此外，地下车库还采用了一氧化碳检测联动新风系统。地下车库顶部每隔15米安装一个 探测器，实时监测空气质量。当一氧化碳浓度超标时，联动新风系统自动启动排风，10分钟 内完成空气置换。系统投入后，地下车库的一氧化碳浓度值比传统车库下降40%左右。 业内专家认为，武汉夏季高温、冬季湿冷的气候特征使得建筑能耗强度一直较高，绿色 建筑的应用不仅关乎居住舒适度，更直接影响城市能源安全。 5月4日，武汉春季购房节上逛展的市民热情不减，多个展位前都有意向购房者围着详细 了解项目信息，不少人对高品质住宅的绿色节能特性感兴趣。为此，长江日报记者实地探访 了位于江汉区民权路附近的绿色住宅项目——武汉·江城府。作为这次春季购房节重点推荐 的环保项目，武汉·江城府通过建筑科技、智能系统与绿色设计的深度融合，为购房者呈现 了一幅低碳生活的立体图景。 记者走进样板间，首先感觉到的是凉爽。房间内光线明亮、通风性能好，人的体感温度 大约为28℃。室内阳台使用了超宽超大的玻璃提升推拉门，不仅增加了室内的日照采光，还 最大限度地增加了客厅和餐厅观景视野和业主体验感。 "建筑有一套'绿肺'系统，就像家里装上了会呼吸的门窗。"武汉·江城府项目工程师孙 ...

2025Q1 环保行业基金持仓市值 80 亿，向垃圾焚烧和设备龙头公司集中 【】【】[Table_Industry] 环保周报 [Table_ReportDate] 2025 年 5 月 4 日 15666646523.tcy 证券研究报告 行业研究——周报 [Table_ReportType] 行业周报 [Table_StockAndRank] 环保 投资评级 看好 上次评级 看好 [左前明 Table_Author] 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 郭雪 环保联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 化工行业： 执业编号：S1500524100001 邮 箱：wuboying@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.，LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 2025Q1 环保行业基金持仓市值 ...

2025Q1 环保行业基金持仓市值 80 亿，向垃圾焚烧和设备龙头公司集中 【】【】[Table_Industry] 环保周报 [Table_ReportDate] 2025 年 5 月 4 日 15666646523.tcy 证券研究报告 行业研究——周报 [Table_ReportType] 行业周报 [Table_StockAndRank] 环保 投资评级 看好 上次评级 看好 [左前明 Table_Author] 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 郭雪 环保联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 化工行业： 执业编号：S1500524100001 邮 箱：wuboying@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.，LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 2025Q1 环保行业基金持仓市值 ...

Performance Summary - In Q1 2025, the company achieved revenue of 7.669 billion yuan, a year-on-year increase of 19.10% and a net profit attributable to shareholders of 903 million yuan, up 39.47% year-on-year [1] - The gross profit margin was 26.83%, a decrease of 0.2 percentage points year-on-year, while the net profit margin was 12.04%, an increase of 2.0 percentage points year-on-year [1] Operational Analysis - The performance exceeded expectations, with significant improvement in profitability. The expense ratios for sales, management, finance, and R&D were 1.87%, 6.01%, 0.01%, and 4.69%, respectively, showing a year-on-year decrease in sales and management expenses [2] - The net cash flow from operating activities was 468 million yuan, a year-on-year increase of 333.66%, primarily driven by increased cash receipts from sales of goods and services [2] Future Outlook - In the refrigeration and air conditioning components business, the company is the largest manufacturer globally, benefiting from climate change and energy-saving policies, leading to steady growth in this segment [3] - In the automotive components business, the company has strong ties with leading automakers such as Mercedes-Benz, BMW, and BYD, with continued growth driven by the high demand in the new energy vehicle sector [3] - The robotics business is progressing steadily, with plans for overseas capacity expansion and potential contributions from Tesla's humanoid robot expected to enhance future performance [3] Profit Forecast and Valuation - Revenue projections for 2025-2027 are 30.805 billion, 35.629 billion, and 44.536 billion yuan, representing year-on-year growth of 10.23%, 15.66%, and 25.00% respectively [4] - Net profit forecasts for the same period are 3.680 billion, 4.298 billion, and 5.526 billion yuan, with year-on-year growth of 18.73%, 16.79%, and 28.59% respectively, maintaining a "buy" rating [4]

Group 1: Industry Overview - China's building energy consumption accounted for 44.8% of the total national energy consumption in 2022, with carbon emissions from the building sector making up 48.3% of national energy-related carbon emissions [2] - Only about 3%-5% of newly constructed buildings each year are energy-efficient, with air conditioning, lighting, and power facilities consuming nearly 80% of the energy [2] - The building energy-saving market in China has seen an average annual growth rate of over 15% in the past five years, with expectations to exceed 300 billion yuan by 2029, indicating significant market potential [5] Group 2: Policy and Targets - By 2025, the building sector aims to have a more robust energy-saving and carbon reduction system, with new ultra-low energy buildings increasing by over 20 million square meters compared to 2023, and existing building energy-saving renovations increasing by over 200 million square meters [4] - Policies such as the "14th Five-Year Plan for Building Energy Conservation and Green Building Development" emphasize the importance of smart energy-saving technologies and the promotion of ultra-low energy and near-zero energy buildings [2][4] Group 3: Technological Innovations - Hitachi has introduced the SET-FREE RIII series multi-split air conditioning units, which utilize new pressure control technology to reduce renovation costs and improve energy efficiency [6][7] - The SET-FREE Extreme series employs high-efficiency heat recovery technology, achieving energy savings of 30%-70% compared to traditional methods, and is designed for various industrial applications [7] - Hitachi has completed its digital transformation, achieving breakthroughs in AI energy optimization and zero-carbon algorithm models, with a goal to reduce carbon emissions across its product lifecycle by 41% and production emissions by 16% [10]

2025年，大规模设备更新和以旧换新(以下简称"两新")政策以加力扩围之势全面落地，成为稳经济、促 转型的核心引擎。石化行业作为重点行业之一，如何抓住发展机遇，乘势而上？近日，记者在采访中国 化工信息中心咨询项目总监胡世明时了解到，对于石化行业来说，设备更新的目标明晰、潜力巨大，在 央国企的带领下，行业有望迈上高质量发展新台阶。 节能降碳成为主旋律 2024年3月，国务院印发《推动大规模设备更新和消费品以旧换新行动方案》，"两新"东风开始吹入各 行各业。随后，31个省(自治区、直辖市)、5个计划单列市和新疆生产建设兵团均出台了支持"两新"的 实施方案及细则。 胡世明告诉记者，我国用半年左右的时间，快速建立起设备更新行动的政策体系，明确了重点领域设备 更新的时间表、路线图，为持续推动大规模设备更新奠定了坚实的政策基础。细数从中央到地方的相关 政策不难发现，石化行业设备更新的发力点主要集中在节能降碳。 例如，《2024—2025年节能降碳行动方案》强化了石化产业规划布局刚性约束。严控炼油、电石、磷 铵、黄磷等行业新增产能，禁止新建用汞的聚氯乙烯、氯乙烯产能，严格控制新增延迟焦化生产规模。 新建和改扩建石化化工项目 ...

恒誉环保688309 趋势方向 主力成本分析 时间: 2025年4月30日星期三 15.45 53.87分综合得分 较强 5日主力成本 元 当日主力成本 14.67 元 14.36 元 20日主力成本 14.63 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 中期支撑位 股价突破短期压力位，短线有望走强； 股价突破中期压力位，中线有望走强 0 次 技术面分析 14.80 短期压力位 14.26 短期支撑位 15.28 中期压力位 13.11 K线形态 暂无特殊形态 资金流数据 2025年04月30日的资金流向数据方面 | 主力资金净流入147.98万元 | | --- | | 占总成交额6% | | 超大单净流入0.00元 | | 大单净流入147.98万元 | | 散户资金净流入165.42万 | 关联行业/概念板块 环保行业 0.79%、节能环保 0.89%、微盘股 1.54%等 财务数据 最近的财报数据显示，该股于2025年04月30日 | 每股收益0.103元 | 营业利润0.08亿元 | | --- | --- | | 市盈率--- | 销售毛利率33.539% | | 净利润 ...

Group 1 - Gree Electric's GMV9 Zhiyue multi-split air conditioning unit is the first AI multi-split unit in the industry designed with energy efficiency as the control target, achieving an average energy saving rate of 25% through real-time AI energy-saving control strategies [1] - The GMV9 Zhiyue multi-split unit is recognized as an important achievement in promoting the green transformation of the industry, with its technology reaching "international leading" level as certified by a panel of experts [1] - The launch of the GMV9 Zhiyue multi-split unit signifies Gree Electric's commitment to advancing the air conditioning industry towards a more efficient, greener, and smarter phase [1] Group 2 - Gree's "Zero Carbon Source" photovoltaic storage direct drive air conditioning system integrates photovoltaic power generation, energy storage, direct current distribution, and flexible electricity usage, achieving a photovoltaic direct drive utilization rate of 99.06% [2] - This system is widely applicable in public buildings, factories, venues, schools, hotels, hospitals, and commercial complexes, and has served over 35 countries and regions globally [2]

证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 桐昆股份(601233.SH) 投资评级 买入 上次评级 买入 [Table_Author] 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮箱：zuoqianming@cindasc.com [刘奕麟 Table_OtherReport] 石化行业分析师 执业编号：S1500524040001 联系电话：13261695353 邮箱：liuyilin@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 公司盈利显著改善，看好涤丝龙头业绩释放弹性 [Table_ReportDate] 2025 年 4 月 30 日 ➢ 行业供需格局改善，公司业绩显著提升。油价端，2024 年国际油价中 高位震荡运行，上半年油价呈现冲高后回落企稳态势；下半年受全球宏 观经济形势转弱、地缘担忧情绪放缓影响，国际油价震 ...

证券代码：300441 证券简称：鲍斯股份 宁波鲍斯能源装备股份有限公司投资者关系活动记录表 编号：20250429 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 参会人员名称 胡东明、潘成龙 时间 2025 年 4 月 29 日 8:20-9:20 地点 公司 上市公司接待人员 董事会秘书徐斌 投资者关系活动主 要内容介绍 调研记录： 公司董秘陪同投资者参观公司的主要生产现场，介绍公司的基本情况，并就 投资者关注的问题作相应的沟通。主要沟通内容如下： 问题一：公司经营计划？ 答复：公司将以高端制造和智能制造为发展方向，坚持"进口替代、节能减 排"的产品定位，聚焦主业，加大压缩机、真空泵、液压泵等产品及关键零部件 的研发和生产制造，进一步做强、做大、做透流体机械产业，同时积极拓展国际 市场，推动转型升级，提升经营能力，为客户提供更优质的产品，为股东创造更 大的价值。 1、加强关键零部件制造：在现有产品基础上，加强关键零部件的生产制造， 提升产品竞争力。 2、拓展销售模式与渠道：积极创新销售模式，拓展销售渠道，主动融入全 球产业链，大力 ...