Jing Ji Ri Bao
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字节跳动大采购英伟达H200 英业达沾光
Jing Ji Ri Bao· 2025-12-31 23:47
Core Viewpoint - ByteDance plans to invest RMB 100 billion (approximately NT$ 44.82 billion) to purchase NVIDIA H200 chips by 2026, pending approval from the U.S. Department of Commerce, which could lead to significant business opportunities for Inventec in AI server manufacturing, potentially exceeding market expectations [1] Group 1: Investment Plans - ByteDance is set to invest RMB 100 billion in NVIDIA H200 chips by 2026 [1] - The investment is contingent upon receiving approval from the U.S. Department of Commerce [1] Group 2: AI Development - ByteDance is actively developing its own AI model, aiming for its chatbot "Doubao" to process over 50 trillion tokens daily by December 2025, a significant increase from 4 trillion tokens by December 2024 [1] - The president of ByteDance's cloud service division, Volcano Engine, revealed that over 100 enterprise clients are currently using more than 1 trillion tokens, indicating a high demand for computing power [1] Group 3: Market Expectations - The industry anticipates that Inventec may secure a substantial AI server manufacturing order this year, which could lead to better-than-expected performance [1]
经济日报:能源转型迎来“光热时刻”
Jing Ji Ri Bao· 2025-12-31 23:44
Core Viewpoint - The Chinese government aims to promote the large-scale development of solar thermal power, targeting a total installed capacity of approximately 15 million kilowatts by 2030, with the cost of electricity per kilowatt-hour expected to be comparable to that of coal power [1][2]. Group 1: Importance of Solar Thermal Power - Solar thermal power acts as a stabilizer and regulator for the power grid, providing continuous and stable electricity even during nighttime or cloudy days, which is crucial as wind and solar power generation increases [2]. - It serves as a new engine for industrial chain upgrades, involving high-end manufacturing sectors such as precision machinery and high-temperature materials, thereby enhancing China's competitiveness in the global renewable energy industry [2][3]. - The cost of solar thermal power has significantly decreased, with the construction cost per kilowatt dropping from approximately 30,000 yuan to 15,000 yuan over the past decade, and the cost per kilowatt-hour now around 0.6 yuan, indicating a foundation for large-scale development [2][3]. Group 2: Challenges and Policy Solutions - The initial investment for solar thermal power is high, and its market competitiveness is weak; policies aim to reduce costs through large-scale deployment and the establishment of supporting renewable energy stations, potentially increasing annual installed capacity by nearly 3 million kilowatts [3]. - The reliance on imported core technologies and materials contributes to high project costs; policies encourage domestic production and performance optimization of key equipment to enhance efficiency and reduce dependency on imports [3]. - The integration of solar thermal power into the electricity system requires clear positioning; policies address concerns regarding scheduling and pricing, promoting integrated projects that combine solar thermal power with other energy sources [3]. Group 3: Future Trends - By 2030, solar thermal power is expected to integrate with other energy sources, such as photovoltaic and wind power, enhancing overall system value [4]. - The industry will see diverse and refined technological routes, focusing on efficiency improvements and cost reductions rather than merely increasing installed capacity [4]. - Solar thermal power companies will evolve from merely providing electricity to offering comprehensive energy services, including peak regulation and backup power, becoming essential components of the new energy system [5].
神州茶油处处香
Jing Ji Ri Bao· 2025-12-31 02:59
湖南作为油茶第一大省,交出了一份亮眼的成绩单:2024年全省油茶林面积2300余万亩,茶油产量 突破44万吨,产业综合产值达934亿元,均创历史新高。 科技为这场绿色革命插上了翅膀。姚小华告诉记者,经过多年科研攻关,我国已建立起完整的油茶 科技创新体系。一批国家级平台集聚了全国最顶尖的科研力量;科研工作者选育出的长林、湘林、三 华、香花、赣等系列高产国家主推良种和65个国家推荐良种,让亩产茶油比传统品种提高6倍到10倍。 中国林业科学研究院亚热带林业研究所研发的芽苗砧嫁接育苗技术更是革新了整个产业,累计繁育良种 嫁接苗超过30亿株。 经济日报记者 黄俊毅 初冬时节,重庆市秀山县、浙江省丽水市青田县等地的油茶林里,红褐色的茶果压弯了枝头,这些 看似普通的果实榨出的茶油,如今正成为山区百姓的"致富果",也成为保障国家粮油安全的重要力量。 当前我国油茶产业形势如何?对此,记者进行了采访。 老树新生 油茶,这个有着2000多年栽培历史的古老树种,正焕发出前所未有的生机。作为我国特有的木本食 用油料树种,用油茶籽榨取的茶油为高品质食用油。 "油茶具有不与农争地、不与人争粮且种后可持续生产的独特优势。经过20多年的快速发 ...
新疆新源县:优质项目强链拓链添动能
Jing Ji Ri Bao· 2025-12-31 02:47
近年来,新源县紧紧围绕主导产业延链补链强链拓链需求,做实做细招商项目"储备库"、意向项 目"洽谈库"、客商资源"对接库"、招商引资"人才库",全力扩大有效投资,确保优质"嵌入项目"契合现 有产业,激发高质量发展新动能。 钢铁产业是新源县经济支柱,新疆伊犁钢铁有限责任公司为产业龙头企业,去年该公司启动全厂余 能资源综合利用及供暖环保达标改造项目。"这个项目嵌入钢铁生产中,可实现全厂煤气'零排放',全 厂余热蒸汽100%回收利用,主要用于发电、供热。除厂区用电用热外,还可为新源县200万平方米居民 住宅提供零碳洁净供暖,实现生态效益、经济效益与民生保障的多赢。"中圣科技(江苏)集团股份有 限公司高级副总裁谷全军告诉记者。 那拉提旅游风景区是新疆热门旅游地,新源县将旅游项目嵌入景区,围绕"吃住行游娱购"全要素, 推动旅游服务提质升级。同时,启动"牧民变导游、毡房变民宿、牧场变景区"计划,政府部门免费提供 餐饮服务、骑马安全等培训,并引导牧民成立旅游合作社,让旅游饭越吃越香。 经济日报记者 乔文汇 近年来,新疆伊犁哈萨克自治州新源县立足本地产业发展实际,充分挖掘经济潜能,将优质项目嵌 入产业链条,推动产业加速升级。 ...
“黄金果”甜了振兴路
Jing Ji Ri Bao· 2025-12-31 02:33
Core Insights - The article highlights the successful transformation of Fuxing Village in Guizhou Province through the development of the pomelo industry, which has significantly improved the local economy and living standards [2][5]. Group 1: Pomelo Industry Development - Fuxing Village has over 1,800 acres of pomelo cultivation, with an annual production exceeding 1,000 tons [2]. - The village transitioned from a poverty-stricken area to a thriving community by leveraging agricultural technology and expert guidance to enhance pomelo quality and yield [2][3]. - Farmers have shifted from traditional farming methods to more technical approaches, resulting in improved pomelo quality and increased consumer demand [3]. Group 2: Economic Impact - The village has sold 750 tons of pomelos, generating sales exceeding 1 million yuan, with an average income increase of approximately 4,500 yuan per household [4]. - Fuxing Village is expanding its pomelo industry by developing processed products such as pomelo wine, honey pomelo tea, and pomelo candy, thereby extending the industry chain and increasing added value [4].
河南农产品加速端上世界餐桌
Jing Ji Ri Bao· 2025-12-31 01:35
Group 1 - The core viewpoint of the articles highlights the significant advancements and initiatives in the agricultural sector of Henan Province, particularly in the areas of edible fungi and agricultural exports [1][2][3][4] Group 2 - Century Xiang Edible Fungus Development Co., Ltd. in Xuchang, Henan, emphasizes research and innovation, investing over 5% of its annual output value in R&D and collaborating with over 50 universities and research institutions [1] - The company has developed leading global technology in liquid mushroom cultivation and has established "smart mushroom houses" that have doubled production capacity, exporting approximately 1 ton of fresh mushrooms daily [1] - The "Yunong Youpin" brand integrates high-quality agricultural products from Henan, with 377 enterprises and 717 products included, aiming to promote local specialties globally [2] - Henan's agricultural product trade reached 21.9 billion yuan from January to August 2025, with exports of 11.2 billion yuan, marking a 26.4% increase [3] - The province has established several specialized agricultural export bases, including edible fungi, garlic, and meat products, contributing significantly to export growth [3] - A total of 21 major projects were signed between Henan and ASEAN, focusing on food production, agricultural technology, and trade, enhancing agricultural efficiency through digital and technological integration [4] - Recommendations include optimizing market strategies to strengthen exports to ASEAN while expanding into Belt and Road Initiative countries and RCEP member states [4]
商业化制氢取得新进展 氢能产业应用场景更多元
Jing Ji Ri Bao· 2025-12-31 00:44
Core Viewpoint - The launch of China's first commercial hydrogen production project based on "photoelectrochemical water splitting" technology and the first civilian liquid hydrogen refueling station marks a significant breakthrough in the hydrogen energy industry chain in China [1][2]. Group 1: Hydrogen Production - The commercial hydrogen production project utilizes advanced "polyhedral strontium titanate concentrating quantum hydrogen-oxygen thermal integration technology" with 144 heliostats and 24 concentrating hydrogen production reactors [2]. - The project aims for a hydrogen production cost of 21 yuan per kilogram, with potential reductions to 16 yuan per kilogram as the project scales up and achieves a light-hydrogen conversion efficiency exceeding 20% [2]. Group 2: Hydrogen Storage and Transportation - Hydrogen storage and transportation account for 30% to 40% of total costs in the hydrogen supply chain, with pipeline transportation being a key focus for reducing unit distribution costs [2]. - The newly launched liquid hydrogen refueling station, with an investment of 83 million yuan, aims to facilitate the entire hydrogen supply chain and provide diverse application scenarios for low-temperature liquid hydrogen [3]. Group 3: Hydrogen Applications - The introduction of liquid hydrogen refueling stations enables the use of liquid hydrogen heavy-duty trucks, which can achieve a range exceeding 800 kilometers, nearly doubling the range of traditional gaseous hydrogen trucks [3]. - The National Energy Administration has announced support for 41 projects and 9 regions to promote the transition of the hydrogen industry from demonstration to large-scale application [3]. - Hydrogen applications in sectors like hydrogen metallurgy are gaining traction, with a focus on developing carbon "zero emissions" technologies in iron production [3][4]. Group 4: Market Potential - There is a strong demand for hydrogen energy in industries such as heavy-duty trucks, metallurgy, and chemicals in the Panzhihua region, which is still an untapped market [4]. - Panzhihua is accelerating the establishment of an application ecosystem combining "three-dimensional transportation + green hydrogen metallurgy + electric hydrogen" to provide a testing ground for hydrogen energy promotion [4].
2026年1月1日起计息 数字人民币迎来2.0版
Jing Ji Ri Bao· 2025-12-31 00:24
Core Insights - The People's Bank of China will officially implement a new digital RMB measurement framework, management system, operational mechanism, and ecosystem starting January 1, 2026, marking a significant transition from digital cash to digital deposit currency [1][2] Group 1: Digital RMB Development - The new action plan allows banks to pay interest on customer-held digital RMB wallet balances, enhancing the appeal of digital RMB for users [1][2] - As of November 2025, digital RMB has processed 3.48 billion transactions with a total transaction value of 16.7 trillion yuan, indicating strong adoption across various sectors [1] Group 2: Institutional Changes - The action plan signifies a major adjustment in the digital RMB framework, transitioning it from a cash-based model to a deposit currency model, thus increasing the liquidity and usability of digital RMB [2][3] - Digital RMB wallet balances will be classified as commercial bank liabilities, allowing banks to manage these funds more effectively and incentivizing them to promote digital RMB usage [3] Group 3: Ecosystem and Incentives - The new framework creates a compatible incentive structure for users, banks, and non-bank payment institutions, fostering a more integrated digital RMB ecosystem [4] - The establishment of a standardized operational framework for digital RMB is expected to provide clarity for banks and payment institutions, facilitating commercial implementation [4]
王柏玲:推动边疆地区更好融入全国统一大市场
Jing Ji Ri Bao· 2025-12-30 23:58
边疆地区地域广阔,是国家战略腹地、生态安全的重要屏障和对外开放的前沿地带,在国家发展大局中 具有重要作用。习近平总书记指出,要把边疆地区发展纳入中国式现代化战略全局,纳入区域协调发展 战略、区域重大战略,完整准确全面贯彻新发展理念,支持边疆地区依托自身条件禀赋,在融入新发展 格局、融入全国统一大市场中实现自身高质量发展。推动边疆地区深度融入全国统一大市场,不仅是区 域协调发展的重要举措,也是畅通经济循环扩大内需的现实需要,有助于边疆地区发掘区位优势、优化 经济结构、拓展内外需求,从而增强内生发展动力,开辟新的增长路径。 拓展内外需畅通国内国际循环。深度融入全国统一大市场将为边疆地区接入拥有更多消费者的内需市 场,很多"小而特"的民族产业能够依托超大规模市场需求走产业化、标准化与品牌化的发展路径,从而 实现规模经济效应。此外,加快建设统一开放的交通运输市场能够让边疆地区从国内交通网络的起终点 转变为面向周边国家和地区的商贸前沿,成为有效衔接国内循环与国际循环的重要节点。当前,广西、 云南、新疆等地正在从"通道经济"向"产业经济"转型。比如,广西通过不断完善西部陆海新通道、平陆 运河等交通基础设施建设,进一步强化 ...
完善标准杜绝“幽灵外卖”
Jing Ji Ri Bao· 2025-12-30 23:58
Core Viewpoint - The National Market Supervision Administration has implemented the "Basic Requirements for Delivery Platform Service," targeting issues like "ghost delivery" to establish clear standards for the development of the delivery industry [1] Group 1: Issues in the Delivery Industry - "Ghost delivery" refers to merchants without physical dining spaces who use fake licenses, addresses, and store images to enter delivery platforms, often leading to poor hygiene and unregulated food preparation [1] - The emergence of "ghost delivery" is attributed to lax auditing mechanisms on some platforms and the challenges of comprehensive regulation in the online business model [1] Group 2: Regulatory Measures - The new regulations require merchants to provide a video showing their store's location to prevent address and license fraud, ensuring that only qualified merchants can label themselves as "dine-in" [1] - There is a need for enhanced verification processes for high-risk merchants and dynamic updates of merchant qualifications to ensure ongoing compliance [1] Group 3: Technological and Enforcement Strategies - Platforms should invest in technology to develop risk identification models using big data and AI to analyze order fluctuations, address changes, and consumer complaints to identify potential "ghost delivery" merchants [2] - Strengthening penalties for illegal merchants and creating a comprehensive governance network involving regulatory bodies, platforms, and consumers is essential for effective management [2]