2025年5月7日，隆基机械发布了2024年年报。报告显示，公司全年实现营业总收入23.81亿元，同比增 长6.96%；归属净利润0.47亿元，同比增长27.41%；扣非净利润4078.29万元，同比增长31.76%。尽管公 司在新能源汽车市场取得显著进展，但轮毂和制动钳体业务受市场影响较大，表现不佳。 市场布局优化，新能源汽车成新增长点 隆基机械在2024年持续优化市场布局，深度挖掘国内外市场潜力。公司通过构建国内与国外、乘用车与 商用车、自主品牌与合资品牌、燃油与新能源汽车的市场架构，形成了普通制动盘与高端制动盘市场的 优势互补。在国内市场，公司重点开发和服务于中高端客户，逐步实现由二级市场直接服务于各大整车 厂，目前已直接供应广汽丰田、沃尔沃、比亚迪、奇瑞、吉利等整车厂。 在产品研发方面，公司聚焦市场需求，全年完成近百个型号的正向设计开发项目，持续优化产品矩阵， 为业务发展注入强劲动力。此外，公司充分发挥3D打印技术的独特优势，构建起高效的产品开发响应 机制，在特殊产品样件交付环节实现品质、效率与速度的多重突破，为客户提供更加优质的产品与服务 体验。 尽管技术创新成果显著，但公司在研发投入方面仍需加大力 ...

Core Viewpoint - The article discusses the implementation of the "Beautiful Hubei Strategy" aimed at enhancing ecological carrying capacity as part of Hubei's mission to become a significant strategic support point in central China [6][8]. Summary by Relevant Sections Overall Goals - The "Action Plan" outlines a three-step approach: 1. By 2027, promote green low-carbon development with water quality in key areas maintaining at Class II or above [8]. 2. By 2030, achieve significant results in the green transformation of production and lifestyle [8]. 3. By 2035, establish a widely adopted green lifestyle and fundamentally improve ecological conditions [8]. Key Actions - The "Action Plan" emphasizes three main aspects: 1. Focus on creating an "ecologically rich" support point through green development and low-carbon transformation [9]. 2. Implement major initiatives for enhancing ecological carrying capacity, including ten actions for high-level protection of the Yangtze River and various green development actions [9]. 3. Aim to establish Hubei as a "Beautiful China Pioneer Zone" by leading in ecological construction and integrating beautiful landscapes into urban and rural areas [9]. Six Major Actions - The "Action Plan" proposes six major actions to enhance ecological carrying capacity: 1. High-level protection of the Yangtze River, addressing pollution from various sources [13]. 2. Continuous improvement of ecological environment quality through source control and pollution prevention [13][21]. 3. Promotion of green low-carbon development by adjusting industrial and energy structures [14]. 4. Implementation of "Beautiful" series construction actions for cities and rural areas [15]. 5. Innovation in ecological product value realization mechanisms, including carbon market development [15]. 6. Enhancement of ecological governance modernity through improved monitoring and enforcement [16]. Ecological Environment Quality - "Ecologically rich" is defined as a higher goal for ecological protection, with Hubei's ecological quality index (EQI) maintaining a Class I rating and key water bodies sustaining Class II quality [18][19]. - The province aims to achieve a transformation in ecological quality from quantitative to qualitative improvements, ensuring a beautiful environment for residents [19][22].

深刻认识《国家方案》重要意义，切实增强汽车行业HFCs削减替代的责任感和使命感 《关于消耗臭氧层物质的蒙特利尔议定书》（以下简称议定书）是国际社会为保护臭氧层采取的最成功 的多边环境协定之一。《基加利修正案》在议定书框架下将HFCs纳入管控范围。作为消耗臭氧层物质 （ODS）的常用替代品，HFCs虽然本身对臭氧层无破坏作用，但其全球升温潜能值（GWP）较高，属 于强效温室气体。 我国自1991年加入议定书、2021年加入《基加利修正案》以来，在ODS淘汰和HFCs管控方面取得了显 著成效，为全球臭氧层保护和应对气候变化作出了重要贡献。《国家方案》将HFCs纳入管控范围，并 提出明确的削减目标和行动计划，体现出我国积极应对气候变化、推动绿色低碳发展的坚定决心。 汽车行业是HFCs使用的重要领域之一，主要用于汽车热管理系统。随着我国汽车产销量和保有量的持 续增长，汽车热管理系统HFCs排放量也呈上升趋势。推动汽车行业HFCs削减替代，是贯彻落实《国家 方案》的必然要求，也是汽车行业实现绿色低碳转型、助力"双碳"目标实现的重要举措。 准确把握《国家方案》目标任务，科学制定汽车行业HFCs削减路线图 《国家方案》明确 ...

电线电缆行业具有鲜明特点。它属于技术密集型行业，在高压、超高压电缆以及特种电缆领域，对技术 研发和生产工艺要求极高，技术创新是企业立足市场的关键。其产业链较长，上游涉及铜、铝等金属材 料生产，中游为制造环节，下游广泛应用于电力、通信、建筑等多个终端市场，各环节紧密相连。同 时，行业受国家产业政策影响显著，在新能源、信息产业等领域，特种电缆因政策支持迎来发展机遇。 并且，市场需求呈现多样化，不同应用场景对电线电缆性能要求差异大，从普通电力传输到复杂工业环 境、高端科技领域，产品种类繁多。正是基于对行业特点的深刻理解，晨光电缆在发展过程中，精准定 位，制定了一系列针对性策略。 在企业发展上，晨光电缆多维度发力。质量管控方面，推进"一三五"精益生产战略，通过搭建"一个平 台"，整合生产管理资源；培育"三支团队"，即技术研发团队、生产管理团队和质量检测团队，形成质 量保障合力；抓好"五项任务"，从原材料采购、生产过程控制、成品检测等环节入手，建立全流程质量 管控体系。同时，通过月度质量分析会等机制保障产品质量，针对质量问题深入剖析，制定整改措施并 跟踪落实。设备管理上，兼顾老设备维保与新设备安装调试，完善设备考核制度 ...

Core Viewpoint - The rapid development of electric heavy-duty trucks and charging infrastructure in Shanxi province is a significant step towards green and low-carbon transportation, with a focus on enhancing operational efficiency and reducing emissions [1][3][10]. Group 1: Electric Heavy-Duty Truck Development - By the end of 2024, the domestic electric heavy-duty truck ownership is expected to reach 161,000 units, with Shanxi being one of the leading provinces [3]. - Electric heavy-duty trucks offer advantages such as zero emissions, low energy costs, and reduced maintenance expenses compared to traditional fuel trucks [3][10]. - The construction of electric heavy-duty truck charging stations is essential to support their operation and maximize their environmental benefits [3][6]. Group 2: Charging Infrastructure Expansion - The State Grid Electric Vehicle (Shanxi) Service Co., Ltd. plans to build five new electric heavy-duty truck charging stations, adding to the three already completed, with a total investment capacity of 9,920 kW [4][6]. - The new charging stations will include 31 dual-gun charging piles, capable of servicing over 300 electric heavy-duty trucks daily [4]. - Long-term planning and construction of the power grid are crucial for accommodating the rapid increase in electric heavy-duty truck usage [7][8]. Group 3: Economic Impact and Business Opportunities - The charging station construction has provided new opportunities for businesses to transition to greener operations, as seen in the case of a former corn starch factory repurposed into a charging station [9]. - The average monthly savings on fuel costs for companies utilizing electric heavy-duty trucks can reach 250,000 yuan, translating to annual savings of 3 million yuan [10]. - Electric heavy-duty trucks are projected to save over 100,000 yuan annually in operational costs compared to traditional diesel trucks, with maintenance costs reduced by 30% to 50% [10].

责编:徐小雪 电话:(010)67139791 传真:(010)67139791 E-mail:dfxcb@vip.sina.com 泰安厚植高质量发展生 实现保护与发展"双赢",群众获得感、满意度不! ◆姜强 鲁记 "污染防治攻坚战纵深推进,被山东省委、省政府评为生态环 境领域真抓实干成效明显的市,实现国务院和省督查激励'大满 贯'。全市空气质量综合指数4.28,PM25年均浓度为38微克/立方 米,达到有监测记录以来最好成绩。水环境质量指数 4.76. 排名全 省第三,同比改善1.6%。美丽河湖创建成效明显,东平湖、海子河 分别成功人选国家级、省级美丽河湖优秀案例。重点建设用地安 全利用率保持 100%。'无废城市'和地下水污染防治试验区建设 两项国家级生态环境保护试点工作起势见效,泰山石膏有限 公司人选工信部'无废企业'典型案例,为全省唯一;泰安市 在全国地下水污染防治管理培训班上作典型发言,两个地下 水污染防治试点项目典型做法在《生态环境工作简报》上宣传 推介。'1市、1园区、3企业'(新泰市、新泰市循环经济产业园 区、晋煤明升达、石横特钢、龙泉水务)入选山东省减污降碳协同创 新试点名单 …… "一项 ...

Group 1: Oil and Gas Industry Overview - In 2024, global oil prices are expected to fluctuate significantly, while China's crude oil production is projected to increase and imports to decrease, stabilizing the import structure [2] - China's refined oil consumption is experiencing a dual decline due to the rapid development of new energy sources, with gasoline consumption decreasing by 1.25% and diesel by 4.86%, while aviation kerosene consumption is rebounding with a 5.06% increase [3] - The global oil market is influenced by geopolitical changes, supply-demand relationships, and monetary market fluctuations, with expectations of a downward trend in oil prices by 2025, averaging between $55 and $75 per barrel [4] Group 2: Natural Gas Sector Growth - China's natural gas production is expected to reach 246.37 billion cubic meters in 2024, marking a 6.2% year-on-year increase, with consumption also rising by 8% to 424.42 billion cubic meters [5] - The natural gas industry is rapidly developing under the "dual carbon" goals, with a focus on optimizing the gas usage structure and energy structure [6] - The long-term outlook for natural gas indicates stable growth, with an emphasis on expanding its use across various sectors to support a clean and efficient energy system [6] Group 3: Transition to Low-Carbon Economy - The global energy landscape is undergoing a significant transformation towards clean energy, with China leading in the deployment of renewable energy sources such as solar and wind [7][8] - In 2024, China's solar power capacity reached 878.7 million kilowatts, with a year-on-year growth of 45.65%, while wind power capacity reached 520 million kilowatts, accounting for approximately 45.6% of global capacity [8] - The development of carbon capture and storage (CCS) technologies is crucial for achieving carbon neutrality goals, with increased investment expected in these technologies by 2025 [9]

Group 1: Renewable Energy Development - Yancheng has achieved over 60% of its electricity consumption from renewable energy sources, showcasing its commitment to green and low-carbon development [1] - The State Grid Yancheng Power Supply Company is actively enhancing renewable energy consumption and supporting the construction of near-zero carbon industrial parks [1][4] - The company has established 10 new energy storage projects with a total capacity of 362 MWh, ranking first in the province [3] Group 2: Infrastructure and Project Development - The 500 kV transmission project in Yancheng, which includes the construction of 206 new transmission towers over a length of 89.28 kilometers, is expected to be operational by the end of this year [2] - The company has expedited the approval process for the Sanxia Yueda Funing shared energy storage station, reducing the review time by approximately five months [2] - A virtual power plant project in Yancheng has begun trial operations, aggregating resources from 28 users with a total capacity of 735 MW and a regulation capacity of 142 MW [3] Group 3: Green Electricity Supply and Carbon Management - Yancheng is leveraging its green electricity resources to assist export-oriented enterprises in managing carbon labeling certification, in response to international green trade rules [4] - The proportion of green electricity used in the pilot area of the Dafeng Port zero-carbon industrial park has exceeded 40%, with plans for further integration of renewable projects [4][5] - The company is implementing green electricity supply lines to enhance the traceability of green electricity for enterprises [4] Group 4: Smart Energy Management and Services - The company has launched a "dual carbon" green electricity service platform to monitor energy consumption and carbon emissions for enterprises, aiding in energy efficiency [8] - The platform has connected 39 renewable energy plants and 33 key energy-consuming enterprises in Dongtai City, providing comprehensive monitoring and analysis services [8] - The company has provided connection and capacity increase services to 90 renewable energy enterprises, ensuring timely support for their energy needs [7]

Group 1 - European multinational companies remain optimistic about China's economic prospects despite complex international circumstances, as evidenced by their continued investment and participation in major trade events like the Shanghai International Auto Show [1][2] - The bilateral trade volume between China and the EU has significantly increased from $2.4 billion at the time of diplomatic relations establishment in 1975 to $780 billion today, highlighting the strong economic ties and mutual benefits [2] - Companies like BMW and Danfoss are actively engaging in innovative collaborations with Chinese firms, recognizing China's rapid innovation pace and talent pool, which enhances their competitive edge in the global market [3][5] Group 2 - The Chinese government has introduced measures to further open up its market and attract foreign investment, including the "2025 Action Plan for Stabilizing Foreign Investment," which aims to reduce entry restrictions and improve the business environment for foreign companies [4] - European companies, such as Danfoss, have reported strong growth in their operations in China, particularly in sectors like data centers and energy storage, indicating a positive outlook for future collaborations [5]

Group 1 - The core viewpoint of the article emphasizes the significance of the ecological environment code as the second law named "code" in China, following the Civil Code, which aims to protect the ecological environment through strict systems and legal frameworks [1] - The draft code consolidates existing ecological environment laws and summarizes effective practices into legal provisions, enhancing pollution prevention measures [1] - The draft suggests a coordinated governance approach for water, air, and soil pollution, highlighting the importance of multi-department collaboration for effective source prevention [1][2] Group 2 - The draft code addresses agricultural non-point source pollution, primarily caused by the use of fertilizers and pesticides, and suggests further regulations to tackle this issue [2] - A shift from single ecological element protection to a systematic protection approach is proposed, emphasizing the need for comprehensive ecological system protection [2] - The draft code includes a separate section on green low-carbon development, indicating a comprehensive approach to production and consumption processes, with a call for more detailed regulations on "green consumption" [3] Group 3 - Concerns regarding proportional penalties for environmental damage have been raised, with suggestions to ensure that penalties are appropriate to the severity of the violations [3] - The draft adopts a "moderate codification" model, creating a dual legal source structure of "code + individual laws," which requires careful coordination with other legal frameworks [3] - The drafting process encourages public participation and the incorporation of expert opinions to enhance the scientific and practical applicability of the law [3]