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：爱洛阳网 作为紧盯产业风口、精准招引的标志性引领性项目，宁德时代洛阳基地全部建成后将带动上下游产业集聚 发展，预计可实现年产值超千亿元，成为洛阳打造千亿级新能源产业集群的核心引擎。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） 作为宁德时代在全球范围布局的十三大生产基地之一，宁德时代洛阳基地按照"灯塔工厂+零碳工厂"标准 分四期建设。其中，宁德时代洛阳基地一期项目自2024年11月投产以来，累计产值已突破100亿元。 该项目二期规划包含3条电芯产线、10条PACK产线，全面达产后将实现年产能增加30GWh，为洛阳新 能源汽车产业链注入强劲动能。 9月30日， 宁德时代洛阳基地二期项目电芯工厂、电池包工厂正式投产。 END ...

与此同时，市场对奥科瑞丰生产的清洁蒸汽需求还在持续增长。由于国家推动"零碳园区"和"零碳工厂"建设，刘晓然手中的玉米芯变成了紧俏的资源—— 它们被转化为绿色蒸汽，用于企业生产供暖，碳排放几乎为零。 来源：北京发布 一手交钱，一手交货——这是北京奥科瑞丰公司河北邢台生产线负责人刘晓然，坚持了十年的规矩。收购旺季，他一天最多要支出35万元，资金压力巨 大，但他从未拖欠过农户一分钱。但问题是，今年收购量一大，资金压力就扑面而来，最多的时候，一天就要支出35万元。 对于奥科瑞丰这样的新能源企业来说，每年9月到11月的玉米芯收购季，既是一场与时间的赛跑，也是一场对资金的"大考"。农户需即时结算，否则下次 不再供货。很多和刘晓然打过交道的农户都信任他，也愿意把玉米芯卖给他，根据预测，今年整个收购季的资金周转达3500万元。 工商银行北京宣武支行在接收到奥科瑞丰的标准化财务数据后，五个工作日内就完成了500万元信用贷款的审批与发放。流程从1-2周缩短到3-5天。 这500万元对刘晓然来说就是一场及时雨，最重要的是，他坚持了十年的"不欠农户一分钱"的承诺，又一次得以兑现。 像奥科瑞丰的案例证明，当诚信经营遇上数据创新，小微企 ...

Core Viewpoint - Deep Blue Automotive has officially launched its Nanjing Smart Factory, marking a new phase in its development and enhancing its integration into the high-quality development of the Yangtze River Delta region [2] Group 1: Factory and Strategic Development - The Nanjing Smart Factory is a crucial part of Deep Blue Automotive's global strategy, supported by the establishment of a new automotive state-owned enterprise [2] - The factory achieves a net zero carbon emission target for single vehicle production through solar power stations, green electricity trading, and intelligent energy management, becoming the first "zero-carbon factory" for Changan [2] Group 2: Product Launch and Market Response - The new Deep Blue S07 has been officially launched at the Nanjing Smart Factory, offering five models with both pure electric and range-extended power options, priced between 156,900 yuan and 173,900 yuan [2] - All models of the S07 are equipped with Huawei's QianKun ADS SE system and the Deepal OS 4.0 intelligent operating system, fully integrating AI large models [2] - The pre-sale of the new S07 has seen over 20,000 orders within just 10 days [2]

Core Viewpoint - Jiangsu Jinshiyuan achieved resilient business development in a challenging white liquor industry environment, reporting revenue of 6.95 billion and net profit of approximately 2.23 billion in the first half of 2025 [1] Market Strategy - The company adopted a dual-line growth strategy focusing on deepening market penetration in Jiangsu province while expanding into other provinces, utilizing a "six focus" strategy to enhance the market share of the Guoyuan brand [2] - E-commerce channels showed positive growth through youth-oriented operations and scenario-based marketing, while the company established a "four-level market" system to support sustainable growth outside Jiangsu [2] - Brand building efforts included diverse activities to strengthen the high-end image of the Guoyuan series and emotional marketing strategies for the Jinshiyuan brand [2] Operational Improvement - The company emphasized project management, optimizing human efficiency, and enhancing value, transitioning towards a "lean" operational model [3] - Key projects were monitored with clear progress indicators and responsibility lists, ensuring quality management through supplier oversight and benchmark teams [3] - The company received top ESG ratings, including AAA from Zhongzheng ESG and AA from Wind ESG, maintaining a strong position in international ratings [3] Capacity Layout - Jinshiyuan balanced current demand with future planning, focusing on a "quantity and quality" growth path while maintaining stable growth in raw liquor production [4] - The company is set to launch a 20,000-ton clear elegant sauce workshop, increasing raw liquor capacity to 80,000 tons, and is implementing industry-leading smart brewing technologies [4] - The company has established a 200,000-ton ceramic jar storage capacity and is advancing its zero-carbon factory initiatives with operational solar power projects [4]

Core Viewpoint - Chongqing Conch Cement has transformed its operations into a model of environmental sustainability by integrating waste management into its cement production process, effectively turning waste into resources and aiming for zero emissions and a zero-carbon factory. Group 1: Environmental Initiatives - The Chongqing Conch Cement plant has invested 200 million yuan in noise and dust control measures, resulting in excellent air quality and attracting thousands of egrets to nest in the area [1] - The plant has planted over 12,000 trees, contributing to its recognition as a national green factory [1] Group 2: Waste Management and Resource Utilization - The facility has processed 570,000 tons of municipal waste and 40,000 tons of kitchen waste, significantly contributing to local waste management efforts [1] - The cement kiln's collaborative waste disposal system allows for the burning of waste to provide fuel for cement production, while harmful gases are decomposed at high temperatures [2] - The plant utilizes high-temperature waste heat power generation and photovoltaic technology to meet 60% of its electricity needs [2] Group 3: Circular Economy and Zero Emissions Goals - The process at the plant creates a closed-loop system where waste is converted into energy and raw materials for cement, effectively minimizing pollution [2] - The company is actively pursuing a goal of zero emissions and a zero-carbon factory, demonstrating a solid technical pathway towards this objective [2]

Core Viewpoint - Hebei Province is establishing a cultivation database for zero-carbon factories and industrial parks to accelerate the green and low-carbon transformation of its industrial sector, focusing on leading industries such as petrochemicals [1][2] Group 1: Policy and Implementation - The notice encourages the selection of high-quality industrial enterprises and parks with relatively high levels of green and low-carbon development for focused cultivation [1] - It aims to build a project reserve for applying for national zero-carbon factories and industrial parks, promoting innovative exploration in energy-saving and carbon-reduction technologies [1][2] Group 2: Support and Guidance - Local industrial and information departments are required to provide support and guidance to the cultivated units, encouraging green low-carbon construction [2] - Existing policy measures will be utilized to support cultivated units in green low-carbon transformation and large-scale equipment updates, prioritizing them for national project applications [2] Group 3: Evaluation Criteria - The criteria for applying for industrial parks include management systems, clean energy utilization, green low-carbon industry development, and carbon management systems [2] - Key indicators include the proportion of green low-carbon industry value added, the proportion of green factories, and the comprehensive utilization rate of industrial solid waste [2]

Company Profile - Bingshan Refrigeration & Heat Transfer Technologies Co., Ltd. is listed on the Shenzhen Stock Exchange under stock codes 000530 and 200530 [2] - The company focuses on the hot and cold business, aiming to improve core competitiveness and expand industry influence [4] Financial Performance - In the first half of 2025, the company reported operating revenue of RMB 2,401.23 million, a decrease of 2.52% year-on-year [4] - The net profit attributable to shareholders was RMB 79.54 million, an increase of 1.29% year-on-year [4] - Net profit belonging to shareholders after deducting non-recurring profit and loss was RMB 74.16 million, reflecting a 10.12% increase [4] - The net cash flow from operating activities was -RMB 1.03 million, a significant improvement of 96.83% compared to the previous year [4] - Total assets decreased by 2.29% to RMB 7,453.53 million [4] Shareholder Information - The total number of shareholders at the end of the reporting period was 67,572, including 60,416 A-share shareholders and 7,156 B-share shareholders [3] - Dalian Bingshan Group Co., Ltd. holds 20.27% of the shares, while Sanyo Electric Co., Ltd. holds 8.72% [2] Business Developments - The company has successfully tested and is mass-producing a falling film opening screw chiller unit [5] - The second phase of the photovoltaic project at the new factory has been connected to the grid, contributing to the goal of a zero carbon factory [5] - The company has received recognition for innovative products at the 2025 China Refrigeration Exhibition [5] Subsidiary Performance - Bingshan Engineering Company has won bids for high-standard projects, including those for CNOOC Shell and PetroChina [6] - Wuhan New World Refrigeration is developing oil-free compressors and optimizing product solutions [7] - Sonyo Compressor has completed a large-scale vortex intelligent workshop and is focusing on overseas market development [8] - Sonyo Refrigeration has won key projects and is focusing on industrial energy conservation [9]

Group 1: Core Concepts of Zero Carbon Parks - The concept of zero carbon parks refers to industrial parks that achieve near-zero carbon emissions through design, technology, management, and commercialization, balancing carbon emissions and absorption over a defined period [3][4] - Zero carbon factories are more detailed, indicating that the greenhouse gas emissions from production and operations reach a "net zero" state [3] - The establishment of zero carbon parks is seen as a shift from extensive growth to green, high-quality development, promoting industrial transformation and innovation [3][4] Group 2: Policy and Development Trends - The construction of zero carbon parks is becoming a key strategy for China's green and low-carbon transition, with the 2024 Central Economic Work Conference emphasizing the establishment of such parks [2][4] - Various provinces are accelerating the development of zero carbon parks, with specific plans and incentives being introduced, such as financial rewards for recognized enterprises [6][7] - By 2025, 21 provinces have included zero carbon parks in their government work reports, indicating a clear path for development [7] Group 3: Challenges and Solutions - Current challenges in zero carbon park construction include the lack of unified standards, technological barriers, and insufficient funding from the green finance market [8] - Experts suggest the need for a comprehensive approach that includes improving zero carbon financial standards, establishing a collaborative financial system, and enhancing funding support [8][9] - Financial innovations and products are expected to emerge around zero carbon park scenarios, with opportunities for green electricity supply systems and carbon data management platforms [9]

Summary of Weisheng Information Conference Call Company Overview - **Company**: Weisheng Information - **Period**: First half of 2025 Key Financial Metrics - **Revenue**: 1.364 billion CNY, a quarter-on-quarter increase of 46% [2][3] - **Net Profit**: 166 million CNY, a quarter-on-quarter increase of 19% [2][3] - **New Orders**: 1.627 billion CNY, a year-on-year increase of 8.3% [2][3] - **Backlog Orders**: 3.956 billion CNY, a year-on-year increase of 12.63% [2][3] - **R&D Investment**: 7.6% of revenue, with R&D personnel making up 51.5% of the workforce [2][4] - **Return on Equity**: 9.18% [3] - **Debt Ratio**: 34.8% [3] - **Cash Flow**: Net inflow of 178 million CNY, a year-on-year improvement of 11% [3] Innovation and Product Development - **New Products**: Launched 36 innovative products, generating 642 million CNY in revenue, accounting for 47% of total revenue, with a year-on-year growth of 49% [2][4][5] - **AI Applications**: Developed multiple AI technologies and products, focusing on integrating lightweight AI models into various terminal devices [2][10][13] Shareholder Returns - **Share Buyback**: 150 million CNY used to repurchase 4.23 million shares [5] - **Dividends**: First interim dividend of 2.5 CNY per 10 shares, with total dividends and buyback amounting to 81.7% of net profit [5] International Expansion Strategy - **"Going Global" Strategy**: Actively expanding into international markets, with significant progress in: - **Southeast Asia**: Local factory in Indonesia operational [6][7] - **Middle East**: Factory in Saudi Arabia under construction [6][7] - **Americas**: Land and factory procurement completed in Mexico [6][7] - **Other Regions**: Subsidiary approvals in UAE, Bangladesh, and Egypt [2][6] Market Trends and Opportunities - **China's Grid Investment**: Expected to exceed 800 billion CNY, focusing on smart distribution network upgrades [9] - **New Procurement Models**: Shift from provincial to regional joint procurement may increase competition but also larger order opportunities [22] Collaboration and Partnerships - **Partnership with Huawei**: Enhanced digital capabilities and market competitiveness through collaboration in power digitalization [4][12][15] Future Outlook - **Revenue Growth**: Anticipated increase in international revenue to match or exceed employee ratios [17] - **Profitability**: Expected higher profit margins in overseas markets compared to domestic due to less competition [18] Risk Management - **Project Security**: Ensuring project funding is backed by government guarantees or insurance to mitigate risks in new markets [19] Sustainability Initiatives - **Zero Carbon Goals**: Actively participating in national zero carbon projects and developing standards for international markets [20] Financing Strategies - **RWA Financing**: Exploring Real World Assets (RWA) for cross-border financing, particularly in the Middle East [21][23] This summary encapsulates the key points from the Weisheng Information conference call, highlighting the company's financial performance, innovation efforts, international expansion, and strategic outlook.

Core Viewpoint - The article highlights the rapid development of the Ningde Times (CATL) base in Luoyang, showcasing its significant contributions to the new energy industry and the ambitious expansion plans of the company [2][3]. Group 1: Project Development - The first phase of the Ningde Times Luoyang base covers an area of 850 acres with an annual production capacity of 30 GWh, having achieved a cumulative output value exceeding 9.2 billion yuan since its launch in November 2024 [3]. - The second phase, occupying 700 acres, is also planned for a capacity of 30 GWh and is currently in the installation and debugging stage, aiming for production by the end of September this year [3]. - The third and fourth phases are progressing rapidly, with the core factory structure of the third phase already 30% completed and the foundation work for the fourth phase also at 30% completion, targeting completion and production by Q3 2026 [2][3]. Group 2: Technological Advancements - The production of the Kirin battery, utilizing third-generation CTP technology, supports a vehicle range of 1000 kilometers and 4C fast charging, making it a key power source for popular models like the Xiaomi YU7 [3]. - The Luoyang base is positioned as a "lighthouse factory + zero-carbon factory," integrating intelligent production with green manufacturing principles, which is expected to elevate the local new energy industry towards high-end, intelligent, and green development [3]. Group 3: Economic Impact - Once fully operational, the project is anticipated to create a production capacity scale of over 100 billion yuan and generate an annual output value exceeding 200 billion yuan across the entire industry chain [3]. - The establishment of the Ningde Times base is expected to inject strong momentum into the new energy vehicle industry chain, helping Luoyang to become a global hub for the new energy battery industry [3].