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首届电力AI技能竞赛鸣金,南方电网深圳供电局荣获团队一等奖,人工智能为电网装上“智慧之眼”
Sou Hu Cai Jing· 2025-09-28 15:35
最终南方电网深圳供电局的刘昕林、高朋和宋文政组成的团队,在电网组竞赛中脱颖而出,一举斩获团 队一等奖且三人均获个人一等奖,展现了深圳供电局在人工智能技术应用与人才培养方面的领先实力和 发展潜力。 刘昕林、高朋、宋文政都是深圳供电局数字化与人工智能中心的业务骨干。作为深圳供电局的三级领军 技能专家,团队队长刘昕林职业履历横跨电气工程、IT运维、网络安全和人工智能四个领域,复合型知 识背景使他成为团队中不可或缺的"多面手"。在此次比赛中,他既能准确判断零部件缺陷图谱、及时排 查处理系统异常进程,还在队友遇技术瓶颈时提供跨专业支持。 深圳商报•读创客户端首席记者 董思 通讯员 叶兆康 9月26日,2025年新型电力系统建设职业技能竞赛(人工智能专业)在深圳圆满落幕。竞赛吸引了来自 国家电网、南方电网、中国华能、中国华电等13家电力企业的37支队伍同台竞技。 团队的技术核心高朋是清华大学计算机视觉方向的博士后,2023年作为高层次专业人才引进深圳供电 局。在比赛中,他如同团队的"大脑",负责整体技术策略的制定、节奏的把控及核心模型的架构设计与 性能评估。其训练出的高性能模型是团队取胜的关键利器。 宋文政是团队中最年轻 ...
帮主郑重:周末政策密集发力,“中国版英伟达”过会,中长线该盯啥?
Sou Hu Cai Jing· 2025-09-28 15:35
先看最重磅的央行例会,这可是定调子的事。三季度例会明确说了要"保持流动性充裕""推动社会综合融资成本下降",还特别提了要用好股票回购增持再贷 款,探索常态化安排来维护资本市场稳定。跟二季度比,这次删了"加力实施增量政策",反而强调"落实存量政策""释放政策效应"。说白了,就是政策不会 急转弯,而是稳稳托着市场,给咱们这些中长线投资者吃了颗定心丸——不用怕突然的政策波动,重点看长期的稳预期。 最后说下接下来要盯的事儿,9月30号的PMI特别关键,8月是49.4,要是能回到扩张区间,那经济回暖的信号就更明确了。外围还得看美国,政府会不会关 门、非农数据怎么样,这些会影响全球资金流向,但咱中长线不用天天盯着,知道有这么个事就行。至于本周400多亿的限售股解禁,也别一看到解禁就 慌,像宁波港这种大盘股,解禁对整体走势影响有限,重点看个股的估值和基本面。 紧接着8月的工业企业利润数据也来了,单月增长20.4%,累计利润也由负转正了。可能有人觉得这数太亮眼,是不是有水分?咱客观说,确实有去年低基 数的因素,但更重要的是结构在变好。装备制造业还是"压舱石",原材料行业利润涨得快,连消费品制造业都由降转增了,而且大中小企业利 ...
百利好丨现货黄金优势解析:双线作战的灵活之道
Sou Hu Cai Jing· 2025-09-28 15:30
Group 1 - Gold is recognized globally as a stable asset, maintaining its value over time and serving as a significant component in modern financial systems [1] - Spot gold has become an important choice for global investors due to its unique trading mechanism, which combines hedging properties with potential returns [1] Group 2 - The dual-direction trading mechanism of spot gold allows investors to profit from both rising and falling prices, providing opportunities in any market condition [3] - Spot gold trading employs a leverage model, enhancing capital efficiency while necessitating strict risk control measures due to the amplified risks associated with leverage [4] Group 3 - The T+0 trading model enables same-day opening and closing of positions, offering investors flexibility to adjust holdings based on market changes [5] - The global spot gold market features substantial daily trading volumes and depth, ensuring transparency in price formation and creating an ideal environment for technical and fundamental analysis [6] Group 4 - The market operates nearly 24 hours a day, allowing investors to trade flexibly and respond promptly to economic events and market fluctuations [7] - The dual-direction trading mechanism enhances profit potential, improves capital efficiency, and strengthens risk management capabilities for investors [8]
百亿融资撤离 VS ETF大举低吸,五大行业利好关注!
Sou Hu Cai Jing· 2025-09-28 15:24
Market Overview - The market experienced a significant adjustment on Friday afternoon, attributed to pre-holiday effects and style drift in portfolio adjustments, with external trade impacting sentiment [3] - The Shanghai stock market saw a substantial decrease in financing balance by 11.2 billion, marking the largest drop recently, particularly affecting sectors like robotics and gaming [4] Industrial Profit Recovery - Industrial profits showed a remarkable recovery, with August profits increasing by 20.4%, the highest growth rate since December 2023, indicating a positive trend in industrial revenue [6][8] - The State-owned Assets Supervision and Administration Commission emphasized the need to resist "involution" competition, which is contributing to the improvement in industrial profits [6] Growth Strategies in Various Industries - Multiple government departments have released growth stabilization plans for key industries, including petrochemicals and non-ferrous metals, aiming for an average annual growth of over 5% from 2025 to 2026 [8][9] - The focus on new materials and technologies is seen as a catalyst for emerging industries, enhancing the performance of leading companies [9] Technology Sector Developments - Xiaomi reported strong sales for its new product line, with the Xiaomi 17 series breaking sales records shortly after launch, indicating robust consumer demand [10] - The National Development and Reform Commission announced measures to foster innovation in digital economy enterprises, which is expected to strengthen the technology sector [13] Energy Storage and Battery Industry - The lithium battery industry in China has seen significant activity, with 183 new projects signed or initiated from January to August, amounting to a planned investment of 400 billion [15] - Major battery manufacturers are operating at full capacity due to strong demand for energy storage cells, indicating a bullish outlook for the sector [15] Strategic Market Outlook - The market is expected to experience short-term volatility due to pre-holiday effects, but the long-term outlook remains positive with a focus on self-sufficiency in technology and stable growth strategies [17] - Institutional investors are showing a strong commitment to sectors with confirmed growth, while the focus on "involution" and stable growth continues to provide opportunities for long-term investment [17]
金秋“湖来”文旅消费季:潮玩新体验 乐享好时光
Sou Hu Cai Jing· 2025-09-28 15:23
金秋"湖来",惊喜来袭!9月底至11月,湖州盛大开启文旅消费季,精心推出139项特色活动。今天给您推荐乐享潮玩点位! 吴兴区 西山漾景区 国庆中秋双节集市 时间:10月1日—8日 内容:以传统节庆为主题,设置特色商品展销、非遗文化体验及民俗表演三大板块,旨在丰富游客游览体验,弘扬传统文化。 中秋渔获节 时间:十月中下旬 内容:以传统渔猎文化为主题,内容包括捕捞作业展示、渔获市集等板块。活动通过再现传统捕捞场景,组织新鲜渔产品展销,并提供特色水产加工品品 尝体验,旨在展示地方渔业文化遗产。 金秋花海游园国庆乐 时间:10月1日起 内容:金秋国庆季花海市集、游花海打卡。 含山风景区 2025中国体育彩票浙江省百村万帐活动 时间:10月 内容:运动体验、文化活动、特色市集等。 荻港景区 南浔区 石淙花海景区 国庆游园打卡 时间:10月1日-10月8日 内容:在景区多个景点设置打卡点位,以集章形式游览特色景点,集满一定数量章后可获得一定购物优惠;开展鱼桑研学、笔道疗愈研学课程。 旧馆港廊古村落景区 港廊中秋活动:月满·中秋奇遇夜 时间:10月4日 内容:游港廊古村落设置多处打卡点位,月下集市:文创手作、传统小吃、特色 ...
天津农商银行深度参与
Sou Hu Cai Jing· 2025-09-28 15:23
此次参与活动,是天津农商银行与政银企多方协同联动的重要实践。通过精准对接农村消费市场需求,既为绿色出行普及提供金融支持,也助力老字号品牌 焕新升级,将"金融活水"精准输送到消费领域关键环节。同时,普惠金融服务下沉至基层,让农村居民、企业员工等群体都能享受到适配的金融服务,切实 降低消费与经营门槛,提振市场消费信心。 转自:新华财经 为积极响应天津市推动消费扩容提质、促进城乡融合发展的战略部署,进一步激活区域消费潜力,本市唯一"津门老字号"银行——天津农商银行深度参 与"购在中国·2025年'千县万镇'新能源汽车消费季(静海站)暨老字号消费嘉年华"活动,以专业金融力量赋能消费新场景,为天津"大消费"格局构建注入强 劲动力。 此次参与既是天津农商银行践行"服务三农、服务小微、服务民生"初心使命的生动实践,更是通过政银企协同联动,为提振农村消费市场、推动绿色出行普 及与老字号品牌焕新输送的"金融活水"。活动现场,该行精心打造便民服务区,围绕"便民、惠民、乐民"核心主题,推出一站式金融服务矩阵:从企业微信 便捷添加、社保卡即时办理,到金融服务咨询,再到信用卡现场申办与消费贷额度测算,全方位覆盖居民金融需求,让居民无需 ...
“万企出海 鲁贸全球”渔具产业链采购对接会在威海举办
Sou Hu Cai Jing· 2025-09-28 15:23
在企业对接环节,参会采购商与供应商围绕产品研发、市场合作、订单对接等核心需求,开展"一对 一"精准洽谈。现场交流氛围热烈,供需双方聚焦合作细节深入沟通,高效推动资源匹配与意向达成, 当日完成洽谈对接280余次,达成意向成交金额2300万元。 Hi威海客户端讯 9月27日,2025"万企出海鲁贸全球"渔具产业链采购对接会在威海举办。本次活动由山 东省商务厅主办,山东省贸促会贸易投资服务中心、威海市贸促会、威海市工业和信息化局联合承办, 以搭建跨国采购专业交流平台为核心,旨在推动山东省优质渔具产业链企业深度拓展海外市场,促进全 球渔具产业协同发展。 活动期间,主题推介环节邀请到多位行业专家与知名企业代表登台演讲。威海光威户外装备有限公司技 术部长孙鹏、俄罗斯今日欧鲤总经理爱德华·斯米尔诺夫分别从渔具新产品和国际市场需求角度分享经 验;此外,山东省外贸优品库服务中心主任毕绍宁围绕"优品库"项目,系统介绍其设立背景、核心定位 及面向企业的服务功能,全方位展现平台在资源整合、渠道对接等方面的优势,为我省渔具企业链接全 球资源提供坚实支撑。 威海作为全球最大的渔具制造业基地,致力打造世界知名的渔具专业品牌展会,引领和带动 ...
“电力天路”工程进度刷新!投运后青海西藏间输电能力提高一倍
Sou Hu Cai Jing· 2025-09-28 15:21
(央视财经《经济信息联播》)今天(9月28日),国家"十四五"规划重点工程——青藏联网二期扩建工 程正式投运,满足青藏联网工程输电能力新的要求。 青藏联网二期扩建工程于2024年5月开工建设,工程总投资超26亿元,在工程两端换流站内开展扩容改 造,同时对工程原有控制系统进行全面升级,实现输电能力翻倍。极大程度上解决西藏夏季丰水期电力消 纳难和冬季枯水期缺电的问题。 国家电网公司特高压部换流站处副处长 杨鹏程:工程的建成投运,可将青海与西藏之间的输电能力提高 一倍,达到120万千瓦,每年可助力西藏绿电外送21亿千瓦时。在冬季,入藏的电量可达到全区用电量的 35%,可进一步提高西藏电力保供能力。 转载请注明央视财经 编辑:王昕宇 ...
AI云火了,27 亿募资押注 AI,金山云一边押注一边焦虑
Sou Hu Cai Jing· 2025-09-28 15:21
最近看AI云领域的新闻,发现两个挺有意思的点,一是阿里云高管声称到2032年它全球数据中心的能 耗,要比2022年涨十倍。 可另一方面,盈利难题一直没解决,从2012年成立到现在13年,就没赚过钱,2021到2024年累计亏了84 亿,2025上半年又亏了7.7亿,比去年还多了7.81%,资产负债率也从68.7%升到71.6%,越来越依赖外部 钱。 有人可能会说,AI行业初期不都烧钱吗?这话没错,技术研发和建基建本来就慢,不能用普通公司马 上赚钱的标准要求。 但金山云它太依赖融资了,2025年4月刚募了超20亿港元,这次又要募27亿,如果后面现金流跟不上, 很可能陷入投钱,亏损,再募资的循环,这才是投资者真正担心的。 在阿里、腾讯这些巨头面前,二三线云服务商想活下来,总得有自己的独门武器,金山云选的路是绑紧 生态。截至2025年6月,金山软件持股35.59%,小米持股11.12%,雷军是实控人,这次配股后控制权也 没动。 这可不是单纯耗电大了,而是整个行业对算力的需求疯涨,大模型训练一次得数十亿参数运算,工厂搞 智能生产、医院搞AI诊断,都得靠云服务商的基建撑着,不加码根本跟不上。 另一个是金山云,刚宣布要配 ...
全球第25,国内第一!迈瑞医疗国际收入占比达50%
Sou Hu Cai Jing· 2025-09-28 15:21
Core Insights - China's leading medical device company, Mindray Medical, ranked 25th in the 2025 Global Top 100 Medical Device Companies list, improving from 27th in 2024, maintaining its position as the top domestic medical device enterprise [1][5] Company Overview - Mindray Medical was founded in Shenzhen in 1991, focusing on core technology breakthroughs and successfully launching domestic monitoring devices and portable ultrasound equipment in the late 1990s, breaking the monopoly of imported brands in the mid-to-low-end medical device market [5] - The company went public on the New York Stock Exchange in 2006, expanded into overseas markets, and returned to the Shenzhen Stock Exchange in 2018 after privatization, establishing itself as a benchmark in the domestic medical device sector [5] Financial Performance - In the first half of 2025, Mindray Medical reported its first revenue and net profit decline since its A-share listing in 2018, with revenue of 16.743 billion yuan, down 18.45% year-on-year, and net profit of 5.069 billion yuan, down 32.96% year-on-year [5] - All three main business segments experienced declines: Life Information and Support business down 31.59%, In Vitro Diagnostics down 16.11%, and Medical Imaging down 22.51% [5] Global Market Position - Mindray Medical's international business revenue grew by 5.39% year-on-year in the first half of 2025, accounting for approximately 50% of total revenue, indicating a new stage in its internationalization process [9] - The company has successfully added over 160 new high-end clients in the In Vitro Diagnostics field and penetrated existing high-end clients' product lines [9] Strategic Initiatives - Mindray Medical's core strategy for international market expansion includes localization and acquisitions, having acquired several companies to enhance its global footprint [9] - The company invested 4.008 billion yuan in R&D in the 2024 fiscal year, maintaining a rhythm of launching new products every few years and achieving breakthroughs in high-end products [10] Market Valuation - As of September 26, 2025, Mindray Medical's stock price was 240.10 yuan per share, with a total market capitalization of 291.107 billion yuan, reflecting a 46.96% decline from its historical high of 461.94 yuan per share in 2021 [8]