AI智能总结
..20258 29.2025........ 4692061698996103 2025 A 2025 20255,482.022,375.3352.7930.99 1,20221%TecnoredEPCM24.52.35.526.2%577.532.6% 480mm2.03,500mmEPCTOD10321.1% 520255202449333357 701948 ENR20252507 285.52009922000588068662135339310 70 1215550624 551457331 70149318321,205 20099 2120099 24A180MSCIHESG . . . . . . ✔ 1. 20256 3020256 30 2,375.3320242,988.42613.0920.52%52.79202456.814.027.08%30.99202441.5010.5125.31%0.0920240.1120256 308,574.06202412318,080.16493.906.11%20256 301,805.99202412311,823.3617.370.95%•5,482.0220246,777.971,295.9519.12% 2. (1)2,169.1520242,773.63604.4821.79%(2)183.132024193.2410.115.23%(3)47.97202450.302.334.63% (4) 1.8420243.431.5946.52% 3. (1) . . 11 ✔ . .2025 . 1. 20251-65.153.0%4.525.6%202575G+ 2030 1.22030 2. (1) 3 (2) 1. 2025202515,5769,4452,7701,98212.2%2.7%3.6%7.8% ESGBIMAI 5GAI 2027202325%90%75% 2025 2. (1) 7 1)211.4621.9415,5341,43513,9791,23813.52.3 2)179.13117.5%11,562115.6%12,07910.11.523.8%122.9% 3)31.3561.47202527.1108.4%5,02923,331114.8%4,32623,1384.61.722.0%68.1% 4) 5)138.9 (2) (3) 2657326135.974,709.61968.1617.9815,271.8371.36% 1,200 (4) 63PC20112.5175.7PC4348.5 GIC (5) 573509++ 3 1. 2025 2. ✔ . 5,482.02577.532.6% 480mm3,500mm25060 5259333 ✔ . 202561728155.5961080686 121553850 1948 . 1. 2. (1)1 202520249.58%8.50%1.08 2025202417.62%16.63%0.99 202520246.11%6.76%0.65 2 1 (3) 18,816,0487.92%2,702,0311.14% 5,979,1462.80%3,714,1371.74% 3. (1) 202520241,304,0831,386,3785.94% (2) 202520245,332,7225,708,4216.58% (3) 20252024753,800637,30018.28% (4) 202520246,734,9708,066,18916.50% 4. 5. (1) 2 0 2 52 0 2 4-21,984,978-28,406,1602025202496.58%96.96%2025202486.64%6.12%3.25%86.26%6.53%2.69% (2) 20252024-604,529-1,700,9322025202442.11%6.75%0.00%82.68%2025202435.82%62.65%56.69%34.94% (3) 2025202424,740,29231,704,7692025202486.21%97.50%2025202479.07%2.91%94.73%2.29% 6. 1. (1) 20256 30202412 3153,057,48952,558,8510.95% 20256 30202412 317,710,5089,368,24714.53%17.82% 20256 30202412 31224,490,464213,513,7255.14% 20256302024123172,117,95475,593,1344.60% 20256 30202412 31194,169,274156,291,56924.24% 2 0 2 563 02 0 2 41 23 134,041,75233,639,5911.20% (2) 20256 30202412 3159,345,49733,853,83675.30%2025 6 302024123145,879,83640,311,53113.81% 74,562,5748,854,61955,715,48020,697,974 20256 3020241231357,445,588335,085,0436.67% 2025630202412 3157,522,42961,190,6495.99% 2. (1)36,236,8004.23%(2)✔ 3. 24 1. 2. 3. ✔ 4. 1,804.2118.01%1,288.21516769.51,034.71 1. 20256 30202412 312,6222,7705.3%2025 6 30202412 3141,026,15138,078,7607.7%2025 6 30202412311,728,8521,698,2871.8%2025 6 30202412 314,720,6264,875,5693.2% (1)✔(2)✔ (3) (1) 20254 2920252025202541.091220254 292025 3. 4. 5. 1. 2. 3. 4. 5. (2) 10% 3 . 1. 20252025 2. 3. 20242.3%3%2025 (BIPV) 4. 20252 283557515 5. 6. 7. 8. 9. 10. IDSIPS 202475,482.02202411.61202417.20% . 20253 126 1692 20256 306 B.2.220257 1B.2.23 20251 2620252 4 20253 12620253 12 20254 1620254 16 20256 302024 20258 1120258 11 . . 20256 30620256 306 . . 2025 20251,790.565021149761313325330.52023532024936202590 20255 20257468783224274336 1. 2.2025300720251810 . . ✔ . ✔ . 2025 20242025 . ✔ . ✔ . . ✔ . . 1. 2. ✔ (1) (2) 1.✔2.✔3.✔✔ 1. ✔ 2. ✔ 3.✔ 1. ✔ 2. ✔ 3.✔ 1. 2. 3. 4. . 18,713,525,534.5312.38 . 1201612A161,3623.86622,857617,3492022A618,779 220099H165.74H155.85H133.10H22.75 3 1.2.3.2017201820254.201015A7.520116 17201320141.95201311 2220221.420236 2610.855.56.201331.21201311 2331.320138 237.8.50502,596.14426 9.201340ERW1.41 10.40ERW20235 2920256 11.10201020116 17 12.10604341430202462520230.93 2. 1.✔ 2. 20253AIPO95,99920253 28A95,999 3.✔ 4.✔ ✔✔ . ✔ . ✔ ✔ 4.✔ . 312,0410 (1)20256 30 (2)H 5% . 20256 30XV352 20256 30XV352 2. 20256 30XV352 3. 20256 30336 A 20256 30336XV23 . ✔ . ✔ . 39493,05693,450110,689 76,09915,3601,857134 . ✓ 1. 2. 3. ✔ 4. 5. . . (25)R00037 20256 3020256 30 2101 20256 302025630 • . 20256 30 . 20256 30 . 20256 30 . 20256 30 . 20256 30 . 20256 30 . . 20251–6 . 20251–6 . 20251–6 . . 20251–6 . . 20251–6 . 20251–6 . . 20251–6 . . . . . . 1. 20086 10[2008]528200812 113,000,000120099 143,500,000A20099 2120099 16H2,610,0002009924AH350,000A261,000HH261,000H19,110,000 20162016A2016H[2016]1794201612 261A1,613,61920,723,619 201512 820195 2018103%59.18%56.18% 20199201911224,685ETF56.18%55.10% . 1. 202051,227,760A5.92%55.10%49.18% 2024129,171,860A44.26%49.18%4.92% 20258 29 . 1. 152023 2010122014AH . 2. 20256 3012 3. 1 . 1. 20256 3020256 30 2. 1112312025630 . 3. 4. 5. . 6. 6.1 . 6. 6.2 7. . 7. 8. 9. 10. 10.1 . 10. 10.1 10.2 11. 14 . 11. 11.1 11.1.1 (1) . 11. 11.1 11.1.1 (2) 11.1.2 11.1.3 . 11. 11.1 11.1.4 11.2 1212 . 11. 11.2 11.2.1 . 11. 11.2 11.2.2 11.2.3 . 11. 11.2 11.2.3 11.2.4 11.3 (1)(2