证券代码：601669 股票简称：中国电建 公告编号：临 2025-062 中国电力建设股份有限公司 2025 年 1 月至 9 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9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 | 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 | 4013 | 5852.28 | 12.89% | | 水电 | 783 | 1494.38 | 68.82% | | 其中：抽水蓄能 | 407 | 653.87 | 15.26% | | 风电 | 919 | 1828.74 | 54.67% | | 太阳能发电 | 779 | 1379.18 | -33.36% | | 火电 | 389 | 338.29 | -46.25% | | 新型储能 | 142 | 366.98 | / | | 其他 | 1001 | 444.70 | ...

Core Insights - The company reported a new contract amount of 904.527 billion yuan from January to September 2025, representing a year-on-year growth of 5.04% [1] Domestic and International Contracts - Domestic contracts amounted to 690.773 billion yuan, showing a year-on-year increase of 0.83% [1] - International contracts reached 213.754 billion yuan, with a significant year-on-year growth of 21.45% [1] Business Segment Performance - Energy and power contracts totaled 585.228 billion yuan, reflecting a year-on-year growth of 12.89% [1] - Hydropower contracts were 149.438 billion yuan, marking a substantial year-on-year increase of 68.82% [1] - Wind power contracts amounted to 182.874 billion yuan, with a year-on-year growth of 54.67% [1] - Solar power contracts were 137.918 billion yuan, experiencing a year-on-year decline of 33.36% [1] - Thermal power contracts totaled 33.829 billion yuan, showing a year-on-year decrease of 46.25% [1]

转自：国际商报 "吊车起吊拼装好的塔材，高空作业人员注意接收。塔材在起吊过程中和塔身保持适当的距离。"10月12 日，在位于福建莆田的上庄—天云220千伏线路工程组塔现场，工作负责人林福东正密切监督施工操 作，提醒安全注意事项。 福建莆田上庄—天云220千伏线路工程新建线路路径全长约22公里，新建铁塔72基，工程目前已进入立 塔架线施工高峰期。金秋十月，福建送变电公司以班组为单元进行管控，抢抓时间加速建设，超100名 电力人员在近10个作业点同步开展铁塔组立、线路开断和附件安装等各项工作。 当日正在组立的铁塔位于海域滩涂，福建送变电公司搭建超4000平方米的施工钢栈桥及平台，避免填土 围堰造成海域污染，钢栈桥在施工完成后可拆除、可重复使用，有效降低对生态环境的扰动，做到绿色 化施工。组塔作业期间，钢栈平台可承载塔材、施工机械及人员荷载。每段塔材吊装前，施工人员需在 平台上完成预拼装、检查塔材平直度和螺栓孔位对齐度。塔上的高空作业人员配合吊车接收塔材并组 装。吊装过程中，平台上的指挥人员与地面操作手保持实时通讯，通过调整牵引绳控制塔材姿态，避免 与已组塔段发生碰撞。 为保证工程进度和质量，福建送变电公司加大机械 ...

Core Viewpoint - China Energy Engineering Corporation (中电工程) has successfully signed a total contracting project with Jinneng Holding Shanxi Electric Power Co., Ltd. for the construction of two 660 MW ultra-supercritical coal-fired generating units in Shanxi Province [1] Group 1: Project Details - The project, named Tonghua Xianggang Phase II, is located in Xuangang Town, Yuanping City, Shanxi Province [1] - It involves the construction of two 660 MW ultra-supercritical, once reheated, direct air-cooled coal-fired generating units [1] - The project will also include the installation of desulfurization, denitrification, and dust removal facilities [1]

Core Viewpoint - Zhejiang Yunda Energy Construction Co., Ltd., a subsidiary of Yunda Co., Ltd. (300772.SZ), received a fine from the Hunan Energy Regulatory Office for violating regulations related to the installation and maintenance of electrical facilities, resulting in a total penalty of 459,800 yuan [1][2][3]. Summary by Sections Company Information - Zhejiang Yunda Energy Construction Co., Ltd. was established on November 7, 2023, with a registered capital of 100.02 million yuan. The legal representative is Zhu Jiang, and the company is primarily owned by Yunda Co., Ltd. with a 95% stake [4]. - The company operates in the field of energy construction and has a total asset value of 784 million yuan, with an operating income of 798 million yuan and a net profit of 29.97 million yuan for the reporting period [5]. Regulatory Actions - The Hunan Energy Regulatory Office issued a penalty notice (湘监能罚字〔2025〕11号) against Yunda Energy Construction for exceeding its licensed scope in electrical facility activities, leading to a fine of 459,800 yuan [2][3]. - The company is required to cease illegal activities as per the regulations outlined in the "Measures for the Investigation and Punishment of Unlicensed Operations" and the "Regulations on the Quality Management of Construction Projects" [3]. Financial Performance - For the first half of 2025, Yunda Co., Ltd. reported a revenue of 10.894 billion yuan, a year-on-year increase of 26.27%, while the net profit attributable to shareholders decreased by 2.62% to 144 million yuan [5]. - As of October 15, 2025, Yunda Co., Ltd. shares were trading at 20.06 yuan, reflecting a decline of 0.40% [6].

Core Viewpoint - China Power Construction Corporation (China Power) has signed contracts for two solar photovoltaic projects in Saudi Arabia, totaling approximately 11.72 billion RMB, showcasing its comprehensive service capabilities and international business expansion [1]. Group 1: Project Contracts - China Power's subsidiaries have formed a consortium with Saudi Afif Renewable Energy Company to sign contracts for the Afif 1 and Afif 2 solar photovoltaic IPP projects, with contract amounts of approximately 5.843 billion RMB and 5.876 billion RMB respectively, totaling 11.719 billion RMB [1]. - The projects are located in Afif Town, Riyadh Province, Saudi Arabia, and involve the construction of a 2000MW solar field, substations, transmission lines, and related infrastructure, with a contract duration of 26 months [1]. Group 2: Recent Business Performance - In the first eight months of the year, China Power reported a steady growth in new orders, with a total of 5,636 new projects and a total contract amount of 800.8 billion RMB, representing a year-on-year increase of 4.71% [2]. - The company saw significant growth in new wind power projects, with 811 projects amounting to 166.3 billion RMB, a year-on-year increase of 61.27%, while solar power projects decreased by 27.55% [2]. - The overseas business of China Power grew substantially, with contract amounts reaching 179.8 billion RMB, a year-on-year increase of 21.90%, significantly outpacing the domestic business growth of 0.61% [2]. Group 3: Industry Position - China Power is responsible for over 80% of river planning and more than 65% of large and medium-sized hydropower station construction in China, and it leads over 50% of the global market for large and medium-sized water conservancy and hydropower construction [3]. - The company also undertakes over 60% of wind and solar power engineering planning and construction tasks in China, highlighting its dominant position in the renewable energy sector [3].

Core Viewpoint - China Energy Construction Co., Ltd. has signed three new energy general contracting agreements with a consortium involving Saudi companies, totaling approximately $2.745 billion, equivalent to about 19.554 billion RMB [1] Group 1 - The consortium includes subsidiaries of China Energy Construction, namely China Energy Construction International Group Co., Ltd., China Energy Construction Group Guangdong Thermal Power Engineering Co., Ltd., and Northwest Electric Power Design Institute [1] - The project partners from Saudi Arabia include Saudi International Power and Water Company, Saudi Public Investment Fund, and Saudi Aramco Power Company [1] - The total contract amount of approximately $2.745 billion reflects a significant investment in renewable energy projects [1]

中国电建10月10日晚间公告，公司下属子公司中国水电建设集团国际工程有限公司、中国电建集团华东 勘测设计研究院有限公司与中国电力建设集团有限公司组成联合体，与沙特阿菲夫可再生能源公司签订 了沙特阿菲夫1光伏IPP项目及沙特阿菲夫2光伏IPP项目合同，合同金额折合人民币分别约58.43亿元、 58.76亿元。两个项目均位于沙特中部地区利雅得省阿菲夫镇，工程范围为：修建2000MW光伏场区、 33/132kV场区升压站、132kV送出线路、电网站的部分连接设施和接口设施、连接道路等。合同工期均 为26个月。 ...

Core Viewpoint - Shuangliang Energy has won a bid for the Hebei Jingyuan Thermal Power Expansion Project, which is expected to contribute approximately 4.19 billion yuan to the company's revenue in 2024, representing 3.21% of its audited operating income for that year [1] Group 1 - The project involves the EPC general contracting of a surface condenser indirect cooling system for two 1000MW thermal power generation units [1] - The winning consortium includes Shuangliang Energy as the leading partner, along with China Construction Research Institute Co., Ltd. and Henan Second Construction Group Co., Ltd. [1] - The bid amount of 4.19 billion yuan is a significant addition to the company's projected revenue for 2024 [1]

Core Viewpoint - The aging population and the deepening of the Beijing-Tianjin-Hebei coordinated development are accelerating the growth of elderly care services, with a focus on integrating ecological health care and rural revitalization [1][2] Group 1: Company Initiatives - China Electric Power Construction (CEPC) is developing the Beijing Valley project in the Yanshan region to meet the market demand for high-quality elderly care, focusing on a full-service chain from prevention to rehabilitation and care [1] - The project aims to create a health service network that covers all age groups, with a particular emphasis on the elderly [1] - The CEPC rehabilitation center integrates emergency, rehabilitation, and health check-up functions, equipped with professional equipment and multidisciplinary teams to handle common illnesses and assist with emergencies [1] Group 2: Technological Integration - A smart health management platform has been established to create a closed loop of "monitoring-analysis-intervention," allowing real-time health data uploads from residential devices [1] - The health manager provides medication reminders and lifestyle suggestions based on health profiles formed from health check reports and daily habits [1] Group 3: Community and Economic Impact - The project promotes a win-win model among enterprises, village collectives, and farmers, transforming traditional agricultural villages into culturally and tourism-oriented villages [2] - CEPC's approach emphasizes sustainable development rather than short-term solutions, aiming to convert professional capabilities into tangible benefits for the community [2] - The upcoming full operation of the CEPC rehabilitation center and the upgrade of the smart elderly care system will enhance the efficient connection between health data and medical resources [2]