倒计时1天 2025第五届起点两轮车换电大会 "这卷复合铜箔厚度仅6.5微米 ，比头发丝还薄，重量 是传统电解 铜箔的55%， 安全性能显著提升 ……" 点击阅读原文，即可报名参会！ 暨轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点固态电池、起点两轮车及换电 活动时间： 2025年7月11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 小哈换电/嘟嘟换电/司马出行/雅迪科技集团/台铃集团/新日股份/汇创新能源/中兴派能/孚能科技/保力新/创明新能源/多氟多/博力 威/睿恩新能源/诺达智慧/亿纬锂能/星恒电源/比克电池/鹏辉能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/小安科技/先导智能/鑫晟达/精锐 精密等 近日，位于高邮经济开发区的江苏英联 复合集流体有限公司总部基地正式落成， 其最新研发的10款新型 复合铜箔、铝箔同步亮相。 在展厅内，公司战略执行官方亮将一款复合铜箔轻抛空中，薄膜如蝉翼般悬浮——这种材料采用"三明治"结构，上下两层为金属箔，中间嵌 入新型复合材料，在降低生产成本的同时，确保能源传导性与能量密度不受影响 ...

根据市场公开信息及7月9日披露的机构调研信息，知名私募星石投资近期对1家上市公司进行了调研， 相关名单如下： 调研纪要：公司致力于在能源和动力领域提供先进的系统解决方案和全生命周期服务，主要产品形式为 压缩机和换热装置，实施温控、增压等冷热能管理功能，覆盖-271℃-200℃温度区间。公司研发成功极 低温用氦气压缩机，应用于磁约束可控核聚变装置中的超导磁体冷却系统。公司为数据中心提供冷源装 备和热交换装置，产品入选国家绿色数据中心先进适用技术产品目录。公司研发核岛冷却、核能供热等 技术，服务于多个核电站，并参与制定核电制冷设备标准。公司推出工业全域热控综合解决方案，涵盖 余能高效回收与集约利用，子公司华源泰盟节能设备有限公司在热泵领域取得多项成果。公司布局船海 绿色能源系统智慧解决方案，产品包括远洋运输船BOG再液化装置、船舶碳捕集系统等。公司的最大 竞争优势在于持续技术创新，设有国家认定企业技术中心，获得多项国家奖项。 机构简介： 北京市星石投资管理有限公司(以下简称"星石投资")成立于2007年，是国内顶尖的私募证券投资基金管 理公司之一、中国证券投资基金业协会首批特别会员，国内最早成立的阳光私募公司之一 ...

Market Performance - On July 9, 2025, the Shanghai Composite Index fell by 0.13%, while the Shenzhen Component Index decreased by 0.06%, and the ChiNext Index rose by 0.16%[2] - The total market turnover was 1,504.98 billion CNY, an increase of 51.21 billion CNY compared to the previous trading day[2] - Out of 5,248 stocks, 1,882 rose and 3,366 fell[2] Sector and Style Analysis - The top-performing sectors included Media (1.35%), Comprehensive Finance (0.73%), and Agriculture, Forestry, Animal Husbandry, and Fishery (0.73%)[20] - The worst-performing sectors were Non-ferrous Metals (-2.22%), Basic Chemicals (-0.83%), and Electronics (-0.75%)[20] - In terms of investment style, Consumer stocks outperformed, followed by Stability, Financials, and Growth[20] Capital Flow - On July 9, 2025, the net outflow of main funds was 46.12 billion CNY, with large orders seeing a net outflow of 25.50 billion CNY and super large orders a net outflow of 20.62 billion CNY[3] - Small orders continued to see a net inflow of 40.50 billion CNY[3] ETF Performance - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw varying changes in turnover, with the SSE 50 ETF at 1.15 billion CNY, down by 0.15 billion CNY from the previous day[29] - The net inflow for the CSI 1000 ETF was 1.05 billion CNY on July 8, 2025[29] Global Market Overview - On July 9, 2025, major Asia-Pacific indices showed mixed results, with the Hang Seng Index down 1.06% and the Nikkei 225 up 0.33%[4] - European indices generally rose on July 8, 2025, with the DAX up 0.55% and the FTSE 100 up 0.54%[4]

Core Viewpoint - The article highlights the journey of Du Jiangtao, the founder of Junzheng Group, from a humble background to becoming the wealthiest individual in Inner Mongolia, emphasizing his business acumen, strategic vision, and commitment to education and philanthropy [4][7][33]. Group 1: Background and Early Career - Du Jiangtao, a top student from Wuhai, Inner Mongolia, graduated from Beijing Institute of Technology and gained valuable business experience in Shenzhen during China's economic boom [9][10]. - He founded Beijing Junzheng Investment Management Consulting Co., marking the beginning of his entrepreneurial journey, where he successfully invested in major oil companies [11]. - In 2003, he returned to Inner Mongolia to capitalize on the region's rich resources, establishing Junzheng Group and expanding into various sectors including power generation and chemical logistics [12][13]. Group 2: Business Strategy and Growth - Junzheng Group operates under a "dual-wheel drive" strategy, focusing on energy chemicals and chemical logistics, creating a complete industrial chain [16]. - As of April 2025, Junzheng Group's total assets exceeded 42.8 billion, ranking among the top 500 chemical companies in China [16]. - The company has developed a circular economy model, effectively reducing production costs and addressing environmental concerns through innovative practices [17]. Group 3: Future Directions and Challenges - In March 2025, Junzheng Group announced a significant investment of 19.36 billion in a green energy project, indicating a strategic shift towards sustainable energy [21]. - The company aims to leverage the abundant renewable resources in Alxa to reduce hydrogen production costs, enhancing its competitive edge [22]. - However, challenges include declining profit margins and environmental compliance issues, which could impact the company's reputation and financial stability [27][28]. Group 4: Philanthropy and Social Responsibility - Du Jiangtao is known for his philanthropic efforts, particularly in education, having donated substantial amounts to his alma mater and local schools [31][32]. - His commitment to social responsibility reflects a broader trend among Chinese entrepreneurs to contribute positively to society while pursuing business success [33].

本报讯(记者袁传玺)7月8日，远景科技集团(以下简称"远景")打造的152万吨绿色氢氨项目首期32万吨在 内蒙古赤峰建成投产，赤峰市市长栾天猛、远景科技集团董事长张雷共同宣布项目投产。 当天，全球首罐绿氨从远景赤峰零碳氢能产业园顺利发车，必维国际检验集团现场为这罐绿氨的用户颁 发全球首张ISCC可再生氨证明，这也标志着全球绿色氢氨产业从此迈入规模化、商业化新阶段。 远景在赤峰打造的全球最大绿色氢氨项目依托首创的零碳产业园模式和绿氢全栈技术能力，将波动的可 再生能源就地转化为稳定、高价值且易于储运的绿氨，开启人类"新石油时代"。这一项目不但是落实国 家能源转型战略的重大实践，而且实现了可再生能源的本地消纳，为地区经济创造了绿色增长新引擎。 作为全球最大新型电力系统支撑下的绿色氢氨项目，这一项目借助AI驱动、"随风而动"的新型电力系统 技术，实现100%绿电直连，做到风光储与氢氨醇生产的动态耦合。在发电侧，远景打造了世界最大的 独立新型电力系统，为生产提供了可靠的绿色电力保障。在用电侧，远景打造了全球首座全动态绿色化 工厂，实现与上游波动的可再生能源的完美匹配。此外，远景自主研发的智能物联操作系统EnOS以前 瞻 ...

据环球时报报道，特朗普将通过新举措终止"绿色能源"补贴。与此同时，美国能源部警告美国能源体系 存在隐患，至2030年，停电次数或激增100倍。当地时间7月7日，特朗普签署行政令，计划逐步取消对 风能、太阳能发电场等绿色能源的联邦补贴，理由是可再生能源存在不可靠、成本高昂等问题。行政令 指出："长期以来，联邦政府一直迫使美国纳税人补贴风能、太阳能等成本高昂且不可靠的能源。这类 项目的激增，排挤了价格低廉、稳定可靠且可调度的国内能源，损害了电网稳定，还破坏了国家的自然 景观之美。" ...

从绿色动力看垃圾发电增长&ROE 提升潜力：供热+发电 +财务费用下降 20250708 Q&A 垃圾发电行业的成长性如何？ 摘要 垃圾发电行业具有显著的成长性，主要体现在以下几个方面： 垃圾焚烧发电行业进入成熟期，资本开支大幅下降，通过效率提升实现 盈利增长，同时垃圾作为资源，其能源价值有提升空间，例如通过提高 每吨垃圾的发电量和转换发电供热比。 商业模式创新驱动盈利增长。天然气供热成本远高于垃圾发电，结合垃 圾处置费和特许经营权，垃圾发电在能源成本上具有显著优势，特许经 营模式下，垃圾处置费占收入 25%以上。 ToB 端供热收入即时回收现金，业绩增长同时经营性现金流大幅改善。 上市公司平均回款率约为 50%，净现比为 1.7，随着国补回款率上升， 未来现金流增益显著。 绿色动力案例显示，2025 年一季度在无新增产能情况下，业绩增长 33%，主要来源于供热量翻倍、吨上网提升及财务费用下降。污泥掺烧 业务进一步提升收益。 财务费用持续下降。2024 年财务费用较 2023 年下降约 3,000 万元， 预计 2025 年将进一步降至接近 4 亿元。公司综合融资成本较低，约为 3%左右。 通过提升供热和发电 ...

【环球时报记者 李萌 环球时报驻澳大利亚特约记者 北岸】中国外交部发言人毛宁8日宣布，应国务院总理李强邀请，澳大利亚总理阿尔巴尼斯将 于7月12日至18日对中国进行正式访问。 综合路透社、彭博社、澳大利亚广播公司（ABC）等媒体8日报道，阿尔巴尼斯当天表示，他计划前往中 国，寻求加强与澳最大贸易伙伴的关系。据阿尔巴尼斯透露，他此行将访问北京、上海和成都，首站是成都，但他并未透露更多行程细节。 福特斯克金属集团董事长福瑞斯特认为，阿尔巴尼斯访华对澳大利亚的未来至关重要，"鉴于两国都拥有巨大的产业平台，澳大利亚可以打造其历 史上最大的绿色炼铁产业，而中国也可以打造其历史上最大的绿色钢铁产业"。汇丰银行澳大利亚首席执行官托尼·肖表示，阿尔巴尼斯此次访问 是为澳大利亚争取更强劲经济成果的重要契机。澳新银行国际业务董事总经理西蒙·艾尔兰表示："双方对话将有助于深化澳中两国之间的经贸合 作。" 根据澳政府官网8日发表的声明，澳中两国最高层级的直接接触有助于化解分歧，对建设性关系至关重要。声明引述阿尔巴尼斯的话称："中国是 澳大利亚最大的贸易伙伴，占澳贸易总额的近1/3，并且在可预见的未来仍将如此。"阿尔巴尼斯强调，澳中" ...

Core Viewpoint - The article discusses the financial struggles of Guanghui Energy, highlighting its recent asset sales and concerns over its dividend policy, which appears to be unsustainable given its declining profits and increasing debt levels [4][32][35]. Group 1: Asset Sales and Financial Maneuvering - Guanghui Energy sold its 20.74% stake in Xinjiang Alloy Investment Co., Ltd. for approximately 599 million yuan, a significant loss compared to the 750 million yuan it originally paid three years ago [5][8]. - The company has also sold a portion of its equity to Fude Life Insurance and Shenzhen Fude Jinrong Holdings for a total of 6.2 billion yuan, reducing its stake to 20.06% [22][23]. - The sale of Alloy Investment is seen as a move to alleviate financial pressure, as Guanghui Energy has accumulated a goodwill impairment of approximately 360 million yuan related to this investment [20][21]. Group 2: Dividend Concerns - Guanghui Energy's dividend payout has raised concerns, with the proposed distribution for 2024 amounting to nearly 4 billion yuan, despite a projected net profit of only 296 million yuan, resulting in a payout ratio exceeding 134% [32][35]. - The company has consistently paid high dividends, with total distributions reaching approximately 16.3 billion yuan over the past three years, but the trend shows a decline in actual payout amounts [31][32]. - Investors are questioning whether the high dividend payouts are a strategy to relieve pressure on major shareholders, potentially exacerbating the company's debt situation [32][35]. Group 3: Wealth and Market Position of the Owner - Sun Guangxin, the owner of Guanghui Energy, has seen his wealth decline significantly, with his net worth dropping from 46 billion yuan in 2018 to 29 billion yuan in early 2025, putting his status as "Xinjiang's richest" at risk [44][45]. - The decline in Guanghui Energy's market value, which has fallen from nearly 100 billion yuan in September 2022 to under 40 billion yuan, reflects broader challenges faced by the company [27][29]. - The article notes that the traditional energy sector, which includes coal and natural gas, is facing a downturn, further complicating Guanghui Energy's financial outlook [52].

北京海新能源科技股份有限公司 证券代码：300072 证券简称：海新能科 北京海新能源科技股份有限公司 投资者关系活动记录表 编号：2025-005 | | √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 | | | □其他 （请文字说明其他活动内容） | | | 中信证券、广发证券、华泰证券、东北证券、中金公司、鼎鬲 资本、林锐基金、和信证券、粤开证券、Theo Quan 香港私募、 | | 参与单位名称 | | | | 烜鼎资产、国泽基金、英安资产、金枫银帆投资、寒武纪投资 | | | （机构排名不分先后） | | 时间 | 年 月 日 2025 7 8 | | 地点 | 公司会议室 | | 上市公司接待人 | 海新能科董事、董事会秘书张蕊 | | 员姓名 | 一、海新能科董事、董事会秘书张蕊先生介绍海新能科公 | | | 司情况、烃基生物柴油和生物航煤行业前景。 二、投资者交流环节 | | 投资者关系活动 | 1、请问公司山东三聚 20 万吨／年生物柴油异构项目目前 | | 主要 ...