晋景新能(01783)的最新财报，向市场透露了一个关键信号。 6月25日，锂电回收全球化服务商晋景新能发布了2025财年(截至3月31日止12个月)的业绩公告。数据显示，公司报告期内的收入约为8.7 亿(港元，下同)，同比大增92.3%，股东应占亏损为1574万，较2024年亏损7886.2万大幅缩窄80%。 若剔除若干项不反映业务持续经营表现的一次性开支后，晋景新能2025财年已实现盈利。报告期内，晋景新能的经调整EBITDA录得盈 利4476.4万元，而2024财年该指标为亏损4005.6万元。 显然，晋景新能于2025财年取得了收入近乎翻倍增长且真实盈利超4400万元的亮眼业绩，这可以说是晋景新能自转型以来于业绩层面取 得的里程碑式进展。而这背后，得益于晋景新能逆向供应链管理及环保相关服务的爆发式成长。 但若结合产业发展趋势以及晋景新能的布局来看，目前仅是晋景新能逆向供应链管理及环保相关服务业绩开始释放的初始阶段，特别是 晋景新能已搭建起了立足于香港、链接粤港澳、辐射东南亚及欧美市场的全球电芯循环服务体系，随着公司已签约客户项目的逐步落地 以及新客户的持续拓展，该服务体系将于"双碳"时代展现巨大价值，从 ...

Core Viewpoint - The article highlights the transformation and development of Qingyang, a revolutionary old district in the Shaanxi-Gansu-Ningxia border area, showcasing its historical significance during the Anti-Japanese War and its current economic growth driven by agriculture and digital economy initiatives [1][3][9]. Economic Development - Qingyang has maintained a stable grain planting area of over 5.9 million mu, contributing to its reputation as the "grain warehouse of Longdong" [3]. - The primary industry added value in Qingyang increased from 7.393 billion yuan in 2012 to 13.247 billion yuan in 2024, representing a growth of 79.1% [9]. - The per capita disposable income of rural residents rose from 4,262.4 yuan in 2012 to 14,200 yuan in 2024, marking an increase of 233.1% [9]. - In 2024, Qingyang's GDP is projected to reach 121.322 billion yuan, with a year-on-year growth of 5.1%, and a total increase of 127% since 2012 [9]. Agricultural Innovation - The development of specialty industries, including vegetables, apples, and livestock, has significantly improved the income of local farmers, with per capita net income exceeding 18,000 yuan [7][9]. - The village of Liling has seen infrastructure improvements, including road construction and access to tap water, enhancing the quality of life for residents [7]. Energy and Digital Economy - Qingyang has established large-scale integrated energy bases for wind, solar, and thermal power, contributing to the region's energy supply [12]. - The "East Data West Computing" project has positioned Qingyang as one of the top ten data center clusters in the country, with a tenfold increase in computing power since early 2024 [14]. - Qingyang is now a crucial part of the national integrated computing power network, transitioning from historical agricultural contributions to modern digital resources [15].

Group 1 - The Ministry of Industry and Information Technology has announced the first batch of key pilot platforms, with 16 platforms from Sichuan province selected, ranking fifth nationally and first in the western region [1] - The selected platforms are primarily distributed across raw materials industry, consumer goods industry, equipment manufacturing, information technology, and emerging and future industries, with a total investment exceeding 4.3 billion yuan [1] - The platforms provide various services including technology verification, product performance testing, engineering services, compliance support, technology transfer, and value-added services [1] Group 2 - Notable projects include the ultra-precision micro-nano structure optical materials and devices manufacturing pilot platform by Chengdu Feiste Technology Co., which offers concept verification services for optical materials [1] - The Dongfang Electric Group's hydrogen industry technology pilot platform aims to achieve green energy supply and core equipment verification, promoting key technological breakthroughs [1][2] - The province plans to enhance the pilot platform cultivation mechanism in line with the development needs of six major advantageous industries and the "15+N" key industrial chains [2][3]

Core Viewpoint - The credit rating report for Guangdong Wenkai Green Technology Co., Ltd. indicates a stable credit rating of A- with concerns regarding its financial performance and operational challenges in the ecological environment sector [4][5][6]. Company Overview - Guangdong Wenkai Green Technology Co., Ltd. is primarily engaged in ecological engineering, green energy, and cultural tourism sectors, with a focus on expanding its green energy business through distributed photovoltaic projects [11][12][18]. - The company has a strong shareholder backing from Foshan Construction Development Group, which has increased its financial support for the company [5][6]. Financial Performance - The company's total assets as of the latest report stand at 64.06 billion, with total debt at 39.04 billion, indicating a high debt-to-asset ratio of approximately 96.10% [6][8]. - The company reported a net profit loss of 0.03 billion in the latest period, continuing a trend of negative net profits over the past few years [6][8]. - Operating cash flow remains negative, with a net outflow of 2.31 billion, reflecting ongoing liquidity challenges [6][8]. Business Segments - The ecological environment business has seen a significant contraction, leading to a decrease in revenue and profit margins, with a reported 30.78% decline in new contract amounts [11][12][18]. - The green energy segment is expected to grow significantly, with anticipated revenue increases from photovoltaic projects, although the overall profitability is pressured by high development costs [12][14][18]. - The cultural tourism segment has benefited from government policies and economic recovery, leading to increased revenue and profit margins [12][18]. Industry Context - The landscaping industry is currently in a phase of intense competition, with many companies facing challenges related to cash flow and project payment delays [11][12]. - The photovoltaic industry is experiencing growth, with China's cumulative installed capacity reaching 890 million kilowatts, positioning it as a global leader in solar energy [12][14]. - The ecological environment sector is under pressure due to reduced market demand and increased competition, necessitating a shift towards more profitable projects and sectors [11][12].

近日，正泰电器发布公告称，公司及公司并表范围内子公司预计向正泰基金会捐赠不超过350万元，用 于各类社会公益、慈善事业等。同时，正泰电器还宣布，为更好地支持社会公益事业，切实履行企业社 会责任，预计2025年度对外捐赠额度合计最高3300万元。 公告显示，上述捐赠资金来源为公司自有资金，不会对公司经营业绩产生重大影响。 正泰电器表示，正泰基金会主要致力于乡村振兴、行业推动、文化教育、环境保护、抗灾救灾等领域的 公益事业。 长江商报公益记者了解到，正泰电器长期聚焦智慧电器、绿色能源等高社会附加值产业发展，多年来积 极承担社会责任，助力巩固脱贫攻坚成果及生态文明建设。 正泰电器在2024年年度报告中介绍，2024年，公司总投入1438.04万元用于对外捐赠以及开展公益项 目，惠及人数达24万人。 中国工业电器龙头正泰电器（601877）（601877.SH）积极投身公益事业。 正泰电器先后与浙江省乐清市大荆镇、仙溪镇，乐成街道里章村、秦垟北村等结对，并于2024年1月10 日及1月18日分别向大荆镇、岭底乡捐赠5万元、19万元，充分发挥企业自身资金、技术、人才、信息及 经营管理等优势，将"政府主导与企业参与""输 ...

提早1小时的参会者排在前列尚能入场，来得稍晚些便只能在门口张望。会场中心，几张椅子围成一 圈，嘉宾落座，灯光聚焦，预示着这场讨论即将开始。 "10余年来，中国与世界150多个国家开展了相关合作，您认为这项倡议对全球发展作出了哪些贡 献？"16时许，主持人的提问拉开了讨论的序幕。 新华社天津6月25日电 24日下午，国家会展中心（天津）的剧场厅内座无虚席，场外排成长龙。作为本 届夏季达沃斯的议题之一，"'一带一路'将如何发展？"吸引了不同肤色的面孔相聚于此。 眼看下一场活动即将开始，志愿者们开始引导人群离场。一位嘉宾的助理向记者们伸出一根手指， 说："真的是最后一个问题啊！" （文章来源：新华社） 埃及规划、经济发展和国际合作部部长拉尼娅·马沙特表示，"一带一路"倡议基于国际合作中的相互理 解与共识。对于共建"一带一路"的成效，吉尔吉斯斯坦代表也作出了高度评价。 经济合作、能源转型、应对世界风险……1小时的讨论很快过去，17时，主持人宣布活动结束。嘉宾们 起身离场，走出会议厅时，门外等候多时的记者们扛着"长枪短炮"，将门口围得水泄不通。 "最后一个问题！""您能给我们分享具体的案例吗？""您认为未来哪些方面的合 ...

Group 1 - The sixteenth Summer Davos Forum is being held in Tianjin, focusing on energy transition and the clean energy industry as key discussion topics [1] - Participants at the forum are discussing the prospects of energy transition and how to obtain clean and efficient energy solutions amid increasing global uncertainties [1][3] - Representatives from countries like China, Saudi Arabia, and Egypt are sharing insights on energy transition and green finance, highlighting the varying speeds of energy system evolution across nations [3] Group 2 - The Vice President of ArcelorMittal, Sanjeev, emphasized the significant potential for cooperation in energy transition, noting China's unique path to large-scale promotion of green energy and its impressive development speed [5] - China's total installed photovoltaic capacity has surpassed 1 billion kilowatts, with a total new energy installed capacity of 1.65 billion kilowatts, accounting for 46% of the country's total power generation capacity [6] - The Egyptian Minister of Planning and Economic Development, Hala El-Said, highlighted the diverse investments from Chinese companies in Egypt, which not only bring foreign direct investment but also create jobs and reduce carbon emissions, crucial for Egypt's energy transition [8]

Group 1 - The Ministry of Transport of China will host the Global Sustainable Transport High-Level Forum and the 12th Meeting of Transport Ministers of Shanghai Cooperation Organization (SCO) from June 30 to July 2 in Tianjin, combining both events for efficiency [1][2] - The forum will focus on three main topics: the global sustainable transport development and cooperation framework document, the global sustainable transport development report, and the collection of best practice cases in sustainable transport [1][2] - A total of 22 representative sustainable transport best practice cases will be collected globally by 2025, including examples from the UN Asia-Pacific region on public transport electrification and Brazil's transportation infrastructure resilience [2] Group 2 - The theme of the 12th SCO Transport Ministers Meeting is "Promoting Sustainable Transport Cooperation," with discussions aimed at enhancing regional connectivity and stabilizing global logistics supply chains [2][3] - The Chinese side will advocate for the establishment of "Silk Road Service Stations" to provide essential services for international road transport drivers, addressing their basic needs [3] - The Tianjin Municipal Transportation Committee aims to deepen practical cooperation with global cities, especially those in SCO member states, to build comprehensive global transport corridors [3]

文/Forbes Insights 随着公司战略的全面升级，碧澄能源迎来新的战略股东淡马锡。现有其他股东还包括普洛斯等国际资本与华美国际、钟鼎资本、芯联资本、蔚来资本、星航 资本等国内头部产业资本。 此次战略投资，正是碧澄能源构建"清洁发电-智慧电网-终端电气化"全产业链闭环的关键布局。碧澄凭借业内独有的轻重结合双轮驱动模式，以及融合AIoT 技术的全域智慧能源管理系统，为工商业客户提供定制化、一站式绿色能源解决方案。截至目前，碧澄累计实现新能源电站投建并网规模超1GW，持续领 跑中国工商业分布式清洁能源产业赛道，其核心团队展现的战略前瞻性与卓越执行力均获得知名投资机构高度认可。 碧澄能源吉利汽车30MW分布式光伏项目 【关于淡马锡】 淡马锡是扎根于新加坡的国际投资公司，截至2024年3月31日的投资组合净值为3,890亿新元(相当于20,800亿人民币)。若按市值计算淡马锡的非上市资产， 投资组合净值将提升310亿新元(相当于1,660亿人民币)，达到4,200亿新元(相当于22,500亿人民币)。"延延世代，欣欣向荣"的使命指引淡马锡开拓创新，造福 世代。淡马锡遵循商业原则运营，致力于实现长期可持续的回报 ...

当前，全球能源转型加速推进，绿色发展成为关键词。近日，一笔战略投资备受能源市场关注。全球知 名投资机构淡马锡正式成为碧澄能源（原保碧新能源）的战略股东，这一举措不仅标志着碧澄能源在战 略重构的道路上迈出关键一步，更预示着全球绿色能源产业格局或迎来新的变革。 碧澄能源自成立以来，凭借其独特的商业模式和卓越的市场表现，并随着公司战略的全面升级，其迎来 新战略股东淡马锡。现有其他股东还包括华美国际、钟鼎资本、芯联资本、蔚来资本、星航资本、普洛 斯、欣旺达、和达金服等国际资本及国内头部产业资本。这些资本的汇聚，为碧澄能源的发展提供了坚 实的资金支持和丰富的产业资源，形成了强大的资本合力。 据悉，碧澄能源以新能源光储电站投建为战略支点，整合电力资产运营、综合能源服务、电力交易、碳 资产管理与能源物联网科技创新等全价值链业务模块，致力于为企业、园区、城市提供经济、智慧、可 靠的绿色能源一站式解决方案。依托杭州、广州、上海、北京、苏州、西安六大运营中心，碧澄能源目 前已构建全国性的资产拓展与管理网络，国内业务覆盖上百个城市。同时，公司积极拓展海外业务，辐 射中东、东南亚等国际新能源潜力市场。随着淡马锡等战略投资者的加入，碧 ...