新华财经北京6月13日电（康耕甫）近日，SNEC PV+ 2025国际光伏储能两会（以下简称"SNEC 2025"）在上海开幕，来自全球95个国家和地区的3600余家企业参展。双良节能以"零碳智慧共生"理 念，携零碳园区整体解决方案亮相本届展会，并与闳扬新能源签订了金额为4.5亿元的绿电制氢系统销 售合同。 2025年是"十四五"收官之年，也是"十五五"谋篇布局之年，清洁能源发展将迎来新跨越，以"双碳"目标 为引领的新发展格局加速构建。零碳园区作为工业碳中和的路径之一，将从试点示范走向规模化推广， 成为产业绿色升级的关键载体；碳排放标准与绿电交易市场的完善，也将让零碳园区成为企业的核心竞 争力之一。 双良节能依托在光伏、氢能、储能、电能利用等领域的制造实力，形成系统解决方案能力，打造零碳园 区内部共生；同时，通过产业链融合，双良链动外部资源，为客户提供从规划、建设到运营的全生命周 期解决方案，打通外部共生；此外，通过融合数字化技术，也让园区管理从"经验驱动"转向"数据驱 动"。 据了解，双良节能零碳园区整体解决方案在发电端，使用定制"光-氢-储"系统，屋顶光伏发电，直供生 产办公，以绿电制绿氢，既可做工业原料 ...

Core Insights - The SNEC PV+ 2025 International Photovoltaic and Energy Storage Conference in Shanghai showcased over 3,600 companies from 95 countries, highlighting its significance in the global photovoltaic industry [1] - The company presented its "Zero Carbon Smart Symbiosis" concept, emphasizing a comprehensive solution for zero-carbon parks that integrates manufacturing capabilities in photovoltaic, hydrogen, energy storage, and electricity utilization [1][2] - The development of zero-carbon parks is positioned as a key pathway for industrial carbon neutrality, with the potential for large-scale promotion and becoming a core competitive advantage for enterprises [1][4] Company Solutions - The company offers a customized "Light-Hydrogen-Storage" system for power generation, utilizing rooftop photovoltaic power for direct supply, green hydrogen production for industrial use, and large-scale liquid-cooled energy storage for grid peak regulation [1][5] - In energy efficiency, the company leverages over 40 years of experience in energy-saving technologies, employing green electricity devices and waste heat recovery to enhance energy utilization [1][5] - The company has developed a carbon management platform for real-time monitoring of energy flow and carbon emissions, enabling precise control and efficient management [1][6] Market Position and Recognition - The company has a leading position in the photovoltaic sector, with over 65% market share in polysilicon reduction furnaces and nearly 100 GW capacity in monocrystalline silicon wafers, ranking among the top three in the industry [4] - The company was recognized in the "PVBL2025 Global Photovoltaic Brand Value Top 20" and "PVBL2025 Global Photovoltaic Top 100" lists [4] - The company’s products have received multiple certifications and are sold in international markets, including South Korea, Italy, and Brazil, demonstrating strong global demand [4] Technological Innovations - The company’s centralized immersion liquid cooling system for energy storage achieves over 50% energy savings and maintains temperature control precision within ±0.2°C, enhancing battery safety and lifespan [5] - The company has established a 5 GW electrolyzer manufacturing base and developed the world's largest single hydrogen production alkaline electrolyzer, showcasing its technological advancements in green hydrogen production [5] - Continuous innovation in green electricity applications, including low-energy consumption products and waste heat recovery technologies, supports energy efficiency and carbon reduction [5] International Strategy - The company emphasizes internationalization as a strategic direction, establishing 11 global subsidiaries and offices, and serving over 100 countries in various fields including photovoltaic, hydrogen, and CO2 storage [8] - The company has formed strategic partnerships with international firms, enhancing its global presence and reputation [8] - Recognition in global ESG rankings underscores the company's commitment to sustainable development, which is increasingly becoming a standard for international business [8] Future Outlook - The company aims to optimize its zero-carbon park solutions and collaborate with global partners to build a sustainable zero-carbon ecosystem, contributing to global climate governance [9]

事件 公司 24 年实现营收/归母净利润/扣非后归母净利润 34.1/1.9/1.8 亿元，同比+21%/+1%/-1%； 其中 24Q4 实现营收/归母净利润/扣非后归母净利润 17.4/0.6/0.5 亿元，同比+32%/-28%/-38%，环比+209%/+68%/+47%。 证券研究报告·A 股公司简评 专用设备 2024 年年报及 2025 年一季报点评：气体运营 并表贡献增量，绿氢核心设备验证持续推进 核心观点 2024 年公司实现总营业收入 34.10 亿元，同比增长 21.46% ；利润 总额达到 2.66 亿元，同比增长 37.7%；实现归母净利润 1.89 亿 元，同比增长 1.09%，营收及利润总额大幅增长主要系气体运营 业务于 24Q2 并表，传统煤化工设备、工程业务表现平稳，预计 核心设备毛利率维持稳定。公司围绕绿氢、绿醇产业链布局电解 槽、气化炉、提纯装置等核心设备及工艺，有望在煤化工向绿色 化工过渡，绿氢及氢基产品渗透率提升的趋势下成为公司利润的 第二增长曲线。 公司 25Q1 实现营收/归母净利润/扣非后归母净利润 8.5/0.34/ 0. 33 亿元，同比+257%/+164 ...