| 时间 地区 | | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 8月4日 周一 | | | | | | 数据 | | 元 | | | | 事件 | | 元 | | | | 8月5日 周二 | | | | | | 国内 数据 | | 09:45 中国 7月标普全球中国PMI（原财新PMI） | | 50.6 | | 海外 | | 22:00 美国 7月ISM非制造业指数 | 51.5 | 50.8 | | 事件 | | 元 | | | | 财报 | 国内 | 海光信息 百胜中国 控股有限 公司、辉 瑞制药、 海外 超威电 脑、 | | | | | | SoftBank | | | | | | Group | | | | 8月6日 周三 | | | | | | 数据 | | 元 | | | | 事件 | | 无 | | | | 财报 | 海外 | AMD公司、麦当劳、诺和诺德 | | | | 8月7日 周四 | | | | | | 国内 | | 中国 7月进口同比(按美元计) | | 1.1% | | 数据 | | 中国 7月出口同比(按美元计) | | ...

Economic Indicators - In July, China's CPI rose by 0.1% year-on-year, driven by the rebound in industrial consumer goods prices, while PPI fell by 3.6% year-on-year, with some industries showing signs of stabilization [6][7] - The import growth rate for China in June was 1.1% year-on-year, while exports grew by 5.8% year-on-year, with significant increases in lithium batteries and wind turbine exports [8] - In June, China's social financing increased by 4.2 trillion yuan, with new RMB loans amounting to 2.24 trillion yuan, indicating effective monetary policy support for the real economy [9] Key Events - The UK central bank is expected to adjust its inflation forecast slightly upward from 3.3% to 3.5% due to higher-than-expected inflation data [10] - The US began implementing "reciprocal tariffs" on August 7, with specific rates for various countries, providing a window for negotiations [14][15] - The 2025 World Robot Conference will be held in Beijing from August 8 to 12, focusing on advancements in robotics and technology [18] Company Earnings - AMD's Q2 revenue is expected to exceed market consensus, reaching $7.5 billion, with a target price increase from $175 to $200 due to strong growth in AI and CPU markets [19] - Supermicro signed a $20 billion deal with DataVolt for the delivery of high-density GPU platforms, marking a significant milestone in their partnership [20] - Novo Nordisk lowered its sales growth and profit expectations for 2025, now forecasting an 8%-14% increase in sales, down from 13%-21% [22] - Semiconductor manufacturer SMIC will release its Q2 earnings report on August 7, which is highly anticipated by investors [23]

风起草原：6000万千瓦绿能资源激活转型引擎 通辽市风光资源富集，开发潜力超6000万千瓦，是名副其实的"绿色宝藏"。霍林河露天 矿复垦区，矗立着国际首例成功运行于露天煤矿排土场的风电机组，实现了该领域"零"的突 破。昔日矿山排土场与今日百米风机的鲜明对比，正是通辽能源结构加速优化的生动写照。 依托得天独厚的资源，通辽市精准发力绿电就地消纳。2025年上半年，全市新能源发电量 157亿千瓦时，占全社会总发电量40%，科尔沁草原正崛起为蒙东地区重要的绿色电力枢 纽。 创新驱动："绿电+机制"赋能产业升级 在广袤的科尔沁草原腹地，一场深刻的绿色变革正澎湃推进。通辽市,这座昔日的能源 重镇，正将取之不尽的"风光"禀赋，转化为驱动产业升级的澎湃绿能，以"绿能高地"筑巢引 凤，以"电价洼地"激活产业，并探索出一条资源型城市绿色低碳转型的震撼路径，为国家能 源安全与战略资源保供注入强劲的"通辽力量"！ 通辽市将"增量配电改革"与"绿电应用"深度融合，作为工业园区绿色低碳转型的关键抓 手和落实"双碳"目标的有效路径。奈曼旗工业园区增量配电网2024年实现新能源供电0.7亿 千瓦时，相当于节约标煤2.1万吨，减少二氧化碳排放 ...

Core Viewpoint - The rapid growth of oversized logistics demand in Guangxi is driven by the development of the equipment manufacturing industry, with a 6% year-on-year increase in oversized transport approvals in the first half of the year, totaling 34,567 cases [4][6]. Group 1: Oversized Transport Development - The Guangxi Highway Development Center is focused on enhancing oversized transport efficiency through institutional innovation and technical service upgrades, supporting high-quality economic development in Guangxi [4][6]. - The wind power industry in Guangxi has seen significant growth, with installed capacity reaching 22.295 million kilowatts, a 62% increase year-on-year as of May [5]. - The center has actively engaged with enterprises to address transportation challenges, transforming companies' pain points into actionable solutions for oversized transport [6][7]. Group 2: Mechanism and Efficiency Improvements - The introduction of the "Guidelines for Oversized Equipment Transport on Highways for Wind Power Projects" has improved approval efficiency by 40% and enhanced the orderly passage of transport vehicles [7]. - The center has implemented a "comprehensive transportation + new energy" model, significantly reducing the time required for transport permits from 4-7 days to just a few minutes [7][8]. - The approval process has been streamlined through a unified online system, reducing the number of approval units from 23 to 482, increasing efficiency by 21 times [9][10]. Group 3: Economic Impact and Future Prospects - The enhanced transport efficiency has led to a substantial increase in output for companies like Fudi Battery, which is expected to contribute 45-50 billion yuan to the industrial output value by 2025 [8]. - The integration of oversized transport with regional logistics has reduced logistics costs by 20%, facilitating the entry of Guangxi-manufactured products into RCEP member markets [12]. - The Guangxi Highway Development Center plans to further expand customized services and apply AI technology for route planning and risk warning, aiming to enhance the efficiency of oversized transport [13].

Core Insights - Qingdao Port is undergoing a significant transformation towards automation and intelligence, achieving a world record in container handling efficiency at 62.62 natural boxes per hour [1][6] - The port plans to initiate six major engineering projects in 2024 to enhance its throughput capacity and expand yard space, aiming to support the development of a new Qingdao Port [3] - The port's performance metrics for 2024 include a cargo throughput of 694 million tons and a container throughput of 32.17 million TEUs, ranking it as the fourth and fifth largest port globally, respectively [3] Automation and Efficiency - The implementation of AI-driven systems has led to significant improvements in decision-making, safety, and operational efficiency at Qingdao Port [6][7] - The port has developed a multi-objective optimization model to enhance vessel berthing efficiency and reduce yard turnover rates [6] - AI algorithms are utilized for dynamic path planning of unmanned transport vehicles and intelligent yard planning [7] Green Initiatives - Qingdao Port is pioneering the use of hydrogen energy in maritime applications, including the development of the world's first high-power hydrogen-electric hybrid tugboat [8] - The port has achieved 100% coverage of shore power and has implemented a carbon footprint accounting platform, becoming the first port in China to offer container carbon footprint services [9] - The port's green initiatives include the transformation of a methanol terminal and the introduction of biofuel for international vessels [9] Competitive Advantages - Qingdao Port benefits from its strategic location, abundant industrial resources from Shandong, and supportive policies from free trade zones [9] - The port aims to redefine its role beyond a cargo hub to become an incubator for technology, standards, and new models in the port industry [9]

Core Insights - The establishment of the world's first perovskite photovoltaic industrial park by Jidian Energy in Wuxi marks a significant advancement in green energy technology [1][2] - The industrial park integrates perovskite photovoltaic technology with diverse building scenarios, creating a comprehensive energy system that emphasizes green power generation and efficient energy use [1] - Jidian Energy has achieved multiple technological breakthroughs, including a power output of over 490 watts for its 2.81 square meter perovskite modules, showcasing superior efficiency compared to traditional silicon modules [2] Group 1 - The Jidian Energy perovskite photovoltaic industrial park features a closed-loop energy system encompassing power generation, storage, and consumption [1] - The park includes a "green power wall" with a total installed capacity of 256 kilowatts, which serves both as a safety barrier and a power generation source [1] - The research center's office building utilizes perovskite components to cover its monthly electricity consumption of approximately 178,000 kilowatt-hours [1] Group 2 - Jidian Energy, recognized as a national-level "specialized and innovative" small giant enterprise, has made significant advancements in perovskite technology since its establishment in 2020 [2] - The company has broken the world record for perovskite module efficiency nine times and has a production energy consumption that is only one-fourth of that of silicon modules [2] - Jidian Energy's products have received multiple certifications, ensuring environmental sustainability throughout their lifecycle from production to recycling [2]

项目新能源部分装机达800兆瓦，其中风电700兆瓦、光伏100兆瓦；后续制氢制氨部分，具有全球最大规模直流微电网制氢、全球最大规模固态储氢等四 项世界之最的创新技术。其中，三一重能提供总计300兆瓦风电机组，包含50台单机容量5兆瓦和8台6.25兆瓦机型，单台叶轮直径达193米；三一氢能则为 项目提供8套单台产氢能力为1000Nm³/h的电解槽。 7月26日，全球最大单体绿氨装置——国家电投大安风光制绿氢合成氨一体化示范项目在吉林白城举行。吉林省委副书记、省长胡玉亭出席活动并宣布大 安项目投产，国家能源局总经济师鲁俊岭，国家电投集团党组书记、董事长刘明胜出席活动并致辞，国家电投集团总经理、党组副书记栗宝卿，国务院国 资委、工业和信息化部相关负责同志，吉林省政府秘书长刘伟出席活动，国家电投集团党组成员、副总经理刘丰主持活动。 该项目由国家电投集团吉电股份公司出资建设，吉电股份所属大安吉电绿氢能源有限公司负责运营，首创全球最大规模的一次性投产绿色合成氨单体项 目、全球最大规模的直流微电网制氢等4项"全球之最"。 作为国家清洁低碳氢能示范工程和战略性新兴产业百大工程，项目首先利用吉林西部丰富的风光资源发出"绿电"， ...

7月29日，晶澳科技（002459）与菲律宾企业Advance Prime Power Corporation在北京正式签署战略合作 备忘录，标志着晶澳科技东南亚市场布局再获重要突破。Advance Prime Power Corporation是菲律宾本 地快速成长的新能源投资企业，专注于光伏、风电、水电与储能等绿色能源领域，拥有丰富的项目开发 经验与区域资源优势，目前正在积极拓展菲律宾及东南亚地区的布局和影响力。(人民财讯) ...

Core Viewpoint - The article emphasizes the launch of the "Haibo Star Navigation" program aimed at empowering the 2025 graduates, facilitating their transition from campus to workplace, and nurturing their potential in the green energy sector [1][10]. Group 1: Training Program Overview - The training camp for new graduates includes various courses such as ice-breaking, business foundation, workplace initiation, practical collaboration, and experiential learning, designed to build a solid foundation for their careers [1]. - The "Haibo Star Navigation" program is a dedicated training system for new employees, reflecting the company's expectations for fresh talent to shine in the energy sector [1][10]. Group 2: Leadership Insights - Zhang Jianhui, the founder and CEO, expresses high hopes for the new employees, encouraging them to cherish the first five years of their careers to build a strong foundation and become leaders in green energy [3][5]. - He emphasizes the importance of practice and innovation, urging new employees to maintain curiosity, explore deeply, and not hesitate to ask questions [5][8]. Group 3: Future Development Plans - The company will implement a one-year systematic training plan for the 2025 graduates, focusing on comprehensive training, departmental targeted training, and enhancing workplace adaptability [10]. - The training program aims to accelerate the growth of new employees and help them fully integrate into their professional development [10].

Group 1 - The Wuhan University summer practice team visited key enterprises and research institutions in Hunan and Guangdong, focusing on strategic emerging industries such as "intelligent manufacturing," "technology for a strong military," and "green energy" [1][3][5] - The team observed advanced technologies at SANY Heavy Industry in Changsha, including digital production lines and industrial robots, highlighting the transition from "Made in China" to "Intelligent Manufacturing in China" [3][5] - At CRRC Zhuzhou Institute, the team learned about breakthroughs in key technologies for high-speed trains and the importance of independent innovation for national scientific advancement [3][5] Group 2 - The team visited an intelligent science college in Changsha, focusing on artificial intelligence and unmanned systems, emphasizing the dual transformation of technological achievements and national manufacturing [5][7] - At Guangzhou Development Group, the team explored the company's extensive involvement in clean energy and carbon asset management, discussing the opportunities and challenges in the context of the "dual carbon" strategy [5][7] - The practice highlighted the importance of understanding the real implications of "technological self-reliance" through hands-on experiences and dialogues with industry leaders [8]