Group 1 - The company announced the election of Mr. Huang Pu as the employee director during the employee representative conference held on September 5, 2025 [1] - Mr. Huang's term will last until the expiration of the third board of directors [1] - The announcement confirms that the content is truthful, accurate, and complete, with the board of directors taking legal responsibility for it [1] Group 2 - Mr. Huang Pu, born in October 1967, is a senior accountant and holds a master's degree in business administration [1] - He currently serves as the deputy secretary of the company's party committee, employee director, and chairman of the labor union [1] - Mr. Huang has held various significant positions in other state-owned enterprises, including roles in the China Weaponry Equipment Group and China Chemical Corporation [1]

A 股代码：601868 A 股简称：中国能建 公告编号：临 2025-049 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 关于选举职工董事的公告 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。 根据《中华人民共和国公司法》《中华人民共和国工会法》 《中国能源建设股份有限公司章程》等相关规定，中国能源建设 股份有限公司（以下简称公司）于 2025 年 9 月 5 日召开职工代 表大会，选举黄埔先生为公司职工董事，任期自职工代表大会选 举产生之日起至公司第三届董事会任期届满止。 黄埔先生简历详见附件。 特此公告。 2025 年 9 月 6 日 1 附件 黄埔先生简历 中国能源建设股份有限公司董事会 黄埔先生，1967 年 10 月出生，正高级会计师，工商管理硕 士。现任本公司党委副书记、职工董事、工会主席，同时兼任中 国能源建设集团有限公司党委副书记、职工董事、工会主席。黄 先生历任中国兵器装备集团公司党组纪检组副组长、纪检监察部 主任、党组巡视工作领导小组办公室主任，中国化工集团有限公 司党委 ...

Market Overview - On September 5, the infrastructure sector rose by 0.95% compared to the previous trading day, with Hui Lv Ecology leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Top Performers - Hui Lv Ecology (001267) closed at 14.73, with a gain of 10.01% and a trading volume of 436,500 shares, totaling a transaction value of 615 million [1] - China Communications Construction (603815) also saw a 10.00% increase, closing at 12.32 with a trading volume of 404,800 shares, amounting to 477 million [1] - Hongrun Construction (002062) increased by 8.05%, closing at 9.66 with a trading volume of 1,144,200 shares, totaling 1.054 billion [1] Market Capital Flow - The infrastructure sector experienced a net inflow of 179 million from institutional investors, while retail investors saw a net outflow of 11.58 million [2] - Major stocks like China Communications Construction and Hui Lv Ecology had significant institutional inflows, with 76.24 million and 42.82 million respectively [3] Individual Stock Performance - The top individual stock performers included: - Hui Lv Ecology with a net inflow of 42.82 million from institutional investors [3] - China Communications Construction with a net inflow of 36.51 million [3] - Hongrun Construction with a net inflow of 29.10 million [3] Summary of Trading Data - The trading data for the infrastructure sector showed a mix of gains and losses, with several stocks experiencing significant increases in their closing prices and trading volumes [1][2]

Core Viewpoint - China Energy Engineering Corporation's Jiangsu Electric Power Construction Third Company, in partnership with China Nuclear Huacheng Construction Engineering Co., has won a bid for the Jiangsu Xuwei Nuclear Heating Plant Phase I conventional island construction project, with a bid amount of 4.22516 billion yuan [1] Group 1 - The Jiangsu Xuwei Nuclear Heating Power Plant Phase I project is located in Lianyungang City, Jiangsu Province, and is the world's first demonstration project featuring a dual-coupling of a third-generation pressurized water reactor and a fourth-generation high-temperature gas-cooled reactor [1] - This project is the first nuclear power plant in China primarily aimed at providing steam and heating, while also supplying electricity [1] - The project will utilize the third-generation "Hualong One" and fourth-generation high-temperature gas-cooled reactor coupling technology, involving the construction of two "Hualong One" pressurized water reactor units and one high-temperature gas-cooled reactor unit, along with a steam heat exchange station [1] Group 2 - Jiangsu Electric Power Construction Third Company's scope of work includes the construction of three conventional island power plant buildings and their auxiliary facilities, as well as part of the BOP (Balance of Plant) sub-item construction and installation [1]

Core Viewpoint - China Energy Construction's overseas investment platform, China Energy Construction HaiTou Company, is actively seizing global green low-carbon transformation opportunities by signing cooperation agreements with Kazakhstan's Ministry of Energy and other institutions, focusing on green energy, technological innovation, and digital transformation [1] Group 1: Investment Strategy and Achievements - China Energy Construction HaiTou has completed overseas project investment decisions totaling over 50 billion RMB, adhering to principles of value investment, full lifecycle investment, rational investment, and high-quality investment [1] - The company views Kazakhstan as a key market, with a cumulative contract amount exceeding 2.5 billion USD, having invested in numerous benchmark projects that enhance local livelihoods [1] Group 2: Project Highlights in Central Asia - In Uzbekistan, the company developed the largest solar project under the Belt and Road Initiative, the 1GW solar project, which has been recognized as a benchmark project for new energy [2] - The company also invested in the Oz and Lochi energy storage projects, which are among the first foreign-invested grid-side energy storage projects in Uzbekistan, promoting energy transition and socio-economic development [2] - The Samarkand cement production line, built by the company, is the largest single-capacity cement project in Central Asia, producing an average of 3 million tons of cement annually, significantly enhancing green cement supply [2] Group 3: Projects in Pakistan and Cambodia - The SK Hydropower Station in Pakistan, built by the company, is a major green energy project under the China-Pakistan Economic Corridor, providing approximately 3.212 billion kWh of clean electricity annually for over 1 million households [3] - In Cambodia, the company is accelerating the construction of the Kralanh Cement Project, which is part of the key projects memorandum signed during the 2023 Belt and Road Summit, showcasing significant green and low-carbon advantages [3] Group 4: Future Outlook - The company aims to further expand its overseas investment network with a focus on high-quality, sustainable, and livelihood-enhancing projects, striving for collaborative development with host countries [3]

Core Viewpoint - Both China Electric Power Construction (China Electric) and China Energy Construction (China Energy) have released their mid-year reports for 2025, showcasing significant developments in their renewable energy sectors and overall financial performance [1]. Group 1: Installed Capacity - As of June 30, 2025, China Electric has a total installed capacity of 35.16 GW, with renewable energy accounting for 23.87 GW, approximately 68% of the total, including 13.04 GW from solar and 10.83 GW from wind [2]. - China Energy has an installed capacity of 20.29 GW, with renewable energy making up 15.04 GW, which includes 11.24 GW from solar and 3.8 GW from wind [2]. Group 2: Revenue and Profitability - In the first half of 2025, China Electric's "Power Investment and Operation" segment generated revenue of 12.391 billion yuan, a year-on-year increase of 1.73%, with a gross margin of 45.05%, down 2.37 percentage points [3]. - China Energy's "Power Operation" segment saw revenue and total profit increase by 31.41% and 37.22% year-on-year, respectively. The "New Energy and Comprehensive Smart Energy" segment achieved revenue of 3.563 billion yuan, a 49.26% increase, with a gross margin of 39.19%, down 6.9 percentage points [3]. Group 3: Contracting and Project Development - In the reporting period, China Electric signed new contracts totaling 686.699 billion yuan, a 5.83% increase year-on-year, achieving 49.13% of its annual target of 1,397.8 billion yuan [3]. - The energy power business accounted for 62.82% of the new contracts signed, with a total value of 431.388 billion yuan, reflecting a 12.27% year-on-year growth. Notably, wind power contracts reached 142.902 billion yuan, up 68.78% [3]. - China Energy is focusing on clean energy projects, leveraging its full industry chain advantages in power planning, design, investment, construction, and operation to meet carbon neutrality goals [3]. Group 4: Strategic Focus Areas - China Energy is actively developing its hydrogen energy business, with projects in key regions both domestically and internationally, including areas in Jilin, Gansu, Inner Mongolia, Xinjiang, Indonesia, and Morocco [4]. - The company is also accelerating its storage business, aiming to become a global leader in new storage technologies through its comprehensive industry chain advantages [3][4].

Group 1 - The company will hold a half-year performance briefing on September 16, 2025, from 10:00 to 11:00 [1][2] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [2][4] - Investors can submit questions from September 9 to September 15, 2025, through the Roadshow Center or via the company's email [3][4] Group 2 - The briefing aims to communicate the company's operational results and financial indicators for the first half of 2025 [2] - Company representatives, including the board secretary and relevant department heads, will participate in the briefing [2][3] - After the briefing, investors can access the main content and details of the event through the Shanghai Stock Exchange Roadshow Center [4]

Group 1: Strategic Partnership - Azerbaijan and China are deepening their partnership, focusing on energy, trade, digitalization, and infrastructure, which are reshaping global influence [3][4] - Azerbaijan's President Ilham Aliyev emphasized the importance of this partnership in his speech at the SCO Plus meeting, highlighting the comprehensive strategic partnership established since 2024 [3][4] Group 2: Energy Transition - Azerbaijan is transitioning from a fossil fuel-dependent economy to a green energy model, supported by Chinese companies like China Energy Engineering Group [4] - The collaboration includes solar and offshore wind energy projects, enhancing Azerbaijan's energy sustainability and resilience against climate-related water shortages [4] Group 3: Infrastructure Development - Azerbaijan is becoming a key hub in the "Middle Corridor," connecting China and Europe while bypassing Russia and Iran, with a 90% increase in cargo volume since 2022 due to strategic investments [6][7] - China Communications Construction Company (CCCC) is a significant partner in Azerbaijan's infrastructure projects, including the expansion of Baku International Sea Port and urban development initiatives [7] Group 4: Digital Governance and Cybersecurity - Digital governance and cybersecurity are emerging as critical areas of cooperation, with discussions between Azerbaijan and China Electronics Technology Group focusing on e-government and national cybersecurity [8] - This partnership aims to modernize Azerbaijan's governance system and enhance its network defense capabilities, which is strategically important given its geopolitical context [8] Group 5: Multilateral Cooperation - Azerbaijan's role in multilateral frameworks like the Shanghai Cooperation Organization is becoming more prominent, enhancing strategic collaboration with China while maintaining traditional ties with the West [9] - President Aliyev's support for China's global development and security initiatives reflects Azerbaijan's balanced diplomatic strategy [9] Group 6: Future Outlook - Azerbaijan is positioned to transition from a regional to a global influence, leveraging its unique location along the 21st-century Silk Road and aiming for a new development phase [10]

证券日报网讯9月4日晚间，中国能建（601868）发布公告称，公司计划于2025年9月16日举行2025年半 年度业绩说明会。 ...

Core Viewpoint - China Energy Engineering Corporation (03996.HK) announced the release of its 2025 semi-annual report on August 29, 2025, and plans to hold a performance briefing on September 16, 2025, to address investor concerns [1] Group 1 - The company aims to provide a comprehensive understanding of its 2025 semi-annual operational results and financial status [1] - The performance briefing is scheduled for September 16, 2025, from 10:00 to 11:00 [1]