证券代码：300985 证券简称：致远新能 长春致远新能源装备股份有限公司投资者关系活动记录表 2025-001 | 投资者关系活动 | □特定对象调研□分析师会议 | | | --- | --- | --- | | 类别 | □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） | | | 参与单位名称及 | | | | | 参加网上集体业绩说明会的投资者 | | | 人员姓名 | | | | 时间 | 年 月 日 (周二) 下午 2025 5 15:00~16:30 | 27 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | 采用网络远程的方式召开业绩说明会 | | | 上市公司接待人 | 1、董事长张远先生 | | | 员姓名 | 2、董事、财务总监周波女士 | | | | 3、副总经理、董事会秘书张淑英女士 | | | | 4、独立董事王彦明先生 | | | | 5、保荐代表人李利刚先生 | | | | 投资者提出的问题及公司回复情况 | | | | 公 ...

膜法世家生产车间内，工作人员正在进行产品包装。 海龟爸爸科研发展展示区。 广州是中国的美妆之都，目前正着力发展成"国际美湾"。 据第二届"广州国际美妆周"会上发布的《2024广州化妆品产业白皮书》，截至2024年11月底，广州市化 妆品生产企业数量达1841家，约占广东省总量的56%，约占全国总量的31%。在产值方面，广州市化妆 品产业年产值超过1000亿元，占比超过全省70%，居全国首位。在流通领域，广州市拥有全国最大的化 妆品交易集散地，每年有近40万种化妆品在全国范围内流通，超过全国总量的一半。 功效、研发、价格、营销......广州美妆企业在面对竞争激烈的市场格局有何作为?"寻找南粤新质生产力 调研"第三期，我们走进化妆品行业优质企业代表，探寻企业发展的创新路径。 芭薇股份 芭薇股份成立于2006年，主要从事化妆品ODM业务，是一家具备护肤、面膜、洗护、彩妆等多品类化 妆品生产能力，集产品策划、配方研发、规模化生产、功效检测于一体的化妆品品牌客户服务商。截至 目前，公司累计服务的化妆品品牌超1000家，包括联合利华、多芬、力士、HBN、丸美生物、谷雨、 纽西之谜等。2024年3月，芭薇股份在北京证券交 ...

17. 铸造铝合金期货的交易单位和交割单位各是多少？ 为什么要上市铸造铝合金期货？ 铸造铝合金是废铝循环利用的主要途径，与传统电解铝相比，其生产工艺显著节约能源和水，大幅降低碳排放。上市铸造铝合金期货，一是服 务国家"双碳"战略，助力我国铝行业绿色低碳循环发展；二是完善铝产业链实体企业价格风险管理工具，服务企业稳健经营；三是推动建立铸 造铝合金行业"公开、公平、公正"的价格体系，发挥期货市场资源配置功能。 18. 铸造铝合金期货合约标的是什么？ 铸造铝合金期货合约标的为满足一定条件的铸造铝合金锭ADC12。 19. 哪些企业的铸造铝合金锭可以在期货市场进行交割？ 铸造铝合金期货实行品牌注册制度。交割铸造铝合金应当是在交易所注册的生产企业生产的注册商标的商品。 铸造铝合金期货交割品必备单证详见《上海期货交易所铸造铝合金期货业务细则》。 20. 根据《上海期货交易所交易管理办法》和《上海期货交易所风险控制管理办法》，交易所将对铸造铝合金期货交易实行保证金制度、涨跌停板 制度、持仓限额制度、大户报告制度、强行平仓制度、风险警示制度等风险控制措施。 铸造铝合金期货合约的交易单位为10吨/手，交割单位为30吨。 21. ...

文 | 刘冬博 孙芳芳 来源 | 国投期货研究院 编辑 | 杨兰 审核 | 浦电路交易员 目录 期市有风险,投资需谨慎 1、铸造铝合金产业介绍 1.1 铸造铝合金介绍 铝合金是我国体量最大、应用最为广泛的有色金属材料,是以铝为主要成分加入其他金属元素或非金属 元素熔合而成的合金。铝具有低密度、良好的导电性和导热性等优点，但纯铝的强度相对较低，通过添加其 他元素,如铜、镁、锌、硅等,可以显著提高铝的强度、硬度、耐腐蚀性等性能。 铝合金可分为原生铝合金和再生铝合金，分别以原铝和废铝为原料再添加其他合金元素而成。按加工方 式，铝合金又分为铸造铝合金和变形铝合金。上海期货交易所即将上市的铸造铝合金期货合约标的为再生 铸造铝合金，交割标的为 383Y.3（国际 GB/T8377-2016）和 AD12.1（日标 JISH2118-2006 )，两 者合金成分要求相同,杂志成分要求略有差异,市场统称为 ADC12。 ADC12 是再生铸造铝合金的核心牌号，是众多铝合金牌号中的一个分支，从体量上直观来看，目前 ADC12 产量占原铝产量的 10%左右。 | 1 、铸造铝合金产业介绍 … | | --- | | 1.1 铸造 ...

Core Viewpoint - The Chinese charging industry is undergoing a technological revolution, shifting from a "price war" to a value-driven approach, with a focus on improving charging efficiency and safety standards [1][2]. Industry Development - The overall scale of charging infrastructure in China has evolved from non-existence to a balanced development of slow and fast charging, transitioning towards high-quality growth [1]. - The Ministry of Transport and ten other departments have set goals for 2027 and 2035 to enhance the integration of transportation and energy sectors, establishing a collaborative development mechanism [1][6]. Technological Advancements - The year 2024 is seen as a watershed moment for the charging industry, with significant price drops in charging modules and the introduction of mandatory CCC certification for charging equipment [2]. - Major players like BYD and Huawei have introduced megawatt-level fast charging technologies, which are expected to redefine the power ceiling for charging [3]. Safety Concerns - As charging power demands increase, especially for electric vehicles and other electric transport, safety and reliability challenges are emerging [5]. - The industry faces multiple risks, including fire hazards and emergency response difficulties in unattended scenarios, prompting the need for comprehensive safety solutions [5]. Market Opportunities - The electric heavy truck market is projected to see significant growth, with sales expected to reach 82,000 units in 2024, marking a 140% year-on-year increase [5][6]. - The demand for specialized charging infrastructure, such as fast charging and battery swapping stations, is rising due to the unique operational characteristics of heavy trucks [7]. Competitive Landscape - The charging industry is experiencing fierce competition, with price wars impacting profitability and leading to a focus on technological upgrades and market restructuring [8]. - Despite advancements in fast charging technology, there are concerns about the current capacity of fast-charging batteries to support large-scale electric vehicle deployment [8]. Challenges in Infrastructure - The construction of ultra-fast charging stations faces economic, technical, and infrastructural challenges, including high equipment costs and low utilization rates [9]. - The lack of unified technical standards and compatibility issues among different stakeholders is hindering the development of a cohesive charging network [9]. Recommendations for Development - Experts suggest establishing a collaborative ecosystem for public ultra-fast charging services, emphasizing the need for efficient use of existing infrastructure rather than blind expansion [10].

新华财经北京5月27日电（王菁）随着我国首部ESG信息披露标准于去年底正式落地实施，上市公司 ESG管理进入新的发展阶段。与此同时，机构投资者对高质量可持续数据的需求显著提升，并将其视为 评估企业长期竞争力的核心指标之一。 "ESG评级机构作为独立第三方专业服务机构，向投资者提供企业的ESG评级。二者从不同角度为投资 者服务，各司其职、相互补充，共同在投资者与企业可持续风险和管理绩效之间架设桥梁。"冷冰进一 步指出，可持续相关财务信息的强制披露，有利于维护ESG评级的专业性和独立性；ESG评级的专业性 和独立性，有利于印证强制披露的可持续相关财务信息。 在ESG实践专题圆桌讨论中，MSCI 亚太区可持续与气候研究部主管王晓书，兴业银行董事会秘书、董 监事会办公室总经理夏维淳，德勤中国可持续发展鉴证与报告业务主管合伙人胡建宇，波司登国际控股 有限公司董事会办公室主任兼ESG可持续发展总经理陈皓，药明生物副总裁、全球沟通及ESG部负责人 王倩，围绕"ESG如何赋能企业战略与金融实践"这一核心议题展开深度对话。嘉宾分别从企业和金融机 构视角分享在推动ESG实践过程中所面临的机遇与挑战，并就如何共同构建更加完善的ES ...

Core Viewpoint - Wangneng Environment is transforming from a traditional solid waste treatment company to a green technology service provider by integrating solid waste treatment, renewable energy, and computing power services, leveraging the opportunity of the Huzhou "Zero Carbon Intelligent Computing Center" [1][3] Group 1: Solid Waste Treatment - Wangneng Environment demonstrates industry-leading capabilities in solid waste treatment, operating 21 waste incineration plants with a daily waste processing capacity of approximately 21,800 tons and generating over 8.31 million kWh of electricity daily [2] - The South Taihu Phase V project, utilizing innovative ultra-high pressure reheating technology, has improved thermal efficiency from 22% to 30%, achieving a power generation of 700 kWh per ton of waste, which is double the industry average [2] - The company has achieved a significant reduction in standard coal consumption by 1 million tons annually and maintains dioxin emissions below EU standards [2] Group 2: Renewable Energy and Green Initiatives - The South Taihu project, with a total capacity of 2,150 tons per day, is expected to provide ample green electricity resources for the intelligent computing center [1][2] - The first phase of the South Taihu project completed Zhejiang Province's first green certificate transaction for municipal waste incineration in February 2024, marking a breakthrough in green electricity value conversion [2] Group 3: Intelligent Computing and Smart Factory - The Huzhou Zero Carbon Intelligent Computing Center, which completed its filing on March 4, 2025, will rely on the company's waste incineration capacity to create a sustainable energy loop for computing power services [3] - The company has made significant advancements in smart factory construction, implementing a comprehensive information platform for monitoring the entire waste collection and production process, enhancing operational efficiency and management precision [3] - With the support of national policies aiming for a 15 trillion yuan scale in the energy-saving and environmental protection industry by 2030, Wangneng Environment is positioned to explore a broad market space [3]

研发体系的持续投入成为方正电机技术突破的基石，数据显示，2024年，公司研发费用增至近1.78亿 元，占营收比重达7.2%。目前，公司积极响应国家大力发展"新质生产力"的号召，布局机器人关节及电 动飞行器驱动系统业务。公司人形机器人关节产品，已申请相关专利33件，其中已获批2件。2025年3 月，公司获某客户电动飞行器项目驱动系统开发定点，目前正在开发之中。 在新能源汽车与机器人产业的双重浪潮下，方正电机（002196）(002196.SZ)正以技术协同为纽带，构 建"汽车+机器人"的双轮驱动格局。这家从缝纫机电机起家的传统制造企业，通过持续的技术突破与场 景落地，逐步蜕变为智能装备领域的核心供应商。 近日，方正电机在互动易平台回答投资者提问时表示，正在研发机器人关节电机产品。方正电机表示， 公司于2023年成立专门的控股子公司进行机器人关节及电机的开发，目前已开发数款机器人关节和电机 产品，部分已有客户送样，公司正在积极开展产品和客户开发工作。 通过多年的技术积累和市场开拓，方正电机已经在微特电机及控制器、新能源汽车驱动总成、汽车发动 机控制系统等多个细分领域处于市场领先地位——其中多功能家用缝纫机电机年产 ...

证券研究报告 公司研究 [Table_StockAndRank] 西子洁能(002534) 投资评级 —— 上次评级 —— [Table_Author] 郭雪 执业编号：S1500525030002 邮 箱： XXXXX xxx 行业分析师 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com [Table_Author 郭雪 环保联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 执业编号：S1500524100001 邮 箱：wuboying@cindasc.com [Table_ReportType] 公司点评报告 [Table_OtherReport] 订单量基本稳定，2012 年业绩增长可 期 继续享受余热锅炉行业的高景气 订单稳定，2012 年业绩预期乐观 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Titl ...

Core Viewpoint - Hongfa Technology Co., Ltd. maintains a stable credit rating due to its strong market position and operational performance, despite facing challenges such as intense competition and funding pressures [1][3][4]. Company Overview - Hongfa Technology is the largest relay manufacturer in China, holding the top global market share in relay products, with a revenue of 127.01 billion yuan in 2024, reflecting an 8.96% increase year-on-year [8][13]. - The company operates multiple production bases domestically and has established factories in Indonesia and Germany, with ongoing construction projects requiring significant investment [11][12]. Financial Performance - The company's EBITDA for 2024 reached 36.07 billion yuan, a 9.98% increase from the previous year, indicating strong profitability [13]. - The total assets as of the end of 2024 were 60.39 billion yuan, with total liabilities of 22.81 billion yuan, resulting in an asset-liability ratio of approximately 37.8% [3][4]. Market Position - The company’s relay products account for about 90% of its total revenue, with significant demand driven by the recovery in the market and the growth of the new energy sector [8][9]. - The global market share for the company's relay products is 23.10%, with specific segments like power relays and automotive relays holding shares of 31.70% and 23.00%, respectively [12]. Operational Efficiency - The company has a production capacity of 39.74 billion relays per year, with a production output of 32.44 billion relays in 2024, achieving a capacity utilization rate of 81.63% [10][11]. - The average inventory turnover period is extended due to high overseas sales and shipping delays, with a cash conversion cycle of approximately 204.93 days [15][16]. Industry Context - The electrical equipment industry is experiencing robust growth driven by investments in clean energy and infrastructure, with significant government spending on grid upgrades and new energy projects [5][7]. - The competitive landscape is intensifying, particularly in traditional electrical equipment sectors, while leading companies are focusing on technological upgrades and product diversification to maintain market share [7][8].