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台积电全球扩厂提速:明年10厂齐发;中国首座26米智能型主动波浪补偿栈桥交付丨智能制造日报
创业邦· 2025-11-27 03:51
5.【苹果势将超越三星,重夺全球最大智能手机制造商桂冠】11月26日消息,据Counterpoint Research称,得益于新款iPhone系列的成功发布以及消费者升级设备的热潮,苹果公司将在十多年 来首次重新夺回全球最大智能手机制造商的桂冠。研究人员表示,新机型吸引了更多人升级换代,在 中美市场的销售同比增幅均达两位数。根据Counterpoint的数据,这一增长将推动苹果今年超越其长 期竞争对手三星电子有限公司。2025年iPhone的出货量预计增长10%,而三星的增幅料为4.6%。 1.【贵州首个直流"建筑充电宝"成功运行】11月24日,南方电网贵州电网公司电力科创园近零碳示 范区光储直柔示范工程成功并网投运,标志着国家重点研发计划项目"基于'光储直柔'的低碳园区多能 协同与碳管控技术研究与应用"取得重大突破。这是贵州省首个投入运行的直流"建筑充电宝",为我 国低碳园区建设提供了可复制、可推广的实践范例。"光储直柔是集成光伏发电、储能系统、直流配 电和柔性用电四大模块的新型建筑能源技术体系,核心是将建筑从'能源消耗者'转变为'产储调碳汇 者'。"南方电网贵州电网公司专家委员会专职委员谈竹奎介绍,该技 ...
A股晚间热点 | 促进新能源集成融合发展!能源局发文
智通财经网· 2025-11-12 14:33
Group 1: New Energy Development - The National Energy Administration issued guidelines to promote integrated development in the new energy sector, aiming for significant improvements in reliability and market competitiveness by 2030 [1] - Emphasis on centralized site selection for large-scale renewable energy projects, including solar and wind, to enhance efficiency [1] - Promotion of building-integrated photovoltaics and collaboration with emerging industries like new materials and high-end equipment manufacturing to create a new industrial ecosystem [1] Group 2: NAND Flash Memory Market - Major NAND flash memory manufacturers, including Samsung and SK Hynix, are planning to collectively reduce supply and increase prices by 20% to 30% after a year of stagnant prices [2] - This price increase is expected to positively impact the storage sector, which has been under pressure due to low pricing [2] Group 3: Foreign Investment in Chinese Stocks - Foreign institutional investors increased their holdings in Chinese stocks, with the top 40 global investment institutions reaching a 1.1% stake, the highest level since Q1 2023 [3] - This trend indicates growing confidence in the Chinese market, despite previous skepticism regarding foreign investment [3] Group 4: Key Projects in New Industries - The State Administration for Market Regulation and the Ministry of Industry and Information Technology announced the first batch of ten key measurement projects to support the development of new productive forces in various high-tech industries [4] - Focus areas include information technology, artificial intelligence, aerospace, and renewable energy, addressing significant measurement challenges [4] Group 5: Flying Car Production - The first electric vertical takeoff and landing flying car factory with a production capacity of 10,000 units has begun trial production in Guangzhou, marking a significant step in the low-altitude economy [5] - The factory's production line can produce one flying vehicle every 30 minutes, indicating potential for large-scale manufacturing in the future [5] Group 6: Agricultural Bank Market Milestone - Agricultural Bank's market capitalization surpassed 3 trillion yuan, making it the first bank in A-shares to enter the "3 trillion club" [6] - This milestone reflects the dominance of banking stocks in the A-share market, raising questions about the balance of investment in technology versus traditional sectors [6] Group 7: Performance of Industry Sectors - From October 28 to November 12, 21 out of 31 major industry sectors saw positive performance, with basic chemicals, oil and petrochemicals, and power equipment leading the gains [7] - In contrast, technology-focused indices like the STAR 50 and ChiNext Index experienced declines of approximately 7.1% and 3.5%, respectively [7] Group 8: Express Delivery Industry Growth - During the "Double 11" shopping festival, express delivery volume reached a record high of 13.938 billion packages, with a daily average of 634 million packages, representing a 17.8% increase over regular business volume [8] - The express delivery industry is expected to see multiple rounds of price increases due to rising costs and regulatory support against excessive competition [8] Group 9: Company Announcements - Positive announcements include Baijiu Shen Zhou reporting a net profit of 1.139 billion yuan for the first three quarters [9] - Negative announcements include Shanong Chip's shareholder reducing holdings, which may impact stock performance [9]
解码青岛集中供冷的新能源“武器”
Qi Lu Wan Bao· 2025-07-31 21:16
Core Insights - The article highlights the innovative use of centralized cooling systems in Qingdao, specifically the Zhongtian Hengda Building, which utilizes magnetic levitation cooling technology to maintain a comfortable environment without traditional air conditioning units [2][3] - Qingdao has implemented various renewable energy technologies across 19 locations, achieving significant energy savings and carbon reduction [2][7] Group 1: Centralized Cooling Technology - The Zhongtian Hengda Building is the first existing building in China to implement a "light-storage direct-flexible" project, achieving a reduction in grid dependency by over 50% during peak summer periods [2][3] - The building's rooftop is equipped with photovoltaic panels that generate 157,000 kWh annually, covering 40% of its cooling electricity needs, and the system has improved overall energy efficiency by 14% [3] - The project has been recognized as an excellent case by the United Nations Development Programme and has been adopted in 12 other parks across the country [3][7] Group 2: Diverse Applications of Cooling Technology - Various projects in Qingdao utilize different technologies tailored to specific environments, such as seawater source heat pumps at the Olympic Sailing Center and a combined ground and air source heat pump system at China University of Petroleum [5][6] - The Qingdao Municipal Hospital has upgraded its cooling system to high-efficiency centrifugal chillers, resulting in a carbon reduction of 218 tons annually [6] Group 3: Benefits of Centralized Cooling - Centralized cooling systems demonstrate significant land resource savings, with a 50% reduction in land use compared to traditional systems that require individual cooling units [7] - The total annual electricity savings from centralized cooling in Qingdao exceeds 8 million kWh, with a carbon reduction of 1,500 tons [7] - The average energy savings for commercial buildings is 35%, while residential areas achieve a 41.8% reduction [7] Group 4: Challenges and Future Prospects - While centralized cooling is increasingly adopted in new residential areas, retrofitting existing buildings poses challenges, including high costs and the need for unanimous consent from building owners [7][8] - The article emphasizes the need for supportive policies to facilitate the expansion of centralized cooling systems in older urban areas [7][8]
海水、地源、空气源、磁悬浮……解码青岛新能源“集中供冷”
Qi Lu Wan Bao Wang· 2025-07-28 11:50
Core Insights - The article highlights the innovative use of centralized cooling systems in Qingdao, showcasing various technologies such as seawater source heat pumps, ground source heat pumps, and magnetic levitation cooling systems to achieve energy efficiency and carbon reduction [1][4][8] Group 1: Centralized Cooling Technologies - The Zhongtian Hengda Building in Qingdao utilizes a magnetic levitation cooling system, achieving a comfortable environment without traditional air conditioning units, demonstrating a significant upgrade in energy efficiency [2][3] - The seawater source heat pump system at the Olympic Sailing Center provides cooling for 17,600 square meters, with an energy efficiency ratio of 4.5, which is 1.5 times that of traditional air conditioning [4][5] - The China University of Petroleum (East China) employs a combined ground and air source heat pump system, reducing operational costs by 25% and achieving a carbon reduction of over 80 tons annually [5][6] Group 2: Environmental Impact and Efficiency - Qingdao's centralized cooling systems collectively save over 8 million kWh of electricity annually and reduce carbon emissions by 1,500 tons, with commercial buildings averaging a 35% energy savings [7][8] - The Zhongtian Hengda Building's project has been recognized by the United Nations Development Programme as an exemplary case, achieving a carbon reduction equivalent to planting 7,400 trees [3][8] - The implementation of these systems not only provides cooling but also contributes to the dual goals of energy efficiency and carbon neutrality, aligning with national policies promoting sustainable energy solutions [8]
海南首个“光储直柔”机场项目落地博鳌
Hai Nan Ri Bao· 2025-07-18 01:01
Core Viewpoint - Hainan Tianeng Power Company has successfully completed the filing for two photovoltaic projects at airports, marking a significant step in the integration of renewable energy in Hainan's transportation infrastructure [2][3] Group 1: Project Details - The Qionghai Boao International Airport project features a 5.18MW solar energy storage and direct current integration system, making it the first of its kind in Hainan and the second nationwide [2] - The project will utilize approximately 31,100 square meters of idle space at the airport, including rooftops and parking lots, and is expected to generate an annual electricity output of 6.49 million kilowatt-hours [2] - The Sanya Phoenix Airport project will implement a 667kW photovoltaic power station using BIPV technology on 2,823 square meters of idle rooftop space, with an estimated annual electricity generation of 843,200 kilowatt-hours [3] Group 2: Strategic Implications - These projects align with Hainan's green low-carbon development strategy and the national "dual carbon" goals, showcasing Tianeng Power's commitment to sustainable energy solutions [2] - The implementation of these energy systems is expected to significantly reduce energy procurement costs and carbon emissions for both airports, enhancing the overall efficiency and safety of their energy supply [3]
(乡村行·看振兴)山西临汾:“电”亮小山村 “碳”寻振兴路
Zhong Guo Xin Wen Wang· 2025-06-11 15:23
Group 1 - The article highlights the transformation of Duan Village in Shanxi Province through modernization and green initiatives, showcasing a successful model of rural revitalization [1][2][4] - The State Grid Shanxi Electric Power Company invested over 16.42 million yuan to upgrade the village's power infrastructure, including a 1.2 MW rooftop solar power system and energy storage solutions, achieving 100% green energy usage [2][3] - The village has seen significant improvements in living standards, with residents utilizing modern appliances and engaging in e-commerce through live streaming, leading to increased income [2][4] Group 2 - Collaboration with Shanxi Agricultural University has led to the establishment of a standardized sheep breeding demonstration base, utilizing old cave dwellings and integrating solar power for sustainable farming practices [3] - The village has implemented comprehensive sanitation improvements, including the construction of public toilets and a sewage treatment system, achieving a 100% household sanitation rate [4] - Infrastructure enhancements include the installation of a rural road traffic management system, public amenities, and the introduction of 5G network coverage, contributing to the overall development of the village [4]
供电服务优 乡村发展有奔头
Core Insights - The village of Duan in Shanxi Province has successfully implemented a "source-network-load-storage" microgrid system, achieving 100% green electricity usage and generating over 600,000 yuan annually for the village collective [1] - The State Grid Shanxi Electric Power Company invested over 16.42 million yuan to upgrade the village's power infrastructure, including a 1.2 MW rooftop solar power system and a flexible direct current microgrid [3] - The village has partnered with Shanxi Agricultural University to develop a standardized livestock breeding demonstration base, utilizing old cave dwellings for sheep farming and integrating solar power for energy efficiency [5] Investment and Infrastructure Development - The investment of 16.42 million yuan by the State Grid Shanxi Electric Power Company has enhanced the village's electrical supply, enabling the use of modern appliances and supporting local businesses [3] - The construction of a standardized breeding base and modern vegetable greenhouses has been supported by an additional investment of 7.6 million yuan and 5 million yuan, respectively, promoting sustainable agricultural practices [5] Social and Environmental Improvements - The village has implemented a "toilet revolution," converting traditional toilets to water toilets, achieving a 100% coverage rate for household sanitary toilets, and improving overall sanitation [8] - Infrastructure improvements include the installation of a sewage treatment network, public facilities, and enhanced road conditions, contributing to a significant uplift in the village's living environment [8]