工信部在《车辆出厂合格证》强制性国家标准项目建议书中提出："面对新能源汽车电池溯源等新需 求，现行标准的部分条款需要进行补充及优化，从而顺应当前行业发展趋势。合格证以组合驾驶辅助系 统、储能装置单体及总成等关键信息为核心，在合格证上完整、准确地展示其关键信息，旨在强化智能 网联汽车和新能源汽车监督管理，从源头筑牢产品安全防线，支撑汽车行业生产者履行信息公开责任， 推动产业高质量发展。" 早在8月13日，国家市场监督管理总局、工业和信息化部就在联合发布的《关于加强智能网联新能源汽 车产品召回、生产一致性监督管理与规范宣传的通知（征求意见稿）》中提出，企业应在机动车合格证 系统中完整、准确填报组合驾驶辅助系统、储能装置单体及总成等关键信息，并严格执行软件在线升级 （以下简称 OTA升级）活动分类管理要求，未经备案不得开展OTA升级活动，不得将未经充分测试验 证的软件版本推送给用户，不得通过 OTA方式隐瞒缺陷。企业要确保生产的搭载组合驾驶辅助系统的 智能网联新能源汽车产品与准入产品一致，并承担产品安全责任。 近日，工业和信息化部科技司启动意见征集工作，公开向社会各界征求对《车辆出厂合格证》强制性国 家标准制修订计 ...

当前，"一芯难求"已成为储能市场的真实写照，宁德时代新能源科技股份有限公司（以下简称"宁德时 代"）等头部电池企业工厂基本处于满产状态，部分企业的订单已排到明年年初，产业上下游均处于满 负荷运转状态。这一现象引起了行业和资本市场的广泛关注。 业内人士表示，受全球储能需求爆发、短期内供需变化等多重因素影响，国内储能电芯"一芯难求"。业 界呼吁行业企业保持理性，并建议储能企业根据实际需求合理下单，与供应商建立更稳固的战略合作， 共同提升供应链韧性。 张剑辉表示："海外的需求处于爆发状态，造成优质产能短期紧缺。" 据高工储能统计，今年前8个月，中国储能企业新获海外储能订单超250个，总规模达188 GWh（吉瓦 时），同比增长183%。 从中国企业拿下的海外订单看，宁德时代、阳光电源股份有限公司、厦门海辰储能科技股份有限公司等 企业相继在中东地区拿下GWh级别的储能项目；同时，远景储能、瑞浦兰钧能源股份有限公司、国轩 高科股份有限公司等多家企业也在海外市场屡获大单，不少订单规模超过GWh级别。海外市场订单旺 盛，进一步加剧国内产能的紧张局面。 田庆军表示，国内外储能市场需求持续增长，对储能电芯的需求十分强劲，市场短 ...

今年以来，南方电网广西电网公司加速推动煤电由"电量主体"向"调节主力"转型。截至9月底，广西全 区84%的煤电机组已达国家灵活性调节能力要求，调峰深度低至36%，煤电利用小时数仅1836小时，为 南方五省区（广东、广西、云南、贵州、海南）最低，为清洁能源腾出消纳空间288亿千瓦时，转型成 效位居全国前列。 过去，广西电源和电量以煤电为主，主要靠煤电支撑，广西煤电在发电同时兼顾开展供热改造，"以热 定电"高负荷运行。随着广西新型能源体系与新型电力系统构建提速，广西新能源装机达5564万千瓦， 占比超50%，新能源消纳矛盾愈发突出。今年以来，南方电网广西电网公司以技术升级、市场引导、协 同联动多向发力，大力推动煤电由"电量型电源"向调节型电源转型发展，服务新能源消纳。 国能永福电厂是广西煤电升级改造的排头兵，其作为2007年投运的"老机组"，在保障工业供热同时，煤 电深度调峰能力已达到35%，成效十分显著。国能永福电厂计划部副主任高缘说："我们积极落实国家 及自治区关于火电灵活性改造要求，推进煤电向调节型电源发展，先后投入1.8亿元开展中联门改造、 机组通流改造等，提高负荷调节能力。如今，我们电厂已从最初政府核定 ...

Core Insights - The "Double Eleven" shopping festival has entered its 17th year, featuring the longest promotional period ever at one month, highlighting intensified competition among platforms [2] - Instant retail has evolved from a supplementary option in e-commerce to a critical battleground, driven by the need to tap into near-field consumption value as traffic growth plateaus [3][4] - Third-party delivery services are becoming essential infrastructure for instant retail, with companies like SF Express playing a pivotal role in supporting major brands and platforms during peak shopping periods [4][10] Group 1: Instant Retail and Market Dynamics - Instant retail is now a core growth area for "Double Eleven," with significant increases in order volumes for various categories, such as coffee and convenience store items, which saw year-on-year growth of 800% and 670% respectively [3] - The demand for instant delivery services is rising, with companies that can coordinate both far-field and near-field delivery capabilities expected to play a larger role in the market [4][7] - The competition in instant retail has shifted from merely speed to a focus on differentiated user experiences, with varying requirements based on product categories and platforms [8] Group 2: Role of Third-Party Delivery Services - SF Express has established itself as a key player in the third-party delivery sector, providing integrated supply chain services that enhance operational efficiency for merchants [5][10] - The company has formed deep partnerships with major brands across various sectors, including fast food and retail, to offer comprehensive delivery solutions [5][10] - The integration of third-party delivery services is crucial for traditional logistics, especially in enhancing last-mile delivery efficiency during peak periods [11][13] Group 3: Future Trends and Implications - The trend towards collaborative logistics, as encouraged by government initiatives, is expected to drive the growth of instant retail and third-party delivery services [7] - As instant retail penetration increases, the value of third-party delivery infrastructure is anticipated to expand, with companies like SF Express positioned to meet customized delivery demands across multiple platforms [13] - The emphasis on delivery capabilities will ultimately influence user experience and conversion rates during major shopping events like "Double Eleven" [13]

Group 1 - The core viewpoint of the article is that the majority of steel products' prices remain stable compared to October, with some varieties experiencing price increases due to high steel production and inventory levels, leading to a relaxed supply-demand situation that hinders sustained price recovery [1][2] - The prices of various steel products such as thick plates, hot-rolled coils, and cold-rolled products remain unchanged from October, while hot-dip galvanized and electro-galvanized steel prices have increased by 100 yuan per ton [1] - Domestic consumption is currently stable, with potential for increased orders in seasonal consumption sectors, although demand for construction steel is constrained by financial and emotional factors [1][2] Group 2 - Steel production remains at a certain scale, with stable orders for specialty steel, but the overall price recovery of steel is limited due to pressure from common materials [2] - Overseas retail and manufacturing consumption is holding up, with liquidity from interest rate cuts promoting investment and consumption, providing a supportive backdrop for domestic steel prices [2] - The adjustment of steel prices by major steel enterprises for November is primarily to address the high production levels and increasing inventory, with a focus on the specialty steel market moving forward [2]

Core Insights - The 138th Canton Fair showcased China's manufacturing transformation, particularly in the motorcycle and electric vehicle sectors, attracting approximately 157,900 overseas buyers from 222 countries and regions [1] - China's motorcycle exports saw a significant increase, with a 29% year-on-year growth in export value and a 22.82% rise in export volume, reaching 9.9674 million units from January to September 2025 [1] Group 1: Electric Vehicle Transition - Over 50% of exhibitors at the Canton Fair presented electric motorcycle models, highlighting advancements in technology such as range-extended hybrids and large-capacity batteries [2] - The export of motorcycles with engine displacements over 200ml increased by 35.8% year-on-year, indicating a growing acceptance of mid-to-high-end products in international markets [2] - Chinese companies are shifting from "manufacturing" to "intelligent manufacturing," integrating new materials and technologies to enhance product value and transition from price competition to a dual focus on brand and technology [2] Group 2: Policy Support - The resilience of China's motorcycle exports is supported by systematic national policies, including the establishment of a comprehensive overseas service system to assist companies in international markets [3] - The "1+N" overseas service platform integrates various resources to provide comprehensive support for companies venturing abroad, including tax, legal, and financial services [3] - Policies encourage the establishment of overseas service stations in key countries, facilitating localized operations for Chinese motorcycle companies [3] Group 3: Market Diversification - Chinese motorcycle companies are adapting to challenges such as rising tariffs in traditional markets by diversifying their market strategies, with Latin America remaining the largest export market and Africa showing over 70% export growth [4] - Emerging markets in the Middle East and Southeast Asia are also demonstrating strong potential, with companies adjusting product structures to meet regional demands [4] - The diversification strategy aligns with policy directions aimed at enhancing bilateral cooperation and creating a favorable environment for market expansion [4] Group 4: Future Outlook - Despite strong growth, challenges remain, including price sensitivity among customers and increased compliance requirements in certain markets [6] - The implementation of supportive policies will enhance companies' capabilities in compliance, risk management, and localized operations, facilitating a transition from "going out" to "integrating in" [6] - The Canton Fair represents a significant showcase of China's motorcycle industry on the international stage, with a focus on technology, brand, and quality as key drivers for future growth [6]

Core Insights - The Singapore Land Transport Authority (LTA) has awarded the first L4 autonomous bus project to a consortium led by Chinese company Mogu Car Union Technology Co., Ltd., along with MKX Technologies and BYD, marking a significant milestone for Chinese autonomous driving technology in developed countries [1][2] Group 1: Project Overview - The project will pilot fully electric, 16-seat autonomous buses in Singapore's Marina Bay and One North areas starting in the second half of 2026 [1] - The LTA aims to integrate autonomous buses with regular bus services within three years, having initiated the tender process in January 2025 [1][2] Group 2: Consortium Strengths - The consortium's success is attributed to its comprehensive delivery model, combining smart technology, vehicle manufacturing, and local operations [2] - Mogu Car Union's self-developed MOGOBUS has demonstrated scalable operational capabilities, achieving a closed-loop technology system validated by over 2 million kilometers of safe driving across more than 10 provinces in China [2][3] Group 3: Market Implications - The project represents a deep integration of Chinese AI algorithms, BYD's manufacturing capabilities, and local operational expertise in Singapore, creating a replicable model for smart urban transportation [2][3] - The "turnkey" model significantly reduces integration costs and shortens implementation timelines, enhancing the appeal of Chinese autonomous driving solutions in international markets [3] Group 4: Future Outlook - The success of this project is seen as a pathway for Chinese autonomous driving companies to overcome international policy barriers and establish a new identity for Chinese technology abroad [3] - The consortium aims to collaborate with partners for project implementation and ongoing development, emphasizing a cooperative approach to building global standards and ecosystems for intelligent transportation [3]

为护航"新三样"畅行全球，厦门海关"线上培训+实地指导"相结合，持续为企业提供出口政策辅导与出 口目的国家标准解读；对高精尖企业加大知识产权海关保护力度，指导企业规避风险；畅通出口查检快 速通道，实现即报、即验、即放。（通讯员 钟观明 陈雅莹 李凤灵） 转自：中国国门时报 "丝路海运"航线与绿色发展浪潮在八闽大地交汇，擦亮了福建外贸的新名片。如今，福建外贸持续凭借 以锂离子蓄电池、电动汽车、光伏产品为代表的"新三样"产品破浪出海，展现出蓬勃的产业活力。据厦 门海关统计，今年前三季度，福建"新三样"产品出口1070.1亿元，同比增长18.4%，出口规模创历史同 期新高。其中，9月当月出口126.9亿元，出口值连续7个月破百亿元。 数据显示，锂离子蓄电池是福建"新三样"产品出口主力军，前三季度出口984.6亿元，同比增长16.8%， 占同期全省"新三样"产品出口总值超九成。同期，以电动载人汽车为主的电动汽车热销，出口67.7亿 元，同比增长54.9%。此外，光伏产品出口17.8亿元，同比增长1.7%。 "我们的产品涵盖氢燃料重卡、冷链物流车等12大系列。公司通过坚持自主研发和高端个性化定制，形 成了独特的产销模式 ...

Core Insights - The whey protein industry in China is experiencing rapid growth due to increased public health awareness and the expansion of the sports nutrition market [1][2] - The global whey market is projected to grow from $9.9 billion in 2023 to $17.82 billion by 2032, with a compound annual growth rate (CAGR) of 8.76% [2] - China's whey protein market has seen a rise from $34.6 million in 2021 to $51.8 million this year, with an average annual growth rate of approximately 11%, surpassing the global average [2] Market Demand - The demand for whey protein is driven by its applications in muscle gain, weight loss, and strength enhancement, alongside a growing health consciousness among consumers [2] - In the product segmentation, whey protein concentrate holds the largest market share, while functional foods are the primary application area for whey ingredients [2] - The protein powder category accounts for 7.4% of the health food market, with whey protein constituting about 70% of the protein powder market [2] Consumer Trends - The popularity of whey protein products is increasing, with a 18.2% year-on-year growth in sales during the first quarter of this year [3] - Consumers are increasingly incorporating whey protein into their daily health management, expanding the consumer base from professional athletes to the general public [3] - Whey protein's excellent amino acid profile and digestibility make it a key ingredient in yogurt and adult milk powder formulations [3] Supply Chain Dynamics - China has been heavily reliant on imported whey protein, with over 60% of global whey powder production concentrated in Europe and the U.S. [5] - In 2024, China's whey powder imports are expected to reach 661,000 tons, valued at $810 million, with the U.S. being a major supplier [5] - Domestic companies are diversifying their import sources and increasing procurement from South America and Eastern Europe [5][6] Industry Development - The industry is undergoing a transformation with a focus on raw material quality, precise composition, and refined processing techniques [8] - A white paper on whey protein has been published to provide a scientific reference framework for industry standardization [8] - Future industry growth is expected to focus on product diversification, technological innovation, and sustained market demand [9][10] Future Outlook - The whey protein product range is anticipated to diversify, including protein beverages, baked goods, and snacks to cater to various consumer needs [9] - Technological advancements will drive product upgrades, improving purity and quality while reducing production costs [9] - The increasing health consciousness and fitness trends among the population will continue to boost the demand for whey protein [10]

Core Insights - The Fuman Oilfield, China's largest ultra-deep oilfield, has achieved significant breakthroughs in enhanced oil recovery through pilot tests in the Fuyuan 210 and Mandeep 4 units [1] Group 1: Enhanced Oil Recovery Techniques - The Fuyuan 210 unit utilized a "high injection, low production" model, injecting nearly 50 million cubic meters of gas, resulting in an additional oil output of 34,000 tons and a threefold increase in daily oil production, achieving an annual capacity of 40,000 tons [1] - The Mandeep 4 unit employed a "top gas injection, bottom water injection, and intermediate oil extraction" approach, effectively controlling decline rates, with an expected increase in recovery rates by over 17 percentage points [1] Group 2: Research and Development Collaboration - Since the breakthrough in 2020, the research team from the China Petroleum Exploration and Development Research Institute has collaborated closely with the China Petroleum Ultra-deep Complex Oil and Gas Reservoir Exploration and Development Technology R&D Center [1] - The team developed intelligent characterization and dynamic-static reserve evaluation technologies for fault-controlled fracture-cavity reservoirs, improving the static reserve matching rate by over 20% [1] - The integration of discrete fracture-cavity medium multi-phase multi-scale coupling geological modeling and numerical simulation technology has upgraded the simulator to handle oil-gas-water three-phase interactions, revealing fluid flow patterns in fault-controlled fracture-cavity units [1]