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中国能建(601868.SH):国家正在推进8个算力枢纽节点的建设
Ge Long Hui· 2025-12-10 10:11
格隆汇12月10日丨中国能建(601868.SH)在投资者互动平台表示,国家正在推进8个算力枢纽节点的建 设,公司已在部分节点进行了布局,其中,甘肃庆阳"东数西算"源网荷储一体化智慧零碳大数据产业园 一期示范项目已经建成投运,其他地区已在推进之中。 ...
江苏发布两则任职前公示
转自:北京日报客户端 江苏省餐饮行业协会负责人人选公示 为进一步加强对行业协会商会负责人任职监督,根据社会组织相关法规和文件要求,现对下列同志拟担 任行业协会商会负责人情况予以任职前公示: 1. 于学荣,男,汉族,1973年11月生,大专,群众,现任江苏钟山饭店经营管理服务有限公司董事长、 江苏扬州炒饭餐饮管理有限公司董事长,拟任江苏省餐饮行业协会会长、法定代表人。 2. 徐浩,男,回族,1972年6月生,大专,群众,现任江苏省餐饮行业协会副会长,拟任江苏省餐饮行 业协会副会长。 3. 魏嵇峰,男,汉族,1990年3月生,研究生,群众,现任江苏小厨娘餐饮管理有限公司总经理,拟任 江苏省餐饮行业协会副会长。 4. 葛达林,男,汉族,1971年1月生,大学,中共党员,现任金陵饭店股份有限公司南京金陵饭店分公 司副总经理,拟任江苏省餐饮行业协会副会长。 5. 杨飞,男,汉族,1970年3月生,大学,中共党员,现任江苏钟山宾馆集团有限公司党委委员、副总 经理,拟任江苏省餐饮行业协会副会长。 6. 许大伟,男,汉族,1983年7月生,大学,群众,现任南京梅花餐饮管理有限公司总经理,拟任江苏 省餐饮行业协会副会长。 7. ...
Argan(AGX) - 2026 Q3 - Earnings Call Transcript
2025-12-04 23:00
Financial Data and Key Metrics Changes - The company reported third quarter revenues of $251 million, a slight decrease from $257 million in the same quarter of fiscal 2025, primarily due to the completion of significant projects [6][16] - Gross profit for the third quarter was approximately $46.9 million, with a gross margin of 18.7%, up from 17.2% in the prior year [17] - Net income for the third quarter was $30.7 million, or $2.17 per diluted share, compared to $28 million, or $2 per diluted share, for the same quarter last year [18] - Year-to-date revenues increased by 6% to $682.6 million compared to $641.7 million for the prior year period [19] Business Line Data and Key Metrics Changes - Power Industry Services segment revenues decreased by 8% to $196 million, representing 78% of total revenues [9] - Industrial Construction Services segment revenues increased by 19% to $49 million, contributing 20% of consolidated revenues [10] - Telecommunications Infrastructure Services segment revenues grew by 76% to $6.3 million, contributing 2% of total revenues [10] Market Data and Key Metrics Changes - The current backlog stands at approximately $3 billion, reflecting strong demand for new power resources [4][13] - The backlog is comprised of approximately 79% natural gas projects and 16% renewable projects, indicating a significant focus on natural gas facilities [12] Company Strategy and Development Direction - The company aims to leverage its capabilities in building complex combined cycle facilities to meet the growing demand for reliable energy [11][23] - There is a commitment to maintaining a disciplined approach to capital allocation and pursuing strategic M&A opportunities [22][24] - The company is focused on organic growth while being alert to acquisition opportunities that enhance its capabilities [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the project pipeline and expects to add several new projects in the coming years [5][25] - The company highlighted the urgent need for new power resources due to aging infrastructure and increasing energy demand [11][23] - Management remains committed to executing diverse projects in the backlog and maintaining operational excellence [15][26] Other Important Information - The company has a strong balance sheet with $727 million in cash and investments, net liquidity of $377 million, and no debt [8][20] - A quarterly dividend of $0.50 was announced, marking the third consecutive increase in the past three years [8][22] Q&A Session Summary Question: Insights on margins moving forward - Management indicated that pricing models remain consistent, and while gross margins have exceeded expectations, it is too early to predict future margins [28][29] Question: Manpower challenges with multiple projects - Management acknowledged labor challenges but emphasized that they are at their largest headcount in history to manage the workload [30][31] Question: Pipeline activity expectations - Management expects to add a handful of jobs over the next 12 to 24 months but noted that timing is uncertain due to project start dates being controlled by developers [32][33] Question: Competitive environment changes - Management noted that competition for large complex projects has decreased, with only a few companies capable of executing such projects [35] Question: Project size and opportunities - Management stated that current projects average over one gigawatt, with no size limitations on future projects [40][41]
电站大坝被指偷工减料,中国电建深夜回应
第一财经· 2025-12-01 02:18
2025.12. 01 本文字数:532,阅读时长大约1分钟 报道称,用于加固坝肩边坡岩土体的数百根锚筋桩存在严重质量缺陷:实际施工长度大幅缩水,部分 桩长甚至不足设计标准的三分之一。更为严重的是,多数锚筋桩未按规范要求进行水泥砂浆灌注,施 工方仅在桩孔口进行简单封浆处理以应付检查。 11月29日深夜,中国电力建设集团有限公司发布情况通报称,针对媒体反映福建永安抽水蓄能电站 施工过程中存在的质量等问题,中国电建高度重视,已成立调查组,将会同有关方面全面调查核实, 依法依规处理。 图源:中国电力建设集团有限公司微信公众号 据《经济参考报》 此前 报道,福建省永安抽水蓄能电站在建的下水库工程,被指在大坝施工中存在 严重偷工减料问题。 推荐阅读 万科突发公告,一笔境内债将寻求展期 该工程由中国电建子公司水电三局和水电十六局等单位承建。该工程的监理单位浙江华东工程咨询有 限公司为设计单位中国电建集团华东勘测设计研究院有限公司的全资子公司,而华东勘测设计院又为 中国电建集团的全资子公司。涉嫌偷工减料工程的设计方、施工方与监理方同属于中国电建。 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 ...
福建永安抽水蓄能电站施工过程中被指存在质量问题,中国电建:已成立调查组
Xin Hua Ri Bao· 2025-11-30 23:38
- $12 11月29日,中国电建发布情况通报:针对媒体反映福建永安抽水蓄能电站施工过程中存在的质量等问题,中国电建高度重视,已成立调查组,将会同有关 方面全面调查核实,依法依规处理。公司真诚感谢社会各界监督,相关调查结果将及时公布。 ...
媒体曝光75亿元项目“严重偷工减料”!中国电建:已成立调查组
Sou Hu Cai Jing· 2025-11-30 04:18
Core Viewpoint - China Power Construction Corporation (China Power) has acknowledged quality issues in the construction of the Yong'an pumped storage power station and has established an investigation team to address these concerns and ensure compliance with regulations [1]. Group 1: Project Overview - The Yong'an pumped storage power station has a total investment of 7.5 billion yuan and is the first large-scale energy storage project approved under Fujian Province's 14th Five-Year Plan [1]. - The project involves the construction of a lower reservoir dam, which has reportedly faced serious quality issues during construction [1]. Group 2: Quality Concerns - Reports indicate that hundreds of anchor piles used to reinforce the dam's shoulder have significant quality defects, with actual construction lengths being substantially shorter than required, with some piles being less than one-third of the design specifications [1]. - Many of the anchor piles were not constructed according to the required standards for cement and sand filling, with the construction team only performing minimal sealing at the pile openings to pass inspections [1]. - According to design requirements, over 1,000 anchor piles need to be installed on both sides of the dam's shoulder, with more than 600 completed; however, workers estimate that only about 30% of these piles meet the design standards, while the majority are considered substandard [1].
中国电建连夜通报:已成立调查组
券商中国· 2025-11-30 02:06
中国电力建设集团有限公司11月29日晚发布情况通报: 据《经济参考报》报道,福建省永安抽水蓄能电站是国家抽水蓄能"十四五"重点项目,记者在福建省永安 市调查发现,该电站在建的下水库工程,被指在大坝施工中存在严重偷工减料问题。 来源:政事儿 责编: 刘珺宇 校 对:王锦程 用 券中社 12 券商中国 × 券 中 社 针对媒体反映福建永安抽水蓄能电站施工过程中存在的质量等问题,中国电建高度重视,已成立调查组, 将会同有关方面全面调查核实,依法依规处理。公司真诚感谢社会各界监督,相关调查结果将及时公布。 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 律 责 任 。 百万用户都在看 直线封板!国企改革,突发大利好! 白宫突发,进入封锁状态!特朗普发声! 深夜,直线拉升!人工智能,突传 ...
中国电建深夜通报
中国基金报· 2025-11-30 01:17
来源:"中国电建"微信公号、经济参考报 图源经济参考报 据经济参考报消息,福建省三明市永安抽水蓄能电站在建的下水库工程,被指在大坝施工中存在 严重偷工减料问题。 报道显示,该工程由中国电建(601669.SH)子公司中国水利水电第三工程局有限公司(简 称"水电三局")承建,是国家抽水蓄能"十四五"规划重点项目。记者现场了解到,用于加固坝肩 边坡岩土体的数百根锚筋桩存在严重质量缺陷:实际施工长度大幅缩水,部分桩长甚至不足设计 标准的三分之一。更为严重的是,多数锚筋桩未按规范要求进行水泥砂浆灌注,施工方仅在桩孔 口进行简单封浆处理以应付检查。相关专家指出,下水库大坝作为永安抽蓄电站关键建筑,其质 量直接关系到电站安全运行,施工中的偷工减料行为可能危及大坝整体安全。 中国电建11月29日晚发布情况通报: 针对媒体反映福建永安抽水蓄能电站施工过程中存在的质量等问题,中国电建高度重视,已成立调查 组,将会同有关方面全面调查核实,依法依规处理。公司真诚感谢社会各界监督,相关调查结果将及 时公布。 ...
中国电建深夜通报
Huan Qiu Wang· 2025-11-30 00:40
2025年11月29日 中国电建11月29日晚发布情况通报: 针对媒体反映福建永安抽水蓄能电站施工过程中存在的质量等问题,中国电建高度重视,已成立调查组,将会同有关方面全面调查核实,依法依规处理。 公司真诚感谢社会各界监督,相关调查结果将及时公布。 中国电建 来源:中国电建 ...
被指存在质量等问题,中国电建已成立调查组
Huan Qiu Shi Bao· 2025-11-30 00:39
中国电建11月29日晚发布情况通报:针对媒体反映福建永安抽水蓄能电站施工过程中存在的质量等问 题,中国电建高度重视,已成立调查组,将会同有关方面全面调查核实,依法依规处理。公司真诚感谢 社会各界监督,相关调查结果将及时公布。("中国电建"微信公号) ...