以下文章来源于爱范儿 ，作者发现明日产品的 环保很好，体验不好。 来源｜ 爱范儿（ID：ifanr） 封面来源 ｜ Unsplash 在iPhone 17系列发布的节点上，另一台值得说道说道的手机也悄然登场了——Xperia 10 VII。 作为索尼大法的最新力作，这台手机的配置没啥惊喜，但却有些惊吓——在它的包装盒里，你翻来覆去也找不到一根USB-C数据线。 没错，不只是充电头，现在连线也要自己买了。 为什么我们的手机配件，越来越少了？ 爱范儿 . 关注明日产品的数字潮牌 这是手机行业去掉充电头的第五年，手机里的配件越来越少，盒子越来越轻，这背后藏着一套逻辑自洽的商业叙事，一出将「环保」与「生意」完美捆绑的 剧本。 只是回过头看，为这个剧本买单的，好像一直只有消费者。 环保和成本，一场「双赢」的生意 让我们先把时间拨回到2020年，苹果在iPhone 12系列上首次取消了标配的充电器，以及USB-C接口的EarPods。 当时给出的理由，非常直接： 为了环保 。 苹果的原话是，全球已经有超过20亿个苹果电源适配器，以及数十亿个第三方充电器，继续附赠新的，只会造成巨大的电子浪费和碳排放。 而仅去掉充电器和Ea ...

10月10日，有一只新股上市，为北交所的奥美森（920080.BJ）。该公司是专业的智能装备制造生产 商，主要从事智能生产设备及生产线的研发、设计、生产、销售，公司产品可广泛应用于电器、环保、 风电和锂电新能源及其他行业等领域，是实现生产自动化、智能化和高效化的关键装备。 客户资源方面，经过多年的行业积累与发展，奥美森的产品在空调生产制造装备领域名列前茅，与国内 外主要电器生产企业如格力电器、美的集团、奥克斯、海信家电、TCL家电、四川长虹、大金空调、松 下电器、江森自控、特灵、开利、富士通将军、三菱重工海尔等保持长期稳定合作关系。奥美森被认为 是国内智能装备"隐形冠军"。 除了传统产品外，奥美森还积极拓展至环保、风电和锂电新能源及其他行业领域，代表性产品如垃圾衍 生燃料SRF/RDF生产线成套设备、锂电池热压整形设备、风电叶片根部数控铣削机等。 | 募集资金投资方向 | 拟投入募集资金金额 (亿元) | 日比 | | --- | --- | --- | | 金属管材数字化成型装备及其他订制 类智能设备生产基地建设项目 | 0.90 | 54.29% | | 研发中心建设项目 | 0.75 | 45.71% ...

10月10日，有一只新股上市，为北交所的奥美森（920080.BJ）。该公司是专业的智能装备制造生产 商，主要从事智能生产设备及生产线的研发、设计、生产、销售，公司产品可广泛应用于电器、环保、 风电和锂电新能源及其他行业等领域，是实现生产自动化、智能化和高效化的关键装备。 | 今日上市 | | | | | --- | --- | --- | --- | | 920080.BJ 奥美森 | | | | | 发行价(元/股) | 机构报价(元/股) | 市值(亿元) | 所属行业 | | 8.25 | | | 专用设备制造业 | | 发行市盈率 | 行业市盈率 | 可比公司 | 可比公司动态市盈率 | | 12.52 | 36.54 | 宁波精达 | 40.47 | | | | 博众精工 | 33.52 | | | | 华依科技 | 亏损 | | 业绩情况 | | | | | 4.0 | | | 200% | | 3.5 3.0 | | | 150% | | 2.5 | | | 100% | | 2.0 | | | 50% | | 1.5 | | | 0% | | 1.0 0.5 | | | -50% | | 0 ...

新京报讯（记者陈琳）持续十天的第十四届环保戏剧展演公益演出活动昨天在北京东城区文化馆落幕。 自9月29日启动以来，本次活动围绕"观剧+交流+体验"多元形式，推出十余场不同主题的环保活动，累 计吸引上千名市民参与。 "争做环保小卫士——中轴线亲子环保徒步文化行"将环保实践与文化遗产保护巧妙融合。参与家庭在专 业老师带领下，沿北京中轴线徒步，聆听历史地标的文化故事，同时随身携带垃圾袋清理沿途废弃物， 用实际行动践行"爱护环境，从脚下开始"的理念。 亲子戏剧体验课通过"角色扮演学分类"的方式，让垃圾分类知识变得生动有趣。专业戏剧老师设计的趣 味剧本中，家长和孩子共同演绎垃圾的"旅行故事"，在情景模拟中轻松掌握分类技巧。 绿色创意工坊以"废物利用践低碳"为主题，带领参与者将快递纸箱、旧衣物、塑料瓶等常见废弃物改造 成新物品。环保老师现场讲解废弃物的回收价值与再利用方法，让"变废为宝"的低碳理念转化为可操作 的生活技能。 "艺术有约——环保戏剧分享会"为市民提供导演、表演与环保知识等全维度体验。导演现场分享创作灵 感，表演老师指导参与者进行声台形表训练，在揭秘戏剧创作的同时深化环保理念。 环保儿童剧《眼镜侠之星光计划》 ...

为什么我们的手机配件，越来越少了？ 这是手机行业去掉充电头的第五年，手机里的配件越来越少，盒子越来越轻，这背后藏着一套逻辑自洽的商业叙事，一出将"环保"与"生意"完美捆绑的剧 本。 只是回过头看，为这个剧本买单的，好像一直只有消费者。 本文来自微信公众号：爱范儿 （ID：ifanr），作者：发现明日产品的，题图来自：AI生成 在iPhone 17系列发布的节点上，另一台值得说道说道的手机也悄然登场了——Xperia 10 VII。 作为索尼大法的最新力作，这台手机的配置没啥惊喜，但却有些惊吓——在它的包装盒里，你翻来覆去也找不到一根USB-C数据线。 没错，不只是充电头，现在连线也要自己买了。 环保和成本，一场"双赢"的生意 让我们先把时间拨回到2020年，苹果在iPhone 12系列上首次取消了标配的充电器，以及USB-C接口的EarPods。 当时给出的理由，非常直接：为了环保。 苹果的原话是，全球已经有超过20亿个苹果电源适配器，以及数十亿个第三方充电器，继续附赠新的，只会造成巨大的电子浪费和碳排放。 而仅去掉充电器和EarPods，每年就能减少超过200万吨的碳排放，相当于马路上少了50万辆汽车。 5 ...

欧美当年用来限制我们的"环保紧箍咒"，为何念着念着反倒给中国念出了一个全球第一的王炸，这事儿 你敢想吗？ ...

9月30日，国内期市能化板块跌幅居前。其中，纯碱期货主力合约大幅收跌2.26%，报1255.00元/吨。 现货方面，据中财期货介绍，华南地区轻质纯碱均价为1350元/吨，重质纯碱均价为1400元/吨；东北地 区轻质纯碱均价为1350元/吨，重质纯碱均价为1400元/吨，沙河地区重质纯碱均价为1203元/吨。 展望后市，光大期货表示，在新投产能压力下纯碱宽松程度将进一步扩大，但当前基本面对市场影响程 度较弱。后续宏观刺激政策、反内卷及环保等外部题材将和纯碱羸弱的基本面持续博弈，故纯碱期价 上、下方空间都将受限，整体走势弱于玻璃。 基本面来看，建信期货指出，供应高位运行，但库存持续去化，整体偏弱格局未改。纯碱周产由降转升 至77.69，涨至今年以来最高点，环比增长4.19%。纯碱装置运行稳定，无检修消息，后期产量预计进一 步增加。 需求端，瑞达期货（002961）分析称，玻璃产线冷修数量不变，整体产量不变，依旧底部徘徊，刚需生 产迹象明显，利润回升，主要来自于现货价格上行，预计下周产量继续底部。光伏玻璃走平，对整体纯 碱需求依旧不变，伴随反内卷进程，后续光伏玻璃减产加速，需求有望减弱。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - In August, the electricity consumption growth rate in the secondary industry increased, contributing the largest increment to total electricity consumption, accounting for 59% of the total increase [3][7] - The total electricity consumption in August reached 10,154 billion kWh, a year-on-year increase of 5.0% [3][6] - The manufacturing sector saw a record monthly growth rate for the year, with high-tech and equipment manufacturing electricity consumption growing by 9.1%, surpassing the average manufacturing growth rate by approximately 4.6 percentage points [3][7] Summary by Sections 1. Electricity: August Secondary Industry Consumption Growth - The total electricity consumption in August was 10,154 billion kWh, with a year-on-year growth of 5.0% [3][6] - The first industry consumed 164 billion kWh (9.7% growth), the second industry consumed 5,981 billion kWh (5.0% growth), the third industry consumed 2,046 billion kWh (7.2% growth), and residential consumption was 1,963 billion kWh (2.4% growth) [3][8] - The secondary industry contributed the most to the total electricity consumption increase, with a significant growth in manufacturing, particularly in high-tech and equipment manufacturing [6][7] 2. Gas: Supply and Demand Stability - Global gas prices have shown narrow fluctuations, with the Henry Hub spot price at $2.90/mmBtu, a weekly increase of 0.17% [16][19] - The LNG national ex-factory price was 4,016 yuan/ton, with a slight weekly decrease of 0.07% [16][36] - The report suggests a positive outlook for city gas companies due to cost reductions and improved profitability [38] 3. Weekly Market Review - The public utility and environmental protection sectors underperformed compared to the CSI 300 index, while the electric equipment sector outperformed [40][42] 4. Company and Industry Dynamics - The report highlights recent government initiatives aimed at promoting high-quality development in energy equipment, focusing on enhancing the efficiency of energy conversion equipment and advancing renewable energy technologies [49] - Key announcements from companies include significant contract wins and strategic investments aimed at enhancing operational capabilities and market positioning [50]

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending specific companies for investment based on their performance and market conditions [3][16][18]. Core Insights - The report highlights that in August, the total electricity consumption reached 10,154 billion kWh, marking a year-on-year growth of 5.0%. The second industry contributed the largest increase, accounting for 59% of the total electricity increment [3][8][9]. - The report notes that global gas prices are experiencing slight fluctuations, with the Henry Hub spot price at $2.90/mmBtu and the TTF spot price at €32.15/MWh as of September 26 [18][19]. - The report emphasizes the stable growth in electricity consumption driven by high temperatures and government policies aimed at boosting consumption [8][9]. Summary by Sections 1. Electricity Sector - In August, the second industry saw a significant increase in electricity consumption, with a year-on-year growth of 5.0% and contributing 59% to the total electricity increment [3][9]. - The manufacturing sector achieved a record monthly growth rate, particularly in high-tech and equipment manufacturing, which grew by 9.1% year-on-year [9][10]. - The report recommends investments in hydropower, green energy, nuclear power, and thermal power companies, citing favorable conditions for growth and profitability [16][17]. 2. Gas Sector - The report indicates that the supply-demand dynamics for gas remain stable, with slight fluctuations in global gas prices. The LNG price in Northeast Asia decreased by 2.61% to $11.20/mmBtu [18][19]. - It highlights the steady increase in U.S. natural gas inventories and the impact of mild weather on heating and cooling demands, leading to low price volatility [21][27]. - The report suggests focusing on integrated gas companies and city gas firms that are expected to benefit from cost reductions and improved profitability [41][42]. 3. Market Performance Review - The report notes that the public utility and environmental sectors underperformed compared to the Shanghai and Shenzhen 300 indices, while the power equipment sector outperformed [43][44]. 4. Company and Industry Dynamics - Recent government initiatives aim to enhance the quality of energy equipment and promote the development of renewable energy sources [52]. - The report includes updates on major companies' announcements, including contract wins and strategic investments, which are expected to positively impact their future performance [52][53]. 5. Key Company Valuation Table - The report provides a valuation table for key companies in the public utility and environmental sectors, indicating their market positions and potential for growth [54].

Core Viewpoint - The article discusses the environmental and social implications of a fireworks event organized by artist Cai Guoqiang and outdoor brand Arc'teryx in the Himalayas, raising questions about the sustainability of such marketing strategies and their impact on local communities and ecosystems [6][7][30]. Group 1 - The fireworks event took place in a fragile ecological area, with concerns about the environmental damage it may cause [6][15]. - Despite claims of eco-friendliness, the event left behind waste that required local villagers to clean up, contradicting the organizers' statements about environmental responsibility [12][25]. - Local residents were largely unaware of the event, highlighting a disconnect between the marketing efforts and the local community's engagement [22][28]. Group 2 - The article contrasts the fireworks event with a more environmentally conscious event by another outdoor brand, Mammut, which utilized light technology to celebrate a historical climbing route without harming the environment [30][32]. - It suggests that Arc'teryx could have chosen a more suitable and sustainable approach to marketing that aligns with their brand values and the local ecological context [33][34]. - The piece emphasizes the importance of integrating local communities into brand activities in a meaningful way, rather than imposing external marketing spectacles that may not resonate with them [22][34].