双碳

Search documents
衢州富豪王敏良加码高性能纸,仙鹤股份拟定增募资不超30亿元,提示业绩下滑等风险
Sou Hu Cai Jing· 2025-09-27 03:16
Core Viewpoint - Xianhe Co., Ltd. plans to issue A-shares to raise up to 3 billion yuan for its high-performance paper-based new materials project and to supplement working capital [1][2] Group 1: Fundraising and Investment Details - The company intends to issue no more than 211,792,834 shares to a maximum of 35 specific investors, with total fundraising not exceeding 3 billion yuan [1] - The total investment for the Guangxi Sanjiangkou New Area high-performance paper-based new materials project is 5.404 billion yuan, with 2.1 billion yuan allocated from the raised funds [2][5] - The project aims to achieve an annual production capacity of 600,000 tons of pulp and 700,000 tons of paper, totaling 1.3 million tons [5] Group 2: Market and Industry Context - Xianhe Co., Ltd. has been a leader in the specialty paper industry for over 20 years, benefiting from domestic consumption upgrades and stringent environmental policies [3] - The global focus on plastic pollution and the implementation of "plastic bans" have created significant market opportunities for biodegradable and recyclable paper-based materials [6] - Consumer preferences are shifting towards high-quality, food-safe packaging, driven by rising living standards and new consumption models [6] Group 3: Strategic Objectives of the Fundraising - The fundraising aims to strengthen the company's market leadership and support its strategic development plans amid favorable industry conditions [7] - The funds will help alleviate working capital pressure and optimize the financial structure, enabling the company to meet the funding needs of large-scale projects and technological advancements [8] Group 4: Recent Performance - For the first half of 2025, the company reported a revenue of 5.991 billion yuan, a year-on-year increase of 30.14%, while net profit attributable to shareholders decreased by 13.80% to 474 million yuan [15]
中国气候变化事务特使刘振民莅临佳华科技考察 深度关切“双碳”领域数字化创新实践
Zheng Quan Shi Bao Wang· 2025-09-27 02:33
9月26日,中国气候变化事务特使刘振民一行莅临佳华科技物联网大数据中心考察,对佳华科技在数字 化赋能绿色转型领域的实践成果给予充分肯定。他指出,佳华拥有丰富的行业经验,此次考察切实看到 佳华先进的技术实力与海量的数据储备。当前我国正处于"双碳"战略落实的关键机遇期,希望佳华持续 发挥优势,以AI、区块链、云计算等前沿技术为支撑,为国家设计、构建、运营世界领先的"双碳"技术 平台,进一步发展壮大,在挑战中把握机遇,推动"双碳"目标加速落地。 佳华科技正式推出的绿色低碳企业赋能平台,更成功入选今年国家发展改革委首批全国数据项目,面向 全国数千余政府部门与数万家重点企业提供SAAS化"菜单式"服务,切实降低政企"双碳"管理成本,提 升工作效率,创造碳资产和数据资产的"双重价值"。其彰显的社会责任和高新技术,得到刘振民特使的 高度赞许。 未来,佳华科技将持续践行"绿色发展、数字经济、新质生产力"国家战略,成为数字化绿色化双化协同 创新发展的示范,进一步完善碳监测、碳管理、碳金融、绿色转型全链条解决方案,为气候变化事务这 一国家战略提供更坚实的数字化支撑,为国家"双碳"目标实现贡献更多佳华力量。 国家应对气候变化战略研 ...
城市24小时 | 宁德时代 为何相中“海上风电第一城”?
Mei Ri Jing Ji Xin Wen· 2025-09-26 15:49
Core Viewpoint - The strategic cooperation agreement between Yancheng Municipal Government and CATL aims to promote zero-carbon development and support Yancheng in achieving its dual carbon goals [2][7]. Group 1: Strategic Cooperation - The agreement will enhance resource integration and collaboration between Yancheng and CATL, establishing a new model for zero-carbon development [2]. - Yancheng and CATL will work together to build a "green electricity direct connection + zero-carbon ecosystem," setting a benchmark for zero-carbon industrial cooperation [2]. Group 2: Background and Context - Yancheng has been identified as a key area for green electricity direct connection projects, with three pilot projects, including CATL's, selected [3][4]. - The province of Jiangsu aims to enhance green electricity consumption capabilities through these pilot projects, promoting green and low-carbon development [4]. Group 3: Yancheng's Energy Landscape - Yancheng is the leading city in Jiangsu in terms of power generation, hosting all major state-owned power enterprises and possessing abundant wind and solar energy resources [5]. - As of July this year, Yancheng's installed capacity for renewable energy reached 20.06 million kilowatts, making it the first city in the eastern coastal region to surpass this milestone [5]. - Yancheng's offshore wind power capacity accounts for approximately half of Jiangsu's total, one-eighth of the national total, and seven percent of the global total, solidifying its status as the "offshore wind power capital" [5]. Group 4: Innovative Solutions - To address the instability of renewable energy supply, Yancheng is innovating with "green electricity direct connection" solutions, which involve direct transmission of green energy to industrial parks [6]. - The local government emphasizes the development of zero-carbon parks and green factories to maximize the utilization of green electricity resources [6]. Group 5: CATL's Role - CATL, as a leading company in zero-carbon technology innovation and new energy equipment manufacturing, aims to be a system solution provider and a zero-carbon technology company [7]. - The collaboration with Yancheng is expected to create significant synergies and contribute to broader regional cooperation and national dual carbon goals [7].
倪江波:“双碳”背景下应加快推动农村建筑节能减排工作
Zhong Guo Xin Wen Wang· 2025-09-26 11:29
建筑领域是能源消耗与碳排放的主要领域之一。根据中国建筑节能协会最新发布的《中国城乡建设领域 碳排放研究报告(2024年版)》2022年,建筑运行的能耗为11.9亿吨标准煤,占全国能源消费总量的 22%,而其碳排放为23.1亿吨CO₂,占全国能源相关碳排放总量的21.7%。其中,农村居住建筑的能耗和 碳排放占比为21%。造成这个占比的原因有很多,例如,围护结构热工性能差、用能系统效率低、可再 生能源利用率不足等问题。因此农村居住建筑节能潜力巨大。 倪江波:"双碳"背景下应加快推动农村建筑节能减排工作 农村建筑如何节能降碳,又面临哪些挑战?对中国建筑整体的节能减排,甚至对中国整体的能源转型有 何重要意义?未来又该如何发展?围绕上述问题,中国新闻网采访了中国建筑节能协会会长倪江波。他 指出,建筑节能降碳是实现"双碳"目标的重要举措,在快速推进城镇节能建筑建设的同时,不断推动农 村建筑的节能减排工作也是重中之重。 中国建筑节能协会会长倪江波(受访者供图) 专访实录摘要如下: 倪江波: 推动建筑领域节能降碳是实现中国碳达峰碳中和目标的重要举措,而推动超低能耗、近零能耗建筑发展 又是其中的一项重要任务。 根据《近零能耗建 ...
集中获利了结!下周,警惕一个风险
Sou Hu Cai Jing· 2025-09-26 11:18
今日A股与港股市场同步承压下行,科技成长板块集体回调成为主要拖累,市场呈现"防御性配置升 温、高估值赛道退潮"的鲜明特征。A股创业板指与港股恒生科技指数分别录得2.6%和2.89%的显著跌 幅,两市成交额呈现"A股缩量、港股放量"的分化格局,反映资金在科技主线退潮后加速调仓,低估值 传统行业与政策受益板块承接部分避险资金。 展望后市,下周市场或延续震荡整固,节前避险效应下,科技板块调整压力仍需释放。建议关注风电、 绿氢等政策确定性强的新能源赛道,以及低估值银行、公用事业板块的防御性机会,同时警惕外部关税 政策对医药、科技出海企业的冲击。 主要指数表现 A股市场大小盘分化显著,成长风格全面承压。上证指数全天低开震荡,收盘跌0.65%报3828.11点,日 线形成带量阴线;深证成指跌1.76%报13209.00点,创业板指跌2.6%失守3200点整数关口,科创50指数 跌1.6%,半导体与AI算力板块贡献主要抛压。全市场下跌个股3414家,上涨1805家,涨停59家,跌停 24家,主力资金净流出701.87亿元,显示科技龙头股遭遇集中获利了结,而微盘股指数逆势走强凸显资 金避险偏好。 港股市场科技板块抛压尤为剧烈 ...
宁德时代与首汽集团签署战略合作协议
起点锂电· 2025-09-26 10:37
Core Viewpoint - The article highlights the upcoming CINE2025 Solid-State Battery Exhibition and Industry Annual Conference, emphasizing its significance in the solid-state battery sector and the collaboration between CATL and Shouqi Group to promote electric vehicle services and sustainability initiatives [2][3]. Group 1: Event Details - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference is scheduled for November 6-8, 2025, at the Guangzhou Nansha International Convention Center [2]. - The event will feature over 200 exhibitors, 2,000 participating companies, and 20,000 professional attendees [2]. - Concurrent activities include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2]. Group 2: Strategic Collaboration - On September 25, 2025, CATL signed a strategic cooperation agreement with Shouqi Group to advance electric vehicle transformation, after-sales services, battery recycling, and charging infrastructure [3]. - Shouqi Group, as a comprehensive automotive mobility service provider, will utilize CATL as its preferred brand for electric vehicle power batteries [3]. - The partnership aims to enhance consumer choices in new energy mobility services and contribute positively to the development of the new energy industry and green low-carbon travel [3].
联合动力成功登陆深交所!
Quan Jing Wang· 2025-09-26 09:02
国泰海通证券股份有限公司党委书记、董事长朱健先生致辞 苏州市委副书记、市长吴庆文先生致辞 苏州汇川联合动力系统股份有限公司董事长李俊田先生致辞 联合动力董事长李俊田在致辞中回顾了公司九年来的发展历程,强调公司多次承担和参与国家重点研发计划和技术重大专项,主导或参与超过20项国家标 准制定,引领行业进行关键技术的攻关突破。他表示,上市是公司发展新起点,未来将以全球化、全产业链发展事业布局新产品、新技术、新工艺,促进 中国新能源汽车高质量发展,为更好地实现全球"双碳"与国家能源安全战略目标而奋斗。 9月25日,苏州汇川联合动力系统股份有限公司(股票简称:联合动力,股票代码:301656)正式在深圳证券交易所创业板挂牌上市。 苏州汇川联合动力系统股份有限公司成立于2016年9月30日,自设立以来持续专注于新能源汽车动力系统的研发、生产、销售及服务,始终致力于成为全 球领先的智能电动汽车部件及解决方案提供商,逐步实现了产品的全平台覆盖、集成化设计、高压化适配、全球化功能。其产品涵盖了电驱系统(电控、 电机、三合一/多合一驱动总成)和电源系统(车载充电机、DC/DC转换器、二合一/三合一电源总成)等动力系统核心部件。 ...
霍尼韦尔余锋:“双碳”五周年,外资应紧抓中国绿色转型机遇
Zhong Guo Jing Ying Bao· 2025-09-26 08:32
余锋指出,过去五年间,中国已成为全球能耗强度下降最快的国家之一。作为深耕中国90年的跨国企 业,霍尼韦尔方面认为,中国市场规模、创新活力与政策支持为外资提供了广阔空间,公司将持续推进 本地创新,助力中国高质量发展,共绘绿色转型新图景。 在"双碳"目标提出五周年之际,霍尼韦尔中国总裁余锋接受《中国经营报》记者专访,深度解读中国减 碳进程与外资企业机遇。 《中国经营报》:2020年9月中国提出"双碳"目标,今年正值五周年。霍尼韦尔如何评价过去五年中国 在减碳领域的进展? 余锋:五年来,中国逐步完善碳减排政策体系,稳步推进产业结构优化升级,推动能源绿色低碳转型, 并大力推进城乡建设绿色发展。"双碳"目标已经成为中国产业革命的澎湃动力和经济高质量发展的核心 引擎,持续推动制造业高端化、能源绿色化、城市可持续化。 产业结构优化升级稳步推进。中国积极塑造经济发展新动能和新优势,发展新质生产力,加快构建绿色 低碳循环经济体系。根据国家发改委7月发布的数据,2024年全国能耗强度同比下降3.8%,"十四五"前 四年累计下降11.6%。这也印证了中国是全球能耗强度下降最快的国家之一。 能源转型成效显著。煤炭消费比重由2020年 ...
宁德时代与首汽集团签署战略合作协议
鑫椤锂电· 2025-09-26 07:11
Core Viewpoint - The strategic cooperation agreement signed between CATL and Shouqi Group aims to promote the electrification of vehicles and enhance services in various sectors, aligning with national carbon neutrality goals [1] Group 1: Strategic Cooperation - CATL and Shouqi Group will collaborate in areas such as passenger transport, car rental, automotive services, and energy supply for vehicles [1] - The partnership focuses on the electric transformation of vehicles, after-sales services, recycling of used batteries, and the layout of charging and swapping facilities [1] Group 2: Industry Impact - Shouqi Group, as a comprehensive automotive mobility service provider, possesses a large vehicle operation scale and diverse service scenarios [1] - CATL has been designated as the preferred brand for new energy power batteries in Shouqi Group's mobility industry, which includes Shouqi Ride-hailing, Shouqi Car Rental, and Shouqi Intelligent Travel [1]
东南网架(002135) - 2025年9月25日投资者关系活动记录表
2025-09-26 07:06
证券代码:002135 证券简称:东南网架 浙江东南网架股份有限公司投资者关系活动记录表 公司将秉承东南特色的"伙伴联盟、产业联盟、品牌联盟、 信誉联盟"四大联盟国际战略,进一步拓展"一带一路"核心区 域业务。抢抓双循环发展机遇,借船出海拓展增量市场,在海外 开拓绿色基建、创新建材、新能源等板块的合作。重点拓展南美、 北美、中东、东南亚等国家,带动建筑、大健康、新能源等产业 一起走出去,提升东南品牌的全球影响力。 (4)人工智能+数智制造,大力推动新型建筑工业化 公司将推进钢结构数字化管理及数字化建造,充分利用数智 化工厂的优势,驱动产业工人熟练运用智能制造设备,以降低生 产成本、提升产品质量、提高管理效率,推动新型建筑工业化。 2、公司钢结构的产能? 公司在浙江、四川、天津、广州等地区设有六大生产基地, 目前钢结构产能在60 万吨左右。预计未来总产能将达到 70 万吨。 此外,公司业务的增长不完全受制于自身的产能产量,部分生产 需求可通过外协解决。 编号:2025-9-25 | | 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 ...