华能才朋风电项目首批机组正式并网发电。 华能才朋风电项目应用了全国领先的叶片防雷型监测系统，通过采用光学振动传感器和光 纤通讯方式，可从根本上避免传统通讯线缆及金属传感器在雷电环境下可能引发的附加风 险。 来源：中国华能微信公众号 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 编辑丨闫志强 2月8日，华能在藏首个风电项目，华能才朋风电项目首批机组正式并网发电，标志着华 能在藏新能源发展实现新突破。 项 目 位 于 西 藏 自 治 区 山 南 市 乃 东 区 境 内 平 均 海 拔 约 5050 米 的 高 原 上 ， 装 机 规 模 8 万 千 瓦，配置16兆瓦/64兆瓦时构网型储能系统。项目拟建设安装15台5兆瓦风机和1台6.25 兆瓦的示范机组，该示范机组为西藏单机容量最大风电机组。项目预计年发电量超2.23 亿千瓦时，每年可节约标煤约6万吨，减少CO₂排放约16.4万吨，将有效增强当地能源保 障能力，对践行"双碳"目标发挥积极作用。 ...

张玉卓强调，各中央企业党委（党组）要高度重视楷模、关心关爱楷模，广泛宣传楷模先进事迹，进一 步激励国资央企广大党员干部从中汲取干事创业、拼搏进取的不竭动力，更好服务党和国家工作大局， 服务经济社会高质量发展，服务保障和改善民生。 2月4日， 国务院国资委党委发布2025年度"央企楷模"。主办方供图 中国青年报客户端讯（中青报·中青网见习记者 刘佳佳 记者 宁迪）2月4日，国务院国资委党委发布2025 年度"央企楷模"。2025年度"央企楷模"是中核集团陈亮、航空工业集团"9·3"阅兵航空武器装备保障团 队、中国石油深地塔科1井万米深井攻坚团队、国家电网大电网安全仿真创新团队、中国华能郜时旺、 守护人民彰显大爱的央企英雄群体、鞍钢胡奉雅、中国南水北调中线陶岔管理处团队、中国建材陈秋 飞、中国信科孙韶辉。 国务院国资委党委书记、主任张玉卓代表国务院国资委党委向获得"央企楷模"荣誉称号的团队和个人致 以崇高敬意，向所有为国资央企高质量发展作出突出贡献的先进典型表示衷心感谢。他指出，"央企楷 模"中有推动高水平科技自立自强的领军人才、铸就大国重器的先进典型、矢志报国的一线优秀青年科 技工作者、牢记央企担当履行社会责任 ...

Group 1 - BlackRock, Inc. reduced its stake in Huaneng International Power Co., Ltd. by selling 4.992 million shares at an average price of HKD 5.6978 per share, totaling approximately HKD 28.44 million [1] - Following the sale, BlackRock's total shareholding in Huaneng International decreased to 325,065,667 shares, resulting in a reduction of its ownership percentage from 7.02% to 6.92% [1]

Group 1 - BlackRock, Inc. reduced its stake in Huaneng International Power Co., Ltd. by selling 4.992 million shares at an average price of HKD 5.6978 per share, amounting to approximately HKD 28.4434 million [1] - Following the sale, BlackRock's total shareholding in Huaneng International decreased to 325,065,667 shares, with its ownership percentage dropping from 7.02% to 6.92% [1] Group 2 - Wang Yu was elected as the employee representative director of Huaneng International Power Co., Ltd. [2]

2026 年 2 月 目录 | 摘要 | 1 | | --- | --- | | 分析思路 | 2 | | 行业基本面 | 2 | | 行业内企业信用分析 | 15 | | 结论 | 24 | | 附表 | 25 | 联络人 www.ccxi.com.cn 作者 企业评级部 盛 蕾 010-66428877 lsheng@ccxi.com.cn 王琳博 010-66428877 lbwang@ccxi.com.cn 马 骁 010-66428877 xma@ccxi.com.cn 赵曰鹏 010-66428877 ypzhao@ccxi.com.cn 其他联络人 王梦莹 010-66428877 mywang01@ccxi.com.cn 中诚信国际 行业展望 中国电力生产行业 ◼ 2025年以来，我国经济在复杂的外部环境下实现稳健增长，全社会用电量同比保持中速 增长；预计2026年国内高技术及新质生产力的发展仍将对用电增量需求提供支撑，加之 经济提质增效政策的持续发力以及极端天气等因素，我国全社会用电需求或将继续保持 中速增长态势。 ◼ 2025年我国新能源装机维持高速增长，预计2026年电源结构清洁化发展趋 ...

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) has announced the "Model Central Enterprises" for 2025, emphasizing the importance of promoting advanced deeds and spirits of model enterprises to inspire high-quality development in central enterprises [1][3]. Group 1: Announcement of Model Central Enterprises - The 2025 "Model Central Enterprises" include notable teams and individuals such as Chen Liang from China National Nuclear Corporation, the "9·3" military parade aviation equipment support team from Aviation Industry Corporation of China, and the deep well attack team from China National Petroleum Corporation [3]. - Zhang Yuzhuo, the Secretary of the SASAC Party Committee, expressed high respect for the awarded teams and individuals, highlighting their contributions to the high-quality development of state-owned enterprises [3]. Group 2: Inspirational Messages and Responsibilities - Zhang emphasized that the new era is one for strivers, and the model representatives embody the spirit of dedication and patriotism, motivating countless employees to pursue progress and innovation [4]. - Central enterprise party committees are urged to pay attention to and care for the model representatives, widely publicizing their advanced deeds to inspire employees to contribute to the national economic and social development [4].

Group 1 - The core viewpoint of the news highlights the positive performance of the thermal power and electric grid sectors, with the National Green Power Index rising by 0.20% as of February 6, 2026, and several key stocks showing significant gains [1] - The completion of the China-Laos 500 kV interconnection project marks a significant milestone, enabling a mutual electricity supply capacity of 1.5 million kilowatts and an annual transmission of 3 billion kilowatt-hours of clean electricity [1] - By 2025, the national electricity market transaction volume is expected to reach 6.6 trillion kilowatt-hours, with spot trading accounting for 4%, and renewable energy hydrogen production capacity exceeding 250,000 tons, doubling year-on-year [1] Group 2 - The strategic importance of green electricity is increasingly recognized as the energy transition progresses, shifting from mere capacity expansion to high-quality development characterized by supply-demand coordination and integrated energy systems [2] - As of January 30, 2026, the top ten weighted stocks in the National Green Power Index account for 52.75% of the index, including major players like China Nuclear Power and Yangtze Power [2] - The Jiashi Green Power ETF (159625) closely tracks the National Green Power Index, providing a convenient tool for investors to gain exposure to the overall performance of green power-related listed companies [2]

Core Insights - The Xiaowan Hydropower Station is a significant project in China's hydropower development, recognized as a leader in the cascade hydropower stations along the Lancang River, contributing to the clean energy supply for the southern region with an annual generation capacity of 19 billion kilowatt-hours [1][2]. Group 1: Engineering Challenges and Innovations - Xiaowan Hydropower Station is noted for its engineering difficulties, being recognized as one of the most challenging hydropower projects globally, with construction starting in 1999 and lasting 10 years [2]. - The project overcame significant technical challenges, including the construction of a 300-meter high arch dam and complex geological conditions, establishing a benchmark for high dam projects worldwide [2][3]. - The dam features 17,000 anchor cables installed to secure the slopes, with monitoring instruments integrated to ensure structural integrity [3]. Group 2: Technological Advancements - The station has achieved full domestic production of its core control systems, becoming the first hydropower station in China with a single unit capacity of 700,000 kilowatts to implement such a system [4]. - The implementation of smart technologies has enhanced operational efficiency, allowing for unmanned monitoring and smart scheduling in the control room [4]. Group 3: Renewable Energy Integration - Xiaowan Hydropower Station is integrating photovoltaic (PV) systems, enhancing its ability to stabilize the grid by balancing the intermittent nature of solar power with hydropower's rapid response capabilities [5][6]. - The addition of six new PV stations is expected to increase the clean energy output capacity to 5.435 million kilowatts, contributing to local economic development and energy supply stability [6].

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) announced the incentive income for executives of central enterprises for the 2022-2024 term, which consists of annual salary and term incentive income, with the latter being distributed every three years [1][3]. Group 1: Incentive Income Overview - A total of 87 central enterprises have disclosed their incentive income for the 2022-2024 term [3]. - Notable executives and their respective incentive incomes include: - Jie Houliang, Chairman of China National Petroleum Corporation, with an incentive income of 86.21 million RMB [3]. - Ma Yongsheng, Chairman of Sinopec, with an incentive income of 84.81 million RMB [5]. - Wang Dongjin, Chairman of CNOOC, with an incentive income of 86.06 million RMB [7]. - Zhang Wei, Chairman of State Grid Corporation, with an incentive income of 78.17 million RMB [10]. - Meng Zhenping, Chairman of China Southern Power Grid, with an incentive income of 83.54 million RMB [11]. Group 2: Additional Executive Incentive Incomes - Other notable executives include: - Wen Shugang, Chairman of China Huaneng Group, with an incentive income of 63.47 million RMB [12]. - Zou Lei, Chairman of China Datang Corporation, with an incentive income of 80.02 million RMB [14]. - Liu Mingsheng, Chairman of State Power Investment Corporation, with an incentive income of 26.02 million RMB [16]. - Wang Xiangming, Chairman of China Resources Group, with an incentive income of 82.44 million RMB [36]. - Miao Jianmin, Chairman of China Merchants Group, with an incentive income of 85.08 million RMB [34].

其中，固定资产投资交出亮眼成绩单：比2024年增长5.2%，较全市平均增速高出4.3个百分点，领先全 市第二名0.6个百分点，增速稳居全市首位，彰显出强劲的发展韧性与增长活力。 滨州日报/滨州网讯 日前，记者在渤海之滨广阔的盐碱滩上看到，成片的蓝色光伏板在阳光下熠熠生 辉，激活了清洁能源发展新动能。这是去年3月份实现全容量并网发电的华能滨州85万千瓦光伏项目。 该项目采用"水上光伏发电+水下海产养殖"的循环经济模式，同时兼顾海水晒盐与提溴等，每年发电量 可达12.86亿千瓦时，年节约标煤38.58万吨，减排二氧化碳91.77万吨，不仅实现了海域空间立体开发和 综合利用，更实现了生态效益与经济效益的双向奔赴。 近年来，我市大力推动光伏、风电开发，新能源上下游产业加速集聚。2025年，新能源新材料产业集群 营收达到1036亿元，成为全市第六大优势产业集群。其间，沾化区与全市产业布局同频共振，以新能源 项目为攻坚抓手，兼顾规模扩张与质量提升，按下项目建设"快进键"，多项主要经济指标增速领跑全 市，筑牢了经济社会高质量发展坚实根基。 增速领跑全市，投资底盘持续夯实 2025年，沾化区投资结构向高端化、绿色化、多元化深 ...