文 | 中关村储能产业技术联盟 4月23日，星星充电在上海成功举办"零碳生活战略发布会"。系统展示了其在新能源充电技术、全球化布局及零碳生活场景构建中的核心能力。 1、"Armstrong全自动机械臂充电系统"——无人驾驶的最后一块拼图， 挑战全球最快插枪速度，全面实现"全自动充电"； 2、液冷超充2.0时代——聚合功率池能力跃升至10兆瓦，双枪输出电流提升至2400A，启动时间缩短至3秒，虚拟电厂+微电网模式，让您三年多 赚一座充电站； 二、液冷超充2.0时代： 两兆瓦超充重磅发布，三年多赚一座充电站！ 截至2025年3月，星星充电液冷超充设备已通过全球商用认证，并率先在多个国家落地。 星星充电液冷终端交付突破10000个 。从1.0到2.0，星 星充电仅用一年时间完成技术迭代，而下一个"万枪计划"将更快实现——未来一年，液冷超充设备的全球部署速度将远超行业预期！ 三、家庭能源革命：从阳台微电网到家庭全屋绿能系统 针对家庭场景，星星充电推出阳台微电网与全屋绿能系统，为全球观众呈现从能源生产、存储到智能管理的全链路解决方案。无论是城市公寓还 是独栋住宅，用户均可通过模块化设计实现"发电-储电-用电"闭环。 3 ...

Core Viewpoint - The article emphasizes the development of new productive forces in Qionghai, focusing on five strategic directions: agricultural enhancement, marine economy, digital innovation, aerial industry, and green development, to attract investment and foster economic growth [5][6][10][12][16]. Group 1: Agricultural Enhancement - Qionghai is leveraging its unique climate to enhance its tropical fruit industry, introducing nearly 700 varieties of tropical fruits, with over 300 successfully trialed [8][9]. - The use of satellite technology in breeding has accelerated the development of new fruit varieties, significantly reducing the time needed for breeding [9]. Group 2: Marine Economy - Qionghai is developing the marine economy by enhancing the Tamen central fishing port, focusing on deep processing, distribution, and tourism integration within the fishing industry [10][11]. - The second phase of the South China Sea Museum is expected to enhance cultural exchange and support the construction of Hainan's free trade port [10][11]. Group 3: Digital Innovation - The introduction of smart transportation systems, including autonomous buses, is part of Qionghai's "vehicle-road-cloud integration" project, improving traffic efficiency and safety [12][13]. - Qionghai is a pilot city for national smart vehicle integration, aiming to expand its capabilities in autonomous vehicle testing and development [13]. Group 4: Aerial Industry - The construction of the third phase of Boao Airport is underway, featuring a zero-carbon terminal designed to handle 2.05 million passengers annually [14][15]. - Qionghai is planning to develop an airport economic zone to focus on air cargo, maintenance, and general aviation services [15]. Group 5: Green Development - The Boao near-zero carbon demonstration zone has achieved significant milestones in carbon neutrality, recognized by international standards [16][17]. - Qionghai is developing ecological products and exploring carbon trading to balance ecological and economic benefits, contributing to sustainable development [17].

石太高速公路改扩建项目指挥长张启云说，"零碳"算的是长期账、综合账，石太高速公路改扩建项目由 原来4车道拓宽为6车道(部分区域8车道)，设计时速也从60公里/小时提升到了80公里/小时至100公里/小 时，后续运营时还会在路基边坡、服务区安装太阳能相关设备，逐步消减建设过程中的碳排放，实现零 碳运营。 河北省交通运输厅透露，"十四五"以来，截至2025年第一季度，河北省高速公路完成投资1658亿元，目 前国家综合立体交通网主骨架路线全部建成，与京津高速接口达30个、与周边五省(区)接口达29个。 2025年，河北将建成高速公路312公里、总里程突破9000公里，逐"绿"前行，正成为道路建设的"新"理 念。(完) （文章来源：中国新闻网） 4月24日，石太高速公路改扩建项目正在施工。(无人机照片) 河北省交通运输厅供图 废旧轮胎变身橡胶沥青代替传统沥青铺设路面、高速公路护坡工程中增加绿化植生袋进行生态保护、服 务区安装太阳能设施逐步消减建设过程中的碳排放……近日，中新网记者走进河北首条"碳中和"高速公 路施工现场，此间从设计到建设，绿色、低碳理念已贯穿全过程。 太行山深处，石太高速公路改扩建项目正在施工。在项目 ...

点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客 户，用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限，若给您造成不便， 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 报告摘要 根据公司公告中援引的每日风电数据，2024年国内海风中标容量为13.7GW；由于海风项目从招标到装机 需2年左右，该中标量为未来两年装机增长奠定了坚实基础。随着江苏、广东海风项目审批和航道问题逐 渐解决，标志性海风项目有望在2025年开工并迎来大规模开发建设。截至2024年底，公司在手项目青洲 六、华能临高等项目已陆续实现完工交付；国核院海洋牧场、青洲五/七导管架、华润苍南升压站项目相继 启动施工，计划于25年上半年陆续发运，这为公司业绩带来较强的改善动力。此外，公司积极布局欧洲， 建立德国基地，以加速出海进程，进一步打开成长空间。 积极推进零碳实业业务发展，加快新能源开发建设 公司集中投入资源进行重点区域资源开发，截至20 ...

Group 1 - The UK government is actively attracting international investment into green energy projects through new policies and funding plans, aiming to position the UK as a global leader in renewable energy [1] - Since taking office in July last year, the UK Labour government has introduced a series of policies to promote green transition, supported by national funding for renewable energy, attracting billions of pounds in private investment [1] - The government plans to leverage the current geopolitical situation with the US to encourage financing for energy projects, providing cash and infrastructure improvements for companies looking to establish manufacturing plants and supply chains in the UK [1] Group 2 - UK Prime Minister Keir Starmer announced at the recent energy summit that the government will fully commit to achieving a low-carbon future and accelerate the green transition to reach net-zero carbon emissions [2] - Starmer emphasized that addressing the climate crisis and enhancing energy security is embedded in the government's DNA, with strong industrial policies aimed at seizing opportunities from low-carbon technologies [2] - As the US progresses slowly in green transition, the UK is actively capitalizing on the high demand for funding in renewable energy and clean technology projects, which could rapidly elevate the UK to a renewable energy powerhouse [2]

Core Insights - Sunshine New Energy recently launched its new family energy station and published a guide for zero-carbon living, aiming to provide users with a comprehensive approach to sustainable energy solutions [1][3] Product Features - The new BIPV (Building-Integrated Photovoltaics) energy station features aesthetic, functional, and intelligent upgrades, including a new photovoltaic tile design that integrates seamlessly with various roof types [1] - The product breaks away from traditional color limitations, offering innovative color options that cater to user preferences for personalization [1][3] Technological Advancements - The energy station is designed for full roof coverage and optimized shadow management, allowing for higher energy generation and more flexible electricity usage [3] - The HEMS (Home Energy Management System) has evolved to connect the entire energy chain of generation, storage, and consumption, enabling smart control of household appliances [3] - AI technology is utilized to learn household energy habits, proactively managing backup power and optimizing energy usage strategies, resulting in an 8% reduction in electricity costs [3] Safety and Reliability - The product features a unique five-dimensional three-level protection system and a storm protection mode for extreme weather conditions, ensuring seamless energy storage and backup [3] Market Research and Trends - Sunshine New Energy collaborated with Xiaohongshu to release the "Zero Carbon Living Guide," which visualizes technological pathways and includes extensive user research and real-world case studies [3] - The report is based on over 3.7 billion interactions related to villa design and photovoltaic topics on Xiaohongshu, along with surveys of over a thousand high-net-worth families, focusing on trends in energy independence, cost reduction, and safety [3] Future Outlook - Experts predict that future home living will prioritize not only comfort but also sustainable aesthetics, with expectations for energy self-sufficiency, reduced consumption, uninterrupted power supply, enhanced safety, and AI-driven smart living [3]

Core Viewpoint - The company aims to become an internationally leading zero-carbon power technology company, focusing on new energy, clean energy, energy storage, smart grids, and digital energy solutions, with a mission to make electricity cleaner and smarter [5][6]. Company Overview - The company is dedicated to providing comprehensive zero-carbon power solutions, covering planning consultation, project development, design, construction, and smart operation [6][7]. - The business strategy is structured around "one body and two wings," which includes integrated power solutions and distributed energy products [5]. Business Solutions - **Power Energy Solutions**: The company offers full-cycle zero-carbon power solutions, addressing customer pain points and needs through a comprehensive service model [6][7]. - **New Energy Solutions**: The company provides wind and solar power solutions tailored to various geological and meteorological conditions, promoting efficient development and utilization of renewable energy [7]. - **Clean Energy Solutions**: The company has capabilities in designing and integrating various types of clean energy systems, including gas turbines and nuclear power plants [8]. - **Energy Storage Solutions**: The company focuses on advanced energy storage technologies to support stable operation of renewable energy systems [9]. - **Grid Solutions**: The company provides high-reliability and cost-effective grid solutions, covering a wide range of voltage levels and ensuring efficient operation of power systems [10]. Products - **Distributed Energy Storage Systems**: The company integrates photovoltaic generation, energy storage technology, and smart energy management to offer high-quality distributed energy storage products [12]. - **Digital Energy Products**: The company leverages advanced technologies such as AI and IoT to create energy management systems and data platforms, enhancing operational efficiency and supporting smart energy transitions [13]. Financial Highlights - The company has not needed to restate previous financial data, indicating stable financial reporting practices [14]. - The company has approved a share buyback plan, allocating between RMB 50 million and RMB 100 million for repurchasing shares at a maximum price of RMB 34.59 per share [15][16].

方大特钢 20250427 摘要 • 方大特钢一季度通过优化采购和能源回收，节省成本近 3,000 万元，自发 电量同比提升 25.04%，吨钢煤气回收热值增加 10.12 万千焦，推动毛利 率同比提高 75.2%至 10.04%。 • 一季度，方大特钢产量达 102.76 万吨，日均产量稳居万吨平台，销量为 102.86 万吨，建材销量同比增加 4.73%，工程销售提升 19.6%，转销率 超过 100%，通过优化物流成本，工程直供比例持续攀升。 • 方大特钢将 2025 年定位为创新年，一季度完成 549 项小改小革，效益 471.78 万元，投入产出比提升 23.43%。与华为、宁德时代战略合作， 聚焦 AI 大模型、零碳经济、新材料研发，并计划三年内引进 1,500 名高 层次人才。 • 方大特钢通过成本管控，吨材成本下降 634 元，总影响成本约 6 亿元。尽 管市场价格下降导致销售价格影响下降 4.5 亿元，但购销差价扩张使得中 间仍有约 1.5 亿元毛利。 • 方大特钢保持 420 万吨左右的产能，一季度盘点量突破，得益于下游客户 接单改善和国内工程机械需求增加，产品毛利率为近三年最佳。弹簧扁钢 ...

Core Viewpoint - Sunshine New Energy launched its new family energy station and the "Zero Carbon Living Guide" at the Green Lifestyle Design Forum, aiming to promote zero-carbon living solutions to users [1][10]. Product Launch - The new BIPV (Building Integrated Photovoltaics) energy station features aesthetic and functional upgrades, including customizable colors and designs to integrate with various roof types [3][5]. - The product emphasizes a high-tech core, offering full roof coverage, shadow optimization, and a smart home energy management system that reduces electricity costs by 8% [5][10]. User Experience and Feedback - Influencer "Xiao Douhua" praised the product for alleviating electricity cost concerns, highlighting its user-friendly features [7]. - Designers noted the ecological design aspect, which allows buildings to engage in self-sustaining energy practices, enhancing both aesthetic and functional value [7][10]. Collaborative Efforts - Sunshine New Energy and Xiaohongshu (Little Red Book) released the "Zero Carbon Living Guide," based on extensive user research and case studies, to provide insights into family energy solutions [10][12]. - The establishment of the "Zero Carbon New Villa Design Master Alliance" aims to promote resource sharing and innovation in green living [12].

一座座工厂拔地而起，预示着宁德时代的竞争力一点点在加强。 起点锂电获悉， 4 月 24 日罗源时代一期正式动工。 宁德时代在 该项目 上豪掷 65 亿元 ，计划在 900 亩 的土地上建设出 标准化厂房及 电池生产线， 体量定为 40GWh ，年产值超百亿元。 40GWh 是什么概念？起点锂电经查询后发现，目前规划到此体量的电池基地，正式运转的只有特斯拉上海储能工厂和加利福尼亚储能工厂。 也就是说，该工厂一旦开始运转，宁德时代将甩开其他二线电池厂一大截，形成断崖式领先。 罗源时代 与宁德时代在宁德的总部互为犄角，建成后会形成总部研发与罗源智造遥相呼应的局面，区位优势明显，可进一步提升福州以北地 区的经济活力，形成新的新能源产业集群。 罗源项目审批进展极快，今年 年 1 月 2 日，福州市人民政府与宁德时代 相关人员会晤， 现场进行罗源项目签约 ， 3 月 7 日罗源时代新能 源科技有限公司完成注册登记， 3 月 24 日完成备案登记， 到如今开工仅有一个季度多的时间 。 01 多地开花 除了罗源基地外，宁德时代今年项目相当多。 2 月山东时代基地扩建项目审批意见公示 出炉，拟建设相关 扩建项目， 体量 30G ...