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通威股份陈星宇:光储平价有望5—10年内实现
Zhong Guo Jing Ying Bao· 2025-11-20 05:59
电价是消纳压力的直接体现,特别是近两年新能源装机增速带来供需错配,常规电价波动加剧,负电价 多地频发。陈星宇认为:"负电价频发是新能源高速发展的'必经阶段',它像电网的'信号灯',既反映了 消纳压力,也在倒逼储能、跨区输电等配套设施加速建设。随着新型电力系统完善,未来负电价将 从'常态频发'转向'偶尔出现',成为电力市场高效运转的正常信号。" 陈星宇还指出,当下"源、网、荷、储"各环节割裂导致匹配失灵,新型电力系统建设已迫在眉睫,这需 要统筹优化跨区域能源配置、源网荷储一体化协同以及通过数字化、智能化赋能。 陈星宇表示,新能源扩容已是必然趋势,光储协同、绿电直连、虚拟电厂、AI调度等是破局关键。光 伏的竞争力,需要储能的融合才能充分释放,未来5—10年可能在全国范围内都能够实现光储平价。 据陈星宇介绍,通威股份以构建源网荷储一体化体系及虚拟电厂运营平台为战略方向,以"降低用电成 本、增加绿电比例、拓展光伏应用、探索增值服务、促进商业闭环"为核心价值,立足于四大核心业务 (基地电源开发、储能系统开发建设、电力市场化交易和碳资产开发与交易服务),致力于在新型电力 系统框架下,成为企业信赖的综合能源 "管家",充分 ...
增强供需适配 柔性制造发展提速
Zheng Quan Ri Bao· 2025-11-18 16:08
Core Viewpoint - The State Council meeting emphasizes enhancing supply-demand adaptability as an effective measure to unleash consumption potential and facilitate economic circulation [1] Group 1: Flexible Manufacturing - Flexible manufacturing is identified as a future direction for manufacturing enterprises to achieve personalized customization in response to increasingly diverse market demands [1][2] - The construction of flexible manufacturing plants in China has transitioned from conceptual exploration to large-scale practical implementation, driven by national strategy and market demand [1][2] - Flexible manufacturing can effectively address the mismatch between supply and demand in traditional mass production, thereby releasing domestic demand potential and creating new demand through high-quality supply [2] Group 2: Market Potential and Growth - The market size of flexible manufacturing was approximately 62 billion yuan in 2020, with expectations to reach 130 billion yuan by 2025, indicating significant growth potential [2] - The penetration of flexible manufacturing is expanding from the automotive and home appliance sectors to include clothing, food, and other industries, with the automotive sector already accounting for 35% of flexible production lines [2] Group 3: Policy Support and Technological Integration - Policies such as the "Implementation Plan for Digital Transformation in Light Industry" aim to enhance flexible production capabilities by promoting the application of smart technologies in various industries [3] - The integration of new information technologies, such as industrial internet platforms and AI, is deepening, providing strong support for rapid production changes and personalized scheduling in flexible manufacturing [3][5] Group 4: Future Trends and Workforce Development - The demand for flexible manufacturing is increasing due to industrial upgrades, which also provide application scenarios for advanced technologies like embodied intelligent robots [4] - The implementation of technologies like digital twins, AI scheduling, and 5G edge computing is expected to drive the development of upstream and downstream industries, creating new job roles in data analysis and algorithm engineering [5] - Strengthening the "digital foundation" and breaking down data barriers across enterprises and industries are essential for the development of flexible manufacturing plants [5]
天彩控股(03882) - 自愿性公告 - 业务进展 - 新业务板块连锁超市和大卖场智慧全链资料即时...
2025-10-10 12:53
(於開曼群島註冊成立的有限公司) (股份代號:3882) 自願性公告 業務進展 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 SKY LIGHT HOLDINGS LIMITED 天彩控股有限公司 新業務板塊 連鎖超市和大賣場 智慧全鏈資料即時配送系統服務 本公告乃由天彩控股有限公司(「本公司」,連同其附屬公司統稱「本集團」)自願作出, 旨在告知本公司股東及潛在投資者本集團最新的業務進展。 茲提述本公司分別於2024年12月27日、2025年5月19日及2025年7月21日刊發的公告,內 容有關本集團的連鎖超市和大賣場(「商超」)智慧全鏈資料即時配送系統服務(「即時配 送系統服務」)的新業務板塊(「該等公告」)。除另有說明外,該等公告所界定的詞彙, 在本公告中具有相同涵義。 董事會謹此向本公司股東及潛在投資者提供該等公告所載有關本集團即時配送系統服務 業務板塊最新的業務進展之進一步資料。 –1– 新業務板塊 業務模型 董事會謹此載列下文有關本集團即 ...