"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 在能源转型的浪潮中，宁夏正以稳健的速度发展成为全国氢能与储能产业的重要枢纽。 2024年，宁夏交出了一份亮眼的"绿色答卷"：全年新增新能源装机超500万千瓦，总装机规模达 4132万千瓦，占全区电力装机比重的55%，成为 全国第四 个新能源成为第一大电源的省区。更值 得关注的是，这里的新能源利用率连续多年 超96% ，稳居 西北第一 ，每3度电中就有1度是清洁绿 电。 在氢能领域，宁夏的表现尤为突出。2024年，全区 绿氢产能达2.8万吨/年 ，位居 全国第二 ，成为 当之无愧的氢能生产大省。新型储能领域同样成绩斐然，全年新增 20座新型储能电站 ，累计并网 47座，装机规模达471.9万千瓦/944.1万千瓦时， 全国排名第五 ，展现出多元化的储能技术布局。 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微 ...

Group 1 - The 20th China Western International Expo was held in Chengdu, Sichuan, attracting over 3,000 enterprises from 62 countries and regions abroad and 27 provinces in China [1] - China Electric Power Construction (China Electric) has a deep historical connection with Sichuan, having been rooted in the province since the 1950s, and views Sichuan as a highland for investment [3] - Since the 14th Five-Year Plan, China Electric has invested in over 100 major projects in Sichuan, with a total investment exceeding 60 billion yuan, and has participated in over 5,000 competitive projects totaling 241 billion yuan [3] Group 2 - China Electric is a leader in clean low-carbon energy, water resources, and environmental construction, with operations in over 130 countries and regions globally [5] - The western region is a core area for the company's business layout, featuring a complete "investment, construction, operation" industrial chain [5] - The company plans to continue increasing its investment and construction efforts in Sichuan and other western provinces to contribute to high-quality economic and social development in the region [5]

股票代码：000035 证券简称：中国天楹 中国天楹股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动类别 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 √业绩说明会 | | | □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） | | 参与单位名称及人员姓名 | 线上参与公司 2024 年度网上业绩说明会的投资者 | | 时间 | 2025 年 05 月 22 日（星期四）下午 15:00-16:00 | | 地点 | "约调研"微信小程序 | | 上市公司接待人员姓名 | 董事长：严圣军先生 | | | 独立董事：刘睿智先生 | | | 董事、副总裁兼财务总监：涂海洪先生 | | | 副总裁兼董事会秘书：陆平先生 | | | 2025 年 5 月 22 日下午，公司通过"约调研"微信小 | | | 程序召开 2024 年度网上业绩说明会，公司与投资者进行 | | | 了互动交流和沟通，并就投资者关注的问题进行了回复， | | | 具体内容如下： | | | 1、问：请问严董事长：江苏如东重力储 ...

Group 1 - China CNR Corporation recently secured significant contracts totaling 547.4 billion yuan, representing 22.2% of its projected revenue for 2024, covering urban rail vehicles, maintenance, wind power equipment, and energy storage [2] - The company signed six major contracts, three of which exceeded 100 billion yuan, primarily related to railway equipment, including contracts with Shenzhen Metro Group and Hangzhou Metro [2][3] - The railway equipment sector has become a crucial revenue growth point, with Q1 2025 revenue reaching 257.86 billion yuan, a year-on-year increase of 93.63%, driven by increased sales of high-speed trains and freight cars [3] Group 2 - In addition to its traditional strengths in rail transport, the company has made significant strides in the renewable energy sector, signing contracts worth approximately 53.6 billion yuan for wind power and energy storage equipment [3][4] - The company is recognized as a leader in rail transport equipment and has developed a comprehensive wind power equipment industry chain, leveraging its expertise in electric transmission technology [4] - In Q1 2025, the company reported strong performance with revenues of 486.71 billion yuan, a 51.23% increase year-on-year, and a net profit of 30.53 billion yuan, reflecting a 202.79% growth [5] Group 3 - The company has consistently invested in research and development, with annual R&D expenditures exceeding 10 billion yuan, totaling 698.66 billion yuan over the past five years [5]

Group 1 - China CRRC signed several major contracts totaling approximately 54.74 billion RMB, accounting for 22.2% of the company's projected revenue for 2024 [1] - The contracts span various sectors including urban rail transit, high-speed trains, locomotives, and freight cars, with urban rail contracts amounting to about 18.22 billion RMB [1] - In the high-speed train sector, contracts worth approximately 15.12 billion RMB were signed with China National Railway Group and Guangdong Guangzhan Railway [1] Group 2 - China CRRC has been expanding into the renewable energy sector, establishing a complete wind power equipment industry chain and integrated solutions for "wind-solar-storage-hydrogen" [2] - The company's revenue for 2024 is projected at 246.46 billion RMB, with a year-on-year growth of 5.21%, and new industry revenue contributing 35% of total revenue [2] - The implementation of policies for the transformation of old diesel locomotives and the recent issuance of the "Railway Equipment Update and Renovation Action Plan" will strongly support China CRRC's renewable energy locomotive business [2]

Core Insights - The successful launch of the first high-altitude wind power unit by CRRC in Delingha, Qinghai, marks a significant milestone in the establishment of China's largest and most comprehensive "wind-solar-storage-hydrogen" integrated industrial base in the western region [1][2] - CRRC aims to leverage its dual advantages in rail transit and clean energy equipment to promote the integration of technology and industry with the regional energy advantages of Qinghai [2] Group 1 - The newly launched wind power unit and energy storage system are specifically designed for high-altitude environments, ensuring safe and efficient operation under harsh conditions such as high turbulence, high radiation, strong wind and sand, low temperatures, and low pressure [1] - CRRC is one of the earliest companies in China to enter the wind power equipment manufacturing sector, possessing a complete industrial chain for wind power equipment [1] - The Delingha New Energy Equipment Manufacturing Industrial Park will include energy storage systems and wind turbine manufacturing workshops, with plans to expand into wind turbine blades, towers, and electrical equipment [2] Group 2 - The adjacent 1 million kW source-network-load-storage project includes 700,000 kW of photovoltaic power, 300,000 kW of wind power, and 200 MW/800 MWh of electrochemical energy storage, utilizing core equipment manufactured locally by CRRC [2] - CRRC has partnered with over ten local companies in Qinghai, including Trina Solar and Ganfeng Lithium, to co-sign the "Clean Energy Equipment Industry Chain Co-construction Action Plan," extending its technological and manufacturing expertise to the supply chain [2]

【东吴电新曾朵红团队】每日速递（2025/05/12) 市场快报 本周上证综指上涨 1.92%,深证成指上涨 2.29%,创业板指上涨 2.00%,电气设备板 块指数为 2440.42,下跌 0.59%,在申万一级行业中排名 14/28。 公告纵览 无 行业信息精选 【电动车】受特斯拉带动 松下预计电池部门年度利润将增长 39% 【电动车】新能源乘用车：4 月批发 114 万辆 增 42% 【电动车】宁德时代全品牌动力电池率先通过新国标测试 【新能源】云南新能源装机突破 6000 万千瓦 【新能源】全国首个"光伏+高架隔声屏"项目全容量并网 【新能源】中国西部"风光储氢"产业基地迎重要进展 交易异动 无 无 电动车 1. 5 月 9 日消息，据路透社报道，日本松下控股公司周五预测，其电动汽车电 池制造能源部门本财年的利润将增长 39%，但刚刚结束的财年的利润未达预 期。松下表示，截至 2026 年 3 月 31 日的财年，为特斯拉生产电池的关键业务 的营业收入预计其营收将达到 1670 亿日元（11.5 亿美元）。 https://tech.huanqiu.com/article/4MbmRzoXu5r 2. ...

Core Viewpoint - China CRRC has successfully launched its first high-altitude wind turbine designed for high-altitude regions, marking a significant milestone in the construction of the largest and most comprehensive "wind-solar-storage-hydrogen" integrated industrial base in western China [1][2] Group 1: Product Development - The newly launched high-altitude wind turbine and the 5.X MWh energy storage system are specifically designed for harsh high-altitude environments, ensuring safe, efficient, and stable operation under extreme conditions such as high turbulence, high radiation, strong sandstorms, low temperatures, and low pressure [1] - China CRRC is one of the earliest companies in China to enter the wind power equipment manufacturing sector, possessing a complete wind power equipment industry chain [1] Group 2: Industrial Base and Projects - The newly established CRRC Delingha New Energy Equipment Manufacturing Industrial Park includes energy storage systems and wind turbine manufacturing workshops, with plans to expand into wind turbine blades, towers, and electrical equipment [1] - The nearby 1 million kW source-network-load-storage project includes 700,000 kW of photovoltaic power, 300,000 kW of wind power, and 200 MW/800 MWh of electrochemical energy storage, expected to generate 2.3 billion kWh of green electricity annually, saving 700,000 tons of standard coal and reducing CO2 emissions by 1.9 million tons [2] - The project will fully utilize core equipment manufactured locally by China CRRC in Qinghai [2] Group 3: Collaboration and Strategy - China CRRC aims to leverage its dual-track industrial advantages in rail transit and clean energy equipment, integrating with Qinghai's regional and energy advantages to develop the Delingha industrial park into the largest and most comprehensive "wind-solar-storage-hydrogen" integrated industrial base in western China [2] - The company has signed a "Clean Energy Equipment Industry Chain Co-construction Action Plan" with over ten upstream and downstream enterprises in Qinghai, including Trina Solar and Ganfeng Lithium, to support the establishment of a modern clean energy industry system in Qinghai [2]

证券研究报告 长江电力 (600900 CH) 24 年电量创新高，财务费用持续下降 华泰研究 年报点评 经营预测指标与估值 2025 年 5 月 02 日│中国内地 发电 长江电力发布 2024 年年报和 2025 年一季报：2024 年实现营收 844.92 亿 元（yoy+8.12%），归母净利 324.96 亿元（yoy+19.28%），其中 4Q24 归母 净利 44.71 亿元，位于我们 4Q24 业绩前瞻预期区间 33.75-48.75 亿元的上 沿。1Q25 公司实现营收 170.15 亿元（yoy+8.68%），归母净利 51.81 亿元 （yoy+30.56%），归母净利超出我们预期上限的 48.36 亿元，主要是营收超 预期和财务费用低于预期。2024 年公司 DPS 为 0.943 元（含税），分红比 例 71%，股息率 3.2%。看好公司六库联调和上游龙盘（未投产）/两河口水 库为公司下游水电站带来电量增发效应及金沙江下游水风光储一体化发展， 维持"买入"评级。 2024 年发电量创新高，2025 年力争发电量达 3000 亿千瓦时 2024 年，公司境内六座水电站发电量同比+7.1 ...

Core Viewpoint - China Tianying reported a revenue increase of 6.46% in 2024, but net profit decreased by 16.99%, indicating challenges in cost control and market environment [1][6] Environmental Business - The environmental business, particularly waste-to-energy projects, showed stable growth with 20 operational projects processing a total of 21,550 tons of waste daily [4] - The annual household waste input reached approximately 8.49 million tons, a 20% increase, while electricity generated was about 2.197 billion kWh, up 15% [4] - The steam supply business became a significant profit supplement, with external steam sales increasing by 177.35% to 1.7 million tons [4] - Despite good performance, the company needs to focus on controlling operational costs due to rising environmental standards and potential increases in equipment upgrade and emission control investments [4][6] New Energy Business - The new energy sector emerged as a highlight in 2024, driven by the national "dual carbon" strategy, with projects in green electricity, green hydrogen, and green ammonia/alcohol [5] - Agreements were signed for a wind-solar-hydrogen-ammonia integrated project, including 400 MW of off-grid wind power and 400 MW of grid-connected wind power, expected to produce 19,500 tons of hydrogen and 100,000 tons of methanol annually [5] - Additional projects in Liaoyuan include 214.5 MW of off-grid wind power and 514.8 MW of grid-connected wind power, indicating accelerated development in the new energy sector [5] International Expansion and Technological Innovation - The company made significant progress in international expansion, particularly in "Belt and Road" countries, with the Hanoi project processing over 4,000 tons of waste daily [6] - Technological innovations include the development of intelligent sorting and cleaning robots, which can reduce costs and increase efficiency by over 30% [6] - The company continues to upgrade its proprietary technologies, such as large-capacity mechanical grate furnaces and plasma melting, contributing to the intelligent development of the environmental industry [6]