欢迎评审的就不用播报了 上网上也有新的评论那我们今天的交流就到这感谢大家对这个团队的关注然后后续如果有新的交流需求可以随时联系与评审群众 谢谢大家的时间好 谢谢感谢大家感谢大家参加本期直播会议会到此结束 祝大家生活愉快 再见 作为投资者朋友大家早上好欢迎参加科普国际控股有限公司2024年第三季度最新业务发展的投资者电话会议我是国盛证券的杨云今天和我一起在线的还有公司的三位管理层 他们是集团首席财务官杨璐冰先生以及集团副总裁丁丽芝女士Donna和投资者关系总监华婉宜女士Sophia那今天的电话会议呢管理层会先为大家讲解今年第三季度的最新业务发展情况然后我们会开放问答环节下面我先把时间交给管理层 这些人民跟国争争争的一个安排,大家上午好,我是托夫亚,那我先为大家总结一下二十年三七度的一个流水表现,公告上面有写着三七度我们特步主品牌那边的流水,全渠道自律的一个中单位数的同比增长。 从月份中渠道的一个表现来看呢整个季度基本上红光的环境还是充满挑战的那7到9月份基本上趋势是差不多天下的门边呢无论是人流啊年代率这些呢都会比黄底或是上半年也是会比较弱那整个三季度呢天下的流水是维持一个很轻微的增长 在电商的那个部分我们是维持 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The IEA's Global Energy and Climate (GEC) Model is a comprehensive tool for analyzing energy markets, technology trends, and policy strategies to achieve climate goals [12][13] - The GEC Model covers 27 regions and all sectors of the energy system, providing detailed sector-by-sector and region-by-region long-term scenarios [13][14] - The report outlines three main scenarios: Stated Policies Scenario (STEPS), Announced Pledges Scenario (APS), and Net Zero Emissions by 2050 Scenario (NZE Scenario), each with distinct assumptions and objectives [21][22][35] Section Summaries Section 1: Overview of Model and Scenarios - The GEC Model integrates the strengths of the World Energy Model (WEM) and Energy Technology Perspectives (ETP) to provide a detailed analysis of energy systems [11][12] - The model is designed to assess global and regional energy prospects, environmental impacts, policy effects, investment needs, energy access, and employment [16][18] Section 2: Cross-Cutting Inputs and Assumptions - The report discusses various assumptions including population growth, macroeconomic factors, energy prices, and policies that influence energy demand and supply [2][26] Section 3: End-Use Sectors - The GEC Model includes detailed analyses of energy consumption across different sectors such as industry, transport, and buildings, highlighting the importance of technology and efficiency improvements [3][4] Section 4: Electricity Generation and Heat Production - The report examines electricity generation, including the levelized cost of electricity and the role of renewables, storage, and transmission networks [4][5] Section 10: Investment - Investment requirements in fuel supply and the power sector are analyzed, emphasizing the need for substantial capital to meet projected energy demand [10][10][10] Section 11: Energy Access - The report defines modern energy access and provides an outlook on achieving universal access to electricity and clean cooking by 2030 [11][11] Section 12: Employment - The impact of the energy sector's evolution on employment is assessed, with estimates of current and future job opportunities [12][12] Section 13: Government Spending on Clean Energy - The report identifies key policies and assesses their impact on clean energy investment and affordability [13][13] Section 14: Household Energy Expenditures Analysis - An analysis of household energy expenditures relative to disposable income is included, providing insights into energy affordability [14][14]

非常荣幸今天大家去接入我们中台国际军方的一个交流首先我们可以看到这个随着市场上一些关于化债啊包括高股息啊一些回购方向的一些情况其实整个建筑板块我们觉得就特别是建筑家以及包括国际公司都是非常契合当前的这个这个市场政策引导的一个方向那么我们今天也请到了中台国际的董毅范总来为我们做一个简单的一个做一个沟通范总因为我看到其实前段时间咱们是有这个披露了三记报的这个 因为这个大家可能都对中菜国际情况比较了解了所以我们就直接的进入这个数据的一个环节啊这个因为近期我们也披露了这个我们第三季度的生产经营的公告那么大家可能对我们的这个数据也都看到了那这里面呢我在就这个具体的一个内容呢再给大家做一个解读吧 首先呢我们1到9月份我们的新签订单呢是527.88亿从底呢增长了1%那么这个结果呢其实是要好于我们的这个今年上半年的一个表现的今年上半年我们的这个新签订单从底是下滑了9%当然因为是去年的上半年的基数就比较高那今年三季度呢相当于已经追平了这个其实是要好于我们自己的一个预算的一个目标的然后另外呢就是从三个业务板块来看啊工程装备和运营业务板块来看 那么工程和装备的这个降幅也有收窄你看那个上半年的时候工程是下滑了18%装备下滑了15%这 ...

大家好 欢迎参加东海证券海盐行业洞察第十一期国际医学深度报告分享目前所谓患者均处于静音状态下面开始公演的声明声明完毕后主持人可直接开始发言 东海证券研究所提醒您本次电话会议仅面向机构投资者或受邀客户会议中发表的所有相关信息观点分析及预测仅供参考之用作为投资建议和依据参会者应基于自身判断和投资需求审慎作出投资决策并自行承担由此产生的风险和责任未经合法授权许可严禁通过任何途径任何形式对本次会议内容信息进行传播转载及相关解读 本公司对涉嫌违反上述情形的行为保留追究法律责任的权利感谢您的理解和支持可以了吧 各位投资者大家下午好我是东海证券的医药分析师杜永鹏前几天的话我们发布了一篇国际疫情的一个深度报告今天我们就要报告的一个具体内容给大家做一个汇报和解读 国际医学经过20多年的发展的话目前已成为一个西北地区的一个全科医疗的龙头型企业从床位数据也超过了1万家然后公司也积累了丰富的一个民营医院的一个建设运营经验目前有高新医院和中心院两大院区 从收入端来看过去几年公司保持了一个快速的一个增长啊19年的话公司营业收入的不足不足十亿元截止到2023年的时候的话已经超过46亿元过去几年的互合增速也超过40% 因为从利用端的话公司过 ...

Investment Rating - The report does not explicitly provide an investment rating for the sustainable fuels industry Core Insights - Sustainable fuels are essential for clean energy transitions, complementing electrification and energy efficiency in hard-to-abate sectors. Under the IEA's Net Zero Emissions by 2050 (NZE) Scenario, demand for low-emission fuels must double by 2030 and again by 2050 [3][11][36] - None of the main sustainable fuel options are currently on track for a net zero pathway, indicating a significant gap in progress [12][36] - A common understanding of what constitutes a "sustainable" fuel is necessary for accelerated deployment, as existing definitions and certifications are inconsistent globally [4][13] Summary by Sections Introduction - The report supports Brazil's G20 Presidency and explores the feasibility of establishing common criteria for sustainable fuels to enable fair comparisons across regions and markets [5][40] - The need for emissions in the energy sector to reach net zero by 2050 was acknowledged at COP28, with interim goals set for 2030 [31] Carbon Accounting: Standards, Regulations, and Certification Systems - Various standards and certification systems exist to assess and validate low-emission fuels based on their GHG emissions intensity [42] - The report highlights the importance of a robust calculation of GHG intensity, which should include emissions from production, transport, and distribution [44][49] - There are currently 34 certification schemes for hydrogen and hydrogen derivatives, with over half requiring a GHG intensity of less than 33 gCO₂-eq/MJ [60][64] Policy Considerations - The report suggests that minimum requirements for emissions reduction can be established through a GHG intensity threshold, which should be ambitious yet flexible to encourage technological development [18][19] - A tiered GHG labeling system is proposed to define minimum requirements and reward better performance over time [22] - Common policies and international collaboration are essential to attract investment and facilitate the deployment of sustainable fuels [25][30]

Investment Rating - The report does not explicitly provide an investment rating for the clean energy innovation policies in emerging and developing economies (EMDEs) but emphasizes the critical role of innovation in achieving clean energy transitions globally [3][9]. Core Insights - Emerging market and developing economies (EMDEs) are essential in addressing climate challenges through clean energy innovations, with significant economic opportunities tied to these transitions [3][9]. - The report highlights that 35% of the emissions savings required to achieve net-zero CO2 emissions globally by mid-century must come from technologies that are not yet commercially available [9][11]. - Effective government policies are crucial for fostering clean energy innovation, with a focus on a combination of financial incentives, regulations, and research support [12][24]. Summary by Sections Introduction - The urgency of addressing climate change is underscored, with EMDEs playing a vital role in the clean energy transition as they grow their economies and energy supplies [35][36]. - The report emphasizes that without enhanced energy innovation, energy and climate goals will remain unattainable [35][36]. Case Studies - The report presents 11 case studies from countries including Argentina, Brazil, China, and India, showcasing diverse approaches to energy innovation policies [4][17]. - Each case study illustrates the unique challenges and successes in fostering clean energy technologies within different national contexts [16][17]. Key Findings - Clean energy innovation has become a priority in developing countries, driven by economic development, energy security, and climate response [19][20]. - Successful innovation policies align with national visions for economic and social development, as seen in countries like India and Colombia [19][20]. - International cooperation and knowledge sharing are essential for EMDEs to enhance their innovation ecosystems [20][24]. Policy Recommendations - Strengthening energy innovation systems in EMDEs is crucial for global energy transitions, with varying statuses and forms of these systems across countries [24][30]. - Domestic policymakers should foster predictable demand for clean energy technologies to incentivize innovation [25][29]. - International engagement can accelerate the development of domestic energy innovation ecosystems by addressing key national challenges [27][30].

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| --- | --- | --- | --- | |-------|-------|--------------|---------------------------------------------| | | | | | | | | | | | | | | From Taking Stock | | | | | | | | | | to Taking Action How to implement the COP28 | | | | energy goals | | | | | | World Energy Outlook Special Report | INTERNATIONAL ENERGY AGENCY | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

leo Global Gas Security Review 2024 Including the Gas Market Report Q4-2024 INTERNATIONAL ENERGY AGENCY | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------|-----------------------|-------------------------------| | | | | | The IEA examines the full spectrum of energy | IEA member countries: | Spain | | issues including oil, gas and coal supply and | Australia | Sweden | | demand, renewable energy technologies, electricity ma ...

Investment Rating - The report does not explicitly provide an investment rating for the hydrogen industry Core Insights - Global hydrogen demand reached 97 million tons (Mt) in 2023, a 2.5% increase from 2022, with projections to approach 100 Mt in 2024. Demand is primarily driven by refining and the chemical sector, with low-emissions hydrogen still playing a marginal role, producing less than 1 Mt in 2023. However, announced projects could increase low-emissions hydrogen production to 49 Mt per annum (Mtpa) by 2030, a 30% increase from previous estimates [15][24][25] - The report highlights significant growth in electrolysis projects, with announced capacity nearing 520 gigawatts (GW). The number of projects reaching final investment decisions (FID) doubled to 3.4 Mtpa, indicating a fivefold increase in production by 2030 [15][19] - The report emphasizes the need for stronger government action to stimulate demand for low-emissions hydrogen, as current policies and targets are insufficient to meet production goals. The gap between production and demand targets calls for urgent action from both industry and governments [25][26][32] Summary by Sections Chapter 1: Introduction - The hydrogen sector is undergoing transformation due to climate change and energy security concerns, with low-emissions hydrogen recognized as a key solution for decarbonizing hard-to-abate sectors [38][39] Chapter 2: Hydrogen Demand - Global hydrogen demand is concentrated in traditional applications, with China being the largest user, accounting for nearly one-third of global demand. The growth in demand is primarily driven by economic trends rather than effective policy implementation [49][50] - Low-emissions hydrogen demand grew nearly 10% in 2023 but still represents less than 1 Mt. Government actions are expected to boost demand to over 6 Mtpa by 2030, although this is only a fraction of the needs outlined in the Net Zero Emissions by 2050 Scenario [48][55] Chapter 3: Hydrogen Production - The report discusses the growth of hydrogen production from fossil fuels with carbon capture, utilization, and storage (CCUS), which has seen a significant increase in projects reaching FID, particularly in North America and Europe [16][20] Chapter 4: Trade and Infrastructure - The report notes that while there have been shipments of low-emissions hydrogen-based fuels, overall traded volumes remain small, and many projects are still in early development stages [40] Chapter 5: Investment, Finance, and Innovation - Investment in hydrogen technology is growing, driven by policy actions, but remains below necessary levels for a successful energy transition. The report highlights the need for targeted support to project developers to bridge the cost gap between low-emissions hydrogen and fossil-based hydrogen [41][33] Chapter 6: Policies - The report emphasizes the importance of clear regulations and certification for low-emissions hydrogen to facilitate long-term investments and market growth [27][34] Chapter 7: GHG Emissions of Hydrogen - The report reassesses the greenhouse gas emissions associated with hydrogen production, highlighting the need for better data on emissions from fossil fuel supply chains [42] Chapter 8: Latin America in Focus - Latin America is positioned to become a major producer of low-emissions hydrogen, with potential production exceeding 7 Mtpa by 2030, but significant investments in infrastructure and electricity generation capacity are required [28][31]