Core Viewpoint - Jiangsu Changzhou Economic Development Zone is actively constructing a low-carbon industrial ecosystem, focusing on the integration of industrial upgrading and low-carbon transformation, which injects new green momentum into sustainable development [1][2][3] Group 1: Infrastructure Development - The Song Jian Lake Photovoltaic Technology Park features a 580-meter photovoltaic corridor and a solar carport with 50 parking spaces, both set to connect to the national grid [1] - The park includes 20 standard factories, one research office building, and two talent apartment buildings, all equipped with photovoltaic components [1] - The park aims to achieve a total installed capacity of 6.16 megawatts, generating approximately 6 million kilowatt-hours of green electricity annually, meeting 20% of the park's electricity needs [3] Group 2: Carbon Reduction Initiatives - The Changzhou Economic Development Zone plans to build 71.2 megawatts of photovoltaic projects and 18.1 megawatt-hours of energy storage stations by the end of the year, reducing carbon emissions by over 40,000 tons annually [2] - The energy storage station will help save electricity costs and enhance power reliability by charging during low-demand periods and discharging during peak times, contributing approximately 4.55 million kilowatt-hours of peak shaving annually [3] Group 3: Smart Management Systems - The zone has established the city's first intelligent carbon management system for monitoring, analyzing, and providing early warnings on carbon emissions, along with digital carbon footprint certification services for enterprises [2] - A virtual power plant is being developed to integrate distributed photovoltaic resources and energy storage, enhancing the stability and adjustability of the regional power system [5][6] Group 4: Corporate Engagement - The Song Jian Lake Photovoltaic Technology Park hosts 18 high-growth technology companies, with a focus on green manufacturing and carbon management throughout production processes [4] - Companies are optimizing energy structures and implementing energy-saving upgrades to meet international standards and expand their market share [4]

答:尊敬的投资者,您好!智能化是LED行业未来主流发展趋势 之一，智能照明产品将迎来较大增长机遇。2025年通用照明市场 产值有望因存量市场更新改造、对高光质量等产品需求提升而正 向成长，植物照明在垂直农场发展下或迎来增长，公共建筑节能 照明改造有新机遇，LED照明+智能控制系统将打开二次替换需求 增长机遇。 国产替代是光电传感器行业的发展趋势之一，光电传 感器行业将驶入发展的快车道。从近五年的数据来看，光电传感 器市场的年均复合增长率达到了17.2%，预计2025年有望突破1600 亿元。公司把握机遇的举措有：聚焦半导体光集成传感器业务， 构建多维光集成传感技术矩阵；将传感器等技术融入产品和场景 打造业务闭环；攻关5G高频透明柔性超精细电路板技术，延展至 智能驾驶等领域；以半导体传感技术为底座发力数智能碳管理业 务。 感谢您对公司的关注。 证券代码：300632 证券简称：光莆股份 厦门光莆电子股份有限公司投资者关系活动记录表 编号：20250430 | 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 ...