Core Viewpoint - The global shipping industry is focusing on achieving net-zero carbon emissions by 2050, with green methanol emerging as a key fuel choice for decarbonization efforts [1][3]. Group 1: Green Methanol Production - Green methanol is produced from renewable resources such as biomass and urban waste, significantly reducing greenhouse gas emissions compared to traditional fossil fuels [3]. - The production facility of the company in Ordos, Inner Mongolia, has received a carbon footprint verification statement from TüV Süd, making it the first green methanol project to achieve this certification [2][3]. Group 2: Certification and Market Position - The certification helps the company better understand its greenhouse gas emission sources, amounts, and potential risks, allowing for the discovery of more cost-effective emission reduction solutions [5]. - The company has also achieved dual international certifications ISCC EU and ISCC PLUS, reinforcing its position as a leading green methanol producer in Asia [5]. Group 3: Industry Impact and Future Plans - TüV Süd highlighted that the company's green methanol production process meets international carbon reduction standards and has significant low-carbon benefits, setting a benchmark for green methanol development in China and Asia [5]. - The company aims to continue its commitment to green development and deepen cooperation with international organizations like TüV Süd to promote low-carbon transformation in the industry [5].

Group 1: Core Collaboration and Technology - The collaboration between the Victorian government and Xiaokongming Group focuses on resource integration and promoting global energy transition and international education [1] - The core project is the "MingLv" energy-saving heating machine, which has a capacity of only 10% of traditional electric boilers and 20% of air-source heat pumps, achieving over 50% savings in initial construction costs and a thermal efficiency of 99.24% [2] - The MingLv heating machine can reduce carbon emissions by approximately 2,128 tons per unit per heating season, equivalent to planting 100,000 mature trees [2] Group 2: Educational Investment and Development - Xiaokongming Group plans to invest 30% of its sales revenue into the construction of a new university, which will focus on energy engineering, environmental science, artificial intelligence, and other cutting-edge disciplines [3] - The Victorian government will support this initiative by providing research funding incentives, including a 43.5% cash rebate on research expenditures [3] Group 3: Market Expansion and Global Strategy - The global layout of the MingLv heating machine is already underway, with plans to enter markets in Australia, New Zealand, and eventually Europe and North America [3] - The collaboration is seen as a model for how Chinese solutions can meet international demands, particularly in the context of the Belt and Road Initiative [4] Group 4: Future Outlook and Economic Impact - The project is expected to generate an annual output value of 3 billion AUD and reduce carbon emissions by over 31.92 million tons, contributing significantly to global climate governance [5] - This partnership represents a key step in Xiaokongming Group's globalization strategy, potentially establishing a new paradigm for Chinese enterprises going abroad through a "technology + education" dual-driven model [5]

5月中旬，中美关税博弈终于取得阶段性进展，关税战大降温：美方取消了对中方共计91%的加征关税，中方相应取消了91%的反 制关税。 市场在狂热与恐慌间反复摇摆，新一轮大博弈周期已经拉开。当巨大的不确定性席卷而来，危机如此近距离地影响着每一个个人 的命运，我们应该何去何从？答案或许藏在历史里。 近日，中信书院邀请到美国著名经济史学家、《伟大的博弈》作者约翰·S.戈登、北京大学光华管理学院院长刘俏，围绕当前最受 关注的时代议题展开了一场深度金融对话。 这场跨越时空的思想对话中，戈登和刘俏院长不仅探讨了当下最值得关注的议题：特朗普的真实意图到底是什么？关税战的终局 会是怎样？普通投资者的权益该如何得到保护？他们也再次解读了《伟大的博弈》的核心启示，以及从华尔街三百年的兴衰历史 中，我们能吸取哪些跨周期的治理经验。 这场对话，不仅关乎金融市场，更关乎百年不变的人性。 下面是本场对话的内容精编： 01 每隔20年，人类就会忘记上一次泡沫的教训 主持人：近期美国股市的动荡、特朗普政府的关税政策与经济衰退风险的加剧，引发了市场对牛市结束与熊市到来的担忧。我们 应该如何理性看待当前的市场过渡期？从1825年的华尔街运河股泡沫， ...

2025 年 5 月 22 日 行业研究 事件： 2025 年 4 月电力设备出口数据发布。 逆变器：同环比高增，景气度上行。 总量层面：2025 年 4 月逆变器出口金额 8.1 亿美元，同比+17%，环比+28%。 结构层面：非洲同比增速较快，欧洲环比大幅改善。分大洲来看，我国逆变器 4 月出口至不同地区的规模：1）欧洲为 3.7 亿美元，同比+24%，环比+48%；2） 亚洲为 2.6 亿美元，同比+17%，环比+15%；3）非洲为 0.7 亿美元，同比+110%， 环比+38%。 变压器：4 月出口维持高增，1-4 月出口亚洲、欧洲、北美和南美同比增速较快。 2025 年 4 月电力设备、组件、电池出口数据分析 2025 年 1-4 月，总出口金额 170.8 亿元，同比+38%；4 月出口 45.8 亿元，同 比+34%，环比+9%。1-4 月大中小三种类型变压器出口金额分别为 65.5、65.7、 39.6 亿元，同比增速分别为+52%、+50%、+9%。 ——碳中和领域动态追踪（一百五十八） 2025 年 1-4 月，大中型变压器（电力电网级）出口金额合计 131.2 亿元，同比 +51%；4 ...

"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 5月21日， 由 大兴国际氢能示范区、势银（ TrendBank）主办，探索 "氢能+"，打开氢能应 用新思路为主题 的 "氢能+"产业新生态研讨会 在北京大兴国际氢能示范区 1号楼国际氢能交 流中心氢之舞成功召开。 会议现场 添加文末微信，加 绿氢 群 ▼ 左右滑动查看更多 刘华东： 当前，示范区全力打造"标杆氢区、绿色氢区、全球氢区"。构建以加氢示范站、国际 氢能交流中心、科技园区为载体，产业基金、企业联盟、专项政策、试验基地为支撑 的"3+N"氢能产业生态体系。 雷浩： 风冷燃料电池有着众多应用场景，凭借 能量 密度高、续航长、重量轻、补能快 ，以及 规模量产后 成本下降 快等优势，可以应用到 工业无人机、两轮车、移动电源、军工、小型游 船、 UPS 、无人快递车、机器人、 AGV 等众多场景。 李明： 我国城市轨道交通行业已经进入高质量运营的新发展阶段 ...

沪铝早报- 交易咨询业务资格：证监许可【2012】1091号 大越期货投资咨询部 ：祝森林 从业资格证号：F3023048 投资咨询证号：Z0013626 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 每日观点 铝: 1、基本面：碳中和控制产能扩张，下游需求不强劲，房地产延续疲软，宏观短期情绪多变；中性。 2、基差：现货20310，基差120，升水期货，偏多。 3、库存：上期所铝库存较上周减13585吨至156080吨；中性。 4、盘面：收盘价收于20均线上，20均线向上运行；偏多。 5、主力持仓：主力净持仓空，空增；偏空。 6、预期：碳中和催发铝行业变革，长期利多铝价，中美关税传来利好，铝偏强运行。 近期利多利空分析 利多： 利空： 逻辑： 每日汇总 | 现货 昨日现货 | 地方 地方 上海 昨日上 | 中间价 中间价 70770 | 涨跌 涨跌 -375 | 库存 | 类型 类型 仓单 仓单 | 总量（吨） 总量（吨） 70798 ...

内容概况：2021年以前，由于技术发展不成熟，国内BIPV项目较少，多为示范性或标志性光伏建筑项 目；BAPV才是分布式光伏的主流。2021年以来，BIPV行业得到国家高度重视，国家先后出台《"十四 五"建筑节能与绿色建筑发展规划》《加快推动建筑领域节能降碳工作方案》和《关于加快新型建筑工 业化发展的若干意见》等一系列文件，明确了我国"十四五"及未来BIPV行业发展的目标和路径，将 BIPV提升到了"碳达峰、碳中和"的战略高度。"整县推进"政策激活了BIPV市场，资本市场因此掀起了 一波BIPV投资热潮，推动我国BIPV装机容量快速增长。数据显示，2024年中国BIPV新增安装量约为 11140MW；累计安装量约为28129MW。大力发展BIPV，是发展绿色建筑、有效降低建筑能耗、践行绿 色低碳生活最有效的方式之一。 相关上市企业：精工钢构（600496）、东南网架（002135）、森特股份（603098）、方大集团 （000055）、江河集团（601886）、海南发展（002163）、ST瑞和（002620）、龙元建设 （600491）、隆基绿能（601012）、晶科能源（688223）、天合光能（6885 ...

Group 1 - Mayer Holdings (01116) is collaborating with multiple institutions, including universities, to develop and apply PCM-related technologies, conducting experimental research to expand the application range of these technologies [1] - The company has signed technical consulting contracts with the Ministry of Agriculture and Rural Affairs for one year and three years, respectively, to provide guidance on the application of PCM technology in China's agricultural sector [1][2] - The Ministry of Agriculture and Rural Affairs plays a crucial role in promoting agricultural modernization and rural development, providing technical support and consulting services for agricultural infrastructure projects [1][2] Group 2 - Under the consulting contracts, the Ministry will assist the company in constructing a "carbon-neutral" digital agricultural industrial park, obtaining relevant data and policies, and applying for government funds [2] - The Ministry will also support the company in conducting experiments and trials for PCM technology applications, collecting data, and promoting the technology's application in facilities agriculture and cold storage chains [2] - The board of directors is optimistic about the prospects of the PCM business and aims to explore new collaboration opportunities to create further value for the company [2]

Core Viewpoint - The 2025 Energy Power Transformation International Forum highlighted the achievement of the Beijing Urban Sub-center Green Heart Park in obtaining carbon neutrality certification, marking a significant milestone in China's power industry towards net-zero emissions [1][5]. Group 1: Event Overview - The forum was co-hosted by the State Grid Corporation of China, IRENA, WEC, and WEF, focusing on urban grid zero-carbon development [1]. - The event featured over 170 representatives from global energy sectors, including experts and leaders, discussing innovative urban grid development and carbon neutrality mechanisms [5]. Group 2: Key Achievements - The Beijing Urban Sub-center Green Heart Park received the first carbon neutrality certification in the domestic power sector since the release of the ISO 14068 standard, emphasizing its high credibility [1]. - The project integrates 100% green electricity supply, geothermal heat pumps, and fully electrified park vehicles, showcasing a model for zero-carbon development [1]. Group 3: Expert Contributions - Keynote speeches included a presentation by the Chairman of the China Electrotechnical Society on a "four-in-one" carbon footprint management system, providing a Chinese perspective on global carbon governance [6]. - The Chief Engineer of State Grid Beijing Electric Power shared insights on building a new power system to support the capital's green and low-carbon transition, offering replicable technical solutions for large urban energy transformations [6].

新网银行自成立以来长期深耕数字普惠金融，依托领先的金融 科技能力、稳健的大数据风控技术和高效的互联网开放平台运 营模式，服务小微群体，支持实体民营经济。 封图：图片资料室 在擘画中国式现代化的壮阔征程上，民营经济如同奔涌的江河，以 持续 动能推动着国民经济 这 艘 巨轮破浪前行。民营经济贡献了 50％以上的税收，60％以上的国内生产总值，70％以上的技 术创新成果，80％以上的城镇劳动就业，90％以上的企业数量。 在这幅宏伟蓝图中，作为 新一代 数字原生银行，新网银行自成立以来 长期 深耕数字普惠金融， 坚持 "两个只做"——只做依靠技术能够管控风险的业务、只做主流银行不能充分服务的客群。数 字信贷的清流浸润田间地头，让乡村振兴的沃土绽放科技之花，构建的智能金融网络如毛细血管般 深入实体肌理，让融资高山化作通途。这不仅是一场金融服务的跃迁，也是对"五篇大文章"的铿 锵作答。 解码民营经济金融基因：数字技术重塑普惠生态图谱 小微企业恰似繁星点点的毛细血管，既编织着国计民生的经纬网，更托举着千万家庭的烟火人间。 这些经济末梢的微光，凝聚成社会经济的神经网络。但长期以来，中小微客群普遍存在信用信息和 风险数据不足问 ...