Group 1 - The first electric vehicle battery swap station for heavy trucks, a collaboration between China Petroleum and Ningde Times, has officially opened in Fuzhou, enhancing the efficiency of electric heavy truck logistics along the coastal corridor [2] - A breakthrough in quantum computing has been achieved with the production of silicon-based quantum chips exceeding 99% fidelity in semiconductor factories, marking a significant step towards practical quantum computers [2] - The first fully domesticated silicon photonic chip toolkit has been released, enabling companies to shorten R&D cycles and reduce manufacturing costs, with performance meeting mass production requirements [2] Group 2 - A new high-capacity mobile energy storage system, capable of charging six vehicles simultaneously, has been launched in Chongqing, demonstrating versatility for various applications including emergency rescue and temporary power supply [2]

Core Viewpoint - The collaboration between traditional energy leaders and new energy giants in "zero-carbon new infrastructure" is becoming a new trend, exemplified by the launch of a battery swap station by Sinopec and CATL [1] Group 1: Company Collaboration - Sinopec and CATL have officially launched their first battery swap station, located at the intersection of G15 Shenhai Expressway and 324 National Road [1] - This station is a key node in the national battery swap network for heavy-duty trucks, primarily serving heavy-duty vehicles traveling along the G15 Shenhai Expressway [1] Group 2: Infrastructure Impact - The new battery swap station connects major transportation arteries between the Yangtze River Delta and the Pearl River Delta, enhancing logistics efficiency [1] - It effectively serves important logistics hubs such as Jiangyin Port and Putian Port, becoming a crucial energy supply point for the north-south electric heavy-duty truck freight network [1] Group 3: Environmental Benefits - The operation of this battery swap station will facilitate the establishment of a green freight corridor along the coast, significantly improving the energy replenishment efficiency for electric heavy-duty trucks in coastal highway freight [1]

凭借全球领先的绿色算力创新方案，上海临港海底数据中心项目于今年4月成功入选国家发改委《绿色低碳先进技术示范项目清单(第二批)》。该 项目实现了"海上风电直供绿电+海水自然冷却"双技术融合创新，是将海洋冷却、风电供能、模块化建设与智能化运维深度融合的颠覆性方案，将 充分利用海上风电资源，为海底数据中心提供绿色、稳定的电力供应，同时借助海洋冷源的冷却优势，降低数据中心的能耗，实现海上绿电与海 底算力的协同发展。 6月17日，由中交三航局二公司参建的上海临港（600848）海底数据中心示范项目EPCI工程在南通举行开工仪式。该项目作为全球首个海上风电 融合型海底数据中心零碳新基建标杆，将助力上海在算力基础设施绿色化、低碳化领域达到国际前沿水平。 据悉，上海临港海底数据中心项目总投资16亿元，建设总规模24兆瓦，分两期建设。一期示范项目规模2.3兆瓦，设计PUE不高于1.15，绿电供给 率超90%，主要建设内容为拆除并重建陆上集控中心，新建1座立式数据舱，敷设2条35千伏主海缆。 项目建设期间，中交三航局二公司将发挥在港航领域特有的技术优势、装备优势和人才优势，注重强化安全引领、科学管理、动态调控、生态优 先的施工举 ...

Core Viewpoint - CATL's ambitious strategy focuses on high investment in technology innovation, expanding production capacity, and ecological chain investments to redefine its role in the energy revolution and promote its zero-carbon new infrastructure strategy [1][4]. Financial Performance - In 2024, CATL reported revenue of 362 billion yuan, a year-on-year decrease of 9.7%, while net profit attributable to shareholders was 50.7 billion yuan, an increase of 15.0% [3]. - The revenue decline was attributed to falling prices of raw materials like lithium carbonate, while profit growth was driven by technological optimization that reduced operating costs by 15.6% year-on-year [3]. - The gross margin for power batteries increased by 5.8 percentage points to 23.9%, and for energy storage batteries, it rose by 8.2 percentage points to 26.8% [3]. Investment and Expansion Strategy - CATL's R&D investment reached a record high of 18.6 billion yuan in 2024, indicating a strong commitment to innovation [4]. - The company plans to go public in Hong Kong to broaden its financing channels and enhance its global presence [4]. - CATL is expanding into new sectors, including aviation, humanoid robots, semiconductors, and wind energy [4]. Zero-Carbon New Infrastructure - CATL's zero-carbon new infrastructure strategy focuses on three main directions: panoramic integration, sustainability, and a global new ecosystem [5]. - The company aims to leverage its battery technology to expand into various applications, including energy storage, commercial vehicles, and eVTOLs, creating a "power + storage + intelligence" ecosystem [6][7]. Production Capacity and Market Share - In 2024, CATL's battery installation volume exceeded 250 GWh, maintaining a global market share of 37.9% for the eighth consecutive year [7]. - The company plans to achieve an effective production capacity of 810 GWh by 2025, with a target output of around 750 GWh [8]. Collaborative Efforts and Ecosystem Development - CATL is actively collaborating with various industries to create a zero-carbon ecosystem, including partnerships for electric logistics and smart mining solutions [9][10]. - The company is involved in building the world's first high-proportion green electricity supply zero-carbon industrial park in Dongying, Shandong, with a planned capacity expansion [10]. Globalization and Licensing Model - CATL is breaking down global barriers through its LRS model, providing patent licenses, technology, and service support to global automakers and battery manufacturers [11][12]. - The LRS model has been successfully replicated with several automotive and battery manufacturers in Europe and the U.S., supporting local production capacity [13]. Tools for Zero-Carbon Strategy - CATL's zero-carbon strategy relies on enhancing its battery technology and collaborating with multiple stakeholders to build a zero-carbon ecosystem [14]. - The company is advancing its second-generation sodium-ion battery technology, which is expected to perform well in low-temperature environments [14]. Renewable Energy Investments - CATL is expanding its investments in renewable energy, including wind and solar projects, to support its zero-carbon infrastructure goals [16].