Core Viewpoint - The article discusses a £6 million EPSRC-funded project led by Queen Mary University of London, Nottingham University, and Glasgow University, aimed at developing energy-efficient two-dimensional (2D) materials and devices to significantly reduce the power consumption of AI data centers and high-performance computing [1][2]. Group 1: Project Overview - The project, named "NEED2D," focuses on creating atomic-thin semiconductors that can reduce energy consumption in AI data centers by over 90%, thereby lowering electricity costs and aiding in achieving net-zero targets [1][2]. - The initiative involves collaboration with over 20 partners contributing more than £2 million, aiming to establish a new electronic industry in the UK that leverages innovative 2D semiconductors [1][2]. Group 2: Energy Demand and Future Vision - The UK's electricity demand from data centers is projected to increase sixfold by 2034, reaching 30% of total electricity consumption, which poses a threat to climate goals [2]. - Leading semiconductor companies, including TSMC, Intel, and Samsung, recognize 2D materials as a future trend, with a vision for the UK to become a global leader in ultra-low-energy 2D devices by 2040 [2]. Group 3: Technological Advancements - The new 2D materials, such as graphene and its derivatives, exhibit superior charge transport efficiency compared to silicon, making them ideal for low-power computing and reducing heat waste [2][3]. - The project aims to advance the precision engineering of 2D semiconductors, exploring their unique electronic properties at the atomic scale [3]. Group 4: Economic and Environmental Impact - The transition to low-power 2D transistors is expected to enhance the UK's attractiveness for tech investments and demonstrate the economic potential of energy transition [4]. - The research is anticipated to help the UK meet its climate goals while establishing a revolutionary new microelectronics industry, creating jobs and reducing electricity costs [5].

Group 1 - The cruise tourism industry is experiencing unprecedented popularity, with the number of cruise ships exceeding 300 and passenger capacity surpassing 635,000 in 2024 [3] - The industry is projected to witness a record of over 31.7 million passengers in 2024, generating an economic impact of $168.6 billion [3] - The cruise operators are under pressure to adopt more environmentally friendly practices, with a goal of achieving "net zero emissions" by 2050 [3][4] Group 2 - Norwegian operator Hurtigruten aims for "zero emissions" by 2030, investing €100 million ($113.7 million) in environmental upgrades [4] - French cruise company Ponant is also targeting 2030 for carbon-neutral transoceanic voyages using wind energy and liquid hydrogen fuel cells [4] - Viking Cruises plans to deliver a hydrogen-powered zero-emission cruise ship by 2026 [4] Group 3 - The industry is exploring green technologies and operational solutions, including more efficient engines and improved waste management systems [6] - The legal framework for responsible cruise travel includes key treaties from the International Maritime Organization (IMO) and regional organizations promoting environmentally responsible practices [6] Group 4 - Liquefied natural gas (LNG) has become the leading alternative fuel, reducing the use of heavy fuel oil from 74% in 2019 to 54% in 2023 [8] - While LNG is considered a cleaner fuel, concerns remain about methane emissions, prompting interest in renewable mixed energy sources like green methanol and hydrogen fuel cells [8] - The industry is investing billions in various development paths, with a focus on zero-carbon solutions such as hydrogen and ammonia fuels [8]

Core Viewpoint - By 2040, it is expected that 50% of vehicles globally will still rely on efficient internal combustion engines or hybrid systems, indicating that a single solution for achieving net-zero emissions is not feasible due to diverse consumer preferences and regional characteristics [1][2] Company Overview - Haosi Power was officially established in May 2024 as a joint venture between Renault Group and Geely, with Saudi Aramco acquiring a 10% stake in December of the same year [1] - The company is described as a "newly established old brand" as it inherits hybrid and traditional internal combustion engine technologies from Renault and Geely, along with a global factory layout [1] - Haosi Power consists of two business groups: Aurobay from Geely and Horse Technology from Renault [1] Market Position and Strategy - Haosi Power was formed in response to the challenges faced by automakers in transitioning to electrification, recognizing the need for a collaborative approach to hybrid and alternative fuel technologies [2] - Despite a decline in individual automakers' market share for internal combustion engines, Haosi Power integrates multiple automakers' demands, with actual demand for internal combustion engines still on the rise [2] - The company operates five R&D centers and 17 factories globally, employing approximately 19,000 people, with an annual production capacity of 5 million units, covering up to 80% of the global market for hybrid and fuel-powered vehicles [2] Technological Innovation - At the Shanghai Auto Show, Haosi Power showcased its revolutionary "Future Super Hybrid" technology, which integrates the engine, motor, transmission, and power electronics into a compact modular unit compatible with various fuels [3] - This technology is designed for electric vehicle platforms, allowing automakers to develop hybrid models without significant design changes [3] - The first models utilizing this technology are expected to be mass-produced by 2028 [3] Cost Efficiency - In a competitive market, cost competitiveness is crucial for the success of technological advancements and partnerships [4] - Haosi Power is expected to benefit from the economies of scale resulting from the merger of Geely and Renault's power divisions, with the Future Super Hybrid concept projected to save 20% in costs compared to traditional solutions [4]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自miragenews ，谢谢 。 英国伦敦玛丽女王大学、诺丁汉大学和格拉斯哥大学的科学家团队获得了一项价值600万英镑的 EPSRC项目资助，该项目名为"利用超低能耗二维材料和器件（NEED2D）实现净零排放和人工智 能革命"。该项目将开发节能、原子级厚度的半导体，以大幅降低人工智能数据中心和高性能计算 的电力需求。 该团队由伦敦玛丽女王大学牵头，将与众多制商和多家研究机构（超过20个合作伙伴为该项目贡 献超过200万英镑）合作，开发新材料并制造晶体管等革命性的低能耗电子设备原型。这将使英国 能够利用创新的二维半导体，打造一个超越传统材料的全新电子产业。 该项目负责人、伦敦玛丽女王大学材料科学教授科林·汉弗莱斯爵士表示："世界各国政府正斥资数 十亿美元建设风能、太阳能、核能和天然气发电站，以满足人工智能数据中心巨大的能源需求。我 们的方法是从源头上解决问题：首先减少这些中心的能源消耗。" 为此，我们将使用最新的二维材料，其厚度仅为原子级。这将节省数据中心和计算机90%以上的能 源需求，降低电力成本，并有助于实现"净零"目标。 人工智能的能源需求正以惊人 ...

Group 1 - The establishment of the China-UAE Investment Cooperation High-Level Committee aims to enhance investment cooperation and achieve more results between the two countries [2] - Manus's parent company, Butterfly Effect, completed a financing round of $75 million, increasing its valuation to nearly $500 million, with plans to expand into international markets including the US, Japan, and the Middle East [2] - The Shanghai Futures Exchange and the Gulf Commodity Exchange signed an agreement to strengthen cooperation in the commodity market [3] Group 2 - The UAE's total trade volume is projected to reach 5.23 trillion dirhams (approximately $1.424 trillion) in 2024, reflecting a 49% increase from 2021 [4] - A new large-scale data center project in Dubai, with an investment of approximately 2 billion dirhams, will be developed by "du" telecom company, with Microsoft as a major user [4] - The UAE plans to utilize artificial intelligence to assist in drafting new legislation, marking a significant step in AI application [4] Group 3 - Abu Dhabi's Hub71 reported a record high of 8.02 billion dirhams in funding for startups in 2024, a 44.7% increase from 2023 [5] - The establishment of the UAE's first AI doctoral program aims to cultivate talent in key areas such as smart city development and advanced healthcare [5] - Abu Dhabi ranked fifth in the 2025 IMD Smart City Index, reflecting significant achievements in digital governance and sustainable development [6] Group 4 - The Dubai Artificial Intelligence Week gathered over 10,000 experts and innovators from more than 100 countries to discuss AI technologies and industry applications [7] - The Dubai IFZA guide explains the opportunities and advantages of operating in mainland versus free zones, highlighting the growing preference for free zones among businesses [7] Group 5 - Qatar Media City signed a memorandum of understanding with Huawei to support the digital transformation of the media industry [9] - Qatar's Ministry of Interior simplified the process for Chinese citizens to apply for driving licenses, effective from April 2025 [10] - Qatar's POS and e-commerce transaction volume reached 13.8 billion Qatari riyals (approximately $3.8 billion) in March 2025 [10]

国际能源署称，虽然全球能源需求增长的很大一部分是由可再生能源满足的，但天然气、煤炭和核能的 消费也随着需求增长而增加。 随着电力消耗增加，2024年天然气需求增长了1150亿立方米，而过去十年，天然气需求每年增长约750 亿立方米。此外，煤炭需求也上升了1%。 国际能源署(IEA)近期表示，发达国家和新兴经济体的电力需求激增，导致2024年全球能源需求增速加 快。国际能源署在《全球能源回顾》报告中表示，创纪录的高温、工业和电气化需求增加，以及人工智 能和数据中心的兴起，导致2024年全球用电量增长了4.3%。 2024年全球电力需求增幅几乎是过去十年平均水平的两倍。2024年全球能源总需求增长2.2%，高于 2013年~2023年年均1.3%的全球能源总需求增幅。 新兴和发展中经济体2024年仍占全球能源需求增长的80%以上。此外，国际能源署的报告发现，在经历 了几年的下滑后，发达经济体2024年能源需求增长了近1%。 国际能源署署长比罗尔表示，"可以肯定的是，全球用电量正在迅速增长，从而带动能源需求整体增 长，这足以扭转发达经济体多年来能源消费下降的趋势。结果是，对主要燃料和能源技术的需求2024年 都有所 ...

" 欧米伽未来研究所 " 关注科技未来发展趋势，研究人类向欧米伽点演化过程中面临的重大机遇与挑战。将不定期推荐和发布世界 范围重要科技研究进展和未来趋势研究。（ 点击这里查看欧米伽理论 ） 在全球经济格局风云变幻，科技浪潮日新月异的今天，创新已成为衡量一个国家竞争力的核心标尺，是驱动经济增长和社会进 步的根本动力。刚刚过去的几年，世界经历了诸多挑战，从全球疫情到地缘政治紧张，再到气候变化的严峻考验，这一切都使 得国家层面的战略规划，特别是关于如何通过创新保持韧性、抓住机遇显得尤为重要。 正是在这样的背景下，英国剑桥大学制造研究所 (Institute for Manufacturing, IfM) 旗下的剑桥工业创新政策小组 (Cambridge Industrial Innovation Policy, CIIP) 于2025年3月发布了最新的《英国创新报告》。这份报告并非仅仅是数据的罗列，它更像是一 次对英国创新生态系统和工业表现的深度"体检"，旨在通过翔实的数据和国际比较，为政策制定者、行业领袖以及所有关心英 国未来发展的人们，提供一个清晰、客观的参照系。 这份报告的独特之处在于，它突破了传统创新报告常 ...

Group 1: Decarbonization Goals - Achieving net-zero greenhouse gas emissions by 2050 requires a fundamental shift from fossil fuel-based systems to highly renewable and electrified energy systems[6] - Aviation and shipping industries are responsible for approximately 1 billion tons of CO2 emissions annually, accounting for about 6% of global emissions[15] - By 2050, aviation CO2 emissions are expected to decrease by approximately 75%, while shipping emissions could reach near-zero levels, with a reduction of 95%[7] Group 2: Role of Low-Carbon Fuels - Sustainable aviation fuel (SAF) and synthetic fuels are projected to be the primary low-carbon fuel sources for aviation and shipping by 2050, with synthetic fuels expected to account for about 40% of aviation fuel supply[6][28] - To achieve the required levels of synthetic fuel supply by 2050, approximately 150 million tons of sustainable hydrogen and 700 million tons of climate-neutral CO2 will be needed[7] - The production of clean hydrogen, fuel synthesis, and direct air capture will require up to 10,000 TWh of clean electricity by 2050, equivalent to one-third of global electricity generation in 2023[8] Group 3: Economic and Technical Challenges - The cost of synthetic fuels is currently significantly higher than fossil fuels, with prices potentially remaining two to ten times higher without public support[9] - An estimated annual investment of about $130 billion will be necessary by 2050 to ensure sufficient supply of synthetic fuels, which is comparable to the total fuel expenditure of the aviation and shipping sectors[9] - The transition to low-carbon fuels involves overcoming major technical challenges, including the need for new fuel supply infrastructure and engine solutions for shipping[10] Group 4: Future Outlook and Collaboration - Policymakers play a crucial role in creating the initial conditions for the transition, including establishing regulatory frameworks and providing ongoing support[13] - International organizations can facilitate a coordinated global energy transition by implementing universal rules and certification systems for low-carbon fuels[13] - Collaboration among all stakeholders in the value chain is essential for achieving the decarbonization goals in aviation and shipping[11]

Financial Data and Key Metrics Changes - Revenue increased by 52% to RMB582.8 million due to strong demand for containers during the reporting year [9] - Consolidated net profit attributable to owners rose by 76% to RMB34.1 million, including fair value losses from investment properties and a one-off gain on disposal [9] - Basic earnings per share reached USD 1.43, an increase of 74% [9] - Net asset value per share was USD 23.16 at the end of 2024, compared to the previous year [10] - Total dividend proposed for the year was USD 0.08 per share, with a payout ratio of about 72% [10] Business Line Data and Key Metrics Changes - The Manufacturing and Leasing segment achieved revenue of RMB153.6 million, accounting for 95% of total revenue, with a segment profit before tax of RMB44.5 million [11] - Approximately 216,000 TEU of dry freight containers were sold, making up 72.2% of manufacturing revenue [11] - Customized container sales totaled 20,000 units, contributing 21.2% to revenue [12] - Leasing revenue accounted for 1.5% of total revenue, with operating lease income at RMB5.6 million [12] Market Data and Key Metrics Changes - Worldwide new container production surged to over 8.3 million TEU in 2024, a record high, but is expected to decline to about 2.5 million TEU in 2025 due to various market factors [7] - The average selling price (ASP) for 20-foot dry freight containers decreased from USD 2,075 to USD 1,985, despite strong market demand, attributed to oversupply and lower steel costs [8] - Average steel cost was USD 5.53 per tonne, down 6.1% from the previous year [8] Company Strategy and Development Direction - The company aims to accelerate its journey towards net-zero emissions by providing sustainable battery energy storage solutions through its Green Tanaka initiative [4] - Plans to adjust production schedules in response to anticipated decreases in dry freight container demand, focusing on customized container projects with higher growth potential [13] - Continued investment in automation initiatives to improve efficiency [13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging market environment, indicating that while profitability is expected, the market remains difficult [48] - The company maintains a strong balance sheet, allowing it to lower overhead costs despite a lack of scale [51] - Confidence in the leasing business and new energy initiatives to navigate through tough market conditions [54] Other Important Information - The company operates eight container depots across major port cities in China and has a fleet of about 120,000 TEU of leasing containers [3] - The company is focused on providing container solutions that integrate renewable energy and optimize energy usage [5] Q&A Session Summary Question: Why is the Energy Storage System (ESS) contained? - The container provides mobility and protection, allowing for easy transport to job sites and efficient energy collection and release [20][25][26] Question: What target industries are being pursued for ESS sales? - The company aims to sell to various industries but focuses on long-term players, emphasizing the importance of mutual trust in customer relationships [31][32] Question: What are the significant capital expenditures (CapEx) planned for the future? - Major CapEx will be directed towards leasing and building new energy facilities, with a projected CapEx of over USD 100 million for 2025 [35][38] Question: Why is the tax provision higher this year? - The effective tax rate is influenced by various factors, including a subsidiary's high-tech status and losses incurred in certain operations [41][43] Question: Any guidance for next year? - Management indicated that while the market is difficult, the company should still remain profitable [48][54]