● 本报记者 刘丽靓 2026年开年首个工作周，重大项目开工建设的热潮在全国涌动。央企靠前发力，一批关系国计民生的重 大工程和标志性项目相继启动；多个省市以"开年即冲刺"的态势密集推动项目开工建设。受访人士认 为，随着政策资金协同发力，为"两重""两新"领域投资注入新动能，基建投资增速有望企稳回升。 以有效投资积蓄发展潜力 作为稳投资的"压舱石"，央企聚焦"两重""两新"领域精准发力，以重大项目建设积蓄发展势能。 在雄安新区，中国诚通、中国农发、中国华电总部项目近日相继开工。加上此前已开工建设的中国大唐 总部项目，第二批疏解至雄安的4家央企总部项目全部进入建设阶段。 在能源领域，近日，总投资达70亿元的国家能源集团万州电厂二期扩建项目正式启动。 "项目总投资70亿元，将建设2台100万千瓦高效超超临界燃煤机组，配套脱硫、脱硝环保设施，同步发 展污泥掺烧、园区供汽等'发电+'综合能源业务。"国家能源集团重庆公司万州电厂董事贺宇介绍，项目 计划2028年建成投产，届时电厂在运机组容量将达410万千瓦，年发电量突破200亿千瓦时，将为重庆电 网再添重要骨干电源点。 向"新"而行、向"绿"转型，央企在新兴产业与绿色低 ...

据悉，该项目位于莆田市忠门镇，是2025年度省级重点项目，采用"上层发电、下层养殖"的渔光互补模式，综合利用海域约2500亩、陆地30亩，实现光伏发 电与生态养殖协同发展，在提升清洁能源供给能力的同时，助力区域乡村振兴与产业融合。项目规划装机容量100兆瓦，配套建设110千伏升压站及10兆 瓦/20兆瓦时电化学储能系统，着力打造"发储一体"的示范型光伏电站。 作为项目关键配套工程，110千伏送出工程起点为220千伏栖梧变电站，终点连接光伏电站升压站。建设期间，因原线路走廊协调困难，国网莆田供电公司组 织多部门协同研判，及时制定临时过渡方案，通过T接现有供电线路、增配保护装置等措施，保障了工程按期推进。 "供电公司高效制定新方案，既大幅节省了资金和时间，也为我们年底投产的目标奠定了基础。"华润新能源(莆田)有限公司工程总负责人程云飞说。 12月31日，福建省莆田市华润忠门A区100兆瓦渔光互补光伏电站项目正式并网发电，进一步提升了莆田地区清洁能源比重，助力当地绿色低碳发展。 当天，国网莆田供电公司与华润新能源(莆田)有限公司技术人员协同作业，在220千伏栖梧变电站及项目升压站内完成系列远程操作与主电冲击测试，最 ...

Core Points - The announcement for the EPC general contracting tender for the 400MW fish-solar complementary photovoltaic power station project in Huadian Gulei Development Zone was published on December 1, with Huadian Zhangzhou Energy Co., Ltd. as the tenderer [1][5] - The project is located in Shaxi Town, Gulei Port Economic Development Zone, Zhangzhou, Fujian Province, and includes a 220kV booster station (with a 40MW/80MWh energy storage system) and a photovoltaic power station with a total installed capacity of 516.0064MWp (400MW AC) [1][5] Tender Details - The tender is divided into three sections: - Section One includes the construction of a 220kV booster station (with a 40MW/80MWh energy storage system) and the eastern photovoltaic area (installed capacity of 96.6238MWp DC, 74.7MW AC) - Section Two involves the construction of the central photovoltaic area with an installed capacity of 192.283MWp (148.2MW AC) - Section Three covers the western photovoltaic area with an installed capacity of 227.0996MWp DC (177MW AC) [6][7] - The project is scheduled to commence construction on December 30, 2025 [7] Bidder Requirements - Bidders must have good financial status, commercial reputation, and relevant qualifications, as well as at least one EPC general contracting performance record of a centralized photovoltaic power generation project of 100MWp or more from January 1, 2020, to the bid submission deadline [2][7] - Joint bids are accepted for all three sections [3][7] Submission Timeline - The deadline for submission and opening of bids is set for December 22, 2025, at 9:00 AM [4][8]

Core Viewpoint - The announcement highlights a joint development agreement between the company's wholly-owned subsidiary, Cuiyu Development Limited, and Gainza Energy Corporation to develop a 40 megawatt-hour solar power project in the Philippines, reflecting the company's commitment to expanding its green energy business in Southeast Asia [1] Group 1: Joint Development Agreement - Cuiyu Development and GEC plan to establish a joint venture or special purpose entity to develop the solar power project in Buhi, Camarines Sur, Philippines [1] - Prior to the agreement, GEC submitted a letter of intent to the Philippine Department of Energy for a solar operating contract related to the project [1] Group 2: Strategic Goals - The board believes that the joint development agreement demonstrates the ongoing collaboration and commitment of both parties in the green energy sector [1] - The agreement aligns with the company's commercial objectives of expanding its green energy business in Southeast Asia and reflects its vision to become a major green energy producer in the region [1]

Core Viewpoint - Yimei International Holdings (01870) has announced a joint development agreement with Gainza Energy Corporation (GEC) to develop a 40 megawatt-hour solar power project in the Philippines, reflecting the company's commitment to expanding its green energy business in Southeast Asia [1] Group 1: Joint Development Agreement - The agreement involves the establishment of a joint venture or special purpose entity for the solar power project in Buhi, Camarines Sur, Philippines [1] - Prior to the agreement, GEC submitted a letter of intent to the Philippine Department of Energy for a solar operating contract related to the project [1] Group 2: Strategic Goals - The board believes that the joint development agreement demonstrates the ongoing collaboration and commitment between the parties in the green energy sector [1] - The initiative aligns with the company's commercial objectives to expand its green energy business in Southeast Asia and reflects its vision to become a major green energy producer in the region [1]

Core Viewpoint - The city of Hai'an is prioritizing ecological conservation and green development by leveraging its abundant water resources to promote the "fishing and solar complementarity" photovoltaic industry, integrating clean energy production with aquaculture [1] Group 1 - Hai'an is developing a "fishing and solar complementarity" photovoltaic industry that combines clean energy generation with aquaculture [1] - The initiative creates an ecological landscape characterized by "water-based power generation and underwater aquaculture" [1] - A drone photo taken on August 20 showcases one of the "fishing and solar complementarity" photovoltaic power stations in the Lixia River water town of Hai'an [1]

Core Viewpoint - The "fish-solar complementary" model combines aquaculture and photovoltaic power generation, allowing for dual use of water surfaces for energy production and fish farming, addressing land scarcity for solar projects and providing new solutions for the aquaculture industry [1][11][5]. Industry Overview - The "fish-solar complementary" model is characterized by the installation of solar panels above fish ponds, enabling fish and shrimp farming below, thus creating a dual benefit of energy generation and aquaculture [2][5]. - Common installation methods include pile foundation and floating systems, with the former suitable for water depths of 3 meters or less, and the latter for deeper waters [2][5]. Market Background - The global push for clean energy and the reduction of fossil fuel dependency has led to the rapid growth of the photovoltaic industry in China, which has become the second-largest power source after coal [7][9]. - In 2024, China's solar photovoltaic capacity is expected to reach 885.68 GW, with a new installed capacity of 277.57 GW, leading the world in both new and cumulative installations [7][9]. Current Market Status - Various policies have been introduced to encourage the development of "fish-solar complementary" photovoltaic stations, promoting the integration of aquaculture and green energy [13][15]. - Significant projects include the 378 MW project by Yueda Huafeng and the 1.09 million kW project by Guohua Investment, showcasing the growing interest and investment in this sector [16][17]. Industry Chain - The industry chain for "fish-solar complementary" includes upstream components like solar panels and aquaculture supplies, midstream project design and construction, and downstream markets for electricity and aquatic products [19][21]. Development Trends - The trend towards "fish-solar complementary" is expected to accelerate, driven by technological innovations and decreasing investment costs, making it a mainstream model for solar power station construction [25][27].