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储能电芯价格现状及发展趋势
数说新能源· 2025-10-11 08:15
1. 电芯涨价趋势及博弈情况 Q:当前储能需求旺盛,电芯厂商反馈可涨价,但集成厂商认为仍处博弈阶段,从客观角度看,电芯价格走势及博弈情况如何? Q:国内纯电感电应用中,三线以上电芯厂商的产品性能差异是否明显?核心差异点在哪里 ? A:电芯品质差异需从"技术"和"管控"两个维度看,目前行业不存在卡脖子的电芯技术,配方、工艺可复制(多数厂商研发负责人来自宁德时代,技术路线趋 同),核心差异体现在两点: 一是生产一致性与良率,头部厂商(如宁德时代、亿纬锂能)的生产工艺更成熟,良率高,下线电芯容量、性能一致性好,成组后效率高、成本低;二是集成商 的管控能力,集成商通过PCS、BMS(电池管理系统)、EMS(能量管理系统)对电芯运行的管控,直接影响电芯性能发挥,例如特斯拉采用"一颗电芯一管 控"模式,项目生命周期可用率高;阳光电源通过监管电芯产线、挑选高一致性电芯(如与中创新航合作时筛选产线),可提升电芯成组后的稳定性。 正因为电芯技术无绝对壁垒,宁德时代才选择下场做系统集成,以维持全球市占率——若电芯具备不可替代优势,仅靠卖电芯即可占据市场,无需拓展集成业 务。 3. 电芯技术迭代对头部厂商优势的影响 Q:电芯从31 ...
企业AI Agent如此困难的真正原因并不是人工智能
3 6 Ke· 2025-10-09 02:43
演示让 AI Agent 看起来毫不费力。但真正的痛苦始于演示之后 , 当 AI 代理、工作流程、遗留系统和 评估开始发挥作用时。 为什么现在这很重要 智能助理随处可见。演示视频充斥着 各大流行媒体 。供应商承诺推出"自动 辅助 驾驶",让你在喝拿铁 咖啡的同时就能管理你的整个部门。而且,说实话,这些原型相当不错。 但如果你曾经尝试过从 幻灯片到实际生产 ,你就会知道:人工智能并非最难的部分。模型正在快速改 进,调用 API 也并非火箭科学。真正的障碍来自更古老、更复杂、更深刻的人性。 当企业在代理上 遇到阻碍 时,他们会遇到以下困境: 到处都能看到 AI Agent (这不该 是AI 的事)。 定义 什么 应该自动化(工作流程清晰)。 与现有系统 (遗留系统和 API)集成。 图形界面和工作流引擎 ——有时真正需要的是清晰度和可用性;在 UI 中映射流程可以解决的不仅仅是 增加自主性。 简单的 LLM 调用 ——在很多情况下,几个精心提示的 API 调用即可提供所需的所 有"智能",而无需 编排开销。 证明其可靠运行(评估和监控)。 让我们来分析一下。 真正困难的是什么 架构、框架、内存、多模态和实时性都很 ...
复旦大学发表最新Nature论文
生物世界· 2025-10-09 00:00
排版丨水成文 二维 (2D) 材料拓展了硅 (Si) 技术的器件可扩展性,并在器件机制层面实现了根本性创新。工业界与 学术界——特别是集成电路领域——正致力于通过系统级集成突破来展现二维电子器件的优越性。尽管在 二维材料集成和二维-CMOS混合集成方面取得了显著进展,但目前仍缺乏能够将器件优势转化为实际应用 价值的系统解决方案。 2025 年 10 月 8 日,复旦大学 周鹏 教授、 刘春森 青年研究员团队,在国际顶尖学术期刊 Nature 上发 表了 题为: A full-featured 2D flash chip enabled by system integration 的研究论文,这也是 周鹏 教 授团队 2025 年发表的第三篇 Nature 论文。 该研究通过系统集成实现了 全功能二维闪存芯片 ,这也是 全球首颗二维-硅基混合架构芯片, 攻克了新 型二维信息器件工程化的关键难题,为新一代颠覆性器件缩短应用化周期提供范例,也为推动信息技术迈 入全新高速时代提供强力支撑。 编辑丨王多鱼 在这项最新研究中,研究团队开发了一种采用原子级器件到芯片 (ATOM2CHIP) 技术实现的 全功能二维 NOR ...
智元机器人7名合伙人浮现:邓泰华为创始人兼CEO,彭志辉为联创兼CTO
Sou Hu Cai Jing· 2025-09-22 09:25
Core Insights - The article highlights the launch of a new "Partner Team" section on the Zhiyuan Robotics official website, revealing seven key partners in the company [1] Company Overview - Zhiyuan Robotics was established on February 27, 2023, and is headquartered in Shanghai, focusing on the research and production of general humanoid robots [4] Leadership Team - The leadership team includes: - Deng Taihua, Founder, Chairman, and CEO - Peng Zhihui (also known as "Zhi Hui Jun"), Co-founder, President, and CTO - Jiang Qingsong, Senior Vice President and President of Marketing Services - Yao Maoqing, Senior Vice President and President of Embodied Business - Wang Chuang, Senior Vice President and President of General Business - Luo Jianlan, Senior Vice President and Chief Scientist - Niu Jia, Vice President and Chief Human Resources Officer [4] Expertise and Background - The partners' backgrounds cover critical areas in AI, robotics, autonomous driving, and system integration: - Deng Taihua is a former Vice President at Huawei and a key figure in Ascend AI - Peng Zhihui is recognized as a "genius youth" from Huawei - Luo Jianlan has a background with DeepMind - Yao Maoqing was a core member at Waymo and NIO [4]
智元机器人合伙人 浮出水面!
Zhong Guo Ji Jin Bao· 2025-09-19 14:29
Core Insights - Zhiyuan Robotics has disclosed its partner team, highlighting key figures in the AI and robotics industry [1][4] - The company was founded in February 2023 and aims to lead in the "robot body + AI" technology stack [4] Group 1: Leadership Team - Deng Taihua serves as the founder, chairman, and CEO of Zhiyuan Robotics [4] - Peng Zhihui is the co-founder, president, and CTO [4] - Jiang Qingsong is a partner and senior vice president, overseeing marketing [4] - Yao Maoqing is a partner and senior vice president, leading the embodied business division [4] - Wang Chuang is a partner and senior vice president, managing the general business division [4] - Luo Jianlan is a partner, senior vice president, and chief scientist [4] - Niu Jia is a partner, vice president, and chief human resources officer [4] Group 2: Team Background - The leadership team includes former executives from major companies like Huawei and Waymo, showcasing extensive industry experience [4] - Deng Taihua was previously a vice president at Huawei and a key figure in Ascend AI [4] - Peng Zhihui is recognized as a "genius youth" from Huawei [4] - Luo Jianlan has a background with DeepMind, while Yao Maoqing was a core member at Waymo and NIO [4] Group 3: Company Vision and Products - Zhiyuan Robotics has developed three major robot families: Expedition, Elf, and Lingxi, covering various commercial scenarios [4] - The company claims to be the first globally to achieve large-scale production and commercialization of humanoid robots [4]
中国经济信心说丨高水平双向开放的精彩从何而来?
Sou Hu Cai Jing· 2025-09-05 03:16
Core Viewpoint - China has achieved significant milestones in international trade and investment during the "14th Five-Year Plan" period, maintaining its position as a global leader despite challenging external conditions [3][6]. Group 1: Trade Performance - China's goods trade scale has crossed the milestones of $5 trillion and $6 trillion, reaching $6.16 trillion in 2024, a 32.4% increase from the end of the "13th Five-Year Plan" in 2020 [3]. - China has maintained its status as the world's largest goods trader for eight consecutive years [3]. - By the end of 2024, China's foreign investment stock is expected to exceed $3 trillion, ranking among the top three globally and accounting for 7.2% of total global foreign investment [3]. Group 2: System Integration and Innovation - The concept of "buy globally, sell globally" requires systematic integration and collaboration across the entire supply chain, including R&D, production, logistics, and marketing [3]. - The "single window" for international trade has become a digital portal connecting China with global trade, facilitating streamlined logistics through a multi-modal transport regulatory model [3]. - High-tech product exports are projected to account for 18.2% of China's total goods trade by 2024, with a 9.2% year-on-year growth in the first half of 2025 [5]. Group 3: Cooperation and Trade Agreements - China has been optimizing and innovating its open trade models, with the Regional Comprehensive Economic Partnership (RCEP) coming into effect and the launch of the upgraded China-ASEAN Free Trade Area 3.0 [5]. - Trade with countries involved in the Belt and Road Initiative has increased from $2.7 trillion in 2021 to $3.1 trillion in 2024, with an average annual growth rate of 4.7% [5].
特锐德(300001.SZ)预中标6.98亿元项目
智通财经网· 2025-09-01 11:21
Core Viewpoint - The company, Teruid (300001.SZ), has been announced as a candidate for several significant procurement projects, indicating strong recognition of its technology and product quality in the renewable energy and railway sectors [1] Group 1: Project Announcements - The company is a candidate for the "2025-2026 New Energy 35kV Box Transformer Framework Procurement" project by China Huadian Group, with a total pre-bid amount of approximately 698 million yuan [1] - The company is also a candidate for the "2025 Railway Construction Project" managed by the China National Railway Group, further showcasing its involvement in major infrastructure projects [1] Group 2: Company Positioning - The company is recognized as a leading outdoor box power product system integrator in China, focusing on providing optimal lifecycle system solutions for clients in the renewable energy, power, and railway sectors [1] - The recent bids reflect the industry's and clients' acknowledgment of the company's technical capabilities and product quality [1] Group 3: Future Impact - The execution of these projects is expected to have a positive impact on the company's future operations and financial performance [1] - The company maintains its operational independence despite these new project engagements [1]
协鑫集成(002506):盈利阶段性承压 组件出货保持行业前八
Xin Lang Cai Jing· 2025-08-31 00:44
Core Insights - The company reported a decline in revenue and significant losses in the first half of 2025, with a revenue of 7.694 billion yuan, down 5.16% year-on-year, and a net profit attributable to shareholders of -327 million yuan, down 854.29% year-on-year [1] - Despite the financial challenges, the company maintained a strong position in the industry, ranking among the top eight globally in component shipments, with a production capacity exceeding 30 GW and an overall capacity utilization rate above 80% [1] - The company is actively expanding its global marketing strategy, focusing on both domestic and international markets, and has secured significant procurement orders from major state-owned enterprises in China [2] Financial Performance - In Q2 2025, the company achieved a revenue of 4.539 billion yuan, a year-on-year decrease of 12.13%, but a quarter-on-quarter increase of 43.85% [1] - The net profit attributable to shareholders for Q2 was -129 million yuan, showing a reduction in losses compared to the previous quarter [1] - The company’s non-silicon costs decreased by over 20% year-on-year, and labor productivity improved by over 25%, indicating enhanced operational efficiency [1] Market Strategy - The company has developed a clear global marketing strategy, tailoring sales approaches to the unique characteristics of domestic and international markets [2] - In the domestic market, the company focused on large-scale project tenders from state-owned enterprises, securing significant contracts totaling 5.1 GW [2] - Internationally, the company expanded its sales network to over 20 new countries, promoting its products and solutions to nearly 100 countries and regions [2] Business Development - The system integration business showed steady growth, with successful project connections and new business models being developed [3] - The company is advancing its zero-carbon park business, with projects in the pipeline expected to be connected to the grid in the third quarter [3] - Collaborations with international partners, such as Saudi Aramco, are underway, focusing on solar system projects in various regions [3] Future Outlook - Revenue projections for 2025-2027 are estimated at 16.882 billion, 20.858 billion, and 23.827 billion yuan, respectively, with net profits expected to improve over the same period [3] - The company’s component business is expected to develop steadily, with overseas sales anticipated to continue growing [3]
航天电子: 航天飞腾评估报告
Zheng Quan Zhi Xing· 2025-08-27 11:24
Group 1 - The asset evaluation report is prepared by Beijing Tianjian Xingye Asset Appraisal Co., Ltd. for Beijing Aerospace Feiteng Equipment Technology Co., Ltd. as part of a financing project [1][4] - The evaluation is based on the fundamental principles and professional standards set by the Ministry of Finance and the China Asset Appraisal Association [1][2] - The report includes an assessment of the total equity value of the shareholders of Beijing Aerospace Feiteng Equipment Technology Co., Ltd. as of February 28, 2025 [4][5] Group 2 - The report specifies that the evaluation results are valid for one year, from February 28, 2025, to February 27, 2026 [3] - The evaluation includes a detailed list of assets and liabilities, as well as future forecasts provided by the client and the evaluated entity [2][10] - The evaluated company, Beijing Aerospace Feiteng, focuses on the research and development of precision-guided weapon systems and has established a comprehensive R&D system for guided bombs [7][9] Group 3 - The company has a registered capital of approximately 45,254.40 million RMB and operates under the auspices of the China Aerospace Science and Technology Corporation [4][6] - The company has developed a series of precision-guided weapons that have been exported to multiple countries, generating military trade contracts worth nearly 2 billion RMB since 2013 [9] - The asset evaluation includes both tangible assets such as inventory and machinery, and intangible assets like patents and non-patented technologies [10][11]
智能装备与薄膜材料双双发力驱动 欧克科技营收净利均大幅增长
Core Insights - Ok Technology (001223) reported a significant increase in revenue and net profit for the first half of 2025, with total revenue reaching 455 million yuan, a year-on-year growth of 112.65%, and net profit attributable to shareholders at 69.09 million yuan, up 53.65% [1] Revenue Structure - The revenue from smart equipment for household paper reached 237 million yuan, growing by 68.01% and accounting for 52% of total revenue [1] - The film materials segment generated 212 million yuan in revenue, marking a substantial increase of 332.81%, and represented 46.49% of total revenue [3] Industry Trends - The domestic household paper equipment sector is undergoing an upgrade, with increasing demand for intelligent and automated paper-making equipment, which aligns with the industry's development trend [1] - Ok Technology is recognized as a leading supplier in the smart equipment sector, leveraging advanced technology and reliable product quality to serve major household paper enterprises [1] Technological Advancements - The company possesses integrated system capabilities, ensuring efficient coordination from raw paper processing to finished product packaging, enhancing production line stability and efficiency by over 15% compared to traditional procurement methods [2] - Ok Technology's proprietary production line control system facilitates information exchange and collaboration among devices, significantly improving operational efficiency [2] - The company has successfully developed and mass-produced various production lines, including the 800-type multi-channel fully automatic handkerchief paper production line and the 5600-type large-width fully automatic folding machine, filling technological gaps in the domestic market [2] Future Plans - Ok Technology aims to maintain strategic focus and promote high-quality development of its equipment and materials, with plans to formulate a work plan for the second half of the year [3]