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中国电气装备控股上市公司重要人事调整
中国能源报· 2026-02-06 09:58
Core Viewpoint - The article announces the election of Ji Kan as the Chairman of XJ Electric Co., Ltd. and outlines the adjustments in the board's strategic and nomination committees [2][5]. Group 1: Board Election - On February 5, 2026, the board of directors held a meeting where Ji Kan was elected as the Chairman of the ninth board of directors, serving until the board's term ends [2][5]. - Ji Kan will also act as the General Manager during the vacancy period [2][5]. Group 2: Committee Adjustments - The board approved the adjustment of the Strategic Committee and the Nomination Committee, with Ji Kan serving as the Chairman of the Strategic Committee [5]. - The Strategic Committee includes Ji Kan, Xu Tao, independent directors Dong Xinzhou, Hu Jiya, and Shen Xianghua, while the Nomination Committee is led by independent director Dong Xinzhou [5]. Group 3: Ji Kan's Background - Ji Kan, born in May 1969, holds a doctoral degree and has extensive experience in the electric power industry, having held various leadership positions in related companies [8]. - As of the announcement date, Ji Kan does not hold shares in the company and has no related party relationships with other directors or senior management [3][8]. Group 4: Company Overview - XJ Electric Co., Ltd. is a publicly listed company controlled by China Electric Equipment Group Co., Ltd., established in 1997, and recognized for its comprehensive capabilities in the electric power equipment industry [9].
AI电荒,谁能救场?
创业邦· 2026-02-06 03:12
以下文章来源于秦朔朋友圈 ,作者屠波 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌,包括微信公 众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域,关注重点为全球和中国财经 商业热点、企业家精神、创新与发明创造、商业文明探索等。 来源丨秦朔朋友圈(ID: qspyq2015 ) 作者丨 屠波 图源丨Midjourney 作为电网升级的" 心脏部件",变压器在美国本土产能严重不足,80%依赖进口。而且数据中心的变 压器大多需要定制化,交货周期更是从50周延长至127周。咨询公司伍德麦肯兹警告,美国变压器市 场已到危急关头,在建中的数据中心延期已成定局。 同一时刻,被称为 "世界变压器之都"的常州,这里的数字化车间正热火朝天,与时间赛跑。为海外 电网客户制造的同等级变压器,在定制的硅钢片制成主体上,需要进行严苛的72小时满负荷试验。温 度、振动、局部放电量,所有指标都是绿色,方能放行。 厂区外,是整装待发的重型卡车,它们的目的地是沙特吉达、德国汉堡、印尼雅加达、智利安托法加 斯塔。这些钢铁巨兽将在未来数月内,成为不同大陆电网的新心脏。 全球性的变压器 ...
中天科技:公司加快境外投资布局
Zheng Quan Ri Bao· 2026-02-05 12:13
证券日报网讯 2月5日,中天科技在互动平台回答投资者提问时表示,公司电力产业以智能电网再牵引 为目标,巩固主营产品及主营市场国内优势地位的同时,加快境外投资布局,依托产品创新和数智化转 型推动传统产业升级,实现更高质量发展,成为全球领先的电力装备制造企业,具体数据请查阅公司后 续定期报告。 (文章来源:证券日报) ...
如何吃透用好国家政策?辽宁召开专题会议
Xin Lang Cai Jing· 2026-02-04 18:26
(来源:东北新闻网) 2月4日,由省工业和信息化厅、中国工商银行辽宁省分行举办的重点行业稳增长实施方案专题解读会在沈阳举行。会议围绕国家出台的稳增长系列政策, 重点解读汽车、机械、电力装备、电子信息、石化化工、钢铁、轻工等行业政策。全省12家金融机构、21个新型工业化院、30个重点县区、近50户企业、 33个行业协会共300余人参加会议。 会议现场 本次会议邀请了工业和信息化部相关司局及事业单位负责同志,围绕稳增长系列政策,结合辽宁产业结构特点与现实困境,就政策内涵、落实路径、行业 预期及企业纾困等方面进行深度讲解与现场指导。同时深化政银企协同,发挥金融支撑作用,精准把握政策导向,力求为行业、企业提供金融支持。 以汽车行业为例,会议对国家稳增长工作方案中着力扩大国内消费、提升供给质量、优化发展环境、深化国际合作等举措进行深入解读,并结合我省产业 实际提出具体发展建议。与会专家认为,辽宁应统筹优化全省产能,强化整车与零部件企业协同发展,推动整车企业持续上规模、增效益;依托我省科 教、场景、产业、区位及数据资源等优势,加强低温高寒环境下的动力电池、固态电池、自动驾驶等关键技术攻关与示范应用,拓展公交、物流、扫雪等 ...
南瑞:改革破局定方向 创新发展绘宏图
Xin Hua Ri Bao· 2026-01-27 23:32
南瑞支撑建设的陇东—山东±800千伏特高压直流工程获评央企十大超级工程 南瑞参与研制的换流阀入选央企十大国之重器 南瑞支撑西藏电网侧带超容构网型SVG项目建设 南瑞支撑建设的江苏句容抽蓄电站 南瑞自主研发的首套30兆瓦中压集中式电能质量治理装置投运,实现电压跌落响应、振荡抑制全覆盖 南瑞技术人员在江苏句容抽蓄电站开展系统调试 南瑞技术人员在IGBT封装测试生产线开展技术攻关 南瑞技术人员开展基于数字孪生电网的新型电力系统运行控制平台集中攻关 南瑞技术人员开展全国产化安全隔离装置性能测试 南瑞技术人员在系统保护实验室开展科技攻关 南瑞助力南京地铁5号线全线贯通运营 1月初,国务院国资委发布"2025年度央企十大超级工程"和"2025年度央企十大国之重器"。国网电科院 (南瑞集团)深度参与的陇东—山东±800千伏特高压直流工程和参与研制的全球首台±800千伏/800万千 瓦可控换相换流阀荣登双榜,充分彰显了我国电力装备领域的硬核技术实力与重大工程建设成就。 一路发展,实力铸就,荣誉见证:2025年国网电科院(南瑞集团)累计获省部级及以上科技奖励171 项,牵头发布4项IEC国际标准,10个项目入选能源领域首台(套 ...
国网英大股份有限公司关于2025年度计提减值准备的公告
Shang Hai Zheng Quan Bao· 2026-01-27 19:53
关于2025年度计提减值准备的公告 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。 重要内容提示: 证券代码:600517 证券简称:国网英大(维权) 公告编号:临2026-002号 国网英大股份有限公司 2025年度公司拟计提减值准备17,573.88万元,减少2025年合并报表利润总额17,573.88万元。本次计提减 值准备的相关财务数据未经审计,最终会计处理以年度审计确认后的结果为准。 国网英大股份有限公司(以下简称"公司")于2026年1月27日召开第九届董事会第六次会议,审议通过 了《关于公司2025年度计提减值准备的议案》,现将具体情况公告如下: 一、计提减值准备情况概述 根据《企业会计准则》和公司会计政策的相关规定,为真实、准确和公允地反映2025年度的经营成果和 财务状况,公司对截至2025年12月31日的合并口径的各项资产进行了全面清查,对各类资产进行了评估 和分析,并进行了相应的减值测试,根据测试结果,拟对相关资产计提各类减值准备共计17,573.88万 元。具体情况如下: 人民币万元 ■ 二、计提减值准 ...
河南日报整版关注:许昌,这样抢开局!
Xin Lang Cai Jing· 2026-01-27 03:23
Core Insights - The article emphasizes the proactive approach of Xuchang in economic development, highlighting its determination to stimulate consumption, expand investment, and initiate projects to achieve a strong start in the first quarter of the year [1][5][7] Group 1: Economic Strategy - Xuchang's strategy includes a strong focus on consumer spending and investment as key drivers of economic growth, aligning with national and provincial directives to enhance domestic demand and integrate into the national market [13][14] - The city aims to leverage its unique advantages, such as a robust industrial base and cultural heritage, to foster a modern industrial system and innovation-driven development [20][21] Group 2: Project Development - Xuchang has planned 418 key projects for 2026, with an annual investment target exceeding 120 billion yuan, including 174 projects set to commence in the first quarter [18][21] - The city is actively engaging in partnerships and collaborations to enhance its industrial capabilities, as evidenced by the establishment of significant projects in various sectors, including healthcare and intelligent manufacturing [18][19] Group 3: Consumption and Investment - During the New Year holiday, Xuchang attracted 2.46 million tourists, generating 1.72 billion yuan in revenue, showcasing the city's strong consumer market and tourism potential [13][16] - The city has implemented policies that have resulted in a continuous increase in retail sales, maintaining the highest growth rate in the province for 23 consecutive months [16][18] Group 4: Leadership and Governance - The leadership in Xuchang has initiated a series of high-level meetings to outline economic goals and strategies for the upcoming years, emphasizing the importance of early action and practical implementation [7][9] - The city is fostering a culture of diligence and innovation among its officials, encouraging them to actively participate in economic development initiatives [20][21]
2026年总量与政策年度展望:风至势起,进而有为
Guoyuan Securities· 2026-01-26 11:11
Group 1 - The core viewpoint of the report emphasizes the need for a systematic reshaping of macro governance paradigms through "three rebalances," aiming to establish a new starting point for high-quality development in 2026, which is the first year of the 14th Five-Year Plan [1] - The report identifies the main contradiction in the economy as "strong supply and weak demand," highlighting the necessity for policies to focus on expanding domestic demand while addressing structural issues [2][3] - The macroeconomic policy framework for 2026 is expected to prioritize internal demand, reform, and innovation, aiming for high-quality development while balancing external and internal factors [3] Group 2 - In 2025, the economic operation showed a steady improvement supported by proactive macro policies, with industrial production demonstrating resilience and a shift towards high-tech industries [2][12] - The report notes that the external demand has been stronger than internal demand, with exports playing a significant role in supporting economic stability [3][33] - The investment landscape remains challenging, particularly in real estate, while manufacturing investment is buoyed by equipment renewal policies [2][3] Group 3 - The economic outlook for 2026 suggests a moderate GDP growth target of around 5%, with growth driven by improvements in domestic demand and supply efficiency [4] - Price indicators are expected to show a mild upward trend, with PPI likely to recover due to improved supply-demand dynamics and global manufacturing inventory cycles [4][33] - The market dynamics are shifting from liquidity-driven growth to profit-driven growth, particularly in the midstream manufacturing sector, which is expected to see significant profit recovery [4][33]
李俊涛辞职
中国能源报· 2026-01-20 14:13
李俊涛辞去许继电气股份有限公司(以下简称"许继电气")董事长、董事及董事会专门委员会相关职务。 1月20日,许继电气发布公告称,公司董事会近日收到李俊涛提交的书面辞职报告, 因工作调动,李俊涛提出辞去公司董事长、董事及 董事会专门委员会相关职务(其原定任期至公司第九届董事会届满之日止) 。辞去以上职务后,李俊涛不再担任公司任何职务。辞职 报告自送达公司董事会之日起生效。李俊涛辞职不会影响公司正常生产经营和管理。 鉴于公司董事长李俊涛提出辞职申请,根据《公司法》《公司章程》等相关规定,经公司控股股东中国电气装备集团有限公司推荐并经 公司董事会提名委员会审查,公司董事会同意提名季侃为公司第九届董事会非独立董事候选人,任期至本届董事会届满。 证券代码:000400 一、董事长辞职情况 许继电气股份有限公司(以下简称"公司")董事会近日收到李俊涛先生提 交的书面辞职报告,因工作调动,李俊涛先生提出辞去公司董事长、董事及董事 会专门委员会相关职务(其原定任期至公司第九届董事会届满之日止)。辞去以 上职务后,李俊涛先生不再担任公司任何职务。 截止本公告日,李俊涛先生未持有公司股份,根据《公司法》及《公司章程》 等有关规定 ...
我省将加快工业母机机器人等产业高质量发展
Da Zhong Ri Bao· 2026-01-20 00:59
Core Insights - Shandong Province has launched a "Work Plan for Steady Growth in the Machinery and Power Equipment Industry," targeting six key areas: industrial mother machines, agricultural machinery, construction machinery, robots, instruments, and power equipment, aiming for a revenue target of over 400 billion yuan by the end of 2026 [1][2] Group 1: Key Areas of Focus - The plan emphasizes collaboration between enterprises and educational institutions to establish innovation centers and key laboratories, focusing on critical technologies such as high-precision spindles and intelligent control systems [1] - Shandong aims to build pilot testing platforms in areas like industrial mother machines and robots to facilitate the conversion of technological achievements [1] Group 2: Industry Development Strategies - The province will enhance collaboration between main engine manufacturers and application units to stabilize the existing industry, while targeting weak links in high-end bearings and precision sensors [1] - Shandong plans to promote advanced agricultural machinery and intelligent medical equipment, while accelerating major projects in renewable energy and smart logistics [2]