Group 1 - The establishment of Hunan Yunchu Siweipu New Energy Technology Co., Ltd. is a joint investment by Toyota (China), China Minmetals, Hunan Yunchu Recycling New Energy Technology Co., Ltd., Minmetals New Energy Materials (Hunan) Co., Ltd., and Minghe Industry (Shanghai) Co., Ltd. with a registered capital of 100 million yuan [1][2] - The company aims to address the challenges of retired battery recycling and utilization, injecting new vitality into the power battery recycling market [1][2] - The partnership emphasizes sustainable development and corporate social responsibility, aligning with the goal of achieving carbon neutrality [1][2] Group 2 - The company will focus on building a Sino-Japanese technology cooperation model in the new energy sector, addressing key technical challenges in retired battery recycling [2] - The full industry chain advantage of China Minmetals will be leveraged to create a closed-loop industry for resource-materials-reuse-recycling [2] - The market for retired battery recycling in China is seen as having broad prospects and significant cooperation potential [2]

一块水泥砖能给手机、汽车充电？是真的！5月9日，记者从东南大学了解到，由中国工程院院士、东南 大学教授缪昌文和材料科学与工程学院教授周扬团队研发的仿生自发电-储能混凝土正式亮相。这项全 球首创的技术直击建筑行业高能耗痛点，将水泥从"能源消耗者"变为"能源综合体"，实现自发电与自储 能的双重突破。 历时4年研发 让水泥可发电、可储能 "建筑行业的碳排放占社会碳排放总量的50%，能耗占比也超过45%以上。"周扬告诉记者，以太阳能光 伏为代表的清洁能源技术，虽然可以有效地降低建筑碳排放，实现碳达峰、碳中和目标，但是受天气制 约大、储能成本高昂等短板也愈发凸显。为了解决这些问题，周扬团队依托重大基础设施工程材料全国 重点实验室，在国家自然科学基金首批原创-探索项目的资助下，历时4年研发了仿生自发电-储能混凝 土，涵盖自发电水泥基超材料、自储电水泥基超级电容器两大技术模块，让混凝土这种世界上用量最大 的建筑材料变为能源的生产者、储存者。 记者在现场看到，团队成员将4块自发电水泥串联在一起后，产生了3.1伏的电压，LED灯泡随即亮了起 来。水泥为什么可以自发电？周扬向记者解释到："有温差，自发电水泥材料就可以将热能转化为 ...

| 股票简称：锦浪科技 | 证券代码：300763 | | 记录表编号：2025-002 | | --- | --- | --- | --- | | 投资者关系活动类别 | □特定对象调研 | | □分析师会议 | | | □媒体采访 | | √业绩说明会 | | | □新闻发布会 | □路演活动 | | | | □现场参观 | □其他： | | | 单位名称 | 线上参与公司 | 2024 | 年度网上业绩说明会的投资 | | | 者 | | | | 时间 | 年 月 2025 05 | 日 09 | 15：30-16：30 | | 地点 | | 价值在线（https://www.ir-online.cn/）网络互动 | | | 公司接待人员姓名 | 董事长：王一鸣 | | | | | 董事会秘书：张婵 | | | | | 财务总监：郭俊强 | | | | | 独立董事：楼红英 | | | | | 保荐代表人：廖翔 | | | | 投资者关系活动主要内容介绍 | 详见会议纪要 | | | | 关于本次活动是否涉及应披露 | 否 | | | | 的重大信息 | | | | | 日期 | 年 月 2025 05 ...

Group 1: Company Overview and Market Position - Hu塑科技 has established a strong market position in the backup power sector, leveraging 20 years of expertise and a solid reputation in battery safety management [4][9]. - The company has received significant funding since its IPO, enhancing its capabilities in market expansion, product development, and risk management [9]. Group 2: Financial Performance - In Q1 2025, the company reported a 27.16% year-on-year decline in revenue and a 16.17% drop in net profit, attributed to strategic adjustments in response to market conditions [8]. - The net cash flow from operating activities increased by 136.46% in 2024, primarily due to improved management of accounts receivable [5]. Group 3: Product Development and Innovation - The company has developed various Battery Management Systems (BMS) for different applications, including energy storage and commercial use, integrating them into the HV3S system for enhanced efficiency and reliability [3]. - Hu塑科技 is actively expanding its product offerings in the zinc-nickel battery sector through its subsidiary, Hu Zinc Energy, targeting multiple industries such as transportation and telecommunications [4]. Group 4: Market Trends and Future Outlook - The demand for backup batteries is expected to grow significantly, driven by policies like "East Data West Computing" and advancements in artificial intelligence, which increase the need for data processing capabilities [3][9]. - The company aims to capitalize on the growing market opportunities in data centers, energy storage, and communication sectors, with a focus on global strategic development [7]. Group 5: Strategic Initiatives - Hu塑科技 is committed to enhancing its market value through effective management strategies and responding to national policies on market capitalization [6]. - The company plans to continue its strategic integration within the industry, focusing on battery safety management technology to serve global customers [7].

Core Viewpoint - The company reported a total operating revenue of 9.12 billion yuan for the year 2024, reflecting a year-on-year growth of 1.27%, while the net profit attributable to shareholders was a loss of 663 million yuan, indicating a significant reduction in losses compared to the previous year [2][4][5]. Financial Performance - The company's total operating revenue was 9.12 billion yuan, with a year-on-year increase of 1.27% [2][4]. - The net profit attributable to shareholders was a loss of 663 million yuan, showing a substantial reduction in losses compared to the previous year [2][4]. - The operating income from the construction general contracting segment was 5.20 billion yuan, a decrease of 5.48% year-on-year [3][4]. - The infrastructure investment segment achieved an operating income of 1.89 billion yuan, representing a year-on-year growth of 17.82% [5][6]. - The green building segment reported an operating income of 1.98 billion yuan, with a year-on-year increase of 8.28% [6][7]. Strategic Developments - The company entered a strategic partnership with Hangzhou Communications Investment Group, which is expected to enhance its market position and operational capabilities [4][5][6]. - The transfer of 128,499,668 shares from the Lai Zhenyuan family to Hangzhou Communications Investment Group was completed, marking a significant step in the partnership [4][5]. - The company aims to leverage the resources and project capabilities of Hangzhou Communications Investment Group to strengthen its position in the infrastructure sector [4][5][6]. Industry Context - The construction industry faced challenges in 2024, with a decline in new contracts and construction area, reflecting a broader economic slowdown [7][8]. - The real estate sector also experienced significant pressure, with a 10.6% year-on-year decrease in development investment [8][9]. - Despite short-term challenges, the long-term outlook for the construction and real estate sectors remains positive due to ongoing urbanization and infrastructure development initiatives [8][9]. Operational Highlights - The company successfully secured five projects in the Hangzhou market, totaling 1.08 billion yuan, indicating progress in its strategic partnership [4][5]. - The company maintained a zero major safety and quality incident record throughout the year, showcasing its commitment to project management and execution [4][5]. - The company received multiple accolades, including being ranked among the top 80 contractors in China and the top 100 private enterprises in Shanghai [5][6]. Research and Development - The company obtained 30 new patents and 14 provincial-level construction methods during the reporting period, highlighting its focus on innovation [5][6]. - The green building segment has been actively developing technologies and products that align with national carbon neutrality goals, including the S-SYSTEM for prefabricated buildings [6][10][11].

Core Viewpoint - The company is set to hold its annual shareholder meeting on May 20, 2025, to discuss various proposals including the confirmation of director and supervisor remuneration for 2024, and to review the annual reports and financial statements for 2024 [3][4][5]. Group 1: Meeting Details - The meeting will take place both in-person and online, with specific voting times outlined for shareholders [3][4]. - The chairman of the board, Wang Minliang, will preside over the meeting, and the company secretary will be responsible for the meeting records [3][4]. Group 2: Financial Performance - In 2024, the company achieved a revenue of 1,027,357.74 million RMB, a 20.11% increase from 2023 [8][26]. - The net profit attributable to shareholders reached 101,303.89 million RMB, reflecting a 51.82% growth compared to the previous year [15][26]. - Total assets increased by 23.60% to 2,332,190.80 million RMB, while total liabilities rose by 31.95% to 1,518,406.87 million RMB [8][27]. Group 3: Operational Highlights - The company successfully launched two major projects in Guangxi and Hubei, each with an investment exceeding 10 billion RMB, enhancing its production capacity [24][25]. - Sales volume for 2024 reached 122.29 million tons, marking a 28.29% year-on-year increase [25][26]. - The company has optimized its product structure, particularly in high-end food packaging materials, which contributed to the revenue growth [27][28]. Group 4: Future Outlook - The company plans to continue expanding its market share and production capacity, particularly in the high-performance paper-based materials sector [24][29]. - The introduction of new product lines, including biodegradable food packaging materials, is expected to drive future growth [29].

Group 1: Industry Performance - The global wind power installed capacity is expected to reach 117 GW in 2024, marking a historical high, with a compound annual growth rate (CAGR) of 8.8% projected for the wind energy sector [2] - In 2024, China's new wind power installed capacity is forecasted to be 79.82 GW, representing a year-on-year growth of 6% [2] - The total wind power generation in China for 2024 is estimated at 991.6 billion kWh, showing a year-on-year increase of 16% [2] Group 2: Company Financials - The company achieved an operating revenue of 4.838 billion yuan in 2024, reflecting a year-on-year increase of 0.52% [6] - The overseas sales revenue for 2024 reached 1.694 billion yuan, up by 21.57% compared to the previous year [15] Group 3: Strategic Initiatives - The company has signed strategic cooperation agreements with domestic manufacturers in the commercial aerospace sector, focusing on rocket body structures and related products [2] - The company is actively expanding its commercial aerospace business, including team building and market research [2] Group 4: Market Position and Challenges - The company maintains a leading position in the wind power equipment manufacturing industry, with a comprehensive product range and extensive capacity layout [8] - The company is addressing profit margin declines due to industry cycles, product mix, and raw material price fluctuations by optimizing customer structure and enhancing project management [15]

Financial Performance - In 2024, the company achieved a revenue of 7.961 billion CNY, an increase of 14.83% compared to the previous year [3] - The net profit attributable to shareholders was -252.46 million CNY, a decline of 685.72% year-on-year [3][5] Market Drivers - The demand for batteries is driven by carbon neutrality goals, leading to growth in energy storage, consumer, and power batteries [3] - Technological advancements have led to breakthroughs in battery platforms, including high energy density technology (>400Wh/kg) and low-temperature technology (-40℃) [3][4] Industry Trends - The global energy storage battery market is expected to see explosive growth, with a shipment scale of 314.7 GWh in 2024, a 60% increase year-on-year [6] - The consumer battery market is projected to grow at a compound annual growth rate (CAGR) of 6.24% from 2024 to 2032 [6] - The power battery market is anticipated to reach 894.4 GWh in installed capacity in 2024, a 27.2% increase year-on-year [6] Sector Performance - The lithium primary battery business generated revenue of 299.52 million CNY in 2024, a growth of 9.91% year-on-year [4] - The electric vehicle market is expanding, with sales of pure electric heavy trucks increasing by 139.4% to over 82,700 units [7]

Core Views - The report outlines the continuous supervision work conducted by Shenwan Hongyuan Securities for Zhongzi Technology Co., Ltd. after its listing, emphasizing compliance with relevant regulations and the establishment of a robust supervision system [1][2]. Continuous Supervision Work - Shenwan Hongyuan has established and effectively implemented a continuous supervision system, including a work plan [2]. - The institution has signed a rights and obligations agreement with Zhongzi Technology, which has been filed with the Shanghai Stock Exchange [2]. - Continuous supervision includes regular communication, site inspections, and due diligence to ensure compliance with laws and regulations [2][3]. Compliance and Governance - The institution supervises Zhongzi Technology's compliance with laws, regulations, and commitments made by its management [3][4]. - The company has been urged to establish effective internal control systems and governance structures [3][4]. - Information disclosure practices are closely monitored, ensuring that all documents submitted to regulatory bodies are accurate and complete [4][5]. Financial Performance - For the fiscal year 2024, Zhongzi Technology reported a revenue of CNY 1,564,932,497.13, reflecting a 1.35% increase from the previous year [12]. - The net profit attributable to shareholders was a loss of CNY 26,218,438.81, a significant decline of 161.95% compared to the previous year [12]. - The company’s cash flow from operating activities was negative at CNY -156,880,149.19, indicating financial strain [12]. Research and Development - The company increased its R&D expenditure by 26.13% to CNY 109,693,350.33, representing 7.01% of its total revenue [17]. - During the reporting period, Zhongzi Technology applied for 47 new domestic patents, enhancing its innovation capabilities [17][18]. Market Position and Risks - The environmental catalyst industry is characterized by intense competition, with significant market share held by foreign companies [9]. - The company faces risks related to core competitiveness, operational challenges, and fluctuations in precious metal prices, which are critical for its production [6][8][9]. - The transition to stricter emission standards and the growth of the new energy vehicle market may impact the demand for traditional fuel vehicle catalysts [10][11]. Use of Proceeds - The company raised CNY 1,407,189,683.51 from its IPO, with funds allocated for various projects, including the development of new catalysts and enhancing production capabilities [20][21]. - As of December 31, 2024, the company ensured compliance with regulations regarding the use of raised funds, with no violations reported [20][21].

Core Points - Yokohama Rubber's Suzhou factory has received approval for its rooftop distributed photovoltaic project, with a total installed capacity of 2.98 MWp, set to commence construction by the end of May and expected to be completed within two months [1] - The project is projected to generate an average annual electricity output of approximately 2,778 MWh over 10 years and 2,704 MWh over 20 years, fulfilling part of the factory's clean energy needs [2] - The environmental benefits are significant, with estimated annual CO2 emissions reductions of about 2,110 tons over 10 years and 2,054 tons over 20 years, equivalent to the annual carbon absorption of approximately 94,000 trees [2] - This photovoltaic project is a key initiative in Yokohama's "sustainable development vision," aiming to reduce environmental impact while ensuring production efficiency through technological innovation [2] - As a pioneer in the tire industry's low-carbon transition, Yokohama has been increasing its investment in clean energy, with this project being a crucial step in its localized green strategy [2] - The initiative reflects the commitment of foreign enterprises to fulfill social responsibilities and provides a model for green upgrades in the manufacturing sector [2] - The company plans to further expand renewable energy applications and promote emissions reductions across the entire value chain, continuing to lead the industry in sustainable development [2]