"深入城市各个角落，将环保理念与实景体验相结合举办活动，是为了让大家在'零距离'感受天蓝 地绿水清中，直观认识到珍惜资源和爱护自然环境的深远意义。"杭州市公共关系协会相关负责人表 示，特别是借助杭州的风景地标搭建活动场景，有利于激发大家保护环境的主动性自觉性，潜移默化推 动美丽城市建设从"少数人努力"转变为"全社会参与"。 此外，来自杭氧集团、西湖景区公安分局、云深处科技等的机器人，还联袂上演了《你要跳舞吗》 《海芋恋》等歌舞表演；杭州师范大学带来合唱和健美操表演，为活动开场增添科技与人文交织的魅 力。 "我去年也参加了这个活动，这次我们也来了几十人，一下报满了名。每次沿西湖毅行，都感到环 境非常整洁，杭州市民的环保意识真的很棒。""95后"陈启清是本次杭氧集团的领队，他告诉记者，平 时集团就很鼓励员工参与各种环保公益活动和健步走活动，"比如我们有个每月走6000步就兑换一份小 福利的奖励机制，坚持很多年了。" 毅行沿途还设置了几处环保知识宣传打卡点，不少家庭路过合影留念。小学三年级的陈诺岩是第一 次参加，"爸爸做建筑设计，平时就很爱户外活动，学校也经常带我们参与环保行动，这次跟爸爸妈妈 一起来，看到好多人， ...

证券研究报告：有色金属|行业周报 发布时间：2025-05-19 行业投资评级 强于大市 |维持 行业基本情况 | 收盘点位 | | 4695.15 | | --- | --- | --- | | 52 | 周最高 | 5020.22 | | 52 | 周最低 | 3700.9 | 行业相对指数表现 2024-05 2024-07 2024-10 2024-12 2025-02 2025-05 -24% -20% -16% -12% -8% -4% 0% 4% 8% 12% 16% 有色金属 沪深300 资料来源：聚源，中邮证券研究所 《关税预期缓解，黄金或迎底部做多 时机》 - 2025.05.06 有色金属行业报告 （2025.05.12-2025.05.16） 指标收紧叠加环保督察，钨价继续上涨 l 投资要点 贵金属：调整基本到位，做多时机已到。上周提示中美会谈结束 后可能带来黄金大幅调整，本周行情和我们预测完全一致。本周金银 呈现出宽幅震荡行情，美国 4 月 CPI 不及预期带动黄金下跌，但 5 月 CPI 事实上更加关键，黄金多头的底气源于通胀的韧性。我们认为， 虽然未来，特朗普政府关税阴云仍在，贸 ...

证券研究报告：有色金属|行业周报 发布时间：2025-05-19 行业投资评级 强于大市 |维持 行业基本情况 | 收盘点位 | | 4695.15 | | --- | --- | --- | | 52 | 周最高 | 5020.22 | | 52 | 周最低 | 3700.9 | 行业相对指数表现 贵金属：调整基本到位，做多时机已到。上周提示中美会谈结束 后可能带来黄金大幅调整，本周行情和我们预测完全一致。本周金银 呈现出宽幅震荡行情，美国 4 月 CPI 不及预期带动黄金下跌，但 5 月 CPI 事实上更加关键，黄金多头的底气源于通胀的韧性。我们认为， 虽然未来，特朗普政府关税阴云仍在，贸易逆差缩减的本质是美债买 盘的衰减，美国长债利率上行概率加大，黄金的配置价值凸显。具体 来说，只要长端美债名义利率位于 4%以上，黄金上涨趋势大概率就会 持续。 铜：贸易定价即将逆转，comex 铜累库明显。本周贸易定价情绪 继续缓解，纽铜和伦铜价差维持在 10%以下，主要系关税预期导致 comex 铜累库较多，纽铜多头止盈导致。若价差进一步下滑，可能意 味着贸易角度的套利失去利润，那么伦铜和沪铜的去库贸易行为可能 结束 ...

Group 1 - The Southeast University research team has developed a bionic self-generating and energy-storing concrete, which can store approximately one day's electricity for residential use and improve photovoltaic utilization by over 30%, reducing electricity costs by more than 50% [1] - The application of technology in environmental protection is becoming a crucial method to address ecological threats, enabling more efficient pollution monitoring and remediation, promoting energy structure transformation, and facilitating circular economy development [1] - A new engineered bacterial strain has been successfully constructed by a Chinese research team to simultaneously degrade five types of organic pollutants in high-salinity wastewater, demonstrating high degradation efficiency on complex pollutants [1] Group 2 - The issue of plastic pollution has gained significant international attention, with over 300 million tons of plastic waste generated globally each year, of which only 9% is recycled [2] - Researchers from the Chinese Academy of Sciences have developed a floating titanium dioxide material that can decompose waste plastics under light, achieving decomposition efficiency that is dozens to hundreds of times higher than traditional materials, while significantly reducing costs [2] - A team from the University of Manchester has created special light-driven enzymes that work under visible light, potentially offering more environmentally friendly and efficient solutions for drug and important chemical production [2] Group 3 - Researchers at CERN have successfully transformed lead into gold using high-energy physics methods, demonstrating the theoretical feasibility of directional element modification, which may provide new approaches for the safe disposal of nuclear waste [3] - The need for more technological means and broader applications is emphasized in the context of the global ecological crisis, aiming to repair Earth's "injuries" without creating new "scars" [3] - When innovation is driven by the goal of enhancing human well-being and achieving harmony between humans and nature, science and technology can provide more momentum for sustainable development [3]

（央视财经《财经调查》）《财经调查》栏目接到群众反映，在湖南、江西的个别地方，生活垃圾、建筑垃圾，甚至包含危险成分的工业固废，还存在着违 法违规堆存、填埋的乱象。 永久基本农田被垃圾掩埋 覆土整改实为"表面功夫" 《财经调查》记者来到了湘潭市湘潭县易俗河镇的水竹湾村。在村道两旁，记者发现了十余堆建筑垃圾被随意堆放在路边，水泥块、红砖、石膏板、瓷砖等 清晰可见，垃圾堆混杂着混凝土、砖块、塑料、薄膜以及各种生活垃圾。 在石家坡组的一片树林中，记者发现了一个更大的垃圾堆场。 在湘潭市雨湖区长城乡的黑家湾社区，记者发现一个地块明显比周围的田块高出近一米，地上不见任何庄稼。 仔细查看，在地块的边缘可以看到不少大小不一的水泥块和砖渣。随后，记者扒开了覆土层，土层下面水泥块、钢筋等建筑垃圾随处可见。 记者登录自然资源部"永久基本农田查询平台"查询得知，这个地块的属性为永久基本农田。 当地村民告诉记者，早在2024年11月，当地媒体就曾对这块永久基本农田被违法违规堆存建筑垃圾的现象进行了公开报道。媒体报道后，雨湖区长城乡政府 公开表态，会立即落实整改措施，回应民众关切。然而，记者在现场看到，乡政府所谓的整改，只是进行了简单覆 ...

在造船业"超级周期"的强劲带动下，韩国船用发动机企业正迎来订单激增、业绩暴涨的"好日子"。特别 是面对越来越多的中国客户订单，韩国三大船机企业正在纷纷加大投资扩大产能的力度。 一季度表现亮眼！两大"新锐"船机企业被收购后业绩"节节高" 根据5月6日发布的今年第一季度业绩报告，HD现代集团旗下的HD现代海洋发动机公司实现营业收入 830亿韩元（约合5950万美元、4.3亿元人民币），同比增长35.3%；实现营业利润102亿韩元（约合730 万美元、5300万元人民币），同比增长64.4%；实现当期净利润为38亿韩元（约合270万美元、1970万 元人民币），同比大幅增长106.7%。 其中，该公司营业利润率的回升尤为值得关注。此前，HD现代海洋发动机公司长期面临收益下滑压 力，如今通过降低成本、提升高附加值船用发动机业务占比，实现了显著的业绩反弹，今年第一季度的 营业利润率已升至约12.3%，这不仅带来了短期利润增长，也有效改善了企业的财务结构。 HD现代海洋发动机公司表示，企业在一季度取得良好业绩，得益于新造船舶交付量的增加。同时，国 际海事环保新规趋严等有利的市场环境，推动了其包括主力业务船舶零部件服务(A ...

《关于持续推进城市更新行动的意见》发布，污水厂网一体化建设有望加快 CINDA SECURITIES CO.，LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 《关于持续推进城市更新行动的意见》发布，污水 厂网一体化建设有望加快 2025 年 5 月 18 日 本期内容提要: 【】【】[Table_Industry] 环保周报 [Table_ReportDate] 2025 年 5 月 18 日 15666646523.tcy | 证券研究报告 | | --- | | 行业研究——周报 | | [Table_ReportType] | | 行业周报 | | [Table_StockAndRank] | | 环保 | | 投资评级 看好 | | 上次评级 看好 | | [左前明 Table_Author] 能源行业首席分析师 | | 执业编号：S1500518070001 | | 联系电话：010-83326712 | | 邮 箱：zuoqianming@cindasc.com | | 郭雪 环保联席首席分析师 | | 执业编号：S150052503000 ...

Core Viewpoint - The rapid urbanization in China is driving the demand for LED landscape lighting, particularly in public spaces and tourism, but the market is stabilizing due to various factors affecting growth [1][10]. Overview - LED landscape lighting utilizes light-emitting diodes to illuminate urban elements such as buildings, squares, parks, streets, and bridges, enhancing the environment and atmosphere [2]. - The advantages of LED landscape lighting include energy efficiency, environmental friendliness, long lifespan, rich color options, and ease of control [2]. Market Policy - The Chinese government emphasizes the importance of LED landscape lighting in enhancing urban image and developing the night economy, issuing multiple policies to promote energy-efficient and green lighting solutions [4][5]. Industry Chain - The upstream of the LED landscape lighting industry includes suppliers of semiconductor chips, sapphire substrates, and various electronic components, while the downstream encompasses municipal projects, commercial real estate, and tourism sectors [6]. Demand Structure - The primary demand for LED landscape lighting comes from municipal engineering, commercial real estate, and tourism, collectively accounting for over 90% of the market, with municipal engineering being the largest segment [8]. Market Size - The market size for China's LED landscape lighting industry is projected to reach 40.3 billion yuan in 2024, with urban planning lighting accounting for approximately 51.0% of the market [10]. Competitive Landscape - The LED landscape lighting industry in China is highly competitive, with key players including Sichuan Huati Lighting Technology, Osram China, Philips China, and others [12][14]. Development Trends - Future trends in LED landscape lighting will focus on higher efficiency chips, optimized optical designs, and smart control systems to reduce energy consumption and enhance user experience through technologies like IoT and AI [18].

内容概况：汽车内饰是决定汽车品牌形象的重要因素之一。进入智能汽车时代，汽车逐渐成为人们继 家、办公室之外的第三空间的趋势，因此，用户对人车交互的要求愈发严苛，汽车内饰设计在一定程度 上定义了汽车的品牌文化，车企也通过内饰来划分与吸引消费群体，车辆内饰已成为消费者购车时候的 重要考量因素之一。近年来，随着汽车市场的蓬勃发展，汽车市场对内饰产品的综合要求越来越高，汽 车内饰行业的市场规模也随之快速增长。数据显示，2024年中国汽车内饰行业市场规模约为1383.18亿 元。未来，随着消费结构逐渐升级，消费者对汽车内饰的要求逐渐提升，将推动行业向舒适化、个性化 方向发展。为了满足市场需求，汽车内饰企业需要不断提升创新和研发能力，开发出更多具有创新性、 美观性、高质量的产品。 相关上市企业：继峰股份（603997）、上海沿浦（605128）、金杯汽车（600609）、天成自控 （603085）、香山股份（002870）、新泉股份（603179）、一汽富维（600742）、常熟汽饰 （603035）、宁波华翔（002048）、双林股份（300100）、拓普集团（601689）、申达股份（600626） 等。 相关企业：延 ...

Industry Overview - The Chinese pump industry continues to show steady growth, with a market size projected to reach 247.2 billion yuan in 2024, representing a year-on-year increase of 4.88% [1][14] - The main drivers of demand include infrastructure investment, industrial upgrades, and stringent environmental policies [1][14] - Infrastructure investment is expected to grow by 6.5% in 2024, directly boosting the demand for municipal water supply and drainage pumps [1][14] - The transition towards high-end manufacturing is driving the demand for industrial pumps, while stricter environmental regulations are expanding the market for energy-saving pumps [1][14] Industry Development History - The Chinese pump industry has evolved through five key stages, starting from its inception in 1868 to the current rapid development phase [5][6][7] - The industry saw significant growth during the reform and opening-up period (1979-1990), with the introduction of foreign technology and the emergence of private enterprises [6][7] - Since 2001, the industry has experienced historic technological advancements, with an increase in the localization rate of high-end products [7] Market Size and Trade - In the first quarter of 2025, China's pump industry showed a differentiated trade pattern, with imports amounting to 6.468 billion yuan (up 1.22%) and exports reaching 17.552 billion yuan (up 12.39%) [11] - Domestic pumps are expected to capture 68% of the market share by 2024, with certain high-end products still showing a 20% reliance on imports [11][12] Key Companies - Major players in the industry include Kaiquan Pump Industry, Southern Pump Industry, and Oriental Pump Industry, which dominate the market through technological barriers and brand advantages [16] - Smaller companies like New界 Pump Industry focus on niche markets, leveraging cost advantages to avoid direct competition with larger firms [16] Industry Trends - The industry is undergoing a technological revolution centered on artificial intelligence and the Internet of Things, enhancing production efficiency and operational cost reduction [22] - There is a growing demand for energy-efficient pumps driven by environmental goals, with stainless steel pumps increasingly replacing traditional cast iron pumps [23][24] - Chinese pump companies are expanding globally, with exports expected to reach 70 billion yuan in 2024, particularly in Southeast Asia and Africa [25]