云端筑梦 智在京华：科技平台她力量 ——阿里巴巴北京党委书记 刘葳 让世界看见中国科技力量：2022年，作为奥林匹克全球合作伙伴，阿里巴巴发挥自研云计算能力，服务北京冬奥成为首届"云上"奥运。刘葳同志带领团队 全力投入北京冬奥服务，阿里北京设计师李剑叶融合科技创新和传统文化理念，中标并牵头设计了北京冬奥火炬"飞扬"、火种灯、火种台外观；阿里云为 冬奥会期间的城市交通提供智能调度和预测服务，将北京全部14大类交通数据综合处理，日均新增GPS数据上亿条。 绿色科技服务首都首善：今年7月16日，联合国发布《2025全球可持续交通最佳实践案例集》，"北京MaaS城市绿色出行"案例作为中国交通绿色发展的典 范入选，正是刘葳作为核心成员参与的阿里北京落地重要政企合作项目之一。北京市自2019年11月启动国内首个绿色出行一体化服务平台（简称"北京 MaaS"），MaaS作为交通领域新理念，需要极高的技术支撑能力。刘葳协同高德团队，在北京交通委指导下，全力参与，并在2022年在高德平台率先开 启绿色出行碳普惠活动，鼓励市民绿色出行获得权益实惠，高德通过北京绿色交易所将减碳量交易给更多企业实现减排目标，也助力北京成为全球首个完 ...

游、绿色能源于一体的综合示范区，生动诠释了"绿水青山就是金山银山"理念，向祖国报告了一份资源开发与生态保护协同共进的绿色 答卷。 在哈尔乌素露天煤矿，全球首台永磁直驱型WK-55电铲巍然屹立。这台由准能集团联合太原重工、中车集团共同打造的"大国重 器"，标志着我国在超大吨位矿用装备领域实现了从"技术跟随"到"全球引领"的历史性跨越。它不仅是技术创新的典范——每年可节电 80万度、减排二氧化碳225吨，更以高效可靠的性能，展现了中国能源工业迈向高端制造的坚定步伐。 在辽阔的鄂尔多斯高原，准能集团所属的黑岱沟与哈尔乌素露天煤矿，共同构成了一座展现中国煤炭工业硬核实力的超级矿区。这 里，矗立着亚洲最大也是唯一一台吊斗铲，以巨臂之力展示着高效工艺；这里，奔跑着搭载"国产心脏"的矿用卡车，以自主创新保障着 产业链安全；这里，全球首台永磁直驱电铲巍然屹立，以绿色科技引领行业变革；这里，更有无人驾驶矿卡编队精准协同、穿行不息， 开创出"无人之境"。两矿并肩，不仅是年产能6900万吨的煤炭能源基地，更是一座汇聚大国重器、展示中国矿业从追赶到引领的现代化 综合舞台。 从矿坑到绿洲，准能集团用绿色画笔改写了矿山的命运。通过创新构 ...

Core Viewpoint - CATL's market capitalization has surpassed Kweichow Moutai, marking a significant milestone in the stock market, with CATL's A-share market value reaching 1.82 trillion yuan compared to Kweichow Moutai's 1.80 trillion yuan [2][4]. Group 1: Stock Performance - As of September 25, CATL's stock price increased by over 4%, starting from a market value of 1.75 trillion yuan and reaching 1.80 trillion yuan [2]. - Year-to-date, CATL's stock has risen by 48.83%, while Kweichow Moutai's stock has decreased by 3.82% [2]. - Over the past 60 days, CATL's stock has increased by 47.10%, while Kweichow Moutai's has only risen by 1.55% [2]. - In the past month, CATL's stock has surged by 25.70%, contrasting with Kweichow Moutai's decline of 2.87% [2]. Group 2: Financial Performance and Projections - CATL's revenue for the first half of 2025 was 178.86 billion yuan, a year-on-year increase of 7.27%, with a net profit of 30.48 billion yuan, up 33.33% [10]. - The combined revenue from CATL's power battery systems and energy storage systems accounted for 89.43% of total revenue, with respective contributions of 73.55% and 15.88% [11]. - CATL's management indicated a high capacity utilization rate of approximately 90% for the first half of the year, with plans for capital expenditure growth to expand production capacity [11]. Group 3: Strategic Partnerships - CATL and Kweichow Moutai signed a strategic cooperation agreement aimed at integrating new energy technology with traditional industries to promote green and high-quality development [7][9]. - On September 18, CATL entered a five-year comprehensive strategic cooperation agreement with Li Auto, focusing on battery safety and technology innovation [12][14].

Group 1 - The core viewpoint emphasizes the strategic importance of new materials in driving the green transformation of traditional industries and fostering new productive forces, with Lanzhou Lanshi Zhongke Nano Technology Co., Ltd. emerging as a notable player in this field [1] - The company has achieved a breakthrough in the continuous and large-scale preparation of nano materials at normal temperature and pressure, overcoming the limitations of traditional batch production methods in terms of efficiency, cost, and environmental impact [2] - Lanzhou Lanshi Zhongke has established multiple production lines, including an annual output of 4,000 tons of nano magnesium hydroxide, 4,000 tons of magnesium-aluminum hydrotalcite, 5,000 tons of nano zinc oxide, and 1,500 tons of nano lithium iron phosphate precursor materials, achieving industry-leading standards in particle size control, dispersion, and batch stability [2] Group 2 - The company aligns with national strategies and aims to list on the Sci-Tech Innovation Board, which has become a preferred platform for hard-tech enterprises, supported by recent policies that enhance inclusivity for technology companies [3] - Lanzhou Lanshi Zhongke plans to submit its IPO application by the end of 2027, leveraging capital market opportunities to accelerate technological iteration and expand production capacity [3] - The company occupies a unique position in the resource recycling and new materials intersection, providing irreplaceable value in promoting low-carbon transformation in traditional industries, with no direct competitors in the A-share market [4] Group 3 - The national focus on green technology and new materials under the "dual carbon" goals has led to increased support for companies like Lanzhou Lanshi Zhongke, which reduces production energy consumption and costs while aiding downstream enterprises in resource recycling [5] - Guotai Junan Securities is set to provide comprehensive capital services for the company’s upcoming issuance, ensuring strong support for its market entry [5] - The growth trajectory of Lanzhou Lanshi Zhongke reflects the transformation and upgrading of Chinese SMEs through technological innovation, positioning it as a benchmark enterprise in the new materials sector [8]

Group 1 - The China-ASEAN Expo has seen over 260,000 visitors by September 20, indicating a growing interest in China-ASEAN cooperation [1] - The expo features participation from leaders of business associations from 10 ASEAN countries, with over 3,000 enterprises from 45 countries and regions showcasing their offerings [4] - China has maintained its position as ASEAN's largest trading partner for 16 consecutive years, while ASEAN has been China's largest trading partner for 5 years [6] Group 2 - The trade volume between China and ASEAN reached a historical high in the first eight months of 2025, highlighting the strong economic ties [6] - The collaboration between China and ASEAN is evolving, focusing on emerging fields such as digital technology, artificial intelligence, and green technology [8][10] - The establishment of the China-ASEAN Artificial Intelligence Innovation Cooperation Center and the progress in clean energy cooperation reflect the commitment to high-quality development [10] Group 3 - The China-ASEAN Free Trade Area has completed its 3.0 version upgrade negotiations, enhancing economic cooperation and regional stability [12] - Public opinion polls indicate a growing recognition among ASEAN countries of China's development model and its contributions to regional economic growth [13] - The recent five-year action plan aims to strengthen cooperation in areas of mutual concern, promoting peace, stability, and sustainable development in the region [17]

Core Insights - The China-ASEAN Expo has seen over 260,000 visitors on its first public day, reflecting the growing interest in China-ASEAN cooperation [1][3] - The expo features participation from 45 countries and regions, with over 3,000 enterprises showcasing their offerings, indicating a robust trade and investment environment [3] - China has maintained its position as ASEAN's largest trading partner for 16 consecutive years, with ASEAN being China's largest trading partner for five years [5] Trade and Economic Cooperation - In the first eight months of this year, trade between China and ASEAN reached a historical high, driven by China's technological and production advantages in sectors like equipment manufacturing and renewable energy [5][7] - The ongoing collaboration in emerging fields such as digital economy, artificial intelligence, and green technology is enhancing the synergy between China and ASEAN [7][12] Strategic Partnerships and Initiatives - The establishment of the China-ASEAN Free Trade Area 3.0 and the implementation of the Regional Comprehensive Economic Partnership (RCEP) are key milestones in deepening economic ties [12][20] - ASEAN Secretary-General emphasized the importance of shared prosperity and the need for continued cooperation to address challenges, highlighting the extensive cooperation mechanisms between ASEAN and China [11][20] Regional Stability and Development - The collaboration between China and ASEAN is seen as a stabilizing force in the region, promoting peace and prosperity amid global uncertainties [12][20] - Initiatives such as the China-ASEAN Railway and the Jakarta-Bandung High-Speed Railway are examples of practical measures enhancing regional connectivity and economic growth [16] Future Outlook - The new five-year action plan between China and ASEAN aims to strengthen cooperation in areas of mutual interest, contributing to regional peace and sustainable development [20] - The focus on cooperation over confrontation and the commitment to open and inclusive partnerships are expected to set a new standard for regional collaboration [20]

Core Points - The China-ASEAN Expo has seen over 260,000 visitors on its first public day, reflecting the growing cooperation between China and ASEAN [1] - China has maintained its position as ASEAN's largest trading partner for 16 consecutive years, with ASEAN being China's largest trading partner for 5 years [3] - The trade volume between China and ASEAN reached a historical high in the first eight months of this year, showcasing strong economic ties [3] Group 1: Trade and Economic Cooperation - The ongoing China-ASEAN Expo features participation from over 3,000 enterprises across 45 countries and regions, highlighting the robust business engagement [1] - The collaboration between China and ASEAN is characterized by mutual benefits, particularly in sectors like equipment manufacturing, electronic information, and renewable energy [3] - The establishment of various cooperation centers, such as the AI Innovation Cooperation Center and Clean Energy Cooperation Center, indicates a shift towards high-quality development in emerging fields [5] Group 2: Regional Stability and Development - The China-ASEAN Free Trade Area has completed its 3.0 version upgrade, enhancing economic cooperation and regional stability [10] - ASEAN countries have expressed a strong preference for maintaining cooperative relations with China, emphasizing shared interests and mutual benefits [9] - The ongoing initiatives, such as the Laos-China Railway and the Jakarta-Bandung High-Speed Railway, are improving regional connectivity and economic integration [12] Group 3: Geopolitical Context - ASEAN's stance against protectionism and unilateral sanctions reflects a commitment to regional stability and collective action [14] - The call for strengthening ASEAN's centrality in external relations indicates a strategic approach to diversify partnerships and reduce dependency on single markets [14] - The new five-year action plan between China and ASEAN aims to enhance cooperation in areas of mutual concern, contributing to regional peace and prosperity [16]

Core Viewpoint - The 2025 Modern Shanghai Design Week and Modern Shanghai Home Furnishing Exhibition have commenced at the Expo Center, showcasing advancements in various fields such as original design, lifestyle, high-end manufacturing, green technology, sustainability, cross-border trade, AI innovation, and new consumption trends, attracting 200,000 professional visitors from 160 countries and regions [1] Group 1 - The event features upgraded exhibition areas including the Design High Ground Pavilion, Commercial High-end Integrated Decoration Pavilion, and a new online-offline integrated factory direct sales model [1] - The exhibition includes 18+ trendy special events, three authoritative awards, and over 100 cutting-edge forums, emphasizing the theme "Crossing into a New Era" [1] - The dual exhibitions aim to guide global traffic and provide a comprehensive industry feast for the global home furnishing community [1]

Group 1 - The company, Baolidi, announced on September 18 that it will continue to focus on green technology, functional material innovation, and industrial ecological collaboration as a leading enterprise in the domestic chemical fiber masterbatch industry [2] - The core strategy of the company will remain centered on technological research and development, particularly in the area of solution dyeing technology, to build a unique and advantageous technological system [2] - The company aims to promote market diversification through both vertical extension and horizontal expansion, while deeply integrating the concept of green development into its strategic planning [2] Group 2 - The company plans to enhance production efficiency and research capabilities through intelligent upgrades, thereby continuously consolidating its leading position in the industry [2]

Core Viewpoint - China is playing a crucial role in mitigating climate change by making green energy more affordable through scale effects, particularly in the production of new energy vehicles, lithium batteries, and photovoltaic products [1][2] Group 1: Green Energy Production - China's new energy vehicles account for over 70% of global production, showcasing its dominance in the electric vehicle market [1] - The country leads global photovoltaic production and has made significant advancements in wind turbines, industrial electrification technologies, and heat pumps [1] Group 2: Carbon Emission Reduction - The shift towards green energy in China is replacing coal in electricity generation and industrial heating, leading to a stabilization and slight reduction in carbon emissions over the past couple of years [1] - China is not only controlling its own carbon emissions but is also assisting other developing countries in achieving economic growth while avoiding significant carbon emissions [1] Group 3: Export of Green Technology - China is exporting substantial amounts of green technology to developing countries in regions such as Pakistan, Africa, and the Middle East [1] - As trade barriers are set by the US and Europe, an increasing number of Chinese electric vehicles are expected to flow into developing markets [1]