Core Insights - Brazilian President Lula met with Envision Group Chairman Zhang Lei during his visit to China to discuss Brazil's green energy transition and the development of zero-carbon industrial parks [1] - A strategic cooperation agreement was signed between Brazil's Export and Investment Promotion Agency and Envision Group, aiming to establish the first zero-carbon industrial park in Latin America [1] Group 1 - Envision Group will focus on developing a green fuel value chain in Brazil, centered around bio-aviation fuel [1] - The company will provide green ammonia equipment for the Brazilian market, contributing to the creation of a green oil ecosystem in Brazil [1] - The zero-carbon industrial park will be based on a new power system, supporting the construction of Brazil's new green industrial system [1] Group 2 - Envision Group is currently developing various forms of zero-carbon industrial parks in Inner Mongolia, Jiangsu, and Spain [1]

在发布《2025零碳行动报告》之时，远景科技集团（下称远景）宣布自2022年起连续第三年实现运营碳 中和。在这份报告中，该集团称将在2028年达成核心供应链100%使用绿电的目标。 "从策略上，我们要跟供应链合作方达成战略一致性，包括给他们提供相应的数字化工具去跟踪、计 算、管理碳排放，要授之以渔。"远景科技集团首席可持续发展官（CSO）孙捷近日在接受21世纪经济 报道等媒体采访时认为，供应链减碳的关键在于理念的提升。"我们要帮助整个供应链认识到，减碳是 一件非常有意义且没有那么难的工作。" 眼下，全球范围内所掀起的能源转型和绿色低碳发展浪潮，正在重新构建人类与能源的共生关系。在此 背景下，诸多应用场景模式应运而生，例如零碳园区、零碳工厂。 2025年政府工作报告提出，要积极稳妥推进碳达峰碳中和，建设一批零碳园区、零碳工厂，聚焦能源开 发利用的全过程、全环节，来通过打造绿色环保的供给、互动节约的消费、低碳替代的基础设施建设、 智慧运营的服务保障等系统性实践，进一步促进绿色转型。 值得一提的是，远景作为零碳产业园的开创者，也正在进一步扩大其建设目标——未来十年，其将携手 合作伙伴在全球建设100个零碳产业园。 ...

文 | 中关村储能产业技术联盟 4月27日，江苏发改委发布《零碳园区建设指南（征求意见稿）》，其中提出： 园区应在电网、电源及用户侧配置新型储能 ，促进新能源与新型储能协调发展，提升园 区的新能源就地并网消纳能力，支持多元化新型储能技术应用推广。 园区应推动微电网与主网协同发展 ，加快园区微电网数字化、智能化发展，推动新能 源、负荷和 储能合理接入微电网 ，通过主网、配网、微电网协同运行与分层分级控制， 促进园区新能源、负荷、储能的聚合和调控。 园区应结合云计算、物联网和大数据等技术建设能碳监管平台 ，通过采集各用户电、 热、冷、气、油负荷的用能数据以及光伏、 储能 、配电设备、油气冷热管网等 供能数据 ，实现能源发用信息的实时上传，集成能源数据、生产数据、设备数据与碳排放数据。 ICS CCS 点击此处添加 CCS 号 DB32 省 # 江 苏 方 准 标 DB 32/T XXXX—XXXX 零碳园区建设指南 Construction guideline of zero-carbon emission park (征求意见稿) 在提交反馈意见时，请将您知道的相关专利连同支持性文件一并附上。 XXXX - X ...

Core Insights - The article highlights the launch of a new home energy station by Sunshine New Energy in collaboration with Xiaohongshu, aimed at villa and mansion users, integrating photovoltaic power generation, home energy storage, smart charging, and energy management systems [1][12] - The event also introduced the "Zero Carbon Living Guide," promoting sustainable living practices among users [1][3] Group 1: Industry Trends - Sunshine New Energy identified six major trends in future residential design, including new roofing solutions, energy independence, and the integration of AI in home environments, based on extensive research and discussions with high-net-worth families [3][5] - The modern consumer's expectations for homes have evolved to include features like energy generation from rooftops and enhanced safety, reflecting a shift towards a composite value system that combines technology, human warmth, and ecological health [5][11] Group 2: Product Features - The newly launched home energy station features advanced BIPV (Building-Integrated Photovoltaics) design, allowing for aesthetic integration of green energy solutions into various architectural styles [12][14] - The product offers superior performance characteristics, including waterproofing, energy efficiency, and a smart home energy management system that optimizes energy usage and reduces electricity costs by 8% [16][14] Group 3: User Experience - Users have reported significant improvements in their quality of life after installing the Sunshine home energy station, experiencing reduced electricity costs and enhanced energy security [17][18] - The system's intelligent features, such as automatic temperature adjustments and synchronized lighting, create a seamless and sustainable living environment, transforming homes into energy-efficient ecosystems [18][16]

鄂尔多斯市能源局党组成员、副局长刘瑞宗表示，将鄂尔多斯作为中国能源品牌全球竞争力样本，既为 展示鄂尔多斯能源转型成就搭建了平台，也为鄂尔多斯打响能源品牌，提升能源领域的话语权提供了有 力的支撑。 鄂尔多斯市能源局四级调研员白海军介绍，近年来鄂尔多斯市主动承担起建设国家重要能源和战略资源 基地的重大责任构建新型能源体系，加快建设世界一流的综合能源生产基地。筑牢国家煤炭保障基地， 提质增效智能化发展；打造清洁电力供应基地，风光火储多种能源协同发展；夯实油气战略储备基地， 产供储销体系全面建设；建设国家煤制油气基地，彰显战略资源保障新担当；创建氢能应用示范基地， 制储输用服全产业链布局。 中国华能北方联合电力有限责任公司达拉特发电厂百万千瓦机组项目是蒙西电网首台百万千瓦机组，也 是华能集团公司"十四五"期间在内蒙古投资建设的第一台百万千瓦机组。机组采用新一代高效超超临界 系统，二氧化碳排放较国家标准降低23.43万吨/年，废水百分百回收。项目国产化率达行业领先水平， 采用全国产化华能睿渥DCS系统，全国产化10千伏智能高压开关柜，国内首台全国产化100万千瓦等级 100%容量锅炉给水泵等设施。机组的成功投运将鄂尔多 ...

据IPO早知道消息， 沪上阿姨（上海）实业股份有限公司（以下简称"沪上阿姨"）于2025年5月8日 正式以"2589"为股票代码在港交所主板挂牌上市。 沪上阿姨在本次IPO发行中总计发行2,411,340股H股。其中，香港公开发售部分获3616.83倍认 购，国际发售部分获2.57倍认购。同时，沪上阿姨在本次IPO发行中引入了盈峰集团和华宝股份 （300741.SZ）两位基石投资者，累计认购921.55万美元。以每股113.12港元的发行价计算，沪上 阿姨通过本次IPO发行募集资金总额为2.73亿港元。 2013年，第一家沪上阿姨门店在上海开业。目前，沪上阿姨旗下拥有主要品牌「沪上阿姨」、2022 年推出的「沪咖」以及2023年推出的「轻享版」。其中，2024年3月，"轻享版"升级至2.0版本，并 正式推出"茶瀑布"，进一步捕捉下沉市场需求。 截至2024年12月31日，沪上阿姨的门店网络有9,176家门店，覆盖中国全部四个直辖市，以及位于 五个自治区及22个省份的300多个城市，门店网络覆盖北至中国黑龙江省漠河，南至中国海南省三 亚。 一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 作者｜C ...

Group 1 - The core viewpoint of the news is the strategic development plan for Luocun Town, focusing on optimizing industrial layout and fostering characteristic industrial clusters by 2025 [3][4]. - Luocun Town will implement a framework consisting of five major sectors: modern agriculture in the east, new materials industry in the west, building ceramics and materials in the south, chemical industry in the north, and urban construction in the center [3]. - The town aims to enhance the industrial chain by concentrating quality resources on key projects, particularly in the cement and optical new materials industries, and will promote strategic cooperation between energy and building ceramics enterprises [3][4]. Group 2 - Luocun Town plans to push forward 17 key industrial projects by adopting a "special class" service and "full chain" mechanism to improve service quality and efficiency [4]. - To enhance the environmental quality of the town, Luocun will develop two major rural revitalization areas along Hunan Road and implement comprehensive environmental remediation [4]. - The town will focus on infrastructure improvements in the eastern area and establish demonstration roads while actively seeking support for rural sewage treatment and maintaining a clean living environment [4].

证券代码：300948 证券简称：冠中生态 债券代码：123207 债券简称：冠中转债 青岛冠中生态股份有限公司 投资者关系活动记录表 编号：2025-002 年公司的经营预算目标为实现利润总额 0-500 万元，较上年度增长 100%-110%。公司资金链平稳正常，截至 2025 年一季度末，公司货币 资金及各项在手理财产品余额为 3.59 亿元。目前公司部分项目受益于 专项债或专项扶持资金的预算安排，回款进度明显加快，但整体影响 不是太明显。公司会持续跟进各项目所在地的化债政策和实施方案， 积极推动涉及项目通过化债方式回款。公司将继续聚焦主业，坚持全 产业链的经营模式，提升公司在生态修复领域的竞争力，提高公司整 体盈利能力；注重投资者长期持续回报，适时采用增加现金分红金额、 股份回购等方式回馈投资者。感谢您的关注。 Q5：公司之后的盈利有什么增长点？ 回复：尊敬的投资者，您好。从目前的在手订单情况及业务结构 看，预计综合性治理、土地整治将是主要的业绩增长点。且当前公司 在零碳建筑、工厂化育苗（温室种植）、污水处理、发酵工艺及设备 等方向做了一些技术储备，在主业扎实、经营稳定基础上公司会内外 双向努力发掘新 ...

在"双碳"目标下，工业领域的碳排放压力日益加剧。作为能源消耗和碳排放的"大户"，工业园区的供热 系统如何实现绿色转型，尤其是零碳园区的供热系统如何低碳，成为必须攻克的关卡。本期碳讨，新京 报零碳研究院专访了中国节能协会副监事兼热泵专业委员会秘书长赵恒谊，解析高温和工业热泵在零碳 园区中的技术应用。 赵恒谊在接受采访时表示，高温热泵技术凭借其节能、环保、电气化三大优势，正成为工业零碳供热的 核心解决方案。然而，技术推广仍面临初期投资高、工艺整合难度大等挑战，亟须政策支持与用户行业 协同破局。 热泵并非通过燃烧产热，而是像"热量搬运工"，将低温热源提升至可用温度。其能源效率(COP)可达3- 6，即消耗1度电可产生3-6倍热能，远超燃煤锅炉(能效约90%)。"在余热回收场景下，能效甚至更 高。"赵恒谊举例，某啤酒厂采用热泵技术后，洗瓶热水和发酵冷却系统协同运行，综合能耗降低 60%。 另外，高温热泵以电力驱动，可与风电、光伏等可再生能源无缝衔接。在新疆、西藏等可再生能源富集 地区，绿电直接驱动热泵供热，实现"零碳闭环"。 供热减碳压力聚焦"范围一"，高温热泵成核心解决方案 在工业园区的碳排放结构中，供热是"最难啃 ...

Core Viewpoint - Company is focusing on integrating its three main business segments: environmental water services, solid waste treatment, and renewable energy, to create a synergistic ecosystem that enhances operational efficiency and competitive advantage [2][3]. Business Layout and Synergy - The company has developed a comprehensive service system through deep integration of its three main sectors, achieving a unified management process from planning to operation in the water services segment, and creating a resource recycling loop in the solid waste segment [2]. - The renewable energy segment is leveraging distributed photovoltaic systems and capital operations to support technology transformation and project implementation [2]. Business Growth and Market Expansion - The company reported revenue growth across all three main segments: water services increased by 7.43%, solid waste treatment by 32.00%, and renewable energy by 77.13% year-on-year [3]. - Future plans include enhancing the water supply safety system, upgrading supply networks, and expanding industrial wastewater treatment projects to solidify local market dominance [3]. - The solid waste segment aims to deepen industry integration and expand into emerging industrial waste services [3]. - The renewable energy segment will focus on integrated energy solutions and the development of zero-carbon industrial parks [3]. Profit Growth Drivers - Future profit growth is expected from improved operational efficiency in the water services segment, expansion into industrial wastewater treatment, and enhanced competitiveness in urban environmental services [5]. - The solid waste segment will focus on strengthening business collaboration and expanding into new service areas [5]. - The renewable energy segment aims to establish a comprehensive energy service industry that includes power trading and carbon trading [5]. Value Management and Shareholder Returns - The company emphasizes value management and shareholder returns by enhancing operational quality and implementing a special dividend plan, distributing cash dividends of 514 million yuan [6]. - Governance improvements and investor relations management are also prioritized to enhance decision-making and market value recognition [6]. ESG Initiatives - The company has actively engaged in ESG initiatives, focusing on environmental responsibility and sustainable practices across its business segments, earning recognition in various ESG rankings [8]. Financial Performance - In Q1 2025, the company reported a main revenue of 977 million yuan, a year-on-year increase of 8.25%, and a net profit of 305 million yuan, up 62.19% [8]. - The company’s debt ratio stands at 49.3%, with investment income of 283 million yuan and a gross margin of 20.89% [8].