Core Insights - China's "New Three Samples" (electric vehicles, lithium-ion batteries, solar cells) have shown strong export momentum despite external trade pressures, indicating resilience and international competitiveness [1][2] - The export figures for the first four months of 2023 reveal significant growth in electric vehicles and lithium-ion batteries, while solar cell exports saw a decline in value but an increase in quantity [2][3] Export Performance - From January to April 2023, the export values for electric vehicles, lithium-ion batteries, and solar cells reached 125.47 billion yuan, 155.40 billion yuan, and 62.24 billion yuan, reflecting year-on-year growth rates of 10.8%, 25.1%, and -26.5% respectively [2] - In April alone, the export volumes for electric vehicles, lithium-ion batteries, and solar cells were 308,087 units, 36.09 million units, and 83.79 million units, with year-on-year growth rates of 37.8%, 25.8%, and 66.6% respectively [2] Factors Driving Growth - The growth of the "New Three Samples" is attributed to continuous technological innovation, a complete industrial chain, and supportive government policies [3] - Local governments are also reporting strong export performance, with Hunan Province's exports of these products growing by 69.2% in the first four months of 2023 [3] Global Expansion Strategies - Companies are shifting from simple product exports to more comprehensive global strategies, including overseas manufacturing and establishing technology partnerships [4][5] - The hydrogen energy sector is emerging as a new force in exports, with significant investments in projects like a hydrogen energy headquarters in Saudi Arabia [4][5] Future Market Potential - The global demand for renewable energy and environmentally friendly products is expected to drive continued growth in the "New Three Samples" sector [7] - Local governments are actively supporting export initiatives, with plans to double exports of these products by 2024 in regions like Shanxi Province [7] Competitive Advantages - Chinese companies benefit from a complete supply chain in the electric vehicle sector, leading to competitive pricing and technological advancements [8] - Innovations in battery technology and electric vehicle systems position Chinese firms at the forefront of the global market [8]

Policy Developments - China will send a high-level delegation to participate in COP30 in Brazil, emphasizing the importance of sustainable development and multilateralism [4] - The joint statement between China and Brazil highlights the commitment to addressing climate change impacts on developing countries [4] Regional Dynamics - In the first quarter, the Guangdong-Hong Kong-Macao Greater Bay Area recorded a green certificate trading volume of 780 billion kilowatt-hours, representing a 16-fold year-on-year increase [5] - The region's green certificate market is leading nationally, with a total trading volume of 1.329 trillion kilowatt-hours, showing a tenfold annual growth rate [5][6] Corporate Practices - Envision Energy plans to establish the first zero-carbon industrial park in Latin America, focusing on bio-jet fuel and green hydrogen technologies [9] - Hitachi Energy will deliver the world's first 550 kV SF₆-free GIS to State Grid Corporation, contributing to the decarbonization of the power grid [10] - Tetra Pak showcased its end-to-end solutions for ready-to-drink high-protein products, emphasizing sustainable innovation in food and beverage packaging [11]

证券代码：831641 证券简称：格利尔 公告编号：2025-053 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 格利尔数码科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 三、 投资者关系活动主要内容 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 问题 1：公司全球化布局情况如何？ 回答：尊敬的投资者：您好！基于整体战略布局及未来发展需求，公司已在 新加坡设立全资子公司，并通过新加坡全资子公司在越南和德国设立全资孙公 司，进一步开拓东南亚市场和欧洲市场业务，有利于公司利用当地人力、税收优 惠政策及其投资所在地区位优势，降低公司生产成本，增强公司盈利能力和竞争 实力，同时减少国际经济环境变化对公司经营的影响。感谢您对公司的关注！ 活动时间：2025 年 5 月 16 日 活动地点：通过全景网"投资者关系互动平台"（http://ir.p5w.net）采用 网络方式召开 2024 年年度报告业绩说明会。 ...

在第三十四届哈洽会上，黑龙江省鸡西市以"中国石墨之都·北疆开放明珠"为名片，携"黑色资源绿色革命"的 底气、"寒地龙药"的清香与对俄合作的开放姿态亮相。鸡西市副市长陈霖在接受新华网访谈时，揭秘了这座百年 煤城如何将"乌金石墨"转化为绿色动能。 新华网：本届哈洽会鸡西展厅如何体现本土特色？布局和展品有哪些创新？ 陈霖：在本届哈洽会上，鸡西以"石墨之都·北疆开放明珠"为定位，打造了150平方米的特装展厅。向全球客商展 示鸡西资源禀赋、区位优势，产业生态和文旅魅力。 在展厅设计上，融合了中式框架与俄罗斯元素，顶部采用了蓝白山水纹，与中俄界湖兴凯湖的生态美景相互 呼应，中心螺旋柱，融合了石墨晶体与碳元素，搭配的AI机器人演示工业科技，彰显出鸡西作为"石墨之都"的特 色与科技实力，正面还特设了俄式浮雕展台，以褐色为主色调，凸显了对俄合作的重要地位。 在功能分区方面，划分出了展示区、品鉴区和洽谈区等不同场景。展示区展示了石墨新材料、生物医药产 品、刺五加制品等六大领域商品；品鉴区现场供应鸡西大冷面、辣菜等特色食品，让参观者既能了解鸡西产业产 品，又能品鉴鸡西美食；洽谈区为客商们提供了舒适的交流合作空间，实现了"观展—体验 ...

英国皇家学会将创设面向国际研究人员的"法拉第"奖学金，资金总额高达3000万英镑（约合3989万美 元）。单笔奖学金最高达400万英镑（532万美元），特殊情况下甚至更高，旨在奖励工作持续5年至10 年的个人或团队。 英媒：英国加速吸引"逃离"美国的科研人员 海洋 英国《金融时报》19日报道，英国政府、英国皇家学会和英国皇家工程院近日将公布多项面向国际人士 的投资计划，尤其有意吸引因美国政府科研政策而打算离美的科研人员。 据报道，这些投资计划将为量子计算和细菌耐药性等高速发展领域的长期项目进一步提供财政稳定性。 英国科学、创新和技术部国务大臣帕特里克·瓦兰斯说，英国政府计划从每年204亿英镑（271亿美元） 研发预算中拨出大约20亿英镑（26.6亿美元）用于上述资金保障。瓦兰斯先前是制药企业葛兰素史克的 研发主管，他表示将"继续推动"对科研项目的长期投资，"削减和改变研发是取得进步的一种非常糟糕 方式"。 另据美国《外交政策》网站15日报道，美国总统唐纳德·特朗普领导的政府大肆削减科研经费，挑起移 民问题，为那些长期渴望招募美国顶尖科研人才的国家创造了机遇。 欧洲在这方面动作频频。欧洲联盟委员会主席乌尔苏拉· ...

Group 1 - The Shenzhen Stock Exchange hosted the 2025 Global Investor Conference, highlighting China's advancements in AI, robotics, and green energy, reshaping the global industrial landscape through technological innovation and sustainable development [1] - Gopi Mirchandan emphasized that Chinese AI technology has achieved leapfrog development, with local companies like DeepSeek significantly reducing reliance on high-end chips and hardware for AI training, opening up opportunities for more Chinese enterprises to develop AI products and services [2] - The widespread adoption of generative AI is enhancing operational efficiency and user experience for businesses, while also establishing China's global competitiveness in AI capital investment [2] Group 2 - Schroders is accelerating its green infrastructure strategy in China, having formed a dedicated team to integrate European renewable energy expertise with local experience, focusing on renewable energy development [3] - In April, Schroders launched a renewable energy fund exceeding $100 million in collaboration with Apple, aimed at providing institutional investors with stable long-term cash flows while promoting supply chain decarbonization [3] - The energy transition in China holds significant value potential, and Schroders aims to act as a "super connector" between international capital and China's green infrastructure needs, aligning with global ESG investment trends [3]

她表示，百达也非常擅长寻找周期增长的主题，但在寻找到主题之后要去实施，所有人都在这个世界上 可以起到重要的作用，她希望能够识别到早期的且能够为世界做出不同的企业。 责任编辑：彭紫晨 专题：深交所2025全球投资者大会：新质生产力 投资中国新机遇——开放创新的深圳市场 5月19日至20日，深交所2025全球投资者大会在深圳举行。大会主题为"新质生产力：投资中国新机遇 ——开放创新的深圳市场"，通过主旨演讲、圆桌讨论、公司路演等多种形式，展现中国资产和A股市 场投资价值。瑞士百达资产管理亚洲（除日本）首席执行官赵俊杰在圆桌论坛"新质生产力视角下的中 国投资机遇"中发表关于中国独特投资优势的看法。 赵俊杰表示，绿色能源、制造业和数字化交通都是她关注的投资领域，百达资产管理公司在战略上一直 在投资于全球的主动市场，已经投资了30多年，现在是世界上最大的主权投资品类。百达希望能够找到 大的趋势，希望这些趋势能够在未来的25年、30年甚至50年茁壮发展。他们相信这些大的趋势，强大的 力量，社会、环境、经济中的力量，还有技术的力量能够真的改变世界。相信这些大趋势是长期收益的 一个重要机会。 先用环保作为一个例子。中国政府一 ...

丨证券研究报告丨 公司研究丨点评报告丨通威股份（600438.SH） [Table_Title] 硅料龙头地位稳固，组件渠道拓展顺利 报告要点 [Table_Summary] 通威股份发布 2024 年年报及 2025 年一季报，2024 年公司实现收入 919.94 亿元，同比下降 34%；归母净利-70.39 亿元；其中，2024Q4 实现收入 237.22 亿元，同比下降 14%；归母净 利-30.66 亿元。2025Q1 实现收入 159.33 亿元；归母净利-25.93 亿元。 分析师及联系人 [Table_Author] 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 邬博华 曹海花 王耀 任佳惠 SAC：S0490514040001 SAC：S0490522030001 SAC：S0490524120006 SAC：S0490524070005 SFC：BQK482 通威股份（600438.SH） cjzqdt11111 [Table_Title2] 硅料龙头地位稳固，组件渠道拓展顺利 [Table_Summary2] 事件描述 通威股份发布 20 ...

在中国电池企业在全球市场取得不俗表现的背景下，美国本土新能源产业对中国供应链的依赖和需求持 续上升。中国海关总署数据显示，2020年至2024年，美国连续5年稳居中国锂电池出口头号市场。2024 年，美国从中国进口的锂电池交易额创下历史新高，达到153.15亿美元，占中国锂电池出口总额的 25%。与市场需求旺盛相对应的，是美国本土企业的供给能力不足。从全球新能源电池企业的市值、产 能和技术实力来看，美国本土企业在与中资电池企业竞争中处于下风。这是"优胜劣汰"的市场竞争规律 使然，并不是美国捏造的所谓"中国试图取代美国霸权"叙事。然而，面对激烈的外部竞争，美国首要考 虑的不是修炼内功，而是通过立法恶意打压中国企业，动用国家机器为本国企业在竞争中取得优势。 5月15日，比亚迪在匈牙利布达佩斯正式宣布成立欧洲总部。这标志着中欧在新能源领域合作又向前迈 进了一大步，具有重要意义。当美国众议院以"国家安全"为名通过"脱离外国敌对电池依赖法案"，禁止 国土安全部从宁德时代等六家中企采购电池时，中欧正以"技术互补、市场共生、规则共建"的绿色合 作，为全球可持续发展开辟新路：零和博弈注定被时代抛弃，合作共赢才是唯一出路。 中 ...

Core Viewpoint - The internal divisions within the Republican Party have led to the unexpected defeat of a major tax and spending proposal, raising concerns about the timeline for anticipated tax cuts and creating uncertainty in the market [1][2]. Group 1: Internal Divisions - The House Budget Committee voted 21 to 16 against the Republican tax and spending proposal, highlighting significant divisions within the party [2]. - Four hardline Republican representatives joined Democrats in opposing the proposal, indicating a fracture in party unity [2]. - The hardliners demand further cuts to Medicaid and the repeal of green energy tax credits, which complicates the legislative process [2][4]. Group 2: Legislative Implications - The defeat of the proposal is seen as a rare occurrence, as typically such committee votes are procedural steps before a full House vote [2]. - The anticipated legislation, originally expected to be completed by July 4, may now face delays due to these internal conflicts [1][2]. - The Republican leadership is seeking compromises between moderate and hardline factions to move forward with tax reforms [6]. Group 3: Economic Impact - The proposed tax cuts could potentially increase the national debt, which currently stands at $36.2 trillion, by several trillion dollars over the next decade [5]. - The nonpartisan Congressional Joint Committee on Taxation estimates that the tax cuts would reduce federal revenue by $3.72 trillion over ten years [5]. - Critics argue that the proposal disproportionately benefits the wealthy while threatening healthcare coverage for millions of Americans [5].