陈志杰介绍，消费者可以到迦南酒业的酒庄沉浸式体验场景，切身感受酒企的环保理念。酒庄采用科学、可持续和传统耕种方式来维持葡萄园的健康生态， 让客人从到达酒庄起就能感受到酒庄的盎然绿意。为了增加植物的多样性，并不仅仅只种植生产作物，葡萄园采取的是勉耕法，保留葡萄植株行间的草，且 在草量不够时还会特别种植玉米、苏丹草、小麦等，以增加土壤活性与营养。在葡萄园及种植灌木树篱，规划坡地的供水，并让这些设施和景观自然融合。 北京商报讯 （记者 刘卓澜）5月29日，2025酒业文化论坛暨酒企可持续发展消费力论坛在北京国际饭店举办。此次论坛以"可持续酿未来 酒业高质量发展新 路径"为主题，立足可持续发展规划，跨界整合B端资源，有效激活C端消费力释放。 此次论坛的圆桌对话环节上，迦南酒业公共事务经理陈志杰表示，酒企需要更多地去挖掘自身的环保理念投入，让消费者感受到生产环境、生产工艺，以及 对环保植入的方式。 与此同时，酒企在多样性上也需要发力。陈志杰表示，迦南酒业酒庄内还设立了养殖小院，饲养了马、羊、鸭、鹿等动物，增加了整个园区的物种多样性， 同时再用动物的粪便养地，形成一个良性生态循环；并有自有菜园，供酒庄员工及来访客人用餐。 ...

Group 1 - The Guangzhou Municipal People's Congress held its 38th meeting from May 27 to 28, 2024, chaired by Wang Yanshi [2] - The meeting approved the decision to abolish the "Guangzhou Real Estate Development Measures" and reviewed several legislative drafts including the "Guangzhou Construction Waste Management Regulations (Revised Draft)" and the "Guangzhou Land Space Planning Regulations (Second Review Draft)" [2] - Reports were presented regarding the implementation of urban and rural planning for 2024, environmental conditions, and the completion of environmental protection goals [2] Group 2 - Personnel appointments were made, including the appointment of Chi Jun as the Director of the Guangzhou Water Affairs Bureau and Luo Shaoxiong as a judge and vice president of the Guangzhou Intermediate People's Court [3] - The meeting also approved the appointment of several district-level prosecutors in Guangzhou, including Shen Wanjun as the Chief Prosecutor of Huangpu District [3] - A report on the qualifications of some representatives was reviewed and approved by the Standing Committee of the 16th Guangzhou Municipal People's Congress [3]

| 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 线上参与瑞晨环保 2024 年度业绩说明会的全体投资者 | | 人员姓名 | | | 时间 | 2025 年 5 月 28 日 15:00-16:30 | | 地点（形式） | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人 | 董事长、总经理：陈万东先生 | | 员姓名 | 独立董事：陈建波先生 | | | 副总经理、董事会秘书：程原先生 | | | 财务总监：朱福涛先生 | | 投资者关系活动 | 上海瑞晨环保科技股份有限公司（以下简称"公司"）就 投资者在本次业绩说明会中提出的问题进行了回复，主要问答 情况如下： | | 主要内容介绍 | 问题 1:公司业务是否存在季节性特征，为何公司第四季 | | | 度的收入较高？ | | | 答：您好！整体而言，公司第一季度收入占比相对较低， | | | 第 ...

Market Overview - The overall market experienced a slight decline with the Shanghai Composite Index down 0.02%, the Shenzhen Component down 0.26%, and the ChiNext Index down 0.31%, indicating cautious market sentiment with over 3,400 stocks in the red [3][4] Key Investment Themes Environmental Protection and Energy - The solid waste treatment and combustible ice sectors saw strong gains, with stocks like Yuhua Tian and Boschke hitting the daily limit of 20%. This surge is driven by enhanced environmental policies and new regulations on industrial solid waste management [4] - Companies in this sector are expected to have a policy moat and performance outlook, suggesting that investors should consider gradual accumulation during pullbacks, especially in leading firms with technological barriers [4] Consumer Recovery - The food and beverage sector showed activity, with stocks like Huanlejia reaching a 20% limit up, driven by the upcoming summer consumption peak and anticipated price increases in some consumer goods [4] - However, the pharmaceutical sector faced collective adjustments, with companies like Ruizhi Pharmaceutical and Xue Rong Biological leading the decline due to rising expectations for centralized procurement and some companies' performance falling short of expectations [4] Technology Sector - The controlled nuclear fusion concept gained traction, with stocks like Libote and Rongfa Nuclear Power hitting the daily limit. This area is part of the new energy sector, with strong expectations for technological breakthroughs and a willingness from investors to pay premiums [5] - Conversely, the cross-border e-commerce and chemical sectors experienced pullbacks, particularly in the epoxy propane segment, primarily due to fluctuations in raw material prices [5] Market Sentiment and Strategy - Investors are advised to focus on structural opportunities concentrated in policy-driven and performance-reliable sectors, rather than being swayed by daily market fluctuations [6] - There was a slight inflow of northbound capital, but significant divergence among domestic investors suggests the need to monitor future volume expansion [6] - Maintaining a controlled position is recommended while waiting for market shifts, with strong support around the 3,300-point level for the Shanghai Composite Index [7]

Group 1 - The article discusses a shift in consumer behavior from large-scale consumption to niche markets, emphasizing the importance of finding smaller, dedicated customer bases [2][5][24] - There is a growing trend towards small, specialized businesses that cater to specific consumer needs, reflecting a desire for unique and personalized experiences [4][21][38] - The emergence of niche brands in various sectors, such as food and fashion, indicates a shift towards quality and individuality over mass production [11][17][37] Group 2 - Consumers are increasingly seeking products that enhance their quality of life and provide emotional satisfaction, rather than just functional benefits [21][23][39] - The article highlights the importance of community and local engagement in retail, with small businesses thriving in unique locations that foster personal connections [30][32][35] - The concept of "slow living" is gaining traction, with consumers prioritizing sustainability and mindful consumption over fast-paced lifestyles [38][40][44]

Group 1 - The energy-saving and environmental protection sector experienced a significant rally, with Boschke reaching a 20% limit up, and other companies like Qidi Environment, Fulongma, and Qiaoyin shares also hitting the limit up [1] - Other companies in the sector, such as Baolijie and Wanbangda, showed positive performance with notable increases [1][2] Group 2 - The Ministry of Ecology and Environment held a press conference on May 27, announcing plans to focus on the construction of a beautiful China and upgrade the ecological environment standard system [3] - The Ministry aims to accelerate the upgrade of ecological environment quality standards and pollutant discharge standards, and strengthen support for local standards [3] - Xinda Securities highlighted that during the 14th Five-Year Plan, there are increasing requirements for environmental quality and industrial green low-carbon development, suggesting that the energy-saving and environmental protection sector will maintain high prosperity [3]

□ 南京日报/紫金山新闻记者 杜莹 5月29日，一场国家级环保盛会将在南京启幕——由生态环境部宣传教育司指导，生态环境部宣传教育 中心、江苏省生态环境厅、中国石油化工集团有限公司、中国石油和化学工业联合会共同主办的全国石 化行业环保设施向公众开放启动仪式将在金陵石化举行。 事实上，早在2018年，生态环境部便在南京举办了首次全国环保设施向公众开放现场观摩会。彼时，南 京环保设施开放做法已收获高度认可，并作为典型经验向全国推广。从"老四类"到"新四类"，从"厂区 禁区"到"开放景区"，南京环保设施向公众开放工作何以如此吸睛？会前，记者进行了采访。 先行先试，为石化行业环保设施开放探路 踏入金陵石化厂区，占地1万平方米的大绿坡上草木葱郁，白鹭翩跹，远处炼塔与管线勾勒出工业美学 的天际线。谁能想到，这座如今备受公众喜爱的"石化版莫奈花园"曾是堆满建筑废料的荒山。现在，每 逢企业"公众开放日"，这里都是热门打卡点。 "从荒山到绿地，'变废为宝'的实践既生动又直观。"金陵石化安全环保部副经理曾波介绍，除了大绿 坡，公众还能参观脱硫脱硝装置，看到经过环保处置的水蒸气；走进年原油加工量1000万吨的炼油四 部，了解石化企业 ...

Core Viewpoint - Fangda New Materials has transformed from an unknown small enterprise into a leading company in the adhesive materials industry, leveraging capital and technological innovation to enhance its market position [1][2]. Company Development - Founded in 2003, Fangda New Materials has progressed through various stages, including listing on the New Third Board in 2016, moving to the Select Tier in 2020, and finally listing on the Beijing Stock Exchange in 2021 [1]. - The company started with logistics labels and has expanded into the adhesive materials sector, focusing on personalized packaging solutions for the rapidly growing express delivery market [2]. Market Trends - The express delivery industry in China is projected to handle 1,750.8 billion packages in 2024, reflecting a year-on-year growth of 21.5%, which directly increases the demand for adhesive labels [2]. - The company aims to capitalize on the booming express delivery sector, which is seen as a "golden track" for growth [2]. R&D and Production Capacity - Fangda New Materials emphasizes strong technological R&D capabilities and a comprehensive industrial chain layout, mastering key production processes and dozens of technical formulas [3]. - The company has initiated a project for producing variable information labels, utilizing advanced automation and smart production systems to enhance product quality and precision [3][4]. - The launch of three new production lines has alleviated previous capacity constraints, allowing for significant increases in adhesive material production [3]. Strategic Goals - The company is committed to digital transformation in manufacturing, focusing on smart production and environmental sustainability [4]. - Fangda New Materials has established partnerships with major logistics companies like JD, SF, and FedEx, which helps in continuous R&D and market feedback [5]. - Plans for 2024 include further increasing R&D investment and expanding market share through additional automated production lines [5]. Industry Outlook - The adhesive label industry is expected to see consolidation, with weaker companies being merged or transformed, leading to increased industry concentration [6]. - Fangda New Materials is positioned to leverage its product quality and smart manufacturing efficiencies to enhance its competitive edge in both domestic and international markets [6]. - The company has begun exploring overseas markets, establishing joint processing plants in the U.S. and Canada, and aims to expand its global footprint while maintaining a focus on international sales [6].

Summary of Donghua Technology Conference Call Company Overview - Donghua Technology is primarily focused on chemical engineering contracting, with a stable shareholding structure where China Chemical holds 47.08% and Shaanxi Coal Group holds 20.79%, totaling approximately 60% of shares [2][3]. Core Business and Growth Areas - The company maintains stability in traditional sectors such as paint, titanium dioxide, and synthetic ammonia while actively expanding into emerging fields like DMC Poe biodegradable materials, lithium battery materials, and green energy [2][4]. - The target for 2025 is to achieve revenue of 10 billion yuan, total profit of 570 million yuan, and contract signings of 22 billion yuan [2][6]. Financial Performance - In Q1 2025, the company reported revenue of 2 billion yuan and a total profit exceeding 100 million yuan, aligning with expectations [2][6]. - The chemical business is projected to grow by 13.46% in 2024, driven by high-quality contract reserves from 2021-2023, including DMC projects and lithium carbonate projects [2][11]. Strategic Partnerships - China Chemical supports Donghua Technology through policy, technical research, and human resources, while Shaanxi Coal Group contributes through business collaboration and project support [2][7][10]. - The collaboration with Shaanxi Coal Group has led to significant project support, including the Shaanxi Coal Phase II project [10]. Regional Focus and Market Opportunities - Donghua Technology has a strong presence in Xinjiang, with cumulative orders nearing 8 billion yuan and expectations of 5-6 billion yuan in future orders from the coal chemical market [2][15]. - The company signed approximately 8.736 billion yuan in new overseas contracts in 2024, with projects in Bolivia and Iraq underway [2][26]. Emerging Fields and Innovations - Significant advancements have been made in new materials, renewable energy, and environmental protection, including the development of DMC Poe biodegradable materials and investments in graphene production [5][19]. - The company is also focusing on high-end chemical production projects, with expectations for profitability from projects like ethylene glycol and biodegradable materials [19]. Environmental Initiatives - Donghua Technology has invested in 13 environmental projects, with 8 already operational, generating stable annual revenues of 30-40 million yuan [16][18]. Future Outlook - The company aims to double its total profit to exceed 1 billion yuan by the end of the 14th Five-Year Plan, with a current market value of 6.5 billion yuan [30][31]. - Donghua Technology is well-positioned for growth, with a unique advantage in the chemical engineering sector due to high entry barriers and a favorable competitive landscape [32][33].

饮料无菌灌装设备是专用于在无菌环境下灌装饮料的自动化系统。它通过超高温瞬时灭菌（ UHT ）、无菌过 滤或化学灭菌等方式对饮料及包材进行预先灭菌，并在密闭洁净的环境中完成灌装封口，确保产品在常温下长 期保存不变质。饮料无菌灌装设备广泛应用于果汁、乳制品等液态食品行业，其核心优势包括延长保质期、保 留营养成分、减少防腐剂的使用，同时还具有高精度灌装、高速生产、智能控制等特点，满足了现代食品工业 对高效、安全、环保的需求。 根据 QYResearch 最新调研报告显示， 预计 2 029 年北美 饮料无菌灌装设备 市场规模将达到 3.85 亿美元 ，未 来几年年复合增长率 CAGR 为 2.18% 。 北美 饮料无菌灌装设备 市场前 17 强生产商排名及市场占有率（基于 2 022 年调研数据；目前最新数据 以本公司最新调研数据为准） 北美范围内， 饮料无菌灌装设备 主要生产商包括 Krones 、 Tetra Laval 、 SIG Group 、 KHS Group 、 Newamstar 等，其中前五大厂商占有大约 44% 的市场份额。 就产品类型而言，目前 全自动 是最主要的细分产品，占据大约 92% 的 ...