商报讯（记者 王珮琪 通讯员 李嫿）制冷产业作为浙江省的传统优势产业，已形成涵盖原材料供应、零 部件制造、整机组装、销售服务的完整产业链。那么企业今年在杭州将迎来哪些新机遇和新发展？昨日 下午，第5届国际空调通风制冷及冷链产业展览会（RACC）新闻发布会在杭州举行，正式为这一行业 盛会拉开序幕。本届展会由浙江省国际商会、浙江省制冷学会、浙江省制冷空调行业协会联合主办，浙 江省氟化学工业协会协办，杭州飞马会展有限公司承办，将于10月23-25日在杭州大会展中心与海内外 朋友们见面。 "今年RACC展会迎来了第一个'五年'里程碑，这不仅是展会规模的扩大，更是展会影响力、专业性的全 方位提升。"浙江省国际商会秘书长潘建松表示，作为展会主办方之一，省国际商会将为行业发展搭建 交流合作平台，全方位推动展会迭代升级，助力企业高质量发展。 在全球能源革命与"碳中和"目标加速推进背景下，暖通制冷行业正迈入以"节能高效、智能化"为核心特 征的高质量发展新阶段。据悉，本届展会顺应全球绿色低碳发展潮流，将围绕"暖通制冷国际贸易""国 际制冷剂发展""AI+制冷空调"等主题，举办一系列专题论坛和技术交流会，并同期启动"2025年浙江 ...

8月4日，省委书记刘宁到商丘市民权县、睢县，调研县域经济发展、产业转型、生态保护等工作。 近年来，我省牢固树立和践行"绿水青山就是金山银山"理念，全省生态文明建设取得显著成效。刘宁来 到河南"塞罕坝"民权申甘林带、黄河故道，实地察看林场保护管理、美丽河湖建设等情况。"习近平总 书记在我省考察时指出，要着力加强生态环境保护，持之以恒加强重点流域生态保护治理，深化污染防 治攻坚，筑牢生态安全屏障。"刘宁强调，要深入践行"两山"理念，坚持生态优先、保护第一，因地因 时制宜、分区分类施策，大力发展绿色产业和生态经济，加快现代水网和水运网建设，在推动绿色发展 上迈出新步伐。 调研中，刘宁听取民权县、睢县经济社会发展情况汇报，强调要深入贯彻习近平总书记在河南考察时重 要讲话精神，落实省委十一届九次全会部署，聚焦"1+2+4+N"目标任务体系，立足殷商文化起源地、四 省交界协同区、豫东开放桥头堡定位，坚持以科技创新引领新质生产力发展，做强"一县一特色产业"， 大力发展枢纽经济，构建具有县域特点的现代化产业体系。当前要做好抗旱保秋粮丰收，高度重视旱涝 急转风险，做好防汛备汛各项准备工作，全力保障人民生命财产安全。要广泛深入察 ...

Group 1: Economic Development and Industry Transformation - The cooling industry is a leading sector in Minquan County, with the establishment of Henan Asbella Refrigeration Co., Ltd. addressing the shortage of key components in refrigeration products [3] - Liu Ning emphasized the importance of leveraging the "Minquan-Qingdao Port" sea-rail intermodal transport to expand the reach of locally produced goods [3] - The county aims to strengthen its industrial ecosystem and innovation environment while promoting low-carbon and energy-efficient products [3] Group 2: Shoe Industry Insights - Suixian is recognized as a major shoe manufacturing base in China, producing over 30% of the country's leisure and sports shoes [5] - Liu Ning praised local efforts to enhance the shoe industry by focusing on product quality and modernizing production techniques [5] - The integration of big data and IoT technologies is encouraged to advance smart manufacturing and elevate the industry to higher value chains [5] Group 3: Ecological Protection and Green Development - The province has made significant progress in ecological civilization construction, adhering to the principle that "lucid waters and lush mountains are invaluable assets" [6] - Liu Ning highlighted the need for continuous ecological protection and pollution prevention efforts, aligning with Xi Jinping's directives [6] - The focus is on developing green industries and accelerating the construction of modern water and transportation networks to promote sustainable development [6] Group 4: Strategic Planning and Community Engagement - Liu Ning called for the implementation of the "1+2+4+N" target task system to enhance local economic and social development [6] - Emphasis was placed on the importance of community engagement to gather public opinions and insights for high-quality planning [6] - The need for preparedness against drought and flood risks was also highlighted to ensure the safety of people's lives and property [6]

Core Insights - The ongoing high temperatures in various regions of China have stimulated summer consumption, particularly in cooling products and services [1] - Diverse cooling methods and consumption scenarios are showcasing the vitality of the summer economy [1] Group 1: Cooling Products - The demand for cold drinks and ice products has surged, with industrial ice becoming a hot commodity [1] - In Zhengzhou, a local ice factory is experiencing peak production, indicating strong market demand [1] Group 2: Consumer Behavior - Consumers are increasingly investing in sun protection gear, air conditioning units, fans, and beach camping equipment as part of their summer activities [1] - The variety of cooling options reflects changing consumer preferences and the adaptability of the market to seasonal demands [1]

Summary of Key Points Core Viewpoint The Zhejiang Yonghe Refrigeration Co., Ltd. is preparing for its second extraordinary general meeting of shareholders in 2025, focusing on maintaining shareholder rights and ensuring orderly proceedings during the meeting. Group 1: Meeting Procedures - The company has established guidelines for verifying the identity of attendees to ensure the legitimacy of shareholders or their representatives [2][3] - The meeting will follow a specific agenda for reviewing and voting on proposals, with shareholders having the right to speak, inquire, and vote [2][4] - Voting will be conducted through a combination of on-site and online methods, with results published in a resolution announcement [4][5] Group 2: Agenda and Proposals - The meeting will take place on July 24, 2025, at 14:00 in the company’s conference room located at 893 Shiji Avenue, Quzhou, Zhejiang Province [5] - One of the key proposals includes the cancellation of the supervisory board, with its responsibilities being transferred to the audit committee of the board of directors [6] - The company will also discuss changes to its registered capital, which will decrease from 470,492,025 shares to 470,489,868 shares due to the repurchase and cancellation of certain restricted stocks [6][8] Group 3: Amendments to Articles of Association - The company plans to amend its articles of association to reflect the cancellation of the supervisory board and changes in registered capital [6][8] - Specific amendments include the definition of the company’s registered capital and the roles of the legal representative [8][10] - The revised articles will ensure compliance with the Company Law and Securities Law, maintaining the rights of shareholders and creditors [8][10]

Core Viewpoint - The Chinese Academy of Sciences' Institute of Physics and Chemistry showcased its hydrogen energy industry chain based on liquid hydrogen technology at the third China International Supply Chain Promotion Expo, highlighting its innovative contributions to the hydrogen energy sector [5][6]. Group 1: Hydrogen Energy Industry Chain - The showcased hydrogen energy industry chain includes renewable wind and solar energy hydrogen production, hydrogen liquefaction, liquid hydrogen storage and transportation, and hydrogen energy applications [5]. - Liquid hydrogen technology is crucial for the storage and transportation of hydrogen, addressing economic and safety challenges in the large-scale development of the hydrogen energy industry [5]. Group 2: Technological Innovations and Collaborations - The hydrogen liquefaction technology developed by the Institute is a result of collaborative efforts among generations of scientists, achieving breakthroughs in key core technologies and industrial transformation [5]. - Key patented technologies have been successfully applied in commercial aerospace launches, superconducting technologies, and large scientific installations, promoting the development of the refrigeration industry and involving numerous upstream and downstream advanced manufacturing enterprises [5]. Group 3: Strategic Partnerships and Future Directions - The Institute aims to grow alongside its partners in the hydrogen energy industry chain and actively explore applications in the "Belt and Road" ecological cooperation area [6]. - The third Supply Chain Expo features six major chains, including advanced manufacturing, clean energy, smart vehicles, digital technology, healthy living, and green agriculture, with a newly established innovation chain section in the advanced manufacturing area [6].

Group 1 - Huaneng Dalian Power Plant has achieved significant reductions in coal consumption and carbon emissions through energy-saving and environmental protection upgrades, with a 12 grams per kilowatt-hour decrease in coal consumption compared to ten years ago and over 400,000 tons of CO2 emissions reduced annually [1] - Liaoning Province has implemented the "Liaoning Province Industrial Carbon Peak Implementation Plan" and specific plans for key industries such as steel, petrochemicals, non-ferrous metals, and building materials, guiding the carbon peak efforts in the industrial sector [1] - Since the start of the 14th Five-Year Plan, the province has conducted energy-saving inspections for 722 enterprises and provided energy-saving diagnostic services for 402 enterprises, with a cumulative energy consumption reduction of 13.6% in industrial value added [1] Group 2 - Liaoning Province has issued the "Implementation Plan for Accelerating Industrial Resource Comprehensive Utilization" to promote waste reduction and resource utilization in key industries, achieving over 80% comprehensive utilization of metallurgical slag in Anshan and 99% for fly ash in Benxi [2] - The province has established a green manufacturing and service system, cultivating 204 national-level and 697 provincial-level green manufacturing units, with Dalian China Mobile Data Center recognized as a national green data center [2] - Notable advancements in green technology include the selection of Northeast University’s large-capacity aluminum electrolysis technology and Shenyang Shijie Electric's high-voltage power solid-state electric heating technology for the national industrial energy-saving technology recommendation directory [2]

7月14日，盾安环境连续4个交易日下跌，区间累计跌幅-2.28%。浙江盾安人工环境股份有限公司以"健康、舒适环境的引领者"为愿景,以"提升能效、优化环 境"为使命,多年来深耕制冷领域,主要业务涵盖零部件制造。 财报显示，景顺长城基金旗下2只基金进入盾安环境前十大股东。其中景顺长城能源基建混合A今年一季度不变，景顺长城竞争优势混合今年一季度新进。 其中，景顺长城能源基建混合A今年以来收益率2.19%，同类排名3572(总4561)，景顺长城竞争优势混合今年以来收益率4.09%，同类排名3077(总4561)。 景顺长城能源基建混合A、景顺长城竞争优势混合基金经理分别为邹立虎、刘苏。 简历显示，邹立虎先生:中国国籍,硕士研究生,曾任华联期货研究员、平安期货研究员、中信期货研究员。2015年6月加入国投瑞银基金管理有限公司量化投 资部,2015年12月9日至2017年9月13日期间担任国投瑞银白银期货证券投资基金(LOF)的基金经理助理,2017年3月6日至2017年9月13日期间担任国投瑞银中证 上游资源产业指数证券投资基金(LOF)的基金经理助理。2017年9月至2021年8月担任国投瑞银白银期货证券投资基金( ...

Core Viewpoint - The recent surge in stock prices for power and related sectors is driven by increased electricity demand due to extreme heat, alongside positive financial forecasts from key companies in the industry [10][11][16]. Group 1: Company Performance - Shaoneng Co., Ltd. (韶能股份) has seen its stock price reach a limit up at 6.12 CNY per share, marking a 10.07% increase [3][4]. - Huayin Electric Power (华银电力) also hit a limit up, trading at 6.70 CNY per share, with a 10.02% increase. The company anticipates a net profit of 180 million to 220 million CNY for the first half of 2025, significantly up from the previous year [7]. - The average stock price increase for 126 companies in the high-temperature concept sector since June has been 4.49%, outperforming the Shanghai Composite Index [14]. Group 2: Market Trends - The national electricity load reached a historical high of 1.465 billion kilowatts on July 4, 2023, reflecting a rise of approximately 200 million kilowatts since the end of June [10]. - The demand for air conditioning is expected to rise significantly due to the ongoing heatwave, with air conditioning load accounting for about 37% of the total load in the East China grid [10][16]. - The market for sunscreen products is expanding rapidly, with projections indicating that the market size for sunscreen apparel will exceed 80 billion CNY by 2024 [12]. Group 3: Future Outlook - The power sector is likely to experience a new round of market activity due to the anticipated tight supply and demand during the peak electricity usage months from June to September [16]. - The correlation between temperature increases and air conditioning sales suggests that extreme heat will likely boost sales in the cooling sector [16].

Group 1: Company Overview and Business Segments - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271°C to 200°C [2] - The product matrix includes various types of compressors and heat management systems, showcasing significant technical advantages and market performance, particularly in the Beijing Winter Olympic Village project [2] - Key customer industries include food freezing and refrigeration, chemical production, commercial air conditioning, and industrial special air conditioning [2] Group 2: Innovations in Nuclear Fusion and Low-Temperature Applications - The company developed a helium compressor for superconducting magnets used in nuclear fusion, filling a domestic gap and supplying to major national research projects [2] - The helium compressor is part of a large low-temperature refrigeration system capable of achieving near absolute zero temperatures (-273.15°C) [2] - The company’s helium compressors are recognized as significant technological equipment in the energy sector by the National Energy Administration [2] Group 3: Data Center Solutions - The company provides cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems, which have been recognized in the national green data center technology product directory [3] - Successful projects include major data centers for national supercomputing and telecommunications companies, with ongoing expansion in overseas markets [3] Group 4: Nuclear Power Industry Products - The company focuses on core scenarios in nuclear power, developing innovative technologies for nuclear island cooling and heat recovery [4] - It has provided services to multiple nuclear power stations across China, enhancing safety and efficiency in energy utilization [4] Group 5: Industrial Heat Management Solutions - The company has launched comprehensive industrial heat control solutions, integrating advanced technologies for efficient energy recovery and utilization [6] - Key subsidiary recognized as a national-level "little giant" enterprise, holding numerous patents and awards for its innovative heat management technologies [6] Group 6: Marine Economy and Green Energy Solutions - The company is committed to high-quality development in the marine economy, providing smart solutions for fishing and seafood processing industries [7] - Recent projects include providing ultra-low temperature laboratory equipment for China's first ultra-deepwater scientific research vessel [7] Group 7: Competitive Advantages - The company’s competitive edge lies in continuous technological innovation, with multiple national-level recognitions and a strong focus on research and development [7] - It has established a central research institute to enhance foundational and strategic technology development, further solidifying its industry leadership [7]