中国证监会近日同意上海期货交易所（下称上期所）铸造铝合金期货及期权注册，标志着我国期货市场首 个再生金属品种即将上市。证监会要求上期所做好各项准备工作，保障铸造铝合金期货及期权平稳运行和 健康发展。 这是我国再生金属产业第一个品种上市，对于打造产业更好生态具有重要意义。一方面形成透明、高效的定价 方式，通过市场化机制及时反映产品供需，推动产品质量和产业结构优化；另一方面控制风险、盘活资金，解 决企业成本高、账期长等痛点难题，提升抗风险能力；第三标准化引领、规范发展，以标准化产品和交割体系 促进产业提升 ，引领产业向高质量方向迈进。 铸造铝合金期货及期权即将上市，为相关产业提供了全新风险管理利器，业内反响积极。 助力绿色转型 据了解，我国是全球最大的铸造铝合金生产国和消费国，据中国有色金属工业协会统计，2024年，我国铸造铝 合金（再生）产能约为1300万吨，产量约为620万吨；表观消费量约为673万吨。铸造铝合金具有低密度、高强 度、良好的抗蚀性和优异的铸造工艺性，广泛应用于汽车、摩托车、机械设备、通信设备、电子电器、五金灯 具等领域。 铸造铝合金是以废铝为主要原料，与铜、硅等熔炼后，通过铸造工艺生成毛坯或零 ...

证券代码： 000885 证券简称：城发环境 城发环境股份有限公司投资者关系活动记录表 | 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 （河南辖区上市公司 2025 年投资者网上集体接待日） | | 参与单位名称及 | 参与河南辖区上市公司 年投资者网上集体接待日活动的投 2025 | | 人员姓名 | 资者 | | 时间 | 2025 年 5 月 22 日 (周四) 下午 15:25-16:55 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待人 | 1、董事会秘书李飞飞 | | 员姓名 | 2、投关业务经理芮漪 | | | 3、信披业务经理柴佳琛 | | | 公司于 2025 年 5 月 22 日（星期四）在全景网"投资者关系 | | | 互动平台"（https://ir.p5w.net）参与河南辖区上市公司 2025 年投 | | | 资者网上集体接待日活动，本次活动线上交流 ...

Group 1 - The core viewpoint of the news highlights the performance of Jinmaoyuan Environmental Protection, which has shown significant growth in stock price and financial metrics, outperforming the Hang Seng Index [1][2] - Jinmaoyuan Environmental Protection's stock price increased by 6.92% to HKD 1.7, with a monthly increase of 27.2% and a year-to-date increase of 24.22%, surpassing the Hang Seng Index's growth by 18.78% [1] - Financial data for Jinmaoyuan Environmental Protection shows total revenue of CNY 1.394 billion, a year-on-year increase of 18.3%, and a net profit attributable to shareholders of CNY 123 million, up 34.49% [1][3] Group 2 - The company operates as a major surface treatment circular economy industrial park operator in China, focusing on wastewater treatment and park management [3] - Jinmaoyuan Environmental Protection has established five large-scale surface treatment circular economy industrial parks across various regions in China, with a total planned area of approximately 3.38 million square meters and a wastewater treatment capacity of about 102,000 tons per day [3] - The company employs advanced technologies for wastewater treatment, achieving over 60% wastewater recycling and ensuring compliance with discharge standards [3]

Industry Overview - Polypropylene (PP) is a thermoplastic polymer made from propylene monomer, characterized by its white waxy solid form, non-toxic, odorless nature, and lightweight appearance [1][2] - The domestic polypropylene market in China is driven by increasing demand in injection molded products, woven products, and fibers, with apparent consumption expected to reach 35.99 million tons in 2024, a year-on-year increase of 2.4% [1][10] Production Side - China's polypropylene production capacity has expanded from 23.17 million tons in 2018 to 43.69 million tons in 2024, accounting for 36.98% of global capacity [4] - The production volume is projected to reach 37.92 million tons in 2024, reflecting a year-on-year growth of 6.6%, with a self-sufficiency rate exceeding 90% [4] Import and Export - The import volume of polypropylene is expected to decline to 3.67 million tons in 2024, a decrease of 10.8% year-on-year, while export volume is anticipated to rise to 2.41 million tons, an increase of 83.7% [6] - The industry's import dependency has decreased to 3.2%, indicating a shift towards becoming a net exporter [6] Consumption Side - The downstream consumption market for polypropylene is primarily focused on injection molded products, woven products, and fibers, which together account for over 80% of total consumption [8] - Injection molding is the largest application area, used in automotive, home appliances, medical, and daily necessities [8] Competitive Landscape - The polypropylene market in China is characterized by low concentration, with major players including Sinopec, PetroChina, and the State Energy Group, which together account for 36% of total capacity [12] - Emerging private enterprises like Zhongjing Petrochemical and Donghua Energy are rapidly expanding their production capacities [12] Development Trends - The industry is entering a new round of capacity expansion, with an expected increase of over 5.87 million tons per year by 2025, while demand growth is projected at only 3.6% [18] - There is a significant shift towards high-end product development, with domestic high-end polypropylene self-sufficiency rates reaching 45% [19] - Environmental policies are driving the industry towards greener practices, including chemical recycling and the development of bio-based polypropylene [20]

Group 1: Core Industry Transformation - The mining industry in Chenzhou is transitioning from traditional methods to green and efficient practices, focusing on environmental protection and resource utilization [2] - Companies are investing in eco-friendly technologies and establishing circular economy chains to recycle waste materials, which reduces production costs and enhances economic benefits [2] Group 2: Cultural and Tourism Development - Chenzhou's rich natural scenery and cultural heritage have laid a strong foundation for the growth of the cultural tourism industry, with increased investments and successful tourism events enhancing its reputation [5] - Rural areas are benefiting from tourism, with local communities developing agritourism and promoting regional products, leading to improved incomes and living conditions for residents [5] Group 3: Modern Agriculture Advancement - Significant achievements in modern agriculture have been made, with local specialties like ice sugar oranges and peppers being cultivated, alongside the promotion of advanced planting techniques [6] - The establishment of standardized planting bases and processing facilities has created a complete industrial chain, increasing product value and ensuring farmers' economic returns [6] Group 4: Electronic Information Industry Growth - The electronic information industry in Chenzhou is emerging, supported by government efforts to create industrial parks that attract numerous companies [9] - Collaboration among enterprises and with academic institutions is enhancing technological innovation and competitiveness, leading to job creation and economic structure improvement [9] Group 5: New Energy Potential - Chenzhou has abundant renewable energy resources, with ongoing projects in wind and solar power that reduce reliance on traditional energy and lower carbon emissions [9] - The development of the new energy sector is fostering advancements in related industries, including equipment manufacturing and maintenance services, contributing to a complete industrial chain [9] Group 6: Policy Support and Guidance - The Chenzhou government has implemented various strategies to promote industrial growth, including special funds for emerging industries and subsidies for transitioning companies [12] - Policies prioritizing land allocation and talent attraction are facilitating business operations, optimizing the industrial environment for sustainable economic growth [12]

工业和信息化部消费品工业司轻工处副处长朱蕊表示，国家已将零碳园区建设纳入政府工作重点任 务，目前全国累计培育491家国家级绿色工业园区。零碳园区的建设是绿色制造的集成升级，但目前 还未形成统一的评价体系。《指南》为园区建设提供了有益探索，希望其开源开放的框架设计能够加 速技术落地与生态协同。 产学研协同的创新实践 上海交通大学安泰经济与管理学院党委书记姜文宁在致辞中指出，该《指南》是产学研协同合作的典 范成果，系统地构建了覆盖"规划-建设-运营-评估"全周期的标准化框架，创新性地将"零废 弃"与"零碳目标"结合，循环经济价值链与绿色低碳可持续发展目标协同，构建了一套符合经济、环 境、社会、资源的可持续发展路径。这一成果的落地，既为工业园区绿化、数字化转型提供了可操作 的零碳园区建设路线图，也为政府提供了政策研究与规划的科学实践，又为企业优化投资决策提供了 科学依据。 2025年5月21日，上海交通大学徐汇校区迎来了一场聚焦工业可持续发展的盛会。由上海交通大学 环境社会治理研究院（以下简称ESG研究院）联合中建西南咨询顾问有限公司、TÜV莱茵大中华 区、施耐德电气（中国）有限公司、上海第一财经传媒有限公司共同编 ...

证券代码：300891 证券简称：惠云钛业 债券代码：123168 债券简称：惠云转债 广东惠云钛业股份有限公司 投资者关系活动记录表 1 编号：2025-037 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 及人员姓名 线上参与公司"2024 年度暨 2025 年第一季度网上业绩说明 会"的投资者 时间 2025 年 5 月 21 日 (周三) 下午 15:30~17:00 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 人员姓名 1、惠云钛业董事长钟镇光 2、惠云钛业董事、总经理、总工程师何明川 3、惠云钛业副董事长、副总经理钟熹 4、惠云钛业董事、副总经理、财务总监赖庆妤 5、惠云钛业 董事、副总经理叶胜 6、惠云钛业 副总经理、董事会秘书钟怡 7、惠云钛业 独立董事熊明良 8、东莞证券保荐代表人郭文俊 9、东莞证券 保荐代表人郭彬 投资者提出的主要问题及公司回复情况 公司就 ...

| | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 | √业绩说明会 | | 类别 | □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 | 电投能源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 5 月 21 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 | 董事长：王伟光 | | | | 总会计师：周欣 | | | 姓名 | 董事会秘书：李冬 | | | | 独立董事：陶杨 | | | | 保荐代表人：钟山 | | | 投资者关系活动 | 1.麻烦公司尽快出来承诺增发不摊薄每股净资产及收益，不存在低价增 发高价收购大股东资产，做到同步估值处理，并考虑给老股东优先配售 | | | | 权，如果摊薄每股收益及每股净资产给与补偿，以维护公司市值 | | ...

Group 1 - The article discusses the cost-saving measures implemented by Jinchang High Energy Environmental Technology Co., Ltd. by adjusting their electricity billing method from capacity-based to actual maximum demand-based, resulting in savings of over 20,000 yuan per month [1] - The company is located in the Jinchang Economic and Technological Development Zone and focuses on the comprehensive utilization of hazardous waste, specifically low-nickel high-sulfur anode mud and copper-nickel-containing solid waste, using advanced extraction and smelting processes to recover valuable metals [1] - The company initially planned to increase production capacity by upgrading their transformer from 19,750 kVA to 21,000 kVA but found that their electricity costs increased despite not implementing the production increase, indicating a mismatch between transformer capacity and actual production needs [1] Group 2 - Since 2025, Jinchang Company has been conducting special electricity inspections and visits in the industrial park to understand customer electricity needs and ensure safe electricity usage, providing tailored energy-saving solutions and optimizing basic electricity billing methods [2] - The power supply personnel utilize three-phase energy meters and professional equipment to analyze power quality and guide companies in conducting comprehensive safety checks on their electrical facilities, identifying and rectifying potential safety hazards [2] - Jinchang Company has visited 175 enterprises in the industrial park and identified six safety hazards, promoting solar power generation and the "Online State Grid" APP to enhance energy efficiency and support local economic development [2]

Core Viewpoint - The article highlights the significant advancements in China's technology innovation, particularly in the edible oil sector, exemplified by the achievements of Yihai Kerry Arawana's rice bran oil, which transforms agricultural by-products into high-quality cooking oil, showcasing China's capability in sustainable development and resource utilization [1][4]. Group 1: Technological Innovation - Yihai Kerry Arawana has invested in rice bran oil research since 2006, forming a team of over 300 experts who conducted thousands of experiments to overcome technical challenges and produce high-quality rice bran oil [2]. - The development of rice bran oil is not merely a matter of oil extraction technology; it reduces reliance on imported edible oil and stabilizes oil prices, enhancing Asia's position in the global food sector [3]. Group 2: Sustainable Development - The company has established a complete circular economy chain, where rice husks can be used to generate electricity and steam, saving over 70 million yuan annually and allowing surplus electricity to be sold [3]. - The rice bran oil industry exemplifies the concept of "hiding grain in technology," alleviating oil shortages while minimizing resource waste, with China having a natural advantage in rice production and consumption [4]. Group 3: Health and Market Potential - Rice bran oil is recognized for its high nutritional value and is positioned as a strategic resource that contributes to the "Healthy China" initiative [5]. - Experts at the AOCS conference praised rice bran oil as a healthy cooking option suitable for all ages, highlighting its superior nutritional profile and potential for broader applications [7].