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国内外政、企、学界代表共话绿色经济创新与全球合作
Bei Jing Shang Bao· 2025-09-12 14:20
国务院国资委原国有大型企业监事会主席赵华林:强制碳市场扩容将为企业带来新的业务增长点 强制碳市场扩容满足了我国发展碳市场现实的需求,将在更大的范围、更宽的领域、更深层次发挥市场机制的作用,构建碳减排激励约束机制的新格局。同 时,扩容工作实现了碳排放交易从单一市场管控向多元管控转变,将更多的边际减排的成本、不同的主体纳入到市场的统一管理,有助于降低全社会的减排 成本。碳市场的完善还将催生碳核查、碳监测、碳咨询、碳金融等新兴领域的快速发展,为企业带来新的业务增长点。 国家能源集团龙源环保有限公司董事长杨艳春:能源行业绿色低碳转型是一个多学科的技术集成难题 能源行业绿色低碳转型是一个多学科的技术集成难题。首先,既需要对行业熟悉,还需要适应地方政策因地制宜,因此"一项目一方案""一企一策"的综合能 源转型方案需要跨专业、多项技术的整合。其次,低碳技术需要极强的技术转换能力,很多技术需要从实验室到小试到中试,是一个技术和产业相融合协同 推进的产业创新。此外,需要整合资源、组织协调能力比较强的项目管理人才。 中国华电科工(601226)股份有限公司总工程师赵迎九:人工智能正在成为驱动绿色能源与装备制造转型的核心引擎 全球 ...
新特能源(01799):天池能源拟向新疆硅基新材料创新中心增资3500万元
智通财经网· 2025-09-12 14:17
天池能源拥有国家核准的露天煤矿,长期致力于煤炭的开采、销售及煤炭资源的绿色开发与转化,构建 了煤炭、煤电、工业硅、物流运输为一体的产业链,并围绕煤炭开采、燃煤发电、煤化工等领域中存在 的难点及前沿技术产业化应用研究持续开展科研攻关,建立了多层次、多维度的应用实验室、创新研究 中心等科研平台,致力于引领能源开采和转化行业节能、智能、环保的发展新方向。 天池能源向目标公司增资,可弥补目标公司在煤炭、工业硅等产业领域的科研实践空白,有利于推 动"煤 — 电 — 硅 — 新能源"产业链上下游协同创新,同时可充分借鉴天池能源在智能制造、节能减 排、煤炭掺烧等领域的科研成果,就关键共性技术以及产业化等方面实现优势互补,拓宽目标公司科研 团队的研究边界和科研成果应用场景,不断提升目标公司技术攻关和综合研究能力,助力集团通过科技 创新驱动产业升级,提升核心竞争力促进高质量发展。 智通财经APP讯,新特能源(01799)公布,于2025年9月12日,该公司、检测公司、天池能源及目标公司 新疆硅基新材料创新中心有限公司订立增资协议,据此,天池能源同意以货币资金向目标公司增资人民 币3500万元,作为目标公司的注册资本。增资完成后 ...
周六福(06168):打造“RWA+海外扩张”战略飞轮 黄金资产上链重构估值逻辑
智通财经网· 2025-09-12 14:17
Core Viewpoint - Company Siu Fook (06168) has made a strategic investment in Going Securities (HK) Limited, acquiring a 15% stake in Gao Ying Securities, marking its entry into the RWA (Real World Asset) sector and the digital asset market in Hong Kong [1][3][11] Group 1: Strategic Investment and Market Positioning - The investment was completed through Siu Fook's wholly-owned subsidiary, establishing a foundation for long-term strategic collaboration in the digital finance sector [1][3] - Gao Ying Securities holds multiple regulatory licenses and is positioned as a key player in the Web3.0 standardization in Hong Kong, enhancing Siu Fook's compliance and industry integration capabilities [3][4] - The collaboration aims to integrate resources across cross-border payments, precious metals, and capital markets, facilitating the upgrade of Gao Ying Securities' virtual asset licenses [3][4] Group 2: RWA Market Potential - The RWA sector is gaining attention as traditional industries face growth slowdowns and virtual asset regulations become more defined, with a projected asset tokenization market size of $16 trillion by 2030 according to Boston Consulting Group [3][4] - Major institutions like BlackRock and Franklin Templeton are entering the market, indicating a trend towards tokenizing real assets such as gold, bonds, and real estate [3][4] Group 3: Business Model and Growth Strategy - Siu Fook's strategy involves leveraging its gold and jewelry assets to issue RWA products, providing inherent value stability and enhancing asset liquidity and financing channels [4][5] - The company plans to establish hundreds of overseas stores in the next 2-3 years, which will serve as both sales terminals and sources of high-quality assets for RWA issuance [6][7] - The overseas expansion is supported by a proven business model with a return on equity (ROE) in overseas stores reaching 2-3 times that of domestic stores, ensuring cash flow for further expansion [7][8] Group 4: Competitive Advantages and Market Differentiation - Siu Fook's competitive edge lies in its unique combination of supply chain advantages and cultural differentiation, allowing it to avoid price wars with international giants [8][9] - The company has established a risk-controlled expansion path through strategic partnerships with leading commercial real estate firms, reducing market entry costs [8][9] Group 5: Future Outlook and Valuation - Siu Fook is positioned to become the first listed company in the domestic jewelry industry to achieve systematic and large-scale issuance of gold RWA products, which could lead to a premium valuation in the capital market [10][11] - The company's ecosystem-building approach may allow it to transition from a product supplier to an industry infrastructure service provider, shifting its valuation focus from product margins to market share and ecosystem value [10][11] - The strategic synergy of "overseas expansion + RWA" is expected to drive Siu Fook's transformation into a digital ecosystem platform, unlocking significant financial value from its gold inventory [11]
ST天圣(002872.SZ):公司股票交易被叠加实施其他风险警示
Ge Long Hui A P P· 2025-09-12 14:15
格隆汇9月12日丨ST天圣(002872.SZ)公布,公司于2025年9月12日收到中国证券监督管理委员会重庆监 管局出具的《行政处罚事先告知书》,根据本次《行政处罚事先告知书》认定的情况,公司披露的年度 报告财务指标存在虚假记载,触及《深圳证券交易所股票上市规则》第9.8.1条第八项的情形,公司股票 将被叠加实施其他风险警示。本次被叠加实施其他风险警示后,股票简称仍为"ST天圣",股票代码仍 为002872,股票交易的日涨跌幅限制仍为5%。本次叠加其他风险警示,公司股票不停牌。 ...
周六福:打造“RWA+海外扩张”战略飞轮 黄金资产上链重构估值逻辑
Zhi Tong Cai Jing· 2025-09-12 14:15
Core Viewpoint - The strategic investment by Chow Tai Fook (周六福) in Gao Ying Securities (高盈证券) marks a significant move into the RWA (Real World Asset) sector, leveraging its asset attributes and channel advantages to explore compliant development paths in Hong Kong's digital asset market [1][3][11] Group 1: Strategic Investment and Partnerships - Chow Tai Fook, through its wholly-owned subsidiary, has completed a strategic investment in Gao Ying Securities, acquiring a 15% stake indirectly [1] - SwiftPass Hong Kong Limited, a subsidiary of Weifutong Technology, has also invested in Gao Ying Securities, holding an 18% stake [1] - This collaboration lays the foundation for long-term strategic synergy in the digital finance sector, focusing on cross-border payments, precious metals, and capital markets [3] Group 2: RWA Market Potential - The RWA sector is gaining attention as traditional industries face growth slowdowns and virtual asset regulations improve, with a projected tokenized asset scale reaching $16 trillion by 2030 according to Boston Consulting Group [3] - Major institutions like BlackRock and Franklin Templeton entering the market indicate a trend towards tokenizing real assets such as gold, bonds, and real estate [3] Group 3: Business Model and Growth Strategy - Chow Tai Fook's entry into the RWA market is not merely opportunistic but a strategic choice aligned with its asset characteristics and regulatory environment [4] - The company plans to establish hundreds of overseas stores in the next 2-3 years, which will serve as both sales terminals and sources of high-quality assets for RWA issuance [6] - Each new store will contribute to a growing pool of stable, globally recognized assets, enhancing the company's ability to issue RWA [6] Group 4: Competitive Advantages - The company's RWA products, anchored by gold and jewelry, provide inherent value stability and are easier to evaluate and custody [4] - Chow Tai Fook can leverage Gao Ying Securities' compliance licenses and financial capabilities to enhance asset liquidity and financing channels, supporting its overseas expansion [4] - The regulatory framework in Hong Kong requires virtual asset issuers to have practical application scenarios, which Chow Tai Fook's overseas operations naturally fulfill [6] Group 5: Financial Performance and Market Position - The overseas stores have demonstrated a return on equity (ROE) 2-3 times higher than domestic operations, validating the profitability of the business model [7] - The combination of supply chain advantages and cultural differentiation creates a structural competitive edge, ensuring high success rates for new stores [8] - The strategic partnership with leading commercial real estate firms reduces site selection risks and market entry costs, enhancing the feasibility of expansion [8] Group 6: Future Outlook and Valuation - Chow Tai Fook's dual strategy of overseas expansion and RWA development creates a self-reinforcing growth cycle, positioning the company as a pioneer in the RWA space [9][11] - The company is expected to enjoy valuation premiums as the first in the domestic jewelry industry to achieve systematic and scalable issuance of gold RWA products [10] - As the platform matures, Chow Tai Fook could transition from a product supplier to an industry infrastructure service provider, broadening its valuation metrics [10]
天机控股(01520.HK)9月12日耗资448.7万港元回购289.8万股
Ge Long Hui· 2025-09-12 14:10
格隆汇9月12日丨天机控股(01520.HK)公告,9月12日耗资448.7万港元回购289.8万股。 ...
甘肃银行(02139.HK)王锡真辞任行长兼执行董事
Ge Long Hui· 2025-09-12 14:10
格隆汇9月12日丨甘肃银行(02139.HK)宣布,董事会于近日收到行长兼执行董事王锡真的辞呈,因工作 调动原因,王锡真请求辞去行长、执行董事及董事会下设战略发展委员会、关联交易与风险控制委员会 及消费者权益保护委员会委员的职务。自2025年9月12日起王锡真不再于本行履职。 ...
天机控股9月12日斥资448.67万港元回购289.8万股
Zhi Tong Cai Jing· 2025-09-12 14:08
天机控股(01520)发布公告,于2025年9月12日,该公司斥资448.67万港元回购289.8万股。 ...
锅圈贵州酸汤项目:政企研协同书写乡村振兴 “酸辣新篇”
Jing Ji Guan Cha Wang· 2025-09-12 14:05
这场酸汤产业的变革,既为当地乡村振兴注入强心剂,也为传统食品行业打开了多重机遇窗口。从市场潜力看,随着消费者对特色、健康饮食的需求升级, 酸汤凭借非遗文化背书与健脾消食、清热解毒的特性,已展现出百亿级单品的潜力,苗苗食品不仅深度对接锅圈渠道,更吸引多家知名餐饮企业洽谈底料定 制,产业链上下游的研发、生产、物流环节均存在扩容空间。从模式价值看,"科研突破+企业转化+政府保障"的闭环,为酸菜、泡菜、糟粕醋等传统发酵 食品提供了可借鉴的升级路径——科研院所聚焦核心技术攻关,解决工业化的"卡脖子"问题;龙头企业承担市场对接与产能落地的角色,将实验室成果转化 为消费端产品;政府则通过政策引导与资源协调,保障农户利益与产业可持续性,这种三方协同模式,正打破传统农产品 "小散弱" 的困境,推动产业向集 群化、标准化发展。 研发人员培养驯化菌群 2025年初春,贵州黔东南台江县"魅力酸汤 味在苗乡"大会现场,16个酸汤产业链项目集中签约,24.18亿元资金涌入这片曾刚脱贫不久的土地——这场围绕 一碗苗家酸汤展开的产业盛会,不仅让有着千年历史的非遗美食站上百亿赛道起点,更标志着 "科研院所+龙头企业+地方政府"的政企研合作模式 ...
天机控股(01520)9月12日斥资448.67万港元回购289.8万股
智通财经网· 2025-09-12 14:04
智通财经APP讯,天机控股(01520)发布公告,于2025年9月12日,该公司斥资448.67万港元回购289.8万 股。 ...