Core Insights - Wan Biao, former Vice Chairman of Honor, has joined AESC as CEO, aiming to leverage growth opportunities in the renewable energy sector and enhance AESC's position in clean energy technology [1][5] - AESC, established in 2007, is a leading battery technology company with a global client base including major automakers like BMW, Mercedes-Benz, and Nissan [5][6] Company Background - Wan Biao has extensive experience at Huawei, where he held various senior positions, contributing significantly to the company's wireless and terminal business success [3][4] - After Honor's independence from Huawei in 2020, Wan played a crucial role in restoring its supply chain and market presence [4][5] Strategic Importance - Wan's appointment is seen as a strategic move for AESC to enhance product competitiveness and achieve sustainable growth in key global markets [5][6] - His dual role as Executive Director and CTO at Envision Group allows for better resource integration and collaboration across various business sectors, including wind power, energy storage, and hydrogen [5][6] Global Expansion - AESC has made significant strides in global production capacity, with new factories launched in China, Japan, and France, and plans for further expansion in the UK and Spain [6][8] - The company has secured over 40 GWh of battery orders from leading energy storage integrators, positioning itself among the top three in global energy storage cell shipments for 2024 [8]

Core Insights - The conference held in Xiamen, China, focused on five key sectors: artificial intelligence, low-altitude economy, advanced manufacturing, new energy, and large consumption, aiming to discuss development paths and industry future [1] - The event emphasized the collaboration between government, capital, and industry to address challenges in industrial development [1] Company Overview - Envision Group operates four main business segments: Envision Energy, Envision Power, Envision Intelligent, and Envision Ventures, focusing on smart wind power, energy storage systems, and green hydrogen solutions [7] - Envision Energy is a global leader in intelligent wind power and energy storage, with the largest wind turbine order volume globally in 2024 and the largest green hydrogen project in Chifeng [7][8] - Envision Intelligent provides a leading IoT operating system, EnOS, connecting over 845 GW of energy assets, equivalent to nearly 20 times the peak load of Shanghai's power grid [7] New Energy System Development - The new energy system is crucial for achieving global carbon neutrality, addressing both generation and consumption sides of energy [8] - Envision's approach involves integrating fluctuating generation and consumption through smart IoT platforms and AI algorithms [8][9] - The company has achieved dual championships in power generation and load forecasting accuracy in recent competitions [9] Zero-Carbon Solutions - Envision is developing comprehensive energy solutions for various sectors, including zero-carbon industrial parks and smart charging networks for electric vehicles [9][10] - The company has partnered with the Ordos government to create the world's largest zero-carbon industrial park, leveraging local wind and solar resources [9] - Envision's green ammonia project in Chifeng is the largest globally, integrating renewable energy with hydrogen production [11] Urban Energy Systems - Envision is building an AI-powered supercharging network to support electric vehicle charging and energy storage, aiming for a four-network integration in urban energy systems [12] - The company has launched a high-end charging station in Chengdu, featuring advanced charging capabilities and smart management systems [12]

Core Insights - BYD emphasizes the importance of high-temperature testing as a crucial part of product development, showcasing the new pure electric bus C11 in extreme conditions [1][8] - The C11's air conditioning system performs exceptionally well, rapidly cooling the interior from over 60℃ to a comfortable range, demonstrating effective thermal management [3] - The active suspension system of the C11 enhances vehicle stability and comfort, responding quickly to various driving conditions and ensuring safe operation [5] - BYD has conducted extensive testing over eight years, accumulating 1246 days of testing with 111 vehicles and over 200 engineers involved, establishing a robust testing framework for reliability [6] Group 1 - The C11's charging performance remains stable under high temperatures, thanks to BYD's advanced battery thermal management system [3] - The C11's braking system is responsive and maintains vehicle stability during emergency stops, highlighting BYD's expertise in vehicle safety technology [5] - The extreme heat in Turpan serves as a testament to BYD's core technological capabilities and manufacturing resilience, supporting global zero-carbon transportation initiatives [8]

Financial Performance - Prologis China reported strong financial performance for the first half of 2025, with revenue reaching 4.224 billion yuan, a 10% increase year-on-year [1] - The core operating profit, measured by EBITDA, was 2.027 billion yuan, showing an increase of over 20% compared to the same period last year [1] - The public REIT, CICC Prologis REIT, generated approximately 216 million yuan in revenue, with a distributable amount of about 167 million yuan, maintaining robust operations [1] Expansion and Development - Prologis is expanding its computing power center, with a significant revenue increase of over 48% year-on-year in the second quarter [2] - The company efficiently delivered multiple intelligent computing projects, including upgrades to data centers in Dongguan and Beijing, enhancing service capabilities for major internet clients [2] - Prologis is actively promoting the standardization of liquid cooling technology and participating in industry standards development [2] Strategic Focus - The company emphasizes efficient, smart, and green operations, focusing on industrial upgrades and zero-carbon transformation to enhance service capabilities [3] - Prologis aims to solidify its delivery and service capabilities, leveraging leading infrastructure to empower clients' high-quality growth and create long-term value for investors [3]

Core Insights - Prologis China reported steady growth in new infrastructure operations in supply chain, big data, and renewable energy sectors for Q2 2025 [1][2] - The company achieved significant revenue growth, with a year-on-year increase of over 48% in the first half of the year [1] - Prologis China is committed to supporting industrial upgrades and zero-carbon transitions through efficient and intelligent operations [2] Summary by Category Supply Chain and Infrastructure - Prologis China signed new lease agreements covering over 7.8 million square meters in logistics, high-end manufacturing, and R&D facilities, driven by demand from new economy industries [1] - The company enhanced its service capabilities through "Space X Empowerment" to improve operational efficiency for clients in sectors like express delivery, retail e-commerce, and smart manufacturing [1] Financial Performance - Prologis China reported total revenue of 4.224 billion yuan for the first half of 2025, reflecting a 10% year-on-year growth [2] - The operating EBITDA reached 2.027 billion yuan, with a growth rate exceeding 20% [2] - The public REIT, CICC Prologis REIT, generated approximately 216 million yuan in revenue, with a distributable amount of about 167 million yuan [2] Renewable Energy - Prologis China made significant progress in distributed and centralized photovoltaic and energy storage projects, with over 300 MW of new grid-connected capacity in distributed solar, a 49% increase from the previous quarter [2] - The centralized photovoltaic projects added 150 MW, with a total grid-connected capacity of 200 MW [2] Future Outlook - Prologis China aims to continuously enhance its service capabilities to support clients' business growth and contribute to high-quality economic development [2]

Core Viewpoint - The strategic cooperation between China National New Energy Holdings Group Co., Ltd. and EGN LTD aims to develop photovoltaic power station projects and integrate green energy with digital economy, promoting mutual development and win-win outcomes [1][2][3] Group 1: Company Overview - China National New Energy is a comprehensive group listed on the Hong Kong Stock Exchange, focusing on the new energy industry and integrating AI data center operations, energy storage, photovoltaic power station construction, and zero-carbon smart park development [2] - EGN LTD, established in 2009, is a global leader in data centers, expanding from energy engineering to blockchain and cryptocurrency infrastructure, operating over 10 large data centers across the Americas and Asia [1][2] Group 2: Strategic Cooperation Details - The cooperation will see EGN LTD lead the development of integrated projects based on green energy and data centers in Oman, while China National New Energy will provide investment and operational services for photovoltaic power stations [2] - Both companies will collaborate on resource and product synergy, technology research and development, and local industry deepening, aiming to create a cooperative industrial ecosystem and promote the development of upstream and downstream industrial clusters [2] Group 3: Market Context and Implications - The partnership is viewed as a significant step for China National New Energy under Chairman Yu Zhuyun's leadership, aligning with the "dual carbon goals" and responding to the Belt and Road Initiative, accelerating the internationalization of green energy technology [2] - The increasing global demand for zero-carbon transformation and digital economic infrastructure is expected to drive new business growth points through collaborative efforts in high-end photovoltaic manufacturing [3]

Core Insights - China is undergoing a profound green transformation driven by the "dual carbon" goals, optimizing industrial structure, transitioning to a low-carbon energy system, and leveraging technological innovation as the core engine for green development [2] - The 2025 Zero Carbon Summit will focus on gathering insights from various stakeholders to address challenges in zero-carbon transition and provide practical solutions for sustainable development [2] Group 1 - The "Yangtze River Delta Enterprise Green Low-Carbon Innovation Case Collection" will be launched at the summit, showcasing benchmark practices in green transformation, from technological innovation to effective implementation [3] - The summit will officially launch the "COP30 China Corner Communication Action Plan," providing a platform for sharing China's green innovations and low-carbon practices with the world [4] Group 2 - The "Zero Carbon Earth Series Awards" will be announced at the summit to recognize outstanding pioneers in green transformation and encourage enterprises to engage in a zero-carbon future [5] - The summit is scheduled for August 29, 2025, in Shanghai [6]

Core Viewpoint - Under the guidance of the "dual carbon" goals, China is undergoing a profound green transformation, optimizing industrial structure, transitioning to a low-carbon energy system, and driving green development through technological innovation [2] Group 1: Summit Overview - The 2025 Zero Carbon Summit will be themed "Intelligent Green Energy, Achieving Carbon Neutrality," gathering wisdom and practices from government, universities, research institutions, leading enterprises, and professional organizations to address challenges in zero-carbon transition [2][4] - The summit will officially launch the "COP30 China Corner Communication Action Plan," providing a platform for showcasing advanced green innovation technologies and replicable enterprise zero-carbon transition experiences to the world [6] Group 2: Innovation and Recognition - The "Yangtze River Delta Enterprise Green Low-Carbon Innovation Case Project Collection" will be released at the summit, highlighting benchmark practices in green transformation, from technological innovation to model breakthroughs [4] - The "Zero Carbon Earth Series Awards" will be announced to recognize outstanding pioneers in green transformation, with winning cases recommended to international partners and platforms [8] Group 3: Event Details - The summit is scheduled for August 29, 2025, in Shanghai [9] - The agenda includes keynote speeches, the release of the innovation case project collection, the launch of the communication action plan, and roundtable discussions on zero-carbon practices [46][48]

近日，新能源重卡领域再传交付动态 ——Deepway 与三一各自完成一批新能源重卡交车。 DeepWay新能源重卡星途完成首批100辆交付并签订500辆订单！ 8月20日，DeepWay新能源重卡产销对接暨500辆签约100辆交付仪式在临沂临港顺利举行。 仪式上，DeepWay深向科技与永锋临港、钢投特钢、交运集团、荣庆物流等多家重点物流企 业共同完成星途短轴距车型首批100辆交付，并现场签订500辆新增订单。这标志着 DeepWay深向科技在新能源重卡市场规模化应用上再迎里程碑。 活动现场，徐上上代表DeepWay深向科技将象征着首批100台星途重卡的"金钥匙"正式交付 到重点物流企业代表手中。永峰临港、钢投特投、交运集团、荣庆物流等重点物流企业代表也 在随后发言中纷纷表示，DeepWay新能源重卡的投运不仅将大幅降低企业运营成本，更将以 智能化、高效稳定的车辆性能全面提升企业运输时效与安全等级，助力企业加快双碳目标下的 绿色转型。 三一重卡成功交付上海沪运运输 作为汽车钢板物流服务商，上海沪运运输引入三一电动重卡SE636，以四大优势升级其"安 全、高效、绿色"的运输体系，实现降本增效。 三一SE636的 ...

（原标题：远景与十余家储能系统集成商签署超40GWh电芯合作战略协议） 经济观察网讯，8 月 14 日，第四届 EESA 储能展期间，远景宣布与十余家头部储能集成企业签署电芯 合作战略协议，规模超 40GWh。本次合作所供储能电芯将由远景旗下电池科技企业远景动力（AESC） 交付。 远景高级副总裁田庆军表示，全球零碳转型为中国储能企业提供广阔市场，只有更高品质、经过国际认 证和全球市场验证的电芯，才能全面支撑系统集成商赢得海外市场，实现中国新能源产业的持续领先。 ...