Workflow
新能源化
icon
Search documents
2025年我国安全应急装备产业有望成为万亿级产业
Xin Hua Cai Jing· 2025-05-21 12:05
Group 1 - The manufacturing industry is considered the foundation of the nation, with a focus on "new energy, intelligence, greening, and clustering" at the "2025 Special Vehicle and Emergency Industry Development Conference" held in Suizhou, Hubei [1][2] - The market size of China's safety emergency equipment industry is steadily growing, expected to exceed 920 billion yuan in 2024 and reach a trillion yuan level by 2025 [1][2] - Suizhou aims to leverage its advantages in special vehicle production to build a comprehensive safety emergency industry chain worth 100 billion yuan, focusing on "complete vehicle manufacturing + core components + application services" [1][2] Group 2 - The conference highlighted the importance of developing autonomous brands in special vehicles, general vehicles, and commercial vehicles, emphasizing the role of artificial intelligence in enhancing manufacturing capabilities [2] - The automotive industry is transitioning from a mere transportation tool to a mobile intelligent terminal, storage unit, and digital space, driven by a new round of technological revolution and industrial transformation [2][3] - The special vehicle industry is entering a new development stage, with a clear trend towards lightweight vehicles and significant changes in market demand structure [3] Group 3 - The conference also featured the launch of Suizhou's star products in the special vehicle sector, along with a promotional push for the "special vehicle + emergency" industry, resulting in the signing of 15 projects worth a total of 22 billion yuan [4] - The event was guided by the China Machinery Industry Federation and involved multiple organizations, showcasing the collaborative effort in promoting the special vehicle and emergency industry [4][5]
宁德时代曾毓群:新能源汽车、换电生态进入爆发阶段,正研究零碳电网技术
Mei Ri Jing Ji Xin Wen· 2025-05-20 03:53
《每日经济新闻》记者在宁德时代港股上市现场看到,宁德时代董事长、CEO曾毓群和副董事长周佳共同敲锣。 曾毓群在发言时表示,全球零碳交通是一个万亿元级的市场,正在爆发。当前全球交通体系正在重构,新能源汽车以及换电生态正进入爆发阶段,低空经 济、电动船舶等领域方兴未艾。而零碳电力体系迎来了前所未有的机遇,也面临巨大挑战。众所周知,今年4月发生的西班牙大停电暴露了当前电网柔性调 控能力较弱、储能配备不足,尤其是缺乏构网型支撑等普遍问题。"我们正在全力以赴地研究零碳电网技术,包括电力电子柔性调控虚拟电厂的技术,要打 造出新型的零碳电力系统,让零碳科技惠及千家万户。" 曾毓群提到,全球产业新能源化是零碳经济的最大增量,今年宁德时代所有的电池工厂将实现碳中和,同时宁德时代也对外输出了技术和解决方案,推动钢 铁、水泥、化工等传统产业的新能源化。 每经记者|黄婉银 每经编辑|陈俊杰 5月20日,全球领先的动力电池和储能电池企业宁德时代正式在香港联交所主板挂牌上市。此次宁德时代港股IPO(首次公开募股)的发行价格为每股263.00 港元,共发行1.356亿股,每手100股。截至发稿,宁德时代股价涨幅为14.60%,报301.6 ...
新华财经晚报:中美经贸高层会谈在瑞士日内瓦开始举行
Xin Hua Cai Jing· 2025-05-10 10:10
·中美经贸高层会谈在瑞士日内瓦开始举行 【重点关注】 ·国家统计局:2025年4月份CPI环比由降转涨核心CPI涨幅稳定 ·4月中国中小企业发展指数小幅回落 ·宁德时代近日通过AS9100航空航天质量管理体系认证,该认证是由国际航空航天质量集团(IAQG) 制定的全球航空航天领域最高质量标准。 宁德时代方面表示,在国家大力发展低空经济的战略背景 下,该认证的获得,意味着宁德时代在无人机、eVTOL等新兴市场拥有了国际化资质保障,将进一步 推动全球新能源化进程。 ·工商银行积极承销和投资首批科技创新债券,在首批公告发行的36个科技型企业、股权投资机构类项 目中,工商银行担任主承销商项目12个,募集资金将投向半导体、集成电路、高端装备制造等领域,专 项支持科技创新领域。 ·宁德时代拿下航空业"通行证" 【国内要闻】 ·当地时间10日上午,中美经贸高层会谈在瑞士日内瓦开始举行。中共中央政治局委员、国务院副总理 何立峰作为中美经贸中方牵头人,当天与美方牵头人、美国财长贝森特举行会谈。 ·国家统计局数据显示,4月份,居民消费价格指数(CPI)环比由上月下降0.4%转为上涨0.1%,同比下 降0.1%,降幅与上月相同。核 ...
专访深向创始人兼CEO万钧:我命由我不由天 高科技中有颗武侠心
Core Insights - DeepWay launched two new models, the Starry Sky II and Starry Path, at a spring product launch event in Hefei, China, highlighting their self-developed three-electric system and advancements in intelligence [2] - The commercial vehicle industry, particularly heavy trucks, is undergoing structural changes alongside overall market adjustments, with a strong emphasis on electrification [4][5] - The penetration rate of new energy heavy trucks has exceeded 20% in the first four months of the year, indicating a rapid shift towards electrification in the commercial vehicle sector [6] Industry Trends - The commercial vehicle market has seen a mild recovery, but overall scale remains below previous peaks due to changes in industrial structure and emerging industries [5] - The demand for road transportation is stable and expected to grow with the national economy, although the types and forms of transportation will adjust according to macroeconomic changes [5] - The rapid turnover rate of commercial vehicles, with an estimated 10%-12.5% of the existing fleet being updated annually, presents a significant opportunity for new energy vehicles [5] Competitive Landscape - The competition in the commercial vehicle sector is intensifying, with new entrants in the new energy heavy truck market and traditional manufacturers accelerating their strategies [8] - DeepWay views competition as a necessary phase for industry maturation and is committed to leveraging it for growth [8][9] Company Strategy - DeepWay's core competitive advantages include self-research and production of key components, an internationalization strategy aiming for over 60% of sales from overseas by 2030, and a focus on intelligent systems to enhance operational efficiency [9][10] - The company emphasizes the importance of artificial intelligence in logistics and transportation, aiming to improve operational efficiency and reduce costs through smart fleet management [11]
亚太科技(002540) - 2025年5月8日业绩说明会
2025-05-09 08:00
Financial Performance - The company achieved a revenue of CNY 7,432,576,105.61 in 2024, representing a year-on-year growth of 4.53% [4] - The net profit attributable to shareholders was CNY 462,883,318.15, with a net profit excluding non-recurring gains and losses of CNY 442,822,551.89 [4] - The company plans to distribute a cash dividend of CNY 2.00 per 10 shares, totaling CNY 247,136,126.80 [2] Strategic Development - The company aims to capture opportunities in high-end aluminum applications in sectors such as automotive, aerospace, marine engineering, and new energy [3] - A long-term development strategy is in place to enhance global market share and improve product offerings [3] - The company is focusing on technological innovation and optimizing product structure to build core competitiveness [6] Market Position and Industry Outlook - The company is a key supplier in the global automotive thermal management and lightweight system components market [8] - The automotive industry is undergoing a transformation towards efficiency, cleanliness, and smart technology, presenting new opportunities [8] - The company is positioned to leverage its advantages in automotive thermal management and lightweight materials to capitalize on industry trends [8] Challenges and Responses - The company faced delivery challenges due to reduced capacity from a subsidiary, which reported a revenue decline of 16.45% [7] - Ongoing projects include a high-performance aluminum alloy project and several automotive component manufacturing initiatives [7] - The company is actively working on enhancing its production capabilities to mitigate the impact of capacity reductions [5]
2025年中国客车海外市场发展报告:全球化征程——中国客车品牌出海新格局与战略机遇(精华版)
Tou Bao Yan Jiu Yuan· 2025-05-06 14:23
头豹市场研读 | 2025/03 观点摘要 近年来,中国客车品牌在海外市场快速扩张,展现出强劲的增长态势。2024年,中国10座及 以上客车出口量同比增长16%,多个品牌在东南亚、中东、非洲等市场占据重要份额。随着全球新能 源化浪潮兴起,中国客车企业凭借技术和成本优势,在国际市场竞争中逐步确立领先地位。然而, 面对复杂的国际形势和各国政策法规要求,中国客车出海之路仍面临诸多挑战。如何在全球化进程 中实现可持续发展?是技术创新还是本土化战略更为关键? 本报告主要聚焦中国客车品牌的海外市场发展现状,深入分析全球客车市场格局,探讨了中 国客车企业的国际化路径与竞争策略,并对新能源客车出海机遇与挑战进行了系统研究,同时对未 来发展趋势做出预判。 头豹市场研究| 2025/03 www.leadleo.com 2025年中国客车海外市场发展报告: 全球化征程——中国客车品牌出海新 格局与战略机遇 2025 Bus Overseas Market Development Report 2025年中国バス海外市場発展レポー (精华版) 报告标签:一带一路、新兴市场、新能源客车、品牌输出 撰写人:马天奇 报告提供的任何内容( ...
2025年中国客车海外市场发展报告:全球化征程:中国客车品牌出海新格局与战略机遇
Tou Bao Yan Jiu Yuan· 2025-05-06 12:41
头豹市场研究| 2025/03 www.leadleo.com 2025年中国客车海外市场发展报告: 全球化征程——中国客车品牌出海新 格局与战略机遇 2025 Bus Overseas Market Development Report 2025年中国バス海外市場発展レポー (精华版) 报告标签:一带一路、新兴市场、新能源客车、品牌输出 撰写人:马天奇 报告提供的任何内容(包括但不限于数据、文字、图表、图像等)均系头豹研究院独有的高度机密性文件 (在报告中另行标明出处者除外)。 ,任何人不得以任何方式擅自复制、再 造、传播、出版、引用、改编、汇编本报告内容,若有违反上述约定的行为发生,头豹研究院保留采取法 律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、 商标,头豹研究院无任何前述名称之外的其他分支机构,也未授权或聘用其他任何第三方代表头豹研究院 开展商业活动。 头豹市场研读 | 2025/03 观点摘要 近年来,中国客车品牌在海外市场快速扩张,展现出强劲的增长态势。2024年,中国10座及 以上客车出口量同比增长16%,多个品牌在东南亚、中东、非洲等市场占 ...
五菱工业:创新驱动展实力 多元布局向未来
首先在底盘模块方面,五菱工业构建了乘用车电驱动系统与微、轻、中型车电动桥四大产品平台,具备偏轴、同轴、完全同轴多种减速器结构类型的自 主研发能力。此次车展重点展示的T型电驱桥、高度集成电控系统及新一代电驱桥产品三大核心技术,彰显其在该领域的全产业链布局与硬核实力。其中, 第二代同轴式电驱桥历经5年精心研发而来。作为代表未来整体式电动桥发展方向的产品,其相较分体式电驱桥,实现重量减重 10% 以上、体积缩小 30%、 噪音降低 5 分贝,显著提升乘坐舒适性,五菱工业也成为国内首家实现同轴式电驱桥商业化落地的企业,引领行业技术潮流;专为新能源轻型商用车定制开 发的T 型电驱桥,采用行星排+螺旋伞齿轮两级减速设计,兼具动力、空间、轻量化优势,有效破解轻卡电动化转型中的续航与载重痛点;四合一电控系统 则以高集成度与严苛安全标准重新定义商用车电控技术,支持OTA升级与智能能量管理,赋能智能驾驶。 in A WULING INDUS 声污虫 18,2 un 0 r � 6 13 4 r 4 e = t Gol 服务 e ● A ● s 汽车 PD SP a w 6 ▲ D 99 C No 0 ( f 0 0 1699 I ...
机器人行情后版块重点推荐-机械
2025-03-03 03:15
Summary of Key Points from the Conference Call Industry Overview - The mechanical sector, particularly the robotics segment, has shown significant growth since the Spring Festival, despite recent market adjustments. The overall outlook remains optimistic due to improving fundamentals, reasonable valuations, and strong annual and quarterly reports from industry companies [2][42]. Key Companies and Their Performance Excavator Market - The domestic excavator market is expected to see a year-on-year sales increase of over 70% in February, with a combined growth of approximately 37% for January and February. This growth is driven by rural demand, high-standard farmland construction, and small infrastructure projects [3][2]. - SANY Heavy Industry is projected to achieve a domestic growth rate of 10%-20% and maintain similar export growth. The company is launching a new series of excavators in Europe and the U.S. and is enhancing its competitiveness in overseas mining through operations in Indonesia [5][2]. - XCMG Group leads in the mining equipment sector, having signed overseas orders exceeding 3 billion RMB in the second half of last year, which will contribute to revenue recognition this year [6][2]. - LiuGong has improved its domestic excavator market share from over 8% to over 14% post-restructuring, with steady profitability improvements. The company is focusing on cost reduction and efficiency enhancements [7][2]. - Hengli Hydraulic is benefiting from land rights issues and collaborations with Tesla, with expectations of becoming a key supplier for humanoid robots [13][2]. - China Power is excelling in the marine engine sector, with expectations of significant profit growth by 2025 due to acquisitions and a focus on new energy servo motors [17][2][18]. Injection Molding Machine Industry - The injection molding machine sector performed better than expected in February, with leading companies reporting over 50% year-on-year order growth in a single month and over 20% growth overall for January and February. The growth is supported by large-scale equipment upgrades and domestic demand [40][2]. Additional Insights - The agricultural machinery sector is expected to grow due to increased crop yields and land consolidation, with significant investments in high-end machinery driven by government policies [22][23]. - Zhejiang Dingli has benefited from reduced tariffs and is expected to see significant sales growth in the U.S. market, with a strong performance anticipated in 2025 [25][2]. - The shipbuilding sector remains a focus, with companies like China Power and Jiangsu Hantong expected to perform well due to ongoing demand for new vessels and the aging global shipping fleet [16][20]. Recommendations - Key companies to watch include SANY Heavy Industry, XCMG Group, LiuGong, Hengli Hydraulic, and China Power in the mechanical sector. In the lithium battery equipment sector, companies like Xian Dai Intelligent and Haopeng Technology are recommended. The export chain includes companies like Haomai Technology and Zhejiang Dingli, while the shipbuilding sector highlights China Power and Jiangsu Hantong [42][2].
新刊速递 | 《工程机械》2025年第1期
工程机械杂志· 2025-01-08 06:13
2025年第1期 第56卷 总 第615 期 智能化 基于机器视觉的车辆外廓尺寸与位置测量方法研究* 王欣凯 1 ,张 鹏 2 ,胡晓旭 1 ,郑明刚 1 1.山东建筑大学机电工程学院;2.山东时风(集团)有限责任公司 摘 要|为提高现有的运输车车厢内机械手自动取样的工作安全性和取样精度,需要提高车厢尺寸测量精度。 针对传统的运输车车厢尺寸测量技术存在的局限性和精度不高的问题,提出采用激光雷达检测运输车车厢尺寸 的方法。通过外形扫描、点云处理、点云聚类对运输车点云做出车头、车厢分割,对分割后得到的特定点云进 行实时计算输出所需尺寸参数,并在实车上验证了系统的精度和可靠度。研究结果表明利用激光雷达可以有效 改进对运输车车厢尺寸的测量精度,对机械手进行车厢内货物自动取样等工作有着积极意义。 关键词:运输车;激光雷达;车辆外廓尺寸测量 基于Vision Master与S7 1200的无人挖掘机识别与定位控制系统设计与实现* 孙小肖,李钢,刘金鑫,覃卓卓,吴嘉鹏 南京工程学院机械工程学院 摘 要|为实现挖掘机对目标物体的识别、定位以及挖掘作业,设计挖掘机目标识别与定位控制系统,并对挖 掘机进行运动学建模,在Visio ...