一块水泥砖能给手机、汽车充电？是真的！5月9日，记者从东南大学了解到，由中国工程院院士、东南 大学教授缪昌文和材料科学与工程学院教授周扬团队研发的仿生自发电-储能混凝土正式亮相。这项全 球首创的技术直击建筑行业高能耗痛点，将水泥从"能源消耗者"变为"能源综合体"，实现自发电与自储 能的双重突破。 历时4年研发 让水泥可发电、可储能 "建筑行业的碳排放占社会碳排放总量的50%，能耗占比也超过45%以上。"周扬告诉记者，以太阳能光 伏为代表的清洁能源技术，虽然可以有效地降低建筑碳排放，实现碳达峰、碳中和目标，但是受天气制 约大、储能成本高昂等短板也愈发凸显。为了解决这些问题，周扬团队依托重大基础设施工程材料全国 重点实验室，在国家自然科学基金首批原创-探索项目的资助下，历时4年研发了仿生自发电-储能混凝 土，涵盖自发电水泥基超材料、自储电水泥基超级电容器两大技术模块，让混凝土这种世界上用量最大 的建筑材料变为能源的生产者、储存者。 记者在现场看到，团队成员将4块自发电水泥串联在一起后，产生了3.1伏的电压，LED灯泡随即亮了起 来。水泥为什么可以自发电？周扬向记者解释到："有温差，自发电水泥材料就可以将热能转化为 ...

Group 1: Company Overview and Market Position - Hu塑科技 has established a strong market position in the backup power sector, leveraging 20 years of expertise and a solid reputation in battery safety management [4][9]. - The company has received significant funding since its IPO, enhancing its capabilities in market expansion, product development, and risk management [9]. Group 2: Financial Performance - In Q1 2025, the company reported a 27.16% year-on-year decline in revenue and a 16.17% drop in net profit, attributed to strategic adjustments in response to market conditions [8]. - The net cash flow from operating activities increased by 136.46% in 2024, primarily due to improved management of accounts receivable [5]. Group 3: Product Development and Innovation - The company has developed various Battery Management Systems (BMS) for different applications, including energy storage and commercial use, integrating them into the HV3S system for enhanced efficiency and reliability [3]. - Hu塑科技 is actively expanding its product offerings in the zinc-nickel battery sector through its subsidiary, Hu Zinc Energy, targeting multiple industries such as transportation and telecommunications [4]. Group 4: Market Trends and Future Outlook - The demand for backup batteries is expected to grow significantly, driven by policies like "East Data West Computing" and advancements in artificial intelligence, which increase the need for data processing capabilities [3][9]. - The company aims to capitalize on the growing market opportunities in data centers, energy storage, and communication sectors, with a focus on global strategic development [7]. Group 5: Strategic Initiatives - Hu塑科技 is committed to enhancing its market value through effective management strategies and responding to national policies on market capitalization [6]. - The company plans to continue its strategic integration within the industry, focusing on battery safety management technology to serve global customers [7].

Core Viewpoint - The company reported a total operating revenue of 9.12 billion yuan for the year 2024, reflecting a year-on-year growth of 1.27%, while the net profit attributable to shareholders was a loss of 663 million yuan, indicating a significant reduction in losses compared to the previous year [2][4][5]. Financial Performance - The company's total operating revenue was 9.12 billion yuan, with a year-on-year increase of 1.27% [2][4]. - The net profit attributable to shareholders was a loss of 663 million yuan, showing a substantial reduction in losses compared to the previous year [2][4]. - The operating income from the construction general contracting segment was 5.20 billion yuan, a decrease of 5.48% year-on-year [3][4]. - The infrastructure investment segment achieved an operating income of 1.89 billion yuan, representing a year-on-year growth of 17.82% [5][6]. - The green building segment reported an operating income of 1.98 billion yuan, with a year-on-year increase of 8.28% [6][7]. Strategic Developments - The company entered a strategic partnership with Hangzhou Communications Investment Group, which is expected to enhance its market position and operational capabilities [4][5][6]. - The transfer of 128,499,668 shares from the Lai Zhenyuan family to Hangzhou Communications Investment Group was completed, marking a significant step in the partnership [4][5]. - The company aims to leverage the resources and project capabilities of Hangzhou Communications Investment Group to strengthen its position in the infrastructure sector [4][5][6]. Industry Context - The construction industry faced challenges in 2024, with a decline in new contracts and construction area, reflecting a broader economic slowdown [7][8]. - The real estate sector also experienced significant pressure, with a 10.6% year-on-year decrease in development investment [8][9]. - Despite short-term challenges, the long-term outlook for the construction and real estate sectors remains positive due to ongoing urbanization and infrastructure development initiatives [8][9]. Operational Highlights - The company successfully secured five projects in the Hangzhou market, totaling 1.08 billion yuan, indicating progress in its strategic partnership [4][5]. - The company maintained a zero major safety and quality incident record throughout the year, showcasing its commitment to project management and execution [4][5]. - The company received multiple accolades, including being ranked among the top 80 contractors in China and the top 100 private enterprises in Shanghai [5][6]. Research and Development - The company obtained 30 new patents and 14 provincial-level construction methods during the reporting period, highlighting its focus on innovation [5][6]. - The green building segment has been actively developing technologies and products that align with national carbon neutrality goals, including the S-SYSTEM for prefabricated buildings [6][10][11].

Core Viewpoint - The company is set to hold its annual shareholder meeting on May 20, 2025, to discuss various proposals including the confirmation of director and supervisor remuneration for 2024, and to review the annual reports and financial statements for 2024 [3][4][5]. Group 1: Meeting Details - The meeting will take place both in-person and online, with specific voting times outlined for shareholders [3][4]. - The chairman of the board, Wang Minliang, will preside over the meeting, and the company secretary will be responsible for the meeting records [3][4]. Group 2: Financial Performance - In 2024, the company achieved a revenue of 1,027,357.74 million RMB, a 20.11% increase from 2023 [8][26]. - The net profit attributable to shareholders reached 101,303.89 million RMB, reflecting a 51.82% growth compared to the previous year [15][26]. - Total assets increased by 23.60% to 2,332,190.80 million RMB, while total liabilities rose by 31.95% to 1,518,406.87 million RMB [8][27]. Group 3: Operational Highlights - The company successfully launched two major projects in Guangxi and Hubei, each with an investment exceeding 10 billion RMB, enhancing its production capacity [24][25]. - Sales volume for 2024 reached 122.29 million tons, marking a 28.29% year-on-year increase [25][26]. - The company has optimized its product structure, particularly in high-end food packaging materials, which contributed to the revenue growth [27][28]. Group 4: Future Outlook - The company plans to continue expanding its market share and production capacity, particularly in the high-performance paper-based materials sector [24][29]. - The introduction of new product lines, including biodegradable food packaging materials, is expected to drive future growth [29].

Core Views - The report outlines the continuous supervision work conducted by Shenwan Hongyuan Securities for Zhongzi Technology Co., Ltd. after its listing, emphasizing compliance with relevant regulations and the establishment of a robust supervision system [1][2]. Continuous Supervision Work - Shenwan Hongyuan has established and effectively implemented a continuous supervision system, including a work plan [2]. - The institution has signed a rights and obligations agreement with Zhongzi Technology, which has been filed with the Shanghai Stock Exchange [2]. - Continuous supervision includes regular communication, site inspections, and due diligence to ensure compliance with laws and regulations [2][3]. Compliance and Governance - The institution supervises Zhongzi Technology's compliance with laws, regulations, and commitments made by its management [3][4]. - The company has been urged to establish effective internal control systems and governance structures [3][4]. - Information disclosure practices are closely monitored, ensuring that all documents submitted to regulatory bodies are accurate and complete [4][5]. Financial Performance - For the fiscal year 2024, Zhongzi Technology reported a revenue of CNY 1,564,932,497.13, reflecting a 1.35% increase from the previous year [12]. - The net profit attributable to shareholders was a loss of CNY 26,218,438.81, a significant decline of 161.95% compared to the previous year [12]. - The company’s cash flow from operating activities was negative at CNY -156,880,149.19, indicating financial strain [12]. Research and Development - The company increased its R&D expenditure by 26.13% to CNY 109,693,350.33, representing 7.01% of its total revenue [17]. - During the reporting period, Zhongzi Technology applied for 47 new domestic patents, enhancing its innovation capabilities [17][18]. Market Position and Risks - The environmental catalyst industry is characterized by intense competition, with significant market share held by foreign companies [9]. - The company faces risks related to core competitiveness, operational challenges, and fluctuations in precious metal prices, which are critical for its production [6][8][9]. - The transition to stricter emission standards and the growth of the new energy vehicle market may impact the demand for traditional fuel vehicle catalysts [10][11]. Use of Proceeds - The company raised CNY 1,407,189,683.51 from its IPO, with funds allocated for various projects, including the development of new catalysts and enhancing production capabilities [20][21]. - As of December 31, 2024, the company ensured compliance with regulations regarding the use of raised funds, with no violations reported [20][21].

Core Insights - The logistics equipment industry in China is facing significant challenges, with over 30% of listed companies experiencing revenue declines in 2024, and half of the companies reporting a decrease in total assets [2][6][15] - The competitive landscape is intensifying, leading to a slowdown in profit growth across the sector [3][15] - Despite the overall downturn, some companies have managed to achieve revenue and profit growth, indicating pockets of resilience within the industry [6][15] Financial Performance Overview - A total of 19 listed logistics equipment companies reported their 2024 financial results, with 14 companies achieving profitability and 5 incurring losses [6][15] - Notable performers include: - Anhui Heli: Revenue of 17.33 billion RMB, a slight increase of 0.99% year-on-year, and net profit of 1.32 billion RMB, up 0.18% [4] - Canaan Technology: Revenue growth of 32.09% and net profit growth of 254.77% [4] - Hanchao Group: Revenue of 16.49 billion RMB, up 1.15%, with net profit increasing by 17.86% [4] - Conversely, companies like Tianqi Co. and Zhongyou Technology reported significant revenue declines of 18.14% and 53.26%, respectively [4][6] Market Trends and Challenges - The logistics equipment sector is experiencing a "price war," leading to increased pressure on profit margins and financial performance for many companies [15][16] - The introduction of policies supporting smart manufacturing and technological innovation may provide new opportunities for growth in the sector [16] - The global market for powered industrial vehicles is projected to grow, with China maintaining its position as the largest market, selling 1.2855 million units in 2024 [11] New Entrants and Growth Potential - Newly listed company Zhongli Co. reported a revenue increase of 10.66% and a net profit increase of 4.23%, indicating a strong market position in the electric forklift segment [10] - The company achieved significant sales volume, with 296,767 units sold, capturing nearly a quarter of the domestic market [11] Profitability Analysis - The gross profit margins for logistics equipment companies generally remain stable, ranging from 15% to 25%, reflecting consistent core business profitability [7][8] - Companies that reported dual growth in revenue and net profit include Anhui Heli, Canaan Technology, and others, showcasing their ability to navigate the challenging market environment [6][15]

证券代码：000899 证券简称：赣能股份 江西赣能股份有限公司 投资者关系活动记录表 编号：2025 -02 答：您好，公司密切跟踪国家相关政策，持续做好电力市场政策 分析研究，主动应对电力市场改革，努力构建并完善应对机制，统筹 协调系统资源，把握好行业变革机遇。具体详见公司《2024年年度报 告》"第三节 管理层讨论与分析 第十一点 公司未来发展的展 望"，谢谢！ 11.公司在新能源领域有显著增长，如光伏和风电项目。请问公 司未来在新能源项目上的布局和投资计划是什么？ 答：您好，截至2025年3月31日，公司所属已投产运营的新能源 发电装机规模412.14万千瓦，未来公司将紧密结合"十四五"发展 规划，积极布局能源新业态、密切跟踪新能源、储能等产业前沿技术， 多举措持续提高公司可再生电源装机比重，谢谢！ 12.公司之后的盈利有什么增长点？ | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线 ...

Group 1: Business Overview - The company primarily exports to Germany, Hungary, and Malaysia, with a small quantity of samples sold to the United States [2] - The demand for power semiconductor module heat dissipation substrates is expected to grow rapidly due to the booming new energy vehicle industry [3] Group 2: Corporate Governance and Management - The company plans to enhance its governance and management systems to ensure scientific and effective operations [4] - Key focus areas include improving internal control systems and establishing a clear governance structure [4] Group 3: Product Development and Market Strategy - The company aims to increase R&D investment to adapt to industry trends and technological advancements [5][7] - Plans to expand product applications and explore new growth areas to enhance sustainable development capabilities [5][7] Group 4: Financial Performance and Investor Relations - The company will hold its annual shareholder meeting on May 15, 2025, to discuss dividend distribution [4] - A commitment to improving operational quality and establishing a regular dividend mechanism to enhance investor returns [6] Group 5: Future Growth and Market Positioning - The company will focus on market capture and cost reduction strategies to improve operational performance in 2025 [7][8] - Emphasis on modular design to lower manufacturing costs and improve efficiency through optimized supply chain management [8]

Core Insights - Lanzhou Petrochemical Vocational Technical University (Lanzhi) is recognized as a leading institution in the northwest energy sector, producing highly sought-after talent in the petrochemical field [1] - The article highlights three key programs with the highest employment rates and competitive salaries, reflecting industry trends and professional choices [1] Group 1: Petroleum and Chemical Technology - This program is a national-level demonstration major with a training base aligned with the large-scale refining and chemical facilities of China National Petroleum Corporation (CNPC) [3] - The curriculum has been upgraded to include a carbon neutrality technology module, focusing on practical applications of CO₂ capture and storage (CCUS) [3] - Job opportunities include traditional roles in major companies like CNPC and Sinopec, with starting salaries exceeding 8,000 yuan, as well as emerging positions in upstream photovoltaic material companies [3] Group 2: Oil and Gas Storage and Transportation Technology - This program features a unique long-distance pipeline simulation training system, with teaching standards aligned with the West-to-East Gas Transmission Project [5] - Students learn to operate smart pipeline SCADA systems and manage LNG receiving station safety [5] - Graduates have direct access to positions in state-owned enterprises, with companies like the National Pipeline Company recruiting over 200 graduates annually, offering rapid career advancement [5] Group 3: Industrial Process Automation Technology - The program collaborates with Zhejiang University to create a laboratory that simulates modern chemical central control room scenarios [7] - It includes courses on industrial big data analysis, aligning with the "East Data West Computing" initiative in Gansu [7] - Automation engineers in this field earn 40% higher salaries than traditional roles, with average monthly salaries ranging from 12,000 to 18,000 yuan [7] Group 4: Safety Technology and Management - The Ministry of Emergency Management mandates that chemical companies employ registered safety engineers, resulting in a talent gap of 5:1 [9] - The program offers specialized courses in chemical HAZOP analysis and process safety management (PSM) system development [9] - Graduates can obtain national safety engineer certification within three years, with certified individuals enjoying treatment equivalent to mid-level positions in state-owned enterprises, and safety directors in large parks earning annual salaries of 300,000 yuan [9] Conclusion - The attractiveness of these programs is attributed to their alignment with national energy security strategies and the upgrading needs of the northwest industry, positioning graduates as key players in the energy sector during the transition to carbon neutrality and new energy [9]

内容概要：自卸车是指通过液压或机械举升而自行卸载货物的车辆，又称翻斗车，由汽车底盘、液压举 升机构、货厢和取力装置等部件组成。氢能源自卸车则是使用氢能作为动力源的自卸车。与传统自卸车 相比，氢能源自卸车不仅实现了零排放、无污染，而且动力强续航长，安全系数与能源转化效率更高， 能够有效降低运营成本。氢能被誉为21世纪最清洁的能源，氢能的可持续发展对实现碳达峰、碳中和目 标具有重要意义。氢能作为新质生产力，正逐渐成为推动能源转型和绿色发展的重要引擎。受限于技 术、成本等因素，目前氢燃料电池自卸车销量规模较小，2024年销量为262辆，仅占新能源自卸车销量 的2%。新能源自卸车仍以纯电为主。未来，氢能源自卸车将在技术创新与产业协同驱动下迈向更广阔 的发展前景。随着核心技术持续突破，系统效率与耐久性将显著提升，制氢、储运等环节的瓶颈逐步化 解，为规模化应用铺平道路。商用车领域将继续引领示范运营，推动港口物流、城际货运等场景深度脱 碳。全球产业链合作将深化技术融合，促进成本下降与可靠性增强。政策引导下，绿氢生产与加氢网络 建设将形成良性循环，全生命周期减排效益进一步凸显。未来，氢燃料电池技术将与纯电动技术互补共 生，成 ...