Group 1 - The Shenzhou-19 manned spacecraft was successfully launched from the Jiuquan Satellite Launch Center, marking a significant event in China's space exploration efforts [1][5] - The Jiuquan Satellite Launch Center, established in 1958, is the earliest and largest comprehensive missile and satellite launch center in China, having achieved numerous milestones in the country's space history [2][4] - Jiuquan is the only site in China designated for manned space launches, highlighting its unique importance in the global context of space exploration [4][11] Group 2 - Jiuquan's geographical location and historical significance as a key point on the ancient Silk Road contribute to its identity and relevance in the aerospace sector [4][19] - The city has leveraged its space launch capabilities to enhance its visibility and tourism potential, integrating aerospace themes into cultural tourism [21][23] - Jiuquan is also developing its renewable energy sector, becoming the largest land-based wind power equipment manufacturing base in China, with significant production capabilities [23][27] Group 3 - The economic performance of Jiuquan has shown promising growth, with a GDP of 705.6 billion yuan in the first three quarters of the year, reflecting an 8.5% increase year-on-year [32][34] - The renewable energy equipment manufacturing industry has seen substantial growth, with output rising from 7.8 billion yuan in 2021 to 20.5 billion yuan in 2023 [35] - The commercial space sector is emerging as a strategic focus for Jiuquan, with significant policy support and a growing market projected to exceed 2.3 trillion yuan by 2024 [38][40]

Core Viewpoint - Qinghai Province is positioned as a crucial ecological zone in China, emphasizing its role in ecological protection and high-quality development, particularly as the "water tower" of China [1][4]. Group 1: Ecological Protection and National Parks - Qinghai has established itself as the first pilot province for the national park system in China, focusing on ecological civilization and natural protection [2][3]. - The Three Rivers Source National Park integrates various types of natural reserves, covering an area of 272,200 square kilometers, which is 39.08% of the province's total land area [3]. - The park has seen significant improvements in water resources, biodiversity, and vegetation coverage, with the population of Tibetan antelope increasing from under 20,000 to over 70,000 [4]. Group 2: Economic Development and Green Transformation - Qinghai is pursuing a strategy to build a world-class salt lake industry, a national clean energy base, an international eco-tourism destination, and a source of green organic agricultural products [6][8]. - The Chaka Salt Lake, covering 5,856 square kilometers, is a key site for potassium fertilizer production, with a total salt resource reserve of 60 billion tons [6]. - The province has seen a 14.74% increase in tourist numbers at the Chaka Salt Lake scenic area, reaching 2.7 million visitors in 2024 [8]. Group 3: Water Resource Management - Qinghai has implemented a robust ecological protection system, focusing on water quality management and soil erosion control, with significant investments in environmental projects [9][10]. - The province's air quality has consistently remained at a good level, with over 96% of days classified as having good air quality [10]. - The introduction of the "Qinghai Provincial National Ecological Civilization High Ground Construction Regulations" aims to enhance ecological governance and provide replicable experiences for national ecological development [11].

西子清洁能源装备制造股份有限公司投资者关系活 动记录表 （2025-06-19） 证券代码： 002534 证券简称：西子洁能 编号：2025-015 | 投资者关系活 | ☑特定对象调研 □ 分析师会议 | | --- | --- | | 动类别 | □媒体采访 □ 业绩说明会 | | | □新闻发布会 □ 路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 上海复旦求是学院：李丰、王顺河、杨谦、徐庆锋、范学法、黄诗棋、商丽、周 | | 及人员姓名 | 良、文耀云、王劲松、李燕、倪小爱、黄志杰、唐咏梅、刘万阳、任杰文、董桁、 | | | 袁园、张栋 19 人 | | 时间 | 年 月 日 2025 06 19 | | 地点 | 公司会议室 | | 上市公司接待 | 董事会秘书：鲍瑾 | | 人员姓名 | 董事长助理：毛一恺 | | | 投资者关系管理专员：孟雪瑶 | | | 1、 公司基本情况及主要业务介绍？ | | 投资者关系活 | 公司于 1955 年建厂，2002 年加入西子电梯集团，2011 年深交所挂牌上市， | | 动主要内容介 | 2022 年更名为西子清洁能源装备 ...

在做强智能网联汽车产业方面，以建设国家智能交通先导应用和"车路云一体化"应用试点城市为契机， 积极吸引自动重矿卡整车产业（运输机器人）落户，同步发展三电系统、汽车电子、线控底盘等配套产 业，着力打造智能网联及新能源汽车制造产业集群。 转自：草原云 记者6月18日获悉，当前，鄂尔多斯市正聚焦新能源装备制造、煤机装备制造、智能网联汽车、智能装 备、低空经济等产业，深入开展精准招商引资，积极承接产业转移，全力推进现代装备制造产业延链建 群、集聚成势。 在做优新能源装备制造产业方面，围绕紧抓快干新能源项目建设，坚持"装机+装备"协同发展，着力引 进隔膜、胶膜、逆变器、塔筒、轴承等产业空白，积极布局钙钛矿叠层技术、固态电池、液流电池等先 进产能，全力构建新能源装备制造全产业链矩阵。 在做大煤机装备制造产业方面，依托煤炭年产能10亿吨等基础优势，结合智慧矿山、智能化煤矿建设， 积极承接采煤、输送、工作面支护、巷道掘进等煤机装备制造及关联产业，着力构建集煤机装备研发、 生产、技术服务于一体的全产业链生态。 作为加快转型发展的新兴工业城市，鄂尔多斯市围绕加快推进新型工业化，先后制定系列产业发展规划 和支持政策，逐步形成发展现 ...

欢迎扫描下方二维码关注： 什么是鼓励类产业企业? 鼓励类产业企业是指以《西部地区鼓励 类产业目录》中规定的产业项目为主营业 务，且其主营业务收入占企业收入总额60% 以上的企业。 《西部地区鼓励类产业目录 (2025年本) 》 新疆篇 《西部地区鼓励类产业目录（2025年 本）》已经开始施行，按省份分列的鼓励类 政策共564条，其中新疆篇有57条，是西部 地区条目最多的省份，其重点支持方向与新 疆"十大产业集群"战略布局高度契合。 对新能源装备制造、储能技术、清 洁能源开发等领域的支持，与新疆 "十大产业集群"中的新型电力系 统产业集群高度一致。 支持新疆发展高端装备制造、新材 料等战略性新兴产业,这与自治区 的先进制造和新材料等战略性新兴 产业集群战略布局高度协同。 扫描二维码↑↑ 查看《西部地区鼓励类产业目录（2025年本）》 对纺织服装产业的支持，与新 疆的棉花和纺织服装产业集群 0 O 来源：新疆税务 推荐阅读 对煤炭清洁高效利用、现代煤 化工等产业的支持，与新疆的 煤炭清洁高效利用产业集群建 设相呼应。 支持新疆的战略性矿产资源勘 查和综合开发利用,这与自治 区的绿色矿业及加工产业集群 建设高度契合 ...

Core Viewpoint - Lansi Heavy Industry is actively advancing its transition to renewable energy, recently winning a significant contract for a compressed air energy storage project valued at 99.96 million yuan [1][2]. Group 1: Company Developments - Lansi Heavy Industry has officially entered the renewable energy market since 2021, focusing on sectors such as photovoltaic polysilicon, nuclear energy, and hydrogen energy [1][4]. - The company has invested nearly 700 million yuan in research and development from 2022 to 2024, leading to continuous revenue growth [1][5]. - Revenue has increased from 4.037 billion yuan in 2021 to 5.791 billion yuan in 2024, with net profit showing fluctuations, reaching 156 million yuan in 2023 [1][5]. Group 2: Recent Contracts and Projects - The company has secured a contract for the "China Power Construction Corporation's" compressed air energy storage project, which will utilize advanced storage technology and is expected to drive local energy storage industry development [2][3]. - Lansi Heavy Industry will provide various storage tanks and associated equipment for the project, marking its largest single order in the compressed air storage sector [2][3]. Group 3: Research and Innovation - The company has made significant strides in the energy storage field, with its high-temperature molten salt storage system entering the market promotion phase [3]. - Lansi Heavy Industry is also expanding its hydrogen energy initiatives, with plans to establish a comprehensive hydrogen production and storage facility by 2024 [3][4]. - The company has signed contracts for hydrogen production equipment projects in Saudi Arabia, indicating its growing international presence [3]. Group 4: Financial Performance - Financial reports indicate that Lansi Heavy Industry's revenue has consistently grown over four years, with a notable increase in the first quarter of 2025, achieving 1.412 billion yuan, a 52.3% year-on-year growth [5]. - The net profit for the first quarter of 2025 was 14.55 million yuan, reflecting a 56.08% decrease compared to the previous year [5]. - The company has completed 37 technology transfer projects, generating orders worth 780 million yuan [5].

Core Viewpoint - Gansu Province aims to establish itself as a significant national base for renewable energy and renewable equipment manufacturing, targeting 160 million kilowatts of installed renewable energy capacity and over 200 billion yuan in production value by the end of 2030 [1][2]. Group 1: Current Status and Future Goals - As of April, Gansu's installed renewable energy capacity reached 67.2 million kilowatts, accounting for 64.7% of the total installed capacity [1]. - By the end of this year, the province aims to achieve 80 million kilowatts of installed renewable energy capacity and exceed 100 billion yuan in production value [3]. - The long-term goal is to double both installed capacity and production value by 2030, reaching 160 million kilowatts and over 200 billion yuan, respectively [1][3]. Group 2: Action Plan and Strategic Focus - The "Action Plan" emphasizes the development of the renewable energy and equipment manufacturing industry as a key focus for building a modern industrial system and accelerating the development of new productive forces [2]. - The plan outlines five functional areas to support the establishment of a national renewable energy base, including a comprehensive development demonstration area, a consumption transformation leading area, an industrial integration cluster area, a reform pilot area, and a multilateral cooperation experimental area [2]. Group 3: Key Tasks and Initiatives - The "Action Plan" includes 22 key tasks across five areas: supply, consumption, technology, system, and cooperation [3]. - Initiatives include enhancing the development of the Shage Desert base, upgrading the power grid, and promoting high-voltage transmission channels to improve renewable energy consumption [3]. - The plan also focuses on building an integrated industry system that combines production, education, research, and application, while advancing electricity market construction and ensuring stable power supply [3].

产业融合释放出乘数效应，激发工业发展活力。在拉萨的吞弥现代农业产业园，北京援藏力量推动形成 集种植、养殖、加工、销售于一体的产业体系；在那曲，浙江宁波援藏工作组助力引入现代化制衣工 厂，带动上下游产业协同发展。这种产业融合模式打破了产业间的壁垒，促进了资源高效配置与产业协 同升级。农业为工业提供原料，工业反哺农业实现增值，服务业则贯通全产业链，形成相互促进、良性 循环的发展格局。产业融合发展不仅推动了西藏工业的转型升级，更提升了产业整体竞争力，为西藏经 济高质量发展注入持久活力。 产业援藏是推动西藏经济高质量发展的重要动力。各援藏省市立足西藏特色、聚焦产业提质增效，发挥 政策和资源双优势，积极打造内外发展双动能，与时俱进完善、创新援助模式，实现从"输血式"帮扶 到"造血式"发展，从单一项目支持到全产业链培育的转变，推动雪域高原实现产业兴藏、产业富民，走 上绿色化数字化现代化的高质量发展之路。 产业援藏重在精准发力。西藏清洁能源资源得天独厚，太阳能、风能等蕴藏量巨大，但长期以来受制于 产业链短板，资源优势难以转化为经济优势。这一矛盾在产业援藏的创新实践中找到了突破口。援藏省 市因地制宜，将技术、资金、人才引进西 ...

Core Insights - The digital transformation of the manufacturing industry is crucial for advancing new industrialization and building a modern industrial system, with a goal to significantly enhance China's position in the global industrial chain by 2025 [1] Group 1: Digital Transformation in Manufacturing - The "Manufacturing Digital Transformation Action Plan" aims to promote digitalization across major manufacturing sectors by 2025, creating world-class digital manufacturing clusters [1] - Shanghai Electric is a leading enterprise in high-end equipment manufacturing, actively exploring digital transformation and the integration of "digital intelligence and digital systems" [1] Group 2: High-End Digital Solutions - Shanghai Electric integrates digital technologies into traditional energy equipment development and operation, establishing an efficient and intelligent equipment management system [2] - The company has implemented industrial internet and artificial intelligence in wind power equipment, allowing for predictive maintenance and significantly improving equipment reliability and operational efficiency [2][3] Group 3: Intelligent Production Systems - Shanghai Electric's new manufacturing base has undergone intelligent upgrades focusing on smart manufacturing, smart logistics, and digital management [4] - The integration of AI, IoT, and blockchain technologies aims to reconstruct the entire manufacturing process, enhancing real-time mapping between the physical and digital worlds [4][5] Group 4: Comprehensive Monitoring and Management - The new facility has established a comprehensive monitoring and equipment operation system that integrates various functionalities, improving management efficiency through data visualization and analysis [5] Group 5: Integrated Soft and Hard Product Systems - Shanghai Electric is developing a soft and hard integrated product system that includes intelligent basic components, manufacturing equipment, system integration, industrial software, and industrial internet platforms [6][7] - The company is enhancing its digital infrastructure and applying cutting-edge technologies to create smart workshops and factories, aiming to set industry benchmarks [7]

据悉，中电建肥城2x300MW盐穴压缩空气储能电站项目采用国内首套基于新一代储能理念设计的先进 储能方式，系统储能及发电效率高，设备有效利用率超过常规储能系统。项目建成投产后将成为当地打 造千万千瓦级"储能之都"的重要引擎，推动新型储能技术产业化跨越式发展。兰石重装将为该项目提供 储热水罐(球罐、立式罐)及其附属设备包含冷热水球罐、定压罐、大型柱罐及换热器等设备及工艺系统 集成。 6月6日晚间，兰石重装发布公告称，公司近日收到中国电力建设股份有限公司采购中心发来的《中标通 知书》，公司中标中电建(肥城)新能源有限公司招标的"中国电建（601669）中电建肥城2×300MW(一 期)盐穴压缩空气储能电站储热水罐及其附属设备项目"，中标价格为9996万元。 本报讯(记者刘欢)在全球能源结构转型与"双碳"目标大背景下，兰州兰石重型装备股份有限公司(以下简 称"兰石重装（603169）")紧抓市场机遇，持续推动转型升级，加力发展核能、氢能、光热、储能、高 温合金新材料等新能源产业，市场开拓不断取得新突破。 兰石重装相关负责人表示，该项目是公司在熔盐储能、波浪能发电储能、氨氢耦合储能领域实现系统集 成设计及关键装备市场 ...