WAIC 2025施耐德电气展厅（智慧楼宇）。 李贝贝/摄 7月26日，2025世界人工智能大会（WAIC 2025）在上海世博展览馆开幕，3000余项前沿展品集中亮 相，100余款"全球首发""中国首秀"的重磅新品，规模创历届之最。多款AI创新产品和解决方案的发 布，共同推动AI技术的规模化产业应用，助力我国产业加速新质转型。 值得注意的是，在AI技术驱动产业创新的背景下，数据中心的绿色低碳建设正成为助力中国产业新质 转型的关键支撑。 在WAIC 2025召开首日，针对数据中心发展所面临的挑战，施耐德电气提出了"算电协同"三层架构及系 统化解决方案。施耐德电气高级副总裁、战略与业务发展中国区负责人、商业价值研究院院长熊宜向 《华夏时报》记者强调："在AI产业高速发展与新型电力系统建设的双重背景下，以算电协同重塑能源 范式，才能为AI浪潮提供坚实可靠的基础底座。" AI技术加速场景落地 备受全球瞩目的WAIC，已经进入第八个年头。据公开信息，WAIC 2025展览面积首次突破7万平米，吸 引800余家企业参展，3000余项前沿展品集中亮相，100余款"全球首发""中国首秀"的重磅新品，规模创 历届之最。 7月 ...

为什么这么说？有这么几个信号。 一，底层技术来看，大模型在从参数比拼到行业适配。去年大家都在比谁的参数多，今年更关 注"怎么用"，头部的大模型企业今年都着重展示了一些垂直行业解决方案，比如金融领域的智 能投顾、可以看病问诊的智能体等等。 二，智能终端爆发，机器人从概念走向量产。备受关注的几家机器人企业如宇树科技、傅利 叶、智元机器人等等，此次展出的机器人都在各种场景中发挥的作用，比如康养、物流等，这 些不再是实验室的炫技，而是马上能够进入工厂、医院甚至家庭的"生产力工具"！ 2025年，当我们谈论AI的时候，在谈些什么？AI教父辛顿的演讲这两天火遍全网。他用养老 虎来比喻说明人类和AI的关系："养老虎当宠物刚出生时很可爱，但如果养大了，你得确保它 不会把你吃掉。"区别在于，AI不像老虎那样可以被消灭——AI技术已经广泛渗透全球各行 业。 我现在所在的是2025年世界人工智能大会的现场，逛完展区可以明显感觉到辛顿为什么这么说 了。今年的WAIC不再只是看demo去谈论"未来可能"，而是聚焦"现在如何"。 过去几年，AI行业那可是风口中的风口！但真正能大规模商用的技术却不多。很多企业还在比 拼谁的模型参数更大、谁 ...

Core Insights - AI technology is rapidly evolving and its large-scale application is expected to drive structural changes in key sectors such as energy and industry, unleashing significant technological innovation [1] - Schneider Electric emphasizes its commitment to AI innovation in China, aiming to collaborate with local partners to embrace the AI wave and contribute to the transformation of Chinese industries [1][8] Group 1: AI Application and Impact - Schneider Electric showcased its AI application results at the World Artificial Intelligence Conference, highlighting an 82% increase in per capita production efficiency at its Shanghai factory, which was recognized as an "end-to-end lighthouse factory" [2] - The company’s Wuxi factory achieved a 90% reduction in carbon emissions through AI-driven ecological design and machine learning models, earning the title of "sustainable lighthouse factory" [2] - Schneider Electric integrates AI technology into diverse digital and green solutions to meet the transformation needs of various industries, focusing on sectors like packaging, oil and gas, data centers, smart buildings, and future power grids [2] Group 2: Energy Management Challenges - The rapid expansion of data centers poses significant energy management challenges, with projections indicating that by 2030, data centers in China could consume over 700 billion kilowatt-hours, accounting for 5.3% of the national electricity consumption [4] - A survey revealed that 93% of data center managers identified power supply stability as a primary concern, while 85% faced cost pressures, with electricity costs comprising nearly 60% of operational expenses [4] Group 3: Collaborative Ecosystem Development - Schneider Electric proposes a "collaborative energy computing" framework to address energy management challenges, focusing on power supply infrastructure, IT load flexibility, and a dual-regulation decision-making framework [6] - The company aims to support this framework through hardware, software, and customized services, including energy-saving solutions like the SmartCool data center air conditioning system [6] - Schneider Electric is actively building an AI ecosystem in China by collaborating with developers, system integrators, industry partners, and research institutions to enhance the "AI + industry" ecosystem [7][8]

施耐德电气高级副总裁、战略与业务发展中国区负责人、商业价值研究院院长熊宜表示："在AI产业高 速发展与新型电力系统建设的双重背景下，以算电协同重塑能源范式，才能为AI浪潮提供坚实可靠的 基础底座。本报告系统性提出算电协同的实施框架，并梳理出可落地的实践路径，希望能够为企业提供 切实可行的行动参考，并激发行业创新升级。" 报告指出，数据中心能源管理将面临供电稳定性、成本控制和碳排放管理三重挑战。第一，93%的受访 企业将供电稳定性列为首要痛点，主要受智算中心负载波动、可再生能源接入不稳定、柴发备电环评限 制等叠加因素影响；第二，85%的受访企业坦言具有成本压力，其中电费占据运营成本近六成，降本增 效为重要议题；第三，77%的受访企业面临碳排放管理挑战。这些挑战已形成从"生存"到"经营"再 到"发展"的递进式压力体系。 施耐德电气副总裁、中国及东亚区市场营销部负责人、商业价值研究院联席院长古月表示："算电协同 机制建设过程需要横跨能源领域和算力领域，为达到全局最优目标需要各方协同。施耐德电气将充分发 挥在能源管理与数据中心领域的技术专长，帮助企业构建高效可持续的下一代数据中心基础设施，一同 推动算电协同实践规模化 ...

Key Takeaways SU stock is up 9.6% YTD, outpacing both the energy sector and its Canadian integrated sub-industry. Suncor posted record Q1 production of 853,000 bbls/d and returned $1.5B to shareholders. Cost cuts, 104% refinery utilization and 99% margin capture boosted SU's financial performance.Suncor Energy Inc. (SU) has demonstrated strong performance amid market fluctuations, with its share price increasing 9.6% year to date (“YTD”). This growth significantly outperformed the broader oil and energy s ...

Calgary, Alberta--(Newsfile Corp. - July 22, 2025) - Suncor Energy (TSX: SU) (NYSE: SU) will release its second quarter financial results on August 5, 2025 before 5:00 p.m. MT (7:00 p.m. ET).A webcast to review the second quarter will be held on August 6, 2025 at 7:30 a.m. MT (9:30 a.m. ET). Representing management will be Rich Kruger, President and Chief Executive Officer and Kris Smith, Chief Financial Officer. A question and answer period with analysts will follow brief remarks from management. Troy Lit ...

ab 18 July 2025 Global Oil and Gas Global Oil & Gas Valuation 18 July 2025 UBS Investment Research Global Oil & Gas Valuation Sheets This material has been prepared by UBS Europe SE Henri Patricot CFA, Analyst, +33-1-4888 3033, henri.patricot@ubs.com 18 July 2025 India Bharat Petroleum Hindustan Petroleum Indian Oil ONGC Reliance Industries Europe BP BW LPG Ceres Power ENI Fuchs Petrolub Galp Industrie De Nora ITM Power MOL Motor Oil North America Aemetis Antero Resources APA Corp Arc Resources Archer-Danie ...

"这并不是一个长期的目标，而是一个非常切合实际的目标。"赵国华表示，目前"零碳计划"已经帮助全球1000 家供应商平均减碳达42%。减碳对于供应链带来的优势在于，促进企业节能增效、提高市场竞争力，"现在全 球或中国的许多客户都希望变得更环保，而为了更环保，他们就需要绿色供应商。我们每帮助一个客户减少了 其碳排放，提高其能源效率，就碳减排方面而言，这些客户在成本上就更具竞争力。" 本期"ESG+20可持续发展领导力系列访谈"，对话施耐德电气董事长赵国华。施耐德电气于2003年加入联合国 全球契约组织。 赵国华常年生活在中国香港，对中国市场有着深刻的理解与洞见。在全球可持续发展的浪潮下，跨国企业高管 眼中的可持续企业领导力是怎样的？电气行业又是如何以创新与合作驱动高质量发展的？ 如果人们在联合国全球契约组织全球网站上搜索施耐德电气，会出现14个结果，这不仅有施耐德电气全球总部 的ESG进度报告，也能够查询到施耐德电气分布在全球13个国家的13个子公司的ESG报告。 对此，赵国华谈到了他的理解，"世界是一个整体，但世界又是全然不同的。" 他表示，推动全球以及自身实现可持续发展，光靠一家公司无法独自成功，需要团队行动 ...

Core Viewpoint - Suncor is identified as the largest stock position in the portfolio, indicating a strong investment commitment to the company [1]. Group 1 - The analyst tends to trade shorter-term moves in Suncor's stock price, taking profits on rallies and buying shares during price dips [1]. - The article expresses a personal opinion on Suncor's stock performance without external compensation [1].

Core Insights - Multinational companies are increasingly focusing on adapting their growth strategies to the unique conditions of the Chinese market while promoting sustainable development [1][2] - Schneider Electric emphasizes "triple innovation" through technology, ecology, and management to address industrial transformation and green transition challenges [2][4] Group 1: Technology Innovation - Schneider Electric is enhancing its technological advantages in digitalization, automation, and electrification, with a strong focus on AI research and development [2][4] - The company has established five R&D centers in China and has seen a compound annual growth rate of over 18% in R&D investment since 2019 [4][9] - AI and other advanced technologies have been integrated into their operations, exemplified by the transformation of traditional factories into "lighthouse factories" [10][11] Group 2: Ecological Innovation - Schneider Electric is building a digital and sustainable ecosystem through initiatives like the "Winning Together Program," which has attracted over 1,250 SMEs to enhance their innovation capabilities [7][9] - The company promotes a zero-carbon supply chain through its supplier initiatives and actively participates in industry-education integration to cultivate innovative talent [7][8] Group 3: Management Innovation - Management is considered a core competency, with Schneider Electric maintaining a "China Center" strategy that integrates sustainable development into its business operations [8][9] - The company focuses on empowering employees and enhancing their digital skills, aiming for over 90% of employees to become "digital citizens" by the end of 2025 [11][12] Group 4: Market Position and Future Outlook - China has become Schneider Electric's second-largest market and a key supply chain base, with the company planning to leverage opportunities in high-end, intelligent, and green development [2][12] - The company aims to contribute to global sustainable development by sharing its innovations and practices developed in China with other markets [12][13] - Schneider Electric's long-term strategy includes responding to local demands through increased R&D investment and agile mechanisms [15]