中电建协：我国电源与电网建设呈现规模扩张与结构优化并进态势

Core Insights - In 2024, major power companies in China completed investments of 1.8178 trillion yuan, representing a year-on-year increase of 13.9% [1] - The total installed power generation capacity reached 3.35 billion kilowatts, with a year-on-year growth of 14.6% [2] - The application of intelligent technologies in the power construction industry has become widespread, enhancing safety and efficiency [2] Investment Overview - Total investment in power generation projects was 1.2094 trillion yuan, up 13.2% year-on-year, while investment in grid construction reached 608.4 billion yuan, increasing by 15.3% [1] - Renewable energy investments included 447.8 billion yuan in solar power (up 1.9%) and 316.3 billion yuan in wind power (up 10.9%) [1] Installed Capacity Details - Hydropower capacity reached 440 million kilowatts, growing by 3.6%, while solar power saw a significant increase of 45.4% to 890 million kilowatts [2] - Coal-fired power capacity was 1.19 billion kilowatts, with a growth of 2.6%, while gas-fired power capacity increased by 13.9% to 140 million kilowatts [2] Company Performance - Overall revenue for power survey and design companies was 430 billion yuan, with a net profit margin of 3.8%, down 0.2 percentage points [3] - Revenue for thermal and hydropower construction companies reached 679.8 billion yuan, with a net profit margin of 1.5%, down 0.3 percentage points [3] Human Resource Efficiency - Power survey and design companies reported an average revenue per employee of 4.697 million yuan, up 8.3%, while net profit per employee was 181,000 yuan, up 3.4% [4] - In contrast, thermal and hydropower construction companies saw a decline in net profit per employee to 51,000 yuan, down 3.8% [5] Future Outlook - The power generation and grid construction sectors are expected to continue expanding in scale while optimizing structure during the 14th Five-Year Plan period [6] - The industry is anticipated to maintain strong growth through market reforms, technological innovation, and upgrades in the industrial chain [6]