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【人民网】我国压缩空气储能技术研发获突破
Ren Min Wang· 2026-02-05 02:13
压缩机是压缩空气储能系统的最重要的核心部件之一,其作用主要是在储能时,将常压空气压缩至 高压状态,并储存至储气装置中,实现将电能转化为空气的压力能和热能的过程。研究所通过自主创 新,突破了总体设计及优化、全三维流动优化、长转子复杂轴系结构设计、高效变工况控制等关键技术 难题,研制成功了国际首套单机功率超过100MW的压缩空气储能压缩机,该压缩机具有完全自主知识 产权。相比已有压缩空气储能压缩机,其单机功率提高100%以上,单位成本大幅降低,同时具有效率 高、压力大、运行范围宽等优点。 近日,中国科学院工程热物理研究所在压缩空气储能技术研发方面取得重大突破。由中国科学院工 程热物理研究所联合中储国能(北京)技术有限公司研制的国际首套、单机功率最大的压缩空气储能压 缩机通过具有CNAS资质的第三方测试。测试结果表明,该压缩机最高排气压力达10.1MPa,最高功率 101MW,变工况范围为38.7%-118.4%,最高排气压力下的效率为88.1%,达到国际领先水平。 中国科学院工程热物理研究所从2005年起在国内最早开展压缩空气储能技术的研究。经过20余年的 努力,原创提出了先进压缩空气储能新原理,突破了系统全工况 ...
划重点!6图速览2026年中央一号文件--经济·科技--人民网
Ren Min Wang· 2026-02-04 13:36
2月3日,《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》正式发布。这是党的十八大以来第14个指导"三农"工作的中央一号文 件,也是"十五五"首个中央一号文件。主要有哪些重点?一组海报带你速览! 2026年 图书 STERE 列車点 实施常态化精准帮扶 1 健全常态化帮扶政策体系 2 提高监测帮扶精准性时效性 3 提升产业和就业帮扶实效 4分层分类帮扶欠发达地区 2026年 图说 TT HOL 划重点 승 根 1 保护和调动农民务农种粮积极性 2 培育壮大县域富民产业 3 促进农民工稳岗就业 4 多措并举扩大乡村消费 2 加强农村基础设施建设和管护 3 加强县域基本公共服务供给统筹 4 一体化推进乡村生态保护修复 5 深入实施文明乡风建设工程 6 建设平安法治乡村 强化体制机制创新 1 加快健全现代农业经营体系 2 规范有序做好农村各类资源盘活利 3 创新乡村振兴投融资机制 4 推动城乡要素双向流动 2026年 MEET 因也制直推进 宜居宜川和美乡村建设 1 统筹优化乡村国土空间布局 图 说 2026年 号文化 划重点 2 中国 加强党对"三农"工作的 工会面领导 1 强化乡村振兴责任 ...
数字媒体板块2月4日跌3.85%,值得买领跌,主力资金净流出10.39亿元
Market Overview - The digital media sector experienced a decline of 3.85% on February 4, with ZhiDeMai leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - *ST Fanli (600228) closed at 6.04, up 5.04% with a trading volume of 161,100 shares and a transaction value of 95.06 million [1] - Sanliu Wu Wang (300295) closed at 11.78, up 2.52% with a trading volume of 96,200 shares and a transaction value of 112 million [1] - Other notable declines include ZhiDeMai (300785) down 11.55% to 67.65, and XinHua Net (603888) down 6.29% to 24.29 [2] Capital Flow Analysis - The digital media sector saw a net outflow of 1.039 billion from institutional investors, while retail investors contributed a net inflow of 919 million [2] - The table of capital flow indicates that major stocks like *ST Fanli and Shengyi Bao experienced mixed capital movements, with significant outflows from institutional investors [3] Detailed Stock Capital Flow - *ST Fanli had a net inflow of 15.74 million from major investors, but a net outflow of 9.61 million from speculative investors [3] - Shengyi Bao saw a net inflow of 3.15 million from major investors, but also faced outflows from both speculative and retail investors [3] - The largest net outflow was observed in Mango Super Media (300413) with 40.88 million from major investors, while retail investors contributed a net inflow of 10.68 million [3]
国内外AI年报分析展望
2026-02-04 02:27
Summary of the Conference Call on AI Annual Report Analysis Industry Overview - The conference focused on the analysis and outlook of AI annual reports, particularly in the TMT (Technology, Media, and Telecommunications) sector, with a specific emphasis on domestic and international AI companies [1][2][4]. Key Points and Arguments General Market Sentiment - The period from October 31 to March is characterized as a performance vacuum, where the focus is on thematic investments rather than immediate earnings results [2][3]. - The spring market is expected to see a resurgence, with significant activity anticipated around March [3][4]. North American Companies - North American companies, particularly those involved in AI and cloud computing, have reported earnings that exceeded expectations, indicating strong capital expenditure in AI [4][6]. - Companies like Microsoft and Meta have shown robust spending on AI infrastructure, reflecting a positive outlook for the sector [4][6]. - Despite some domestic companies underperforming, their stock prices have rebounded, suggesting that market sentiment is more focused on thematic trends rather than immediate earnings [5][6]. Domestic AI Companies - Domestic AI companies are experiencing a supply-demand imbalance, with strong demand for AI-related products and services, despite some companies reporting earnings below expectations [6][7]. - The industry is characterized by a shortage of materials and components, which is driving prices up and creating a favorable environment for growth [6][7][10]. Future Growth Projections - There is a consensus that the growth trajectory for AI companies will continue to be strong, with expectations for significant growth in 2026 and beyond [8][9]. - Many companies are currently undervalued, trading at price-to-earnings (P/E) ratios between 15x to 20x, which presents a potential investment opportunity [8][9]. Specific Company Insights - Companies like Wan, Tianfu Communication, and others are highlighted for their potential despite recent earnings misses, as the overall industry outlook remains positive [4][6][7]. - The demand for GPUs and AI chips is expected to remain high, with domestic companies like Cambrian facing challenges but still showing potential for recovery [9][10]. Application and Innovation - The conference emphasized the importance of AI applications, particularly in gaming and media, with companies like Tencent and ByteDance leading the charge [14][15]. - The emergence of AI-driven applications is seen as a significant growth area, with expectations for increased investment and innovation in this space [14][15]. Regulatory and Market Concerns - There are concerns regarding potential regulatory impacts on the gaming industry, but these are largely viewed as unfounded and not likely to affect the overall market significantly [15][16]. - The market is currently experiencing volatility, but analysts suggest that this presents buying opportunities for fundamentally strong companies [21][22]. Additional Important Insights - The conference highlighted the importance of monitoring capital expenditure trends among major tech companies, as this will influence the demand for AI infrastructure and services [36][37]. - The potential for new technologies, such as diamond-based cooling materials for semiconductors, was discussed as a future growth area [24][25]. - Analysts recommend focusing on companies with strong fundamentals and growth potential, particularly in the AI and semiconductor sectors, as the market continues to evolve [22][23][39].
数据要素指数盘中下挫2%,值得买跌超8%
Mei Ri Jing Ji Xin Wen· 2026-02-04 02:12
Group 1 - The data factor index experienced a decline of 2% during intraday trading [2] - The stock "Zhidaimai" saw a significant drop of over 8% [2] - Both Xinhua News and People's Daily stocks fell by more than 6% [2]
人民网评:周生生的“真金”怕不怕“火炼”?
Ren Min Wang· 2026-02-03 10:39
买的是足金挂坠,送检之后发现是"合金"? 近日,广东清远的李女士反映,她新购买的周生生足金福袋挂坠佩戴一天后即被刮花,并出现白色痕迹。李女士 将挂坠送检,结果发现不同点位的金含量数据存在差异:其中一个点位金含量为96.21%,另一个点位为83.35%, 最低的一个点位仅为64.37%。挂坠中含有铁、银、钯等多种其他金属元素。 周生生官方微博发布情况说明 此事引发舆论关注之后,自称是周生生方面的工作人员回复记者称:"考虑到春节临近,出于对客户最大的诚意, 我司愿意为其提供退货服务。" 针对此事,2月3日,周生生官方微博发布情况说明,表示高度重视顾客反映的相 关事宜,正积极开展相关工作,相关进展将及时同步。舆论压力之下,姗姗来迟的售后服务不足以让人看到诚 意。 此事虽因退货而起,但目前的舆论风波绝非退货所能平息——涉事挂坠为什么会出现这样的情况?到底有没有质 量问题?还有没有类似的问题? 事关消费者权益和品牌形象,所有这些都需要一个明确的答案。 根据国家标准GB11887-2012《首饰贵金属纯度的规定及命名方法》,Au990(俗称足金)金含量不低于990‰ 。 从检测结果来看,该挂坠多处检测点位金含量低于国家标 ...
数字媒体板块2月3日涨3.73%,视觉中国领涨,主力资金净流入3.83亿元
Market Performance - The digital media sector increased by 3.73% on February 3, with Vision China leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - Vision China (000681) closed at 27.77, up 5.47%, with a trading volume of 772,900 shares and a transaction value of 2.108 billion [1] - Mango Super Media (300413) closed at 26.84, up 5.42%, with a trading volume of 466,100 shares and a transaction value of 1.232 billion [1] - People's Daily Online (603000) closed at 25.19, up 5.09%, with a trading volume of 775,400 shares and a transaction value of 1.931 billion [1] - Xinhua Net (603888) closed at 25.92, up 5.07%, with a trading volume of 429,200 shares and a transaction value of 1.104 billion [1] Capital Flow Analysis - The digital media sector saw a net inflow of 383 million from institutional investors, while retail investors experienced a net outflow of 296 million [2][3] - Major stocks like Mango Super Media had a net inflow of 237 million from institutional investors, but a net outflow of 152 million from retail investors [3] - Vision China experienced a net inflow of 114 million from institutional investors, with a net outflow of 84 million from retail investors [3]
数字媒体板块2月2日跌1.16%,三六五网领跌,主力资金净流入1198.58万元
Market Overview - The digital media sector experienced a decline of 1.16% on February 2, with Sanliu Wu leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable stock performances include: - *ST Fanli (600228)*: Closed at 6.04, up 5.04% with a trading volume of 46,000 shares [1] - Zhidema (300785): Closed at 75.05, up 0.74% with a trading volume of 293,800 shares [1] - Mango Super Media (300413): Closed at 25.46, down 0.04% with a trading volume of 272,900 shares [1] - Visual China (000681): Closed at 26.33, down 0.08% with a trading volume of 681,200 shares [1] - Sanliu Wu (300295): Closed at 11.31, down 10.02% with a trading volume of 321,700 shares [2] Capital Flow - The digital media sector saw a net inflow of 11.99 million yuan from institutional investors and a net inflow of 92.81 million yuan from retail investors, while individual investors had a net outflow of 105 million yuan [2][3] - Key stocks with significant capital flow include: - Xinhua Net (603888): Net inflow of 38.73 million yuan from institutional investors [3] - Mango Super Media (300413): Net inflow of 37.08 million yuan from institutional investors [3] - Sanliu Wu (300295): Net inflow of 16.55 million yuan from institutional investors [3]
人民网1月30日获融资买入1.54亿元,融资余额5.91亿元
Xin Lang Cai Jing· 2026-02-02 01:38
1月30日,人民网涨1.08%,成交额20.38亿元。两融数据显示,当日人民网获融资买入额1.54亿元,融 资偿还1.56亿元,融资净买入-284.82万元。截至1月30日,人民网融资融券余额合计6.11亿元。 融资方面,人民网当日融资买入1.54亿元。当前融资余额5.91亿元,占流通市值的2.19%,融资余额低 于近一年10%分位水平,处于低位。 机构持仓方面,截止2025年9月30日,人民网十大流通股东中,香港中央结算有限公司位居第五大流通 股东,持股1232.38万股,相比上期增加91.92万股。南方中证500ETF(510500)位居第六大流通股东, 持股801.97万股,相比上期减少16.32万股。 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 资料显示,人民网股份有限公司位于北京市朝阳区金台西路2号,成立日期2005年2月6日,上市日期 2012年4月27日,公司主营业务涉及从事互联网广告业务、信息服 ...
数字媒体板块1月30日跌0.05%,凡拓数创领跌,主力资金净流出9672.13万元
Market Overview - On January 30, the digital media sector experienced a slight decline of 0.05% compared to the previous trading day, with Fantawild leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the digital media sector included: - *ST Fanli: Closed at 5.75, up 4.17% with a trading volume of 196,400 shares and a turnover of 112 million yuan [1] - Zhidema: Closed at 74.50, up 3.20% with a trading volume of 299,800 shares and a turnover of 2.193 billion yuan [1] - Guomai Culture: Closed at 14.64, up 2.23% with a trading volume of 326,300 shares and a turnover of 474 million yuan [1] - Conversely, Fantawild Digital saw a significant decline, closing at 31.67, down 4.03% with a trading volume of 91,600 shares and a turnover of 293 million yuan [2] Capital Flow - The digital media sector experienced a net outflow of 96.72 million yuan from institutional investors, while retail investors saw a net inflow of 47.29 million yuan [2] - The capital flow for specific stocks showed: - Xinhua Net had a net inflow of 98.45 million yuan from institutional investors, but a net outflow of 92.79 million yuan from retail investors [3] - Guomai Culture had a net inflow of 38.31 million yuan from institutional investors, with a net outflow of 52.48 million yuan from retail investors [3] - Fantawild Digital had a net outflow of 6.79 million yuan from institutional investors, while retail investors contributed a net inflow of 6.83 million yuan [3]