Core Insights - A video showcasing the green transformation and industrial upgrade of Chinese cities was presented at COP30, highlighting the achievements of the Ordos zero-carbon industrial park in Inner Mongolia [1][3] - The Ordos zero-carbon industrial park is recognized as a model for the green transition of resource-based cities and industrial areas, having been selected as a typical case by the Ministry of Ecology and Environment for 2025 [1][3] Group 1 - The video features real-life stories, such as a 20-year veteran driver transitioning to a hydrogen-powered heavy truck driver, emphasizing the concept that "everyone is a zero-carbon practitioner" [3] - Key data points include "100,000 degrees of green electricity produced per minute," "87% green electricity substitution rate," and "5,000 hydrogen heavy trucks reducing carbon emissions by 80 kilograms per 100 kilometers" [3] - The Ordos zero-carbon industrial park is the first of its kind in China, developed in collaboration with Envision Technology Group, and has been recognized for three consecutive years in the World Economic Forum report [1][3] Group 2 - Envision Technology Group's Ordos factory, as the first high-end lithium-ion battery enterprise in Inner Mongolia, operates on 100% green electricity and utilizes the Envision Ark carbon management system for precise carbon footprint measurement [4] - The factory has successfully integrated zero-carbon principles into its manufacturing process, achieving a carbon footprint per unit of battery product that is significantly lower than the industry average [4]

Core Viewpoint - A total of 32.91 billion shares with a market value of 28.164 billion yuan are set to be unlocked on November 17, involving 13 companies [1] Group 1: Unlocking Details - The companies with the highest unlocking volumes are Innovation New Materials, New World, and Yongshuntai, with unlocking shares of 2.287 billion, 291 million, and 266 million respectively [1] - In terms of market value, Innovation New Materials, New Nuo Wei, and Yongxi Electronics lead with unlocking values of 10.542 billion yuan, 5.34 billion yuan, and 3.97 billion yuan respectively [1] - The companies with the highest unlocking ratios relative to total share capital are New World, Innovation New Materials, and Yongshuntai, with ratios of 74.24%, 60.88%, and 52.97% respectively [1]

美稷·长河里夜未央文化街区由美稷不夜城、美稷文化公园、美稷城中草原、美稷水上乐园等组成。"准 格尔旗美稷·长河里夜未央文化街区，作为资源型城市文化赋能转型的典范，入选联合国人居署典型案 例，让我深深感觉到了文化的力量。"内蒙古准格尔国有资本投资控股集团有限公司董事长张杰斌介 绍，美稷·长河里夜未央文化街区是从今年夏天开始打造的，最大的特色是历史感。 中新网鄂尔多斯11月14日电 题：探访鄂尔多斯市入选联合国人居署典型案例的文化街区 中新网记者 李爱平 内蒙古自治区鄂尔多斯市准格尔旗美稷·长河里夜未央文化街区，近日正式入选联合国人居署典型案 例。消息传来，外界纷纷点赞，11月14日，中新网记者对这条独具特色的文化街区背后的故事进行了深 入采访。 图为美稷· 长河里夜未央文化街区。 曹政供图 此外，大型水上实景剧《印象·准格尔》推出后，也为这里圈粉无数。 图为美稷· 长河里夜未央文化街区。 曹政供图 "西汉的月光穿越时空洒向准格尔，千年美稷在其乐融融的夜色中苏醒。"张杰斌介绍，行走在这条文化 街区，游客很快就能沉浸到隋、宋、清等历史朝代的场景。"在这里游客可换装提灯夜游，与历史人物 不期而遇，让文化穿越成为可触摸 ...

Core Viewpoint - Erdos Resources Co., Ltd. has shown a significant stock price increase and a mixed financial performance in recent months, indicating potential investment opportunities and areas of concern in its operations and market position [1][2]. Group 1: Stock Performance - On November 13, Erdos's stock price increased by 2.02%, reaching 12.10 CNY per share, with a trading volume of 66.19 million CNY and a turnover rate of 0.28%, resulting in a total market capitalization of 33.865 billion CNY [1]. - Year-to-date, Erdos's stock price has risen by 32.10%, with a 5-day increase of 5.03%, a 20-day increase of 12.66%, and a 60-day increase of 17.59% [1]. Group 2: Financial Performance - For the period from January to September 2025, Erdos reported a revenue of 18.2 billion CNY, a year-on-year decrease of 9.76%, and a net profit attributable to shareholders of 1.706 billion CNY, a decrease of 0.85% [2]. - Since its A-share listing, Erdos has distributed a total of 12.585 billion CNY in dividends, with 5.917 billion CNY distributed over the last three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Erdos was 50,500, reflecting a decrease of 13.42% from the previous period [2]. - The top ten circulating shareholders include notable entities such as Huatai-PB SSE Dividend ETF and Hong Kong Central Clearing Ltd., with significant increases in their holdings compared to the previous period [3].

Core Viewpoint - A new individual business entity named Chengyue Engineering Service Center has been established in Dongsheng District, Ordos City, with a registered capital of 10,000 RMB, focusing on various construction-related services and materials sales [1] Company Summary - The legal representative of the newly established business is Zhang Xiaodong [1] - The business scope includes sales of construction materials, lightweight construction materials, decorative materials, insulation materials, and metal structures [1] - Additional services offered include engineering management, building cleaning, and labor services (excluding labor dispatch) [1] Industry Summary - The company is involved in the sales and manufacturing of various metal materials, including high-quality special steel materials and non-ferrous metal alloys [1] - The business also provides rental services (excluding licensed rental services) and residential water and electricity installation and maintenance services [1] - The establishment of this business reflects ongoing activity and potential growth in the construction and engineering services sector in the region [1]

Core Insights - A new individual business named "Xingui Building Materials Distribution Department" has been established in Dongsheng District, Ordos City, with a registered capital of 10,000 RMB [1] Company Overview - The legal representative of the new business is Wang Lintao [1] - The business scope includes sales of building materials, metal ores, and coal products, among others [1] - The company is authorized to operate general projects such as transportation of goods and sales of various materials and equipment [1]

Core Viewpoint - Erdos Resources Co., Ltd. has shown a significant stock price increase of 31.55% year-to-date, with recent trading activity indicating a positive trend despite some net outflow of funds [1][2]. Financial Performance - For the period from January to September 2025, Erdos reported a revenue of 18.2 billion yuan, a year-on-year decrease of 9.76%, while the net profit attributable to shareholders was 1.706 billion yuan, down 0.85% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 12.585 billion yuan, with 5.917 billion yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Erdos is 50,500, reflecting a decrease of 13.42% from the previous period [2]. - The top ten circulating shareholders include notable ETFs, with significant increases in holdings for several, such as Huatai-PB SSE Dividend ETF and Hong Kong Central Clearing Ltd. [3]. Stock Performance - As of November 12, the stock price of Erdos reached 12.05 yuan per share, with a trading volume of 65.634 million yuan and a market capitalization of 33.725 billion yuan [1]. - The stock has experienced a 5.61% increase over the last five trading days, an 11.47% increase over the last 20 days, and a 16.88% increase over the last 60 days [1]. Business Overview - Erdos is primarily engaged in the production of cashmere clothing, power metallurgy chemicals, and other related products, with its main revenue sources being silicon iron (37.05%), PVC resin (18.59%), and clothing (13.60%) [1]. - The company operates within the steel industry, specifically in steel raw materials and auxiliary materials, and is involved in sectors such as polysilicon, solar energy, cement, photovoltaic glass, and minor metals [1].

Core Insights - The opening of a regular cargo flight route from Ordos Airport to Bangkok marks a significant development in the logistics capabilities of the region [1] - The route will operate three times a week, with an average cargo volume of approximately 30 tons per flight [1] - The cargo includes exports of machinery, electronics, and daily necessities, while imports focus on fruits and seafood from Southeast Asia [1] Group 1: Route Details - The newly established cargo route is the first regular cargo service for Ordos Airport, which previously relied on temporary charter flights [1] - The service aims to meet the demand for high-quality agricultural products in the Chinese market and provides an efficient channel for regional specialty products to reach international markets [1] Group 2: Airport Significance - Ordos Airport is the only 4E-level regional airport in North China and is recognized as the first pilot for a comprehensive air transport service network in the country [1]

| B | A | | --- | --- | | 股代码 | 股代码 | | 900936 | 600295 | | B 股简称 | 股简称 A | | 鄂资 B 股 | 鄂尔多斯 编号：临 2025-031 | 内蒙古鄂尔多斯资源股份有限公司 关于召开 2025 年第三季度网上业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 11 月 20 日（星期四）下午 16:00-17:00 会议召开地点：深圳市全景网络有限公司网上平台，投资者可登录"全 景路演"（http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景 路演 APP，参与本次互动交流。 会议召开方式：网络远程互动 投资者可以在 2025 年 11 月 19 日 15:00 前将需要了解的情况和关注问题 预先发送至内蒙古鄂尔多斯资源股份有限公司（以下简称"公司"）信箱 （lilili@chinaerdos.com），公司将在说明会上就投资者普遍关注的问题进行 回答。 公司已于 2025 ...

Core Points - The opening of the first regular cargo route at Ordos International Airport marks a significant development in air freight logistics [1] - The inaugural flight transported approximately 28 tons of goods, including 16 tons of imported tropical fresh produce from Thailand and 12 tons of general trade export goods [1] Group 1 - The cargo route will operate three flights per week, with an average import and export cargo volume of about 30 tons per flight [1] - Imported goods will primarily consist of fruits, chilled seafood, and edible aquatic animals from Thailand and Southeast Asia, while exports will include machinery, electronics, and daily necessities [1] - The customs clearance process for the imported fresh produce was expedited to ensure product freshness, highlighting the efficiency of the Ordos customs [1] Group 2 - The new route effectively meets domestic demand for high-quality agricultural products and provides a channel for regional specialty products to access international markets [2] - The multi-modal transport model of "full cargo aircraft + belly hold cargo + cold chain" aligns with the trends of small batch, frequent, and high-efficiency air logistics [2] - The integration of cold chain logistics and value-added services supports the stable operation of supply chains within the industry [2]