2026年1月22日，河北国亮新材料股份有限公司（以下简称"国亮新材"）正式登陆北京证券交易所，发 行价格10.76元/股。作为国家级专精特新"小巨人"企业，国亮新材的上市标志着耐火材料行业又一重要 企业进入资本市场视野。 研发投入构筑核心竞争力 招股书显示，国亮新材成立于2002年，是一家专业从事高温工业用耐火材料整体解决方案的高新技术企 业，主要产品包括定形、不定形和功能性耐火材料，并为钢铁、水泥等高温工业客户提供整体承包服 务。 财务数据显示，2022年至2024年，公司营业收入分别为9.37亿元、9.84亿元和9.05亿元；同期归母净利 润分别为4036.80万元、8379.83万元和7096.49万元。2025年上半年，公司实现营业收入5.11亿元，净利 润4149.72万元。 近年来，随着钢铁行业朝着装备大型化、生产智能化方向发展，钢铁企业和耐火材料企业不断优化窑炉 结构设计和耐火材料配置，推动耐火材料的品质提升和品种结构的优化。耐火材料整体承包服务模式促 使耐火材料企业加大科技研发力度、持续提升耐火材料使用水平和运维服务。 国亮新材自设立以来，始终重视科技创新2022年—2024年和2025年上 ...

另外， 联合创新 中心采用"双基地、共管理"模式，在糖能科技与江南大学同步挂牌运营，实现研发与产业化的无缝对接。 糖能科技将 提供研发经费、高品质原料与产业化支持，江南大学孙秀兰团队则负责技术研发与日常运行管理，共同构建"技术攻关—成果转化—市场 应用"的全链条创新体系 。 值得一提的是， 2025年12月29日，糖能科技 万吨级5-羟甲基糠醛（5-HMF）生产建设项目 工程全面封顶，预计2026年6月投产 。糖能 科技董事长金海涛在封顶仪式上表示："本项目是公司核心科技成果迈向产业化的关键一跃，更是践行国家'双碳'战略的重要实践。它的 顺利封顶，标志着糖能正式跨入生物基材料规模化发展的全新阶段。" 声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 近日， 浙江糖能科技有限公司 （以下简称"糖能科技"）与江南大学正式签署合作协议，共同成立 "浙江糖能科技有限公司—江南大学联 合创新中心" ，标志着双方在 生物基材料食品应用领域 的深度合作全面启动。 据悉，此次校企强强联合， 将以 食品级5-羟甲基糠醛（5-HMF） 为核 ...

Core Insights - The Hangzhou Airport High-Speed Railway has made significant progress with the successful completion of the Qiantang River shield tunnel and the basic completion of the north and south cover structures of the new station building [1][2] - This railway project, part of Hangzhou's new railway hub layout, spans approximately 85 kilometers and connects the cities of Jiaxing, Hangzhou, and Shaoxing, featuring new stations and upgrades to existing ones [1][2] Group 1 - The Qiantang River shield tunnel, a critical component of the project, measures 5,328 meters in length, with a shield section of 3,704 meters, designed for a maximum speed of 350 kilometers per hour [1] - The Hangzhou Qiantang Hub, the largest new station building in the project, has a scale of 280,000 square meters and is designed with the concept of "Sailing on the River and Standing at the Tide" [1] Group 2 - The project aligns with the national "dual carbon" strategy, aiming for a "zero carbon hub" and adhering to green building standards [2] - The construction of the Haining Guanchao Station has commenced, designed to integrate with the existing Hangzhou-Hai City Railway, enhancing regional development [2] - The Hangzhou Airport High-Speed Railway is expected to significantly improve the efficiency of seamless air-rail transfers, boosting the overall capability of Hangzhou's transportation hub and contributing to the integrated development of the Yangtze River Delta [2]

Core Viewpoint - The article highlights the recognition of SANY's new energy heavy trucks at the "2025 New Quality Productivity Annual Ceremony," emphasizing the company's leadership in low-carbon logistics and the national focus on green logistics innovation [1][9]. Group 1: Company Achievements - SANY's new energy heavy truck was selected as one of the "2025 New Quality Productivity Annual Cases," showcasing its innovative breakthroughs in the low-carbon logistics sector [1]. - SANY's electric heavy trucks can enhance customer efficiency by 50% and significantly reduce operational costs, demonstrating the disruptive value brought by new quality productivity [5]. - The SANY Mota 1165 pure electric heavy truck set a Guinness World Record with a range of 817.5 kilometers, leading the global market in technical strength [7]. Group 2: Strategic Initiatives - SANY is aligning with the national "dual carbon" strategy and its own "three transformations" strategy, focusing on the research and development of pure electric heavy trucks [7]. - The company has maintained its position as the domestic sales champion for four consecutive years (2021-2024) and has been the first to enter overseas markets such as the UAE and Indonesia with its new energy heavy trucks [7]. Group 3: Industry Context - The ceremony featured three main chapters: "Transformation·Renewal," "Acceleration·Pursuit of New," and "Breaking Walls·Exploration of New," which collectively illustrate the vibrant vitality and strong potential of the Chinese economy through new development concepts [9]. - The inclusion of SANY's heavy trucks serves as a vivid example of how the manufacturing industry can drive high-quality development through green innovation [9].

从LED芯片贸易起步，到深耕实体经济二十三载，裕鑫丰集团已构建覆盖上游芯片、中游封装、下游应用照明 的全产业链体系，形成集研发、制造、销售于一体的LED汽车照明领军企业。2018年，占地约26万平方米的东 莞产业园全面启用，同步完成亚洲、非洲、欧洲、美洲等全球市场的战略布局。 作为LED汽车照明行业标准制定参与者，裕鑫丰依托21年技术沉淀，在细分应用场景持续创新。面对复杂多变 的国际环境，集团于2025年坚定推进"出海"战略，交出逆势高增长的亮眼答卷——全年营收同比增长28.5%，远 超行业平均水平。 进入"十五五"开局之年，新质生产力成为发展核心引擎。裕鑫丰锚定三大路径：一是升级智能大灯总成技术，打 造后市场标杆产品；二是拓展便携式储能应用场景，引领绿色能源新生活；三是构建绿色协同供应链，践行高 质量发展。 为支撑高速增长，裕鑫丰已于2026年Q1启动三期厂房扩建工程，新增4.3万平方米现代化生产基地，进一步完善 全产业链布局。2026年，集团设定营收同比增长30%的进取目标，对应全球40个国家需求达528.6万套/件，其中 汽车大灯主业占比超75%。 如今，裕鑫丰"出海"战略已实现从"走出去"到"扎下根" ...

在国家"双循环"新发展格局和"双碳"战略深入推进背景下，内河航运绿色、低碳、低成本优势凸显。 2025年2月，衢州入选陆港型国家物流枢纽承载城市。衢江港作为核心区，凭借要素集聚的地理优势和 良好的发展环境，有望成为衢州打造长三角内陆开放桥头堡的关键力量。 市人大代表姜继法建议，市级层面出台专项扶持政策、设立发展基金，加强资源整合与统筹协调，形成 支持衢江港区提能的合力；完善多式联运体系，拓宽320国道衢江段、建设港区铁路专用线，推进港区 数智化转型，联合沿线城市优化船闸调度，打通水上快速通道；优先布局物流需求大、附加值高的产 业，引导"前港后厂""前港后仓"模式落地，强化"物流+制造"市域协同，支持重点企业共建物流、仓储 设施，打造"港口+产业集群"的融合发展样板。 （来源：衢州日报） 转自：衢州日报 记者 胡灵萍 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 28.11 RMB [6][7]. Core Insights - The company, Longjing Environmental Protection, is a leader in China's air pollution control industry, benefiting from its partnership with Zijin Mining to become a comprehensive green energy service provider for mining [1][14]. - The "source-network-load-storage" and "mining-electricity linkage" strategies are expected to drive long-term growth, with significant contributions from clean energy projects and electric mining vehicles [1][2][15]. - The company has maintained over 9 billion RMB in new environmental orders annually since 2017, supported by the ongoing demand for ultra-low emissions in industries such as steel and cement [2][17]. Summary by Relevant Sections Environmental Business Growth - Longjing Environmental Protection has consistently added over 9 billion RMB in new environmental orders each year since 2017, benefiting from the domestic coal power market and the push for ultra-low emissions in various industries [2][17]. - The company achieved revenue of 78.58 billion RMB in the first nine months of 2025, reflecting an 18.09% year-on-year increase, with a net profit of 7.80 billion RMB, up 20.53% year-on-year [17]. Clean Energy Projects - By 2025, the company is expected to have over 3 GW of installed capacity in clean energy projects, with significant value in projects like Lagocuo and the Congo Kinshasa hydropower station, estimated at 9.3 billion RMB [3][15]. - The clean energy projects are positioned to replace fossil fuels, with Zijin Mining's energy consumption in 2024 projected at 19.6 billion kWh, where fossil fuels account for nearly 50% [3][15]. Electric Mining Vehicles - The company has developed a closed-loop business model integrating "green electricity-storage-electric mining vehicles," with the first electric mining vehicle delivered, reducing transportation costs significantly compared to fossil fuel vehicles [4][15]. - The cost per ton-kilometer for electric mining vehicles is approximately 0.177 RMB, only 26% of the cost for fossil fuel vehicles [15]. Strategic Partnerships and Future Growth - Zijin Mining's increasing stake in Longjing Environmental Protection, potentially reaching 33.76% after a planned capital increase of up to 2 billion RMB, reflects confidence in the company's growth trajectory [29][30]. - The dual empowerment strategy between Longjing and Zijin is expected to leverage synergies in the green energy sector, aligning with Zijin's carbon neutrality goals for 2029 and 2050 [14][31].

在港口行业转型升级的关键时期，粮通公司积极响应广州港集团数字化发展战略，通过数字化引领生产运营和科技创新，系统性推进业务流程优化、物流 服务提升和能源管理升级三大领域项目，在降本增效方面取得务实成效，生动反映了数字化转型为港口高质量发展带来的质变发展。 01 从"人控"到"智控" 装车环节的"智变" 传统散粮装车作业长期面临着流程繁琐、效率低下、误差频发三大痛点。粮通公司以智能化改造为突破口，成功开发散粮智能装车系统，实现了从"人 控"到"智控"的根本性转变。 该系统创新性地将滑槽秤高精度计量、激光雷达实时定位等技术与预约、指令、生产系统全面打通，构建了从"预约→导航→识别→装料→计量→离港"的 全流程闭环智能作业体系。 侧壁装车俯瞰图 "智变"带来的质变成效显著。系统应用以来，单次装车时间从原来的30分钟压缩至10分钟，效率提升达66%，不仅大幅提高了车辆周转率，有效缓解了港 区拥堵问题，还通过标准化操作显著降低了人为误差和过程损耗。此外，该系统还为粮通公司后续扩大智能化应用场景积累了宝贵经验，为全面推进数字 化转型奠定坚实基础。 02 从"分散"到"协同" 物流服务的"智变" 面对内贸粮食业务发展瓶颈，粮 ...

破解"一刀切"能耗难题 该技术在黄沙水产中心应用后，展现出了显著的经济与社会效益。 在节能降耗方面，系统通过"温度分级供给+动态负荷调节"，实现能量供需品位匹配，有效节省10%以上的能源。通过规模化运营、优化控制策略和先进 技术，还能减少运行费用与碳排放，显著降低商户经营成本，经济社会效益显著。 在保鲜品质方面，该项技术的应用能够实现不同海鲜水池的精准控温，温度波动稳定在±1℃以内，使海鲜存活率提升至98%以上，海鲜暂养品质更好，鲜 活时间得以延长。 在设施运维方面，黄沙水产中心应用该制冷系统，各经营分区分别集中设置制冷系统，为水产商铺节约了60%以上设备安装空间，减少了制冷机噪声污染 和"热岛效应"问题。系统各压缩机模块独立运行，局部维修不影响整体运行，既提高了系统可靠性，又大幅降低维护成本。 水产市场不同暂养品种有不同水温需求。常规制冷系统仅能供应单一状态的制冷剂，在同时满足低温水池和中高温水池制冷需求的情况下，会降低制冷系 统能源利用效率，导致运行费用高企。海鲜水池因暴露于室外环境，热损失较大，制冷能耗较高。因此，在满足多类型温控需求的同时提高海鲜水池制冷 系统能源利用效率，成为节省能源费用、实现绿色低 ...

从国网蒙东电力获悉，2025年蒙东地区依托独特的清洁能源资源禀赋与区域能源保障优势，绿电绿证交 易量实现双重跨越，完成绿电交易49亿千瓦时，同比增长383%；绿证交易86万张，同比增长56%，在 清洁能源消纳、区域能源协同、交易服务下沉等方面取得标志性成果。 蒙东作为国家重要的绿色能源基地，拥有丰富的风电、光伏资源，且毗邻东北、华北电力负荷中心，绿 电绿证交易成为推动区域能源结构转型、保障国家能源安全的关键抓手。蒙东创新推行"机制+通道+服 务"三维推进模式，通过推动市场机制创新、优化交易组织方式、拓宽绿电使用场景，将绿电转化为实 实在在的绿色经济价值。搭建"电量实时监测+绿证区块链溯源"系统，将交易数据、电量计量数据、绿 证信息上链存证，实现交易全流程可追溯、可核查；同步建立"供需双向预判"机制，运用大数据分析模 型精准预测绿电供给能力与用户需求，每月发布供需分析报告，并强化交易全周期管理，建立交易合 同、电量交割、绿证匹配全流程台账。 2025年7月1日起，蒙东地区新能源全面进入电力市场，通过推行小时级绿电交易机制，根据风电、光伏 出力特性，划分峰谷平三个交易时段，制定差异化价格体系，引导用户错峰消费绿电 ...