"考研时我只有一个简单的想法——回江苏老家。"南京腾图节能科技有限公司负责人马正军坐在堆满技 术资料的办公室里，回溯创业起点。这名第八届"挑战杯"中国大学生创业计划竞赛金奖获得者，如今已 在创业这条路上走了10多年。 在江苏大学读研期间，马正军进入国家水泵及系统工程技术研究中心。在这里，他第一次系统性地认识 到，那些隐藏在工厂角落、市政泵房里的水泵，竟是耗能大户。"水泵用电占全社会总用电量的20%以 上。这是个隐蔽的'能源黑洞'，但反过来看，也是巨大的节能蓝海。"这点燃了他的科研热情，也悄然 埋下了创业的种子。 真正将技术设想转化为创业蓝图，源于参加由共青团中央领衔主办的第八届"挑战杯"中国大学生创业计 划竞赛。2012年，马正军在导师指导下组建参赛团队，以"腾图节能科技有限责任公司创业计划"项目参 赛。"备赛过程中我们整理了实验室积累的专利、奖项和工程案例，光是商业计划书就迭代了30多 版。"他回忆说，"那时候电脑里存了40G的备赛资料，每一版PPT都反复打磨，答辩问题准备了上百 个。" 有一天晚上9点多，马正军接到一个陌生来电，对方说，"我在电视上看到你了，你们做的项目很有意 义，我想聊聊合作"。紧接着， ...

导语：是拐点，还是喘息？ 作者：市值风云 App：白猫 从亏 5000 万到赚 3 个亿，南网电源：告别亏损，难别 "大股东依赖" 年初，一份业绩预告让南网能源（003035.SZ）的投资者稍微松了一口气。 经历了 2024 年的亏损阴霾后，公司终于迎来了曙光。根据最新的公告，南网能 源预计 2025 年归母净利润将达到 3.0 亿元至 3.6 亿元。要知道，就在上一年， 这个数字还是亏损 5813 万元。 | 项目 | 本报告期 | | 上年同期 | S | | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 盈利：30,000 万元-36,000 万元 | 亏损：5,812.58 万元 | | | | 扣除非经常性损益后的净利润 | 盈利：30,700 万元-36,700 万元 | 亏损：10,521.64 万元 | | | | 基本每股收益 | 盈利: 0.0792 元/股-0.0950 元/股 | 亏损：0.0153 元/股 | | | （业绩预告） 从亏损超五千万到盈利三个亿，这不仅是一个数字的跳跃。它背后折射出的是这 家"含着金汤匙出生"的企业，在重 ...

Core Viewpoint - Nanfang Energy (003035) focuses on energy-saving services and aims to lead a new ecosystem in the comprehensive energy industry, providing one-stop comprehensive energy-saving services for clients, including diagnosis, design, renovation, investment, and operation maintenance of energy projects [1] Company Overview - Nanfang Energy is primarily engaged in energy-saving services [1] - The company's vision is to lead a new ecosystem in the comprehensive energy industry [1] Services Offered - Nanfang Energy provides a range of services including diagnosis, design, renovation, and comprehensive energy project investment and operation maintenance [1]

Group 1 - The core viewpoint of the news is that Nanfang Energy's stock has increased by 5.74%, reaching a price of 7.37 CNY per share, with a trading volume of 539 million CNY and a turnover rate of 2.00%, resulting in a total market capitalization of 27.917 billion CNY [1] - Nanfang Energy, established on December 29, 2010, and listed on January 19, 2021, primarily engages in energy-saving services, providing comprehensive energy-saving solutions including diagnosis, design, renovation, investment, and operation maintenance [1] - The revenue composition of Nanfang Energy includes: industrial energy-saving business (54.92%), building energy-saving business (26.92%), comprehensive resource utilization business (14.70%), urban lighting energy-saving business (2.95%), energy-saving consulting services (0.38%), energy-saving renovation projects (0.11%), and other businesses (0.03%) [1] Group 2 - From the perspective of the top ten circulating shareholders of Nanfang Energy, a fund under Nanfang Fund holds a position, specifically the Nanfang CSI 500 ETF (510500), which reduced its holdings by 419,600 shares in the third quarter, now holding 16.6497 million shares, accounting for 0.44% of circulating shares [2] - The Nanfang CSI 500 ETF (510500) has a current scale of 144.69 billion CNY, with a year-to-date return of 9.14%, ranking 515 out of 5564 in its category, and a one-year return of 47.6%, ranking 1167 out of 4288 [2]

Group 1 - The core viewpoint of the news is the performance and financial metrics of China National Materials Group Corporation (中材节能) as of February 3, with a stock price increase of 5.05% to 8.11 CNY per share and a total market capitalization of 4.951 billion CNY [1] - China National Materials Group Corporation was established on June 1, 1998, and listed on July 31, 2014, focusing on investment, technology development, engineering design, consulting, system integration, and project management in the cement industry [1] - The company's main business revenue composition includes 64.82% from engineering services and equipment, 26.58% from clean energy, and 8.60% from energy-saving building materials [1] Group 2 - Among the top ten circulating shareholders of China National Materials Group Corporation, the Jin Yuan Shun An Fund holds a position, having reduced its holdings by 168,900 shares to 2.0311 million shares, representing 0.33% of the circulating shares [2] - The Jin Yuan Shun An Yuan Qi Flexible Allocation Mixed Fund (004685) has a total scale of 1.564 billion CNY, with a year-to-date return of 4.31% and a one-year return of 50.03% [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 52 days, with the best fund return during his tenure being 602.81% and the worst being -28.79% [3]

南方电网综合能源股份有限公司投资者关系活动记录表 编号：2026-001 | 投资者关系活动 ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 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 | | 活动参与人员 | 国盛证券 高紫明 张津铭 张卓然；嘉实基金 孙逸晨；鹏华基 | | 金 | 司马朝阳；新华资产 杨习之；浔峰投资 李健龙；太和致 | | 远 | 张鑫；睿濮投资 陈志涛；太保资产 魏巍；新华基金 刘龙 | | 龙 | | | 时间 | 2026 年 1 月 30 日 | | 地点 | 广州 | | 形式 | 现场会议 | | 上市公司接待人 | 董事会工作部：程国辉、任嫣然、陈星星 | | 员姓名 | | | | 1.公司 2025 年推动"服务倍增"、"节能倍增"等重点 | | | 专项行动的实施效果如何？ | | | 答：一是开展"服务倍增"，拓展市场新空间。公司组建 | | 交流内容及具体 | 数字服务公司，做强智业公司、鼎云公司，打造覆盖咨询、设 | | 回答记录 | 计、建设、运营、电力交易服务 ...

Core Insights - The article discusses the innovative energy-saving model implemented in the Huainan Municipal Government Center, which addresses the challenges of high energy costs and outdated infrastructure through a partnership with a professional energy service company [1][2]. Group 1: Energy Management Innovations - The Huainan Municipal Government Center has adopted an "energy cost management" model, allowing a professional energy service company to invest in energy-saving upgrades and manage operations, while the government pays a fixed annual fee based on previous energy costs [1][2]. - The upgrades included replacing 28-watt incandescent bulbs with LED radar-sensing lights that consume only 18 watts in active mode and 3 watts when idle, achieving a 70% energy savings [2]. - The installation of a smart energy management platform has enabled real-time monitoring and optimization of energy use, significantly reducing unnecessary energy consumption [2]. Group 2: Financial Impact and Results - By 2025, the energy-saving measures are projected to save approximately 1.708 million kilowatt-hours of electricity and reduce electricity costs by 1.2127 million yuan compared to the baseline year of 2021 [2]. - The initial investment for the project was 3.6225 million yuan, with an expected payback period of 5 years, which may be achieved sooner due to effective energy management [2]. - The project has led to a dual benefit for both the government and the energy service company, with the government focusing on oversight while the company optimizes operations for profit [2]. Group 3: Future Developments - The Huainan Municipal Government Center is exploring additional energy-saving opportunities by utilizing rooftop spaces for distributed photovoltaic power generation, with an expected annual output of 1.62 million kilowatt-hours [3]. - The government plans to expand this energy-saving model to other districts, leveraging data from the smart energy management platform to uncover further energy-saving potentials [3].

Core Viewpoint - The Shandong Provincial Development and Reform Commission has drafted the "Publicity Measures for the Compilation Institutions of Energy Conservation Reports for Fixed Asset Investment Projects (Draft for Comments)" to enhance the management of energy conservation reviews and carbon emission evaluations for fixed asset investment projects, aiming to improve the quality of energy conservation report preparation [1][2]. Group 1: Key Highlights of the Measures - Establishment of a performance publicity system for compilation institutions, which will periodically disclose key indicators such as the review pass rate, review cycle, number of report revisions, and number of projects not approved, to enhance industry transparency and promote a market-oriented approach to quality and service [1]. - Clarification of responsibilities and obligations for all parties involved, requiring compilation institutions to ensure the reports are truthful, professional, and actionable; construction units are responsible for the report content and cannot evade review; and review institutions must conduct strict evaluations and provide feedback in one go. Additionally, a channel for objections and appeals will be established to protect the legal rights of institutions and construction units [1]. - Strengthening credit supervision and joint punishment, where energy conservation review authorities will record violations and push this information to the provincial credit information sharing platform and the online approval and supervision platform for investment projects, implementing joint punishment according to laws and regulations to further standardize industry order [1]. Group 2: Implementation Status - The measures are currently in the public comment phase, and will be further refined and implemented based on feedback received [2].

Group 1 - The company focuses on industrial energy conservation and building energy conservation as its core business areas [1] - The company is actively seizing opportunities from the "dual carbon" strategy to accelerate its strategic transformation [1] - The company aims to expand into "multi-energy collaboration + high-end services" while optimizing its investment strategy [1] Group 2 - The company is implementing key special tasks such as "service doubling" and "energy conservation doubling" [1] - The company is conducting comprehensive management of inefficient projects to enhance risk prevention capabilities [1] - The company is strengthening technological innovation to build core competitive advantages and promote sustainable, high-quality development [1]

南方电网旗下上市公司 南网能源 （003035.SZ）实现扭亏。 1月19日晚间，南网能源披露业绩预告，公司预计2025年实现归母净利润3亿元—3.6亿元，上年同期亏 损5812.58万元。 南网能源表示，2025年，公司节能业务板块巩固拓展，经营收入稳定增长；生物质等存量低效资产 综 合 治理成效显著，生物质项目经营情况改善，减值损失同比大幅减少。 长江商报记者注意到，2025年，南网能源持续剥离亏损业务，包括生物质业务、综合资源利用业务等公 司。公司宣布不再新增投资综合资源利用业务及光伏等智慧绿电项目，转而聚焦高端节能服务，重点拓 展零碳园区、零碳工厂、 虚拟电厂 、数据中心节能等赛道。 为此，南网能源正在推进不超过20亿元的定增事项，将用于节能降碳项目和补充流动资金及偿还有息负 债。 治理低效资产成功扭亏 1月19日晚间，南网能源披露业绩预告，公司预计2025年实现归母净利润3亿元—3.6亿元，上年同期亏 损5812.58万元。 南网能源表示，2025年，公司积极把握"双碳"战略机遇，加快推进战略转型，公司节能业务板块巩固拓 展，经营收入稳定增长；生物质等存量低效资产综合治理成效显著，生物质项目经营情况 ...