智通财经4月22日电，日前，教育部公布2024年度普通高等学校本科专业备案和审批结果，全国高校共 新增专业点1839个，调整学位授予门类或修业年限专业点157个，停招专业点2220个，撤销专业点1428 个，专业调整优化力度进一步加大。此次增设的29种新专业，充分体现国家战略、市场需求和科技发展 牵引，在服务国家战略方面，增设了区域国别学、碳中和科学与工程、海洋科学与技术、健康与医疗保 障等专业，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。同时，聚焦人工智能赋能经济社会发展，增 设人工智能教育、智能视听工程、数字戏剧等专业。 教育部：本科增列碳中和科学与工程、低空技术与工程、人工智能教育等29种新专业 ...

在国内市场方面，特锐德聚焦新能源发电、电网升级需求，推出高电压数字化预制舱式模块化变电站， 显著提升建设效率，中标国家能源集团龙源电力（001289）等重大项目。 在海外市场方面，公司海外拓展成效显著，在印尼、伊拉克、蒙古等国家落地多个标杆项目，2024年全 年合同额达8亿元，同比增长131.87%。2025年1月，公司成功中标7亿元沙特国家电网高压移动式变电 站项目，进一步展现了公司在国际市场的竞争力和竞争优势。 中证报中证网讯（记者 张鹏飞）特锐德（300001）4月21日晚间披露2024年年报。报告期内，公司紧抓 国家碳中和以及新型电力系统建设的发展机遇，深化"智能制造+集成服务"与"电动汽车充电网"双轮驱 动战略，实现营收净利双增。报告期内，公司营业总收入达153.74亿元，同比增长21.15%；归母净利润 9.17亿元，同比大幅增长86.62%，展现出强劲的盈利能力和战略执行力。 两大核心业务板块均实现增长 报告期内，特锐德两大核心业务板块均实现高质量增长。其中，"智能制造+集成服务"业务全年营收 104.85亿元，同比增长22.47%；归母净利润7.09亿元，同比飙升91.42%，成为公司利润增长 ...

以下文章来源于中金量化及ESG ，作者潘海怡 刘均伟等 中金量化及ESG . 中金量化研究报告 Abstract 摘要 点击小程序查看报告原文 中金ESG评级总览 中金ESG评级由研究部与研究院团队共同搭建——以财务重要性特征为核心，基于ESG评级搭建的一般性流程，将中金公司研究部行业研究团队对行业与 上市公司的理解融入评级框架，并借鉴中金研究院对碳中和等热点话题的前沿研究。评级体系V1.0版本于2022年底首次发布，2023年10月更新至V2.0版 本。 中金ESG评级具有三大特色： 接轨国际ESG准则并体现国内ESG发展特点、ESG与行业研究等多维度研究能力的全面融合、定量手段赋能数据资源与指标 体系整合。 中金ESG评级2025Q1更新：全样本概览 评级结果全样本分布： 2025Q1期A股ESG得分近似右偏分布，分数集中于1.5-8分区间；港股ESG得分呈双峰分布，分数集中于3.5-9分区间。 评级分域特征： 我们观察A股被评公司ESG得分的成分股、市值特征和基本面特征，沪深300与中证800指数成分股的ESG得分存在优势；市值规模与ESG 得分之间的正相关性较为明显；以该季度内最大回撤率和VaR值衡量 ...

Core Viewpoint - The article highlights the impressive performance of the Penghua Carbon Neutral Theme A fund, which achieved a return of 60.26% in the first quarter, making it the top-performing active equity fund. The fund's assets surged significantly, reaching 108.96 billion yuan, a 952.75% increase from the previous year-end [1][2][5]. Fund Performance - Penghua Carbon Neutral Theme A reported a return of 60.26% in Q1, making it the champion among active equity funds [2][3]. - The fund's assets increased from 10.35 billion yuan at the end of last year to 108.96 billion yuan by the end of Q1, marking a substantial growth of 952.75% [5]. - The fund's top holdings saw significant adjustments, with major increases in positions for stocks like Shuanglin Co., Wuzhou New Spring, Zhongjian Technology, and Zhaowei Electromechanical, with increases of 295.09%, 350.63%, 563.52%, and 299.92% respectively [3][4][5]. Holdings Adjustment - The fund introduced six new stocks into its top ten holdings, including Zhongdali De, Zhenyu Technology, Huachen Equipment, Hanwei Technology, Jiechang Drive, and Green Harmonics [3][5]. - Notably, stocks such as Beite Technology and Hecuan Technology, which were previously top holdings, have dropped out of the top ten [3][5]. Market Trends and Insights - The fund manager expressed optimism about the long-term prospects of the renewable energy sector, despite short-term challenges related to geopolitical issues and energy security [5]. - The article also discusses the potential of the humanoid robot sector, predicting significant advancements by 2025, which could enhance production efficiency across various manufacturing industries [6][10]. Other Fund Performance - The Yongying Advanced Manufacturing Smart Selection A fund achieved a return of 52.32% in Q1, ranking third among active equity funds [7]. - This fund also saw a significant increase in assets, growing from 17.62 billion yuan at the end of last year to 115.18 billion yuan by the end of Q1, an increase of 553.69% [9].

4月18日晚间，科大智能发布公告称，公司及子公司数字能源与宁波宇格及宁波博勒签订的《投资合作协议》终止，同时数字能源将以245万元价格 收购 宁波宇格及宁波博勒持有的上海安能佳业储能技术有限公司 合计49% 股权。收购完成后，安能佳业将成为数字能源的全资子公司。 插播 ：拒绝鱼龙混杂， 让优质项目脱颖而出！"2024-2025用户侧储能项目TOP10榜单"征集进行中。点击 "阅读原文" 进行申报 终止投资合作、项目延期……近期，由于复杂的市场环境，3家储能相关上市企业公告，表示将募投项目延期或是终止投资合作协议，纵观他们出现 调整的原因，外部环境变化成为主因。 根据公告，安能佳业主要从事储能等相关业务，据原《投资合作协议》约定，合资方（宁波宇格、宁波博勒）主要负责安能佳业储能产品的海外市 场销售。双方此前合作意在结合合资方在海外的市场资源和渠道优势，快速推进公司储能相关数字能源业务在海外市场的布局以尽快抢占海外市 场。 公告指出， 由于受市场变化、海外储能相关产品库存压力较大导致产品价格持续走低等因素，海外市场开拓不及预期 。经各方充分友好协商，决定 终止相关合作，数字能源按照合资方原始出资额收购其持有的安能 ...

Investment Rating - The report maintains an "Outperform" rating for the public utility and environmental sectors [4][6]. Core Views - The report highlights that coal and electricity prices are declining simultaneously, which is expected to maintain reasonable profitability for thermal power companies. Recommendations include major thermal power enterprises such as Huadian International and Shanghai Electric [3][6]. - Continuous government policies supporting renewable energy development are anticipated to stabilize profitability in the renewable energy sector. Recommended companies include Longyuan Power, Three Gorges Energy, and regional offshore wind power companies like Guangxi Energy and Funiu Co [3][6]. - The growth in installed capacity and power generation is expected to offset the downward pressure on electricity prices, with nuclear power companies like China Nuclear Power and China General Nuclear Power projected to maintain stable profitability [3][6]. - High-dividend hydropower stocks are highlighted for their defensive attributes in a global interest rate decline context, with recommendations for Changjiang Electric Power [3][6]. - The environmental sector, particularly water and waste incineration industries, is entering a mature phase with significant improvements in free cash flow. Recommended companies include China Everbright Environment and Zhongshan Public Utilities [3][6]. Summary by Sections Market Review - The Shanghai Composite Index rose by 0.59%, while the public utility index increased by 1.77%. The environmental index saw a slight increase of 0.04% [12][19]. - In March, the total electricity consumption reached 828.2 billion kWh, marking a year-on-year growth of 4.8% [13][49]. Important Policies and Events - The report notes that in March, the first industry electricity consumption was 10.6 billion kWh (up 9.9%), the second industry was 557.8 billion kWh (up 3.8%), and the third industry was 148.4 billion kWh (up 8.4%) [13][52]. Key Company Profit Forecasts and Investment Ratings - Huadian International, Jin Kai New Energy, Shanghai Electric, Longyuan Power, and others are rated as "Outperform" with specific EPS and PE forecasts provided [6]. Industry Dynamics - The report discusses the decline in the import of mass spectrometers from the US, with a significant drop in both import value and quantity from 2020 to 2024 [15][17]. Sector Performance - The report indicates that the public utility and environmental sectors ranked 7th and 23rd respectively among 31 industry classifications in terms of performance [12][19]. Electricity Industry Data - The report provides detailed statistics on electricity generation, noting a 1.8% year-on-year increase in industrial electricity production in March, with specific growth rates for different energy sources [42][49]. Carbon Market Overview - The report includes insights into the domestic carbon market, highlighting recent price trends and trading volumes [86][87]. Coal Price Trends - The report notes that the price of thermal coal remained stable, with the price at the port reported at 678 RMB/ton [99].

Group 1 - The development of hydrogen energy is crucial for addressing national strategic needs and global carbon neutrality challenges, with a focus on efficient, stable, and low-cost hydrogen production [1][3] - Beijing University of Science and Technology (BUST) has successfully transitioned from laboratory research to industrial-scale production in green hydrogen technology, achieving significant breakthroughs in alkaline water electrolysis equipment [1][4] - In 2024, BUST's industry-university-research cooperation contracts reached 2.65 billion yuan, with a growth rate exceeding 50% for two consecutive years and a 79% increase in technology transfer revenue [1][4] Group 2 - The "Reduce, Increase, Release" policy reform at BUST aims to lower management fees for horizontal research projects, increase the revenue share for researchers, and grant autonomy to research teams for technology transfer [2][3] - The research team led by Academician Zhang Yue has developed low-cost, high-activity, and long-lifetime catalytic electrode materials, essential for scaling up alkaline water electrolysis for hydrogen production [3][4] - BUST has established a concept verification center to facilitate the transition of research outcomes to practical applications, with 189 partners and a project library of 110 verification projects [5][6] Group 3 - The establishment of the concept verification center allows collaboration with enterprises to validate the performance of solid-state battery materials, aiming for rapid technology transfer if successful [6] - BUST is committed to integrating technology innovation with industrial innovation, creating a comprehensive management model for the entire chain from research output to technology transfer [6]

一、重要提示 登录新浪财经APP 搜索【信披】查看更多考评等级 非标准审计意见提示 □适用 √不适用 公司上市时未盈利且目前未实现盈利 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 天衡会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 本报告期会计师事务所变更情况：公司本年度会计师事务所为天衡会计师事务所（特殊普通合伙），未 发生变更。 证券代码：300617 证券简称：安靠智电 公告编号：2025-013 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 公司经本次董事会审议通过的利润分配预案为：以164,034,064股为基数，向全体股东每10股派发现金红 利2.4元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 □不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业 ...

Core Viewpoint - The ESG rating system in China has evolved from its infancy to maturity, becoming a core tool for driving the green transformation of the economy, influenced by both policy guidance and market forces [1][3]. ESG as a Key Factor in Credit Rating - Companies are increasingly focusing on ESG performance, with green bonds being a significant method for implementing ESG principles and reducing financing costs. In 2024, domestic companies issued 639 green bonds totaling 681.433 billion yuan, and 84 sustainable development-linked bonds totaling approximately 52.13 billion yuan, representing year-on-year growth of 42% and about 30% respectively [1][2]. Challenges Facing ESG Ratings - The ESG rating system faces challenges such as mismatched data quality and rating demands. Despite improvements in ESG information disclosure, there is still a predominance of qualitative descriptions over quantitative data, leading to issues with data transparency and accuracy [3][4][7]. Recommendations for ESG Rating System - To build an ESG rating system that aligns with China's national conditions, several key areas need focus: - Integrating national strategies into core ESG indicators, including unique metrics for rural revitalization and common prosperity [5]. - Highlighting industry characteristics by developing differentiated evaluation models for strategic emerging industries [5]. - Strengthening data governance by establishing a cross-departmental ESG data sharing platform and utilizing technologies like AI and blockchain for data integrity [5]. - Enhancing the value discovery and risk management functions of the ESG rating system, linking ESG ratings to financing costs and developing dynamic risk warning systems [5]. - Incorporating into the global ESG governance framework to facilitate the two-way opening of China's capital market [5]. Importance of ESG Ratings for Companies - ESG ratings serve as a "barometer" for corporate value and sustainable operations, reflecting the quality of corporate development. Companies are encouraged to integrate ESG principles into their strategic planning and establish robust data governance frameworks using advanced technologies [6].

Core Insights - The global economy is facing insufficient growth primarily due to a lack of large-scale investment opportunities [1][3] - The concept of re-industrialization in China involves leveraging digital and energy transitions to seek future growth opportunities and large-scale investments [3][4] - Transitioning to carbon neutrality requires a significant shift in mindset, viewing it as a business opportunity with substantial investment potential [4] Investment Opportunities - Achieving net-zero carbon emissions globally may require massive investments, estimated at $1.3 trillion annually from now until 2030, and $10 trillion from 2030 to 2050 [4] - The steel industry could see significant economic value creation through technology transformation, with potential annual savings of 400 million tons of CO2 emissions translating to approximately €400 billion in economic value if short-process technology captures 40% of China's steel production [4] ESG Initiatives - The Sina Finance ESG Rating Center offers 14 ESG services to help listed companies promote ESG concepts and enhance sustainable development performance [1][5] - The establishment of the China ESG Leaders Organization Forum aims to collaborate with leading ESG companies to develop a suitable ESG evaluation standard system for China's unique characteristics [5]