ZPMC(SH:600320) Jing Ji Guan Cha Wang·2025-11-07 04:13Core Viewpoint - The demand for green and low-carbon port operations is increasing globally, with major ports aiming for zero carbon emissions by 2035, which is driving significant equipment renewal needs [1][2]. Group 1: Company Developments - Shanghai Zhenhua Heavy Industries (ZPMC) has seen 70%-80% of its sales come from port equipment powered by electricity or clean energy, indicating a shift away from traditional equipment [1]. - ZPMC has signed contracts worth 19.1 billion yuan over the past seven years at the China International Import Expo (CIIE), with a total of 390 million USD signed during this year's event [2]. Group 2: Industry Trends - The CIIE has highlighted green and low-carbon solutions as key themes, with many companies showcasing products that contribute to energy efficiency and emissions reduction [2][3]. - The aluminum industry is adopting innovative technologies like the AluLab mobile LIBS analyzer, which significantly reduces the time for analyzing aluminum liquid, thus supporting green metallurgy [3]. - Companies like Evonik are focusing on sustainable solutions, aiming to increase the sales share of sustainable products to 50% by 2030, aligning with China's dual carbon goals [4]. Group 3: Technological Innovations - Baker Hughes is investing in low-carbon technology solutions, including equipment for carbon capture and storage, which aligns with China's sustainable development vision [4][5].