今天要跟大伙儿唠个硬核科技大新闻——中国科学家刚把光伏界"圣杯"钙钛矿给盘明白了！杭州纤纳光电带着浙大、浙理工的兄弟伙们，愣是把巴掌大的实 验室样品做成了足球场大的发电板，还登上了《科学》杂志封面。这事儿听着玄乎，但背后藏着能让电费打骨折的黑科技，搞不好你家明年装光伏不用再抠 搜算账了。 产业化这事儿咱们也玩出花来了。内蒙古库布其沙漠里，全球首座兆瓦级钙钛矿电站已经发电半年，高温天比传统硅板多发电31.9%，牧民现在放羊都带着 充电宝去蹭电。浙江渔场的更离谱，在鱼塘上铺满会发电的"塑料布"，既能养鱼又能供电，渔民老张头说："现在卖鱼送电费，客户抢着要。"最让我震惊的 是江西某服装厂，直接把钙钛矿织进冲锋衣面料，大太阳底下走俩钟头能给手机充满电，这哪是衣服啊，整个移动充电宝。 这事儿对老百姓有啥实在好处？这么说吧，要是全国5%的建筑幕墙换上钙钛矿玻璃，发的电够1.2亿家庭用整年。更别说那些总抱怨电车续航焦虑的车主， 以为车顶晒晒太阳就能续命200公里。最带劲的是分布式电站，农村自建房装个三十平屋顶，卖电收入可能比种地还稳当。 不过也别觉得这就稳了。现在全球盯着这块肥肉，日本在搞钙钛矿量子点，韩国猛攻叠层技术。但 ...

整合之后的吉曜通行，到2027年将形成70GWh产能规模，拥有桐庐、衢州、建湖、赣州、上饶、鹰 潭、宁国、枣庄8大生产基地。目前，吉曜通行还拥有行业最大的短刀电池产能。郑鑫表示："吉曜通行 连接了吉利电池产业发展的过去与未来，寄托了吉利人的'电池梦'。" 梦想正在照进现实。吉曜通行首次公布了全新中英文标识——吉曜通行ENERGEE，蕴含"ENERGY(能 源)"、"GEELY(吉利)"与"GREEN"三个单词迸发出的化学反应，承载了吉利对于绿色能源产业的未来畅 想。 5月29日，以"合力聚能，攀越新峰"为主题的吉曜通行全球生态日在浙江衢州隆重举行。继上海车展官 宣成立之后，吉曜通行此次公布了全新中英文标识——吉曜通行ENERGEE，系统性呈现了 以"GREEN"为核心的品牌价值观五大支柱，并发布了"金砖电芯超级混动系列"全新产品。生态日现 场，吉曜通行还展示出"8针同刺、坦克碾压、真弹贯穿"等军工级安全的极限测试，再次印证吉曜通行 以安全为核心的底层逻辑。近300名全球合作伙伴及嘉宾在现场共同见证。 一个品牌标识、五大价值支柱，"电池梦"照进现实 此次生态日上，吉利控股集团副总裁兼首席战略官、吉曜通行首席执行 ...

Group 1 - The meeting of the Provincial People's Congress Standing Committee was held in Xi'an, presided over by the Provincial Party Secretary Zhao Yide [1] - 60 members of the Standing Committee attended the meeting, meeting the legal attendance requirement [2] - Reports were presented on various topics including the implementation of science and technology progress laws, government debt management for 2024, and anti-corruption efforts [3] Group 2 - The meeting reviewed multiple legislative drafts including the waste classification management regulations and forest management regulations [4] - Additional reports included the examination of individual representatives' qualifications and various government budget adjustments [4] - A special lecture on hydrogen energy and zero-carbon smart energy systems was delivered by an academic expert prior to the meeting [6]

"很多人不了解中国有多强"——当马斯克在访谈中抛出这句话时，全球舆论场瞬间被点燃。这位以"第一性原理"颠覆多个行业的科技狂人，用最直白的语言 戳破了西方社会对中国的认知偏差。从发电量暴涨到人才储备井喷，从新能源革命到科技硬实力崛起，中国正以一种"静水深流"的姿态重塑全球格局。马斯 克的惊叹，恰似一面镜子，照见了西方世界对中国实力的集体误判。 光伏奇迹：中国掌控全球90%的多晶硅产能、70%的硅片生产，隆基绿能单晶硅片转换效率26.81%，打破世界纪录。 新能源汽车：比亚迪刀片电池穿刺实验0冒烟，宁德时代麒麟电池实现1000公里续航，直接改写行业标准。 马斯克预言："中国新能源汽车产业链已形成'黑洞效应'，未来全球每卖出三辆电动车，两辆将来自中国。" 现实反转：大疆无人机占据全球85%市场份额，核心技术专利超1.2万项；宁德时代动力电池装机量连续六年全球第一，客户涵盖特斯拉、宝马、奔 驰。 数据对比：中国高铁专利申请量是美德日总和的2.3倍，5G必要专利占比超38%，彻底撕掉"山寨"标签。 2. 盲区二：忽视中国体制的"超大规模优势" 抗疫启示：武汉火神山医院10天建成，背后是3.4万名建设者、500台机械的" ...

一场静悄悄的能源革命 谁能想到，曾经被视为"花瓶"的风电光伏，如今竟成为中国能源版图的主角？今年一季度，我国风电光伏装机容量达到惊人的14.82亿千瓦，首次超越传统 火电，这场能源革命来得如此迅猛又如此低调。站在河北曹妃甸的海岸边，看着那些高达百米的白色巨人优雅转动，我不禁思考：中国新能源产业是如何完 成这场华丽转身的？ 光伏领域同样精彩纷呈。从最初只能做低端组件组装，到现在全钙钛矿叠层电池光电转化率达到28.2%，刷新世界纪录，中国光伏企业用实力诠释了什么 叫"后来居上"。更令人振奋的是，这些成就不是靠补贴堆出来的，而是在激烈的市场竞争中淬炼出来的真本事。 创新密码：中国新能源崛起的核心动力 中国新能源产业的成功密码是什么？我认为首推"创新"二字。这不是口号式的创新，而是深入到产业链每个毛细血管的全面革新。 在甘肃酒泉的风电基地，我见过一个令人震撼的场景：128米长的风电叶片在戈壁滩上运输，需要专门设计的多轴运输车，沿途还要临时拆除收费站。这 种"疯狂"的背后，是中国企业在风电大型化竞赛中的不懈追求。全球最长叶片、最高塔筒、最大单机容量，这些世界纪录的不断刷新，展现了中国工程师的 智慧与勇气。 光伏领域的创 ...

Core Insights - China's wind and solar power installed capacity reached 1.482 billion kilowatts in the first quarter of this year, surpassing thermal power for the first time, marking a significant milestone in the country's energy structure adjustment [1] - The transformation of the wind and solar industry reflects China's commitment to advancing its energy revolution, focusing on building a clean, low-carbon, safe, and efficient energy system [1][2] - Innovation is key to unlocking energy transformation, with China achieving numerous world records in wind and solar technology, including the largest offshore wind turbine and the highest wind turbine tower [2] - China is actively participating in global green energy projects, collaborating with over 100 countries to promote sustainable development and clean energy technology [3] Group 1 - The installed capacity of wind and solar power in China has historically surpassed that of thermal power, indicating a deep adjustment in the energy structure [1] - The wind and solar industry's success is a reflection of China's practical actions towards energy revolution and high-quality development [1] - The commitment to innovation has led to breakthroughs in materials, design, and technology within the wind and solar sectors [2] Group 2 - China's efforts in renewable energy are not only focused on domestic development but also aim to benefit the global community, showcasing a commitment to global green transformation [3] - The country has established the largest and most complete renewable energy industrial chain, facilitating the export of solar and wind technology [3] - International recognition of China's leadership in renewable energy highlights its role as a significant contributor to global sustainable development [3]

2025年5月14日，以"开新篇、拓新局、创新绩"为主题的"第二十二届工程机械发展高层论坛"在 太原成功召开。会上，三一集团高级副总裁，营销赋能总部总监向儒安以《三化引领质赢未来： 探索工程机械行业高质量发展新路径》为题，作主旨演讲。 以下为演讲摘要。 大家上午好。下面我代表三一集团做报告。 首先是三一对行业形势的理解。工程机械行业仍然是机遇大于挑战的，且正面临两大千载难逢的 旷世机遇。一个是中华民族伟大复兴的中国梦，中国是世界最大的单一市场，也是最有潜力和想 象力的经济体。第二大机遇是第四次工业革命叠加第三次能源革命的超级技术窗口期。新一轮科 技革命迅猛发展，AI等技术飞速迭代，将深刻重塑着全球发展格局。而第三次能源革命也将带来 众多相关产业的兴起，成为经济增长的新引擎。两大革命叠加下，数智化、绿色化进程将不断加 快，也为经济全球化再度加速蓄积了强劲动能。 二是时代之变：我们正处于超级乌卡时代。 世界充满了不确定性、易变性、复杂性和模糊性，随 时可能出现"黑天鹅"和"灰犀牛"。 三是历史之变：经验无用。 中国经济转型换挡、进入新旧动能转换的长周期调整，工程机械行业 也面临着市场下行、同质化竞争、内卷外溢等多 ...

由AI技术驱动的能源革命，是技术进步与产业需求的深度融合，也是全球应对气候变化、实现碳中和 目标的必由之路。 在数字化与低碳化转型的背景下，AI技术正为全球能源产业变革注入强劲动能。智能机器人替代人 工，承担井下掘进、瓦斯监测、应急救援等高危作业；AI技术分析气象数据和历史发电记录，为风光 发电功率的精准预测提供科学依据；特种机器人在核能领域大显身手，承担起反应堆检测、核废料处理 等高风险任务。这些场景，未来将会越来越普遍。据国际能源署近日预测，到2026年，全球能源领域人 工智能需求将较2024年翻番。AI技术将助力构建更加安全、高效、清洁的现代能源体系。 AI技术赋能能源革命的三大核心路径 1.AI技术让能源生产更高效。 AI技术能够通过优化资源配置，大幅提升能源转换效率。以华为云为焦化企业开发的智能配煤系统为 例，该系统运用机器学习算法分析煤质数据，动态优化配煤方案。企业采用后，焦炭质量预测精度超过 98%，每吨生产成本降低30元，每年节省成本数千万元。 凭借在数据分析方面的优势，AI技术还能精准预测能源需求、天气变化对能源生产的影响，实现能源 生产的智能调度。同时，它能提前识别能源生产设备的异常状态和 ...

Core Viewpoint - CATL (Contemporary Amperex Technology Co., Limited) is set to launch its IPO on the Hong Kong Stock Exchange on May 20, 2025, marking a significant event in the market with strong backing from top-tier cornerstone investors, reflecting confidence in its leading position in the global new energy sector [1][3]. Group 1: IPO Details - CATL officially submitted its A1 application to the Hong Kong Stock Exchange on February 11, 2025, and received the overseas issuance listing approval from the China Securities Regulatory Commission on March 25, 2025, achieving the fastest record for overseas issuance approval in recent years [1]. - The cornerstone investors, including Sinopec, Kuwait Investment Authority (KIA), and Hillhouse Capital, have committed a total of HKD 20.371 billion, with a pricing range of HKD 263 per share, indicating strong market confidence in CATL's global leadership in the new energy sector [1][3]. Group 2: Market Position and Performance - In 2024, CATL maintained a global market share of 36.8% in power batteries, ranking first for eight consecutive years, and held a 40% share in energy storage battery shipments, also leading the market [4]. - The company's domestic power battery installation volume reached 246.01 GWh, with a market share of 45.08%, significantly outpacing its closest competitor, BYD, by 20 percentage points [4]. Group 3: Financial Performance - CATL reported a revenue of CNY 362 billion and a net profit of CNY 50.745 billion for the full year of 2024, reflecting a year-on-year growth of 15.01%. In Q1 2025, net profit increased by 32.85%, with a gross margin of 24.4% [8]. - As of September 2024, the company had cash reserves of CNY 281.8 billion, providing a strong financial foundation for global expansion [8]. Group 4: Business Strategy and Innovations - CATL's battery swapping business is seen as a core growth driver, with solutions for passenger and commercial vehicles already in place, and partnerships with major automakers to launch over 30 battery-swappable models [9]. - The company has made significant advancements in ultra-fast charging technology, with the introduction of the Shunxing PLUS battery capable of achieving 80% charge in just 10 minutes, addressing user range anxiety [13]. Group 5: Global Expansion and Sustainability - CATL has established 13 production bases globally, including in Germany and Hungary, with an annual production capacity of 646 GWh, and plans to allocate 90% of IPO proceeds to enhance local supply capabilities in Europe [14]. - The company leads the industry in carbon neutrality efforts, with 74.51% of its core operations powered by zero-carbon electricity and a high recycling rate for battery materials [14]. Group 6: Market Outlook - Despite strong fundamentals, there are differing opinions on CATL's valuation, with current A-share price earnings ratio around 16 times, lower than the previously predicted 50 times [14]. - The company is navigating potential challenges from competitors and geopolitical risks through strategic partnerships and joint ventures [15].

证券代码：002738 证券简称：中矿资源 中矿资源集团股份有限公司 投资者关系活动记录表 编号：2025-02 | 投资者 | □特定对象调研 □分析师会议 | | --- | --- | | 关系活 | □媒体采访 █业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | □现场参观 □其他 （电话会议） | | 参与单 | | | 位名称 | 通过深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn） | | 及人员 | "云访谈"栏目参与公司 2024 年度业绩说明会的网上投资者 | | 姓名 | | | 时间 | 年 月 日 15：00-17：00 2025 5 9 | | 地点 | 深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn）"云访谈"栏 | | | 目 | | | 董事长、总裁：王平卫 | | 上市公 | 董事、副总裁、董事会秘书：张津伟 | | 司接待 | | | | 独立董事：易冬 | | 人员姓 | 财务总监：姜延龙 | | 名 | 保荐代表人：曹方义 | | | 一、会议介绍 | | 投资者 | 2025 年 5 ...