21世纪经济报道记者郑青亭、实习生范书晴 北京报道 "巴西是第一个同中国建立战略伙伴关系的国家，也是首个与中国建立全面战略伙伴关系的拉美国家。 近年来，中巴关系始终不断提升，为推动全球南方国家的共同发展提供了有力支撑。"5月10日，中国社 会科学院拉丁美洲研究所副所长、研究员岳云霞在接受21世纪经济报道记者专访时说道。 据中国外交部消息，巴西联邦共和国总统卢拉将于5月10日至14日对中国进行国事访问。对此，岳云霞 表示，此次访问不仅将推动中巴双边关系发展，也为深化中拉合作创造了关键契机。"当前，中拉合作 正处于关键推进阶段。巴西作为拉共体的重要成员，其领导人此时访华具有重要意义。" 2017年5月，中巴扩大产能合作基金正式启动。2023年初，中巴签署在巴西建立人民币清算安排的合作 备忘录，推动使用本币进行双边贸易结算。2024年11月，中巴签署《中华人民共和国政府和巴西联邦共 和国政府关于共建"一带一路"倡议同"加速增长计划""巴西新工业计划""生态转型计划""南美一体化路线 计划"对接的合作规划》。 中巴关系不断深化，两国合作超越双边范畴 今年，巴西将主办金砖国家领导人峰会和联合国气候大会（COP30），成 ...

Core Insights - The emergence of DeepSeek in early 2025 highlights China's innovative capabilities on the global stage, showcasing strong potential in various sectors including generative AI, humanoid robots, civil aviation, and quantum information [1] - The discussion emphasizes that innovation today is characterized by technological convergence and cross-industry collaboration, moving away from isolated technological advancements [5] Group 1: Industry Innovation - The current innovation landscape is marked by a shift towards collaborative efforts among companies, with a focus on integrating various technologies rather than developing them in isolation [5] - Companies like China General Technology Group and Haier are actively engaging in partnerships to enhance their innovation capabilities, reflecting a new paradigm in industrial development [6] Group 2: AI Application and Assessment - In an AI assessment, Haier Group scored 90, leading the evaluation, while China National Machinery Group scored 80, and China General Technology Group received 75, indicating varying levels of AI integration and application [7] - Haier's high score reflects its commitment to fully embrace AI across all operations, aiming to enhance competitiveness and establish a global brand presence [8] Group 3: Future Directions - The rapid development of AI technology presents both opportunities and challenges for the manufacturing sector, necessitating a comprehensive embrace of AI in product design, manufacturing, and user experience [9] - Green transformation is identified as a crucial direction for future manufacturing development, with companies like Haier focusing on sustainable practices and personalized production through AI [10]

"这一块块'板子'看似不起眼，连在一起却可满足企业约20%的用电需求，每年节约生产成本近百万元，减少二氧化碳排放约5000吨。"洛阳建龙微纳新材料 股份有限公司总裁李怡成说。 这是洛阳建龙微纳新材料股份有限公司厂房屋顶上的光伏电板。新华社发（杨振宇摄）驱车驶入洛宁县伏牛山区，在紫金矿业集团旗下的洛阳坤宇矿业有限 公司，已闭库的尾矿库上，光伏电板依山势整齐排列，深蓝色的面板与周边翠绿的树木交相辉映，科技感十足。 02:27 新华社郑州5月10日电（记者李文哲、杨静）河南省洛阳市是国家"一五"时期重点布局的工业城市。近年来，随着我国光伏发电技术进步、造价降低，当地 企业充分利用厂房屋顶、尾矿库等闲置空间建设起连片光伏设施。 在位于河南省洛阳市偃师区的洛阳建龙微纳新材料股份有限公司，厂房屋顶上连排的光伏电板在阳光照射下熠熠生辉。总面积6万余平方米的屋顶上，已安 装光伏组件上万块。 这是洛阳坤宇矿业有限公司尾矿库上的光伏电板。新华社发（杨振宇摄）国网河南电力洛阳公司数据显示，2020年以来，洛阳地区新能源装机容量连年翻番 增长，已发展成为仅次于煤电的第二大电源，其中分布式光伏装机容量占新能源装机容量的六成以上。 老工 ...

Group 1 - Accelerating the comprehensive green transformation of economic and social development involves profound changes in technology pathways, application scenarios, and the construction of a modern industrial system, necessitating better alignment with trends in key green technology innovation, major green industry innovation, and the integration of green technology and industrial innovation [1] - Green technology serves as the core engine for developing new productive forces, focusing on technological innovation as the driving force to transform environmental factors from external constraints to internal variables, significantly enhancing the proportion of renewable energy utilization and reducing industrial carbon intensity [1] - The innovation breakthroughs in green technology can drastically lower the cost of clean energy usage and improve conversion efficiency, shifting energy distribution from a resource-dependent model to a technology-driven model, thereby modernizing ecological governance systems and capabilities [1] Group 2 - Green industries are a crucial carrier for the comprehensive green transformation of economic and social development, serving as the material foundation for synergistically promoting carbon reduction, pollution reduction, greening, and growth [2] - Promoting industrial innovation in low-carbon industries, ecological agriculture, and green services enhances the "green value" of the modern industrial system, facilitating the clustering of technology-driven and innovative enterprises and creating a strong industrial cluster effect [2] - Practical examples, such as the Beijing Economic-Technological Development Area, demonstrate how policy guidance, financial support, and technological innovation can drive enterprises towards green transformation [2] Group 3 - The deep integration of technological innovation and industrial innovation is a primary pathway, where technological innovation provides new tools and upgrade space for industrial development, while industrial innovation offers scenarios and carriers for the widespread application of new technologies [3] - Accelerating the deep integration of green technology innovation and industrial innovation helps to construct a technical symbiotic network within the green industrial ecosystem and fosters the collaborative evolution of technology, industry, and institutions [3] - Establishing a collaborative innovation system involving government, enterprises, universities, financial support, and social evaluation enhances the breadth and depth of the integration of green technology and industrial innovation [3]

编号：2025-001 | 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 □一对一沟通 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称 | 通过深圳证券交易所"互动易"平台 | | | （http://irm.cninfo.com.cn）进入"云访谈"栏目参与 | | 及人员姓名 | 公司 2024 年度网络业绩说明会的投资者 | | 时间 | 2025 年 5 月 9 日（星期五）下午 15:00-16:00 | | 地点 | 互动易平台（http://irm.cninfo.com.cn） | | 上市公司接待人员 | 公司董事长程芳芳女士（代行董事会秘书职责），总经理、 | | | 财务负责人齐龙龙先生，独立董事宋岩涛先生，副总经理 | | | 宗冉先生，副总经理武景海先生 | | | 公司于 2025 年 5 月 9 日（周五）15:00-16:00 在互动 | | | 易平台（http://irm.cninfo.com.cn）举行 2024 ...

日本正在讨论的方案是，作为对美国企业的技术支持和协助建造新船的交换、寻求美方调整加征关 税。除了强调将促进美国国内产业复兴的同时，日本认为，如果能协助美国建造军舰，还可作为安保方 面的贡献加以宣传…… 在与特朗普政府的关税谈判中，日本政府正在为打"造船牌"做准备。日本正在讨论的方案是， 作为对美国企业的技术支持和协助建造新船的交换、寻求美方调整加征关税。这是在强调将 促进美国国内产业复兴的同时，宣传日本在安全保障方面贡献的战略。 美国无法与视为竞争对手的中国展开合作。因此全球市场份额排名第二和第三的同盟国韩国 和日本将成为合作对象。特朗普自2024年再次当选美国总统以来，一直表示期待韩国在造船 业方面提供支持。 日本的造船业占世界市场份额的近2成，在品质和技术方面受到好评。在节能和省人化等特殊 性能方面具有优势。 作为国家战略，日本正在推进液化天然气(LNG)与氢能驱动的应对绿色转型（GX）的新燃料 船的开发、以及设计与建造的数字化。如果能与美国合作建造船只，也有望促进日本的增长 战略。 日本的造船技术也受到美国以外国家的关注。在澳大利亚引进的新型护卫舰的最终评选中， 日本的"最上级（MOGAMI）"护卫舰被 ...

Core Insights - The forum organized by Beijing Antai Technology Co., Ltd. focused on the development of the non-ferrous metal industry and showcased academic insights [1][3] Group 1: Industry Challenges and Opportunities - The non-ferrous metal industry is facing multiple opportunities and challenges, including green transformation, technological breakthroughs, and global industrial chain restructuring [3] - The electrolytic copper foil industry has shifted from a shortage to a severe oversupply due to chaotic capacity expansion, leading to a significant decline in processing fees and widening losses for companies [4] - Despite a slight recovery in processing fees in Q1 2025, the industry remains in a struggling phase, with long-term oversupply expected as many paused projects may restart when demand increases [4] Group 2: Market Analysis and Strategic Recommendations - The report on the aluminum industry highlighted the complexities of trade barriers, particularly due to the escalation of the trade war by the U.S., which negatively impacts the global aluminum supply chain [5] - China is expected to maintain a dominant position in the global aluminum supply chain despite external challenges, with companies advised to adapt to new changes, enhance product value, and diversify global supply chains [5] - Various young analysts presented insights on the metal industry chain, including gold concentrate, zinc, nickel, and antimony, providing recommendations for future strategies [5]

Economic Growth Outlook - Brazil aims to achieve an average annual economic growth of over 3% by 2026, driven by tax reforms, financial improvements, and green transitions [1] - The Brazilian economy is projected to grow by 2.9% in 2023 and 3.4% in 2024, marking the highest growth rate since 2021 [1] Fiscal Policy and Domestic Demand - The Brazilian government has injected over 350 billion reais (approximately 70.5 billion USD) into the economy through various measures to support domestic demand amid high interest rates [2] - Fiscal policies have played a crucial role in maintaining economic resilience, with government spending bolstering household consumption and service sectors as key drivers of GDP growth [2] Structural Reforms and Investment Climate - The Lula administration has initiated comprehensive reforms, including tax integration and carbon market legislation, with the unified VAT reform seen as a significant overhaul of the tax system [3] - These reforms are expected to simplify compliance costs for businesses and enhance tax efficiency, leading to increased private capital inflow in infrastructure and clean energy sectors [3] Green Economy and Foreign Investment - Brazil is positioning itself as a "green growth" nation, leveraging its renewable energy resources and low-carbon agricultural technologies to attract foreign investment [4] - Since 2024, various countries, including Germany, France, Japan, and China, have accelerated their investments in Brazil's green funds and sustainable infrastructure projects [5] - The green transition is enhancing Brazil's competitiveness in global green value chains, although challenges such as weak infrastructure and insufficient technology reserves remain [5]

马来西亚天然资源、环境和气候变化部长尼克.纳兹米日前表示，东盟国家拥有丰富的自然资源、不断 增长的市场、年轻化的人口结构与共同的发展命运，东盟各国应加强合作，协力加速区域绿色转型，共 同应对气候危机并携手构建低碳未来。(新华社) ...

Group 1 - The "Qinghui Cup" Youth Forum organized by Beijing Antai Technology Co., Ltd. emphasizes the importance of academic research and innovative thinking in the context of the non-ferrous metals industry facing green transformation and global supply chain restructuring [1] - The report presented by Antai's youth analyst highlights that nickel resources are crucial for national economic development, with China being the largest nickel consumer but heavily reliant on imports, necessitating the expansion of domestic nickel resource acquisition channels [1] - Recommendations include increasing nickel resource reserves, optimizing overseas resource layouts, enhancing diplomatic and security measures, and improving technological innovation and resource utilization efficiency [1] Group 2 - The report on polysilicon futures indicates that the futures will be launched on December 26, 2024, with delivery starting on April 1, 2025, and estimates the deliverable standard product quantity for 2025 to be between 297,510 tons and 545,880 tons [2] - Considering the conservative attitude of enterprises towards futures trading, the estimated deliverable quantity may decrease to 68,207 tons, representing approximately 4.10% of the national total production [2] Group 3 - The analysis of the Indonesian market for investment in alumina and bauxite highlights the rapid development of the aluminum industry in Indonesia, with rich bauxite reserves and competitive alumina costs [3] - The Indonesian government's improved foreign investment incentives and the presence of Chinese enterprises in the region indicate potential investment opportunities, although challenges such as competition for quality mineral sources and infrastructure deficiencies exist [3] - A comprehensive industrial chain layout, including alumina plants and smelting projects, is necessary for successful investment in Indonesia, rather than merely exporting raw materials [3]