四川盆地的钻井工人一铲子下去，挖出的不是火锅底料，而是能点亮半个中国的"蓝金"——2024年四川省天然气产量飙到656.6亿立方米，相当于给全国每 户人家烧火做饭连用三年。这个数字把新疆422.7亿、陕西359.2亿的成绩单甩开两个身位，硬是在"西气东输"的版图上画出了个醒目的惊叹号。今天咱们就 扒开川渝大地，看看这片麻辣土地如何炼成中国天然气界的"扛把子"。 未来的王炸已经握在手里。新疆哈密的储气库群正在啃硬骨头，建成后能存下100亿立方米"战略储备"。陕西延长石油搞的二氧化碳驱煤层气技术，既增产 又赚碳汇钱，每立方米气多挣30块。国家能源局放话2030年消费量要冲6000亿立方米，相当于每年得多挖出个中型气田，逼得行业里流行新说法："打井时 代结束了，现在是吃干榨净的时代。" 回头看看四川的657亿立方米，这数字背后是40万亿立方米资源打底、6000米超深井技术撑腰、全产业链升级助攻的立体战法。当新疆的天然气变成浙江的 化纤、广东的LNG船运往东南亚，当陕西的煤层气点亮上海的东方明珠，这才是中国能源转型的真章——不仅要挖得出气，更要用得好气。下次川渝老乡 烫火锅时飘起的蓝色火苗，或许就是碳中和路上最接地气 ...

Core Viewpoint - The article discusses the investment and development of a new biodegradable materials production facility by Weibo Jie Biological Materials (Zhejiang) Co., Ltd., focusing on the production of ε-caprolactone and polycaprolactone, which are essential for various applications in medical and industrial fields [1][2]. Group 1: Project Overview - The total investment for the ε-caprolactone and polycaprolactone production base project is 1.05 billion yuan, covering an area of 112 acres in Shaoxing City [1]. - The project aims to produce 30,000 tons of ε-caprolactone monomer and a series of polycaprolactone products annually, with a two-phase implementation plan [1][2]. - The first phase will complete all construction and establish a production line of 10,000 tons, while the second phase will add an additional 20,000 tons production line [1]. Group 2: Technical Aspects - The production process utilizes self-developed continuous flow technology, overcoming traditional batch reactor methods to address mass production challenges [1]. - ε-caprolactone is a cyclic ester compound crucial for synthesizing biodegradable polyesters, specifically polycaprolactone (PCL), which has excellent biocompatibility and degradability [1]. - PCL is widely used in medical devices, artificial bones, vascular scaffolds, and various industrial applications such as elastomers, synthetic leather, adhesives, and coatings [1]. Group 3: Market Implications - The facility will also produce 90,000 tons of acetic acid as a byproduct annually, indicating a significant contribution to the chemical industry [1]. - The development aligns with national carbon neutrality goals, focusing on the urgent need for environmentally degradable polymers in strategic emerging industries [2].

"华龙一号"全球首堆——福清核电5号机组位于福建福清核电基地，从2022年8月18日开始运行至今，已累计发电370亿度，连续 安全运行1000天，这意味着中国核电技术不仅实现了从"跟跑"到"领跑"的跨越，还拥有了可持续的运营能力，为全球清洁能源发展贡 献了"中国方案"。中核集团福清核电三厂副厂长朱金刚表示，自"华龙一号"全球首堆福清核电5号机组投入商运以来，始终保持安全 稳定高效运行，在世界核电运营者协会的评价中综合指数达到满分，以优秀的运行业绩充分验证了我国自主三代核电技术的安全性和 先进性。 央视网消息：今年是中国自主三代核电"华龙一号"全球首堆开工建设十周年。十年来，"华龙一号"实现从无到有、从首堆攻坚到 批量超越。5月14日，"华龙一号"全球首堆——中核集团福清核电5号机组实现连续安全稳定运行1000天，持续向社会稳定输送清洁电 力超370亿度，再次验证了"华龙一号"的安全性和先进性。 "华龙一号"全球首堆连续安全运行1000天 "华龙一号"是中国在三十余年核电科研、设计、制造、建设和运行经验的基础上，研发的具有完全自主知识产权的三代压水堆核 电创新成果，技术指标达到国际先进水平。凭借高效可靠的建设周 ...

2025年5月14日，碳中和ETF泰康(560560)盘中震荡，跟踪指数成分股涨跌互现，伟明环保领涨，亿纬锂 能、长江电力等个股跟涨。 截至5月13日，碳中和ETF泰康(560560)近1周累计上涨4.42%。碳中和ETF泰康(560560)最新规模达 6757.18万元，创近1月新高。 国信证券表示，本次中美会谈所达成的协议极大利好电新板块对美出口企业的业务恢复。原来受关税政 策影响较大的环节包括动力电池产业链、光伏逆变器、储能电池、AIDC设备、电网设备、消费锂电、 风电零部件，上述环节有望在5月份以来迎来对美出货的修复和加速。 展望后续，晶科能源负责人认为，当前国内分布式抢装高峰已过，市场报价逐渐趋向理性。长期来看， 无论是AI驱动还是绿色电力需求，光伏长期需求依旧旺盛。部分跨界光伏企业已在逐渐退出市场竞 争，结合行业供给侧改革的指引，光伏行业会逐渐进入从亏损到盈亏平衡、再到逐渐盈利的过程。 国泰海通证券指出，在碳中和大背景下，25年国内需求依然有望保持稳定，该机构预计2025 年国内光 伏装机容量将达到280GW，同比小幅增长。2025 年全球光伏装机需求将有望达到583GW，同比增长 10%，海外新 ...

Industry Outlook - The waste resource utilization industry is undergoing profound transformation and restructuring, driven by the "carbon peak and carbon neutrality" goals and supportive policies [1][2] - The industry is expected to maintain high prosperity and enter a rapid growth phase in the coming years [2] Company Performance - In 2024, the company achieved operating revenue of 947 million yuan, a year-on-year increase of 0.99%, and a net profit of 85.97 million yuan, up 54.99% [13] - In Q1 2025, the company reported operating revenue of 213 million yuan, a year-on-year growth of 32.29% [13] Business Strategy - The company focuses on hazardous waste resource utilization and electronic waste dismantling, forming a comprehensive operational model [3][7] - Plans for 2025 include enhancing the recycling of waste household appliances and electronic waste, improving resource recovery rates, and advancing key technology applications [4][10] Risk Management - The company faces risks such as fluctuations in waste material prices, uncertainties in policy subsidies, and increasing competition in recycling channels [5] - Strategies to mitigate these risks include optimizing customer structure, ensuring stable raw material supply, and enhancing internal cost control [5][9] Digital Transformation - The company is committed to digital transformation, particularly in waste resource recovery and operational management, through the development of the "Little Ant" cloud data platform [6][8] - Future investments will focus on further digitizing business processes to improve operational efficiency and customer service quality [6] Regulatory Environment - The company actively participates in policy formulation and implementation in the waste treatment sector to ensure compliance with the latest environmental regulations [6][8] - The 2025 budget for the special fund for the treatment of waste electrical and electronic products is set at 5 billion yuan [12] Competitive Position - The company holds a leading position in the electronic waste dismantling sector, with its subsidiary dismantling 2.6279 million units in 2024, accounting for 40.02% of the total in Zhejiang Province [11][12] - Core competitive advantages include innovative operational models, qualification advantages, digital capabilities, and a stable recycling channel [7][11]

Group 1: Company Performance and Strategy - The company plans to enhance project management and budget management to improve performance and ensure growth in 2025 [1] - In 2024, the company signed new orders worth 1.06 billion yuan, a decrease compared to the previous year [30] - The company aims to strengthen its market presence in the Middle East and Central Asia while exploring high-potential markets [13] Group 2: Carbon Neutrality and Environmental Initiatives - The company is involved in a carbon capture and utilization project that can reduce CO2 emissions by approximately 180,000 tons annually [2] - The company has launched its first offshore carbon capture project in South China, contributing to its carbon neutrality goals [2] - The company is committed to developing CCUS technology and expanding its applications to enhance its competitive edge in this field [2][9] Group 3: Financial Management and Market Response - The company implemented a share buyback program from April to December 2024 to manage its market value [3] - The company's revenue and net profit showed fluctuations in 2024 due to a decrease in new orders and project delays caused by unforeseen factors [5] - The company maintains a reasonable debt-to-asset ratio within the industry and has plans to ensure stable cash flow [29] Group 4: Technological Advancements and R&D - The company is focusing on smart oilfield and digital twin technologies to optimize production and reduce risks [4] - The company has developed a cloud-based IoT platform to enhance service quality and reduce implementation costs [14] - The company is actively investing in R&D for new materials and intelligent engineering to improve its competitive position [14] Group 5: Governance and Investor Relations - The company emphasizes transparency and compliance with regulations to protect shareholder interests [5] - The management is aware of the stock price and is taking measures to boost investor confidence [3] - The company has established a market management system to enhance investor relations and communication [3]

环保板块 2024 年年报及 2025 年一季报总结：砥砺而上，穿出隧道 照见光 [Table_Industry] 环保工程及服务 [Table_ReportDate] 2025 年 05 月 13 日 证券研究报告 行业研究 [Table_ReportType] 行业深度研究 [Table_StockAndRank] 环保工程及服务 投资评级 看好 上次评级 看好 [Table_Author] 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 郭雪 环保联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 执业编号：S1500524100001 邮 箱：wuboying@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编：100031 [Table_Title] 环保板块 2024 年年报及 2025 年一季报总结： 砥砺而上， ...

证券代码：002459 证券简称：晶澳科技 晶澳太阳能科技股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 √业绩说明会 | | 动类别 | □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） | | 参与单位名称 | 通过网络方式参加公司 2024 年度网上业绩说明会的投资者。 | | 及人员姓名 | | | 时间 | 2025 年 5 月 13 日 | | 地点 | "进门财经"(https://s.comein.cn/vkthyxd9) | | 上市公司接待 | 董事、副总经理 杨爱青 | | 人员姓名 | 财务负责人 李少辉 | | | 董事会秘书 秦世龙 | | | 独立董事 秦晓路 1、公司目前在全球的产能分布情况如何？ | | | 公司生产工厂在国内和海外均有布局，国内主要分布在内蒙古、河北、江苏、安徽、上 | | | 海、浙江和云南，海外生产工厂包括越南北江以及正在筹建的阿曼工厂。截至2024年末公司 | | 投资者关系活 | 组件产能达100GW，硅片与电池产 ...

□媒体采访 □现场参观 □新闻发布会 证券代码：831304 证券简称：迪尔化工 公告编号：2025-022 山东华阳迪尔化工股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 回复：感谢您的关注和提问，公司一季度业绩下滑主要因年产 5 万吨硝酸钾 装置"三化"改造以及主要产品平均销售单价下降所致。公司"三化"改造计划 于 2025 年 6 月 30 日前完成，改造期间将会影响公司硝酸钾产品产销量，进而影 响 2025 年上半年公司整体经营业绩。尽管"三化"改造会对公司短期业绩产生 一定影响，但长远来看，"三化"改造将有助于全面提升装置的生产效率、产品 质量和安全水平，符合公司的经营发展和战略规划。此外，公司所处的基础化工 行业具有较强的周期性，与宏观经济形势密切相关。公司以"硝酸-硝酸盐-熔盐、 硝基水溶肥"全产业链协同发展为战略核心，持续强化硝酸、硝酸钾、硝酸镁等 基础产品竞争优势，同时加速熔盐储能全产业链布局， ...

Revenue and Growth - In 2024, the revenue from kitchen waste treatment reached CNY 462 million, a year-on-year increase of 27.29%, primarily driven by projects in Huzhou, Suzhou, Luoyang, and Bengbu [1] - The revenue from municipal solid waste treatment was CNY 2.296 billion, accounting for 72.3% of total revenue, with an oil extraction rate of 3.84% [4] - The overseas business revenue amounted to CNY 394 million, representing a year-on-year growth of 120% [4] Cost Management and Efficiency - The company's expense ratio decreased by 1.8 percentage points in 2024, attributed to a 19.51% reduction in sales expenses, a 2.43% decrease in management expenses, and a 9.84% decline in financial expenses [1] - The South Taihu Phase V project increased power generation from 350 kWh to a theoretical value of 700 kWh per ton of waste, effectively doubling efficiency [3] Debt and Financial Management - The company has CNY 1.15766 billion of its CNY 1.4 billion convertible bonds remaining unconverted, with over a year until maturity, and is focused on balancing debt management with shareholder interests [2] - A shareholder return plan for 2024-2026 was announced, ensuring a minimum dividend payout ratio of 30% while allowing flexibility based on cash flow and capital expenditure [3] Research and Development - In 2024, the company invested CNY 135 million in R&D, a year-on-year increase of 31.39%, focusing on waste leachate treatment technologies [5] - The proportion of R&D personnel reached 18.7%, with a dedicated team for carbon neutrality technology [4] Accounts Receivable and Client Base - Accounts receivable stood at CNY 1.217 billion, a 10.2% increase from the previous year, with government projects constituting the majority of the client base [4] - The company indicated that the risk of default on government payments is low, as most projects are secured by contractual agreements [4] Patent and Innovation - In 2024, the company obtained 15 new patents, with ongoing research in anaerobic ammonia oxidation technology [5] - The company has not yet developed a "waste incineration carbon emission accounting system" [5]