央国企动态系列报告之55:重大工程纵深推进与战略重组落地,央国企发力新质生产力与能源安全
CMS·2026-01-12 05:02

Group 1: Major Projects and Strategic Focus - The State-owned Assets Supervision and Administration Commission (SASAC) has mandated central enterprises to prioritize the implementation of significant projects and landmark engineering initiatives, focusing on energy security and modern infrastructure[4] - Central enterprises have initiated a series of major projects with a total investment exceeding 400 billion yuan, including the 70 billion yuan expansion of the Wanzhou Power Plant and the 1.2 trillion yuan Yarlung Tsangpo River hydropower project[9][12] - The focus on fusion energy has led to significant advancements, including the delivery of the first wall component for the China Fusion Engineering Test Reactor (CFETR), marking a critical step in domestic research and international collaboration[16][18] Group 2: Market Performance and Financial Metrics - As of January 9, 2026, the total market capitalization of A-share listed central enterprises reached 36 trillion yuan, accounting for 29% of the overall A-share market[29] - The central enterprise technology-leading index has shown a 11.6% increase over the past two weeks, outperforming the Shanghai and Shenzhen 300 index by 9.4 percentage points[29] - Among central enterprises with a market capitalization exceeding 100 billion yuan, China Satellite Communications has seen a remarkable 73% increase in stock price over the past two weeks[30]