Micron Technology(US:MU) Mei Ri Jing Ji Xin Wen·2025-11-13 00:15Group 1: New Energy Development - The National Energy Administration (NEA) aims to promote the integration and development of renewable energy, focusing on creating multi-energy coupling comprehensive energy supply stations primarily based on renewable energy [1] - The NEA encourages the use of renewable energy for heating applications in industries with high thermal demands, such as textiles, pharmaceuticals, and food processing [1] - The NEA emphasizes the importance of geothermal energy utilization and the development of direct green electricity heating models [1] Group 2: NAND Flash Market - Major players in the NAND flash market, including Samsung, SK Hynix, and Kioxia, are planning to increase NAND prices while reducing supply [2] - Samsung is in discussions with large overseas customers regarding supply volumes for the next year and is considering a price increase of 20% to 30% [2] Group 3: Government Procurement - The Ministry of Finance announced that the national government procurement scale for 2024 is set at 33,750.43 billion yuan [3] - The procurement scale for goods, engineering, and services is 7,944.68 billion yuan, 13,839.64 billion yuan, and 11,966.12 billion yuan, respectively [3] - The distribution of procurement organization forms includes centralized government procurement, departmental centralized procurement, and decentralized procurement, with respective scales of 7,664.14 billion yuan, 1,648.46 billion yuan, and 24,437.84 billion yuan [3] Group 4: Power Battery Industry - The 2025 World Power Battery Conference reported that China's power battery sales reached 786 GWh in the first three quarters of this year, marking a year-on-year increase of 48.9% [5] - The export volume of power batteries exceeded 129 GWh, reflecting a year-on-year growth of 32.7% [5] - The conference highlighted significant technological breakthroughs in battery packaging and integration, contributing to the industry's sustained growth [5] Group 5: Solid-State Battery Development - The chairman of the China Automotive Engineering Society predicts that solid-state batteries will achieve small-scale application in vehicles by around 2030 [6] - Solid-state batteries are recognized for their inherent safety and high energy density, making them a focal point for global development [6] Group 6: Virtual Power Plants - The NEA is promoting the large-scale development of virtual power plants and enhancing the aggregation and collaboration of distributed power resources [7] - The NEA aims to improve the accuracy of renewable energy generation forecasts and optimize the control of various renewable energy sources [7] Group 7: Distributed Renewable Energy - The NEA is advancing the multi-field integration of distributed renewable energy, encouraging the development of integrated energy facilities at transportation hubs [8] - The NEA promotes the application of flexible access, smart microgrids, and vehicle-to-grid technologies to enhance local energy utilization [8]