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重要领域央企营收占比超七成,“AI+”专项行动继续全力推进
Di Yi Cai Jing· 2026-01-28 12:56
国资央企把科技创新摆在更加突出的位置。国务院国资委科技创新局局长张剑龙在发布会上回答第一财 经记者提问时表示,下一步,将在科技端加大攻关力度,在产业端加强前瞻布局,在转化端加速精准对 接,深入实施焕新、启航行动,接续推进启航企业培育工程,推动未来技术产业化、重点领域未来化。 中国企业研究院首席研究员李锦对第一财经记者分析,经过国企改革三年行动和深化提升行动,国资国 企战略定位与发展方式发生根本性转变,从规模扩张转向功能引领和价值创造,成为中国式现代化的重 要物质基础和政治基础,在构建新发展格局、推动高质量发展中发挥不可替代的作用。 2025年,中央企业实现利润总额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。完成战 略性新兴产业投资2.5万亿元、占总投资的41.8%,战新产业营收规模超过12万亿元。中央企业在关系国 家安全、国民经济命脉和国计民生等领域的营收占比超过70%。 1月28日,国务院新闻办举行发布会。国资委副主任庞骁刚表示,过去一年中央企业提质增效扎实推 进,在促进国民经济稳中向好中作出了新贡献。2026年是"十五五"开局起步的关键一年,将持续加大拓 市增收、降本增效的力度,积极 ...
西昌电力:预计2025年净利润同比增长约38.72%
Zheng Quan Ri Bao· 2026-01-28 12:46
Group 1 - The company, Xichang Electric Power, announced an expected net profit attributable to the parent company of approximately 11.5 million yuan for the fiscal year 2025, representing a growth of about 38.72% compared to the previous year's profit of 8.29 million yuan [2]
国家能源集团旗下千亿电力企业重要人事调整
中国能源报· 2026-01-28 12:34
柴守平任国电电力发展股份有限公司(以下简称"国电电力")独立董事。 1月2 8日,国电电力发布公告称,公司于2 0 26年1月27日召开2026年第一次临时股东会,股东会选举柴守平为公司第八届董事会独立董 事,并担任公司董事会审计与风险委员会委员、提名委员会委员、薪酬与考核委员会委员并任主任委员,任期自本次股东会审议通过之 日起至第八届董事会任期结束之日止。 | 1. 出席会议的股东和代理人人数 3, 604 | | --- | | 9,348,555,347 2. 出席会议的股东所持有表决权的股份总数(股) | | 3. 出席会议的股东所持有表决权股份数占公司有 | | 表决权股份总数的比例(%) 52.4150 | 1 | 议案 | 议案名称 | 同意 | | 反对 | | 穿杖 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | | 票数 | 比例 | 票数 | 比例 | 票数 | 比例 | | | | | (%) | | (%) | | (%) | | | 关于选举公 | 288,020,43 | 92.956 | 13,193,7 ...
人民日报丨2025年全国电力市场交易电量达6.6万亿千瓦时
国家能源局· 2026-01-28 12:18
Core Viewpoint - The article highlights the growth and development of China's electricity market, projecting significant increases in electricity trading volume and the establishment of a unified national electricity market system by 2025 [2][3]. Group 1: Electricity Market Trading Volume - By 2025, the cumulative electricity trading volume in China is expected to reach 66,394 billion kilowatt-hours, representing a year-on-year growth of 7.4% and accounting for 64% of the total electricity consumption, an increase of 1.3 percentage points year-on-year [2]. - Within the trading scope, the intra-provincial trading volume is projected to be 50,473 billion kilowatt-hours, up by 6.2% year-on-year, while the inter-provincial and inter-regional trading volume is expected to be 15,921 billion kilowatt-hours, reflecting an 11.6% year-on-year increase [2]. Group 2: Trading Types and Mechanisms - The long-term trading volume is anticipated to be 63,522 billion kilowatt-hours, with spot trading volume at 2,872 billion kilowatt-hours. Green electricity trading is expected to reach 3,285 billion kilowatt-hours, showing a substantial year-on-year growth of 38.3% [3]. - A normalized electricity trading mechanism across power grid operating areas will be established by 2025, including the creation of an "online electricity mall" to ensure the efficient operation of the national unified electricity market system [3].
通用电气能源上调年度收入预期 受蓬勃电力需求推动
Xin Lang Cai Jing· 2026-01-28 11:42
专题:聚焦美股2025年第四季度财报 通用电气能源公司上调年度收入预期 通用电气能源周三上调了其年度营收预期,原因是数据中心蓬勃的电力需求推动了其电力和电气化部门 订单的强劲增长。 在电力和电气化部门增长的带动下,该公司本季度的订单额达到593亿美元,与去年同期相比增长了 34%。 通用电气能源预计2026年的营收将达到440亿至450亿美元,相较于此前的预期为410亿至420亿美元。 电气化部门的核心利润为5.05亿美元,比去年同期增长78.4%;电力部门的核心利润为9.71亿美元,增 长近20%。 根据LSEG编制的数据,分析师平均预计该公司2026年的年收入将达到419.7亿美元。 责任编辑:刘明亮 在电力和电气化部门增长的带动下,该公司本季度的订单额达到593亿美元,与去年同期相比增长了 34%。 电气化部门的核心利润为5.05亿美元,比去年同期增长78.4%;电力部门的核心利润为9.71亿美元,增 长近20%。 根据LSEG编制的数据,分析师平均预计该公司2026年的年收入将达到419.7亿美元。 责任编辑:刘明亮 专题:聚焦美股2025年第四季度财报 通用电气能源公司上调年度收入预期 通用电气能源 ...
长江电力:约4.61亿股限售股2月3日解禁
Mei Ri Jing Ji Xin Wen· 2026-01-28 11:19
每经AI快讯,长江电力1月28日晚间发布公告称,公司限售股份约4.61亿股将于2026年2月3日解禁并上 市流通,占公司总股本比例为1.88%。 每经头条(nbdtoutiao)——从极寒测试到万套装车!半固态电池今年有望搭载多款新车:各大厂商摩 拳擦掌,动力电池技术迎来迭代年 (记者 王瀚黎) ...
中信证券-开元单一资产管理计划增持中广核电力1293.2万股 每股均价约3.12港元
Zhi Tong Cai Jing· 2026-01-28 11:13
Group 1 - CITIC Securities-Kaiyuan Single Asset Management Plan increased its stake in China General Nuclear Power (01816) by 12.932 million shares at an average price of HKD 3.1201 per share, totaling approximately HKD 40.3491 million [1] - After the increase, the total number of shares held by CITIC Securities is approximately 1.685 billion shares, representing a holding percentage of 15.09% [1]
中信证券-开元单一资产管理计划增持中广核电力(01816)1293.2万股 每股均价约3.12港元
智通财经网· 2026-01-28 11:13
Group 1 - The core point of the article is that CITIC Securities has increased its stake in China General Nuclear Power (01816) by acquiring 12.932 million shares at an average price of HKD 3.1201 per share, totaling approximately HKD 40.3491 million [1] - After the acquisition, CITIC Securities' total shareholding in China General Nuclear Power is approximately 1.685 billion shares, representing a holding percentage of 15.09% [1]
尼泊尔电力普及率十三年间跃升至94% 成驱动经济转型与民生改善关键支柱
Shang Wu Bu Wang Zhan· 2026-01-28 11:08
世界银行数据显示,尼泊尔电力普及率已从2010年的68.6%大幅提升至2023年的94%,成为该国最具代 表性的发展成就之一。过去十三年间,电力覆盖经历了持续增长。这一转变主要得益于对水电开发、输 电网络、农村电气化项目及跨境能源合作的持续投入。电力普及深刻重塑了尼泊尔的经济与社会生态: 作为工业生产和数字基础设施的基础,稳定电力促进了制造业、农产品加工和中小企业发展,减少了柴 油发电依赖;水电更成为战略经济支柱,国内消费与季节性对印出口并行。在民生层面,电力延长了学 习与工作时间,电动炊具逐步替代传统生物质燃料,改善了室内空气质量;教育、医疗与通讯服务因电 力支持而显著提升,远程工作与数字创业在乡村也成为可能。尽管仍面临供电稳定性、配电设施老化及 季节性电力平衡等挑战,但电力已从城市特权转变为近乎普惠的服务。随着水电与输电网络持续扩展, 电力将继续作为尼泊尔发展进程的核心支柱,支撑经济增长、工业化推进与人民生活水平提升。 ...
百亿电力企业领导层调整
中国能源报· 2026-01-28 10:53
Core Viewpoint - The company has appointed Qin Lei as the new Vice President and Chief Accountant, while he will also temporarily act as the Secretary of the Board until he obtains the necessary qualifications [1][6][7]. Group 1: Management Changes - On January 28, the company’s board approved the appointment of Qin Lei as Vice President and Chief Accountant, with his term lasting until the end of the current board's tenure [1][6]. - Qin Lei will act as the Secretary of the Board during the vacancy period, pending his acquisition of the required certification [1][6][8]. Group 2: Impact of Resignation - The resignation of the previous Vice President and Chief Accountant, Li Gang, will not affect the company's normal operations or management [5]. - The board expressed gratitude for Li Gang's contributions during his tenure [5]. Group 3: Company Overview - Beijing Jingneng Power Co., Ltd. is the only coal and electricity financing platform under Beijing Energy Group and was the first power company listed in the capital [11]. - The company has expanded its operations since its listing, covering thermal power generation, cogeneration, coal-electricity joint operations, electricity sales, renewable energy generation, and comprehensive energy services [11]. - As of the end of 2024, the company reported total assets of 96.934 billion yuan and operating income of 35.428 billion yuan, with a thermal power generation capacity of 21.39 million kilowatts and renewable energy capacity of 2.0549 million kilowatts [11].