本土制造筑牢竞争力根基 周二，特朗普在卡内基梅隆大学举办的首届宾夕法尼亚能源与创新峰会上明确表态："今天的承诺将确 保未来的设计、建造和制造都在宾夕法尼亚州、匹兹堡、美国这里完成。" 这番话传递出美国将本土作 为人工智能与能源基建发展核心阵地的决心。众多企业纷纷响应，官宣了各自的投资计划，涵盖新建数 据中心、发电及电网基础设施升级，还有人工智能培训和学徒计划等多个方面。特朗普透露，部分企业 已获得许可，一些设施也已动工建设。值得关注的是，特朗普计划在下周发表一场关于人工智能的重要 演讲，与此同时，其政府正在对一项行动计划进行最后的完善。知情人士透露，预计特朗普会在该计划 发布后签署一项行政命令，以推动政策落地。 在美国宾夕法尼亚州，一场关乎人工智能与能源未来的投资盛宴正拉开帷幕。前总统唐纳德・特朗普在 此期间，对总额超 920 亿美元的人工智能和能源基础设施投资表示热烈欢迎，并且着重强调了自己为提 升美国在人工智能领域竞争力所付出的努力。这一系列动作，无疑是美国在相关领域布局的重要一步。 （触手可及的全球并购投资交易资讯管家） 热 今日头条资讯 数据中心与能源网络双线发力 黑石集团（BX.US）在此次投资热潮 ...

2025 年 7 月 15 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 宏观经济及公司点评 2025 年 7 月 15 日 全球市场观察 招银国际研究部 邮件：research@cmbi.com.hk 敬请参阅尾页之免责声明 请到彭博 (搜索代码: RESP CMBR )或 http://www.cmbi.com.hk 下载更多研究报告 1 周一（7 月 14 日）中国股市上涨，机器人板块爆发，医药股强势反弹，公 用事业、能源与材料涨幅居前，地产、金融与通讯服务下跌。大宗商品普涨， 国债期货下跌，人民币走平。 中国 6 月社融存量、信贷与 M1 增速反弹，显示中国经济延续复苏，2 季度 经济数据可能好于预期，3 季度货币政策宽松的可能性下降，降准降息可能 推迟至 4 季度。6 月商品出口同比增长 5.8%好于预期，进口增长 1.1%， Labubu带动玩具出口破百亿，稀土出口创 2009年来最高，铁矿石进口创年 内新高，钢铁二季度出口创纪录。 字节跳动将开发一种轻便型混合现实设备，与 Meta 公司计划 2027 年推出 的一款产品类似。京东健康首个线下医美自营诊所在北京亦庄开业，第二家 ...

特朗普将在宾州宣布700亿美元投资，旨在加速AI与能源布局。 7月14日，据媒体援引官员透露，特朗普计划于周二在宾夕法尼亚州匹兹堡郊外的一场活动中，正式宣 布总额达700亿美元的人工智能与能源投资。 媒体指出这些投资将来自多家公司，涵盖新数据中心的建设、发电能力的扩张、电网基础设施升级，以 及相关的人工智能培训项目和学徒计划。此次活动由共和党参议员David McCormick在卡内基梅隆大学 主办，名为首届"宾夕法尼亚能源与创新峰会"。 据报道，包括贝莱德的Larry Fink、Palantir科技的Alex Karp、Anthropic的Dario Amodei、埃克森美孚的 Darren Woods以及雪佛龙的Mike Wirth在内的多达60位AI与能源行业高管预计将出席。 私营部门投资推动AI发展 报道指出，在特朗普他们看来，充足的电力供应与国家安全密切相关，对于保持美国在人工智能主导权 竞赛中的全球领先地位至关重要。 据报道援引知情人士透露，贝莱德的Jon Gray预计将在峰会上宣布一个价值250亿美元的项目，用于数 据中心和能源基础设施开发，并成立一家合资企业以增加发电量。该项目预计每年创造60 ...

Core Viewpoint - The "North Gas Southward" energy corridor in China has achieved a cumulative gas transmission volume of over 100 billion cubic meters, marking a significant milestone in the country's energy infrastructure development during the 14th Five-Year Plan period [1] Group 1 - The energy corridor stretches from Heihe in Heilongjiang province to Shanghai, passing through nine provinces and municipalities [1] - Construction of the corridor began in September 2014, with the northern section commencing operations in December 2019 [1] - Initial daily gas transmission capacity was 15 million cubic meters, which is projected to increase sixfold by 2024 upon full operation of the corridor [1] Group 2 - The corridor is expected to benefit over 400 million people along its route [1]

美国白宫：特朗普签署备忘录，旨在简化能源基础设施以及关键矿产和材料项目的资金筹措。 ...

Core Viewpoint - Yutong Technology's wholly-owned subsidiary, Hong Kong Yutong, plans to invest up to $12 million in the China Renewable Power Infrastructure LPF fund, which focuses on renewable energy infrastructure projects such as solar and wind power [1] Group 1 - The investment amount by the subsidiary is capped at $12 million [1] - The fund primarily targets investments in solar, wind, and related energy storage projects [1] - The target size of the fund is set at a maximum of $650 million [1]

Core Viewpoint - The White House officials advocate for the U.S. Department of Energy's loan office to provide funding for oil and gas infrastructure projects [1] Group 1 - The U.S. Department of Energy's loan office is seen as a potential source of financial support for the development of oil and gas infrastructure [1] - This initiative is part of a broader strategy to enhance energy security and support domestic energy production [1] - The focus on oil and gas infrastructure funding reflects the administration's recognition of the ongoing importance of fossil fuels in the energy landscape [1]

文 | 张冰冰 编辑 | 阿至 2023年8月开始生效的欧盟《新电池法案》规定，生产者要承担废电池回收责任，包括建立回收网络并支付处理费用。2031年底前钴、镍等关键金属的回 收率需达到95%，锂回收率需达80%。而目前国内头部电池回收企业普遍已经实现镍钴金属回收率95%以上，锂综合回收率90%以上。 林晓总结，与新能源汽车、电池等行业产品出口不同，电池回收企业出海本质上是服务出口，从而保障"新三样"的产品出口。 「博萃循环」LFP多组分回收线 36氪获悉，苏州博萃循环科技有限公司（以下简称「博萃循环」）近日宣布B轮融资新增数千万元投资，新增B轮投资方为太平科创基金，此前博萃循环 已完成近亿元B轮领投方的交割，截至目前B轮已累计完成过亿元融资。资金将用于产品研发，以及海外项目合作。 「博萃循环」成立于2019年5月，从预处理、金属提取、分离纯化、材料再生等环节，提供电池关键材料循环利用的全套解决方案。创始人林晓曾经为中 国科学院过程所研究成员，研究方向为关键金属分离和电池材料绿色制造等，并获国家技术发明奖。 目前「博萃循环」已在亚太、欧洲、北美、中东等十余个国家开展业务，为十余家能源领域的世界500强、国内外 ...

Group 1 - The first pumped storage power station in Guangxi, Nanning Pumped Storage Power Station, has successfully commenced operation, establishing a stable energy transmission channel for clean energy storage and delivery, expected to store and transmit approximately 1.51 billion kilowatt-hours of clean energy annually [1] - The project faced challenges such as complex geographical crossings and tight schedules, leading to the innovative use of "smart machinery + drones" for construction, significantly enhancing line construction efficiency [1] - In 2023, the Southern Power Grid Guangxi Electric Power Company plans to invest over 14.5 billion yuan in grid construction, continuing the construction of more than 300 key transmission and transformation projects above 110 kV, with a total line length exceeding 5,500 kilometers, marking a new high in the "14th Five-Year Plan" [1] Group 2 - The construction of the 220 kV external power supply project for the railway traction station from Chongzuo to Pingxiang is progressing, with the project utilizing drones and collaborative machinery to improve construction efficiency by 30%, currently reaching 61% completion [2] - The Nanning pumped storage power station is a key project under the national "14th Five-Year Plan," with a total investment exceeding 8 billion yuan and an installed capacity of 1.2 million kilowatts, scheduled for completion by the end of this year [2] - Currently, there are eight pumped storage projects under construction in Guangxi, with a total scale of 10 million kilowatts, and the use of advanced technologies has significantly improved construction efficiency and reduced risks [3]

Core Insights - The establishment of charging stations in rural areas is enhancing the convenience of electric vehicle (EV) users and boosting local tourism [1][2][3] - The local government and power companies are actively collaborating to implement tailored charging solutions for different villages [1][2] - The increase in charging infrastructure has led to a significant rise in tourism revenue and the number of visitors using EVs [2][3] Group 1: Charging Infrastructure Development - A total of over 2,000 public charging stations have been built in rural areas of Quzhou, achieving full coverage in all towns, with nearly 80% of villages equipped with charging facilities [3] - The charging stations are strategically located based on community needs, with a focus on public areas such as cultural squares and village committee parking lots [1] Group 2: Impact on Tourism and Local Economy - During the "May Day" holiday, the village received over 4,000 visitors, generating more than 1 million yuan in tourism revenue, a 37% increase year-on-year, with 32% of visitors arriving in EVs, up nearly 20 percentage points from the previous year [2] - The presence of charging stations has become a competitive advantage for local tourism, as accommodations are now promoting the availability of charging facilities to attract EV-driving tourists [2]