证券代码：002789 证券简称：*ST建艺 深圳市建艺装饰集团股份有限公司 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年度业绩说明会的投资者 | | | 时间 | 2025年05月12日 15:00-17:00 | | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | | 副董事长 郭伟 | | | | 董事兼总经理 张有文 | | | 上市公司接待人员姓名 | 独立董事 顾增才 | | | | 财务负责人 高志强 | | | | 董事会秘书 钟孟光 | | | | 1.公司增收不增利的主要原因是什么？ 答:尊敬的投资者，您好！2024年度公司各板块业务拓展良 | | | 投资者关系活动主要内容 | 好，营业收入比上年同期有所增长，但由于行 ...

Core Viewpoint - The company is preparing for its 2024 Annual General Meeting, scheduled for May 22, 2025, focusing on various proposals including financial institution credit applications and executive compensation plans [1][2]. Group 1: Meeting Details - The Annual General Meeting will be held on May 22, 2025, with a registration date of May 16, 2025 [1]. - The meeting will utilize the Shanghai Stock Exchange's online voting system, with specific voting times outlined [1]. - The agenda includes the announcement of the meeting's start, review of various proposals, and voting on key issues [1]. Group 2: Financial Performance - The company achieved a net profit of 212.36 million yuan in 2024, representing a year-on-year growth of 4.89% [2]. - The total equity attributable to shareholders increased by 4.41% to 4.16 billion yuan compared to the beginning of the year [2]. Group 3: Strategic Initiatives - The company is implementing a "one vertical, one horizontal" development strategy, focusing on providing low-carbon energy solutions and enhancing brand presence [8][9]. - The company aims to become a leading provider of low-carbon energy systems for industrial and commercial sectors while also promoting low-carbon living solutions for consumers [8][9]. Group 4: Market and Brand Development - The company has invested in brand building through high-profile advertising campaigns and participation in major events, enhancing brand visibility [10][11]. - The company has received multiple awards and recognitions, solidifying its position as a leader in the clean energy and kitchen appliance sectors [10][11]. Group 5: Research and Development - The company is focused on continuous innovation in air-source heat pump technology and has made significant advancements in energy efficiency and product performance [13][15]. - The establishment of a zero-carbon experimental building marks a milestone in the company's commitment to technological innovation and sustainable development [12][13]. Group 6: Production and Operations - The company has expanded its production capacity with new assembly lines and facilities, enhancing its operational efficiency [16][17]. - The company is adopting smart manufacturing practices to improve production automation and management digitalization [17]. Group 7: Human Resources and Talent Development - The company is actively building a talent pipeline and fostering a culture of continuous learning and development among its workforce [17]. - Initiatives include training programs and a structured career development path for employees [17]. Group 8: Industry Trends and Future Outlook - The solar thermal utilization industry is expected to grow, driven by technological advancements and increased government support for clean energy [26][27]. - The air-source heat pump market is projected to expand significantly, with a focus on meeting global energy transition goals [27][28]. - The kitchen appliance sector is recovering, supported by policies promoting the replacement of old appliances and increasing consumer demand for high-quality, smart products [29].

《电动汽车车载动力电池耐久性要求及试验方法 第1部分：轻型汽车》（征求意见稿）的主要内容除 前言外包括：范围、规范性引用文件、术语和定义、总体要求、SOCE 精度验证试验、虚拟里程精度验证 试验、在用车符合性，共七章，以及附录A（规范性）电动汽车车载动力电池老化衰减方法；附录B（规 关于征求《电动汽车车载动力电池耐久性要求及试验方法 第1部分：轻型汽车》推荐性国家标准意见的 函 关于进一步优化机动车环境监管的意见 点 击 蓝 字 关 注 我 们 本文全文共 4741 字，阅读全文约 15 分钟 关于征求《电动汽车车载动力电池耐久性要求及试验方法 第1部分：轻型汽车》推荐性国家标准意 见的函 5月9日，全国汽车标准化技术委员会电动车辆分会公布"关于征求《电动汽车车载动力电池耐久性要 求及试验方法 第1部分：轻型汽车》推荐性国家标准意见的函"。 函告称，由全国汽车标准化技术委员会电动车辆分技术委员会组织起草的《电动汽车车载动力电池耐 久性要求及试验方法 第1部分：轻型汽车》推荐性国家标准已形成征求意见稿。现提交公示，广泛征求意 见。征求意见截止日期：2025年7月8日。 范性）OBD 接口传输数据清单；附录C（规 ...

构建"煤炭清洁转化—高端材料制造"产业闭环 中化新网讯 5月9日，记者从新奥天然气股份有限公司了解到，该公司开发的粉煤加氢热解联产芳烃和 甲烷技术(以下简称粉煤加氢热解技术)在新疆即将落地转化，建设大规模的煤炭分质分级转化利用项 目，以实现新疆地区丰富煤炭资源的清洁、高效、综合利用。 据该技术开发负责人周三介绍，粉煤加氢热解技术是一种新型粉煤分级分质利用技术，融合了煤制气和 煤制油的优势，既能获得高附加值轻质芳烃，又能副产天然气。该技术需要煤粉与氢气在中温 (800℃~1000℃)和高压(5~10兆帕)的条件下，发生快速加氢热解反应、挥发分二次裂解反应以及活性半 焦的加氢反应，最终生成高附加值轻质芳烃、甲烷和清洁半焦。 据介绍，该技术在完成中试验证并积累了大量试验数据的基础上，实现了煤粉高压氢气密相输送、高温 高压氢氧燃烧对撞喷嘴、加氢热解炉、粗煤气干法油尘分离及废锅余热回收等关键技术的开发与工程放 大；在内蒙古达拉特旗建成400吨/天加氢热解工业示范装置，并于2024年对该装置进行优化，完成二代 热解炉和排焦等核心系统的升级改造。 采用该技术，新奥天然气股份有限公司已在新疆规划建设多个百万吨级煤炭分质分级转 ...

截至2025年4月20日，141家钢铁企业全过程完成超低排放改造，涉及粗钢产能约5.91亿吨；47家钢铁企业部分完成超低排放改造，涉及产能约 1.69亿吨。同时专家表示，今年以来钢铁行业推进"双碳"战略进程中，以再生钢铁原料替代铁矿石生产的工艺革新已显现显著成效——相较于 传统铁矿冶炼，该技术可减少67%以上的二氧化碳排放。我国钢铁产业正在从"资源—产品"线性模式向"资源—产品—再生资源"闭环转型。 中国钢铁工业协会秘书长 姜维：当前我国钢铁行业正处于转型升级的攻坚期，绿色低碳发展的关键期，国际竞争格局重塑的窗口期，以经济 效益增长和高质量发展的确定性应对外部环境的不确定性，推动行业运行稳中有进持续向好。 同时，专家表示在全球经济增长动能偏弱、地缘政治冲突不断、贸易摩擦加剧的背景下，钢铁行业面临外部环境的不稳定性、不确定性将有所 上升。 141家钢铁企业全过程完成超低排放改造 央视网消息：记者从中国钢铁工业协会了解到，今年一季度，我国钢材产量超过3.5亿吨，同比增长6.1%。钢铁行业生产经营基本稳定。 【今年年底】重点区域钢铁企业超低排放改造将基本完成 数据显示：一季度，全国粗钢产量 2.59 亿吨，同比增长 ...

Core Insights - The hydrogen fuel cell combined heat and power (HFC-CHP) system is a crucial development in clean energy technology, achieving over 90% overall energy utilization efficiency, significantly outperforming traditional energy systems [1][10][6] - The industry is in its early stages of commercialization, but driven by policy support and technological advancements, market applications are accelerating [15][10] - Notable projects have been launched in 2024, including the first 2MW hydrogen fuel cell CHP demonstration project in China, showcasing significant breakthroughs in the efficient utilization of industrial by-product hydrogen [15][1] Industry Overview - The HFC-CHP system integrates hydrogen fuel cell technology to simultaneously generate electricity and heat through electrochemical reactions, with various types categorized by electrolyte types, including PEMFC, SOFC, and MCFC [8][4] - The system consists of four main components: hydrogen source generator, power generation device, power electronics, and waste heat storage system [4] Market Dynamics - The Chinese hydrogen fuel cell CHP industry has developed a comprehensive ecosystem, focusing on domestic production of key materials and components, system integration, and diverse applications across industrial parks, commercial buildings, and residential communities [8][10] - The market size of China's hydrogen fuel cell industry grew from 1.63 billion yuan in 2019 to 3.93 billion yuan in 2023, with a compound annual growth rate of 24.61% [13] Competitive Landscape - The domestic market is characterized by a tiered competition structure, with leading companies like Qingneng Co. and Jie Hydrogen Technology dominating industrial applications, while others focus on commercial scenarios [17] Development Trends - The hydrogen fuel cell CHP technology is expected to become a vital part of China's energy system, supporting carbon peak and carbon neutrality goals [19] - There is a trend towards diversified applications, with innovations like "hydrogen communities" and "zero-carbon buildings" emerging in the residential sector [21][22] - Industry consolidation is accelerating, with major energy companies pursuing mergers and partnerships to enhance capital and technological synergies, leading to a shift from fragmented competition to a more integrated market [23]

Core Viewpoint - The Southern Power Grid Shenzhen Power Supply Bureau has released its first sustainable development report, marking its 14th consecutive year of social responsibility reporting, and has received the highest "five-star" rating for the second consecutive year, demonstrating its leadership in social responsibility disclosure within the industry [1]. Group 1: Sustainable Development and Innovation - The report focuses on stakeholder needs and highlights the bureau's efforts in environmental, social, and corporate governance, as well as its management practices in implementing the "dual carbon" strategy, enhancing the business environment for electricity, ensuring safe and stable power supply, customer service, employee care, and community service [1]. - In 2024, the bureau aims to establish itself as a benchmark for virtual power plant management, technology, and application, launching the Shenzhen Virtual Power Plant Management Cloud Platform 3.0, which is the largest in the country [1]. Group 2: Achievements and Recognition - The bureau has facilitated the trading of over 17 million green certificates, leading in transaction volume among cities in the Southern Power Grid region, and has invested in the construction of 21 ultra-fast charging stations as part of Shenzhen's "supercharging city" initiative [1]. - In 2024, the bureau has built 11 high-quality power supply leading areas, achieving world-leading average customer outage times and maintaining high customer satisfaction ratings, while successfully responding to significant rainfall challenges [2]. - The bureau has been recognized as a "benchmark enterprise" in the national state-owned enterprise reform "Double Hundred Action" for three consecutive years and has been rated as a comprehensive benchmark enterprise by Southern Power Grid in 2024 [2].

内容概要：储能升压站作为构建新型电力系统的关键枢纽设备，正在经历从单一并网功能向"多能协同 +智能调控+电网支撑"的多元化价值跃升。在"双碳"战略目标的强力驱动下，随着《新型电力系统发展 蓝皮书》等顶层设计文件的落地实施，储能升压站已发展成为解决可再生能源高比例消纳难题、增强电 网灵活调节能力的战略性基础设施。在政策红利释放和技术迭代加速的双重推动下，中国储能升压站市 场规模呈现指数级增长态势，预计2025年将突破500亿元大关，年复合增长率有望保持在40%以上。 上市企业：中国能建（601868.SH）、阳光电源（300274.SZ）、许继电气（000400.SZ）、科华数据 （002335.SZ）、海博思创（688411.SH）、中天科技（600522.SH）、特变电工（600089.SH） 相关企业：中国能源建设集团有限公司、南京南瑞继保电气有限公司、深圳三晖能源科技有限公司、华 为数字能源技术有限公司、明光鸿远新能源科技有限公司 关键词：储能升压站、储能升压站产业链、储能升压站行业政策、储能升压站发展现状、储能升压站市 场格局、储能升压站发展趋势 一、储能升压站行业相关概述 储能升压站是将储能系统与升 ...

面对投资者关心的市值管理问题，公司经营层表示，高度重视以企业价值为核心的市值管理，依法合规 运用市值管理工具。同时，公司将不断优化技术创新能力，增强公司核心竞争力，努力提升经营规模和 经营质量，回报全体股东。 在战略布局方面，公司确立了"能源资产+能源服务"的双轮驱动发展模式。公司经营层表示，未来五年 公司将重点打造以能源服务为核心的业务协同生态，目标是实现能源服务收入占比突破50%。在能源资 产管理领域，公司积极探索负荷预测、价差套利等增值运营场景，构建"物理资产运行保底收益+市场化 服务弹性收益"的双重收益结构。在综合能源服务方面，公司正全力拓展虚拟电厂、能源交易、节能改 造等业务，打造第二增长曲线。目前，公司在江苏省虚拟电厂可调负荷规模已达550MW，占省内实际 可调负荷规模的30%，展现出较强的市场竞争力。 技术创新是公司发展的重要驱动力。公司经营层指出，公司与蚂蚁数科合作推出了"EnergyTS能源电力 时序大模型一体机"，在光伏场景测评中，该模型发电量预测准确率显著超越国际主流产品。此外，双 方还成功发行了国内首单光伏绿色资产RWA(现实世界资产)，开创了"绿产"变"绿金"的融资新模式。这 些创新 ...