Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Watts Water (WTS) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system ...

Core Insights - Dongying City is leveraging geothermal energy development as a key strategy to balance energy security and the "dual carbon" strategy, establishing a unique "Dongying model" for geothermal energy utilization [1][5] - The city has rich geothermal resources, with a distribution area of 5,655 square kilometers, accounting for 68.6% of the total area, and a proven underground hot water resource of 247.3 billion cubic meters [5][7] - The city plans to implement 10 geothermal energy projects by 2025, aiming to add 10 million square meters of geothermal heating area, with a target of 1.5 million square meters for the 2024 heating season [5][7] Geothermal Energy Utilization - The Dongying Economic and Technological Development Zone is constructing a clean heating energy station, which will cover nearly 1 million square meters for heating in the upcoming season [1] - The Xuzhou Road clean heating energy station, operational for one heating season, utilizes a "heat extraction without water consumption + pressure-free reinjection" technology, achieving water temperatures of 60-65°C for supply stations and 40-50°C for residential users [3] - The geothermal heating projects are expected to save 15 yuan per square meter in heating costs and reduce coal consumption by approximately 220,000 tons and CO2 emissions by about 550,000 tons annually [3] Development Plans - The "Dongying City Geothermal Resource Development Special Plan (2023-2030)" outlines a development layout of "one base and two models," focusing on clean energy coal replacement in urban areas [5] - The city is promoting the "geothermal + civil heating" model to replace coal on a large scale, with multiple regions already adopting geothermal heating [5][7] - The Dongying Economic and Technological Development Zone's geothermal clean heating project, with an investment of 580 million yuan, is set to become the largest single-area geothermal heating project in the province [7]

Core Insights - The article highlights the strategic development of Fangshan District in Beijing, focusing on attracting technology companies through supportive policies and innovative business models like "front store, back factory" [1][3][6] Group 1: Industry Development - Fangshan District is becoming a hub for high-tech industries, particularly in green energy and new materials, leveraging its research and manufacturing capabilities [1][4] - The district is forming clusters of high-precision industries, with a focus on smart manufacturing and intelligent medical engineering [1][4] Group 2: Government Support - The Beijing Investment Promotion Service Center and local authorities are actively facilitating connections between companies and application scenarios, addressing challenges such as "technology lacking scenarios" [2][3] - A new action plan for 2024-2026 aims to create significant application scenarios and demonstration projects to support the development of four major industrial clusters in Fangshan [3][6] Group 3: Business Models - The "front store, back factory" model allows companies to conduct research and production in close proximity, enhancing efficiency and reducing costs [3][4] - This model has been integrated into the "14th Five-Year Plan" for high-precision industry development in Beijing, promoting its adoption across the city [3][6] Group 4: Talent and Environment - Fangshan District has introduced the "Gathering Talent Plan," offering various support measures for talent acquisition, including financial rewards and housing guarantees [6] - The district is committed to optimizing the business environment, emphasizing that a high-quality environment is crucial for attracting and retaining quality enterprises [6]

证券代码：000811 证券简称：冰轮环境 冰轮环境技术股份有限公司投资者关系活动记录表 四、讨论了公司应用于核电行业的产品 近期，国家核电建设释放提速信号。在这个领域，公司聚焦 核岛冷却、核能供热等核心场景，研发出一系列核岛冷却、冷却 余热回收、安全壳内无动力空冷器、水热同产同送、核能供暖大 温差长输供热等创新技术，为核电站安全稳定运行与清洁能源高 效利用，提供坚实的技术支撑与解决方案。在国内，服务了红沿 河、宁德、阳江、防城港、海阳、徐大堡、三澳、陆丰、太平岭、 苍南、石岛、白龙等核电站。 旗下换热技术公司依托流体动力技术底蕴，创新研发出安 全壳内屏蔽冷却水系统无动力空冷器，批量供货全球首座商用四 代技术高温气冷堆；旗下顿汉布什公司是全球核岛制冷机服务 商，拥有 20 余年核电服务经验，是国家能源局《核空气和气体 处理规范 通风、空调与空气净化 第 18 部分 制冷设备》标准的 主要起草单位，是国内唯一一个在核岛各个区域都有应用且核岛 制冷机品种最全的生产厂家，有着丰富的国内外案例。旗下华源 泰盟公司以荣获国家技术发明二等奖的吸收式换热技术为基础， 与清华大学合作研发出水热同产同送(应用于核能利用海水淡化 ...

山高控股（00412.HK） 增持-B(首次) "新能源+新基建"双赛道耐心资本，打造电算一体化生态典范 2025 年 6 月 20 日 公司研究/深度分析 公司近一年市场表现 投资要点： | 年 月 基础数据：2024 | 12 | 日 31 | | | --- | --- | --- | --- | | 每股净资产（元）： | | | 1.02 | | 每股资本公积（元）： | | | 0.66 | | 每股未分配利润（元）： | | | 0.45 | | 资料来源：最闻 | | | | 叶中正 执业登记编码：S0760522010001 邮箱：yezhongzheng@sxzq.com 刘聪颖 执业登记编码：S0760524110002 邮箱：liucongying@sxzq.com 算力电力协同是绿色算力发展的必然选择和进阶路径。据国家能源局数 据，2024 年我国可再生能源新增装机同比增加 23%，占电力新增装机的 86%； 发电量同比增加 19%，占全部发电量的 35%；未来新型电力系统中可再生能 源供电占比预计将超过 70%，随着新能源逐渐成为供能主体，新能源发电消 纳问题的严峻性日益凸显。随着 ...

清洁能源稳健，广告增长但毛利收缩。分行业看，2024 年，清洁能源业务营业收入28.08 亿元，占比 80%，同比增长0.88%，主要得益于供暖及蒸汽业务的稳步增长，供暖及蒸汽业务收入22.75 亿元，同比 增长4.05%；清洁能源业务毛利率为33.54%，较上年增加0.26 个pct。广告发布业务营业收入6.7 亿元， 占比19.1%，同比增长12.26%，主要受益于控股子公司兆讯传媒在高铁数字传媒领域的持续拓展：截至 2024 年底，兆讯传媒签约的铁路客运站529 个，开通运营铁路客运站495 个，其中98.4%以上属于高铁 站（含动车），运营4957 块数字媒体屏幕。由于2024 年兆讯传媒广告媒体资源成本增加，广告发布业 务毛利率较上年同期下降8.27 个pct 至33.68%。 燃煤成本进一步下行，2025 年一季度利润回暖。2025Q1，公司实现营业收入16.98 亿元，同比下降 1.06%；实现归母净利润6.18 亿元，同比增长9.56%，主要原因可能为燃煤成本持续下行，山西5500K 动力煤平仓价已从年初（25.1.2）765 元/吨的价格下降至611 元/吨（25.6.4）。 事件：公司发布 ...

从薪柴点亮蒙昧，到煤炭驱动蒸汽轰鸣，再到电力照亮现代文明，能源革命始终是时代更迭的序章。 能源作为文明演进的底层密码，每一次跃迁都在重塑世界图景。 如今，随着算力时代的到来，AI的急速发展加剧"能源焦虑"，能源行业正迎来百年未有之大变局。 此前，国际能源署（IEA）在今年1月的一份报告中曾表示，ChatGPT响应一个请求平均耗电2.9瓦时——相当于将一个60瓦的灯泡点亮略少于三分钟。而据 相关外媒报道，ChatGPT每天响应约2亿个需求，消耗超过50万度电力，约等于1.7万个美国家庭平均一天的用电量。 显然，AI带来的能源需求的激增，让人类正站在"比特驯服瓦特"的历史拐点。 而在这一关键节点，山高新能源(01250.HK)正以惊人的战略转身，精准卡位于"绿电"与"算力"的交汇处。其不再满足于单一能源供应商的角色，而是构建出 一张"三维能源网络"——以风光基地为基座（能源生产），以算力集群为引擎（能源消纳），以交通路网为血脉（能源融合），构筑起中国能源转型的"超 级样本"，意图执掌AI时代的能源命脉。 奠基——风光擎旗，抢占发展先机 万丈高楼平地起。 掌控AI时代的能源话语权，根基在于强大的绿色能源供给能力。 ...

Group 1: Core Collaboration and Technology - The collaboration between the Victorian government and Xiaokongming Group focuses on resource integration and promoting global energy transition and international education [1] - The core project is the "MingLv" energy-saving heating machine, which has a capacity of only 10% of traditional electric boilers and 20% of air-source heat pumps, achieving over 50% savings in initial construction costs and a thermal efficiency of 99.24% [2] - The MingLv heating machine can reduce carbon emissions by approximately 2,128 tons per unit per heating season, equivalent to planting 100,000 mature trees [2] Group 2: Educational Investment and Development - Xiaokongming Group plans to invest 30% of its sales revenue into the construction of a new university, which will focus on energy engineering, environmental science, artificial intelligence, and other cutting-edge disciplines [3] - The Victorian government will support this initiative by providing research funding incentives, including a 43.5% cash rebate on research expenditures [3] Group 3: Market Expansion and Global Strategy - The global layout of the MingLv heating machine is already underway, with plans to enter markets in Australia, New Zealand, and eventually Europe and North America [3] - The collaboration is seen as a model for how Chinese solutions can meet international demands, particularly in the context of the Belt and Road Initiative [4] Group 4: Future Outlook and Economic Impact - The project is expected to generate an annual output value of 3 billion AUD and reduce carbon emissions by over 31.92 million tons, contributing significantly to global climate governance [5] - This partnership represents a key step in Xiaokongming Group's globalization strategy, potentially establishing a new paradigm for Chinese enterprises going abroad through a "technology + education" dual-driven model [5]

供热面积继续增长，煤价下行有望带来2025年业绩改善。2024年公司供暖及蒸汽业务营业收入22.75亿元，同 比增长4.05%，毛利5.56亿元，同比增加10.96%。2024年公司平均供暖面积约7704万平方米，联网面积约 10791万平方米，较2023年同期有小幅增长。2025年3月以来我国动力煤价格快速下行，有望带动褐煤价格下 降，但是公司经营周期影响，煤价大幅下降时点已经接近供暖季尾声，如果煤价下行趋势延续，公司2025年 业绩有望改善。 传媒业务承压，主要系大屏投放后媒体资源成本增加影响。公司子公司兆讯传媒（301102）2024年实现营业 收入6.70亿元，同比增长12.26%，全年实现归母净利润0.76亿元，同比减少43.64%，主要系受大屏投放后媒 体资源成本增加影响。截至2024年12月，兆讯传媒签约的铁路客运站529个，开通运营铁路客运站495个，运 营4957块数字媒体屏幕，已经成为高铁数字媒体广告行业中媒体资源覆盖最广泛的数字媒体运营商之一。 华源证券股份有限公司刘晓宁,查浩,邹佩轩近期对联美控股（600167）进行研究并发布了研究报告《供暖面积 继续增长煤价下行有望带来业绩改善》，给 ...