6月25日晚间，晋景新能发布了截至2025年3月31日止年度的年度业绩报告，翻阅过后，笔者认为"惊 喜"二字最适合概括这份业绩。 报告期内，晋景新能全年实现营业收入8.7亿港元，同比大幅增长92.3%，创下历史最高记录。与此同 时，其盈利能力的大幅提升更令人侧目。数据显示，公司毛利实现1.03亿港元，同比增幅高达266.8%； 归属股东净亏损从去年同期的7890万港元大幅收窄至1570万港元，距离盈亏平衡仅一步之遥。值得注意 的是，报告期内公司的经调整EBITDA实现扭亏为盈，从去年同期的-4010万港元增加至4480万港元。 公司自2022年获取香港首块动力电池处置牌照起步，逐步构建起涵盖运输、出口及拆解的全套资质壁 垒，彻底打通电池回收的合规通道。这一布局在本财年迎来收获期：逆向供应链业务不仅贡献了超过一 半的营收增量，其毛利率的跃升更表明技术壁垒正在转化为定价能力。 进一步拆解晋景新能的增长动力，可以看到，有两大引擎尤为关键。 在纵向链条整合上，公司通过收购本地领先的再生资源企业，将业务触角延伸至电池回收全生命周期， 紧密串联起动力电池回收利用的上下游环节——从前端收集网络、中端拆解检测到后端资源再生利 ...

Group 1: Green Consumption Trends - The low-carbon concept is increasingly embraced by consumers, leading to a rise in the purchase of energy-efficient products and the trading of idle items, particularly in the home appliance sector [1][4] - The "old-for-new" policy and green concepts have made energy-efficient appliances more appealing, with first-level energy efficiency products becoming the preferred choice for many consumers [2][4] - The sales generated from the "old-for-new" program have reached 1.1 trillion yuan since 2025, significantly boosting green consumption and industrial upgrades [4] Group 2: Production Innovations - Leading manufacturers are focusing on reducing emissions from the source, with designs emphasizing "lightweight and low energy consumption" [2] - A significant portion of materials used in appliances, such as refrigerators, is now recyclable, with 70%-80% of components made from recyclable materials [2] - The production process has been enhanced with environmentally friendly practices, such as the use of non-spray coating techniques in assembly [2] Group 3: Recycling and Circular Economy - The recycling process for old appliances is becoming more efficient, with facilities capable of quickly breaking down and sorting materials for reuse [2] - The demand for recycling is increasing, prompting companies to upgrade their smart production lines to handle the growing volume of waste [2] - The second-hand market is thriving, with a 40% year-on-year increase in second-hand recovery orders and a 43% increase in second-hand transaction orders as of May 2025 [14] Group 4: Clean Energy Development - The clean energy sector is rapidly expanding, with a significant increase in installed photovoltaic capacity, surpassing 1 billion kilowatts [21][23] - The share of clean energy in Xinjiang's total installed capacity has reached 60%, with ongoing projects expected to add 13.6 million kilowatts of new energy generation [20][30] - The government is streamlining the approval process for clean energy projects, enhancing support for the development of renewable energy [18][19] Group 5: Energy Efficiency and Carbon Reduction - The focus on energy efficiency is crucial for reducing fossil fuel consumption and enhancing clean energy production capabilities [29] - The construction of high-voltage transmission lines is being accelerated to improve the delivery capacity of renewable energy [30] - By 2027, the goal is to achieve a renewable energy utilization rate of no less than 90% across the country [31]

近年来，大鹏新区以旅游和海洋经济为核心，构建"出国旅游替代、运动达人天堂、海洋经济集聚、清 洁能源基地"发展格局。在产业布局上，深圳海洋大学（筹）东校区封顶，深海科考中心、海洋博物馆 有序推进；国家管网深圳LNG应急调峰站等能源项目投产，"大鹏LNG走廊"接卸量全国第一；低空经济 产业园投用，全球商业遥感卫星接收站网总部开工。文旅领域，地中海俱乐部粤港澳首店、洲际英迪格 野奢酒店等21个项目落地，全球最大乐高乐园单体建筑封顶。 【深圳商报讯】（记者 张宇婷 张妍）5月13日，"央地国企深圳行——海洋专场"大鹏站活动在坝光展厅 举办。活动由深圳市委组织部、市国资委等多部门主办，以"央地联动 逐梦山海"为主题，邀请40余家 央企、国企实地考察大鹏新区投资环境。现场重点推介产业规划、扶持政策及人才政策，并达成9个央 地合作项目签约，涵盖海洋科技、文旅融合、能源循环等领域，总投资额超74亿元。其中包括中国农业 科学院深圳农业基因组研究所（大鹏湾实验室）AI驱动的植物细胞自动化生物制造大科学设施与中试 平台项目、中集海洋工程有限公司中集普乐方海上渔旅综合体项目等央地合作项目，为区域发展注入新 动能。 作为深圳建设世界级 ...