1、公司如何看待136号文对储能市场的影响？ 答：136号文取消了"强制配储"，短期可能会对市场造成一定的影响； 从长期来看新型电力系统建 设、双碳目标等对储能的需求并未发生重大变化，市场客户会更看重储能电站全生命周期的经济性； 智光电气倡导的级联型高压储能路线平均转换效率高（与低压方案高出6%以上） 、单机容量大、构网 能力强，全生命周期度电成本低，十分符合136号文之后配储需要。 2、公司目前的储能业务订单情况如何？ 文 | 中关村储能产业技术联盟 6月20日，智光电气披露公司《投资者关系管理信息20250619》，就136号文对储能市场的影响、公 司目前储能业务订单情况、公司投资建设的独立储能电站进展、公司海外业务布局及进展等问题予以回 复。 详情如下： 答：智光储能设备及系统集成业务在2025年以来保持了快速增长，截止目前分别在甘肃、广东、内 蒙 、 新 疆 、 河 北 、 浙 江 、 青 海 、 辽 宁 等 地 成 功 签 约 大 型 储 能 电 站 项 目 ， 中 标 / 签 约 项 目 规 模 超 4.4GWh，其中级联型高压直挂储能项目超过2.7GWh。 3、公司投资建设的独立储能电站进展如何 ...

证券代码：300664 证券简称：鹏鹞环保 鹏鹞环保股份有限公司 投资者关系活动记录表 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 名称与人 员姓名 国金证券王明辉 国金证券张君昊 国金证券唐雪琪 国金证券任建斌 海通证券资产管理李晨 长信基金黄振华 磐厚动量资本顾圣英 上海涌乐私募基金杨润泽 富安达基金路旭 时间 2025 年 06 月 24 日 16:00 -17:30 地点 上海市浦东新区陆家嘴环路 1288 号 上市公司 接待人员 姓名 陈伟锋先生 公司投资关系总监 投资者关 系活动主 要内容介 绍 主要交流内容： 一、未来 SAF 价格的走势判断。 答：SAF 市场目前慢慢趋向于供需博弈期，产能扩张节奏放缓， 产能有效利用率和实际的开工率根据市场价格波动上行。 据相关研报，随着欧盟落实 2025 年 2%的 SAF 掺混政策，SAF 需求增长，SAF 价格后续仍有涨价空间。SAF 需求增加有望推动 UCO 价格上涨，进而实现 UCO-HVO/SAF 全产业链景气上行。欧盟为实 现 ...

| | 全球 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 7.07 | | | | | | | | 2025年因商业模式重塑而创造的价值 | | | | | | | 北美 | 拉美 | 非洲 | 亚太 | 中东欧 | 中东 | 酸 | | 1.55 | 0.4 200000 | 0.15 | 2.98 AMAG | 0.46 | 0.3 12 | 1.23 | | 美国 | 英国 | 德国 | 印度 | 日本 | 巴西 | 中国 | | 1.21 | 0.19 | 0.24 | 0.33 | 0.12 | 0.13 | 1.66 | 近期，普华永道发布《循变演进，价值新生》报告，报告指出，在全球宏观格局加速演变之际，中国企 业正通过创新和优化运营模式在人工智能与气候变化双重挑战中开辟独特发展路径。不同于单纯的技术 应用和调整，中国企业的转型聚焦于运营体系重构和优化，将技术革新与可持续发展深度融入价值链核 心环节。 普华永道报告中提及，中国制造业中超3.1万家智能工厂应用AI，其中230余家工厂将产品研发周期平均 缩短28.4%，碳排放 ...

Core Insights - Industrial and financial collaboration is deepening to support the green transformation of private enterprises in China, as evidenced by the strategic partnership between Industrial Bank and the All-China Federation of Industry and Commerce [1][8] - The establishment of the National Private Enterprise Green Low-Carbon Development Alliance aims to enhance awareness and accelerate the green transition among enterprises, with Industrial Bank contributing its financial expertise [2][8] Group 1: Strategic Partnership - Industrial Bank has signed a strategic cooperation agreement with the All-China Federation of Industry and Commerce, becoming one of five commercial banks in the National Private Enterprise Green Low-Carbon Development Alliance [1] - The partnership focuses on providing financial support for the green transformation of private enterprises, leveraging Industrial Bank's expertise in green finance [1][2] Group 2: Financial Performance - As of the end of Q1 2025, Industrial Bank's green finance financing scale reached 23,181 billion yuan, with the balance of green loans exceeding 10,175 billion yuan [1][7] - The bank's efforts align with national goals for carbon reduction and environmental sustainability, demonstrating a commitment to supporting both emerging sectors and the green transformation of traditional industries [1][7] Group 3: Product Innovation - Industrial Bank has introduced innovative green financial products, such as Sustainable Development Linked Loans (SLL), which incentivize companies to meet sustainability performance targets [4][5] - The bank's local branches have tailored financial solutions to regional characteristics, promoting various types of linked loans that encourage low-carbon development [5][6] Group 4: Ecosystem Development - The alliance mechanism aims to create a community for green transformation, combining financial services with technology support and risk management [3][7] - Industrial Bank's initiatives reflect a shift from merely providing funding to fostering a comprehensive financial ecosystem that supports the green transition of enterprises [7][8] Group 5: Challenges and Future Directions - Despite progress, challenges remain in standardizing green project evaluation criteria and improving the quantification of environmental benefits [7] - The bank's localized approach to green finance emphasizes the need for targeted solutions that address specific regional needs, ensuring that financial support effectively reaches the real economy [7][8]

据新乡化纤总工程师、白鹭新材料研究院院长谢跃亭介绍，项目应用张锁江院士团队研发的离子液体法 再生纤维素纤维全流程工艺，制备出全新概念的离子液体法再生纤维素长丝，实现了全流程废水、废 气、固废零排放，溶剂回收率高达99%以上。 "项目的成功是基础研究到工业应用的一次重大跃迁，突破百年来化学纺长丝窠臼，首次实现了千吨级 产业化。"中国科学院过程工程研究所聂毅说，自2018年与新乡化纤开展合作以来，这条从实验室基础 研究、小试、吨级到百吨级、千吨级工程落地的道路，成功验证了"产业立题、企业出题、人才答题、 科技解题"协同机制的强大生命力。"首赛尔纤维凭借其优异性能和环保基因，必将赢得市场青睐，引领 绿色消费风潮。"谈及未来规划，聂毅告诉记者，"万吨级生产线正在路上。" 《中国化工报》记者了解到，研发团队历经10余年持续攻关，解决了离子液体设计制备、纤维素溶解机 理及纺丝工艺、离子液体回收及系统集成等系列科技难题，最终形成离子液体溶解纤维素及绿色纺丝新 技术，历经小试、吨级、百吨级示范，设计建成了世界首套千吨级生产线并成功投产。 中国纺织工业联合会副会长端小平获悉项目顺利开车后表示，该项目在全球范围内首次实现了离子液 ...

Core Viewpoint - Jiaao Environmental Protection has been investigated by the China Securities Regulatory Commission (CSRC) for suspected information disclosure violations, yet the company's stock price rose significantly, indicating market resilience despite regulatory challenges [1][3]. Company Overview - Jiaao Environmental Protection, established in January 2003, focuses on the research, production, and sales of environmentally friendly plasticizers, stabilizers, and biomass energy [10]. Recent Developments - On the evening of the 23rd, Jiaao Environmental announced it was under investigation by the CSRC for information disclosure violations, which led to a strong market reaction with the stock price initially rising nearly 7% before settling at a 4.74% increase [1][3]. - The company has faced regulatory scrutiny before, having received a warning letter from the Zhejiang Securities Regulatory Bureau in August 2024 for inaccuracies in its financial disclosures [5]. Financial Performance - In 2022, Jiaao Environmental reported a revenue of 3.211 billion yuan, a significant increase of 67.59% year-on-year, but incurred a net loss of 32.44 million yuan, marking a 131.79% decline in profitability [11]. - For 2023, revenue decreased to 2.666 billion yuan, down 16.98% year-on-year, but the company managed to achieve a net profit of 2.0888 million yuan, indicating a return to profitability [11]. - However, in 2024, the company faced further challenges with revenue dropping to 1.274 billion yuan, a decline of 52.23%, and a net loss of 36.7 million yuan, indicating a worsening financial situation [11]. - The first quarter of 2025 showed continued struggles, with revenue at 467 million yuan, down 6.59% year-on-year, and a net loss of 47.04 million yuan [12][15]. Market Context - The chemical products sector in A-shares has been active, which may have contributed to the stock price increase of Jiaao Environmental despite the ongoing investigation [1].

Core Viewpoint - JinkoSolar maintains a strong credit rating of AA+ with a stable outlook, reflecting its robust position in the global photovoltaic (PV) market and ongoing technological advancements [1][2] Group 1: Company Performance - JinkoSolar is projected to achieve a global PV module shipment of 92.87 GW in 2024, representing an 18.28% year-on-year increase, with N-type TOPCon modules accounting for 88% of shipments, showcasing its technological leadership [1] - The company has made significant R&D investments of 4.407 billion yuan, resulting in 679 new patents and a record battery efficiency of 34.22% for its TOPCon perovskite tandem cells [1] - JinkoSolar's vertical integration strategy is optimizing its cost structure, enhancing profitability amid fierce market competition [1] Group 2: Industry Outlook - The global energy transition is accelerating, with a projected 35% year-on-year increase in new PV installations, reaching 599 GW in 2024, driven by favorable policies and market demand [2] - China's "dual carbon" goals are leading to a favorable policy environment, with a long-term high demand outlook for the PV industry [2] - JinkoSolar's international revenue accounts for nearly 70% of its total, and the company is enhancing production efficiency and product quality through digital transformation [2] Group 3: Future Plans - JinkoSolar plans to achieve over 40 GW of high-power TOPCon capacity by 2025 and aims to enhance battery mass production efficiency to 27% [2] - The company is advancing its energy storage business with projects including a 12 GWh energy storage integration system and a 12 GWh energy storage cell project [2] - JinkoSolar's order backlog stands at $8.566 billion as of the end of Q1 2025, laying a solid foundation for future performance recovery [2]

Core Insights - The article emphasizes that the "dual carbon" goals present both challenges and opportunities for the chemical industry, with Saint Ao Chemical Technology Co., Ltd. positioning itself as a leader in sustainable development through green innovation [1]. Strategic Initiatives - Saint Ao Chemical has established a sustainable development committee and a low-carbon development working group, setting 73 responsibility goals and plans to integrate green development into its entire operational chain [2]. - The company has achieved a 20.8% reduction in carbon dioxide emissions per ten thousand yuan of output and a 27.03% decrease in comprehensive energy consumption by 2024 compared to 2020 [2]. Carbon Neutrality Goals - The company aims to achieve carbon neutrality by 2050, advancing its carbon reduction timeline by ten years, with a three-phase plan focusing on foundational actions, energy revolution, and technological innovation [3]. - By 2024, Saint Ao Chemical received a "platinum" rating in corporate social responsibility and ranked 7th among the top 20 green low-carbon development enterprises in China's fine chemical sector [3]. Industry Leadership - Saint Ao Chemical has influenced its core suppliers to upgrade their practices, showcasing its role as a leader in the industry [4]. Technological Innovations - The company focuses on green production processes, emphasizing energy conservation and environmental protection, and aims for near-zero waste in production [6]. - Saint Ao Chemical is advancing the use of biomass raw materials and developing non-toxic, low-toxicity, and recyclable products in the anti-aging agent sector [6]. Standard Setting - The company has led the establishment of several industry standards for rubber additives, reinforcing its position as a technical benchmark in the industry [7]. Collaborative Innovation - Saint Ao Chemical has developed a complete product matrix for high-end anti-aging agents and has successfully industrialized the production of key raw materials, mitigating supply chain risks [9]. Management Efficiency - The company has implemented lean management practices to optimize energy use and reduce carbon emissions, achieving over an 8% reduction in comprehensive energy consumption since 2025 [10]. Circular Economy Practices - Saint Ao Chemical has engaged in resource sharing and energy efficiency improvements within industrial parks, significantly reducing carbon emissions and energy consumption [11][12]. Renewable Energy Adoption - The company has increased its use of renewable energy, purchasing nearly 23,500 MWh of green electricity in 2024, resulting in a reduction of approximately 13,600 tons of carbon dioxide emissions [13]. Cultural Integration - The company integrates ecological concepts into its corporate culture, promoting environmental education and community engagement through various initiatives [14][15]. Conclusion - Saint Ao Chemical's comprehensive approach to green transformation, encompassing strategic planning, technological advancements, management efficiency, and cultural integration, serves as a model for the chemical industry's transition towards sustainability [16].

Group 1: Company Initiatives - China National Offshore Oil Corporation (CNOOC) is implementing a comprehensive green transformation across its operations, focusing on ecological restoration and sustainable development [1][5] - The company has launched multiple solar photovoltaic projects, including a 1.88 MW installation at the Basuo Port, generating over 2 million kWh annually, and a planned 3.89 MW expansion [2][4] - CNOOC's Daguikou Company has transformed its rooftop into a "roof power plant" with 17,575 solar panels, producing 3.6 million kWh of clean energy and reducing carbon emissions by nearly 2,000 tons [6][8] Group 2: Environmental Impact - The initiatives at Basuo Port are expected to reduce carbon emissions by over 10,000 tons annually through the transition to LNG fueling for vehicles and the implementation of electric loading systems [4][5] - The Daguikou Company's solar project has led to a 12% reduction in carbon footprint intensity, showcasing the effectiveness of integrating renewable energy into operations [8][12] - CNOOC's efforts in VOCs treatment at the Fudao Company have achieved a removal efficiency of over 97%, significantly lowering harmful emissions [9][11] Group 3: Ecological Restoration - CNOOC's Huhe Company has successfully rehabilitated 19 hectares of abandoned mining pits into thriving ecological forests, utilizing waste materials from production processes [15][17] - The collaboration between Huhe Company and local government has resulted in a cost-effective solution for waste disposal while enhancing local environmental quality [16][17] - The ecological restoration efforts have transformed previously unusable land into recreational areas for the community, demonstrating the company's commitment to sustainable practices [17][19]

Haber-Bosch法合成氨存在高能耗、高碳排放等问题。在"双碳"目标与可持续发展需求驱动下，亟须开 发高效、低碳、低能耗的绿氨合成新途径。 褚克介绍说，自2024年起，其团队开启了等离子体—电催化技术用于高值化学品绿色合成的全新策 略。"基于长期积累、扎实研究基础，我们不断在交叉学科领域寻找突破口，开辟了等离子体与电催化 技术融合的绿氨合成新路径。"褚克谈道，该研究将等离子体与电催化技术深度交叉融合，兼具氮源绿 色化、反应高效化和工艺节能化三重优势，契合国家"双碳"目标与可持续发展需求，为解决当前氨电合 成效率低或间接碳排放问题提供了创新方案。同时，该路径可为其他电催化反应提供借鉴，并有望发展 成为含氮高值化学品绿色合成的普适性工艺。 谈及取得的成果，褚克说："我们团队成员来自多学科领域，这样的多学科背景不仅丰富了我们的研究 视角，也容易碰撞出更多的创新思路，这是我们在科学研究过程中能够持续取得创新突破的关键所 在。"据悉，褚克教授组建的"先进纳米材料与能源催化"团队现有8名青年教师和30余名博士、硕士研究 生，团队研究骨干拥有材料科学、物理化学、环境科学等多学科研究背景，充分体现了学科交叉融合的 团队特 ...