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南网能源2026年战略调整,停止新增光伏等绿电项目
【南网能源2026年战略调整:不再新增持有光伏等智慧绿电项目】12月23日晚间,南网能源 (003035.SZ)披露2026年度战略规划执行重点,将聚焦工业节能与建筑节能两大核心业务,停止综合 资源利用业务新增投资,加速向高端节能服务转型。其中,明确不再新增持有光伏等智慧绿电项目。 截至12月24日,南网能源股价收于4.71元/股,总市值约178亿元。中经记者 张英英 吴可仲 北京报道 2026年,南网能源将锚定"转型升级"主线,围绕工业节能和建筑节能两大核心业务深化布局。 其中,在工业节能领域,南网能源将深耕高效冷热供应业务,积极开展生产过程节能,拓展多能协同、 零碳园区、交能融合、智能微网、虚拟电厂等业务,不断完善和优化响应新能源全面入市应对策略,不 再新增持有光伏等智慧绿电项目,制定资产持有策略和优化安排,推动由持有智慧绿电项目向多能协同 与智慧运营转型。 南网能源成立于2010年,控股股东为南方电网。2025年前三季度,南网能源实现营业收入26.29亿元, 同比增长15.37%,归属于上市公司股东的净利润3.42亿元,同比增长125.08%。 南网能源方面指出,当前新能源行业中,单纯投资低技术门槛项目 ...
中国石化集团启动市值提升专项行动 多家上市公司亮出转型升级路线图
中国石化(600028)集团加力提升上市公司市场价值,近期首次举办上市公司投资者联合交流活动,并 启动市值提升专项行动。活动上,相关上市公司披露了氢能布局、新材料研发等热点领域的转型升级发 展路线图,以及通过并购重组"链"上发力、整合资源的计划。 "十四五"时期集团上市公司总市值上涨2200亿元 市值是市场预期的晴雨表。中国石油化工集团有限公司党组成员、总会计师蔡勇介绍,"十四五"时期以 来,集团上市公司总市值上涨2200亿元。 市值的稳步提升,与公司稳健的盈利能力、持续优化的股东回报机制以及主动的市值管理举措紧密相 关。据统计,中国石化上市公司集群年均分红比例超过70%,增持回购金额合计超过200亿元。 其中,集团核心上市平台——中国石化股份作为压舱石,其明确的回报政策为市场注入信心。中国石化 股份公司副总裁、董事会秘书、总法律顾问、首席合规官黄文生介绍,公司已制定《市值管理办法》, 意在将公司内在价值与市场价值更加有效衔接。按照计划,2024年—2026年,公司每年现金分红比例将 不低于当年归母净利润的65%。 石化机械(000852)作为集团唯一的油气装备研发制造与专业技术服务中心。据中石化石油机械股份 ...
1—11月山东经济稳健运行,规模以上工业增加值增长7.7%
生产供给持续增长。工业保持较快增长。1—11月,全省规模以上工业增加值增长7.7%,与1-10月持 平。41个行业中有36个实现增长,增长面为87.8%。其中,铁路船舶、电子、汽车等行业增加值分别增 长15.6%、13.2%、17.4%。服务业稳中有升。1-10月,全省规模以上服务业营业收入增长5.3%,10个行 业门类中9个实现增长,其中租赁和商务服务业、水利环境和公共设施管理业、居民服务修理和其他服 务业、文化体育和娱乐业实现两位数增长,增速分别为16.0%、11.6%、13.7%、10.8%。 民生保障扎实有力。就业形势总体稳定。1—11月,全省城镇新增就业120.5万人,增长0.9%。物价温和 上涨。1-11月,全省居民消费价格下降0.2%,其中,11月当月增长0.4%。分类别看,食品烟酒价格下降 1.3%,生活用品及服务价格上涨0.9%,教育文化娱乐价格上涨1.3%,衣着类价格上涨1.1%,交通通信 价格下降2.5%,医疗保健类价格上涨0.4%。 内外需求保持平稳。消费市场总体稳定。1—11月,全省社会消费品零售总额增长5.2%,其中,限额以 上零售额增长5.7%。固定资产投资承压运行。1—11月, ...
“未来20” 2025调研实录:科新机电深耕高端装备制造,强基扩能谋新篇
Di Yi Cai Jing· 2025-12-17 07:24
它是我国高端重型过程装备的重要力量,支撑能源化工行业的关键装置升级。从传统化工到新能源,从 大型容器到核电装备,从立足四川到迈向全球,它正处在转型升级的关键阶段。本期节目,跟随"未来 20"中国A股上市公司成长力调研团一同走进科新机电,专访科新机电财务总监兼董秘杨辉,探寻这家 四川高端装备企业的长期增长逻辑。 ...
大庆石化:深化改革创新推进高质量发展
Zhong Guo Fa Zhan Wang· 2025-12-12 09:15
中国发展网讯 刘莉莉记者袁小峰报道 截至12月上旬,中国石油大庆石化今年新产品新材料累计产量已 突破10万吨,提前完成全年目标,同比增产3万多吨。这是这个公司系统性改革持续深化的成果之一。 "十四五"以来,大庆石化高质量完成国企改革三年行动,高标准推进改革深化提升行动,推动58项任 务、95项措施扎实落地,不仅全面完成总体任务,而且提前实现中国石油集团公司下达的进度目标,走 出了一条以改革主动赢得发展主动的实践路径。 思想破局 机制重塑 改革之难,不仅难在触及利益,更深层次在于触及思想。 "身子在新时代、思想在旧时代"的认知局限,"守摊跟跑"的路径依赖,"认亏任亏"的躺平心态,成为制 约企业高质量发展的无形壁垒。未上市业务更是因体制机制转换难、三项制度改革阻力大,与上市业务 经营业绩形成"冰火两重天",成为改革中"难啃的骨头"。 面对这些挑战,大庆石化清醒认识到思想破冰是行动突围的前提。公司党委强化"观念转变是一种能 力"的意识,广泛凝聚"不改革就落后、不突破就淘汰""企业不消灭亏损、亏损终将消灭企业"的共识, 带头开展调研座谈,疏导和消除各层级员工的思想顾虑。同时,系统化推动顶层设计,构建以"一图、 两册、 ...
炊具行业热议转型升级新路径
Zhong Guo Jing Ji Wang· 2025-12-10 03:05
近日,全国炊具行业第三十届信息交流会暨第五届中国炊具技术大会在上海举办。会议以"绿色智造.双 碳引领.数智未来"为主题,汇聚行业领导、企业代表及专家学者,共探炊具产业转型升级新路径。 北京奥维云网大数据科技股份有限公司总裁郭梅德表示,炊具行业正从功能满足向体验升级转型。受健 康理念与政策引导,材质向抗菌不锈钢、钛锅演进,设计适配新厨房场景。行业具有高频使用、更新周 期短、用户年轻化特点,需与年轻消费者同频共振,通过协同创新实现高质量可持续发展,奥维云网将 以数据赋能行业决策。 本次会议由中国日用五金技术开发中心、全国五金工业信息中心、全国金属餐饮及烹饪器具标准化技术 委员会、国家日用金属制品质量检验检测中心(沈阳)主办。中国日用五金技术开发中心主任毕智涛表 示,中国炊具行业已形成千亿规模,正处于绿色与数字转型关口。中心聚焦标准引领、质量检测等核心 任务,未来将深化合作,助力行业在绿色制造、"双碳"引领中抢占先机,书写高质量发展新篇章。 本次会议发布《2024-2025年度全国炊具行业情况调研报告》。数据显示,2024年行业产值1047亿元, 预计2025年达1078亿元;2024年出口额115亿美元、内销额2 ...
申华控股:持续清理亏损及非盈利业务,寻求投资优质标的
Core Viewpoint - Shinhua Holdings is actively managing its business across various sectors, including automotive aftermarket, real estate, new energy, and financial services, while facing challenges in profitability and market dynamics [1][2]. Financial Performance - For the first three quarters of 2025, Shinhua Holdings reported total assets of 2.879 billion, net assets attributable to shareholders of 731 million, operating revenue of 3.230 billion, and a net loss attributable to shareholders of 89.0541 million [1]. - The company experienced a slight increase in sales revenue year-on-year, despite a net profit decline due to the absence of significant debt recovery payments that had positively impacted the previous year's results [1]. Strategic Initiatives - The company is focused on cleaning up unprofitable operations, reducing operational costs, and optimizing its balance sheet to alleviate business burdens [2]. - Shinhua Holdings aims to stabilize its core business while actively seeking partnerships with promising industries and investing in quality targets that align with the "14th Five-Year Plan" for growth [2]. Business Development - The company is closely monitoring trends in the electric vehicle market and is exploring collaborations with reputable firms, leveraging its existing dealership network [3]. - Shinhua Holdings has established a joint venture, Shunwei Exploration (Shenyang) Technology Co., Ltd., with a 51% stake, which has begun operations and is in the early stages of business development [3].
四川凉山:“十四五”以来单位规模工业增加值能耗下降31%
Zhong Guo Xin Wen Wang· 2025-11-28 14:16
Core Insights - Since the beginning of the "14th Five-Year Plan," the energy consumption per unit of industrial added value in Liangshan has decreased by 31% [1] - The average annual growth rate of industrial added value in Liangshan from 2021 to 2024 is projected to be 10.6% [1] - The total profit of industrial enterprises in Liangshan has increased from 11.29 billion to 20.87 billion, with an average annual growth of 16.61% [1] Industrial Development - Liangshan has established 6 provincial-level green factories and has become home to the first steel enterprise in Sichuan to complete a full-process ultra-low emission transformation [1] - The industrial added value has successively surpassed 50 billion, 60 billion, and 70 billion, with the proportion of industrial output in GDP rising from 26.9% to 30.8% [1] - The number of large-scale industrial enterprises has reached 459, with 30 "specialized, refined, and innovative" enterprises [2] Technological Innovation - Liangshan has built 3 provincial key laboratories, 3 engineering technology research centers, and 21 enterprise technology centers, effectively breaking through the bottleneck of technology and industrial innovation integration [1] - Several technological achievements, such as 5N-level high-purity titanium and rare earth extraction processes, have reached international leading levels [1] Enterprise Cultivation - The region has added 2 billion-level enterprises and 12 ten-million-level enterprises, bringing the total to 4 and 20 respectively [2] - A total of 56 innovative small and medium-sized enterprises have been cultivated [2] Industrial Cluster Development - Major projects such as the 20,000-ton titanium and titanium alloy melting and forging facility and the 12,500-ton annual cathode copper refining project have accelerated construction or been completed [2] - These projects aim to fill gaps in the industrial chain, improve supply chain weaknesses, and enhance value chain levels [2] Smart and Green Transformation - Liangshan is focusing on high-end, intelligent, and green development, with the world's largest high-purity titanium ingot produced in the region [2] - The aerospace high-end manufacturing industrial park is under construction, and a local pharmaceutical company has ranked among China's top 100 pharmaceutical industries for 14 consecutive years [2] Support for Enterprises - Liangshan has established a high-standard service center for small and medium-sized enterprises, serving over 6,000 enterprises [2] - The region has supported 570 enterprises in enjoying over 17 billion kilowatt-hours of electricity benefits, helping to reduce electricity costs by approximately 2.7 billion [2] - The industrial output value of industrial parks has increased from 59 billion to 92.12 billion, representing a growth of 56.1% [2]
一方水土一方策:高质量发展的“地方答卷”
Xin Hua She· 2025-11-26 12:38
Group 1 - High-quality development is not a one-size-fits-all narrative but is rooted in local practices and future-oriented exploration across various regions in China [1] - Shenyang's 1905 Cultural Creative Park represents a transformation from industrial heritage to a modern cultural hub, showcasing the city's cultural confidence and innovative spirit [2] - The city of Zibo in Shandong is strategically positioning itself in the hydrogen energy sector, leveraging its strong industrial base and abundant hydrogen resources to capture future market opportunities [4][6] Group 2 - Zibo's hydrogen industry is being developed along the entire value chain, including hydrogen production, storage, transportation, and application, indicating a comprehensive approach to industry growth [8] - In Shaanxi's Qianyang, apple cultivation has been optimized through scientific management, achieving significant production and economic benefits for local farmers [9] - The rural tourism sector in Qujing, Yunnan, is rapidly developing, with various initiatives enhancing the attractiveness of local villages and creating new economic opportunities [11] Group 3 - In Fujian's Jianyang, the "Science and Technology Special Commissioner" program has significantly contributed to the successful harvest of the "Hong Meiren" citrus variety, promoting local agricultural development [13]
从“斤价”到“金价”的逆袭
Xin Lang Cai Jing· 2025-11-26 07:34
一个领域、一条赛道、一种行业,如果为了多吸引一些客户,多抢占一点份额,各路人马纷纷"站起 来",一门心思打"价格战",不仅无法创造新的价值,还会干扰正常的市场秩序。 来源:滚动播报 (来源:千龙网) 前段时间,下班后,我像往常一样点外卖,满屏的"0元购""1分钱抢购"让人眼前一亮,可当我兴冲冲地 点了几份"特价套餐"后,却发现有的套餐分量缩水、味道平平。 这不禁让我思考:我们究竟是在"薅羊毛",还是陷入了一场没有赢家的游戏? 记得小时候跟着父亲去看露天电影,开始大家都坐着看,电影快结束的时候,前排观众突然站了起来, 于是后面的人也不得不起身,最后全场人只能站着看剧了。这就是"剧场效应"——当所有人都选择"站 起来",反而谁都看不好了。 有人说,市场有竞争不是常态吗?的确,有竞争才有动力,有竞争才有进步,这是市场配置资源的一种 有效形式。但过度"内卷"让竞争变了味儿。 站着看与坐着看相比,观看体验差了不说,还扰乱了现场秩序。换句话讲,为了争夺有限资源,每个人 都作出了更多努力,可结果不仅让个体的付出"通货膨胀",还导致了集体秩序失衡、整体利益受损。 我听说过一句很有哲理的话,"学我者生,似我者死"。就企业发展而 ...