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【人勤春来早 实干开新局】企业新春复工忙 全力冲刺“开门红”
Yang Shi Wang· 2026-02-25 16:03
新春伊始,各地锚定目标真抓实干,加快推动高质量发展取得新成效,为"十五五"开好局起好步奠定坚实基础。 昆明长水机场改扩建项目迎来重要节点 云南昆明长水国际机场是我国面向南亚、东南亚的国际航空枢纽。眼下,机场改扩建工程正加速推进,建成后,长水机场将成 为全球第二个高原多跑道国际枢纽,实现高铁、地铁、机场捷运无缝换乘。 总台记者 李腾飞:我现在所处的位置就是长水机场改扩建工程综合交通枢纽施工现场,我身旁塔吊林立、机械轰鸣,600多名工 人穿梭在钢筋骨架间正在专注作业,冲刺农历马年的开门红,这片区域是未来长水机场的T2航站楼,高铁正线、地铁桥梁与综合交 通枢纽主体结构在这里纵横交错,可以说现在的建设情况直接关系着后续的施工进展,过程中建设者们严格遵守行业规程,注意施 工细节,忙而不乱地推进项目进度。好消息是,再过一个来月,交叉区域的施工基本就能收尾了,工程将迎来重要进展。 横跨安徽、湖北两省的华阳河蓄滞洪区建设工程正在加紧建设,多个关键闸站、泵站主体结构近期顺利封顶,总体建设进度达 72%以上,是长江流域重要防洪控制性工程,预计2027年全面建成发挥效益。 辽宁徐大堡核电项目1号机组核岛安装设备 在我国最北端的核电 ...
促消费、稳投资 “最长春节假期”激活内需潜力
Xin Hua Wang· 2026-02-24 14:11
新华社北京2月24日电 题:促消费、稳投资 "最长春节假期"激活内需潜力 新华社记者周圆、胡林果 全国重点零售和餐饮企业日均销售额较2025年春节假期增长5.7%、超28亿人次跨区域出行、国内 出游5.96亿人次、国内出游总花费8034.83亿元、北京轨道交通27个在建标段不停工……长达9天的"最长 春节假期"里,一幕幕火热的消费画面、不断刷新的项目建设"进度条",折射出内需动力愈发强劲。 春节是消费旺季,长假制度优化释放的时间红利,进一步激发消费活力。 假期"加时",点燃文旅市场。中国旅行社协会联合途牛发布报告称,途牛用户今年春节人均出游天 数达5.9天,较上年增加1.1天。马蜂窝大数据显示,5天以上的长线出游订单量占比达到59.6%。 当春节遇上冬奥,冰雪运动热持续升温。大年初二,在重庆丰都南天湖国际滑雪场,十几栋小木屋 暖意融融,蜿蜒雪道上人影攒动。 "往年是'打卡式滑雪',只待一天。今年春节时间充裕,前几天和家人团聚,后面计划在这里玩几 天,系统学习下滑雪技巧。"来自成都的雪友曹林说。 去哪儿大数据研究院研究员蔡木子认为,超长假期为旅游、交通、零售、餐饮等带来前所未有的新 机遇,尤其是对于文旅市场,不 ...
李强在山东调研时强调 坚持远近结合 抓好开局起步更加扎实有效促发展惠民生增后劲
Xin Hua Wang· 2026-02-03 01:09
Group 1 - The core message emphasizes the importance of implementing policies effectively to promote development and improve people's livelihoods, aligning with the directives from the central government [1] - The focus on intelligent manufacturing as a key direction for industrial technology transformation and optimization, highlighting the need for continuous investment in research and development to enhance competitiveness [2] - The promotion of clean heating solutions is recognized for its benefits to both public welfare and ecological protection, with an emphasis on regional energy coordination and the application of green technologies [2] Group 2 - The meeting with local government representatives aimed to gather feedback on the "Government Work Report" and the draft of the "14th Five-Year Plan," stressing the need for local governments to actively implement central policies and foster new growth points [5] - The call for high-quality development and the importance of planning significant initiatives and projects to strengthen domestic circulation and promote employment and income growth [5] - The emphasis on a pragmatic approach in local government planning, advocating for concise and effective special plans rather than overly ambitious ones [5]
中国能建:公司无港股回购计划
Zheng Quan Ri Bao Wang· 2026-01-30 14:40
Core Viewpoint - China Energy Engineering Corporation (China Energy) has no plans for a Hong Kong stock buyback and emphasizes its commitment to stable cash dividends and high-quality development [1] Group 1 - The company has confirmed that there is currently no plan for a stock buyback in the Hong Kong market [1] - China Energy is committed to maintaining a stable cash dividend policy [1] - The company focuses on high-quality development, innovation-driven strategies, and refined management practices [1]
中国能建:跨境支付主要为国际业务涉及的资金进出
Zheng Quan Ri Bao Wang· 2026-01-30 12:19
Group 1 - The core viewpoint of the article is that China Energy Engineering Corporation (China Energy) is actively involved in cross-border payments primarily related to its international business operations [1] Group 2 - The company responded to investor inquiries on its interactive platform regarding the nature of its cross-border payment activities [1]
中国能建:公司始终聚焦“数能融合”战略
Core Viewpoint - The company is focusing on the "data-energy integration" strategy and is actively developing data center projects across various regions [1] Group 1: Strategic Focus - The company has laid out data center projects in multiple locations, with a specific investment in the Gansu Qingyang data center promoting the use of green electricity [1] - Future plans include a strong push for direct connections between wind and solar energy sources and data centers to enhance the stability and cost-effectiveness of green electricity supply [1] Group 2: Collaboration Efforts - The company is actively communicating with various high-quality enterprises to explore potential collaboration opportunities [1]
中国能建:公司在西班牙设有子公司
Zheng Quan Ri Bao Wang· 2026-01-30 10:46
Group 1 - The company has a subsidiary in Spain, with its business primarily distributed in Spain and other EU member states [1] - The company's overseas market development agency is actively expanding in the EU market [1] - Overall, the revenue share from EU member states is relatively low for the company [1]
中国能建1月29日获融资买入2.95亿元,融资余额16.16亿元
Xin Lang Cai Jing· 2026-01-30 01:46
Core Viewpoint - China Energy Construction Co., Ltd. (China Energy) has shown stable trading activity with a slight increase in financing and a decrease in net profit year-on-year, indicating potential investment opportunities and challenges in the company's financial performance [1][2]. Financing Activity - On January 29, China Energy's financing buy amounted to 295 million yuan, with a net buy of 57.01 million yuan after repayments [1]. - The total financing balance reached 16.16 billion yuan, accounting for 2.03% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of financing activity [1]. - The company repaid 541,300 shares in short selling and sold 267,700 shares, with a total selling amount of 658,500 yuan, while the short selling balance was 2.20 million yuan, below the 20th percentile of the past year, indicating low short selling activity [1]. Company Overview - China Energy, established on December 19, 2014, and listed on September 28, 2021, primarily engages in construction contract services through five business departments [2]. - The revenue composition includes 81.18% from engineering construction, 7.42% from industrial manufacturing, 6.80% from investment operations, 4.07% from surveying and consulting, and 0.53% from other businesses [2]. - As of September 30, 2025, the company reported a revenue of 323.54 billion yuan, a year-on-year increase of 9.62%, while the net profit attributable to shareholders decreased by 12.43% to 3.16 billion yuan [2]. Dividend Distribution - Since its A-share listing, China Energy has distributed a total of 4.69 billion yuan in dividends, with 3.75 billion yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders include China Securities Finance Corporation, holding 613 million shares, and Hong Kong Central Clearing Limited, holding 488 million shares, which decreased by 368 million shares compared to the previous period [3]. - Other notable shareholders include various ETFs, with significant reductions in holdings, indicating potential shifts in investor sentiment [3].
十四化建完成亚非储罐“一日双升”
Zhong Guo Hua Gong Bao· 2026-01-28 03:45
Group 1 - The core viewpoint of the articles highlights the successful completion of key milestones in large low-temperature storage tank projects in Nigeria and Vietnam, showcasing the advanced technology and engineering management capabilities of China Chemical Engineering's 14th Construction Company in the high-end clean energy storage and transportation sector [1][2] Group 2 - In Nigeria, the first phase of the LNG project, featuring a 200,000 cubic meter storage tank, successfully completed the dome lifting operation using an intelligent lifting system and AI digital control, achieving precise coordination in critical systems [1] - This storage tank is the largest LNG tank under construction in Africa and is considered a cornerstone for West Africa's clean energy transition, providing crucial support for Nigeria's energy strategy upon full production [1] Group 3 - In Vietnam, the second large low-temperature ethane storage tank also successfully completed its dome lifting operation shortly after the first tank, demonstrating the company's efficiency and capability in executing critical processes [1] - This project is viewed as an important facility for the storage and transportation of petrochemical raw materials, playing a significant role in ensuring the stability of the industrial chain [1] Group 4 - The company has extensive experience in low-temperature storage and transportation construction, with self-developed technology covering various low-temperature media including LNG, ethane, propane, and butane [2] - The company has undertaken nearly 9 million cubic meters of large low-temperature storage tanks, with over 30 tanks of 160,000 cubic meters and above completed or under construction, establishing a unique technical brand advantage and comprehensive construction management capability [2]
研报掘金丨广发证券:首予中国能建“买入”评级,布局氢能、IDC第二成长曲线
Ge Long Hui A P P· 2026-01-27 07:58
Core Viewpoint - China Energy Engineering Corporation (CEEC) is a global leader in energy construction, focusing on hydrogen energy and IDC as its second growth curve [1] Group 1: Company Overview - CEEC has a complete industrial chain service capability, including planning consultation, investment and construction, and industrial manufacturing [1] - The company is expected to achieve a revenue and net profit CAGR of +12.7% and +15.8% respectively from 2020 to 2024 [1] Group 2: Strategic Initiatives - The company is strengthening its position in the "four new" fields and expanding its overseas business [1] - CEEC's leadership in energy construction is becoming more prominent as it accelerates its overseas operations and develops emerging businesses in hydrogen energy and data centers [1] Group 3: Financial Projections - The projected net profits for the company from 2025 to 2027 are 8.71 billion, 9.39 billion, and 10.15 billion yuan respectively [1] - Based on comparable companies, a 15x PE ratio for 2026 suggests a reasonable value of 3.38 yuan per share, with a corresponding reasonable value of 1.56 HKD per share for its H-shares [1] - The initial coverage rating for the company is "Buy" [1]