Core Viewpoint - The solar thermal power generation industry in China is poised for significant growth, driven by policy support, technological advancements, and the need for cost reduction to achieve competitive pricing [1][2][3]. Policy Support - Solar thermal power is recognized as a clean and renewable energy technology, with China's installed capacity reaching 838.2 MW by the end of 2024, accounting for 10.6% of the global total [2]. - The Chinese government has implemented various policies to support the industry, including a benchmark grid price of 1.15 yuan per kWh established in 2016 and the promotion of demonstration projects [2][3]. - The Energy Law, effective January 1, 2025, emphasizes the active development of solar thermal power, providing a legal framework for its growth [3]. Technological Innovation - The industry has achieved significant technological breakthroughs, with a fully autonomous supply chain and key components being domestically produced [4]. - Innovations include advanced heat collection systems, high-temperature energy storage solutions, and large-scale solar thermal power plant designs [4][5]. - The rapid development of technology is expected to substantially lower generation costs, facilitating large-scale commercial applications [4]. Economic Viability - Despite the growth potential, the current levelized cost of electricity for solar thermal power remains high, estimated at 0.8-0.9 yuan per kWh [7]. - To enhance economic viability, the industry must leverage economies of scale and establish a "technology-standard-market" ecosystem [7]. - Recommendations include improving policy support mechanisms, integrating carbon market benefits, and prioritizing advanced large-capacity projects to avoid unhealthy competition [7][8]. Collaboration and Future Directions - Industry stakeholders, including companies, research institutions, and government bodies, are encouraged to collaborate to address key scientific and engineering challenges [8]. - Increased investment in research and development is essential for advancing high-capacity and intelligent solar thermal technologies [8].

近日，位于毛里塔尼亚南部的贝尼纳吉原水预处理项目现场（见图，杨金鑫摄），随着中方项目经理杨 东彬一声指令："开闸！"塞内加尔河水滚涌而出，通过钢管流入高密度沉淀池。该地区上游目前已进入 雨季，河水裹挟着泥浆，在沉淀池内逐渐平静下来。 进入全面运行后的贝尼纳吉原水预处理项目，将毛里塔尼亚首都地区饮用水供应稳定性提升至90%，霍 乱、痢疾等水源性疾病病例预计将大幅减少。业主代表、项目协调员卡内·马马杜表示："首都居民终于 能在雨季喝上清洁、安全的饮用水，这不仅改善了生活质量，也增强了民众对政府的信任。" 中国驻毛里塔尼亚大使唐中东表示，贝尼纳吉原水预处理项目是中毛高质量共建"一带一路"的又一生动 案例。中毛两国不断深化务实合作，携手共同发展，将为两国人民带来更大福祉，为新时代中非合作注 入强劲动力。 （文章来源：人民日报） 毛里塔尼亚水利部部长阿玛勒·穆卢德特意来到现场观摩。她走上操作平台，仔细查看出水水质和各类 监测数据。水样检测结果显示，出水浊度已从最初的3000NTU降至113NTU（注：NTU为水的浊度指 标。世界卫生组织最新版《饮用水水质准则》将龙头水的浊度最高限值定为1NTU）。穆卢德向现场技 术人员 ...

证券日报网讯恒华科技（300365）9月9日在互动平台回答投资者提问时表示，公司与中国电建 （601669）集团四川工程有限公司组成的联合体中标了晟储100MW独立储能电站项目，该项目招标单 位为晋中晟储新能源科技有限公司，其中公司作为联合体成员负责该项目的设计环节，对应的合同金额 占比较小。 ...

8月29日，中国电建（601669）建设的哈萨克斯坦单体最大风电项目——哈萨克斯坦赫罗姆陶150兆瓦风 电项目实现全容量并网发电。 项目投运后，年平均发电量约509吉瓦时，每年节约标煤17万吨，减排二氧化碳50万吨，将极大缓解地区 缺电问题，有效推动哈萨克斯坦减碳、电力结构调整、生态环境保护目标实现。 该项目位于哈萨克斯坦西北部的阿克纠宾州，共安装24台单机容量6.25兆瓦的风机，是目前哈萨克斯坦一 次建成投运的最大风电项目。面对困难，项目团队创新管理模式，在中亚区域首次实现项目开发端与履 约端的无缝衔接。通过深度融合中哈员工优势，深度发掘利用属地资源，推行管理属地化，在有效保障 施工安全质量的同时提高了整体效率。 ...

Core Viewpoint - The company reported a revenue of 292.76 billion yuan in the first half of the year, showing a year-on-year growth of 2.66%, but the net profit attributable to shareholders decreased by 13.81% to 5.43 billion yuan [1][2]. Financial Performance - The company achieved a total revenue of 2927.57 billion yuan in the first half, with a year-on-year increase of 2.66% [1][2]. - The net profit attributable to shareholders was 5.43 billion yuan, down 13.81% year-on-year, while the net profit after deducting non-recurring items was 4.82 billion yuan, a decrease of 22.66% [1][2]. - The comprehensive gross margin for the first half was 11.23%, a decline of 1.03 percentage points year-on-year, with a second-quarter gross margin of 11.63%, down 1.11 percentage points [3]. Order and Contract Performance - The company signed new contracts totaling 686.70 billion yuan in the first half, representing a year-on-year growth of 5.83%, achieving 49.13% of the annual target [2]. - Domestic contracts accounted for 79.37% of the total new contracts, amounting to 545.03 billion yuan, with a year-on-year growth of 3.16% [2]. - International contracts reached 141.67 billion yuan, up 17.50% year-on-year, making up 20.63% of the total [2]. Cost and Cash Flow Management - The company managed to control its expense ratio, which was 7.58% in the first half, a decrease of 0.15 percentage points year-on-year [3]. - Operating cash flow showed a net outflow of 51.20 billion yuan in the first half, an increase in outflow by 4.57 billion yuan year-on-year, with a cash collection ratio of 97.63%, up 6.53 percentage points [4]. - The asset-liability ratio increased by 1.17 percentage points to 79.86%, and accounts receivable turnover days increased by 9.31 days to 85.11 days [4]. Sector and Investment Insights - The company has significantly increased its investment in wind and solar energy, with new contracts in the energy sector amounting to 431.39 billion yuan, representing 62.82% of total new contracts, and a year-on-year growth of 12.27% [4]. - New contracts for wind energy reached 142.90 billion yuan, a substantial increase of 68.78% year-on-year, while solar energy contracts decreased by 28.55% to 113.74 billion yuan [4]. - The company is positioned as a leader in hydropower infrastructure in China, with potential benefits from major infrastructure projects such as the Yarlung Tsangpo River downstream hydropower project and the South-to-North Water Diversion Project [4].

Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - The company achieved a revenue of 292.757 billion yuan in the first half of the year, representing a year-on-year growth of 2.66%. However, the net profit attributable to shareholders decreased by 13.81% to 5.426 billion yuan, and the net profit after deducting non-recurring gains and losses fell by 22.66% to 4.821 billion yuan [2][6]. Summary by Sections Revenue and Profitability - In the first half of the year, the company signed new contracts totaling 686.699 billion yuan, a year-on-year increase of 5.83%, achieving 49.13% of the annual target of 1,397.8 billion yuan. Domestic contracts accounted for 79.37% of the total, while international contracts made up 20.63% [13]. - The overall gross margin for the first half was 11.23%, down 1.03 percentage points year-on-year. The net profit margin attributable to shareholders was 1.85%, a decrease of 0.35 percentage points [13]. Cash Flow and Financial Health - The company experienced a net cash outflow from operating activities of 51.196 billion yuan in the first half, an increase of 4.569 billion yuan year-on-year. The cash collection ratio improved to 97.63%, up 6.53 percentage points [13]. - The asset-liability ratio increased by 1.17 percentage points to 79.86%, and the accounts receivable turnover days rose by 9.31 days to 85.11 days [13]. Business Segments and Future Outlook - The company signed energy and power business contracts worth 431.388 billion yuan, accounting for 62.82% of the total new contracts, with a year-on-year growth of 12.27%. Notably, wind power contracts surged by 68.78% [13]. - The company is positioned as a leader in hydropower infrastructure in China, with potential benefits from major projects such as the Yarlung Tsangpo River downstream hydropower project and the South-to-North Water Diversion West Route Project [13].

Core Viewpoint - The article emphasizes the increasing importance of community operations in the real estate sector, highlighting how companies are leveraging community engagement to enhance brand value and customer experience [3][4][27]. Group 1: Community Engagement Trends - Real estate companies are intensifying their community operations, moving beyond traditional community engagement to create commercial value through resource collaboration [3][4]. - A market survey indicates that "community service experience" has risen to 47% in the decision-making factors for homebuyers in 2024, up from 18% in 2019, reflecting a shift in value assessment from location to quality of life [4]. - Community engagement has become a standard feature for many real estate companies, evolving into a critical component of residential products [4]. Group 2: Innovative Community Activities - Companies like Greentown China are launching themed community events, such as the "Dolphin Plan," which includes a comprehensive ecosystem for youth swimming talent development [6][9]. - China Merchants Shekou initiated the "Deck Life Festival," integrating community activities across over 30 cities, emphasizing a holistic approach to community engagement [7][20]. - China Electric Power Real Estate introduced the "Little Wave Camping Season Community Carnival," focusing on sports and outdoor activities to enhance community interaction [7][12]. Group 3: Community as a Value Driver - The article discusses how community initiatives are evolving to create unique emotional value and differentiation in a highly competitive market [11][19]. - Companies like China Resources Land are innovating by integrating pet-friendly spaces within residential areas, fostering community engagement through pet-related activities [19][21]. - The article highlights the emergence of community leaders who are driving the co-creation of community experiences, moving towards a model of shared governance and collaboration [18][27]. Group 4: Commercial Value Creation - Real estate companies are exploring new commercial opportunities through community engagement, aiming for sustainable development by building trust and effective communication with residents [19][20]. - The article notes that successful community initiatives can lead to significant brand value and customer loyalty, as seen in the case of China Railway Construction's diverse community events [26][27]. - The integration of community activities with commercial partnerships is becoming a key strategy for enhancing the overall value proposition of real estate offerings [20][27].

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) announced personnel changes for 8 central enterprises, involving 11 leaders [1] - Wu Bingqi has been appointed as the Deputy Secretary and Director of China Overseas Chinese Town Holdings Limited, and is nominated as the candidate for General Manager [2] - Zhang Zhenggao has retired from his positions as Secretary of the Party Committee, Standing Committee Member, Chairman, and Director of China Overseas Chinese Town Holdings Limited [2] Group 2 - Wu Yuebiao has been appointed as the Deputy Director of China Coal Geological Bureau [3] - Niu Jianhua has retired from his positions as Secretary of the Party Committee and Deputy Director of China Metallurgical Geological Bureau [4] - Wang Bin has retired from his roles as Deputy Secretary, Standing Committee Member, Director, and General Manager of China Power Construction Group Limited [5] Group 3 - Liu Jun Cai has retired from his position as Standing Committee Member and Deputy General Manager of China Poly Group Corporation [6] - Zhang Kexin has been appointed as an external director of China Coal Science and Technology Group [7] - Xu Zhiwu has been appointed as an external director of China Machinery Science Research Institute Group [8] - Li Hui and Chen Jianhua have been appointed as external directors of China Aviation Oil Group [9]

Core Viewpoint - The article discusses the recent personnel changes in several central enterprises, highlighting leadership appointments and retirements, which may impact the strategic direction and operational efficiency of these companies [1][2][3][5]. Group 1: Leadership Appointments - Wu Bingqi has been appointed as the Deputy Secretary and Director of China Overseas Chinese Town Group Co., Ltd., and is nominated as the candidate for General Manager [1]. - Zhang Zhingao has been removed from his positions as Secretary of the Party Committee, Party Committee Member, Chairman, and Director of China Overseas Chinese Town Group Co., Ltd., and is retiring [2]. - Liu Fengxi has been removed from his positions as Deputy Secretary, Party Committee Member, and Director of China Overseas Chinese Town Group Co., Ltd., and is no longer serving as General Manager [3]. - Wu Yuebiao has been appointed as the Deputy Director of China Coal Geological Bureau [4]. - Zhang Zhingao has been removed from his positions as Deputy Secretary, Party Committee Member, and Director of China Electric Power Construction Group Co., Ltd., and is retiring [5]. Group 2: Retirements - Niu Jianhua has been removed from his positions as Secretary and Deputy Director of China Metallurgical Geological Bureau and is retiring [5]. - Wang Bin has been removed from his positions as Deputy Secretary, Party Committee Member, and Director of China Electric Power Construction Group Co., Ltd., and is retiring [5]. - Liu Jun Cai has been removed from his position as Party Committee Member and is no longer serving as Deputy General Manager of China Poly Group Co., Ltd., and is retiring [5]. Group 3: External Board Appointments - Zhang Kexin has been appointed as an external director of China Coal Science and Technology Group Co., Ltd. [6]. - Xu Zhiwu has been appointed as an external director of China Machinery Science Research Institute Group Co., Ltd. [6]. - Li Hui and Chen Jianhua have been appointed as external directors of China Aviation Oil Group Co., Ltd. [7].

来源： 国务院国资委网站 9月5日，国务院国资委网站发布8户中央企业11名领导人员职务任免信息。 华侨城集团有限公司 中国煤炭地质总局 武岳彪 任中国煤炭地质总局副局长。 中国冶金地质总局 免去 牛建华 的中国冶金地质总局党委书记、副局长职务，退休。 中国电力建设集团有限公司 免去 王斌 的中国电力建设集团有限公司党委副书记、党委常委、董事职务，不再担任中国电 力建设集团有限公司总经理职务，退休。 中国保利集团有限公司 免去 刘军才 的中国保利集团有限公司党委常委职务，不再担任中国保利集团有限公司副总经 理职务，退休。 吴秉琪 任华侨城集团有限公司党委副书记、董事，提名为华侨城集团有限公司总经理人选。 免去 张振高 的华侨城集团有限公司党委书记、党委常委、董事长、董事职务，退休。 免去 刘凤喜 的华侨城集团有限公司党委副书记、党委常委、董事职务，不再担任华侨城集团 有限公司总经理职务。 中国煤炭科工集团有限公司 聘任 章克勤 为中国煤炭科工集团有限公司外部董事。 中国机械科学研究总院集团有限公司 聘任 许质武 为中国机械科学研究总院集团有限公司外部董事。 中国航空油料集团有限公司 聘任 李辉、陈建华 为中国航 ...