在能源结构持续向低碳化、安全性与稳定性并重的背景下，核电作为重要的清洁基荷能源正重回政策与 资本的双重焦点。2024年，在传统能源承压、新能源竞争加剧的大环境下，中国核电(601985.SH)交出 了一份稳健中有增长、扩张中控节奏的财报，展现出作为"清洁能源央企梯队中第二核心资产"的长期潜 力。 营收稳中有升，现金流优异，盈利能力保持韧性 根据公司2024年年报，中国核电全年实现营业收入772.72亿元，同比增长3.09%；实现利润总额225.64 亿元，同比微降1.82%；净利润为165.53亿元，其中归属于母公司股东的净利润为87.77亿元，同比下降 17.38%。尽管盈利短期承压，但整体仍维持在历史高位，显示出良好的基本盘和管理韧性。 这一"高位稳住"的表现，是否意味着公司穿越周期的能力已被市场低估？从长期视角看，中国核电的盈 利节奏值得重新审视。 从图中可以看出，中国核电近十年归母净利润整体呈"阶梯式上行"。2015至2019年，公司每年都在稳步 增长，节奏不急不躁，却非常扎实，体现了电力运营央企在政策、电价与成本周期变化中的强抗压能 力；2020年起，公司进入新一轮装机投产周期，盈利水平迎来明显抬升 ...

Core Viewpoint - The Anhui Provincial Taxation Bureau is implementing innovative service measures to enhance the tax environment for businesses, focusing on supporting listed companies, foreign trade enterprises, and green industry transformation to promote high-quality economic development [1] Group 1: Support for Listed Companies - The Anhui Provincial Taxation Bureau has established a "full-cycle tracking and guidance" mechanism to assist listed companies with complex tax matters, utilizing third-party data platforms to monitor capital market announcements and create dynamic records for significant events like equity transfers and asset restructuring [3] - An expert team has been formed to provide tailored guidance for financial innovation products such as convertible bonds, helping issuing companies identify risks [3] Group 2: Facilitation of Foreign Trade Development - A service system characterized by "three degrees" has been implemented to empower foreign trade enterprises, including precise services to address difficulties, optimizing processes for paperless handling of export tax refunds, and enhancing collaborative regulation with customs [4] - The bureau has established a direct connection system with key export enterprises, conducting quarterly surveys to address over 200 tax-related issues [4] Group 3: Promotion of Green Development - The Anhui Provincial Taxation Bureau is focusing on the "dual carbon" strategy by creating a collaborative framework for green taxation, updating 12 types of policies related to environmental and resource taxes, and using big data to deliver targeted policy packages to 32,000 enterprises [5] - The "Green Tax Loan" project has successfully provided low-interest loans totaling 1.43 billion yuan to 89 environmentally compliant enterprises, demonstrating the effectiveness of the initiative [5] - A joint monitoring platform has been established with water resource departments to reduce water consumption among key monitored enterprises [5] Group 4: Overall Tax Administration Improvement - The bureau is leveraging the tax publicity month to launch the "Convenient Tax Spring Breeze Action," enhancing smart tax administration through precise policy delivery, intelligent risk prevention, and rapid response to taxpayer needs [6] - The aim is to continuously improve the sense of gain for market entities and contribute to high-quality economic development [6]

Core Viewpoint - China Resources Land released its 2024 Sustainable Development Report, showcasing its ESG responsibilities and achievements in a comprehensive manner [1][2][3] Environmental Dimension - The company actively responds to the national dual carbon strategy, integrating sustainable development concepts throughout the design, construction, and operation phases [1] - Total environmental protection investment reached 10.93 million yuan, with 15 subsidiaries obtaining ISO 14001 environmental management system certification [1] - Two new ultra-low energy and low-carbon building certification projects were added, bringing the total to 373 certified projects with a cumulative certified area exceeding 57.17 million square meters [1] - Investment in energy-saving and emission-reduction technology upgrades amounted to 8.2366 million yuan, with expected annual energy savings of 8 million kWh [1] - The company emphasizes ecological sustainability, having constructed and operated over 30 park projects in cities like Shenzhen, Chengdu, and Xi'an [1] Social Dimension - In 2024, the company added 2.82 million square meters of new land reserves, increasing the number of shopping centers to 92 and managing a cumulative area of over 76 million square meters in urban construction [2] - The construction area for affordable housing reached 19.15 million square meters, managing 56,000 rental housing units to address urban housing needs [2] - The company conducted 24,612 emergency drills with over 530,000 participants and organized 7,089 safety education activities, reaching over 260,000 individuals [2] - Since 2008, the company has been involved in the planning and construction of 13 Hope Towns to support rural revitalization [2] Governance Dimension - The company has enhanced its corporate governance by optimizing its top-down risk management framework [2] - A total of 103 training sessions on laws and regulations were conducted, covering over 17,000 participants [2] - The company obtained 1,346 registered trademarks, 1 famous trademark, 189 patents, and 80 software copyrights [2] - In 2024, the company released its sustainable development financial framework, receiving professional recognition from the Hong Kong Quality Assurance Agency (HKQAA) [2] - The company secured 8.5 billion yuan in new ESG loans, with a total of 28.8 billion yuan in outstanding loans aimed at promoting sustainable development and green supply chain transformation [2] Recognition - The company's efforts in the ESG field were recognized with a four-star rating in the GRESB global real estate sustainability assessment [3] - It was included in the Hang Seng Sustainable Development Corporate Benchmark Index and the ESG50 Index, ranking 7th in the State-owned Assets Supervision and Administration Commission's "Top 100 ESG Pioneers of Central Enterprises" and 10th in the "Top 100 ESG Pioneers of Chinese Listed Companies" by China Central Television [3]

2024年是中国环保产业深度变革的一年，也是国中水务锚定战略转型、加速新旧动能转换的关键之年。 面对宏观经济波动、行业竞争加剧等挑战，国中水务以"降本增效、创新驱动、绿色转型"为核心理念， 在夯实传统水务业务的基础上，通过资产优化、技术突破和战略投资，不断构建高质量发展的新格局。 国中水务高度重视技术研发、技术引进和技术成果产业化应用，坚持在运营实践中鼓励创新，不断培育 环保领域细分板块的核心技术团队。公司以市场需求为导向，不断加强创新研究平台建设，孵化新的蓝 海环保业务增长点。通过培育国中技术、生产国中产品、提供国中服务，实现了"资产+技术+增值服 务"的业务模式。 在运营管理过程中，国中水务坚持长期发展主义，注重项目的质量和服务水平，严格按照国家相关标准 进行污水处理，确保出水水质稳定达标。凭借在环保领域累积的丰富的项目建设、运营管理经验以及对 运营成本的把控，公司完成了众多优质工程。 在市场拓展上，国中水务通过跨区域布局，加强与外部资源的合资合作，持续整合行业资源，推动区域 协同发展。在与客户、销售网络等方面深入互动和资源配置基础上，公司为政府和企业客户提供一揽子 包括水处理在内的环境综合治理解决方案， ...

Core Viewpoint - Pengfei Group aims to become a global leader in clean energy and smart enterprises, focusing on green transformation and technological innovation to align with national strategies and carbon neutrality goals [1][2][7]. Group 1: Company Overview - Founded in 1993, Pengfei Group has developed into a comprehensive energy enterprise with assets of 150 billion yuan and 30,000 employees, producing various energy products including 30 million tons of coal annually and 2 billion cubic meters of LNG [1]. - The company has been listed among China's top 500 private enterprises for six consecutive years from 2019 to 2024 [1]. Group 2: Green Development Strategy - Pengfei Group emphasizes high-quality transformation and aims to be a leader in the energy revolution by adopting a green development model and focusing on hydrogen energy, high-end equipment manufacturing, and zero-carbon logistics [2][3]. - The company is committed to achieving carbon peak and carbon neutrality goals, leveraging its existing resources to transition from traditional energy to emerging green energy industries [3]. Group 3: Technological Innovation - The company integrates advanced technologies in its operations, such as using coal gas from coking processes to produce hydrogen, thereby promoting resource utilization and reducing pollution [3][6]. - Pengfei Group has established a comprehensive hydrogen energy industrial chain and is recognized for its intelligent manufacturing capabilities, including the development of a hydrogen fuel engine and various hydrogen-powered vehicles [17][18]. Group 4: Social Responsibility and Brand Development - Pengfei Group actively engages in social responsibility initiatives, contributing over 1 billion yuan to disaster relief and community development projects [22][23]. - The company has been recognized for its brand strength, ranking 240th in the 2024 China Enterprise 500 and 92nd among private enterprises, while also receiving accolades for its hydrogen energy brand [26]. Group 5: Future Outlook - The company plans to expand its hydrogen energy initiatives, aiming to establish a comprehensive hydrogen supply chain and promote the use of hydrogen-powered vehicles [39]. - Pengfei Group is focused on international collaboration and technological advancement to enhance its competitive edge in the global market [36][37].

4月22日，功率半导体模块散热基板领域领军企业黄山谷捷股份有限公司（股票代码：301581，简称：黄山谷 捷）正式披露2024年度业绩报告。报告显示，在上游电解铜价格创近十年新高、行业整体承压的严峻形势下， 公司一方面积极拓展新客户，另一方面加码研发不断积累技术动能，整体实现了稳健发展，全年实现营业收入 72,463.30万元，归母净利润达11,191.83万元。 国内业务增长稳定，积极拓展新客户积蓄动能 不过具备针翅结构的铜针式散热基板是一种成形难度高且精度高的精密结构件，基板上的铜针密度高，表面间 距一般只有1.0mm-1.6mm 左右，成百上千的铜针对生产工艺提出了较高的要求。为突破工艺瓶颈，黄山谷捷 首创冷精锻一体化成型技术。通过自主研发的专用模具与智能锻压系统，将铜排毛胚直接成型为精密基板，在 这一技术加持下，公司产品热导率提升至395W/(m·k)的行业领先水平，弧度精度稳定在±0.03mm范围内，基板 硬度强化至90-115HV等级，形成了显著的技术经济性优势。 黄山谷捷成立于2012年，是国内较早从事功率半导体模块散热基板研发生产的企业之一，公司产品主要用于新 能源汽车电机控制器用功率半导体模 ...

Core Viewpoint - The forum held on April 28, 2025, focused on promoting green and low-carbon development to support China's modernization, highlighting the importance of collaboration among government, industry experts, and enterprises in achieving carbon neutrality goals [1] Group 1: Green Supply Chain Initiatives - JD.com is a pioneer in building a "green supply chain," launching the "Qingliu Plan" to reduce carbon emissions across key supply chain segments such as warehousing, transportation, and trading [2] - The company has initiated an ecological restoration project, restoring 20,000 square meters of mangrove wetlands, converting daily delivery activities into environmental protection efforts [2] - JD.com has installed photovoltaic systems in 17 smart industrial parks, with a total capacity of 139.22 MW, generating over 61,000 MWh annually, enough to power a medium-sized county for three months [2] Group 2: Sustainable Packaging and Consumption - In 2024, JD.com utilized 860 million self-developed eco-friendly cartons, reducing carbon emissions by 12,164 tons, and employed 960,000 reusable boxes, cutting emissions by 72,520 tons [3] - The company has achieved 100% usage of reusable and biodegradable bags in its supermarkets and has transitioned to using fully biodegradable packaging for its pharmacy deliveries [3] - JD.com launched the "Qinglv Plan" in collaboration with over 100 Fortune 500 brands, generating 100 million green orders in 2024, with a maximum carbon reduction of 6,390 grams per order [4] Group 3: Digital Technology and Green Development - The central government has emphasized the importance of digital technology in facilitating green transformation, with JD.com leveraging its digital capabilities to optimize supply chain processes [5] - JD.com developed the MRV-T system, a patented carbon footprint technology, included in the national green technology promotion directory, and created the "Jingtan Hui" platform to manage supply chain carbon footprints [5] - The platform has served over 100 global brands, calculating 40 million shipping orders and helping partners reduce carbon emissions by 464 tons [5] Group 4: Green Procurement and Future Plans - JD.com's enterprise services integrate carbon footprint management technology with procurement platforms to support green procurement and supply chain construction [6] - The company aims to continue promoting internal carbon reduction across its business systems while enabling external collaboration for supply chain decarbonization [6]

MOF、COF等新型分离材料量产突破 《巴黎协定》6.4条款 全球碳市场即将启动 前沿材料突破、新兴应用场景层出不穷 面对全球性的能源与环境挑战 政策与局势的不断变化 如何发掘下一个材料、应用爆点？ 实现政产学研用金协同合作？ 2025（第四届）中国国际气体分离产业大会 全体论坛 阐述产业发展趋势及最新进展 应用专题 解读产业化现状及应用难题 10日签到当天 "青年科学家论坛" 集聚全球青年力量 江苏油田CO 2 驱油现场 、 华电句容电厂万吨级CCUS示范工程项目参观 了解工艺现状及生产难题 墙报展示、需求对接、学术成果交流······ 顶层设计者、大咖科学家、产业化先驱 EPC及业主单位、业界龙头企业汇聚 5月11-12日 江苏扬州 GSIC 2025 排名不分先后，更新至 4 月 25 日 邀您共襄盛举！ 嘉宾和参会代表报到 5月10日 13:30-17:30 "青年科学家论坛" "学术成果墙报展示" 会议主论坛: 气体分离宏观分析;新型高性能气体分离材料 5月11日 宏观政策、当下产业发展情况及未来趋势 顶端科研进展及新型膜分离、吸附、吸收材料及工艺 应用专题: 气体分离与净化回收研究开发、工艺设计及 ...

Core Viewpoint - The company, Nanjing Kanni Electromechanical Co., Ltd., reported a profit distribution plan for 2024, proposing a cash dividend of 2.5 yuan per 10 shares, amounting to approximately 212.36 million yuan, which represents 60.53% of the net profit attributable to shareholders for the year [4][23]. Group 1: Company Overview - Nanjing Kanni Electromechanical Co., Ltd. focuses on the rail transit and new energy vehicle parts industries, positioning itself as a smart transportation equipment platform [12][13]. - The company has a diversified business structure, with rail transit products as the core, new energy vehicle parts as a growth area, and smart health products as emerging business segments [12]. Group 2: Industry Context - The rail transit industry in China is experiencing growth due to national strategies and economic recovery, with significant investment in railway infrastructure, reaching 850.6 billion yuan in 2024, a year-on-year increase of 11.3% [7]. - The urban rail transit sector is stabilizing, with 58 cities operating 362 lines totaling 12,168.77 kilometers, and an expected addition of nearly 1,000 kilometers of new lines by 2025 [8]. - The new energy vehicle parts industry is supported by national policies, with production and sales of new energy vehicles reaching 12.89 million units in 2024, a year-on-year increase of 34.4% [10]. Group 3: Financial Performance - For the reporting period, the company achieved a revenue of 3.97 billion yuan, an increase of 12.64% year-on-year, primarily driven by growth in maintenance and safety door businesses [21]. - The net profit attributable to shareholders was approximately 350.83 million yuan, remaining stable compared to the previous year, impacted by provisions for investor compensation [21][23]. - The total assets of the company reached 6.92 billion yuan, reflecting a year-on-year increase of 9.69% [21].

Core Viewpoint - Longdi Group reported significant growth in its 2024 annual report, achieving record highs in revenue and net profit, driven by strategic initiatives and market recovery [1][2]. Group 1: Financial Performance - In 2024, Longdi Group achieved operating revenue of 1.894 billion and net profit of 172 million, representing year-on-year growth of 16.16% and 57.16% respectively [1]. - The company attributes its performance to the implementation of the "old-for-new" policy in home appliances and the gradual recovery of overseas markets, leading to a notable increase in the overall value of the home appliance industry [1]. Group 2: Business Segments - Longdi Group has established three main business segments: household air conditioning blades, mechanical fans, and composite materials, leveraging a rich product line advantage [1]. - In the air conditioning blade sector, trends towards efficiency, intelligence, environmental protection, and product innovation are identified as key development directions [2]. - The mechanical fan industry is experiencing growth driven by the "carbon neutrality" and "carbon peak" goals, with a focus on green and low-carbon technologies [2]. - The composite materials sector is seeing widespread application in various fields, with a focus on high-performance, recyclable materials driven by environmental regulations [2]. Group 3: Future Outlook - For 2025, the domestic retail scale of home appliances is expected to see only a slight year-on-year increase due to factors such as the depletion of demand from 2024 and high retail bases from government subsidies [1]. - Longdi Group is proactively developing a joint module solution for robotic core motion components, integrating permanent magnet synchronous motors, reducers, and intelligent control technology, currently in the early development stage [2]. - The company aims to accelerate the application of its products in industrial automation and smart equipment, while embracing emerging technologies like smart home and artificial intelligence [3].