"'十四五'期间，我们积极开展原燃材料替代工作，碳排放强度显著降低，碳排放配额盈余10.04万吨。"金隅冀东水泥璧山公司经理助理兼质量管理部部长李 彬介绍，重庆是我国首批碳排放权交易试点省市之一，公司在重庆市碳交易平台进行碳排放配额交易变现，碳排放配额交易创收372.96万元。 "仅升级改善水泥生产线还不够，我们还提出'水泥+环保'建设理念，拓展水泥产业链，壮大和发展环保产业。"李彬介绍，公司2022年建成水泥窑协同处置 固体废物项目，2024年建成水泥窑资源化利用固体危险废物项目，每年可协同处置一般固体废物及可燃废弃物44.15万吨、危险废物6万吨。 科技日报记者 孙瑜 走进位于重庆的金隅冀东水泥璧山公司，水泥厂区内榕树、芭蕉、竹子等植物生长旺盛，一派绿意盎然。"过段时间，栀子花就开了。"金隅冀东水泥璧山公 司区域党委书记马庆海向记者介绍，"如今的水泥工厂如同'花园式工厂'，生产线与绿植相伴，工作环境大为不同。" 在不少人眼中，水泥行业一直与高能耗、高污染等词汇形影相随。金隅冀东水泥璧山公司却是鸟语花香、绿树成荫。近年来，该公司先后投资3000多万元开 展了窑尾烟气脱硫、烟气脱硝深度治理等一系列环保提升综合 ...

5 月 22 日，主题为 " 拥抱数智时代，携手共同发展 " 的 2025 年全球贸易投资促进峰会在北京举行。会前， 中国丹麦商会会长李曦萌接受记者采访，他表示，欧洲过去对美国过于依赖，应该有更独立的立场和观 点，可以跟中国有更为紧密的交流合作。中青报 · 中青网记者 田嘉硕 / 摄 在全球跨国贸易投资低迷的情况下，2025年全球贸易投资促进峰会的参会人数创下历届之最。"与中国 携手"成为本届峰会的一个核心命题。包括跨国企业负责人、各国商会代表在内的全球工商界人士频频 发声，"中国持续地对外开放，将给我们带来更加光明的未来"。 最近这几周，中国墨西哥商会执行副主席维克多·卡德纳的在华行程被排得很满：不久前，他刚去过西 安、大连参展；前两天，他在北京参会；下个月，他又要去青海，参加一场与投资贸易有关的洽谈会， 墨西哥是这场会议的主宾国…… "这段时间，我见到了很多中国的组织和企业。就在5天前，还有一个来自湖南长沙的企业代表团到墨西 哥城参加展览。"5月22日，卡德纳在由中国贸促会主办的2025年全球贸易投资促进峰会(以下简称"峰 会")上说，越来越多墨西哥企业到中国发展，建立分支机构，同时中国企业也在增加他们在 ...

势银（TrendBank）整理发现，目前出台的氢能车辆高速减免政策呈现几个特点： "宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 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 据势银（TrendBank）统计，2024年至今，已有 山东省、吉林省、陕西省、四川省、湖北 省、青海省、河南省、辽宁省、山西省、鄂尔多斯市、吕梁市、包头市 等 9省3市 明确推出了 氢能车辆高速通行减免政策。 | | | 《鄂尔多斯市交通运输局关于印发氢能源车辆奖补通行费实施方案的 通知》:对氢能源车辆通行费进行全额奖补,对在鄂尔多斯市境内行 | | --- | --- | --- | | 鄂尔多斯市 | 2024年5月 | 驶通过收费站的氢能车辆,在收取收费金额后,次月审核后返还全部 | | | | 通行费,奖补时间为2024年6月1日起至2026年6月1日止 ...

Core Insights - Hydrogen transportation is rapidly developing in China, with over ten operational routes exceeding 500 kilometers, notably the 700-kilometer route connecting Luliang Xiaoyi and Tianjin Port [1][2] - The Luliang Xiaoyi to Tianjin Port route is the first long-distance commercial zero-carbon logistics corridor in China, utilizing hydrogen-powered heavy trucks that emit only water during operation [1][2] - The transition from coal-based economy to hydrogen energy in Luliang is crucial for achieving a green transformation, as the region has significant coal resources [1][2] Industry Developments - The performance of hydrogen heavy trucks has significantly improved, with the range increasing from 350 kilometers to 650 kilometers, while purchase costs have decreased, facilitating large-scale adoption [2] - The establishment of a hydrogen refueling station network is essential for operational efficiency, exemplified by the North Yao Hydrogen Comprehensive Energy Island, which can supply 8,000 kilograms of hydrogen daily [2] - The current logistics primarily transport coal, replacing high-pollution fuel trucks, and future operations will incorporate advanced monitoring technologies to enhance efficiency and reduce costs [2] Competitive Landscape - China has surpassed Germany in the hydrogen transportation sector due to its large market, industrial integration capabilities, and favorable policies, despite Germany's technological advantages [2] - The competition between China and Germany in the hydrogen sector is expected to accelerate the global energy transition process [2]

Core Viewpoint - Inner Mongolia Autonomous Region is implementing a comprehensive conservation strategy to promote resource-saving and circular economy development, with an emphasis on optimizing resource utilization efficiency and establishing a waste recycling system [1]. Group 1: Waste Utilization and Circular Economy Initiatives - Inner Mongolia Xinlianxin Biotechnology Co., Ltd. processes corn cobs into main product furfural, used in resin manufacturing and food additives, achieving zero waste emissions and reducing CO2 emissions by 180,000 tons annually [2][3]. - The Baotou-based project utilizes aerospace pyrolysis technology to treat agricultural waste and urban garbage, achieving a resource recovery rate of over 85% and reducing CO2 emissions by more than 50,000 tons annually [3]. - The region has a straw collection capacity of approximately 43.63 million tons, with a utilization rate of 91.8%, surpassing the national average, contributing to alleviating feed shortages [4]. Group 2: Industrial Waste Recycling - Inner Mongolia Yuhua New Technology Materials Co., Ltd. transforms industrial waste like fly ash and coal gangue into valuable products, with an annual output of about 15,000 tons and an expected revenue exceeding 50 million yuan [5]. - The company is collaborating with experts to develop technology for recycling waste ceramics, currently in the pilot testing phase [6]. - The Inner Mongolia Jinghui New Materials Co., Ltd. project aims to process 130,000 tons of silicon-containing waste annually, achieving a resource utilization rate of 90% [6]. Group 3: Policy and System Improvements - Inner Mongolia has established a comprehensive policy framework, including the "14th Five-Year" energy-saving plan, to ensure energy consumption intensity meets standards and promote green transformation in high-energy-consuming industries [7]. - The region has approved 36 park circular transformation projects, significantly enhancing resource utilization efficiency, with comprehensive utilization rates for agricultural waste reaching 91.8% and 82.5% for livestock manure [7]. - The agricultural sector aims to maintain a straw utilization rate of over 90% and promote the recycling of agricultural films, targeting an 85% recovery rate in key areas [8].

"去年他第一次跟我拆断路器，拿扳手的手都是抖的。"师傅刘根红站在安全围栏外，目光始终盯着司鑫威的动 作，"现在能自己画流程图、查隐患，这才叫'出师'。"为了这一天，司鑫威在实训室模拟平台上训练了上百次，用废旧断 路器练习接线，一遍又一遍默画二次回路图及设备内部结构。作业当天，当他发现新断路器底座与支架存在2毫米水平偏 差时，立即提出"加垫片校准"，避免了后续合闸卡顿的隐患，这正是师傅曾强调的"设备安装'三查'要点"。 正午时分，地表温度突破45°C，司鑫威的工装已被汗水浸透，后背结出大片盐霜。在吊装新断路器的关键环节，他 站在临时搭建的绝缘梯上，仰头配合吊车指挥人员督促司机师傅将吊臂左移10厘米，确保吊车作业的安全距离。直至300 公斤重的设备平稳落座，司鑫威长松一口气。停电作业时间越短，用户用电影响越小，他转身开始核对接线端子编号。 下午3点，当最后一组二次回路电阻测试合格，现场响起同事们的掌声，这意味着司鑫威全程零失误完成了"出师校考"。 5月20日，35千伏北关变电站内热浪蒸腾，尽管已提前停电，但41°C的高温仍让设备区地面烫手。国网霍州市供电公 司太行黎明共产党员服务队队员刘根红和青年突击队队员司鑫威 ...

在庆阳这片充满活力的热土上，科技创新与产业升级的乐章正激昂奏响。5月20日，国网庆阳供电公司秉持"电力先行"理 念，聚焦三C精密仪器加工产业用电需求，以精准供电服务，为庆城三C精密仪器产业园这一重点招商引资项目注入强劲电动 力，助力企业高效生产与技术创新。 三C精密仪器加工是指针对计算机、通信和消费电子产品领域，对其核心精密零部件及组件进行高精度加工制造的工艺过 程。具体涵盖手机的摄像头支架、按键、卡托，电脑的外壳与内部结构件，耳机的外壳及喇叭组件，相机的镜头支架、快门组 件等外观与功能部件；同时也包括各类电子产品中的电子元器件、电子连接器等关键电子部件。由于3C精密仪器加工对加工 精度、产品一致性要求极高，任何电力波动都可能导致加工设备运行异常、产品良品率下降，因此生产过程对电力稳定性、可 靠性有着极为严苛的要求。国网庆阳供电公司主动对接政府招商引资规划，在项目筹备阶段便组建专项服务团队，深入产业园 开展电力需求调研。结合园区内高精度数控机床、半导体封装设备、自动化检测线等用电特性，量身定制电网建设方案。新建 10千伏线路、新增配变，优化园区电网架构，推广智能配电系统，实现负荷实时监测与动态调控，确保将电压 ...

Group 1 - The company has established a joint venture with Beijing Huailai Data Center Enterprise to recover waste heat from data centers, aiming to provide heating for local residents and support energy-efficient agricultural practices [1] - The joint venture has achieved significant breakthroughs in carbon reduction research and has pioneered AI-powered waste heat recovery technology, filling a gap in China's waste heat recovery technology [1] - The registered capital of the joint venture is RMB 5 million, with Guangzhou Meiya contributing RMB 3.3 million (66% ownership) and Huailai Enterprise contributing RMB 1.7 million (34% ownership) [1] Group 2 - The company’s waste heat recovery technology has garnered national attention, with multiple provincial governments conducting research at the Huailai Data Center and recognizing the importance of this technology [2] - There is an urgent need to address environmental issues, particularly the cooling and heating challenges faced by the eight major data centers in China [2] - The company's research outcomes are expected to help save significant energy and reduce heating and carbon emission costs, thereby transforming traditional energy usage patterns [1]

Core Viewpoint - CATL's successful listing on the Hong Kong Stock Exchange marks a significant milestone in its global strategy and is interpreted as a strong comeback in the new energy sector [1][9]. Group 1: IPO Details - CATL's IPO raised a total of HKD 356.6 billion (approximately USD 45.7 billion), making it the largest IPO in Hong Kong in nearly four years and potentially the top global IPO in 2025 [3]. - The share price was set at HKD 263, with an opening price of HKD 296, reflecting a 12.55% increase on the first day, and closing at a 16.43% gain [3]. - The offering attracted significant institutional participation, with cornerstone investors including Sinopec and KIA, each investing USD 500 million, representing 12.5% of the total [3][4]. Group 2: Strategic Importance - The dual listing (A+H shares) enhances CATL's international profile and shareholder diversity, which is crucial for its global business ambitions [3][4]. - The company plans to allocate 90% of the raised funds to the construction of its projects in Hungary, emphasizing the growing demand for battery and energy storage solutions in Europe [4][5]. Group 3: Production Capacity and Market Position - The Hungarian factory will have a planned battery capacity of 100 GWh, with an estimated total investment of up to EUR 7.3 billion, and is expected to supply major European automakers [5][6]. - CATL's product range includes various battery types, catering to different energy density needs and applications across multiple sectors, including electric vehicles and commercial applications [7][8]. - In 2024, CATL reported revenues of CNY 362 billion and a net profit of CNY 50.7 billion, with a 15% year-on-year growth, and achieved a global market share of 38.3% in the first quarter of 2025 [8]. Group 4: Future Outlook - The successful listing is expected to encourage more Chinese companies to consider Hong Kong as a platform for international financing, further solidifying Hong Kong's status as a global financial center [9]. - CATL's founder emphasized the company's commitment to innovation and its role in driving global energy transformation, contributing to China's carbon neutrality goals [9].

甘肃工程咨询集团股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动类别 | □分析师会议 | □特定对象调研 | | --- | --- | --- | | | □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） | | | 活动参与人员 | 董事长：张佩峰；独立董事：惠全红；财务总监：赵登峰； | | | | 董事会秘书：柳雷 | | | 时间 | 2025 年 5 月 26 日 | | | 地点 | 公司会议室 | | | 形式 | 网上业绩说明会 | | | | 问题一：张董事长您好！作为公司小股东，我有两个问题 | | | | 想请问张总。一是请问贵司作为甘肃省属国企上市公司， | | | | 对于公司目前的市值和股票价格是否满意？在目前国家 | | | | LPR 普遍下行且大力提倡回购贷的情况下，今后是否会有 | | | | 注销回购或激励等工作打算？二是公司如何看待国家最 | | | | 新的上市公司并购工作松绑审核信号，作为省属国企，针 | | | | 对目前基建、设计等 ...