9月22日，国家能源局、工业和信息化部、国务院国资委、市场监管总局联合发布的《关于推进能源装备高质量发展的指导意见》指 出，到2030年，我国能源关键装备产业链供应链实现自主可控，高端化、智能化、绿色化发展取得显著成效，技术和产业体系全球领 先，国际影响力持续提升，有效保障高效智能能源勘探开发、低碳高效能量转换、低成本高可靠能源存储、高效稳定能源输送等战略 任务，有力支撑新型能源体系建设。 以下为原文 以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二十大和二十届二中、三中全会精神，完整准确全面贯彻新发展理念，统 筹发展和安全，聚焦能源安全与能源转型两大中心任务，以科技创新为根本动力，以能源装备高质量发展为主攻方向，以补短板、拉长 板、锻新板为基本路径，坚持创新驱动、分类施策、应用导向、融合发展的原则，充分发挥新型举国体制优势和超大规模市场优势，推 动能源装备关键核心技术攻关和产业高端化、智能化、绿色化发展，加快形成新质生产力，为构建清洁低碳安全高效的新型能源体系提 供坚强的装备保障。 到20 30年，我国能源关键装备产业链供应链实现自主可控，高端化、智能化、绿色化发展取得显著成效，技术和产业体系全球领 ...

Group 1: Company Overview - Xizi Clean Energy Equipment Manufacturing Co., Ltd. was established in 1955 and listed on the Shenzhen Stock Exchange in 2011, focusing on waste heat boilers and clean energy equipment [3][4] - The company operates four main business segments: waste heat boilers, clean energy equipment, solutions, and spare parts & services [3][4] Group 2: Key Projects and Innovations - The company participated in the first "steam extraction and storage" molten salt energy storage project in China, which enhances load flexibility and can reduce the load to 51 MW (8.5% of Pe) for at least 4 hours [5] - The molten salt storage system achieves an internal heat exchange efficiency of no less than 98% and an electrical conversion efficiency of no less than 70% [5] Group 3: Market Opportunities - Future growth areas include the renewable energy market, nuclear power market, and international markets, leveraging molten salt storage technology and expanding into overseas markets [7][8][9] - The company aims to capture opportunities in the nuclear power sector by upgrading its manufacturing capabilities and establishing a joint venture for nuclear technology [10] Group 4: Competitive Advantages - The company has been involved in 17 solar thermal power demonstration projects since 2010, establishing a strong market presence and technical advantage [12] - The Qinghai Delingha 50 MW solar thermal project is recognized as a benchmark for solar thermal power generation, achieving a record annual output of 146.4 million kWh in 2022 [12] Group 5: Policy and Strategic Initiatives - Recent government policies encourage the development of green electricity projects and zero-carbon parks, which align with the company's initiatives in energy solutions [13] - The company has established China's first zero-carbon factory and is exploring market opportunities under the green electricity direct connection mechanism [13]

格隆汇9月12日丨致远新能(300985.SZ)在互动平台表示，公司全资子公司苏州致邦能源装备有限公司 （简称"苏州致邦"）的产品有船用甲醇燃料供气系统、岸基甲醇加注撬块系统等，产品应用于内河船 舶。苏州致邦的产品不能应用于绿氨领域。 ...

中国经济网北京9月12日讯致远新能（300985）(300985.SZ)昨晚披露关于控股股东之一致行动人减持股 份的预披露公告称，截至公告披露日，公司控股股东之一致行动人(公司实际控制人之一)王然持有公司 股份35,000,000股(占公司股份总数的18.7655%；占剔除公司回购专户持股数量的股份总数的 18.8668%)。 王然计划在自公告披露之日起十五个交易日后的三个月内通过以集中竞价方式减持公司股份不超过 1,855,109股，占公司股份总数的1%；以大宗交易方式减持公司股份不超过3,710,218股，占公司股份总 数的2%。公司总股本186,512,480股，剔除公司回购专用账户中的股份数量1,001,566股,以剔除回购专户 持股数后的总股185,510,914股为计算依据。 2024年6月5日，致远新能发布2023年度分红派息、转增股本实施公告显示，权益分派方案：以公司现有 总股本133,333,400股剔除回购账户中的股份385,700股后的总股本132,947,700股为基数进行本次权益分 派，向全体股东每10股派4.000000元现金红利(含税)，合计派发现金53,179,080.00元。 ...

杰瑞股份于近期接受了易方达基金、摩根基金等17家机构的调研，机构围绕公司天然气业务、海外业 务、核心产品及现金流等方面展开深入交流。 此外，调研活动还安排了现场参观，介绍园区规划，展示公司企业文化、业务布局及关键设备与部件。 本次调研全面展现了杰瑞股份在业务发展、产品创新及投资者回报等方面的情况。 调研活动详情 本次调研活动类别为特定对象调研与现场参观，分两场进行。场次一于2025年9月10日09:00 - 12:00，场 次二在2025年9月11日15:00 - 17:30，地点均为公司总部大楼会议室。参与调研的机构包括易方达基金、 景顺长城基金、国投瑞银基金等多家知名金融机构。杰瑞股份参会人员有曲宁、毛彩霞、宋翔、王鹤 扬。 业务亮点与优势剖析天然气业务：已成为公司业绩重要支撑与增长点。公司凭借贯穿"气体开发—净化 处理—液化储运—终端利用"全业务链条的技术布局，构建起天然气全产业链一体化解决方案能力。 其"工艺设计 + 装备制造 + 工程实施"产业协同模式，能为客户提供项目全生命周期价值服务。公司坚 持创新驱动，提升设备自制率与质量，拥有多项管理体系资质。为满足业务发展，建成并扩建天然气工 业园，产能提 ...

Group 1: Company Overview - The company was established in 1955 and became part of the Xizi Elevator Group in 2002, listed on the Shenzhen Stock Exchange in 2011, and renamed Xizi Clean Energy Equipment Manufacturing Co., Ltd. in 2022 [3][4] - The main business includes waste heat boilers, clean energy equipment, solutions, spare parts, and services, providing comprehensive solutions for environmental equipment and energy utilization [4] Group 2: Market and Development Plans - The company aims to leverage its market and technological advantages to secure orders for three 350 MW projects in the solar thermal sector, enhancing its market share [5] - The solar thermal power technology is becoming a key support for low-carbon development in China, with a focus on large-scale, low-cost independent installations [5] Group 3: Order Situation - In the first half of 2025, the company achieved new orders totaling CNY 2.784 billion, with specific segments: waste heat boilers (CNY 703 million), clean energy equipment (CNY 281 million), solutions (CNY 1.477 billion), and spare parts and services (CNY 323 million) [7] - As of June 30, 2025, the company had a total order backlog of CNY 6.119 billion, emphasizing quality control and optimized order structure for high-quality business development [7] Group 4: Future Market Directions - The company plans to expand into the renewable energy market, focusing on molten salt energy storage technology for various applications, including user-side energy storage and zero-carbon parks [8] - In the nuclear power market, the company is enhancing its manufacturing capabilities and establishing a joint venture to seize opportunities in nuclear power equipment supply [9][12] Group 5: International Expansion - The company is targeting Southeast Asia, South America, and countries along the Belt and Road Initiative for overseas market expansion, with increasing recognition of domestic brands [10] - Since 2024, the proportion of new orders from overseas markets has been rising, making it a significant component of the company's growth [10] Group 6: Product Delivery and Manufacturing - The delivery cycle for boiler products typically ranges from 6 to 12 months for domestic projects, with longer timelines for international projects [11] - The company has over 20 years of experience in the nuclear power sector and is upgrading its manufacturing capabilities to support nuclear power business growth [12][13]

人民财讯9月10日电，9月9日，国际著名氢能专家、英国皇家化学会会士肖钢一行到访兰石集团，开展 技术交流与产业调研。兰石集团党委副书记、总经理王志民，副总工程师王玉虎等参加座谈。与会双方 围绕氢能技术创新、产业布局与国际合作等内容进行了交流探讨。座谈会上，肖钢表示，兰石集团在能 源装备制造领域积淀深厚，具备布局氢能全产业链的突出优势，希望双方共同推进氢能标准体系建设、 深化国际合作，加速氢能规模化应用进程。 ...

Summary of Dongfang Electric's Conference Call Company Overview - **Company**: Dongfang Electric - **Industry**: Energy Equipment Manufacturing Key Points Financial Performance - In the first half of 2025, Dongfang Electric achieved a revenue of **38.151 billion yuan**, a year-on-year increase of **4.03%** [4] - The total profit reached **12.494 billion yuan**, up **18.38%** year-on-year, with a net profit attributable to shareholders of **1.91 billion yuan**, increasing by **12.91%** [4] - New effective orders amounted to **65.485 billion yuan**, reflecting a **16.78%** year-on-year growth [4] Business Segments Performance - **Renewable Energy Equipment**: Significant growth with new orders reaching **20 billion yuan**, up from **14 billion yuan** year-on-year, particularly in wind power [6] - **Nuclear Power**: Revenue increased but gross margin declined due to project margin differences; efforts are ongoing to reduce manufacturing costs from **18,000 yuan** to **15,000 yuan** per kilowatt [8][9] - **Wind Power**: Both revenue and gross margin increased, attributed to high order volumes and improved pricing conditions; the company expects strong competitiveness to continue in the second half of the year [10][12] - **Hydropower**: Improved order quality with new effective orders of **6.1 billion yuan** and new bids of **7.3 billion yuan**, although gross margin declined due to revenue recognition timing [14] - **Coal Power**: Gross margin improved to **19.13%** in the first half, with expectations to maintain around **20%** for the year as low-margin orders have been largely digested [15][25] Cash Flow and Asset Management - Operating cash flow was negative, decreasing by over **4 billion yuan** year-on-year, primarily due to increased procurement expenses and cash outflows for wind power projects [7] - The company is taking measures to enhance cash collection to mitigate cash flow issues [7][18] Research and Development - R&D expenses increased by **16%**, focusing on motors, turbines, and boilers, with hydrogen energy revenue approaching **100 million yuan** [5][17] - The company is actively exploring new fields such as small reactors and advanced nuclear technologies [8][11] Market Outlook - The coal power sector is expected to see stable growth, with a projected annual issuance of over **6,000 megawatts** for desulfurization and denitrification equipment [20] - The hydropower sector is anticipated to maintain a positive trend, with improved order quality and pricing [14] - The gas power segment is facing challenges with a **40%** year-on-year decline in orders, but remains above average levels [5][20] Strategic Initiatives - The company is focusing on high-quality order acquisition and enhancing internal management to improve efficiency [27] - Plans to maintain a dividend payout ratio of around **46%**, with an increase of at least one percentage point annually [22] Additional Insights - The company is optimistic about the future of pumped storage and expects steady growth in bidding volumes [21] - The overall market environment is favorable for the energy equipment sector, with a focus on sustainable and efficient energy solutions [20][21] This summary encapsulates the key insights from Dongfang Electric's conference call, highlighting financial performance, segment-specific developments, cash flow management, R&D focus, market outlook, and strategic initiatives.

Core Viewpoint - The performance of CIMC Group in the Hong Kong stock market has been impressive, with a cumulative increase of nearly 100% since April, driven by multiple factors including valuation recovery, business performance expectations, and policy opportunities [1][3] Financial Performance - In the first half of the year, CIMC Group achieved revenue of approximately RMB 76.1 billion and a net profit of RMB 1.28 billion, representing a year-on-year increase of 47.63% [3] - The overall gross margin improved by 1.94 percentage points to 12.67%, indicating enhanced profitability [3] - The net cash flow from operating activities significantly improved to RMB 7.15 billion, with a nearly 600% increase year-on-year [3] - As of June 30, 2025, the company’s interest-bearing debt was approximately RMB 41.2 billion, a decrease of RMB 5.1 billion compared to the same period last year, with an interest-bearing debt ratio stable at 23% [3] Business Segments - CIMC's marine engineering business, CIMC Raffles, reported revenue of RMB 8.01 billion in the first half of the year, a year-on-year increase of 2.95%, with a gross margin improvement of 5.85 percentage points to 10.8% [4] - The energy and chemical business segment achieved a profit of RMB 460 million, nearly doubling compared to the previous year [5] - The total order backlog for the two major energy business platforms reached over RMB 70 billion as of June 30, 2025 [5] Market Outlook - The global trade volume is expected to grow steadily, with container trade volume projected to increase by 2.6% [5] - The oil and gas investment is recovering, and the marine engineering business is anticipated to enter a phase of performance growth [5] - Several brokerage firms have issued buy ratings for the company, citing sustained growth in domestic container demand and improving performance in the marine engineering sector [6]

Core Viewpoint - Shenzhen Jiejia Weichuang New Energy Equipment Co., Ltd. announced the use of idle self-owned funds for cash management to enhance fund utilization efficiency and increase returns for the company and its shareholders [1][2]. Summary by Relevant Sections Cash Management Plan - The company plans to use up to RMB 6.5 billion of idle self-owned funds for cash management, with the amount being available for rolling use within 12 months from the date of shareholder meeting approval [1]. - The cash management aims to improve fund utilization efficiency without affecting normal operations and ensuring fund safety [1][2]. Investment Products - The company will invest in low-risk, high-safety, and liquid financial products with a maturity of 36 months or less [1]. - Investment decisions will be made by the chairman and general manager within the authorized limits [1]. Risk Control Measures - The company has established a series of risk control measures to mitigate potential market fluctuations, including pre-investment risk assessments and ongoing monitoring of investment products [2]. - The finance department will conduct risk evaluations, while the operations supervision department will audit and supervise fund usage [2]. - Independent directors and the supervisory board have the authority to oversee fund usage and may hire professional institutions for audits if necessary [2].