江河创建集团股份有限公司 投资者关系活动记录表 证券简称：江河集团 证券代码：601886 编号：20250722 □特定对象调研 □分析师会议 □媒体采访 投资者关系活动 □业绩说明会 □新闻发布会 √路演活动 类别 □现场参观 √其他（线上交流会） 华泰柏瑞、平安资产、兴全基金、汇添富基金、申万菱信、嘉实基金、海富通基金、 腾达建设、万家基金、华泰资产、银河基金.、中银基金、华富基金、富安达基金、 朱雀基金、圆信永丰、湘财基金、鹏华基金、西部利得基金、中信保诚基金、东证资 管、平安养老、华宝基金、景顺长城、博时基金、摩根士丹利基金、宝盈基金、大成 参与单位名称 基金、国联基建、金信基金、信达澳亚基金、聚联汇投资、南方基金、融通基金、诺 安基金、国寿养老、民生加银、泰康资产、华夏基金、华夏久盈、中欧基金、新华资 产、大家资产、银华基金、建信基金、泓德基金、方正富邦基金、东方基金、交银基 金 日期 2025 年 7 月 7 日-7 月 11 日，7 月 14 日-7 月 16 日 地点 上海、深圳、北京（线上及线下会议） 公司参与人员 公司基于对不同海外市场的深入分析，采取差异化的市场定位发展策略：在港澳 地 ...

Core Viewpoint - The company, CITIC Bo, is experiencing growth driven by its innovative solar cleaning robots and strong international sales, particularly in the Middle East and Central Asia, benefiting from the Belt and Road Initiative and the depreciation of the RMB [2][4]. Group 1: Company Overview - CITIC Bo specializes in the design, research, production, and sales of photovoltaic support systems, with a revenue composition of 84.55% from tracking supports, 11.97% from fixed supports, and 2.85% from BIPV and other products [3][8]. - The company was established on November 20, 2009, and went public on August 28, 2020, with its headquarters located in Kunshan, Jiangsu Province [8]. Group 2: Financial Performance - As of March 31, the company reported a revenue of 1.559 billion yuan for the first quarter of 2025, a year-on-year decrease of 14.09%, and a net profit attributable to shareholders of 110 million yuan, down 28.46% year-on-year [9]. - The company has distributed a total of 412 million yuan in dividends since its A-share listing, with 349 million yuan distributed over the past three years [10]. Group 3: Market Position and Strategy - CITIC Bo's overseas revenue accounted for 81.54% of total revenue in the 2024 annual report, benefiting from the depreciation of the RMB [4]. - The company has two sales models for BIPV products: one where it sells products for customers to install independently, and another where it sells and installs the products [4]. - The company has won multiple awards as the best supplier of solar tracking and support solutions in the Middle East, showcasing its leading position in the region [4]. Group 4: Stock Performance and Investor Activity - On July 22, CITIC Bo's stock rose by 1.22%, with a trading volume of 206 million yuan and a market capitalization of 11.089 billion yuan [1]. - The stock has seen a net outflow of 9.2913 million yuan from major investors, indicating a lack of clear trend in major investor activity [5][6].

Core Viewpoint - Linyi is actively promoting its strengths and strategic positioning in the global supply chain through a series of investment attraction events and participation in the China International Supply Chain Promotion Expo, showcasing its robust economic and logistical capabilities [1][3][11] Group 1: Economic and Logistical Strengths - Linyi has a population of 12 million and an area of 17,200 square kilometers, with a trade logistics scale reaching trillions, establishing trade networks with 216 countries and regions [1] - The city has an economic volume of 655.6 billion yuan, highlighting its significant market potential and logistical infrastructure [1] - Linyi is home to 4,903 industrial enterprises with a total output value of 868.8 billion yuan, focusing on 13 key industrial chains including high-end engineering equipment and new energy [4][6] Group 2: Strategic Initiatives and Collaborations - The city is leveraging a unique "full-domain investigation - precise selection - demand matching" exhibition mechanism to enhance its participation in the supply chain [4] - Linyi's government and enterprises are collaborating closely to expand their global market presence, with initiatives like the "2025 Linyi Mall Transformation and Upgrade Support Policy" allocating 80 million yuan for various support measures [6][7] - The city has facilitated 705 enterprises to participate in international exhibitions across 22 countries in the first five months of the year, establishing 59 overseas malls and warehouses [7] Group 3: Industry Upgrades and Innovations - Linyi is transitioning from traditional manufacturing to precision manufacturing, with companies like YaoLing Times showcasing innovative technologies in the renewable energy sector [4] - The agricultural sector is also making strides, with Linyi's agricultural enterprises engaging with global industry leaders to enhance their supply chain capabilities [9][10] - The Linyi Mall Holding Group is exploring partnerships in international logistics, foreign trade, and digital platform development to drive its supply chain digitalization and internationalization [10] Group 4: Future Outlook and Goals - Linyi aims to enhance its international visibility and influence through the Supply Chain Promotion Expo, contributing to a replicable trade promotion model for industry upgrades [11] - The city is committed to deepening cooperation with international partners, leveraging its industrial strengths to build a comprehensive supply chain system that connects Linyi products and services globally [11]

Group 1 - The Japan International Smart Energy Week, the largest and most influential renewable energy exhibition in Asia, will take place from March 17 to 19, 2026, at the Tokyo Big Sight, attracting over 1,600 exhibitors and 70,000 professional visitors [2] - The exhibition will focus on cutting-edge areas such as photovoltaics, hydrogen energy, energy storage, and smart grids, serving as a crucial platform for companies to expand into the Japanese and Asian markets [2][3] - The PV EXPO section will showcase breakthroughs in photovoltaic technology, including high-efficiency solar cell modules and BIPV innovations, driven by Japan's policy mandating solar panel installation in new residential buildings [3] Group 2 - The Hydrogen and Fuel Cell Expo will highlight Japan's leading position in the hydrogen industry, featuring technologies across the entire hydrogen production, storage, and application chain, with major companies like Mitsubishi and Toyota expected to present next-generation fuel cell vehicles [5] - The BATTERY JAPAN section will present the competitive landscape of next-generation battery technologies, focusing on sodium-ion batteries, solid-state batteries, and supercapacitors, with major players like Panasonic and LG Chem likely to unveil high energy density products [5] - The newly added "Green Transformation Week" segment will emphasize decarbonization and the circular economy, reflecting a shift in the global energy sector towards systematic carbon reduction [7] Group 3 - The exhibition will feature 200 industry forums discussing the challenges and opportunities in the hydrogen economy, attracting policymakers and industry leaders [5] - The event will provide a key entry point for Chinese companies into the Japanese market, with support services for intellectual property guidance and subsidy applications to lower participation barriers [7]

尊敬的各位投资者,大家上午好,欢迎大家参加长江金工钢结构集团股份有限公司2024年年度季2025年第一季度业绩季限金松红说明会 在介绍开始之前需要声明的是本次业绩说明会展示的内容涉及全章性描述这些描述带有不确定性不构成公司对未来业绩的承诺和投资建议为全面了解本公司的经营成果财务状况及未来发展规划投资者可在上海正向将一所网站阅读公司2024年年度报告2025年第一季度报告 前文本次业绩说明会主要分为公司介绍2024年度及2025年第一季度业绩情况和估值提升计划执行情况三大部分一公司介绍进攻钢构成立于1999年是一家集国际国内大型建筑钢结构钢结构建筑及基础物内墙面等设计研发 销售、制造、施工与硬体的大型上市集团公司公司在全国钢结构行业排名中连续6年蝉联第一多年荣誉中国制造业民营企业500强全国建筑钢结构竞争力50强企业等称号 作为世纪工程、北京奥运、鸟巢、凤凰展翅、北京大兴国际机场等一系列国家地标级工程的缔造者军工刚够深耕钢结构行业多年并具有沉淀了丰富的管理经验和技术能力不断跨越发展构建了国家级创新研发平台拥有12项自有创新技术体系成功塑造了军工品牌 中国当代十大建筑新世界七大奇迹京宫品牌独占六席目前公司已在全国 ...

Core Insights - The article discusses the growth and trends in the building energy efficiency sector in China, highlighting the increasing energy-efficient building area and the investment trends in public, residential, and industrial buildings [1][4]. Group 1: Building Energy Efficiency Services - Building energy efficiency services include engineering services, software support, green prefabricated buildings, and BIPV (Building Integrated Photovoltaics) [1][2]. - Different building types require tailored energy-saving solutions, with public buildings focusing on systemic energy savings and residential buildings emphasizing comfort and cost balance [1]. Group 2: Energy-Efficient Building Area - As of 2020, China's energy-efficient building area reached 238.0 billion square meters, growing to 303.0 billion square meters by 2022, and further expanding to 326.8 billion square meters by 2023 [4]. - Projections indicate that by 2024, the energy-efficient building area could reach 360 billion square meters [4]. Group 3: Public Building Energy Consumption - Public buildings account for over 20% of national energy consumption, with hospitals, schools, and office buildings making up 38% of total building energy consumption [5]. - Investment in office buildings and commercial properties has been declining since 2018, with a projected investment of 416 billion yuan in 2024, reflecting a 9% year-on-year decrease [5]. Group 4: Residential Building Energy Efficiency - Residential energy efficiency focuses on insulation, natural lighting, renewable energy integration, and smart control technologies [8]. - The investment in residential buildings peaked and then declined, with 2023 investment dropping to 838.2 billion yuan and a further decrease to 760.4 billion yuan projected for 2024, a 10.5% decline [8]. Group 5: Industrial Building Energy Efficiency - Distributed photovoltaics are a significant application in industrial building energy efficiency, with cumulative installed capacity exceeding 100 million kilowatts by 2023 and projected to surpass 200 million kilowatts by 2024 [10][12].

Group 1 - Hubei Energy Comprehensive Energy Investment Co., Ltd. applied for a patent for a "BIPV bracket and roof substrate airtight adaptive locking device" with publication number CN120292400A, filed on May 2025 [1] - The patent aims to provide a solution in the construction structure field, featuring components such as a lower locking connection seat, sliding connector, fixed installation base, limiting connection ring, shape memory alloy sealing ring, and nano aerogel sealing pad [1] - The invention addresses the issue of elastic material degradation over time, ensuring the sealing effectiveness of the locking device connection [1] Group 2 - Hubei Energy Comprehensive Energy Investment Co., Ltd. was established in 2021 and is located in Wuhan, primarily engaged in electricity and heat production and supply [2] - The company has a registered capital of 500 million RMB and has invested in 7 enterprises, participated in 814 bidding projects, and holds 17 patents [2] - Additionally, the company possesses 4 administrative licenses [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 践行社会责任 我国作为世界最大的大宗商品消费国，孕育了世界上最为活跃的大宗商品供应链市场。在全球政治格局 变化、经济结构转型、绿色低碳发展和技术变革的推动下，全球产业链、供应链正加速重构，亟需发挥 供应链企业价值，强化资源保障能力，高效整合各类资源要素，降低产业链供应链成本，提升供应链效 率，赋能实体经济。 2024年，作为国内领先的大宗商品供应链集成服务商，浙商中拓全年共实现大宗商品实物量1.1亿吨， 同比增长13%，其中钢材近2600万吨，铁矿近3200万吨，煤炭超2600万吨。同时公司积极拓宽海外资源 渠道，2024年国际业务营收达621亿元，业务区域覆盖83个国家和地区。 转自：新华财经 近日，华证指数公司和万得（Wind）更新2025年ESG评级结果，浙江省交通集团旗下浙商中拓基于在 环境、社会和公司治理（ESG）取得的务实努力和工作成果，华证ESG评级由BBB跃升至AA，Wind ESG评级由BBB上调至A，均为公司历年ESG评级最高等级，彰显了资本市场对浙商中拓可持续发展水 平和社会责任履行的充分肯定。 浙商中拓一直秉承"让产业链更集约、更绿色、 ...

Group 1 - The 18th SNEC 2025 International Solar Photovoltaic and Smart Energy & Storage and Battery Technology and Equipment Conference concluded in Shanghai, featuring over 3,000 exhibitors and covering an exhibition area of 380,000 square meters, highlighting the global energy transition [1] - Key technological focuses included higher efficiency photovoltaic technologies with TOPCon, HJT, and perovskite tandem cells achieving conversion efficiencies exceeding 26%, as well as advancements in smart energy storage systems and energy digitalization [1] - A memorandum of understanding was signed for a 1,000 MW floating solar project between the Sarawak government of Malaysia and Shanghai Electric, marking a significant step in Southeast Asia's renewable energy hub development [2] Group 2 - The Global Green Carbon Chain Alliance initiative was launched by nearly 20 authoritative organizations and leading companies, demonstrating strong confidence in the photovoltaic industry's transition to zero carbon [2] - Gao Jifan, Chairman and CEO of Trina Solar, emphasized the importance of innovation across four dimensions to navigate the current industry cycle, suggesting that the perovskite tandem cell technology may lead the industry into a new historical phase [2][3] - The conference featured over 20 parallel forums, including discussions on global green energy leadership and the integration of energy storage and photovoltaic technologies, indicating a new starting point for industry collaboration and innovation [3]

6月11日至13日，第十八届国际太阳能光伏与智慧能源（上海）大会暨展览会（SNEC）在国家会展中 心盛大召开。作为亚洲及全球最具影响力的国际化、专业化、规模化的光伏行业顶级盛会，本届展会汇 聚了来自95个国家和地区的3600余家企业，成为全球光伏前沿技术与行业智慧的交流高地。 首发光储全场景解决方案 回溯东方日升的发展轨迹，其在光伏组件、储能系统与智能管理平台领域已沉淀出深厚的行业底蕴。自 1986年创立，东方日升锚定新能源赛道，历经39年精耕细作，逐步构建起完整的产业版图。2002年，公 司率先切入光伏制造赛道，2005年前瞻性布局储能领域，持续夯实核心技术竞争力。 （图注：2025年SNEC展会东方日升展会现场图） 当前，全球光伏市场正加速向光储协同转型，据业内权威预测，2025年全球光储配套市场规模将突破 2500亿元。面对这一巨大市场机遇，东方日升紧抓时代浪潮，凭借"全栈融合 全链协同"的光储全场景 解决方案，脱颖而出，成为率先实现"光伏组件+逆变器+储能系统+智慧能源管理"全链贯通的行业前沿 企业，这一创新解决方案实现了从发电、储电到用电的全环节整合。 无论是支撑电站光储调峰、助力企业峰谷套利，还是 ...