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英国最大电力供应商章鱼能源:买中国的风轮,能省3成
Guan Cha Zhe Wang· 2026-01-28 02:36
【文/观察者网 王一】英国首相斯塔默将于1月28日至31日到访中国一经证实,英国最大电力供应商就 赶紧公开敦促斯塔默政府在能源领域"拥抱中国",务实开展合作。 据英国《金融时报》28日报道,英国最大电力供应商章鱼能源发电业务负责人、首席执行官佐伊莎·诺 斯-邦德(Zoisa North-Bond)表示,英国应采纳中国风电技术,这样有望将风电项目的开发成本降低近 3成,帮助英国政府实现压低能源账单的目标。 "看看中国,我们看到的是他们在风电部署上的巨大创新能力和速度,以及在创新上的持续投入——这 一点不容忽视。"诺斯-邦德还补充说,与中国硬件制造商接触后发现,若能在英国引入中国风机,风电 项目的开发成本实际上可以降低30%。 章鱼能源2025年9月宣布了一项与中国风机制造商明阳智能的合作,计划在其英国项目中部署约6吉瓦的 中国风电设备。公开资料显示,明阳集团在全球海上风电领域创新排名第一,2023年全球海上风电新增 装机量排名第一。 报道指出,中国在清洁能源设备、多种关键原材料的全球供应链中占据主导地位,但英国一直有人担 忧,这可能致使他们更加依赖中国,甚至以所谓的"国家安全"、补贴、人权问题等种种理由"炒作" ...
“中美卫星险相撞,星链后怕不已”
Guan Cha Zhe Wang· 2026-01-28 02:27
【文/观察者网 齐倩】 中方多次公开批评Space X"星链"的快速扩张及其带来的安全隐患。 去年12月,中国代表在联合国安理会会议上指出,"星链"卫星曾两次迫近中国空间站致紧急避碰。 据香港《南华早报》1月27日报道,中国科研人员近期研究发现,去年12月发生的最近一次中国卫星 与"星链"设备险些相撞事件,直接促使Space X决定将超过4000颗卫星降到更低的轨道运行。 去年12月13日,Space X工程副总裁迈克尔·尼科尔斯在社交媒体X平台发文称,一颗卫星于当月10日与 位于560公里高度的STARLINK-6079(56120)卫星擦肩而过,相距仅约200米。 1月26日,中国科学院软件研究所一组研究人员在媒体《太空与网络》发布题为《星链大规模降轨研判 分析与近况跟踪》的报告。报告指出,中国卫星与"星链"设备最近一次近距离交会,险些酿成碰撞事 故。"虽然最终无事,但思之仍心有余悸,为星链星座大范围降轨的直接原因。" 报告指出,基于天智巨星座研究平台研究发现,本次碰撞风险源是新发射的卫星2025-292A,该星首组 TLE生成时间距离交会时刻不足14分钟,导致Space X公司未能及时发现。 Space ...
量子金融、比特币、机器人……2026年量子科技将在这些领域发力
Guan Cha Zhe Wang· 2026-01-28 02:20
Core Insights - Quantum technology is emerging as a core potential area in the new wave of technological revolution, especially in the context of AI advancements and global tech competition [1][2] - The development of quantum technology is strategically significant, with key milestones such as the United Nations designating 2025 as the "Year of Quantum Technology" and China's 14th Five-Year Plan prioritizing quantum technology as a leading industry [2][3] Group 1: Quantum Technology Directions - Quantum technology has three main directions: quantum computing, quantum communication and cryptography, and quantum sensing and precision measurement [3][14] - Quantum computing is seen as a long-term goal, akin to the pursuit of controlled nuclear fusion, representing humanity's quest for "almost limitless computing power" [4][5] - Quantum communication and cryptography are already impacting daily life with mature technologies being implemented, highlighting their immediate application value [7][12] Group 2: Challenges and Opportunities - The current challenge in quantum computing is the resource-intensive nature of maintaining logical qubits, with a ratio of approximately 1000 physical qubits needed to maintain one logical qubit [4][7] - The recent incident involving the theft of significant Bitcoin assets through compromised private keys underscores the urgent need for true randomness in cryptographic systems, which quantum technology can address [12][13] - Quantum random number generation technology is already mature and can be applied on a large scale, promising significant upgrades in financial security [13] Group 3: Future Implications - Quantum sensing and precision measurement technologies, such as atomic clocks and quantum navigation systems, are poised to revolutionize navigation and measurement accuracy, especially in competitive scenarios between nations [15][17] - The integration of quantum sensors into robotics and AI systems is essential for enhancing their capabilities in complex environments, emphasizing the importance of quantum communication for security [17][18] - Overall, in the AI era, quantum computing remains a distant dream, while quantum communication and sensing are expanding the boundaries of data security and intelligent perception [17]
黄仁勋现身深圳吃牛肉火锅,消费800余元
Guan Cha Zhe Wang· 2026-01-28 01:54
据深圳特区报28日消息:身家1550亿美元的英伟达创始人兼CEO黄仁勋,1月27日带着6位朋友来到深圳 福田CBD,吃了一顿深圳打工人最爱的牛肉火锅,最后一买单发现仅需800多元,黄仁勋对大伙说:"深 圳的牛肉,很新鲜,很好吃!" "今晚6时许,有一位女士先过来订了一个包间,"1月27日23时35分,八合里牛肉领展中心城店的黄银 洛,在接受深圳特区报记者采访时介绍说,"到了7时,来了7位客人。他们都很随和,跟普通的来宾没 有区别。我仔细一看,发现里面有黄仁勋先生,他的外套与发型太明显了。在用餐过程中,我们都没好 意思去打搅他。" 黄仁勋与朋友们一起,点了店里的各种牛肉与配菜,一行人吃得很开心。吃到8时30分,黄仁勋起身心 满意足地买单。 此时,黄银洛与同事们按捺不住,过来请求与黄仁勋合影留念。黄仁勋很痛快地一口答应,还应邀在三 个餐盘上签字留念,连声称赞深圳的牛肉既新鲜、又好吃,表示有机会还会再来。 另据智通财经此前报道,1月23日,黄仁勋到达上海,这是黄仁勋今年首度来华,首站到访英伟达位于 上海张江的新办公室。黄仁勋与员工见面并回答了诸多员工关注的问题,同时回顾了公司在2025年的历 程。24日,他还现身上 ...
用23年死磕老百姓用得起:一则国货“笨”故事
Guan Cha Zhe Wang· 2026-01-27 13:44
【文/王力 编辑/周远方】 在效率至上、利润优先的商业世界里,一个根本性问题常被搁置:基于严谨科学、能真实改善生活的产品,其价值是否必然与高昂价格绑定?2026年初,于 河北金山岭长城脚下,上海家化旗下医学护肤品牌玉泽,用其23年的历程给出了坚定而温暖的答案。 这一答案的源头,需回溯至23年前。上海家化与瑞金医院皮肤科开启了一项看似"反效率"的合作。历经六年研发与上千例临床验证后,在定价的关键时刻, 上海交通大学医学院附属瑞金医院终身教授、玉泽首席科学家郑捷基于临床中对皮肤患者真实处境的深刻理解,坚决主张:医学护肤应服务于真正的皮肤健 康需求,是"雪中送炭",而非"锦上添花"。也正是这一坚定选择,为品牌奠定了坚实的价值根基——产品的意义,不止于功效,更在于被真正需要的人所信 赖与使用。 而今最初的承诺已生长为坚实的体系。通过设立专项慈善基金形成"公益+科研"闭环,累计完成超5000例临床研究,并与全国40余家顶尖医院持续合作,玉 泽构筑起一道独特的"医研长城"。从最新推出的特润霜,到同步发布的《国民皮肤屏障健康绿宝书》,玉泽始终在践行同一个使命:让基于实证的医学护 肤,真正从实验室走向千家万户百姓,守护千万人 ...
美团王莆中:摆脱名贵依赖,精致餐饮迎来百花齐放时代
Guan Cha Zhe Wang· 2026-01-27 13:33
Core Insights - The "Black Pearl Restaurant Guide" has released its 2026 evaluation results, featuring 263 restaurants from 32 cities in mainland China, highlighting the diverse and upgraded characteristics of the fine dining industry in China [1][2] - The CEO of Meituan's core local business, Wang Puzhong, noted a shift in consumer behavior from "expressing outward" to "expressing inward," emphasizing comfort in both clothing and dining experiences [1] - The fine dining sector is increasingly focusing on local ingredients and flavors, with the 2026 Black Pearl Annual Dish Award including traditional local dishes for the first time [1] Industry Trends - The consumer demographic for fine dining is evolving, with individuals born in the 1990s and 2000s now accounting for 37% of the consumer base, while those aged 30 to 50 remain the core consumers [1] - Fine dining is moving away from reliance on rare and expensive ingredients, instead emphasizing flavors closely tied to local culture and memories, indicating a broader lifestyle influence [2] - The current era of fine dining in China is characterized by a flourishing diversity, as reflected in the Black Pearl list [2]
拿了数亿融资的万店咖啡巨头,却“寄生”在便利店?
Guan Cha Zhe Wang· 2026-01-27 13:26
在业内人士看来,差异化定位与全链路能力构建,或许是挪瓦咖啡屡次赢得资本青睐的核心密码。在咖啡市场同质化竞争加剧的背景下,挪瓦咖啡切入的 是"健康咖啡"赛道,主打"低糖、低脂、低热量"标签,提前捕捉到"精养时代"的消费升级需求。 以数据佐证,去年9月,上海市爱卫办、市健康促进中心发布的万人调查(样本量10695人)显示,超过五成的市民在选择预包装饮料时,倾向于低糖或无糖饮 料,而偏好高糖饮料的比例仅为5.4%。 另据博研咨询的市场调查,在低热量食物的消费人群中,女性消费者是主要购买者,占比约为65%。其中,年龄在20-35岁之间的女性对于低热量食物的消 费金额最高。 1月26日,国内咖啡市场传来重磅消息:新锐连锁品牌挪瓦咖啡(NOWWA COFFEE)宣布完成数亿元C轮融资。本轮融资吸引了君联资本、昇望基金、华映资 本、挑战者创投、源星资本、金沙江创投等多家明星机构,向阳资本担任财务顾问。 其中,源星资本自2020年起已持续四轮注资挪瓦咖啡,金沙江创投亦多轮加码,这传递出头部资本对挪瓦咖啡长期增长逻辑的看好。不过,在门店破万的节 点上,挪瓦咖啡既手握多张王牌,也面临着规模化后的多重考验。 资料显示,挪瓦咖啡是精 ...
喜茶2025年批量重装130多家门店,海外门店已超百家
Guan Cha Zhe Wang· 2026-01-27 13:26
Group 1 - The core strategy for 2025 focuses on differentiation, with the introduction of new product categories such as tea specials and藏茶 [1][2] - In 2025, the company launched over 20 new tea bases and introduced 15 new products in the tea special series, with the "奇兰苹果杏" becoming a top-selling item shortly after its release [1] - The company applied over 10 regional specialty ingredients in its tea products, resulting in new offerings like 南姜甘草芭乐瓶 and 木姜子滇木瓜 [1] Group 2 - In 2025, the company reduced its collaboration activities, conducting only two co-branding events with CHIIKAWA and 星星人 [2] - The company undertook a significant renovation of over 130 stores, enhancing the leisure tea drinking experience, with notable themes like "茶化石3025" in Shanghai [2] - The company expanded internationally, opening over 100 stores in 32 cities, and launched over 30 native products, with nearly half of the top ten bestsellers being these native products [2]
腾讯的第二次“诺曼底”时刻
Guan Cha Zhe Wang· 2026-01-27 10:57
Core Insights - The article discusses Tencent's need for a breakthrough strategy in the competitive landscape of AI applications, drawing parallels to the past success of WeChat's red envelope feature [1][2][4][5] Group 1: Historical Context - Eleven years ago, WeChat's red envelope feature created a significant impact in the mobile payment space, leading to a dual-monopoly in the market [1][2] - The event is likened to a "Pearl Harbor" attack by Jack Ma, highlighting its unexpected nature and strategic importance [2] Group 2: Current Competitive Landscape - As of January 26, 2025, ByteDance's "Doubao" leads the AI-native app rankings with 155 million weekly active users, while Tencent's "Yuanbao" lags behind with 20.84 million [3] - Competitors like Alibaba are building comprehensive "AI + e-commerce" ecosystems, while ByteDance controls the "AI + entertainment" entry point [3] Group 3: Tencent's Strategic Response - Tencent is launching "Yuanbao Pai," an AI social experiment aimed at replicating the success of the red envelope feature [5][9] - "Yuanbao Pai" allows users to create groups where AI participates as a member, enhancing interaction and engagement [9][11] Group 4: Features and Functionality - The AI in "Yuanbao Pai" serves multiple roles, such as an assistant, supervisor, and socializer, aiming to create a more engaging user experience [11][12] - The platform integrates with both WeChat and QQ, allowing seamless sharing and interaction across Tencent's social networks [14] Group 5: User Engagement Challenges - Despite the rise of AI applications, user retention remains a challenge, with average daily usage times for competing apps being low [15][16] - The debate over daily active users (DAU) versus task completion highlights differing strategies among AI companies, with Tencent focusing on high DAU as a key metric for success [17][18]
连亏五年,徽酒金种子掉队
Guan Cha Zhe Wang· 2026-01-27 10:44
昔日安徽名酒金种子酒(600199),已连续五年陷入亏损泥淖。 一月初,公司发布2025年度业绩预告,公告显示,预计归属于上市公司股东的净利润为负值,经营业绩将出现亏损。 公司公告 按最初计划,2025年本是金种子酒实现50亿元营收目标的收官之年——5年前,时任董事长贾光明表示,要在5年内实现营收50亿元的目标。 彼时,金种子酒正处于辉煌时期,公司营收10.38亿元,净利润达6940.61万元,同比增长超过133%。 遗憾的是,一切并未如愿,当白酒行业的马太效应愈演愈烈,区域酒企的生存空间正被急剧压缩。 前三季度仅营收6.28亿元,同比下降22.08%的数据,已彻底宣告了宏伟计划的破产。 更令人唏嘘的是,古井贡酒(000596)、迎驾贡酒(603198)、口子窖(603589)等徽酒同行已跻身百亿或50亿阵营,而金种子酒却仍徘徊在10亿营收门槛 以下。 资本市场用脚投票。 截至1月27日收盘,金种子酒报9.24元/股,市值60.78亿元,较市值最高点跌去120亿元。 这家拥有七十余年历史的老牌酒企,站在命运的十字路口中。 战略失误 这已是金种子酒连续第五年陷入亏损泥潭。 2021年-2024年,金种子酒归母净 ...