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国资央企发力2026年:推进并购重组,谋划新兴产业 研究起草关于推动中央企业培育新兴支柱产业的工作文件
Shang Hai Zheng Quan Bao· 2026-01-28 18:38
Group 1 - The core focus of the State-owned Assets Supervision and Administration Commission (SASAC) is to promote high-quality development of central enterprises by restructuring and integrating state-owned capital, aiming to build more world-class enterprises by 2026 [1][2] - SASAC plans to support the integration of enterprises with strong innovation capabilities, facilitating horizontal and vertical integration within industries to reduce internal competition and enhance efficiency [2][3] - The central enterprises will engage in high-quality mergers and acquisitions to acquire core resources and accelerate the development of strategic emerging industries [2][3] Group 2 - Central enterprises will focus on key sectors such as artificial intelligence, aerospace, and quantum technology, with plans to advance the "AI+" initiative and enhance infrastructure for high-quality development [3][4] - The SASAC is drafting a document to guide central enterprises in cultivating emerging pillar industries, aiming for a leap in the overall layout of state-owned economy [5][6] - The new strategy will likely include a special assessment mechanism for long-term investments in key areas, addressing the conflict between long-term strategies and short-term financial performance [5][6] Group 3 - SASAC emphasizes a differentiated approach to developing strategic emerging industries, focusing on various categories such as leading, growing, and advantageous industries [6] - The commission aims to enhance collaboration across the innovation chain and promote the integration of industry and finance to support the development of a resilient emerging industry ecosystem [6]
电投水电:2025年度业绩预增公告
Zheng Quan Ri Bao· 2026-01-28 14:16
证券日报网讯 1月28日,电投水电发布公告称,公司预计2025年度实现归属于母公司所有者的净利润 51,691万元左右,与上年同期(追溯调整前)相比,增加48,095万元左右,同比增长1337%左右。 (文章来源:证券日报) ...
电投水电(600292.SH):预计2025年度净利润同比增长1337%左右
Ge Long Hui A P P· 2026-01-28 13:41
因公司实施重大资产重组,2025年10月31日完成五凌电力有限公司、国家电投集团广西长洲水电开发有 限公司资产交割,两家公司纳入公司合并范围,新增水力发电及流域水电站新能源一体化综合开发运营 业务,公司2025年同期(追溯调整前)相比业绩大幅增长。 格隆汇1月28日丨电投水电(600292.SH)公布,公司预计2025年度实现归属于母公司所有者的净利润 51,691万元左右,与上年同期(追溯调整前)相比,增加48,095万元左右,同比增长1337%左右。公司 预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润3,367万元左右,与上年同期(追 溯调整前后)相比,增加1,540万元左右,同比增长84%左右。 ...
电投水电:预计2025年度净利润约5.17亿元左右,同比增长1337%左右
Mei Ri Jing Ji Xin Wen· 2026-01-28 12:44
(记者 曾健辉) 每经AI快讯,电投水电1月28日晚间发布业绩预告,预计2025年度实现归属于母公司所有者的净利润约 5.17亿元左右,与上年同期相比,增加约4.81亿元左右,同比增长1337%左右。因公司实施重大资产重 组,五凌电力有限公司、国家电投集团广西长洲水电开发有限公司在2025年10月末并入公司合并范围, 公司在报告期内因同一控制下企业合并增加子公司,应视同合并后的报告主体在以前期间一直存在,故 上年同期的数据按同控原则追溯调整后列示,2025年度实现归属于母公司所有者的净利润与上年同期相 比将减少约2.89亿元左右,同比下降36%左右。业绩变动主要原因是,因公司实施重大资产重组,2025 年10月31日完成五凌电力有限公司、国家电投集团广西长洲水电开发有限公司资产交割,两家公司纳入 公司合并范围,新增水力发电及流域水电站新能源一体化综合开发运营业务,公司2025年同期相比业绩 大幅增长。 每经头条(nbdtoutiao)——水贝黄金平台"杰我睿"兑付危机调查:40倍杠杆对赌,金价越涨平台越 亏!老板自称"还在深圳",投资者:兑付方案本金打两折,无法接受 ...
电投水电:预计2025年净利润同比增长1337%左右
Ge Long Hui A P P· 2026-01-28 12:29
格隆汇1月28日|电投水电公告,公司预计2025年度实现归属于母公司所有者的净利润51,691万元左 右,与上年同期(追溯调整前)相比,增加48,095万元左右,同比增长1337%左右。因公司实施重大资 产重组,2025年10月31日完成五凌电力有限公司、国家电投集团广西长洲水电开发有限公司资产交割, 两家公司纳入公司合并范围,新增水力发电及流域水电站新能源一体化综合开发运营业务,公司2025年 同期(追溯调整前)相比业绩大幅增长。 ...
从“水电摇篮”到幸福河湖
Xin Lang Cai Jing· 2026-01-28 11:36
Core Viewpoint - The article highlights the historical significance and modern transformation of the Changshou District in Chongqing, particularly focusing on the development of hydropower and its cultural heritage, emphasizing the integration of natural resources with human civilization. Group 1: Historical Significance - The Changshou District's history is closely linked to the river systems, particularly the Longxi River, which is a primary tributary of the Yangtze River, shaping the unique geographical environment of the area [3] - The Taohua Creek Power Station, completed in August 1941, was the first hydropower station in China designed and constructed independently, generating over 1.5 million kilowatt-hours monthly, playing a crucial role in energy supply during the Anti-Japanese War [3][4] Group 2: Cultural Heritage - The Taohua Creek Power Station symbolizes not only a technological breakthrough but also the spirit of national resilience during a time of crisis, marking the first instance of harnessing natural power for national defense [4] - The Changshou District is recognized as the starting point of China's hydropower industry, with the preservation of the first water turbine generator set serving as a testament to its historical importance [11] Group 3: Modern Transformation - The modern approach in Changshou has shifted from solely focusing on power generation to creating comprehensive value, reflecting a deeper understanding and practice of river management [10] - The "Happiness River and Lake" initiative aims to promote water culture and resource protection, embodying a creative inheritance of the district's glorious history while transitioning towards an ecological civilization that emphasizes harmony between humans and nature [12]
“寻河小队”探访浙江安吉:在绿水青山间,看见“蓄能”力量
Xin Lang Cai Jing· 2026-01-28 11:36
中国青年报客户端讯(浙江海洋大学 杨俊杰 陈辰 丽水学院 包敏捷 中青报·中青网记者 卞心怡)长龙山 抽水蓄能电站位于"绿水青山就是金山银山"理念发源地浙江安吉县内,地处华东电网负荷中心,紧邻天 荒坪抽水蓄能电站,是华东电网主力调峰电源之一。电站设计平均年发电量24.35亿千瓦时,平均年抽 水耗电量32.47亿千瓦时,综合效率75%。长龙山抽水蓄能电站主要包括上水库、下水库、输水系统、 主厂房、500千伏地面开关站等建筑物。1月27日,"青年眼中的家乡河·幸福河"浒溪"寻河小队"大学生 记者将镜头聚焦于该抽水蓄能电站。 水蓄能电站的坝后坡被"之"字道路隔开。春天,坡上将开满杜鹃花。浙江海洋大学杨俊杰/摄 春天,长 龙山抽水蓄能电站的坝后坡上开满杜鹃花。浙江长龙山抽水蓄能有限公司供图 长龙山抽 水蓄能电站建设运营管理中心"藏"于安吉天荒坪镇的山谷间,它是山林里的"智慧中枢"。浙江海洋大学 杨俊杰/摄 长龙山抽水蓄能电站是中国三峡集团投资、建设、运营全过程主导的第一个完整抽水蓄能项目。图中, 通往上下水库的道路如脉络般延伸,山水林坝"浑然一体"。浙江海洋大学 杨俊杰/摄 长龙山抽 水蓄能电站地下厂房是电站的核心部 ...
国资委发声!涉及新央企、重组整合、人工智能
21世纪经济报道· 2026-01-28 10:42
记者丨 张旭 编辑丨包芳鸣 "截至2025年底,中央企业资产总额突破95万亿元,2025年实现利润总额2.5万亿元,完成固定 资产投资5.1万亿元,上交税费2.5万亿元,有效带动产业链上下游企业融通发展,为我国顺利 完成经济社会发展主要目标任务提供了有力支撑。"这是国务院国资委副主任庞骁刚在1月28日 的国新办新闻发布会上亮出的成绩单。 在科技创新方面,2025年,中央企业研发投入1.1万亿元、连续四年超过万亿元,新增22位两 院院士、创历史最好水平。在产业焕新方面,2025年,中央企业完成战略性新兴产业投资2.5 万亿元、占总投资的41.8%。 除了一组组数据,央企的重组整合、"AI+"与布局新兴产业、推动"十五五"时期高质量发展等 也成为本次发布会的关键词。 庞骁刚透露,在建设现代化产业体系方面,主要目标是打造一批新兴支柱产业,通过打造市场 化专业化国有资本运作平台,强化新能源、新能源汽车、新材料、航空航天、低空经济、量子 科技、6G等领域布局,超前谋划具身智能、生物制造、海洋能、绿色船舶等新赛道,建设一 批具有全球竞争力的产业集群,更好发挥中央企业在建设现代化产业体系、构建新发展格局中 的科技创新、产业 ...
云南房地产投资占比5年下降超一半,工业投资增至3成多
第一财经· 2026-01-28 10:08
作者 | 第一财 经 李秀中 在房地产市场形势持续下行和推动产业投资不断增长的背景之下,云南的投资结构在过去5年发生了变化, 房地产投资骤降一半多,产业投资增长了近一倍。 1月28日,云南省统计局发布《"十四五"时期云南经济社会发展取得重大成就》(下称《"十四五"成 就》)。文章称,"十四五"时期,云南推动投资增长由房地产和交通水利等基础设施投资拉动向产业投资拉 动转变,由主要依靠政府投资带动向政府投资、民间投资协同驱动转变,由主要依靠高负债投入、粗放式增 长向扩大有效益的投资转变。 2026.01. 28 本文字数:1008,阅读时长大约2分钟 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 , 欢 迎 提 供 。 专 用 邮 箱 : bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) 推荐阅读 《"十四五"成就》显示,2025年,云南水利投资占全部投资比重达4.8%,较2020年提高1.5个百分点,房 地产投资占比由2020年的27.2%下降至2025年的12.0% ...
国资委发声!涉及新央企、重组整合、人工智能
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-28 09:36
Core Insights - By the end of 2025, central enterprises are projected to have total assets exceeding 95 trillion yuan, with total profits reaching 2.5 trillion yuan and fixed asset investments of 5.1 trillion yuan, contributing significantly to the economic and social development goals of China [1] - In terms of technological innovation, central enterprises are expected to invest 1.1 trillion yuan in R&D by 2025, maintaining over 1 trillion yuan in annual investment for four consecutive years, and adding 22 academicians, achieving a historical high [1] - The investment in strategic emerging industries by central enterprises is projected to reach 2.5 trillion yuan by 2025, accounting for 41.8% of total investments [1] Group 1: Industry Development and Strategic Focus - The restructuring and integration of central enterprises, along with the focus on "AI+" and emerging industries, are key themes highlighted in the recent press conference [2] - The main goal in building a modern industrial system is to create a number of emerging pillar industries, with a focus on sectors such as new energy, new energy vehicles, new materials, aerospace, and quantum technology [2][4] - The development of new industries is seen as crucial for enhancing global competitiveness and ensuring national development security [2] Group 2: Restructuring and Integration Efforts - The State-owned Assets Supervision and Administration Commission (SASAC) plans to advance the restructuring and integration of central enterprises, focusing on energy security and green development [4] - New central enterprises are being formed, such as the China Yajiang Group and China Chang'an Automobile Group, to reshape competition in the automotive industry and promote high-quality development in smart connected vehicles [4][6] - The SASAC aims to optimize the layout and structure of state-owned capital through strategic mergers and acquisitions, enhancing core competitiveness [6] Group 3: Investment in Emerging Industries - By 2025, revenue from strategic emerging industries of central enterprises is expected to exceed 12 trillion yuan, with a consistent annual growth of 1 trillion yuan [7] - Significant investments have been made in integrated circuits, biotechnology, and new energy vehicles, with a focus on maintaining advantages in high-end equipment manufacturing and new communication technologies [7] - The cumulative investment in strategic emerging industries has surpassed 10 trillion yuan, increasing their share of total investments from 22% to over 40% since the beginning of the 14th Five-Year Plan [7] Group 4: AI and Technological Advancements - Central enterprises are focusing on artificial intelligence as a key area for development, with over a thousand application scenarios created in collaboration with leading companies [9] - The establishment of computing power clusters and intelligent computing service platforms aims to support large model training and provide standardized computing services [9] - Future initiatives include the formation of an "AI+" industry community and the optimization of data supply in key sectors such as transportation, energy, and finance [9] Group 5: Goals for the 14th Five-Year Plan - The SASAC has outlined five key areas for strengthening the high-quality development of central enterprises, including enhancing efficiency, promoting technological innovation, optimizing layouts, advancing reforms, and strengthening risk prevention [12][14] - The focus will be on ensuring continuous growth in value added and aligning with national GDP growth, while also improving operational indicators [12] - Emphasis will be placed on strategic investments in key industries and public services, as well as fostering innovation and collaboration to drive economic growth [12][14]