（来源：北新路桥之声） "三大市场"齐发力 夯实主业基本盘 回眸十四五 第二期 "十四五"时期，面对复杂多变的市场环境、日趋激烈的行业竞争，北新路桥集团坚守"深耕疆内、拓展疆外、优化海外"三大市场发展战略，秉持"市场为 市场布局是发展的先手棋，北新路桥集团始终立足自身优势，紧扣国家区域发展战略，精准落子、多点发力，依托体系重塑与架构优化，逐步构建起全方 位、多层次的市场开拓格局，业务已覆盖26个省级行政区及10个国家，连续5年建筑业新签合同额超200亿元。 为激活市场动能，集团精准划分各经营主体市场界线，倡导区域化高效承揽，推动分支机构及业务从边缘城市向省会（首府）城市进阶，搭建"区经公 司、综合类公司和生产类公司"三位一体的开拓架构，形成良性竞争、协同发力的市场格局。 01 海外市场逆势突围 王、利润是根"理念，在市场开拓中突破地域边界，在产业布局中摆脱单一桎梏，实现市场全域开花、多产业协同发展的良好态势，逐步构建起多元协 同、提质增效的市场发展新格局，用实干与担当书写了一份亮眼的市场开拓答卷。 依托"一带一路"倡议机遇，集团持续扩大海外市场跟踪范围，面对市场压力，成功实现历史性突破。 2025年度，在吉尔 ...

陕西日报讯（记者 付玉玮）1月27日，记者从陕西省宝鸡市发展和改革工作会议上获悉：今年，宝 鸡市聚焦经济建设中心工作，把高质量项目建设作为重中之重，全年谋划项目3000个以上、总投资突破 2000亿元，465个市级重点项目年度计划投资586亿元以上。 今年，宝鸡市还将扩大高水平对外开放，推动宝鸡机场主体工程年内全面完成、鄠周眉高速尽快通 车，关环高速公路、310国道市区段路基基本贯通；推动宝汉高铁纳规，力争陇海铁路改造上半年开工 建设；争取农产品进口关税配额，高质量开行中欧班列；加快工业重点领域企业节能降碳改造，严控规 上非电力煤炭消费总量，有序推进一批新能源项目建成并网。 去年以来，以深化"三个年"活动、聚力打好"八场硬仗"、扎实推动"十项重点任务"为抓手，宝鸡市 发展改革系统全力以赴抓项目、扩投资、稳增长、促转型，多项工作取得显著成效：宝鸡市地区生产总 值增长6%、规上工业增加值增长10%、固定资产投资增长8.6%，"十四五"规划主要目标任务顺利完 成；宝鸡市争取中央和省上政策性资金42.1亿元，47个省级重点项目、419个市级重点项目投资完成率 分别达125.29%、144.54%，项目开工率、投资完成 ...

宝鸡市发展和改革委员会相关负责人介绍，今年，宝鸡市将继续坚持项目带动，抢抓"十五五"规划 编制和各类扩内需政策机遇，健全完善项目推进工作机制，力争省市重点项目开工率、投资完成率继续 位居全省前列，全年争取各类政策性资金40亿元以上。 1月27日，记者从宝鸡市发展和改革工作会议上获悉：今年，宝鸡市聚焦经济建设中心工作，把高 质量项目建设作为重中之重，全年谋划项目3000个以上、总投资突破2000亿元，465个市级重点项目年 度计划投资586亿元以上。 去年以来，以深化"三个年"活动、聚力打好"八场硬仗"、扎实推动"十项重点任务"为抓手，宝鸡市 发展改革系统全力以赴抓项目、扩投资、稳增长、促转型，多项工作取得显著成效：宝鸡市地区生产总 值增长6%、规上工业增加值增长10%、固定资产投资增长8.6%，"十四五"规划主要目标任务顺利完 成；宝鸡市争取中央和省上政策性资金42.1亿元，47个省级重点项目、419个市级重点项目投资完成率 分别达125.29%、144.54%，项目开工率、投资完成率稳居全省第一。 今年，宝鸡市还将扩大高水平对外开放，推动宝鸡机场主体工程年内全面完成、鄠周眉高速尽快通 车，关环高速公路、31 ...

天眼查显示，近日，华电内蒙古能源有限公司发生工商变更，注册资本由约54.8亿人民币增至约70.8亿 人民币。该公司成立于2009年3月，法定代表人为那仁满都拉，经营范围包括 电力、 热力和 新能源项 目的开发、投资、建设、生产经营管理及产品销售等，由中国华电集团有限公司全资持股。 ...

证券日报网讯1月23日，西藏城投（600773）在互动平台回答投资者提问时表示，公司管理层将重点开 展存量房产去化工作，并加快实施"创新驱动、转型发展"的战略，推动新能源项目投资发展，加快公司 转型升级。 ...

1月21日，集团召开2025年工程建设总结及2026年任务部署专题会议。集团总裁欧阳绘宇，集团总部相 关部门及系统内各工程建设单位现场参会。会议由集团副总裁邵建平主持。 会上，集团工程管理部汇报了2025年工程建设工作情况及2026年工程建设任务目标。保定公司、北控公 司、新疆区域分公司、环保公司分别围绕精细化管理、技术创新、风险管控、设计优化等主题，分享了 各具特色的工程管理实践经验，为集团系统内的经验互鉴与管理提升提供范例。 会议指出，2025年是集团工程建设迎难而上、成果丰硕的一年。2025年，工程领域实现安全"零事故"、 质量"零事件"；重大火电、环保及新能源等项目实现高质量投产，清洁能源转型步伐坚实有力；管理效 能持续跃升，技术创新与成本管控成效显著；同步推进建设项目96个，总建设规模达1061万千瓦，创历 史新高。 四是深化精益管控与全周期优化，深挖造价效益潜力。要加快建设集团级造价管理智能平台，动态更新 造价指标并作为投资硬约束，强化结算过程督导与后评价管理，并开展环保、抽蓄等项目造价管理专项 研究。 五是强化创新引领与数智赋能，培育新业态建设能力。要加大海上风电、压缩空气储能等关键技术攻关 投 ...

Core Insights - The power industry is positioned for demand expansion due to the explosive growth in AI computing and new energy vehicles, with a projected electricity consumption growth rate of 8.2% in 2025, and industrial electricity consumption expected to exceed 12% year-on-year [1] Industry Overview - The National Energy Administration has announced 43 new power system construction pilot projects and 10 pilot cities to support energy transition and power system upgrades, addressing key issues related to the digital economy and new energy industries [1] - By 2025, total installed power generation capacity in China is expected to exceed 3.8 billion kilowatts, a 14% increase year-on-year, with total electricity consumption projected to surpass 10 trillion kilowatt-hours, accounting for about one-third of global electricity consumption [1] Company Strategy - Chendian International (600969) is transitioning from a traditional hydropower supplier to a comprehensive energy service provider, focusing on the development of new energy projects as a strategic priority for 2025 [2] - The company aims to reduce external electricity purchase costs by operating its own renewable energy projects, leveraging its geographical advantages to participate in significant regional projects [2] Financial Performance - Chendian International reported a net profit of 80.97 million yuan for the first three quarters of 2025, a year-on-year increase of 33.93%, with the third quarter achieving the best performance since its listing [3] - Despite a 7.16% year-on-year decline in operating revenue to 3.079 billion yuan, the company has demonstrated a "revenue decline but profit increase" trend, with a projected net profit growth rate of 25% for the year, significantly exceeding the industry average of 15% [3] Valuation Insights - Chendian International is considered undervalued, with a long-term price-to-book (PB) ratio around 1, and 20% of its net assets in cash, indicating a higher actual asset discount [3] - Analysts predict that the PB ratio could recover to 1.2 times the regional average, suggesting a potential 40% upside in stock price due to performance realization and industry prosperity [3] Market Sentiment - Multiple brokerages indicate that the power sector is becoming a value play, with regional power companies that have synergies in computing and new energy likely to attract higher valuation premiums [4]

Group 1 - The core theme of the event hosted by China Green Development Investment Group is "Starting Anew," showcasing the company's achievements and forward-looking strategies in brand innovation, technological advancement, and ecological renewal [1] - During the 14th Five-Year Plan period, China Green Development has optimized its state-owned capital layout and structural adjustments, forming a national industrial layout focused on new energy, real estate, cultural tourism, modern commerce, property services, and strategic emerging industries [1] - The new energy sector has seen significant growth, with installed capacity increasing nearly tenfold, positioning the company among the industry leaders [1] Group 2 - The company unveiled its brand strategy plan, detailing the brand system and strategic model, which will guide the next phase of brand development and enhance brand governance and value creation capabilities [2] - A "1+6+N" brand architecture has been established, with the main brand "China Green Development" at the top, supported by six industrial brands and a collaborative development of diverse product and service brands [2] - The company has made strides in green low-carbon practices, with 34 new operational and under-construction projects in the new energy sector during the 14th Five-Year Plan, and has achieved BRE net-zero carbon park certification for its Xinjiang Phase I project [2]

Core Viewpoint - Guangxi Energy is currently developing new energy projects without energy storage configurations and is initiating preliminary work on pumped storage projects [2] Group 1 - The company is actively responding to investor inquiries regarding its ongoing projects [2] - The current new energy projects under construction do not include energy storage systems [2] - The company is focusing on the investment in pumped storage projects as part of its future strategy [2]

Core Viewpoint - Guangxi Energy (600310.SH) is currently constructing renewable energy projects without energy storage systems and is initiating preliminary work on pumped storage projects for energy storage investment [1] Group 1 - The company is actively involved in the development of renewable energy projects [1] - There is no energy storage configuration in the ongoing renewable energy projects [1] - The company is focusing on pumped storage as a potential investment area for energy storage [1]