来源：内容来自 联合报 ，谢谢。 台积电规划下半年量产2纳米制程，近期相关客户陆续浮上台面，继超微宣布下单台积电2纳米 后，市场传出，英特尔也加入台积电2纳米首批客户行列，将用于生产下世代PC处理器，现正于台 积电新竹厂区紧锣密鼓准备试产，以利后续调整良率。 对此，台积电表示不评论市场传闻，也不评论特定客户业务。英特尔也不对相关消息置评。法人看 好，随着2纳米客户订单持续涌进，将助益台积电下半年业绩持续热转。 如果您希望可以时常见面，欢迎标星收藏哦~ 英特尔已是台积电先进制程主要客户之一，去年2月，英特尔当时执行长基辛格证实，已把两款处 理器关键的运算芯片块（Compute tile）首度交给台积电生产，这两款产品就是后来的Intel Core Ultra 200V系列笔电处理器（代号Lunar Lake），与该公司首款AI PC桌上型处理器Intel Core Ultra 200S系列（代号Arrow Lake）。 其中，运算芯片块以台积电N3B制程生产，GPU芯片块以台积电N5P制程生产，SoC与I／O芯片块 则以台积电N6制程生产。 如今英特尔执行长改由陈立武领军，最新传出该公司会在自家产品内接续采用台 ...

Core Viewpoint - The company focuses on energy-saving and environmental protection equipment, contributing to sustainable development and carbon neutrality goals through innovative solutions in various industries [5][39]. Company Overview - The company is dedicated to the research, design, manufacturing, sales, and operation of energy-saving and environmental protection equipment, targeting sectors such as power, heat, chemicals, metallurgy, waste treatment, and new energy [5][28]. - The main products include slag energy-saving treatment systems, flue gas energy-saving treatment systems, full-load denitrification systems, clean energy consumption systems, desulfurization wastewater treatment systems, and steel slag energy-saving treatment systems [5][20]. Business Model - The company operates under two main business models: Engineering Procurement (EP) and Engineering Procurement Construction (EPC), focusing on customized solutions based on client specifications [29][33]. - The procurement strategy emphasizes building a resilient supply chain, utilizing demand-driven procurement and dynamic inventory management to optimize costs and efficiency [30][31]. Industry Situation - The energy-saving and environmental protection industry is a strategic emerging industry, driven by policies and capital to address energy transition and climate change challenges [39][40]. - The industry is experiencing a shift towards cleaner energy systems, with coal power transitioning from a base-load to a flexible power source, supporting renewable energy integration [40][41]. Technological Advancements - The company has developed innovative technologies such as air concentration evaporation technology and smoke-water dual-isolation phase change smoke deep cooling technology, enhancing system stability and efficiency [44][45]. - The integration of digital technologies, including big data and artificial intelligence, is being pursued to optimize energy management and equipment operation in coal-fired power plants [46].

Core Viewpoint - The company, Suzhou Longjie, reported a significant increase in net profit and revenue for the year 2024, indicating a recovery in its financial performance despite challenges in the polyester fiber industry. Company Overview - Suzhou Longjie specializes in differentiated polyester filament and PTT fibers, with a focus on high-end markets such as faux fur and environmentally friendly fibers [4][6]. - The company has a strong R&D capability, emphasizing product innovation and differentiation to maintain competitive advantages in the market [7][81]. Financial Performance - The company achieved operating revenue of 1,678,697,835.81 yuan, a year-on-year increase of 5.01% [10]. - The net profit attributable to shareholders was 57,763,484.81 yuan, representing a substantial growth of 301.73% compared to the previous year [10]. - Earnings per share were reported at 0.27 yuan, with a return on equity of 4.61%, an increase of 3.47 percentage points year-on-year [10]. Industry Context - The polyester fiber industry faced challenges due to fluctuating raw material prices and geopolitical factors, leading to a weak demand environment [2][3]. - Despite the overall industry being characterized by excess supply, the company has focused on high-quality development and cost management to improve profitability [6][10]. - The industry is expected to stabilize in 2024, with limited new capacity and a gradual recovery in demand, particularly for differentiated and functional fibers [2][4]. Strategic Initiatives - The company is committed to enhancing its operational quality by focusing on core business areas and optimizing product structures [80]. - A "Quality Improvement and Efficiency Enhancement" action plan has been established to ensure sustainable growth and investor returns [80][82]. - The company plans to maintain a stable dividend policy while considering share buybacks to enhance shareholder value [82]. Production and R&D Focus - The company is dedicated to developing high-performance, environmentally friendly fibers, aligning with national policies on sustainability [81][84]. - Continuous investment in R&D is prioritized to innovate and meet market demands for differentiated products [7][81]. Governance and Compliance - The company emphasizes compliance with regulations and governance standards, ensuring effective oversight and risk management [83][84]. - Training programs for key personnel are implemented to enhance regulatory awareness and compliance capabilities [83].

Core Insights - Harbin Senying Window Industry Co., Ltd. reported significant declines in both revenue and net profit for the year 2024, indicating severe challenges faced by the company [1][3]. Financial Performance - The company's revenue for 2024 was 566.54 million yuan, a decrease of 39.71% compared to 939.65 million yuan in the previous year [2]. - The net profit attributable to shareholders was -42.19 million yuan, down 128.90% from 145.97 million yuan in the previous year, marking a shift from profit to loss [3][4]. - The gross profit margin fell to 19.31%, a decrease of 15.10 percentage points year-on-year, primarily due to insufficient capacity utilization and intense market competition [3]. Revenue Breakdown - The wooden door and window manufacturing segment generated 403.90 million yuan, a 50.10% decline, with energy-saving aluminum-clad wooden windows contributing 382.88 million yuan, down 51.53% [2]. - The metal door and window manufacturing segment saw revenue increase by 27.17% to 145.56 million yuan, partially offsetting the overall revenue decline [2]. Cost and Expenses - Sales expenses increased by 13.80% to 60.28 million yuan, driven by higher employee compensation and marketing costs [5]. - Management expenses rose slightly by 4.24% to 48.10 million yuan, reflecting stable operational costs [6]. - Financial expenses decreased significantly by 53.08% to -11.73 million yuan, mainly due to reduced interest income [7]. Cash Flow Analysis - Operating cash flow net amount was 124.34 million yuan, down 16.32% from the previous year, indicating challenges in sales collections [9]. - Investment cash flow net amount improved to -109.34 million yuan, a 20.13% increase, reflecting a rise in cash inflows from investment recoveries [10]. - Financing cash flow net amount decreased to -39.83 million yuan, with cash inflows from borrowings increasing significantly [11]. Research and Development - R&D expenses remained stable at 32.01 million yuan, accounting for 5.65% of revenue, indicating a commitment to innovation despite financial challenges [8][12]. - The number of R&D personnel increased by 23.40% to 116, enhancing the company's innovation capabilities [13]. Market Environment - The real estate market's downturn significantly impacted the company's revenue, with new housing starts and sales declining by 23.0% and 17.1%, respectively [2]. - Increased competition in the energy-saving window sector poses a challenge, necessitating innovation and adaptation to maintain market position [14]. Raw Material Costs - Direct material costs constitute 58.90% of the main business costs, making the company vulnerable to fluctuations in raw material prices [16]. Accounts Receivable - Accounts receivable amounted to 290.94 million yuan, representing 13.18% of total assets, indicating potential cash flow risks if the real estate sector continues to struggle [17].

金融界 2025 年 4 月 19 日消息，国家知识产权局信息显示，中国电建集团中南勘测设计研究院有限公 司、中电建环保科技有限公司申请一项名为"12665.一种污水鼓风机节能系统和操作方法"的专利，公开 号 CN119797573A，申请日期为 2025 年 1 月。 专利摘要显示，本发明公开了一种污水鼓风机节能系统和操作方法，该节能系统包括生化池和鼓风机， 所述鼓风机的出气口与所述生化池的底部连通，还包括储气水池，所述储气水池底部安装有曝气装置， 所述曝气装置的进气口与所述鼓风机的另一个出气口通过曝气管道连通，所述储气水池的进液口与所述 生化池的出液口通过进水管道连通，所述储气水池的出液口与所述生化池的进液口通过出水管道连通。 本发明通过鼓风机剩余风量制备富氧水溶液存储至储气水池，后续引入生化池供氧，有效减少鼓风机的 总供气需求，从而降低鼓风机能耗。 天眼查资料显示，中国电建集团中南勘测设计研究院有限公司，成立于1994年，位于长沙市，是一家以 从事专业技术服务业为主的企业。企业注册资本135000万人民币。通过天眼查大数据分析，中国电建集 团中南勘测设计研究院有限公司共对外投资了88家企业，参与招投标项 ...

Group 1 - The company, Invt (002334), will hold its 2024 online performance briefing on April 17, 2025, from 15:00 to 17:00, featuring key executives for real-time communication with investors [1] - Invt reported a total operating revenue of 4.322 billion yuan and a net profit attributable to shareholders of 287 million yuan for the year 2024 [1] - The company focuses on providing specialized solutions in industrial automation and energy power sectors, emphasizing energy conservation, intelligent manufacturing, artificial intelligence, and digitalization [1] Group 2 - Invt is a leading enterprise in the industrial automation field, possessing advanced R&D capabilities and comprehensive technical levels among domestic brands, with significant technical barriers [2] - The R&D team has mastered core technologies for products such as frequency converters, PLCs, servo systems, electric vehicle control systems, and inverters, undertaking multiple national and local technology projects [2] - All products are independently developed, with the company holding all intellectual property rights [2]

Group 1 - The stock of Ruijie Environmental Protection (688335) shows a strong overall score of 51.71, indicating a positive trend direction [1][2] - The main cost analysis reveals the following prices: 9.63 yuan for the current day, 9.15 yuan for the 5-day average, 9.52 yuan for the 20-day average, and 9.10 yuan for the 60-day average [1][2] - The stock has not experienced any limit-up or limit-down events in the past year [1] Group 2 - The short-term resistance level is at 9.47 yuan, while the short-term support level is at 8.02 yuan [2] - The stock price has broken through the short-term resistance level, suggesting a potential short-term strength, although the mid-term trend remains unclear [2] - The K-line pattern indicates a "Red Three Soldiers" formation, suggesting a possible bottoming out and recovery [2] Group 3 - On April 14, 2025, the net inflow of main funds was 42.44 thousand yuan, accounting for 4% of the total transaction volume [2][3] - Large orders contributed a net inflow of 42.44 thousand yuan, while retail investors experienced a net outflow of 151.34 thousand yuan [2][3] - The stock is associated with several sectors, including the environmental protection industry (1.81%), energy conservation and environmental protection (1.90%), carbon trading (1.90%), and hydrogen energy (2.16%) [2][3] Group 4 - The latest financial data shows an earnings per share of -0.01 yuan and a sales gross margin of 7.607% [2][3] - There is no reported operating profit or net profit for the period [2][3]

2025年4月，四川省自贡运输 机械 集团股份有限公司（以下简称" 运机集团 "）发布2024年年度报告。 报告期内，公司在营业收入、净利润等关键指标上取得显著增长，但同时销售费用、财务费用等多项费 用也出现较大幅度变化。本文将对运机集团2024年年报进行详细解读，深入分析公司的财务状况与潜在 风险。 营收稳健增长，市场拓展成效显著 1营业收入情况 2024年，运机集团实现营业收入1,535,924,865.54元，与2023年的1,053,455,897.21元相比，增长了 45.80%。这一增长幅度表明公司在市场拓展方面取得了显著成效。从业务构成来看，输送机设备业务 是公司营收的主要来源，2024年该业务收入为1,535,924,865.54元，占营业收入比重达100.00%，同比增 长45.80%。 分地区来看，公司在不同区域市场表现各异。国外地区业务增长迅猛，实现销售收入1,038,029,037.06 元，同比增长26,491.07%，成为推动营收增长的重要力量。而在国内市场，部分地区如华北、华东、西 南地区营收出现下滑，其中华北地区营收16,654,980.68元，同比下降91.86%；华东地区营 ...

Core Viewpoint - The stock of Kaili New Materials (688269) is currently showing a weak performance with a comprehensive score of 48.58, indicating a bearish trend in the market [1]. Price Analysis - The current main cost for the stock is 24.70 yuan, with a 5-day main cost at 26.91 yuan, a 20-day main cost at 27.34 yuan, and a 60-day main cost at 25.66 yuan [1]. - The stock has not experienced any limit-up or limit-down events in the past year [1]. Technical Analysis - The short-term resistance level is at 27.92 yuan, while the short-term support level is at 26.98 yuan. If the stock price falls below the short-term support, a cautious approach is recommended [2]. - The mid-term resistance level is at 28.28 yuan, and the mid-term support level is at 26.86 yuan. A breach of the mid-term support indicates weak buying interest from major funds [2]. - The presence of a gap in the K-line pattern suggests potential market direction; an upward gap with high volume may signal a buying opportunity, while a downward gap indicates a possible market reversal [2][3]. - The "Double Flying Crows" pattern suggests that the market may be reaching a peak and could reverse [2][3]. Fund Flow Data - As of April 7, 2025, the net inflow of main funds is 20.24 thousand yuan, accounting for 0% of the total transaction volume. There is a net inflow of 80.31 thousand yuan from large orders, while large orders show a net outflow of 60.07 thousand yuan, and retail investors have a net outflow of 56.42 thousand yuan [2][3]. Financial Data - The latest financial report indicates earnings per share of 0.49 yuan, operating profit of 0.69 billion yuan, and a net profit of approximately 63.99 million yuan. The sales gross margin stands at 13.621% [4]. Related Industry/Concept Sectors - The stock is associated with several sectors, including Chemical Products (-10.95%), New Materials (-11.89%), Energy Conservation and Environmental Protection (-12.29%), and Central State-Owned Enterprise Reform (-9.59%) [4].

点 击 蓝 字 关 注 我 们 本文全文共 4095 字，阅读全文约 13 分钟 关于发布《新能源汽车售后维修服务能力技术要求》等11项交通运输行业标准的公告 公开征求对《乘用车燃料消耗量评价方法及指标》等4项强制性国家标准（报批稿）的意见 关于发布《新能源汽车售后维修服务能力技术要求》等11项交通运输行业标准的公告 | 索引号: | 000019713O11/2025-00010 | 机构分类: | 科技司 | | --- | --- | --- | --- | | 文号: | 交通运输部公告2025年第16号 | 主题分类: | 标准 | | 公开日期： | 2025年03月31日 | 行业分类: | 道路旅客运输;道路货物运输 | | 主题词： | 新能源汽车;售后维修;技术要求;行业标准 | 公文类型: | 部公告通告 | 3月31日，交通运输部网站公布"关于发布《新能源汽车售后维修服务能力技术要求》等11项交通运输 行业标准的公告"。 公告称，《新能源汽车售后维修服务能力技术要求》等11项交通运输行业标准（2025年第4批，见附 件）业经审查通过，现予发布。 附件《发布的11项交通运输行业标准编号、 ...