Core Viewpoint - The Huainan Pingwei Power Plant Phase IV, a 2×1000 MW ultra-supercritical coal-fired power project, has officially commenced commercial operation after a successful 168-hour full-load trial run, showcasing the commitment to quality and safety through the establishment of youth technical teams [1][7]. Group 1: Project Overview - The project is located in Huainan City, Anhui Province, known as the "hometown of tofu and energy capital," and is the largest pithead power station in East China [1]. - The Phase IV project includes the construction of two 1000 MW ultra-supercritical reheat coal-fired generating units, along with efficient denitrification, desulfurization, and dust removal facilities [1]. Group 2: Technical Innovations - The project features the world's tallest and largest all-concrete cooling tower, standing at 238.9 meters high and 181.7 meters in diameter, with a water surface area of 21,200 square meters [2]. - The cooling tower employs a three-vertical-shaft water distribution system, allowing flexible operation based on the number of running units, load, and temperature conditions, which helps reduce outlet water temperature and unit operating back pressure [5]. Group 3: Youth Involvement and Efficiency - A youth task force, with an average age of 28, has been established to tackle key challenges in the project, focusing on precision control and high-altitude operations [1][2]. - The team has integrated 31 smart construction modules and deeply applied BIM (Building Information Modeling) technology across 14 scenarios, enhancing construction visualization and traceability, thereby improving work efficiency [5][7]. - The youth team comprises 92% members under 30 years old, who view challenging tasks as opportunities for growth and practical experience [7]. Group 4: Economic Impact - Upon completion, the project will have a total installed capacity of 6.54 million kW, making it the largest power plant in Anhui Province, with an annual electricity generation exceeding 33 billion kWh, sufficient to meet the annual electricity needs of 12 million households [7].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 CHINA ENERGY ENGINEERING CORPORATION LIMITED* （在中華人民共和國註冊成立的股份有限公司） （股份代號：3996） 海外監管公告 本公告乃由中國能源建設股份有限公司（「本公司」）根據香港聯合交易所有限公司證券上 市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《中國能源建設股份有限公司第三屆董事會第 五十四次會議決議公告》，僅供參閱。 承董事會命 中國能源建設股份有限公司 董事長 倪真 中國，北京 2026年2月9日 於本公告日期，本公司執行董事為倪真先生；職工董事為黃埔先生；非執行董事為劉學 詩先生及司欣波先生；及獨立非執行董事為程念高先生、魏偉峰博士、牛向春女士及裴 振江先生。 * 僅供識別 A 股代码：601868 A 股简称：中国能建 公告编号：临 2026-002 H 股代码:03996 H 股简称:中国能源建设 中国能源建设股份 ...

2026 年 2 月 10 日 审议通过《关于公司总部部分组织机构调整的议案》 表决结果：8 票同意，0 票反对，0 票弃权。 特此公告。 中国能源建设股份有限公司董事会 A 股代码：601868 A 股简称：中国能建 公告编号：临 2026-002 H 股代码:03996 H 股简称:中国能源建设 中国能源建设股份有限公司 第三届董事会第五十四次会议决议公告 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。 中国能源建设股份有限公司（以下简称公司）第三届董 事会第五十四次会议于 2026 年 2 月 6 日以书面形式发出会 议通知，各位董事一致同意豁免提前通知的时限要求，会议 于 2026 年 2 月 9 日以通讯表决方式召开。会议应参加表决 董事 8 名，实际参加表决董事 8 名，本次会议的召开符合有 关法律法规和《公司章程》的规定。经过有效表决，会议形 成以下决议： ...

每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 （记者 曾健辉） 每经AI快讯，中国能建2月9日晚间发布公告称，公司第三届第五十四次董事会会议于2026年2月9日以 通讯表决方式召开。会议审议了《关于公司总部部分组织机构调整的议案》等文件。 ...

来源：新浪基金∞工作室 2月9日，基建ETF华夏（159635）开盘涨0.00%，报1.152元。基建ETF华夏（159635）重仓股方面，中 国建筑开盘涨0.59%，中国中铁涨1.09%，中国电建涨0.54%，徐工机械涨1.83%，中联重科涨2.14%，三 一重工涨1.74%，中国铁建涨0.55%，中国能建涨0.83%，中国交建涨0.49%，金诚信涨2.28%。 基建ETF华夏（159635）业绩比较基准为中证基建指数收益率，管理人为华夏基金管理有限公司，基金 经理为严筱娴，成立（2022-06-28）以来回报为15.34%，近一个月回报为1.19%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

据悉，该项目总投资2.6亿元，位于镇江市丹徒区荣炳盐资源区，于2025年3月8日正式动工，历经11个 月的紧张建设，在荣炳盐资源区的连片水域上构建起"水上发电、水下养殖"的立体产业格局。 光伏板下，鱼虾在光影中自在生长，提供了遮荫，减少蒸发；光伏板上，每年可产出约7291.78万度清 洁电力，相当于节约标煤约2.26万吨，减少二氧化碳排放6.18万吨，可满足2万多户家庭全年用电需求。 现场 现场 扬子晚报网2月8日讯(通讯员流韵记者万凌云姜天圣)2月5日，中国能建（601868）江苏院在江苏地区投 建营的首个光伏电站——丹徒荣炳50兆瓦渔光互补光伏发电项目，正式接入江苏电网。至此，标志着这 片盐乡宝地迈入"渔光共生"的绿色发展新阶段。 从盐乡鱼塘到绿色电站，本项目的并网发电，让荣炳盐资源区的水面成为"追光逐绿"的优质载体，亦成 为江苏院在投建营业务发展领域实践成果的一张重要名片。 未来，这里将持续书写清洁能源与生态养殖和谐共生的新篇章，为公司的高质量发展贡献力量。 ...

Core Viewpoint - State-owned enterprises in China are intensifying their focus on the hydrogen energy sector, transitioning it from a secondary business to a core strategic area, thereby accelerating the establishment of a comprehensive industrial ecosystem covering technology research, engineering applications, and market consumption [1][2]. Group 1: Company Developments - Jilin Electric Power Co., now known as State Power Investment Corporation Green Energy Co., has rebranded to focus on "new energy+" and green hydrogen energy, managing assets exceeding 100 billion yuan by the end of 2025 [1]. - The company aims to provide integrated solutions for investment, construction, operation management, production supply, and market sales in the hydrogen sector, marking its role as a global platform for green hydrogen energy [1]. - International cooperation is progressing, with a memorandum of understanding signed with South Korean companies for green ammonia procurement during a high-level visit [1]. Group 2: Industry Trends - Similar strategic upgrades are observed across state-owned enterprises, with China Energy Engineering Group establishing a specialized hydrogen energy engineering and consulting platform to facilitate the transition of hydrogen technology from laboratory to large-scale application [2]. - The National Energy Group has created a hydrogen energy division, becoming the first among the five major power generation groups to establish a dedicated department for hydrogen energy [2]. - The focus on addressing key challenges in the hydrogen industry, such as high production costs and limited application scenarios, is evident, with companies forming partnerships to innovate in hydrogen storage and transportation [2][3]. Group 3: Market Outlook - The hydrogen energy industry in China is entering a critical phase of problem-solving and addressing shortcomings, with state-owned enterprises bringing in capital and resources while fostering specialized market mechanisms [3]. - The strategic importance of hydrogen energy is underscored by national policies, which emphasize its role in building a clean, low-carbon, and efficient energy system [3]. - According to the "China Hydrogen Development Report (2025)," China's hydrogen production and consumption scale is expected to exceed 36.5 million tons in 2024, maintaining its position as the world's largest consumer [4].

Core Insights - The global wind power installed capacity is expected to reach 117 GW in 2024, marking a historical high, with onshore wind contributing 109 GW and offshore wind 8 GW [1] - The global wind power EPC market is projected to reach approximately $57.9 billion in 2024, driven by increasing demand for clean and renewable energy [3] - Onshore wind EPC projects dominate the market, accounting for about 59% of the global share due to lower installation costs and shorter project delivery times [6] - The Asia-Pacific region is a leading market for wind power EPC, with market shares of 39% in Europe, 25% in North America, and 23% in Asia-Pacific [8] - By 2030, the global wind power EPC market is expected to exceed $82 billion, supported by government policies promoting renewable energy and advancements in wind technology [10] Market Distribution - The global wind power EPC market is segmented into onshore and offshore projects, with onshore projects being favored due to their cost-effectiveness and familiarity among developers [6] - The geographical distribution of the wind power EPC market shows Europe as the largest market, followed by North America and the Asia-Pacific region [8] Future Projections - The wind power EPC market is anticipated to grow significantly, with projections indicating a market size exceeding $82 billion by 2030, driven by technological advancements and a focus on sustainability [10]

氢能产业园正式投产运行，积极布局可控核聚变领域 中国能建(601868) | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 韩其成(分析师) | 021-38676162 | hanqicheng@gtht.com | S0880516030004 | | 郭浩然(分析师) | 010-83939793 | guohaoran@gtht.com | S0880524020002 | | 曹有成(分析师) | 021-23185701 | caoyoucheng@gtht.com | S0880525040079 | 本报告导读： 2025Q1~3 归母净利润同减 12.4%，2025 年新签合同同增 2.9%。中能建松原氢能产 业园一期工程正式投产运行，公司积极布局可控核聚变领域。 投资要点： [维持增持。 Table_Summary] 3 季报业绩低于预期，下调预测 2025-2026 年 EPS0.21/0.22 增 3.7/7.2%，预测 2027 年 EPS 为 0.24 增 6.0%。维持目标价 2.96 元，对应 ...

氢能产业园正式投产运行，积极布局可控核聚变领域 中国能建(601868) | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 韩其成(分析师) | 021-38676162 | hanqicheng@gtht.com | S0880516030004 | | 郭浩然(分析师) | 010-83939793 | guohaoran@gtht.com | S0880524020002 | | 曹有成(分析师) | 021-23185701 | caoyoucheng@gtht.com | S0880525040079 | 本报告导读： 2025Q1~3 归母净利润同减 12.4%，2025 年新签合同同增 2.9%。中能建松原氢能产 业园一期工程正式投产运行，公司积极布局可控核聚变领域。 投资要点： [维持增持。 Table_Summary] 3 季报业绩低于预期，下调预测 2025-2026 年 EPS0.21/0.22 增 3.7/7.2%，预测 2027 年 EPS 为 0.24 增 6.0%。维持目标价 2.96 元，对应 ...