"绿色既是我们的底色，也是我们的老本。"康定市生态环境局局长刘军刚介绍，康定市森林覆盖率 为39.43%，草原综合植被盖度达82.82%，各级各类保护地占全市国土面积的70.7%。 "大家看我手里这块石头。"10月28日，在省政府新闻办举行的"万千气象看四川·县域经济高质量发 展"系列主题新闻发布会康定专场上，康定市副市长刘涛拿出一块灰白色的石头。那是一块锂矿石，藏 着康定绿色发展的新动能。 康定市经济信息和商务合作局局长泽仁志玛表示，将大力引进和推广"生态矿山""数字矿山"技术， 推动锂资源绿色、低碳、智能化开发和高附加值利用。"路再险，我们给你备好'鞍'；雪再大，我们帮 你扫出'道'。"泽仁志玛现场发出招商邀请。 康定市市长李森在发布会上表示，康定将依托文旅产业、绿色工业和生态农业，让绿水青山变成实 实在在的金山银山，欢迎大家到康定投资兴业、畅游旅居，"我们将继续以绿色生态为笔，以雪山草原 为卷，唱响新时代的'康定情歌'。"（杨孟双 记者 吴忧 宁蕖） 作为川西北生态示范区核心城市，康定如何平衡生态保护与产业发展？刘涛介绍，清洁能源是康定 锚定的第一个发展方向，也是康定的工业支柱。目前，康定市水能总装机规 ...

Summary of Zhongshi Technology Conference Call Industry and Company Overview - **Company**: Zhongshi Technology - **Industry**: Consumer Electronics, Digital Infrastructure, Intelligent Transportation, Clean Energy Key Points and Arguments 1. **Sales Growth and Client Base**: Zhongshi Technology benefited from the launch of new products by major clients in the consumer electronics sector, leading to a significant increase in shipment volumes in Q3 and October. Key clients include North American giants, Samsung, and domestic smartphone manufacturers, with expansions into wearable devices, gaming consoles, and drones, including partnerships with Microsoft, Google, Amazon, and DJI [2][3][6] 2. **Digital Infrastructure Development**: The company collaborates with leading clients like Ericsson, Nokia, Huawei, and ZTE in the digital infrastructure sector, focusing on 5G/6G communication, industrial internet, satellite internet, and AI-driven data and computing centers. Future growth in this area is anticipated [2][7] 3. **Intelligent Transportation Sector**: Zhongshi Technology supplies automotive-grade thermal management materials to companies like BYD, BAIC, and XPeng Motors, and collaborates with top-tier automotive parts manufacturers to provide customized thermal solutions [2][8] 4. **Financial Performance**: In Q3 2025, sales and R&D expenses decreased by over 8 million and 7 million respectively, while gross margin and revenue increased, attributed to cost structure optimization and improved operational efficiency [2][11][12] 5. **Product Offerings**: The company’s main products include: - Graphite films for consumer electronics - Thermal interface materials (TIM) for heat dissipation - High-efficiency cooling modules for high-performance applications - Electromagnetic shielding materials for communication devices - Adhesives for electronic device assembly [10][11] 6. **Light Module Business**: Zhongshi Technology collaborates with Finisar to provide thermal solutions for optical modules, with expectations of significant revenue growth as Finisar's 1.6T module market share increases. Total revenue from optical modules reached several million in the first three quarters [2][18][20] 7. **Cost Management**: The decrease in sales expenses is partly due to the sale of a subsidiary in 2024, which previously accounted for 95% of its expenses. Additionally, the company optimized its sales strategy, focusing on major clients, which reduced operational costs [13] 8. **Production Capacity**: The company has multiple production bases in China and has established a facility in Thailand, with a total planned capacity of 3 to 5 billion yuan. Current capacity utilization meets demand, with future investments aligned with market needs [17] 9. **Future Outlook**: The company anticipates continued growth in the optical module market and expects to leverage its technological advantages in liquid cooling solutions for servers. The demand for liquid cooling is expected to rise significantly, driven by various hardware manufacturers and computing centers [24][25] 10. **Q4 Expectations**: The company expects Q4 performance to remain strong, driven by the successful launch of new products by major clients, although a slight decrease in sequential growth compared to Q3 is anticipated [23] Additional Important Information - **R&D Focus**: The company maintains a strong emphasis on R&D, with innovative solutions in advanced thermal management materials, which are crucial for maintaining competitive advantages in various sectors [4][6] - **Market Trends**: The overall market for optical modules is expected to experience significant growth, with increased demand from chip manufacturers and server companies, indicating a favorable environment for Zhongshi Technology's offerings [21]

新华财经北京10月30日电（记者刘旭阳）10月30日上午，2025金融街论坛年会"产业金融助力能源转型 发展"平行论坛在北京举办。中国企业改革与发展研究会会长彭华岗在致辞时表示，能源转型是一场长 期而复杂的系统变革，需要以ESG理念为引领，进一步凝聚产业与金融合力。 （文章来源：新华财经） 从治理维度看，ESG要求企业建立更加透明规范的治理体系，既为金融机构防控信贷风险、优化投资决 策提供重要依据，也倒逼能源企业加快技术创新、完善管理机制，实现绿色转型与高质量发展的双向赋 能。 彭华岗指出，能源转型是一场长期而复杂的系统变革，需要以ESG理念为引领，进一步凝聚产业与金融 合力。对此，他提出三个方面的建议。 一是强化ESG导向的金融资源配置。金融机构应持续完善绿色金融产品体系，优化ESG评级与风险及定 价机制，让资本更精准地流向绿色低碳领域。 二是提升能源企业ESG实践能力。企业应主动披露ESG信息，加强绿色技术研发与应用，以优质的ESG 表现对接更多的金融资源。 三是构建ESG协同发展生态。政府、行业协会、金融机构、企业应加强联动，完善ESG标准体系与信息 共享机制，破解数据壁垒，降低合作成本，形成政策引导、 ...

事件1：公司发布2025 年第三季度报告，公司25Q1-Q3 实现营收156.1 亿元，同比-8.5%；归母净利12.4 亿元，同比-19.1%；扣非归母净利11.5 亿元，同比-4.4%。25Q3单季度实现营收51.8 亿元，同 比-10.4%，环比+4.8%；归母净利3.8 亿元，同比-11.3%，环比+7.2%；扣非归母净利3.4 亿元，同 比-18.3%，环比+0.1%。 气源升级+市场拓展，支撑全国性清洁能源服务商战略。二期煤制气项目的建设可优化公司气源结构， 构建"权益气（西部20 亿方）+长约气+现货气"多元化气源池，与东部海气形成"东西互补"，显著提升 气源自主掌控力，降低外部现货采购依赖，夯实成本竞争力。同时拓展市场边界，依托西气东输管网， 突破华南区域限制，向西北、华北等沿线市场延伸，重点开拓工业园区、气电客户，与现有LNG 交通 燃料业务形成地域互补，助力全国布局。以此支持业绩长期发展，按20 亿方权益产能及14.77 亿元年利 润测算，项目达产后将成为新增长极，与LPG 码头、东南亚布局形成协同，支撑公司15%复合增长目 标，优化长期成长逻辑。 Q4 展望：气价回升叠加项目落地助力业绩 ...

京能清洁能源(00579)发布截至2025年9月30日止9个月的内部财务数据，该集团取得营业总收入152.72亿 元，同比增加2.02%;归属于母公司所有者的净利润24.25亿元，同比减少5.64%。 ...

人民网上海10月29日电 (记者张博岚)近日，2025外滩年会在上海举行。本届年会由中国金融四十人论坛 与清华大学联合主办，来自全球21个国家和地区的700多位财经政要、机构高管与学界领袖以"拥抱变 局：新秩序·新科技"为主题，共同探讨在全球秩序重构与科技革命交织背景下的经济、金融与治理议 题。 自2019年创办以来，外滩年会迄今已成功举办七届，共吸引40个国家5000余名财经政要、机构高管与学 界领袖应邀参会，成为国际社会观察中国发展的重要窗口。 本届年会继续秉持"国际化""专业化"原则，共设置21场圆桌对话与11场闭门会议。多国人士在接受人民 网记者采访时表示，团结合作是国家间的共赢之道，中国释放与世界各国共享机遇、共同发展的强烈信 号，为变乱交织的世界注入确定性和正能量。 "世界很关注'十五五'规划的两个方面——中国的经济转型以及中国经济能为世界带来什么。"新布雷顿 森林体系委员会执行董事兼创始人马克·乌赞同记者分享自己的观察。近年来，无论是亚洲基础设施投 资银行、新开发银行、上合组织开发银行等金融机构，还是共建"一带一路"、"金砖+"等凝聚形式，中 国同全球南方国家"从上到下"的关系在持续建立。"可以 ...

Core Insights - The article highlights the development of a clean energy base in Changdu, Tibet, focusing on the integration of solar power and livestock farming in a sustainable ecosystem [1][2] - The city has established a long-term clean energy development plan, aiming to enhance the quality and scale of clean energy production [1] - Collaborative efforts with other regions, such as Fujian, Chongqing, and Tianjin, are being made to develop significant clean energy projects [1] Group 1: Clean Energy Development - Changdu has built and is constructing clean energy installations totaling 17.49 million kilowatts, with 2.98 million kilowatts already completed [1] - The city is leveraging its water, wind, and solar energy resources as part of its three main competitive industries [1] - The "1+3" clean energy cooperation model has been established with other provinces to jointly develop a 700,000-kilowatt solar power project [1] Group 2: Infrastructure and Economic Impact - The construction of power transmission projects like Jinshang DC and Zang-Yue DC will position Changdu as a key hub for electricity export [2] - The clean green electricity generated in Changdu is expected to be distributed nationwide, transforming resource advantages into economic and developmental benefits [2] - The development of a robust power export network will enhance the region's internal development momentum [2]

Core Viewpoint - Southwest Securities maintains a "Buy" rating for CIMC Enric (03899), projecting EPS of 0.63/0.76/0.86 yuan for 2025-2027, highlighting growth in marine clean energy and stable land clean energy, with significant potential in hydrogen energy development [1] Group 1: Financial Performance - For the first three quarters of 2025, the company reported a revenue increase of 7.7% year-on-year to approximately 19.35 billion yuan, with net profit attributable to shareholders growing by 12.9% to 770 million yuan [1] - Clean energy revenue accounted for 77.7% of total revenue, while liquid food and chemical environment revenues made up 14.2% and 8.1%, respectively [1] Group 2: Business Segments - In Q3, the company delivered 5 vessels, with marine clean energy business revenue soaring by 51.7% year-on-year to about 1.747 billion yuan, and total vessel deliveries reaching 14 by September 30, 2025 [2] - New orders for marine clean energy amounted to approximately 8.646 billion yuan, a 16.2% increase year-on-year, with a record backlog of 19.953 billion yuan, up 39.5% [2] - The clean energy segment's revenue grew by 19.4% year-on-year to around 15.04 billion yuan, driven by the recovery in domestic natural gas consumption [2] Group 3: Challenges and Market Conditions - The liquid food segment experienced a revenue decline of 13.9% year-on-year to 2.738 billion yuan due to macroeconomic uncertainties stemming from U.S. tariff policies [3] - The chemical environment segment saw a revenue drop of 28.2% to 1.573 billion yuan, impacted by a challenging global economic landscape and increased market competition [3] - Despite challenges, the chemical environment segment maintained its leading global market share in tank containers and is actively pursuing new growth opportunities in high-end medical device components [3]

Core Viewpoint - The "2025 China Tibet Development Forum" held in Linzhi aims to discuss high-quality economic development in Tibet through innovative and collaborative approaches, focusing on the development of highland characteristic industries [1][3]. Group 1: Forum Objectives and Themes - The forum's theme is "Innovation-driven, Open and Win-win: Development Path and Opportunities for Modern Industrial System with Highland Characteristics" [1]. - The event seeks to gather insights from various sectors to promote the high-quality development of the highland economy [1]. Group 2: Key Speakers and Topics - Notable speakers included Jiang Zelin, former Deputy Secretary-General of the State Council, and experts from various fields discussing topics such as highland agriculture, clean energy, digital technology, and cultural tourism integration [3]. - The discussions emphasized the dual-driven approach of highland agriculture and the enhancement of Tibetan medicine and barley resources [3]. Group 3: Dialogue Mechanism - The forum established a high-level dialogue mechanism among government, academia, and industry, which is crucial for building consensus and exploring development paths for Tibet's characteristic industries [3]. - The dialogue included a focus on transforming "engineering dividends" into sustainable "industrial benefits" through collaboration in energy, digital, transportation, and industry sectors [3].

Group 1 - The green energy ETF (562010) showed active performance on October 30, with an intraday price increase of over 3.1%, currently up 2.44% [1] - Major stocks in the ETF include Arctech, which surged over 11%, and Yongxing Materials, which rose more than 8% [1] - The National Development and Reform Commission proposed that by the end of the 14th Five-Year Plan, new electricity demand will primarily be met by clean energy, promoting the construction of wind and solar bases in Northwest China [1] Group 2 - The Ministry of Finance and other departments extended the VAT exemption for offshore wind power, encouraging resource allocation towards offshore wind energy and promoting the development of submarine cables and wind power equipment [1] - Customs data indicated that from January to September 2025, the export value of power equipment increased by 36.33% year-on-year, with transformers and switches performing well in African and Latin American markets [1] - According to招商证券, the lithium battery production in Q1 2025 is expected to remain strong, benefiting from domestic trade-in policies, with storage demand also showing good growth [1][2] Group 3 - The solid-state battery sector is experiencing frequent catalytic events, boosting the lithium battery sector's recovery and accelerating the industrialization process [2] - The State Grid's investment is projected to exceed 650 billion yuan for the first time, entering a high growth cycle [2] - The wind power industry has set a target of adding no less than 120 million kilowatts of new installed capacity during the 14th Five-Year Plan period, providing guidance for high-quality development [2]