随着2025年上市公司一季报逐渐披露，保险公司的持仓情况也随之揭晓。东方财富Choice数据显示，截至4月28日，披露一季报的上市公司中，险 资重仓434只个股。从不同板块来看，银行股依然是险资的最爱，通信股次之。 当前，险资加仓举牌热情高涨。据统计，2024年全年险资举牌次数达20次，而今年刚过一季度，险资举牌次数已超去年的一半。业内人士表示， 在低利率环境下，高股息资产有望持续获得险资青睐。 从险资持股行业分布来看，在剔除保险公司的关联持股后，银行股被持仓数量最高，沪农商行、南京银行等银行股备受险资青睐；其次，通信运 营板块中的中国联通和中国电信也被险资重仓持股；此外，交通运输、能源、采矿等行业也颇受险资青睐。 业内人士告诉北京商报记者，险资作为重要的机构投资者，在选择投资标的时，会更加注重风险控制和收益的稳定性。因此，低风险行业往往成 为其首选的投资方向。盘古智库高级研究员江瀚表示，银行股的估值水平普遍较低，具备较高的安全边际。在当前A股市场整体估值分化加剧的 背景下，银行股因其较低的市盈率（PE）和市净率（PB），成为险资配置的优选标的。 江瀚进一步分析，通信、能源、采矿等公司在政策支持下具备较强的行 ...

Core Viewpoint - The electric vehicle lithium battery recycling industry is experiencing unprecedented growth opportunities, driven by the green economy trend, with companies like Baoli Lion addressing high technical barriers, funding pressures, and market access challenges for entrepreneurs [1][2]. Group 1: Market Opportunity - The lithium battery recycling market is identified as a blue ocean market with significant potential for growth [1]. - Baoli Lion has initiated a recruitment model to provide comprehensive one-stop services for entrepreneurs, facilitating an easier entrepreneurial journey [1]. Group 2: Technical Support and Training - Baoli Lion has established a professional engineering team to offer on-site technical guidance and training for entrepreneurs, ensuring a low difficulty level in mastering the recycling technology [2]. - The training includes both theoretical and practical components, with one-on-one guidance throughout the process, allowing quick mastery of the technology within 3 to 10 days [2]. Group 3: Financial Accessibility - The business model requires minimal startup capital, with an investment of around 10,000 yuan sufficient to start, and it can be operated in small premises with 1-3 people [2]. - The green energy project is supported by the government, making it a highly favorable investment opportunity [2]. Group 4: Equipment and Environmental Impact - Baoli Lion's recycling equipment is designed with high production efficiency and includes five major systems: safe crushing, pyrolysis, combined sorting, safety monitoring, and environmental cleanliness, minimizing pollution and maximizing resource recovery [2]. - Each piece of equipment undergoes strict quality control to ensure high-quality production, enabling entrepreneurs to achieve significant dreams with low costs [3].

声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文仅作生物能源相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 4月23日上午， 北京海新能源科技股份有限公司 （以下简称"海新能科"， 股票代码：300072）旗下 山东三聚生物能源有限公司 （以下简称"山东三 聚"）举行 20万吨/年生物柴油异构项目 中交仪式 ，标志着该项目由建设阶段正式转入试生产阶段，将成为海新能科厚积产业优势，打造生物能源板块 高质量发展的新引擎。 图源 海新能科 此次异构项目作为 海淀区委区政府 与 海国投集团 锚定"双碳"战略，以科技赋能、创新驱动双向发力，与 莒县政府 实现优势互补、互利共赢的合作典 范，为地方经济发展注入"绿色动能"。 同时，山东三聚20万吨/年生物柴油异构项目作为海新能科打造 生物能源产业集群 的重要一环，实现了从原料供应、生产加工到产品销售的全产业链协 同发力。 该项目依托山东三聚现有40万吨/年生物能源项目进行建设， 新建中心控制室、20万吨/年生物柴油异构装置及与其配套的储运系统、公用工程系统，经 临氢异构等工艺对烃基生物柴油进行产品升级。 项目预计将于 2025年5月投产 ， ...

经营范围含许可项目：建设工程施工;发电业务、输电业务、供（配）电业务（依法须经批准的项目， 经相关部门批准后方可开展经营活动，具体经营项目以批准文件或许可证件为准）住房租赁;非居住房 地产租赁;租赁服务（不含许可类租赁服务）;机械设备租赁;会议及展览服务;园区管理服务;停车场服务; 建筑材料销售;固体废物治理;物业管理;水污染治理;水环境污染防治服务;创业空间服务;创业投资（限投 资未上市企业）;再生资源加工;再生资源回收（除生产性废旧金属）;再生资源销售;非金属废料和碎屑 加工处理;新能源汽车废旧动力蓄电池回收及梯次利用（不含危险废物经营）;新材料技术研发;技术服 务、技术开发、技术咨询、技术交流、技术转让、技术推广;资源循环利用服务技术咨询;资源再生利用 技术研发;集中式快速充电站;机动车充电销售;太阳能发电技术服务（除依法须经批准的项目外，自主开 展法律法规未禁止、未限制的经营活动） 企业名称东安广利绿色经济产业园发展有限责任公司法定代表人邓聪注册资本10000万人民币国标行业 租赁和商务服务业>租赁业>机械设备经营租赁地址湖南省永州市东安县白牙市镇工业园区创新创业大 楼企业类型有限责任公司（非自然人投 ...

Core Viewpoint - Tianhong Lithium Battery reported significant revenue growth in 2024 and a positive trend in Q1 2025, driven by increased demand in various sectors including electric vehicles and energy storage [1][2]. Financial Performance - In 2024, the company achieved operating revenue of 394 million yuan, a year-on-year increase of 37.15% [1] - The main business revenue grew by 29.88% due to the new distributed energy storage cabinet business and increased demand for electric motorcycles [1] - In Q1 2025, the company reported operating revenue of 102 million yuan, up 8.98% year-on-year, and a net profit attributable to shareholders of 3.0181 million yuan, reflecting a 54.13% increase in profitability [1] Market Expansion - The company is actively expanding into the Central and South American electric motorcycle markets while maintaining stability in the European and American markets, achieving notable market share growth [2] - In the domestic market, the company has launched a series of lithium battery products for three-wheeled vehicles, tailored to various climatic conditions and terrains, laying the groundwork for market expansion in 2025 [2] Product Development and Innovation - Tianhong Lithium Battery focuses on R&D, with 14.5123 million yuan spent on R&D in 2024, a 35.51% increase [3] - The company has developed a 215KWh distributed energy storage cabinet and is implementing intelligent scheduling strategies to help industrial clients reduce costs and improve efficiency [1][3] - The company has received 24 domestic and international patents, including 3 invention patents, and adheres to ISO9001 quality certification standards [3] Industry Trends and Strategic Direction - The lithium battery industry is expanding into new applications such as AI computing, robotics, and deep-sea equipment, driven by technological advancements [4] - Tianhong Lithium Battery plans to extend its product applications across various sectors, including electric two-wheelers, special vehicles, industrial equipment, and commercial energy storage [4] - The company aims to provide high-quality, reliable, and intelligent lithium battery products while focusing on flexible production and global layout to navigate industry challenges [4]

环保裂解炭黑市场价格趋势预测工具作为一种通过多维数据分析和模型拟合预测的工具，可以帮助企业和从业者更好地了解市场供求情况和价格变动趋势。 该工具主要包括以下几个方面的内容： 近年来，全球环保意识的崛起引发了对石化行业的关注，各国纷纷制定了更为严格的环保政策和标准。作为石化产业链中的重要组成部分，炭黑产业也面临 着新的挑战与机遇。环保裂解炭黑市场价格趋势预测工具的出现，为行业的可持续发展提供了有效的支持和指导。 炭黑是一种致密且磨蚀性强的黑色颗粒物质，广泛应用于橡胶、塑料、油墨等行业。传统的炭黑生产工艺却严重污染环境，给生态环境带来了巨大压力。为 了应对环境问题，越来越多的企业开始转向环保裂解炭黑生产技术。 环保裂解炭黑生产技术是利用石油焦化气排放中未经利用的裂解石脑油作为原料，通过高温裂解和物理处理等环保技术，有效降低了CO2和二氧化硫等有害 物质的排放，提高了炭黑产品的质量。环保裂解炭黑的出现不仅满足了市场对环保产品的需求，同时也带来了市场价格的变动。 价格波动因素分析。除了市场供求关系外，环保裂解炭黑价格还受到原材料价格、生产成本、政策法规、技术创新等多种因素的影响。通过对这些因素的分 析，可以深入了解价 ...

本报讯 （记者昌校宇）4月22日，普洛斯投资（上海）有限公司（以下简称"普洛斯"）发布的《新经济引擎 高质量发展 ——普洛斯中国2024年可持续发展报告》显示，在过去一年，普洛斯在中国市场的业务发展稳中有进，积极履行企业社会责 任，为产业、经济、环境、社会带来长期价值。 普洛斯中国区常务副董事长、执委会主席诸葛文静表示："普洛斯将ESG理念落在实处。通过为客户提供清洁能源解决方 案和高效的基础设施服务，持续为客户创造价值；秉持对投资人负责任的态度开展资产投资和管理，赋能被投企业实现前沿科 技和业务模式的突破。" 具体到报告亮点上，普洛斯新能源资产开发规模持续增长，分布式光伏、集中式光伏、风电以及储能等新能源基础设施累 计开发规模超过2GW，2024年新增开发规模近1GW。战略合作和投资方面，普洛斯与保碧新能源联合发起的分布式绿色能源 投资平台——洛能资本，在2024年完成新能源开发基金一期首轮关账，专注于对工商业分布式光伏、分散式风电等优质新能源 基础设施资产进行投资，预计总投资规模达100亿元，对应开发规模约3GW。 普洛斯通过旗下隐山资本等私募股权投资平台，深度链接智慧供应链与绿色经济，推动被投企业与普洛 ...

Investment Rating - Industry Rating: Recommended [5] Core Insights & Investment Recommendations - The visit of Nvidia CEO Jensen Huang to China highlights the strategic value of the Chinese AI market, emphasizing Nvidia's commitment to optimizing chip products that comply with regulations, reflecting the global attractiveness of China's AI industry ecosystem [2][24] - The upcoming May Day holiday shows a significant increase in domestic flight ticket bookings, with over 3.33 million tickets booked, a year-on-year increase of approximately 36%, indicating strong potential for consumer spending in the tourism sector [2][25] - AI is positioned at the intersection of technology and domestic demand, supported by policies and structural transformation, with a cautious optimistic outlook on core Chinese AI companies, suggesting that leading firms with foundational technology capabilities will gradually demonstrate long-term investment value [3][25] Market Performance Overview - In the week of April 14-18, 2025, the Shanghai Composite Index rose by 1.19%, while the SW Media Index increased by 1.91%, ranking 6th among 31 industries [12][18] - The gaming, sports, and advertising sectors led the sub-industry performance, with increases of 3.17%, 2.73%, and 2.37% respectively [12][16] Sub-Industry Data - The top three box office films were "Sunshine Flowers," "My World Movie," and "The Love That Doesn't Speak," while the top three streaming films included "The Legend of the Condor Heroes: The Great Hero," "Murder 3," and "Breaking Hell" [4] - The top three games on iOS were "Honor of Kings," "Peacekeeper Elite," and "Dungeon and Fighter: Origin," with the Android rankings featuring "Heart Town," "Honkai: Star Rail," and "Ghost Valley" [7][19]

Core Viewpoint - The negotiations for the China-ASEAN Free Trade Area 3.0 have substantially concluded, focusing on expanding cooperation in emerging fields such as digital economy, green economy, and supply chain connectivity [1] Group 1 - The China-ASEAN Free Trade Area 3.0 negotiations have reached a significant conclusion [1] - Both parties will enhance cooperation in digital economy, green economy, and supply chain connectivity [1] - There will be an emphasis on mutual integration in standards and regulations to promote trade facilitation and inclusive development [1]

Core Viewpoint - The forum on April 11, 2025, focused on promoting the transition to green production methods for sustainable development in Vietnam, emphasizing the importance of green economy and circular economy as global trends [1][2] Group 1: Government Initiatives - The Vietnamese government is committed to a development philosophy that prioritizes social progress, equity, and environmental sustainability over mere economic growth [1] - Various supportive policies have been implemented to encourage agricultural cooperatives to achieve sustainable and modern development [2] Group 2: Cooperative Sector - There are currently nearly 33,700 cooperatives operating in various sectors across the country, with a focus on transitioning to green production models and adopting modern technologies [2] - The cooperative sector is encouraged to break through institutional barriers and actively invest in green technologies and digital transformation to lead the green transition [1] Group 3: Forum Discussions - The forum included in-depth discussions on developing sustainable labor models, applying digital technologies, and enhancing the competitiveness of cooperatives [2] - An open dialogue was held to help cooperatives address challenges in production transformation, expand markets, and strengthen collaboration with enterprises in the green sustainable value chain [2]