女士们先生们下午好欢迎各位参加中国广和电力股份有限公司2024年业绩发布会我是公司财务总监兼董事会秘书尹元刚我先介绍今天出席业绩发布会的公司领导他们是公司董事长杨长力先生执行董事兼公司总裁高立刚先生独立董事徐华女士 副总裁秦宇星先生副总裁刘海军先生今天的业绩发布会内容分四个部分第一部分由杨长礼董事长介绍公司总体的发展策略第二部分由高力钢总裁回顾公司2024年业务的具体情况介绍公司2025年的重点工作 第三部分由我向大家报告公司2024年的财务表现第四部分是问答的环节现在我们进行会议的第一部分请杨董事长介绍公司的发展策略 各位投资者分析分析师大家下午好下面我向各位报告一下公司2024年总体的经营业绩和未来的发展思路公司是成立于2014年初2014年12月在香港联交所上市2019年的8月在深交所上市公司的主要业务是 投资建设运营核电站电力销售以及核电技术相关设计以及研发工作公司目前管理了十个核电基地共有28台载运的核电机组有16台机组在建 其中包括控股股东委托管理的位于惠州和昌南的八台载电机组我们管理的载运载电机组装机容量达到了5120万千瓦装机规模保持国内领先2024年我们管理的核电机组总上网电量为2200 7 ...

Core Viewpoint - The "New Generation Coal Power Upgrade Special Action Implementation Plan (2025-2027)" aims to support the dual carbon strategy and enhance the role of coal power in the new power system [1][2]. Group 1: Background and Importance - The plan is a response to the need for a profound transformation in the coal power sector, which is the main source of carbon emissions in China's energy sector [2]. - Coal power currently accounts for less than 40% of installed capacity but provides approximately 60% of electricity generation, 70% of peak capacity, and nearly 80% of regulation capacity [1]. Group 2: Key Objectives and Strategies - The plan emphasizes the need for coal power to reduce carbon emissions while enhancing its flexibility and support capabilities in the evolving power system [2]. - The upgrade focuses on "deep regulation, fast adjustment, strong support, wide load, high resilience, and low emissions" as the main line of development [2]. Group 3: Technical Standards and Requirements - Safety and reliability are fundamental, with existing and new units required to maintain a supply period output compliance rate of no less than 98% and a non-scheduled outage frequency of no more than 0.3 times per unit per year [3]. - High-efficiency regulation is a core goal, expanding traditional efficiency metrics to include six new indicators related to coal consumption and load adjustment [3]. - New units must reserve conditions for low-carbon transformation, with a target of reducing carbon emissions by 10%-20% compared to similar units in 2024 [3]. Group 4: Intelligent Operations - The plan highlights the importance of intelligent operations, focusing on automated load adjustment, intelligent maintenance, and decision-making capabilities to enhance operational efficiency [4]. Group 5: Implementation and Future Work - The next steps include promoting understanding of the plan within the industry, guiding provincial energy departments in developing local implementation plans, and continuously tracking progress to refine technical standards [4].

2025年4月10日，中关村储能产业技术联盟储能安全专业委员会成立大会在首都国际会展中心 隆重举行。 中关村储能产业技术联盟常务副理事长俞振华、中国科学技术大学火灾安全全国重 点实验室王青松以及来自全国各高校、科研院所及企业的储能安全领域的40余名专家学者共同 出席见证储能安全专委会的成立。 会议由中关村储能产业技术联盟副秘书长唐亮主持。 中关村储能产业技术联盟常务副理事长俞振华 在致辞中指出，成立储能安全专委会是联盟贯彻 落实国家"双碳"战略、促进储能产业高质量发展的又一重要举措。联盟将整合平台各方资源， 同各科研机构、头部企业共同推动电化学储能等细分领域的安全设计规范、检测认证标准制 定，填补行业空白；推动安全技术创新，针对热管理、故障预警、消防抑爆等关键技术，组织 产学研联合攻关；搭建行业协同平台，建立事故案例共享机制，提升全行业风险防控能力，同 时加强公众科普，增强社会对储能安全的科学认知。 经过投票，大会选举中国科学技术大学 王青松 研究员担任中关村储能产业技术联盟首届储能 安全专委会主任委员。南方电网调峰调频发电有限公司储能科研院党支部书记 陈满 副院长、 华中科技大学 蒋凯 教授、中国汽车技术研 ...

中新网北京4月14日电 （记者 阮煜琳）公众环境研究中心（IPE）14日发布首期"美丽城市共建指数"报 告，分析了全国100个重点城市在环境改善、气候行动、生态提升和高质量发展等方面取得的进展。报 告显示，在"双碳"战略的引导下，成都、昆明、深圳等一批领先城市的气候行动正在提速。 报告建议，加速环境空气质量标准修订升级，以此引导环境质量持续改善和高质量发展。将碳排放双控 目标分解到城市，完善城市"双碳"工作的约束激励机制。培育城市绿色转型创新能力，推进城市全域数 字化转型、智能化运行，让美丽城市建设更加智慧高效。并建议构建公众参与信息化平台，赋能社会各 界和广大市民加入美丽城市建设。（完） 报告提出，十年环境治理令我国城市"颜值"普遍大幅提升，惠及亿万居民的健康福祉；进一步加速美丽 城市建设，有赖于明确城市目标、协同减污降碳、培育创新能力、引导多元共建。环境改善维度，厦门 以78.35分居榜首，与福州、南宁、惠州、遵义、珠海、泉州、广州、深圳、龙岩共同构成了先锋榜前 十（TOP10）；气候行动维度，成都以82.43分居榜首，与昆明、深圳、威海、北京、宁波、宜昌、德 阳、天津、西宁共同构成了先锋榜TOP10。 ...

宁德时代3月配套6大新车 4月8日，宁德时代官方平台发布，2025年3月份，共有6款新车搭载了宁德时代电池。其中阿维塔06增程版、广汽昊铂HL增程版，、领克900 三款 搭载宁德时代骁遥超级增混电池；限量联名版阿维塔012、 吉利银河翼真L380两款 搭载宁德时代麒麟电池；2025款星纪元ET纯电版， 搭载宁德时代神行超充电池。 宁德时代获批港股上市 4月10日，有消息称，宁德时代获批在香港交易所上市。对此，记者从知情人士处获悉，消息属实，宁德时代通过港股聆讯，获批在香港交易 所上市。 今年2月，宁德时代在港交所递交招股书，拟在香港主板上市。3月25日，宁德时代发布公告称，收到中国证监会出具的《关于宁德时代新能源 科技股份有限公司境外发行上市备案通知书》，拟发行不超过220169700股（约2.2亿股）境外上市普通股，并在香港联交所上市。 亿纬锂能匈牙利项目获建筑许可 4月8日，亿纬锂能发布公告，称全资孙公司EVEPowerHungary Kft.于近日收到匈牙利 Debrecen 政府出具的建筑许可决定，许可亿纬匈牙 利在德布勒森市建立电池制造厂。 此前消息显示，该工厂 占地面积约45万平方米。该项目预计2 ...

长沙晚报掌上长沙4月11日讯（通讯员 肖彦彬）近日，兴业银行长沙分行在绿色金融领域再添新举措， 成功向湖南某生物科技有限公司投放6000万元绿色项目贷款，贷款期限长达10年，专项用于绿色农用生 物肥料生产项目建设；同时，向湖南某科技有限公司投放1000万元绿色流贷，贷款期限1年，专项支持 低毒农药的生产采购。这一系列举措不仅展现了兴业银行长沙分行在绿色金融领域的持续深耕，更为湖 南绿色农业的转型升级注入了强劲的"绿色动能"。 在本次合作中，兴业银行长沙分行充分发挥"绿色金融+科技金融"双轮驱动模式的优势，为企业量身定 制融资方案。通过资源整合，助力企业打通"研发-生产-应用"全链条，为农户节本增收提供了可持续解 决方案。 近年来，兴业银行长沙分行持续深化绿色金融实践，围绕湖南农业大省的特色，不断加大绿色农业项目 的信贷支持力度。兴业银行长沙分行相关负责人表示，湖南省作为农业大省，正积极推进化肥减量增效 与耕地质量提升行动。兴业银行长沙分行将紧扣政策导向，通过投放绿色贷款，带动降碳减排，努力构 建覆盖'绿色种养、低碳加工、智慧流通'的农业全场景服务体系，致力于成为绿色农业价值链的共建 者，助力湖南从"农业大省" ...

Core Viewpoint - The organic silicon materials industry is entering a new growth cycle driven by the digital economy and "dual carbon" strategy, with Runhe Materials (300727) making significant advancements in liquid cooling technology and expanding its overseas market presence [1][9]. Group 1: Liquid Cooling Technology - Runhe Materials has achieved mass production in the immersion liquid cooling sector, with a customized three-in-one solution receiving positive market feedback and multiple customer pilot collaborations [1][2]. - The company's liquid cooling technology has demonstrated superior performance in viscosity, heat dissipation efficiency, stability, insulation, and compatibility under low-temperature conditions, making it suitable for energy storage and data center applications [2][3]. - The immersion cooling method significantly reduces energy consumption by 90%-95% compared to traditional air cooling systems, while also minimizing space requirements [3]. Group 2: Product Development and Innovation - Runhe Materials has introduced several ultra-low viscosity cooling liquids suitable for data centers, energy storage, electric vehicles, and base stations, with temperature ranges from -78°C to 200°C [5]. - The company has a strong patent portfolio with 75 patents, of which nearly 80% are invention patents, supporting its research and development capabilities [2][6]. - The ultra-low viscosity cooling liquids are competitively priced at a fraction of the cost of fluorinated liquids, while meeting national safety standards for non-flammability and non-explosiveness [6]. Group 3: Overseas Market Expansion - Runhe Materials has shown resilience in expanding its overseas business, achieving sales of 383 million yuan in 2024, accounting for 28.87% of total revenue, with a focus on localizing services to enhance customer loyalty [8]. - The company has strategically avoided significant exposure to international trade friction by limiting its revenue from the U.S. market to 1.14% [8]. Group 4: Financial Performance - In 2024, Runhe Materials reported a revenue of 1.327 billion yuan, a year-on-year increase of 16.96%, and a net profit of 96.24 million yuan, reflecting a growth of 17.06% [9]. - The company aims to balance capacity expansion with shareholder returns, emphasizing the importance of enhancing market competitiveness and efficient use of raised funds [9].

Core Viewpoint - The industrial boiler industry in China is undergoing a new round of technological upgrades and market consolidation driven by the ongoing "dual carbon" goals and accelerated energy structure transformation [2][4]. Financial Performance - In 2024, the company achieved total revenue of 1.065 billion yuan and a net profit attributable to shareholders of 291 million yuan, representing a year-on-year growth of 8.51%. The net profit excluding non-recurring items was 216 million yuan, and the net cash flow from operating activities reached 288 million yuan, up 34.32% year-on-year [2]. Market Position and Competitive Advantage - The company specializes in the research, production, and sales of hot water and steam boilers, holding a leading position in high-efficiency energy-saving and low-nitrogen environmental protection technologies. Its self-developed "water-cooled premixed combustion technology" boasts a thermal efficiency exceeding 99% and nitrogen oxide emissions below 30 mg/m³, significantly surpassing industry standards [3]. - The company has 15 domestic invention patents and 3 overseas patents, and has participated in drafting 5 industry standards, receiving multiple authoritative certifications [3]. Industry Trends and Policy Support - The industrial boiler industry is experiencing a new upgrade opportunity as the national "dual carbon" strategy deepens. Stricter regulations are accelerating the elimination of inefficient and high-pollution capacities, leading to an increase in market share for technologically advanced leading enterprises [4]. - The company possesses core qualifications such as A-level boiler manufacturing and GC2-level pressure pipeline installation, and has established deep cooperation with large heating enterprises under the "coal-to-gas" policy [4]. Research and Development Focus - The company emphasizes technological innovation as its core competitiveness, increasing R&D investment focused on "reducing energy consumption, pollution, and enhancing safety." It collaborates with universities like Zhejiang University to promote the intelligent and green upgrade of boiler products [5]. - The successful development of a single-module 46MW gas boiler breaks foreign technology monopolies and lays the foundation for entering higher power markets [5]. Business Strategy - The company adopts a dual-driven strategy of "hot water boilers + steam boilers," effectively reducing risks associated with single business fluctuations. The hot water boiler segment is widely used in hospitals, schools, hotels, and centralized heating, while the steam boiler business focuses on industrial market demands [6]. Shareholder Returns - As a newly listed company in July 2024, the company implemented a high dividend payout, with cash dividends accounting for 78.15% of net profit attributable to shareholders, reflecting management's commitment to shareholder returns and confidence in future development [7]. - The company's core technological advantages, policy support, and stable financial performance position it as a leader in the industrial boiler industry, with potential for sustainable growth as the "dual carbon" policy advances and industry concentration increases [7].

Core Viewpoint - The company, Heertai, is experiencing significant growth in its performance, with a projected net profit increase of 60%-90% year-on-year for Q1 2025, driven by new projects and expanding market share [1][3]. Financial Performance - Since its A-share market debut in 2010, Heertai has shown steady growth in both revenue and net profit, with revenue increasing from 562 million to 9.659 billion from 2012 to 2024, a cumulative growth of over 16 times; net profit rose from 26 million to 364 million, a cumulative growth of over 13 times [2]. Q1 2025 Performance Forecast - For Q1 2025, Heertai expects a net profit attributable to shareholders of 155 million to 183 million, representing a year-on-year increase of 60%-90%; the net profit after excluding non-recurring gains and losses is projected to be 148 million to 173 million, reflecting an 80%-110% increase compared to the previous year [3]. Investment and Expansion - To meet market demand and enhance production capacity, Heertai has actively raised funds through private placements, including a recent plan to raise 650 million for projects in automotive electronics and smart energy storage, as well as to supplement working capital [3]. R&D Investment - Heertai has maintained a strong competitive edge in the smart controller industry, with significant R&D investments totaling 1.754 billion over the past five years, which has bolstered its independent research capabilities and optimized product structure [4]. Globalization and Diversification - The company is advancing its global layout and diversification strategy, having established R&D and operational centers in over 20 countries, thereby enhancing its international competitiveness [5].

福田汽车以质量管控标准为支撑，持续深化全球化产业布局，建成占地8500平米的再生资源全球制造中 心，集整车整备、核心零部件再制造于一体，打造商用车行业包括整备、认证、再制造及资源循环在内 的综合性基地，覆盖中重卡、轻微卡、皮卡VAN全品类车型。依托新车制造体系的工艺优势，中心开 发了覆盖检测、整备、质保、溯源的标准化流程。 据悉，未来3年，福田汽车计划在全国布局5个区域性再生资源基地，为社会减少更多碳排放，助力商用 车行业绿色转型，为福田汽车在商用二手车市场的竞争力奠定坚实基础，真正将"双碳"战略融入产业。 (经济日报记者王轶辰) 4月8日，北汽福田再生资源全球制造中心投产仪式上，福田汽车（600166）联合中国汽车流通协会、中 汽院凯瑞检测认证、梁山县汽车产业协会及会享福(天津)科技有限责任公司发布《福田品牌认证二手车 整备标准体系》，这是行业首个二手商用车整备标准体系，覆盖了商用车全车型的检测标准、整备标准 及工艺标准，制定了从收车到检测、整备翻新、销售、质保激活、售后服务全业务标准化作业流程，为 全球二手车行业提供了制造转型升级的标杆范式。 依据标准化流程，在车辆检测阶段实施全面的检查项目，包括车辆一致 ...