2025年5月14日，碳中和ETF泰康(560560)盘中震荡，跟踪指数成分股涨跌互现，伟明环保领涨，亿纬锂 能、长江电力等个股跟涨。 截至5月13日，碳中和ETF泰康(560560)近1周累计上涨4.42%。碳中和ETF泰康(560560)最新规模达 6757.18万元，创近1月新高。 国信证券表示，本次中美会谈所达成的协议极大利好电新板块对美出口企业的业务恢复。原来受关税政 策影响较大的环节包括动力电池产业链、光伏逆变器、储能电池、AIDC设备、电网设备、消费锂电、 风电零部件，上述环节有望在5月份以来迎来对美出货的修复和加速。 展望后续，晶科能源负责人认为，当前国内分布式抢装高峰已过，市场报价逐渐趋向理性。长期来看， 无论是AI驱动还是绿色电力需求，光伏长期需求依旧旺盛。部分跨界光伏企业已在逐渐退出市场竞 争，结合行业供给侧改革的指引，光伏行业会逐渐进入从亏损到盈亏平衡、再到逐渐盈利的过程。 国泰海通证券指出，在碳中和大背景下，25年国内需求依然有望保持稳定，该机构预计2025 年国内光 伏装机容量将达到280GW，同比小幅增长。2025 年全球光伏装机需求将有望达到583GW，同比增长 10%，海外新 ...

Industry Outlook - The waste resource utilization industry is undergoing profound transformation and restructuring, driven by the "carbon peak and carbon neutrality" goals and supportive policies [1][2] - The industry is expected to maintain high prosperity and enter a rapid growth phase in the coming years [2] Company Performance - In 2024, the company achieved operating revenue of 947 million yuan, a year-on-year increase of 0.99%, and a net profit of 85.97 million yuan, up 54.99% [13] - In Q1 2025, the company reported operating revenue of 213 million yuan, a year-on-year growth of 32.29% [13] Business Strategy - The company focuses on hazardous waste resource utilization and electronic waste dismantling, forming a comprehensive operational model [3][7] - Plans for 2025 include enhancing the recycling of waste household appliances and electronic waste, improving resource recovery rates, and advancing key technology applications [4][10] Risk Management - The company faces risks such as fluctuations in waste material prices, uncertainties in policy subsidies, and increasing competition in recycling channels [5] - Strategies to mitigate these risks include optimizing customer structure, ensuring stable raw material supply, and enhancing internal cost control [5][9] Digital Transformation - The company is committed to digital transformation, particularly in waste resource recovery and operational management, through the development of the "Little Ant" cloud data platform [6][8] - Future investments will focus on further digitizing business processes to improve operational efficiency and customer service quality [6] Regulatory Environment - The company actively participates in policy formulation and implementation in the waste treatment sector to ensure compliance with the latest environmental regulations [6][8] - The 2025 budget for the special fund for the treatment of waste electrical and electronic products is set at 5 billion yuan [12] Competitive Position - The company holds a leading position in the electronic waste dismantling sector, with its subsidiary dismantling 2.6279 million units in 2024, accounting for 40.02% of the total in Zhejiang Province [11][12] - Core competitive advantages include innovative operational models, qualification advantages, digital capabilities, and a stable recycling channel [7][11]

Group 1: Company Performance and Strategy - The company plans to enhance project management and budget management to improve performance and ensure growth in 2025 [1] - In 2024, the company signed new orders worth 1.06 billion yuan, a decrease compared to the previous year [30] - The company aims to strengthen its market presence in the Middle East and Central Asia while exploring high-potential markets [13] Group 2: Carbon Neutrality and Environmental Initiatives - The company is involved in a carbon capture and utilization project that can reduce CO2 emissions by approximately 180,000 tons annually [2] - The company has launched its first offshore carbon capture project in South China, contributing to its carbon neutrality goals [2] - The company is committed to developing CCUS technology and expanding its applications to enhance its competitive edge in this field [2][9] Group 3: Financial Management and Market Response - The company implemented a share buyback program from April to December 2024 to manage its market value [3] - The company's revenue and net profit showed fluctuations in 2024 due to a decrease in new orders and project delays caused by unforeseen factors [5] - The company maintains a reasonable debt-to-asset ratio within the industry and has plans to ensure stable cash flow [29] Group 4: Technological Advancements and R&D - The company is focusing on smart oilfield and digital twin technologies to optimize production and reduce risks [4] - The company has developed a cloud-based IoT platform to enhance service quality and reduce implementation costs [14] - The company is actively investing in R&D for new materials and intelligent engineering to improve its competitive position [14] Group 5: Governance and Investor Relations - The company emphasizes transparency and compliance with regulations to protect shareholder interests [5] - The management is aware of the stock price and is taking measures to boost investor confidence [3] - The company has established a market management system to enhance investor relations and communication [3]

截至5月14日5时，大藤峡工程累计发电量突破200亿度，相当于节约标准煤660万吨，减排二氧化碳1650 万吨，助力国家碳达峰、碳中和战略实施，积极服务流域经济社会高质量发展。(央视新闻) ...

Investment Rating - The investment rating for the environmental engineering and services sector is "Positive" [2] Core Viewpoints - The environmental industry is gradually returning to rationality after experiencing a decline in national subsidies, PPP projects, and mixed ownership reforms. Companies are focusing on core business development while exploring new growth areas such as renewable energy and AI+environmental solutions [24] - In 2024, the environmental sector achieved a total revenue of CNY 395.986 billion, a year-on-year decrease of 1.2%, and a net profit attributable to shareholders of CNY 26.289 billion, a decrease of 10.7%. However, in Q1 2025, the sector's revenue increased by 1.5% year-on-year to CNY 87.873 billion, and net profit rose by 1.3% to CNY 8.723 billion, indicating a steady improvement in performance [24] Summary by Relevant Sections Water Sector - In 2024, the water sector generated revenue of CNY 75.376 billion, a decrease of 1% year-on-year, while net profit increased by 24.1% to CNY 11.822 billion. In Q1 2025, revenue remained flat at CNY 16.785 billion, with net profit growing by 7.6% to CNY 2.663 billion. Recent policy changes are expected to catalyze market-oriented water price reforms, benefiting efficient water companies [3][35] Solid Waste Sector - The solid waste treatment sector achieved revenue of CNY 174.722 billion in 2024, a year-on-year increase of 10.6%, with net profit rising by 10.2% to CNY 14.248 billion. In Q1 2025, revenue grew by 8.6% to CNY 41.34 billion, and net profit increased by 7.9% to CNY 4.3 billion. The new paradigm of waste incineration combined with data centers is expected to enhance profitability and cash flow [4][30] Environmental Monitoring/Testing Sector - The environmental monitoring/testing sector reported revenue of CNY 11.146 billion in 2024, a year-on-year increase of 1.5%, with net profit rising significantly by 46.2% to CNY 0.733 billion. In Q1 2025, revenue decreased by 6.3% to CNY 1.788 billion, while net profit remained stable with a slight increase of 0.4% [4] Environmental Equipment Sector - The environmental equipment sector generated revenue of CNY 61.497 billion in 2024, a decrease of 10.27%, with net profit falling by 33% to CNY 2.873 billion. In Q1 2025, revenue decreased by 6.42% to CNY 13.822 billion, and net profit decreased by 4.6% to CNY 0.986 billion. The demand for energy-saving equipment is expected to rise as the government promotes energy efficiency [5][6] Investment Recommendations - Three main investment lines are highlighted: 1. Water and waste incineration operations, which are expected to benefit from market reforms and stable cash flows. Recommended companies include Xirong Environment and Hongcheng Environment. 2. Environmental equipment, which is anticipated to see increased demand due to ongoing energy-saving initiatives. Suggested companies include Zhongtai Co. and Ice Wheel Environment. 3. Circular economy initiatives, with significant growth potential as outlined in the "14th Five-Year Plan" for circular economy development. Recommended companies include Inke Recycling and High Energy Environment [6][30]

证券代码：002459 证券简称：晶澳科技 晶澳太阳能科技股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 √业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 | 通过网络方式参加公司 2024 年度网上业绩说明会的投资者。 | | 及人员姓名 | | | 时间 | 2025 年 5 月 13 日 | | 地点 | "进门财经"(https://s.comein.cn/vkthyxd9) | | 上市公司接待 | 董事、副总经理 杨爱青 | | 人员姓名 | 财务负责人 李少辉 | | | 董事会秘书 秦世龙 | | | 独立董事 秦晓路 1、公司目前在全球的产能分布情况如何？ | | | 公司生产工厂在国内和海外均有布局，国内主要分布在内蒙古、河北、江苏、安徽、上 | | | 海、浙江和云南，海外生产工厂包括越南北江以及正在筹建的阿曼工厂。截至2024年末公司 | | 投资者关系活 | 组件产能达100GW，硅片与电池产 ...

□媒体采访 □现场参观 □新闻发布会 证券代码：831304 证券简称：迪尔化工 公告编号：2025-022 山东华阳迪尔化工股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 回复：感谢您的关注和提问，公司一季度业绩下滑主要因年产 5 万吨硝酸钾 装置"三化"改造以及主要产品平均销售单价下降所致。公司"三化"改造计划 于 2025 年 6 月 30 日前完成，改造期间将会影响公司硝酸钾产品产销量，进而影 响 2025 年上半年公司整体经营业绩。尽管"三化"改造会对公司短期业绩产生 一定影响，但长远来看，"三化"改造将有助于全面提升装置的生产效率、产品 质量和安全水平，符合公司的经营发展和战略规划。此外，公司所处的基础化工 行业具有较强的周期性，与宏观经济形势密切相关。公司以"硝酸-硝酸盐-熔盐、 硝基水溶肥"全产业链协同发展为战略核心，持续强化硝酸、硝酸钾、硝酸镁等 基础产品竞争优势，同时加速熔盐储能全产业链布局， ...

Revenue and Growth - In 2024, the revenue from kitchen waste treatment reached CNY 462 million, a year-on-year increase of 27.29%, primarily driven by projects in Huzhou, Suzhou, Luoyang, and Bengbu [1] - The revenue from municipal solid waste treatment was CNY 2.296 billion, accounting for 72.3% of total revenue, with an oil extraction rate of 3.84% [4] - The overseas business revenue amounted to CNY 394 million, representing a year-on-year growth of 120% [4] Cost Management and Efficiency - The company's expense ratio decreased by 1.8 percentage points in 2024, attributed to a 19.51% reduction in sales expenses, a 2.43% decrease in management expenses, and a 9.84% decline in financial expenses [1] - The South Taihu Phase V project increased power generation from 350 kWh to a theoretical value of 700 kWh per ton of waste, effectively doubling efficiency [3] Debt and Financial Management - The company has CNY 1.15766 billion of its CNY 1.4 billion convertible bonds remaining unconverted, with over a year until maturity, and is focused on balancing debt management with shareholder interests [2] - A shareholder return plan for 2024-2026 was announced, ensuring a minimum dividend payout ratio of 30% while allowing flexibility based on cash flow and capital expenditure [3] Research and Development - In 2024, the company invested CNY 135 million in R&D, a year-on-year increase of 31.39%, focusing on waste leachate treatment technologies [5] - The proportion of R&D personnel reached 18.7%, with a dedicated team for carbon neutrality technology [4] Accounts Receivable and Client Base - Accounts receivable stood at CNY 1.217 billion, a 10.2% increase from the previous year, with government projects constituting the majority of the client base [4] - The company indicated that the risk of default on government payments is low, as most projects are secured by contractual agreements [4] Patent and Innovation - In 2024, the company obtained 15 new patents, with ongoing research in anaerobic ammonia oxidation technology [5] - The company has not yet developed a "waste incineration carbon emission accounting system" [5]

中新网松原5月13日电 (郭佳高东旭)在位于吉林省松原市的中国石油吉林油田公司黑46区块，从长岭天 然气净化站分离出的二氧化碳经过12.6公里的运输管道，源源不断地注入地下。 4月28日，吉林松原，吉林油田一平台正利用CCUS技术开采石油。 郭佳摄 "把注入地下的二氧化碳作为开采石油的介质，开采效率比传统的水介质要高25%，这样每年可以多开 采20多万吨石油。"中国石油吉林油田二氧化碳开发公司(一体化中心)主任张德平13日受访时说。 中国石油吉林油田公司最新数据显示，今年前4个月，埋存二氧化碳14.8万吨，至此埋存二氧化碳总量 已接近400万吨，相当于植树3400万棵、200余万辆经济型轿车停开一年，埋存二氧化碳总量稳居中国第 一。 2005年，吉林油田在科尔沁草原深处发现了中国陆上第一个火山岩气田——长岭气田。该气田虽然天然 气蕴藏丰富，但二氧化碳含量高达20%以上，若清洁开采必先解决伴生二氧化碳气体的去向问题。 为解决这一难题，吉林油田将大情字井油田黑59、黑79、黑46区块列为先期"试验田"，在国内率先走通 了二氧化碳捕集输送、集输处理、循环注入全流程，累计申报国家专利技术30多项。 凭借系列自主技术， ...

诚邦股份 603316 2024 年年度股东大会会议资料 诚邦生态环境股份有限公司 会 议 资 料 二○二四年五月 议资料 诚邦生态环境股份有限公司 诚邦股份 603316 2024 年年度股东大会会议资料 诚邦生态环境股份有限公司 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司股东大会规则》以及《公司章程》、 《股东大会议事规则》的相关规定， 特制定本次股东大会会议须知。 一、本次会议设立股东大会会务组，具体负责会议期间的组织及相关会务工 作。 二、为保证本次大会的严肃性和正常秩序，切实维护股东的合法权益，务请 出席大会的股东或股东代理人（以下统称"股东"）及相关人员准时到达会场签到 确认参会资格。股东参会登记当天没有通过电话、邮件或传真方式登记的，不在 签到表上登记签到的，或会议正式开始后没有统计在会议公布股权数之内的股东 或股东代理人，不参加表决和发言。 三、请参会人员自觉遵守会场秩序，进入会场后，请关闭手机或调至振动状 态。 四、股东在会议召开期间准备发言的，请在会议开始前到大会会务组登记并 填写 ...