同日，青岛市纪委监委消息，城发投资集团原党委书记、董事长徐德庆涉嫌严重违纪违法，接受青岛市黄岛区纪委监委纪律审 查和监察调查。 作为一家青岛西海岸新区的区属国企，城发投资集团此番董事长迅速调整，或也透露出企业进一步战略转型的新导向。有着丰 富政府和企业管理经验的张黎明到任，在稳定企业运营的同时，或将推动其在绿色能源、产城融合等领域展开更深层次的布 局。 5月9日，城发投资集团有限公司发布公告调整企业负责人：同意张黎明为公司董事，担任董事长，并出任公司法定代表人。 近年来，城发投资集团在传统主营业务之外，积极布局新兴产业领域，深化文旅与城市更新业务，在绿色能源、数字化转型、 文旅融合等方面取得一定成效。 绿色能源方面，其建成的青岛国际合作交流中心屋顶分布式光伏发电项目，预计年发电量16万kW·h，每年可节约标准煤约64 吨，减少二氧化碳排放量约160吨。 数字化转型方面，城发投资集团自2024年5月启动数据规划咨询及数据平台建设（一期）项目，仅用半年多的时间，便成功搭建 了从管理层决策到业务实操的"数字城发"运营管理平台，实现了多层分级数字化管理。 从绿色能源到数字化布局，显然，近年来城发投资集团在业务布局方面 ...

Core Viewpoint - The company reported a significant decline in revenue and net profit for 2024, with a total revenue of 91.994 billion yuan, a year-on-year decrease of 34%, and a net loss of 7.039 billion yuan [1] Group 1: Financial Performance - In Q4 2024, the company achieved a revenue of 23.722 billion yuan, down 14% year-on-year, with a net loss of 3.066 billion yuan [1] - For Q1 2025, the company reported a revenue of 15.933 billion yuan and a net loss of 2.593 billion yuan [1] - The company recorded an operating cash inflow of 1.14 billion yuan in 2024, but faced asset impairment losses of 5.3 billion yuan, negatively impacting performance [3] Group 2: Business Segments - In the polysilicon segment, the company achieved a sales volume of 467,600 tons, a year-on-year increase of 20.76%, capturing approximately 30% of the national market and ranking first globally [2] - In the battery module segment, the company transitioned production from PERC to TOPCon, achieving a total battery sales volume of 87.68 GW, an increase of 8.7%, maintaining the top position in global battery shipments for eight consecutive years [2] - The company’s module sales reached 45.71 GW, a year-on-year growth of 46.93%, indicating continuous market share expansion and improved shipment structure [2] Group 3: Future Outlook - The company has a clear cost advantage in the silicon material business, with cash production costs at its Inner Mongolia base dropping to below 27,000 yuan per ton (excluding tax) [3] - The company has a strong cash reserve, with monetary funds of 29.1 billion yuan and trading financial assets of 10.9 billion yuan as of Q1 2025, supporting long-term development [3] - Despite facing temporary operational losses due to supply-demand mismatches, the company remains optimistic about the long-term growth of the green energy and food industries, having repurchased shares worth over 2 billion yuan since 2024 [4]

丨证券研究报告丨 请阅读最后评级说明和重要声明 %% %% %% %% 公司研究丨点评报告丨通威股份（600438.SH） [Table_Title] 硅料成本进一步降低，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] 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] 硅料成本进一步降低，组件渠道拓展顺利 [Table_Summary2] 事件描述 通威股份发布 ...

这项创新不仅提升了回收效率，也为大规模工业化应用奠定了基础。未来，该技术有望用于氢能产业， 实现资源的可持续管理和环保处理，构建真正的绿色能源体系。 （文章来源：科技日报） 由于PFAS膜与CCM之间黏附力极强，传统回收方法难以将其高效分离，限制了燃料电池的循环利用。 为此，研究人员提出了一种创新性回收策略：先用有机溶剂浸泡材料，再结合水超声处理，成功实现了 PFAS膜与贵金属的有效剥离。 这一方法操作简便、可扩展性强，无需使用强腐蚀性化学品，大幅降低了环境污染风险。研究人员认 为，这将彻底改变燃料电池的回收方式，推动铂族金属循环利用，从而降低清洁能源技术的成本。 在此基础上，研究团队进一步开发了一种连续分层工艺，采用定制刀片式超声波发生器，在高频超声作 用下产生微小气泡。这些气泡在高压下破裂，可在几秒钟内将珍贵的催化剂从材料中释放出来，整个过 程在常温下完成，节能环保。 英国莱斯特大学研究团队开发出一种利用声波技术高效分离材料的新方法，不仅能有效回收燃料电池， 分离其中的贵金属等关键资源，还能防止有害化学物质进入环境，为清洁能源的可持续发展提供了新路 径。 燃料电池和水电解槽是氢能系统的重要组成部分，广泛应 ...

Group 1 - The "RE100 fully recognizes China's green certificate" event signifies the transition of China's green certificate from local practice to international standards, enhancing its authority and recognition globally [1] - In the first quarter of this year, Shenzhen's green electricity trading volume reached 883 million kWh, a year-on-year increase of 233%, accounting for 31% of Guangdong Province's total green electricity trading volume, maintaining the top position in the province [1] - The trading volume of green certificates in Shenzhen reached 10.33 million, equivalent to 10.33 billion kWh, ranking first among southern regions including Guangdong, Guangxi, Yunnan, Guizhou, and Hainan [1] Group 2 - The "Green Electricity Accompanies Me" event, held at the Lianhua Mountain Super Charging Station, marked the first initiative to promote green electricity consumption among electric vehicle owners, with 223 vehicles charged and a total of 4,372.4 kWh of green electricity consumed [2] - The Shenzhen Green Electricity and Green Certificate Service Center, established as the first government-authorized center in the country, aims to support enterprises in enhancing their green competitiveness [2] - The event facilitated the signing of green electricity and green certificate purchase agreements, resulting in a transaction of 40 billion kWh of green electricity and green certificates [2]

Core Insights - The article highlights the transformation of the industrial manufacturing sector in China, particularly in the Shenzhen Stock Exchange market, where leading companies are redefining their strategies towards intelligent and green manufacturing [1] Group 1: Company Strategies - China International Marine Containers (Group) Co., Ltd. (CIMC) focuses on "heavy equipment forging" to solidify its foundation in high-end equipment globally [1] - Zhejiang Sanhua Intelligent Control Co., Ltd. (Sanhua) is the largest manufacturer of refrigeration and air conditioning control components and is expanding into new fields such as bionic robot electromechanical actuators [2] - Ningbo Baos Energy Equipment Co., Ltd. (Baos) emphasizes "intelligent manufacturing" and aims to replace imports while enhancing energy efficiency in its product offerings [2] Group 2: R&D Investments - Sanhua plans to invest 1.352 billion yuan in R&D in 2024, reflecting its commitment to innovation and maintaining its leading position in the thermal management sector [2] - Baos is set to invest approximately 110.3584 million yuan in R&D in 2024, which constitutes about 5% of its revenue, focusing on product iteration and innovation through collaboration with academia and industry [2] Group 3: Industry Challenges and Responses - The industrial manufacturing sector faces challenges such as stringent global environmental policies, rapid technological changes, and intensified market competition [3] - Sanhua is increasing its R&D efforts to adapt to new environmental standards and is exploring AI technologies to enhance its business operations [3] - CIMC is expanding its presence in the green energy sector, particularly in hydrogen energy and offshore wind power, while addressing the challenges of high costs and competition [3] Group 4: Competitive Positioning - Baos is committed to high-end and intelligent manufacturing, focusing on optimizing production processes and enhancing product quality to strengthen its market position [4] - The leading companies in the Shenzhen market are leveraging technological innovation to navigate challenges and seize opportunities, contributing to the restructuring of the global industrial chain [4]

Core Insights - Brazilian President Lula met with Envision Group Chairman Zhang Lei during his visit to China to discuss Brazil's green energy transition and the development of zero-carbon industrial parks [1] - A strategic cooperation agreement was signed between Brazil's Export and Investment Promotion Agency and Envision Group, aiming to establish the first zero-carbon industrial park in Latin America [1] Group 1 - Envision Group will focus on developing a green fuel value chain in Brazil, centered around bio-aviation fuel [1] - The company will provide green ammonia equipment for the Brazilian market, contributing to the creation of a green oil ecosystem in Brazil [1] - The zero-carbon industrial park will be based on a new power system, supporting the construction of Brazil's new green industrial system [1] Group 2 - Envision Group is currently developing various forms of zero-carbon industrial parks in Inner Mongolia, Jiangsu, and Spain [1]

证券代码：002789 证券简称：*ST建艺 深圳市建艺装饰集团股份有限公司 投资者关系活动记录表 编号：2025 -001 | 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年度业绩说明会的投资者 | | | 时间 | 2025年05月12日 15:00-17:00 | | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | | 副董事长 郭伟 | | | | 董事兼总经理 张有文 | | | 上市公司接待人员姓名 | 独立董事 顾增才 | | | | 财务负责人 高志强 | | | | 董事会秘书 钟孟光 | | | | 1.公司增收不增利的主要原因是什么？ 答:尊敬的投资者，您好！2024年度公司各板块业务拓展良 | | | 投资者关系活动主要内容 | 好，营业收入比上年同期有所增长，但由于行 ...

在第九个"中国品牌日"来临之际，中国石化胜利油田举行"易能问地"业务品牌体验暨公众开放活动，正式发 布了"易能问地"业务品牌市场推介片，实地感受"绿动"赋能企业发展的工作成效。中国石化胜利油田党委副 书记、纪委书记、监事魏永军出席活动。来自烟台东方威斯顿和油田相关直属单位的利益相关方代表参加观 摩体验。 转自：新华财经 如何实现超大负荷下的电动替代？ 怎样做到终端用能低成本智能量测？ 如何破解"风光气热电"多元能源开发利用不充分、融合优化调控不到位的难题？ …… 5月9日，在"走进电力，感受绿动"品牌体验日活动中，这些疑惑都能找到答案！ 据了解，下一步胜利油田将持续强化品牌战略落地，锚定品牌驱动业务发展目标任务，大力提升全员品牌意 识，着力构建"大品牌"建设格局，努力培育品牌建设胜利范式，用实干赢得市场广泛赞誉，加快打造"易能问 地"金字招牌，为建设领先企业、打造百年胜利筑牢品牌支撑。 期间，与会人员参观了胜利电力品牌文化长廊，以及胜利油田"源网荷储"智慧能源系统，胜利油田电力分公 司被授予"易能问地"品牌落地示范先锋。（焦子琳 王筱桐） 编辑：胡晨曦 "易能问地"是胜利油田牵头打造的中国石化上游板块综合解决 ...

沙特阿美是沙特阿拉伯唯一国有石油公司，也是全球最大的石油天然气化工一体化公司之一 ，在2024 年《财富》世界500强榜单中排名第4位。其每年召开的全球董事会，一直以在本国召开为主。此次为首 次在京召开，便将地点选在比肩世界顶尖水平的北京CBD。这份坚定的选择，源于沙特阿美与CBD十 余年的友谊与信任。 作为首都对外开放的前沿阵地和国际交往的重要窗口，近年来，北京CBD不断强化国际化发展定位、 打造国际一流营商环境，通过北京CBD论坛、北京CBD影像季等品牌活动，实现全球"朋友圈"持续扩 容。2013年，被北京CBD国际化氛围吸引的沙特阿美正式将其亚洲区总部落户于CBD，为沙特阿拉伯 和中国之间的投资及其他业务合作发展按下"快进键"。就此，沙特阿美与北京CBD的"铁杆"友谊和国际 合作正式开篇。 深耕北京CBD十余载，沙特阿美充分利用自身专业优势和朝阳区资源优势，与朝阳、北京CBD持续保 持密切交流合作，不断拓展其业务布局。2015年，沙特阿美北京研发中心在朝阳区成立，为沙特阿美与 中国企业广泛开展研发合作奠定了良好基础。目前，沙特阿美已与我国部分央企建立了密切的贸易伙伴 关系。如今，沙特阿美已连续多年蝉联对 ...