建立国际互认的"绿色标签"体系，以零碳园区为试点，推动与主要贸易伙伴开展绿色认证合作。引 入国际权威第三方认证机构进驻园区，提供绿色认证、碳足迹审核和合规服务。以绿电为核心，加快园 区绿电消费标准与国际核算和认证体系对接，推动标准制定、认证衔接和核算应用等实质性合作。充分 发挥中国绿证交易平台、绿证绿电服务中心的作用，结合企业出口的实际需求，提供个性化的绿电与绿 证服务。推动园区龙头企业、国际采购商与物流服务商组建绿色供应链联盟，制定统一减排目标和认证 标准，推动碳标签、绿电等绿色产品标准的国际协同与互认，提升我国在全球绿色贸易规则重构中的制 度性影响力。 促进能源结构与出口结构协同，加快建立绿色贸易金融支撑体系。探索"以绿制绿"模式，确保能源 端与产品端的低碳属性。鼓励各地区立足产业基础与资源禀赋，因地制宜发展契合国际绿色需求的产 业。能源优势地区可加快探索和发展绿电制氢、储能、新能源装备制造，资源密集型地区应加快传统产 业的低碳改造与绿色升级，沿海外向型地区则可聚焦绿色航运、绿色物流和出口导向型低碳制造，形成 差异化绿色出口优势。强化绿色金融供给，构建多层次差异化的金融支持体系，针对园区内出口企业开 发绿 ...

经营范围含许可项目：电气安装服务；输电、供电、受电电力设施的安装、维修和试验；发电业务、输 电业务、供（配）电业务；供电业务；建设工程施工（依法须经批准的项目，经相关部门批准后方可开 展经营活动，具体经营项目以审批结果为准）光伏设备及元器件制造；新兴能源技术研发；储能技术服 务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；光伏发电设备租赁；太阳能热 利用产品销售；太阳能热发电产品销售；机械设备租赁；太阳能热发电装备销售；光伏设备及元器件销 售；发电机及发电机组销售；电气设备销售；机械电气设备制造；太阳能发电技术服务；工程管理服 务；机械电气设备销售；风力发电技术服务；智能输配电及控制设备销售；通用设备制造（不含特种设 备制造）（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 企业名称射阳松泰新能源装备制造有限公司法定代表人黄启银注册资本500万人民币国标行业电力、热 力、燃气及水生产和供应业>电力、热力生产和供应业>电力生产地址射阳县射阳港经济开发区人民东 路2号企业类型有限责任公司营业期限2025-8-22至无固定期限登记机关射阳县政务服务管理办公室 来源：金融界 天眼查显示，近日 ...

证券代码： 002531 证券简称：天顺风能 天顺风能(苏州)股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动 类别 ☑ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 ☑ 其他：电话会议 参与单位名称及 人员姓名 参会人员名单见后续附表 时间 2025 年 08 月 22 日(周五) 上午 9:00-10:00 地点 电话会议 上市公司接待人 员姓名 1、董事会秘书 朱彬； 2、投资者关系总监 邓子龙； 交流内容及具体 问答记录 一、公司经营情况介绍 2025 年上半年，天顺风能坚定推进"新能源装备制造+零碳 实业发展"双轮驱动战略，持续深化战略转型与全球化布局。 海工装备制造板块优化全球产能布局，广东阳江基地进入投 产冲刺阶段，射阳二期扩建启动，德国基地建设稳步推进，面向 "国内 + 海外"多元市场形成协同业务体系，依托通州湾基地 拓展高附加值海工业务；零碳实业板块在风电资源开发等方面取 得阶段性进展，在建项目按计划推进，绿电交易探索取得进展， 自营电站并网容量的增长也提升了财务韧性。展望下半年，公司 将坚持"制造 + 服务 ...

Economic News - The Ministry of Industry and Information Technology held a meeting on August 19 to discuss the photovoltaic industry, emphasizing the importance of regulating competition and promoting sustainable development [1] - The European Union plans to prepare a new round of sanctions against Russia by September, aiming to support Ukraine [1] - Shanghai's government released an implementation plan to accelerate the development of "AI + manufacturing," targeting the integration of AI technology into the manufacturing sector [1] - The People's Bank of China announced the latest Loan Prime Rate (LPR) on August 20, with the 5-year LPR remaining at 3.5% and the 1-year LPR at 3% [1] - The 24th meeting of special representatives on the China-India border issue was held in New Delhi, resulting in a 10-point consensus [1] - Hainan released a new management method for high-demand talent enjoying personal income tax preferential policies, optimizing the previous version [1] Company Insights - Apple has entered large-scale production of the iPhone 17, with Foxconn ramping up hiring at its Zhengzhou factory [6] - DeepSeek upgraded its online model to version 3.1, expanding context length to 128k [6] - NIO announced a price reduction of 20,000 yuan for its 100 kWh battery pack, effective August 19, which will lower the price of vehicles equipped with this battery [6] Market Analysis - The report indicates a gradual strengthening of a slow bull market, with the market breaking through the 3400-point level and showing increased trading activity [9] - The report suggests that the market is expected to target the 4000-point level, with a transition from a virtual to a real economy, providing a foundation for the slow bull market [10] - The focus for investment should be on large technology sectors, particularly in AI, robotics, and innovative pharmaceuticals, as these areas are expected to drive future growth [11] Company Performance - Daya Co. reported a 4.19% decrease in revenue for the first half of 2025, but achieved a net profit of 0.42 billion yuan, compared to a loss in the previous year [21] - The company’s gross profit increased by 30% in the first half of 2025, with a gross margin rising to 7.74% [22] - The company is investing approximately 1.485 billion yuan in a production base in Morocco, which is expected to enhance its international competitiveness and reduce shipping costs [24] - The company plans to achieve an integrated energy supply model by 2026, combining solar, wind, and biomass energy [25] Industry Trends - The lithium battery equipment industry is expected to see significant growth, driven by the demand for electric vehicles and energy storage solutions [34] - The report highlights the advantages of dry electrode technology over traditional wet methods, predicting a shift towards this technology in the future [38] - The overall market for solid-state battery equipment is projected to grow significantly, with a compound annual growth rate of 70% from 2024 to 2029 [37]

Core Insights - Jilin Province's Songyuan City is leveraging its wind and solar energy resources to establish new energy as a breakthrough for industrial transformation and upgrading [1] - In 2024, Songyuan City is expected to complete fixed asset investment of 14.81 billion yuan in the new energy sector, with a projected cumulative investment exceeding 100 billion yuan by the end of the 14th Five-Year Plan [1] - The city has a rich clean energy resource base and significant development potential, having introduced 10 leading enterprises in the new energy equipment manufacturing sector, including CRRC and Chint [1] - In 2024, the output value of scale enterprises in the equipment sector in Songyuan City is projected to reach 7.4 billion yuan [1]

Group 1 - Jilin Province's Songyuan City is leveraging its wind and solar energy resources to establish new energy as a breakthrough for industrial transformation and upgrading, aiming to build a full industrial chain development pattern of "source-network-load-storage + equipment manufacturing + hydrogen energy industry" [1] - In 2024, fixed asset investment in the new energy sector in Songyuan City is expected to reach 14.81 billion yuan, with a cumulative investment exceeding 100 billion yuan by the end of the 14th Five-Year Plan [1] - Songyuan City has introduced 10 leading enterprises in the new energy equipment manufacturing sector, achieving an output value of 7.4 billion yuan from scale enterprises in the equipment sector in 2024 [1] Group 2 - The green hydrogen production is a significant method for new energy consumption, with the China Energy Construction Songyuan Hydrogen Energy Industrial Park project being the largest integrated green hydrogen and ammonia project globally, with a total investment of 29.6 billion yuan [2] - Songyuan City is planning to construct 10 hydrogen-related projects, which will produce 500,000 tons of green hydrogen, 1.3 million tons of green ammonia, 1.8 million tons of green methanol, and over 1 million tons of high-purity iron from pure hydrogen metallurgy annually upon completion [2]

Core Viewpoint - Companies are facing dual changes in policy and market environments regarding carbon emission management, leading to increased attention from industry experts on the challenges and standards in carbon management [1] Group 1: Policy and Market Influence - The intensity of policy constraints directly affects the progress of corporate carbon management, with raw material industries like metallurgy and petrochemicals being core to national carbon market management [2] - The "1+N" dual carbon policy framework has established specific carbon peak plans for major industrial sectors, emphasizing monitoring, reporting, and verification (MRV) requirements [2] - Market factors, such as external pressures from green trade barriers, are driving companies, especially in the new energy sector, to enhance their carbon management capabilities [3] Group 2: Challenges in Carbon Management - Companies face fragmented systems and increasing compliance burdens due to varying carbon accounting standards across different regions and industries, complicating unified management [5][6] - The lack of economic and suitable carbon management solutions, along with high costs of third-party verification, poses significant challenges for companies [8] - Small and medium-sized enterprises (SMEs) struggle with carbon management due to limited resources, necessitating specialized tools and shared platforms to enhance their capabilities [9] Group 3: Recommendations for Improvement - Experts suggest establishing unified national carbon management regulations and detailed implementation guidelines for specific industries to address existing challenges [7] - There is a need for improved data management and professional governance systems to ensure accurate carbon footprint tracking and effective management [8] - A shared database for carbon emissions tailored to different industries and products could help SMEs reduce management costs and improve their carbon management practices [9]

Core Viewpoint - Companies are facing dual changes in policy and market environments regarding carbon emission management, leading to significant differences in carbon management practices across industries and scales [1][2]. Group 1: Policy and Market Influences - The intensity of policy constraints directly affects the progress of corporate carbon management, with raw material industries like metallurgy, non-ferrous metals, building materials, and petrochemicals being core to national carbon market management [2][3]. - The "1+N" dual carbon policy framework has established specific carbon peak plans for major industrial sectors, emphasizing monitoring, reporting, and verification (MRV) requirements [2]. - Market factors, such as external pressures from green trade barriers like the EU carbon tariff and ESG evaluations, are driving companies, especially in the new energy equipment manufacturing sector, to enhance their carbon management capabilities [3][4]. Group 2: Challenges in Carbon Management - Companies face multiple challenges in carbon emission management, including fragmented systems and increasing compliance burdens due to differing standards across regions and industries [5][6]. - The lack of unified carbon management standards and the need for multiple certifications for export-oriented companies complicate compliance and increase management costs [6][7]. - Data management issues, such as incomplete data collection and low willingness of suppliers to share data, hinder accurate carbon footprint tracking and identification of reduction potential [8][9]. Group 3: Support and Solutions for Companies - There is a need for a unified national carbon management regulation and detailed implementation guidelines at the industry level to address the challenges faced by companies [7]. - Specialized support systems and training programs are essential for effective carbon management, particularly for small and medium-sized enterprises (SMEs) that struggle with resource limitations [8][9]. - Establishing shared platforms and simplified processes for SMEs can enhance their carbon management capabilities and encourage proactive emission reduction efforts [9].

Core Insights - The article highlights the signing of a new renewable energy equipment manufacturing project by Zhejiang Chint New Energy in Sheyang County, Yancheng City, Jiangsu Province, with a total investment of approximately 5 billion yuan [2]. Group 1: Project Details - The project will be located in the Sheyang Port Economic Development Zone and will cover an area of about 200 acres [2]. - It is planned to be constructed in two phases, focusing on key components such as inverters and energy storage container systems [2]. Group 2: Industry Context - The article references recent developments in the energy storage sector, including significant battery orders secured by CATL and the emergence of differentiated technology in portable energy storage [2]. - Upcoming industry events are mentioned, such as the first forum on household storage and portable energy storage battery technology scheduled for September 26 in Shenzhen, and the first international summit on sulfide all-solid-state batteries set for November 8 in Guangzhou [2].

Core Insights - The article highlights the intelligent transformation of the clean energy industry in Chengde, focusing on the integration of advanced technologies in solar, wind, and energy storage systems [1][2][3] Group 1: Intelligent Technologies in Clean Energy - The Chengde clean energy sector is leveraging intelligent technologies, such as drones for monitoring solar panels and AI for optimizing wind turbine operations, leading to enhanced efficiency and reduced operational costs [1][2] - The introduction of smart control systems in energy production has resulted in significant improvements, such as a 95% fault identification accuracy in solar power plants and a 30% reduction in equipment failure risks in wind farms [3] Group 2: Innovations and Achievements - Chengde has seen the establishment of innovative projects, including a hydrogen production system with a 19% light-to-hydrogen conversion rate, aiming to reduce green hydrogen costs below 20 yuan per kilogram by 2026 [2] - The local production of key components, such as smart wind turbines and all-vanadium flow batteries, has been achieved through strategic partnerships with leading enterprises [1] Group 3: Economic and Ecological Impact - The intelligent transformation not only enhances operational efficiency but also positively impacts local economies, with farmers benefiting from dual land use for solar energy generation and agriculture [3] - Chengde is promoting a "technology empowerment + ecological priority" strategy, forming innovation alliances to tackle key technologies in solid-state batteries and intelligent operations [3]