证券日报网1月9日讯 ，安泰科技在接受调研者提问时表示，2025年，公司非晶产业继续保持稳健增长 态势。上半年，非晶产业实现营业收入5.08亿元，同比增长12.88%；净利润4064万元，同比大幅增长 81.8%。下半年海外出口受客观因素影响略有下降，但纳米晶带材销售保持增长，铁芯产品出口也首次 突破600吨。在国内立体卷变压器用带材市场，单月销量首次突破1800吨，进一步巩固了领先地位；同 时，新建的1万吨非晶带材项目已按期投产验收，这将显著提升公司对高端节能变压器市场供应能力。 未来公司将持续深耕绿色输配电领域，把握能效提升政策机遇，扩大在立体卷变压器等高效节能产品中 市场份额；另一方面，加大研发力度，重点关注新兴市场机会，但目前新兴市场尚未对公司产生营业收 入。此外，公司将积极联合下游客户推动产品研发与技术突破，并深度参与行业标准制定以强化生态引 领力，为公司构建新的增长格局。 （文章来源：证券日报） ...

在河西走廊西端，一座现代化风电装备制造高地正在崛起。酒泉经济技术开发区内，满载储能设备的运 输车列队待发，厂房内的数字化生产线全速运转……1月6日，国网酒泉供电公司组织工作人员走进甘肃 旭晶新材料公司，围绕设备超负荷隐患排查、能效精准分析与定制化用电策略，开展"双碳"导向专项用 电服务，以专业电力保障为这家新材料科创企业的绿色量产之路保驾护航。 蓝宝石晶体长晶、切磨抛等核心工序对电力稳定性和持续性要求极高，高负荷易引发线路过载、设备老 化等隐患，影响产品成品率与生产效率。该公司工作人员对企业配电室开展全方位用电"体检"，检查设 备运行记录、核查负荷状态、监测电流电压，建立闭环管理机制，筑牢电力安全防线。建立"排查-整 改-复查"管理闭环机制，确保隐患清零，为企业生产筑牢电力安全防线。 在能效提升上，该公司工作人员化身"电参谋，深度分析企业用电结构，针对性提出优化电力系统配 置、错峰安排高耗能工序等建议，助力企业降低能耗与用电成本、减少碳排放、缓解电网压力，实现经 济与环境效益双赢。 甘肃旭晶新材料深耕蓝宝石衬底制造领域，是该赛道核心科创企业，产品广泛应用于新能源、消费电子 等低碳产业，四英寸衬底量产项目填补区 ...

转自：前瞻产业研究院 行业主要上市公司：西子洁能(002534)、华光环能(600475)、川润股份(002272)、海陆重工(002255)、华 西能源(002630)、东方锅炉(600786)等。 以下数据及分析来自于前瞻产业研究院锅炉制造研究小组发布的《中国锅炉制造行业市场前瞻与节能技 术分析报告》 1、政策历程图 从国家层面的政策出台进程来看，我国锅炉产品逐步向节能化、环保化、人性化发展。"十三五"规划中 提到，实施全民节能行动计划，全面推进工业、建筑、交通运输、公共机构等领域节能，实施锅炉(窑 炉)、照明、电机系统升级改造及余热暖民等重点工程，我国锅炉行业进入集约化发展阶段。 | 时间 | 发布部门 | 政策名称 | 重点内容 | 政策性质 | | --- | --- | --- | --- | --- | | 2025/4/17e 国家市场监督 | | 《锅炉安全提升行动 | 该方案是 2025 年内针对锅炉制造与使用领域的 | 规范类( | | 管理总局(2 | | 方案》(2 | 一项关键国家级政策,核心目标是消除小型锅炉的 | | | | | | 安全隐患、降低电站锅炉安装环节风险,并全面提 ...

Core Viewpoint - Tianshan Aluminum Group has initiated the first batch of electrolytic cells for its 1.4 million tons green low-carbon energy efficiency enhancement project, aiming to comply with national energy-saving and low-carbon policies [1][2]. Group 1: Project Overview - The project involves upgrading the company's electrolytic aluminum production capacity using advanced energy-saving technology, which includes full graphitization cathode blocks and new energy-saving cathode structures [1]. - Upon completion, the company's electrolytic aluminum production capacity will reach the approved capacity of 1.4 million tons per year, with electricity consumption for aluminum liquid expected to achieve industry-leading levels [2]. Group 2: Competitive Advantage - The project will rely on external green electricity as an energy source, which will increase the proportion of green electricity in the company's energy mix, thereby enhancing its competitive advantage in electricity costs and accelerating the green transformation of its electrolytic aluminum business [2]. Group 3: Bond Redemption and Share Pledge - The controlling shareholder, Jincheng Energy, has fully redeemed and delisted two series of exchangeable bonds, with the redemption prices being RMB 100.4808 and RMB 100.4466 per bond for the first and second series, respectively [4][5]. - Following the redemption, Jincheng Energy has also released part of its pledged shares, indicating a stable financial situation and no immediate risk of forced liquidation or transfer of control over the company [6].

Core Viewpoint - Guangzhou Haote Energy Conservation and Environmental Protection Technology Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, with GF Securities and Shenwan Hongyuan Hong Kong as joint sponsors [1] Company Overview - Haote Energy Conservation is a leading energy management solutions provider in China, focusing on the data center segment. The company offers a full lifecycle service system for energy management solutions, including consulting, design, equipment selection, project integration, and system maintenance [4] - The company's solutions are widely applied in data centers (including AI computing power data centers and edge data centers), smart industrial parks, smart factories, and multi-purpose commercial complexes, covering a broad range of scenarios [4] - According to Frost & Sullivan, by 2024, Haote Energy Conservation is the fifth largest neutral operator data center energy management solutions provider in China and the ninth largest overall in the data center energy management solutions market [4] Market Dynamics - The market for neutral operator data center energy management solutions in China has been expanding significantly, with the market size projected to grow from RMB 11.2 billion in 2020 to RMB 25.7 billion in 2024, representing a compound annual growth rate (CAGR) of 23.1%. The market is expected to reach RMB 83.9 billion by 2029 [5] - Key drivers of this growth include increased demand for AI computing, ongoing digital transformation, energy efficiency improvements, data security and regulatory trends, and the transition to low-carbon and green energy [5] - The data center energy management solutions market in China is relatively fragmented, with over 100 participants expected by 2024. The top ten companies hold a market share of 57.9% [5] Financial Performance - For the six months ending June 30, 2022, 2023, 2024, and 2025, the company reported revenues of approximately RMB 793 million, RMB 858 million, RMB 1.018 billion, and RMB 754 million, respectively. The total profit and comprehensive income for the same periods were approximately RMB 39.1 million, RMB 70.2 million, RMB 75.9 million, and RMB 50.5 million [7][8] - The company has shown a consistent increase in revenue, with a notable rise in profit margins over the years, indicating a positive financial trajectory [7][8]

Core Insights - The project aims to enhance energy efficiency in 12 hotels rated four stars and below in Jordan, supported by the UNDP and local authorities [1] - The total investment for the project is approximately 300,000 Jordanian Dinars, with the Ministry of Energy and Mineral Resources and the Aqaba Special Economic Zone Authority each covering about 25% of the implementation costs [1] - The energy-saving measures are expected to save around 260 MWh of energy annually, reduce electricity costs by approximately 21,000 Jordanian Dinars, and decrease carbon emissions by 135 tons [1] Investment and Economic Impact - The project represents a collaborative effort between government entities and international organizations to improve energy efficiency in the hospitality sector [1] - The financial commitment from local authorities indicates a strong investment in sustainable practices within the tourism industry [1] - The anticipated annual savings in energy and costs highlight the potential for significant economic benefits for the participating hotels [1]

Core Insights - The majority of companies listed on the Beijing Stock Exchange (BSE) are experiencing significant profit growth, with 9 out of 10 companies forecasting increased earnings for the first half of the year [1][2] - Key drivers for this growth include product innovation, cost control, and strong market demand, particularly in emerging industries [2][3] Group 1: Company Performance - Kairun Intelligent Control expects a net profit increase of 7006.45% to 8783.06%, with profits projected between 12 million to 15 million yuan, attributed to production optimization and market demand from carbon neutrality policies [1] - Huifeng Diamond forecasts a net profit of 38 million to 42 million yuan, representing a year-on-year growth of 50.12% to 65.92%, driven by strong demand in various emerging sectors [1][3] - Chenguang Cable anticipates a net profit of 25 million to 28 million yuan, reflecting a growth of 95.96% to 119.48%, due to improved production management and cost control [2] - Better Energy expects a net profit of 850 million to 1 billion yuan, with a growth of 16.37% to 36.91%, supported by strong global demand for lithium-ion batteries [2] Group 2: Industry Trends - The performance of newly listed companies on the BSE is notably strong, with many classified as specialized and innovative enterprises [2] - The overall trend indicates that product innovation and effective cost management are crucial for the profitability of BSE-listed companies [2][3] - Bond Shares projects a net profit of approximately 34 million yuan, a 61.53% increase, due to customer retention and automation investments [3]

Core Insights - The 2025 World Clean Energy Equipment Conference (WCCEE2025) will be held from September 16-18 in Deyang, Sichuan Province, focusing on the innovation and development of the clean energy equipment industry [2][3] - The conference aims to gather key players from the global clean energy sector, including leading enterprises, industry representatives, research institutions, and financial investors [2][3] Group 1: Conference Highlights - **Professional Focus**: The conference will cover the entire clean energy equipment industry chain, including efficient coal equipment, hydropower, wind power, photovoltaics, nuclear power, biomass energy equipment, new energy storage, smart grids, and efficient power transmission [2] - **Diverse Participation**: It will bring together leaders from the global supply chain, key user industries, research institutions, universities, and financial institutions to build an industry ecosystem [2][3] - **Innovation Leadership**: The event will showcase the latest technological innovations and discuss paths for equipment smart upgrades, digital transformation, and the integration of new information technologies with equipment [3] Group 2: International Cooperation and Activities - **International Cooperation**: The conference will feature high international participation, attracting representatives from international organizations, foreign government officials, and multinational corporate executives, promoting policy communication and technical exchanges [3] - **Rich Activities**: A comprehensive activity matrix will be constructed, including an opening ceremony, keynote sessions, specialized meetings, exhibitions, market matchmaking, and site visits, covering topics like smart manufacturing and green finance [3] - **Successful Preparations**: The preparation for the conference is progressing smoothly, with numerous domestic and international experts and enterprises confirming their attendance [3]

Core Viewpoint - The 2025 World Clean Energy Equipment Conference will be held from September 16 to 18 in Deyang, Sichuan, focusing on the innovative development of the entire clean energy equipment industry chain [1][3]. Group 1: Conference Overview - The conference will gather leading enterprises, key industry representatives, research institutions, and financial professionals to build an industrial ecosystem [3]. - It will cover core areas of the clean energy equipment industry, including efficient coal equipment, hydropower, wind power, photovoltaics, nuclear power, biomass energy, new energy storage, smart grids, and efficient transmission and transformation [3]. - The event aims to showcase the latest technological innovations and discuss paths for intelligent upgrades and digital transformation in equipment [3]. Group 2: China's Clean Energy Landscape - China has established the world's largest and fastest-growing clean energy system, with hydropower, wind power, and photovoltaic installed capacity ranking first globally for several consecutive years [3]. - By 2025, China's nuclear power capacity is expected to become the largest in the world for the first time [3]. - Significant global-impact equipment, such as the world's largest 26 MW offshore wind turbine and the first 300 MW compressed air energy storage power station, have been developed [3]. Group 3: Global Integration and Cooperation - China's clean energy equipment not only supports domestic energy transformation but also actively integrates into the global energy network [3]. - Through initiatives like the Belt and Road energy cooperation, China's hydropower units assist energy construction in mountainous countries like Nepal and Peru [3]. - Wind turbine exports have seen a growth rate exceeding 20% in the first half of this year [3]. Group 4: Conference Structure and Themes - The conference will adopt a "1+1+N" model, including an opening ceremony, keynote sessions, multiple in-depth thematic meetings, an exhibition, and market matchmaking events [4]. - Topics will extend to intelligent manufacturing, green finance, and industrial integration, which are critical support areas [4].

Core Viewpoint - The International Energy Agency (IEA) has released the "Energy Efficiency Policy Toolkit 2024," aimed at accelerating global energy efficiency improvements to support the goal of net-zero emissions by 2050. The toolkit emphasizes the importance of energy efficiency in enhancing quality of life, ensuring energy security, and facilitating the transition to clean energy [1][2][6]. Summary by Relevant Sections Policy Framework - The toolkit is designed to assist governments in implementing a combination of regulatory, informational, and incentive-based policies to double the rate of global energy efficiency improvements by 2030 [7][28]. - It builds on previous policy frameworks and emphasizes the need for a multi-faceted approach to energy efficiency across various sectors [7][12]. Sector-Specific Strategies - **Buildings**: New regulations mandate zero carbon emissions for new buildings, while existing buildings must set renovation targets. Energy performance certificates will enhance transparency, and subsidies will lower the cost of energy-efficient upgrades [1][28]. - **Appliances**: Minimum efficiency standards will phase out low-efficiency products, and energy labels will aid consumer decision-making. Financial incentives will reduce the cost of purchasing energy-efficient appliances [1][18]. - **Industry**: Minimum efficiency standards for motors will drive technological upgrades, and energy efficiency networks will promote knowledge sharing. The toolkit also includes measures to link energy efficiency with market mechanisms [1][20]. - **Vehicles**: Fuel economy standards will reduce emissions, and energy labels will provide consumer guidance. Subsidies for electric vehicles will accelerate their adoption [1][22]. Additional Focus Areas - The toolkit also addresses energy-efficient cities, clean cooking solutions, and energy efficiency financing, highlighting the importance of digital innovation and international cooperation [2][23]. - It aims to provide a systematic framework for energy efficiency improvements through coordinated actions across multiple sectors and policy types [2][28]. Strategic Principles - The toolkit outlines ten strategic principles to guide policymakers in enhancing and expanding existing energy efficiency measures, emphasizing the need for broad societal participation and international collaboration [10][11].