本报记者吴奕萱 在全球能源结构加速向清洁能源转型的浪潮中，风电行业作为重要的可再生能源领域，发展态势备受瞩 目。6月3日，日月重工股份有限公司（以下简称"日月股份"）召开2024年度暨2025年第一季度业绩说明 会，公司管理层围绕业绩报告披露的经营数据、战略布局等内容，向投资者展示具体经营成果，并对投 资者提出的问题作出详细解答。 公司相关负责人对《证券日报》记者表示："凭借深厚的技术积累，公司深度参与客户海上、陆上大型 化风电产品研发，成功实现了国内大兆瓦机型和海上风机产品批量出货。" 相关业内人士也在接受记者采访时称："日月股份自主研发的球墨铸铁厚大断面技术能将大兆瓦风机轴 类产品性能提升至锻造轴水平，同时降低生产成本，在风电领域竞争优势显著，将有效支撑公司业务发 展。" 除核心业务外，日月股份还积极拓展多元化业务，持续延伸业务边界。 在合金钢方面，日月股份成功研发了低合金钢、铬钼钢等特殊材料铸钢产品，并完善了全过程工艺参数 验证，实现了批量出货。现阶段公司正积极拓展研发能满足新能源汽车大型压铸机的铸铁、铸钢需求的 产品。2024年公司合金类产品实现营收7816.78万元，同比增长50.71%，毛利率同比 ...

绿电直连试点政策三大亮点值得关注 "绿电直连"虽然是能源领域的创新之举，具有广阔的发展前景，但用户不仅要承担建设成本，还要 面临市场交易与收益的不确定性，绿电直连在推进过程中面临着安全、经济、技术等多重风险。必 须要看到，电力系统本身就是最大的网源荷储系统，"绿电直连"形成的小系统，在可靠性相同的前 提下，必然经济性低于大系统，因此减少对于大系统依赖、自由选择可靠性是小系统获得相对经济 性的必然选择。《通知》不失为一次迎难而上的试水，以"绿电直连"试点为契机，凝聚政府、企业 和科研机构等各方合力，加大技术研发投入，完善市场机制和监管体系，为清洁能源的高效利用开 辟新道路。（华能集团能源研究院副院长 陈大宇） 在全球气候治理格局深度重构的背景下，"绿电直连"作为破解能源转型与碳关税壁垒双重挑战的制 度创新，逐渐进入人们的视野。国家发展改革委、国家能源局印发《关于有序推动绿电直连发展有 关事项的通知》（以下简称《通知》）开展绿电直连试点项目，旨在提升清洁能源利用效率、提升 绿电的物理属性，这种创新模式将绿电消费在时间精度和发用电位置上的颗粒度进一步提升，为全 国新能源产业的发展提供了有益的探索和借鉴。 二是回归了 ...

从薪柴点亮蒙昧，到煤炭驱动蒸汽轰鸣，再到电力照亮现代文明，能源革命始终是时代更迭的序章。 能源作为文明演进的底层密码，每一次跃迁都在重塑世界图景。 如今，随着算力时代的到来，AI的急速发展加剧"能源焦虑"，能源行业正迎来百年未有之大变局。 此前，国际能源署（IEA）在今年1月的一份报告中曾表示，ChatGPT响应一个请求平均耗电2.9瓦时——相当于将一个60瓦的灯泡点亮略少于三分钟。而据 相关外媒报道，ChatGPT每天响应约2亿个需求，消耗超过50万度电力，约等于1.7万个美国家庭平均一天的用电量。 显然，AI带来的能源需求的激增，让人类正站在"比特驯服瓦特"的历史拐点。 而在这一关键节点，山高新能源(01250.HK)正以惊人的战略转身，精准卡位于"绿电"与"算力"的交汇处。其不再满足于单一能源供应商的角色，而是构建出 一张"三维能源网络"——以风光基地为基座（能源生产），以算力集群为引擎（能源消纳），以交通路网为血脉（能源融合），构筑起中国能源转型的"超 级样本"，意图执掌AI时代的能源命脉。 奠基——风光擎旗，抢占发展先机 万丈高楼平地起。 掌控AI时代的能源话语权，根基在于强大的绿色能源供给能力。 ...

Core Insights - The global silicon steel industry is experiencing significant growth, driven by increasing demand in the automotive and power sectors, particularly for electric vehicles and transformers [11]. Industry Development History - The silicon steel industry began developing in the late 19th century, with a shift from hot-rolled to cold-rolled oriented silicon steel initiated by the American Armco Steel Company in the early 1940s [1]. - By the 1960s to late 1980s, hot-rolled electrical steel was phased out in favor of cold-rolled oriented and non-oriented silicon steel, with advancements in non-oriented silicon steel technology [2]. Market Size and Growth - The global silicon steel market was valued at $30.7 billion in 2023, with a projected growth rate of 5.6%, leading to an estimated market size of approximately $32.4 billion in 2024 [4]. - The industry is characterized by high competition and concentration, with Asia expected to account for over 50% of the global market share [4]. Regional Development Patterns - China leads the oriented silicon steel market with a production capacity share of 56%, followed by Japan (11%) and the USA (7%) [6]. - In the non-oriented silicon steel market, China holds a dominant position with a 67% share, while other Asian countries collectively account for 17% and Europe for 15% [8]. Future Market Outlook - The silicon steel market is anticipated to maintain a growth trend, with a projected compound annual growth rate of 5%, potentially reaching a market size of $43.4 billion by 2030 [11].

Group 1: Solar Water Heater Issues - Solar water heaters were once popular for being eco-friendly and cost-effective, but their usage has declined due to performance issues in poor weather conditions [2][3] - Users experience dissatisfaction when solar water heaters fail to provide hot water during cloudy or winter days, leading to a negative user experience [2] - Maintenance costs for solar water heaters can be high, often approaching the cost of a new unit, due to frequent repairs needed after prolonged outdoor exposure [3] Group 2: Challenges in Solar Power Industry - The solar power industry in the U.S. has faced significant challenges, particularly after the repeal of key federal incentives under the Trump administration, leading to delays and reduced installation rates [4] - In China, while solar installation capacity has increased, the growth rate has slowed, and prices for key components like polysilicon and solar cells have dropped significantly, causing many companies to incur losses [5] - The solar thermal power sector has not seen significant new projects since 2020, with existing policies lacking continuity, which hampers further development [5] Group 3: Future Prospects - Despite current challenges, there are opportunities for growth in the solar industry, particularly through technological innovation and international cooperation, as evidenced by participation in events like the European International Solar Exhibition [6] - China is positioned as a leading player in the global photovoltaic market, with many companies showcasing innovative products and technologies [6]

日前，2025年墨西哥太阳能+储能展会在墨西哥哈利斯科州瓜达拉哈拉市会展中心闭幕。展会为期 三天，来自亚洲、美洲和欧洲三大洲的116家太阳能、储能和智能电网行业供应商和经销商参展。展会 提供了与相关领域专家面对面交流，研究探索实际业务的机会。中国是这次展会上参展企业数量最多的 国家，超过40家，来自中国的光伏电板、逆变器和支架等产品，引来众多分销商前来参观询问。 中国产品受墨西哥买家青睐 "近些年，我们看到中国生产商带来了越来越多价格合适，质量过硬的光伏产品。以我们公司为 例，我们向全国销售的30多个品牌的光伏产品中，绝大多数都是中国企业生产的。"墨西哥光伏太阳能 经销商"雷法克索公司"工作人员罗德里戈·鲁伊斯对记者表示，中国光伏企业现在非常注重产品质量， 无论是从产品材料铝的用量，散热器更好的质量，还是设备更好的组装，墨西哥最近看到的中国品牌， 都具有更高的设计和产品质量。 看到来往的买家上前询问商品情况及价格，罗德里戈在电子展版上一一介绍起该公司销售的中国光 伏产品的特性。作为中国海兴电力旗下子公司"利沃得"离网逆变器和并网逆变器的经销商之一，罗德里 戈对记者表示，"我们在克雷塔罗州的办公室测试了多款包括 ...

自特朗普执政以来，中美的关系一直走下坡路，甚至一度降到了冰点。 美国更是无所不用其极，关税战打的啪啪响，还在科技和教育等方面给予压力，但似乎没得到一个理想 的结果。 本以为没了退路，但还是出现了转机，中美顺利完成通话，特朗普也是在无意中给我们送上了惊喜。 与此同时，万斯也低下头，承认他们败了，到底是什么情况？ 一、中美通话也许是一个好开端 特朗普自从上台就总是大言不惭，非说中国会主动打电话求和，实际上真正等电话的人是美国。 不管是之前的日内瓦谈话，还是此次电联，主动把电话打过来的都是美方，由此可以看出，焦急的人并 不是我们。 近日外交部对外发布了通告，二十二号，美副国务卿兰多主动把电话打了过来，与我国的副外长马朝旭 进行通话。 这一次通话主要是谈了谈两国关系以及双方都在意的一些问题，同时两边都同意会保持沟通。 虽然只是一次简单的通话，并不能说明当前的贸易谈判有了突破口，不过"保持沟通"这4个简单的字却 能够释放出积极的信号。 在后续的磋商过程中，关税壁垒确实有所松懈，然而美国针对我国商品依然维持着比较高的关税。 当然，我国也不是吃素的，不可能甘愿做砧板上的鱼肉，因此采取了不少反制政策，其中最显著的莫过 于对稀 ...

Group 1: Gold Market Analysis - The gold market opened higher today, showing a complex trend influenced by the Federal Reserve's policy direction, which remains a key factor [1] - The Federal Reserve has maintained interest rates at 4.25%-4.5%, with core inflation still above target, leading to a stronger US dollar (currently around 101.98), which pressures gold prices [1] - If the Federal Reserve officials signal a dovish stance in the future, gold prices may receive a boost [1] - Geopolitical risks, including tensions in the Middle East and military dynamics in the Yellow Sea, may drive short-term safe-haven demand for gold [3] - However, easing US-China tariffs and expectations of a ceasefire in the Russia-Ukraine conflict could weaken market risk appetite, negatively impacting gold prices [3] - The largest gold ETF (SPDR) has shown frequent fluctuations in holdings, indicating significant market divergence [3] - Current gold prices are oscillating between $3280 and $3325, with key support at $3270 and resistance at $3325; a breakout above $3325 could lead to a rise to $3365, while a drop below $3270 may see prices fall to $3260 [3] Group 2: Silver Market Analysis - The silver market is experiencing price differentiation across different trading markets, influenced by an unclear global economic recovery outlook [4] - Geopolitical conflicts and trade tensions continue to disrupt the market, despite some countries implementing stimulus policies [4] - Industrial demand for silver is supported by its applications in photovoltaic and electronic industries, with steady growth in demand from the solar sector [4] - However, cyclical fluctuations in the electronics sector introduce uncertainty in silver demand [4] - Recent fluctuations in silver ETF holdings reflect investors' wavering confidence in the market [4] - Short-term support for silver prices is around $33 per ounce, with resistance seen at the $33.5-$33.8 per ounce range [6] - The MACD indicator shows signs of balance between bullish and bearish forces, while the RSI indicates a neutral to slightly bullish state [6] - The silver price is within an upward channel on the weekly chart, but faces resistance from previous highs, requiring strong trading volume for a breakout [6]

Core Points - The National Grid is accelerating the construction of key projects to ensure electricity supply during the summer peak, with significant progress in various regions [1][6] - The construction of UHV (Ultra High Voltage) projects is being prioritized to optimize the main grid and support the high-quality development of renewable energy [2][6] - The Ningxia to Hunan ±800 kV UHV DC transmission project is set to begin live testing, with a focus on ensuring zero defects in the system [3] - The Xinjiang ±800 kV UHV DC transmission project is expected to deliver over 36 billion kWh of electricity annually once operational [5] - The National Grid is working on 140 key projects to ensure reliable electricity supply during the summer peak [6] - The construction of pumped storage and new energy storage projects is being accelerated to support the transition to a clean and efficient energy system [13][17] Group 1 - The National Grid is maintaining construction momentum during the Dragon Boat Festival to ensure project timelines are met [1] - The National Grid has completed 39 UHV projects and is currently constructing 8 additional projects [2] - The Ningxia to Hunan UHV project is undergoing critical testing to ensure operational readiness [3] Group 2 - The Xinjiang UHV project is part of a larger initiative to enhance electricity transmission capabilities from renewable energy sources [5] - The National Grid is focusing on 140 key projects to enhance power supply reliability during peak demand [6] - The construction of the Denshuan pumped storage power station is progressing, with significant manpower involved [14] Group 3 - The Chengdu energy storage station has been completed, marking a significant advancement in the new energy system [15] - The National Grid is promoting the development of energy storage projects to improve grid stability and support renewable energy integration [17] - The company is collaborating with local enterprises to ensure the successful integration of energy storage systems into the grid [17]

Core Insights - Shenzhen Kexun Technology Co., Ltd. has signed a contract to settle in the Qizhi Dao Innovation Space, enhancing its market presence in the energy storage sector [1][7] - The company focuses on R&D to provide safe, efficient, and intelligent clean energy solutions, with a diverse product matrix including mobile energy storage systems and backup power sources [2][4] Company Overview - Kexun Technology was established in January 2019 and is headquartered in Shenzhen, specializing in the R&D and manufacturing of new energy battery cells and PACK assembly [2] - The company has achieved significant recognition, being designated as a national high-tech enterprise and a specialized and innovative small and medium-sized enterprise in Shenzhen [2] Product and Technology - The main product is a large-capacity mobile energy storage power supply, which supports various electronic devices in outdoor and home settings [3] - The company has developed a dual-stage fire and explosion protection system, improving safety efficiency by 200% and assembly speed to 12 seconds per unit [3][4] - Kexun Technology has made breakthroughs in three key technology areas: active protection for large-capacity lithium iron phosphate batteries, dynamic thermal management for high-power battery modules, and intelligent arrangement technology for portable energy storage [4] Market Performance - The company has seen steady revenue growth, with annual sales exceeding 100 million yuan in 2023 and 2024, and has established stable partnerships with several large enterprises [5] - Kexun Technology's market share for its main product is projected to reach 14.36% in 2023 and 18.35% in 2024, maintaining a leading position in the industry [1][5] Future Outlook - The company aims to leverage the opportunities presented by the energy storage industry during the "14th Five-Year Plan" period, focusing on technological advancements and market expansion [7] - Kexun Technology plans to enhance its R&D capabilities and digital transformation through resources available in the Qizhi Dao Innovation Space, aiming to become a globally competitive provider of portable energy storage solutions [6][7]