Group 1 - Cornerstone Technology Holdings Limited has been selected as the strategic partner for electric vehicle charging services by ExxonMobil Hong Kong Limited [1] - Cornerstone EV Charging currently operates over 110 charging locations with more than 1800 charging points, enhancing convenience for electric vehicle drivers in Hong Kong [1] - The collaboration aims to address the growing demand for commercial electric vehicles, including electric taxis, trucks, and vans, by providing fast charging stations at convenient locations [1] Group 2 - The partnership aligns with the company's commitment to environmental sustainability and supports Hong Kong's goal of achieving carbon neutrality by 2050 [2] - The CEO of Cornerstone Technology emphasized that this collaboration recognizes the company's expertise in the electric vehicle charging sector and aims to expand the charging network for better accessibility [2] - The company has extensive experience in developing electric vehicle charging infrastructure, having operated over 70 stations and 200 charging points in Thailand under the Spark EV brand, with plans to expand to 250 stations and 700 charging points by the end of the year [1]

Core Viewpoint - Vietnam is undergoing a significant transformation from fuel-powered motorcycles to electric motorcycles, driven by environmental concerns, policy initiatives, and market responses [1][5]. Group 1: Environmental Concerns - Vietnam faces severe air pollution issues, particularly in major cities like Hanoi and Ho Chi Minh City, with Hanoi's PM2.5 annual average expected to reach 47 micrograms per cubic meter in 2024, nearly double the national standard [1]. - The World Bank reports that urban air pollution in Vietnam incurs health costs amounting to billions of dollars annually, including increased medical expenses and decreased labor productivity [1]. Group 2: Government Policies - The Vietnamese government has established a phased "motorcycle ban roadmap," starting with a complete ban on fuel motorcycles in Hanoi's inner ring road by July 2026, expanding to the second ring by January 2028, and implementing a clean transportation policy by January 2030 [2]. - Ho Chi Minh City aims for 100% electrification of ride-hailing services by 2028, while other cities like Da Nang and Hai Phong are developing similar plans to create a nationwide green transportation network [2]. Group 3: Market Dynamics - The electric motorcycle market in Vietnam is experiencing rapid growth, with a twofold increase in orders in the first five months of 2025 [2]. - Local brands like VinFast are leading the market, with sales of 97,400 electric motorcycles in 2024, including 53,100 in the fourth quarter alone [2]. Group 4: Consumer Incentives - Various government initiatives, such as the "old-for-new" program in Ho Chi Minh City, provide tax reductions, low-interest loans, and subsidies to encourage consumers to switch to electric motorcycles [3]. - Despite electric motorcycles being 20% to 30% more expensive than fuel models, their long-term cost advantages can offset the initial price difference within 3 to 4 years [3]. Group 5: Infrastructure Challenges - Vietnam currently has over 5,000 public charging stations, primarily in large cities, with rural areas lacking infrastructure [4]. - The government plans to invest 10 trillion VND to build 5,000 charging stations over the next five years, while VinFast is exploring battery swapping models to address charging time issues [4]. Group 6: Early Results and Future Outlook - Initial results of the green transition are promising, with PM2.5 concentrations in Hanoi decreasing by 10% to 15% in certain periods and noise levels dropping by 5 to 10 decibels in areas with high electric motorcycle usage [4]. - Vietnam's approach to transitioning from a "motorcycle kingdom" to an "electric motorcycle kingdom" serves as a reference model for sustainable development in developing countries [5].

Report's Investment Rating for the Industry - No information provided Core Viewpoints of the Report - Two-wheeled vehicles have become an important part of urban transportation with broad market prospects [1] - Electric two-wheelers are changing China's urban transportation structure and are crucial for the "dual carbon" strategy [1] - Motorcycles are widely used in daily life and various functional scenarios and are accelerating their overseas expansion [4] Summary by Related Catalogs Electric Two-wheelers - Electric two-wheelers are a new generation of urban short-distance travel tools, breaking the boundary of basic means of transportation and connecting various aspects of urban life [1] - In 2024, the sales volume of electric two-wheelers in China reached 50 million, and urban residents' dependence on them continues to increase [1] - Electric two-wheelers are a key part of the urban green transportation system, helping to alleviate traffic congestion and reduce carbon emissions [1] Motorcycles - Motorcycles are popular for daily travel and play important roles in multiple functional scenarios, being recognized by the government and the public [4] - In 2024, the production and sales of fuel motorcycles in the whole industry were 16.5645 million and 16.4562 million respectively, with year-on-year growth of 13.86% and 12.99% [4] - In 2024, the export volume of motorcycle complete vehicles increased to 11.0163 million, with a year-on-year growth of 26.72% [4]

为保障这批车辆顺利出运，烟台港联合烟台海关、海事局、出入境边防检查站、引航站等口岸单位协同 发力，专门开通"集港—短驳—查验—报关—船舶靠离"全流程绿色通道，确保装船环节高效衔接。 作为山东港口商品车物流基地和中国北方商品车物流枢纽港，烟台港近年来积极拓展外贸特色航线， 将"出海口"搬到国内主机厂"家门口"，已承接大批新能源车辆装船发运。今年前7个月，该港完成新能 源车外贸出口2.5万辆，同比增长88%。（王娇妮） 责任编辑：于彤彤 该批新能源公交车配备绿色环保动力系统及空调、自动售票、无障碍设施等，投用后将服务于巴基斯坦 旁遮普、米安瓦利等地区的公共交通网络，为当地民众带去更清洁、舒适、高效的出行体验，助力当地 交通绿色转型与可持续发展。 记者8月18日从山东港口烟台港获悉，装载110台新能源公交车的"朱拜勒"轮近日从该港启航前往巴基斯 坦，创下山东口岸出口巴基斯坦新能源客车单船发运量新高。 ...

Core Viewpoint - The Thai government is set to implement a unified subway fare of 20 Thai Baht starting from October 1, 2025, with registration available through the "Thang Rath" app beginning August 25, 2025, aiming to enhance public transport efficiency and promote green transportation in Bangkok [1] Group 1: Policy Implementation - The unified fare policy will cover all eight subway lines in Bangkok [1] - Registration for the fare is open-ended and has no age restrictions, requiring users to provide their ID number and payment information [1] - Users who do not register or use a registered card will not be eligible for the unified fare [1] Group 2: Expected Impact - The daily passenger count is projected to increase from 150,000 to 250,000 after the policy implementation [1] - The government plans to introduce QR code payment options in the next phase to further enhance the commuting experience [1] - The initiative aims to reduce travel costs for citizens and improve the overall efficiency of the public transport system [1]

Core Viewpoint - The article highlights the successful export of 110 new energy buses from Yantai Port to Pakistan, marking a record high for a single vessel shipment of new energy passenger vehicles from Shandong to Pakistan [1] Group 1: Export Achievement - The "Zhubaili" vessel recently departed from Yantai Port carrying 110 new energy buses, setting a new record for the export of new energy passenger vehicles from Shandong to Pakistan [1] - This shipment is part of a broader effort to enhance public transportation in regions such as Punjab and Mianwali, providing cleaner, more comfortable, and efficient travel options for local residents [1] Group 2: Vehicle Features - The new energy buses are equipped with environmentally friendly power systems, air conditioning, automatic ticketing, and accessibility features [1] Group 3: Logistics and Coordination - To ensure the smooth export of these vehicles, Yantai Port collaborated with various local authorities, including customs and maritime agencies, to establish a streamlined "green channel" for the entire shipping process [1] - This initiative includes efficient coordination from collection, short-distance transport, inspection, customs declaration, to vessel departure [1] Group 4: Trade Growth - In the first seven months of this year, Yantai Port completed the export of 25,000 new energy vehicles, representing an 88% year-on-year increase [1]

Group 1 - The "Almaty Green Travel Week" environmental public welfare event was launched in Almaty, Kazakhstan, aimed at encouraging local citizens to participate in green travel and contribute to building a clean and livable city [1] - The event is co-hosted by the Almaty city government, the Chinese Consulate in Almaty, Yutong Bus Co., Ltd., and volunteer organizations, highlighting the collaboration between China and Kazakhstan in promoting green technology and lifestyle [1] - The Deputy Director of Almaty Environmental Protection Bureau emphasized the importance of the initiative for developing green technologies and invited residents and tourists to engage in the activities [1] Group 2 - Yutong's General Manager for Central Asia stated that the dual-source trolleybuses delivered in Almaty have provided safe, comfortable, and convenient travel options, effectively reducing urban carbon emissions and improving air quality [2] - Yutong aims to continue collaborating with the Almaty city government and partners in the fields of new energy and intelligent transportation to contribute to green transportation and low-carbon city development [2] - By 2025, Yutong is projected to be the largest bus brand exporting to the Central Asian market and the largest supplier of new energy buses in the region [2]

Core Viewpoint - The successful arrival of the "New Long March 1" hydrogen-powered heavy truck in Brazil marks the official entry of Chinese hydrogen energy and fuel cell technology into the Brazilian market, contributing to the green upgrade of local transportation [1][2]. Group 1: Product Features and Market Entry - The "New Long March 1" is developed by Weishi Energy and Great Wall Commercial Vehicles, focusing on medium to long-distance heavy load transportation, featuring strong power, fast refueling, excellent low-temperature performance, long range, and high reliability [2]. - The truck has already achieved large-scale operation in several domestic steel enterprises, demonstrating stable performance, significant carbon reduction effects, and outstanding operational economics, indicating its technological maturity and commercial potential [2]. Group 2: Strategic Collaboration and Market Development - The introduction of the hydrogen-powered heavy truck in Brazil is a key move by Weishi Energy and Great Wall Commercial Vehicles to respond to Great Wall Group's globalization strategy and deepen Sino-Brazilian hydrogen energy cooperation [2][5]. - Weishi Energy has been actively engaging in the Brazilian market through participation in the SAE Brazil exhibition, signing hydrogen energy cooperation memorandums, and discussions with Brazilian government officials, marking a significant step in building a hydrogen energy industry cooperation ecosystem [5]. Group 3: Future Prospects and Ecosystem Development - Weishi Energy plans to further expand the application of hydrogen energy and fuel cell technology in diverse scenarios in collaboration with Brazilian partners, aiming to establish a comprehensive hydrogen energy industry ecosystem and accelerate the green transportation transformation [5][6]. - The company is also advancing cooperation in various fields such as hydrogen-powered ships and combined heat and power systems, promoting a synergistic layout of "transportation + energy" in the local market [5].

股票简称：鼎汉技术 股票代码：300011 北京鼎汉技术集团股份有限公司 （北京市丰台区南四环西路188号十八区2号楼（园区）） 方案的论证分析报告（修订稿） （一）本次向特定对象发行的背景 交通运输是国民经济中具有基础性、先导性、战略性的产业，是重要的服务 性行业和现代化经济体系的重要组成部分，是构建新发展格局的重要支撑和服务 人民美好生活、促进共同富裕的坚实保障。作为高端制造装备的重要组成部分， 轨道交通装备与国家经济发展水平、城市轨道交通发展及建设规划密切相关，伴 随着"一带一路"建设、"新基建"、"双碳"等战略目标深入推进，我国轨道 交通行业仍具有广阔的发展机遇及偌大的市场空间。 轨道交通作为国民经济"大动脉"、关键基础设施和重大民生工程，因其快 速高效、低碳环保、安全稳定、运力强大等优点，在我国经济社会发展中的地位 和作用至关重要，近年来，国家高度重视轨道交通基础设施等建设，陆续出台《"十 四五"现代综合交通运输体系发展规划》和《中华人民共和国国民经济和社会发 展第十四个五年规划和 2035 年远景目标纲要》《新时代交通强国铁路先行规划 纲要》《国家综合立体交通网规划纲要》《城市轨道交通发展战略与" ...

Group 1 - The T87D Pro solar electric vehicle features integrated high-efficiency solar panels, making it suitable for urban short-distance commuting [1] - The exhibition showcased a comprehensive green transportation innovation landscape, covering personal mobility tools to large commercial logistics systems [2] Group 2 - The economic benefits of methanol-hydrogen commercial vehicles were highlighted, with a methanol-hydrogen heavy truck costing around 550,000 yuan, significantly lower than the 1.2 million yuan hydrogen fuel cell truck and 650,000 yuan pure electric truck [4] - In urban public transport, the operational cost of methanol-hydrogen electric buses is 0.2 yuan lower per kilometer compared to similar pure electric buses, potentially saving 180,000 yuan over an 8-year operational cycle [4] - In the construction vehicle sector, methanol-hydrogen technology can reduce the number of required vehicles and eliminate substantial infrastructure costs, saving over 4 million yuan in initial costs [4] Group 3 - Breakthroughs in key materials were showcased, addressing industry pain points and enhancing vehicle performance, including high-performance PU-RIM materials and epoxy resin hydrogen storage solutions [6] - The introduction of BTR S+i graphite long-lasting negative electrode materials by BetterRay aims to improve battery life by 20% and enhance storage performance by over 25% [7] Group 4 - The logistics sector is exploring low-carbon solutions, with the establishment of green ports and logistics systems, including the implementation of electric equipment and the development of a hydrogen energy demonstration port in Shenzhen [9][11] - China has built the world's largest and most complete new energy industry chain, with a projected clean energy investment of 625 billion USD in 2024, accounting for one-third of global investment [11]