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智能家居行业双周报:巨头借力DeepSeek,竞推“AI+”新品
Guoyuan Securities· 2025-03-03 01:44
3)个股来看:近 2 周,智能家居指数中,涨幅前五个股分别为翱捷科 技(+50.36%)、芯原股份(+33.80%)、江苏雷利(+31.64%)、兆威 机电(+24.82%)、捷昌驱动(+24.20%)。 行业政策跟踪 1)市场监管总局(国家标准委)批准发布《智能床》国家标准。2) 市场监管总局等五部门发布《优化消费环境三年行动方案(2025— 2027 年)》。 [Table_Main] 行业研究|可选消费|耐用消费品与服装 证券研究报告 耐用消费品与服装行业周报、月报 2025 年 03 月 02 日 巨头借力 [Table_Title] DeepSeek,竞推"AI+"新品 ——智能家居行业双周报 [Table_Summary] 报告要点: 行情回顾 1)双周行情:近 2 周(2025.02.17-2025.02.28)上证综指下跌 0.77%, 深证成指下跌 1.29%,创业板指下跌 2.03%;智能家居指数 (399996.SZ)上升 0.34%,跑赢上证综指 1.12pct,跑赢深证成指 1.63pct,跑赢创业板指 2.37pct。 2)细分板块:近 2 周,智能家居指数中,电子元器件及零部件、 ...
数字化储能引领者!弘正储能邀您共聚ESIE 2025第13届储能国际峰会暨展览会
中关村储能产业技术联盟· 2025-02-26 08:48
Core Viewpoint - The article highlights the upcoming 13th International Energy Storage Summit and Exhibition (ESIE 2025) scheduled for April 10-12, 2025, at the Capital International Exhibition Center, showcasing advancements in energy storage technology and solutions [1][9]. Company Overview - Hongzheng Energy (Shanghai) Technology Co., Ltd. is positioned as a leader in digital energy storage, focusing on core technology and product development, and aims to create value for customers while promoting green energy [2]. - The company utilizes AI, big data, and cloud computing to develop a comprehensive suite of self-researched energy storage products, offering a one-stop solution across the entire lifecycle of energy storage assets [2]. Key Products and Technologies - The company emphasizes its innovative energy storage solutions, including a compact design with dimensions of W1150*D1450*H2400mm and high energy density of 57.84 kWh/m³ for liquid cooling systems [2]. - The D-Galaxy smart energy storage cloud platform integrates various management systems (BMS, PCS, EMS) to enhance operational efficiency and economic value while ensuring safety [4]. Advantages - The company boasts six major advantages, including a 30% reduction in footprint due to new ID design and a four-tier safety framework that integrates local safety prediction algorithms [3][6]. - The energy management system (EMS) 2.0 allows for dynamic strategy deployment, reducing operational costs and improving unit profitability by 7% [6]. Highlighted Projects - The Yuncheng Guoyun Micro-Control Energy Technology Co., Ltd. project features a 100MW/50.43MWh independent hybrid energy storage system, combining flywheel and lithium iron phosphate battery technologies for enhanced frequency regulation [7][8]. - The EMS developed by Hongzheng for this project supports rapid power adjustments and integrates local and remote control modes, optimizing energy management and enhancing grid stability in Shanxi province [8]. Event Details - ESIE 2025 will cover over 160,000 square meters, featuring more than 800 leading companies and 500 new product launches, with an expected attendance of over 200,000 professional visitors [9].