Core Viewpoint - The "Six Zero Green Building Materials Day" serves as a reminder for the industry to focus on low-carbon goals and showcases green achievements while promoting communication between the industry and the public [1] Group 1: Green Transformation Initiatives - Over 80 cement clinker production lines have completed ultra-low emission transformations, significantly reducing pollutant emissions [2] - The development of 89 alternative fuel projects has increased the utilization rate of industrial waste as fuel to 88.25%, surpassing international standards [2] - Cement kilns are now functioning as "urban purifiers," processing nearly 100 million tons of waste annually, equivalent to managing the yearly waste of a mega city [2] Group 2: Energy Transition - In 2024, the comprehensive energy consumption per ten thousand yuan of output decreased by 10.3%, while green energy supply increased by 105.66% [2] - The number of photovoltaic power generation enterprises reached 116, with installed capacity and power generation increasing by 81.53% and 40.31% respectively [2] - Alternative fuels such as waste tires and straw are now being utilized in cement production [2] Group 3: Carbon Management - Key targets for comprehensive energy consumption and carbon dioxide emissions have already met the 2025 expectations [2] - The establishment of a carbon management system has shown initial success, with companies receiving the first carbon management certification in their respective industries [2] Group 4: Digital Empowerment - A public service platform for carbon peak and carbon neutrality in key raw material industries has been launched, providing professional services for green low-carbon product development [2] - A digital carbon management platform has been created to manage carbon emission sources, ensuring comprehensive data sharing [2] Group 5: Future Directions - The company aims to focus on carbon reduction, pollution reduction, green expansion, and growth, exploring collaborative carbon reduction across the industry chain [3] - Emphasis will be placed on technological breakthroughs, platform sharing, and mechanism promotion to advance the modern industrial system of inorganic non-metallic materials towards intelligence, greenness, and integration [3]

为深入贯彻落实中央金融工作会议精神以及新"国九条"有关要求，更好地搭建上市公 司和投资者沟通交流平台，引导投资者理性认识沪市上市公司投资价值、树立积极行权 意识，上交所持续组织开展"我是股东"投资者走进上市公司活动。2025年，"我是股 东"活动主题持续开展中。 为推动投资者树立股东意识，增进投资者对沪市优质上市公司及相关行业的了解，协助 构建投资者与上市公司面对面交流机制，提升金融服务实体经济效率和水平，促进上市 公司高质量发展，2025年5月27日，上海证券交易所（简称"上交所"）联合申万宏源 证券组织开展"我是股东"走进沪市上市公司活动，带领投资者走进广州发展集团股份 有限公司（证券简称：广州发展，证券代码：600098）。 本次活动由上交所和申万宏源证券投教基地主办，申万宏源证券广州珠江西路营业部和 广州发展承办，共吸引广州、深圳、东莞地区20余名机构投资者和高净值客户积极参 与，以创新形式为投资者提供投教新体验，推动走进上市公司活动走深走实。 活动现场，投资者在投资者关系部总经理、证券事务代表姜云女士的陪同下，参观了属 下燃气集团调度中心和新能源生产运营中心 燃气集团工作人员向投资者介绍广州发展燃气 ...

活动现场 供图 成都市绿色低碳发展协会 作为全国首个将再生资源交易与碳普惠深度融合的创新平台，"再易通"依托四川联合环境交易所在环境 权益交易方面的专业优势和良好的市场影响力，针对传统交易"信息孤岛、非标定价、信任缺失"三大痛 点，首创再生资源与企业碳账户联动模式。根据《中国再生资源回收行业发展报告》数据，2024年，全 国再生资源回收总量约为4.01亿吨，回收总额达1.34万亿元。"再易通"不仅是商业模式的创新，更是践 行绿色发展理念的生动典范，通过促进再生资源的高效流通与利用，提高资源回收利用率，减少原生资 源开采，从而降低碳排放，为实现国家"双碳"目标贡献力量。 6月13日，全国首个由国家备案交易场所搭建的再生资源交易平台——四川联合环境交易所"再易 通"（以下简称"再易通"）正式开市。上线首笔成交废塑料22.965吨，成交金额86519.75元，经测算可减 少CO2排放29.85吨，标志着全国首创的再生资源交易与碳普惠深度融合平台成功落地。"再易通"以区 块链技术为底层支撑，构建起独具特色的"5+2+1"服务体系，以数智化交易模式替代传统交易模式，引 领再生资源行业迈入"数字化流通+绿色价值转化"的全 ...

近期，由水电水利规划设计总院编制的《中国可再生能源发展报告2024年度》（以下简称《报告》）发 布。 《报告》显示，2024年全国可再生能源发电装机创历史新高，占全球可再生能源新增装机六成以上，预 计今年全年风电光伏发电装机将再新增2.8亿千瓦。随着新能源占比越来越高，如何又好又快发展备受 业内外关注。 装机量实现大幅增长 新能源装机大幅增长，进一步巩固了其在电力装机中的重要地位。《报告》显示，2024年，风电累计装 机达5.2亿千瓦，光伏累计装机达8.9亿千瓦，全球最高海拔光伏项目、最大"渔光互补"项目投产；新型 储能发展集中式、大型化趋势显著。 技术创新是产业升级的重要驱动力。2024年，陆上风电最大下线单机容量提升至15兆瓦，海上风电最大 下线单机容量达26兆瓦。光伏晶硅电池转化效率显著提升，光热发电成本下降，储能技术加速迭代。 在加快新能源开发的同时，我国强化电力系统调节能力，保障电网安全。2024年国庆期间，全国首次分 布式新能源保安全促消纳市场化交易在浙江省嘉兴市尖山新区展开试点。据悉，通过研判提前锁定节假 日光伏资源，在区域负荷下降明显、光伏发生倒送时，按需调用中标资源，共计出清容量10兆瓦并全 ...

证券代码：300772 证券简称：运达股份 运达能源科技集团股份有限公司投资者关系活动记录表 | | 编号： | | --- | --- | | 投 资 者 关 系 活 动类别 | √特定对象调研 □分析师会议 | | | □媒体采访 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参 与 单 位 名 称 | 浙江省国资公司 章谕非，申万宏源 王艺儒，国投证券 文 | | 及人员姓名 | 思奇，伟星资本 吴泽熙 | | 人员姓名 | 投资者关系经理 葛伟威 | | | 1、预计公司 2025 年风电新增装机量情况？ | | | 2025 | | | 年国内风电装机规模将保持增长；同时公司积极拓展海外业 | | | 务，已在亚洲、欧洲、南美洲、非洲等多个国家获取项目订 | | | 单，并将持续加速全球战略布局。因此，2025 年公司装机规 | | 投 资 者 关 系 活 | 模预计将保持增长态势。 | | 动 主 要 内 容 介 | | | | 2、在行业价格竞争加剧背景下，公司计划通过哪些技术降 | | 绍 | 本或供应链优化措施改善盈利能力？ | | | 答：公司将 ...

Core Viewpoint - The explosion at Iran's Shahid Rajaee Port has disrupted the global supply chain of celestine, leading to a potential reshaping of the industry due to China's heavy reliance on Iranian imports [1] Group 1: Impact of the Explosion - The explosion at Abbas Port, a key hub for 55% of Iran's non-oil imports, has caused a complete halt in celestine imports to China, resulting in urgent inventory shortages for domestic strontium carbonate producers [1] - The global supply of celestine has faced triple shocks, including the cessation of Iranian supply, a fire at the Kandelium plant in Mexico that halted 40,000 tons of production (12% of global supply), and a 30% production cut in Spain due to environmental reviews [3][4] Group 2: Price and Production Dynamics - The price of strontium carbonate has surged to over 16,000 yuan per ton, doubling compared to 2024, with projections suggesting it could reach historical highs of 30,000 yuan per ton if the Iranian port remains closed for over three months [6] - Domestic mining of low-grade celestine is costly and cannot meet the high-end magnetic material demand, leading to a "price without product" situation for leading companies like Jinrui Mining [7] Group 3: Industry Response and Future Outlook - The crisis is accelerating the iteration of domestic production technologies, with some companies achieving 99.9% purity in their products, previously relying on 68% imported high-end strontium carbonate technology [7] - The rising costs of magnetic materials are pressuring electric vehicle manufacturers to increase prices, leading to an accelerated industry reshuffle [8] - A supply-demand imbalance is expected to worsen, with China's annual demand of 200,000 tons against an effective production capacity of 160,000 tons, exacerbated by the Iranian supply disruption [9] Group 4: Relevant Companies - Jinrui Mining is a leading player in the domestic strontium salt industry, covering the entire celestine mining to high-end strontium salt production chain [11] - Woge Optoelectronics is noted for its advanced technology in glass-based semiconductor packaging and is identified as a potential beneficiary of the celestine supply crisis [12]

Core Viewpoint - The automotive industry in Chengdu Economic and Technological Development Zone is experiencing significant growth, with companies ramping up production to meet annual targets amid a strong market demand for both traditional and new energy vehicles [1][3][5]. Group 1: Company Performance - Sichuan Lynk & Co. has switched to a full production mode, achieving a stable daily output of over 1,000 vehicles [3]. - From January to May this year, Sichuan Lynk & Co. produced 102,300 vehicles, a year-on-year increase of 181.46%, with a production value of 8.448 billion yuan, up 165.62% [7]. - The company aims to double its annual production to over 200,000 vehicles, targeting a production value of 18 billion yuan for the year [7]. Group 2: Market Trends - The global energy transition and "dual carbon" goals are driving unprecedented opportunities for the new energy vehicle industry [9]. - Chengdu Economic and Technological Development Zone has established itself as a hub for advanced manufacturing, attracting major automotive companies like FAW-Volkswagen, FAW-Toyota, and Volvo [13]. - In the first four months of 2025, the zone achieved a vehicle production of 267,100 units, a year-on-year increase of 29.29%, with new energy vehicle production soaring by 450.49% [13]. Group 3: Future Outlook - FAW-Toyota plans to increase production significantly in 2025, with measures to enhance equipment management [11]. - Volvo's Chengdu plant is undergoing technological upgrades to meet the growing demand for electric vehicles, with plans to launch multiple high-end new energy models [11].

此次合作，环球绿色及深圳绿交所将组建专业团队，并将完成多项《国家方法学》及配套《编制说明》，此次方法学编订以四大类别为主体,类别下包括的 行业有︰汽车工业，电池工业，建筑工业，能源工业，光伏工业，BIPV，风力发电，水力发电，甲烷及甲醛工业，氢工业，农地，草原等等。此次合作标 志着双方在碳信用开发与低碳技术领域的深度融合，项目聚焦数据调研、模型构建及行业适配性研究，提供可复制的减排路径，助力国家"双碳"目标实现。 方法学是碳市场的基础规则，通过技术创新与行业协同，推动碳资产价值释放，方法学的标准化将加速行业低碳转型，为企业创造可持续的绿色收益，为全 球气候治理贡献中国方案。碳减排方法学的应用对相关行业经济拉动效应显著。以能源领域为例，全球范围内基于方法学的能效提升项目已带动超过数十万 亿元的产业增值；农业减排方法学在欧盟碳市场实施后，推动相关技术研发及服务市场规模持续增长。此次合作编制的建筑领域方法学，预计可激活国内绿 色建材、智能建造等产业链，潜在市场规模或达万亿元；燃料飞逸性排放方法学则有望推动油气行业减排技术投资增长，撬动超万亿元的低碳技术市场。 深圳绿色交易所有限公司(以下简称"深圳绿交所")与环球资 ...

Core Insights - The dialogue during the 2025 International Solar Photovoltaic and Smart Energy Conference highlighted the strategic focus of Hongzheng Energy on digital technology to differentiate itself in the competitive energy storage industry [1][2]. Group 1: Industry Trends - The energy storage industry is facing intense competition, characterized by both technological prowess and cost pressures, leading to a focus on commercial energy storage as a niche market [2][3]. - The implementation of the "Document No. 136" is pushing the energy storage sector into a market-driven phase, with a significant shift towards integrating virtual power plants and electricity trading [3][4]. Group 2: Company Strategy - Hongzheng Energy has chosen to concentrate on the commercial energy storage sector, emphasizing customized solutions and digital capabilities to create a competitive edge [2][5]. - The company has invested over 50% of its personnel in research and development, aiming to transition energy storage from functional devices to intelligent platforms [4][5]. Group 3: Product Innovations - Hongzheng Energy has launched three digital products addressing industry pain points, including an AI-driven electricity trading decision-making tool, a new generation storage operation platform, and an advanced battery safety diagnostic system [4][5]. - The "Worry-Free Storage" commercial product offers a comprehensive solution that optimizes economic operations and captures market fluctuations, enhancing customer value [5]. Group 4: Global Expansion - The company is shifting its overseas strategy from a broad approach to a focused one, targeting specific regions like Eastern Europe for localized partnerships and production [6][7]. - Hongzheng Energy believes in the global competitiveness of China's manufacturing industry, viewing it as a significant advantage for its international expansion efforts [6][7]. Group 5: Market Outlook - The value of energy storage is expected to increase as it becomes a crucial component in the power system, especially in the context of achieving carbon neutrality goals [7]. - The company’s commitment to deep focus and continuous innovation is seen as essential for navigating the competitive landscape and finding new opportunities in the energy storage market [7].

Core Viewpoint - Yumen City, once reliant on oil, is successfully transitioning to a green economy by diversifying its energy sources and enhancing its industrial structure in response to resource depletion and national carbon reduction goals [1][4]. Group 1: Energy Transition - Yumen has initiated multiple renewable energy projects, including a 500,000 kW wind power project that will generate over 900 million kWh annually, saving nearly 300,000 tons of standard coal [1][2]. - Since the "14th Five-Year Plan," Yumen's new energy installed capacity has grown at an annual rate exceeding 16%, with a current total of 6.284 million kW, accounting for over 87% of the city's power generation capacity [2][3]. - By 2024, clean energy generation is expected to reach 7.44 billion kWh, making up over 96% of the total energy produced in Yumen [2]. Group 2: Industrial Development - The proportion of Yumen's petrochemical industrial output value is projected to decrease to 53% of the city's total industrial output by 2024, while the contributions from new energy, new energy equipment manufacturing, coal chemical, and fine chemical industries are steadily increasing [3][4]. - Yumen has attracted nine large-scale new energy equipment manufacturing enterprises, with an expected output value of 2 billion yuan in 2024 [2]. Group 3: Infrastructure and Investment - Yumen has established a comprehensive infrastructure to support its industrial base, including water, electricity, pipelines, steam, and hazardous waste disposal facilities [4][5]. - The city has streamlined its investment processes, reducing approval times by over 95% through tailored services for businesses, which has fostered a favorable investment environment [6]. Group 4: Future Development Strategies - Yumen is focusing on enhancing its renewable energy sector and addressing local energy consumption challenges, with significant projects like the 1.2 million kW pumped storage power station under construction [7]. - The city aims to optimize talent policies to support green industry development, offering substantial financial incentives for innovation and technical achievements [8]. - Yumen is also leveraging its industrial heritage for tourism, transforming historical industrial sites into cultural attractions [9].