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中控技术:将密切关注水电项目政策动态及项目进展
Sou Hu Cai Jing· 2025-08-08 09:54
公司回答表示:尊敬的投资者,您好!公司高度重视相关行业机遇,将密切关注政策动态及项目进展, 结合行业及自身实际情况,积极开展跟踪,有关信息请您以公司公告为准。谢谢! 来源:金融界 金融界8月8日消息,有投资者在互动平台向中控技术提问:网上资料显示公司曾深度参与多个国家级水 电站项目,后期国家有1.2万亿投资的水电项目,公司是否也会积极参与建设? ...
中国电建:公司为雅鲁藏布江下游水电工程项目参研参试参建单位
news flash· 2025-07-24 14:44
Group 1 - The company, China Power Construction Corporation (601669.SH), has issued an announcement regarding increased market attention on the Yarlung Tsangpo River downstream hydropower project [1] - The company is involved in the research, testing, and construction of this project, but the construction period is lengthy and currently in the early stages [1] - The impact of this project on the company's future performance remains uncertain, prompting a call for rational investment and risk awareness among investors [1]
万亿超级水电项目正式开工,机构测算各分支资本开支,这些环节弹性较大
Xuan Gu Bao· 2025-07-20 23:20
Group 1 - The Yarlung Tsangpo River downstream hydropower project has officially commenced, with a total investment of approximately 1.2 trillion yuan [1] - The project will construct five cascade power stations, primarily focusing on power transmission while also addressing local consumption needs in Tibet [1] - The construction cost breakdown estimates civil engineering at 60%, electromechanical equipment at 30%, and reservoir compensation at 10% [1] Group 2 - The foundation treatment for the project is expected to require an investment of approximately 61 to 93 billion yuan due to the complex geological environment [1][4] - The project will need around 25 Tunnel Boring Machines (TBMs), with an estimated investment of 5 to 7.5 billion yuan for these key devices [1][5] - The total demand for explosives in the project exceeds 1 million tons, with local production capacity being limited [1][5] Group 3 - Major companies involved in civil engineering include China Power Construction and China Energy Engineering [3] - For foundation treatment, the relevant company is Yagao Dadi [4] - Key manufacturers for the water diversion tunnel equipment include China Communications Construction and China Railway Engineering, with Dongfang Electric being a leading hydropower equipment manufacturer [5] Group 4 - The value of turbines and auxiliary equipment for the project is estimated to be between 53.5 billion and 95.4 billion yuan, considering the high construction difficulty and requirements [2] - The hydropower industry is entering a new peak production phase starting in 2024, with several major projects set to commence operations [2]