中国能源建设股份有限公司 2023 年年度股东大会会议资料 2024 年 6 月 20 日 北京 目 录 议案一、关于公司 2023 年度报告及其摘要的议案 .......... 1 议案二、关于公司 2023 年度董事会工作报告的议案 ........ 2 议案三、关于公司 2023 年度独立董事述职报告的议案 ..... 18 议案四、关于公司 2023 年度监事会工作报告的议案 ....... 44 议案五、关于公司董事 2024 年度薪酬方案的议案 ......... 48 议案六、关于公司监事 2024 年度薪酬方案的议案 ......... 49 议案七、关于公司董事 2022 年度薪酬兑现标准的议案 .... 50 议案八、关于公司监事 2022 年度薪酬兑现标准的议案 . - 53 - 议案九、关于公司 2023 年度财务决算报告的议案 ......... 55 议案十、关于公司 2023 年度利润分配预案的议案 ......... 59 议案十一、关于公司 2024 年度财务预算方案的议案 ....... 60 议案十二、关于公司 2024 年度对外担保计划的议案 ....... 63 议案 ...

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： 一、召开会议的基本情况 （一）股东大会类型和届次: A 股代码：601868 A 股简称：中国能建 公告编号：临 2024-024 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 关于召开 2023 年年度股东大会的通知 2023 年年度股东大会 （二）股东大会召集人：董事会 （三）投票方式：本次股东大会所采用的表决方式是现场投 票和网络投票相结合的方式 （四）现场会议召开的日期、时间和地点 召开的日期时间：2024 年 6 月 20 日 9 点 00 分 召开地点：北京市朝阳区西大望路甲 26 号院 1 号楼 2702 室 （五）网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自 2024 年 6 月 20 日 至 2024 年 6 月 20 日 股东大会召开日期：2024年6月20日 本次股东大会采用的网络投票系统：上海证券交易所股 东大会网络投票系统 采用上海证券交易所网络 ...

不光是生产这个咱们的电解槽同时呢他们还拥有这个电解槽的检测平台为其他企业他生产的电解槽呢去做标准化的行业标准的这种检测那么从这个生产之后接下来的就是咱们本身的这个质的环节那么质的环节呢就是公司比较大的 刚才我们也中简介绍了一下在吉林那边我们有一个比较大的风光青这个一体化的项目这样的氢能项目呢公司也在陆陆续续布局因为公司的氢能项目氢能公司啊就是一直在对各项的氢能项目在做这样的布局比如说我们有吉林松原的有甘肃兰州的甘肃九泉的还有呢河北这边也有一个氢能项目 那么吉林松源呢他是一个清并网的甘肃兰州和九泉的一个是全离网的还有一个呢是全并网的就公司也在这个初期探索阶段就通过不同的形式去最大限度的寻求如何种情况下是可以实现咱们的利润最高的最大化吧那么目前来讲公司在这个新能上面总体还是说嗯 用电解水制氢制氢之后呢再合成鞍或者甲醇然后鞍和甲醇呢它经过这个绿色认证之后再对外发售然后还会有一部分氢呢它就是就是以氢的这个形式去流存销售那么松原这个项目呢它是要大的嘛因为它一期大概有70亿左右 那么计划的年产性的大概是三万多吨的样子呃目前他这个新能源部分设计是已经完成了然后化工部分呢会速度更快一点然后风光电这部分呢也应该已经在施工当中了 ...

正式签约客户会议音频及文字记录的内容仅供国泰捐赠券客户内部学习使用不得外发并且必须经国泰捐赠券研究所审核后方可留存国泰捐赠券未授权任何媒体转发此次电话会议相关内容未经允许和授权转载转发均属侵权 国泰均安证券将保留追究其法律责任的权利国泰均安证券不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎提请广大投资者谨慎做出投资决策大家好欢迎参加国泰均安证券中国能见业绩交流与金款更新 目前说残毁者均处于静音状态在主讲联想结束后将会留提问时间下面有请主持人发言谢谢各位投资者各位朋友上午好我是国军建筑韩清晨今天上午我们非常荣幸的请到我们行业的龙头中国能见的江总跟我们就中国能见就新能源做一个深入的交流会议分为三个环节首先是我把观点做了介绍在后面是问答环节在后面是江总把能见做了介绍在后面是问答环节 整个二季度我们对建筑特别乐观为什么呢因为一季度的专业债发行大概是6000亿去年的一季度发行是1.4万亿同比下降大家看到一季度的建筑行业的整体一定是下降低于预期的但是我们判断第二季度的利润15个量会环比和同比会有改善会超市场预期因为在4月30号政治局要求加快推进专业债和特别国际债发行之后整个的这个 我们所构建的全景数据会显示五月 ...

证券研究报告 公 2024年05月07日 司 报 告 中国能建(601868) │ 行 业： 建筑装饰/基础建设 公 投资评级： 买入（首次） 司 当前价格： 2.21元 季 新能源延续高成长，利润率持续改善 目标价格： 2.97元 报 点 事件： 评 基本数据 公司披露2024年一季报，24Q1公司收入974亿元，yoy+10%，归母净利15 41,691.16/23,484. 总股本/流通股本(百万股) 亿元，yoy+32%，扣非归母净利11亿元，yoy+10%。非经常性损益较多主要 94 系非流动资产处置收益同比增加较多。24Q1公司新签合同额3,678亿元， 流通A股市值(百万元) 31,431.73 yoy+24%。 每股净资产(元) 2.47 ➢ 新能源与综合智慧能源收入及投入延续高增，毛利率延续改善 资产负债率(%) 76.58 24Q1新能源与综合智慧能源收入296.1亿元,yoy+34.5%，占公司总收入的 一年内最高/最低(元) 2.79/2.01 30.4%（vs 23fy收入占比29.4%）；投资47亿元，yoy+60.4%。新能源与 综合智慧能源业务收入及投入延续高速增长。24Q1 ...

Investment Rating - The report maintains an "Accumulate" rating for China Energy Engineering Corporation (601868) [2][4] Core Views - China Energy Engineering Corporation reported a robust growth in new contracts and net profit for Q1 2024, with a year-on-year increase of 32% in net profit and a 10.04% rise in revenue [3][5] - The company is experiencing strong growth in traditional energy, urban construction, and industrial manufacturing sectors, contributing to a 23.53% increase in new contract value [3][6] - The company’s gross profit margin improved to 10.71%, reflecting better project selection and an optimized business structure [7][8] Financial Performance - In Q1 2024, the company achieved a revenue of 974.04 billion yuan, a 10.04% increase year-on-year, and a net profit of 14.81 billion yuan, up 31.71% [5][6] - The new contract value reached 3677.56 billion yuan, with significant contributions from engineering construction and industrial manufacturing [3][6] - The gross profit margin for Q1 2024 was 10.71%, an increase of 0.65 percentage points year-on-year, while the net profit margin rose to 2.41%, up 0.32 percentage points [7][8] Business Segments - The engineering construction segment saw new contracts of 3151.68 billion yuan, a 10.38% increase, while industrial manufacturing contracts surged by 582.48% [3][6] - The company is focusing on diversifying its engineering construction business, with strong performance in traditional and renewable energy sectors [6][12] - The company is also advancing in new energy sectors, including storage and hydrogen energy, with significant project developments underway [12][13] Future Outlook - The report forecasts net profits of 88.24 billion yuan, 96.34 billion yuan, and 104.10 billion yuan for 2024, 2025, and 2026 respectively, with corresponding PE ratios of 10.4, 9.5, and 8.8 [4][13] - The company is expected to continue benefiting from its integrated investment and operation model in the new energy sector, which is anticipated to enhance profitability [12][13]

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][3] Core Views - The company has shown steady revenue and profit growth, with strong development in its renewable energy business. The new order signing continues to expand, indicating a positive outlook for market share growth [3][5] Financial Performance - In Q1 2024, the company achieved operating revenue of 974.04 billion yuan, a year-on-year increase of 10.0%. The net profit attributable to shareholders was 14.81 billion yuan, up 31.7% year-on-year. The operating cash flow was -161.93 billion yuan, with basic earnings per share of 0.034 yuan [4] - The gross profit margin and net profit margin improved by 0.65 and 0.32 percentage points to 10.71% and 2.41%, respectively [4] Order Growth - The company signed new contracts worth 367.76 billion yuan in Q1 2024, a year-on-year increase of 23.5%. Domestic contracts accounted for 275.93 billion yuan, up 25.0%, while overseas contracts reached 91.83 billion yuan, increasing by 19.4% [5] - The renewable energy sector is identified as the primary growth driver, with revenue from this segment reaching 29.61 billion yuan, a 34.5% increase year-on-year, constituting 30.4% of total revenue [5] Capital Raising and Technological Advancements - The company extended the validity period for a private placement to raise up to 14.85 billion yuan, ensuring the smooth progress of related issuance work [6] - In Q1 2024, the company received 552 patent authorizations, a 23.5% increase year-on-year, and achieved breakthroughs in compressed air energy storage technology [6] Earnings Forecast - The company maintains its profit forecast, expecting net profits attributable to shareholders to be 90.5 billion yuan, 106.0 billion yuan, and 123.3 billion yuan for 2024, 2025, and 2026, respectively. Corresponding EPS is projected to be 0.22 yuan, 0.25 yuan, and 0.30 yuan [3][6]

公司报告 | 季报点评 中国能建（601868） 证券研究报告 2024年04月 30日 投资评级 Q1 归母净利润大增32%，新能源业务加速推进 行业 建筑装饰/基础建设 6个月评级 买入（维持评级） 当前价格 2.23元 24Q1归母净利润大增 32%，新能源业务持续放量 目标价格 元 公司2024Q1实现营收974.04亿元，同比+10.04%，归母净利润为14.81亿 基本数据 元，同比+31.71%，扣非净利润为11.17 亿元，同比+9.98%。其中，新能源 A股总股本(百万股) 32,428.73 与综合智慧能源实现营业收入296.1亿元，同比增长34.5%，占公司总营业 收入的30.4%；投资47 亿元，同比增长60.4%，新能源作为业绩增长第一 流通A股股本(百万股) 14,222.50 引擎的作用充分彰显。我们预计24-26年公司归母净利润87、96、106亿， A股总市值(百万元) 72,316.06 对应PE为10.66/9.72/8.74，维持“买入”评级。 流通A股市值(百万元) 31,716.18 每股净资产(元) 2.42 资产负债率(%) 75.96 新能源业务订单持续高增， ...

Financial Performance - Operating revenue for the first quarter was RMB 97,403,938, representing a year-on-year growth of 10.04%[15] - Net profit attributable to shareholders was RMB 1,480,915, marking a significant increase of 31.71% compared to the same period last year[15] - Basic earnings per share increased by 36.00% to RMB 0.034 from RMB 0.025 in the previous year[15] - The weighted average return on equity rose by 0.258 percentage points to 1.372%[15] - Total revenue for Q1 2024 reached RMB 97,403,938 thousand, an increase of 10.6% compared to RMB 88,515,648 thousand in Q1 2023[54] - Operating profit for Q1 2024 was RMB 3,051,577 thousand, up 22.6% from RMB 2,490,231 thousand in Q1 2023[55] - Net profit for Q1 2024 was RMB 2,349,778 thousand, representing a 27.6% increase from RMB 1,841,548 thousand in Q1 2023[55] - The company reported a total comprehensive income of RMB 2,282,365 thousand for Q1 2024, compared to RMB 1,972,908 thousand in Q1 2023, an increase of 15.7%[57] Assets and Liabilities - Total assets at the end of the reporting period reached RMB 815,466,108, an increase of 4.13% compared to the previous year[14] - Total current assets as of March 31, 2024, were RMB 454.51 billion, up from RMB 426.07 billion as of December 31, 2023[42] - Non-current assets totaled RMB 360.96 billion as of March 31, 2024, compared to RMB 357.09 billion at the end of 2023[45] - Total liabilities increased to RMB 624,502,768 thousand as of March 31, 2024, compared to RMB 594,903,314 thousand at the end of 2023, reflecting a growth of 4.9%[49] - Non-current liabilities rose to RMB 196,704,166 thousand, up from RMB 177,894,764 thousand, marking an increase of 10.3%[49] - Current liabilities totaled RMB 427,798,602 thousand, a slight increase of 2.1% from RMB 417,008,550 thousand[47] - The total equity attributable to shareholders increased to RMB 112,274,173 thousand from RMB 110,464,737 thousand, a growth of 1.6%[51] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 390,583[20] - The top shareholder, China Energy Construction Group Co., Ltd., holds 44.86% of the shares[20] Contracts and Revenue Growth - The company signed new contracts worth RMB 367.76 billion in the reporting period, representing a year-on-year increase of 23.5%[29] - Domestic new contracts amounted to RMB 275.93 billion, up 25% year-on-year[30] - International new contracts totaled RMB 91.83 billion, with a year-on-year increase of 19.4%[31] Research and Development - A total of 552 patents were granted in the first quarter, marking a 23.5% increase year-on-year[32] - Research and development expenses for Q1 2024 were RMB 1,614,792 thousand, compared to RMB 1,286,788 thousand in Q1 2023, indicating a growth of 25.5%[54] Cash Flow - In Q1 2024, cash inflow from operating activities was CNY 92,156,931, an increase of 14.5% compared to CNY 80,447,850 in Q1 2023[60] - Cash outflow from operating activities totaled CNY 108,350,394, up from CNY 95,898,308 in the same period last year, resulting in a net cash flow from operating activities of -CNY 16,193,463[62] - Cash inflow from investment activities was CNY 4,796,982, significantly higher than CNY 2,710,888 in Q1 2023, while cash outflow increased to CNY 25,571,969 from CNY 8,237,270, leading to a net cash flow from investment activities of -CNY 20,774,987[62] - Cash inflow from financing activities reached CNY 46,755,828, compared to CNY 32,331,750 in Q1 2023, with a net cash flow from financing activities of CNY 25,050,193[64] Strategic Initiatives - The company is actively promoting the development of strategic emerging industries and future industries as part of its high-quality development strategy[29] - The company is advancing several key projects, including a green hydrogen and ammonia demonstration project in Inner Mongolia and a 200,000 kW wind-storage integration project in Henan[34] - The company is actively exploring the development of "green ecological zero-carbon ports" and has made progress on various integrated projects across different regions[37] - The company is implementing a digital transformation strategy, including the establishment of a financial data middle platform to enhance data sharing and asset value[35] Fundraising and Investments - The company plans to raise up to RMB 14.85 billion through a private placement to fund multiple green energy projects and supplement working capital[38] - The company received RMB 4,500,000,000 in borrowings during Q1 2024, an increase from RMB 2,500,000,000 in Q1 2023[80]

Revenue and Profit Growth - Revenue for the first quarter of 2024 increased by 10.04% year-over-year to RMB 97.403 billion[5] - Net profit attributable to shareholders of the company rose by 31.71% year-over-year to RMB 1.124 billion[5] - Revenue for Q1 2024 reached RMB 97.404 billion, up 10.04% year-on-year[15] - Net profit attributable to shareholders was RMB 1.481 billion, a 31.71% increase compared to the same period last year[15] - Total revenue for Q1 2024 reached 97.4 billion yuan, a 10% increase compared to 88.5 billion yuan in Q1 2023[26] - Net profit attributable to parent company shareholders was 1.48 billion yuan, up 31.7% from 1.12 billion yuan in Q1 2023[27] - Revenue for the first quarter of 2024 was RMB 97,403,938 thousand, a 10.04% increase compared to the same period last year[42] - Net profit attributable to shareholders of the listed company was RMB 1,480,915 thousand, a 31.71% increase year-on-year[42] - Revenue reached RMB 97.404 billion, up 10.04% year-on-year[52] - Net profit attributable to shareholders was RMB 1.481 billion, a 31.71% increase year-on-year[52] - Total revenue for Q1 2024 reached 97,403,938 thousand yuan, compared to 88,515,648 thousand yuan in Q1 2023[63] - Net profit attributable to parent company owners was 31,310,223 thousand yuan in Q1 2024, up from 29,848,343 thousand yuan in Q1 2023[62] - Net profit attributable to parent company shareholders reached 1,480,915 thousand yuan, an increase of 31.7% compared to the same period last year[64] Earnings Per Share and Return on Equity - Basic earnings per share (EPS) increased by 36.00% year-over-year to RMB 0.025[5] - The weighted average return on equity (ROE) increased by 0.258 percentage points to 1.372%[5] - Basic earnings per share increased to 0.034 yuan, a 36% rise from 0.025 yuan in the same period last year[28] - Net profit attributable to shareholders increased by 31.71%, with basic and diluted earnings per share both rising by 36%[45] - Basic earnings per share were 0.034 yuan, representing a 36% increase compared to the same period last year[65] - The company's weighted average return on equity (ROE) for the first quarter of 2024 was 1.372%, an increase of 0.258 percentage points compared to the same period last year[42] Assets and Liabilities - Total assets grew by 4.13% compared to the end of the previous year, reaching RMB 815.466 billion[5] - Short-term borrowings increased by 43.23% due to expanded business scale and financing needs[8] - The company issued new bonds, leading to a 400.00% increase in bonds payable[8] - The company's total assets as of Q1 2024 were RMB 815.47 billion, with current assets of RMB 454.51 billion and non-current assets of RMB 360.96 billion[22] - The company's accounts receivable increased to RMB 88.94 billion in Q1 2024, up from RMB 78.22 billion in the previous period[22] - The company's contract assets grew to RMB 125.26 billion in Q1 2024, compared to RMB 113.22 billion previously[22] - The company's short-term borrowings rose to RMB 50.15 billion in Q1 2024, up from RMB 35.01 billion in the prior period[22] - The company's accounts payable remained stable at RMB 201.63 billion in Q1 2024, slightly down from RMB 203.33 billion previously[22] - The company's development expenditure increased to RMB 201.31 million in Q1 2024, up from RMB 183.21 million in the previous period[22] - Total liabilities decreased by 4.7% to 624.5 billion yuan compared to 594.9 billion yuan at the end of 2023[24] - Contract liabilities increased by 7.5% to 75.3 billion yuan from 70.1 billion yuan at the end of 2023[24] - Long-term borrowings rose by 8.1% to 170.7 billion yuan compared to 157.9 billion yuan at the end of 2023[24] - Total equity increased by 1.4% to 190.96 billion yuan from 188.25 billion yuan at the end of 2023[25] - Total assets as of March 31, 2024 were 100,180,171 thousand RMB, compared to 98,644,442 thousand RMB as of December 31, 2023[33] - Long-term equity investments as of March 31, 2024 were 96,100,159 thousand RMB, up from 94,016,499 thousand RMB as of December 31, 2023[31] - Total liabilities as of March 31, 2024 were 14,225,019 thousand RMB, compared to 12,475,192 thousand RMB as of December 31, 2023[32] - Shareholders' equity as of March 31, 2024 was 85,955,152 thousand RMB, down from 86,169,250 thousand RMB as of December 31, 2023[33] - Total assets increased to 815,466,108 thousand yuan in Q1 2024, up from 783,156,193 thousand yuan in the same period last year[60][62] - Contract assets grew to 125,256,903 thousand yuan in Q1 2024, compared to 113,216,189 thousand yuan in Q1 2023[60] - Long-term loans increased to 170,720,978 thousand yuan in Q1 2024, up from 157,944,145 thousand yuan in Q1 2023[61] - Total liabilities rose to 624,502,768 thousand yuan in Q1 2024, compared to 594,903,314 thousand yuan in Q1 2023[61] - Fixed assets increased to 62,276,381 thousand yuan in Q1 2024, up from 57,580,226 thousand yuan in Q1 2023[60] - Intangible assets grew to 84,508,950 thousand yuan in Q1 2024, compared to 82,464,208 thousand yuan in Q1 2023[60] - Short-term borrowings rose to 50,153,301 thousand yuan in Q1 2024, up from 35,014,887 thousand yuan in Q1 2023[60] - Contract liabilities increased to 75,319,820 thousand yuan in Q1 2024, compared to 70,089,061 thousand yuan in Q1 2023[61] - Total assets increased to 100,180,171 thousand yuan from 98,644,442 thousand yuan at the end of 2023[68][69] - Total liabilities increased to 14,225,019 thousand yuan from 12,475,192 thousand yuan at the end of 2023[69] - Short-term borrowings increased to 4,000,000 thousand yuan from 3,500,000 thousand yuan at the end of 2023[69] - Total equity decreased slightly to 85,955,152 thousand yuan from 86,169,250 thousand yuan at the end of 2023[70] Cash Flow and Financial Activities - Operating cash flow for Q1 2024 was -16,193,463 thousand RMB, compared to -15,450,458 thousand RMB in Q1 2023[30] - Cash received from sales of goods and services in Q1 2024 was 91,551,174 thousand RMB, up from 76,738,159 thousand RMB in Q1 2023[29] - Cash paid for goods and services in Q1 2024 was 94,895,671 thousand RMB, compared to 83,889,271 thousand RMB in Q1 2023[29] - Net cash flow from financing activities in Q1 2024 was 25,050,193 thousand RMB, up from 19,945,298 thousand RMB in Q1 2023[30] - Cash and cash equivalents at the end of Q1 2024 were 56,010,736 thousand RMB, down from 62,845,888 thousand RMB at the end of Q1 2023[30] - Cash received from tax refunds in Q1 2024 was 168,044 thousand RMB, up from 125,785 thousand RMB in Q1 2023[29] - Operating cash flow for the first quarter of 2024 was negative RMB 16,193,463 thousand, compared to negative RMB 15,450,431 thousand in the same period last year[42] - Net cash flow from financing activities was RMB 1,466,816 thousand, compared to negative RMB 1,709,732 thousand in the same period last year[37] - Net cash flow from investment activities was negative RMB 685,835 thousand, compared to positive RMB 1,617,091 thousand in the same period last year[37] - The company's cash and cash equivalents at the end of the first quarter of 2024 were RMB 856,463 thousand, compared to RMB 699,883 thousand at the end of the same period last year[37] - Operating cash flow was negative at -16,193,463 thousand yuan, a 4.8% decrease compared to the previous year[66] - Investment cash flow was negative at -20,774,987 thousand yuan, a significant increase in outflow compared to -5,526,382 thousand yuan in the same period last year[67] - Financing cash flow showed a positive net increase of 25,050,193 thousand yuan, up 25.6% year-over-year[67] - Sales revenue from goods and services reached 91,551,174 thousand yuan, a 19.3% increase compared to the previous year[66] - Cash and cash equivalents at the end of the period stood at 56,010,736 thousand yuan, a decrease of 10.8% from the beginning of the period[67] - Total assets under construction increased significantly, with 16,185,213 thousand yuan spent on fixed assets, intangible assets, and other long-term assets[67] - Operating cash flow was -292,023 thousand yuan, compared to -181,125 thousand yuan in the same period last year[73] - Investment income received in cash was 39,597 thousand, compared to 68,506 thousand in the previous period[74] - Cash received from other investment-related activities was 3,086,000 thousand[74] - Total cash inflows from investment activities were 3,154,506 thousand[74] - Cash paid for the acquisition of fixed assets, intangible assets, and other long-term assets was 4,772 thousand, compared to 14,829 thousand in the previous period[74] - Cash paid for investments was 720,660 thousand, compared to 892,585 thousand in the previous period[74] - Total cash outflows from investment activities were 1,537,415 thousand[74] - Net cash flow from financing activities was 1,466,816 thousand, compared to -1,709,732 thousand in the previous period[74] - Net increase in cash and cash equivalents was 488,928 thousand, compared to -275,342 thousand in the previous period[74] - Ending cash and cash equivalents balance was 856,463 thousand, compared to 699,883 thousand in the previous period[74] Shareholders and Equity - The number of ordinary shareholders at the end of the reporting period was 390,583[10] - The largest shareholder, China Energy Engineering Group Co., Ltd., holds 44.86% of the shares[10] - The total number of ordinary shareholders at the end of the reporting period was 390,583[47] - China Energy Engineering Group holds 44.86% of the company's shares, with 18,700,652,122 shares[47] - HKSCC Nominees Limited holds 20.24% of the company's shares, totaling 8,438,039,751 shares[47] - China Guoxin Holdings owns 4.87% of the company's shares, amounting to 2,029,378,794 shares[47] - China Securities Finance Corporation holds 1.47% of the company's shares, totaling 613,374,538 shares[47] Contracts and Business Performance - The company achieved a new contract value of RMB 367.76 billion in Q1 2024, a year-on-year increase of 23.5%[15] - Domestic new contract value in Q1 2024 was RMB 275.93 billion, up 25% year-on-year[15] - Overseas new contract value reached RMB 91.83 billion, a 19.4% increase year-on-year, with a 25.1% growth in contracts from Belt and Road countries[15] - Newly signed contracts amounted to RMB 367.76 billion, a year-on-year increase of 23.5%[52] - Domestic newly signed contracts totaled RMB 275.93 billion, up 25% year-on-year[52] - Overseas newly signed contracts reached RMB 91.83 billion, a 19.4% increase year-on-year[52] New Energy and Innovation - The company's new energy and integrated smart energy business generated RMB 29.61 billion in revenue, accounting for 30.4% of total revenue, with a 34.5% year-on-year growth[17] - Investment in new energy reached RMB 4.7 billion, a 60.4% increase year-on-year[17] - The company obtained 552 patent authorizations in Q1 2024, a 23.5% increase year-on-year[16] - The 300MW compressed air energy storage demonstration project in Hubei Yingcheng successfully connected to the grid, setting multiple world records[16] - Revenue from new energy and integrated smart energy was RMB 29.61 billion, up 34.5% year-on-year, accounting for 30.4% of total revenue[54] - Investment in new energy increased by 60.4% year-on-year to RMB 4.7 billion[54] - The company obtained 552 patent authorizations, a 23.5% increase year-on-year[53] Strategic Projects and Investments - The company has completed the integration of financial systems for 8 subsidiaries and 6 unified systems, and established a financial data platform to achieve data sharing and synchronization[18] - The company is advancing the "East Data West Computing" project, with the Qingyang project progressing smoothly and the Zhongwei project starting construction[18] - The company has launched the first highway-integrated photovoltaic, energy storage, and charging demonstration project in Shandong, which was selected as a national green energy transition case[19] - The company plans to raise up to RMB 14.85 billion through a private placement of A-shares to fund projects including the Hami "solar (thermal) storage" multi-energy complementary green power demonstration project and the Qingyang "East Data West Computing" smart zero-carbon big data industrial park[21] - The company plans to raise up to RMB 14.85 billion through a private placement of A shares[57] Miscellaneous Financial Metrics - Non-recurring gains and losses amounted to RMB 363.692 million, including government subsidies of RMB 115.693 million[7] - Operating profit grew by 22.5% to 3.05 billion yuan compared to 2.49 billion yuan in Q1 2023[27] - Total comprehensive income reached 2.28 billion yuan, a 15.7% increase from 1.97 billion yuan in Q1 2023[28] - Interest expenses increased by 33.7% to 1.67 billion yuan compared to 1.25 billion yuan in Q1 2023[26] - Non-recurring gains and losses amounted to 363,692 thousand yuan, including 340,360 thousand yuan from the disposal of non-current assets and 115,693 thousand yuan from government subsidies[43][44] - Transactional financial assets surged by 882.31%, driven by the acquisition of fixed-income financial assets for liquidity management[45] - The company's net profit for the first quarter of 2024 was negative RMB 130,436 thousand, compared to negative RMB 47,794 thousand in the same period last year[34] - The company's total comprehensive income for the first quarter of 2024 was negative RMB 130,436 thousand, compared to negative RMB 47,794 thousand in the same period last year[35] - The company's total profit reached 3,096,186 thousand yuan, a 23% increase compared to the same period last year[64] - Net profit for the first quarter of 2024 was -130,436 thousand yuan, compared to -47,794 thousand yuan in the same period last year[71][72] - Financial expenses increased to 44,139 thousand yuan from 14,238 thousand yuan in the same period last year[71] - Revenue for the first quarter of 2024 was 2,564 thousand yuan, a decrease from 3,721 thousand yuan in the same period last year[71]