中国电力建设股份有限公司 2025 年 1 月至 6 月主要经营情况公告 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。 现将中国电力建设股份有限公司2025年1月至6月主要经营情况公布如下，供投 资者参阅。 一、按业务类型统计 证券代码：601669 股票简称：中国电建 公告编号：临 2025-039 | 业务类型 | 新签项目数量（个） | 新签合同金额 | 同比增减 | | --- | --- | --- | --- | | 能源电力 | 2939 | 4313.88 | 12.27% | | 水电 | 576 | 1004.55 | 66.67% | | 其中：抽水蓄能 | 292 | 413.81 | 12.14% | | 风电 | 652 | 1429.02 | 68.78% | | 太阳能发电 | 616 | 1137.43 | -28.55% | | 火电 | 272 | 196.54 | -62.03% | | 新型储能 | 96 | 209.14 | / | | 其他 | 727 | 337.20 | / ...

Core Viewpoint - Guangdong Province is focusing on accelerating the development of the embodied robotics industry and prioritizing the low-altitude economy as a key sector for growth [1] Group 1: Industry Development Strategies - The province aims to build a modern industrial system supported by advanced manufacturing [1] - There is an emphasis on using digital and green technologies to upgrade traditional industries such as petrochemicals, steel, food and beverage, textiles, and home appliances [1] - The province plans to promote innovation in the chemical new materials industry [1] Group 2: Key Industries and Focus Areas - Guangdong will consolidate and expand its advantages in the new energy vehicle industry [1] - The province is set to innovate in new energy storage and photovoltaic industries [1] - The low-altitude economy will be treated as a priority industry [1] Group 3: Future Industry Layout - The province will implement an "AI+" initiative to integrate artificial intelligence into various sectors [1] - There is a forward-looking layout for future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G [1]

Core Insights - Nanjing Qilin Science and Technology Park has evolved over 15 years, focusing on innovation and technology self-reliance, supported by over 1,000 top talents from the Chinese Academy of Sciences [1] - The park aims to become a national hub for technological innovation, emphasizing the integration of scientific research and industrial innovation, particularly in artificial intelligence and digital economy sectors [1][4] Group 1: Technological Infrastructure - The Nanjing Intelligent Computing Center is the largest domestic computing center in the Yangtze River Delta, facilitating the application of DeepSeek in retail [2] - Major technological infrastructure projects include the "Information Superhighway" integrated computing infrastructure, connecting data centers across six cities [2][3] - The first domestic 100-megawatt compressed air energy storage system is under development, supporting large-scale energy storage technology [3] Group 2: Talent and Innovation - The park has attracted over 1,000 talents, with significant R&D investments and patent applications, ranking second in the city for innovation metrics [5][6] - The establishment of various research institutions and partnerships with universities and leading enterprises enhances the park's R&D capabilities [6] Group 3: Industry Development - The park hosts around 162 "CAS system" enterprises, with a total valuation exceeding 20 billion yuan and annual revenues nearing 3.5 billion yuan [8] - Companies like Tong'er Electronics and Nanjing KOWE Communication Technology have achieved significant revenue through innovative products and services [7][8] Group 4: Technology Transfer and Commercialization - The "5V integration" model facilitates the transformation of scientific research into marketable products, exemplified by the "Dexterous Hand" robot project [9][10] - The park has implemented a comprehensive service platform to support the entire cycle of technology transfer, enhancing collaboration and resource sharing among stakeholders [10]

Group 1 - The effective invention patents in Northeast China reached 195,000 by the end of April this year, representing a year-on-year growth of 10.2% [1] - The effective registered trademarks in the region totaled 2.161 million, with a year-on-year increase of 7.7% [1] - The total number of geographical indication products recognized reached 273, with 556 registrations approved for collective and certification trademarks, accounting for nearly one-tenth of the national total [1] Group 2 - Intellectual property (IP) is becoming a crucial mechanism for driving technological innovation and enhancing industrial competitiveness in Northeast China [1][2] - The region is leveraging its manufacturing base and technical talent to address issues such as technological obsolescence and low added value in traditional industries through IP [2] - Knowledge property operation centers have been established in traditional industries like dairy and grass, promoting the transformation and application of patent achievements in green manufacturing and ecological agriculture [2] Group 3 - The Northeast region has natural advantages for developing strategic emerging industries, such as artificial intelligence and big data, due to its climate and resource conditions [3] - Eight national-level IP protection and rapid response centers have been established in Northeast China, focusing on key areas like high-end equipment manufacturing and biomedicine [3] - By the end of 2024, the effective invention patents in strategic emerging industries in the region are expected to reach 46,000, showing significant growth compared to the previous year [3] Group 4 - In the process of rural revitalization, IP is providing core added value for agricultural products to enter high-end markets [4] - The region is implementing a brand protection strategy, with notable brands like Wuchang rice and Changbai Mountain ginseng gaining national recognition [4] - Thirteen national-level geographical indication protection demonstration zones have been established, promoting the transformation of geographical indications from "regional labels" to "industrial clusters" [4]

Group 1: Key Achievements in "Two Zones" Construction - The "Two Zones" initiative has led to the inclusion of 945 projects in Xicheng District, with a total investment of 768.23 billion [1] - Financial projects account for 22.01% of the total number of projects, with a total investment of 620.96 billion, representing 80.83% of the total investment [1] - The Lize Financial Business District has seen an increase in enterprises from 572 to over 1,300, with nearly 70% being finance and technology companies [1] Group 2: Policy Innovations and Support Mechanisms - Xicheng District has introduced several innovative service mechanisms and local policies to support financial industry expansion, including the "Golden Ten" policies [1] - The district has established a policy "golden triangle" to facilitate financial reform and opening-up tasks [1] Group 3: Focus on Digital Economy and Emerging Technologies - Shijingshan District is fostering a digital economy through joint measures to create a "policy test field" for future digital space innovation [2] - The district aims to develop an international exhibition town focused on sci-fi, metaverse, and artificial intelligence [2] Group 4: Development of Green Energy Industry - Fangshan District is building a green energy industry system centered on new energy storage and hydrogen energy [3] - The district is focusing on developing a complete hydrogen energy industry chain, including manufacturing, storage, transportation, and technology research [3]

Group 1: Economic Development and Growth - The "Two Zones" initiative has led to high-quality development in key parks, supporting regional economic transformation and growth [1] - Financial sector in Xicheng District has seen an average annual growth of 6.9%, projected to reach 279.7 billion yuan in 2024, accounting for 34.3% of the city's total [1] - The asset scale of financial institutions in Xicheng is expected to grow at an average annual rate of 6.0%, reaching 156.05 trillion yuan in 2024, representing 70.3% of the city's total [1] Group 2: Industry and Innovation - Lize Financial Business District has increased its number of enterprises from 572 to over 1,300, with a double-digit annual tax revenue growth [2] - Shijingshan's Shougang Park has attracted 48 foreign-funded enterprises, achieving an annual output value exceeding 73 billion yuan [2] - Fangshan District is developing a green energy industry system, focusing on new energy storage and hydrogen energy sectors [3] Group 3: Technological Advancements - Zhongguancun Yanqing Park has established itself as a hub for low-altitude technology, particularly in drone development, with over 100 leading enterprises [4] - The drone industry in the park experienced a 47.7% year-on-year growth in output value and a 50.2% increase in revenue [4]

Core Viewpoint - Fangshan District in Beijing is emerging as a hub for green energy and new materials industries, driven by government support and innovative business models, particularly the "front store, back factory" model, which accelerates technology commercialization [1][2][11]. Group 1: Industry Development - Fangshan focuses on two main industries: green energy and new materials, with a target industrial output value of 700.2 billion yuan in 2024, accounting for 69.1% of the total industrial output [1]. - The district is home to several innovative companies, including Aishangjia Technology, which applies graphene technology in various products, and Weilan New Energy, which has developed high-performance hybrid solid-liquid batteries [1][7]. Group 2: Company Highlights - Aishangjia Technology, established in 2013, is recognized as a national-level "little giant" enterprise, specializing in graphene thermal management technology with over 80 patents [5][6]. - Weilan New Energy, a unicorn company founded by prominent researchers, focuses on high-energy-density batteries and has received significant investments, achieving a valuation exceeding 15 billion yuan [9][10]. Group 3: Innovative Business Models - The "front store, back factory" model in Fangshan allows companies to streamline the transition from research to production, significantly reducing the time required for technology implementation by 50% [2][11]. - This model has been integrated into the city's development plans and is supported by local government initiatives, enhancing the overall business environment for tech companies [11][12]. Group 4: Government Support - The local government provides comprehensive support, including talent policies and financial resources, to foster innovation and business growth in the region [11][12]. - Fangshan has established a complete industrial ecosystem for new materials, leveraging a 10 billion yuan fund and extensive industrial space to attract and nurture upstream and downstream enterprises [6][12].

Group 1 - Guangdong aims to build a world-class new generation electronic information industry cluster and a new trillion-level industry cluster for ultra-high-definition video [1][2] - The province will promote the rapid development of the new energy storage industry as a strategic pillar for manufacturing [1][2] - The "Guangdong Strong Chip" project will be implemented to establish China’s third integrated circuit hub, along with policies to support technology breakthroughs and application [1] Group 2 - The "China (Guangdong) Ultra HD Television Pioneer Action Plan" will be launched to accelerate the integration of television sets and set-top boxes [2] - Guangdong will coordinate resources to support the construction of innovation centers and cultivate new energy storage enterprises [2] - Five major actions will be promoted to seize opportunities in artificial intelligence development, aiming to create a global innovation hub for AI and robotics [2] Group 3 - The Guangdong Electronic Information Industry Association emphasizes the importance of collaboration between large enterprises and SMEs to enhance innovation capabilities [2] - The association will strengthen policy transmission, resource integration, and value creation to promote industry exchanges and cooperation [2]

Core Insights - The Sichuan Yibin 2025 investment promotion event held in Beijing resulted in the signing of 122 projects with a total investment amount of 40.308 billion yuan, covering various sectors including digital economy, new energy storage, and intelligent connected vehicles [1][2] - Yibin has been actively promoting its industrial and investment opportunities, focusing on integrating high-level industrial, innovation, capital, and talent chains since the beginning of 2025 [1] Group 1 - The investment promotion event attracted over 200 representatives from government agencies, research institutions, leading enterprises, and financial capital [1] - Yibin's digital economy industry has surpassed 60 billion yuan, forming four major industrial clusters valued at over 100 billion yuan each, including high-quality liquor and photovoltaic industries [1] - The city has successfully transformed 20 cooperation projects from the 2025 Shanghai investment promotion event, with a proposed total investment exceeding 18 billion yuan [2] Group 2 - Yibin is shifting its industrial relationships from traditional contracting to technology co-research, capital co-investment, and scenario co-construction [2] - The city aims to deepen the transformation of the promotion event's results and advance into the new digital economy sector [2] - Yibin plans to build a first-class industrial ecosystem by leveraging technology innovation to drive industrial innovation and enhance quality [2]

Core Viewpoint - Hunan's independent new energy storage power station has successfully participated in the frequency regulation auxiliary service market, marking a significant breakthrough in the market-oriented operation of new energy storage in Hunan [1] Group 1: Market Participation - The new energy storage power station successfully engaged in secondary frequency regulation service transactions, market clearing, and service invocation during the trial operation of Hunan's frequency regulation auxiliary service market in June [1] - The new energy storage station provided an average of 25,000 megawatt-hours of frequency regulation mileage daily, with service fees from the frequency regulation auxiliary service market accounting for 19.6% [1] - The performance indicators of frequency regulation show a clear competitive advantage over traditional power generation units [1] Group 2: Future Developments - The participation in the frequency regulation service market is the latest market application following the new energy storage's involvement in peak regulation auxiliary services and the electricity spot market [1] - The Hunan Energy Regulatory Office will work with relevant provincial units to summarize experiences and accelerate the establishment of a market mechanism for new energy storage and other new operating entities [1] - This initiative aims to enhance the power system's regulation capacity and ensure the security of power supply [1]