Group 1 - Chifeng City is emerging as an important green industry hub in Northeast China, leveraging its wind and solar energy resources along with abundant mineral resources [1] - The city has a renewable energy development potential exceeding 53 million kilowatts, with an annual green electricity capacity of over 112 billion kilowatt-hours [1] - The installed capacity of renewable energy is expected to surpass 10 million kilowatts by 2024 [1] Group 2 - Inner Mongolia Dongshan Aluminum Co., Ltd. has established a green intelligent new energy electrolytic aluminum integration project in Chifeng, attracted by the region's rich green electricity resources [1] - The project aims to transform "coal-electricity-aluminum" into "green aluminum," promoting a low-carbon transition and reducing export tariff costs [1] - The first phase of the electrolytic aluminum project, with a capacity of 500,000 tons, is about to be put into production [1] Group 3 - The concentration of upstream and downstream enterprises allows for direct transportation of molten aluminum to downstream companies, eliminating the need for ingot production and secondary melting processes [2] - The green hydrogen and green ammonia industries are also key focuses for Chifeng City, with green hydrogen being viewed as a "ultimate energy" due to its zero emissions and high energy efficiency [2] - Green ammonia serves both as a high-quality fertilizer raw material and as a medium for energy storage and clean power applications [2] Group 4 - The company YQ Zero Carbon Technology (Chifeng) Co., Ltd. is utilizing natural resources to continuously produce green energy, creating a "new oil field" over an area of more than 1,500 acres [2] - The process involves generating green electricity from wind and solar, producing green hydrogen, and then capturing nitrogen from the air to produce green ammonia [2] - Mufan Energy Technology (Chifeng) Co., Ltd. has developed a zero-carbon hydrogen and ammonia gas turbine that can burn both hydrogen and ammonia, providing green power for various applications [2] Group 5 - The company has also developed a mobile hydrogen and ammonia gas turbine, referred to as a "mobile energy vehicle," which is currently in the debugging phase [3] - This dual-fuel gas turbine is designed to use green hydrogen and ammonia produced by YQ Zero Carbon Technology [3] - Chifeng City is transitioning from its historical identity associated with the Hongshan culture to building a modern industrial green development system, aiming to create a new green industrial image [3]

Company Overview - Jiuzhou Group was founded in 1993, focusing on smart distribution networks and energy sectors, and is a leading provider of new power and energy infrastructure [1] - The company is a national key high-tech enterprise and was successfully listed on the Chinese Growth Enterprise Market in 2010 (stock code: 300040) [1] - Jiuzhou Group has established three core business segments: smart distribution networks, new energy, and comprehensive energy services [2] Business Operations - The group manages over 40 subsidiaries across multiple provinces and regions in China, with a marketing service network covering 30 provinces and autonomous regions [2] - The company has been recognized as a key software enterprise and has received numerous honors, including being listed among the top 100 private technology companies in China [2] - Since 2015, Jiuzhou Group has transitioned from a pure equipment supplier to a modern intelligent manufacturing model, integrating products, engineering design, construction, financial services, and operation maintenance [2] Technological Advancements - The company has over 200 patents and has established a strong presence in more than 70 countries and regions [3] - As of December 2024, Jiuzhou Group has constructed, controlled, and held new energy power station capacity exceeding 2.7 GW, with an additional 1 GW in projects under construction [3] Financial Aspects - The company has over 1 billion CNY in overdue national subsidies, primarily for electricity subsidies, with delays typically ranging from 2 to 3 years [4][5] - The smart distribution network business has an order volume exceeding 800 million CNY in 2024, representing a year-on-year growth of over 30% [8] - The company aims for a revenue growth target of 30% in the smart distribution network segment and 10% in both new energy and comprehensive energy segments for 2025 [12] Market Outlook - The company anticipates significant growth in its export business over the next five years, driven by the demand for equipment upgrades in both domestic and international markets [6] - The management is optimistic about future growth due to the recovery of investment in the power grid and the transition of clean energy projects from development to construction phases [8] - The potential market for decentralized wind power and clean energy heating is substantial, with nearly 300 county-level administrative units and over 3,000 townships in Northeast China [11]

以零碳技术赋能新能源行业发展，将成为宁德时代2025年重要发展战略之一。 起点锂电获悉，近日宁德时代又一零碳工厂传来新动态。1月13日，宁德时代肇庆项目——瑞 庆时代举行项目二阶段前工序整体交付暨首批设备进场仪式。 该工厂项目二阶段是对一阶段有效补充，将新增集装箱生产环节，建成后瑞庆时代将成为广东 省首个涵盖电芯到电箱、电柜和集装箱全链条储能产品的储能基地。 瑞庆时代2021年2月签约落户肇庆，当年开工后仅6个月就迅速建成50万平方米厂房封顶，14个 月即投产，2023年8月瑞庆时代更是取得零碳工厂认证，该工厂建成后，将会成为宁德时代储 能业务重要根据地。 去年该工厂位列"2024广东省民营企业100强"榜单第61位、"2024广东省制造业民营企业100 强"榜单第38位，为肇庆市唯一上榜企业。12月生产项目二阶段工程开工，仅一个月就完成厂 房建设顺利引入设备。 01 宁德时代的零碳工厂和灯塔工厂计划 宁德时代一向较为重视环保，全球锂电行业仅有的3座灯塔工厂均为宁德时代打造。 自2021年以来，宁德时代宁德基地、宜宾基地、溧阳基地先后获得灯塔工厂称号。 第1座灯塔工厂宁德基地主要特点为人工智能先进分析技术、边 ...