晚报 | 11月11日主题前瞻

Group 1: Express Delivery Industry - The China Express Development Index for October 2025 is reported at 475.5, reflecting a year-on-year increase of 2.4%. The development scale index, service quality index, and development capability index are at 616.4, 705.2, and 240.7, with respective year-on-year increases of 5.6%, 0.2%, and 1.7% [1] - The industry is experiencing a seasonal peak, with accelerated market growth and improved operational efficiency, contributing positively to consumer market vitality and economic development [1] - Demand in the express delivery sector is expected to maintain resilient growth, with a projected volume growth rate of 17.2% for the first three quarters of 2025 [1] Group 2: Energy Storage - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote the consumption and regulation of new energy, aiming to establish a multi-level new energy consumption regulation system by 2030 [2] - Energy storage is recognized as a crucial resource for regulating new energy consumption, benefiting from the high installation growth of photovoltaic and wind power [2] - The guidelines emphasize the development of new energy storage and the establishment of a capacity pricing mechanism, with expectations for provincial policies to emerge, potentially leading to higher-than-expected domestic energy storage demand [2] Group 3: Superconductivity - Researchers at MIT have observed key evidence of unconventional superconductivity in "magic angle" twisted trilayer graphene, marking a significant step towards achieving room-temperature superconductivity [3] - Room-temperature superconductivity could enable technologies such as zero-energy transmission cables and efficient power grids, representing a revolutionary breakthrough in two-dimensional materials [3] - The technology is expected to advance towards large-scale applications by 2030, becoming a core material driving global technological revolution [3] Group 4: Artificial Intelligence - A research team from USC has developed a fully functional artificial neuron (1M1T1R) that mimics real brain cells, potentially leading to hardware-based learning systems closer to natural intelligence [4] - This innovation could drastically reduce the energy required for AI tasks, allowing AI to be embedded in everyday devices like watches and glasses [4] - The low energy consumption and high biomimetic characteristics of artificial neurons are expected to enable AI to penetrate traditional sectors, fulfilling demands for reliability and real-time performance in industries like automation and autonomous driving [4] Group 5: Power Sector - The recent guidelines from the National Development and Reform Commission and the National Energy Administration stress the importance of technological innovation in new energy consumption and the integration of advanced technologies like AI and big data [5] - These measures aim to enhance the dynamic sensing capabilities of the power grid and improve the consumption capacity of renewable energy resources [5] - The guidelines lay a foundation for a high-proportion renewable energy-friendly, intelligent, digital, and flexible power system, supporting China's dual carbon goals and new power system construction [5] Group 6: Macro and Industry News - The State Council has issued measures to further promote private investment, encouraging participation in low-altitude economy infrastructure projects [6] - The National Development and Reform Commission has released a plan to promote the open interconnection of logistics data to reduce overall logistics costs [6] - The Ministry of Industry and Information Technology has set new energy vehicle credit ratio requirements for 2026 and 2027 at 48% and 58%, respectively [6]