在全面推进美丽中国建设、落实"双碳"目标、推动发展方式绿色转型的背景下，水务环保行业迎来发展 机遇。 参会嘉宾表示，要构建常态化协同机制，通过党建联建为纽带，凝聚行业合力，服务一线锤炼担当，共 同推动水务环保事业迈上新台阶，为美丽中国建设贡献更大力量。 （文章来源：人民网） 日前，中国铁工投资建设集团有限公司、华能长江环保科技有限公司、中国南水北调集团新能源投资有 限公司等27家企业，在由中国铁工投资建设集团主办的"水务环保企业党建联建暨'十五五'创新与发展 研讨会"上共同签署了《党建联建合作协议书》，明确以"党建引领、资源共享、优势互补、聚力合 作"为原则，推动行业协同和企业创新。 中国中铁股份有限公司党委常委张建强表示，将继续发挥全产业链优势，深化与各省市合作，推动城市 更新、水务环保等领域项目落地，为美丽中国建设贡献力量。 ...

Core Viewpoint - Yistar Group Co., Ltd. is focusing on expanding its renewable energy and overseas business segments, with significant growth expected in solar, wind, and energy storage sectors due to the implementation of "dual carbon" policies [1][2]. Business Overview - In the first half of 2025, Yistar achieved a revenue of 1.667 billion yuan, with the renewable energy segment accounting for 56.83% of total revenue [1]. - The overseas business has been steadily increasing, reaching 21.26% of total revenue in the first half of 2025, primarily from power supply products such as UPS and EPS [1]. Charging Infrastructure - Yistar's charging pile business serves a wide range of clients, including major power companies and automotive manufacturers, and features mobile charging robots to alleviate congestion at gas stations and service areas [2]. Liquid Cooling Technology - The company offers various mature liquid cooling solutions, including cold plate, immersion, and spray cooling technologies, applicable in charging piles, data centers, and energy storage systems [2]. Research and Development - In the first half of 2025, Yistar invested 101 million yuan in R&D, representing 6.08% of its revenue, and holds over 1,000 patents and software copyrights [2]. Sodium Battery Products - Yistar has achieved mass production of long-cycle and high-power sodium battery cells, developing applications for sodium battery UPS power supplies and automotive start-stop systems [2]. Silicon Carbide Development - The company has been involved in silicon carbide technology development since 2016 and aims to continue research and application in the third-generation semiconductor field [2].

Core Viewpoint - CATL (Contemporary Amperex Technology Co., Limited) has seen a significant stock price increase, with a market capitalization surpassing 1.8 trillion yuan, driven by strong performance and ESG (Environmental, Social, and Governance) initiatives [1][4]. Group 1: Company Performance - On September 29, CATL's stock rose by 4.46%, reaching a market value of 1.81 trillion yuan, with a one-month increase of 43% [1]. - The stock price briefly exceeded 400 yuan, marking a historical high and surpassing Kweichow Moutai's market cap at that time [1]. Group 2: ESG Reporting - CATL published its 2024 ESG report, which is 167 pages long and covers governance, environmental, and social aspects [4]. - The report highlights key focus areas such as R&D innovation, risk management, and product quality and safety [3][8]. - 67% of A-share lithium battery companies have released ESG reports, which is significantly higher than the average disclosure rate in the A-share market [1][6]. Group 3: Sustainability Initiatives - CATL has established a dedicated committee for sustainable development and aims for carbon neutrality in core operations by 2025 and throughout the value chain by 2035 [4][5]. - The company has implemented a "zero-carbon strategy," achieving a 74.51% share of zero-carbon electricity in its core operations and reducing greenhouse gas emissions per product by 20.97% year-on-year [4][9]. Group 4: Industry Context - The lithium battery industry is under increasing pressure to meet stringent environmental regulations, particularly from the EU, which necessitates early compliance from export-oriented companies like CATL [5][9]. - The focus on product safety and carbon footprint management is critical, as the battery is a high-value component in electric vehicles and poses significant safety risks [9].

Business Overview - The company achieved a total revenue of 166,749.51 million yuan in the first half of 2025, with high-end power equipment contributing 71,240.65 million yuan (42.72%) and the new energy sector contributing 94,754.24 million yuan (56.83%) [1][2] - The new energy business is expected to grow in proportion due to the implementation of "dual carbon" policies, focusing on solar, wind, and energy storage as new growth points [2] International Business - The overseas business accounted for 21.26% of total revenue in the first half of 2025, primarily from power products like UPS and EPS [3] - The company has established an ODM cooperation model with partners and has its own overseas sales team, targeting markets in Europe, Africa, the Middle East, and Southeast Asia [3] Customer Base - Key customers for the charging pile business include major power companies and automotive manufacturers, with mobile charging robots being used to enhance charging capabilities during peak times [4] Technology and R&D - The company has invested 1.01 billion yuan in R&D in the first half of 2025, representing 6.08% of total revenue, and holds over 1,000 patents [7] - The company has developed various liquid cooling technologies, enhancing efficiency and reducing power consumption in high-density computing environments [6] Product Development - The company has launched a range of sodium battery products, including UPS power supplies and energy storage cabinets, which offer advantages over traditional lithium and lead-acid batteries [8][9] - The company is involved in the development of silicon carbide (SiC) technology, focusing on application technology rather than direct production [10] Risk Management - The company plans to apply for the removal of risk warnings by the end of 2025, having completed necessary financial corrections and audits [11] Investor Relations - The company emphasizes transparency and regular communication with investors, ensuring compliance with information disclosure regulations [12]

图为宜昌楚能工作人员向参访者展示电池集装箱。 张畅摄 "50秒钟就能将13块314Ah电芯，精准组装成长约100厘米、宽约18厘米的模组。"宜昌楚能新能源工作 人员介绍，相比280Ah电芯，314Ah电芯组成的电池集装箱储电量提升逾50%，受到市场青睐。 从建成投产到产能全面释放，产品俏销海内外，楚能新能源宜昌项目仅用了两年时间。9月26日， 80GWh全新一代锂电池项目开工，叠加一期产能，宜昌楚能新能源总产能有望接近150GWh。 图为楚能电池集装箱。 张畅摄 短短两年间，楚能新能源在宜昌实现连续布局，成为该市新能源电池及材料产业蓬勃发展的生动缩影。 中新网宜昌9月29日电 (王梦媛)位于湖北省宜昌市夷陵区的楚能新能源(宜昌)锂电池产业园29日一派繁 忙。集装箱车间内，工人正在对刚刚下线的5MWh储能集装箱进行检验检测。这款被称为"大充电宝"的 集装箱式储能产品，将于10月出口至保加利亚。 近年来，该市实施"双碳引领、枢纽赋能、强产兴城"战略，推动化工产业向新能源电池、动力总成和高 端装备制造迭代升级，打造世界级动力电池产业集群和核心基地。宁德时代、山东海科、深圳欣旺达、 湖北楚能等头部企业纷纷重仓入驻。 ...

国家能源集团首席专家钟大龙认为，钙钛矿产业发展需要解决稳定性以及服役寿命、评价方法不完善等 难题。推动产业健康发展，要加大研发投入，解决钙钛矿高稳定性和高效率难以兼顾的问题。同时，走 稳实验室工艺方法，实现量产工艺的精益制造。 中国石油集团工程材料研究院高级工程师杨元博表示，目前，从电池效率、稳定性、成本、市场需求以 及与产业兼容性来说，钙钛矿和晶硅叠层优势比较明显。如何协同不同界面、不同材料之间的关系，将 影响电池稳定性。 "建议科研机构聚焦稳定性、核心材料、关键设备等问题，加强基础研究；企业发挥主体作用，加快中 试转化，力争在'卡脖子'领域实现自主可控，避免同质化竞争。"史玉波表示，建议加快完善标准体 系，打通研发中试量产堵点；企业间要加强协同，形成材料、设备应用的完整链条，提升产业整体竞争 力。要融入全球钙钛矿创新网络，在技术研发、标准互认、市场拓展等方面开展合作。 日前，在中国能源研究会主办的2025中国钙钛矿产业发展大会上，与会嘉宾表示，钙钛矿具有高效率、 低成本、低能耗、制造工艺简单等特点，要以科技创新为核心，全产业链协同发力，构建产业生态体 系，打通从"实验室到产业化"通道。 "面对新能源大规模 ...

《中国民航报》、中国民航网 记者邢路 报道：9月29日，2025辽宁省航空产业发展大会暨沈阳法库国际 飞行大会在财湖机场启幕。多弗航空携多款产品组成"工具箱"概念方阵参展，这是多弗航空首次在航展 上同时推出"有人机+无人机+'防御'系统"产品矩阵，体现了企业在航空全产业链布局的战略眼光。 多弗航空全新产品亮相 2025 辽宁省航空产业发展大会暨沈阳法库国际飞行大会 与会嘉宾体验多弗直升机 此外，该毁伤系统通过减配，还可以应用于弹药销毁，主要用于训练演习场未爆弹药（手雷、迫击炮 弹、穿甲弹、小型航弹等）的处置、反恐维稳场景下爆炸物的应急处置等。 多弗航空 CEO 程世辉介绍公司发展情况 多款产品组成"工具箱"概念方阵 参展的太阳能长航时无人机，翼展5.8米，采用超薄异质结太阳能翼面，单日光照可支撑"跨昼夜"不间 断飞行，实测升限突破7000米，续航潜力达90小时。未来翼展将达35米，升限有望超20000米。 机体已 预留自组网通信、IOT物联、可见光/红外/多光谱三轴云台、航空倾斜摄影、大气污染传感器等即插即 用接口，可以随时从航拍模式切换到环保监测模式。太阳能长航时无人机将"超长航时+高海拔+模块 化"做成标 ...

9月24日，以"美丽滨海：生态优先绿色发展"为主题的2025全球滨海论坛在盐城盛大启幕，30余个国家和地区的 300多名政商学界代表齐聚，共话滨海生态保护与绿色产业协同发展。论坛同期，9月24日-26日，德国联邦中小企 业联合会欧芬巴赫/莱茵美因大区区域主席库德瓦根一行顺势赴亭湖区考察，12家德企23位代表聚焦盐城环保科技 城产业发展与科技创新，深入重点企业、研发平台走访座谈，探寻绿色科技合作新机遇，为中德中小企业协同发 展注入新活力。 盐城环保科技城是盐城绿色产业重要载体，深耕节能环保领域多年，形成覆盖技术研发、装备制造、工程服务的 完整产业链，"双碳"大厦更是其"双碳"技术集成与服务输出的核心平台。目前，大厦已吸引罗克佳华、上海碳汇 林、通标标准技术(SGS)等30多家国内"双碳"领军企业入驻，构建起源头减碳、过程降碳、数智控碳到末端固碳的 全流程服务体系，与滨海论坛"绿色发展"理念高度契合，成为德企关注焦点。 代表团实地考察"双碳"大厦，详细了解企业运营与技术应用，与负责人围绕"双碳"技术落地、跨区域合作深入交 流。得知园区已为近百个工业项目提供全周期碳管理服务，部分技术达国际先进水平，库德瓦根由衷赞赏 ...

Core Viewpoint - The recent announcement of a private placement by a leading consumer electronics company has sparked significant interest, with institutions like social security funds and Hillhouse Capital investing tens of billions, leading to a rise in stock prices [1] Group 1: Characteristics of "Smart Money" - "Smart money" refers to long-term, stable institutional investors in the capital market, including social security funds, insurance funds, foreign capital, and public funds [4] - These institutions typically have large scales and strong risk resistance capabilities, with over 70% of social security fund investments allocated to low-volatility sectors like banking and public utilities [4] - Institutions possess significant information advantages, often leveraging industry research and policy analysis to make informed investment decisions [5] Group 2: Long-term Investment Strategies - Institutional investors adopt a long-term perspective, with insurance funds averaging a holding period of over three years, and social security funds holding core assets like Moutai for over ten years [6] - Companies are increasingly engaging with institutional funds through methods such as targeted private placements, which can lead to significant stock price increases, as seen with WuXi AppTec's 45% rise after a strategic investment from Sequoia China [7] Group 3: Market Confidence and New Opportunities - Share buybacks have exceeded 200 billion yuan in the A-share market in 2025, with companies like Midea Group investing 5 billion yuan to buy back shares, signaling confidence to the market [8] - Companies are also participating in industry fund formations to secure capital and resources, exemplified by LONGi Green Energy's partnership with IDG Capital to establish a photovoltaic industry fund [9] Group 4: Investment Strategies for Individuals - Individuals can learn from institutional logic by focusing on "certainty" sectors, such as areas benefiting from policy incentives like AI computing and low-altitude economy, which are priorities for social security funds in 2025 [9] - The strategy of regular investment, such as monthly contributions to the CSI 300 ETF, can help mitigate timing pressures, while diversifying holdings can follow the "core + satellite" approach used by public funds [10] Group 5: Investment Tools and Cautions - Investment tools like ETF index funds and REITs can lower entry barriers for individual investors, allowing them to invest in major tech companies or share in stable infrastructure dividends [11] - Caution is advised against "pseudo-institutional stocks" that may be subject to speculative trading, and individuals should set stop-loss limits to manage risks effectively [12] Group 6: Conclusion on "Smart Money" - The essence of "smart money" lies in using professionalism and patience to counter market uncertainties, encouraging individuals to cultivate a long-term investment mindset rather than merely envying institutional resources [13]

全球知名环境企业威立雅近日正式发布其在中国大陆地区的首份《威立雅中国2024年环境、社会及公司 治理(ESG)报告》。9月22日，在上海举行的媒体发布会上，威立雅中国大陆首席执行官顾丽华对ESG报 告进行了深度解读。 顾丽华介绍，威立雅的这份ESG报告从环境、社会、公司治理三个维度全面展现公司2024年在华可持续 发展成果，进一步彰显了其助力中国生态转型与"双碳"目标的决心。 生态转型是威立雅的立身之本。顾丽华介绍说，威立雅致力于成为全球生态转型的标杆企业，公司足迹 遍布世界五大洲、56个国家，成立至今170余年间，持续不断向市场输送切实可行的定制化水、废弃物 及能源管理方案。 当前，为有效应对全球性气候危机与资源循环等带来的挑战，威立雅重磅推出2024至2027年战略计 划"GreenUp"，拟向脱碳、降污、资源再生利用领域投入20亿欧元，通过扩大现有成果应用范围及科技 创新，实现稳健而有韧性的增长，铺就经济与生态和谐共存的未来之路。 顾丽华表示："自上世纪90年代进入中国市场以来，威立雅始终扎根本土，以全球领先的环境解决方案 服务城市与工业客户，已经在大陆与港澳台地区约50座城市投资及运营超过100个项目 ...