5.公司的主要业绩增长点？ 广州地铁设计研究院股份有限公司 投资者关系活动记录表 编号：2025-005 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 天风证券 王 涛 地铁设计 孙艺汉 时间 2025年7月8日 地点 公司会议室 形式 现场调研 交流内容及具体问答 记录 一、介绍公司基本情况。 二、交流环节 1.2024年新签订单情况？ 公司2024年整体经营稳健，受到外部市场环境以及各 地轨道交通建设与规划批复周期等因素影响，公司披露的 新中标合同额较以前年度有所减少。公司所从事的轨道交 通勘察设计服务贯穿轨道交通建设的全过程，项目周期通 常在5-8年，目前在手订单充足，合同整体转化平稳。 2.公司工程总承包业务开展情况？ 公司工程总承包业务包括人防工程总承包、设计牵头 的工程总承包以及合同能源管理业务等。2024年，公司工 程总承包业务占比提升，主要系由于人防工程总承包业务 增长以及部分以合同能源管理模式实施的轨道交通空调 系统节能改造项目投入运营所致。 3.发行股份购买资产项目情况？ 为构建系统完善的全过程工程咨询 ...

华蓝集团（301027）6月30日下午发布2024年度公司社会责任报告暨环境、社会及治理(ESG)报告，阐 述了公司在合规治理、绿色环保、创新发展上所做的努力和贡献。这也是公司自上市后连续两年发布 ESG报告。 在创新体系构建上，华蓝集团建设了科技创新平台，扎实推进校企合作，加强智库建设，加速数智转 型。 2024年，公司重点强化AI人工智能与BIM建筑信息模型等前沿技术的应用，完成集团AI算力中心建设并 投入使用，从多个维度构建起显著的数字化竞争优势。 一直以来，华蓝集团秉持可持续发展理念，推行办公室绿色管理，倡导无纸化办公与节能降耗。依托零 碳建筑设计与合同能源管理业务，助力客户实现低碳转型，降低建筑全生命周期碳排放。 同时，公司积极开展节能业务。截至2024年底，公司旗下华蓝数智累计签约合同能源管理业务改造的建 筑面积103.15万平方米、累计投入设备2.39万台(含照明)；其中已完成实施改造正式运营的项目，累计 节约电量655万kWh、累计减少碳排放365万千克二氧化碳，相当于种植19.95万棵树。 在新业务培育上，公司积极响应国家"双碳"目标，大力发展工商业分布式光伏发电业务和合同能源管理 业务。目 ...

证券代码：603656 证券简称：泰禾智能 公告编号：2025-043 合肥泰禾智能科技集团股份有限公司 关于筹划收购资产暨关联交易的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 合肥泰禾智能科技集团股份有限公司（以下简称"公司"）拟筹划以现金 方式收购阳光新能源开发股份有限公司（以下简称"阳光新能源"）持有的安徽阳 光优储新能源有限公司（以下简称"阳光优储"、"标的公司"）100%股权（简称"本 次交易"），交易价格不超过 5,000.00 万元，最终股权收购价格将经进一步审计、 评估后协商确定。 ? 阳光新能源系公司控股股东，本次交易构成关联交易，预计不构成《上 市公司重大资产重组管理办法》规定的重大资产重组。 ? 风险提示： 一、本次关联交易的概述 （一）交易的基本情况 为拓展工商业用户侧储能业务（指在工厂、写字楼等用电侧配置的储能系统， 通过峰谷套利，即利用电网峰谷电价差充放电实现收益，是用户侧分布式储能的 典型应用），公司拟筹划收购阳光优储 100%股权，交易价格不超过 5,000. ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 6月17日，合肥泰禾智能科技集团股份有限公司发布公告，宣布以现金4580万元收购控股股东阳光新能 源开发股份有限公司持有的安徽阳光优储新能源有限公司100%股权。 标的公司阳光优储主要从事工商业用户侧储能项目的投资、开发和运营，主要产品为合同能源管理服 务。而此次交易距离阳光新能源2024年12月正式成为泰禾智能控股股东仅过去半年时间。 阳光优储成立于2023年2月，是阳光新能源的全资子公司，主要从事工商业用户侧储能项目的投资、开 发和运营。其业务模式是在工厂、写字楼等用电侧配置储能系统，通过峰谷套利，利用电网峰谷电价差 充放电实现收益。 此次交易构成关联交易，因为阳光新能源不仅是阳光优储的全资股东，更是泰禾智能的控股股东。阳光 新能源背后是光伏龙头阳光电源，阳光电源持有阳光新能源79.4%的股份。 公司2024年业绩有所回暖，预计归属于上市公司股东的净利润为1700万元至2400万元，同比增长 50.36%至112.27%。今年一季度，泰禾智能实现归母净利润208.97万元，这一数字远低于阳光优储当季 2265.66万元的亏损额。 此 ...

入主泰禾智能（603656）仅逾半年时间，光伏大佬曹仁贤便开始筹划资产注入动作。6月16日晚间，泰禾智能披露公告称，公司拟收购曹仁贤 旗下阳光新能源开发股份有限公司（以下简称"阳光新能源"）持有的安徽阳光优储新能源有限公司（以下简称"阳光优储"）100%股权，本次交 易系跨界并购。另外值得一提的是，标的公司目前净利仍处于亏损状态。对此，泰禾智能也在公告中坦言，本次交易存在较大的跨界经营风 险，对公司当前业绩无法产生正向影响。 | 项目名称 | 2024 年 12 月 31 日 | 2025年3月31日 | | --- | --- | --- | | 资产总额 | 35,296.65 | 34,285.22 | | 负债总额 | 30.338.90 | 29.973.62 | | 净资产 | 4.957.75 | 4,311.60 | | 项目名称 | 2024 年度 | 2025年1-3月 | | 营业收入 | 1,977.61 | 1,570.29 | | 净利润 | -613.21 | -2,265.66 | 跨界并购控股股东储能资产 泰禾智能欲收购控股股东旗下企业跨界储能。 6月16日晚间，泰禾智能披露 ...

Core Viewpoint - Taihe Intelligent plans to acquire 100% equity of Anhui Sunshine Yuchu New Energy Co., Ltd. from its controlling shareholder Sunshine New Energy for no more than 50 million yuan, despite the target company facing high debt and significant losses [1][2]. Group 1: Acquisition Details - The acquisition involves a company that has a debt ratio exceeding 80% and a net loss of over 22 million yuan in the first quarter of this year [1]. - Taihe Intelligent reported a net profit of only 2.09 million yuan in the same period, indicating potential financial challenges due to the acquisition [1][3]. - The target company, Sunshine Yuchu, primarily engages in energy storage projects for commercial users, providing necessary services to save energy costs [2][3]. Group 2: Financial Impact - In 2024, Sunshine Yuchu is expected to generate revenue of 19.78 million yuan, accounting for 3.51% of Taihe Intelligent's total revenue, while in the first quarter of 2025, it is projected to contribute 15% [3]. - Sunshine Yuchu is anticipated to incur a net loss of 6.13 million yuan in 2024 and 22.66 million yuan in the first quarter of 2025, which may negatively impact Taihe Intelligent's financial performance [3]. Group 3: Business Risks and Competition - The company acknowledges significant cross-industry operational risks due to its lack of experience in energy storage, raising concerns about the integration of the new business [1][6]. - There are questions regarding potential competition between Taihe Intelligent and Sunshine New Energy, as both are involved in the energy sector, and the independence of Sunshine Yuchu's operations post-acquisition is uncertain [5][6]. - Sunshine New Energy has a broad investment portfolio in the renewable energy sector, which may complicate the competitive landscape following the acquisition [5][6].

Core Viewpoint - The article emphasizes the commitment of Jiangsu Bank to sustainable development and green finance, highlighting its role as a leader in promoting green financial practices in alignment with national strategies for a harmonious relationship between humans and nature [1][10]. Group 1: Strategic Development - Jiangsu Bank has integrated green finance into its core business strategy since 2013, collaborating with the International Finance Corporation (IFC) to launch energy efficiency loan projects [2]. - The bank established a dedicated green finance department in 2015 and adopted the Equator Principles in 2017, becoming the first city commercial bank in China to do so [2]. - In 2023, Jiangsu Bank set up a leadership group for green finance to implement national policies and released a three-year work plan for green finance development [3]. Group 2: Product and Service Offerings - Jiangsu Bank has developed a comprehensive green finance product system covering nine sectors, including corporate credit, investment banking, and retail banking [4]. - The bank has introduced innovative products such as "green innovation combination loans" and "contract energy management loans" to support the renewable energy sector [4]. - Jiangsu Bank has also launched transformation finance services, including "ESG performance-linked loans" and "carbon account-linked loans," to assist enterprises in their transition to low-carbon operations [5]. Group 3: Collaborative Efforts - Jiangsu Bank actively collaborates with government agencies and other financial institutions to create a green finance ecosystem, establishing partnerships with various departments to enhance green finance initiatives [7]. - The bank has taken a leading role in setting industry standards for green finance, participating in the development of multiple national and local green finance standards [7][8]. - Jiangsu Bank has engaged in international cooperation, joining the UK-China Green Finance Workgroup and adopting the United Nations' Principles for Responsible Banking (PRB) [8][9]. Group 4: Future Commitments - Jiangsu Bank aims to deepen its green finance innovations and optimize resource allocation to contribute significantly to the vision of a beautiful China, aligning with the "Two Mountains" theory [10].

简言之，其核心盈利模式依赖峰谷电价差获利，不过这一模式正面临三重挑战：首先江苏等地已明 确缩小电价峰谷价差，预计将直接削薄20%至30%的利润空间，而且峰谷价差缩小已成为全国政策 大趋势；其次，随着新能源全面入市交易，电站收益的不确定性逐步增加；最后，这种商业模式技 术门槛较低，容易被复制，难以形成护城河。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：第一财经 近日国投集团旗下中成股份发布发行股份购买资产并募集配套资金暨关联交易预案。公司拟通过发 行股份的方式向中国技术进出口集团有限公司(下称"中技进出口")购买其持有的中技江苏100%股 权，并向不超过35名特定投资者募集配套资金。 公告显示，中技江苏成立于2021年，注册资本6349万元， 主营业务主要是为工商业用户侧储能项 目的投资、开发和运营，主要产品为合同能源管理服务，向用户提供必要的储能、充放电等服务。 目前已承建并运营江苏时代(一期)、时代上汽、江苏时代(二期)、时代广汽、东莞基站等工商业用户 侧储能项目。在运营的储能电站主要位于江苏省溧阳市、广东省东莞市、广东省肇庆市、广东省广 州市和河 ...

Core Viewpoint - The article emphasizes the commitment of Jiangsu Bank to green finance and sustainable development, highlighting its role as a leader in promoting a harmonious relationship between humans and nature in China [1][3]. Group 1: Strategic Development - Jiangsu Bank has integrated green finance into its strategic planning since 2013, collaborating with the International Finance Corporation (IFC) on energy efficiency projects [2]. - The bank established a dedicated green finance department in 2015 and adopted the Equator Principles in 2017, becoming the first city commercial bank in China to do so [2]. - In 2023, Jiangsu Bank set up a leadership group for green finance to implement national policies and released a three-year work plan for green finance development [3]. Group 2: Product and Service Offerings - Jiangsu Bank has developed a comprehensive green finance product system covering nine sectors, including corporate credit, investment banking, and retail [4]. - The bank has introduced innovative products such as "green innovation combination loans" and "ESG performance-linked loans" to support various green projects [5]. - Jiangsu Bank's ecological finance services focus on environmental protection and urban green development, offering products like solid waste loans and soil restoration loans [5]. Group 3: Collaboration and Ecosystem Building - Jiangsu Bank actively collaborates with government agencies and other financial institutions to create a green finance ecosystem, enhancing its professional capabilities [7]. - The bank has established partnerships with various government departments and has been involved in setting industry standards for green finance [7][8]. - Jiangsu Bank promotes knowledge sharing and collaboration among banks through initiatives like the establishment of a green finance alliance for small and medium-sized banks [8]. Group 4: International Engagement - Jiangsu Bank has engaged in international cooperation, joining the UK-China Green Finance Working Group and becoming a signatory to the UN Principles for Responsible Banking (PRB) [8][9]. - The bank has taken leadership roles in international forums, contributing to the development of new standards for sustainable finance [9][10]. - Jiangsu Bank aims to align its operations with global best practices in sustainable finance while addressing local market needs [8].

可控核聚变概念持续火热，富煌钢构开盘不到3分钟直线拉升封住涨停。"富煌钢构官微"微信公众号日 前发文表示，由公司承建的紧凑型聚变能实验装置项目（BEST）迎来突破——5号楼屋面首段钢结构桁 架完成高精度滑移安装，标志着这座世界级科研设施建设进入核心攻坚阶段。 无人驾驶概念早盘掀涨停潮，万马科技、玉禾田、云内动力等约20只个股收获涨停。机构分析认 为，"十五五"期间，随着自动驾驶技术成熟及交通法规完善，无人配送有望进入大规模应用阶段，若产 业化顺利，无人配送车产业链及即时零售优质企业将受益。 今日早盘，A股主要股指高开高走，盘面迎来普涨格局。截至午间休市，上证指数报3363.97点，涨 0.72%，深证成指、创业板指分别涨1.12%和1.16%。全市场超4400只个股飘红，超80只个股涨停。 A股主要股指早盘表现 个股方面，中成股份早盘股价触及跌停，截至午间收盘下跌5.77%。本报昨日曾报道，中成股份拟收购 中技江苏100%股权。对此有人存疑，认为标的公司业绩单薄，2024年净利润仅1815万元，能否支撑市 值50亿元的上市公司转型还有待观察。 可控核聚变概念火热 早盘，可控核聚变概念继续走强。富煌钢构在开盘3 ...