3号机组采用先进的超超临界二次再热技术，并具备18%BMCR负荷深度调峰能力，显著提升了机组在新型电力系统中的灵活性和适应性，有力 支撑新能源消纳。机组在168小时试运期间，锅炉、汽轮机、发电机等主要设备及其附属设备运行安全稳定，自动、仪表、保护投入率、汽水品 质合格率均达到100％，脱硫、脱硝、除尘装置投入率达到100%，各项环保指标达到国家超低排放要求。 后续，该机组将同步配套污泥掺烧系统，在原有全球最大污泥耦合掺烧全量化处置工程的基础上，增加掺烧污泥量，为深圳市固废处置提供核 心支撑，助力"无废城市"建设。 深汕公司始终坚持"争创国家优质工程金奖"的建设目标，自2023年6月28日开工以来，项目按照高标准开工、高质量建设、高水平投产的"三 高"要求，全力克服酷暑、台风、暴雨天气等自然环境的挑战，勇攀电力建设高峰，确保了工程建设顺利推进。 深圳商报·读创客户端记者 刘淑芳 近日，华润电力深汕公司3号机组圆满完成168小时满负荷试运行，成为华南地区"十四五"期间核准并建成投产的首台百万千瓦级超超临界二次 再热燃煤机组。 深汕公司3号、4号机组扩建工程是广东省"十四五"建设的清洁煤电重点工程，是粤港澳大湾区重 ...

Group 1 - China's economy shows strong growth in high-tech manufacturing, with an increase of 9.5% in value added for large-scale high-tech manufacturing in the first half of the year [2] - Strategic emerging service industries also saw significant growth, with revenues increasing by nearly 10% from January to May [2] - The innovation-driven development strategy is gaining momentum, enhancing the vitality of innovation and driving economic growth [2] Group 2 - Traditional industries are undergoing upgrades, with companies like Xiangtan Steel focusing on high-end and specialty steel products to capture market demand [3][4] - The integration of advanced technologies such as AI and 5G in industries like coal mining is improving safety, efficiency, and environmental sustainability [5] - Companies are increasingly adopting innovative technologies to enhance productivity and reduce training times, as seen in Suzhou Huazhan Aerospace Electric Co. [5] Group 3 - The development of compound semiconductor industries is crucial, with companies like Huagong Technology achieving breakthroughs in laser wafer cutting equipment [6][7] - Innovation is essential for industries to withstand risks and enhance resilience, with a focus on addressing critical technological challenges [8] Group 4 - The transformation of scientific achievements into productive forces is accelerating, with companies like Xihai Biotechnology rapidly moving from research to industrial production [9] - Over 77% of R&D investment in China comes from enterprises, highlighting the importance of market-driven innovation [9] Group 5 - New industries are gradually emerging, with a focus on sectors such as marine technology and hydrogen energy, as demonstrated by the launch of China's first offshore CCUS project [12] - The development of new materials, such as high magnesium lightweight aluminum, is key to enhancing competitiveness in various fields [15] Group 6 - Private enterprises are becoming increasingly active in innovation, with sectors like integrated circuits and artificial intelligence seeing significant growth [16][17] - Foreign investment is shifting towards innovation-driven projects, as evidenced by new R&D facilities established by companies like Siemens in China [18] Group 7 - Continuous innovation efforts are supported by a robust talent pool, with China leading globally in the number of R&D personnel and STEM graduates [22] - The integration of education, technology, and talent development is crucial for fostering innovation and high-quality growth [21]

为推动新一代煤电全方位升级，北仑电厂在一期改造项目中投入1.6亿元，开展1000兆瓦超超临界二次 再热机组低碳高效灵活协同关键技术研究，创新实施12级回热、烟气余热高效利用、新一代脱硫除尘一 体化等10余项技术，有效提升机组整体能效。同时，利用多能互补和储能耦合技术，实现火、风、光、 储多能协同和工业供热经济性的同步优化，厂内2台6.25兆瓦风电与47.57兆瓦光伏全部接入电网，实现 绿电100%消纳。试运行期间，8号机组平均负荷率达100.1%；各项性能指标优异；颗粒物、二氧化硫、 氮氧化物的平均排放浓度分别为0.6、5、16毫克每标准立方米，达到国内同类型机组领先。 北仑电厂是我国首家利用世界银行贷款建设的火电厂，首台机组于1991年建成投产，截至今年6月已累 计完成发电量超6700亿千瓦时。2009年起北仑电厂实施全厂对外供热，2011年完成国内首台背压机驱动 引风机改造，2012年完成国内首台600兆瓦机组增容提效改造，2020年完成国内首台1000兆瓦机组增容 提效改造，2021年全面完成7台机组汽轮机通流改造，2024年实现厂内"火风光储"多能联动。 记者6日从国家能源集团获悉，当日国能浙江北仑电 ...

机构：东方证券 研究员：杨震 核心观点 24 年公司业绩增长20%。根据郑煤机2024 年年报，公司在2024 年实现收入370.52 亿元，同比增长 1.73%，实现归母净利润39.34 亿元，同比增长20.16%，煤机板块、亚新科、恒达智控等主要产业板块 的业绩创历史最好水平。其中24Q4 实现收入91.96 亿元，同比0.36%，实现归母净利润8.75 亿元，同比 增长8.49%。 煤机板块收入稳增，净利润增长30%。2024 年公司煤机板块实现收入194.70 亿元，同比增长3.27%，实 现净利润41.65 亿元，同比增长30.44%，实现归母净利润39.93 亿元，同比增长30.83%。从毛利率看， 液压支架及其他煤机设备产品及物料毛利率33.44%，同比增加4.18pct。我们认为2024 年公司煤机板块 毛利率的提升对盈利贡献较大。根据年报，公司煤机板块盈利改善的主要原因是利润率高的产品占比提 升和材料成本下降。 汽车零部件板块收入持平，利润短期承压。2024 年公司汽车零部件板块实现收入175.82 亿元，同比增 长0.07%，实现净利润2.57 亿元，同比下降6.99%，实现归母净利润1. ...

郑煤机 20250611 郑煤机管理层积极持股，股权激励计划增加股权比例，分红比例不断提 升，增强投资者信心，提高公司治理水平，计划 2030 年收入翻倍至 400 亿元。 Q&A 郑煤机在 2025 年 6 月被推荐为东方财富月度金股的投资逻辑是什么？ 摘要 A 股煤炭板块涨幅超 10%，煤炭行业盈利稳健性显著提升，当前周期以 存量替代需求为主，需求结构稳定，煤炭产量持续创新高，多数煤企保 持盈利，保障资本开支。 当前周期与上一轮周期相比，需求结构由新增产能需求转为存量替代需 求，设备更换比例稳定，煤炭产量持续增长，企业盈利能力较好，生产 积极性高。 煤机设备开支占吨煤成本比例小，经济压力对设备更换周期影响不大， 仅在全面亏损时可能延长更换周期，但目前大部分企业仍保持盈利。 2024-2025 年龙头企业市占率提升明显，规模和质量优势使其维持较 好盈利，中小企业经营压力大，兼并重组增多，龙头企业订单稳定甚至 增长。 预计 2025 年煤炭行业需求将稳健回升，主要原因是存量产量不断提升， 预计该趋势将持续到 2030 年，龙头企业市占率将继续提升，业绩稳定 性高。 郑煤机汽车零部件业务预计 2025 年迎来收 ...

Core Viewpoint - The establishment of the Henan Steel Group is a strategic decision aimed at enhancing the competitiveness and efficiency of the steel industry in Henan, addressing the challenges of a fragmented market structure and optimizing resource allocation [5][6][14]. Industry Overview - The steel industry is a crucial pillar of the national economy and a key indicator of regional economic strength and industrial competitiveness [4]. - Recent years have seen the steel industry facing deep adjustments, characterized by high production, high costs, low demand, and low profitability, leading to a "three highs and three lows" situation [5]. Company Developments - The formation of the Henan Steel Group in March 2023 has garnered significant attention, aiming to consolidate the previously fragmented steel enterprises in the province [5][6]. - The group is expected to leverage economies of scale to enhance procurement power, reduce costs, and stabilize market prices, thereby improving competitiveness both domestically and internationally [6][10]. Strategic Focus - The Henan Steel Group is focusing on high-end steel production, particularly in special steel, to meet the growing demand from sectors such as automotive and new energy [10][15]. - The group has two main bases: the Anyang base, which specializes in high-strength steel and thin specifications, and the Zhoukou base, which is developing thick plates for high-end applications [8][9][15]. Market Positioning - The group aims to enhance its brand recognition and product quality through resource integration and technological innovation, positioning itself to compete effectively in both domestic and global markets [6][10][15]. - The strategic layout of the two bases allows for a dynamic adjustment of product offerings, catering to diverse market needs and enhancing overall profitability [9][15]. Future Outlook - The Henan Steel Group's transformation is seen as a vital step towards high-quality development, with a focus on integrating into the national market and addressing the challenges posed by competition from coastal provinces [12][15]. - The group's commitment to innovation and collaboration with upstream and downstream partners is expected to strengthen its market position and drive growth in high-value segments [12][15].

Core Insights - The exhibition "UGOL ROSSII & MINING 2025" will take place from June 3-6, 2025, in New Kuznetsk, organized by Kuzbass Fair and supported by Beijing Shengruida International Exhibition Co., Ltd [1] - The event, established in 1993, has grown significantly, with the 2024 edition featuring 100,000 square meters of exhibition space, 841 companies, and 60,000 attendees, showcasing its industry influence [3] - The upcoming exhibition is expected to attract over 1,200 companies from more than 30 countries, covering a 100,000 square meter area, highlighting advancements in mining technology and equipment [5] Exhibition Highlights - The exhibition will present a comprehensive range of mining technologies and equipment, focusing on: 1. Core mining equipment, including intelligent coal mining machines and hydraulic supports, emphasizing efficiency and safety in coal mining [5] 2. Innovations in mineral processing technology, showcasing complete solutions from raw ore processing to concentrate production [5] 3. Green development solutions, featuring coal washing and processing technologies, as well as ecological restoration techniques [5] 4. Intelligent safety systems, including explosion-proof electrical equipment and 5G remote monitoring systems, to enhance mining safety [5] 5. Cutting-edge technological breakthroughs, such as the global launch of a digital management platform for mines and a 5G+AI real-time monitoring system [5] Market Opportunities - The ongoing geopolitical situation has altered procurement patterns, presenting opportunities for Chinese companies to enter the Russian-speaking market with high-cost performance equipment [7] - The exhibition serves as a platform for companies to connect with Russian buyers and explore a trillion-level market [7] - "UGOL ROSSII & MINING 2025" is positioned as both a technological showcase and an ecological collaboration opportunity for industry peers [7]

Core Viewpoint - The company, Kolon New Materials, emphasizes innovation-driven development and has established strong partnerships in the coal and military industries, showcasing significant growth in revenue and profit for 2024 [3][11]. Group 1: Company Overview - Kolon New Materials has been dedicated to the rubber and plastic new materials sector for 29 years, focusing on quality to build its brand [3]. - The company has strategic collaborations with leading enterprises in the coal industry, including Shaanxi Coal Group and Shenhua Energy, which have enhanced its market coverage and product recognition [3]. Group 2: Military Industry Engagement - The company has responded to national policies by leveraging its R&D advantages in rubber and plastic materials to create a military product matrix, establishing partnerships with numerous defense enterprises and research institutions [7]. - Kolon New Materials has received various honors in the military sector, including recognition as a key supplier and advanced unit in military-related business [7]. Group 3: Financial Performance - In 2024, the company achieved a revenue of 483 million yuan, representing a year-on-year growth of 9.46%, and a net profit attributable to shareholders of 86.91 million yuan, up 4.25% [11]. - Military product revenue increased by 30.88%, and the overall gross margin improved to 41.26% [11]. - The company's earnings per share reached 1.33 yuan, with a net asset value per share of 11.13 yuan, reflecting a year-on-year increase of 17.41% [11]. Group 4: Future Development Strategy - The company plans to continue focusing on its industry, enhancing technical capabilities to become a specialized manufacturer of dual-use rubber and plastic components [11]. - Kolon New Materials aims to uphold its commitment to innovation and quality, striving for sustainable development across various sectors while creating greater returns for shareholders and society [11].

投资者关系活动记录表 编号：20250428 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 √业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 及人员姓名 | 通过全景网参与冀凯股份 2024 年度网上业绩说明会的投资者 | | 时间 2025 | 年 4 月 28 日 15:00-16:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待 | 董事长：冯帆先生 独立董事：徐超智女士 | | 人员姓名 | 财务负责人：乔贵彩女士 | | | 董事会秘书：田季英女士 | | 投资者关系活动 | 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、公司 2024 年研发投入占营业收入的比例为 | | | 5.47%，请问未来 | | | 是否有计划进一步增加研发投入，以推动技术创新和产品升级？ | | 主要内容介绍 | 您好，感谢对公司的关注。公司 ...

Core Viewpoint - TianDi Technology (600582.SH) has demonstrated significant growth in its operating performance, with a projected net profit exceeding 1.4 billion yuan in the first quarter of 2024, doubling year-on-year [1][4]. Financial Performance - In 2024, the company achieved a revenue of 30.53 billion yuan, a slight increase of 2% year-on-year, and a net profit attributable to shareholders of 2.62 billion yuan, marking an 11.17% increase [4]. - The first quarter of 2024 is expected to see a net profit of 1.43 billion to 1.45 billion yuan, representing a growth of approximately 106% to 109% compared to the previous year [4][5]. - The company has maintained a trend of double growth in revenue and net profit for eight consecutive years since 2017 [2]. Research and Development - In 2024, the company invested 2.188 billion yuan in R&D, with a total of 4,478 R&D personnel, accounting for 24.93% of the total workforce [2][9]. - The company has focused on key core technology breakthroughs and aims to lead technological advancements in the coal industry [2][7]. - The number of invention patents granted in 2024 reached 1,281, with significant growth in patents related to artificial intelligence and carbon neutrality [9]. Dividend Distribution - The company plans to distribute cash dividends of 1.312 billion yuan in 2024, which accounts for 50.04% of the annual net profit attributable to shareholders [3]. Business Segments - The sales revenue from coal machinery manufacturing, the core business, was 12.714 billion yuan, representing 41.65% of total revenue, with stable income and proportion compared to the previous year [6][7]. - Other business segments, including safety equipment and environmental protection equipment, showed varied performance, with sales revenue changes ranging from -27.27% to +11.58% [6]. Strategic Positioning - TianDi Technology is recognized as a leading player in the coal industry, focusing on safe, green, and intelligent development, and is positioned as a national team for technological innovation in coal [7][8].