浙江云中马股份有限公司2025 年半年度报告 公司代码：603130 公司简称：云中马 浙江云中马股份有限公司 浙江云中马股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人叶福忠、主管会计工作负责人刘雪梅及会计机构负责人（会计主管人员）刘雪 梅声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的公司未来计划、发展战略等前瞻性描述，不构成公司对投资者的实质性承诺， 敬请广大投资者注意防范投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 否 十一、 其他 □适用 √不 ...

工厂，锻造产业之变的强动能。湖州"转型金融贷"助力鸿昌铝业改造生产线，节能又提效，传统工业增 添新活力； 电站，释放能源之变的新探索。舟山LHD海洋潮流能发电站，海底造"风车"，自主建机组，海水涨落也 能变"绿电"； 园区，汇聚碳排之变的大潜力。杭州茧SPACE产业园，光伏发电替碳，设备改造降碳，资源回收固 碳，购买碳汇易碳，园区从每年1771吨碳排放变"零碳"。 2023年9月，习近平总书记在浙江考察时强调："坚定不移推动发展方式绿色转型，建立完善绿色低碳循 环发展的经济体系。" 产业升级、能源转型、体制创新，浙江以发展"含绿量"提升增长"含金量"。行走之江大地，绿色 之"变"，处处可见。 "变"，在转型升级。 东海之滨，风叶高转。光伏板反光间，20万吨级集装箱船缓缓靠泊，智能集卡有序穿梭……绿色与智 慧，交织在宁波舟山港梅山港区岸线。今年前7月，梅山港区集装箱吞吐量747.82万标准箱，同比增长 14.66%。 6月，随着最后一台6.25兆瓦级风机并网，梅山港区风光储一体化项目全面投运，2024年以来累计发电 超4000万千瓦时，相当于减少碳排放约2.4万吨，支撑世界级大港的强劲脉动。 "港区大型设备电气 ...

Core Viewpoint - The article highlights the significant achievements in carbon peak and carbon neutrality initiatives in China over the past five years, emphasizing the collaborative efforts across regions and sectors to promote green transformation in economic and social development [1][3]. Group 1: Policy Framework - The national level has introduced two key top-level design documents for "dual carbon" work, including the "Action Plan for Carbon Peak Before 2030" [3]. - A total of 12 sector-specific carbon peak implementation plans and over 30 supporting schemes covering technology, finance, standards, and consumption have been developed [3]. Group 2: Energy Transition - By 2024, China's energy consumption per unit of GDP is expected to decrease by 11.6% compared to 2020, equating to a reduction of 1.1 billion tons of CO2 emissions, making it one of the fastest countries in terms of energy intensity reduction globally [7]. - The share of coal consumption in China has decreased from 56.8% in 2020 to 53.2% in 2024, while the share of non-fossil energy consumption has increased from 15.9% to 19.8% [13]. Group 3: Renewable Energy Development - China has the largest renewable energy generation capacity in the world, with a total installed capacity reaching 2.159 billion kilowatts by June 2025, accounting for approximately 59.2% of the country's total installed capacity [13]. - The country has cultivated 66 national-level strategic emerging industry clusters and over 6,400 national-level green factories [9]. Group 4: Green Infrastructure - By 2024, the proportion of newly built green buildings in urban areas is expected to exceed 97%, with energy-efficient buildings accounting for over 66% of existing urban building area [14]. - The area of clean heating in northern regions has reached 2.09 billion square meters, representing nearly a 50% increase since 2020 [14].

Core Points - The article highlights the 20th anniversary of the "Green Mountains and Clear Water are Gold and Silver Mountains" concept, emphasizing China's commitment to carbon peak and carbon neutrality goals [1] - The National Development and Reform Commission (NDRC) has established a comprehensive carbon reduction policy framework and is actively promoting carbon peak and carbon neutrality initiatives [3] Group 1: Carbon Reduction Initiatives - China has integrated carbon peak and carbon neutrality into the overall layout of ecological civilization and economic development [3] - The country aims to build a green, low-carbon, and circular economic system, enhancing industrial structure and green development levels [3] - By 2024, China's energy consumption per unit of GDP is expected to decrease by 11.6% compared to 2020, equivalent to a reduction of 1.1 billion tons of CO2 emissions [3] Group 2: Renewable Energy and Electric Vehicles - China has the largest installed capacity of renewable energy generation globally and the fastest development speed, maintaining a leading position in new installations [5] - The annual production and sales of new energy vehicles in China exceed 12 million units, holding over half of the global market share [5] Group 3: Future Plans and Mechanisms - The country will transition from energy consumption dual control to carbon emissions dual control, establishing a comprehensive evaluation and assessment system for carbon peak and neutrality [7] - There will be a focus on managing high energy consumption and high emission projects, with strengthened energy-saving review management for major projects in key industries [7]

Group 1 - The central government of China has elevated the construction of a green, low-carbon, and circular development economic system to a national strategy, emphasizing the need to improve the green development standard system [1] - The National Development and Reform Commission, along with other ministries, has initiated a plan to support the establishment of zero-carbon parks, aiming for a step-by-step transition towards low-carbon and zero-carbon modifications in various parks and enterprises [1] - The China Light Industry Federation plans to enhance the green product standards, certification, and labeling system during the 14th Five-Year Plan period, aiming to select 100 benchmark enterprises in green manufacturing [1] Group 2 - Various light industry organizations and enterprises are actively responding to national calls by developing relevant standards and conducting training courses to establish a unified carbon footprint management system [2] - The China Lighting Electrical Association has released three group standards for carbon footprint accounting related to lighting products, while other associations have also published standards for household appliances, bicycles, and paper products [2] - The China Plastics Processing Industry Association has organized training sessions for professionals in carbon footprint evaluation and carbon asset management [2] Group 3 - The China Light Industry Information Center is exploring the use of information technology to implement carbon footprint accounting in the light industry [3] - Carbon labeling is identified as a core tool for quantifying the carbon emissions of products throughout their lifecycle, facilitating the identification of emission reduction points in the industrial chain [3] - The China Light Industry Information Center has issued a call for light industry enterprises to establish a carbon labeling system, promoting the construction of standard systems and service platforms to support the green and digital transformation of the industry [3]

Core Viewpoint - The transformation of coal gangue into a new type of building material, coal gangue bricks, by Jingfang Coal Industry represents a significant innovation, turning waste into a valuable resource and addressing environmental concerns [2][21]. Group 1: Product Demand and Market Performance - The new building materials factory of Jingfang Coal Industry has seen a surge in demand, with sales of standard bricks exceeding 36 million units in the first half of the year, a 43.8% increase compared to 2024, generating an additional revenue of over 3.8 million yuan [4][5]. - The bricks made from coal gangue exhibit superior strength and performance compared to traditional bricks, being over three times harder and offering improved moisture resistance, seismic resistance, and weathering resistance [4][13]. Group 2: Historical Context and Challenges - Prior to the establishment of the new building materials factory, coal gangue was treated as waste, with significant costs incurred for its disposal, amounting to over 100 million yuan from the early 1990s until 2004 [9][10]. - The company faced initial challenges in brick production, including issues with raw material purity and inconsistent heating, which were addressed through the implementation of additional quality control measures [15][19]. Group 3: Technological Advancements and Production Capacity - The introduction of a second automated production line in 2008 significantly increased the factory's capacity by 65 million bricks annually, allowing for the processing of over 200,000 tons of coal gangue [17][19]. - Advanced technologies, such as the use of vacuum extrusion and precise temperature control, have improved product quality, with the yield rate rising from 90% to over 98% [18][19]. Group 4: Environmental Impact and Sustainability - The new building materials factory has transformed coal gangue from an environmental burden into a "green asset," contributing to a sustainable production chain that includes pollution control and waste heat recovery [21][25]. - The factory's emissions are now below national ultra-low emission standards, and it has been recognized as a model for environmental compliance by the Ministry of Ecology and Environment [25][27].

Core Insights - The world's first 200,000 tons/year mixed waste plastic resource utilization demonstration project has successfully commenced trial production in Jieyang, Guangdong, marking a significant milestone in the industrialization of waste plastic high-value and harmless utilization [1] Group 1: Project Overview - The project utilizes a globally pioneering deep catalytic cracking technology for mixed waste plastics, enabling the direct conversion of low-value mixed waste plastics into high-value chemical raw materials [1] - This innovative technology is expected to process 50 million tons of waste plastics, significantly reducing carbon dioxide emissions by 250 million tons compared to traditional methods of producing chemical raw materials from crude oil [1] Group 2: Environmental Impact - The project can replace 10 million tons of crude oil, contributing positively to the reduction of fossil energy reliance and promoting green low-carbon circular development [1]

Core Points - The Hainan Shipping Environmental Base has officially opened, addressing the historical challenge of shipping waste disposal in Hainan and completing the "ship-port-factory" pollution management loop [2][3] - The base, constructed by China COSCO Shipping Group's Hainan COSCO Shipping Environmental Technology Co., covers an area of approximately 40 acres and utilizes existing resources to provide reception services for ship waste [2] - The first phase of the project has a processing capacity of 30,000 tons per year and includes facilities for storage, wastewater treatment, and service areas, with plans to expand capabilities for handling various pollutants [2][3] Industry Impact - The establishment of the Hainan Shipping Environmental Base will support the implementation of the Hainan Province Ship Pollution Prevention Regulations and serve as a model for innovative cooperation between central and local governments [3] - Future initiatives include the development of a "decarbonized shipping corridor" in collaboration with upstream and downstream enterprises, and the creation of a ship environmental database with maritime authorities [3] - The project aims to leverage the carbon capture and storage (CCUS) potential in the Fushan depression area of Chengmai County, positioning Hainan as a leader in green and low-carbon shipping development [3]

Core Viewpoint - The Suqian Ecological Chemical Technology Industrial Park has been recognized as a green chemical park for 2024, focusing on clean production and low-carbon development to align with China's dual carbon goals [1] Group 1: Green Development Initiatives - The park has established a clean production audit system, simplifying the process from seven stages and 35 steps to three key phases, enhancing efficiency and reducing costs [2] - A clean production evaluation system has been developed, incorporating national standards and expert opinions to create quantifiable and assessable indicators [2] - The park has integrated a digital platform for clean production audits, facilitating a comprehensive online workflow for enterprises and experts [2] Group 2: Enterprise Development Mechanism - A tiered development system has been created to promote green transformation among enterprises, with strict entry criteria to exclude high-risk and polluting projects [3] - The park has initiated ESG practices, becoming a pioneer in implementing environmental, social, and governance standards in the chemical industry [3] - Since the 14th Five-Year Plan, the park has nurtured several green enterprises, including one national-level green factory and multiple provincial-level green factories [3] Group 3: Smart Management and Monitoring - The park has adopted advanced technologies like IoT, AI, and blockchain to create a smart management system, recognized nationally for its innovation [4] - A comprehensive environmental monitoring network has been established, including over 300 online monitoring devices for wastewater and 180 for rainwater [4] - The park has developed a water resource management system to enhance efficiency and has been approved as a provincial-level water-saving industrial park [4] Group 4: Performance Outcomes - The park has achieved zero major environmental risks and significantly reduced public complaints regarding environmental issues, while enhancing the competitiveness of enterprises [5] - In the past three years, the park has added three manufacturing champions and six national-level specialized and innovative "little giant" enterprises [5]

Core Insights - Lanzhou Bank Zhangye Branch has successfully issued a specialized loan for a distributed photovoltaic project to Zhangye Grain and Oil Reserve Company, promoting the transformation of local grain storage systems towards "low-carbon granaries" through a combination of finance and technology [1][2] Group 1: Project Details - The photovoltaic project, with a capacity of 397.6 kilowatts, is the first of its kind on a grain storage facility in Gansu Province, initiated on March 26, 2025, involving the installation of 560 high-efficiency monocrystalline silicon panels on a 3,000 square meter roof [1] - The construction team optimized processes such as prefabricated component hoisting and intelligent inverter cluster debugging, reducing the construction period by 50%, achieving full capacity grid connection in just 2 months [1] Group 2: Economic and Ecological Benefits - The project operates on a "self-consumption and surplus electricity grid connection" model, with an annual electricity generation of 640,000 kilowatt-hours, covering 75% of the grain storage facility's annual electricity needs, and saving the company nearly 200,000 yuan in electricity costs each year [1] - Annually, the project is expected to reduce carbon dioxide emissions by 510 tons, significantly contributing to green and low-carbon development [1] Group 3: Strategic Implications - The successful loan issuance reflects Lanzhou Bank Zhangye Branch's commitment to the national "Thousand Households and Ten Thousand Households Solar Action," facilitating the integration of agricultural infrastructure with renewable energy [2] - The innovative grid connection scheme using "flexible grid connection + intelligent monitoring" technology addresses equipment protection challenges in dusty environments, providing a replicable model for similar projects in Gansu Province [2] - The bank has established a green credit working group to enhance green financial supply and service capabilities, marking this loan as another successful case in the green finance sector [2]