每(mei)經AI快訊，有投資者在(zai)(zai)投資者互動平臺提(ti)問：在(zai)(zai)剛通過的(de)(de)十五五規劃建議里，有什么(me)對公司來說，是(shi)(shi)超預期的(de)(de)產業規劃或政策嗎(ma)？在(zai)(zai)清潔能源特(te)別是(shi)(shi)氫能業務(wu)這(zhe)一塊，會(hui)有爆發性的(de)(de)業務(wu)機(ji)會(hui)嗎(ma)？

中(zhong)集(ji)(ji)(ji)集(ji)(ji)(ji)團（000039.SZ）11月3日在(zai)(zai)投資者互動平臺(tai)表示(shi)，（1）制(zhi)(zhi)(zhi)造(zao)(zao)(zao)業(ye)(ye)方(fang)面(mian)(mian)，建(jian)(jian)議中(zhong)提到“發展智能(neng)(neng)(neng)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)、綠色(se)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)、服務(wu)(wu)型制(zhi)(zhi)(zhi)造(zao)(zao)(zao)??”等(deng)(deng)內容，與我們正在(zai)(zai)推(tui)進(jin)的轉(zhuan)型升級戰略(lve)高度契(qi)合(he)。智能(neng)(neng)(neng)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)方(fang)面(mian)(mian)，公(gong)(gong)司(si)在(zai)(zai)各(ge)大板塊中(zhong)推(tui)行(xing)數(shu)字化(hua)(hua)(hua)(hua)產(chan)(chan)線(xian)建(jian)(jian)設以及(ji)(ji)“燈塔工(gong)廠”建(jian)(jian)設，以促進(jin)公(gong)(gong)司(si)產(chan)(chan)線(xian)智能(neng)(neng)(neng)化(hua)(hua)(hua)(hua)升級。同時也孵化(hua)(hua)(hua)(hua)了(le)一(yi)批智能(neng)(neng)(neng)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)裝備(bei)，包括但(dan)不(bu)限于智能(neng)(neng)(neng)焊接機(ji)器人(ren)、AGV自(zi)動泊(bo)車機(ji)器人(ren)、無(wu)人(ren)駕駛登機(ji)橋等(deng)(deng)產(chan)(chan)品；綠色(se)制(zhi)(zhi)(zhi)造(zao)(zao)(zao)方(fang)面(mian)(mian)，公(gong)(gong)司(si)率先推(tui)行(xing)使用(yong)環保水(shui)性(xing)漆，并(bing)積(ji)極(ji)探(tan)索(suo)使用(yong)綠色(se)材料。模塊化(hua)(hua)(hua)(hua)建(jian)(jian)筑業(ye)(ye)務(wu)(wu)采用(yong)工(gong)廠預制(zhi)(zhi)(zhi)模式，從根本上減少(shao)建(jian)(jian)筑垃圾，是綠色(se)建(jian)(jian)筑的典范；服務(wu)(wu)型制(zhi)(zhi)(zhi)造(zao)(zao)(zao)方(fang)面(mian)(mian)，公(gong)(gong)司(si)也在(zai)(zai)向(xiang)“制(zhi)(zhi)(zhi)造(zao)(zao)(zao)+服務(wu)(wu)”轉(zhuan)型，例如(ru)中(zhong)集(ji)(ji)(ji)載具(ju)智慧運營平臺(tai)通(tong)過嵌入(ru)IoT等(deng)(deng)技術(shu)，為客戶提供(gong)全程可視(shi)化(hua)(hua)(hua)(hua)的供(gong)應(ying)鏈解決方(fang)案(an)。 （2）清(qing)(qing)潔(jie)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)方(fang)面(mian)(mian)，建(jian)(jian)議提出“加快新能(neng)(neng)(neng)源(yuan)(yuan)(yuan)、新材料??等(deng)(deng)戰略(lve)性(xing)新興產(chan)(chan)業(ye)(ye)集(ji)(ji)(ji)群發展”，也與集(ji)(ji)(ji)團戰略(lve)聚焦較為契(qi)合(he)。當(dang)前，公(gong)(gong)司(si)的清(qing)(qing)潔(jie)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)業(ye)(ye)務(wu)(wu)已覆蓋綠色(se)甲醇、氫(qing)能(neng)(neng)(neng)、儲(chu)能(neng)(neng)(neng)裝備(bei)等(deng)(deng)賽(sai)道，形成(cheng)清(qing)(qing)潔(jie)能(neng)(neng)(neng)源(yuan)(yuan)(yuan)全產(chan)(chan)業(ye)(ye)鏈協同效(xiao)應(ying)。具(ju)體來看(kan)，中(zhong)集(ji)(ji)(ji)安瑞科在(zai)(zai)湛江(jiang)建(jian)(jian)造(zao)(zao)(zao)華(hua)南首(shou)(shou)個規模5萬(wan)(wan)噸/年(nian)的生物綠色(se)甲醇示(shi)范工(gong)廠，預計今(jin)年(nian)第四季度投產(chan)(chan)；與鞍鋼股份合(he)作(zuo)(zuo)的焦爐(lu)氣制(zhi)(zhi)(zhi)氫(qing)聯產(chan)(chan)LNG項(xiang)目，年(nian)產(chan)(chan)氫(qing)氣1.5萬(wan)(wan)噸、LNG10萬(wan)(wan)噸，年(nian)減碳47萬(wan)(wan)噸，成(cheng)為工(gong)業(ye)(ye)副產(chan)(chan)氫(qing)資源(yuan)(yuan)(yuan)化(hua)(hua)(hua)(hua)利用(yong)的典范；LNG、氫(qing)能(neng)(neng)(neng)業(ye)(ye)務(wu)(wu)持續(xu)加強技術(shu)優勢，構建(jian)(jian)“制(zhi)(zhi)(zhi)儲(chu)運加用(yong)”一(yi)體化(hua)(hua)(hua)(hua)解決方(fang)案(an)能(neng)(neng)(neng)力。在(zai)(zai)儲(chu)能(neng)(neng)(neng)領(ling)域，中(zhong)集(ji)(ji)(ji)產(chan)(chan)品覆蓋發電側、電網側及(ji)(ji)工(gong)商業(ye)(ye)應(ying)用(yong)，并(bing)與丹(dan)麥(mai)VESTAS合(he)作(zuo)(zuo)研制(zhi)(zhi)(zhi)出全球首(shou)(shou)臺(tai)套集(ji)(ji)(ji)裝箱(xiang)模塊化(hua)(hua)(hua)(hua)風電機(ji)艙，引領(ling)行(xing)業(ye)(ye)發展。 國家(jia)政策(ce)、方(fang)針、規劃等(deng)(deng)始終是公(gong)(gong)司(si)業(ye)(ye)務(wu)(wu)推(tui)進(jin)的重要(yao)考(kao)慮因(yin)素(su)，公(gong)(gong)司(si)會結合(he)自(zi)身情況，圍繞主營業(ye)(ye)務(wu)(wu)推(tui)進(jin)各(ge)項(xiang)工(gong)作(zuo)(zuo)。

（記者 王曉波）

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