双碳战略
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质量引领 中车齐车创新发展
Xin Lang Cai Jing· 2026-02-05 22:21
转自:黑龙江日报 (来源:黑龙江日报) 在追求高质量发展的同时,该公司积极履行社会责任,深入践行国家"双碳"战略,持续实施清洁生产、 节能降耗、环保治理与低碳发展项目,致力于实现用地集约化、原料无害化、生产洁净化、废物资源 化、能源低碳化的绿色制造目标,坚定走生态优先、绿色发展之路。深入参与和承担了"轨道交通货运 快速化关键技术应用研究""重载铁路货车"等一系列国家重大科技项目和关键技术攻关任务,为国家重 大需求、行业技术进步及经济发展提供了有力支撑。 □刘廷禄 本报记者 孙昊 此次获奖,标志着中车齐车公司在追求卓越质量的道路上迈出重要一步。他们将以此为契机,继续以质 量引领创新,以创新推动发展,为服务"质量强国""交通强国"战略,推动轨道交通行业高质量发展贡献 更大力量。 作为我国铁路货车、铁路起重机的设计主导单位、制造领军企业和产品出口基地,该公司始终坚持"国 际化、多元化、高端化、数字化、绿色化"的发展思路,系统构建并深入实施以全面塑造质量意识为首 要任务,以ISO 22163、"中车Q"为管理框架基准,以"质量指标+管理标准+检验监察+认证认可"为管理 核心内容,以"体制+机制"构建为保障措施,以质量 ...
普洛斯中国CEO赵明琪:向纵深发力 以新基建赋能中国经济高质量发展
Zhong Guo Zheng Quan Bao· 2026-02-05 20:27
● 本报记者 黄一灵 作为深耕中国市场二十余载的新经济基础设施龙头企业,普洛斯中国深度受益于中国经济高速发展,更 是亲历见证,并且植根其中的中坚力量之一。"普洛斯中国的成长壮大,始终与中国改革开放的时代浪 潮同频共振,与中国经济的持续发展共生共荣。"日前,普洛斯中国首席执行官(CEO)赵明琪在接受 中国证券报记者专访时如是感慨。 2026年是"十五五"规划开局之年。赵明琪表示,公司将坚守"全球视野、深耕中国"的核心理念,以新基 建为核心载体,凭借纵深的产业参与度与精准的价值输出能力,持续为中国经济高质量发展赋能增效。 应势而为 深耕中国二十余载 21世纪之初,全球化的浪潮席卷而来,中国加入WTO后以开放姿态拥抱世界,为全球资本搭建起逐梦 东方的广阔舞台。 彼时,普洛斯创始团队毅然锚定中国市场,成为最早布局中国物流基础设施领域的国际先行者之 一。"不止我们,当时所有国际企业都在谋划进入中国市场。毫无疑问,这是一个前景广阔、蕴藏无限 机遇的市场。而且市场方兴未艾,我们可以把国际最高标准带进来,给行业一个高水准,一个加速度, 给经济发展带来乘数效应,这也是我们的初心。"赵明琪直言。 谈及为何首选物流仓储行业切入中国 ...
中国电气董事长李洪凤与重庆大学党委书记、中国工程院院士王树新会谈
Sou Hu Cai Jing· 2026-02-05 18:46
2月4日,中国电气装备党委书记、董事长李洪凤在渝与重庆大学党委书记、中国工程院院士王树新,就深化人才培养和产学研合作进行会谈交流。重庆大 学副校长李剑,集团公司党委常委、副总经理张旭升参加会谈。 来源:市场资讯 (来源:电能革新) 李洪凤对重庆大学长期以来的支持与帮助表示感谢。他表示,重庆大学紧密围绕国家"双碳"战略目标,面向能源发展和新型电力系统建设需要,以重大科 技任务为牵引,创新科研合作和产学研融通,为国家重大工程和新一代能源电力系统建设提供了重要基础理论和关键技术支撑。期望双方进一步深化合 作,共同建好用好输变电装备技术全国重点实验室,在基础理论研究、关键组部件攻关、绿色环保高端装备研制等方面加强协作,推动科技创新与产业创 新深度融合,为服务成渝双城经济圈、西部陆海新通道和国家经济社会高质量发展作出更大贡献。 王树新对中国电气装备近年来取得的发展成就表示祝贺,并介绍了重庆大学的发展情况。他表示,重庆大学优势学科与中国电气装备产业布局契合度高, 双方在人才培养、科技研发等方面联系紧密,合作成效显著。希望双方以全国重点实验室为依托,在机构设置与管理模式等方面推进改革创新,共同探索 卓越工程师后备人才联合培 ...
国恩股份(002768):深化“一体两翼”布局 业绩或进入放量期
Ge Long Hui· 2026-02-05 17:26
Group 1 - The company has submitted an application for issuing H shares to the Hong Kong Stock Exchange, with the relevant filing materials accepted by the China Securities Regulatory Commission [1] - In the large chemical sector, the company aims to enhance its profitability by extending its upstream and downstream industrial chain, including several strategic investment projects in polystyrene production [1] - The company plans to actively promote the recovery of production capacity at Guoen Chemical (Dongming) and integrate internal resources to establish a complete vertical industrial chain from monomers to end products [1] Group 2 - In the health sector, the company is focusing on the "collagen+" strategy, with its subsidiary Dongbao Biological leading in the collagen field and expanding its hollow capsule production capacity [2] - Dongbao Biological has an annual production capacity of 13,500 tons of gelatin, while Yiqing Biological has a capacity of 39 billion hollow capsules, which is expected to increase significantly after the completion of its new production project [2] - The company anticipates a significant increase in performance due to the expansion of hollow capsule production capacity, entering a growth phase [2] Group 3 - The company expects to achieve net profits of 742 million, 947 million, and 1.095 billion yuan from 2025 to 2027, with corresponding price-to-earnings ratios of 12.57X, 9.84X, and 8.52X, respectively [2]
20台氢燃料环卫车批量交付房山
Xin Lang Cai Jing· 2026-02-05 12:18
Core Insights - Dechuan Environment and Yingfeng Environment have successfully delivered 20 units of 31-ton hydrogen fuel sanitation vehicles in Fangshan, Beijing, marking a significant step in their collaboration on new energy sanitation equipment and the first large-scale deployment of hydrogen fuel chassis sanitation vehicles in the region [1][6] Group 1: Vehicle Specifications and Performance - The vehicles are equipped with a Shaanxi Automobile Dechuan 31-ton hydrogen fuel-specific sanitation chassis and a high-performance hydrogen fuel cell system, "Hydrogen Quality Hydrogen Separation," with a power output of 150 kW, providing three core advantages: heavy-load adaptability, efficient refueling, and long-range capability [3][8] - Refueling efficiency has seen a revolutionary breakthrough, with hydrogen refueling taking only 10 minutes to achieve full power, covering cross-regional transfer scenarios and eliminating range anxiety associated with pure electric vehicles [3][8] - The actual operational range exceeds 400 kilometers, with operational time improved by over 70% compared to pure electric models, significantly reducing vehicle idle time and enhancing garbage transfer efficiency [3][8] Group 2: Environmental Impact and Strategic Alignment - The vehicles emit only clean water vapor during operation, effectively eliminating exhaust pollution and aligning perfectly with Fangshan District's "dual carbon" strategy for green transformation in sanitation [3][8] - The design of the vehicles, featuring a detachable cargo compartment and heavy-load performance, caters to both urban core garbage collection and long-distance transfer operations, providing an integrated solution that is efficient, environmentally friendly, and reliable [3][8] - This delivery aligns with Fangshan District's hydrogen energy industry development plan and leverages the region's comprehensive hydrogen energy infrastructure to support green development policies [4][9]
央行2026年信贷市场工作的五大重点
Sou Hu Cai Jing· 2026-02-05 05:07
复盘2025:成效奠定基础,形势明确方向 要准确把握2026年信贷市场工作重点,必先复盘2025年工作成效——全年信贷工作的扎实推进,为新一年部署奠定了坚实基础,也让2026年的 重点方向更具针对性。会议明确认为,2025年央行扎实推进金融"五篇大文章"、金融支持扩消费、地方政府融资平台债务风险化解等各项工 作,取得积极成效,金融支持实体经济高质量发展质效持续提升。 官方公布的数据清晰印证了这一成效:在金融"五篇大文章"推进方面,截至2025年三季度末,支持"五篇大文章"的结构性货币政策工具余额已 达3.9万亿元,占结构性货币政策工具余额的主体部分;"五篇大文章"相关领域贷款增速均超过10%,明显高于全部贷款平均增速,精准滴灌效 应凸显。其中,科技创新领域表现突出,债券市场"科技板"全年支持超700家主体发行科技创新债券超过1.5万亿元,覆盖全国28个省份,60% 的企业发债期限超3年,民营企业参与度占比超20%。 在地方政府融资平台债务风险化解方面,2025年取得突破性进展,据财政部官方数据,截至2025年6月末,超六成的融资平台实现退出,60% 以上的融资平台隐性债务清零,融资平台改革转型加快。截至202 ...
卡奥斯递表港交所,冲刺“AI+工业互联网第一股”
Ge Long Hui· 2026-02-05 02:04
Core Insights - The launch of the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence" and the "Action Plan for Promoting High-Quality Development of Industrial Internet Platforms (2026-2028)" marks a significant shift in China's industrial internet sector, moving from basic connectivity to data-driven and intelligent decision-making [1] - Kaos IoT Technology Co., Ltd. has submitted its prospectus to the Hong Kong Stock Exchange, aiming to become the first publicly listed company in the "AI + Industrial Internet" space, reflecting a response to the evolving industry landscape [1] Business Structure - Kaos is transitioning from scale expansion to high-quality growth, with notable improvements in profitability and financial structure [2] - The company reported a net loss in 2023 but turned a profit of 65.14 million yuan in 2024, with net profit rising to 176 million yuan in the first nine months of 2025, indicating a significant value reconstruction [2] Revenue Drivers - Revenue is driven by two main engines: data intelligence solutions and IoT solutions, with the former's contribution increasing from 18.3% in 2023 to 29.0% in the first nine months of 2025 [3] - The green manufacturing solutions segment saw a remarkable growth, with revenue in the first nine months of 2025 exceeding 15 times that of the entire year of 2023, aligning with national "dual carbon" strategies [3] Profitability Improvement - The data intelligence solutions segment maintains a gross margin above 35%, indicating a shift towards high-value software, platform, and service areas [4] - The relationship with the controlling shareholder, Haier Group, has provided Kaos with valuable industrial application scenarios, which are crucial for its growth [4] Market Expansion - Revenue from independent third-party clients increased from 27.2% in 2023 to 41.1% in the first nine months of 2025, with over 9,500 paying clients across various industries [5] - Kaos ranks first in the Chinese market for platform-based industrial data intelligence solutions, providing a strong foundation for future expansion [5] Long-term Strategy - Kaos is building three differentiated "moats" to ensure sustainable profitability: platform capabilities for scale and efficiency, integration of industrial models with scenario-based intelligence, and a focused deepening strategy in key industries [6][7][8][9] - The platform's standardization and modularization enhance delivery efficiency and reduce marginal costs, crucial for profitability [7] - The integration of AI with specific industrial processes creates unique customer value, supporting ongoing margin improvements [8] - The company plans to use fundraising for potential investments and acquisitions, allowing for rapid capability enhancement and market entry [9] Conclusion - Kaos's journey towards public listing reflects a pivotal transition in the Chinese industrial internet sector, showcasing improvements in profitability and business structure [11] - The ability to convert technological expertise into scalable and replicable business success will be a key measure of the industrial internet's impact on the real economy [11]
权威发布!解读福建“十五五”规划纲要
Xin Lang Cai Jing· 2026-02-04 12:19
(来源:石狮市金融服务中心) 2月3日上午,福建省人民政府新闻办公室召开擘画"十五五"发展新蓝图,在中国式现代化建设中奋勇争先新闻发布会,介绍《福建省国民经济和社会发展 第十五个五年规划纲要》的有关情况并答记者问。 1月31日 ↓↓↓ 《纲要》提出"十五五"时期我省GDP年均增长5%左右,2030年人均GDP接近或达到中等发达国家水平,确保基本实现社会主义现代化取得决定性进展。 到2035年,在基本实现社会主义现代化中走在前列。 《纲要》系统构建"目标—任务—行动"架构,分15个篇章绘就目标清晰、路径明确的"施工图"。具体包括以下7个方面: 让"家业"更加厚实,"新业"更加繁荣。将构建具有全球竞争力的现代化产业体系,建强先进制造业,建优现代服务业,建稳特色现代农业,建好综 合基础设施。全面实施"人工智能+"行动,以科技创新引领新质生产力发展,以数智化赋能千行百业,全面塑造福建发展新优势。 让改革之路越走越宽,开放之门越开越大。纵深推进新时代民营经济强省战略,加快打造国际一流营商环境;综合整治"内卷式"竞争,让大家从无 效的忙碌中解放出来。积极对接长三角一体化、粤港澳大湾区建设等国家区域重大战略,发挥"海丝"核 ...
能源强国建设“大家谈”丨以集成融合引领新能源高质量发展
Zhong Guo Dian Li Bao· 2026-02-04 09:18
Core Viewpoint - The construction of an energy powerhouse is crucial for national security, economic development, and global governance, with a strong emphasis on the development of renewable energy as a strategic pillar [2][3]. Group 1: Strategic Importance of Renewable Energy - The development of renewable energy is essential for ensuring national energy security and supporting modernization, as China's energy demand continues to grow, and reliance on fossil fuel imports poses risks [2]. - Since the 14th Five-Year Plan, renewable energy has accounted for over 80% of all new power generation installations, with cumulative installed capacity ranking first globally, making it a dominant source of new power [2]. - Large-scale renewable energy development is fundamental to reducing dependence on foreign energy and establishing a self-sufficient energy supply system, providing stable energy support for a large population [2]. Group 2: Economic Growth and High-Quality Development - The renewable energy sector is a key driver for cultivating new growth engines and promoting high-quality economic development, characterized by its green technology and long industrial chain [3]. - The sector creates significant investment opportunities and jobs across various areas, including large wind and solar bases, distributed photovoltaics, and smart microgrids [3]. - New business models are emerging through the integration of renewable energy with digital economies, such as virtual power plants and vehicle-to-grid interactions, shaping a modern industrial system [3]. Group 3: Challenges and Solutions for High-Quality Development - The core challenges in renewable energy development have shifted from grid connection issues to efficient consumption and system support, highlighting the need for improved system integration and optimization capabilities [4]. - A fundamental shift in development philosophy is required, moving from scale expansion to integrated development, including multi-energy integration and breaking down silos in energy production, transmission, consumption, and storage [5]. - The recognition of value must expand from a single dimension to a multi-dimensional perspective, encompassing various benefits such as green electricity, flexible system regulation, and international cooperation [6]. Group 4: Implementation Strategies for Integrated Development - Strengthening planning guidance is essential for building system-friendly renewable energy projects, with clear goals and regional layouts outlined in national energy planning [7]. - Market reforms are necessary to create a power market system that accommodates a high proportion of renewable energy, including the establishment of a multi-tiered market system [7]. - Fostering technological advancements and establishing integrated technical standards are crucial for optimizing multi-energy systems and enhancing smart energy capabilities [7]. Group 5: Pilot Projects and Collaborative Ecosystems - Pilot projects for integrated renewable energy development are being planned in key areas, focusing on replicable and scalable business models [8]. - Collaborative mechanisms between energy and other sectors, such as industry, transportation, and construction, are being developed to promote infrastructure interconnectivity and sharing [9].
“华龙一号”漳州核电3号机组内穹顶吊装成功
Xin Hua Wang· 2026-02-04 08:40
"华龙一号"是中核集团加快实现高水平科技自立自强和落实国家"双碳"战略的重要成果,满足国际 最高安全标准。每台"华龙一号"核电机组每年发电超100亿度,相当于每年减少标准煤消耗312万吨、二 氧化碳排放816万吨,能够满足中等发达国家100万人口的年度生产和生活用电需求。 【纠错】 【责任编辑:施歌】 内穹顶吊装是"华龙一号"核电工程建设的重要节点。内穹顶位于核岛顶部,主要功能是保证反应堆 厂房的完整性和密封性。当天,随着风速测量符合标准,3200吨履带式吊车缓缓将370余吨重的内穹顶 吊离地面,经过变幅、升钩、行走平移、调整等一系列高精度动作,平稳落钩就位在反应堆厂房内层安 全壳筒体上。 新华社福州2月4日电(记者吴剑锋)2月4日,位于福建漳州的漳州核电3号机组内穹顶吊装成功, 标志着其已从土建施工全面转入设备安装阶段,为后续安装调试及并网发电奠定了坚实基础。 漳州核电是"华龙一号"批量化建设的始发地,也是全球最大的"华龙一号"核电基地,规划建设6台 核电机组。当前,漳州核电1、2号机组已投入商业运行;3、4号机组处于土建安装阶段;5、6号机组正 在扎实推进前期工作。 ...