Core Viewpoint - The "Health and Environmental Walk" event organized by the Asia-Olympic Business Circle New Consumption Innovation Alliance aims to promote health, environmental awareness, and public welfare through diverse leisure and consumption experiences from May 1 to May 4 [1][2]. Group 1: Event Overview - The event is themed "Health and Environmental Protection, Public Welfare Together," aligning with the national initiative for weight management and promoting a healthy lifestyle [2]. - It features a "digital check-in and low-carbon consumption" approach, connecting 14 unique check-in points in the Asia-Olympic business area, including notable landmarks like the Bird's Nest and the Olympic Museum [2][5]. - The initiative encourages participants to engage in low-carbon travel methods such as walking and cycling, enhancing the area's cultural and commercial vibrancy [2][5]. Group 2: Participation and Rewards - Participants can use the "Asia-Olympic Circle" app for navigation and check-in, earning points that can be redeemed for various rewards, including hotel vouchers and cultural tickets [5][6]. - The event includes surprise musical performances and a consumption market at several check-in points, enriching the leisure experience for attendees [5][6]. Group 3: Organizational Background - The Asia-Olympic Business Circle New Consumption Innovation Alliance was established on December 28, 2022, by the Chaoyang District Committee, District Government, and Beichen Group, comprising 23 member units [9]. - The Asia-Olympic business area serves as a significant consumption hub in northern Beijing, featuring a mix of commercial, tourism, exhibition, cultural, and sports venues, contributing to the city's economic vitality [9].

Core Insights - The company reported a revenue of 1.565 billion yuan for 2024, a year-on-year increase of 1.35%, but faced a net loss of 26.21 million yuan attributable to shareholders [1] - In Q1 2025, the company achieved a revenue of 403 million yuan, reflecting a year-on-year growth of 7.52%, with a net profit of 7.70 million yuan attributable to shareholders [1] - The company focuses on low-carbon and environmental protection sectors, strategically planning a business matrix of "environmental catalysts, energy storage and energy storage +, and complex high-performance composite materials" [1] Financial Performance - The company's R&D investment in 2024 totaled 110 million yuan, accounting for 7.01% of revenue, which is a 26.13% increase compared to the previous year [1] - Nearly 70% of the R&D investment was directed towards new materials and new energy [1] Market Expansion - As one of the few major domestic manufacturers in the environmental catalyst field, the company achieved a breakthrough of one million units sold in the passenger vehicle catalyst sector [2] - The company secured multiple platform project designations from major domestic clients and successfully entered the supply chain of a joint venture brand [2] - The hydrogen fuel cell electrocatalyst segment generated sales revenue of 7.32 million yuan in 2024, marking a year-on-year increase of 1273% [2] New Energy Sector Growth - The energy storage and energy storage + segment achieved a revenue of 80.17 million yuan in 2024, with a growth rate exceeding 300% [2] - The company has obtained various certifications for its products, including EU CE certification, CB certification, and CNAS certification [2] Future Outlook - The company is planning to build an annual production capacity of 500,000 square meters of prepreg and 30 tons of aerospace composite components, with the prepreg pilot line already in operation [2] - The manufacturing base is currently under construction and is expected to be operational by the end of 2025 [2] - The company aims to enhance its competitiveness in the fields of environmental protection, new energy, and high-end manufacturing through its strategic layout across three major business segments [2]

证券研究报告 | 公司点评 | 包装印刷 裕同科技(002831) 报告日期：2025 年 04 月 30 日 Q1 经营稳健向好，25 年期待利润修复 ——裕同科技点评报告 投资要点 ❑ 公司公告 24A 实现营收 171.57 亿（同比+12.71%，下同）、归母净利 14.09 亿（-2.05%）、 扣非净利 15.14 亿（+1.34%） 。 24Q4 单季营收 48.98 亿（+10.92%）、归母净利 2.95 亿（-34.93%）、扣非净利 3.84 亿（-16.01%），主要系公司策略性处置武汉艾特、广东鸿铭股权以及确认员 工持股计划股份支付费用所致。 25Q1 单季营收 36.99 亿（+6.42%）、归母净利 2.41 亿（+10.26%）、扣非净利 2.46 亿（+1.37%），Q1 经营稳健。 ❑ 3C 基本盘牢固、环保持续向好 1）3C 业务-基本盘：根据 IDC 发布的最新报告，2025Q1 全球智能手机出货量同 比增长 1.5%至 3.049 亿部，实现连续第三个季度增长，带动公司手机等传统消 费电子产品收入稳定增长。24A 前 5 名客户销售金额合计占比总收入 38.26% （ ...

恒誉环保688309 趋势方向 主力成本分析 时间: 2025年4月30日星期三 15.45 53.87分综合得分 较强 5日主力成本 元 当日主力成本 14.67 元 14.36 元 20日主力成本 14.63 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 中期支撑位 股价突破短期压力位，短线有望走强； 股价突破中期压力位，中线有望走强 0 次 技术面分析 14.80 短期压力位 14.26 短期支撑位 15.28 中期压力位 13.11 K线形态 暂无特殊形态 资金流数据 2025年04月30日的资金流向数据方面 | 主力资金净流入147.98万元 | | --- | | 占总成交额6% | | 超大单净流入0.00元 | | 大单净流入147.98万元 | | 散户资金净流入165.42万 | 关联行业/概念板块 环保行业 0.79%、节能环保 0.89%、微盘股 1.54%等 财务数据 最近的财报数据显示，该股于2025年04月30日 | 每股收益0.103元 | 营业利润0.08亿元 | | --- | --- | | 市盈率--- | 销售毛利率33.539% | | 净利润 ...

Group 1: Water Supply Business - The company can submit water price adjustment applications to the government based on national policies and agreements, following necessary procedures such as cost audits and public hearings [2] - Water price adjustments are linked to changes in upstream resource prices and water conservancy project prices [2] Group 2: Accounts Receivable Management - As of the end of 2024, the company's accounts receivable balance was approximately 40 million yuan, reflecting an increase due to market expansion [3] - The company emphasizes accounts receivable management and has integrated collection efforts into performance assessments [3] - National policies promoting debt reduction are expected to positively impact the water and environmental protection industry [3] Group 3: Business Expansion - The company focuses on becoming a national water and environmental service provider, expanding both vertically and horizontally along the business chain [3] - It aims to deepen its market presence in Chengdu and surrounding areas while actively integrating quality resources nationwide [3] Group 4: Capital Expenditure and Dividends - Recent capital expenditures have been significant due to multiple water supply and waste projects, with expected reductions as these projects become operational [3] - The cash dividend ratio was approximately 20% in 2021 and 2022, increased to 27% in 2023, and projected to reach 28% in 2024 [3]

港口集装箱起重机行业作为全球物流与贸易的核心支撑产业，近年来在技术创新、市场需求和政策驱动下呈现快速发展态势。中国港口 集装箱起重机市场规模占全球主导地位，2024年市场规模约6.68亿美元，2024年中国港口集装箱起重机占全球市场的15.39%。 随着长江经济带、京津冀协同发展等区域战略推进，内陆港口城市（如重庆、武汉）对集装箱起重机的需求显著增加，成为新的增长点. 中国厂商通过"一带一路"倡议加速国际化布局，东南亚、非洲等新兴市场成为出口重点。 港口集装箱起重机发展趋势 智能化与自动化深化 港口集装箱起重机是一种专门用于装卸集装箱的重型起重设备，广泛应用于港口、码头和集装箱堆场。这些起重机用于从集装箱船上卸 下或装载集装箱，并在堆场内进行转运。港口集装箱起重机专门为20英尺和40英尺国际集装箱而设计的，主要用于集装箱的堆叠和码 头、堆厂内的水平运输，与叉车相比，它具有机动灵活，操作方便，稳定性好，轮压较底，堆码层数高，堆厂利用率高等优点。 港口集装箱起重机行业目前现状分析 港口正在加速采用远程控制和全自动起重机，以减少人工干预，提高效率和安全性。人工智能（AI）与物联网（IoT）应用，AI优化集 装箱调度 ...

Group 1: Financial Performance - In 2024, the company achieved a revenue growth of 11.63%, while Q1 2025 saw a growth of 5.47%. However, net profit declined due to rising costs and the photovoltaic subsidiary not yet generating significant revenue [8] - The operating cash inflow for 2024 was CNY 1.105 billion, a 7.88% increase from 2023, primarily due to VAT refunds. Cash outflow was CNY 871 million, up 9.19% due to increased raw material purchases [6] Group 2: Business Development and Strategy - The company plans to enhance its financing channels to lower costs and meet capital expenditure needs, which will improve financial conditions as funds are invested [4] - The company’s new projects, including industrial paper packaging and composite plastic packaging, are expected to double production capacity to 600 million units annually, addressing current capacity constraints [5] Group 3: Market Outlook and Product Innovation - The global paper packaging market is projected to reach USD 397.5 billion in 2024, with a CAGR of 4.8% from 2025 to 2030. The Chinese market is expected to hold a 45% share [7] - The company is optimistic about the photovoltaic industry, driven by increasing installation demand and technological advancements [3] Group 4: Challenges and Responses - The company faces short-term pressure on its photovoltaic business due to lengthy product validation and testing cycles, but anticipates long-term growth potential [2] - The company is addressing the impact of trade policies and tariffs, particularly in the U.S. market, where the business exposure is relatively small [8]

Group 1 - The first "Classification New Fashion" themed restaurant in Hangzhou has officially opened, marking a new phase in the integration of waste sorting into the dining industry [2] - The restaurant features a 3-meter tall giant cup sleeve art installation and introduces an innovative public welfare project that creates surprise blind boxes from edible near-expiry ingredients, reducing food waste while enhancing consumer engagement [2] - The project will initially be piloted in five dining establishments in the Cuiyuan Street area, with an online service platform expected to launch in June via a WeChat mini-program [2] Group 2 - The restaurant serves as a model for public-private partnerships, aiming to reshape the environmental experience by integrating waste sorting knowledge into customer interactions [3] - The event included a "Everything Can Be Recycled" themed market with various interactive areas, such as smart recycling devices and fun waste sorting games, encouraging citizens to participate in resource recycling initiatives [2] - The Hangzhou Municipal Administration of Comprehensive Law Enforcement emphasizes the importance of the restaurant industry in promoting standardized and refined waste sorting practices to achieve the city's waste reduction and resource utilization goals [3]

以下文章来源于Aki能量站 ，作者小奇Aki 作者 | 小奇Aki 来源 | Aki能量站 导 语：中泰股份乙烷提取设备市场占有率70%，单套设备产值1.5亿元，毛利率超40%，是国产替代的最大受益者。 本文从乙烷气体在中美关税下的国产替代逻辑出发，发觉一家受益公司，经深度研究多加机构研报后，制定相应交易策略，目前以小仓位买入。 中国2024年乙烷进口量1,100万吨，其中95%来自美国，进口成本受关税政策直接影响（2025年4月加征34%关税后累计税率达35%），到岸成本从 3,879元/吨升至5,118元/吨，国产替代的逻辑明确，且空间广阔。 中泰股份（300435）深度研究报告 公司概况 中泰股份成立于2006年，2015年于深交所上市，总部位于浙江杭州，是一家以深冷技术为核心的设备制造商及气体运营商。公司实际控制人为章有 春、章有虎兄弟，股权结构稳定。 通过"设备制造+气体运营"双引擎模式，业务覆盖天然气液化、空分装置、稀有气体生产等领域。2019年收购山东中邑燃气后，燃气运营成为主要收 入来源，2022年进一步布局稀有气体市场，形成多元化业务结构。 Aki能量站 . 普通人的投研笔记 业务范围与发展 ...

内容概要：近年来，随着手机盖板、精密光学、半导体等下游市场的飞速发展，带动稀土抛光材料市场 需求急剧上升，我国稀土抛光材料行业迎来了快速发展的新时期，但近几年，受宏观经济增速放缓，手 机市场逐渐饱和、半导体产业扩张速度不如预期等诸多因素影响，我国稀土抛光材料需求有所下滑，据 统计，2024年我国稀土抛光材料需求量降至3.71万吨，市场规模降至7.68亿元，其中，稀土抛光粉约占 80.73%，稀土抛光液约占19.27%。 上市企业：北方稀土（600111）、凯盛科技（600552）、皓志科技（874231.NQ）、中国稀土 （000831）、厦门钨业（600549）、广晟有色（600259） 相关企业：包头天骄清美稀土抛光粉有限公司、包头中科雨航抛光材料有限公司、山东麦丰新材料科技 股份有限公司、甘肃稀土新材料股份有限公司、上海华明高纳稀土新材料有限公司、山东鑫方园新材料 科技有限公司、淄博包钢灵芝稀土高科技股份有限公司、内蒙古新雨稀土功能材料有限公司、包头市昊 锐稀土有限公司 关键词：稀土抛光材料市场政策、稀土抛光材料产业链、稀土抛光材料市场规模、稀土抛光材料竞争格 局、稀土抛光材料发展趋势 一、概述 稀土抛 ...