"国家计算机病毒应急处理中心"微信号30日消息，国家计算机病毒应急处理中心检测发现70款违法违规 收集使用个人信息的移动应用。 "国家计算机病毒应急处理中心"微信号30日消息，国家计算机病毒应急处理中心检测发现70款违法违规 收集使用个人信息的移动应用。 3、个人信息处理者向其他个人信息处理者提供其处理的个人信息的，未向个人告知接收方的名称或者 姓名、联系方式、处理目的、处理方式和个人信息的种类，并取得个人的单独同意；App客户端向第三 方提供个人信息，包括通过客户端嵌入的第三方代码、插件等方式向第三方提供个人信息，未经过用户 同意，未做匿名化处理。涉及14款移动应用如下： 《e代驾》(版本9.19.1_202507161732，应用宝)、《TA岛宠物》(微信小程序)、《阿虎医考》(版本 9.1.9.101，抖音应用中心)、《飞傲音乐》(版本3.2.9，搜狗下载)、《可可修图》(版本1.9.7，小米应用 商店)、《来电秀彩铃》(版本4.0.408，小米应用商店)、《镭威视云》(版本4.3.0.9，历趣市场)、《泼辣 修图》(版本6.11.6，小米应用商店)、《尚德机构》(版本7.9.1，应用宝)、《小蚁摄像机 ...

国元证券近日发布工程机械行业深度报告：根据中商产业研究院数据，2024年中国工程机械市场规模达 到234亿美元，约占全球总规模的11.0%，到2030年预计将增长至570亿美元，CAGR约为16%。 投资建议 建议关注三一重工：数智化转型领先的全球工程机械巨头；徐工机械：工程机械全产业链龙头，技术创 新能力行业领先；柳工：全系列产品线协同，海外市场表现突出。 工程机械是国民经济发展的重要支柱产业之一。工程机械主要应用领域广泛，主要包括城乡道路、城市 基础设施建设、国防、水利等方面，应用范围广，品种繁多，属于资本、劳动、技术密集型行业。根据 中商产业研究院数据，2024年中国工程机械市场规模达到234亿美元，约占全球总规模的11.0%，到 2030年预计将增长至570亿美元，CAGR约为16%。挖掘机、起重机、装载机占据主要市场空间，未来 预计趋势向好，其中主要工程机械产品挖掘机在2025年1—9月，共销售174039台，同比增长18.1%。工 程机械产业链主要包括上游原材料零部件供应商、中游工程机械制造商，下游则覆盖多行业多领域。国 内工程机械行业市场集中度较高，企业呈梯队化竞争态势。全球格局呈现"三足鼎立" ...

Group 1 - The core viewpoint is that the photovoltaic industry chain prices remain stable, with slight price declines in battery cells, while overseas orders and policy environment continue to support the industry [2][4] - The domestic discussion on anti-involution storage plans is ongoing, but the timeline for these discussions is long, limiting short-term price recovery [2][4] - The wind power sector is experiencing sustained high demand, with the "Beijing Wind Energy Declaration 2.0" proposing an annual new installed capacity of no less than 120 million kilowatts during the 14th Five-Year Plan, including at least 15 million kilowatts from offshore wind [3] Group 2 - In the energy storage sector, demand in data centers is rapidly increasing, and Vietnam plans to introduce subsidies for household solar storage [4] - Global large-scale storage bidding data remains strong, with rising prices for storage cells indicating robust downstream demand [4] - The hydrogen energy industry is developing positively, with national support for new technology research and development, and a focus on hydrogen production, storage, and application [4] Group 3 - The recent Fourth Plenary Session's communiqué emphasizes accelerating the construction of a new energy system and promoting green transformation in economic and social development [5] - The stability of the power grid is expected to facilitate the construction of this new energy system [5] Group 4 - In the electric vehicle sector, the price of lithium hexafluorophosphate has rebounded, leading to improved profitability in Q4, while companies like Penghui Energy have turned profitable in Q3 [6] - The strong demand for small storage battery cells and the continuous reduction of lithium carbonate inventory are driving price increases [6] - Recommendations include focusing on stable profit segments in battery and structural components, as well as long-term attention to beneficiaries of solid-state battery developments [6]

三星和海力士计划四季度继续调整报价，三星HBM3E降价策略或难以传导到其他存储领域。根据智通 财经及半导体行业观察消息，《韩国经济日报》报道，三星电子、SK海力士等主要内存供应商，将在 今年第四季度继续向客户调整报价，将包括DRAM和NAND在内的存储产品价格上调高达30%，这次调 价预计是在9月下旬的提价通知基础上的进一步调整。《朝鲜日报》报道，由于担心DRAM短缺，采购 方正在囤积内存和签订长期协议，三星和SK海力士获得2至3年长期供应协议，区别于以往按季度或年 度签订合同的形式。AI催生了对存储的性能和容量的升级需求，美光数据显示，AI服务器的DRAM容 量需求是普通服务器的8倍，NAND容量需求达到3倍，HBM消耗的晶圆容量是标准DRAM的多倍。根 据科创板日报援引Digitimes报道，三星电子将针对12层HBM3E推出30%的降价策略以试图抢占市场， 单一产品的价格竞争策略或难以传导到DRAM等传统存储芯片。我们认为，存储原厂此前减产效应显 现，供需关系好转，且AI拉动HBM、ESSD等存储需求提升，另外，消费电子旺季备货、补库存需求提 升，有望共同带动存储价格回升趋势延续。国内存储厂商有望在先进 ...

据新浪科技爆料，影石创新董事长刘靖康发布朋友圈，提到大疆创新董事长汪滔，他先写道："汪滔牛逼，悦己者无敌，真心respect。 据新浪科技爆料，影石创新董事长刘靖康发布朋友圈，提到大疆创新董事长汪滔。他先写道："汪滔牛逼，悦己者无敌，真心respect。" 后来在评论区话锋一转，指出汪滔是"消费电子和消费品唯一能做到垄断的王者"，并称"光靠产品技术营销好是做不到垄断的"。 这一表态在科技圈引发热议，相关截图很快在微博流传开来。 值得注意的是，影石发布2025年第三季度财报显示，公司营收29.40亿元，同比增长92.64%，但归母净利润同比下降15.90%。这种"增收不增利"的状态与研 发投入大幅增加有关：第三季度研发费用同比增长164.81%，其中相当部分投向全景无人机项目。 谈及新业务情况，影石称，基于对行业发展趋势的研判与公司中长期战略规划，公司计划推出两个无人机品牌，包括公司自有无人机品牌和与第三方共同孵 化的影翎 Antigravity 全景无人机品牌。 尽管影石是全球全景相机龙头，弗若斯特沙利文最新研究数据显示，影石创新2023年以67.2%的市场占有率持续领跑，在全景相机领域已连续六年霸榜全球 第 ...

Core Insights - The overall performance of the dividend style sector has been poor from early 2025 to October 28, 2025, while electricity demand has maintained steady growth, with a total electricity consumption of 7.77 trillion kilowatt-hours, representing a year-on-year increase of 4.8% [2][3] - During the 14th Five-Year Plan period, a "wide electricity volume, tight electricity supply" pattern is expected, with comprehensive electricity prices likely to stabilize [2][3] Electricity Sector - Coal prices have bottomed out and are expected to stabilize electricity prices; from the end of 2023 to mid-2025, coal prices have been declining, but began to rebound in July 2025, with the average clearing price in Jiangsu's electricity market reaching 395.60 yuan per megawatt-hour, an increase of 82.80 yuan per megawatt-hour month-on-month [3] - Hydropower remains stable with long-term investment value in a low-interest-rate environment; the net interest margin for hydropower has expanded by 69 basis points compared to the previous year [3] - Nuclear power's marketization ratio is gradually increasing, with a marketable electricity volume cap of 31.2 billion kilowatt-hours in 2026, a 14.3% increase from 2025; fluctuations in natural uranium prices have a minimal impact on operators [3] - Green electricity policies have seen uncertainty resolved, with market reforms entering a deeper phase; the wind power tax subsidy has decreased, indicating a policy bottom [4] Power Grid Equipment - The State Grid's investment in transmission and transformation equipment has seen significant growth, with a cumulative bidding amount of 68.188 billion yuan from January to September 2025, a year-on-year increase of 22.9% [6] - The export of primary equipment has also maintained high growth, with liquid medium transformers, high-voltage switches, and energy meters showing significant year-on-year increases in export amounts [6] Investment Opportunities - Beneficial stocks include: - Thermal Power: Huaneng International, Huadian International, China Resources Power, Datang Power, and others [7] - Hydropower: Yangtze Power, Huaneng Hydropower, and others [7] - Nuclear Power: China National Nuclear Power, China General Nuclear Power, and others [7] - Green Power: Longyuan Power, China Power, and others [7] - Power Grid Equipment: Pinggao Electric, XJ Electric, and others [7]

10月29日，纪念妈祖羽化升天1038周年暨妈祖金身巡安湄洲岛系列活动正式拉开帷幕，海内外游客纷至沓来。漫步岛上，往来穿梭的 新能源车辆、随处可见的电动助力车，与宜人的碧海绿意共同构成了一道流动的风景，也让"绿色"成为许多游客对这里最直观的印象。 在福建莆田湄洲岛，绿色电力正悄然将现代化的低碳生活与千年的妈祖文化紧密相连。全域电动交通与全电厨房已广泛普及，构成日 常的低碳图景。而这股"绿色动能"也为妈祖祖庙注入新的活力。通过数字化监控和智能运维系统，为这座千年文化遗产筑牢安全防线，实 现了绿色发展与传统保护的有机融合。 低碳引领食住行游 为服务好海岛的绿色出行体系，莆田供电公司全力推进电动汽车充电网络建设，建成了覆盖全岛的"三公里充电圈"，并推动岛上376辆 公交车和旅游观光接待车全部实现电动化转型，为"清新湄洲"增添了流动的绿色风景线。 ▲酒楼民宿全电厨房改造 ▲文化论坛光能地砖 妈祖祖庙每年都会举行妈祖祭典、文化旅游节等众多重大节庆活动。但妈祖祖庙所处的环境相对潮湿，金属器件及文物易被腐蚀。同 时，香客上香导致庙内烟雾缭绕，单靠人工排烟费时费力，且香烛无人照看易引发火灾。加上祖庙供用电情况复杂、运维保障任 ...

面对降雪带来的施工挑战，电力建设者们紧急清理积雪、优化作业流程、监护巡视关键点位，克服高海拔、低温、覆冰等困难，全力 鏖战风雪，赶在冬期来临之前高效有序推进施工，为变电站按期建成投运打下坚实基础。 【责任编辑：王少晨 】 阿坝至成都东1000千伏特高压交流输电工程计划于2026年底建成投运，届时可将川西地区丰富的水、风、光等清洁电能送至环成都城 市群负荷中心，有力支撑成渝地区双城经济圈建设。新建的阿坝1000千伏变电站是该工程的重要组成部分，将刷新特高压变电站世界最高 海拔、最高填方边坡、最大土方量、最复杂地质、最复杂进站道路和水源的"五最"纪录。 近日，四川省阿坝藏族羌族自治州理县米亚罗镇气温骤降，迎来降雪。位于米亚罗镇海拔3620米山顶的阿坝1000千伏特高压变电站建 设现场大雪纷飞、银装素裹。电力铁塔和300余台施工机械披上了厚重的"冰甲"，现场积雪深度已超过5厘米。 10月25日，在阿坝1000千伏变电站建设现场，多彩的作业机械与洁白的雪山交相辉映。国网四川建设公司供图 10月25日，阿坝1000千伏变电站建设现场迎来降雪，一片银装素裹。国网四川建设公司供图 ...

Core Viewpoint - The company is actively ensuring reliable electricity supply for winter irrigation in Jiuquan City, focusing on agricultural production needs and enhancing safety awareness among farmers [1][4]. Group 1: Winter Irrigation Initiatives - The winter irrigation work has been fully launched in Jiuquan City, with orderly progress in irrigation across various towns [1]. - The company has organized a special team to provide "zero-distance" electricity service, ensuring the reliable operation of irrigation equipment [1][3]. Group 2: Safety and Equipment Management - The company has conducted 28 special inspections of winter irrigation lines and equipment, identifying and rectifying 32 electrical hazards, maintaining a 100% reliability rate for equipment power supply [3][4]. - Farmers have been educated on safe electricity usage through the distribution of safety manuals and hands-on guidance on checking irrigation equipment insulation [3]. Group 3: Service Optimization and Community Engagement - The company has planned winter irrigation power supply work in advance, optimizing grid operation based on agricultural production patterns and upgrading old equipment [4]. - A mechanism has been established for quick response to electricity demands, involving local village committees and farmers to enhance service efficiency [4].

国内家居零售巨头红星美凯龙（A股代码：601828.SH，港股代码：01528）近期公布了2025年前三季度 的财务报告。数据显示，公司营业收入约为49.69亿元，同比下降18.62%；归属于母公司所有者的净亏 损达到约31.43亿元，同比扩大66.55%；基本每股亏损为0.72元。其中，仅第三季度单季营收为16.32亿 元，同比下降13.24%，净亏损12.43亿元，每股收益为-0.29元。 对于营业收入的下滑，美凯龙在公告中解释称，主要受到家居零售市场整体需求减弱的影响，导致商户 经营面临压力，商场租金收入出现阶段性下滑。与此同时，公司为支持商户稳定经营，增加了稳商留商 的相关优惠。此外，委管商场数量减少以及其他业务板块项目进度放缓，也对整体营收形成了拖累。 从主营业务构成来看，自营及租赁收入仍为公司核心来源，前三季度贡献24.51亿元，占比73.44%；委 托经营管理收入为6.09亿元，占比18.26%；其他收入与建筑装饰服务分别占比5.20%和3.10%。 偿债能力方面，截至2025年三季度，美凯龙资产负债率为59.43%，较去年同期的57.24%有所上升。 在公司治理层面，美凯龙控股股东为厦门建发股 ...