昨夜美国就业数据低于预期，美联储12月降息概率提升，欧美股市都小涨，今天亚太市场也是涨多跌 少，甚至港股尾盘也拉升，但是A股表现较差，虽然五大指数里红了三个，甚至双创涨幅都超过1%， 但盘面依然很弱。我统计了本周情况： 周一3400上涨，1900下跌；周二1500上涨，3700下跌；周三 1400上涨，3900下跌；周四是1400上涨，3900下跌，这整周四分之三都是跌多涨少，差不多和上上周走 势类似。 …… 这是简版按语，全文在下面的链接里 …… 好不容易上周缓和一下，本周又开启地狱模式，今天更为严重：一方面是大小分化厉害，沪深黄线领 跌，临近尾盘开口都还在放大，沪深300涨了0.34%，微盘股跌了1.7%，赚钱效应极差，反差让人不 适。另一方面，市场涨跌很不对称，领涨板块有两条主线，一个是太空算力和商业航天，另一个是人形 机器人，其实市场利好都还是比较突出的，但它们平均涨幅只有1.3%，领跌板块飞船密集，平均跌幅 超过3%。 …… 12月中旬有高层经济会议，今天有报道提到预期，中国日报引用 · 收盘来看，五大指数全天探底回升收盘涨跌不一。沪指下跌0.06%，深证成指涨0.40%，创业板指涨 1.01%，科 ...

广西广投北部湾海上风力发电有限公司副总经理张金发介绍，防城港海上风电示范项目由广西能源集团 主导开发，位于防城港南面海域，包括A和F两个场址，装机容量180万千瓦，总投资约245亿元(人民 币，下同)。其中，A场址工程每年可提供清洁电能约20.6亿千瓦时，满足超200万户城市居民家庭基本 用电，节省标煤消耗约62万吨，减排二氧化碳约164万吨。 约4万平方公里海域、1600多公里大陆海岸线、近海130米高度平均风速达7.5米/秒以上，广西发展海上 风电的优势得天独厚。但一台海上风电机组总重量可达1000吨到2000吨，要在风高浪急的海上"站稳脚 跟"并非易事。 中新网防城港12月4日电(翟李强)在距离海岸约16公里的海面上，广西防城港海上风电示范项目A场址83 台百余米高的风力发电机组巍然耸立，叶片缓缓转动，作为广西首个海上风电项目，目前已正式投产， 更以全国首个全嵌岩基础海上风电项目的突破，为中国岩基海域风电开发提供可复制的方案。 近日，来自加拿大、韩国、菲律宾、柬埔寨、缅甸、罗马尼亚、巴布亚新几内亚等10余个国家的媒体代 表走进防城港，探访这一"海上能源堡垒"。 中国《"十四五"可再生能源发展规划》指出， ...

21世纪经济报道记者 杨坪 近日，21 世纪经济报道记者获悉，深交所组织上市公司赴德国举办"投资中国新机遇"—深市上市公司 法兰克福路演交流会。 活动旨在向当地投资者宣介"十五五"时期中国经济高质量发展前景，面对面讲好深市上市公司科技发展 故事，推动当地投资者更好理解中国资本市场发展机遇与投资价值，进一步助力服务中德产业投资合 作。 据悉，今年以来，深交所在香港、新加坡、韩国、澳大利亚、德国等地和境内累计组织已开展11场境外 路演及境外投资者走进上市公司活动，覆盖超50家次深市上市公司，向境外机构投资者多维度展示深市 上市公司投资价值和中国经济高质量发展新机遇。 多家与会的投资机构表示，通过一系列的路演活动，深入了解了企业的经营情况和发展前景，切身感受 到中国企业在全球化、数字化、高端化、绿色化的微观活力，成为重塑全球价值链的重要力量，将持续 关注中国市场的投资机会，对中国资产的长期投资价值充满信心。 据了解，此次参与法兰克福路演交流会的深市上市公司分别为阳光电源、潍柴动力、爱尔眼科、罗博特 科、海亮股份，来自数字经济、高端制造、绿色低碳等新质生产力领域，并在德国或欧洲有本地化业 务。 与会投资者评价中德两国 ...

Core Insights - The article highlights the rapid advancements in technology expected by 2026, including emotional AI, wearable health devices, renewable energy innovations, and more, which are set to transform daily life and work environments [1]. Group 1: Emotional AI and Personalization - Emotional AI assistants are evolving beyond traditional voice assistants like Siri and Alexa, becoming capable of understanding human emotions through tone and expression, thus providing personalized support [2]. - These AI systems are increasingly being integrated into mental health support and personal development, marking a significant shift in the role of technology in daily life [2]. Group 2: Wearable Health Technology - Next-generation wearable devices are anticipated to monitor vital health metrics in real-time, shifting healthcare from reactive to proactive approaches [3]. - Innovations such as smart skin patches and AI watches are expected to provide early warnings for health risks, contributing to personalized health management [3]. Group 3: Renewable Energy Innovations - New night-time solar panels that capture infrared radiation are expected to overcome previous limitations of solar energy, enabling continuous power supply even in darkness [4]. - Advances in lithium-sulfur and solid-state battery technologies are projected to enhance energy storage, significantly improving electric vehicle performance and promoting sustainable transportation [4]. Group 4: Brain-Computer Interfaces - Brain-computer interface technology is moving from medical applications to everyday use, allowing users to control devices through thought, which could revolutionize rehabilitation and enhance daily life [6]. - This technology is expected to play a role in various fields, including prosthetics and augmented reality [6]. Group 5: Space Economy - The space economy is poised for growth, with reduced costs for suborbital flights and the emergence of zero-gravity hotels, indicating a new era of space exploration and commercial opportunities [7]. - Companies are exploring asteroid mining, suggesting a potential new frontier for resource acquisition [7]. Group 6: AI in Education - AI-driven personalized education is set to replace standardized teaching methods, adapting to individual learning styles and enhancing engagement for both children and adults [8]. - This transformation in education is expected to significantly impact workforce adaptability in response to industry changes [8]. Group 7: Quantum Computing - Quantum computing is anticipated to become practical by 2026, potentially solving complex problems beyond the capabilities of classical computers [9]. - Applications in pharmaceuticals and supply chain optimization could drastically reduce costs and timeframes in various industries [9]. Group 8: Smart Cities - The integration of AI and IoT technologies is expected to create smarter cities, improving traffic management, waste collection, and security systems [10]. - These advancements aim to enhance urban living by making cities cleaner, safer, and more efficient [10]. Group 9: Robotics - Robotics technology is expected to permeate everyday life, with applications in kitchens, construction, and elder care, making robots an integral part of daily routines [11]. - The decreasing costs and advancements in AI are driving this trend, leading to widespread adoption of robotic solutions [11]. Group 10: Bioprinting - The bioprinting field is projected to experience significant advancements, enabling the creation of disease models and personalized medical treatments [12]. - This technology could revolutionize organ transplantation and food production, addressing future challenges in healthcare and food security [12].

Core Viewpoint - The E-House market is experiencing significant growth driven by demand across various industries, including power, industrial automation, oil and gas, mining, and transportation, with a projected compound annual growth rate (CAGR) of 9.36% from 2025 to 2031 [4][6]. Market Overview - The global E-House market is expected to reach $1.894 billion in sales in 2024 and $3.608 billion by 2031, with China accounting for 29.97% of the global market in 2024, projected to increase to 34.33% by 2031 [6]. - The E-House product categories include low voltage, medium voltage, and high voltage, with medium voltage E-House holding a core market position, expected to account for 50.99% of revenue by 2031 [6][7]. Industry Demand Drivers - The demand for E-House solutions is driven by the need for smart grids and renewable energy integration in the power sector, industrial automation, and rapid deployment in sectors like data centers and transportation [4][10]. - Urban distribution and the need for upgrading aging power grids are pushing E-House to replace traditional substations, enhancing construction efficiency and operational effectiveness [11]. - The growth of data centers and high-energy-consuming industries is increasing the demand for reliable power solutions, with E-House providing modular and rapid deployment capabilities [12]. Competitive Landscape - Major players in the E-House market include ABB, Siemens, Schneider Electric, and Hitachi Energy, with the top five companies holding a combined market share of 52.13% in 2024 [8][24]. Future Outlook - The E-House industry is expected to evolve towards higher reliability, intelligence, modularity, and standardization, driven by advancements in sensor technology and remote monitoring [9]. - Emerging markets and new application scenarios, such as renewable energy projects and urban infrastructure expansion, will continue to optimize the global market structure, providing new growth opportunities [9].

Core Insights - The article highlights the rapid advancements in technology expected by 2026, including emotional AI, wearable health devices, renewable energy innovations, and more, which are set to transform daily life and work environments. Group 1: Emotional AI - The next generation of emotional AI assistants is surpassing traditional ones like Siri and Alexa by understanding human emotions through tone, expression, and wording, providing personalized relaxation recommendations and enhancing customer care [2] - Emotional AI is becoming a partner in daily life, playing a significant role in mental health support and personal growth [2] Group 2: Wearable Devices - By 2026, wearable devices are expected to evolve into "life guardians," with smart skin patches monitoring hydration, stress hormones, and nutrition levels, while AI watches can predict heart disease risks days in advance [3] - These innovations are shifting healthcare from reactive treatment to proactive prevention [3] Group 3: Renewable Energy - New night-time solar panels will capture infrared radiation, allowing for continuous power supply even in darkness, while advancements in lithium-sulfur and solid-state battery technologies will enhance energy storage for electric vehicles [4] - 2026 may mark a historical turning point for the decline of fossil fuels as the dominant energy source [5] Group 4: Brain-Computer Interfaces - Brain-computer interface technology is moving from medical applications to everyday use, enabling paralyzed patients to control devices with their thoughts and enhancing work efficiency through instant data retrieval [6] - By 2026, these interfaces will be integrated into daily life, impacting prosthetics, rehabilitation, and augmented reality experiences [6] Group 5: Space Economy - The space economy is set to flourish, with suborbital flight prices dropping below $100,000 and companies developing zero-gravity hotels, indicating a new era of space exploration and commercialization [7] Group 6: AI in Education - AI-driven personalized education is emerging, adapting courses to individual learning styles and helping adults with career transitions, fundamentally reshaping educational approaches [9] Group 7: Quantum Computing - Quantum computing is expected to solve complex problems beyond the capabilities of classical computers, significantly reducing drug development timelines and optimizing supply chains [10] Group 8: Smart Cities - Cities will become smarter by 2026, with AI traffic systems alleviating congestion, IoT-enabled waste management, and predictive security systems enhancing urban living [11] Group 9: Robotics - Robotics will become ubiquitous in households and various work environments, with cooking robots, construction robots, and personal care robots transforming daily tasks [12][13] Group 10: Bioprinting - The bioprinting field is anticipated to achieve significant advancements, enabling the creation of disease models, personalized medicine, and potentially addressing organ donation shortages [14]

Core Viewpoint - Guoxia Technology, a Chinese renewable energy solutions provider, is shifting its focus from European residential energy storage systems to large-scale energy storage systems in China, reflecting a strategic response to market opportunities and policy developments [2][3]. Group 1: Market Strategy and Adaptation - The company has adapted its market strategy in response to favorable government policies supporting energy storage development in China, such as the "Energy Carbon Peak and Carbon Neutrality Standardization Enhancement Action Plan" and others [3]. - Guoxia Technology has initiated the production of large-scale energy storage systems and commercial energy storage systems in 2023, transitioning from outsourcing to in-house production [3][4]. Group 2: Capacity Expansion and Product Transformation - The total production capacity of Guoxia Technology is projected to increase significantly from 45.5 MWh in 2022 to 1,561.2 MWh by the end of 2024, driven by strategic expansions in large-scale and commercial energy storage systems [4]. - The company has implemented a modular and platform-based technology strategy to upgrade and migrate core technologies from residential energy storage systems to large-scale projects [4]. Group 3: Strategic Partnerships and Project Management - Guoxia Technology has established long-term partnerships with major industry players and is actively involved in project planning and bidding processes, enhancing its project management capabilities [5]. - The company focuses on large state-owned energy groups, which dominate the large-scale energy storage market and set industry standards, positioning itself as a potential supplier for these key players [5][6]. Group 4: Financial Performance - The revenue figures for Guoxia Technology show a significant increase from approximately 142 million RMB in 2022 to an estimated 1.03 billion RMB in 2024, with profits also rising during the same period [6][7]. - The company reported a profit of 49.12 million RMB for the fiscal year ending June 30, 2024, indicating a positive trend in financial performance [6][7].

Core Insights - TikTok's significant investment of 200 billion Brazilian Reais (approximately 38 billion USD) in a large data center complex in Ceará, Brazil, positions the country at the forefront of AI investment in Latin America [1][2] Group 1: Investment Details - The project represents the largest investment of its kind in Brazil, aimed at meeting the substantial computational power demands of AI [2] - Brazil's abundant renewable energy, integrated national grid, and strategic geographic location are key factors attracting global tech capital seeking to establish a presence outside the U.S. [2][3] Group 2: Strategic Location - The Pecém port's geographic position is strategically valuable, serving as a crucial hub for undersea telecom cables connecting South America with Europe and Africa [4] - Pecém outperformed competing locations in India, Norway, and Malaysia to secure TikTok's investment, highlighting its competitive advantages [4] Group 3: Broader Economic Goals - The Brazilian government aims to leverage data center investments to build new industrial chains, rather than solely focusing on job creation from the data centers themselves [5] - The vision for "Ceará Valley" seeks to attract high-tech industries and major tech companies to establish operations in the region [6] Group 4: Collaboration and Incentives - TikTok will collaborate with data center developer Omnia and a leading renewable energy supplier, Casa dos Ventos, to advance the project [6] - Brazilian President Lula has signed a temporary measure to provide incentives for companies building data centers, including tax exemptions for importing certain equipment [6] Group 5: Challenges and Risks - Despite the promising outlook, there are risks associated with the data center boom in Brazil, including a potential gap between market speculation and actual project realization [7] - Analysis suggests that only one-third of announced data center projects in Brazil may ultimately be completed due to issues like grid connectivity and distance from major financial centers [8] - The surge in demand for data centers and electric vehicles is putting pressure on Brazil's energy infrastructure, necessitating the construction of more transmission lines and deployment of industrial-grade batteries [9]

分析指出，为适应风电、光伏发电量增长，以及交通、工业电气化带来的用电需求上升，全球电网亟需 大规模扩建与升级。预计2025年电网基础设施投资较上年增长约16%，主要推动因素包括：可再生能源 部署加速、交通电气化推高电力需求、数据中心建设热潮、工业发展以及对电网安全性与韧性的更高要 求。 电网投资不仅为能源系统提供稳定性，也将带来显著经济效益。据估算，到2050年，现代化可靠电网可 为全球经济带来1.1万亿至3.2万亿美元收益，具体体现在创造大量就业、降低能源损耗、提升供电安全 性并促进低成本可再生能源并网。反之，若电网投资滞后，将严重拖慢能源转型进程。目前全球已出现 大量风光电站等待并网，导致项目积压与资源浪费。同时，若无电网升级，日益增长的电动汽车、储能 系统及数字产业可能对现有电网容量造成压力。 随着2025年超过4700亿美元资金的注入，全球电网正进入加速发展阶段。这不仅是一项技术工程，更是 全球迈向安全、清洁、可靠能源体系的基石。现代化电网已成为经济稳定、产业发展和气候未来的关键 支撑，2025年也将成为全球对能源基础设施投入力度空前的一年。（驻波黑使馆经商处） 波黑媒体biznisinfo 12月1 ...

生态环境部党组成员、副部长李高在央视《对话》栏目中表示，在气候变化的科学问题上，结论是非常 明确，而且越来越明确。这几年由于极端天气气候事件的频发，造成很大的人员财产损失，高温、热 浪、洪水、干旱带来的生态破坏，大家感觉到气候变化离我们并不遥远。 他指出，为了克服气候变化的这种挑战，全球要走上绿色低碳发展的道路，这是一个世界发展的潮流。 在这样的一种潮流面前，中国怎么样去找到自己的位置，取得新的发展是非常重要。 "我们大规模的投入可再能源，大规模的投入我们绿色低碳发展的技术。最后大家看到，我们的可再能 源实现了弯道超车，后来居上，走到了世界的前列。这也是我们在过去没有想到的，这也说明绿色低碳 转型，对中国未来的高质量发展，对中国式现代化的建设，会产生非常重要的影响。"他说。 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：李思阳 生态环境部党组成员、副部长李高在央视《对话》栏目中表示，在气候变化的科学问题上，结论是非常 明确，而且越来越明确。这几年由于极端天气气候事件的频发，造成很大的人员财产损失，高温、热 浪、洪水 ...