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质子交换膜如何成为重型车辆行业的“核心引擎”
势银能链· 2025-06-04 03:03
"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 重要会议: 2025势银(银川)长时储能产业大会(7月2日-3日,宁夏·银川) 点此报名 添加文末微信,加 燃料电池 群 访问戈尔专家,一同探讨交通运输行业的无碳化 到2050年,年度货运卡车里程数预期还会大幅增长,这使得其它低碳能源的开发及商业化应用刻不 容缓。 燃料电池电堆制造商面临的挑战 氢燃料能够以更小的重量储存更多的能量,因而非常适合大型运输。燃料电池电堆的功率可通过增 加额外的燃料电池来提高,而重量却不会增加太多,从而可进一步提升商业氢能车队的运载能力。 氢能卡车已经展现出一定的竞争优势,其燃料加注速度甚至比传统内燃机更快。 2025年,交通运输体系的绿色低碳转型成为政策焦点之一,是推动高质量发展的重要抓手。在"双 碳"目标与国七排放标准升级的双重驱动下,氢燃料电池技术被列为重型车辆零碳转型的重要路 径。 美国戈尔的GORE-SELECT ® 质子交换膜 凭借其高效能、耐久性等特性,将推动氢燃料电池的应 用发展,成为重型车辆行业绿色转型的"核心引擎"。 重 ...
中国建筑20250603
2025-06-04 01:50
Summary of China State Construction Engineering Corporation Conference Call Industry Overview - The conference call primarily discusses the construction industry in China, focusing on infrastructure and housing construction sectors [2][3][7]. Key Points and Arguments 1. **Infrastructure Growth**: China State Construction's infrastructure engineering growth accelerated, benefiting from energy and water environmental projects, with year-on-year growth exceeding 40% [2][3]. 2. **Low-Carbon Transition**: The growth reflects the national low-carbon transition policy and the increasing demand from major owners like the six major power generation groups [3]. 3. **Project Management**: The company applies refined management practices from housing construction to emerging infrastructure sectors, ensuring a steady flow of orders [2][3]. 4. **Cash Flow Improvement**: The company integrates accounts receivable into government ledgers to secure government funding support and employs strategies like low-interest swaps to help local governments free up resources for construction orders [2][6]. 5. **Housing Construction Orders Decline**: Housing construction orders decreased by 4.8% in the first four months of the year, influenced by weak real estate market demand and insufficient production willingness from private enterprises [7]. 6. **Project Selection Strategy**: The company employs a "two optimizations and two focuses" strategy to select projects, aiming to maintain stability in the housing construction market [7]. 7. **Industrial Plant Demand**: Demand for industrial plants, previously a major contributor to housing construction orders, has declined, impacting the overall construction industry [9]. 8. **Urban Renewal Initiatives**: The company is actively developing urban renewal and village renovation projects, with new contracts in this area amounting to approximately 100 billion annually [10]. 9. **Debt Management**: The company reported a significant impairment loss of 20 billion last year due to an increase in accounts receivable and aging debts, with an expected impairment provision of about 5 billion this year [4][15]. 10. **High Dividend Yield**: The company has increased its dividend payout ratio, currently yielding around 4.8%, which is attractive for public funds and may lead to increased allocation in the construction sector [16][17]. Other Important but Overlooked Content - **Data Center Demand**: The data center business, part of the industrial plant sector, shows growth potential, particularly highlighted by major projects like the East Data West Computing initiative [13]. - **Steel Structure Business**: The steel structure segment maintains stability through advanced technology and robotics, ensuring quality without aggressive capacity expansion [14]. - **Market Positioning**: The company is focusing on enhancing its market competitiveness through design, investment, and operational management improvements in urban renewal projects [10]. This summary encapsulates the essential insights from the conference call, highlighting the company's strategic responses to market challenges and opportunities within the construction industry.
筑牢长江上游生态屏障,守护好这一江清水,宜宾交出3年成绩单 一场开在长江边的发布会
Si Chuan Ri Bao· 2025-06-04 00:01
以小流域治理保障大江河清,宜宾在全省率先携手川、滇九县(区)建立联盟共护南广河机制,形成上下 游、左右岸协同共治格局。宜宾市水利局相关负责人介绍,目前,宜宾清退岸线近6公里,拆除违法建筑物1.3万 余平方米,提前两年完成155个长江入河排污口整治,优良水体比例达88.9%,较2022年治理前提升30%。 宜宾三江口鱼游鸟飞,引来市民围观。兰锋 摄 6月3日,"筑牢长江上游生态屏障"成效发布会在宜宾市三江口长江公园举行。发布会透露,过去3年,宜宾22 个国省考核断面优良水体比例持续保持100%,PM2.5累积浓度降低8.4%,环境空气质量综合指数在全国168个重 点城市排名中上升30位。 2022年6月8日,习近平总书记在宜宾市三江口视察当地推进长江流域生态修复保护、实施长江水域禁捕退捕 等情况,殷殷嘱托筑牢长江上游生态屏障,守护好这一江清水。一组升降数据给出宜宾3年来绿色发展成绩单: 2022年以来,宜宾GDP增长16.8%,PM2.5下降8.4%。变化,来自宜宾市持续推进绿色低碳转型,促进产业结构、 能源结构、交通运输结构调整。2024年,宜宾绿色低碳产业占比达44.8%。宜宾积极实施长江生态综合治理,建 ...
两部门印发《通知》有序推动绿电直连发展
Ke Ji Ri Bao· 2025-06-03 01:01
原标题:两部门印发《通知》有序推动绿电直连发展 科技日报讯 (记者刘园园)为探索创新新能源生产和消费融合发展模式,促进新能源就近就地消纳, 更好满足企业绿色用能需求,5月30日,由国家发展改革委、国家能源局联合印发的《关于有序推动绿 电直连发展有关事项的通知》(以下简称《通知》)正式发布。 谈及《通知》出台背景,该负责同志提到,近年来,随着我国新能源跃升式发展,新能源消纳压力逐年 递增。在远距离输送的同时,通过绿电直连项目等探索新能源生产和消费集成发展模式,可挖掘就近就 地消纳需求,拓展新能源应用场景,提高新能源资源利用效率。 《通知》提出,绿电直连项目以满足企业绿色用能需求、提升新能源就近就地消纳水平为目标。为规范 项目建设,《通知》要求,新增负荷可配套建设新能源项目。存量负荷在已有燃煤燃气自备电厂足额清 缴可再生能源发展基金的前提下开展绿电直连,通过压减自备电厂出力,实现清洁能源替代。有降碳刚 性需求的出口外向型企业利用周边新能源资源探索开展存量负荷绿电直连。《通知》明确,包括民营企 业在内的各类经营主体(不含电网企业)可投资绿电直连项目。 "《通知》始终坚持以绿为底色,多措并举提高绿电直连项目对新能源消 ...
交能融合发展应用与路径分析 | 交通战略研究
Sou Hu Cai Jing· 2025-05-30 10:33
交能融合是指交通与能源两大基础产业通过技术创新、基础设施建设、资源配置等方式实现深度融合,其核心在于打破交通与能源的行业壁垒,构建"交 通为体、能源为血、智慧为脑"的深度协同体系。当前,正是实现碳达峰、碳中和目标的关键冲刺阶段,在"双碳"目标引领下,交通与能源两大传统行业 的深度融合将成为推动绿色低碳转型的关键路径。 编辑:曹艺林 | 校核:张菁菁 | 审核:龙志刚 交通和能源行业是实现"双碳"目标的关键领域,在交通运输场景创新发展清洁能源,推动交能融合,提升交通运输行业绿色低碳水平,既能大幅减少交通 运输碳排放,又具有显著的经济和社会效益。 交能融合的现实需求与政策导向 作者:曹艺林 | 河南省中工设计研究院集团股份有限公司,河南交通运输战略发展研究院,河南省枢纽经济与产业发展研究中心,河南省交通绿色发展研 究中心(重点实验室) 国家高度重视交通与能源融合发展,推动建设了一批交能融合重点项目,持续完善交通运输清洁能源供应体系。目前,全国交通基础设施已建风、光等清 洁能源装机容量超过89万千瓦,累计建成充电桩3.5万个,充电停车位约5.1万个,新能源城市公交车占比达到77.6%,已建和在建清洁能源船舶超过43 ...
国家能源局有关负责同志就《关于有序推动绿电直连发展有关事项的通知》答记者问
国家能源局· 2025-05-30 09:10
问:《通知》的主要内容有哪些? 答: 通知共分为五部分。 第一部分 为适用范围与基本原则,明确绿电直连项目的定义、分类、特 征及原则。 第二部分 为加强规划引导,明确项目建设、规划统筹、模式创新、源荷匹配等方面要 求。 第三部分 为加强运行管理,从项目自身管理、电网接入要求、调度运行管理、安全责任界面 和系统友好性等方面,对绿电直连项目和电网企业提出具体要求。 第四部分 为交易与价格机制, 鼓励项目作为整体参与电力市场,按规定缴纳相关费用,并明确计量结算要求。 第五部分 为组织 保障, 明确国家发展改革委、国家能源局、地方能源主管部门、国家能源局派出机构、电网企业和 电力市场运营机构等工作要求。 问:《通知》对投资建设绿电直连项目作出哪些规定? 答: 一是支持各类经营主体投资建设绿电直连项目 。 《通知》明确支持包括民营企业在内的各类 经营主体(不含电网企业)投资绿电直连项目, 省级能源主管部门应配合做好相关工作,支持民营 资本等参与 。 二是充分调动投资主体积极性。 《通知》提出项目电源可由用户投资,也可由新能 源发电企业或双方成立的合资公司投资;直连专线原则上应由用户、电源主体投资。 三是维护各类 投资主 ...
水泥上市公司多线突围 2025年行业盈利有望显著改善
Zheng Quan Ri Bao· 2025-05-29 15:50
"水泥市场需求下滑严重,供需矛盾加剧,市场信心缺失,企业生产经营困难,纷纷通过低价恶性竞争抢占市场份额,导 致水泥价格持续下降至成本线附近,行业效益大幅下降。"数字水泥网总裁陈柏林表示。 本报记者 刘欢 近期,安徽海螺水泥股份有限公司(以下简称"海螺水泥")、天山材料股份有限公司(以下简称"天山股份")、甘肃上峰 水泥股份有限公司(以下简称"上峰水泥")等多家水泥上市公司陆续召开业绩说明会,各公司高管围绕公司2024年、2025年一 季度的业绩表现和经营情况等,与投资者展开了深入交流。 从上述公司业绩说明会释放的信号来看,各企业围绕产业链延伸、绿色低碳转型等方向谋篇布局,试图在需求下行等多重 压力下,寻找突围与转型的新路径。 企业积极探索应对之策 2024年,全国及各主要消费区域水泥需求均出现接近两位数的降幅,全国规模以上企业的累计水泥产量18.25亿吨,同比下 降9.5%(按可比口径),水泥产量创下十五年以来的最低值。 从企业层面来看,Wind数据显示,2024年,A股市场18家水泥上市公司中,有10家净利润同比下滑。 "展望2025年全年,水泥行业整体盈利水平有望比2024年出现明显改善。"中国水泥协会会 ...
强化“十五五”化工产业规划顶层设计
Zhong Guo Hua Gong Bao· 2025-05-28 02:01
Core Insights - The global chemical industry is facing structural imbalances in basic products, characterized by low-end capacity duplication and insufficient high-end supply [1] - The "14th Five-Year Plan" for the chemical industry will focus on high-quality development, innovation-driven growth, and a modern industrial system that is green, safe, and controllable [2] Group 1: Structural Challenges - The traditional top-down planning model has led to severe homogenization of production capacity across regions, exacerbating supply-demand imbalances [1] - The changing social demand structure necessitates a shift towards "demand-driven supply" to rewrite industrial planning logic [1] Group 2: Strategic Objectives - The "15th Five-Year Plan" will emphasize the "strong country" goal, enhancing new quality productivity, global competitiveness, and security assurance in the chemical industry [2] - The plan will adopt a localized approach to identify suitable product routes and build differentiated advantages through various strategic directions [2][3] Group 3: Structural Adjustments - The plan will continue the high-end structural adjustment approach from the "14th Five-Year Plan," focusing on deep supply-side structural reforms [3] - It will encourage vertical extension of the industrial chain and promote upstream development of specialty raw materials, midstream processing capabilities, and downstream high-value-added products [3] Group 4: Innovation and Technology - The chemical industry must integrate technological and industrial innovation, enhancing the soft environment and strengthening hard technology to elevate industry capabilities [4] - The focus will be on green, safe, and intelligent innovations, transitioning towards low-carbon and intelligent manufacturing [4][5] Group 5: Green Transformation - The industry will pursue a comprehensive green low-carbon transformation, leveraging renewable energy for chemical processes and promoting low-carbon technologies [5] - Emphasis will be placed on safety through advanced technologies and digital solutions to enhance operational safety and efficiency [5] Group 6: Industry Mapping - A detailed industry map will be essential for the "15th Five-Year Plan," providing macro guidance for local industrial planning and showcasing the entire industrial chain [6] - The mapping will include various aspects such as competitive landscape, growth potential, and regional collaboration [6][7]
中科环保(301175) - 2025年5月27日投资者关系活动记录表
2025-05-28 00:44
公司的资产负债率较低。截至 2024 年末资产负债率为 47.76%, 处于行业内较低水平,同时公司主体信用评级为 AA+级,未来可以 通过绿色债券、项目绿色贷、并购贷款等方式来弥补经营发展的资 金需求。 证券代码:301175 证券简称:中科环保 北京中科润宇环保科技股份有限公司 投资者关系活动记录表 编号:2025-010 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(民生证券策略会) 参与单位 名称及人 员姓名 易方达基金管理有限公司;世纪金源投资集团有限公司;上海左道 投资管理有限公司;民生证券股份有限公司;山西证券股份有限公 司 时间 2025 年 5 月 27 日(星期二)11:00-12:00 地点 民生证券策略会举办地(上海) 上市公司 接待人员 姓名 证券事务部投资者关系经理:崔珂菁 投资者关 系活动主 要内容介 绍 一、公司业绩情况介绍 公司证券事务部投资者关系经理崔珂菁对 2024 年度、2025 年 第一季度经营情况及绿色热能高效利用等业务亮点进行了介绍。介 绍完公司整体情况后,参会人员与投资者开展了深入的 ...
生态环境部逯世泽:碳市场成为对外展示国家战略的重要舞台
Xin Jing Bao· 2025-05-26 12:11
Core Insights - The recent forum on "Progress and Challenges of Carbon Markets in Supporting Low-Carbon Transition" highlighted the significant advancements in China's carbon market, which has shown stable growth and operation in recent years [1][3]. Carbon Market Development - China's carbon market consists of two main components: the national carbon emission trading market launched in July 2021 and the national voluntary greenhouse gas reduction trading market initiated in January 2024, forming a comprehensive carbon market system [3]. - The carbon emission trading market saw a notable increase in quotas, trading volume, and transaction value in 2024, with carbon prices exceeding 100 [3]. - The overall compliance rate for 2024 reached an impressive 99.98%, indicating enhanced market vitality [3]. Data Quality and Management - Significant improvements have been made in carbon data quality management, which is crucial for the healthy operation of the market. This includes the implementation of a three-tier review mechanism and the use of big data for carbon management [3][4]. - The current data quality is deemed sufficient to support the market's operational needs [3]. International Recognition and Collaboration - The carbon market has effectively enforced carbon reduction responsibilities among key industries, promoting low-carbon transformation and new productive forces, gaining recognition from countries like the UK, Brazil, and Turkey [4]. - The carbon market serves as a platform for China to showcase its proactive climate change strategies to the international community [4]. Climate Financing and Future Directions - The Ministry of Ecology and Environment has been actively promoting climate financing development, establishing a collaborative framework involving multiple departments and sectors [4]. - The carbon market is becoming a primary mechanism for carbon pricing in China, providing price signals that influence corporate investment decisions towards green and low-carbon development [4][5]. - Future efforts will focus on enhancing the national carbon market's design, managing data, and expanding trading participants and methods to further boost market vitality [5].