绿色能源转型

Search documents
紧抓产业发展机遇 嘉实基金旗下两只ETF规模齐创新高
Zheng Quan Ri Bao Wang· 2025-08-26 05:04
公开数据显示,科创芯片ETF已突破350亿元,规模为351.03亿元,居全市场同类产品之首;稀土ETF嘉 实规模超64亿元,为64.36亿元,成为同类产品规模第一。同时,两只ETF产品近一年净值涨幅均超 120%,交投持续活跃。 本报讯 (记者王宁)近日,科创与稀土板块表现强劲,资金借道行业ETF加快布局高科技与战略资源 赛道。截至8月25日收盘(下同),嘉实基金旗下科创芯片ETF(588200)与稀土ETF嘉实(516150) 规模均刷新历史纪录。 嘉实基金相关人士表示,两大产品规模增长与净值涨幅印证了资金对科技自主可控与绿色能源转型的长 期信心,也印证了嘉实基金"超级ETF"战略的前瞻性。 据了解,近年来,嘉实基金紧扣"超级机遇"投资主线,逆周期布局与产业趋势共振,以"超级ETF"为核 心,围绕国家战略方向构建产品矩阵。其中,科创芯片ETF锚定半导体国产化,覆盖中芯国际、海光信 息等全产业链龙头,深度绑定AI算力、人工智能等新兴需求;而稀土ETF嘉实聚焦新能源上游资源,前 十大权重股为北方稀土(600111)、中国稀土(000831)、中国铝业(601600)等,精准捕捉稀土永 磁、军工等高端制造升级红利 ...
为区域能源转型注入强劲动力 常山北明石家庄市能投公司深泽风电项目首台风机完成吊装
Xin Lang Cai Jing· 2025-08-24 04:07
"首台风机吊装完成是项目建设的里程碑。"常山北明石家庄市能投公司相关负责人表示,面对时间紧任务重,汛期施工难度大等问题,该公司全体员工将 继续发扬"不畏艰难、百折不挠"的精神,以高标准严要求规范施工作业,继续推进后续15台风机的吊装及配套工程建设,全力以赴确保项目按期全容量并 网发电。 运营|石家庄广播电视台新媒体中心 来源|石家庄日报记者 范玉蕾 编辑|王恩 责编|胡光 转自:石家庄发布 记者从石家庄常山北明科技股份有限公司获悉,由该公司所属石家庄市能投公司投资建设的深泽县210MW风电项目(一期100MW)首台风机,于近日顺 利完成吊装。 随着巨大风轮在160米高的塔架顶端精准就位,标志着这一市级重点新能源项目全面转入风机吊装攻坚期,为项目如期并网发电奠定了坚实基础,更为区 域绿色能源转型注入新的强劲动力。 作为全市唯一一家从事风力发电的市属国有新能源企业,能投公司在风机吊装过程中充分展现了国企担当与责任,切实抓实抓好事关安全和质量的细节管 理工作。施工团队严格按照操作规程和安全规范,克服高空作业风险、构件吊装精度控制等难点,通过提前规划吊装路线、配备专业吊装设备、实施全程 安全监护等措施,确保了风机主机 ...
磷酸铁锂巨头募资20亿扩产!
鑫椤锂电· 2025-08-22 07:51
| 序号 | 项目名称 | 项目投资总额 | 拟投入募集资金额 | | --- | --- | --- | --- | | 1 | 11 万吨高性能磷酸盐型正极材料项目 | 100,000.00 | 80,000.00 | | 2 | 8.5 万吨高性能磷酸盐型正极材料项目 | 79,000.00 | 60,000.00 | | 3 | 补充流动资金 | 60,000.00 | 60,000.00 | | | 合计 | 239,000.00 | 200,000.00 | 同日,龙蟠科技发布2025年半年度报告。2025年上半年,公司实现营业收入36.22亿元,同比增长 1.49%;实现归母净利润-8515.34万元,较上年同期-2.22亿元大幅减亏;实现扣非后归母净利润-1.32 亿元,较上年同期-2.98亿元亦大幅减亏。业绩增长原因系公司拓展新客户、海外产能及原材料产能释 放、产品竞争力增强等。 据定增预案及半年报,当前市场新能源汽车和储能发展空间广阔,公司将通过此次定增把握绿色能源转型 机遇,扩张先进产能,提升产品供应能力。 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂 ...
龙蟠科技: 江苏龙蟠科技集团股份有限公司2025年度向特定对象发行A股股票募集资金使用可行性分析报告
Zheng Quan Zhi Xing· 2025-08-21 16:36
股票简称:龙蟠科技 股票代码:603906 (南京市经济开发区恒通大道 6 号) 江苏龙蟠科技集团股份有限公司 募集资金使用可行性分析报告 二〇二五年八月 江苏龙蟠科技集团股份有限公司(以下简称"公司")为深入落实公司发展 战略,把握新能源汽车和储能市场快速发展机遇,进一步提升公司核心业务竞争 力,拟向特定对象发行 A 股股票(以下简称"本次发行")。公司对本次发行募 集资金运用的可行性分析如下: 一、募集资金使用计划 本次向特定对象发行 A 股股票募集资金总额不超过人民币 200,000.00 万元 (含本数),扣除相关发行费用后的募集资金净额拟用于以下项目: 单位:万元 序号 项目名称 项目投资总额 拟投入募集资金额 合计 239,000.00 200,000.00 在本次发行募集资金到位前,公司将根据募集资金投资项目的实际情况,以 自筹资金先行投入,并在募集资金到位后按照相关规定的程序予以置换。募集资 金到位后,若扣除发行费用后的实际募集资金净额少于拟投入募集资金总额,在 本次发行募集资金投资项目范围内,公司将根据实际募集资金数额,按照项目的 轻重缓急等情况,调整并最终决定募集资金的具体投资项目、优先顺 ...
国资委主任张玉卓:强化提质增效加速转型升级 筑牢国家能源安全基石
Xin Lang Cai Jing· 2025-08-21 00:52
Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need to enhance energy supply capabilities and focus on core responsibilities in the oil and gas sector [1] - There is a call for increased domestic oil and gas exploration and development efforts, as well as active participation in the national strategic reserve system [1] - The importance of optimizing overseas oil and gas resource allocation and expanding energy supply channels is highlighted [1] Industry Focus - The need for transformation in the energy sector is stressed, with a focus on increasing the production of efficient oil products and high-value-added chemical products [1] - The development of independent innovation capabilities is crucial, particularly in breakthrough technologies related to deepwater exploration, new areas, and high-end new materials [1] - Accelerating the transition to green energy and building a high-end chemical products and new materials industry chain is a priority [1]
募资20亿元!603906看好正极材料市场需求
Shang Hai Zheng Quan Bao· 2025-08-20 16:00
具体来看,龙蟠科技主要从事磷酸铁锂正极材料和车用环保精细化学品的研发、生产和销售,并且作为全球主要的磷酸铁锂正极材料厂商,与宁德时代、 LG新能源、瑞浦兰均、欣旺达、楚能新能源、Blue Oval等著名锂离子电池厂商建立了良好的业务往来。 | 序号 | 项目名称 | 项目投资总额 | 拟投入募集资金额 | | --- | --- | --- | --- | | 1 | 11 万吨高性能磷酸盐型正极材料项目 | 100,000.00 | 80,000.00 | | 2 | 8.5 万吨高性能磷酸盐型正极材料项目 | 79,000.00 | 60.000.00 | | 3 | 补充流动资金 | 60,000.00 | 60,000.00 | | | 合计 | 239,000.00 | 200,000.00 | 同日,龙蟠科技发布2025年半年度报告。2025年上半年,公司实现营业收入36.22亿元,同比增长1.49%;实现归母净利润-8515.34万元,较上年同期-2.22 亿元大幅减亏;实现扣非后归母净利润-1.32亿元,较上年同期-2.98亿元亦大幅减亏。业绩增长原因系公司拓展新客户、海外产能及原材料产能释放 ...
中国宏桥(01378.HK):电解铝+氧化铝量价齐升 回购彰显发展信心
Ge Long Hui· 2025-08-19 10:48
Core Viewpoint - The company reported a strong performance in H1 2025, with revenue and net profit growth, driven by increased aluminum prices and operational efficiency [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 81.04 billion yuan, a year-on-year increase of 10.1%, and a net profit of 13.55 billion yuan, up 35.4% year-on-year, aligning with previous forecasts [1]. - The company's net profit attributable to shareholders was 12.36 billion yuan, reflecting a 35.0% increase year-on-year [1]. Segment Performance - **Electrolytic Aluminum**: Revenue reached 51.88 billion yuan, a 5.2% increase year-on-year, with sales volume of 2.906 million tons, up 2.4%. The average selling price rose to 17,853 yuan/ton, a 2.7% increase [1]. - **Alumina**: Revenue was 20.66 billion yuan, a 27.5% increase year-on-year, with sales volume of 6.368 million tons, up 15.6%. The average selling price increased by 10.3% to 3,243 yuan/ton [1]. - **Aluminum Processing**: Revenue reached 8.07 billion yuan, a 6.5% increase year-on-year, with sales volume of 392,000 tons, up 3.5%. The average selling price was 20,615 yuan/ton, a 2.9% increase [1]. Share Buyback and Dividends - The company spent 2.61 billion Hong Kong dollars on share buybacks in H1 2025 and plans to allocate no less than 3 billion Hong Kong dollars for buybacks in the future, indicating strong confidence in its development [2]. - The company aims to maintain a stable high dividend payout rate, with a dividend rate of 63.4% for 2024 [2]. Future Outlook - The company has a well-integrated industrial chain with a total electrolytic aluminum capacity of 6.459 million tons and alumina capacity of 21 million tons, ensuring strong raw material supply [3]. - A decline in thermal coal prices is expected to enhance cost advantages and improve earnings elasticity [3]. - The shift of electrolytic aluminum capacity to Yunnan, supported by green energy, is anticipated to contribute to long-term growth [3]. - The company is also expanding into iron ore resources through its stake in the Guinea iron ore project, which may provide additional investment returns [3]. Investment Recommendations - The upward trend in aluminum prices and significant cost advantages are expected to enhance earnings elasticity, with projected net profits of 24.93 billion yuan, 25.89 billion yuan, and 27.24 billion yuan for 2025-2027, corresponding to PE ratios of 8, 8, and 7 times [4].
实现航运可持续转型需要想象力——访华光海运有限公司执行董事长赵式庆
Sou Hu Cai Jing· 2025-08-16 03:02
Group 1 - Zhao Shiqing, the Executive Chairman of Huaguang Shipping, has been appointed as a board member of the Global Maritime Forum, highlighting the increasing influence of Chinese shipping leaders in international organizations [1] - The appointment reflects the international dimension of maritime value chain collaboration and emphasizes the need for collective wisdom to address current challenges [1][2] - Zhao Shiqing's leadership in Hong Kong and his vision for green energy development are recognized as unique values in the maritime industry [1][2] Group 2 - Huaguang Shipping has transformed from a single shipowner to a comprehensive shipping group, leading the industry in exploring transformation paths through the integration of tradition and innovation [2] - The company is actively involved in international maritime exchanges and cooperation, aiming to build bridges for dialogue between Chinese and foreign maritime sectors [2][3] Group 3 - Zhao Shiqing has identified a new trend in global cooperation amid geopolitical changes, emphasizing the desire of international stakeholders to understand China's development [3] - He proposes injecting more Chinese wisdom into industry consensus and creating a sustainable global shipping ecosystem through collaborative mechanisms [3][4] Group 4 - The Global Maritime Forum serves as an important platform for promoting collaboration in the global maritime value chain, and Zhao Shiqing aims to integrate Chinese perspectives into global discussions [4][6] - He plans to facilitate communication between Chinese shipping enterprises and global stakeholders, including governments and international organizations [4][5] Group 5 - Huaguang Shipping has established four core operational segments: shipowning, ship management, bulk cargo operations, and the newly formed Huaguang Energy [8][9] - The company aims to diversify its operations further by enhancing business specialization, capital utilization, geographical expansion, and new business development [8][9] Group 6 - The company is focusing on full industry chain cooperation, exemplified by its LNG shipbuilding project in collaboration with China Gas and China Shipbuilding Leasing [9][10] - Huaguang Shipping seeks to strengthen its knowledge partnerships with maritime universities and research institutions in new energy fields [9][10] Group 7 - The balance between historical experience and disruptive technology is crucial for the shipping industry, with Huaguang Shipping aiming to evolve into a smart shipping enterprise [10][11] - The company emphasizes the importance of embracing change and collaboration across industries to achieve sustainable transformation [11][12] Group 8 - Zhao Shiqing envisions two potential futures for the shipping industry by 2030, one characterized by effective globalization and clean energy transition, and the other by fragmentation and protectionism [13][14] - The industry must focus on global collaboration and redesigning economic models to achieve sustainable development and carbon neutrality [14][15]
险资再出手!垃圾焚烧成长性陆续兑现!
Sou Hu Wang· 2025-08-12 13:29
Group 1 - Insurance capital is an important source of medium to long-term funds in the capital market, with increased market entry space due to low interest rates and regulatory changes [1] - In 2023, insurance capital made 9 equity stakes in A-shares and H-shares, increasing to 20 in 2024, with 21 stakes made in the first seven months of this year [1] - Stable profit and high dividend yield assets such as banks, public utilities, and environmental protection are favored by insurance capital, with waste incineration being particularly attractive due to its demand characteristics and stable operational performance [1] Group 2 - The waste incineration industry is experiencing accelerated development in heat supply business, with leading companies improving energy efficiency and achieving high certainty in performance growth [2] - Mergers and acquisitions are speeding up, with companies leveraging financial and technical advantages for scale expansion, leading to increased industry concentration [2] - Companies like Huanlan Environment and Zhongke Environmental Protection have reported mid-term performance forecasts, confirming the trends of heat supply and mergers in the industry [2] Group 3 - Huanlan Environment expects a net profit of approximately 967 million yuan for the first half of 2025, a year-on-year increase of about 9%, driven by new consolidations and operational efficiencies [3] - Zhongke Environmental Protection reported a net profit of 196 million yuan for the first half of 2025, a year-on-year increase of 19.83%, attributed to business expansion and project capacity release [3] - Zhongke Environmental Protection is recognized as a benchmark in the waste incineration industry for its heat supply model, with a significant compound annual growth rate in net profit and cash flow [3] Group 4 - Mergers and acquisitions are crucial for Zhongke Environmental Protection's performance growth, with successful projects enhancing profitability significantly [4] - The company has completed several acquisitions in heat supply projects, demonstrating effective resource integration and operational excellence [4] - The ongoing green energy transition and merger wave are driving high-quality development in the waste incineration sector, with positive investment returns expected [4]
国富氢能与德国Hemtron签署液氢战略合作协议
Zhi Tong Cai Jing· 2025-08-08 00:48
Core Insights - Guofu Hydrogen (02582) has officially established a deep cooperation with Germany's Hemtron GmbH, focusing on key segments of the liquid hydrogen industry chain to support the global hydrogen energy industry's large-scale development [1][2] - The collaboration signifies a strategic integration of strengths and technological complementarity between the two companies, marking a significant step for Guofu Hydrogen in international cooperation and the large-scale application of hydrogen energy [2] Company Overview - Guofu Hydrogen is a leading domestic hydrogen energy enterprise, driven by core technological innovation, with strong capabilities in hydrogen equipment manufacturing and supply chain solutions, holding multiple proprietary key technologies [1] - Hemtron GmbH, a platform enterprise under Oilinvest B.V., possesses technical expertise and project experience in hydrogen liquefaction plant construction, hydrogen station layout, and low-temperature storage and transportation [1] Collaboration Details - The cooperation will focus on the liquid hydrogen supply chain, aiming to create flexible and efficient "non-pipeline" liquid hydrogen solutions, while integrating global high-quality hydrogen energy technology resources to promote the construction and application of liquid hydrogen infrastructure in Europe [1] - The project will emphasize collaborative optimization across the entire chain, planning to jointly advance multiple projects covering hydrogen liquefaction, liquid hydrogen tank transportation, and hydrogen stations [1] - The partnership will also directly connect with upstream processes such as new energy power generation and water electrolysis for hydrogen production, aiming to achieve low-carbon hydrogen production paths based on green renewable energy while effectively controlling costs [1]