当英国《金融时报》以近乎颤抖的笔触写下前所未有的惊叹——中国，即将成为人类历史上第一个"电力王国"，从依赖化石燃料转变成依靠电力驱动的国 家。2024年，中国发电量超过10万亿千瓦时，相当于2.5个美国、5个印度！ 当澳大利亚广播公司瞠目结舌地发现——中国仅今年4月的太阳能发电装机容量（45.2GW），就超过澳大利亚的装机容量总和。5月再翻倍达到93GW！ 2025年上半年，中国新增发电装机容量达到290GW，远超德国的总装机量（263.4GW）。 而美国电价正在以创纪录的速度上涨。过去10年，美国居民平均电价累计上涨超三成，加州涨幅最大，达到惊人的96%。2025年，缅因州暴涨36.3%，康涅 狄格州涨幅达18.4%，全美平均电费也上涨超6%，在全美通胀中"遥遥领先"。2025年美国家庭的年度电费支出，将从2022年的1683美元，上涨到超过1900美 元！而且多家大型公用事业公司还在申请上调电价，美国电价仍会狂飙失控。 带队参加世界人工智能大会（WAIC）之后，美国投资者、人工智能专家马睿（Rui Ma）彻底被中国震撼了。 马睿表示，AI竞赛"或许已经结束了"。因为中国能够为数据中心提供充足的电力，而美国 ...

市场全天冲高回落，三大指数微幅上涨。 盘面上，机器人概念股反弹，精工科技、天和磁材涨停，肇民科技、东土科技涨超10%。汽 车零部件概念涨幅居前，神通科技、万向钱潮、圣龙股份、天龙股份涨停。医药股持续活 跃，哈三联、润都股份涨停。算力概念股一度反弹，恒润股份涨停。下跌方面，可控核聚变 概念跌幅居前，中洲特材、合锻智能跌超5%。军工股领跌，航发动力跌停。 值得注意的是，A股成交额今日罕见跌破万亿元。 沪深两市全天成交额974 5亿，较上个交易 日缩量15 7 8亿，这也是时隔5 0个交易日后再度跌破1万亿，创年内第二地量。 今晚， 美国总统特朗普宣布关税细节。美国的对等关税到底是个什么情况，各方资本肯定都 在担忧。 花旗认为市场预期在1 0 - 1 5%，如果高于此区间则是利空，低于此区间为利好。 主要有两大原因： 美国银行认为， 4月4日，美将发布非农就业数据，涉及到经济衰退问题，所以今晚川普有可 能淡化"毛衣"影响。 0 1机器人王者归来 机器人概念股再度活跃，精工科技涨停，东土科技、肇民科技、秦川机床、振邦智能、双林 股份等个股涨幅居前。 消息面上，宇树科技发布Unitr e e De x5灵巧手，具备单手 ...

Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases. Notably, the A-share trading volume fell below 1 trillion yuan for the first time in 50 trading days, reaching 974.5 billion yuan, a decrease of 157.8 billion yuan from the previous trading day, marking the second lowest volume of the year [1] Robotics Sector - The robotics sector saw a rebound, with stocks like Jinggong Technology and Tianhe Magnetic Materials hitting the daily limit. Other notable performers included Zhaomin Technology and Dongtu Technology, which rose over 10%. The market is responding positively to innovations such as the Unitr e e De x5 dexterous hand from Yushutech, which features 20 degrees of freedom and can perform complex tasks [4][5] - The demand for exoskeleton robots is increasing due to aging populations and labor shortages, creating a significant market opportunity [4] Electric Power Sector - The electric power sector is experiencing renewed interest, with stocks like Mingxing Electric and Hunan Development hitting the daily limit. This is attributed to seasonal trends and the ongoing energy reform [6][7] - The establishment of a new power system is essential, focusing on integrating renewable energy sources like solar and wind, which are less stable compared to traditional energy sources [9][10] - Key areas of focus include: 1. **Grid Upgrades**: Investment in ultra-high voltage and smart grid technologies, with companies like China West Electric and XJ Electric benefiting from increased orders [12] 2. **Energy Storage**: The energy storage market is expected to double this year, with companies like CATL and BYD leading the charge [13] 3. **Virtual Power Plants**: These can aggregate scattered power resources for market trading, with companies like Hengshi Technology and Guoneng Rixin positioned for growth [14] 4. **Green Power Operators**: Companies like Three Gorges Energy and Longyuan Power are well-positioned to benefit from rising green electricity prices [15]