Group 1: Company Announcements - Chenfeng Technology plans to invest 90 million yuan in its wholly-owned subsidiary, Beiwang Zhican, to support its business development and create a new ecosystem for integrated power computing [1] - Daotong Technology's controlling shareholder proposes a mid-term dividend of 5.8 yuan per 10 shares for the year 2025 [4] - Huazheng New Materials' supervisors and executives plan to reduce their holdings by a total of no more than 124,900 shares [5] - Kuozi Jiao's controlling shareholder intends to reduce its stake by no more than 1.67% [9] - Rundu Co., Ltd.'s controlling shareholder plans to reduce its stake by no more than 3% [14] Group 2: Performance Forecasts - China First Heavy Industries expects a net loss of 90 million to 108 million yuan for the first half of 2025, an improvement from a net loss of 173 million yuan in the same period last year [2] Group 3: Shareholder Actions - China Xidian's shareholder, General Electric Singapore, plans to reduce its stake by no more than 3% [3] - Boguang New Materials' shareholder, Newhui Investment, plans to reduce its stake by no more than 1% [8] - Donghong Co., Ltd. has won a procurement project for pressure steel pipes and accessories worth 109 million yuan [6] - Tianshi Technology's wholly-owned subsidiary has resumed production after a temporary shutdown due to supplier issues [12] - Baichuan Co., Ltd.'s controlling shareholder has returned to work and is performing normal duties after being detained [13]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 证券代码：300500 证券简称：启迪设计 公告编号：2025-033 启迪设计集团股份有限公司 关于中标结果公示的提示性公告 1、本项目目前尚处于中标结果公示阶段，公司能否取得《中标通知书》并 最终签署正式合同，存在一定的不确定性。 2、本项目最终中标金额以正式签署的合同为准，公司将根据实际进展情况 及时履行信息披露义务，敬请广大投资者注意投资风险。 近日，《中国招标投标公共服务平台》《河南省电子招标投标公共服务平台》 《郑州航空港经济综合实验区公共资源交易中心网站》平台发布了《河南空港智 算中心(一中心)三期项目一批次算力集群部分建设、维护、运营一体化采购中标 结果公告》，启迪设计集团股份有限公司（以下简称"公司"）与神威(无锡)信息 产业有限公司、中农算力(北京)科技有限公司组成的联合体为该项目中标人，中 标金额为859,720,200.00元。现将相关情况公告如下： 一、中标项目的基本情况 1、中标人：联合体牵头人：启迪设计集团股份有限公司 联合体成员 1：神威（无锡）信息产业有限公司 联合体 ...

智通财经7月20日电，启迪设计(300500.SZ)公告称，公司与神威(无锡)信息产业有限公司、中农算力(北 京)科技有限公司组成的联合体为河南空港智算中心(一中心)三期项目一批次算力集群部分建设、维护、 运营一体化采购的中标人，中标金额为8.59亿元。目前该项目处于中标结果公示阶段，能否取得《中标 通知书》并最终签署正式合同存在不确定性。若项目确定中标、签订正式合同并顺利实施，预计对公司 经营业绩将产生积极影响。 启迪设计：联合体中标河南空港智算中心项目 中标金额8.59亿元 ...

Core Insights - The article discusses the competitive landscape and strategic positioning of companies in China's building energy efficiency market, highlighting key players and their market strategies [1][4][7]. Company Layout - Major companies in the building energy efficiency sector include China National Materials Group (中材节能), Beixin Building Materials (北新建材), Qidi Design (启迪设计), and others, with a focus on providing comprehensive energy-saving solutions [1]. - Companies like Nanwang Energy (南网能源) and Dashi Intelligent (达实智能) are particularly focused on offering integrated energy-saving services to the construction industry [1]. Regional Distribution - The building energy efficiency companies are primarily concentrated in Eastern and Southeastern coastal regions of China, with Jiangsu and Guangdong having the highest representation [3]. Competitive Hierarchy - The industry is divided into three tiers: - The first tier includes leaders like Beixin Building Materials, Nan Glass Group (南玻集团), and Huajian Group (华建集团), which have strong market influence and comprehensive capabilities [4]. - The second tier consists of companies like Nanwang Energy and Qidi Design, which focus on niche areas but have notable professional advantages [4]. - The third tier includes smaller firms like China National Materials Group and Hengshang Energy, which are still in the process of market expansion and technology accumulation [4]. Strategic Cluster Analysis - The competitive landscape is analyzed through a four-quadrant model based on revenue and gross margin, identifying Beixin Building Materials as a leader due to its innovative technologies and sustainable practices [7]. - Other notable companies in the prominent category include Nan Glass Group and Huajian Group, which maintain their leadership through resource management and energy efficiency measures [7]. Market Segmentation - In specific segments, companies like China Nanbo (中国南玻) and Fuyao Glass (福耀玻璃) lead in low-energy glass, while the window industry remains fragmented with no clear leader [11]. Competitive Dynamics - The analysis using Porter's Five Forces model indicates that supplier bargaining power is moderate, while buyer power is slightly weaker due to cost sensitivity and regulatory requirements [13]. - The threat of new entrants is low due to high technical barriers and regulatory requirements, although some cross-industry players are entering through partnerships [13]. - The intensity of rivalry is high, driven by technological advancements and price competition, alongside a surge of capital into the sector [13].

Core Insights - The article discusses the growth and trends in the building energy efficiency sector in China, highlighting the increasing energy-efficient building area and the investment trends in public, residential, and industrial buildings [1][4]. Group 1: Building Energy Efficiency Services - Building energy efficiency services include engineering services, software support, green prefabricated buildings, and BIPV (Building Integrated Photovoltaics) [1][2]. - Different building types require tailored energy-saving solutions, with public buildings focusing on systemic energy savings and residential buildings emphasizing comfort and cost balance [1]. Group 2: Energy-Efficient Building Area - As of 2020, China's energy-efficient building area reached 238.0 billion square meters, growing to 303.0 billion square meters by 2022, and further expanding to 326.8 billion square meters by 2023 [4]. - Projections indicate that by 2024, the energy-efficient building area could reach 360 billion square meters [4]. Group 3: Public Building Energy Consumption - Public buildings account for over 20% of national energy consumption, with hospitals, schools, and office buildings making up 38% of total building energy consumption [5]. - Investment in office buildings and commercial properties has been declining since 2018, with a projected investment of 416 billion yuan in 2024, reflecting a 9% year-on-year decrease [5]. Group 4: Residential Building Energy Efficiency - Residential energy efficiency focuses on insulation, natural lighting, renewable energy integration, and smart control technologies [8]. - The investment in residential buildings peaked and then declined, with 2023 investment dropping to 838.2 billion yuan and a further decrease to 760.4 billion yuan projected for 2024, a 10.5% decline [8]. Group 5: Industrial Building Energy Efficiency - Distributed photovoltaics are a significant application in industrial building energy efficiency, with cumulative installed capacity exceeding 100 million kilowatts by 2023 and projected to surpass 200 million kilowatts by 2024 [10][12].

Core Viewpoint - The article discusses the advancements and trends in China's building energy-saving technologies, focusing on the insulation of external walls, roofs, and windows, which can reduce energy consumption by over 30% and help meet national energy-saving standards [1][2]. Group 1: Building Energy-Saving Technologies - The building energy-saving technology emphasizes three main areas: external wall insulation, roof modifications, and window upgrades [1]. - External wall energy-saving modifications utilize materials like EPS (Expanded Polystyrene) boards to enhance insulation performance [2]. - Roof energy-saving improvements include the addition of concrete blocks for ventilation and the integration of green roofs to lower temperatures [2]. - Upgraded windows feature low-emissivity (Low-E) glass and double glazing to improve thermal insulation and reduce indoor energy consumption [2]. Group 2: Patent Applications and Trends - As of May 2025, China has filed 9,069 patent applications related to building energy-saving technologies, with a peak of 1,397 applications in 2023 [7]. - Leading patent applicants in the building energy-saving sector include Chengde Green Building with 143 patents, China Building with 124, and Zhuobao Technology with 121 [9]. - The most popular patent category is E04B (buildings), accounting for 24.1% of applications, followed by F24F (air conditioning and ventilation) at 9.7% [10][12]. Group 3: Airflow Management in Public Buildings - Effective airflow management is crucial for the energy-efficient operation of public buildings, focusing on indoor and outdoor air movement [4][5]. - Various ventilation modes are employed based on seasonal conditions, such as natural ventilation in transitional seasons and mechanical ventilation in winter [5]. - Airflow management strategies primarily target building airtightness and the design of HVAC systems [5].

启迪设计集团股份有限公司 关于特定股东减持计划时间届满的公告 特定股东靳建华女士保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 启迪设计集团股份有限公司(以下简称"公司")于 2025 年 3 月 21 日在巨潮资 讯网（www.cninfo.com.cn）披露了《关于特定股东股份减持计划的提示性公告》 （公告编号：2025-005），公司特定股东靳建华女士计划自公告发布之日起 3 个 交易日后的 3 个月内，以大宗交易或集中竞价的方式减持本公司股份累计不超过 501,600 股（占公司总股本的 0.2883%）。 近日，公司收到特定股东靳建华女士出具的《股份减持计划时间届满告知函》， 截至 2025 年 6 月 26 日，本次减持计划时间已届满，现将相关情况公告如下： 证券代码：300500 证券简称：启迪设计 公告编号：2025-032 一、股东减持情况 | 股东名称 | 减持方式 | 减持时间 | | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- ...

第五届监事会第六次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 启迪设计集团股份有限公司（以下简称"公司"）第五届监事会第六次会议于 2025年6月27日下午在公司会议室以现场方式召开。会议通知于2025年6月23日以 专人送达方式发出。会议应到监事3人，实到监事3人。本次监事会的召集、召开 符合《公司法》、《公司章程》及相关法规的规定。会议由监事会主席金彦先生主 持，经全体与会监事认真审议形成如下决议： 1、审议通过《关于为参股公司提供担保暨关联交易的议案》 证券代码：300500 证券简称：启迪设计 公告编号：2025-030 启迪设计集团股份有限公司 监事会认为：本次公司为参股公司提供担保事项符合有关法律法规的规定， 表决程序合法、有效。不会给公司的正常运营和业务发展产生不利影响，不存在 损害公司及股东特别是中小股东利益的情形。 表决结果：3 票同意，0 票反对，0 票弃权。 特此公告。 启迪设计集团股份有限公司监事会 2025 年 6 月 27 日 ...

证券代码：300500 证券简称：启迪设计 公告编号：2025-031 启迪设计集团股份有限公司 关于为参股公司提供担保暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 启迪设计集团股份有限公司（以下简称"公司"）于2025年6月27日召开第五 届董事会第七次会议，第五届监事会第六次会议，审议通过了《关于为参股公司 提供担保暨关联交易的议案》，关联董事华亮先生已回避表决。本事项已经公司 独立董事专门会议审议通过，现将有关情况公告如下： 一、关联担保情况概述 为满足参股公司苏州鑫能启能源科技有限公司（以下简称"鑫能启"）日常经 营流动资金和业务发展需要，启迪设计集团股份有限公司（以下简称"公司"）拟 为鑫能启向苏州市农发融资租赁有限公司申请总额度不超过445万元的融资租赁 款项按持股比例提供担保，公司持有鑫能启40%的股权，需为鑫能启提供不超过 178万元的担保额度，鑫能启另一股东苏州中鑫新能源有限公司亦按持股比例为 鑫能启提供担保；担保方式为连带责任担保，授权有效期自董事会审议通过之日 起12个月，在额度范围内授权公司管理层签署担保合同等相关法 ...

证券代码：300500 证券简称：启迪设计 公告编号：2025-029 启迪设计集团股份有限公司 第五届董事会第七次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 启迪设计集团股份有限公司（以下简称"公司"）第五届董事会第七次会议于 2025年6月27日下午在公司会议室以现场和通讯相结合的方式召开。会议通知于 2025年6月23日以专人送达方式发出。会议应到董事11人，实到董事 11 人，独 立董事丁洁民先生、吕大龙先生以通讯方式参加表决，公司监事及高级管理人员 列席了本次会议。本次董事会的召集、召开符合《公司法》《公司章程》及相关 法规的规定。会议由董事长查金荣先生主持，经全体与会董事认真审议，形成如 下决议： 1、审议通过《关于为参股公司提供担保暨关联交易的议案》 关联董事华亮先生已回避表决，本议案已经第五届董事会第三次独立董事专 门会议一致审议通过，并同意提交董事会审议。具体内容详见公司同日在巨潮资 讯网（www.cninfo.com.cn）披露的《关于为参股公司提供担保暨关联交易的公告》。 表决结果：10 票同意，0 票反对，0 票弃权。 ...