证券日报网1月6日讯 ，广哈通信在接受调研者提问时表示，公司在电力调度系统、抽蓄数字化、电力 设备X射线检测及国防某指挥通信系统等领域均保持了较高占有率。公司通过研发、品牌、服务等方面 持续打造核心竞争优势。研发方面，公司多年保持高比例研发投入，近五年研发投入率在15%以上，为 新型电网、数字国防等重要领域的行业用户提供"三位一体"解决方案，持续保持技术与产品的行业领先 性。在品牌方面，公司是首批进入指挥调度通信市场的厂商之一，具备超过三十年的技术、产品、市 场、制造、管理的深厚底蕴。此外，公司多年来精心打造的服务体系深得客户的信赖。公司服务体系实 现了全天候不间断响应，满足2小时内抵达省级以上客户现场，24小时内到达所有客户现场的服务要 求。 （文章来源：证券日报） ...

Group 1 - Meta is applying for a power trading license from the U.S. government to commit to long-term power purchases from new power plants and to reduce risks by reselling some power in the wholesale market [1] - Other companies, including Microsoft and Apple, are also seeking power trading licenses, with Apple already having obtained one [1] - The urgency of AI computing power demand and the global push for carbon emission reductions are expected to drive a significant cycle in clean power and new grid construction over the next 3-5 years [1] Group 2 - In China, the demand for virtual power plants is rapidly growing, with annual investment market space exceeding 10 billion yuan [2] - The China Electricity Council predicts that the maximum power load in China will reach 1.63 billion kW and 2.01 billion kW by 2025 and 2030, respectively, with an estimated investment demand of 6.71 billion yuan based on a 3-5% adjustable load target [2] - Companies like Canaan Intelligent and Jiawei New Energy are actively participating in the construction and operation of virtual power plants, promoting diversified, intelligent, and efficient energy utilization [2]

Group 1: New Energy Vehicles - The new energy vehicle sector is expected to enter a new upward cycle starting in 2025, driven by improvements in supply-demand structure and price stabilization within the industry chain [6][7] - Key drivers include changes in demand structure, diversification of application scenarios, and the release of a new vehicle cycle overseas [6] - The introduction of high-voltage fast-charging and extended-range models is expected to increase the battery capacity per vehicle, expanding applications beyond passenger cars to include heavy trucks, engineering machinery, and electric ships [6][7] Group 2: Energy Storage - The energy storage market is anticipated to grow significantly due to declining prices of lithium batteries, inverters, and photovoltaic components, making "photovoltaic + energy storage" economically viable in many countries [4][10] - The global energy storage market is projected to maintain an upward trend, with expected annual shipments surpassing 600 GWh and growth rates exceeding 20% by 2026 [10] - The domestic energy storage market is expected to reach an economic turning point following policy reforms, while emerging markets in Asia, Africa, and Latin America are becoming new growth areas [10][11] Group 3: Industrial Automation - The industrial automation sector is experiencing stable growth, with structural opportunities arising from the recovery of the new energy sector since 2025 [14][15] - The demand for high-performance power supply for AI data centers is driving growth in AIDC (Automated Identification and Data Capture) and robotics [15] - Companies are extending their existing technology into robotics, with a focus on humanoid robots and advanced motor technologies such as axial flux motors [15][16] Group 4: Power Equipment - The investment climate for domestic power grids is expected to remain positive, with a projected CAGR of around 7% for grid investment from 2026 to 2027 [17][19] - The focus on high-voltage direct current (HVDC) and flexible direct current transmission is expected to drive significant investment in the power grid [17] - The export potential for power equipment remains strong, with a 23% year-on-year increase in exports from January to August 2025, driven by global demand for renewable energy and grid modernization [19]