2025年通讯电源领域的十大品牌推荐，综合技术实力、市场应用及可靠性进行排序： 一、国际品牌 1、美国ARTESYN（雅特生） Artesyn Technologies是一家全球领先的电源公司，总部位于佛罗里达州Boca Raton，研发机构遍及北 美、欧洲及亚洲，销售网络遍及全球，是纳斯达克交易所上市的公司，代码为ATSN。公司专为服务 器、存储设备、无线和电信系统的基础结构应用，提供设计、制造，以及销售高端电源转换器和嵌入式 板卡，并提供解决方案，是该领域的全球领导者。产品广被泛应用于高端服务器、数据存储设备、路由 器、集线器、高速调制解调器、射频放大系统、基站控制器和收发器等产品中。美国ARTESYN（雅特 生科技）的通讯电源产品线涵盖多个系列，具备高可靠性、模块化设计及智能化控制等特点，适用于通 信、数据网络等领域主要产品及型号有：LCC系列（无风扇/传导散热设计）型号：LCC600系列： 600W单路输出，支持12V/28V/36V/48V等电压，具备PMBus协议控制和主动均流功能，适用于高温环 境（基板温度-40℃至+85℃）。LCC250系列：250W单路输出，提供12V/24V/48V，IP ...

7月6日，中共汾阳市委、汾阳市人民政府在汾阳市峪道河镇敖坡村举行英雄启洪连纪念活动，汾阳市政府全体领导、相关市直单位、启洪连英雄 后裔、社会各界人士代表等200余人参加活动。 国网汾阳市供电公司峪道河供电所4名员工在纪念活动现场值守保电，积极履行电力保障责任，为纪念活动"保电护航"，以实际行动向革命先烈致 以崇高敬意。 为确保烈士纪念活动期间安全可靠用电，汾阳公司细化保电内容和保电范围，认真检查相关配电线路设备，对烈士陵园主要活动场所的用电设施 进行重点检修和测试，重点对漏电保护器、空气开关进行检查。安排保电小组携带发电机提前进驻现场，做到人员、车辆和抢修物资"三到位"， 现场布置安装5千瓦发电机1台，敷设电缆80米，使活动现场具备了"双电源"供电条件，确保一旦发生停电，能以最短的时间迅速处理，尽快恢复 供电，用电可靠性大幅度提高。活动当天，保电人员提前到场，再次对现场使用的开关、音箱等设备进行调试，并告知现场用电人员注意事项， 确保活动零安全隐患。现场值守人员随时待命，并对活动工作人员进行安全用电宣传，详细告知用电注意事项。活动期间，大家认真负责，密切 监控电力设备，以专业的技能和高效的服务为活动保驾护航， ...

得益于四川省对氢能和储能的大力支持，碳际科技计划于7月底在四川成都建立起四十万平米级高性能 碳毡量产基地。未来，碳际公司将以此西南基地为重要依托，持续优化要素组合，不断提高产品市场竞 争力。 在"双碳"大背景下，碳际科技持续打造基于碳纸技术和碳毡技术的两大技术平台，不断拓宽碳纤维复合 材料应用领域，不断丰富和深挖技术、筑牢企业发展护城河，全力为客户提供优质的产品和服务。 碳际科技董事长兼总经理姜永燚表示："本轮获得中金资本领投，和老股东武岳峰资本的跟投投资，充 分体现了投资人对碳际科技发展战略和发展前景的认可。融资将用于加速公司碳毡产品的量产实现，助 力公司产品应用拓展，为实现"以高碳材料成就低碳生活"注入碳际力量"。 碳际科技已成长为国内碳纸气体扩散层代表企业，不仅参与了碳纸相关的多项国家标准制定，更是凭借 优异的产品性能，在市场应用端取得丰硕成果。碳际科技的氢能碳纸产品在2024年突破万平米卷材销 售，在2025年上半年已基本达到去年营收额。公司从2022年底便布局储能电极材料，2023年7月完成产 品开发，2024年6月完成第一代MF产品中试，MF系列产品在160mA/cm2下能够达到86%VE；第二代 ...

Core Insights - The release of the National Development and Reform Commission and the National Energy Administration's notice on promoting green electricity direct connection marks a significant step towards efficient utilization of clean energy and optimization of electricity resource allocation [2][11] - Despite high interest in green electricity direct connection, actual implementation is slow, with many enterprises still in a wait-and-see mode regarding policy details and potential risks [2][3] Market Participation - Current participation in green electricity direct connection projects is below expectations, with some enterprises hesitant about the pricing mechanism [3][4] - A lack of a unified and transparent pricing mechanism makes it difficult for participants to assess the profitability and risks associated with green electricity direct connection projects [3][4] Pricing Mechanism - Pricing is identified as the core economic indicator for green electricity direct connection projects, influencing investment returns and market competitiveness [4][11] - The establishment of a balanced pricing standard is crucial, considering the interests of project developers, grid companies, and regulatory bodies [5][10] Challenges in Implementation - Green electricity direct connection projects face multiple challenges, including unclear technical standards for grid connection and approval processes, which affect feasibility and implementation speed [10][11] - The need for a stable and clear demand for green electricity is essential for creating a sustainable business model for these projects [10][11] Future Outlook - Experts predict that the pricing for green electricity direct connection projects may trend downward over the next 1-3 years, potentially resulting in overall electricity prices lower than traditional grid supply [7][11]

平安证券近日发布5月逆变器出口跟踪：根据海关总署数据，2025年5月，我国逆变器出 口金额60亿元，同/环比分别+8%/+3%。1-5月，我国逆变器出口金额共计240亿元，同比增 长9%。出口区域来看，欧洲、亚洲、拉丁美洲是我国出口逆变器的前三大市场，2025年1-5 月出口金额占比分别为39%/36%/11%。1-5月，我国出口欧洲/亚洲/拉美的逆变器金额分别为 93/87/25亿元，同比分别+4%/+24%/-18%。欧洲、亚洲、非洲出口金额同比呈现正增长；拉 丁美洲出口金额同比有所下降。 以下为研究报告摘要： 逆变器1-5月出口金额同比增长。根据海关总署数据，2025年5月，我国逆变器出口金额 60亿元，同/环比分别+8%/+3%。1-5月，我国逆变器出口金额共计240亿元，同比增长9%。 出口区域来看，欧洲、亚洲、拉丁美洲是我国出口逆变器的前三大市场，2025年1-5月出口 金额占比分别为39%/36%/11%。1-5月，我国出口欧洲/亚洲/拉美的逆变器金额分别为 93/87/25亿元，同比分别+4%/+24%/-18%。欧洲、亚洲、非洲出口金额同比呈现正增长；拉 丁美洲出口金额同比有所下降。 亚洲： ...

Group 1 - Energy Fuels Inc. announced significant production increases at its Pinyon Plain uranium mine in Arizona, with 230,661 pounds of U3O8 mined in June 2025, leading to a total production of 638,700 pounds for Q2 2025 [1][2] - The company sold 50,000 pounds of U3O8 at an average price of $77.00 per pound in the second quarter [1][2] - Future sales projections include 140,000 pounds of U3O8 in Q3 2025 and 160,000 pounds in Q4 2025, all from existing utility long-term contracts, with expectations of selling between 620,000 to 880,000 pounds in 2026 [1][2] Group 2 - The Nasdaq index reached a new high during the week of June 30 to July 4, 2025, while the Hang Seng Tech Index fell by 2.3% [2] - Energy Fuels Inc. saw an 11% increase in stock price following the release of its June production data, outperforming several other companies in the market [2] - The overall market sentiment was influenced by strong employment data and the passage of the "One Big Beautiful Bill," which positively affected cryptocurrency assets and related markets [4]

Group 1 - The ecological system of the Qinghai-Tibet Plateau is diverse yet fragile, necessitating a focus on ecological protection and maximizing ecological functions [3][4][5] - Qinghai is a resource-rich province with significant responsibilities for national ecological security and sustainable development, particularly in protecting the source of the Yangtze, Yellow, and Lancang rivers [4][6] - The development of circular economy is essential for improving resource utilization efficiency while maintaining ecological balance, particularly in the context of salt lake resource development [10][11] Group 2 - The Chaka Salt Lake is a major strategic resource for Qinghai, with a total area of 5,856 square kilometers and a total salt resource reserve of 60 billion tons, making it the largest salt lake in China [10][11] - Qinghai's potassium fertilizer production is projected to reach 7.49 million tons in 2024, reflecting a growth of 4.8%, while lithium carbonate production is expected to reach 135,000 tons, a 22.3% increase [12] - The Maerdang Hydropower Station has implemented fish passage devices to protect biodiversity and has released 310,000 fish since its construction, contributing to the ecological balance of the Yellow River basin [12] Group 3 - The development of the circular economy in Qinghai includes various industries such as salt lake chemicals, oil and gas chemicals, and new materials, all emphasizing low carbon emissions [16] - The establishment of a zero-carbon industry park in Golmud is aimed at enhancing the green development of the local economy, with a focus on wind and solar energy solutions [17] - The integration of advanced technologies in the lead smelting project in the Chaka Salt Lake area demonstrates a commitment to environmental protection and resource recycling [15]

Core Insights - China possesses abundant phosphate resources and a complete phosphate chemical industry system, making it the largest producer of phosphate rock and phosphate chemicals globally [1][2] - The industry faces challenges such as low comprehensive utilization of phosphate resources, weak sustainable resource assurance, significant pressure for green development, and structural contradictions in the supply of phosphate chemicals, which hinder high-quality development [1][2] - The trend in the industry is to achieve efficient and high-value utilization of phosphate resources and enhance the competitive advantage of the entire industry chain [1][2] Industry Overview - Yunnan Province is rich in phosphate resources and has a clear geographical advantage, actively promoting industrial chain integration [3] - In 2024, the total national phosphate rock production is projected to be 114 million tons, with Yunnan contributing 28.8 million tons, accounting for approximately 25% of the national total [3] - Companies in the industry are expanding into high-value new material products such as calcium phosphate, lithium iron phosphate, and lithium hexafluorophosphate, optimizing the industrial structure and promoting integration from phosphate rock to fine chemical materials [3]

Supply Side - The domestic raw coal production target for 2025 is approximately 4.8 billion tons, with slight increases expected in major production areas and continued growth in Xinjiang coal output, although the growth rate may decline due to fluctuating coal prices [1][2] - In April 2025, coal production contracted by over 50 million tons month-on-month due to low coal prices, while a slight recovery was observed in May in preparation for summer energy supply [1][2] - As of May 2025, 53.61% of coal companies are operating at a loss, indicating a persistent low price environment and potential production cuts among small and medium-sized coal enterprises [2] Import Side - The expected coal import volume for 2025 is 51 million tons, which, while lower than in 2024, remains at a high level, contributing to downward pressure on prices due to sufficient domestic supply [2] - Cumulative coal imports as of May 2025 reached 18.9 million tons, a year-on-year decrease of 7.95%, marking three consecutive months of decline [2] Demand Side - In the first five months of 2025, cumulative thermal power generation was 2,444.8 billion kWh, accounting for 65.60% of total generation, with a year-on-year decline of 2.88% due to competition from renewable energy sources [3] - Chemical coal demand has significantly increased, with high operating rates for methanol and urea, and construction material coal demand is expected to remain stable as the real estate sector stabilizes [3] - The supply of coking coal is expected to be ample, which may suppress coking coal prices, especially with seasonal declines in steel demand anticipated in July and August [3] Investment Recommendations - The coal sector is viewed as a high dividend target with long-term investment value, especially in the context of ongoing uncertainties in international relations and trade conflicts [4] - Companies recommended for attention include high-dividend, stable profit leaders like China Shenhua (601088.SH) and China Coal Energy (601898.SH), as well as companies that can mitigate price volatility like Xinjie Energy (601918.SH) [5]

Group 1 - The 2023 China International Heating, Ventilation, Air Conditioning, Bathroom, and Comfortable Home Systems Exhibition was held in Beijing from May 11 to 13, showcasing cutting-edge technologies and innovative products in the HVAC, plumbing, smart heating, and comfortable home sectors [1] - The exhibition covered an area of 105,000 square meters and attracted 1,065 exhibitors from around the world, including fields such as HVAC, smart home, water purification systems, and energy-saving technologies [1] - The event served as a significant trade platform for domestic and international brands, facilitating the display of the latest technological achievements and promoting high-quality development in the industry [1] Group 2 - Over 40 high-level forums and seminars were held during the exhibition, featuring industry experts, corporate representatives, and research institutions discussing topics like heating technology innovation under carbon neutrality, trends in smart water management, and the future of intelligent comfortable homes [2] - The China Building Energy Efficiency Association highlighted the growing demand for green buildings and smart homes, indicating that the heating industry is undergoing a new round of technological upgrades [2] - The successful hosting of the exhibition not only showcased the latest achievements in the global HVAC and comfortable home industry but also created valuable opportunities for technical cooperation and market expansion among upstream and downstream enterprises in the industry [2]