围绕优化水务领域营商环境、提升水行政许可审批效率，青岛市行政审批服务系统重大项目"金牌团 队"对重点项目采用"一对一"对接方式，系统建立"全程跟踪、紧盯需求、专员跟进、专班服务、协同联 动"服务流程，及时跟进项目进度。近期，青岛市行政审批局紧盯项目申报中关键环节、难点堵点，通 过"多评合一""提级审批""并联审查"等服务方式，不断减材料、减时限、减环节，为项目单位提供"一 站式"办理服务，实现评审次数减少70%，评审费用节约50%，企业跑动次数减少70%的服务效应，助力 官路水库输配水工程（一期）项目、荣潍高速等一批省市重点项目刷新建设"进度条"，跑出水行政许 可"加速度"，获得建设单位一致好评。 "我们已经做好这个项目要跑四五个地方申报的准备，没想到青岛市行政审批局一次就给我们办好 了。"国网山东省电力公司项目经理任永一说。任永一提到的项目是烟威1000千伏特高压交流输变电工 程（青岛段）跨河工程，由于项目建设涉及市区两级管理的39条河道、73处跨河点位，4月29日至30 日，青岛市行政审批局主动为建设单位提供"提级审批"服务，将原本需要到青岛市行政审批局、西海岸 新区审批局等5个审批部门分别办理的洪水影响 ...

Group 1 - The world's largest high-temperature superconducting energy storage device is under construction in the Cuiheng New District of Zhongshan, which is a key demonstration project of the national R&D plan for high-performance superconducting materials and magnetic energy storage applications [2] - This high-temperature superconducting energy storage technology is crucial for building a new power system in China and achieving the goals of "carbon peak and carbon neutrality" [2] - The project is located next to the 110kV Binhai Substation and consists of key components such as superconducting magnets, low-temperature refrigeration systems, inverters, and monitoring systems, with a maximum output power of no less than 5 megawatts and a storage capacity of no less than 10 megajoules [2] Group 2 - To meet the demand of enterprises and reduce electricity operating costs, Zhongshan Power Supply Bureau collaborated with top domestic teams to tackle challenges in the large-scale application of high-temperature superconducting materials and system integration, resulting in the development of the "high-temperature superconducting energy storage device" [3] - The high-temperature superconducting magnetic energy storage features include lossless operation and rapid response, achieving millisecond-level response times, which is over ten times faster than traditional chemical energy storage [3] - The project is expected to be completed and put into operation in November this year, becoming a "green energy bank" for Zhongshan, playing a significant role in stable electricity operation and emergency support for renewable energy consumption [3]

看增绿扩绿，两个25%十分亮眼：目前我国森林覆盖率超过25%，贡献了约25%的全球新增绿化面积。 初夏时节，北京正阳门迎来"老朋友们"——北京雨燕。三维扫描巢穴，留出原有进出通道……此前正阳 门修缮者为雨燕营造一方栖居天地的故事，丰富着北京中轴线这一世界遗产的内涵，也凸显城市的生态 底色、发展温度。 4月28日，2025碳达峰碳中和绿色发展论坛在北京举行。政府官员、企业代表、专家学者济济一堂，共 享落实"双碳"行动的经验成果，碰撞推进美丽中国建设的创新思考。 一个折射生态保护的行动，一次彰显低碳发展智慧的汇聚，两件看似关系不太大的事，共同照映出中国 走生态优先、绿色发展之路的生动实践。 今年是"绿水青山就是金山银山"理念提出20周年，也是"双碳"目标提出5周年。习近平主席向气候和公 正转型领导人峰会发表致辞指出："中国是世界绿色发展的坚定行动派、重要贡献者"。这句话，不仅有 时光的见证，更有硕果的积累。 看能源转型：截至今年3月底，我国风电光伏发电装机达14.82亿千瓦，历史性超过火电装机；建成全球 最大、最完整的新能源产业链，为全球贡献了80%以上的光伏组件和70%的风电装备…… 绿色步伐铿锵，催生发展质变 ...

2024 年 中国伺服电机市场 - 研究简报 - 1 二. 宏观环境分析 2024 年中国工业经济发展概况 2024 年中国伺服电机行业政策环境 *目标产品：伺服电机(不包括控制器和驱动器等) 报告说明： 一.内容摘要 四. 需求结构分析 2024 年中国伺服电机整体市场需求结构分析 2024 年中国伺服电机细分市场需求结构分析 五. 附录 2024 年中国电机进出口情况 2024 年中国伺服电机市场招投标项目投资情况 2 内容摘要： 2024 年中国伺服电机行业市场规模 2023 年中国伺服电机进出口情况 三. 竞争格局分析 2024 年中国伺服电机整体市场竞争格局 2024 年中国伺服电机细分市场竞争格局 2024 年，国际局势依然复杂多变，全球经济复苏步伐放缓，地缘政治冲突和贸易保护主义 加剧，国内经济运行面临需求不足、部分企业面临生产经营困难等挑战，但国内总体经济在 政策支持和结构调整中稳步前行。2024 年国内生产总值（GDP）达到 134.9 万亿元，同比增 长 5.0%，增速较 2023 年略有下降。 2024 年，中国工业经济顶住压力，保持平稳向好态势，2024 年全年投资总额约 17.0 万 ...

Group 1: Oil and Gas Industry Overview - In 2024, global oil prices are expected to fluctuate significantly, while China's crude oil production is projected to increase and imports to decrease, stabilizing the import structure [2] - China's refined oil consumption is experiencing a dual decline due to the rapid development of new energy sources, with gasoline consumption decreasing by 1.25% and diesel by 4.86%, while aviation kerosene consumption is rebounding with a 5.06% increase [3] - The global oil market is influenced by geopolitical changes, supply-demand relationships, and monetary market fluctuations, with expectations of a downward trend in oil prices by 2025, averaging between $55 and $75 per barrel [4] Group 2: Natural Gas Sector Growth - China's natural gas production is expected to reach 246.37 billion cubic meters in 2024, marking a 6.2% year-on-year increase, with consumption also rising by 8% to 424.42 billion cubic meters [5] - The natural gas industry is rapidly developing under the "dual carbon" goals, with a focus on optimizing the gas usage structure and energy structure [6] - The long-term outlook for natural gas indicates stable growth, with an emphasis on expanding its use across various sectors to support a clean and efficient energy system [6] Group 3: Transition to Low-Carbon Economy - The global energy landscape is undergoing a significant transformation towards clean energy, with China leading in the deployment of renewable energy sources such as solar and wind [7][8] - In 2024, China's solar power capacity reached 878.7 million kilowatts, with a year-on-year growth of 45.65%, while wind power capacity reached 520 million kilowatts, accounting for approximately 45.6% of global capacity [8] - The development of carbon capture and storage (CCS) technologies is crucial for achieving carbon neutrality goals, with increased investment expected in these technologies by 2025 [9]

Core Insights - In 2024, China's refined oil market is experiencing significant changes, with fuel consumption in the transportation sector reaching its peak earlier than expected, leading to a transition from growth to decline in gasoline consumption [1][5] - The demand for refined oil is projected to continue declining in 2025, with an expected trend of "two declines and one increase" in consumption [1][25] Group 1: Refined Oil Consumption Trends - In 2024, the total refined oil consumption in China is estimated at 358.9 million tons, a decrease of 2.8% from the previous year, with gasoline and diesel consumption both declining [1][2] - Gasoline consumption is projected to decrease by 2.0% to 152 million tons, while aviation kerosene consumption is expected to grow by 13.0% [1][6] - Diesel consumption is anticipated to drop significantly, with a decline of 6.5% to 168 million tons, marking the largest decrease in recent years [12][22] Group 2: Impact of New Energy Vehicles - The rapid development of new energy vehicles (NEVs) is a key factor driving the decline in gasoline consumption, with NEV sales reaching 12.87 million units in 2024, accounting for 40.9% of the market [6][8] - The shift towards NEVs is further supported by government policies promoting the scrapping of old gasoline vehicles, which is expected to peak in 2024 [8][23] Group 3: Aviation Fuel Demand - Aviation kerosene consumption is projected to reach 39 million tons in 2024, reflecting a growth of 13% compared to the previous year, driven by increased domestic and international air travel [9][32] - The number of flights and passenger transport volume is expected to rise, contributing to the robust growth in aviation fuel demand [9][11] Group 4: Diesel Consumption Challenges - Diesel consumption is facing multiple pressures, including a slowdown in infrastructure investment and a decline in the real estate sector, leading to a significant drop in demand [12][34] - The increasing adoption of alternative fuels, such as liquefied natural gas (LNG), is further exacerbating the decline in diesel consumption, with LNG heavy truck sales experiencing a 15% increase in 2024 [13][15] Group 5: Refining Industry Adjustments - The refining industry in China is undergoing structural adjustments, with new refining capacities being introduced while older facilities are being shut down, resulting in a slight increase in total refining capacity to 923 million tons per year [16][18] - The export of refined oil is expected to decline due to reduced demand and lower export tax rebates, with actual export volumes decreasing by 527,000 tons in 2024 [19][22] Group 6: Policy Impacts - Government policies aimed at promoting the replacement of old vehicles and encouraging the use of new energy vehicles are expected to accelerate the transition towards a greener transportation sector [23][24] - The introduction of the "2024-2025 Energy Saving and Carbon Reduction Action Plan" is anticipated to further suppress diesel consumption and promote the adoption of cleaner energy alternatives [24][34] Group 7: Future Outlook - The refined oil market in China is expected to continue facing challenges in 2025, with overall consumption projected to decline to 345 million tons, reflecting ongoing structural adjustments and the impact of alternative energy sources [25][26] - The aviation fuel demand is likely to remain the only segment showing growth, while gasoline and diesel consumption will continue to decline [31][32]

转自：前瞻产业研究院 行业主要上市公司：天山铝业(002532)、明泰铝业(601677)、中国铝业(601600)、南山铝业(600219)、云 铝股份(000807)、新疆众和(600888)、神火股份(000933)、宏创控股(002379)、东阳光(600673)等 本文核心数据：铝加工行业上市公司营业收入、铝加工行业上市公司铝加工业务占比等 1、铝加工产业上市公司汇总 @ 前瞻经济学人APP 各公司公告 图表1:中国铝加工产业上市公司汇总(一) 产业链环节 公司简称(股票代码) 要点 关联度 中国铝业(601600) 中国铝行业龙头集团 ★★★★ 云铝股份(000807) 主营电解铝、铝加工制品的大型铝业集团 *** 有色金属行业转型成功案例 ST 盛屯 (600711) ★★★★ 开发国内外以铝、锌为主的有色金属资源 中色股份 (000758) ★★ 形成完善的煤电铝材产业链 神火股份 (000933) ★★★ 涵盖上游氧化铝和下游深加工的国内最为完整的铝产 上游企业 南山铝亚 (600219) ★★★ 业链条 特变电工(600089) 开发西非国家氧化铝项目 ★★ 年电解铝产能 42 万吨 焦作 ...

Core Viewpoint - The rural waste management market in China is expanding due to increasing waste generation, with a per capita daily waste production of 0.86 kg, growing faster than urban areas. The market size reached 302.7 billion yuan in 2024, reflecting a year-on-year growth of 7.19% [1][13]. Industry Overview - Rural waste management involves the classification, collection, transportation, and disposal of waste generated by rural residents, aiming for reduction, resource recovery, and harmless treatment. The main model is "household classification, village collection, town transportation, county processing," but some areas still rely on simple landfilling or open burning, leading to secondary pollution [2][5]. Industry Development History - The industry has evolved through four stages: 1. Self-consumption period before 2003, where waste was managed naturally [5]. 2. Governance initiation from 2003 to 2007, with the introduction of centralized waste management [5][6]. 3. Pilot promotion from 2008 to 2014, where waste classification began to be implemented [6]. 4. Special governance period from 2015 onwards, with systematic deployment of rural waste management strategies [6]. Industry Chain - The upstream of the rural waste management industry includes waste generation, waste treatment equipment, and technology research and services. The midstream involves waste processing, while the downstream applications include environmental protection, energy, and agriculture [8]. Market Size - The rural waste management market is driven by the increasing waste generation and supportive government policies. The market size in 2024 is projected at 302.7 billion yuan, with a growth rate of 7.19% [1][13]. Key Enterprises - Leading companies in the rural waste management sector include: - **Huanlan Environment**: Offers integrated waste management solutions and operates numerous waste-to-energy projects [15][17]. - **Fuchun Environmental**: Focuses on waste-to-energy projects, effectively addressing rural waste issues [19]. - **China Everbright International**: Engages in various waste management sectors, promoting standardized and professional development [17]. - **Weili Environmental**: Specializes in leachate treatment and landfill restoration, contributing to rural ecological improvements [17]. Industry Development Trends 1. **Technological Upgrades and Resource Utilization**: The industry is moving towards more environmentally friendly and efficient circular economy practices, with waste-to-energy and resource recovery becoming mainstream [21]. 2. **Diversified Operation Models and Market Transformation**: The shift from government-led to multi-stakeholder management is expected, with increased participation from social capital [22]. 3. **Full-Chain Control and Digital Transformation**: Emphasis on comprehensive management from waste generation to processing, utilizing digital tools for improved efficiency and quality [23].

Core Viewpoint - The company, Chengbang Ecological Environment Co., Ltd., reported a negative net profit for 2024 and will not distribute cash dividends or issue bonus shares, focusing on optimizing its business structure and expanding into the semiconductor storage sector [1][3]. Company Overview - Chengbang Ecological Environment Co., Ltd. operates in two main business segments: ecological environment construction and semiconductor storage [2][9]. Ecological Environment Construction Business - The Chinese government has set ambitious goals for carbon neutrality by 2060, which presents growth opportunities for the ecological environment sector. However, local government financial constraints due to the real estate downturn have led to reduced investments in municipal landscaping projects, impacting project settlement and revenue [3][10]. - The company holds various construction qualifications, including first-class qualifications in municipal public works and environmental engineering, and has established a strong reputation in the Yangtze River Delta region [3][31]. Semiconductor Storage Business - The global semiconductor industry is projected to reach $627.6 billion in 2024, with the storage market expected to grow by over 81% year-on-year, reaching $167 billion, accounting for 26.61% of the total semiconductor market [5][6]. - The rapid development of AI models is driving increased demand for storage, with AI servers requiring significantly more DRAM and NAND than standard servers [6]. - The domestic market for NAND and DRAM is still developing, with current market shares of 4.1% and below 5%, respectively. However, advancements in technology and government support are accelerating the localization process [7]. - The demand for storage capacity and performance is rising due to the upgrade of terminal devices and the growth of data generation, which is expected to reach nearly 400 ZB by 2028 [8]. Business Strategy and Development - The company aims to develop a dual business model focusing on ecological environment construction and semiconductor storage, enhancing its core competitiveness and industry position [4][33]. - The company has made strategic adjustments, including the divestment of underperforming subsidiaries to optimize resource allocation and improve operational efficiency [29][30]. Financial Performance - The company reported a negative net profit for 2024, leading to the decision not to distribute dividends or issue bonus shares [1][3]. - The company is focused on improving cash flow management and cost control to navigate the complex market environment [28][32].

Core Viewpoint - The news highlights the vigorous construction and investment activities in the Hanjin Banner of Ordos City, focusing on multiple projects aimed at promoting high-quality development and sustainable economic growth in the region [3][5][7]. Group 1: Project Developments - The "Lai De Environmental Protection" project, with an annual capacity of 100,000 tons, is under construction in the Dongguitala Industrial Park, expected to generate an annual output value of 250 million yuan and contribute 10 million yuan in taxes [3]. - The "Hanjin Banner Desertification Control and Wind-Solar Integration Project" has a total investment of 4.3 billion yuan, with a planned capacity of 1,000 MW for solar energy and aims to restore 120,000 acres of desertified land [5]. - The "Potato Deep Processing Industrial Park" by Inner Mongolia Baiken Agricultural Technology Co., Ltd. is accelerating construction, aiming to modernize and enhance the local agricultural industry [7]. Group 2: Economic Impact - The Lai De Environmental Protection project is expected to create 30 new jobs, enhancing local employment opportunities [3]. - The Wind-Solar Integration Project is projected to generate an additional annual output value of 380 million yuan, contribute 24.75 million yuan in taxes, and supply approximately 1.8 billion kWh of green electricity annually, saving 600,000 tons of standard coal and reducing CO2 emissions by 1.65 million tons [5]. - Hanjin Banner plans to implement 132 key projects in 2025 with a total investment of 77.62 billion yuan, aiming to complete over 20 billion yuan in investments within the year [7].