证券代码：603153 证券简称：上海建科 公告编号：2025-034 上海建科咨询集团股份有限公司 关于 2024 年度暨 2025 年第一季度业绩说明 会召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 ）于 2025 年 上海建科咨询集团股份有限公司（以下简称"公司" 上午 10:00-11:00 在价值在线网络平台召开了 2024 年度暨 2025 年第一季度业绩说明会，现将活动情况公告如下： 一、业绩说明会召开情况 时间：2025 年 6 月 27 日（星期五）上午 10:00-11:00 地点：价值在线（网址：www.ir-online.cn） 答：2024 年度，公司围绕"提质增效"的年度工作总基调，积 极应对外部困难挑战，持续推进深化改革，集聚创新发展动能，聚力 拓展市场空间， 促进各项经济指标稳步增长，全年实现营业收入 41.52 亿元，同比增长 3.54%；归母净利润 3.43 亿元，同比增长 8.49%；扣 非后归母净利润 2.76 亿元，同比增长 16.46%，总体完成年初确定的 各项目 ...

欢迎加入交易理想国知识星球 文 | 江露 来源 | CFC金属研究 编辑 | 杨兰 审核 | 浦电路交易员 在当今百年未有之大变局下，全球产业竞争加剧，地缘政治扰动频繁，国内经济转型面临挑战。2025年6月24日，中信建投期货在上海浦东新 区香格里拉酒店举办年中策略会，探讨在冲突与危机背后，期货全品种的潜在交易机会。 主要议题 以下文章来源于CFC金属研究 ，作者江露 CFC金属研究 . 本平台由金融业内人士对宏观数据、行业事件，进行专业的解读和评论，分享专业的价值观点，提出专业的投资策略，力争为普通投资者、产业人士 打造专业的投资交流平台，并无偿提供分析与研究服务。 王彦青：近处低谷，远景光明 一、碳市场发展与趋势 当前受宏观经济下行影响，碳价呈现短期下跌趋势，但市场活跃度和成交量仍在提升，表明市场本身在蓬勃发展。国内碳排放配额目前 较为宽松，企业减排紧迫感不强。然而从长远看，预计从2026年起碳排放配额将逐步收紧，迫使企业转向绿色能源和节能减排技术。 长期碳价上涨的方向是明确的，政策将推动其上行。国际上，欧盟持续推进碳政策，而美国受政治因素影响存在不确定性，特朗普上台 可能弱化碳政策。未来欧盟碳关税的实施 ...

Core Viewpoint - Guodian NARI Technology Co., Ltd. has launched a green hydrogen production solution, aiming to transition green hydrogen from a "supplementary energy" to a "main energy storage" source, leveraging clean electricity from wind and solar power [2][3]. Group 1: Industry Trends - The global trend is moving towards the synergistic development of "green electricity + green hydrogen," creating unprecedented opportunities for the green hydrogen industry [2]. - The green hydrogen sector faces systemic challenges, including optimization of wind-solar-storage hydrogen systems, limited dynamic adjustment capabilities of hydrogen production equipment, complex multi-time-scale coupling control, low production efficiency, and long investment recovery periods [2]. Group 2: Company Solutions - Guodian NARI's overall solution includes four major products: a steady-state joint simulation platform, an integrated control platform, hydrogen production power sources, and an electrolysis water hydrogen production system [2]. - The solution aims to achieve optimal system operation levels and the lowest green hydrogen costs through technologies such as steady-state joint simulation, hydrogen optimization scheduling, energy management, and cluster control of electrolyzers [2]. Group 3: Cost and Efficiency - Currently, the cost of hydrogen produced from coal ranges from 10 to 15 yuan per kilogram, with each ton of hydrogen produced emitting approximately 11 tons of CO2 [3]. - Guodian NARI's green hydrogen solution aims to lower the cost of electrolysis hydrogen to be on par with or even below that of gray hydrogen [3]. - The solution significantly enhances the power adjustment range of electrolyzers and the efficiency of hydrogen conversion, aligning well with the intermittent and volatile nature of renewable energy [3].

Core Viewpoint - The energy industry's digital transformation is both a challenge and an opportunity driven by the "dual carbon" goals and the wave of digitalization, necessitating a deep integration of energy and digital technologies [1] Group 1: Opportunities in Energy Industry Digital Transformation - Continuous policy support is evident, with the "14th Five-Year Plan for Modern Energy System" emphasizing the acceleration of digital and intelligent upgrades in the energy sector [2] - The "dual carbon" goals require significant changes in the economic and social systems, positioning the energy sector as a key player in achieving these targets through digital transformation [3] - The rapid development of the digital industry over the past decade provides essential technological support for the energy sector's digital transformation, facilitating new business models and sustainable development [4] Group 2: Challenges in Energy Digital Transformation - The energy sector faces severe challenges related to digital security and privacy protection, as the digitalization process generates sensitive data that must be safeguarded to prevent leaks and ensure operational safety [5] - There are complexities in achieving unified technical standards and data sharing within the energy sector, which involves numerous hardware and information systems [6] - A shortage of skilled professionals who possess both energy expertise and digital technology knowledge hampers the digital transformation process in the energy industry [8] Group 3: Digital Transformation Scenarios in Energy Industry - Smart production can be achieved through digitalization, enhancing precision in energy production and optimizing resource utilization [9] - Digital technologies can enhance energy management services and analyze consumer behavior through data collection at the consumption end [10] - Smart grids serve as the core infrastructure for digital transmission and distribution, improving efficiency and monitoring capabilities [11] - Digital technologies can optimize operational processes and monitor carbon emissions in real-time, supporting regulatory frameworks [12] - The integration of digital technologies fosters new business models and resource-sharing practices, optimizing energy resource utilization [13]

| | | 编号： | | --- | --- | --- | | 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 | | | 参 与 单 位 名 称 | 国联民生 陈子锐，国金证券 姚遥、彭治强，光大证券 | 邓 | | 及人员姓名 | 怡亮，江亿资本 袁晨 | | | 时间 | 2025 年 6 月 27 日 | | | 地点 | 运达股份会议室 | | | | 投资者关系经理 葛伟威 | | | 人员姓名 | | | | | 年国内风电装机规模将保持增长；同时公司积极拓展海外业 | | | | 1、预计公司 2025 年风电新增装机量情况？ 答：在双碳大目标和"十四五"发展目标的推动下，预计 | 2025 | | | 务，已在亚洲、欧洲、南美洲、非洲等多个国家获取项目订 | | | | 单，并将持续加速全球战略布局。因此，2025 年公司装机规 | | | 投 资 者 关 系 活 | 模预计将保持增长态势。 | | | 动 主 要 内 容 介 | | ...

工程热物理所研究员蔡军介绍了国家重点研发计划"典型工业过程燃烧中碳捕集共性关键技术与示范"项 目成果。该项目构建了高浓度二氧化碳氛围下焦炭燃烧—生料分解耦合模型，开发了宽燃料适应性的煤 粉流态化自预热富氧低氮燃烧技术、多元燃料通用高温预热强湍动富氧低氮分级燃烧技术以及用于二氧 化碳分离的嵌段聚合物混合基质膜，为未来研究团队开展深入科学研究和共同应对工业领域深度碳减排 奠定了基础。 随后，工程热物理所正高级工程师高鸣介绍了该所近期在高碳能源低碳利用方面取得的重要成果。中国 科学院过程工程研究所研究员徐文青、北京理工大学教授李胜、中国科学院上海高等研究院研究员孙楠 楠、中南大学副教授刘磊分别介绍了各自在碳捕集领域的最新研究成果。 中化新网讯 6月20日至21日，洁净煤"碳"索(十五)——国家重点研发计划·典型工业过程碳捕集关键技术 学术沙龙在中国科学院工程热物理研究所召开。会议以"探索典型工业过程碳捕集技术新路径，构建碳 捕集全链条高效协同新体系"为主题，聚焦工业领域碳捕集技术创新与应用，交流科研难题和痛点。 工程热物理所所长陈海生表示，碳捕集技术作为实现工业降碳的重要手段，其发展水平和应用效果直接 关系到我国" ...

Core Viewpoint - The 2025 China Coatings Industry Future Technology Development Conference was held in Suzhou, focusing on technological innovation and sustainable development in the coatings industry [1] Group 1: Industry Trends - The conference emphasized the importance of digital empowerment and innovation in coatings technology, including smart coatings and special functional coatings [1] - The meeting aimed to align with national strategic policies for industrial innovation and promote high-level technological self-reliance in the coatings sector [1] Group 2: Low-Carbon Development - Chen De presented on low-carbon emission reduction technologies and industrial practices under the dual carbon goals, highlighting explosive market growth in new energy coatings such as battery and electric vehicle coatings [2] - The core competitiveness of low-carbon coatings is defined by environmental performance, policy compliance, and circular ecology, leading to sustainable market penetration [2] Group 3: Company Strategy - The company has accelerated its layout in electronic chemicals and renewable materials, establishing a full industrial chain for carbon reduction from raw material research to end-use applications [2] - The company aims to deepen its "one body, two wings" development strategy, focusing on color technology while expanding into electronic chemicals and circular economy [2]

近日，苏州朗高电机科技股份有限公司（以下简称"朗高科技"）完成新一轮战略融资，本轮融 资由国投招商领投，元禾重元、天凯汇朗、致道资本、创元创投、东吴创投等多家知名投资机 构跟投。此次融资将重点支持公司深化技术创新、加速产能扩张及全球化市场布局，进一步巩 固其在新能源商用车和工程机械驱动电机领域的领军地位。 本轮融资将重点投向三大方向： 1）研发创新：加速新能源汽车、智能工程机械等领域的电驱动系统技术突破； 2）产能提升：建设智能化生产基地，完善电机及控制器核心部件的产业化能力； 3）全球化布局：建立国际化的研发和营销网络，打造具有全球竞争力的技术平台。 随着电池成本持续下探和政策支持力度加大，商用车电动化正迎来爆发式增长。据行业预测， 2025年新能源商用车渗透率将突破20%，带动核心零部件市场超千亿规模。此次战略投资将 助力朗高科技把握历史性发展机遇，推动中国高端装备制造走向全球。 作为国家级专精特新"小巨人"企业、国家级博士后科研工作站，朗高科技自2006年成立以来 始终专注于永磁同步电机及控制技术的研发与产业化。公司构建了覆盖新能源商用车、工程机 械、风力发电、工业节能、现代农机等领域的多元化产品矩阵， ...

Core Viewpoint - Qilu Petrochemical is committed to ecological priority and green development, implementing 62 energy-saving optimization measures from January to May, resulting in cost savings of over 60 million yuan [1] Group 1: Energy Efficiency and Cost Reduction - The company has established strict energy consumption assessment indicators and has achieved significant energy efficiency improvements, with all energy efficiency indicators in March exceeding industry limits [4][6] - From January to May, the comprehensive energy consumption of the refining sector decreased by 9.93% year-on-year, and single-factor energy consumption dropped by 11.73%, achieving dual compliance for both indicators [6] - The chemical sector has implemented targeted strategies, resulting in steam savings of 45,000 tons and electricity savings of 670,000 kWh per hour [7] Group 2: Carbon Reduction Initiatives - The CCUS project has reduced energy consumption by approximately 20% compared to its initial operation, with over 1.7 million tons of CO2 captured, equivalent to planting 15.3 million trees [10] - The company is accelerating the development of green low-carbon competitiveness through key projects like CCUS, hydrogen refueling, and solar power generation [10][11] Group 3: Cultural and Community Engagement - Qilu Petrochemical promotes a culture of energy conservation and carbon reduction through various educational initiatives, enhancing employee awareness and engagement [13][14] - The company has organized public open days to showcase its environmental protection efforts and achievements, receiving positive feedback from local communities [14]

Industry Overview - Thermal equipment utilizes thermal processing technology to heat, maintain, and cool materials in a specific medium, altering their structure to achieve desired properties [1][5] - The industry has expanded from metal materials to non-metal materials, driven by the rapid development of sectors like new energy vehicles, aerospace, and rail transportation [1][7] - The market size for major thermal equipment products in China is projected to grow from CNY 119.33 billion in 2020 to CNY 127.51 billion in 2024, with expectations to exceed CNY 130 billion by 2025 [1][7] Market Participants - Key listed companies in the thermal equipment sector include Chuangjiang New Material, Lijun Thermal Energy, Dingli Technology, and Beifang Huachuang [2] - The industry consists of approximately 1,000 manufacturers, with over 100 large-scale enterprises generating annual revenues exceeding CNY 20 million [11][13] - High-end thermal equipment is primarily dominated by foreign and joint-venture companies, with only a few domestic firms like Beifang Huachuang and Jingsheng Technology capable of high-end R&D and production [13][14] Current Industry Status - The thermal equipment industry in China began in the 1950s and has made significant progress through technology introduction and independent research [5][6] - Despite advancements, there remains a considerable gap in equipment manufacturing levels compared to developed countries, particularly in high-end technology [5][6] - Domestic companies have begun to overcome foreign technology blockades, achieving over 50% localization in certain high-end thermal equipment [6][7] Development Trends - The industry is accelerating towards smart and digital integration, with AI algorithms and IoT technologies enhancing automation and energy efficiency [18] - Green manufacturing practices are becoming central to industry upgrades, focusing on reducing carbon emissions and improving energy utilization [19] - There is a growing demand for high-end and customized thermal equipment, driven by advancements in new materials and aerospace sectors [20]