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沙特与印尼经贸关系持续升温
Jing Ji Ri Bao· 2025-07-11 22:21
日前,沙特阿拉伯王储兼首相穆罕默德·本·萨勒曼接见了到访的印度尼西亚总统普拉博沃,双方共同主 持召开了沙特—印尼最高协调委员会第一次会议。两国领导人高度评价了双边经贸关系的紧密性,并一 致认为应进一步加强合作,特别是在两国共同优先发展的重点领域,支持私营部门建立伙伴关系,充分 对接沙特"2030愿景"与"黄金印尼2045"愿景,推动多领域合作深入开展。 本次访问期间,两国签署总价值270亿美元的合作协议与谅解备忘录,涵盖清洁能源、石化、医疗保 健、能源供应链、制药及健康技术等领域。 其中,沙特国际电力和水务公司(ACWA Power)与印尼主权财富基金"达南塔拉"、印尼国家石油公司 签署了谅解备忘录和合作协议,内容包括清洁能源项目的投资和开发等。项目总资金达100亿美元,助 力印尼实现能源转型目标,即到2034年使可再生能源在总能源结构中的比重提升至34%,到2060年使该 比重提升至87%。ACWA Power副董事长兼董事总经理拉阿德·萨阿迪称,该合作体现了对印尼的承诺, 支持印尼实现能源和水资源长期安全目标,建设可持续的、更加绿色的未来。 近年来,沙特与印尼经贸关系持续升温。据统计,2024年两国非石油 ...
欣旺达又成立一家新公司!
鑫椤锂电· 2025-07-11 06:54
欣圣元循环由深圳市欣旺达再生材料有限公司全资持股,后者为上市公司欣旺达(300207.SZ)的控股公 司(直接持股比例高达96.2308%)。 欣圣元循环的成立,意味着欣旺达在循环经济领域进一步发力 进固态电池群 ,加小编微信:13248122922 注:添加好友请备注 公司名称、姓名、职务,入群需发送1张您的纸质名片~ END 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源 :企查查 企查查消息显示,7月1日, 江西欣圣元循环科技有限公司 正式成立,法定代表人秦松鑫,注册资本 1000万元人民币,经营范围包含:电池制造,电池销售,新兴能源技术研发,蓄电池租赁,机械设备租 赁,储能技术服务,电池零配件销售,新能源汽车废旧动力蓄电池回收及梯次利用,资源再生利用技术研 发,再生资源销售等。 图片来源:企查查 ...
【私募调研记录】永安国富调研物产环能
Zheng Quan Zhi Xing· 2025-07-11 00:13
机构简介: 永安期货股份有限公司(简称:永安期货)是新三板挂牌企业,证券代码833840,注册资本人民币13.1 亿元。公司自成立以来经营规模牢固占据浙江省第一,是国内唯一连续十八年跻身全国十强行列的期货 公司。经营范围:商品期货经纪、金融期货经纪、期货投资咨询、资产管理、基金销售。公司总部设在 杭州,北京、上海、广州、深圳等38个城市设有营业部、分公司,美国芝加哥设有办事处,香港、新加 坡设有子公司。全资子公司--浙江永安资本管理有限公司、浙江中邦实业有限公司、中国新永安(香 港)期货有限公司;参股公司--永安国富资产管理有限公司、证通股份有限公司、浙江玉皇山南对冲基 金投资管理有限公司、浙江永安投资咨询有限公司(与欧洲交易量最大的自营交易商OSTC合资成 立)。公司积极创新拓展混业经营、风险管理、财富管理、互联网化、全球配置五大业务领域,致力于 成为国内第一、国际一流的综合金融衍生品服务商。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 根据市场公开信息及7月10日披露的机构调研信息,知名私募永安国富近期对1家上市公司进行了调研 ...
卓越新能收盘下跌5.92%,滚动市盈率29.01倍,总市值52.60亿元
Sou Hu Cai Jing· 2025-07-10 11:21
最新一期业绩显示,2025年一季报,公司实现营业收入7.09亿元,同比-18.39%;净利润6131.22万元, 同比111.22%,销售毛利率8.67%。 截至2025年一季报,共有9家机构持仓卓越新能,其中基金5家、其他2家、保险1家、券商1家,合计持 股数9189.02万股,持股市值41.25亿元。 龙岩卓越新能源股份有限公司的主营业务是废弃油脂资源生产生物柴油及生物基材料的利用。公司的主 要产品是1#生物柴油、2#生物柴油、3#生物柴油、4#生物柴油、生物酯增塑剂、工业甘油、环保型醇酸 树脂。公司是国家级高新技术企业、福建省循环经济示范企业、福建省创新型示范企业、福建省战略性 新兴产业骨干企业。子公司厦门卓越、卓越生物基被认定为国家级高新技术企业、福建省科技小巨人企 业、福建省专精特新中小企业。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13卓越新能29.0135.291.8452.60亿行业平均 47.7153.623.7780.94亿行业中值41.0742.342.4743.97亿1正丹股份8.1510.403.88123.80亿2梅花生物 10.2411.241.99308.10亿3 ...
研判2025!中国废弃资源综合利用行业政策汇总、产业链图谱、营业收入、利润总额及未来前景展望:格林美营业收入瑶瑶领先[图]
Chan Ye Xin Xi Wang· 2025-07-10 01:45
Core Viewpoint - The comprehensive utilization of waste resources in China is becoming increasingly important for sustainable urban development, driven by rising waste generation and the need for resource recycling under the "carbon peak and carbon neutrality" framework [1][12]. Market Overview - The waste resource comprehensive utilization industry in China is projected to achieve an operating income of 1,204.3 billion yuan in 2024, with a year-on-year growth of 2.70%, and a total profit of 22.82 billion yuan, also reflecting a growth of 2.61% [1][12]. - In the first four months of 2025, the industry has already completed an operating income of 377.67 billion yuan, generating a profit of 4.1 billion yuan [1]. Market Policies - A series of supportive policies have been issued to encourage the development of the waste resource comprehensive utilization industry, including guidelines for recycling systems and promoting green manufacturing [4][6]. Industry Chain - The upstream of the waste resource comprehensive utilization industry includes various sources of waste, such as residential, industrial, commercial, and agricultural waste, with collection channels including individual recyclers, community recycling stations, and direct collection by enterprises [7]. - The midstream involves the production of recycled products, utilizing recycled materials in various sectors, such as metals, plastics, paper, and construction materials [8]. Competitive Landscape - The industry is characterized by a large number of participants and a fragmented market structure, with 3,841 scale enterprises reported in 2024, marking an increase of 11.43% [16]. - Major companies in the industry include GreenMe, ShouChuang Environmental Protection, Camel Group, and others, with GreenMe leading in revenue at 33.2 billion yuan in 2024 [17][18]. Company Analysis - GreenMe has positioned itself as a leader in the waste recycling industry, achieving an operating income of 33.2 billion yuan, with 7.44 billion yuan from waste resource utilization, accounting for 22.4% of total revenue [20]. - Yiqiu Resources focuses on recycling aluminum, generating 6.999 billion yuan in total revenue, with 6.981 billion yuan from waste resource utilization, representing 99.74% of its total income [22]. Development Trends - Future trends indicate a collaborative approach among waste resource utilization enterprises and their upstream and downstream partners to enhance resource efficiency and economic benefits [24]. - There is an anticipated expansion into overseas markets, particularly in Southeast Asia and Africa, leveraging technological advantages to increase resource acquisition and market share [24].
以“无废城市”建设推动美丽城市建设
Zhong Guo Huan Jing Bao· 2025-07-10 01:44
美丽城市建设与"无废城市"建设对于未来城市的发展有着共同的追求。美丽城市建设的"五美"目标—— 绿色低碳、环境优美、生态宜居、安全健康、智慧高效,与"无废城市"追求的固体废物源头减量、循环 利用、安全处置等理念高度契合,均服务于高品质生活与高质量发展,共同指向资源节约、环境友好、 生态宜居的城市发展图景。 实现美丽城市是愿景,建设"无废城市"是重要的路径之一,关键在于将"无废"理念深度融入美丽城市规 划、建设与管理全流程。 以源头减量与绿色转型夯实美丽城市建设根基。压实生态环境、工信、住建、农业农村、卫健等相关部 门职责,推动跨区域固体废物处理处置协同、减污降碳协同。在产业端,加快工业企业绿色低碳发展进 程,硬性约束固体废物产生强度。推动制造业"无废"系统升级,锻造"无废"产业链,探索"无废"供应 链,为美丽城市注入绿色低碳产业动能。在生活端,增强全民生态环境保护的思想自觉和行动自觉,深 化固体废物处理等环保设施向公众开放工作,提升公众对"无废城市"建设的关注度。以一次性塑料制品 等为重点实施全链条治理,推广生活垃圾阶梯式计费等政策工具。 以风险防控与智慧监管筑牢美丽城市安全底线。强化数字化赋能,着力提高危险 ...
身价260亿,北理工学霸蝉联内蒙古首富
创业家· 2025-07-09 10:01
Core Viewpoint - The article highlights the journey of Du Jiangtao, the founder of Junzheng Group, from a humble background to becoming the wealthiest individual in Inner Mongolia, emphasizing his business acumen, strategic vision, and commitment to education and philanthropy [4][7][33]. Group 1: Background and Early Career - Du Jiangtao, a top student from Wuhai, Inner Mongolia, graduated from Beijing Institute of Technology and gained valuable business experience in Shenzhen during China's economic boom [9][10]. - He founded Beijing Junzheng Investment Management Consulting Co., marking the beginning of his entrepreneurial journey, where he successfully invested in major oil companies [11]. - In 2003, he returned to Inner Mongolia to capitalize on the region's rich resources, establishing Junzheng Group and expanding into various sectors including power generation and chemical logistics [12][13]. Group 2: Business Strategy and Growth - Junzheng Group operates under a "dual-wheel drive" strategy, focusing on energy chemicals and chemical logistics, creating a complete industrial chain [16]. - As of April 2025, Junzheng Group's total assets exceeded 42.8 billion, ranking among the top 500 chemical companies in China [16]. - The company has developed a circular economy model, effectively reducing production costs and addressing environmental concerns through innovative practices [17]. Group 3: Future Directions and Challenges - In March 2025, Junzheng Group announced a significant investment of 19.36 billion in a green energy project, indicating a strategic shift towards sustainable energy [21]. - The company aims to leverage the abundant renewable resources in Alxa to reduce hydrogen production costs, enhancing its competitive edge [22]. - However, challenges include declining profit margins and environmental compliance issues, which could impact the company's reputation and financial stability [27][28]. Group 4: Philanthropy and Social Responsibility - Du Jiangtao is known for his philanthropic efforts, particularly in education, having donated substantial amounts to his alma mater and local schools [31][32]. - His commitment to social responsibility reflects a broader trend among Chinese entrepreneurs to contribute positively to society while pursuing business success [33].
政策+技术+需求三重驱动:循环快递箱亿元级市场崛起
3 6 Ke· 2025-07-09 08:04
Core Insights - In 2024, China's express delivery volume surpassed 170 billion packages, maintaining its position as the world's largest market for the 11th consecutive year, highlighting the significant environmental impact of packaging materials used in the industry [1] - The shift towards green packaging is driven by policies, corporate initiatives, and technological advancements, with a focus on reusable packaging solutions like circular express boxes to address the challenges of high costs and low recycling rates [1][15] Group 1: Industry Trends - The concept of "gray environmentalism" was introduced by entrepreneur Chai Aina in 2017, emphasizing that packaging should not be single-use but reusable, marking the beginning of a gradual transition towards sustainable logistics [2] - Gray Environmental's first product, made from renewable materials, has attracted significant investment, enabling the deployment of over 10 million circular boxes across China, resulting in a reduction of approximately 160,000 tons of carbon emissions [4][6] - The circular packaging model is gaining traction among major brands like Anta, which has reported significant cost savings and environmental benefits from using circular boxes for short-distance transportation [6][8] Group 2: Challenges and Solutions - The scalability of circular packaging faces challenges such as high initial costs, complex recovery processes, low consumer participation, and data sharing issues among stakeholders [7] - SF Express has been a pioneer in implementing circular packaging, having deployed over 1.4 million circular boxes by 2021, but still faces challenges in user awareness and operational complexity [8][9] - The integration of circular packaging into cold chain logistics has shown promising results, with SF Express reporting significant carbon reductions through the use of reusable cold transport boxes [9][14] Group 3: Corporate Strategies - JD.com has developed a diverse circular packaging system under its "Qingliu Plan," achieving over 70 million uses annually, focusing on product variety and ecological layout [10][12] - EMS is leveraging its extensive network to implement smart reusable packaging solutions, allowing users to easily return packaging through a mobile app [13][14] - The future of circular packaging relies on a collaborative approach among technology, user engagement, and corporate execution to create a sustainable system [14] Group 4: Policy Influence - The development of circular packaging is accelerating due to strengthened policy guidance, with clear targets set for the promotion of reusable packaging [15][16] - The revised "Interim Regulations on Express Delivery" effective June 1, 2025, mandates express companies to establish packaging operation standards and recycling management systems, making circular packaging a compliance requirement [16][17] - Recommendations for effective implementation include creating a shared recovery system, addressing data barriers, and adopting international best practices to support the transition to circular packaging [17]
青春当先开新局|青春“绿”动力:激活山东高质量发展新活力
Qi Lu Wan Bao· 2025-07-09 03:12
齐鲁晚报·齐鲁壹点记者 白新鑫 山东力诺瑞特新能源有限公司研发团队与上海交通大学联合攻关,成功开发出180℃高温热泵蒸汽系统,节能率突破40%。 该技术已应用于酿酒、化工等高耗能领域,替代传统燃煤锅炉,入选国家科技进步奖项目。其建设的全球首座太阳能平板 集热器"黑灯工厂",通过智能控制实现零碳排放生产,成为工业热力系统低碳转型的示范样板。 太阳能驱动"黑灯工厂"全速运转,小麦从育种到深加工实现全程零废弃,化工废弃物在先进工艺中实现资源重生……在山 东加速构建绿色低碳循环经济体系的进程中,青年力量正成为关键技术突破与产业模式创新的关键引擎。 7月1日至4日,由团省委组织的2025年第一期"青春当先开新局"融媒采风活动走进济南、滨州、东营三地,深入探访多家民 营企业,解码青年人才如何以科技赋能产业转型,推动绿色循环经济体系加速成型。 一幅幅青年创新创业推动发展的生动画卷,成为山东经济高质量发展的最美注脚。 新材料与新能源的绿色攻坚 在产业链上游,一场由青年主导的技术革命正打破国际垄断,夯实绿色根基。 山东国瓷功能材料股份有限公司研发工程师王键带领团队,向柴油车尾气处理的"卡脖子"技术发起冲锋。面对长期被国外 企业 ...
龙蟠科技(603906.SH/02465.HK):荣获ESG环境友好卓越企业,彰显长期价值底色
Ge Long Hui· 2025-07-09 01:48
在近期于深圳举办的"格隆汇·中期策略峰会·2025"上,"格隆汇金格奖"ESG卓越榜单隆重揭晓,龙蟠科技凭借在推动绿色、可持续发展方面的出色表现,荣 获"ESG环境友好卓越企业"称号。 另一方面,公司也建立了完善的环境管理体系,严格控制污染物和废弃物排放,引入先进污染控制技术,并持续监测各项排放数据,不断优化环保措施。 如在废气管理方面,龙蟠科技严格遵守相关法律法规,采用先进的废气处理技术和设备,确保废气100%达标排放。 在废水管理上,公司同样遵循严格标准,2024年废水排放总量为40.39万吨,废水达标排放率达到100%。同时,公司积极实施节水项目,推进水资源的循环 利用。如旗下宜春龙蟠时代通过冷凝水回收技改项目,预计每年可节约用水量约20万吨,显著提高了水资源利用效率。 在固体废弃物管理方面,龙蟠科技秉持"减量化、资源化、无害化"原则,积极采取措施减少危险废弃物的产生,并通过优化生产工艺、提升资源利用效率等 方式降低危险废弃物的处置量。 作为一家以绿色新能源核心材料为主导的国际化科技企业,龙蟠科技能够荣获此次奖项,不仅是对其在节能减排、循环经济及生态保护等方面所做努力的高 度认可,更凸显了其在可持续发展 ...