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 ...

Core Viewpoint - The article emphasizes the rapid development and significance of clean energy, particularly wind and solar power, in China's efforts to combat climate change and achieve carbon neutrality by 2060 [1][8]. Group 1: Industry Growth and Achievements - China's wind and solar power installed capacity reached 1.48 billion kilowatts, surpassing traditional coal power for the first time [1]. - By the end of 2023, China's wind and solar power installed capacity has increased tenfold compared to a decade ago, driven by strong government policies and technological advancements [2]. - The cost of solar power generation has decreased by 90% from 2010 to 2022, making it significantly cheaper than coal power [4]. Group 2: Technological Advancements - Innovations in technology have led to significant improvements in efficiency, with companies like JinkoSolar achieving world-leading conversion efficiencies for solar cells [3]. - The development of large-scale wind turbines, such as the 20MW offshore floating wind turbine with blades measuring 130 meters, showcases the technological progress in the wind energy sector [3][4]. Group 3: Economic and Environmental Impact - The wind and solar energy sectors are becoming key drivers of economic growth in regions like Hami, Xinjiang, where they account for over half of the energy structure [4]. - The use of green hydrogen, produced from renewable energy sources, is being promoted as a cleaner alternative to traditional hydrogen production methods, contributing to reduced carbon emissions [5]. Group 4: Future Prospects and Policy Framework - The Chinese government aims for renewable energy consumption to reach 80% by 2060, integrating it with new industrial, transportation, agricultural, and building systems [8]. - The introduction of "green electricity direct connection" policies aims to enhance the consumption of renewable energy and meet the green energy needs of enterprises [8].

Group 1 - The Supreme Court's annual report indicates that in 2024, courts adjudicated 219,000 environmental resource cases, including 26,000 criminal cases related to environmental pollution and ecological damage [1][2] - The report emphasizes the enforcement of environmental protection laws, with over 4,900 cases related to pollution adjudicated, supporting the ongoing battle against pollution [2] - The establishment of specialized environmental resource courts has increased, with 2,424 such courts set up nationwide, employing over 16,000 judges and judicial assistants [3] Group 2 - The report highlights the judicial efforts to support the "dual carbon" goals, including the establishment of a climate change judicial response research center [2][3] - It details the judicial handling of ecological damage compensation, with 246 cases adjudicated and a total compensation amounting to 9.6 billion yuan, reflecting a year-on-year increase of 87.5% [1] - The Supreme Court is actively involved in legislative support for ecological environment laws and has published numerous typical cases to guide judicial practices [3]

2025年是"十四五"的收官之年，也是备战"十五五"的关键之年，诸多约束性指标的冲刺、考核与下一步工作的谋划、筹备在同步进行。作为"十四五"阶段出 台的重大战略决策、被视为广泛而深刻的经济社会系统性变革的"碳达峰碳中和"工作也将在今年迎来阶段性"大考"。其中，占全国碳排放总量约40%的最大 排放源——电力部门的降碳、减排情况备受关注。 6月5日，上海国际问题研究院"能源低碳发展"项目课题组与国际环保机构绿色和平发布《当"风光狂奔"遇上"煤电惯性"：电力部门碳达峰倒计时》报告， 对"十四五"以来中国电力部门低碳转型态势进行了回顾分析，并就"十五五"全国碳达峰攻坚战中电力部门的进一步转型提出了相关建议。 虽然新能源受限于波动性、电网接纳等问题，在发电方面的表现逊色于装机增速，但近期的步伐也同样在加快。2024年，我国可再生能源新增发电量约占全 社会新增用电量的86.44%，其中风电、太阳能合计新增发电量贡献了约56.8%的全社会新增用电需求。而且，根据国家能源局的统计，这一占比仍在进一步 提升，今年一季度，风电、太阳能的新增发电量已经超过了全社会的新增用电量。 电力部门碳排放有望在今年实现达峰 电力部门的低碳转型 ...

势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 绿氢 群 中国可持续航空燃料（SAF）行业正通过推进试点政策、完善标准体系以及产业生态协同，实现快速发展。中航油自去年启动SAF加注计划：第一阶 段（2024年9月-12月），国航、东航、南航从北京大兴、成都双流、郑州新郑、宁波栎社机场起飞的12个航班常态化加注SAF，加注量约0.4万吨。第 二阶段（2025年3月19日-6月30日），上述四个机场所有国内航班均加注掺混1%的SAF混合燃料，预计加注量达0.8万吨。第三阶段（7月起）扩展至 全国8个机场，预计加注量约3万吨。 从"示范航班"到"常态化加注"的跨越显著拉动中国SAF产业发展。据势银（TrendBank）统计，截止2025年3月31日，中国SAF项目已累计达64项（含 签约、规划、在建和建成项目），潜在产能合计达994万吨/年。 SAF潜在产能主要集中在广东、江苏、河南、四川 ...

Core Insights - The rapid growth of the electric vehicle (EV) industry has led to an explosive increase in charging stations, with charging modules being a critical component of this infrastructure [1] - Shenzhen Youyou Green Energy Co., Ltd. (Youyou Green Energy) has officially listed on the Shenzhen Stock Exchange's ChiNext, potentially leading to a revaluation of its market value as a leading supplier of charging modules in China [1] Group 1: Technology and Market Position - Youyou Green Energy focuses on the research and production of core components for DC charging equipment, offering charging modules with power levels ranging from 15kW to 40kW, which are used in DC charging stations [2] - The company adheres to a "high power, high efficiency, high reliability" technology strategy, achieving a conversion efficiency of 96% for its 40kW charging module and a power density of 60W/in³, positioning itself as a leader in the industry [2] - As of December 31, 2023, Youyou Green Energy holds a 10.58% market share in the domestic charging module market, collaborating with major clients such as Wanbang Digital and NIO, creating a dual-driven cycle of "technology-market" [2] Group 2: Financial Performance and Growth - Financial data indicates that Youyou Green Energy's revenue is projected to grow from 988 million yuan in 2022 to 1.497 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 23.12% [3] - Although net profit is expected to slightly decline to 256 million yuan in 2024 due to fluctuations in overseas markets, the company has accumulated over 700 million yuan in net profit over three years, demonstrating stable profitability [3] - The company has seen a significant increase in domestic sales, which has become the main driver of revenue growth, while adjusting its strategy to maintain resilience against external sales challenges [3] Group 3: Market Outlook and Strategic Initiatives - The global push for carbon neutrality is driving increased demand for electric vehicles and charging stations, indicating a promising outlook for the charging module market [3] - Youyou Green Energy is exploring emerging fields, with its Vehicle-to-Grid (V2G) products already in small-scale application [3] - The company plans to raise funds to establish an automated production base and research center to consolidate its competitive advantages, while also implementing various strategies to mitigate risks [3]