记者10月10日获悉，由中铁建工集团建筑安装有限公司承建的内蒙古自治区规模最大220kV配电站—— 鄂尔多斯220kV配电站于近日成功实现全容量送电。 通讯员：谭婳 肖梦 欧阳炜 作为晶澳光伏低碳示范基地核心配套工程，该项目总投资超3亿元，总变电容量1280MVA，可满足 779MW负荷需求，为年产20GW光伏组件提供稳定电力支撑，每年可减少碳排放约6600万吨，替代标准 煤2400万吨，有力服务国家 "双碳"目标。 转自：草原云 内蒙古日报·草原云记者：康丽娜 据悉，该项目的投运将显著提升区域电网可靠性，完善中部电网结构，为高新技术产业落地提供坚强电 力保障，助力鄂尔多斯打造绿色新能源装备制造之城，同时带动就业岗位超2000个。项目建设过程中， 中铁建工集团建筑安装有限公司面对14台大型变压器安装、GIS设备高精度施工、百余回开关柜密集布 局及复杂电缆敷设等多重挑战，科学组织、精细管理，优化设计方案，严控安装工艺，强化与国网协 同，高质量完成设备安装与系统调试。通过采用双母线接线、微机监控等先进技术，实现供电可靠性， 确保成功送电。 ...

公司深度服务于风电、新能源汽车、储能等新能源领域客户，与诸多行业龙头企业形成稳定的合作关 系，直接或终端客户包括：中材科技、时代新材、洛阳双瑞、天顺风电、三一重能、重通成飞、中复连 众、艾郎科技、金风科技、远景能源、中国海装、运达风电、上海电气、明阳智能、维斯塔斯、恩德集 团等国内外知名风电叶片及风电整机厂商；比亚迪集团、广汽集团、吉利集团、泰科电子、亿纬锂能、 孚能科技、蜂巢能源和国轩高科等新能源汽车及配套企业；远景能源、博瑞电力和赣锋集团等储能行业 企业。 新能源汽车及工业胶粘剂可广泛应用在电机、电池和电控零部件等新能源汽车三电系统，传感器等电子 领域及其他工业领域。报告期内，公司的新能源汽车及工业胶粘剂产品产销量增长迅速，目前已涵盖了 比亚迪集团、广汽集团、吉利集团、泰科电子、蜂巢能源、国轩高科、远景能源、博瑞电力和赣锋集团 等终端客户。 公司的新型复合材料用树脂可广泛应用于新能源汽车电池上盖、氢能源存储、电力输送、拉挤制品、抽 油杆、模具制造、阻燃部件、航空座椅、建筑补强板等领域，为重庆风渡、中复碳芯、北玻院、天顺风 电、泰山玻纤、吉林化纤、海源复材、宁德康本、振石集团等客户进行配套。公司通过长期技术 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 根据目前的发行安排，本周只有1只新股申购，即周一（9月29日）的沪市主板新股道生天合。 道生天合是风电树脂材料龙头企业，发行价为5.98元/股，是今年以来沪深两市新股中发行价第四低的新股，中一签仅需交款2990元。同时，道生天 合的新股发行数量较多，其中签率可能会比较高。 | 下周新股申购安排 | | | | | | --- | --- | --- | --- | --- | | 日期 | 新股 | 发行价/股 | 发行市盈率 | 上市板 | | 周一 (9月29日) | 道生天合 (申购代码:780026) | 5.98元 | 29.05 | 沪市主板 | 责任编辑：石秀珍 SF183 道生天合的发行市盈率为29.05倍，参考行业市盈率为27.9倍。公司本次公开发行股票数量为13188万股，网上发行申购上限为27500股，顶格申购需 配沪市市值27.5万元。 Wind数据显示，在今年以来发行的沪深两市新股中，道生天合是发行股票数量排名第6的新股，在沪市主板新股中排名第2。这意味着，道生天合的 中签率可能会比较高。 招股书显示，道生天合 ...

作为道生天合本次发行上市的保荐人及主承销商，中信建投证券在与公司长期的合作进程中，既见证其 稳健快速发展，亦深切体会到公司管理层具备的超前行业洞察力与深厚的从业经验。我们相信，以本次 发行上市为重要契机，道生天合将在为国内企业提供更多绿色新材料国产化发展方案的同时，努力开拓 全球市场，开启高质量发展新篇章。 道生天合上市后，中信建投证券将继续秉持诚实守信、勤勉尽责之原则，切实履行各项保荐义务，持续 督导道生天合不断完善公司治理结构、加强投资者关系管理，协助道生天合成为规范运作的上市公司典 范。欢迎大家踊跃提问，积极参与申购。 尊敬的各位嘉宾和各位投资者朋友： 最后，预祝道生天合首次公开发行A股圆满成功！谢谢大家！ 道生天合深耕高性能热固性树脂材料行业，深度服务风电、新能源汽车、储能等新能源领域客户，与众 多行业龙头企业形成了稳定的合作关系，是绿色新能源行业新材料细分领域的龙头企业。 作为当前全球规模最大的风电叶片用环氧树脂生产企业之一，道生天合的风电叶片用环氧树脂产品基本 覆盖国内陆上、海上风电叶片机型，产品能够应用于长度超过147米的大型风机叶片。近三年，公司风 电叶片用环氧树脂系列产品销量均位居全球第一。 ...

Core Viewpoint - The upcoming IPO of Daosheng Tianhe, a leading company in wind power resin materials, is expected to have a high subscription rate due to its relatively low issue price and large number of shares offered [1][2]. Company Overview - Daosheng Tianhe is a national high-tech enterprise focused on the research, production, and sales of new materials, particularly high-performance thermosetting resin materials [2][3]. - The company specializes in epoxy resin, polyurethane, acrylic ester, and organic silicon, with products tailored for wind power, new energy vehicles, energy storage, hydrogen energy, and other sectors [2][3]. Market Position - Daosheng Tianhe is recognized as one of the largest global producers of epoxy resin for wind turbine blades, holding the top sales position in this category from 2022 to 2024 [3]. - The company is the only Chinese enterprise supplying both epoxy resin and structural adhesives to the international wind power giant Vestas, enhancing its influence in the global wind power market [3]. Clientele - The company has established a comprehensive client base in the wind power sector, including major domestic wind turbine blade manufacturers such as Goldwind Technology and Envision Energy [3]. - In the new energy vehicle sector, its adhesive products are widely used by leading automakers like BYD and Geely [3]. Financial Performance - Daosheng Tianhe's projected revenues for 2022 to 2024 are 3.436 billion yuan, 3.202 billion yuan, and 3.238 billion yuan, respectively, with net profits of 110 million yuan, 155 million yuan, and 155 million yuan [4]. - For the first half of 2025, the company reported revenues of 1.785 billion yuan and a net profit of 86 million yuan, with an expected net profit of 145 million to 155 million yuan for the first three quarters of 2025, indicating a year-on-year growth of 48.21% to 58.43% [4].

唐中东说，毛里塔尼亚独立后，与中国一样肩负着国家生存安全与发展的重任，相似的国情让两国自然 而然地走到一起。"60年来的发展征程证明，两国老一辈领导人在冷战大背景下做出建交决定是高瞻远 瞩的。"他指出，60年间，中毛在国际事务上相互理解支持，在经济发展上携手共进，极大促进了两国 共同发展。 唐中东说，中国首个对毛援助项目姆颇利水稻示范农场为毛里塔尼亚带来先进水稻种植技术，为该国基 本实现大米自给自足奠定了坚实基础。此外，中国还陆续援建了努瓦克肖特友谊港、奥林匹克体育场等 众多基础设施项目，有力促进了毛里塔尼亚发展，弥补了其发展短板。在渔业领域，中国是与毛里塔尼 亚较早开展远洋捕捞合作的国家，目前有几十家中国渔业公司在当地开展合作，前景广阔。 他指出，援毛医疗队是中国在毛里塔尼亚的又一个亮丽品牌。"加兹瓦尼总统在去年中非合作论坛北京 峰会和今年5月与我会谈时，两次提到小时候在家乡基法享受到中国医疗队的服务，言辞中充满了对中 国援毛医疗队工作质量和服务精神的肯定。"中国医疗队的服务体现了中非友好合作互助的精神，未来 两国在卫生医疗领域会有更大合作空间。 "从一开始的友谊港，到后面的友谊医院，再到现在的友谊立交桥， ...

Industry Development - Yibin is constructing a "4+4+4" modern industrial system, focusing on characteristic advantageous industries and strategic emerging industries, transitioning from a "black and white" to a "blue and green" industrial structure [1] - The city has nine "billion-level" enterprises and over 1,000 industrial enterprises above designated size, with major industries including liquor, power batteries, and digital economy [1][10] - Yibin has been recognized as a national advanced manufacturing city and has established itself as a hub for the power battery industry, with a complete industrial chain and strong supporting capabilities [1][10][12] - The city has seen significant growth in employment, with over 100,000 new jobs created in the past three years, largely benefiting local university graduates [11][15] Employment - Yibin is enhancing employment guidance services, focusing on improving students' competitiveness from the source, aligning university programs with leading industries [3][4] - The city has established a "one person, one file, one strategy" support mechanism for key groups of graduates, providing tailored assistance for those who are unemployed [4][11] - Yibin has created 60 "Yijiu Employment" stations and 15 gig economy markets, successfully incubating 1,384 entrepreneurial projects that have generated employment for over 29,000 people [4][11] Ecological Development - Yibin is committed to building an ecological barrier in the upper reaches of the Yangtze River, focusing on green and low-carbon development [6][7] - The city has achieved a 100% excellent water quality rate in 22 national and provincial monitoring sections, with significant biodiversity protection efforts [7] - Yibin has established 21 national-level green factories and 17 "zero-carbon" factories, with a growing number of electric vehicles and renewable energy initiatives [7][12] Urban Development - Yibin is undergoing significant urban renewal, with a focus on improving infrastructure and enhancing the quality of life for residents [14][17] - The city has implemented a comprehensive planning strategy for its urban area, optimizing transportation and public services to support economic growth [14][17] - Yibin has been recognized as one of China's most livable cities, reflecting its commitment to high-quality urban development [17][18]

Group 1: Market Overview - On March 5, the Hong Kong stock market experienced a significant rise, with the Hang Seng Index increasing by 2.84% and the Hang Seng Tech Index rising over 4% [1][5] - Notable individual stock performances included Hua Hong Semiconductor and Xiaomi Group, both rising over 7%, while SMIC and Meituan increased by over 6% [1][5] - Southbound capital saw a net inflow of 8.369 billion HKD throughout the day [5] Group 2: Yimei International Holdings - Yimei International Holdings, an investment holding company, focuses on providing one-stop design and construction solutions for permanent mooring projects, along with developing and selling renewable energy generation and storage systems [2] - For the first half of 2024, Yimei reported a revenue of 83.932 million HKD, a year-on-year increase of 10.91%, but a net profit of 4.624 million HKD, down 53.08% compared to the previous year [2] - The decline in gross and net profit was attributed to reduced profit margins in the permanent mooring business and increased expenses in developing green energy projects [2] Group 3: Green Energy Business Expansion - Yimei's green energy business generated approximately 6.4 million HKD in revenue during the first half of 2024, with successful progress in electricity sales in Guangdong and Shandong provinces [3] - The company obtained a market electricity sales license from the Hunan Power Trading Center in July 2024, aiming to expand its geographical coverage [3] - Yimei plans to continue expanding its electricity sales business into other provinces with mature electricity spot markets [3][4] Group 4: Financial Health - As of June 30, 2024, Yimei's debt-to-asset ratio rose to approximately 59.5%, up from 58.7% at the end of 2023, primarily due to an increase in total borrowings [3] Group 5: Analyst Insights - Analysts suggest that the Hong Kong stock market is transitioning from a "dividend bull" to an "AI bull," with technology companies potentially experiencing a revaluation as they shift from value stocks back to growth stocks [8] - Investment strategies recommend a focus on high elasticity and high dividend yield stocks, particularly in the AI and technology sectors, as well as the semiconductor industry [8][9]