Core Insights - The meeting held by the National Data Bureau emphasizes the importance of understanding the mechanisms of data elements and the laws of industry development [1] - The focus is on constructing a national integrated data resource development and utilization system, guided by market-oriented and value-driven principles [1] Group 1 - The meeting calls for strengthening integration and sharing of public data, accelerating the implementation of policies for public data development and utilization to unlock its value [1] - There is a push for innovation in trusted data space pilot projects, aiming to create new models for large-scale circulation and utilization of data [1] - The importance of cultivating an open and innovative data industry ecosystem is highlighted, with an emphasis on benefit coordination, stakeholder cultivation, and ecological aggregation [1] Group 2 - The meeting stresses the need for data registration, resource surveys, and standard construction to solidify the foundational work for high-level development and utilization of data resources [1] - The ultimate goal is to better empower high-quality economic and social development through effective data resource management [1]

封面新闻记者 陈远扬 从具体项目来看，各领域重点项目纷纷落地开花。在制造业领域，正美齿科新建隐形矫治器生产基地开工建设，进一步完善了资阳的口腔产业链，推动口 腔产业朝着更高质量、更具规模的方向发展。而在科技创新领域，世界首个超导磁悬浮技术路线电磁发射验证平台在资阳商业航天发射技术研究院完成首 次试验，这一突破不仅彰显了资阳在航天技术研发方面的实力，更为后续相关产业的发展奠定了坚实基础。 与此同时，资阳全市固定资产投资呈现出迅猛增长的态势，同比增长29.6%，增速居全省第1位。工业投资表现同样突出，增长28.9%，高于全省10.8个百 分点，增速位列全省第6位，且工业投资占全市投资比重达到31.1%，同比提高8.7个百分点。其中，制造业投资增长势头更为强劲，高达111.5%，高于全 省98.2个百分点，居全省第2位。 上述数据充分表明，资阳的工业发展正处于快速上升期，制造业作为工业的核心支柱，正发挥着越来越重要的作用。 为保障项目顺利推进，资阳建立了"市级总库+行业专库+县区子库"的项目动态储备体系，并开辟审批"绿色通道"，促进ABC三类项目梯次转化。目前，当 地综合库内储备项目达1350个，达到初设概算深度的 ...

而东部地区依托燃料电池汽车示范应用和"氢进万家"等工作，积极布局技术研发和产业应用，逐步打造 产学研用一体化发展、大中小企业并存、产业链相对完整、创新能力较强的氢能产业集群。 徐继林介绍，2024年燃料电池汽车示范应用稳步推进，各地建成加氢站超540座，推广燃料电池汽车约 2.4万辆；京津冀、上海、广东、郑州、河北五个区域累计推广燃料电池汽车超过1.5万辆。 同时，氢能发展还面临着多重问题和挑战。徐继林表示，整体来看，全球氢能产业仍处于发展初期，与 传统能源和风光等新能源相比：一是项目经济性仍有差距。规模化可再生能源制氢项目规划数量快速增 长，但相关技术工艺和建设运营水平较传统技术路线仍有不足，可再生能源制氢项目落地实施和多元化 场景探索较为缓慢。二是技术成熟度存在短板。氢能部分技术和场景离商业化推广应用还有差距，对产 业突破经济性瓶颈仍有掣肘。三是标准规范需进一步完善。氢能相关标准在与配套政策协同、与产业发 展同步、落地应用推广和国际化等方面还需进一步提升。 2025年，我国将加快推进氢能领域重大技术装备研制和应用示范，促进"制储输用"全产业链发展，进一 步完善氢能产业生态、优化产业发展环境，为"十五五"时 ...

国家能源局28日上午举行新闻发布会，介绍《中国氢能发展报告》相关情况。 京城机电股份(00187)、国富氢能(02582)、国鸿氢能(09663)、亿华通(02402)、重塑能源（02570）、中 集安瑞科(03899)、潍柴动力（02338）、中国重汽（03808）、中国旭阳集团(01907)。 国家能源局举行例行新闻发布会，能源节约和科技装备司副司长徐继林在会上介绍，我国高度重视氢能 产业发展，通过加强顶层设计，制定产业政策，积极推动氢能技术创新，各地也有序探索氢能产业发展 和项目落地模式。 截至2024年底，全国各地累计发布氢能专项政策超560项，22个省级行政区将氢能写入政府工作报告， 因地制宜推进氢能产业布局。下一步，国家能源局将会同相关部门积极发挥氢能产业发展部际协调机制 作用，推动地方结合自身基础条件科学合理布局氢能产业，实现产业健康有序发展。 国金证券发布研报称，FCV首次12月单月负增长，全年上险功率持续增长，行业高功率化趋势显著。 2025年是氢能中长期规划的结算时点，氢能及燃料电池行业将进入放量冲刺期，燃料电池汽车及绿氢项 目落地将加速，氢能和燃料电池制造是目前的两条主线。 氢能产业链相 ...

国家能源局：我国高度重视氢能产业发展 各地有序探索氢能产业发展和项目落地模式 智通财经4月28日电，国家能源局举行例行新闻发布会，能源节约和科技装备司副司长徐继林在会上介 绍，我国高度重视氢能产业发展，通过加强顶层设计，制定产业政策，积极推动氢能技术创新，各地也 有序探索氢能产业发展和项目落地模式。截至2024年底，全国各地累计发布氢能专项政策超560项，22 个省级行政区将氢能写入政府工作报告，因地制宜推进氢能产业布局。下一步，国家能源局将会同相关 部门积极发挥氢能产业发展部际协调机制作用，推动地方结合自身基础条件科学合理布局氢能产业，实 现产业健康有序发展。 ...

Core Viewpoint - The report indicates that while the electric motor business of the company faced some pressure, the nuclear power business showed significant growth, leading to an overall "buy" rating for the stock [1]. Group 1: Financial Performance - In 2024, the company achieved revenue of 4.899 billion yuan, a year-on-year decrease of 7.92%, and a net profit attributable to shareholders of 256 million yuan, down 35.78% year-on-year [1]. - For Q1 2025, the company reported revenue of 1.156 billion yuan, a slight increase of 0.25% year-on-year, but a net profit attributable to shareholders of 55 million yuan, down 40.75% year-on-year [1]. - The electric motor business generated revenue of 3.901 billion yuan in 2024, a decline of 13.77% year-on-year, with a gross margin of 17.94%, down 6.11 percentage points [1]. Group 2: Nuclear Power Business - The nuclear power business generated revenue of 869 million yuan in 2024, an increase of 26.67% year-on-year, with a gross margin of 37.90%, up 17.51 percentage points [2]. - The company's subsidiary, Harbin Electric Power Equipment Co., Ltd., reported revenue of 1.557 billion yuan, a year-on-year increase of 19%, and a net profit of 155 million yuan, up 76% year-on-year [2]. - The nuclear power industry is entering an accelerated development phase, with the approval of 11 nuclear power units in China in 2024, benefiting the company's growth [2]. Group 3: Profit Forecast and Valuation - The company is expected to achieve revenues of 5.039 billion yuan, 5.497 billion yuan, and 6.190 billion yuan for 2025, 2026, and 2027, respectively, representing year-on-year growth of 2.85%, 9.10%, and 12.61% [3]. - The forecasted net profits for the same years are 370 million yuan, 402 million yuan, and 501 million yuan, with year-on-year growth rates of 44.36%, 8.56%, and 24.70% [3]. - The corresponding price-to-earnings ratios are projected to be 19.98, 18.40, and 14.76 for 2025, 2026, and 2027, respectively, maintaining a "buy" rating [3].

工业硅周报 2025 年 4 月 28 日 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 投资咨询号：Z0017785 供应维持宽松，工业硅低位震荡 核心观点及策略 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68555105 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 王工建 wang.gj@jyqh.com.cn 从业资格号：F03084165 投资咨询号：Z0016301 赵凯熙 zhao.kx@jyqh.com.cn 从业资格号：F03112296 投资咨询号：Z0021040 敬请参阅最后一页免责声明 1 / 8 ⚫ 上周工业硅低位震荡，主因全球贸易局势仍然不明，我国 工业企业利润增速转正，工业品市场情绪仍然较为低迷。 供应来看，新疆地区开工率维持7成左右，川滇地区开工 率依然偏低，企业生产压力加大亏损面持续扩大，供应端 转入收缩；从需求侧来看，多晶硅5月部分企业有减产计 划，硅片企业后续有减产 ...

Core Viewpoint - The "Cang Tian Qian Feng Tuo Gao" cultural tourism series event in Ejin Banner aims to showcase the region's cultural heritage and promote tourism through various artistic performances and activities [1][5]. Group 1: Event Highlights - The event opened with the enthusiastic "Ejin Welcoming Song," creating a warm atmosphere for attendees [4]. - A duet titled "Praise for the Thousand Peaks Tuo Gao" celebrated the camel, symbolizing the resilience of the Ejin Banner people [4]. - The folk culture display "Turkic Charm" featured performances from various cultural associations, blending traditional and modern elements [4]. - The "Dance Rhythm" performance showcased the unique charm of the national intangible cultural heritage of the Sa Wu Er Deng dance [4]. - The event concluded with a collective performance of "Inner Mongolia Awaits You," expressing the hospitality of the local people [5]. Group 2: Cultural and Economic Integration - Ejin Banner is leveraging its camel industry advantages through a "cultural tourism + folk events + industry linkage" model to create a unique industrial ecosystem [9]. - The event aims to deepen the integration of community participation and tourism development, enhancing the quality of cultural tourism in Ejin Banner [9]. - Various competitions and exhibitions, including camel racing, horse racing, and cultural displays, are designed to engage tourists and promote local products [15].

省林草局相关负责人表示，此项改变基于我省现有的林业产业状况。近年来，我省坚持推动生态富 民产业发展，促进农民就业增收，2024年林业总产值714.5亿元。今年，我省还印发方案，深化集体林 权制度改革，明确提出支持适度发展林下经济、生态文体旅游、森林康养、自然教育等绿色富民产业， 大力扶持干果经济林、林下中药材等优势林业特色产业发展，全省林业发展空间巨大、潜力无限。提供 信贷支持能进一步激发林农（企）积极性，助力全省林业特色产业规模化发展。 此外，协议还提出重点支持建设一批林业产业项目和林业产业示范基地（园区），开展一批创新试 点。同时，进一步降低贷款利率，并提出探索创新抵押物评估管理，建立评估机构满意度测评机制，林 业贷款相关评估费用不再由申请人承担，为林农（企）真正降成本、谋福利。 一直以来，林特产品因生长周期长、风险高，存在贷款难的问题。近日，一纸战略协议带来好消 息，林特产品种植与加工业能贷款了，对于辽宁的林农（企）而言，他们的期盼成为现实。 4月22日，省林草局和省农商行签署战略协议，"十四五""十五五"期间，将为林草领域提供80亿元 信贷支持，为全省林业发展注入新动能。协议中一条明确提出"支持林业生 ...

Core Viewpoint - The city of Suzhou in Anhui Province is accelerating the high-quality development of the prepared food industry by leveraging its agricultural resource advantages and implementing a "5+4+1" industrial layout, resulting in nearly 200 prepared food production enterprises and over 1,000 varieties of prepared dishes [1][2]. Group 1: Policy Support - Suzhou has introduced a series of supportive policies for the prepared food industry, including the "Implementation Opinions on Accelerating the High-Quality Development of the Prepared Food Industry" and the establishment of a prepared food industrial park [1]. - The city is the first in the province to implement supportive policies, develop group standards for prepared food, and establish a prepared food association, enhancing standardization in the industry [1]. Group 2: Industry Cluster Development - The city focuses on integrated agricultural practices, establishing large-scale vegetable and fruit planting bases, and standardized livestock farms to ensure high-quality raw material supply for the prepared food industry [2]. - A cultivation database for prepared food enterprises has been established, targeting key industries such as Fuli Ji roast chicken and Dangshan fruit preserves [2]. Group 3: Technological Innovation - Suzhou is enhancing research and development in the prepared food sector by collaborating with universities to create innovation research institutes and technology transfer centers [3]. - The city has established a professional talent pool for the prepared food industry, training over 110 specialized professionals to improve product competitiveness [3].