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“宝马的发展始终与中国的发展同频共振”(见证·中国机遇) ——访宝马集团董事高乐
Ren Min Ri Bao· 2025-06-05 21:35
"中国汽车产业发展取得了令人瞩目的成就。"宝马集团董事高乐(外文名约亨·戈勒)日前接受本报记 者专访表示,中国汽车工业及自主品牌的成功,得益于中国过去几十年的顶层设计、战略规划,得益于 在供应链、生产制造、技术创新、品牌建设等方面构建了清晰的发展蓝图。 华晨宝马沈阳生产基地是宝马全球规模最大的生产基地和最先进的动力电池生产基地之一。高乐介绍, 自2010年以来,宝马在沈阳生产基地已累计投入约1160亿元人民币,彰显了该基地对于宝马的战略意 义。他说:"我多次访问沈阳,深切感受到那片热土的发展活力。" 高乐对中国新能源汽车产业的发展赞赏不已。"中国双碳目标对全球汽车产业格局产生了积极影响,与 宝马集团战略高度契合。"高乐表示,他每年都参加由中方主办的世界新能源汽车大会,这一平台对推 动实现双碳目标至关重要。"中国在新能源汽车和智能网联汽车上保持技术开放,在降低碳排放的同时 实现市场可持续发展。"他注意到,最近3个月,中国新能源乘用车零售渗透率均超50%。"这正是技术 开放策略成功的最佳印证。根据用户需求和地域特点灵活配置技术路线,这一经验值得欧洲借鉴。"高 乐说。 "我们深信,在这个高度互联的时代,没有任何企业 ...
标杆案例 | 探秘海博思创构网型储能电站如何实现1+1>2
海博思创· 2025-06-05 18:19
在彩云之南的红土秘境深处,创新的力量始终蓬勃涌动。云南省麻栗坡县面临着日益突出的电力供 需矛盾,随着高比例新能源大规模接入,当地电网不仅要应对电压频率波动等挑战,还要解决电力 时空分布不均的问题,因此迫切需要建设规模化储能设施,以实现电能跨时段的高效调配。 构网型储能助力构建更强电网 相较于传统跟网型储能,构网型储能能够感知电网动态,实现对电网波动的精细化主动调控。 依托海 博思创深厚的研发技术积淀,其构网型储能技术能使变流器模拟同步机动态特性,提供等效的电网主动 支撑 ,可快速响应电网惯量需求,通过实时电压调节、动态频率支撑等功能,全方位增强了电网的韧 性与稳定性。 在交付方面, 基于海博思创全业务链的一站式解决方案能力 ,麻栗坡县储能项目创新应用了全流程项 目管理交付体系。通过进度管控、质量监督、安全保障等多维度管理,确保了项目的高效落地。 近日,海博思创在云南省麻栗坡县的 100MW/200MWh 新型共享储能项目成功投运。该项目创新性 地采用了 海博思创构网型储能技术与 "磷酸铁锂 + 全钒液流" 混合技术路线 ,将储能系统的快速响 应、高效充放电以及长周期稳定运行有机结合,为构建 "源网荷储" 一体 ...
数千亿元电网投资 勾勒能源变革新版图
Zheng Quan Ri Bao Zhi Sheng· 2025-06-05 16:39
Core Insights - The rapid growth of renewable energy installations in China is facing challenges in grid integration and utilization, leading to significant waste of green energy [1][3][4] - The State Grid Corporation of China plans to significantly increase its investment in grid infrastructure to enhance the capacity for renewable energy integration, with a projected investment exceeding 650 billion yuan in 2025 [2][5] - The utilization rates for solar and wind energy have declined recently, indicating a mismatch between generation capacity and grid absorption capabilities [3][4] Investment Trends - Both major grid companies, State Grid and China Southern Power Grid, are set to invest record amounts in 2025, with State Grid's investment surpassing 650 billion yuan and Southern Grid's fixed asset investment reaching 175 billion yuan [2] - In 2024, State Grid's investment exceeded 600 billion yuan, resulting in the successful operation of several high-capacity transmission lines, enhancing cross-regional transmission capabilities [5] Renewable Energy Utilization - The utilization rates for solar and wind energy have decreased from 98.0% and 97.3% in 2023 to 93.9% and 93.2% in the first four months of 2025, respectively [3][4] - The need for improved grid infrastructure is critical to ensure that renewable energy can be effectively transmitted and utilized [4] Technological Innovations - The development of a new type of distribution system is underway to accommodate large-scale distributed solar and wind energy integration, with a focus on enhancing system flexibility and intelligence [6][9] - The integration of advanced technologies, such as 5G and quantum computing, is being explored to optimize grid operations and enhance energy quality [10][11] Industry Opportunities - The ongoing investment in grid infrastructure is expected to benefit various sectors within the energy supply chain, including equipment manufacturing and smart technology applications [2][7][8] - Chinese companies are increasingly looking to expand into international markets, capitalizing on the global shift towards renewable energy and smart grid solutions [11]
2025年面向工业互联网的算力网络研究报告-工业互联网产业联盟
Sou Hu Cai Jing· 2025-06-05 15:37
Core Insights - The report explores the integration of computing networks with the industrial internet, emphasizing the development of a new type of infrastructure that supports industrial production and management [1][28]. Group 1: Background and Trends of Computing Networks - The digital economy and industrial digital transformation require high-quality network connections and powerful computing capabilities, with the industrial internet serving as a support for this transformation [2][29]. - The "East Data West Computing" initiative and new infrastructure projects demand enhanced network and computing infrastructure, highlighting the need for computing networks that reflect these integration demands [2][30]. - Computing networks, emerging from the fusion of 5G and edge computing technologies, are a domestically originated innovation aimed at achieving a new type of information infrastructure [2][30][31]. Group 2: Current Status and Application Scenarios of Computing Networks - Computing networks have become a focal point in the industry, with operators and research institutions establishing development routes and frameworks, achieving initial results in core technology areas [2][31][33]. - Application scenarios include Cloud VR video services, V2X vehicle networking, and green low-carbon initiatives, all benefiting from the collaborative capabilities of computing networks [3][37][38]. Group 3: Collaborative Development of Industrial Internet and Computing Networks - The industrial internet network is divided into internal and external networks, with computing infrastructure including central clouds and edge clouds [4][48]. - The integration of computing networks and the industrial internet promotes mutual enhancement, with the industrial internet driving the application of computing networks in vertical industries [4][48]. Group 4: Key Technologies in Computing Networks for Industrial Internet Applications - Key technologies include computing measurement, network awareness, integrated scheduling, in-network computing, and digital twin systems [6][50]. - These technologies aim to unify and flexibly schedule network and computing resources, ensuring task processing and service consistency [6][7]. Group 5: Vision and Outlook - The vision for computing networks within the industrial internet is to create a new generation of integrated infrastructure that meets the demands of new industrial applications [7][28]. - The current stage is seen as a starting point, requiring collaboration across the industry to drive technological breakthroughs [7][28].
专访安永刘国华:推动行业标准统一 我国积极引导资金流向绿色低碳领域
Zheng Quan Shi Bao Wang· 2025-06-05 13:45
Core Viewpoint - The article discusses the challenges and opportunities for Chinese companies in climate information disclosure and the significance of the newly proposed guidelines for sustainable disclosure in promoting low-carbon transformation and aligning with international standards [1][3][6]. Group 1: Challenges in Climate Information Disclosure - Chinese companies face challenges in climate information disclosure, including the complexity of data collection and management, lack of professional talent, and insufficient understanding of international standards [2][3]. - Issues such as dispersed data sources and varying data quality complicate data integration and analysis [2]. - The shortage of personnel skilled in climate risk management, carbon accounting, and ESG reporting limits companies' progress in climate disclosure and low-carbon transformation [2][3]. Group 2: Significance of the New Guidelines - The proposed guidelines for sustainable disclosure mark a critical step in standardizing climate information disclosure in China and aligning it with international standards [3][4]. - The guidelines aim to enhance transparency in climate risk management, directing funds towards green and low-carbon sectors, and accelerating the low-carbon transition of companies [3][4]. - By providing clear disclosure requirements, the guidelines promote uniformity in sustainable disclosure standards, reducing confusion and uncertainty caused by differing standards [3]. Group 3: Impact on Corporate Strategy and Risk Management - The guidelines introduce a dual disclosure framework that considers both the impact of climate on companies and the reverse effect of corporate activities on climate [5]. - This framework encourages companies to proactively plan for low-carbon transitions, transforming compliance costs into core competitive advantages [5]. - Companies can leverage green energy to reduce long-term energy costs and develop low-carbon products to capture emerging market shares [5]. Group 4: International Influence and Adaptability - The guidelines not only fill a gap in climate information disclosure standards for developing countries but also offer a model for global climate governance through a "disclosure-driven transformation" approach [6][7]. - The design of the guidelines incorporates the principle of "common but differentiated responsibilities," providing flexibility for developing countries in implementing disclosure standards [7]. - The combination of mandatory and voluntary disclosures, along with incentives from carbon markets and green finance, offers a governance model for other developing nations facing regulatory challenges [7]. Group 5: Future Trends and Implementation - The implementation of the guidelines is expected to bring systemic changes to climate governance for Chinese companies, prompting adjustments in operational models and value chain management [8]. - Companies are advised to establish dedicated ESG departments, integrate climate risk management into strategic planning, and conduct comprehensive carbon footprint assessments [8]. - The government is encouraged to create carbon data management platforms and explore connections between disclosure data and existing policy tools, while industry associations can develop targeted disclosure guidelines based on sector-specific characteristics [8].
国家管网集团竟还是绿电创造者?
Zhong Guo Dian Li Bao· 2025-06-05 10:12
Group 1 - The core viewpoint emphasizes the commitment of the National Petroleum and Natural Gas Pipeline Group to ecological protection and green development, showcasing various initiatives across different regions to promote a beautiful China through a green pipeline network [1][2][4][8] Group 2 - The company is actively integrating green development concepts into its operations, focusing on wastewater, waste gas, and solid waste management to explore innovative ecological governance paths in the energy sector [4][5] - The establishment of a carbon control system and various emission reduction projects demonstrates the company's commitment to achieving carbon neutrality and enhancing environmental quality [2][3] Group 3 - The company has transitioned from being a purchaser of green electricity to a creator, with significant green electricity procurement and innovative projects that generate renewable energy [3] - The company is involved in ecological restoration efforts, including habitat protection and biodiversity enhancement, through various initiatives such as vegetation restoration and artificial wetland construction [6][7][8] Group 4 - The company emphasizes the importance of employee participation in ecological protection, engaging in activities such as fish stocking in rivers and tree planting to extend corporate responsibility to social accountability [8]
国网陇南供电公司:减碳护绿“电”先行 环保宣传入人心
Zhong Guo Neng Yuan Wang· 2025-06-05 09:42
Core Viewpoint - The company actively promotes environmental awareness and green practices through various activities, showcasing its commitment to ecological responsibility and sustainable development [1][5]. Group 1: Environmental Awareness Activities - On June 5, the company organized diverse environmental promotion activities under the theme "Beautiful China, I Go First," including exhibitions, knowledge dissemination, and distribution of promotional materials to educate employees and the public about environmental concepts [1]. - The company set up themed exhibition boards in its main hall and conducted offline promotional activities in various districts, covering topics such as "dual carbon" goals, eco-friendly technologies in power grids, and biodiversity protection [3]. - The company engaged with local communities by distributing eco-friendly merchandise and addressing public concerns regarding "dual carbon goals," "energy conservation," and "new energy utilization" [3]. Group 2: Integration of Environmental Protection - The company integrates ecological environment protection into all aspects of power grid planning, construction, and operation, contributing to ecological restoration projects in the region [4]. - The company emphasizes the importance of environmental knowledge among its project teams, focusing on regulations related to dust control, soil conservation, and wildlife protection [3][4]. Group 3: Future Commitment and Impact - The company aims to enhance its long-term environmental protection mechanisms and explore pathways for the coexistence of new energy development and biodiversity conservation [5]. - The successful execution of the promotional activities has improved the overall environmental awareness within the company and reinforced its image as a responsible state-owned enterprise [5].
陇原乡村美 百姓日子甜——国网甘肃电力多措并举全面助力乡村振兴
Zhong Guo Neng Yuan Wang· 2025-06-05 09:41
初夏时节,微风和煦,村道两旁,绿树成荫,乡间田野间处处洋溢着希望与活力,一幅 幅生态宜居、欣欣向荣的和美乡村画卷正在陇原大地徐徐铺开。 近年来,国网甘肃省电力公司深入贯彻落实《中共中央、国务院关于学习运用"千村示 范、万村整治"工程经验有力有效推进乡村全面振兴的意见》精神,积极履行央企责任,大 力实施农网巩固提升工程,做强做优定点帮扶和乡村振兴工作,以优质可靠电力赋能乡村产 业发展,为和美乡村建设提供坚强保障。 国家电网甘肃电力(张掖电骆驼)连心桥共产党员服务队队员在蔬菜大棚内向种植户讲 解安全用电常识。 程刚 摄 农网强支撑 乡村添动力 6月4日,在武威市民勤县西渠镇玉成村,国网武威供电公司施工人员正于10千伏114煌 辉线紧张有序的开展配农网工程建设,现场一派热火朝天的忙碌景象。该工程将为"三农"发 展注入充足电能,全力助推乡村振兴与农业现代化建设。 农村电网是乡村全面振兴的重要基础设施,实施农村电网巩固提升工程,提升农村地区 电力保障水平,是更好满足人民美好生活需要的内在要求。国网甘肃省电力公司持续实施农 村电网巩固提升工程,不断提高农村供电服务保障水平。今年计划完成65亿元配农网工程建 设项目,较20 ...
硅产业链新闻动态
中国有色金属工业协会硅业分会· 2025-06-05 08:10
公开资料显示,大晟新能源成立于2023年9月,专注于异质结、钙钛矿/异质结叠层的技术研 发与产品制造,面向全球市场提供高效可靠、高性价比的太阳能光伏电池与组件,以及贯穿光伏电 站全生命周期的整体解决方案。 2023年11月,大晟新能源智能制造基地项目正式签约浙江安吉经济开发区,2024年2月,大 晟新能源与迈为股份举行异质结电池设备采购合同签约仪式。根据协议约定,大晟新能源将向迈为 股份采购1.2GW高效晶硅异质结电池整线生产设备,应用于公司浙江安吉异质结制造电池项目一期 工程。2024年7月,大晟新能源与上市企业乐通股份、东方江峡产投签署战略合作框架协议,拟在 安吉联合成立研究院,专注于钙钛矿/HJT叠层电池技术的研发及在新能源领域展开更为广泛的合 作。2025年2月20日,上市企业乐通股份在接受投资者提问时表示:公司目前持有合资公司大晟新 能源12.5%的股权,控股股东大晟资产持有35.5%的股权。根据协议,公司有权在大晟新能源项目 投产及销售稳定后以"原价加合理利息"的方式受让大晟资产30.5%的股权,届时将实现对大晟新能 源的并表。 3、 Heliene美国第三条组件产线投运 产能增至1.3GW 1、 ...
趋势研判!2025年中国人造石材行业产业链、发展现状、竞争格局及行业发展趋势分析:市场规模不断增长,未来发展前景广阔[图]
Chan Ye Xin Xi Wang· 2025-06-05 01:42
Industry Overview - Artificial stone is an artificial composite material that has become a major decorative material in the construction and decoration field due to its cost and performance advantages, with a broad development prospect [1][6] - The Asia-Pacific region, represented by China, is currently the largest market for artificial stone production and sales globally [1][6] - The market size of China's artificial stone industry is projected to reach 63.577 billion yuan in 2024, with resin-based artificial stone accounting for 46.494 billion yuan and inorganic artificial stone for 17.083 billion yuan [6][8] - The market size is expected to grow to 64.164 billion yuan in 2025, with resin-based artificial stone at 46.679 billion yuan and inorganic artificial stone at 17.485 billion yuan [6][8] Industry Development Trends - The green and low-carbon development of inorganic artificial stone will be a future trend, driven by global "dual carbon" goals [1][6] - The increasing strictness of environmental policies, consumption upgrades, and technological advancements have led to rapid growth in the artificial stone industry in recent years [6][8] - The global artificial stone market is expected to reach 25.15 billion USD in 2024, with the Asia-Pacific region accounting for 12.516 billion USD [1][6] Industry Chain Structure - The upstream of the artificial stone industry includes raw materials such as unsaturated polyester resin, stone fillers, and cement, as well as auxiliary materials like catalysts, curing agents, and pigments [8][10] - The midstream involves the production of artificial stone, while the downstream applications primarily include construction real estate and decoration, covering residential, hotel, restaurant, shopping mall, and hospital sectors [8][10] Competitive Landscape - The artificial stone industry has a low concentration level with numerous market entrants, leading to intense competition [14][18] - Major companies in the domestic artificial stone industry include Guangdong Zhongqi New Materials Co., Ltd., Guangzhou Golandi New Materials Co., Ltd., and Guangdong Bitto New Materials Technology Co., Ltd. [14][18] Key Companies - Guangdong Zhongqi New Materials Co., Ltd. is the first A-share listed company in the artificial stone sector, focusing on green and environmentally friendly artificial stone research and manufacturing [17][18] - Guangzhou Golandi New Materials Co., Ltd. specializes in the research, production, and sales of quartz stone and artificial stone, with multiple production bases across China [17][18] - Guangdong Bitto New Materials Technology Co., Ltd. has established modern industrial bases in Guangdong, Hubei, and Jiangxi, focusing on high-end surface material innovation [20][21] Technological Development Trends - The future direction of artificial stone development includes high strength, green environmental protection, non-toxic, radiation-free, wear resistance, fire resistance, and durability [22] - Continuous advancements in scientific research and technology application are enhancing the performance and functionality of artificial quartz stone products, with a focus on automation and intelligence in production [22]