25% respectively [1][2] - The civil explosives sector faced a net outflow of 510 million yuan from main funds, with 18 stocks experiencing net outflows, and 10 stocks seeing outflows exceeding 10 million yuan [2][3] Group 2 - The top net outflow stock was Yahua Group, with a net outflow of 128 million yuan, followed by Gaozheng Civil Explosives and Poly United with outflows of 124 million yuan and 72.92 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflow included Jiangnan Chemical, Bai'ao Intelligent, and Tongde Chemical, with net inflows of 10.44 million yuan, 4.64 million yuan, and 0.98 million yuan respectively [2][3] - The civil explosives sector's trading activity showed that Yahua Group had a turnover rate of 7.44% and a price change of -1.29%, while Gaozheng Civil Explosives had a turnover rate of 10.89% and a price change of -7.51% [2][3]