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上海宝山区:三大引擎驱动区域绿色产业破千亿
Zhong Guo Hua Gong Bao· 2025-10-20 07:50
近日,从上海市发展和改革委员会传出消息,2024年上海宝山区区域绿色低碳产业规模达1003.69亿 元,首次跻身"千亿俱乐部"。其中,绿色制造以482.66亿元占据近半份额,绿色能源、绿色服务、循环 经济均突破百亿规模。这座老工业基地向"绿色发展新高地"的转型取得重大成果。 作为上海首批纳入自贸试验区联动创新区的重点区域,上海宝山区正以"供应链创新、产业集群突破、 企业加速集聚"为三大引擎,打造全国绿色低碳转型示范样板。 构建长三角全链条服务网络 2024年4月,上海市首个绿色低碳供应链公共服务平台在上海宝山区揭牌启动,该平台由本土企业欧冶 云商建设并运营,践行"宝山承办、服务上海、辐射长三角、面向全国"定位。截至目前,江苏、浙江、 安徽26家跨省合作企业接入平台,形成"供应商准入—产品碳足迹核算—低碳技术对接"的全链条服务网 络。 在标准与数据建设方面,上海宝山区正探索制定对标国际先进的产品碳足迹核算规则,推动长三角三省 一市共建"标准共认、数据共享、场景互通"的区域协同机制。一方面与清华大学环境学院及天工智库中 心已达成合作意向,拟共同推进数据库建设;另一方面加快构建本土化碳足迹数据库,积极推动区内民 营 ...
亚洲及中国资本品 -2025 年第三季度-Asia and China Capital Goods – 3Q25
2025-10-19 15:58
Asia Pacific Equity Research October 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Asia and China Capital Goods – 3Q25 Karen Li, CFA AC Head of HK Equity Research, Head of Asia Infra, Industrials and Transport +852 2800 8589 karen.yy.li@jpmorgan.com J ...
宜兴阳羡生态旅游度假区举办金秋产业合作发展会
Yang Zi Wan Bao Wang· 2025-10-18 02:58
金秋迎盛会,发展正当时。10月17日,阳羡生态旅游度假区举行金秋产业合作发展会,携手合作、共谋未来、同话发展。作为宜兴生态旅游资源的富集 区,阳羡生态旅游度假区近年来持续发挥生态优势,加快优化产业布局,着力构建以生态文化旅游业、先进制造业和现代科创产业为主的现代产业体系。 依托扎实的产业基础和得天独厚的生态资源,度假区"一区四镇"充分释放一体化效应,全力聚资源、拼项目、促合作,全面推进央地协同。活动现场,四 镇及阳羡旅游集团分别与中国物流集团、中国房地产开发集团、中国资源循环集团、中铁十八局集团、中国中车(601766)集团等央国企或其子公司签署 战略合作协议,为深化央地合作打开新路径。 此外,阳羡数字游民社区也正式发布。该社区依托优越的生态本底和扎实的旅游产业基础,以"社区旅行+"为理念,在善卷洞和张阳村等特色区域,因地 制宜打造文化创意社区与新消费产业基地,系统性构建"空间活化-人才引育-产业升级-品牌输出"全链条发展体系,差异化布局青年创业就业实践点,吸 引"原乡人、新乡人、旅乡人、云乡人"四类青年人才入乡发展,力争三年建成区域性青年入乡创业就业中心,最终打造具有全国影响力的国际化青年入乡 实践枢纽。目 ...
将高铁品质延伸至氢能产业链 构建多维产业生态
Zhong Guo Jing Ying Bao· 2025-10-17 13:56
Core Insights - China CRRC has established over 38,000 partners in its supply chain, including more than 15,000 major suppliers and 6,900 core suppliers, with private enterprises accounting for 75% of the rail transit equipment suppliers, driving a trillion-yuan industry development [2] - The company aims to extend high-speed rail quality into clean energy and hydrogen energy industries, leveraging advanced technologies such as digital, intelligent, green, and circular to accelerate the construction of a multi-dimensional industrial ecosystem [2] - The shift from steam to electric and renewable energy reflects the evolution of productivity, with rail transit equipment being a key representative of new productive forces, providing ample application scenarios for energy development [2] Industry Developments - International companies like Siemens and Alstom are accelerating their green transformation by developing hydrogen trains and fully automated driving products, prompting China CRRC to leverage its inherent market perception advantages in rail transit equipment to promote hydrogen-based energy demand [3] - The National Railway Administration is planning the "14th Five-Year" railway technology innovation plan, focusing on high-quality development actions for rail transit equipment, and supporting the establishment of cross-industry innovation alliances to accelerate the industrialization and large-scale application of innovative results [3][4] - The integration of new-generation information technology, new materials, and new energy technologies with the equipment manufacturing industry is reshaping the industrial ecosystem and development pattern, emphasizing the importance of top-level design and strategic guidance [4] Product Innovations - China CRRC launched the country's first hydrogen-powered cultural tourism train, "Hydrogen Spring," which integrates green travel with urban cultural tourism features, supporting the entire hydrogen energy industry chain from production to application [4] - The "Hydrogen Spring" train features a zero-carbon environmental characteristic with an embedded hydrogen power system, enabling zero carbon emissions and providing customized green economic solutions for modern urban transportation [4][5]
中国中车推动氢能列车产业链布局,央企创新驱动ETF(515900)回调蓄势
Xin Lang Cai Jing· 2025-10-17 06:15
Core Insights - The China Central State-Owned Enterprises Innovation-Driven Index has decreased by 1.72% as of October 17, 2025, with mixed performance among constituent stocks [3] - The China Central State-Owned Enterprises Innovation-Driven ETF (515900) has seen a decline of 1.44%, currently priced at 1.57 yuan, but has increased by 2.05% over the past two weeks [3][4] - The conference on the integrated development of the hydrogen energy industry chain was held in Changchun, focusing on rail transit equipment, clean energy equipment, and hydrogen energy [3] Market Performance - The top-performing stocks include China Telecom, which rose by 1.02%, and Yangnong Chemical, which increased by 0.44%, while XJ Electric fell by 6.86% [3] - The trading volume for the China Central State-Owned Enterprises Innovation-Driven ETF was 6.1667 million yuan, with a turnover rate of 0.17% [3] - Over the past year, the ETF has maintained an average daily trading volume of 20.4625 million yuan, ranking first among comparable funds [3] Industry Trends - The recycled aluminum industry is experiencing rapid growth, with an expected production of approximately 10.5 million tons in 2024, accounting for nearly 19% of total aluminum supply [4] - The Ministry of Industry and Information Technology has set a target for recycled aluminum production to exceed 15 million tons by 2027, indicating a compound annual growth rate of 13% [4] - The carbon emissions from recycled aluminum are only 2.1% of those from electrolytic aluminum, which is expected to enhance its green premium due to the launch of the national carbon market and the upcoming EU CBAM [4] ETF Performance - The China Central State-Owned Enterprises Innovation-Driven ETF has seen a significant increase in scale, growing by 61.0039 million yuan over the past month, ranking 1/4 among comparable funds [4] - The ETF's share count increased by 6 million shares in the past week, also ranking 1/4 among comparable funds [4] - The index tracks 100 representative listed companies under the State-owned Assets Supervision and Administration Commission, reflecting the overall performance of innovative and profitable central state-owned enterprises [4][5]
中国中车10月16日获融资买入9445.88万元,融资余额21.78亿元
Xin Lang Cai Jing· 2025-10-17 01:21
10月16日,中国中车涨0.51%,成交额11.34亿元。两融数据显示,当日中国中车获融资买入额9445.88 万元,融资偿还1.12亿元,融资净买入-1726.95万元。截至10月16日,中国中车融资融券余额合计21.87 亿元。 融资方面,中国中车当日融资买入9445.88万元。当前融资余额21.78亿元,占流通市值的1.14%,融资 余额超过近一年80%分位水平,处于高位。 融券方面,中国中车10月16日融券偿还8.06万股,融券卖出23.19万股,按当日收盘价计算,卖出金额 182.51万元;融券余量116.30万股,融券余额915.28万元,超过近一年90%分位水平,处于高位。 机构持仓方面,截止2025年6月30日,中国中车十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股8.42亿股,相比上期增加8108.14万股。华夏上证50ETF(510050)位居第六大流通股东, 持股2.39亿股,为新进股东。 责任编辑:小浪快报 资料显示,中国中车股份有限公司位于北京市海淀区西四环中路16号,成立日期2007年12月28日,上市 日期2008年8月18日,公司主营业务涉及公司主要从事铁路机车 ...
广东珠海又冲出一家半导体IPO,为中国中车供货,70岁创始人掌舵!
格隆汇APP· 2025-10-16 15:27
广东珠海又冲出一家半导体IPO,为中国中车供货,70岁创始人掌舵! 原创 阅读全文 格隆汇新股 ...
全国首列氢能文旅列车“氢春号”下线
Zhong Guo Qing Nian Bao· 2025-10-16 13:32
Core Viewpoint - The launch of the "Hydrogen Spring" tourist train marks a significant breakthrough in China's green rail transportation sector, showcasing the integration of hydrogen energy technology in public transport [2][4]. Group 1: Hydrogen Energy Train - The "Hydrogen Spring" train is equipped with a hydrogen energy power system, producing only water as a byproduct during operation, thus achieving zero carbon emissions [2]. - This train features characteristics such as environmental friendliness, smart comfort, and integration with tourism [2]. Group 2: Industry Conference - The China CRRC Modern Industrial Chain Integration Development Conference focuses on three major industrial chains: rail transit equipment, clean energy equipment, and hydrogen energy [4]. - The conference includes an exhibition showcasing hydrogen energy application scenarios, the Jilin hydrogen energy industry, hydrogen energy equipment, and integrated solutions for wind-solar-hydrogen storage [4].
中国中车举行现代产业链融通发展共链行动大会
Zhong Zheng Wang· 2025-10-16 11:51
Core Viewpoint - The conference focused on the collaborative development of three key industrial chains: rail transit equipment, clean energy equipment, and hydrogen energy, aiming to build a modern industrial system and promote the revitalization of Northeast China [1][2][3] Group 1: Conference Overview - The conference was held in Changchun, Jilin, under the theme of "new quality leadership, central-local collaboration, hydrogen energy chain movement, and co-construction" [1] - A total of 57 collaborative action projects were collected, involving 79 external partners, covering various categories such as supply-demand matching, collaborative support, innovative cooperation, resource sharing, and central-local cooperation [1] Group 2: Key Statements - China CRRC's Chairman emphasized the company's commitment to developing a dual-track and dual-cluster industrial pattern for rail transit and clean energy equipment, enhancing its role in technological innovation and safety support [2] - The Vice Governor of Jilin Province highlighted the historical cooperation with China CRRC in rail transit, new energy vehicles, and hydrogen industries, aiming for high-quality development and collaboration [2] - The Ministry of Industry and Information Technology expressed support for central enterprises, including China CRRC, to engage in collaborative innovation across industrial chains [3] Group 3: Agreements and Innovations - A signing ceremony took place, where agreements were made between Jilin Province and China CRRC regarding the hydrogen energy industrial chain [4] - China CRRC launched the first hydrogen-powered cultural tourism train, "Hydrogen Spring," which is characterized by environmental friendliness and smart comfort, marking a breakthrough in green rail transit [4] - The company also held parallel meetings focused on technological innovation, supply-demand matching, and building a robust ecosystem for the collaborative development of the industrial chains [4]
中国中车推动氢能列车产业链布局 多款氢能源产品亮相
Zhong Guo Xin Wen Wang· 2025-10-16 11:47
10月16日,中国中车现代产业链融通发展共链行动大会在长春举行,多款氢能源产品亮相。本次大会聚 焦轨道交通装备、清洁能源装备与氢能三大产业链跨链协同,旨在通过央地合作和产业链联动,构建开 放共享、互利共赢的新型产业生态。图为氢能源机车。中新社记者 张瑶 摄 列车氢能源动力系统吸引参观者。中新社记者 张瑶 摄 料电池客车。中新社记者 张瑶 摄 图为加氢 图为高速 图为氢能 料电池客车。中新社记者 张瑶 摄 图为氢燃 源市域列车。中新社记者 张瑶 摄 机器人在工作。中新社记者 张瑶 摄 图为氢燃 图为轨道 交通装备、清洁能源装备与氢能产业链三链协同一体化沙盘吸引参观者的目光。中新社记者 张瑶 摄 ...