Core Viewpoint - Urumqi, as the capital of Xinjiang Uygur Autonomous Region, is a strategic hub for the "Belt and Road" initiative and is focusing on building a modern industrial system through the "Industrial Strong City" strategy, emphasizing advanced manufacturing, modern services, and urban agriculture [1][4][15]. Group 1: Economic Performance - Urumqi's GDP for 2024 is projected to reach 450.216 billion yuan, with a year-on-year growth of 5.3%, surpassing the national average [4][5]. - The primary industry is expected to achieve an added value of 32.47 billion yuan, growing by 6.6%; the secondary industry is projected to reach 1,327.33 billion yuan, with a growth of 10.8%; and the tertiary industry is anticipated to add 3,142.36 billion yuan, growing by 3.3% [5][7]. Group 2: Industrial Development - Urumqi is implementing the "5+2" modern industrial system, focusing on energy and chemical, equipment manufacturing, new materials, biomedicine, and electronic information, along with emerging industries like new energy and environmental protection [15][17]. - The city has seen a significant increase in industrial investment, with 138 industrial projects attracting a total investment of 105.66 billion yuan, marking a 25.8% increase year-on-year [7][9]. Group 3: New Quality Productive Forces - The concept of "New Quality Productive Forces" emphasizes innovation-driven development, characterized by high-tech, high-efficiency, and high-quality production, aligning with the new development philosophy [2][3][11]. - Urumqi is actively responding to national strategies by implementing policies that encourage the development of modern agriculture, green energy, and cultural tourism, among others [11][12]. Group 4: Policy Framework - The Urumqi government has introduced several policies to support the growth of new industries, including financial incentives for high-tech enterprises and measures to promote the development of industrial parks [11][12]. - The "Western Region Encouraged Industry Directory" has added 57 new encouraged industry items for Xinjiang, covering modern agriculture, green energy, and textile industries, providing strong policy support for regional industrial upgrades [11][12]. Group 5: Future Trends - Urumqi is focusing on high-end manufacturing and new material clusters, aiming to create three trillion-level advanced manufacturing clusters by 2025 [28][29]. - The city is also building a future industry ecosystem driven by "three new" initiatives, including commercial aerospace and low-altitude economy [30]. - Urumqi is committed to a green low-carbon transformation, with plans to increase the share of new energy installations to over 50% by 2025 [31].

近日召开的国务院常务会议审议通过《制造业绿色低碳发展行动方案（2025—2027年）》。会议提出， 推进制造业绿色低碳发展是大势所趋，要加快绿色科技创新和先进绿色技术推广应用，强化新型工业化 绿色底色；推进传统产业深度绿色转型，结合大规模设备更新等政策实施，积极应用先进装备和工艺， 加快重点行业绿色改造升级。加快产业结构绿色低碳转型、推动传统产业绿色低碳改造升级，成为题中 应有之义。 产业层面，加快推动钢铁、有色、石化、化工、建材、造纸、印染等传统产业绿色低碳转型，推广节能 低碳和清洁生产技术装备，推进工艺流程更新升级。积极鼓励绿色低碳导向的新产业、新业态、新商业 模式加快发展，建设绿色制造体系和服务体系，提升绿色低碳产业在经济总量中的比重。发展氢能、新 材料、新能源汽车、绿色智能船舶等产业，推进太阳能、风能、潮流能、储能等新能源与清洁能源装备 制造发展。加快推进产业数字化智能化同绿色化的深度融合，深化人工智能、大数据、云计算、工业互 联网等在电力系统、工农业生产、交通运输、建筑建设运行等领域的应用，实现数字技术赋能绿色转 型。 消费者层面，形成绿色低碳生活方式，弘扬艰苦奋斗、勤俭节约精神，坚决抵制铺张浪费和 ...

宏华集团从"制造"向"智造"的转型路径日益清晰，智能钻机与海洋板块业务的持续发力，将使其在能源 装备领域扎实前行。 公开资料显示，在能源装备行业加速转型升级的背景下，宏华集团2024年度业绩报告交出一份营收利润 双增、业务结构持续优化的高分答卷。2024年实现营业收入56.33亿元，近三年复合增长率达24.2%；实 现归母净利润0.08亿元，成功扭亏。此次协议的签订，是标志着宏华集团迈入高质量发展新阶段的又一 次有效验证。随着未来营收结构的持续优化，宏华集团有望持续释放业绩增长动能。 锚定技术先导，领跑智能化钻机。2024年，宏华集团在智能装备领域实现重大突破，其推出的新一代 AI智能钻机通过搭载自研智能钻井系统，可通过机器学习算法优化钻井参数，单井作业效率较传统设 备显著提升。2024年宏华集团已斩获超15亿元智能钻机订单，为中东客户提供数套全球领先的人工岛丛 式井智能钻机，彰显中国高端装备制造的国际竞争力。同时，宏华集团深耕中东市场多年，与全球头部 石油企业在业务、前沿技术研发等领域合作紧密。本次签订的销售协议，其中所涉及的钻机设备通过机 电融合一体化设计，集成智能钻井技术、自动化管具处理、离线处理、区域 ...

Core Viewpoint - The lawsuit involving Houpu Co., Ltd. stems from a contract dispute related to a project initiated in 2012, with the company being ordered to pay 56.7 million yuan in damages, which it plans to appeal against [1][2][4]. Group 1: Lawsuit Details - Houpu Engineering, a subsidiary of Houpu Co., Ltd., is being sued by Ling Shi Tong Yi for contract disputes regarding a liquefied natural gas facility [2][4]. - The court ruled that Houpu Engineering must pay 56.7 million yuan plus interest and restore the land to its original state within specified timeframes [2][4]. - The lawsuit is based on claims that the project did not meet safety distance requirements, preventing it from obtaining necessary administrative approvals [1][4]. Group 2: Company Response and Future Actions - Houpu Co., Ltd. intends to appeal the first-instance judgment and has been in communication with its legal representatives regarding the next steps [2][3]. - The company plans to seek compensation from the original shareholders of Houpu Engineering based on the acquisition agreement, which stipulates that liabilities arising from projects before the transfer of control are the responsibility of the original shareholders [4][5]. - The company has indicated that the lawsuit will not significantly impact its ongoing operations, although it may affect future financial performance [2][6]. Group 3: Financial Implications - The company reported a net loss of 82.39 million yuan in the previous year, highlighting financial challenges amid ongoing legal disputes [6]. - The financial impact of the lawsuit on the company's financial statements will depend on the outcome of the appeal and subsequent legal proceedings [3][6].

股票代码：002534 股票简称：西子洁能 债券代码：127052 债券简称：西子转债 浙商证券股份有限公司 关于 西子清洁能源装备制造股份有限公司 权益分派暨西子转债转股价格调整 的临时受托管理事务报告 债券受托管理人 （住所：浙江省杭州市五星路 201 号） 二〇二五年五月 重要声明 本报告依据《可转换公司债券管理办法》、 《公司债券发行与交易管理办法》 （以下简称《管理办法》）、《公司债券受托管理人执业行为准则》（以下简称 《执业行为准则》）、《西子清洁能源装备制造股份有限公司可转换公司债券之 受托管理协议》（以下简称"《受托管理协议》"）等相关规定及其它相关信息披 露文件以及西子清洁能源装备制造股份有限公司（以下简称"西子洁能"、"发 行人"或"公司"）出具的相关说明文件以及提供的相关资料等，由受托管理人 浙商证券股份有限公司（以下简称"浙商证券"）编制。浙商证券编制本报告的内 容及信息均来源于西子洁能提供的资料或说明。 能源装备制造股份有限公司公开发行可转换公司债券跟踪评级报告》， 跟踪评级情况 西子转债的信用等级为 AA 级，发行人的主体信用等级为 AA 级，评级 展望为稳定 主承销商、债 浙商证 ...

证券代码：300157 证券简称：新锦动力 新锦动力集团股份有限公司 投资者关系活动记录表 编号：2025-003 目前公司在手订单规模增多，在订单签订时合理设置预收款条 件，因此，公司造血能力逐步提高、经营性现金流逐步提升。随着 自身融资能力的逐步提升，公司正在积极寻求多种融资方式，未来 将探索多种融资渠道，进一步优化公司资本结构，为公司可持续发 展提供资金支持。 3、公司介绍目前工厂的产能利用情况，及后续扩大产能的计划 随着国内外市场开拓力度的加大，公司签约订单量显著增长， 产能逐渐趋于饱和。近年来，公司持续加大智能数控设备投入、推 进数字化车间建设，通过对生产流程的升级改造，不断提升生产运 营的智能化与信息化水平，有效提高生产效率。 当前，公司正积极构建"一核三翼"的制造网络体系，以锦州 主厂为技术中枢，专注核心机组总装与工艺研发，布局石家庄、廊 坊、成都三大专业配套基地，以快速提升产品交付能力及交付效率， 确保公司产能能够充分满足公司订单增长需求，保障公司的持续稳 定发展。 4、公司介绍海外市场布局情况及开拓成果 公司以深耕国内市场为基石，推动海外市场布局走深、走实， 深化拓展中亚、中东、东非、北非、 ...

Group 1 - The core viewpoint of the articles highlights the rapid development of renewable energy projects in the Haixi Prefecture of Qinghai Province, emphasizing the integration of green energy and digital economy as a new engine for high-quality development [1][5][10] - The Qinghai 60MW/600MWh liquid air energy storage project is a significant initiative, showcasing the region's potential in energy storage and management [1] - The establishment of a clean energy equipment manufacturing base in Delingha, which includes a 5.X MWh energy storage system, marks a milestone in the development of wind and solar energy integration in western China [2][4] Group 2 - The Haixi Prefecture has abundant solar and wind resources, making it a key area for renewable energy development, with a focus on photovoltaic, solar thermal, and wind power generation [5][6] - The total installed capacity of the Haixi power grid reached 25.87 million kW, with renewable energy capacity accounting for 24.82 million kW, representing 95.9% of the total [10] - The integration of green hydrogen as a high-density energy storage medium is being explored to address challenges in renewable energy consumption and grid stability [7][9] Group 3 - The National Grid Haixi Power Supply Company is actively enhancing its service support system to accommodate a high proportion of renewable energy integration, ensuring efficient resource utilization [5][6] - The company is implementing new technologies and innovations to improve grid stability and management, addressing the challenges posed by the variability of renewable energy sources [6][11] - The development of a "chain-style" service system by the National Grid Haixi Power Supply Company aims to support renewable energy enterprises from the initial connection to the grid [7][10]

证券代码： 002534 证券简称：西子洁能 编号：2025-011 | 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 | | | ☑其他线上交流会 | | 参与单位名称 | 申万宏源证券：李冲； | | 及人员姓名 | 兴全基金：黄煜杰； | | 时间 | 2025 年 05 月 22 日 | | 地点 | 公司会议室 | | 上市公司接待 | 董事会秘书：鲍瑾 | | 人员姓名 | 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？ | | | 公司于 年建厂，2002 年加入西子电梯集团，2011 年深交所挂牌上市， 1955 | | 投资者关系活 | 2022 年更名为西子清洁能源装备制造股份有限公司。公司主要从事余热锅炉、 | | 动主要内容介 | 清洁环保能源发电装备等产品咨询、研发、生产、销售、安装及工程总承包业 | | 绍 | 务，为客户提供环保设备和能源利用整体解决方案。 | | | 目前公司主要包括四部分业务：余热锅炉、清洁 ...

证券代码：002534 证券简称：西子洁能 编号：2025－057 债券代码：127052 债券简称：西子转债 西子清洁能源装备制造股份有限公司 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。 特别提示： 公司股份数量为4,095,400股，该部分已回购的股份不享有参与本次利润分配的权 利。 本×分配比例，即735,111,233股×0.2元/股=147,022,246.60元人民币（含税）；本 次权益分派实施后，除权除息价格计算时，按公司总股本折算的每10股现金股利 应 为 1.988919 元 （ 每 10 股 现 金 股 利 = 现 金 股 利 总 额 / 公 司 总 股 本 *10 ， 即 小数点后六位），每股现金红利应为0.1988919元/股 （含税）计算（每股现金红 利=现金分红总额/总股本，即147,022,246.60元 /739,206,633股=0.1988919元/股， 计算结果不四舍五入，保留小数点后七位）。因此，在保证本次权益分派方案不 变 的 情况下，本次权益分派实 施后的除权除息参考价 =股权登记日收盘价 -0.1988919元 ...

Group 1 - The core issue involves a significant lawsuit against *ST Haiyuan, with a claim amounting to 32,650,257.43 yuan due to a sales contract dispute [1] - The lawsuit was initiated by Suzhou Hongruida New Energy Equipment Co., Ltd. after *ST Haiyuan's subsidiary failed to pay approximately 30,785,792.36 yuan in owed payments [1] - The company has faced a total of 25 lawsuits and arbitration cases in the past twelve months, with a cumulative amount involved of about 25,331,100 yuan, representing 8.70% of the company's latest audited net assets [2] Group 2 - The company currently has bank accounts and assets frozen due to litigation, with the actual frozen amount being approximately 11,981,400 yuan [2] - There are ongoing enforcement actions for some cases, with a total enforcement amount of about 12,320,500 yuan [2] - The impact of these lawsuits on the company's current and future profits remains uncertain, pending the results of annual audits [2]