Workflow
碳中和
icon
Search documents
龙源电力涨0.00%,成交额4687.45万元,后市是否有机会?
Xin Lang Cai Jing· 2025-12-24 11:04
Core Viewpoint - Longyuan Power Group Co., Ltd. is actively expanding its renewable energy projects, particularly in wind and solar power generation, while facing a decline in revenue and profit in recent financial results [2][7]. Company Overview - Longyuan Power's main business includes wind and solar power generation, with electricity and heat as its primary products [2]. - The company has signed a framework agreement with the People's Government of Tieli City, Heilongjiang Province, to develop a 3.53 million kilowatt new energy power generation project [2]. - Longyuan Power's operational wind power capacity in Xinjiang is 1.5908 million kilowatts [3]. Financial Performance - For the period from January to September 2025, Longyuan Power reported operating revenue of 22.221 billion yuan, a year-on-year decrease of 15.67%, and a net profit attributable to shareholders of 4.393 billion yuan, down 19.76% year-on-year [7]. - The company has distributed a total of 6.814 billion yuan in dividends since its A-share listing, with 5.582 billion yuan distributed over the past three years [8]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Longyuan Power was 34,200, a decrease of 16.42% from the previous period [7]. - The stock has seen a net outflow of 599,900 yuan today, with a total market capitalization of 127.571 billion yuan [1][4]. Technical Analysis - The average trading cost of Longyuan Power's shares is 16.66 yuan, with the current stock price near a support level of 14.97 yuan [5].
华虹公司股价涨5.01%,英大基金旗下1只基金重仓,持有8903股浮盈赚取4.69万元
Xin Lang Cai Jing· 2025-12-24 07:04
英大碳中和混合A(015724)基金经理为张媛、党晶。 截至发稿,张媛累计任职时间7年338天,现任基金资产总规模6.94亿元,任职期间最佳基金回报 190.51%, 任职期间最差基金回报-1.54%。 党晶累计任职时间35天,现任基金资产总规模3006万元,任职期间最佳基金回报10.12%, 任职期间最 差基金回报10.08%。 12月24日,华虹公司涨5.01%,截至发稿,报110.47元/股,成交23.15亿元,换手率5.23%,总市值 1917.76亿元。华虹公司股价已经连续3天上涨,区间累计涨幅5.33%。 资料显示,华虹半导体有限公司位于上海张江高科技园区哈雷路288号,香港中环夏悫道12号美国银行中 心2212室,成立日期2005年1月21日,上市日期2023年8月7日,公司主营业务涉及华虹半导体有限公司 是一家主要从事特色工艺晶圆代工的中国投资控股公司。该公司提供包括嵌入式/独立式非易失性存储 器、功率器件、模拟与电源管理、逻辑与射频等多元化特色工艺平台的晶圆代工及配套服务。该公司还 从事提供包括知识产权(IP)设计、测试等配套服务。该公司主要在国内市场从事其业务。主营业务收 入构成为:集成电 ...
中泰化学涨2.17%,成交额1.14亿元,主力资金净流入1019.19万元
Xin Lang Cai Jing· 2025-12-24 06:49
分红方面,中泰化学A股上市后累计派现22.22亿元。近三年,累计派现2.59亿元。 中泰化学今年以来股价涨9.05%,近5个交易日涨3.07%,近20日跌0.63%,近60日涨0.43%。 机构持仓方面,截止2025年9月30日,中泰化学十大流通股东中,东方红新动力混合A(000480)位居 第六大流通股东,持股1270.59万股,为新进股东。香港中央结算有限公司位居第十大流通股东,持股 981.42万股,为新进股东。 资料显示,新疆中泰化学股份有限公司位于新疆乌鲁木齐经济技术开发区阳澄湖路39号,成立日期2001 年12月18日,上市日期2006年12月8日,公司主营业务涉及聚氯乙烯树脂、离子膜烧碱等化工产品的生 产和销售。主营业务收入构成为:聚氯乙烯39.69%,氯碱类产品14.99%,粘胶纱线14.83%,其他煤化 工产品11.21%,粘胶纤维7.17%,其他纺织产品5.91%,其他(补充)3.40%,现代贸易1.35%,物流运输 1.21%,自制电0.24%。 中泰化学所属申万行业为:基础化工-化学原料-氯碱。所属概念板块包括:低价、碳中和、水泥、石墨 烯、可降解等。 截至12月10日,中泰化学股东户 ...
将碳中和铸入竞争力:海尔智家如何赢在绿色未来?
Sou Hu Wang· 2025-12-24 06:37
当下的家电行业,竞争达到了空前的热度。 根据奥维云网数据,2025年中国家电市场零售额预计仅增长2.4%。为了追求为数不多的增长空间,企 业间的内卷已成为了常态:卷价格,甚至不惜跌破成本线换取份额;卷技术,同质化严重导致创新力显 得苍白;卷服务,售后保修延长至十年之久。原本应该充满惊喜的消费市场,变成了一场比拼谁更 能"熬"的耐力赛。 在胶着之中,海尔智家悄然调转了航向,将目光投向更深远的地平线。 12月23日,海尔智家举办了"智绘零碳未来 共赴绿色新程"为主题的碳中和战略发布会,并发布国内家 电行业首个全球碳中和白皮书。在会上,海尔智家提出"不晚于2050年实现全球运营层面碳中和,全球 100%使用可再生能源"的气候战略目标。这是中国家电头部企业中,首个明确全球运营边界不晚于2050 年碳中和承诺。这标志着海尔智家的角逐场,从传统的市场占有率之争,拓展至一个以"零碳"为尺度的 全新维度。 2020年,我国正式提出"双碳"目标,力争2060年前实现"碳中和",即涵盖所有温室气体的净零排放。这 意味着家电行业广泛使用的、会释放温室气体的R32、R134a等制冷剂,必须被大幅削减。随着这一目 标推进,不少家电企业 ...
3月19-20日常州!2026锂电关键材料及应用市场高峰论坛
鑫椤锂电· 2025-12-24 06:16
2026锂电关键材料及应用市场高峰论坛 会议背景 2026年,锂电行业正以磅礴之势开启新一轮周期性增长浪潮,其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代,形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办: 鑫椤资讯 会议时间: 2026年3月19-20日 会议地点: 江苏·常州 会议咨询: 13248122922(微信同) 据鑫椤资讯的预测,2025年全球锂电池产量将达到2250Gwh,2026年的增长率将达到30%,其中储能 领域增速更是有望达到48.3%,呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求,对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而,从当前有效产能情况来看,电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口,如何保障稳定、高效的供应链,将成为抓住这轮确定性增长的关键。 -广告- 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 会议议题 为把握锂电行业这一轮发展机遇,鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市 ...
贝尔卡(青岛)智能装备有限公司取得欧盟国际可持续发展与碳认证证书
作为国内首家生物炭产品——天然植物超微粉(KGCPII)的生产公司,贝尔卡成功引进并研发天然植 物超微粉气化设备,拥有10余年专业设备制造和研发经验。目前,该公司已取得美国原装进口设备天然 抑菌成分精制技术、超临界萃取天然成分零残留绿色工艺两项专利技术。 贝尔卡产出的天然植物超微粉(KGCPII)具有高纯度、高效热解技术、高碳固定能力、低灰分等优 势,指标完全符合欧洲认证标准。在微观结构方面,贝尔卡天然植物超微粉(KGCPII)表面粗糙,布满不 规则矿物颗粒,内部富含微孔、中孔和大孔这些特征不仅大幅增加了其比表面积和吸附性能,还为微生 物提供了理想的的栖息和繁殖环境,有利于提升土壤微生物多样性和肥力。 中国质量新闻网讯(记者 朱文达)近日,贝尔卡(青岛)智能装备有限公司(以下简称"贝尔 卡")的生产工艺、流程以及产品成功取得了欧盟ISCC PLUS 国际可持续发展与碳认证证书。 随着全球碳中和进程加速及中国"双碳"战略的深化实施,生物炭产品作为兼具碳汇功能与环境修复 效能的可再生资源利用方式,在未来一段时间将更加引人重视。据悉,生物炭是以农作物秸秆、林业废 弃物、城市有机固废等生物质资源为原料,通过热化学转化 ...
上海电气涨2.02%,成交额6.58亿元,主力资金净流入7761.63万元
Xin Lang Cai Jing· 2025-12-24 05:30
Core Viewpoint - Shanghai Electric has shown a positive stock performance with a year-to-date increase of 5.67% and a recent trading volume indicating strong investor interest [1][2]. Financial Performance - For the period from January to September 2025, Shanghai Electric reported a revenue of 81.79 billion yuan, reflecting a year-on-year growth of 7.50% [2]. - The net profit attributable to shareholders for the same period was 1.065 billion yuan, marking a significant increase of 40.49% compared to the previous year [2]. Stock Market Activity - As of December 24, Shanghai Electric's stock price was 8.57 yuan per share, with a market capitalization of 133.18 billion yuan [1]. - The stock experienced a net inflow of 77.62 million yuan from main funds, with significant buying activity noted [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with a net buying amount of 759 million yuan on September 25 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 727,700, up by 3.31% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 28.29 million shares [3].
耐思特推迟原油淘汰期限
Zhong Guo Hua Gong Bao· 2025-12-24 04:01
Core Viewpoint - Neste, a Finnish renewable fuel giant, announced a revision of its climate goals, stating it will not meet its commitment to stop using crude oil at its sole refinery by 2035 [1] Group 1: Climate Goals Adjustment - Neste has postponed its target for carbon neutrality in production processes from 2035 to 2040, aiming to reduce greenhouse gas emissions from its operations by 80% by that year [1] - The company indicated that achieving the original timeline would require "a significant amount of currently unrealistic investments" [1] - The shift towards processing renewable and circular raw materials will be determined based on actual fuel market demand [1] Group 2: Leadership and Strategic Changes - Most of the previous climate goals were set during the tenure of the former CEO, with the new CEO, Kai M. L. Malinen, taking office in 2024 [1] - The new CEO has also indicated that the goal related to using waste plastic as a raw material at the Porvoo refinery has been shelved [1] Group 3: Market Reaction - Following the announcement, Neste's stock price rose by 3.9% in the Helsinki market, reflecting a positive market reaction to the strategic adjustment [1] - The market optimism is partly due to expectations that Neste will benefit from favorable policies introduced by the German government, which are likely to boost demand for its main product, renewable diesel [1]
新强联涨2.06%,成交额4.41亿元,主力资金净流入597.55万元
Xin Lang Zheng Quan· 2025-12-24 03:20
Core Viewpoint - Xin Qiang Lian's stock price has shown significant growth this year, with a year-to-date increase of 129.52%, despite recent declines in the last five and twenty trading days [1][2]. Group 1: Company Overview - Xin Qiang Lian is located in the Economic and Technological Development Zone of Xin'an County, Luoyang, Henan Province, and was established on August 3, 2005, with its stock listed on July 13, 2020 [1]. - The company specializes in the research, production, and sales of large slewing bearings and industrial forgings, with its main business revenue composition being 75.84% from wind power products, 7.26% from locking discs, and other categories contributing smaller percentages [1]. Group 2: Financial Performance - For the period from January to September 2025, Xin Qiang Lian achieved a revenue of 3.618 billion yuan, representing a year-on-year growth of 84.10%, and a net profit attributable to shareholders of 664 million yuan, reflecting a staggering increase of 1939.50% [2]. - Since its A-share listing, the company has distributed a total of 199 million yuan in dividends, with 104 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, Xin Qiang Lian had 43,400 shareholders, an increase of 40.32% from the previous period, with an average of 6,937 circulating shares per shareholder, down by 19.90% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 9.7529 million shares, an increase of 6.8771 million shares from the previous period, while new entrants include Dongfanghong Qiyuan Mixed A and Zhongou Jingqi Selected Mixed A [3].
《分布式能源规划员》(综合能源服务方向)培训通知丨系列培训
中国能源报· 2025-12-24 02:57
关于 举办 《分布式能源规划员》(综合能源服务方向)培训通知 各企事业单位: 《中华人民共和国能源法》 提出,鼓励发展分布式能源和多能互补、多能联供综合能源 服务,提高终端消费清洁化、高效化、智能化水平。多能联供综合能源服务 成为现代能 源产业发展的重要方向和实现碳中和的重要路径。 电力、冷热、用户之间的关系变得越来越紧密,打破不同能源品种单独规划、设计、运行 的传统模式,实现横向 "电热冷气水"能源多品种之间、纵向"源网荷储用"能源多供应环 节之间的协同,以及生产侧和消费侧的互动 ,正成为行业趋势。 目前,在我国熟悉用户用能特性,掌握能源规划、转化、智能控制等技术,并具备能效 碳排放 评估,通晓末端节能 减碳 、投资、建设、运营等跨 学科专 业 应用 人才匮乏, 严重影响各能源企业向综合能源服务转型和发展的进程。为此,中国能源报社 特 开 展 《分布式能源规划员》(综合能源服务方向)培训 ,参加培训并经考核合格者,由人力资 源和社会保障部 社会保障能力建设 中 心 颁 发 《 分 布 式 能 源 规 划员 》 (综 合 能 源 服 务 方 向)培训证书。 一、培训 形式 及时间 培训 地点 : 线上 培训 ...