在工程机械绿色转型的浪潮中，朗高电机已凭借领先的技术实力走在行业前沿。 作为国内新能源商用车及工程机械专用电机领域的领军企业，朗高电机在第十七届北京工程 机械展上重磅展示了全新扁线电机平台解决方案，包括扁线定子绕组、新能源宽体矿卡主驱 电机（扁线）、装载机高速液压电机（扁线）、装载机高速行走电机（扁线），以及新能源 宽体矿卡增程发电机、电动轮矿卡轮边多相电机等系列整机与零部件产品，成为展会瞩目的 焦点。 在当前工程机械领域绿色化、高效化、智能化转型的关键时期，朗高电机扮演着怎样的角 色？又是如何确立其在新能源商用车电机行业的标杆地位？通过与朗高电机相关负责人的深 度对话，答案逐渐清晰。 直击行业痛点 全方位覆盖多元场景 与主要在铺装公路运营的商用车不同，工程机械车辆多服役于泥泞、坑洼等野外极端恶劣环 境，这对车辆的动力性能和作业效率提出了极高要求。同时，严苛的作业环境常常需要电机 及零部件在强振动冲击、高原、低温、泥浆淹没等极端条件下正常运行，对产品的可靠性和 环境适应性构成严峻考验。 为满足客户对高效运营的追求，朗高电机专为工程机械行业创新推出了新一代扁线电机，适 配新能源宽体矿卡和新能源装载机。与传统圆线 ...

在全球碳中和背景下，隆基绿能制定了清晰的国际化战略，实现了从"中国制造"到"全球价值共生"的跨 越式发展。2024年，公司海外收入占比超过50%，其中中东非地区组件销量同比增长76%，巴基斯坦市 场销量激增136%。即使在行业整体承压的2025年上半年，隆基依然通过全球化布局实现了业务韧性。 公司在美国本土的组件产能已实现满产满销，马来西亚电池产能受美国关税影响较小，有效保障了在高 价值市场的持续出货。 近日，由招商证券主办的"相伴成长 共赢未来"走进上市公司深度调研系列活动走进隆基绿能科技股份 有限公司（简称"隆基绿能"，601012），带领投资者实地探访这家全球光伏产业的领军企业。通过高管 访谈、业务分享、展厅参观等环节，隆基绿能全面展示了其在技术创新、全球化布局及绿色可持续发展 领域的卓越成就，为投资者与企业搭建了深度交流的桥梁。 活动中，招商证券西北分公司总经理赵欣义与隆基绿能董事会秘书刘晓东分别发表致辞。赵欣义高度评 价隆基绿能，称其为光伏产业的领军者，以技术创新突破行业边界，用全球化视野践行绿色使命，为中 国企业参与全球能源革命树立了标杆。 刘晓东则进一步阐述了隆基绿能在当前中国高质量发展关键期的 ...

人气爆棚引关注 2025年9月17日至19日第二十三届中国国际橡胶技术展览会(RubberTech China 2025)在上海新国际博览中 心举办。圣奥化学携新老产品和解决方案亮相展会现场。 开展首日，圣奥化学展台吸引了不同背景的专业人士参观咨询，洽谈交流的国内外客户络绎不绝。既有 与公司保持长期合作的老客户，也有来自全球各地的新朋友，双方围绕各类产品的特性、应用场景、可 持续发展举措以及未来战略规划等方面展开深入沟通。圣奥化学致力于为客户提供更优质环保的产品和 更稳定高效的服务，不仅为公司未来的战略布局与研发方向提供了重要指导，也将帮助公司更精准地满 足客户多样化的需求。中国中化副总经理、党组成员王力刚莅临圣奥化学展台，了解公司在科技研发、 创新技术、绿色产品等方面的优势，以及在促进剂、防老剂、特种酮产品上取得的积极进展。中化国际 总经理庞小琳，中化国际副总经理、圣奥化学董事长陈洪波陪同。 创新产品齐亮相 圣奥化学拥有全球领先的聚合物添加剂业务，本次展会全面展出了橡胶促进剂、橡胶防老剂、特种酮、 中间体、不溶性硫黄等创新产品，覆盖聚合物添加剂产品多个品类，应用场景覆盖轮胎、涂料、汽车、 农业等多个领域，充 ...

在巴基斯坦西北部开伯尔—普赫图赫瓦省曼塞赫拉地区的昆哈河上，坐落着一颗"绿色明珠"——由中国 能源建设集团投资建设并运营的巴基斯坦苏吉吉纳里水电站（以下简称SK水电站）。今年是该水电站 商业运营一周年，在这一年里，SK水电站不断推动巴基斯坦能源转型发展，为中巴经济走廊注入活 力。 SK水电站距巴首都伊斯兰堡约250公里，于2017年1月开工，是中巴经济走廊重点项目之一。过去一年 里，SK水电站项目严格执行生产建设标准，搭建起完善的安全生产管理体系，编制并落地100余项制度 规程，成功实现电力生产"零事故、零损失"的安全运营目标。截至目前，SK水电站已累计向巴基斯坦 输送清洁电能28亿千瓦时，成为当地经济社会发展的"动力源"、能源供应的"稳定器"以及绿色发展 的"新引擎"。 SK水电站的成绩有目共睹。当地时间9月15日，SK水电站商业运营一周年庆祝仪式在伊斯兰堡隆重举 行。巴基斯坦计划发展部部长伊克巴尔在致辞中对SK水电站的运营成果给予高度赞赏。伊克巴尔表 示，SK水电站为巴基斯坦持续输送清洁能源，在优化能源结构、降低传统能源依赖、筑牢国家能源安 全防线等方面发挥了关键作用。巴政府将始终全力支持SK水电站发展， ...

Core Viewpoint - Prefabricated steel structure buildings are becoming a major trend in the construction industry due to their energy-saving, environmentally friendly, high construction efficiency, and stable quality advantages. The market size for this industry in China is projected to reach approximately 474.5 billion yuan in 2024, accounting for 78.66% of the overall prefabricated building market [1][12]. Overview - The construction industry can be divided into traditional and prefabricated buildings, with prefabricated buildings being assembled from components produced in controlled environments [2][3]. Advantages of Prefabricated Steel Structure Buildings - These buildings allow for standardized production of steel components and associated structures, ensuring quality and reducing labor costs. They also significantly lower dust, noise pollution, and resource consumption, aligning with green building principles [1][12]. Market Policies - The Chinese government has issued various policies to support the development of the prefabricated steel structure industry, creating a favorable environment for growth [8]. Industry Chain - The industry chain includes upstream suppliers of raw materials like steel and fireproof coatings, midstream design and construction services, and downstream markets encompassing industrial, public, commercial, and residential buildings [9][11]. Market Demand - Industrial buildings represent the largest demand segment for prefabricated steel structures, accounting for 54.4% of the market. The steady growth of the industrial sector in China provides significant opportunities for this industry [11]. Competitive Landscape - The market is becoming increasingly competitive, with major players including Jiangsu Jinggong Steel Structure Group, Anhui Honglu Steel Structure Group, and China State Construction Engineering Corporation. These companies leverage strong production capabilities and project experience [13][15]. Revenue Analysis - In 2024, China State Construction and Shanghai Construction Group reported revenues of 21.87 billion yuan and 30.02 billion yuan, respectively, with a smaller proportion of their income derived from prefabricated steel structure businesses compared to Honglu Steel Structure, which generated 20.82 billion yuan from steel structure operations, accounting for 96.76% of its total revenue [15][16]. Future Trends - The demand for prefabricated steel structure buildings is expected to grow due to increasing quality and performance expectations, as well as a focus on green development. The industry is likely to see broader applications in residential, public, and industrial sectors [16].

央视网消息：金秋时节，稻谷飘香。在安徽滁州，收割机穿梭田间，农民利用晴好天气抢收水稻，一派繁忙的丰收景象。 走进滁州市明张村的稻田，连片金黄的稻谷映入眼帘，收割机正开足马力抢收，种粮大户青国连望着籽粒饱满的稻谷，丰收的喜悦溢于言 表。 水稻的丰收得益于村里大力推进的高标准农田建设，全村粮食种植面积从2024年的387亩扩大到如今的6000余亩。今年，当地筑牢粮食安 全根基，大力推广新品种新技术，推进集中育秧和农业机械化，助力粮食生产提质增效，确保粮食稳产丰收。 内蒙古呼伦贝尔：1300万亩大豆迎来丰收季 在内蒙古呼伦贝尔，1300万亩大豆进入收获期，一台台大型农机设备抓住最佳收获时机高效作业。 眼下，正是大豆集中收获的关键期，在呼伦贝尔农垦集团的147万亩大豆田里，大型收割机穿梭作业，金黄饱满的豆株被迅速收割，而在 粮食收获的同时，秋整地、秸秆还田等后续工作也迅速展开。 农场制定了周密的收割方案，针对不同地块的作物成熟度、田间状况等特点，实施"一地一策"的个性化收割方案，最大限度避免盲目收割 可能造成的粮食损失，实现精准作业，确保应收尽收。同时，通过将秸秆粉碎还田和深松整地相结合的方式，不仅有效提升了耕地质量 ...

Core Viewpoint - TSMC has significantly reduced the peak power consumption of its advanced EUV lithography equipment by 44%, addressing a major challenge in the semiconductor industry's sustainability efforts [1][3][5]. Group 1: Technological Innovations - The energy efficiency improvement is attributed to deep innovations in equipment collaboration optimization, light source conversion efficiency, and system operation modes [3]. - TSMC's efforts in enhancing manufacturing energy efficiency will effectively reduce the carbon footprint of downstream products, strengthening their market competitiveness [3][5]. Group 2: Industry Context - The semiconductor manufacturing industry is one of the fastest-growing sectors in terms of energy consumption, with TSMC committing to 100% renewable energy usage and net-zero emissions by 2050 [5]. - The energy consumption of manufacturing equipment constitutes a significant portion of the total carbon footprint of chips, making efficiency improvements in core manufacturing equipment crucial for the industry's emission reduction goals [5]. Group 3: Impact of EUV Lithography - A single advanced EUV lithography machine consumes approximately 24,000 to 36,000 kWh per day, equivalent to the daily electricity usage of 1,200 to 1,800 average Chinese households [7][8]. - The reduction of 44% in power consumption translates to an estimated savings of about 13,200 kWh per day for TSMC, leading to annual savings in the range of hundreds of millions of kWh across its production lines [11]. Group 4: Future Outlook - TSMC plans to continue investing in green manufacturing technologies and integrate sustainability deeply into its technological blueprint, aiming to lead the global semiconductor industry towards a more efficient and cleaner future [5].

格隆汇9月29日丨探路者(300005.SZ)在投资者互动平台表示，公司积极履行生态环境保护责任，对可可 西里保护区的支持已长达21年，累计捐赠装备价值近千万元。积极践行"无痕户外"理念，秉持公益初 心，增强科技实力，优化产品与服务，推动中国户外产业向更加绿色、可持续的方向发展。 ...

Group 1 - The 2025 World New Energy Vehicle Conference was held in Haikou, Hainan Province, focusing on "Industrial Transformation and Sustainable Development" [3][5][6] - Representatives from various countries and regions participated in discussions about future transportation and green sustainable development [3][5][6] - The event featured a technology exhibition showcasing new energy vehicles and related technologies, attracting significant attention from attendees [10][19][22] Group 2 - The conference highlighted the importance of collaboration among government, industry, academia, and research sectors to drive innovation in the new energy vehicle industry [3][5][6] - Various new energy vehicles, including those equipped with advanced technologies like autonomous driving, were displayed, indicating the industry's direction towards smarter transportation solutions [26][10][22] - The event served as a platform for sharing insights and strategies to promote sustainable practices within the automotive sector [3][5][6]

Summary of BorgWarner Conference Call Company Overview - **Company**: BorgWarner - **Industry**: Global automotive parts industry, focusing on traditional and electric vehicle components Key Points and Arguments 1. **Business Expansion Strategy**: BorgWarner has expanded its business through acquisitions, starting from mechanical transmission and gradually moving into the electric vehicle sector, particularly in powertrain and battery charging systems [2][3][4] 2. **Market Transformation**: The global automotive parts industry is undergoing a transformation towards intelligence and electrification, with Chinese parts manufacturers like Topu, Xinquan, and Bertley accelerating their international expansion [2][4] 3. **Revenue Contribution**: BorgWarner's four main business segments include Turbocharging and Thermal Management (41.7%), Transmission and Drivetrain Systems (39.5%), Powertrain Systems (13.7%), and Battery and Charging Systems (5.2%). Traditional businesses contribute the majority of revenue, while R&D is heavily focused on electric vehicles [2][6] 4. **R&D Investment**: The company’s R&D expenses are projected to exceed $740 million in 2024, maintaining a rate of about 5% of revenue, with 53.1% of R&D focused on powertrain systems [3][19] 5. **Future Development Focus**: BorgWarner aims to enhance investment and innovation in the electric vehicle sector, optimize global operations, strengthen local market collaborations, and pursue strategic acquisitions for diversification, particularly in the Chinese market [2][7][19] 6. **Sustainability Goals**: The company has set ambitious sustainability targets, aiming to reduce carbon emissions by 85% by 2030 compared to 2021 levels and achieve carbon neutrality by 2035 [4][21] 7. **Global Presence**: BorgWarner operates in 24 countries with 96 manufacturing and technology centers, allowing for rapid response to regional feedback and customer needs, with Asia accounting for 33.5% of its global business [4][24][25] Additional Important Content 1. **Acquisition Strategy**: The company’s successful acquisition strategy has allowed it to enhance its capabilities and enter new markets, particularly in electric vehicle technology [3][20] 2. **Financial Performance**: BorgWarner's revenue has shown an upward trend, with a revenue of 51.5 billion yuan in the first half of 2025, remaining stable compared to the previous year [12] 3. **Market Position**: BorgWarner is a leader in the turbocharging market, holding a 30% share in China, and is well-positioned to benefit from the projected growth in the global turbocharger market, expected to reach over 280 billion yuan by 2033 [15] 4. **Collaborative Efforts**: The company emphasizes collaboration with major automotive manufacturers to enhance its product offerings and market reach [9][10] 5. **Investment Recommendations**: Investors are advised to focus on high-value segments with strong competitive dynamics and companies that are well-positioned in their respective markets, such as BorgWarner [26]