在"双碳"目标的推动下，每一滴油的充分利用，都是对未来的深刻致敬。4月22日，潍柴全新一代H/T-2.0高热效率发动机产品在南京发布，目的 就是"为省油而生"。 开启大马力商用车效率革命新时代 在当前的物流运输市场，众多卡友纷纷抱怨赚钱之路日益艰难，省油降耗已成为他们购车时的核心考量，发动机作为燃烧燃油提供动力的单元，是整车 节油最为关键的一环。 为了进一步将"省油"进行到底，潍柴全新燃油动力新品——WP12H/T-2.0、WP14H/T-2.0、WP15Hs/T-2.0三款大马力产品应势而来。此次潍柴重磅推出 12L、14L、15L三款新品，覆盖运输全场景，由高热效率技术及多种省油"黑科技"加持，为中国物流运输行业带来"省油、省钱、省心、省时"全新价值体 验，开启大马力商用车效率革命新时代。 据介绍，作为中国内燃机行业的领军企业，潍柴深耕内燃机行业近80年，积累了深厚的技术底蕴与丰富的行业经验，形成了全球工艺最全、产品覆盖最 广的发动机产品布局。目前潍柴国内发动机保有量超过600万台，在重卡、客车、工程机械、农业装备、船舶、工业电力等行业市占率稳居第一，高效可靠 的品牌形象深入人心，广受用户好评。 当然，亮 ...

正文 在碳达峰、碳中和目标的引领下，我国能源体系正加速向清洁低碳、安全高效转型。近 年来，我国电力行业绿色低碳发展不断取得新成就。"十四五"以来新能源发电装机规模累计 增长157.4%，年均增长26.7%；截至2024年末，以风电、太阳能发电为主的新能源发电装机 规模达到14.5亿千瓦，首次超过火电装机规模。然而，受自然因素和技术限制影响，新能源 发电表现出间歇性和波动性的特点，给电网的安全性和稳定性带来挑战。因此，能够为电网 运行提供调峰、调频、备用、需求响应支撑等多种服务的储能技术，成为解决这一难题的关 键，对于提升电力系统灵活性和安全性具有重要意义。相比传统的抽水蓄能，新型储能技术 具有建设周期短、布局灵活、响应速度快等优势，可以实现电力系统的弹性调节。当前主流 的新型储能技术包括锂离子电池、液流电池等电化学储能技术，压缩空气、飞轮储能等物理 储能技术，储热、储冷等热力学储能技术，以及氢储能等化学储能技术。 摘要 近年来，我国电力行业绿色低碳发展不断取得新成就，截至2024年末，我国新能源装机 规模首次超越火电，然而新能源发电的波动性对电网稳定性构成挑战。在此背景下，具备布 局灵活、响应迅速等优势的新型 ...

"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 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 添加文末微信，加 绿氢 群 燃料电池车（FCV）作为氢能应用的核心场景之一，近年来备受关注。尽管政策支持和技术进步为其 发展奠定了基础，但市场爆发仍需突破氢源价格、经济性及基础设施三大瓶颈。 市场现状与瓶颈：潜力巨大但短期承压 01 市场增速波动，政策驱动为主 2025年作为"十四五"补贴收官年，企业战略相对保守，对延续政策持观望态度，燃料电池车销量预计 全年不超过7000辆，较往年将有所下滑。2025年一季度仅上牌1145辆，且其中480辆为2024年底成都揭 榜挂帅项目，今年目前实际产销不到700辆，暴露出经济性不足、基础设施滞后等问题。目前，中国 FCV保有量约2.8万辆，但商用车占主导（如公交车、物流车），乘用车推广缓慢。 02 核心瓶颈尚未突破 突破路径：三大关键问题的解决方向 01 氢源价格下降：绿氢规模化与成本优化 多地负电价现象为电解水制氢提供成本优化窗口。例如，德国通过可再生能源过剩电力制氢已实现部 分绿氢平价。中国若推 ...

智通财经4月22日电，恩捷股份（002812.SZ）发布公告，2024年国内生产基地绿电使用率达59%，超额 完成年初50%的目标。其中，江苏、上海、珠海等主力基地实现100%绿电覆盖，江西通瑞、云南红塑 绿电比例均超90%，展现公司在清洁能源转型上的坚定决心。恩捷股份表示，2025年将从光伏规模化应 用、绿电交易创新以及数字化能源管理三大维度进一步持续推进生产基地绿电供应。公司目前已制定碳 中和路线图，计划2035年实现运营层面碳中和，并致力于推动行业绿色转型。作为新能源材料领域标杆 企业，恩捷股份正以"材料创新+能源转型"双轮驱动模式，引领产业可持续发展。 恩捷股份超额完成绿电目标 加速推进碳中和进程 ...

Core Viewpoint - The company reported a revenue of 482 million yuan for the year, marking a 17.64% increase year-on-year, while net profit decreased by 43.49% to 62.57 million yuan due to increased share-based payment expenses [1] Revenue Performance - The lubrication system business generated 310 million yuan in revenue, maintaining stable growth and leading the domestic market in wind power centralized lubrication systems [2] - The hydraulic system revenue surged by 83.82% to 129 million yuan, driven by increased market promotion efforts and enhanced product structure [3] Market Expansion - The company is expanding its international presence, having established a marketing network in Europe and collaborating with major international wind power companies [2] - The company is also deepening its reach into non-wind power sectors, with lubrication products now covering various applications including engineering machinery and mining machinery [5] R&D and Innovation - The company invested 35.05 million yuan in R&D, a 77.23% increase from the previous year, representing 7.28% of total revenue, and achieved significant R&D results with multiple patent grants [4] - The launch of the wind power hydraulic yaw system in 2024 further enriches the product line, which now includes various lubrication and hydraulic systems [4] Brand and Marketing Strategy - The company is enhancing its brand value through participation in major international and domestic exhibitions, gaining industry recognition for its innovative products and solutions [5] - A comprehensive brand promotion system is being established, integrating online and offline channels to boost market presence [6] Production Capacity and Investment Projects - The company is making significant progress on its investment projects, including the expansion of the Qingdao manufacturing center, which is expected to enhance production capacity [6]

金十图示：2025年04月22日（周二）新闻联播今日要点 早上8时许,在北京航天飞行控制中心的统一调 度下,酒泉卫星发射中心、西安卫星测控中心以 及任务各测控站点实施联调联控,全面模拟发射 准备、发射以及飞行过程中的各种技术状态和工 作过程。目前发射场区设施设备状态良好,后续 将按程序进行火箭推进剂加注和发射工作。 ● 教育部增设29种普通本科新专业 * 今天(4月22日),教育部发布2025年普通高等 学校本科专业目录,共增设29种本科新专业,纳 入2025年高老招生。 此次增设的29种本科新专业,进一步强化了专业 设置对国家战略急需和高质量发展的快速响应。 其中,围绕服务国家战略,增设了区域国别学、 碳中和科学与工程、海洋科学与技术等专业;面 向科技发展前沿,增设了智能分子工程、医疗器 械与装备工程、时空信息工程等专业;主动适应 市场需求,增设了国际邮轮管理、航空运动等专 业;聚焦人工智能赋能经济社会发展,增设了人 工智能教育、智能视听工程、数字戏剧等专业 业高端化稳步推进。一季度,高技术制造业增加 值同比增长9.7%。其中,光纤制造、航空航天 相关设备制造、集成电路制造等行业增加值均实 现20%以上增长 ...

需要提及的是，在业绩稳健增长的同时，利安隆还高度重视对投资者的合理回报，坚持与投资者共享发 展成果，实实在在地回报投资者。根据公司同日披露的2024年度利润分配预案，利安隆拟以总股本 229,619,667股为基数，向全体股东每10股派发现金股利人民币3.70元(含税)，合计派发现金股利8495.93 万元(含税)，占公司2024年度合并报表中归属于上市公司股东的净利润为19.93%。 利安隆是具有自主研发和持续创新能力的高新技术企业。公司秉承着化学和生物技术可持续发展的理 念，致力于打造百年利安隆品牌。在深耕主业的同时，公司不断强化技术和产品资源的内生和外延扩 展，推进业务多元化。公司规划布局了三大业务曲线。 抗老化添加剂营业收入45.94亿元同比增长5.73% 第一生命曲线高分子材料抗老化业务，作为公司锅里的饭为企业注入坚实的能量。经过二十多年的精耕 细作，利安隆已发展成为国内唯一、全球两家之一的高分子材料抗老化全系列产品和应用技术的平台型 公司。 4月22日，高分子抗老化助剂龙头(300596.SZ)向市场交出了一份亮眼的2024年度成绩单。 报告期内，利安隆（300596）以稳健姿态，实现了连续十四年 ...

Core Viewpoint - The article discusses the commitment of Envision AESC to the RE100 global initiative, aiming for 100% renewable energy usage by the end of fiscal year 2025, highlighting the lithium battery industry's shift towards sustainable operations under climate goals and market pressures [2][3]. Group 1: Industry Trends - The transition towards zero-carbon operations in the lithium battery industry is driven by both policy and market forces, with stricter energy consumption and carbon emission regulations being implemented in China and the EU's new battery regulations linking carbon performance to market access [3][4]. - Major automotive manufacturers like Volkswagen and BMW are setting their own carbon neutrality goals, which are influencing battery suppliers to align with these reduction requirements [3][4]. Group 2: Corporate Actions - Envision AESC has become the first battery company to achieve operational carbon neutrality in 2022 and has launched the world's first carbon-neutral power and energy storage batteries [6]. - The company operates 100% on green electricity at its facilities in Ordos, Cangzhou, and Extremadura, Spain, with the Ordos facility utilizing a combination of wind, solar, and green hydrogen [6]. - CATL aims to increase its core operational renewable electricity ratio to 74.51% by the end of 2024, having established nine "zero-carbon factories" [6]. Group 3: Circular Economy Initiatives - Companies are increasingly focusing on establishing a circular economy by enhancing battery recycling and material regeneration processes, creating a closed-loop system for resources [7][9]. - EVE Energy has launched a battery recycling line with an annual processing capacity of 20,000 tons [8]. - CATL has achieved a recycling rate of over 96.5% for its industrial solid waste and is collaborating with international partners to establish battery recycling pilot plants [9]. Group 4: Technological Innovations - Envision AESC employs the EnOS smart IoT operating system and the Ark carbon management platform for lifecycle carbon footprint analysis, ensuring transparency and traceability [10]. - CATL's carbon chain system, operational by the end of 2023, integrates carbon emission data collection and analysis across the entire lithium battery value chain [10]. - EVE Energy has partnered with SGS to launch the E-Carbon carbon accounting platform for intelligent carbon emission management [10]. Group 5: Supply Chain Collaboration - Companies like Zhongxin Innovation have set reduction targets for their supply chains, aiming for a 10% annual decrease in emissions [11]. - Several companies are establishing zero-carbon factories in Europe, including Envision AESC and CATL, to comply with regulations and meet customer demands [11]. - The overall trend indicates that deep operational decarbonization and transparent value chains are becoming essential for market access, supply chain resilience, and investor trust in the lithium battery sector [11].

专题：2025基金一季报：最新持仓曝光！ 2025年第一季度收官之际，A股市场结构性行情愈发显著，百亿规模以上的权益类基金业绩分化明显。 碳中和主题强势领涨，而消费、能源板块则持续承压，基金经理的调仓能力与行业配置策略面临严峻考 验。 具体来看，永赢先进制造智选A一季度回报率为52.32%，年内回报为40.54%，规模达到115.18亿元。基 金经理张璐旗下共有5只基金，分别为永赢国证通用航空产业ETF、永赢上证科创板100指数增强发起 A、永赢卓越臻选股票发起A、永赢先进制造智选混合发起A、永赢高端装备智选混合发起A。其中，永 数据来源：Wind截止至20250421 赢先进制造智选A作为张璐的代表作基金，一季度重仓人形机器人板块，基金份额由2024年末的14.01亿 份增至2025年一季度末的60.11亿份，规模达115.18亿元。 此外，北特科技、兆威机电、中大力德、伟创电气、肇民科技仍保留在前十，但北特科技占净值比例从 7.37%降至5.45%，兆威机电占净值比例从7.33%降至3.81%。中大力德、伟创电气、肇民科技持股数均 大幅增加，但占净值比例分别下降1.24%、1.31%、1.52%，这反映出 ...

Group 1 - The signing of the agreement marks a significant advancement for the Lexus electric vehicle project in Shanghai, becoming another globally influential EV project after Tesla's Shanghai Gigafactory [1][4] - Toyota will establish a comprehensive electric vehicle company in Shanghai, focusing on research, manufacturing, and sales, and will produce Lexus brand vehicles locally for the first time [2][4] - The project site covers approximately 1,127,800 square meters (about 1,692 acres) with a transaction price of 1.3534 billion yuan [2][3] Group 2 - The project, named "Lexus Electric Vehicle and Toyota Battery Project," requires a minimum investment intensity of 842,000 yuan per acre and a fixed investment of no less than 14.248 billion yuan, with an expected annual sales revenue of 23.6 billion yuan [3] - Construction is set to begin in June 2023, with the first vehicle expected to roll off the production line in 2027 [3][4] - The rapid progress from the announcement on February 5 to land acquisition on April 1 demonstrates the efficiency of the Shanghai government in facilitating the project [5]