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中国核建累建96台核电机组 前5月新签合同665亿增14.3%
Chang Jiang Shang Bao· 2025-06-16 00:53
Core Viewpoint - China Nuclear Engineering Corporation (CNEC) is steadily progressing towards its set goals, with significant growth in new contracts and revenue as of May 2025 [1][2]. Group 1: Financial Performance - As of May 2025, CNEC achieved new contracts totaling 66.506 billion yuan, reflecting a year-on-year increase of 14.3%, and revenue of 41.922 billion yuan, a 3.77% increase year-on-year [1][3]. - In 2024, CNEC reported total revenue of 113.541 billion yuan, a 3.80% increase, and a net profit of 2.064 billion yuan, a slight increase of 0.07% [2][3]. - The company has completed 35.62% of its annual revenue target and 40.11% of its new contract target for 2025 [1][3]. Group 2: Nuclear Power Development - CNEC is on the verge of a historic milestone, with 96 nuclear power units constructed and aiming to reach 100 units [1][4]. - The company possesses advanced construction capabilities for various nuclear reactor types, maintaining a leading market share in China's nuclear power construction sector [4][5]. - As of May 2025, CNEC is simultaneously constructing 32 nuclear power units, demonstrating its capacity to manage multiple large-scale projects [5]. Group 3: Business Segments - CNEC's primary business segments include military engineering, nuclear power engineering, and industrial and civil engineering [2]. - The industrial and civil engineering sector achieved new contracts worth 108.293 billion yuan and revenue of 69.319 billion yuan in 2024, indicating a focus on optimizing this business area [3][4]. - The company is actively developing projects in various fields, including housing construction, infrastructure, renewable energy, and petrochemicals [3]. Group 4: Shareholder Returns - CNEC plans to distribute a cash dividend of 0.94 yuan per 10 shares for the 2024 fiscal year, representing 13.72% of the net profit attributable to shareholders, an increase from the previous year [5]. - The company has also established a mid-term dividend plan for 2025, reflecting its commitment to rewarding shareholders [5].
把绿色制造融入企业战略决策
Jing Ji Ri Bao· 2025-06-15 22:03
将绿色制造融入企业战略决策核心。建立由高层管理者直接领导的绿色制造推进机制,确保绿色理念从 战略层渗透到运营层。鼓励龙头企业探索将碳足迹、水足迹等环境影响评估融入产品研发全流程,实现 源头减量、过程控制、末端治理的全方位绿色转型。构建系统化的绿色供应链协同体系,优先选择具备 绿色资质的供应商,推行绿色物流实践。支持领先企业建立绿色供应链数字化管理平台,形成全链条绿 色管理模式。此外,鼓励开展绿色制造知识培训,建立绿色创新激励机制,提升员工绿色意识和技能, 形成全员参与的良好氛围。 (作者系中国社会科学院工业经济研究所副研究员) 尽管成绩斐然,但我国绿色制造发展仍面临一些突出问题:相关体系尚待完善,部分行业绿色工厂评价 标准缺乏,绿色供应链标准覆盖面有限;核心技术支撑能力不强,关键设备进口依赖度较高;企业发展 动力不足,绿色技术创新主动性较弱;绿色服务体系建设滞后;区域推进差异明显,中西部地区制造业 绿色化水平明显滞后于东部地区。 未来,要多方着力,全面提升绿色制造发展水平。 构建更加完善的政策支撑体系。依托政府或行业协会,建立统一的绿色制造评价标准和认证体系,对绿 色制造评价机构进行严格资质审查。构建涵盖资源 ...
专家访谈汇总:中东新冲突,石油、黄金和军工受关注
1.《铝代铜遇阻?空调价格战下的材料选择难题》摘要 ■ 2025年618大促期间,空调市场陷入 激烈价格战 ,1.5匹一级能效产品价格低至 1200元 ,行业 均 价同比下跌18% ,库存逼近 5000万台 ,反映出 需求疲软与产能过剩 并存。 ■ 虽然政策端(工信部等十部门)支持铝材在家电领域应用,但 产业落地缓慢 ,受限于 材料性能、 标准缺失和消费者信任 三重掣肘。 ■ 格力、长虹 坚持铜材路径,通过铜材性能优化(如长虹的专利铜管技术)打造高品质形象,突出" 10年免费包修 "等售后承诺。 ■ 2025年上半年空调投诉量同比 激增22% ,其中" 能效虚标 "" 寿命缩水 "占比超 40% ,凸显消费者 对新材料产品的信任缺失。 ■ 强化铜材性能、打品质战的厂商(如格力、长虹)适合 稳健型投资者 关注其盈利能力与品牌溢价 维持情况。 2、《 绿氢困局:繁荣赛道下的经济性之痛 》摘要 ■ 绿氢是"双碳目标"背景下的国家战略性新兴产业,具备清洁能源、储能载体、化工原料等多重功 能,是实现工业脱碳的重要工具。 ■ 截至2024年底,全国出台氢能相关政策超 560项 ,中央与22省级政府将氢能列入重点工作;《能 ...
搭建绿色合作新平台
人民网-国际频道 原创稿· 2025-06-15 03:45
人民网布鲁塞尔6月14日电 (记者牛瑞飞)13日,2025中荷青年科学家绿色发展论坛在荷兰阿姆斯特丹举行,作为世界青年科学家峰会欧洲专场的重要 组成部分,论坛以"绿色发展"与"双碳目标"为核心议题,吸引了来自中荷两国的六十余位顶尖科学家和优秀青年学者参会,共同探讨绿色科技与可持续发展 的未来路径。 论坛由世界青年科学家峰会秘书处与中欧创新创业协会主办,中国留荷学生学者联合会承办。作为本次欧洲专场的召集人和组织者之一,中欧创新创业 协会会长宋志伟在致辞与接受采访时多次强调,绿色发展不仅是时代课题,更是国际合作的重要支点。 荷兰前环境部长杰奎琳·克拉玛教授介绍了"循环阶梯模型",提出应分阶段推进循环经济实践。荷兰皇家科学院院士安东尼·比斯利则展示了植物自主固 氮研究的最新进展,为减少化肥依赖提供新方向。 在青年学者环节,荷兰三角洲研究院叶清华博士和瓦赫宁根大学季永然博士分别分享了在碳循环建模和温室农业节能领域的创新成果。圆桌论坛由宋志 伟博士主持,中荷五位青年专家围绕绿色基础设施、人力资源转型与青年领导力等议题展开深入交流。 图为会议现场。中欧创新创业协会供图 图为会议现场。中欧创新创业协会供图 多位与会嘉宾表示 ...
跨界供热、制氢、海水淡化……如何不断拓宽核能综合利用的边界?
党的二十大报告提出,坚持面向世界科技前沿、面向经济主战场、面向国家重大需求、面向人民生命健 康,加快实现高水平科技自立自强。作为衡量国家综合实力的重要标志,核能科技的创新能力是我国从 核能大国迈向核能强国的核心引擎。 "618"临近,各种新奇实用的消暑产品成为网络购物车里的"准订单"。仔细对比会发现,往年的手持小 风扇,今年装到了防晒帽檐上;防晒服加长领口一拉,直接省下单买口罩的钱;凉茶、酸梅汤不卖成 品,改成了卖配方……可以说,消费需求的多元化、个性化正在"倒逼"厂家和经销商在产品改进、精准 服务上推陈出新。 需求和市场在哪里,产品、服务和创新紧随其后的逻辑,同样适用于能源产品,核能产品正是其中的典 型案例。从稳定发电到高质量供热、供汽,再到制氢、海水淡化、生产同位素,近年来,核能综合利用 的边界不断拓宽,贴近经济社会发展实际需求的功能不断延展,一个个概念变成看得见、摸得着的成 果,惠及产业、造福百姓。 回想2017年冬天,在北京房山的中国原子能科学研究院,当笔者亲手触摸到低温供热堆加热的暖气片 时,不禁感叹"核能不止会发电!"彼时,核能供热的新闻引发巨大关注,而这"破圈"的一小步,也引来 外界质疑——核能 ...
2025中荷青年科学家绿色发展论坛在阿姆斯特丹举行
Huan Qiu Wang Zi Xun· 2025-06-14 15:33
来源:中国新闻网 中新网阿姆斯特丹6月14日电 (记者 德永健)2025中荷青年科学家绿色发展论坛13日在荷兰首都阿姆斯特 丹举行,与会专家学者围绕绿色发展、"双碳"目标等主题进行研讨,力求深化中荷在绿色科技与可持续 发展领域的交流合作。 当日论坛由世界青年科学家峰会秘书处和中欧创新创业协会主办,系2025世界青年科学家峰会欧洲专场 活动之一,来自中荷的60余位科技专家、青年学者等出席论坛。 在主旨演讲环节,中国驻荷兰大使谈践发表致辞。他表示,青年科学家作为创新中坚力量,在数字转 型、可再生能源、再生农业等前沿技术领域发挥关键作用。希望中荷青年学者以开放姿态推动跨学科、 跨文化合作,携手应对全球挑战。 中国科学院院士、国际科学理事会副主席朱永官在视频致辞中表示,面对气候变化、生物多样性丧失、 污染危机等全球环境挑战,各国科研机构与青年学者的协作尤为重要。鼓励中荷青年科学家打破学科壁 垒,探索绿色科技跨界融合的新路径。 中欧创新创业协会会长宋志伟表示,当前绿色转型与"双碳"战略已成国际社会核心关切。中荷在可持续 发展领域优势互补,青年科学家应积极参与跨学科、跨国合作,共同推动绿色理念落地实施。 在嘉宾报告环节, ...
【今日头条】6月14日要闻速览:海南自贸港"封关"进入百日攻坚,全国高考成绩陆续放榜;俄乌冲突现"静默期",全球科技巨头加速AI布局
Sou Hu Cai Jing· 2025-06-14 08:39
Group 1: Hainan Free Trade Port Developments - Hainan Free Trade Port is approaching a critical milestone with only 102 days left until full island closure operations by the end of 2025 [2] - Key infrastructure projects, including customs supervision facilities and tax system conversion, are over 80% completed [2] - The summer tourism consumption season has begun, with duty-free shops offering discounts up to 50% on cosmetics and jewelry [2] - Duty-free sales in Hainan are expected to exceed 20 billion yuan from June to August, representing a 15% increase compared to the same period last year [2] Group 2: Economic Indicators and Trends - In May, industrial added value increased by 6.1% year-on-year, with new energy vehicle production reaching 1.025 million units, a 37% increase [3][4] - Retail sales of consumer goods grew by 4.7%, while the restaurant sector saw a growth rate of 12.3% [4] - New energy and consumption are identified as the main drivers of economic growth [4] Group 3: Global Economic Context - The Russia-Ukraine conflict has entered a tactical adjustment phase, with both sides claiming to hold the initiative [5] - The Federal Reserve's meeting minutes indicated a potential interest rate cut later this year if inflation continues to decline, leading to a drop in the dollar index [5] - The offshore RMB exchange rate against the dollar has risen to around 7.18 [5]
正泰安能发布全新战略 向全球综合能源服务商转型
Xin Hua Cai Jing· 2025-06-14 01:52
Core Viewpoint - The conference highlighted the strategic transformation of Zhejiang Chint Digital Energy Co., Ltd. (Chint Energy) towards becoming a global leader in comprehensive energy services, emphasizing the importance of clean energy in achieving carbon neutrality goals [1][2]. Group 1: Company Strategy and Vision - Chint Energy aims to transition from a leader in distributed photovoltaic (PV) systems to a global comprehensive energy service leader, focusing on safer, cheaper, friendlier, and greener energy development [2]. - The company plans to innovate across the entire lifecycle of energy solutions, including investment, development, construction, operation, and electricity sales, utilizing microgrids and virtual power plants as foundational platforms [2]. Group 2: Industry Context and Market Position - In the first quarter of this year, China's installed capacity of wind and solar power surpassed that of thermal power for the first time, marking a significant shift in the energy landscape [1]. - Chint Group has established a competitive advantage across the entire industry chain, having built over 1.8 million power stations in the past decade, providing 54 billion kWh of green electricity annually and reducing carbon emissions by 43.2 million tons [1]. Group 3: Collaborative Initiatives - Chint Energy, in collaboration with partners, established a comprehensive energy service alliance aimed at creating a cross-industry collaborative platform, exploring emerging businesses such as smart microgrids and virtual power plants [3].
我国海上风电进入市场化竞速期
Core Insights - China has become the world's largest offshore wind power market, leading global development in this sector under the "dual carbon" goals [1] - The offshore wind power industry in China is entering a market-driven competitive phase, characterized by accelerated deep-sea development, continuous technological upgrades, and multi-industry integration [1] Group 1: Deep-Sea Development Acceleration - The Three Gorges Jiangsu Dafeng 800 MW offshore wind project has set a new record for the farthest offshore distance in China at 85.5 kilometers [2] - The project will install 98 wind turbines, with an expected annual power generation of over 2.8 billion kWh, reducing CO2 emissions by over 2.37 million tons [2] - The successful advancement of this project validates the feasibility of deep-sea wind power development and helps expand market growth opportunities for wind power developers [2] Group 2: Technological Breakthroughs - China has achieved multiple breakthroughs in offshore wind power technology, including the launch of a 26 MW offshore wind turbine and improvements in subsea flexible DC transmission and deep-sea booster station technologies [4] - Innovations from companies like Mingyang Group have led to significant advancements in floating wind turbine technology, enhancing cost-effectiveness and scalability in deep-sea wind power development [4] - Goldwind has also made strides in offshore wind power, developing a 16 MW offshore wind turbine and 120-meter carbon fiber blades [4] Group 3: Industry Challenges and Solutions - The offshore wind power industry faces challenges such as technical difficulties in deep-sea development and long-term threats from marine corrosion [6] - The average corrosion rate of metal structures in offshore environments is 5-8 times higher than that of onshore equipment, necessitating a focus on material and structural innovations [6] - To address these challenges, a reliable lifecycle assurance system must be established, aiming to extend the lifespan of key components to over 25 years [6] Group 4: Strategic Development Initiatives - To navigate the complexities of construction and technical challenges, the industry should focus on four key strategies: developing new floating foundations, optimizing policy environments, exploring space-efficient uses of offshore wind and marine ranching, and enhancing experience sharing among coastal provinces [7] - These strategies aim to reduce lifecycle costs and enhance the overall value of the marine economy [7]
光伏产业在技术与生态中协同突围
中国光伏产业正经历着前所未有的成长阵痛期。在第十八届国际太阳能光伏与智慧能源大会暨展览会 (SNEC 2025)期间,中国证券报记者对多家光伏企业进行走访调研,多位业内高管以"冷思考"直面行 业现实困境,同时以"热信心"勾勒出技术迭代、全球化布局与生态协同的未来图景。在"双碳"目标与市 场化浪潮的双重驱动下,光伏行业正在穿越周期,进行一场可持续发展底层逻辑的重构。 ● 本报记者 刘杨 "如此先进的产业却陷入如此惨淡的境地。"一道新能董事长刘勇用"背离商业逻辑"来形容当前光伏产业 困境,究其根源在于非理性的扩张导致的价格扭曲。 但刘勇同时表示,这样的低谷期不会长久,每一次行业低谷都是技术革新的催化剂,从单晶替代多晶到 如今TOPCon、异质结和钙钛矿叠层技术的迭代,光伏度电成本已降至所有能源形式中的最低。 "尽管政策环境持续优化,光伏行业仍需面临电网消纳、储能等诸多挑战。"刘勇直言,当前新能源电价 市场化仅覆盖上网侧,终端用户尚未真正享受到绿电成本下降的红利。 过去一年,光伏行业经历了系统性重塑,大变革带来的阵痛仍在持续,产业链上多数企业尚未摆脱亏损 困境。不过,产业增长大势不改,经过技术、资本、市场的三重共振 ...