"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 添加文末微信，加 绿色甲醇 群 IMO新规将于2025年10月正式通过，并于2027年生效，届时将对总吨位超过5000吨的大型远洋船舶强 制执行。 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） IMO的主要措施是对高GFI（船舶年度燃料强度）的船舶进行罚款，对使用近零燃料（2030年前GFI 不超过19 CO 2 eq/MJ，2035年后不超过14 CO 2 eq/MJ）的船舶进行奖励。 （例如2030年，基础指标 为75 CO 2 eq/MJ，直接合规指标是85 CO 2 eq/MJ，那么对于超过75-85部分罚款为100美元/tCO 2 eq， 超过85部分为380美元/tCO 2 eq；如果使用柴油将会超过85 CO 2 eq/MJ） 针对使用LNG燃料的船舶预估2030年将会进行第一阶段的罚款，2033年后进行第二阶段的罚款。 在短期内（2030年前），替代生物方面因为燃料棕榈油和大豆油廉价并且碳排放量低于 ...

现将访谈实录摘要如下： 中新社记者：中国旅法工程师协会刚刚成功举办了中欧创新论坛，论坛举办初衷是什么？取得了哪些共 识或成果？ 中新社巴黎4月24日电 题：中法、中欧创新合作如何探寻新机遇？ ——专访中国旅法工程师协会会长龚笃晟 中新社记者 李洋 中国旅法工程师协会近日在巴黎举办中欧创新论坛，旨在汇聚来自中欧两地的顶尖人才与资源，共同探 讨科技前沿趋势，深化跨区域协作，推动技术与商业的双向赋能。中新社"东西问"就此专访中国旅法工 程师协会会长龚笃晟，请他剖析中法、中欧创新合作在当前国际背景下如何探寻新机遇。 龚笃晟：中国旅法工程师协会是一个留学人员社团，成立于1996年，大部分会员都是在法国工程师教育 体系下培养出来的学者、技术人才和企业管理者。我们深切体会到在风云变幻的当下，促进对话、合 作，减少对抗与摩擦是多么弥足珍贵。我们从对话和交流中理解彼此所需，从交流中求同存异、谋划合 作。 此次中欧创新论坛中的主讲嘉宾都是中法科技交流合作的参与者，这次对话是非官方的交流，大家关注 技术合作、市场潜力和营商环境。我觉得论坛取得的进展集中于以下几方面： 一是联合了法国顶尖商学院中对创新技术、跨国投资关注的群体，因此本 ...

三大指数呈现 "沪弱深强" 格局，截至收盘，沪指涨0.03%，深成指跌0.58%，创业板指跌0.68%，显示成长股内部存在分化。 市场热点较为杂乱，个股跌多涨少，全市场超3600只个股下跌。 两市合计成交 1.23 万亿元，较前一日放量 13%，创近两个月新高，放量未突破沪指 3320 点缺口压力位，显示多空分歧加 剧。 盘面上，银行股维持强势，工、农、中三大行续创历史新高。 电力股再度走强，华银电力等涨停。PEEK材料概念股集体大 涨，中欣氟材涨停 。下跌方面，次新股展开调整，港迪技术跌超10%。 0 1央行行长发表重磅讲话 今日，中国人民银行行长潘功胜23日在美国华盛顿特区出席二十国集团财长和央行行长会议时表示，当前全球经济充满不确定 性，经济碎片化和贸易紧张局势加剧，扰乱全球产业链供应链，引发金融市场动荡，削弱全球经济增长动能，各方应加强合 作，努力避免全球经济滑向"高摩擦、低信任"的轨道。贸易战、关税战没有赢家，单边主义、保护主义没有出路，不符合任何 一方利益。中国将坚持对外开放，坚定支持自由贸易规则和多边贸易体制，推进普惠包容的经济全球化，维护全球经济和金融 稳定。 当前，全球经济正经历三大结构性转 ...

Market Overview - The three major indices show a "weak Shanghai, strong Shenzhen" pattern, with the Shanghai Composite Index up 0.03%, while the Shenzhen Component Index and the ChiNext Index fell by 0.58% and 0.68% respectively, indicating internal differentiation among growth stocks [1] - The market is characterized by a chaotic focus, with over 3,600 stocks declining, and total trading volume reaching 1.23 trillion yuan, a 13% increase from the previous day, marking a two-month high [1] - Bank stocks remain strong, with the three major banks (Industrial, Agricultural, and China Construction Bank) reaching historical highs, while power stocks also show strength [1] Economic Insights - The Governor of the People's Bank of China, Pan Gongsheng, emphasized the uncertainties in the global economy, advocating for cooperation to avoid a "high-friction, low-trust" trajectory [2] - China aims to promote "inclusive and sustainable economic globalization" to enhance investor confidence and break the traditional "center-periphery" international division of labor [3] Electricity Consumption Trends - In March, the total electricity consumption reached 828.2 billion kWh, a year-on-year increase of 4.8% [4] - The summer peak electricity consumption is approaching, with expectations for April's year-on-year growth rate to remain between 4.5% and 5.5% [5] - The electricity sector is viewed as a stabilizing force in the national economy, with structural opportunities expected post-April due to energy transition and policy benefits [6] PEEK Material Market Dynamics - PEEK materials are gaining traction in the capital market due to their high performance and lightweight characteristics, with a market share dominated by a few global players [10] - The demand for PEEK is driven by its high-temperature resistance, lightweight properties, and biocompatibility, making it suitable for aerospace, automotive, and medical applications [11][12] - The Chinese government supports the PEEK industry through tax incentives and funding, enhancing domestic production capabilities [13] Industry Opportunities - The PEEK material market is projected to reach a global market size of $32 billion by 2027, with a compound annual growth rate of 28% [21] - Key players in the supply chain include upstream raw material producers like Zhongxin Fluorine Materials and midstream manufacturers like Water Holdings, which are positioned to benefit from rising raw material prices and increased production capacity [18][19] - Downstream applications are expanding rapidly, with companies like Weigao Orthopedics and DJI leveraging PEEK materials for innovative products [20]

Group 1 - Sichuan Chengyu Expressway Company Limited is the only A+H share listed infrastructure company in Western China and serves as the only highway industry platform for Shudao Group [2] - The company primarily engages in the investment, construction, and operation of provincial expressway projects, green energy investment, and comprehensive resource development along the routes [2] - The total mileage of operational expressways has exceeded 900 kilometers, including major routes centered around provincial capitals and significant provincial thoroughfares [2] Group 2 - The company has received numerous awards for the quality of its self-built expressway projects, including the "National Quality Engineering Award" and "Li Chun Award" [2] - Sichuan Chengyu has established a strong operational and service quality reputation, consistently ranking at the top in both provincial and national assessments [2] - The company is accelerating the construction of the first large-scale "four-to-eight" expansion project in Sichuan Province, with several segments already completed [2] Group 3 - The company is actively developing a road-related economic platform through various methods, including independent establishment, joint ventures, and direct acquisitions in sectors like fuel sales and service area operations [2] - It is also focusing on cultivating a green energy industry cluster, expanding into electric vehicle charging, hydrogen energy, solar power, energy storage, and battery leasing [2] - As of mid-2024, the company's total assets reached 60.161 billion yuan, and net assets were 16.624 billion yuan, representing a 23-fold and 11-fold increase since its establishment, respectively [2] Group 4 - Sichuan Chengyu has maintained excellent asset quality and profit metrics compared to 21 similar listed companies nationwide, consistently ranking high in net profit among over 170 listed companies in the province [2] - The company has achieved a long-term AAA credit rating in the capital market and has been recognized with over 50 national and provincial awards for its governance and operational excellence [2]

在智慧运维方面，引用华为数字化技术，构建一站式综合管理平台，整合巡检、分析、 诊断、定位及修复全流程，实现运维标准化、智慧化。配套建设的220kV升压站及智能监控 运维系统，可实现远程监控与故障预警，大幅提升运维效率。 "这片区域将是我们首批开工的光伏板安装点，我们将采用最先进的技术和设备，确保 项目的顺利进行。"总包单位中国电建西北院项目经理许云指着图纸介绍道，从他的话语 中，不难感受到对项目技术创新的信心与决心。 该光伏项目在开发能源的同时，将生态保护放在首位。施工中采用无尘化作业和植被恢 复技术，使用先进除尘设备减少扬尘，并在施工结束后种植高原耐寒牧草，防止水土流失， 实现"板上发电、板下牧业"的生态经济双收益。 4月20日，四川甘孜德格县马尼干戈镇施工现场机械轰鸣，工人忙碌穿梭。甘孜德格马 尼干戈50万千瓦光伏项目正式开工。标志着这一高海拔光伏标杆项目正式落地，该项目由甘 孜能源发展集团自主开发，是甘孜州建州以来完全由州属国企自主开发投资规模最大的新能 源光伏项目，工程总投资约28.22亿元，预计2026年12月建成投运。 甘孜能源发展集团董事长唐华透露："项目建成后年均发电量达9.24亿千瓦时，相当 ...

转自：新华财经 新华财经北京4月18日电（记者安娜）中国石油企业协会17日发布的《中国低碳经济发展报告蓝皮书 （2024-2025）》预计，2025年，我国有望建立起较为完整的氢能供应链和产业体系。 就产业发展格局而言，蓝皮书认为，2025年，我国氢能产业下游的增量将主要来自交通运输部门与新工 业领域，氢能应用区域与氢资源富集区域的调配将成为发展重点。 据董秀成介绍，我国绿氢资源富集区域主要集中在西北、华北和东北，三北地区制氢潜力约每年2亿 吨，完全可以满足我国氢能产业发展对大规模绿氢资源的需求。但目前我国氢能应用区域主要集中在东 南沿海地区，亟待探索商业化和市场化运营经验，以实现氢能储运降本增效。 从制氢技术路线来看，蓝皮书预计，2025年，化石能源制氢和工业副产氢仍将占据市场主导地位。在国 家政策驱动下，电解水制氢技术的发展或进一步提速。作为电解水制氢的核心设备，电解槽的需求将持 续增长。凭借成本优势，碱性电解槽有望在市场竞争中占据主导地位，推动其出货量增长。质子交换膜 电解技术受质子交换膜、催化剂等核心材料依赖进口的限制，在降成本和技术突破方面仍有较大发展空 间。 "氢能是未来能源体系的重要组成部分。从 ...

Group 1 - Sichuan Chengyu Expressway Company Limited is the only A+H share listed infrastructure company in Western China, established in 1997, and serves as the only highway industry platform for Shudao Group [2] - The company primarily engages in the investment, construction, and operation of provincial expressway projects, green energy investments, and comprehensive resource development along the routes, managing 18 subsidiaries [2] - The total mileage of operational expressways has exceeded 900 kilometers, including major routes centered around provincial capitals, with high-quality construction recognized by multiple national awards [2] Group 2 - The company has accelerated the construction of the first large-scale "four-to-eight" expansion project in Sichuan, with significant progress on various segments [2] - To ensure sustainable high-quality development, the company is developing a road-related economic platform through exclusive establishment, joint ventures, and direct acquisitions in areas like fuel sales and service area operations [2] - As of the first half of 2024, the company's total assets reached 60.161 billion yuan, and net assets were 16.624 billion yuan, representing a 23-fold and 11-fold increase since its establishment, respectively [2] Group 3 - The company has been recognized for its asset quality and profit metrics, consistently ranking high among over 170 listed companies in the province and maintaining an AAA credit rating in the capital market for five consecutive years [2] - It has received numerous accolades, including being listed in Fortune's China 500 and various provincial rankings, along with over 50 national and provincial awards for excellence [2]

Report Summary 1. Industry Investment Rating - No information about the industry investment rating is provided in the given reports. 2. Core Viewpoints - The fundamentals of industrial silicon remain weak, while polysilicon shows short - term wide - range fluctuations, and attention should be paid to the registration of warehouse receipts [1]. - The company has significant competitive advantages in the photovoltaic and feed business fields. Since increasing its layout in the photovoltaic module business in the second half of 2022, the module business has developed rapidly. In 2024, the module shipment reached 45.71GW, a year - on - year increase of 46.91% [4]. - The trend strength of industrial silicon is - 1, indicating a bearish outlook, and the trend strength of polysilicon is 1, indicating a bullish outlook [4]. 3. Summary by Related Catalogs 3.1 Macro and Industry News - On April 8, Tongwei Co., Ltd. (SH:600438) announced the signing of large - scale sales agreements and the winning and short - listing of major projects for its module business. The total signed sales agreements were 1036MW, and the total project winning/short - listing was 23.286GW, with a total of 24.322GW [1]. 3.2 Industrial Silicon and Polysilicon Futures Market - **Prices**: The closing price of Si2505 was 9,455 yuan/ton, down 100 yuan from T - 1, 365 yuan from T - 5, and 530 yuan from T - 22. The closing price of PS2506 was 41,835 yuan/ton, down 355 yuan from T - 1 and 1,815 yuan from T - 5 [2]. - **Volumes and Positions**: The trading volume of Si2505 was 110,698 lots, down 46,093 lots from T - 1, 26,002 lots from T - 5, and 96,854 lots from T - 22. The trading volume of PS2506 was 27,028 lots, up 5,413 lots from T - 1 and 12,713 lots from T - 5 [2]. - **Spreads and Costs**: The spread between the near - month contract and the continuous first contract for industrial silicon was 20 yuan/ton, and the cost of the spread trading strategy of buying the near - month contract and selling the continuous first contract was 46.3 yuan/ton. The spread between the near - month contract and the continuous first contract for polysilicon was 815.0 yuan/ton [2]. 3.3 Basis - **Industrial Silicon**: The spot premium of industrial silicon (compared to East China Si5530) was +625 yuan/ton, up 45 yuan from T - 1, 205 yuan from T - 5, and down 25 yuan from T - 22 [2]. - **Polysilicon**: The spot premium of polysilicon (compared to N - type re - investment) was +1665 yuan/ton, up 355 yuan from T - 1, 1,815 yuan from T - 5, and 2,285 yuan from T - 22 [2]. 3.4 Prices - **Industrial Silicon**: The price of oxygen - passing Si5530 in the East China region was 10,100 yuan/ton, down 50 yuan from T - 1, 100 yuan from T - 5, and 500 yuan from T - 22. The price of Si4210 in the Yunnan region was 11,200 yuan/ton, unchanged from T - 1, down 150 yuan from T - 5, and 300 yuan from T - 22 [2]. - **Polysilicon**: The price of polysilicon - N - type re - investment material was 42,000 yuan/ton, unchanged from T - 1, T - 5, and T - 22 [2]. 3.5 Profits - **Industrial Silicon**: The profit of silicon plants (Xinjiang new standard 553) was - 2,697 yuan/ton, down 100 yuan from T - 1, 1,045 yuan from T - 5, and 1,071 yuan from T - 22. The profit of silicon plants (Yunnan new standard 553) was - 5,418 yuan/ton, down 100 yuan from T - 1, 1,045 yuan from T - 5, and 1,176 yuan from T - 22 [2]. - **Polysilicon**: The profit of polysilicon enterprises was - 3.3 yuan/kg, up 0.1 yuan from T - 1, 0.2 yuan from T - 5, and 0.6 yuan from T - 22 [2]. 3.6 Inventories - **Industrial Silicon**: The social inventory of industrial silicon (including warehouse receipt inventory) was 61.2 million tons, with an increase of 0.4 million tons from T - 5 and 1.8 million tons from T - 22. The enterprise inventory of industrial silicon (sample enterprises) was 27.3 million tons, with an increase of 0.65 million tons from T - 5 and a decrease of 1.6 million tons from T - 22 [2]. - **Polysilicon**: The factory inventory of polysilicon was 23.6 million tons, with a decrease of 1.1 million tons from T - 5 and 2.5 million tons from T - 22 [2]. 3.7 Raw Material Costs - **Silicon Ore**: The price of silicon ore in Xinjiang was 440 yuan/ton, unchanged from T - 1, T - 5, and T - 22. The price of silicon ore in Yunnan was 410 yuan/ton, unchanged from T - 1, T - 5, and T - 22 [2]. - **Washed Coking Coal**: The price of washed coking coal in Xinjiang was 1,620 yuan/ton, down 5 yuan from T - 5 and 40 yuan from T - 22. The price of washed coking coal in Ningxia was 1,040 yuan/ton, unchanged from T - 1, down 35 yuan from T - 22 [2]. - **Petroleum Coke**: The price of Maoming coke was 1,400 yuan/ton, unchanged from T - 1, T - 5, and T - 22. The price of Yangzi coke was 1,790 yuan/ton, down 70 yuan from T - 5 and T - 22 [2]. - **Electrodes**: The price of graphite electrodes was 12,700 yuan/ton, unchanged from T - 1 and T - 5, up 450 yuan from T - 22. The price of carbon electrodes was 8,000 yuan/ton, unchanged from T - 1, T - 5, and down 100 yuan from T - 22 [2]. 3.8 Other Related Industries - **Photovoltaic**: The price of silicon wafers (N - type - 182mm) was 1.25 yuan/piece, down 0.03 yuan from T - 1 and T - 5, up 0.06 yuan from T - 22. The price of battery cells (TOPCon - M10) was 0.303 yuan/watt, unchanged from T - 1 and T - 5, down 0.60 yuan from T - 22 [2]. - **Organic Silicon**: The price of DMC was 13,750 yuan/ton, unchanged from T - 1, down 400 yuan from T - 5, and 350 yuan from T - 22. The profit of DMC enterprises was 884 yuan/ton, up 33 yuan from T - 1, down 381 yuan from T - 5, and up 116 yuan from T - 22 [2]. - **Aluminum Alloy**: The price of ADC12 was 20,600 yuan/ton, down 100 yuan from T - 1, 400 yuan from T - 5, and 700 yuan from T - 22. The profit of recycled aluminum enterprises was 1,020 yuan/ton, up 200 yuan from T - 1, 580 yuan from T - 5, and 430 yuan from T - 22 [2].

Group 1 - The core viewpoint of the news is that Beijing is implementing an action plan to support university students' innovation and entrepreneurship by enhancing project discovery mechanisms, expanding financial incentives, and fostering a conducive environment for startups [1][2] - The action plan includes 15 measures across five dimensions: project discovery mechanisms, key element support, funding assurance, project implementation and transformation, and creating a favorable atmosphere for innovation and entrepreneurship [1] - Beijing aims to establish a comprehensive ecosystem for university students' innovation and entrepreneurship, integrating competition, incubation, investment, transformation, and financing [1] Group 2 - The plan focuses on key industries such as artificial intelligence, robotics, and green energy, establishing technology transfer bases in universities to support student entrepreneurial teams [2] - The "京彩大创" Beijing University Student Innovation and Entrepreneurship Competition has been launched, introducing new tracks for artificial intelligence and industry applications, with 12 incentive policies to support student innovation [2] - Since its inception in 2022, the competition has attracted over 16,000 entrepreneurial teams from universities in Beijing [2]