Core Insights - The "RCEP Member Countries New Energy Vehicles and Advanced Photovoltaic Industry Chain Supply Chain Cooperation Dialogue Conference" was held in Hefei, focusing on collaborative development in the new energy sector [1][3] - The conference aimed to promote international cooperation in the new energy vehicle and advanced photovoltaic sectors among RCEP member countries, enhancing high-level openness [3][4] - The event resulted in the establishment of the China-ASEAN New Energy Vehicle Industry Cooperation Council and the China-ASEAN Photovoltaic Industry Cooperation Council [3][6] Industry Cooperation - The RCEP Industry Cooperation Committee emphasized the importance of industry cooperation mechanisms as bridges for trade and investment development [4] - Participants expressed the need to strengthen policy coordination and international collaboration to build competitive regional industry and supply chains [6][7] Collaboration Initiatives - A cooperation demand list was released, covering 47 areas including capacity investment, raw material supply, and talent exchange in the smart connected new energy vehicle and advanced photovoltaic sectors [6] - The conference featured discussions on cooperation opportunities in the new energy industry chain and supply chain among RCEP countries in the context of carbon neutrality [6][7] Event Overview - The conference was part of the 2025 RCEP Local Government and Friendship City Cooperation Forum, which included multiple activities focused on various sectors [7]

Core Viewpoint - The 2025 Shanghai International Carbon Neutral Technology, Products and Achievements Expo aims to create a platform for deep integration of government, industry, academia, and research, focusing on the theme of "carbon neutrality" [1] Group 1: Event Overview - The expo features three main components: thematic exhibitions, a series of forums, and trade connections, all centered around the theme of "walking towards carbon neutrality" [1] - The event marks the fifth year since the "dual carbon" strategy was proposed and is a critical year for transitioning from energy consumption control to carbon emission control [6] Group 2: Policy and Framework - The State Council issued a work plan to accelerate the establishment of a dual carbon control system, divided into three phases: 1. The first phase focuses on building a foundation for carbon emission statistics and monitoring from now until 2025 [6] 2. The second phase, during the 14th Five-Year Plan period, will implement a dual carbon control system nationwide, emphasizing intensity control and establishing a comprehensive evaluation system for carbon peak and neutrality [7] 3. The third phase will adjust the dual carbon control system post-carbon peak, focusing on total control while maintaining intensity control [7] Group 3: Expert Insights - Experts emphasized the importance of transitioning from energy consumption control to carbon emission control, highlighting that energy efficiency improvements contribute approximately 70% towards achieving carbon neutrality [8] - Recommendations include establishing a unified carbon emission data system and addressing challenges in carbon emission standards, such as coverage gaps and data quality issues [8]

会议预告 第十八届高工锂电产业峰会 —— 产业链格局重整 全场景应用共振 ● 动力与 储能 产业协同融合发展 ， 电动化趋势下，将带动以动力电池为核心的新能源制造业规 模化发展，而储能的发展，则关系到区域性能源转型与碳中和目标实现，二者协同融合，将成为国 内各区域未来几年重点发展的方向，常州金坛作为率先发展新能源的区域，一定要率先抢占高地。 ● 锂电产业链结构性调整。 核心材料价格触底反弹，电芯价格趋向稳定，产业链供需优化，产能 出清与企业淘汰并行。产业链各环节企业竞争格局调整，重点企业整合与调整。产业链各环节进入 盘整与优化阶段。 ● 新材料新工艺加速应用， 动力及储能电池差异化进一步凸显，围绕场景需求，电池性能加速迭 代，倒逼新材料加速应用，复合集流体、硅基负极、新型锂盐等材料具备规模化应用条件，同时， AI4S推动电池新材料开发，推动新电池体系开发。 ● 常州新能源产业发展新阶段， 在新能源产业方面具备良好的基础和巨大的发展潜力。通过抓住 市场机遇，加强技术创新，推动产业协同，常州有望在新能源领域实现更大的突破，成为全球新能 源产业的领先基地。 峰会亮点 ● 高工锂电年度品牌会议，新能源领域顶级行业峰会 ...

会议预告 第十八届高工锂电产业峰会 —— 产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究（GGII） 峰会 时间： 2025年6月25-26日 峰会地点： 常州·金坛万豪酒店 峰会背景 ● 全场景电动化加速推进。 中国电动化渗透率突破50%临界点，带动产业链上下游开启新的产业 周期。同时，电力市场、船舶、商用车、人形机器人、eVTOL等赛道的发展成为锂电出货增长新 的驱动力。 ● 动力与 储能 产业协同融合发展 ， 电动化趋势下，将带动以动力电池为核心的新能源制造业规 模化发展，而储能的发展，则关系到区域性能源转型与碳中和目标实现，二者协同融合，将成为国 内各区域未来几年重点发展的方向，常州金坛作为率先发展新能源的区域，一定要率先抢占高地。 核心议程 | | 6月25日 | | --- | --- | | 时间 | 核心议题 | | 9:00"12:00 | 开幕式专场: | | . | 全球电动化新阶段竞逐风云 | | . | 全场景电动化产品研发与生态构建攻略 | | . | 动力电池技术. 价格与营销"激战" | | . | 下一代电池技术卡位与抢夺的激烈角逐 | | . | 装备企 ...

5月25-27日， 2025（第十届）生物基大会暨展览 在上海举办。期间，由 DT新材料联合投资浙 里、舟山市投资促进中心共同主办 的" 2025生物基产业战略座谈会 "于5月25日在举行。 全球碳中和博弈加剧，生物基产业如何破解 "上游原料依赖、中游认证壁垒、下游应用局限" 三大 矛盾？ 5月25日，一场聚焦产业破局的闭门座谈给出了方向性答案。 01 一场高浓度思想碰撞的产业闭门会 主持人：朱锦，中国科学院宁波材料技术与工程研究所研究员 浙江省生物基高分子材料重点实验室主任 来自行业协会、知名品牌、材料企业及科研机构的 25位 代表齐聚一堂，围绕"市场重塑-政策协同- 技术突围"三大核心议题展开深度探讨。 开场报告 《从全球可持续发展大势看生物制造产业的发展方向》 庞广廉 中国石油和化学工业联合会党委常委 外资委主席兼秘书长 中国石油和化学工业联合会党委常委 外资委主席兼秘书长 庞广廉 在开场报告中指出： "生物基材料是化工行业实现可持续发展的核心路径之一。中国可持续发展的包括9个层面，其中 之一是原材料的使用，生物基和循环材料则是原材料可持续发展的重点方向。" 他特别强调，中国"双碳"政策正加速落地，行业 ...

近日，大地海洋（301068.SZ）发布公告，拟以1.35亿元自有或自筹资金完成对浙江虎哥废物管理有限 公司（简称"虎哥"）100%股权的收购。在"碳达峰、碳中和"战略深入推进与"无废城市"建设全面铺开的 政策东风下，这家深耕废弃资源综合利用领域的企业，正通过前瞻性战略布局持续夯实行业领先地位。 业绩稳健增长，核心竞争力凸显 2024年，大地海洋实现营业收入9.47亿元，同比增长0.99%；归属于上市公司股东的净利润8596.96万 元，同比增幅高达54.99%，展现出强劲的发展韧性。同时，公司合计派发现金红利3239.58万元（含 税），以真金白银回馈投资者，彰显了对未来发展的坚定信心。 作为废弃资源综合利用领域的标杆企业，大地海洋构建了覆盖危险废弃物与电子废弃物处理的双主业体 系。在危险废物处置领域，公司打造了"收集—运输—贮存—利用—处置"的全产业链运营模式，为浙江 省内超8000家产废单位提供一站式前端收集服务，市场地位举足轻重。其电子废物拆解业务同样表现突 出，子公司盛唐环保作为浙江省仅有的5家纳入废弃电器电子产品处理基金补贴名单的企业之一，2024 年规范拆解数量占浙江省公示总量的40.02%，稳 ...

Core Viewpoint - Longi Green Energy has reported a decline in photovoltaic product prices since May 2025, attributing this to the end of the domestic photovoltaic rush and changes in terminal demand, with prices stabilizing at previous low levels [1] Group 1: Photovoltaic Market Dynamics - The company acknowledges that the photovoltaic market demand was in a relatively off-season from January to February 2025, leading to prices falling below production costs, which significantly impacted the gross margin in Q1 2025 [1] - Longi Green Energy has implemented a strict production model based on sales, adjusting component production schedules according to market demand and order situations, maintaining controllable overall inventory [1] Group 2: HPBC2.0 Product Development - The HPBC2.0 product has seen increased customer recognition globally, with cumulative orders significantly rising since the beginning of the year, over 50% of which are from overseas clients [2] - The production cost of HPBC2.0 components is currently slightly higher than that of TOPCon products, but it is expected to be comparable by the end of 2025 [2] - The yield rate for the currently operational HPBC2.0 battery production lines is around 97% [2] - Longi Green Energy aims to achieve a production capacity of 50GW for HPBC2.0 batteries and components by the end of 2025, with about 50% of the new capacity coming from the transformation of existing production lines [2] Group 3: Market Distribution and Strategy - In 2024, Longi Green Energy's component shipment distribution aligns with global market demand, with China accounting for approximately 55% of the company's external sales, while overseas markets are primarily in Asia (21%) and Europe (16%) [3] - The company’s 5GW component joint venture factory in the U.S. has reached full production, and the lower anti-dumping tariffs in Malaysia compared to other Southeast Asian markets allow continued exports to the U.S. without adjusting shipment targets [3] - Longi Green Energy maintains a cautious approach to capacity expansion amid ongoing industry transformations and currently has no plans to expand overseas production capacity [3] Group 4: Hydrogen Energy Business - The hydrogen energy sector is still in its early stages, with large-scale terminal demand expected to take time to develop, but the long-term growth logic remains unchanged under the carbon neutrality context [4] - The company is focusing on research and innovation in hydrogen technology, aiming to enhance the performance of hydrogen equipment products and expand its global market presence [4] - Since 2025, Longi Green Energy has secured electrolyzer orders from domestic and international clients, gradually building its brand influence in the global market [4]

Core Viewpoint - The Beijing Urban Sub-center Green Heart Park has received a carbon neutrality certification from TÜV Rheinland, marking it as the first net-zero emissions certification in China's power industry since the release of the international standard ISO 14068, showcasing the company's commitment to climate responsibility [1][5]. Group 1: Project Overview - The Green Heart Park project is a collaboration between State Grid Beijing Electric Power Company and Beijing Urban Sub-center Investment Construction Group, focusing on achieving 100% green electricity supply and utilizing geothermal heat pumps for cooling and heating [1][3]. - The park covers an area of approximately 11.2 square kilometers and serves as a significant part of Beijing's green space, becoming a leading demonstration area for low-carbon transformation [3]. Group 2: Energy Supply and Consumption - The project aims to create an energy consumption structure primarily based on electricity, implementing a strategy of "introducing green energy + digital empowerment + efficiency improvement + carbon aggregation" to support green energy use and zero-carbon operation [3]. - The energy supply side utilizes local geothermal heat pumps and distributed photovoltaics, along with long-term agreements for green electricity from Shanxi and Inner Mongolia, achieving 100% clean energy supply [3][4]. Group 3: Carbon Reduction Goals - By 2025, the park is expected to reduce carbon emissions by 11,556 tons through electric energy substitution, with local distributed photovoltaics and external green electricity contributing to a reduction of 30,382 tons in the power sector [4]. - The combination of tree carbon sinks is projected to achieve a net negative carbon emission of 957 tons annually [4]. Group 4: Technological Innovations - The park has established a Green Heart Energy Management System for real-time monitoring and remote control of energy facilities, maximizing the use of renewable energy [4]. - State Grid Beijing Electric Power Company has developed a City Intelligent Energy Management System (CIEMS) to integrate and analyze energy and carbon emission data across the park, buildings, and equipment, aiding users in energy conservation and carbon reduction [4].

Core Viewpoint - The "Beautiful China, I am an Action Taker" initiative aims to promote low-carbon behavior among the public, leveraging digital platforms to encourage sustainable living and contribute to carbon peak and carbon neutrality goals [1][3]. Group 1: Initiative Overview - The initiative is launched by the Ministry of Ecology and Environment and focuses on integrating low-carbon habits into daily life across various scenarios such as clothing, food, housing, transportation, and usage [1]. - The program utilizes digital platforms and carbon behavior quantification to guide the public in adopting green low-carbon lifestyles [1][3]. Group 2: Participation Mechanism - Users can access the initiative through the Gaode Map app, which features a personal points account, check-in calendar, leaderboards, and daily task reminders to enhance low-carbon travel awareness [2]. - The initiative includes not only conventional low-carbon travel methods like cycling and public transport but also low-carbon driving routes and electric vehicle options [2]. Group 3: Collaborative Efforts - Gaode Map, along with other platforms like Ele.me and Alipay, has launched dedicated entry points for the initiative, promoting a collective call for public participation in low-carbon behavior [3]. - The initiative signifies a new phase in building a green low-carbon lifestyle across society, with digital tracking and incentives quantifying individual low-carbon actions within the social emission reduction framework [3].

证券代码：600792 证券简称：云煤能源 公告编号：2025-030 关于 2024 年度暨 2025 年第一季度业绩说明会 召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 云南煤业能源股份有限公司（以下简称公司）于 2025 年 6 月 5 日（星期四） http://roadshow.sseinfo.com/）以网络互动方式召开了 2024 年度暨 2025 年第 一季度业绩说明会。 露了《云南煤业能源股份有限公司关于召开 2024 年度暨 2025 年第一季度业绩说 明会的公告》 （具体内容详见临时公告：2025-029），现将本次业绩说明会的召开 情况公告如下： 一、业绩说明会的基本情况 长、总经理张国庆先生，董事会秘书、财务总监戚昆琼女士，独立董事杨勇先生 出席了本次业绩说明会，公司就 2024 年度及 2025 年第一季度经营成果、财务状 况等投资者关心的问题与投资者进行互动交流和沟通，在信息披露允许的范围内 就投资者普遍关注的问题进行回答。 云南煤业能源股份有限公司 回复：尊敬的投资者，您好!公 ...