Core Viewpoint - Huayi Group (600623.SH) announced the permanent shutdown of its wholly-owned subsidiary Shanghai Energy Chemical Wu Jing Base in response to government requirements for industrial transformation and carbon peak initiatives [1] Company Summary - Shanghai Energy Chemical is a wholly-owned subsidiary of Huayi Group, primarily producing methanol, acetic acid, hydrogen, and synthesis gas [1] - The shutdown involves the Wu Jing Base facility, which has a designed methanol production capacity of 950,000 tons with a projected utilization rate of 46.5% in 2024, and a designed acetic acid capacity of 700,000 tons with a projected utilization rate of 70.7% in 2024 [1] - The decision to shut down aligns with the government's industrial transformation and carbon peak requirements, supporting the national "dual carbon" strategy and enhancing the company's commitment to green development and low-carbon transformation [1]

Core Viewpoint - Huayi Group (600623.SH) announced the permanent shutdown of its wholly-owned subsidiary, Shanghai Huayi Energy Chemical Co., Ltd.'s Wujing base, in compliance with government requirements for industrial transformation and carbon peak initiatives [1] Group 1: Company Impact - The Wujing base primarily produces methanol, acetic acid, hydrogen, and synthesis gas, and was established a long time ago [1] - As of the end of 2024, the total assets of the Wujing base will account for 7.9% of the company's most recent audited total assets [1] - The revenue from the Wujing base is projected to represent 5.9% of the company's consolidated revenue for 2024, with a net profit of -122.352 million yuan for the same year [1] Group 2: Strategic Alignment - The shutdown is a measure to implement government directives, aligning with the national "dual carbon" strategy [1] - This action supports the company's commitment to fulfilling its social responsibility for green development and promotes its transition to a low-carbon economy [1]

本次募集资金将投入风力发电、太阳能发电项目建设，拟使用募集资金约90亿元，项目情况如下： | 项目类型 | 装机规模(万千瓦) | 总投资金额(亿元) | | --- | --- | --- | | 新能源大基地项目 | 328.00 | 197.21 | | 绿色生态文明项目 | 120.00 | 61.04 | | 就地消纳负荷中心项目 | 248.00 | 163.68 | | 产业融合发展项目 | 150.00 | 62.88 | | 合计 | 846.00 | 484.81 | 财务方面，于2022年度、2023年度、2024年度以及2025年1-3月，电建新能实现营业收入约为83.82亿 元、87.28亿元、98.1亿元、26.61亿元人民币；同期，公司实现净利润分别约为19.81亿元、25.03亿元、 28.22亿元、5.55亿元人民币。 9月11日，中电建新能源集团股份有限公司(简称：电建新能)上交所主板IPO已受理。中金公司 （601995）为其保荐机构，拟募资90亿元。 招股书显示，电建新能主营业务为中国境内风力及太阳能发电项目的开发、投资、运营和管理，主要产 品为电力。公司全力开拓风力发 ...

Core Viewpoint - The meeting focused on advancing the hydrogen engine innovation initiative in response to China's "dual carbon" strategy, emphasizing collaboration among government, industry, academia, and research institutions [1][6]. Group 1: Meeting Outcomes - The council approved changes in the board members and the addition of nine new units to the hydrogen engine innovation consortium, enhancing its cohesion and industrial collaboration capabilities [3]. - The consortium's next steps include publishing the "China Hydrogen Engine Industry Development Blue Book" and promoting the establishment of national standards for hydrogen fuel engine technology [3][4]. Group 2: Research and Development - Progress reports on the 2024 key project regarding the mechanism and suppression technology of early combustion and knocking in hydrogen engines were shared by representatives from Beijing Institute of Technology and Tianjin University [4]. - The consortium's vice chairman presented a report on key technologies and industrialization progress of hydrogen engines, highlighting the national project's significance for the domestic hydrogen engine sector [4]. Group 3: Strategic Directions - The consortium's chairman emphasized the need for members to seize strategic opportunities in hydrogen engine development, advocating for deep collaboration among various stakeholders to achieve substantial results [5]. - The importance of recognizing the relationship between hydrogen engines and hydrogen fuel cells was stressed, highlighting potential synergies in safety, storage, cost control, and raw material supply [5]. Group 4: Future Plans and Responsibilities - The expert committee's vice chairman acknowledged the consortium's achievements in promoting hydrogen engine technology innovation and emphasized the strategic importance of hydrogen energy for national energy security and low-carbon transition [6]. - A call for clear task assignments and enhanced cross-unit collaboration was made to ensure effective progress towards key technological challenges and standard system construction [7].

● 本报记者李梦扬 具体到智能化方面，中冶宝钢技术服务有限公司重型机械分公司党委书记、经理徐旭文接受记者采访时 表示："目前我们正在进行智能驾驶等应用场景测试，计划今年年底落地。在一些作业现场环境相对恶 劣的地方，远程操作可以帮助驾驶员更安全、高效地完成工作。未来，我们也会进一步推进抱罐车的智 能化和无人化发展。" 三款车辆的技术突破还将为冶金企业物流运输带来显著的环保效益。具体来说，中冶宝钢介绍，上述运 输环节实现"零碳排放"，每年可减少二氧化碳排放超700吨，电耗成本仅为燃油车的三分之一，维护成 本降低40%以上，为"零碳"生产提供了关键支撑。 坚持创新驱动 记者获悉，上述三款"新能源"电驱无轨化冶金大物流特种车辆将发往湛江钢铁。据介绍，120吨电动抱 罐车采用整体式车架结构和四电机独立驱动系统，让抱罐车重载运输如履平地；120吨电动渣罐运输车 创新应用单轴线牵引驱动及整体旋转顶盖系统，大幅提升高温渣料运输的安全环保水平；80吨铰接式电 动抱罐车则通过快速充电与电池更换双模式，解决了新能源装备在连续作业中的续航焦虑。 "今天看到这三款新能源特种车辆成功下线，我非常激动。"中冶宝钢技术服务有限公司重型机械分 ...

Core Viewpoint - The successful launch of three "new energy" electric-driven non-track metallurgical logistics special vehicles by China Metallurgical Group Corporation (MCC) marks a significant advancement in the "green and intelligent" development of its metallurgical logistics equipment [1][3]. Group 1: Product Development - The three vehicles include two 120-ton electric grab trucks, four 120-ton electric slag transport vehicles, and one 80-ton articulated electric grab truck, showcasing MCC's commitment to green technology innovation [1][2]. - The vehicles are designed to address efficiency and environmental challenges in metallurgical slag handling and transportation, aligning with the "dual carbon" strategy [1][2]. Group 2: Technological Innovations - The core technological framework includes structural innovation, direct drive motors, energy recovery, and high-pressure safety interlocks, leading to significant improvements in operational stability and intelligence [1][2]. - The electric grab truck features an integrated chassis structure and a four-motor independent drive system, enhancing heavy-load transportation capabilities [2][3]. - The electric slag transport vehicle employs a single-axis traction drive and an integrated rotating top cover system, improving safety and environmental standards for high-temperature slag transport [2][3]. Group 3: Environmental Impact - The new vehicles are expected to achieve "zero carbon emissions," reducing carbon dioxide emissions by over 700 tons annually, with electricity costs only one-third of those of fuel vehicles and maintenance costs reduced by over 40% [2][3]. Group 4: Future Outlook - MCC plans to continue focusing on innovation-driven development, enhancing product research and development, and expanding its new energy product line, particularly in electric drive, intelligent networking, and lightweight technologies [3].

据中国科学院合肥物质科学研究院等离子体物理研究所网站10日消息，近日，由该所牵头承担的国 家"十三五"重大科技基础设施聚变堆主机关键系统综合研究设施项目（CRAFT）关键子系统——离子 回旋（ICRF）加热系统顺利通过专家组验收，实现我国在高功率射频加热技术领域的突破。 离子回旋加热系统。等离子体物理研究所网站 离子温度作为聚变堆"点火"的关键参数。在氘氚聚变反应中，离子温度需达到上亿摄氏度并自持燃烧， ICRF可直接加热等离子体中的离子，有效提升反应概率。CRAFT研制的高功率离子回旋系统平台，具 有2MW稳态功率输出、宽频带和千秒级长脉冲运行能力，可为BEST、CFEDR以及ITER装置的离子回 旋加热系统关键部件的设计提供研发与测试平台，将为未来聚变能源发展提供重要支持，助力国家双碳 战略实施。 离子回旋加热系统的成功研制，实现了高功率射频加热技术从"跟跑"向"领跑"的跨越，彰显了我国在聚 变能源领域的全链条创新能力，助力中国在全球能源革命中占据科技制高点。 本文系观察者网独家稿件，未经授权，不得转载。 据介绍，该系统面向未来聚变堆，针对发射机核心器件兆瓦级电子四极管国产化、大功率合成器研制、 聚变堆天 ...

近日，国内商用车领域领军企业庆铃汽车股份有限公司，与氢燃料电池系统赛道新锐力量广东云韬氢能科技有限公司，在重庆隆重举行 签约仪式，共同签署了《车辆销售合同》。双方就联合推广300辆4.5吨庆铃M600氢燃料电池冷藏车达成深度战略合作，标志着国内氢 能冷链物流商业化运营迈进坚实一步。 在广州市白云区政府的见证下，庆铃汽车（集团）有限公司副总经理张福伦，庆铃汽车股份有限公司副总经理胡旭东，广东云韬氢能科 技有限公司联席总裁刘伟，广州润鹏汽车有限公司总经理杨尚鹏等领导嘉宾共同参与了本次签约仪式，并就深化氢能领域合作、推动项 目落地实施进行了充分交流。 本次合作基于"整车厂 - 系统厂 - 经销商" 多维合作模式，深度整合了各方在全产业链中的核心优势，实现从研发、生产到认证、市场 运营的高效联动。其中，庆铃汽车凭借数十年商用车制造经验，把控车辆生产制造、整车公告拓展及全生命周期品质保障等关键环节， 为合作车型筑牢 "硬件根基"；云韬氢能则聚焦氢燃料电池核心技术，重点负责燃料电池系统的强检认证与全流程技术支持，以专业实力 赋能车辆动力性能。 据悉，此次批量签约的庆铃M600氢燃料电池冷藏车，具备四大核心优势：其一，零排 ...

本报讯 （记者刘晓一）据北交所官网信息，雅图高新材料股份有限公司（以下简称"雅图高新"）IPO将于9月12日上会审 核。 雅图高新是一家集高性能工业涂料研发、生产、销售及专业技能服务于一体的高新技术企业，其产品广泛应用于汽车修 补、汽车内外饰及新能源商用车、轨道交通、特种车辆等工业领域。作为国家级专精特新"小巨人"企业，雅图高新凭借技术沉 淀、业绩表现与战略布局，吸引了资本市场的关注。此次IPO计划募资4.31亿元，精准契合了行业"油转水"趋势与绿色制造需 求。 营收净利润双位数增长 招股书显示，作为国内汽车修补涂料行业头部企业，雅图高新的核心竞争力源于长期技术创新投入，目前公司已在水性涂 料、汽车原厂漆领域突破40余项核心专利，成为长安汽车、吉利汽车等头部车企核心供应商。 财务数据显示，2022年至2024年，公司营业收入分别达5.57亿元、6.36亿元、7.42亿元，净利润分别为7826.15万元、1.17亿 元、1.49亿元，营业收入与净利润年均复合增长率分别为15.42%、37.98%。这样的高成长性，一方面来自公司对传统汽车修补 市场的精耕细作，持续挖掘存量市场价值；另一方面则得益于其提前布局新能源 ...

维业建设集团股份有限公司成立于1994年，是珠海国有企业华发集团控股的A股上市公司，拥有多项荣 誉称号，连续多年入选中国建筑装饰"百强"企业、"广东省守合同重信用企业"及"深圳500强企业"。 2021年完成重大资产重组后，经营规模迅速扩张，营收规模连破百亿元，现已发展成为综合性企业集 团，综合实力位居国内建筑装饰行业前列。 半年度业绩及营收下滑原因 公司上半年实现营业收入40.08亿元，同比下降47.81%；归母净利润为1043.34万元，同比增长5.38%， 基本每股收益0.05元。营业收入下滑主要源于土建业务收入减少。 成本控制与盈利能力提升 9月10日，维业股份在其二楼228会议室接受了湘财证券、小忠资本、恒江基金等3家机构的特定对象调 研。公司副总裁兼董事会秘书沈茜、证券事务代表詹峰接待了来访机构。 维业股份基本情况 应收账款回款举措 受建筑行业经营特点影响，应收账款占比较大。维业股份通过客户信用管理把控风险，建立动态监控预 警体系防范履约风险，并针对逾期账款成立专项收款小组，采取多种催收手段，必要时通过法律手段保 障公司权益。 光伏及新业务开拓情况 公司全资子公司建泰建设此前中标珠海分布式光伏发电 ...