内容概况：当前，中国电力系统仿真行业正处于技术突破与应用扩展的关键期，其发展由"双碳"目标下 构建新型电力系统的紧迫需求直接驱动，并呈现出技术自主、应用深化、生态协同的鲜明特征。2024 年，中国电力系统仿真行业市场规模约为3.01亿元，同比增长10.26%。 相关上市企业：国电南瑞（600406）、国网信通（600131）、国能日新（301162）、东方电子 （000682） 电力系统仿真通过数学模型与计算机技术模拟电力系统的运行状态、动态行为及规划设计过程。其核心 目标包括验证理论模型、测试控制策略、评估故障影响、优化系统设计及支撑运行培训等。该技术通过 虚拟环境替代实际系统，实现安全、高效的分析验证，广泛应用于电网规划、运行优化、新能源并网、 故障诊断及人员培训等领域。按时间尺度分类，电力系统仿真主要分为电磁暂态仿真、机电暂态仿真、 中长期动态仿真三大类。 相关企业：中芯国际集成电路制造有限公司、超聚变数字技术股份有限公司、浪潮电子信息产业股份有 限公司、北京华大九天科技股份有限公司、浙江中控技术股份有限公司、武汉达梦数据库股份有限公 司、国家电网有限公司、中国华能集团有限公司、寒武纪科技股份有限公司 ...

Group 1 - The establishment of the User Ecology Branch of the China Electricity Council marks a new phase in the standardized and collaborative development of the energy user ecosystem in China, aimed at injecting strong new momentum into the green, low-carbon, and high-quality development of the energy and power industry [1][2] - The conference gathered nearly 200 representatives from various sectors, including government, industry, academia, research, and users, to witness the unveiling of the branch and the signing of agreements with 16 ecological partners [1] - The transition of users from being "receivers" of energy to "participants" and "co-builders" reflects a consensus in the industry to create an open, collaborative, intelligent, and win-win energy service ecosystem [1] Group 2 - The User Ecology Branch aims to create an open, integrated, and compliant collaborative platform to address challenges such as resource dispersion, incomplete mechanisms, and collaboration bottlenecks in the user-side ecosystem [2] - The branch's president emphasized the goal of transforming energy services from "one-way supply" to "two-way interaction" and from "single service" to "ecological empowerment" [2]

格隆汇1月29日丨中国电力(02380.HK)发布公告，2026年1月29日，远达工程公司(公司一家非全资拥有 的间接附属公司)与达州能源订立了一份总承包合同。据此，远达工程公司将为达州项目的脱硫系统提 供系统设计、设备采购、建筑安装，以及其他技术支援服务，代价人民币约1.99亿元(约相等于2.24亿港 元)。 ...

Core Viewpoint - China Power (02380) has announced a total contract worth RMB 199 million for the desulfurization system project with Dazhou Energy, which will enhance its market share in the flue gas treatment sector and support its transition to a green low-carbon energy supplier [1][2] Group 1: Contract Details - The contract includes system design, equipment procurement, construction installation, commissioning, completion certification, training, performance quality assurance, and follow-up services during the defect liability period [1] - The defect liability period lasts for one year after the last system unit completes its 168-hour full-load trial operation [1] Group 2: Market Position and Strategy - The contract price aligns with current market rates for similar desulfurization services provided by other companies [2] - The board believes that the terms of the contract are competitive compared to those offered by independent third parties [2]

智通财经APP讯，中国电力(02380)发布公告，2026年1月29日，远达工程公司(本公司一家非全资拥有的 间接附属公司)与达州能源订立了一份总承包合同。据此，远达工程公司将为达州项目的脱硫系统提供 系统设计、设备采购、建筑安装，以及其他技术支援服务，代价人民币1.99亿元。 总承包合同的代价符合市场上其他公司为同类脱硫系统提供相同服务所收取的现行市场价格。董事认 为，总承包合同的代价及其相关条款均不逊于独立第三方给予本集团的代价及条款。 远达工程公司已同意作为总承包商，为达州项目的脱硫系统提供一系列服务，包括系统设计、设备采 购、运输和储存、建筑安装、调试、完工认证(进行试运行、消缺、性能保证考核验收等)、培训、性能 质量保证、最终交付以及涵盖整个缺陷责任期(即最后一台系统机组完成其 168 小时满负荷试运后满一 年)的跟进服务。在缺陷责任期内，远达工程公司有义务修正可能出现的任何缺陷和损坏。 随着中国燃煤发电厂烟气排放标准日益严格，远达工程公司凭借其专业技术提供脱硫工程承包服务，以 协助客户达到烟气排放法规要求。透过获得达州项目的脱硫系统总承包合同，远达工程公司得以扩大其 在烟气处理领域的市场份额，并巩 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準 確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部份內容而產 生或因倚賴該等內容而引致的任何損失承擔任何責任。 中 國 電 力 國 際 發 展 有 限 公 司 China Power International Development Limited （在香港註冊成立的有限責任公司） （股份代號：2380） 關連交易 有關脫硫系統建設的總承包合同 二零二六年一 月二十九日 ，遠達工程公司（本公司一家非全資擁有的間接附 屬公司）與達州能源訂立了一份總承包合同。 據此，遠達工程公司 將為達州 項目 的脫硫系統提供系統 設計、設備採購、建築安裝，以及其他技術支援服 務，代價人民幣 199,188,000 元（約相等於 223,807,000 港元）。 於本公告日期，中電國際擁有本公司已發行股本約 59.42%，並為本公司的控 股股東 。 達州能源為中電國際 全資擁有的間接附屬公司 ， 根據上市規則定 義， 中電國際 、其附屬公司及聯繫人均為本公司的關連人士。因此，訂立總 承包合同根據上市規則屬於本公司的一項關連交易。 ...

Market Performance - The Hong Kong stock market experienced fluctuations with the Hang Seng Index closing up by 361.43 points, a rise of 1.35% to 27,126.95 points [1] - The Hang Seng Tech Index increased by 28.73 points, up 0.5% to 5,754.72 points, while the National Enterprises Index rose by 97.67 points, a 1.07% increase to 9,244.88 points [1] - Major tech stocks showed mixed performance, with Alibaba up 2.85% and Tencent up 1.25%, while JD.com fell by 2.16% [1] Company News - China Power (02380.HK) reported a total electricity sales volume of 10.73105 million MWh for December 2025, a decrease of 2.31% year-on-year, with an annual total of approximately 126 million MWh, down 1.27% [2] - Harbin Electric (01133.HK) expects a net profit attributable to shareholders of approximately RMB 2.65 billion for the fiscal year 2025, compared to RMB 1.686 billion in the previous year [2] - Dongyang Sunshine Pharmaceutical (06887.HK) signed a strategic cooperation agreement with Shenzhen Jingtai to establish a joint venture for an AI-driven drug development platform [3] - Weisheng Pharmaceutical-B (02561.HK) received approval from the National Medical Products Administration for the marketing license of its injectable growth hormone [4] - Kintor Pharmaceutical-B (02171.HK) issued a profit warning, expecting a net loss for 2025 to be reduced to no more than approximately RMB 120 million [5] - Heng Rui Pharmaceutical (01276.HK) received approval for clinical trials of its SHR-1049 injection [6] Institutional Insights - According to招商国际, the Hong Kong stock market is in a performance vacuum at the beginning of the year, with high growth expectations in the new economy driving market confidence [11] - 富国基金 suggests that the market is likely to maintain a volatile consolidation pattern, with core drivers stemming from global trade tensions and domestic economic recovery [11] - 华泰证券 emphasizes the potential for continued rebounds in the first quarter, focusing on sectors such as AI (semiconductors, software) and innovative pharmaceuticals [11] - 浙商国际 expresses optimism for sectors benefiting from policy support, including renewable energy, innovative pharmaceuticals, and AI technology [12]

Market Overview - The Hong Kong stock index showed an upward trend in early trading on January 27, with the Hang Seng Index rising by 1.07% to 27,053.05 points, the Hang Seng Tech Index increasing by 0.2% to 5,737.27 points, and the China Enterprises Index up by 0.86% to 9,225.77 points [1] - Major technology stocks exhibited mixed performance, with Alibaba up by 2.18%, Tencent Holdings up by 1.08%, JD.com down by 1.38%, and Meituan down by 0.51% [1] - Gold stocks continued to rise, with Zijin Mining and Zijin Gold International reaching historical highs, while insurance stocks were active, with AIA Group rising over 3% [1] Company News - China Power (02380.HK) reported a total electricity sales volume of 10.73105 million MWh for December 2025, a decrease of 2.31% year-on-year, with an annual cumulative total of approximately 126 million MWh, down by 1.27% year-on-year [2] - Harbin Electric (01133.HK) expects a net profit attributable to shareholders of approximately RMB 2.65 billion for the fiscal year 2025, compared to RMB 1.686 billion in the previous year [2] - Singularity National Peak (01280.HK) has entered into a GPU distribution cooperation agreement with Muxi Co., aiming to enter the domestic AI computing power market [2] - Dongyang Sunshine Pharmaceutical (06887.HK) signed a strategic cooperation agreement with Shenzhen Jingtai to establish a joint venture for an AI-driven drug research and development platform [3] - Vison Pharmaceutical-B (02561.HK) received approval from the National Medical Products Administration for the marketing authorization application of injectable Long-acting Growth Hormone [4] - Kintor Pharmaceutical-B (02171.HK) issued a profit warning, expecting a net loss for 2025 to be reduced to no more than approximately RMB 120 million [5] - Zhaoke Ophthalmology-B (06622.HK) is advancing the commercialization of BRIMOCHOL PF for presbyopia treatment in Singapore and Vietnam through partnerships with AFT and Qianshou [5] - Heng Rui Pharmaceutical (01276.HK) received a clinical trial approval notice for SHR-1049 injection [6] - Baolong Real Estate (01238.HK) has had its bond restructuring plan approved by relevant bondholder meetings [7] - Aibo Technology Holdings (08279.HK) entered into a technical service agreement with Hong Kong Gold Trading Co., Ltd. [8] - Future Data Group (08229.HK) signed a strategic cooperation framework agreement with Linghe Culture [9] - Howey Group (00501.HK) plans to invest up to USD 50 million to subscribe for shares in Aixin Yuan Zhi's initial public offering [10] Institutional Insights - According to招商国际, the Hong Kong stock market is currently in an earnings vacuum period, with high growth expectations for new economy sectors boosting market confidence. The appreciation of the RMB is favorable for Hong Kong stocks, and domestic policies are focusing on technological innovation and expanding domestic demand [11] - Citigroup believes that the outlook for Hong Kong stocks is better than that of A-shares, with optimism for 2026 supported by both southbound and foreign capital. However, potential risks include high overseas interest rates and corporate earnings falling short of expectations [11] - Huatai Securities noted that technology and cyclical "consumables" are expected to lead the recovery of Hong Kong stocks, with external pressures easing and domestic macro data stabilizing [11] - Guoyuan International suggests that the current environment may allow Hong Kong stocks to continue outperforming U.S. stocks, driven by low long-term valuation levels and potential recovery in domestic credit demand [12]

Market Overview - The Hong Kong stock index opened slightly higher on January 27, with the Hang Seng Index rising by 0.36% to 26,863.15 points, the Hang Seng Tech Index increasing by 0.16% to 5,734.9 points, and the National Enterprises Index up by 0.28% to 9,173.2 points [1] - Major tech stocks mostly rose, with Alibaba up by 0.97%, Tencent Holdings up by 0.08%, and JD.com down by 0.17% [1] - Automotive stocks were active, with BYD rising by over 1%, while gold stocks saw some increases, with Zijin Mining up by over 4% [1] Company News - China Power (02380.HK) reported a total consolidated electricity sales volume of 10.73105 million MWh for December 2025, a decrease of 2.31% year-on-year, with an annual cumulative total of approximately 126 million MWh, down by 1.27% year-on-year [2] - Harbin Electric (01133.HK) expects a net profit attributable to shareholders of approximately RMB 2.65 billion for the fiscal year 2025, compared to RMB 1.686 billion in the previous year [2] - Singularity National Peak (01280.HK) has entered into a GPU distribution cooperation agreement with Muxi Co., aiming to enter the domestic AI computing power market [3] - East Sunshine Pharmaceutical (06887.HK) has signed a strategic cooperation agreement with Shenzhen Jingtai to establish a joint venture for an AI-driven drug research and development platform [4] - Weisheng Pharmaceutical-B (02561.HK) has received approval from the National Medical Products Administration for the marketing authorization application of injectable Long Pei growth hormone [5] - Kexin Pharmaceutical-B (02171.HK) issued a profit warning, expecting a net loss for 2025 to be reduced to no more than approximately RMB 120 million [6] - Zhenghong Pharmaceutical (01276.HK) has received a clinical trial approval notice for SHR-1049 injection [7] - Baolong Real Estate (01238.HK) has had its bond restructuring plan approved by the relevant bondholders' meeting [8] - Aobo Technology Holdings (08279.HK) has entered into a technical service agreement with Hong Kong Gold Trading Co., Ltd. [9] - Future Data Group (08229.HK) has signed a strategic cooperation framework agreement with Linghe Culture [10] - Haowei Group (00501.HK) plans to invest up to USD 50 million to subscribe for shares in Aixin Yuan Zhi's initial public offering [11] Institutional Insights - Huatai Securities noted that foreign and southbound capital continues to flow in, with public fund positions in Hong Kong stocks dropping to 23% in Q4, significantly reducing potential selling pressure [12] - Goldman Sachs has raised its year-end gold price forecast from USD 4,900 to USD 5,400 per ounce due to increasing demand from private investors and central banks [12] - CITIC Securities recommends focusing on cloud computing service providers and continuing to recommend AI computing power sectors and AI applications, highlighting the ongoing AI industrial revolution [12]

证券代码：601669 股票简称：中国电建 公告编号：临2026-007 中国电力建设股份有限公司 关于提前归还部分临时补充流动资金的募集资金的公告 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。 中国电力建设股份有限公司董事会 二〇二六年一月二十七日 公司已于2025年11月24日提前归还用于临时补充流动资金的2.30亿元至公司募集资金专户，详见公司于 2025年11月26日发布的《中国电力建设股份有限公司关于提前归还部分临时补充流动资金的募集资金的 公告》（临2025-071号）。 2026年1月23日，公司再次提前归还用于临时补充流动资金的募集资金3.16亿元至公司募集资金专户， 并将上述募集资金归还情况通知了公司保荐机构及保荐代表人。 截至本公告披露日，公司实际使用55.29亿元（最高额）闲置募集资金临时补充流动资金。本次归还 后，尚未归还的用于临时补充流动资金的募集资金余额为49.83亿元。 特此公告。 中国电力建设股份有限公司（以下简称公司）于2025年7月21日召开公司第四届董事会第十一次会议、 第四届监事会第七 ...