毫米级攻坚：从"煤耗曲线"到"全员战场" 截至2025年9月底，云南省能源投资集团有限公司曲靖电厂（以下简称"曲靖电厂"）煤耗指标较预算降低7.4克／千瓦时，相当于年节约标煤近3万吨，降低 燃料成本近3000万元。 这场始于云南能投集团年中工作会后的"降煤耗战役"，让这座百万千瓦级电厂在能源保供与精益管理的双重考验中，交出了一份"克克计较"的硬核答卷。 转自：新华财经 这场"显微镜级"的技术革命已渗透到电厂每个角落。"锅炉效率、汽机热耗、厂用电率，每个大指标都藏着0.1克的优化空间。"曲靖电厂发电部相关负责人 表示，团队通过制定宽负荷运行参数调整策略，将煤耗管控精度提升至小数点后两位。设备部则聚焦技术创新，在"三精管理"的引领下，半年内完成137 项"微改造"，从凝结水泵叶轮改型到冷却水系统优化，累计节约标煤超8000吨。 编辑：穆皓 精益理念更通过"竞技热潮"融入日常。发电部以"小指标竞赛"为抓手，将除盐水补水、负荷响应速率等指标纳入班组考核，与绩效奖金直接挂钩。90后巡检 员丁衍介绍，班组通过红外测温仪监测管道温度，对0.5℃以上异常波动实时分析，仅疏水阀内漏整改就使热损失下降3%。据介绍，截至9月底，该 ...

实施易地搬迁 解决安保隐患 据海泉化学相关负责人介绍，该公司是湄洲湾氯碱工业公司(以下简称氯碱公司)装置搬迁后新设立的企 业。同时，海泉化学购入氯碱公司搬迁装置资产，成建制接收氯碱公司人员。 2021年，尽管市场行情持续向好，氯碱公司月利润超亿元，但他们还是毅然做出了全面停产、启动搬迁 的艰难决定——只为彻底解决安全环保隐患，打开长远发展空间。最终，经过科学严谨的选址论证，该 公司选择落户古雷石化基地。 随着城市化进程的飞速推进，"厂居混杂"问题日益凸显，安全环保压力与日俱增，企业发展空间受到严 重制约，搬迁改造成为关乎企业生存和履行社会责任的唯一出路。 在福建漳州，记者探访到了这样一家企业——福建海泉化学有限公司(以下简称海泉化学)。该公司通过 整体搬迁至古雷石化基地，实现了年产值提升5倍以上的跨越式发展。 "与国内同行普遍将旧设备当废铁处置的做法不同，我们经过精密的技术和经济论证，做出了大规模利 旧的大胆决策。这面临着设备拆解损伤、长途运输风险、长期存放保养、与新厂设计对接等一系列世界 级难题。"福建省能源石化集团相关负责人向记者介绍说，他们对全厂设备进行了"一台一策"的评估， 最终确定可利旧固定资产42 ...

近些年来，每逢节假日，新能源车主的"里程焦虑"都会成为话题。这两天，也有一些车主吐槽，在高速 服务区排队充电，睡一觉起来，还没排到。 我国已建成世界上数量最多、辐射面积最大的充电基础设施体系。为什么排队充电的情况在节假日还存 在？ 除此之外，更要加强管理、优化服务。有的地方开发小程序，为车主提供充电信息查询服务；有的地方 推广普及快充技术，在需求量较大的景区等增设快充桩和换电站，有效缩短充换电时间；不少高速公路 充电点预判充电高峰期，按需增设移动充电设施……解决"充电难"，还要在精细化管理方面多下功夫。 破解"里程焦虑"，是提升车主出行体验的关键一环。随着充电基础设施体系不断完善，新能源汽车消费 潜力将不断释放，更好支撑相关产业发展。 《 人民日报 》（ 2025年10月05日 02 版） (责编：白宇、卫嘉) 这实属"成长的烦恼"。10月1日，高速公路新能源汽车充电量同比增长41.95%，创历史新高。正是由于 新出车型续航整体提升和充电桩网络不断完善，越来越多人选择驾驶新能源汽车长途旅行。如何在继续 成长中解决这一烦恼？ 继续新建充电桩并推动均衡布局。在城市环境中，新能源车主的日常充电需求基本得到满足。然而 ...

Summary of Haier Smart Home Conference Call Company Overview - **Company**: Haier Smart Home - **Date**: September 26, 2025 Key Points Industry Performance - **Domestic Market Growth**: Haier Smart Home reported a strong performance in the domestic market with an overall revenue growth of 10% in the first half of 2025. The Casarte brand grew by 21% and the RED brand by 17% due to inventory management and digital marketing transformations [2][3][4] - **International Market Challenges**: Despite facing high inflation and interest rates in the U.S. market, Haier achieved a 2% revenue growth, outperforming peers who experienced a decline of 2% [2][3] - **Emerging Markets Growth**: Revenue from emerging markets such as South Asia, Southeast Asia, and the Middle East and Africa grew by 33%, 18%, and over 60%, respectively, with revenue share increasing by more than 5 percentage points year-on-year [2][3] Financial Performance - **Profit Growth**: The company reported a profit growth of nearly 16% in the first half of 2025, with the second quarter exceeding expectations [3] - **Sales Performance**: The air conditioning business showed exceptional performance with retail sales increasing over 40% year-on-year in the first half, and approximately 20% in August [2][3][7] Brand and Product Strategy - **Casarte Brand Recovery**: The Casarte brand returned to a healthy growth trajectory, with online sales increasing by about 40% in the first half of 2025, raising its online sales share by approximately 5 percentage points [2][9] - **Product Innovation**: New product launches, such as a 20 kg heat pump washer-dryer, have significantly driven market demand [9] European Market Focus - **Revenue Target**: Haier aims to increase its white goods revenue in Europe to €3 billion, targeting a median profit margin [4][12] - **Market Share Improvement**: The company has increased its market share in Europe by 0.8 percentage points, with a focus on improving operational efficiency through local team integration [11][12] Future Outlook - **2025 Revenue and Profit Goals**: Haier aims for mid-to-high single-digit revenue growth and double-digit profit growth in 2025, supported by enhanced competitiveness and shareholder value initiatives [4][16] - **Market Conditions**: Anticipated U.S. dollar interest rate cuts are expected to stimulate real estate demand, positively impacting industry demand [17] Inventory and Supply Chain Management - **Inventory Levels**: The company reported a reduction in domestic inventory by over ¥3 billion in the first half of the year, maintaining a balanced inventory level [8] - **Localization Strategy**: Haier is focusing on local production in emerging markets, with significant local sourcing in its Mexico factory [14][15] Additional Insights - **Impact of Currency Reserves**: Foreign exchange reserves have a limited impact on operations as funds are primarily held locally [13] - **Pricing Strategy**: Price increases of approximately 2% were implemented in the first half of the year, with potential for further increases in the second half [13] This summary encapsulates the key insights and data from the Haier Smart Home conference call, highlighting the company's performance, strategic initiatives, and future outlook in the context of the current market environment.

Group 1: Business Overview - The company primarily focuses on waste-to-energy projects, with a daily processing capacity of over 50,000 tons and an annual waste treatment exceeding 20 million tons, accounting for approximately 7%-8% of the national waste incineration volume [1] - The company aims to enhance its market development, pursue mergers and acquisitions, and optimize management to diversify revenue sources while improving profitability in its core waste incineration business [1] Group 2: Financial Performance - The company has experienced significant profit growth in the first half of the year due to enhanced operational efficiency, stable revenue, optimized costs, and reduced expenses [1] - The company is actively working on collecting accounts receivable, focusing on major debt recovery risks and utilizing information technology for better management [2] Group 3: Revenue Growth - The company supplied 914,500 tons of steam, marking a year-on-year increase of 38.11%, and provided 227,300 gigajoules of heat, which is a 14.30% increase compared to the previous year [2] Group 4: International Expansion - The overseas business for electrical equipment has seen rapid growth, and the company plans to cautiously expand its waste-to-energy operations in international markets, particularly in countries aligned with the Belt and Road Initiative [2]

Investment Rating - The report maintains a "Recommended" rating for the company with a target price of 20.3 yuan [2][8]. Core Insights - The company demonstrated stable revenue growth with a 1.3% year-on-year increase in revenue to 13.52 billion yuan in the first half of 2025, while net profit attributable to shareholders rose by 21.4% to 800 million yuan [2][8]. - The growth in revenue is attributed to the performance of existing stores and contributions from newly opened and franchised stores, while profit growth is driven by revenue increase, improved management efficiency, and effective control of total operating costs [2][8]. - The company is focusing on high-quality development and expanding its presence in Southern China while dynamically optimizing its store network [2][8]. Financial Performance - In the first half of 2025, the company had a total of 16,833 stores, a 4.2% increase year-on-year, with a decrease in direct-operated stores by 3.7% and a 20.2% increase in franchised stores [2][8]. - The retail pharmacy business generated revenue of 11 billion yuan, a slight decline of 0.5% year-on-year, while the gross margin improved by 0.4 percentage points to 37.6% [2][8]. - The company’s net profit margin increased to 6.3%, up by 1.0 percentage points year-on-year, indicating effective cost control measures [2][8]. Future Projections - The report adjusts the company's net profit forecasts for 2025-2027 to 1.16 billion yuan, 1.33 billion yuan, and 1.53 billion yuan, respectively, with year-on-year growth rates of 27%, 15%, and 15% [2][8]. - The projected earnings per share (EPS) for 2025 is 1.02 yuan, with a price-to-earnings (P/E) ratio of 20 times [2][8].

Core Viewpoint - Jihong Co., Ltd. (002803.SZ) expects a significant increase in net profit attributable to shareholders for the first three quarters of 2025, projecting a range of 208.74 million to 222.21 million yuan, representing a growth of 55.00% to 65.00% compared to the same period last year [1] Group 1: Business Performance - The cross-border social e-commerce business has deepened brand building and regional expansion, leading to substantial growth in revenue and profit [1] - The packaging business has enhanced operational efficiency through strategic cooperation with leading fast-moving consumer goods companies, resulting in a notable improvement in profitability [1]

证券日报网讯四川双马（000935）9月19日在互动平台回答投资者提问时表示，今年以来，公司围绕既 定战略积极推进布局，在市场拓展、核心产品研发创新及全链条成本优化管控等领域持续发力。公司将 进一步深度挖掘市场潜在机遇，以精细化管理提升经营效率与综合管理水平，力争以优良的业绩回报广 大投资者。具体业绩情况请届时关注公司相关公告。 ...

据介绍，2025年暑运期间，首都航空机械原因不安全事件同比减少60%，连续两年暑运未发生人为原因 责任事件，安全保障能力持续提升。飞机状态方面，维修工程部通过专人每日跟踪DD撤除、优先保障 关键系统航材、协同运控AOC与市场部优化航班过夜计划、值班干部严格把关保留退单等举措，确保 机队状态安全平稳运行，首都航空机队保留故障平均单机比降至0.156，较去年同期进一步优化，机械 航材延误千次率同比下降46%。这一成果得益于工程部梳理往年多发性故障制定专项维护措施、重点推 进座椅限制保留撤除、下发换季保障指令强化航后检查、协同海技提升故障处置效率等系列行动。针对 发动机等核心关键系统，维修工程部党支部联合各业务部门识别风险并制定管控措施，深入开展发动机 精细化全生命周期管控，从剩余循环监控、拆装计划、返厂修理、市场匹配等维度优化管理，在保证安 全的前提下进一步提高发动机使用效率，为后续航空运输保障夯实基础。 在运力保障方面，维修工程部党支部组建关键岗位专业团队开展暑运运力恢复专项攻坚，确保16架次高 级别定检飞机全部在暑运前完成出厂并投入运行，实现旺季"零高级别定检占用运力"，为暑运高峰运力 供给提供有力支撑。 《 ...

Core Viewpoint - The Shanxi Coking Tar Processing Plant is implementing various measures to reduce costs and enhance high-quality development through external benchmarking, internal potential tapping, and refined management [1] Group 1: Cost Control Measures - The plant is conducting comprehensive benchmarking with industry-leading companies through both telephone communication and on-site investigations, focusing on process operation and cost control [1] - A "monthly reporting and weekly scheduling" mechanism has been established, where core cost elements such as water, electricity, and maintenance fees are analyzed monthly, leading to targeted actions to improve product recovery rates [1] - The plant has developed a three-tier cost control system at the factory, workshop, and team levels, promoting "zero-based project" management and incorporating performance assessments related to material recycling and technical breakthroughs [1] Group 2: Efficiency and Production Management - The plant strictly implements a production strategy based on sales, efficiency, and current conditions, with daily tracking and coordination of production and sales dynamics [1] - Lean production and sales guidance are emphasized, with daily proactive and focused scheduling to accurately monitor production anomalies and address issues in the production and sales process [1]