电力工程建设

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中国电建(601669):收入小幅增长,减值显著收窄
Changjiang Securities· 2025-05-09 10:18
Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - The company achieved a slight revenue growth of 1.61% year-on-year in Q1 2025, with total revenue reaching 142.56 billion yuan. However, the net profit attributable to shareholders decreased by 12.03% to 2.636 billion yuan, and the net profit after deducting non-recurring items fell by 13.99% to 2.598 billion yuan [7][12]. Summary by Relevant Sections Revenue and Orders - In Q1 2025, the company signed new orders totaling 299.32 billion yuan, a decline of 9.60% year-on-year. The breakdown includes: - Energy and electricity new orders: 180.21 billion yuan, down 9.33% - Water resources and environment new orders: 37.91 billion yuan, down 29.06% - Urban construction and infrastructure new orders: 75.03 billion yuan, up 7.93% - Other businesses new orders: 6.16 billion yuan, down 34.43% [12]. Profitability and Margins - The company's gross margin in Q1 2025 was 10.81%, a decrease of 0.95 percentage points year-on-year. The expense ratio increased to 7.28%, up 0.21 percentage points year-on-year. The net profit margin attributable to shareholders was 1.85%, down 0.29 percentage points year-on-year, while the net profit margin after deducting non-recurring items was 1.82%, down 0.33 percentage points year-on-year [12]. Cash Flow and Debt - The operating cash flow in Q1 showed a net outflow of 40.52 billion yuan, an increase in outflow by 1.44 billion yuan year-on-year. The cash collection ratio was 97.60%, up 1.27 percentage points year-on-year. The asset-liability ratio increased by 1.38 percentage points to 79.61%, and the accounts receivable turnover days increased by 10.53 days to 83.27 days [12]. Investment and Future Growth - The company plans to actively reduce investment scale in 2024, completing investments of 90.31 billion yuan, a decrease of 30.16% from 2023. The new installed capacity for wind power, solar photovoltaic, and hydropower in 2024 is expected to be 2.042 million kW, 4.0437 million kW, and 0.18 million kW, respectively. By the end of 2024, the company's controlled grid-connected installed capacity is projected to reach 33.1276 million kW, a year-on-year increase of 22% [12].
新疆阿克苏地区重点项目建设刷新“进度条”
Zhong Guo Jing Ji Wang· 2025-05-08 08:00
Group 1 - The construction of key projects in the Aksu region of Xinjiang is progressing rapidly, with workers focused on meeting deadlines and ensuring quality [1] - The Aksu Wushi 220 kV substation project has completed 30% of the framework pouring and 50% of the capacitor area since its commencement on April 21, 2023, and is expected to be operational by June 2026 [1] - The project will enhance the local power grid structure, improve power supply reliability, and support high-quality economic development in the region [1] Group 2 - The Kapsulang River hot spring water conservancy hub project in Baicheng, invested by Xinjiang Energy Group and constructed by China Railway No. 2 Engineering Group, is on track for completion by the end of this year [2] - Key construction tasks such as dam filling, spillway construction, and hydropower system installation are progressing smoothly, with local departments providing support to resolve challenges [2] - The annual production project of 40,000 tons of polyoxymethylene at Xinjiang Bingneng New Materials Technology Co., Ltd. is in a critical phase, with confidence in meeting the planned delivery schedule [2]
节日建设忙——蒙东锡盟巴彦杭盖-胜利500千伏输变电工程加快建设
Zhong Guo Neng Yuan Wang· 2025-05-01 08:52
Core Points - The construction of the Bayannur-Hangai-Victory 500 kV transmission and transformation project is progressing rapidly, with nearly a hundred builders working during the International Labor Day holiday to ensure the project is completed by June [1][5] - This project is part of the Xilin Gol League's ultra-high voltage AC and DC hybrid grid reinforcement, involving the construction of 437 new towers and 183.32 kilometers of line, scheduled to be operational by the end of June 2024 [2][3] - The project aims to enhance the transmission efficiency of clean energy from the Xilin Gol League to East China, meeting the demand for an additional 1 million kilowatts of wind power and contributing to improved air quality in the region [2][3] Construction Progress - As of now, the project has completed all foundation pouring work, with 419 towers erected, accounting for 95.8% of the total, and 171.03 kilometers of line constructed, representing 93.3% of the total [5] - The construction team is focused on ensuring safety during high-altitude operations, especially given the windy conditions typical of spring [5][4] - The project is a key initiative under the "14th Five-Year Plan," emphasizing the importance of infrastructure development in the region [4]
“五一”建设不停歇 坚守工程第一线
Zhong Guo Neng Yuan Wang· 2025-05-01 08:52
Core Viewpoint - The 桃合木 500 kV New Energy Gathering and Transmission Project is a key construction project under the "14th Five-Year Plan" for power development in Inner Mongolia, aimed at enhancing the region's renewable energy capacity and infrastructure [1][4]. Group 1: Project Overview - The project includes the construction of one new 500 kV substation with an additional capacity of 1.2 million kVA and the installation of 20.4 kilometers of transmission lines from 220 kV to 500 kV [1]. - Upon completion, the project will significantly meet the local renewable energy grid connection and transmission needs, facilitating future renewable energy planning in the region [1]. Group 2: Construction Progress - As of April 2024, the project has achieved 100% completion of the substation equipment foundation, support frame installation, and line foundation pouring, with 75% of the tower assembly completed [4]. - The construction team has implemented various strategies to overcome challenges posed by adverse weather conditions, ensuring the project remains on schedule [4].
中国能建安徽电建二公司:匠心筑造 左江畔电厂书写绿能华章
Zhong Guo Jin Rong Xin Xi Wang· 2025-04-30 14:04
Core Viewpoint - The construction of the Chongzuo power plant, a significant energy project in Guangxi, has successfully overcome various challenges, including extreme weather and complex geological conditions, to enhance energy infrastructure in the border region with Vietnam [2][4][6]. Group 1: Project Overview - The Chongzuo power plant consists of two 660 MW ultra-supercritical coal-fired units, marking it as a key energy source in the region [1][4]. - The first unit of the power plant completed a 168-hour trial run and officially commenced commercial operations on April 24 [2]. Group 2: Construction Challenges and Innovations - The project faced adverse conditions such as high temperatures, heavy rainfall, and tight deadlines, prompting the construction team to innovate and adapt [4][6]. - Innovations included changing the backfill material from soil-stone mix to graded sand-stone, designing specialized lifting tools for boiler components, and developing a collision avoidance system for cranes [4][5]. - The project team implemented factory processing for water pipes and steel structures, reducing costs by over 70,000 yuan and shortening production time [5]. Group 3: Quality Management and Aesthetics - A robust quality management system was established, including acceptance protocols and training, which led to the project being recognized as a "model project" multiple times [5]. - Attention to detail in construction, such as the arrangement of instrument pipes and the use of stainless steel for corrosion protection, reflects a commitment to both functionality and aesthetic quality [5]. Group 4: Response to Extreme Weather - The project team demonstrated resilience during extreme weather events, including a significant flood that raised water levels by 14 meters, by implementing emergency measures to protect critical infrastructure [6]. - Continuous 24-hour operations and strategic planning allowed the team to recover lost time and meet project milestones ahead of schedule [6].
中国电力建设股份有限公司
Shang Hai Zheng Quan Bao· 2025-04-27 19:21
登录新浪财经APP 搜索【信披】查看更多考评等级 公司董事会审计与风险管理委员会对立信、信永中和、天健的执业情况进行了充分地了解,经审议,认 为立信、信永中和、天健具备专业胜任能力、投资者保护能力以及良好的独立性和诚信状况,同意聘请 立信、信永中和、天健为公司2025年度财务审计机构,聘请立信为公司2025年度内部控制审计机构并提 交公司董事会审议。 (二)董事会的审议和表决情况 2025年4月25日,公司第四届董事会第八次会议审议通过了《关于中国电力建设股份有限公司聘请2025 年度年报审计机构和内控审计机构的议案》,同意续聘立信、信永中和、天健为公司2025年度财务审计 机构,续聘立信为公司2025年度内控审计机构,表决情况:9票赞成、0票反对、0票弃权。 (三)生效日期 本次续聘立信、信永中和、天健事项尚需提交公司股东大会审议,并自公司股东大会审议通过之日起生 效。 特此公告。 中国电力建设股份有限公司董事会 二〇二五年四月二十八日 证券代码:601669 股票简称:中国电建 公告编号:临2025-021 中国电力建设股份有限公司 关于会计政策变更的公告 本公司董事会及全体董事保证本公告内容不存在任何虚 ...
中国电建:完成DeepSeek大模型本地化部署与测试
news flash· 2025-04-16 07:37
Group 1 - The core viewpoint of the article is that China Electric Power Construction (601669) has successfully completed the localization deployment and testing of the DeepSeek large model, indicating a significant advancement in integrating artificial intelligence technology with business scenarios [1] - The company plans to apply this AI technology in various fields such as engineering design and safety monitoring, which suggests a strategic move towards enhancing operational efficiency and innovation [1] - The establishment of an enterprise-level AI application platform is a key development that could potentially transform the company's service offerings and operational capabilities [1]
中国能建:控股股东中国能建集团增持0.33%股份
news flash· 2025-04-14 11:10
中国能建(601868)公告,控股股东中国能建集团自2024年10月15日至2025年4月14日期间,通过上海 证券交易所证券交易系统以集中竞价方式累计增持公司A股1.37亿股,占公司总股本的0.33%,累计增 持金额3亿元(不含手续费)。本次增持计划实施期限届满后,中国能建集团直接持有公司188.47亿股,占 公司总股本的45.21%。 ...