内容概要：近年来，为应对全球气候变化，减少碳排放，缓解城市日益增加的交通压力和环保压力，解 决民众健康、安全出行与环境保护的问题，全球各国纷纷出台补贴政策鼓励自行车和电助力自行车消费 与出行，在市场政策的加持下，全球电助力自行车市场迅速崛起，无论是欧洲、北美等成熟市场的持续 升级，还是亚太、东南亚等新兴市场的快速渗透，据统计，2024年全球电助力自行车行业市场规模达 329.5亿美元，同比增长0.6%。 相关上市企业：中路股份（600818）、上海凤凰（600679）、久祺股份（300994） 相关企业：捷安特投资有限公司、天津富士达自行车工业股份有限公司、天津科林车业有限公司、天津 金轮自行车集团有限公司、广州市银三环机械有限公司、永祺（中国）车业股份有限公司、深圳市喜德 盛自行车股份有限公司 关键词：电助力自行车行业进入壁垒、电助力自行车发展历程、电助力自行车市场政策汇总、电助力自 行车产业链图谱、电助力自行车市场规模、电助力自行车竞争格局、电助力自行车发展趋势 一、概述 电助力自行车又称电踏车，属于电动自行车类别，是一种以人力骑行为主、以电机及电池提供动力为辅 的新型交通工具。根据国家统计局发布的《国民 ...

长江之畔，芦苇摇曳，江豚逐浪，尽显母亲河的蓬勃生机；太湖之滨，碧波万顷，鸥鹭翔集，绘就"三万六千顷"的浩渺画卷；黄海湿地，鹤舞鹿鸣，声闻于 野，奏响了人与自然和谐共生的交响曲。 "十四五"时期，是江苏生态文明建设和生态环境保护具有里程碑意义的五年。五年来，江苏坚定不移走生态优先、绿色发展之路，以高水平生态环境保护支 撑经济高质量发展。省委、省政府高度重视美丽江苏建设：2023年9月召开全省生态环境保护大会，对全面推进美丽江苏建设作出系统部署；2024年5月印发 《关于全面推进美丽江苏建设的实施意见》，将其作为江苏在推进中国式现代化中"走在前、做示范"的重要任务予以安排。 五年来，江苏持续深入打好污染防治攻坚战，生态环境质量实现历史性、突破性改善：全省PM2.5平均浓度和重污染天数比率均达有监测记录以来最好水 平，国考断面水质优Ⅲ比例等主要环境质量指标持续改善，太湖水质实现"稳Ⅲ向好"，全面完成"十四五"国家下达的各项生态环境约束性指标，生物多样性 本底调查新增记录物种2363种，在国家污染防治攻坚战成效考核中连续六年获评"优秀"等级，公众对生态环境的满意度始终保持在90%以上…… 如今，一幅山清水秀、天蓝地绿 ...

《南京市创新发展蓝皮书（2025—2026）》围绕国家、省市创新驱动发展战略，从培育新质生产力、宏 观政策、科创金融、生态优化等方面展开探讨；选取数字文旅、会展经济、机器人产业、独角兽与瞪羚 企业等领域的典型案例，聚焦"无废城市"建设、"双碳"行动、青年科创力量等主题，展现南京城市高质 量发展的新活力，并提出助力南京创新发展的对策建议。《南京市文化发展蓝皮书》着力回应三大时代 命题："如何让文化遗产活起来""如何以文化更好服务人民""如何以文化驱动创新发展"。蓝皮书设 立"文化遗产""文化事业""文化产业"三大板块，分别进行深入阐述，特别是在"文化产业"板块，蓝皮书 系统梳理南京在文商旅体融合、文化数字化、发展"青奥滨江""谷子经济"等新业态方面的实践，旨在探 索文化价值创造性转化、创新性发展的"南京路径"，从而推动南京丰厚的文化资源从历史宝藏转化为当 代城市发展的内生动力。 蓝皮书显示，2025年以来，南京经济运行稳中有进、质效提升、动能增强，各项工作取得新进展新业 绩。根据地区生产总值统一核算结果，前三季度，全市实现地区生产总值14059.49亿元，同比增长 5.2%。其中，第一产业增加值219.1亿元， ...

1月14日， 浙江省十四届人大四次会议在杭州开幕，浙江省省长刘捷作政府工作报告。 张斌 摄 据悉，浙江省十四届人大四次会议将审查、批准浙江省国民经济和社会发展第十五个五年规划纲要。这 也使得"十五五"规划成为该省人大代表关注的热点话题。 会前，浙江省人大代表、民盟盟员、杭州市临平区图书馆副馆长于秋娜特意围绕该省"十五五"规划 中"以'文化+科技'催生文化发展新动能"的方向，走访了良渚博物院、玉架山考古博物馆、上海博物馆 等多地，与园区、企业负责人深入交流，进一步打磨完善自己的建议。 中新网杭州1月14日电(鲍梦妮)1月14日，浙江省十四届人大四次会议在杭州开幕。 "古籍数字化让我深刻认识到，文物保护与研究必须依靠科技赋能。"她表示，将在本次会议上继续围绕 文化与科技深度融合建言，推动创新技术与文化传承有机结合，让文化软实力转化为高质量发展的持久 动力。 根据浙江省政府工作报告，该省"十五五"发展的主要目标是，高质量发展建设共同富裕示范区取得决定 性进展，率先呈现基本实现社会主义现代化的生动图景。 今年的浙江省政府工作报告提出，"十五五"期间，浙江要将深化拓展"人工智能+"，以人工智能引领科 研范式变革，推进人 ...

绿色是高质量发展的底色。"十四五"以来，海螺集团践行"两山"理念，落实"双碳"行动，协同推进降碳、减污、扩绿、增长，引领行业向资源节约型、环境 友好型绿色循环产业转型发展。 海螺集团以打赢蓝天保卫战为己任，"十四五"累计投入节能环保技改资金200多亿元，超前谋划实施超低排放技术改造，大力推广应用SCR脱硝、湿法脱 硫、"电收尘"改"袋收尘"等深度减排技术，氮氧化物、二氧化硫、颗粒物平均排放浓度远优于国家及地方排放标准，较"十三五"末大幅优化。集团26家公司 通过重污染天气绩效分级A级企业评审，25家公司通过引领性企业评审，位居行业第一。 海螺集团在超过90%的基地公司推广使用替代燃料，加大生物质燃料、生活垃圾、RDF等资源综合利用，充分利用热值的同时为社会消纳有害废弃物，替代 燃料使用比例达30%以上。在甘肃平凉海螺水泥有限责任公司建成行业首个绿电制氢项目，在安徽荻港海螺水泥股份有限公司试点掺氢燃烧技术，在宁国水 泥厂建成生物质碳项目，大力建设光伏、风力发电项目，多途径开发利用清洁能源，深入推动用能结构转型。 海螺集团广泛推行"水泥+协同处置"模式，实现环境效益与经济效益的双赢，建成76个协同处置环保项目，累 ...

Core Viewpoint - Mingguang Rierjinda Technology Co., Ltd. has received approval for its public stock issuance and listing on the Beijing Stock Exchange, marking a significant milestone in its growth trajectory as a key player in the steel industry amidst the green transformation driven by the "dual carbon" strategy [1][15]. Company Overview - Rierjinda is recognized as a national-level specialized and innovative "little giant" enterprise, focusing on the research, production, and sales of refractory materials for blast furnaces, establishing strong barriers in a niche market [7][20]. - The company positions itself as the "guardian of blast furnaces," providing comprehensive lifecycle technical solutions for high-temperature and high-pressure operations, with a product system covering critical aspects of blast furnace operation [7][20]. Financial Performance - The revenue from the core business of functional consumable materials for blast furnaces has increased to approximately 60%, becoming the main engine for the company's stable development [7][20]. - The projected total revenue for 2024 is approximately 473.06 million yuan, with a breakdown of 261.34 million yuan from functional consumable materials and 125.72 million yuan from blast furnace linings [8][21]. - The company has shown a steady revenue growth to 476.25 million yuan by 2024, with a significant increase in net profit, demonstrating strong profitability and resilience [12][25]. Innovation and Technology - Rierjinda holds 70 patents, including 16 invention patents and 54 utility model patents, showcasing its robust research and development capabilities [9][22]. - The company’s gross profit margin reached 39.72% in 2024, significantly higher than the industry average, reflecting its differentiated technological advantages [9][22]. Market Position and Partnerships - Rierjinda's products are widely used by major domestic steel enterprises such as Baowu Steel Group, Shougang Group, and Ansteel Group, establishing long-term stable partnerships [9][22]. - The company also exports its products to various countries, including Russia, South Korea, Vietnam, and Turkey, enhancing its international presence [9][22]. Future Development - The company plans to invest in green and intelligent upgrades, focusing on carbon capture technologies and energy-saving materials, with a total investment of approximately 372.76 million yuan for its fundraising projects [12][26]. - Rierjinda aims to leverage capital market empowerment to deepen technological innovation and expand its green product matrix, contributing to the reduction of carbon emissions in the steel industry [14][27].

Group 1 - The core event is the 2025 "Wind Power Leader" Technology Innovation Forum and Award Ceremony held in Beijing, where Shanghai Electric Wind Power Group has participated for five consecutive years and won six awards, showcasing its comprehensive strength in high-end wind power equipment and intelligent services [1] - Shanghai Electric Wind Power's AI-based technology for health monitoring and fault diagnosis of ultra-large wind turbine blades won the Best Innovative Product Award, achieving over 95% accuracy in early anomaly detection and has been applied in multiple wind farms [4] - The EW6.25-220 platform won the Best Onshore Unit Award, demonstrating significant advantages in reliability and efficiency, particularly in low-wind-speed markets, and has previously been recognized in the "Top 50 of China's Wind Power Industry" [5][7] Group 2 - The EW12.6-270 and EW25.0-310 platforms won the Best Offshore Unit Awards, with the former designed for mid-low wind speed areas and the latter capable of withstanding extreme weather conditions, enhancing adaptability for various offshore scenarios [7] - The S68.5 blade extension and intelligent yaw system received the Best Service Product Award, significantly improving energy generation performance and operational reliability while reducing long-term maintenance costs [8][10] - Shanghai Electric aims to drive high-quality development in the renewable energy equipment industry through technological innovation, focusing on strategic emerging industries and contributing to the new energy system and carbon neutrality goals [10]

证券日报网讯1月14日，江苏国信（002608）在互动平台回答投资者提问时表示，公司旗下环保发电业 务已形成技术积累、调峰支撑、产业链协同等核心优势，为绿色能源布局提供坚实基础，且契合"双 碳"政策导向助力ESG评级提升；未来公司将持续推进清洁高效电源建设，强化安全生产与能源保供责 任，完善ESG治理与信息披露，以可持续发展实践践行国企担当。 ...

证券研究报告 | 行业联合报告 2026 年 01 月 14 日 招商证券 | 总量的视野 电话会议纪要（20260111） 研究部/总量研究 【宏观】1 月降息预期打消；【策略】2026 开年产业趋势新变化；【固收】开 年债市急跌的原因及后续展望；【银行】存款到期规模与可能的流向；【非银】 16 连阳，看好券商保险；【地产】REITs：25 年回顾及 26 年展望；【资配】 A 股择时轮动模型年度复盘及展望；【基金评价】公开募集证券投资基金销售 费用解读；【ESG】12 月国内 ESG 动态跟踪 【宏观 张岸天】1 月降息预期打消 12 月美国非农数据细节冷热参差，尽管私营部门就业增速放缓，整体上失业率 回落和时薪增速反弹的数据组合基本打消了海外市场对美联储1 月降息的预期。 分行业来看，周期性行业多表现疲弱，同时政府部门就业增速转正，DOGE 减 员的滞后统计影响出现消退。制造业连续三个月减员，录得-0.8 万人（前值-0.2 万人）。建筑业减员 1.1 万人（前值 2.2 万人），移民政策变化致使供需双弱。 零售业减员 2.5 万人（前值-1.7 万人），运输仓储业减员-0.7 万人（前值-2.5 万人 ...

Group 1 - The provincial government emphasizes the need to implement the spirit of the 20th National Congress and the Central Economic Work Conference, focusing on enhancing the agricultural industry and ecological protection to drive high-quality economic development in the county [2][4] - Nanyang, as an agricultural city, is extending its agricultural industry chain, with a positive trend in the development of characteristic agriculture [2] - The government encourages enterprises to invest in technological research and development, apply smart technologies to reduce costs and increase efficiency, and explore new industries such as synthetic biology [2][3] Group 2 - The government is promoting the deep integration of technological and industrial innovation, focusing on cultivating leading industries such as traditional Chinese medicine, health care, and new energy materials [3] - Companies are encouraged to combine traditional Chinese medicine with modern science to extend the health industry chain and improve public health [3] - Emphasis is placed on green and low-carbon development, with companies urged to adopt technological innovations and improve resource utilization efficiency [3] Group 3 - The government is focusing on urban-rural integration to drive comprehensive rural revitalization and is committed to high-quality development paths that prioritize ecology and resource conservation [4] - There is a strong emphasis on ensuring supply stability, safety production, and social assistance as the year-end approaches, with increased traffic and logistics [4] - The government is also involved in the protection of cultural heritage and the integration of cultural tourism development [4]