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 ...

Group 1 - The 15th National Geothermal Conference was held in Beijing with the theme "Geothermal + New Quality Productivity to Assist Carbon Peak and Carbon Neutrality" [1] - Jinmao Green Building showcased its innovative achievements and practical experiences in the geothermal field, winning three industry awards: "Outstanding Brand Product Award," "Outstanding Brand Service Award," and "Outstanding Brand Engineering Award" [1] - The "Wuheng" technology residential solution, centered around ground source heat pumps, received significant attention at the conference [2] Group 2 - The "Wuheng" technology solution aims to create a comfortable living environment by integrating various energy supply technologies, including ground source heat pumps and wastewater source heat pumps [5] - Jinmao Green Building's "Wuheng" system has been successfully applied in over 300 projects across nearly 60 major cities in China, covering more than 10 million square meters [6] - The company emphasizes that a "good house" is not just a physical space but also a carrier of a healthy lifestyle, continuously innovating to meet user needs [6] Group 3 - Jinmao Green Building is positioned as a leading platform for technological research and innovation within China Jinmao, driving upgrades in the construction industry through technological innovation [9] - The company's participation in the geothermal conference not only showcased its innovative practices but also contributed to discussions with experts and industry peers, injecting new momentum into the transformation of living environments under the "dual carbon" goals [9]

Group 1 - China Nuclear International experienced a significant stock surge, rising over 180% at one point, and closing at 4.05 HKD, up 127.5% [1] - China Nuclear International is a member of China National Nuclear Corporation and serves as its only overseas uranium resource operation platform, actively seeking and expanding overseas uranium resource business [1] - The nuclear power sector in A-shares is also performing strongly, with multiple companies reaching their daily price limits and others seeing gains of over 10% [3] Group 2 - U.S. President Trump signed a series of executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling U.S. nuclear power capacity by 2050, setting a new approval timeline for nuclear regulatory commissions [3] - Goldman Sachs reported that the nuclear power sector is entering a golden decade, with the uranium market facing a structural shortage due to aging mines and long production cycles for new projects [3] - The average stock price increase for over 30 nuclear power concept stocks in A-shares is 8.03% year-to-date, with some stocks like Guoguang Electric seeing a rise of 116.29% [3] Group 3 - The controllable nuclear fusion concept sector is active due to recent technological breakthroughs, creating market enthusiasm and attracting significant investment [4] - The Chinese government's dual carbon goals and strong support for clean energy have created a favorable policy environment for the development of controllable nuclear fusion [4] - International research collaboration is advancing, increasing industry interest and investment inflow, contributing to the sector's growth [4]

Core Insights - The photovoltaic industry, despite being seen as a promising sector under the "dual carbon" goals, has faced significant challenges in recent years, entering a downturn due to price wars and other pressures [1] - Tongwei Co., Ltd. reported a revenue of 91.994 billion yuan for 2024, a year-on-year decrease of 33.87%, and a net profit attributable to shareholders of -7.039 billion yuan, a decline of 151.86% [1] - Despite the industry's current difficulties, the chairman of Tongwei remains optimistic about the future, citing strong global photovoltaic installation demand and a belief that the industry will recover [1] Company Performance - Tongwei has invested over 11 billion yuan in research and development over the past three years, with R&D personnel increasing to 5,277 by the end of 2024 [1] - The company has achieved significant results in its 1GW-HJT pilot line [1] - As of the end of Q1, Tongwei's monetary funds were approximately 40 billion yuan, with bank credit exceeding 140 billion yuan, and strategic investments have been introduced to optimize the debt structure [1] Market Strategy - In response to domestic market competition, Tongwei is expanding its overseas business, with sales reaching 9.451 billion yuan in 2024, representing a year-on-year growth of 98.76% [1] - The company has established a presence in over 70 countries and regions [1] - Future profitability is expected to improve due to a better supply-demand balance in the industry [1]

5 月 23 日，在全国精神文明建设表彰大会上，北京朝阳区民营科技企业元气森林股份有限公司荣获第七届 "全国文明单位" 称号。作为国内饮料行业的创新 代表，该企业以企业文化建设为根基、以社会责任担当为底色、以创新发展实践为引擎，为民营企业精神文明建设树立了典范。 近年来，元气森林坚持"健康化、年轻化、国际化"的发展路径，不断加大在产品研发、技术创新、品牌建设等方面的投入力度。元气森林坚持和消费者共创 好产品，持续创新新工艺，-196液氮柠檬技术、绵密气泡工艺、熬煮工艺，既满足消费者对健康的追求，又在口感上实现了突破与创新。同时，元气森林积 极拓展海外市场，通过参加国际展会、开展跨境合作等方式，将中国品牌的文化和理念传播到世界各地。 文化铸魂，构筑企业精神文明基石 成立以来，元气森林将精神文明建设深度融入企业发展脉络，以 "三爱" 文化 ——"一群有爱的人在一个有爱的组织创造有爱的产品" 为核心，构建起兼具人 文关怀与价值引领的企业文化体系。通过创新 "森林有元气" 党建工作法，公司党委将党建与业务深度融合：生产一线，党员骨干组建 "质量先锋岗"，建立 从原料入厂到成品出库的全流程品控体系；研发环节，党员技术团 ...

内蒙古四川商会副会长、俊瑞集团董事长田生军，商会党支部书记兼秘书长蔡东及俊瑞集团高层领导出席敲钟仪式。 田生军表示，此次挂牌是企业发展的重要跨越，既是对过往努力的肯定，更是迈向新征程的起点。自俊瑞集团成立以来，始终以 "双碳" 目标为指引，深 耕绿氢能源全产业链。俊瑞凌迈输氢管道有限公司作为集团核心子公司，注册资本 1 亿人民币，坐落于新疆乌鲁木齐市，专注于输氢管道主业。公司积极 响应政府战略部署，深度融入国家氢能产业规划布局，以 "西氢东输" 管道为骨干，同步推进新疆境内支线网络建设，全力打造贯通东西、覆盖全域的绿 氢输送 "大动脉"。 公司经营范围广泛，涵盖站用加氢及储氢设施销售、储能技术服务等一般项目，以及建设工程施工、燃气经营等许可项目。截至目前，已累计获得 17 项 专利成果，其中包括 5 项软件著作权和 12 项实用新型专利，覆盖管道全流程，极大提升了管理效率与安全性能。 在媒体采访环节，田生军董事长介绍，公司以 "西氢东输、北氢南下、海氢上岸" 为核心路径，深度参与 "全国氢能一张网" 建设。此次挂牌是企业融入 "全国氢能一张网" 的重要起点，公司将借力香港股权交易中心，加速跨区域网络的资本整合 ...

Core Viewpoint - China's photovoltaic industry is experiencing rapid growth, with significant advancements in technology and production capacity, positioning the country as a global leader in renewable energy development [8][16][17]. Industry Overview - China has built the world's largest clean power supply system, with a strong competitive edge in electric vehicles, lithium batteries, and photovoltaic products in international markets [8]. - The photovoltaic industry is expected to continue expanding, with a projected new installed capacity of 277.57 GW in 2024, marking a year-on-year growth of 28.3% [8]. Technological Advancements - The photovoltaic technology has evolved significantly since its inception, with the efficiency of solar cells improving through innovations in materials and manufacturing processes [10][15]. - The transition from lower quality materials to high-purity monocrystalline silicon has enhanced the efficiency and reduced the costs of solar cells [13][14]. Market Dynamics - China's photovoltaic installations have increased dramatically from 0.02 GW in 2007 to 216.3 GW in 2023, reflecting a growth of over 10,000 times [16]. - The country has maintained the world's largest annual installation of solar energy systems for 11 consecutive years, solidifying its status as a photovoltaic powerhouse [16]. Global Impact - China's advancements in photovoltaic technology and production are contributing to global renewable energy goals, aiding in the transition to cleaner energy sources and supporting the achievement of carbon neutrality targets [17].

证券代码：301501 证券简称：恒鑫生活 合肥恒鑫生活科技股份有限公司 投资者关系活动记录表 3、公司对美贸易，目前征收的关税是多少？泰国工厂的投产， 其成本与国内相比，是低还是高？ 尊敬的投资者，您好！关税情况，您可以参照《中美日内瓦经贸 会谈联合声明》相关内容，公司也在时刻关注相关信息；公司泰国生 产基地于 2025 年 4 月份开始投产，目前生产经营正常，目前正处于 产能快速爬坡阶段，短期产能爬坡阶段的固定成本分摊及效率波动可 能造成泰国生产基地的生产成本高于国内生产成本。但随着产能爬 坡、生产效率提升等，逐步释放规模效应。同时，公司通过成本控制、 效能优化、提升智能制造水平等方式降本增效，减少相应的成本压力； 公司始终密切关注原材料市场价格变化趋势，多举措降低原材料对产 品成本的影响。感谢您对公司的关注！ 4、公司除了现有产品之外，是否涉及膜袋生产方面？ 尊敬的投资者，您好！公司暂未考虑膜袋业务领域方面。感谢您 对公司的关注！ 5、公司与其他竞争对手的区别有哪些？ 尊敬的投资者，您好！公司凭借全流程加工生产能力，纸制品和 塑料制品相结合、产品种类丰富，可降解餐饮具生产、研发技术能力， 内外贸相互补充 ...

地处南海要冲的阳江，海域面积位居广东省第二。目前，阳江已建成海上风电并网装机容量600万千 瓦，位居全国第二，占据广东"半壁江山"。此外，阳江基本构建起集资源开发、装备制造、研发设计、 检测认证、运维管理、综合服务于一体的海上风电全产业链体系。 中国工程院院士、中国科学院海洋研究所研究员侯保荣表示，海上风电产业的高质量发展不能仅依赖规 模扩张，更需从材料、结构、运维上突破，构建全生命周期的可靠性保障体系。阳江的实践证明，通过 扎实的技术创新与生态构建，完全能够在复杂海况下实现产业可持续发展。 图为与会嘉宾参观东方电缆。主办方供图 国家能源局新能源和可再生能源司副司长潘慧敏介绍，在"双碳"目标引领下，我国已发展成为全球最大 的海上风电市场。在装机方面，截至今年4月底，我国海上风电累计装机达到4351万千瓦，超过全球海 上风电累计装机的一半。阳江以海上风电为牵引，构建起海上风电全产业链体系，是"经略海洋、向海 图强"的生动实践。 中新网阳江5月25日电 (孙秋霞 费先霞 姚寿高)海陵岛国际风能大会24日在广东阳江开幕，本次大会汇聚 海内外风能领域的专家与行业领袖，围绕海上风电应用与技术创新、绿能产业与零碳经济发展 ...

Core Insights - Bitcoin price surpassed $110,000 in May 2025, equivalent to approximately 800,000 RMB, marking a historical high and raising questions about its value and nature [1][3] Group 1: Bitcoin Fundamentals - Bitcoin was created in 2009 by the pseudonymous Satoshi Nakamoto and operates on a decentralized blockchain technology, which allows for secure and unalterable transaction records [1][3] - The total supply of Bitcoin is capped at 21 million coins, giving it an anti-inflationary characteristic, leading some to refer to it as "digital gold" [1][3] Group 2: Price Surge Drivers - U.S. policy developments, particularly the GENIUS Stablecoin Act, have injected liquidity into the digital currency market, encouraging institutional investment [3] - Companies, including Strategy, have accumulated over $50 billion in Bitcoin, increasing market demand [3] - Rising macroeconomic risks, such as the U.S. debt crisis and geopolitical tensions, have led investors to view Bitcoin as a hedge, decoupling its price movements from traditional assets like gold [3] Group 3: Mining Challenges - Mining Bitcoin requires significant computational power, with a high-end home computer yielding only 0.0018 Bitcoin per day, necessitating 556 days to mine a single coin [5] - The cost of electricity for mining can exceed the value of the Bitcoin mined, making it economically unfeasible for average individuals [6] Group 4: Regulatory Landscape in China - China has banned Bitcoin mining due to its high energy consumption, which contradicts the country's carbon reduction goals [9] - The financial risks associated with Bitcoin's price volatility and its use in illicit activities have led to stringent regulations [9] Group 5: Future Outlook - Predictions for Bitcoin's price by the end of 2025 range from $150,000 to $200,000, but these projections come with significant risks related to policy changes and market competition [11] - The narrative surrounding Bitcoin reflects both a technological revolution and a speculative market, suggesting that for most individuals, the dream of quick wealth is unrealistic [11]