主题展览覆盖能源转型、低碳交通、节能增效、循环经济、低碳服务、实践探索六大板块，同时设立上 海市各行政区专区、一体化解决方案专区、"两新·焕新"专区、上海市工商业联合会专区、生物柴油推 广应用专区、上海金融业联合会专区和省市绿色低碳联合展区。各专区以"小而精"的规模，实现"专而 强"的突破。 中新网上海5月16日电 16日下午，记者在上海市政府新闻办举行的新闻通气会上获悉，2025上海国际碳 中和技术、产品与成果博览会(以下简称"上海国际碳中和博览会")将于6月5日至6月7日在上海新国际博 览中心举办，旨在全面展现绿色低碳领域技术成果最新进展和未来探索方向，积极促进绿色低碳贸易对 接和产学研合作，推动绿色低碳理念深度融入产业发展与日常生活，加紧推动经济社会发展全面绿色转 型。 本届上海国际碳中和博览会以"走向碳中和之路"为主题，由主题展览、系列论坛、贸易对接三大板块构 成。 贸易对接也是本届博览会的重要组成部分，主题聚焦热点行业领域，包括："绿色金融""绿色供应 链""绿证绿电""绿色出海"和"重点省市推介"。配对形式包括"一对多"专场宣介会和"一对一"洽谈，通过 展前双向选择、展期面对面洽谈，实现更高效、更 ...

证券代码：300950 证券简称：德固特 公告编号：2025-036 青岛德固特节能装备股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 青岛德固特节能装备股份有限公司（以下简称"公司"）2024 年年度权益分 派方案已获 2025 年 5 月 12 日召开的 2024 年年度股东大会审议通过，现将权益 分派事宜公告如下： 本公司 2024 年年度权益分派方案为：以公司现有总股本 150,480,000 股为基 数，向全体股东每 10 股派 2.000000 元人民币现金（含税；扣税后，境外机构（含 QFII、RQFII）以及持有首发前限售股的个人和证券投资基金每 10 股派 1.800000 元；持有首发后限售股、股权激励限售股及无限售流通股的个人股息红利税实行 差别化税率征收，本公司暂不扣缴个人所得税，待个人转让股票时，根据其持股 期限计算应纳税额【注】；持有首发后限售股、股权激励限售股及无限售流通股 的证券投资基金所涉红利税，对香港投资者持有基金份额部分按 10%征收，对内 地投资者持有基金份额部分实行差别化税率征收）。 【注：根据先进先出的 ...

Core Viewpoint - The third National Postdoctoral Innovation and Entrepreneurship Competition has launched a "Challenge and Lead" project list, featuring 766 technology projects that seek participation from postdoctoral researchers and teams [1][2]. Group 1: Competition Overview - The competition is the largest and most comprehensive postdoctoral event in China, aimed at promoting the integration of industry, academia, and research [1]. - The "Challenge and Lead" segment invites enterprises to present technical challenges, which postdoctoral researchers are encouraged to solve [1]. Group 2: Project Details - A total of 766 project demands have been released, focusing on four key areas aligned with national strategies and cutting-edge scientific technologies, with a total planned investment exceeding 40 billion yuan [2]. - The projects cover seven major directions, including new generation information technology and artificial intelligence, high-end equipment manufacturing, and robotics [2]. - The top areas of demand include: - New generation information technology and artificial intelligence: 143 projects (18.7%) - Biomedicine and health: 140 projects (18.3%) - New materials and petrochemicals: 135 projects (17.6%) - High-end equipment manufacturing and robotics: 131 projects (17.1%) - New energy and energy conservation: 93 projects (12.1%) - Modern agriculture and food: 67 projects (8.7%) - Other industries: 57 projects (7.4%) [2]. Group 3: Participation and Timeline - The project list has been publicly released on various platforms, including the China Postdoctoral website and the official competition website [3]. - The registration deadline for participation is July 31, 2025, with successful teams invited to the finals in Quanzhou, Fujian Province, in mid to late October [3].

证券研究报告：机械设备 | 公司点评报告 股票投资评级 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 11.17 | | --- | --- | | 总股本/流通股本（亿股）5.08 | / 4.69 | | 总市值/流通市值（亿元）57 | / 52 | | 52 周内最高/最低价 | 14.50 / 9.36 | | 资产负债率(%) | 42.2% | | 市盈率 | 19.23 | | 第一大股东 | 宁波聚源瑞利创业投资 | | | 合伙企业(有限合伙) | 研究所 分析师:刘卓 SAC 登记编号:S1340522110001 Email:liuzhuo@cnpsec.com 分析师:虞洁攀 SAC 登记编号:S1340523050002 Email:yujiepan@cnpsec.com 江苏神通(002438) 业绩符合预期，核电订单同比高增 l 投资要点 事件：公司披露 2024 年年报和 2025 年一季报。 业绩符合预期，稳健增长。2024 年，公司实现营收 21.43 亿元， 同比+0.48%；实现归母净利润 2.95 亿元，同比+9.68%；实现扣非归 母净利 ...

Core Viewpoint - The company reported a significant net loss for 2024, primarily due to legal issues and asset disposals, while also highlighting growth in its core business areas and strategic initiatives for future development [1][4][11]. Financial Performance - The total assets at the end of 2024 amounted to 2,993.97 million yuan, a decrease of 13.73% compared to the previous year [2][3]. - The company achieved an operating revenue of 447.46 million yuan, representing a year-on-year increase of 9.62% [2][4]. - The net profit attributable to shareholders was -366.92 million yuan, a decrease of 423.95% from the previous year [2][4]. Business Operations - The company focuses on campus hot water supply services, with a total of 230 campuses served and approximately 2 million students benefiting from its services [12][13]. - The company has diversified its business model to include value-added services such as direct drinking water and shared laundry services, alongside exploring renewable energy solutions [11][12]. - The company has successfully implemented a comprehensive energy management service strategy, enhancing its market competitiveness [6][11]. Industry Context - The energy service industry is experiencing robust growth, driven by national policies aimed at energy conservation and carbon reduction, with significant opportunities for companies involved in energy management [8][9]. - The market for campus hot water supply services is estimated to exceed 8 billion yuan, indicating a substantial growth potential in this sector [10][12]. - The industry is witnessing a structural transformation towards green development, with increasing numbers of new entrants and innovative business models emerging [9][10].

Core Viewpoint - The company is facing significant challenges in its financial performance due to a downturn in the photovoltaic industry, resulting in a substantial decrease in revenue and net profit for the year 2024 [8][20]. Company Overview - The company reported a total revenue of 1,303,780.89 million yuan for 2024, a decrease of 43.68% year-on-year [8]. - The net profit attributable to shareholders was -213,368.56 million yuan, representing a year-on-year decline of 242.10% [8]. - The weighted average return on equity was -36.07%, down by 57.22 percentage points compared to the previous year [8]. Business Segments - The company operates in two main segments: equipment manufacturing and clean energy, with the former providing stability and the latter driving growth [8]. - The equipment manufacturing segment has achieved breakthroughs in heat pumps, heat exchangers, and air cooling, while the clean energy segment has made significant investments in photovoltaic and hydrogen energy technologies [8][20]. Market Conditions - The photovoltaic industry is experiencing a downturn, with the company’s component business achieving some performance breakthroughs despite the overall industry losses [8][20]. - The global photovoltaic market is projected to continue growing, with an expected addition of nearly 530 GW of new installations in 2024, despite a slowdown in growth rates [24][25]. Regulatory Environment - The company is subject to various regulations, including the newly implemented "Water Conservation Ordinance," which emphasizes the importance of water-saving technologies in industrial applications [23][20]. - The government has set ambitious targets for energy savings and carbon reduction, which are expected to drive demand for energy-efficient equipment and services [21][20]. Future Outlook - The company is well-positioned to benefit from the increasing demand for energy-saving and water-saving technologies, particularly in sectors such as power generation, petrochemicals, and metallurgy [20][24]. - The ongoing development of hydrogen energy is recognized as a crucial strategy for achieving carbon neutrality, with significant policy support expected to enhance the industry’s growth prospects [26][27].

证券代码： 300140 证券简称：节能环境 中节能环境保护股份有限公司 投资者关系活动记录表 编号：2025002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | | | --- | --- | --- | --- | | 类别 | 媒体采访 业绩说明会 □ √ | | | | | 路演活动 □ 新闻发布会 □ | | | | | □ 现场参观 | | | | | □ 其他 （请文字说明其他活动内容） | | | | 参与单位名称及 | 投资者网上提问 | | | | 人员姓名 | | | | | 时间 | 2025 年 月 日 (周二) 下午 15:00~17:00 | 5 | 13 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | | 采用网络远程的方式召开业绩说明会 | | | | 上市公司接待人 | 1、董事长周康 | | | | 员姓名 | 2、独立董事李玲 | | | | | 3、总会计师邓先柏 | | | | | 4、董事会秘书、副总经理、总法律顾问、首席合规官郝家华 投资者提出的问题及公司回复情况 | | | | ...

Core Viewpoint - The company, Shanghai Rychen Technologies Co., Ltd., plans to issue shares to specific investors to raise funds for operational support and enhance its market position in the energy-saving and environmental protection industry. Group 1: Company Overview - The company focuses on high-tech research and development in fluid transportation, permanent magnet motors, precise combustion, and efficient heat exchange, providing comprehensive energy-saving solutions primarily for industries such as steel, cement, and chemicals [8][10]. - Recent government policies support the development of the energy-saving and environmental protection industry, indicating a favorable market environment for the company's growth [9]. Group 2: Issuance Details - The company plans to issue up to 13,009,049 shares at a price of 17.68 RMB per share, which is not less than 80% of the average trading price over the previous 20 trading days [13][14]. - The total amount to be raised is not exceeding 230 million RMB, which will be used entirely to supplement working capital [12][26]. Group 3: Purpose and Impact of the Issuance - The funds raised will support the company's ongoing development, allowing it to adapt to trends in the energy-saving and environmental protection industry and enhance its core competitiveness [11][24]. - The issuance is expected to improve the company's capital structure, reduce financial risks, and enhance operational safety and liquidity [12][27]. Group 4: Control and Governance - The actual controller, Chen Wandong, will fully subscribe to the new shares, increasing his control over the company from 32.34% to approximately 41.60% post-issuance, which will stabilize the company's control [25][31]. - The issuance will not lead to any changes in the company's control structure or governance, maintaining the independence of operations and management [31][32]. Group 5: Financial Implications - The issuance will significantly increase the company's total assets and net assets, improving its financial stability and reducing the debt ratio [30][31]. - Although there may be short-term dilution of earnings per share, the long-term benefits include enhanced funding capabilities and improved cash flow from operations [30][31].

绿色发展是高质量发展的底色，是习近平经济思想的重要内容。前不久，《习近平经济文选》第一卷出 版发行，系统反映了习近平经济思想的丰富内涵、科学体系和原创性贡献，其中多篇著作都对绿色发展 作出深刻论述。习近平总书记在《以新的发展理念引领发展》中指出，"绿色循环低碳发展，是当今时 代科技革命和产业变革的方向，是最有前途的发展领域"；在《以中国式现代化全面推进强国建设、民 族复兴伟业》中指出，"加快发展方式绿色转型，提升生态系统多样性、稳定性、持续性，积极稳妥推 进碳达峰碳中和，以高品质的生态环境支撑高质量发展"；在《什么是新质生产力，如何发展新质生产 力》中指出，"加快绿色科技创新和先进绿色技术推广应用，做强绿色制造业，发展绿色服务业，壮大 绿色能源产业，发展绿色低碳产业和供应链，构建绿色低碳循环经济体系"。这一系列重要论述为更好 推动绿色发展提供了重要遵循。 推动绿色发展，强化支撑绿色转型的科技创新是关键。中共中央、国务院印发《关于加快经济社会发展 全面绿色转型的意见》，提出全方位、全领域、全地域推进绿色转型重点任务，并对推进绿色低碳科技 革命作出重要部署。推动经济社会发展全面绿色转型，必须深入学习领会习近平总书 ...

公司研究丨点评报告丨鲁阳节能（002088.SZ） [Table_Title] 期待新业务改善和工艺技术再优化 丨证券研究报告丨 范超 李金宝 SAC：S0490513080001 SAC：S0490516040002 SFC：BQK473 SFC：BVZ972 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 报告要点 [Table_Summary] 公司披露 2024 年报：营业总收入 35.3 亿元，同比增长 0.38%，归母净利润 4.8 亿元，同比下 降 2.42%。同时，公司披露 2025Q1 报：营业收入为 5.42 亿元，同比下降 22.61%；归母净利 润为 6004 万元，同比下降 27.19%。 分析师及联系人 [Table_Author] 1 鲁阳节能（002088.SZ） cjzqdt11111 [Table_Title2] 期待新业务改善和工艺技术再优化 [Table_Summary2] 事件描述 公司披露 2024 年报：营业总收入 35.3 亿元，同比增长 0.38%，归母净利润 4.8 亿元，同比下 降 2.42%。 同时，公司披露 ...