"合规是企业的立身之本，只有依法合规经营，企业才能行稳致远。税务部门对我们的涉税风险提醒和 业务辅导，帮助我们提高了风险防范意识和应对潜在税务风险的能力，让企业更好安心发展。"克拉玛 依天华新能源电力有限公司财务总监张长任说。 良好的营商环境是企业成长发展的重要保障。胡杨河税务局将充分发挥税收职能作用，持续优化纳税服 务举措，为企业在依法申报、享受税费支持政策、风险预警等方面提供高效服务，打造更加优质的税收 营商环境，更好助力企业轻装上阵、行稳致远。（魏林慧） "公司目前销售经营情况如何？""对税务部门在纳税服务等方面有没有意见建议？"……税务干部走进企 业生产车间、研发中心，详细了解生产经营、市场拓展、技术创新等情况，并通过座谈交流等形式，宣 讲税费优惠政策和信用激励举措，解答涉税问题，帮助企业梳理排查涉税风险点。 在新疆荣泽铝箔制造有限公司生产车间里，一条条生产线正高速运转，银白色的铝箔如银色瀑布般从生 产线倾泻而出，一派繁忙有序的生产景象。作为一家专业研发、生产和销售高压化成箔的高新技术企 业，该公司绿色环保生产技术处于国内领先水平。企业财务总监任彩艳向前来走访的税务人员介绍了企 业生产研发情况。"在我 ...

证券代码：000537 证券简称：中绿电 天津中绿电投资股份有限公司 投资者关系活动记录表 编号：2025-02 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 所有参会的投资者 时间 2025 年 5 月 15 日 15:00-17:00 地点 1.会议直播地点：深圳证券交易所北方市场服务中心 2. 线 上 参 与 方 式 ： 深 圳 证 券 交 易 所 " 互 动 易 " 平 台 （https://irm.cninfo.com.cn/）"云访谈"栏目 上市公司接待人 员姓名 董事长周现坤 董事、总经理强同波 独立董事翟业虎 财务负责人吕艳飞 董事会秘书伊成儒 形式 现场直播与线上文字交流相结合 交流内容及具体 问答记录 一、业绩发布 公司董事、总经理强同波先生对公司2024年及2025年第一季度 经营业绩进行了解读，包括2024年及2025年第一季度主要财务指标 情况、发电量与电力交易情况、新能源项目建设及资源获取情况、 投融资及公司治理情况等方面内容，并对2025年重点工作进行了铺 排。2025年，公司将聚焦主责主业 ...

Core Viewpoint - Shenzhen Walden Materials Co., Ltd. plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international brand image and core competitiveness [2] Group 1: Company Overview - Walden Materials focuses on the electronic communication and new energy power industries, with five main business segments: electronic materials, communication cables, power, new energy vehicles, and wind power generation [2] - In 2024, Walden Materials achieved a revenue of 6.927 billion yuan, a year-on-year increase of 21.03%, with a net profit of 848 million yuan, also up by 21.00% [2] Group 2: Communication Cable Business - The communication cable segment is the fastest-growing business for Walden Materials, operated by its subsidiary, Huizhou Letin Intelligent Technology Co., Ltd., which specializes in high-speed communication cables and has seen rapid performance improvement due to the growth in artificial intelligence [3] - In 2024, Letin Intelligent was recognized as a key "little giant" enterprise, benefiting from its leading position in single-channel 224G high-speed communication cable technology [3] Group 3: Financial Performance - In Q1 2025, Walden Materials reported a revenue of 1.759 billion yuan, a year-on-year increase of 26.60%, and a net profit of 250 million yuan, up by 35.86% [3] - The demand for high-speed communication cables continues to grow, contributing to an increasing proportion of the company's overall revenue [4]

Group 1 - The core viewpoint of the article highlights the increasing trend of A-share companies seeking to list on both A and H stock markets, with a notable surge expected starting from Q4 2024 [1][6][7] - Wolong Nuclear Materials (沃尔核材) announced plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [1] - Other A-share companies such as Saisir (赛力斯), Zhaowei Electromechanical (兆威机电), and Dongpeng Beverage (东鹏饮料) have also recently announced intentions to list in Hong Kong [1][6] Group 2 - Wolong Nuclear Materials reported a significant increase in revenue and net profit for 2024, with revenue reaching 6.93 billion yuan, up 21.0% year-on-year, and net profit of 848 million yuan, also up 21.0% [3] - In Q1 2024, the company achieved revenue of 1.76 billion yuan, a 26.6% increase year-on-year, and a net profit of 250 million yuan, up 35.9% [3] - Despite strong overall performance, the company experienced a decline in gross profit margins for its new energy products, with a decrease of 4.37% for power products, 3.06% for new energy vehicles, and 1.96% for wind power products [3][4] Group 3 - The article notes that many A-share companies are pursuing H-share listings to expand internationally, with companies like Heng Rui Pharmaceutical (恒瑞医药) and Bai Li Tianheng (百利天恒) citing enhanced global brand influence and funding for international operations as key motivations [8] - Deloitte predicts that around 80 new stocks will enter the Hong Kong market in 2025, raising between 130 billion to 150 billion HKD [8] - The liquidity and valuation of Hong Kong stocks have improved since September 2022, creating favorable conditions for A-share companies to list in Hong Kong [8]

近年来，协鑫新能源致力于清洁能源低碳转型发展，持续加大研发投入，科技创新能力显著增强。特别 是在新能源电站运营管理方面，旗下运营科技公司聚焦行业痛点，探寻差异化发展之路。凭借其15余年 的综合能源运营模式和技术优势，自主研发的"鑫翼连"综合能源管理平台依托AI算法，平台不仅能实时 监控300余座多业态新能源场站的13吉瓦装机容量，更能为场站提供覆盖全生命周期的智能管理解决方 案，使运维效率与能源价值实现双跃升。此外，协鑫新能源加强与行业伙伴的深度协作，积极参与电力 技术标准的顶层设计，为行业的可持续发展奠定了筑牢根基。 据协鑫新能源相关业务负责人介绍，未来，协鑫新能源将持续深耕能源产业基础科技化和产业链现代 化，在强链补链延链的征程中，持续释放绿色动能，推动全球能源转型迈向全新高度。 在碳中和浪潮席卷全球的当下，一场由数字技术驱动的能源革命正悄然改写产业格局。5月8日至9日， 中国电力企业联合会第二届电力行业科技创新大会在广东省广州市召开。会上，协鑫新能源运营科技有 限公司以"数字能源领航者"之姿惊艳亮相，向业界展示了如何依托互联网、大数据、前沿技术构建的智 慧运维体系，实现风、光、储、充等多业态全生命周期一 ...

Core Viewpoint - The company,沃尔核材, reported strong growth in Q1 2025, with revenue and net profit increasing significantly year-on-year, and outlined plans for future capacity expansion and strategic focus on electronic communication and new energy sectors [2][6]. Financial Performance - In Q1 2025, the company achieved revenue of 1.759 billion yuan, a year-on-year increase of 26.6% [6]. - The net profit attributable to shareholders was 250.39 million yuan, up 35.86% year-on-year [6]. - The company's gross profit margin stood at 32.53% [6]. Business Growth and Strategy - The company is actively expanding its production capacity, with ongoing projects in Malaysia and Huizhou to meet business development needs [2][3]. - The focus will remain on the "electronic communication + new energy power" sectors, with a commitment to cost leadership and enhanced automation and digital management [2][3]. R&D and Innovation - The company has increased its R&D investment to drive innovation in high-end products, particularly in the electronic communication and new energy sectors [3][4]. - Recent innovations include the stable mass production of the single-channel 224G high-speed communication line, which has met customer demand [4][5]. Market Outlook - The company anticipates continued growth in its high-speed communication cable business, driven by increasing demand for computing power [4][5]. - The overall market for electronic communication and new energy power is expected to expand, aligning with national development strategies [5]. Institutional Ratings - In the last 90 days, four institutions have issued buy ratings for the stock, indicating positive sentiment among analysts [7]. Profit Forecasts - Various institutions have provided profit forecasts for 2025, with estimates ranging from 1.149 billion yuan to 1.241 billion yuan, reflecting confidence in the company's growth trajectory [9].

Group 1 - The core viewpoint of the article highlights the recent research conducted by the well-known private equity firm,淡水泉, on a listed company, 国能日新, focusing on the distributed photovoltaic power generation sector and its regulatory environment [1] - The National Energy Administration has issued guidelines requiring distributed renewable energy to have "four capabilities" management functions, which is expected to drive growth in the company's power prediction business for distributed photovoltaic clients [1] - The company anticipates a high industry prosperity with an expected addition of 20 million kilowatts of new installed capacity in the year 2025, following a significant increase of 7,433 million kilowatts in the first quarter [1] Group 2 - The electricity trading market is becoming more market-oriented, with an increasing proportion of renewable energy entering the market, leading the company to enhance its product service quality and optimize trading strategies [1] - The company has received approval from the China Securities Regulatory Commission for a specific stock issuance in 2024 and plans to proceed with the issuance and fulfill information disclosure obligations within the stipulated timeframe [1]

Financial Performance - In 2024, the company achieved revenue of approximately CNY 550 million, a year-on-year increase of 20.50% [1] - The net profit attributable to shareholders was CNY 93.59 million, up 11.09% year-on-year [1] - In Q1 2025, revenue reached approximately CNY 145 million, a growth of 40.14% [1] - The net profit attributable to shareholders in Q1 2025 was CNY 16.61 million, increasing by 34.58% [1] Business Segments Power Prediction Services - By the end of 2024, the company served 4,345 power station clients, a net increase of 755 clients, representing a growth rate of 21.03% [2] - Revenue from power prediction services in 2024 was CNY 309 million, accounting for 56.29% of total revenue, with a gross margin close to 70% [2] - Equipment revenue for power prediction was CNY 78.73 million, up 23% year-on-year [2] Smart Grid Control - The smart grid control business generated approximately CNY 124 million in revenue in 2024, a growth of 28.01%, representing 22.55% of total revenue [3] Innovative Business Development - The innovative business segment achieved revenue of CNY 30.81 million in 2024, a year-on-year increase of 24% [5] - R&D investment in 2024 totaled CNY 95.33 million, accounting for 17.34% of total revenue [5] Market Trends and Policies - In Q1 2025, the total installed capacity of wind and solar power in China increased by 74.33 million kW, a year-on-year growth of over 20% [12] - The company anticipates that the new energy sector will maintain a favorable operating environment in 2025, with an expected addition of 200 million kW of wind and solar capacity nationwide [12] Shareholder Returns - The board proposed a profit distribution plan for 2024, which includes a cash dividend of CNY 4.70 per 10 shares and a bonus share issue of 2 shares for every 10 shares held, totaling nearly CNY 47 million in cash dividends [6] Future Outlook - The company plans to enhance its product offerings in the distributed photovoltaic market, focusing on power prediction systems and integrated solutions for energy management [9][10] - The introduction of the "Kuangming" AI model is expected to improve prediction accuracy and enhance the company's market share in power prediction services [20]

Core Insights - Inner Mongolia is a traditional energy region that is also rapidly developing as a new energy and green energy hub, with significant growth in renewable energy capacity and generation expected in 2024 [1] Group 1: Renewable Energy Development - In 2024, Inner Mongolia plans to add 41 million kilowatts of new installed renewable energy capacity, bringing the total to 135 million kilowatts, with an expected generation of 200 billion kilowatt-hours [1] - The region is implementing multiple new energy projects, including the second and third batches of large-scale renewable energy bases, which require expedited grid connection [1][3] Group 2: Infrastructure and Grid Connection - The construction of the Bayannaoer–Victory 500 kV transformer project is underway, which will enhance the transmission efficiency of clean energy and meet the demand for an additional 1 million kilowatts of wind power [2] - The first batch of large wind and solar base projects includes three major projects, all of which are operational, demonstrating rapid project execution [2][3] Group 3: Power Transmission and Delivery - As of March 23, 2024, the ±800 kV HVDC project from Xilingol to Taizhou has delivered over 11 billion kilowatt-hours, contributing to a cumulative delivery of 605.27 billion kilowatt-hours from Inner Mongolia [4] - The region has established eight HVDC transmission corridors to various provinces, facilitating a steady increase in power delivery [4] Group 4: Future Plans and Collaborations - A memorandum of cooperation was signed between State Grid Corporation and Inner Mongolia for the "Shagao Desert" base, accelerating the preliminary work for HVDC projects [5] - The company is committed to advancing the second round of HVDC development and expediting the approval and construction of multiple HVDC projects [6]