格隆汇9月17日丨绿通科技(301322.SZ)公布，公司与格林美股份有限公司（SZ.002340）的控股子公司武 汉动力电池再生技术有限公司（简称"动力再生"或"乙方"）签署《关于开展双方战略合作框架协议》， 双方决定联合各方优势，在新能源场地车辆及动力电池回收利用领域建立全面战略合作伙伴关系，实现 对场地电动车、动力电池的回收利用、后市场维保、材料循环再生的全生命周期价值链体系，打造"新 能源车回收—动力电池回收—电池原料再造—电池材料再造—动力电池再造"闭环产业链，共同推动绿 色低碳产业发展，提升全球市场竞争力，实现经济效益与环境效益的协同发展。 ...

绿通科技公告，近日与格林美股份有限公司的控股子公司武汉动力电池再生技术有限公司签署《关于开 展双方战略合作框架协议》。双方决定联合优势，在新能源场地车辆及动力电池回收利用领域建立全面 战略合作伙伴关系，实现对场地电动车、动力电池的回收利用、后市场维保、材料循环再生的全生命周 期价值链体系，打造闭环产业链，共同推动绿色低碳产业发展。 ...

Core Viewpoint - The recent visit by the Ruyue Water Group from Wudi County to SANY Heavy Industry in Changsha aims to explore collaboration opportunities in advanced manufacturing and new energy equipment sectors, laying a foundation for future partnerships [6][9]. Group 1: Company Overview - Ruyue Water Group is a leading enterprise in Wudi County's water services and related industries, demonstrating stable operational capabilities and resource reserves in traditional areas such as water infrastructure construction and supply assurance [8]. - The group has actively expanded into green and low-carbon industries, accumulating rich experience in new energy project investments and equipment application scenarios [8]. Group 2: Government Support and Policies - Zhang Shenglin, a member of the county's state-owned assets party committee, highlighted the favorable business environment in Wudi County, including policies for land supply, tax reductions, and talent recruitment aimed at supporting key industries like advanced equipment manufacturing and new energy [8]. - A one-on-one service mechanism has been established to ensure robust support for enterprises' development [8]. Group 3: Collaboration Opportunities - SANY Heavy Industry expressed willingness to leverage its strengths to explore cooperation opportunities with Ruyue Water Group in areas such as smart water management and new energy equipment [8]. - The visit is seen as a catalyst for transforming intentions into tangible projects, contributing to the high-quality economic development of Wudi County [9].

格隆汇9月11日｜山东高速在业绩说明会上表示，随着之前的投资项目到期，财务性投资规模会有一定 程度的收缩，未来主要考虑投资与主业产业链和绿色低碳产业相关的优质项目。目前，公司有京台高速 齐济段、潍莱高速、G220东深线正在进行改扩建，项目建设期资本开支较大。目前，公司综合财务成 本约为3.05%，未来，公司将通过与金融机构协商、根据资金需求提前偿还贷款、低息融资置换高息融 资等方式，力争进一步压降财务成本。 ...

Core Viewpoint - The establishment of the "China International Science and Technology Promotion Association Mother Fund Branch" aims to enhance the role of mother funds in China's capital market, promote social capital towards innovative enterprises, and support the healthy development of the investment industry, particularly the mother fund sector [1]. Group 1: Key Developments in Investment Funds - The first national issuance of a 1.5 billion yuan science and technology innovation bond by Zhongguancun Capital has been approved, marking a significant step in supporting technology innovation [2][4]. - Fuchuang Investment signed a sub-fund cooperation agreement with the Sichuan Provincial Achievement Transformation Investment Guidance Fund, aiming to promote the transformation of scientific achievements into industry [7][9]. - A promotional meeting for the Jiangsu Yancheng Green Low-Carbon Industry Special Mother Fund was successfully held in Shanghai, focusing on attracting investment for green and low-carbon projects [11][13]. - The government of Anyang City held discussions with Yuzhi Holdings Group to explore further cooperation in economic development and industrial transformation [15][17]. - Shanda Investment facilitated the signing of a project in Huai Bei, focusing on the Xiaomi ecological chain, which aims to enhance the local industry [19][21]. - Guoshou Investment has been entrusted to invest in the expansion of the Guotai Junan Lingang Industrial Park REIT, which raised approximately 1.7235 billion yuan, marking it as the largest REIT expansion project in the industry [22][24]. Group 2: Strategic Focus Areas - Zhongguancun Capital emphasizes early, small, long-term, and hard technology investments, with at least 70% of the bond proceeds allocated to technology innovation fields such as integrated circuits, life health, artificial intelligence, new energy, and new materials [5][6]. - The Sichuan Provincial Achievement Transformation Investment Guidance Fund, with a total scale of 5 billion yuan, focuses on early-stage investments in frontier technologies and future industries [9][10]. - The Jiangsu Yancheng Green Low-Carbon Industry Special Mother Fund aims to leverage resources to promote high-quality development in the local industrial cluster [14]. - The collaboration between Fuchuang Investment and Sichuan aims to create a virtuous cycle of technology, industry, and finance, enhancing the local economic landscape [10].

Core Viewpoint - The report highlights the financial performance and strategic positioning of Zhejiang Jiaao Environmental Protection Technology Co., Ltd. for the first half of 2025, emphasizing significant revenue growth and ongoing investments in sustainable energy solutions [1][2]. Company Overview and Financial Indicators - Company Name: Zhejiang Jiaao Environmental Protection Technology Co., Ltd. [2] - Stock Code: 603822 [2] - Total Revenue for H1 2025: CNY 1,298,322,232.10, a 71% increase from CNY 759,242,105.67 in the same period last year [2][3]. - Total Assets: CNY 6,497,841,553.48, up 9.10% from CNY 5,956,015,533.61 [2]. - Net Profit attributable to shareholders: CNY -78,234,718.66, compared to CNY -74,699,544.24 in the previous year [2][3]. - Basic Earnings per Share: CNY -1.0183 [2]. Industry Context and Business Operations - The company operates in the context of increasing environmental regulations and a global push for carbon neutrality, which is driving demand for biofuels, particularly sustainable aviation fuel [3][4]. - The company’s main products include environmentally friendly plasticizers, stabilizers, and biomass energy, with biomass energy accounting for 71.86% of its main business revenue [3][4]. - The company is positioned to benefit from policy incentives and its strategic location in the Yangtze River Delta, enhancing its competitive advantage in the biomass energy sector [3][4]. Operational Highlights - The company has made significant investments in technology and innovation, holding 45 authorized national invention patents and 54 utility model patents as of June 2025 [5][6]. - The company emphasizes safety and environmental responsibility, achieving all safety production targets without major incidents during the reporting period [4][5]. - The management team is stable and experienced, focusing on the development of biomass energy and environmentally friendly plasticizers, which enhances the company's market competitiveness [6][7]. Financial Performance Analysis - Operating costs increased by 65.50% to CNY 1,265,013,782.16, primarily due to higher export volumes of biomass energy [3][4]. - The net cash flow from operating activities decreased by 85.79% to CNY 51,750,798.37, indicating challenges in cash generation despite revenue growth [3][4]. - The company’s net assets attributable to shareholders decreased by 35.55% to CNY 395,576,002.29, reflecting financial pressures [2][3]. Strategic Initiatives - The company is actively pursuing the development of a 500,000-ton annual biomass energy project in Lianyungang, which is expected to enhance its production capacity and market presence [8]. - The focus on research and development is aimed at maintaining technological leadership in the production of eco-friendly products, aligning with global sustainability trends [5][6].

中化新网讯 近日，云南省发展改革委、省工业和信息化厅印发了第三批省级零碳园区建设名单，共5家 园区入选，并启动建设。 据悉，截至目前，云南已通过先行先试，已启动3批共15个省级零碳园区的创建工作。 此次入选的云南宜良产业园区已成为昆明市重要的再生资源循环利用产业基地之一，依托南方电网"源 网荷储一体化项目"和华润新能源"绿电智造共享储能示范项目"，将储能深度融入智能电网与绿电中心 建设，实现电力灵活调控，达成智能电网与能源能碳管理双赋能。云南宜良产业园区相关负责人表示， 下一步将以创建零碳园区为契机，以绿电赋能为抓手，以推动绿色低碳产业发展为主线，将资源循环利 用产能优势转化为产业集群竞争力，"产业链、横向耦合多产业、绿色创新赋能"三管齐下，力争到2027 年初步形成"绿电+"产业生态，总产值突破100亿元。 这5家园区分别是云南宜良产业园区、云南昭阳经济技术开发区、蒙自经济技术开发区（有色金属及绿 色能源片区）、云南思茅产业园区（宁洱片区）、云南华坪产业园区（石龙坝清洁载能产业片区）。 ...

Core Viewpoint - The Inner Mongolia Autonomous Region has issued a plan to cultivate and construct zero-carbon parks, aiming to promote sustainable development and reduce carbon emissions through a structured three-phase approach [1][2]. Group 1: Phased Development Plan - The first phase will start in 2025, focusing on the selection and approval of zero-carbon park construction [1]. - The second phase, from 2026 to 2028, will involve comprehensive construction of national and regional zero-carbon parks [1]. - By 2030, the third phase aims to deepen the exploration and practice of zero-carbon park construction, with more regional parks included in national pilot programs [1]. Group 2: Key Construction Contents - The plan includes building a zero-carbon park power grid system and enhancing the supply and consumption of green electricity [1]. - It emphasizes energy-saving and carbon-reduction transformations in parks, fostering new green low-carbon industrial dynamics [1]. - The plan promotes carbon capture, utilization, and storage (CCUS) technologies, alongside the development of a green smart energy and carbon management platform [2]. Group 3: Green Low-Carbon Industry Development - The plan identifies zero-carbon parks as crucial for nurturing green low-carbon production capabilities, ensuring resource guarantees for energy, water, and land [1]. - It encourages the transition of emerging and high-energy-consuming industries to zero-carbon parks with sufficient resources [1]. - Traditional industries are urged to integrate green electricity, green hydrogen, and carbon capture technologies to develop low-carbon processes [1].

Core Insights - The report presented at the Guangdong Provincial People's Congress highlights the significant growth in the green low-carbon industry, with a focus on renewable energy capacity by April 2025 [1] Renewable Energy Capacity - By April 2025, Guangdong's installed renewable energy capacity is expected to exceed 70 million kilowatts, with wind power exceeding 18 million kilowatts, including over 12 million kilowatts of offshore wind power, ranking first in the country [1] - Photovoltaic installed capacity is projected to reach 46.793 million kilowatts, while nuclear power capacity is expected to be 16.136 million kilowatts, also ranking first nationally [1] Industry Growth - The optimization of Guangdong's energy structure is driving the rapid development of the renewable energy industry cluster, with revenue from the cluster projected to grow from 500.867 billion yuan in 2021 to 1,116.318 billion yuan in 2024, reflecting an average annual growth rate of 24.5% [1] - The revenue figures for the renewable energy industry cluster have consistently ranked first among the province's ten strategic emerging industry clusters for three consecutive years [1]

Group 1 - The western region of China has shown strong momentum in foreign trade, with a total import and export value of 2.12 trillion yuan in the first half of the year, marking a year-on-year growth of 10.4% and setting a historical record for the same period [1] - Key provinces such as Sichuan, Xinjiang, and Shaanxi reported significant growth in their import and export values, with Xinjiang achieving a remarkable year-on-year increase of 28% [1][3] - The export of green low-carbon industries is expected to continue leading, particularly in regions like Sichuan, Guangxi, and Chongqing, due to their mature industrial clusters and technological advantages [1][2] Group 2 - The company Green Energy Huichong has successfully entered the Southeast Asian market, marking a significant milestone in its overseas expansion, with a focus on electric vehicle charging solutions [2] - The export of high-value products such as photovoltaic products and lithium batteries from Sichuan has seen extraordinary growth, with increases of 284.9% and 1306.4% respectively [3] - The number of foreign trade enterprises in the western region has significantly increased, with a notable rise in private enterprises, indicating an improved business environment [3] Group 3 - The western region is implementing a series of policy measures to promote high-quality foreign trade development, including initiatives to enhance the competitiveness of key products and support small and micro enterprises [5] - Companies are optimistic about their export prospects, with expectations of significant growth in the second half of the year, driven by successful market strategies and product innovation [5] - The diversification of trade partners is increasing, with regions like Sichuan expanding their foreign trade relationships to 229 partners, enhancing the resilience of the western region's foreign trade [3] Group 4 - Despite the positive trends, challenges remain for the western region's foreign trade, including fluctuating international market demand and rising logistics costs [6] - Recommendations for overcoming these challenges include optimizing trade structures, enhancing industry competitiveness, and expanding diverse trade partnerships [6]