当前，全球能源转型加速推进，碳中和目标驱动下，以绿氢、绿碳、燃料电池、储能、新制氢技术、智慧能源为核心的零碳技术正迎来关键突破期。能源 安全与气候治理的双重挑战，催生了新一轮技术创新与产业变革机遇。可再生能源规模化应用、氢能全产业链发展、碳捕集与利用（CCUS）商业化、新 型储能技术迭代，以及能源数字化与智能化升级，正在重塑全球能源格局，并为构建绿色低碳、安全高效的新型能源体系提供核心支撑。 在此背景下，水木易德投资（Yield Capital）与势银（TrendBank）、水木兴创、GI绿能先锋实验室联合发起2025年零碳技术专精特新创业大赛，作 为"绿能智创，驱动未来"创新季的核心活动，聚焦创新技术孵化与产业化落地，旨在发掘最具潜力的零碳科技企业，推动技术、资本与产业的深度协 同。 我们期待，通过2025年大赛及系列活动的举办，为科技创新者提供展示与成长的舞台，加速技术从实验室走向产业化；为产业伙伴对接前沿技术，推动 零碳解决方案在真实场景中的规模化应用；为投资机构发掘高成长性项目，共同培育绿色能源领域的未来领军企业；最终，通过创新生态的协同，为全球 能源转型与碳中和目标的实现注入持续动力。 "宁波膜智信 ...

10月9日，远光软件盘中上涨2.07%，截至13:08，报6.40元/股，成交2.18亿元，换手率1.96%，总市值 121.93亿元。 资金流向方面，主力资金净流入556.97万元，特大单买入2759.39万元，占比12.63%，卖出2502.75万 元，占比11.45%；大单买入5441.70万元，占比24.90%，卖出5141.37万元，占比23.53%。 远光软件今年以来股价涨11.69%，近5个交易日涨0.47%，近20日涨4.23%，近60日涨6.31%。 资料显示，远光软件股份有限公司位于广东省珠海市科技二路23号远光智能产业园，成立日期1998年12 月29日，上市日期2006年8月23日，公司主营业务涉及国内电力行业财务和管理软件的开发与销售。主 营业务收入构成为：数字企业82.10%，智慧能源9.32%，人工智能5.77%，数据资源整合及服务1.85%， 其他0.96%。 远光软件所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：财税信息化、 AIAgent（智能体）、RPA概念、华为鲲鹏、军民融合等。 截至9月20日，远光软件股东户数9.11万，较上期减少0.86%；人均 ...

Group 1 - The 2025 International Digital Energy Expo was held in Shenzhen from September 18-21, focusing on "Deep AI Energy, Creating the Future" with 35 participating companies, a 60% increase from last year, covering areas such as smart manufacturing, smart photovoltaics, and new materials [1][4] - The Futian exhibition area showcased an "AI + Green Energy" theme, presenting a unique ecosystem of the new energy industry characterized by "headquarters + R&D + scenarios," highlighting nine AI-enabled scenarios including smart grids and virtual power plants [3][4] Group 2 - Futian District has been actively developing the digital energy sector, creating a trillion-level new industry cluster with a projected output value of approximately 150 billion yuan by 2025, maintaining double-digit growth for several years [4] - Major industry leaders like Huawei and Shenzhen Gas Group presented innovative solutions for energy stability and low-carbon smart city transformations, while Shenzhen Energy Group introduced a minute-level renewable energy power forecasting system [6] Group 3 - Participating SMEs demonstrated significant innovation in energy digitization, with products like VERTI-X from Hailiang Technology and a lightweight BIPV system from Xinmingguang showcasing the integration of AI in energy and transportation [7] - Shenzhen Capital Operations Group played a crucial role in capital empowerment and industrial promotion in the green low-carbon and green finance sectors, contributing to the green transition through equity investment and ESG integration [8] Group 4 - The "AI + Green Energy" zone featured nine major green energy scenarios, including a virtual power plant control center and a national-level green low-carbon public institution, demonstrating the integration of AI in energy management [9] - The "Green Digital Industry Park" and "Smart Zero Carbon Complex" were highlighted as examples of advanced energy systems, showcasing the largest distributed photovoltaic capacity and innovative energy management technologies [10] Group 5 - The first day of the expo saw successful collaborations, such as a strategic partnership between Senruo New Materials and Hong Kong's Jardine Matheson to combine phase change energy storage technology with building energy efficiency [11] - Products from Youdian Energy Technology attracted interest from international buyers, creating new market opportunities for the company [11]

Core Viewpoint - Trina Solar's stock has experienced a decline of 11.76% year-to-date, with a recent drop of 2.01% on September 12, 2023, indicating potential challenges in the market [1] Company Overview - Trina Solar, established on December 26, 1997, and listed on June 10, 2020, is located in Changzhou, Jiangsu Province, China. The company operates in three main business segments: photovoltaic products, photovoltaic systems, and smart energy [1] - The revenue composition of Trina Solar includes: photovoltaic products (64.66%), system solutions (21.23%), other (5.54%), digital energy services (4.42%), and energy storage (4.14%) [1] Financial Performance - For the first half of 2025, Trina Solar reported a revenue of 31.056 billion yuan, a year-on-year decrease of 27.72%, and a net profit attributable to shareholders of -2.918 billion yuan, a significant decline of 654.47% [2] - Since its A-share listing, Trina Solar has distributed a total of 3.487 billion yuan in dividends, with 2.410 billion yuan distributed over the past three years [3] Shareholder Information - As of July 31, 2023, Trina Solar had 44,400 shareholders, a decrease of 3.02% from the previous period, with an average of 49,129 circulating shares per shareholder, an increase of 3.12% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 151 million shares (a decrease of 13.048 million shares), and various ETFs showing changes in their holdings [3]

Core Viewpoint - The stock of YuanGuang Software has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 7.85%, indicating volatility in its market performance [1]. Financial Performance - For the first half of 2025, YuanGuang Software reported a revenue of 1.055 billion yuan, representing a year-on-year growth of 0.98%, while the net profit attributable to shareholders was 75.43 million yuan, showing a significant increase of 33.61% [2]. Shareholder Information - As of August 20, 2025, the number of shareholders for YuanGuang Software decreased by 2.36% to 86,900, with an average of 20,240 circulating shares per shareholder, which increased by 2.42% [2]. - The company has distributed a total of 800 million yuan in dividends since its A-share listing, with 186 million yuan distributed over the past three years [3]. Stockholder Composition - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which reduced its holdings by 7.24 million shares to 14.99 million shares, while Southern CSI 1000 ETF increased its holdings by 1.16 million shares to 12.58 million shares [3].

Core Viewpoint - Trina Solar's stock has experienced a decline of 15.91% year-to-date, with a recent drop of 2.05% on September 1, 2023, indicating potential challenges in the market [1] Company Overview - Trina Solar, established on December 26, 1997, and listed on June 10, 2020, is located in Changzhou, Jiangsu Province, China. The company operates in three main business segments: photovoltaic products, photovoltaic systems, and smart energy [1] - The revenue composition of Trina Solar includes: photovoltaic products (64.66%), system solutions (21.23%), other (5.54%), digital energy services (4.42%), and energy storage (4.14%) [1] Financial Performance - For the first half of 2025, Trina Solar reported a revenue of 31.056 billion yuan, a year-on-year decrease of 27.72%, and a net profit attributable to shareholders of -2.918 billion yuan, a significant decline of 654.47% [2] - Since its A-share listing, Trina Solar has distributed a total of 3.487 billion yuan in dividends, with 2.410 billion yuan distributed over the past three years [3] Shareholder Information - As of July 31, 2025, Trina Solar had 44,400 shareholders, a decrease of 3.02% from the previous period, with an average of 49,129 circulating shares per shareholder, an increase of 3.12% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 151 million shares (a decrease of 13.048 million shares), and various ETFs showing changes in their holdings [3]

Core Viewpoint - The seventh China-Arab States Expo was held in Yinchuan, Ningxia from August 28 to 31, focusing on clean energy and exploring new opportunities in the energy sector [1] Group 1: Event Overview - The expo featured a clean energy exhibition area and hosted events such as the China-Arab New Energy Industry High-Quality Development Exchange Promotion Conference and the China-Arab Green Low-Carbon Products Matching Exchange Conference [1] - The discussions aimed to explore new opportunities, paths, and models for the development of the new energy industry [1] Group 2: Energy Cooperation Expansion - China-Arab energy cooperation is expanding from traditional areas like wind and solar power to include energy storage, hydrogen energy, smart energy, and ultra-high voltage transmission channels [1]

Core Viewpoint - The stock of YuanGuang Software has experienced fluctuations, with a recent decline of 2.07% and a current price of 6.63 CNY per share, while the company has shown a year-to-date increase of 15.71% in stock price [1] Financial Performance - For the first half of 2025, YuanGuang Software reported a revenue of 1.055 billion CNY, representing a year-on-year growth of 0.98%, and a net profit attributable to shareholders of 75.43 million CNY, which is a 33.61% increase compared to the previous year [2] Shareholder Information - As of August 20, 2025, the number of shareholders for YuanGuang Software is 86,900, a decrease of 2.36% from the previous period, with an average of 20,240 circulating shares per shareholder, an increase of 2.42% [2] - The company has distributed a total of 800 million CNY in dividends since its A-share listing, with 186 million CNY distributed over the last three years [3] Stockholder Composition - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 14.99 million shares (a decrease of 7.24 million shares), and Southern CSI 1000 ETF, which increased its holdings by 1.16 million shares to 12.58 million shares [3]

Core Points - Yongfu Co., Ltd. has seen a stock price increase of 7.28% year-to-date, with a recent price of 25.77 CNY per share and a market capitalization of 4.833 billion CNY [1][2] - The company specializes in power planning consulting, engineering design, EPC contracting, smart energy, intelligent operation and maintenance, and power energy investment [2] - As of June 30, the number of shareholders increased by 1.47% to 18,100, while the average circulating shares per person decreased by 1.36% to 10,338 shares [2] Financial Performance - For the first half of 2025, Yongfu Co., Ltd. reported operating revenue of 977 million CNY, a year-on-year decrease of 1.88%, while net profit attributable to shareholders increased by 3.13% to 31.26 million CNY [2] - The company has distributed a total of 129 million CNY in dividends since its A-share listing, with 46.27 million CNY distributed over the past three years [3] Market Activity - The stock experienced a 2.06% increase during intraday trading on August 29, with a trading volume of 10.77 million CNY and a turnover rate of 0.23% [1] - The company is categorized under the construction decoration industry, specifically in specialized engineering, and is involved in various concept sectors including pumped storage, nuclear power, ultra-high voltage, offshore wind power, and wind energy [2]

Group 1 - The stock price of Trina Solar is reported at 16.17 yuan, down 0.55 yuan or 3.29% from the previous trading day, with a trading volume of 7.13 billion yuan [1] - Trina Solar's main business includes the manufacturing of photovoltaic products and system solutions, with key products such as photovoltaic modules, photovoltaic systems, and smart energy [1] - The company operates globally and holds a significant position in the photovoltaic industry chain [1] Group 2 - In the first half of the year, Trina Solar achieved operating revenue of 31.01 billion yuan, with module shipments exceeding 32 GW, where the domestic market accounted for slightly over 50% and the European market for slightly over 25% [1] - The company has adjusted its sales strategy for the U.S. market due to policy risk assessments, but has noted a recovery in U.S. module prices and plans to accelerate sales in the second half of the year [1] - Trina Solar has reported a backlog of energy storage orders exceeding 10 GWh, with an annual energy storage shipment target of over 8 GWh [1] Group 3 - On August 27, the net outflow of main funds was 53.08 million yuan, with a cumulative net outflow of 156.67 million yuan over the past five days [1]