本报讯(记者黄伟)5月13日，省区域协调发展领导小组召开会议，深入学习贯彻习近平总书记关于区域 协调发展的重要论述，研究部署我省相关工作。省委书记、领导小组组长信长星主持会议并讲话，省 长、领导小组组长许昆林就具体工作作安排。 会议听取了我省区域协调发展工作进展情况和下一步工作打算，讨论了省区域协调发展领导小组及办公 室《工作规则》。南京市、徐州市、省科技厅、省工信厅、省交通厅作交流发言。 省领导周红波、储永宏、马欣，省区域协调发展领导小组成员出席会议。 会议指出，党的十八大以来，党中央高度重视区域协调发展，习近平总书记作出一系列重要论述，为我 们推动区域协调发展指明了方向、提供了遵循。江苏要扛好挑大梁责任，必须以更高站位、更实举措做 好区域互补、跨江融合、南北联动大文章，推动全省区域协调发展向更高水平迈进。 会议强调，要进一步优化省域生产力布局，深入实施"1+3"重点功能区战略，加快完善综合交通运输体 系，打造新的发展动力源，着力形成优势互补、高质量发展的区域经济布局。要在更大范围内促进创新 链产业链无缝对接，更好发挥南京、环太湖、徐州科创圈的创新策源和辐射带动作用，在南北结对帮扶 合作中把各地的科创和产业 ...

Core Insights - The event "Green Certificate Entering the Guangdong-Hong Kong-Macao Greater Bay Area" was held in Shenzhen, where representatives from the National Energy Administration, international climate organizations, and local governments discussed the construction and internationalization of the green certificate market [1][3] - China's green certificate has been fully recognized by the global renewable energy consumption initiative RE100, with a signed agreement for a transaction of 40 billion kilowatt-hours of green electricity [1][4] - The 2024 Guangdong-Hong Kong-Macao Green Electricity Consumption Report indicates a remarkable growth in the region, with a transaction volume of 49.1 billion kilowatt-hours, a year-on-year increase of 1100% [1][10] Green Certificate Market Development - The green certificate system in China has rapidly developed since its implementation in 2017, establishing a comprehensive lifecycle management system for green certificates [5][7] - The RE100 initiative, which includes around 430 large companies committed to using 100% renewable electricity, has embraced China's green certificate system, enhancing its credibility and international recognition [7][8] - The Guangdong-Hong Kong-Macao Greater Bay Area has become a significant growth area for green electricity consumption, with transaction volumes expected to reach 78 billion kilowatt-hours in the first quarter of 2025, a 1600% increase year-on-year [10][11] Cross-Border Cooperation and Market Activity - Cross-border green certificate transactions have gained momentum, with Hong Kong and Macau users purchasing 400,000 certificates (equivalent to 400 million kilowatt-hours) since the start of cross-border trading in 2023 [1][11] - Shenzhen leads the region in green electricity consumption, with a total of 12.7 billion kilowatt-hours, while Guangzhou, Dongguan, and Huizhou also contribute significantly to the overall consumption [11][13] - The Guangdong-Hong Kong-Macao region's green certificate market is highly active, with the Guangzhou Electric Power Trading Center accounting for three-quarters of the national green certificate transactions [11][13] Future Prospects and Recommendations - Experts suggest that the international recognition of China's green certificate should be pursued in stages, leveraging the Belt and Road Initiative to promote acceptance in neighboring countries and align with European and American market rules [8] - The establishment of a monitoring and early warning mechanism for cross-provincial green certificate trading is recommended to facilitate a more unified national market [18] - The market is currently influenced by energy consumption control policies, which may create barriers to inter-provincial trading, impacting the overall market dynamics [18]

Core Viewpoint - Bosideng showcased its digital transformation in the fashion industry through an innovative AI fashion show at the 2025 China Brand Night, highlighting the integration of technology and fashion [1][2]. Group 1: Digital Transformation and AI Integration - Bosideng's AI model "BSD.AI Aesthetic Brain" demonstrated the complete process of creating a down jacket, from demand generation to design and rendering [2]. - The company has established a comprehensive clothing database by integrating decades of design and user research data with global fashion trends [5]. - The introduction of AI technology has significantly improved design efficiency, reducing sample development time from 100 days to 27 days [5]. Group 2: Product Innovation and Market Response - Bosideng launched various product lines, including the Summit Series and Extreme Cold Series, to meet diverse consumer needs while enhancing product value through technology [5]. - The Extreme Cold Down Jacket features a groundbreaking dynamic cold protection technology, achieving a milestone in the field of scientific research equipment [5]. Group 3: Sustainability and ESG Strategy - Bosideng is accelerating its green and low-carbon transformation, aiming for net-zero emissions in operational aspects by 2038 [6]. - The company has developed an intelligent manufacturing system, GiMS, utilizing digital technologies to enhance production efficiency and reduce carbon footprints [6]. - Bosideng's national-level intelligent manufacturing demonstration factory has achieved 100% coverage of energy consumption monitoring systems, continuously optimizing key performance indicators [6].

证券代码：002927 证券简称：泰永长征 编号：2025-007 贵州泰永长征技术股份有限公司 投资者关系活动记录表 | | □分析师会议 □特定对象调研 | | --- | --- | | 投资者关系 | □媒体采访 ■业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 活动参与人员 | 投资者网上提问 | | 时间 | 年 月 2025 5 12 日（周一）15:40-17:40 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用网络远 | | | 程的方式召开业绩说明会 | | | 董事长、总经理：黄正乾 | | 公司接待人员 | 副总经理、董事会秘书、财务负责人：韩海凤 | | | 独立董事：陈众励 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、敬爱的董秘，请问贵公司电源及配电产品应用于新能源领域什么 | | | 方面？ | | | 尊敬的投资者，您好。公司电源及配电产品在新能源领域的应用主 | | | 要分为四类：第一类是风电、光伏、储能等新能源场站建设工程的配电 | | ...

Group 1 - The Ningdong Base is accelerating the technological innovation and green low-carbon transformation in the coal power industry through a technology achievement promotion conference [1] - The conference featured presentations from experts from universities such as Xi'an Jiaotong University and Dalian University of Technology, showcasing several cutting-edge technological achievements [1] - Key technologies presented include innovative solutions for desulfurization wastewater treatment, EDI modules to enhance water treatment efficiency, integrated technologies for flue gas purification and heat recovery, and energy recovery technologies for industrial water systems [1] Group 2 - Following the conference, the Ningdong Technology Market initiated a special project for achievement transformation, facilitating discussions between key enterprises and technology holders for potential collaboration [2] - The Ningdong Administrative Committee's Science and Information Technology Bureau plans to enhance the innovation hub function of the Ningdong Technology Market, aiming to attract more advanced technological achievements for implementation in the Ningdong Base [2] - The focus will be on matching advanced core technologies with engineering scenarios and promoting their large-scale dissemination to support the Ningdong Base's secondary entrepreneurship and high-quality development through technological innovation [2]

证券分析师：韦译捷 执业证书编号：S0600524080006 证券研究报告·行业研究·专业服务 船舶行业2024年报&2025年一季报总结 在手订单饱满，业绩加速释放 首席证券分析师：周尔双 执业证书编号：S0600515110002 zhouersh@dwzq.com.cn 我们选取中国船舶、中国重工、中船防务、中国动力、亚星锚链、中国海防为分析对象。 ⚫船厂交付结构持续优化，利润改善明显 2024年船舶板块实现营收2103亿元，同比增长12%，受益于行业高景气与在手订单兑现，增速稳健。归母净利润72亿元， 同比增长103%，船厂交付结构中高价格、低成本的订单占比持续提升，前期包袱逐步出清，利润迎来向上拐点。展望未来， 船舶板块在手订单饱满，且高价船占比持续提升，收入仍有望持续增长，利润率将持续修复：（1）高价订单持续交付。 本轮周期船价自2021年开始回升，2021末-2024年末船价分别同比上涨22%/5%/10%/6%。中国船舶订单交付结构中高船价 比率逐年增长：2024-2026年交付订单中，2021年签单占比分别为65%/7%/0%，利润率有望持续提升。（2）原材料价格与 船价已形成剪刀差，助力 ...

在国际学术交流的舞台上，来自德国亚琛工业大学的教授提出了"氢能零碳载体"全球发展路线图，为氢 能产业的未来发展指明了方向。俄罗斯乌法科技大学团队围绕纳米金属材料、发电机磁场阻尼算法、磁 耦合无线充电线圈设计等前沿技术领域，进行了深入细致的技术成果分享。 第四届智慧能源与清洁能源发电技术国际学术会议(SECP2025)5月9日至5月11日在沈阳举行。 本次活动由沈阳工程学院主办，来自中国、德国、俄罗斯等国的近200名专家学者齐聚沈阳，围绕"智慧 能源与清洁能源发电技术"这一核心主题，深入探讨低碳转型的可行路径，积极交流前沿技术创新成 果，共同为全球能源变革贡献智慧与力量。 主会场内，13场高密度、高质量的主旨报告轮番上演。中、德、俄三国学者聚焦氢能、核能、储能、智 能电网等前沿领域，展开了一场场思想与智慧的碰撞。报告内容既有对纳米材料微观机制的深入剖析， 展现科学探索的深度与精度；又有对能源系统宏观布局的高瞻远瞩，彰显战略规划的广度与高度。 此外，东华理工大学刘义保教授深入论证了先进核能对"双碳"目标的核心支撑作用，中国科学院大连化 物所李昌志研究员及其团队成员杨华美副教授介绍了"木质素催化转化为含氮高值化学品 ...

5月11日，在承德华富包装制品有限公司轰鸣的车间里，国网承德县供电公司三沟供电所共产党员服务 队刘文利、张永军正手持检测仪，细致排查供电线路及配电设施。 在服务升级中，技术人员构建了"三色能效码"评估体系：通过智能电表实时采集企业用能数据，以红黄 绿三色动态反映设备能效水平。针对纸制品企业热压工序能耗痛点，服务队量身定制了"谷段生产＋余 热回收"组合方案，使华富包装的平准化用电成本下降12％，设备综合能效提升21％。 目前,该体系已在67家工业企业部署应用,累计生成能效诊断报告143份，推动企业光伏装机容量突破5兆 瓦。 接下来,面向新型能源体系建设，国网承德县供电公司着力打造"源网荷储"一体化服务平台，将分布式 光伏、电动汽车充换电网络等要素纳入智慧能源管理系统。通过构建"绿电溯源－碳效评估－低碳改 造"的全链条服务模式，帮助企业实现从被动减排到主动创绿的转变。（苏晓明） 为精准对接新型电力系统建设需求，国网承德县供电公司组建12支党员能效诊断小组,运用"碳排放测算 模型＋数字孪生技术"对企业用能数据进行三维建模。在承德华富包装车间，工程师通过虚拟仿真系统 为企业规划出"光伏＋储能"的低碳生产方案,预计年均 ...

Core Insights - The 29th World Gas Conference (WGC2025) will be held in Beijing from May 19 to 23, marking the first time the event is hosted in China since its inception in 1931 [1] - The global energy landscape is undergoing significant restructuring, presenting historic development opportunities for the energy sector, with "green, low-carbon, transformation, and upgrading" being key industry themes [1][2] - The natural gas industry is experiencing three core trends: deepening regional trade, decarbonization capabilities becoming a new competitive advantage, and increasing demand differentiation [1] Industry Trends - The industry is shifting from "resource scale competition" to "low-carbon service capability competition," with market concentration likely favoring industry giants that combine flexible supply and decarbonization technologies [1] - The establishment of the National Petroleum and Natural Gas Pipeline Group is accelerating the implementation of a unified national network, enhancing competition in upstream and downstream sectors [1] - There is a focus on diversifying natural gas imports while increasing domestic gas production, which is improving supply chain resilience [1] Company Initiatives - The company is committed to becoming a comprehensive service provider for low-carbon smart energy solutions, leveraging "key equipment + core processes + integrated services" to drive technological innovation in the industry [2] - The company is actively involved in projects that utilize waste gases, such as collaborating with steel companies to develop integrated solutions for converting coke oven gas into liquefied natural gas (LNG) and hydrogen [4] - The company is participating in large-scale renewable energy projects, including green hydrogen and green ammonia integration projects, emphasizing the importance of efficient energy storage technologies in the low-carbon transition [5] Market Development - The maturity of the natural gas market depends on ensuring energy security while expanding low-carbon transition capabilities, requiring consensus across the industry [6] - There is a need to accelerate the improvement of market-based pricing systems and stimulate infrastructure investment, while also integrating natural gas infrastructure with hydrogen and renewable energy sources [6] - The WGC2025 will feature over 80 forums covering topics such as global energy dynamics, energy transition, regional gas development, and digital innovation in the industry [6]

Group 1 - The core viewpoint emphasizes the need for enhanced coordination between transportation infrastructure planning and national spatial planning, as well as ecological environment management systems to promote high-quality development and ecological protection [1][2][3] Group 2 - The article highlights the significant area designated as ecological protection red lines, approximately 3.19 million square kilometers, with over 30% of the land area being affected, which poses challenges for transportation infrastructure planning [2] - By 2035, the demand for national highway construction and renovation is projected to be around 58,000 kilometers for expressways and 110,000 kilometers for ordinary national roads, with some routes inevitably crossing ecological protection areas [2][3] - The establishment of an ecological environment zoning control system aims to facilitate high-level ecological protection and high-quality transportation development, with a goal to have a comprehensive control system in place by 2035 [3][4] Group 3 - Recommendations for strengthening the connection between transportation infrastructure planning and ecological management include enhancing inter-departmental collaboration, optimizing site selection to avoid ecological sensitive areas, and implementing green construction practices throughout the infrastructure lifecycle [5][6] - The article suggests that transportation projects should prioritize low-impact development techniques and comply with environmental regulations, especially in sensitive ecological zones [5][6] - A monitoring and evaluation mechanism for planning implementation is proposed to ensure that ecological protection goals are met and to provide data support for future planning adjustments [6]