Core Viewpoint - The end of the mandatory energy storage policy marks a significant shift in the energy storage industry, prompting companies to adapt to market-driven dynamics rather than relying on policy incentives [1][4]. Market Transition - The new policy allows for a market-driven approach, with existing projects benefiting from a price guarantee while new projects will determine prices through competition [2][3]. - A "rush to install" is observed as companies expedite project completions to secure expected returns before the policy changes take full effect [2]. - Predictions indicate that China's new energy storage installations may exceed 30 GW this year, with cumulative capacity projected to reach between 236.1 GW and 291.2 GW by 2030 under different scenarios [3]. Technological Innovation - The removal of mandatory energy storage requirements necessitates that companies demonstrate their value in market-driven scenarios, focusing on technological advancements [4]. - Significant advancements in energy storage systems are evident, with standard container capacities exceeding 6 MWh, and some high-end products reaching over 9 MWh, doubling the capacity compared to 2023 [5]. - Innovations in battery cell technology, such as the introduction of 700 Ah long-cycle cells, enhance system efficiency and lifespan, with some systems achieving over 15,000 cycles [5][6]. AI Integration - The integration of AI into energy storage systems is emerging as a critical trend, with companies showcasing AI-driven management systems at industry events [7][8]. - AI technologies are enhancing operational efficiency, predictive maintenance, and safety monitoring, transforming energy storage systems into intelligent entities capable of autonomous decision-making [7][8]. - Challenges remain in data processing capabilities, which hinder the full potential of AI applications in the energy storage sector [8].

在此背景下，"实施中国大腹地战略"的构想应运而生。这一战略聚焦四川、重庆、陕西、山西、河 南、湖北、湖南、云南、贵州、广西十省市，覆盖人口逾5亿，经济总量占比超全国30%，构筑"大腹 地"经济空间。这一重构打破沿海优先路径依赖，将腹地提升为新发展格局的主体承载区，通过嵌入 腹地经济韧性对冲外部不确定性，实现从"沿海附属支撑"向"内陆增长极核"的范式跃迁。 2025.05. 12 本文字数：1288，阅读时长大约3分钟 作者 | 第一 财经 李秀中 5月12日，盘古智库新大航海时代公益课题组发布了《建设中国大腹地，打造内循环主平台》，报告 建议将中国大腹地建设上升为国家战略层级，通过"十五五"规划明确其功能定位与发展路径。 报告认为，世界正步入贸易碎片化新阶段。当前中美贸易摩擦及美国发起的全球关税争端表明，经济 自由化范式已发生根本性转向，各国须将战略重心转向强化内需驱动，以抵御外部冲击。 同时，中国经济也发展到了内需驱动的阶段。随着工业化、城镇化进程进入中后期，传统投资拉动型 增长模式面临边际效益递减、债务压力累积等现实挑战，而消费需求正从"小康型"向"富裕型"跃迁， 服务消费、新型消费、区域下沉市场等内需潜 ...

全球汽车产业的天平，正在发生你我都能感知的"倾斜"。 海外老牌主机厂缓步转身，新势力和中国车企加速换道超车，最容易被感知的是中国玩家的绝对增长： | 车企 | 2024年累计销量(万辆) | 同比增速 | | --- | --- | --- | | 比亚迪 | 427 | 41. 26% ↑ | | 长安 | 268 | 5. 10% ↑ | | 奇瑞 | 260 | 38. 40% ↑ | | 吉利 | 218 | 32.00% ↑ | | 长城 | 123 | 0. 37% ↑ | | 理想 | 50 | 33. 10% ↑ | | 赛力斯 | 43 | 182. 84% ↑ | | 零跑 | 29 | 103. 75% ↑ | | 极氪 | 22 | 87. 11% ↑ | | 蔚来 | 22 | 38. 70% ↑ | | 极氪 | 22 | 87. 11% ↑ | 而不那么容易被感知的，深藏在各个玩家的业绩报告之中—— 短期看增长，中期看抗压，长期看的则是潜力和定力。 全球车圈西边不亮东边亮 随着全球车企年报季进入尾声，汽车产业格局愈发清晰明了。 过去一年，曾叱咤风云的德日美系传统巨头，在向电动化与 ...

Economic Performance - In the first quarter, Hebi's GDP grew by 6.4%, surpassing the provincial average by 0.5 percentage points, indicating a strong start to the year [1] - The industrial economy in Hebi showed steady improvement, with the added value of industrial enterprises above designated size increasing by 8.3%, and high-tech industries seeing growth rates of 19% and 15.8% for high-tech and strategic emerging industries respectively [1] Investment and Projects - A total of 68 projects were signed during various industrial summits in April, including significant initiatives in SAR satellites and magnesium-based solid-state hydrogen storage, which are expected to enhance the city's industrial chain and attract investment from key regions such as Beijing-Tianjin-Hebei and the Yangtze River Delta [2] - The city aims to sign over 100 projects worth more than 100 million yuan in the first half of the year, focusing on its "3+3" leading industries and innovative investment models [3] Agricultural Development - During the busy spring farming season, Hebi is prioritizing agricultural management to ensure stable summer grain production, including monitoring crop conditions and implementing pest control measures [3] Consumer Market Initiatives - Hebi plans to launch special actions to boost consumption, including trade-in programs for consumer goods and promoting nighttime economy through cultural and historical sites [3] Strategic Goals - The city is focused on high-quality development and aims to maintain its positive economic trajectory in the second quarter, which is seen as a critical period for achieving annual economic targets [2]

中新社北京5月10日电 每年3月、4月是中国企业招聘高峰期，也是传统求职旺季。伴随产业转型升级步 伐加快，今年"金三银四"显现新变化。 一方面，人工智能技术突破性发展，带动了相关人才需求。 华为、字节跳动、宇树科技、阿里巴巴等"大厂"对人工智能(AI)人才求贤若渴，发布的春招岗位需求涵 盖算法工程师、AI产品经理、AIGC(生成式人工智能)内容策划等方向。 线上平台智联招聘发布的数据显示，2025年春招首周，人工智能工程师平均招聘月薪达到21319元(人民 币，下同)，成为招聘市场上最具吸引力的职业之一。其中，机器人算法工程师平均招聘月薪最高，达 到26231元，紧随其后的是导航算法和深度学习工程师，分别为24564元和24417元。 中国社会保障学会副会长金维刚表示，目前人工智能领域人才市场薪资水平高、就业机会多，互联网、 金融、医疗、制造等行业都有巨大需求。 智联招聘数据显示，一季度工业自动化等领域的机械工程师、自动化工程师岗位招聘需求同比分别增长 40%、10%。智联研究院分析认为，制造业加快转型升级，正在创造更多高质量就业机会，不断激发更 多技术人才需求。 新意足的同时，整体就业市场也趋向稳定。国家统 ...

惠风和畅，百花绽放。5月8日至9日，由中国汽车工业咨询委员会（以下简称"中汽咨询委"）主 办、奇瑞汽车股份有限公司（以下简称"奇瑞汽车"）承办的2025中国汽车工业咨询委员会工作会议在安 徽芜湖召开。 会议回顾中国汽车产业发展的主要成就和中汽咨询委一年来的工作成绩，并聚焦企业重组、反对内 卷、拥抱AI、助推"出海"、汽车产业"十五五"规划等行业热点及难点问题进行研讨，大家踊跃献策建 言；与会委员和嘉宾还在参观考察奇瑞汽车之后，召开奇瑞汽车发展战略咨询研讨会，肯定"奇瑞经 验"，并提出了思考和建议。 关注行业转型 清醒认识机遇挑战 会议认为，近年来中国汽车产业正在加速转型，发展趋势仍将是机遇与挑战并存。 "我们由衷地为汽车行业的企业家和从业者们点赞！"中国汽车工业咨询委员会主任、北京汽车工业 控股有限责任公司原党委书记、董事长安庆衡在作中汽咨询委年度工作总结及主旨发言中表示，2024年 是中国汽车行业波澜壮阔的一年，从新能源汽车到自主品牌乘用车都取得了喜人的成绩。进入2025年上 半年，随着DeepSeek横空出世及人工智能（AI）对汽车业的影响不断扩大，中国汽车产业真正开启了 智能化下半场的新征程，新能源汽车 ...

√ 指标要求:报告期内,政府补贴占净利润的比重不超过50% 调节方法: 调节方法:1、前期 作为城市基础设施建设的主力军，城投平台长期承担着城市开发、基建投资等重任。然而近年来， 35 号文分类监管、47号文债务管控 等政策持续落地，叠加 "335" 指标 等最新要求，城建类业务收缩与债 务压力不断 倒逼着城投产业加速转型 。 | 所有者权益合计 | -15,000.00 | | --- | --- | | 负债及权益小计 | -20,000.00 | | 其他收益 | -20,000.00 | | 所得税费用 | -5,000.00 | | Bloods A O B B B B B L L L M M . | 12 000 00 | 在此背景下，城投产业如何突破政策红线、理顺转型路径？我们梳理了一些城 投产业转型实操中的首 发关注细节 分享给大家—— 01 公司债"355"指标下， 政府补贴应关注哪些细节？ | | 单位: 刀元 | | --- | --- | | 受影响的报表项目名称 | 影响 2022 年报表金额 | | 其他应收款-原值 | -20,000.00 | | 坏账准备-其他应收款 | | ...

杨智强调，要勇担时代使命，充分认识产业转型闯关的重大意义，牢记习近平总书记殷 殷嘱托，干字当头、奋发有为，推动习近平总书记重要讲话精神在武汉落地生根、开花结 果。要聚焦科技驱动，大力攻关核心技术，健全科技成果孵化平台，加大知识产权保护力 度，进一步激发城市创新活力。要坚持传统产业转型升级和培育壮大新兴产业、未来产业齐 头并进，积极优化产业布局。要强化要素保障，构建"引、育、留、用"全链条人才体系，做 好企业资金保障，夯实产业根基。市区政协要围绕二号建议案协商议题，深度调研、找准问 题、提实建议，凝聚起加快武汉转型闯关步伐、重塑新时代武汉之"重"的强大合力。 5月9日，市政协主席杨智率部分政协委员赴江岸区、江汉区调研中心城区推进产业转型 发展工作。他强调，要深入学习贯彻习近平总书记关于科技创新的重要论述和考察湖北重要 讲话精神，进一步全面深化改革，全力推进产业转型发展，为武汉打造支撑中部地区崛起重 要增长极汇智聚力。 今年，市政协将"加快产业转型闯关，打造支撑中部地区崛起重要增长极"列为二号建议 案。杨智一行先后来到湖北省石墨烯产业技术创新中心、红T时尚创意街区、武汉市中小企 业数字化转型创新中心，实地察看中心 ...

Core Points - The 34th Harbin International Economic and Trade Fair will emphasize three key aspects: gold content, new content, and green content [1][3] Group 1: Gold Content - The fair aims to showcase the new development landscape of Heilongjiang Province and build a comprehensive platform for open cooperation [3] - It will feature government and enterprise delegations from Asia, Europe, Africa, America, and Oceania [3] - Thailand and Mongolia will be the first dual guest countries, with Thai rice and certified projects being highlighted, including free tasting and distribution activities [3] Group 2: New Content - The fair focuses on supporting the development of strategic emerging industries, nurturing future industries, and upgrading traditional industries [3] - It will display technological achievements such as humanoid robots, AI, electronic information, new materials, digital economy, biological economy, and low-altitude economy [3] - The event aims to provide opportunities for exhibitors and buyers to connect on technology cooperation and industrial transformation projects [3] Group 3: Green Content - The fair adheres to green, low-carbon, and environmentally friendly standards, emphasizing the use of eco-friendly materials and energy-saving equipment [3] - The exhibition design will align with green standards, with a reported green construction rate of over 90% [3]

Core Viewpoint - Ningbo Fuda announced the termination of its major asset restructuring plan to acquire at least 45% of Ningbo Jinxin Electronic Materials Co., which was part of its strategy to explore new business opportunities in the photovoltaic industry [1][7]. Group 1: Company Background and Previous Plans - Ningbo Fuda's main businesses are commercial real estate and cement materials, and it has been actively seeking new business opportunities in strategic emerging industries such as new materials and new energy [2][3]. - The company's stock price surged from 3.38 yuan to a peak of 8.06 yuan between September and December last year, driven by rumors of a potential acquisition of a semiconductor company [2][3]. - In January, Ningbo Fuda announced its plan to acquire a photovoltaic industry chain company, which led to a significant drop in its stock price shortly after the announcement [1][3]. Group 2: Details of the Proposed Acquisition - The proposed acquisition involved cash payment for a significant stake in Jinxin Materials, which specializes in ultra-fine silver powder for solar cells, a key material in the photovoltaic industry [5][6]. - Ningbo Fuda expected that upon completion of the transaction, Jinxin Materials would become a subsidiary, allowing the company to enter the electronic materials sector and enhance its operational capabilities [7]. Group 3: Termination of the Acquisition - On May 9, Ningbo Fuda announced the termination of the acquisition after failing to reach a consensus on the final transaction plan despite conducting thorough due diligence [1][7]. - The company emphasized that the decision was made to protect the interests of all parties and shareholders involved [7].