习近平总书记指出，"推动绿色低碳发展是国际潮流所向、大势所趋，绿色经济已经成为全球产业竞争 制高点"。当前，贸易领域低碳竞争日趋激烈，发达国家跨国企业为抢占绿色低碳领域竞争的制高点， 主动开展供应链脱碳工作，带动全球供应链朝低碳甚至零碳方向转型。中国作为制造业出口大国，必须 紧盯全球供应链绿色低碳发展态势，对照国际新标准、新规则，主动布局，积极打造绿色低碳供应链， 筑牢外贸竞争新优势。 绿色低碳供应链将绿色低碳理念植入商品生产和服务供给全过程，与传统供应链相比，有以下几个特 点。一是在追求资源配置效率的同时，强调减少碳排放，尽可能将对环境的影响降到最低，实现经济效 益与生态效益的统一。二是强化商品设计、采购、生产、包装、销售、消费和回收全链条绿色低碳管 理，覆盖从供应链最前端到最末端的所有环节。三是注重供应链上下游企业在碳减排过程中的协调配 合，充分发挥龙头企业的引领作用。 为出口企业提供新机遇新赛道。低碳转型开辟出更多的应用场景，包括环境友好型技术应用、设备改造 更新、绿色低碳设计及服务。同时，绿色低碳产品和服务的市场接纳度高、需求旺盛，有利于促进产业 链供应链绿色低碳转型，催生更多有前景的新产业。由于契合 ...

证券代码：002034 证券简称：旺能环境 公司将持续推进上述战略举措，如有重大进展将及时履行信 息披露义务。我们相信，通过精细化运营和创新发展，能够为投 资者创造持续增长的价值。感谢您的关注。 2、请问贵公司本期财务报告中，盈利表现如何？ 尊敬的投资者，您好！2025 年第一季度实现营业收入 8.74 亿元，同比增长 11.12%；净利润 2 亿元，同比增长 10.62%；经 营活动产生的现金流量净额 2.09 亿元；基本每股收益 0.47 元/ 股，同比增长 11.90%；总资产 144.26 亿元；归属于上市公司股 东的所有者权益 68.77 亿元。感谢您的关注。 3、请问您如何看待行业未来的发展前景？ 尊敬的投资者，您好！公司四个板块所处行业未来的发展前 景在公司《2024 年年度报告》第三节第一部分"报告期内公司所 处行业情况"中有所论述，具体查询公司在巨潮资讯网发布的 《2024 年年度报告》。感谢您的关注！ 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 （请文字说明其他活动内容） 参与单位名称 通过全景 ...

Core Viewpoint - Food waste is a significant global issue, with approximately one-third of food produced being wasted or lost each year, leading to environmental and resource costs that are often overlooked [1][2][3] Group 1: Food Loss and Waste Statistics - The global food loss from production to retail is estimated at 13.9%, and reducing this loss by 1% could yield an additional 27 million tons of food, sufficient to feed 70 million people for a year [1] - In China, the food loss rate across the entire grain supply chain is 8%, with production and harvesting accounting for 27%, storage and transportation for 33%, and consumption for 31% [1] - The loss rates for major staple crops in China are 26% for rice, 16.7% for wheat, and 18.1% for corn, with rice having the highest waste volume [1] Group 2: Environmental Impact of Food Waste - Food waste incurs significant environmental costs, including the consumption of water, fertilizers, and pesticides, as well as the emission of greenhouse gases like methane and carbon dioxide [2] - The ecological consequences of food waste include soil degradation in Northeast China, groundwater depletion in North China, and heavy metal pollution in southern rice-growing areas [2] Group 3: Policy and Legislative Framework - Reducing food waste has become a critical strategy for ensuring food security and achieving low-carbon emissions, with the UN's 2030 agenda aiming to halve global per capita food waste at the retail and consumer levels [3] - China has enacted the Anti-Food Waste Law in 2021, becoming the fourth country globally to legislate against food waste, with 29 ministries establishing a collaborative mechanism to promote food waste reduction [3] - Despite the legislative framework, challenges remain in effective implementation, with a need for stronger government leadership and improved regulatory mechanisms to enhance policy execution [3][4] Group 4: Cultural and Systemic Challenges - The causes of food waste are complex, involving cultural practices, information asymmetry, and business consumption patterns [4] - Future efforts should focus on developing standardized menus, updating technological approaches, and shifting consumer attitudes to effectively reduce food waste [4]

证券代码：300441 证券简称：鲍斯股份 宁波鲍斯能源装备股份有限公司投资者关系活动记录表 编号：20250429 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 参会人员名称 胡东明、潘成龙 时间 2025 年 4 月 29 日 8:20-9:20 地点 公司 上市公司接待人员 董事会秘书徐斌 投资者关系活动主 要内容介绍 调研记录： 公司董秘陪同投资者参观公司的主要生产现场，介绍公司的基本情况，并就 投资者关注的问题作相应的沟通。主要沟通内容如下： 问题一：公司经营计划？ 答复：公司将以高端制造和智能制造为发展方向，坚持"进口替代、节能减 排"的产品定位，聚焦主业，加大压缩机、真空泵、液压泵等产品及关键零部件 的研发和生产制造，进一步做强、做大、做透流体机械产业，同时积极拓展国际 市场，推动转型升级，提升经营能力，为客户提供更优质的产品，为股东创造更 大的价值。 1、加强关键零部件制造：在现有产品基础上，加强关键零部件的生产制造， 提升产品竞争力。 2、拓展销售模式与渠道：积极创新销售模式，拓展销售渠道，主动融入全 球产业链，大力 ...

核心观点 《巴黎协定》框架下的碳信用有利于更多气候资金跨国流动，以更低成本更高效率实现碳减排目标。 推动我国碳交易市场高水平对外开放，吸引更多国际碳资产在我国碳市场进行交易，并以人民币作为结算货币，带动人民币国际化；积极参与国际规则的 建设完善，将我国碳市场建设成为法治化、国际化、现代化的碳市场，切实增强我国碳市场的国际吸引力和影响力。 图片来源：摄图网授权 ■周宏春 碳排放权交易市场（以下简称"碳市场"），源于《联合国气候变化框架公约》（以下简称《公约》）以及缔约方一系列会议的引导和推动。我国碳市场从 清洁发展机制（CDM）项目获得国际资金开始实施，经过地方试点和全国市场的启动发展等阶段，现已建立起一套被广泛接受、科学有效、公开透明、 公平公正的制度和管理体系。 随着全国碳市场的扩容，下一步要以信息披露为抓手推动诚信体系建设，确保碳市场安全、稳定、有序运行和可持续发展，发挥其在我国绿色低碳转型中 的积极作用。 我国碳市场发展历程及建设现状 全国碳市场，包括强制性的碳排放权交易市场和自愿性的碳减排交易市场，二者既各有侧重、独立运行，又互为补充，通过配额清缴抵销机制相衔接，这 是全国碳市场健康、平稳、有序运行的 ...

Core Viewpoint - The company is undergoing significant operational changes, including the shutdown of inefficient power generation units and a major asset restructuring plan aimed at improving financial performance and compliance with regulatory requirements [7][20][29]. Financial Data - The company reported a total installed capacity of 3.51 million kilowatts as of March 31, 2025, with specific plants contributing to this total [4]. - The weighted average utilization hours for coal power units decreased by 76 hours year-on-year to 1,253.44 hours in Q1 2025 [5]. - The company’s coal production in Q1 2025 was 1.4758 million tons, with a saleable coal output of 1.2232 million tons [6]. Operational Changes - The company plans to shut down the Pan San Power Plant's units 1 and 2, which have a combined capacity of 270,000 kilowatts, to comply with national policies aimed at eliminating outdated production capacity [20][29]. - The decision to close these units is expected to optimize the company's asset structure and reduce losses from smaller, less efficient units [29][32]. Asset Restructuring - The company is in the process of a major asset restructuring, which includes acquiring an 89.30% stake in a power group from its controlling shareholder through a combination of stock issuance and cash payment [7][8]. - The restructuring is classified as a significant asset reorganization under regulatory guidelines, but it will not change the company's actual controller [7]. Shareholder Information - The company has proposed a cash dividend plan for 2025-2027, aiming to distribute at least 75% of the net profit attributable to shareholders as cash dividends each year [12]. - The company will not distribute cash or stock dividends for the 2024 fiscal year to support the acquisition and restructuring efforts [15]. Environmental Compliance - The shutdown of the Pan San Power Plant is part of the company's commitment to meet energy efficiency and environmental standards set by the government [20][29].

Investment Rating - The report maintains a "Buy" rating for Kstar and Envicool, while Kehua is rated as "Neutral" [2][11]. Core Insights - The data center supply chain in China is experiencing strong demand, with expectations for continued capacity expansion through 2025 and potentially into 2026, despite challenges such as overseas chip supply constraints [1][5]. - The report has revised earnings per share (EPS) estimates downward by 17%-31% for Kstar, Envicool, and Kehua, primarily due to uncertainties in domestic solar inverter and energy storage system (ESS) demand, as well as intense pricing competition [1][7]. - Kstar is favored over Kehua due to its faster long-term growth potential, better margin profile, and more attractive valuation metrics [2][5]. Kstar Summary - Kstar's sales and net income for 4Q24 decreased by 9% and 76% year-over-year, respectively, while 1Q25 showed a 14% increase in sales but a 17% decrease in net income [5][8]. - The company anticipates 30%-50% year-over-year order growth from domestic internet and telecom customers in 2025, with significant opportunities for customer base expansion [6][9]. - Kstar's total revenue is projected to grow from Rmb 4.159 billion in 2024 to Rmb 9.642 billion by 2030, with a net income increase from Rmb 394 million to Rmb 1.455 billion over the same period [10]. Envicool Summary - Envicool's 4Q24 and 1Q25 results missed expectations due to delayed revenue recognition and increased operating expenses, leading to a 31% downward revision in EPS estimates [11][15]. - The data center room cooling segment saw sales growth of 49% in 2024, with a record high order backlog by 1Q25, indicating strong demand [13][14]. - Envicool's total revenue is expected to rise from Rmb 3.529 billion in 2024 to Rmb 4.589 billion in 2025, with net profit projected to increase from Rmb 344 million to Rmb 453 million [16].

近些年来，全球造纸行业正在掀起一股寻求绿色低碳发展新路径的热潮，其所关注的维度包括：使用碳 排放低的原材料、应用生物质能源替代化石能源、优化生产工艺、强化供应链绿色管理等。 作为造纸产业的上游环节，在面对绿色转型发展这一全球性话题时，浆纸领域正在积极通过技术创新和 绿色化生产，来提升生产效率以及降低碳排放。全球最大的商品浆生产商书赞桉诺，亦是推动行业可持 续发展的拥趸。 在接受21世纪经济报道记者专访时，该公司可持续发展、传播与品牌全球执行副总裁玛露·派瓦（Malu Paiva）和可持续发展总监玛丽娜·内格里索利（Marina Negrisoli）均表示："浆纸行业脱碳的主要挑 战，在于议题一直在演变，有些技术性问题甚至也是世界性难题，需要通过与产业链其他利益相关方共 同合作，寻求有效的解决方案。" 自2022年开始，书赞桉诺正式开启在中国的可持续发展工作，其内容一方面为致力于在华相关业务与可 持续发展议程更紧密相连，另一方面则是探索如何在中国更好地达成可持续发展长期目标并提出倡议。 玛丽娜·内格里索利告诉21世纪经济报道记者："我们制定了2030年的碳减排目标，即到2030年公司整体 碳排放强度降低15%。 ...

Core Viewpoint - 中远海运 reported strong financial performance for Q1 2025, with significant increases in revenue and net profit, indicating robust growth in the container shipping sector [1][2]. Financial Performance - The company achieved operating revenue of 57.96 billion yuan, a year-on-year increase of 20.05% [1]. - Net profit attributable to shareholders was 11.695 billion yuan, reflecting a 73.12% year-on-year growth [1]. - Earnings per share rose to 0.74 yuan, up 76.19% compared to the previous year [1]. - The asset-liability ratio decreased to 41.97% as of March 31, 2025 [1]. - Net cash flow from operating activities was 15.062 billion yuan, an increase of 69.49% year-on-year [1]. - Cash and cash equivalents reached 186.699 billion yuan [1]. Shipping and Terminal Operations - Container shipping business completed a total of 6.4815 million TEUs, a year-on-year increase of 7.53% [1]. - Revenue from shipping operations was 55.883 billion yuan, up 20.07% year-on-year [1]. - Terminal operations achieved a total throughput of 35.7489 million TEUs, reflecting a 7.48% increase [1]. - Revenue from terminal operations was 2.767 billion yuan, a year-on-year growth of 16.06% [1]. Share Buyback - In April 2025, 中远海控 announced a new round of share repurchase, having repurchased 43.2444 million A-shares at a cost of approximately 600 million yuan [1]. - From October 2024 to April 2025, the company repurchased A and H shares totaling about 3.894 billion yuan, with all repurchased shares being canceled [1]. Industry Outlook - The container shipping industry is expected to face a complex and changing market environment due to geopolitical factors, the situation in the Red Sea, and uncertainties in U.S. trade policies [2]. - New environmental regulations will also impact the shipping industry [2]. - The company aims to focus on global digital supply chain operations and investment platforms, optimizing resource allocation and enhancing service quality to create greater value for shareholders [2].

证券代码：002641 证券简称：公元股份 2025 年 4 月 29 日投资者关系活动记录表（二） 编号：2025-002 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 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 及人员姓名 公元股份2024年度业绩说明会采用网络远程方式进行，面向全体投资 者 时间 2025 年 4 月 29 日 15:00-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访 谈"栏目 公司接待人员 姓名 董事长：卢震宇 副总经理兼财务负责人：杨永安 董事兼董事会秘书：陈志国 独立董事：王旭 投资者关系活动 主要内容介绍 1.公司在成本控制方面有哪些具体措施？这些措施对提升净利润有何 贡献？ 答：您好！公司在成本控制方面采取的措施有：一是通过物控大宗原 料集中采购，以及现货和期货结合进行成本锁定，降低原材料采购成 本。二是通过智能化、数字化改革减少生产成本和人工成本，提升效 率；三是通过技术配方优化，降低产品成本。以上措施对公司提高产 品市场竞争力起到 ...