证券代码：301081 证券简称：严牌股份 债券代码：123243 债券简称：严牌转债 浙江严牌过滤技术股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 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 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 13 日（周二）下午 13:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长孙尚泽 | | 员姓名 | 2、总经理、董事李钊 | | | 3、副总经理、董事会秘书范悦 | | | 4、财务总监许铃盈 | | | 5、独立董事周卿 | | | 6、保荐代表人邹莎 | | 投资者关系活动 | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、 ...

Core Viewpoint - The light commercial refrigeration equipment industry is experiencing significant growth driven by urbanization and increasing consumer demands for food safety and freshness [2][12]. Group 1: Current Industry Status - Market demand for light commercial refrigeration equipment is continuously increasing due to urbanization and heightened consumer expectations for food safety and freshness [2]. - The market competition is intensifying with both international giants like Haier and Carrier Commercial Refrigeration and numerous small to medium enterprises competing through price, product innovation, and service differentiation [3]. - There is a trend towards product differentiation and customization to meet specific client needs, such as tailored refrigeration solutions based on actual site and storage requirements [4]. Group 2: Development Trends - The industry is moving towards energy efficiency and environmental sustainability in response to global concerns about carbon emissions and energy consumption [5]. - The application of Internet of Things (IoT) technology is enhancing operational efficiency through remote monitoring, fault diagnosis, and energy management [6]. - Modular design is becoming prevalent, making equipment easier to install, maintain, and upgrade, thereby reducing user costs [7]. - Equipment is increasingly multifunctional, combining refrigeration and display capabilities, as well as ice-making and cooling functions to meet diverse scenario requirements [8]. Group 3: Market Size Analysis - The global market for light commercial refrigeration equipment is projected to reach $21.03 billion in sales by 2024, with an expected growth to $25.72 billion by 2031, reflecting a compound annual growth rate (CAGR) of 3.12% from 2025 to 2031 [12]. - The consumption market is primarily concentrated in China, Europe, and North America, with China holding the largest market share at 30.23% in 2024, followed by Europe at 20.51% and North America at 16.51% [13]. - Commercial refrigerators are a significant product type, accounting for 63.18% of sales in 2024, with supermarkets and convenience stores representing 50.05% of application sales [14]. - Major global manufacturers include Haier, Carrier Commercial Refrigeration, Epta SpA, Panasonic, and Zhejiang Xinxing, with the top five companies holding a market share of 32.85% in 2024 [17]. Group 4: Industry Opportunities - The rise of new business formats, such as chain milk tea shops and coffee shops, is increasing the demand for small ice machines and refrigeration cabinets [18]. - The rapid development of the restaurant industry, characterized by chain and brand trends, is driving the need for standardized and efficient refrigeration equipment [19]. - The integration of IoT and artificial intelligence technologies is expected to further enhance the intelligence level of equipment, enabling remote monitoring and energy management [20]. - Emerging markets in Southeast Asia and Africa are anticipated to become significant growth drivers, necessitating increased market expansion efforts by companies [21].

转自：前瞻产业研究院 行业主要上市公司：海螺水泥(600585.SH);华新水泥(600801.SH);金隅集团(601992.SH);冀东水泥(000401.SZ); 塔牌集团(002233.SZ)等 本文核心数据：水泥行业代表性企业融资事件;兼并重组规模 1、国内水泥行业投融资时间较少，但都发生在近四年 2021年以来，中国水泥制造行业投融资事件近三起，数量较少，汇总如下： (1)磷隆新材融资 湖北磷隆新材料科技有限公司是一家磷石膏产品加工商，致力于磷石膏技术研发、技术咨询、磷石膏产品加 工及销售，以及水泥商品硂、沥青硂等产品加工。2021年9月昌耀新材发布公告称，公司拟对参股公司湖北 磷隆新材料科技有限公司增资。 磷石膏广泛应用于水泥制造和环保等多个行业，在绿色建筑材料和环保材料中具有巨大的潜力。随着国内环 保政策日益严格，水泥行业面临着较大的资源短缺和环境压力，推动了绿色水泥的创新和替代材料的开发。 磷隆新材将磷石膏废料转化为水泥原料的一体化技术，不仅符合国家绿色发展的战略方向，还帮助水泥行业 降低了对天然矿石的依赖，提升了资源的综合利用率。预计随着技术的不断发展和市场对绿色环保产品的需 求提升，磷石 ...

行业 纸浆日报 日期 2025 年 5 月 13 日 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 021-60635727 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号：F3015157 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号：F03134307 每日报告 一、行情回顾与操作建议 | 表1：行情回顾 | | --- | 数据来源：Wind，建信期货研究发展部 纸浆期货 09 合约前结算价为 5 ...

Overview - The food pump industry in China is experiencing significant growth due to rising living standards and increasing demand for food pumps, particularly in emerging sectors like plant-based and functional foods. The market size is projected to reach 10.265 billion yuan in 2024, with a year-on-year growth of 8.42%, and centrifugal pumps accounting for over 50% of the market share [1][14]. Industry Background - The food industry has stringent hygiene and safety requirements, prompting the government to implement and refine regulations and standards. This has led to increased investments in product hygiene design, material selection, and production process control, enhancing overall industry quality. Additionally, government support for technological innovation and industry upgrades is fostering a favorable environment for the food pump sector [6]. Industry Chain - The upstream of the food pump industry includes suppliers of stainless steel, engineering plastics, rubber, and components like motors, control systems, bearings, and seals. These materials must possess corrosion resistance and hygiene characteristics to meet the food industry's specific requirements. The midstream involves the research, development, and manufacturing of food pumps, while the downstream consists of demand markets, primarily food and beverage production companies, catering services, and food storage and logistics [9]. Market Demand - The largest demand for food pumps in China comes from food and beverage production companies, including dairy, beverage, alcohol, seasoning, meat processing, and baked goods. These companies utilize food pumps to transport various raw materials, semi-finished products, and finished goods, such as milk, juice, sauces, and chocolate paste, facilitating processes like transfer, mixing, and filling. The food and beverage industry is projected to have 43,000 large-scale enterprises with a revenue of 9,065.25 billion yuan and a total profit of 643.17 billion yuan in 2024, providing substantial growth opportunities for the food pump industry [12]. Competitive Landscape - The food pump industry in China comprises state-owned enterprises, private companies, and foreign enterprises. Notably, private companies, including Tianjin Huaman Pump Industry Group Co., Ltd., Hebei Hengsheng Pump Industry Co., Ltd., and others, account for over 60% of the market, making them the main players. However, the overall brand concentration in the industry remains low, particularly in county-level markets, indicating a fragmented market structure [16]. Development Trends - The future of the food pump industry in China will see increased automation and intelligence, leveraging IoT, big data, and cloud computing technologies. Food pumps will achieve higher precision, performance, and automation control, enabling automatic adjustments based on production needs and facilitating remote monitoring and fault diagnosis. Additionally, there will be a focus on developing low-noise, low-energy, and corrosion-resistant food pumps, aligning with environmental protection and sustainable development goals [23].

资料显示，瑞图生态方案公司专注于生产和销售以固体废弃物为原材料的生态环保建筑材料及用于生产 环保建材的设备和为城市生态环境建设,如:海绵城市建设,提供咨询、设计及项目实施。此外,公司还为 生产生态环保型建材的制造商和环保项目提供工程支持、技术咨询、售后服务等整体解决方案。 瑞图研发和生产的生态环保建材产品的骨料可由粉煤灰或铁尾矿替代70%以上,且耗能低于其他传统建 筑材料。循环再利用固体废弃物,可以对环境起到有效的保护作用,可以减少废弃物对土地的占用,有利于 对污染地和废矿区的生态修复。随着政府和民众越来越重视环保,公司研发和生产的环保建筑材料(包括 优越的透水性和价格竞争优势)的需求量大于传统材料。 目前,公司的客户遍布中国大陆,远销加拿大、美国、蒙古、中东、印度、南亚、北非和巴西等国家和地 区,已基本形成全球化销售和服务网络。 本文源自：金融界 作者：行情君 5月13日，瑞图生态(RETO)盘中上涨8.61%，截至00:31，报3.497美元/股，成交3.72万美元，总市值 2680.36万美元。 财务数据显示，截至2024年12月31日，瑞图生态收入总额182.9万美元，同比增长16864.81%；归母 ...

Core Viewpoint - The global beauty industry is experiencing a significant shift towards sustainable packaging, with 72% of consumers influenced by packaging design when trying new products, and packaging costs accounting for up to 30% of total product costs in high-end brands [1][2] Group 1: Trends in Sustainable Packaging - Sustainable packaging has become a central theme in the beauty industry, with brands focusing on aesthetics that reflect environmental responsibility [2][4] - The United Nations Environment Programme (UNEP) reports that the cosmetics industry generates over 120 billion pieces of packaging waste annually, highlighting the need for a "green revolution" in packaging [4] - Major beauty brands are adopting recyclable and biodegradable materials, which not only reduce resource dependency but also enhance brand image and market competitiveness [4][6] Group 2: Consumer Willingness to Pay - According to McKinsey, 60% of consumers are willing to pay an additional 10% for sustainable packaging, indicating a growing awareness and preference for environmentally friendly products [7] Group 3: Innovative Business Models - The beauty industry is innovating its business models in response to market changes, with initiatives like packaging recycling services being piloted by retailers such as Watsons in Hong Kong [9] - Brands are engaging consumers through concepts like bottle recycling, refillable products, and zero packaging, which resonate with younger consumers [9][11] Group 4: Future of Sustainable Packaging - The beauty packaging sector in China is undergoing structural adjustments due to rising operational costs, with sustainable packaging being viewed as a new value growth driver rather than a cost center [11]

ePTFE 面料是以聚四氟乙烯多微孔膜经特殊工艺与普通面料层压而成。该面料集 ePTFE 膜的优良防水透湿性能于一体，使得汗蒸汽可以 很快透出织物，人体不会有发闷的感觉，故为现阶段顶级的防水透气材料。 2024 年全球 PTFE 服装面料市场销售额达到了 927.90 百万美元，预计 2031 年将达到 1,408.91 百万美元，年复合增长率（ CAGR ）为 6.24% （ 2025-2031 ）。区域市场中，亚太地区增速最快，主要受中国户外运动热潮及制造业升级驱动；欧美市场因环保法规趋严增速 放缓，但仍是技术研发与高端产品的主导者。 中国市场作为全球增长引擎， 2024 年市场规模为 281.24 百万美元，占全球份额的 30.31% 。政策驱动（如《冰雪运动发展规划》）、消 费升级及本土品牌崛起（凯乐石、探路者）是核心增长动力。 全球PTFE服装面料市场规模概况 PTFE 服装面料市场呈现"国际巨头主导高端，本土品牌抢占中端"的竞争格局。国际头部企业占据 75%-80% 的市场份额，其中 Gore 以 68% 的全球份额稳居行业龙头，年营收超 6 亿美元。中国本土企业凭借性价比优势和技术突破，逐步抢占 ...

Core Viewpoint - The company is focusing on high-quality development in the environmental equipment manufacturing industry, driven by policy support, technological innovation, and market demand, aiming to enhance its competitive advantage and expand its market presence by 2030 [2][4]. Industry Development - The environmental equipment manufacturing industry is expected to grow significantly, with a target to create a trillion-level industry by 2027, improving market share of advanced technology equipment and addressing supply chain weaknesses [2]. - By 2030, the industry aims to upgrade from traditional pollution control to green, low-carbon, and circular development [2]. Company Performance - The company reported a significant decline in revenue for Q1 2025, with a main revenue of 260 million yuan, down 58.44% year-on-year, and a net profit loss of approximately 10.44 million yuan, a decrease of 115.64% [12]. - The company is actively optimizing its business structure and focusing on core industrial sectors to improve resource allocation efficiency and enhance performance [4]. Market Position and Orders - The company achieved an industrial segment revenue of approximately 992.88 million yuan, accounting for 62.38% of total revenue, with a year-on-year increase of 29.15% [10]. - The company has a backlog of industrial equipment orders worth about 1.741 billion yuan, including 1.158 billion yuan from overseas clients, primarily in the paper industry [10][11]. Strategic Initiatives - The company plans to strengthen cooperation with key clients in industrial wastewater and clean production sectors, while also exploring new market opportunities and expanding into new areas such as hazardous waste and smart environmental protection equipment [6]. - Following the acquisition of control by Nanhua Group, the company expects to benefit from enhanced technical and market resources, which will improve its competitive position and profitability [8][9].

会议强调，要紧盯目标、聚焦短板、全力攻坚，尽最大努力完成"十四五"目标任务；坚持问题导向和目 标导向相统一，以"十四五"生态环保工作中的问题为"靶心"，做到既实事求是又适度超前，科学谋划 好"十五五"生态环保工作。要持续深入打好污染防治攻坚战，坚持因地制宜、分类施策、精准治污，坚 持系统治理、统筹兼顾、协调推进，坚持重点突破带动整体推进。要加快推动绿色低碳发展，严把项目 环境准入关，坚决淘汰落后产能和工艺，推进清洁生产；加快推进产业、能源、运输等结构调整；依靠 科技创新引领产业提质升级，降低生态环境负荷。要牢牢守住生态安全底线，全面梳理生态环境保护问 题，坚持举一反三，确保真改实改、同类同改，加大环境风险隐患问题排查、整治和预防，加强各行业 领域监管执法，真正让环保监管"长牙齿"。要深化生态文明体制改革，完善生态文明基础体制，优化生 态环境治理体系，健全绿色发展市场体系。要加强组织领导，树牢正确政绩观，全面压实责任，增强全 民生态环保意识，营造"人人有责任、人人作贡献"的良好氛围。 陶佳 刘燕娟 张璐 唐俊 近日，湖南省委书记沈晓明主持召开湖南省生态环境保护委员会2025年第一次全体会议。他强调，要坚 决扛牢 ...