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X @Bloomberg
Bloomberg· 2025-07-11 07:58
Traders have ramped up bookings at German natural gas storage sites, marking a sharp turnaround from earlier this year when the country exited winter with stockpiles at a three-year low https://t.co/LWyRTmjyuU ...
950MW/3200MWh储能项目EPC招标
中关村储能产业技术联盟· 2025-07-11 05:55
北部滩300MW/1200MWh独立 储能 电站EPC总承包工程 招标人 :高台华景丝路新能源有限公司 项目所在地区 :甘肃省张掖市高台县 文 | 中关村储能产业技术联盟 项目概况 :北部滩300MW/1200MWh独立 储能 电站建设容量为1200MWh,建设功率为300MW, 储能 电站分为 储能 场地区域和330kV升压站区 域。 储能 场地区域采用户外一体舱布置,电池舱与PCS舱分舱布置,电池选用磷酸铁锂电池,PCS舱采用变流升压一体结构。 储能 电池舱经PCS交直流 转换逆变升压后接入升压变电站35kV母线,35kV母线汇流后升压至330kV ,330千伏升压站部分采用2台180MVA主变,以1回约0.35km的330kV线路 就近接入330千伏建泽变电站330KV母线实现并网。 计划开工日期 :2025年8月(具体开工日期以实际日期为准),工期270日历天。 招标范围:本工程发包采用EPC总承包的方式。本工程为交钥匙工程,投标人负责项目初步设计至工程竣工验收、并网投产为止与本项目相关的一切工作 及费用。 洛阳平洛新能源有限公司孟津区独立 储能 项目EPC总承包 招标人 :洛阳平洛新能源有限公司 项 ...
Seagate's Catch-Up Trade Has Legs
Seeking Alpha· 2025-07-11 03:58
Group 1 - The global data storage needs are increasing significantly, driven by applications such as AI training, big data analytics, and cloud storage [1] - Various surveys and reports indicate different growth levels in data storage, but a common consensus is that there is a strong tailwind supporting this growth [1] Group 2 - The article emphasizes the importance of rigorous risk management and a long-term perspective on value creation in investment strategies [1]
高盛:海博思创-BESS(电池储能系统)成为应对中国夏季热浪的解决方案;基于强劲需求维持买入评级
Goldman Sachs· 2025-07-11 01:05
9 July 2025 | 6:20PM HKT Hyperstrong (688411.SS): BESS emerging as solution to China summer heatwave; Maintain Buy on solid demand BESS starts to emerge as grid solution to summer heatwaves, one step further to commercialization. China is entering the peak of summer with "Sanfu Season" heatwave arriving unusually early this year, taxing the stability of the electricity grid. According to NEA, the peak load reached a record high of 1,465GW on Jul 4 2025, up 11% yoy or 150GW, driven by the demand from eastern ...
ABOUND Energy Engages Coenda Investments to Drive Advancement of Long-Duration Energy Storage Platform
Thenewswire· 2025-07-10 18:55
Core Insights - ABOUND Energy, Inc. has entered into a success-based representation agreement with Coenda Investments Holdings Corp. to enhance shareholder value and accelerate the development of its Zaeras™ flow battery platform in Europe and North America [1][2] - The partnership aims to leverage Coenda's expertise in capital formation and strategic investments to identify and engage potential investors and partners [2][3] - The Zaeras™ technology is positioned to play a critical role in the integration of renewable energy, addressing the growing demand for long-duration energy storage solutions [4][10] Company Overview - ABOUND specializes in long-duration energy storage technology, particularly its patented Zaeras™ system, which utilizes zinc-air chemistry for efficient energy storage and delivery [9][10] - The Zaeras™ technology is designed to facilitate the integration of green energy into the grid, minimizing curtailment and enhancing energy resiliency [10][11] - The technology is characterized by its safety, scalability, and cost-effectiveness, providing a viable alternative to traditional energy storage systems [11] Partnership Details - Coenda Investments will focus on strategic equity investments, joint development agreements, and government funding alignment to support ABOUND's growth [6][7] - The collaboration marks ABOUND's first formal step towards a global energy strategy, particularly targeting the European market [2][3] - Coenda has already identified several potential strategic partners, indicating a strong start to the engagement [2][3] Market Context - The global energy landscape is rapidly evolving, with long-duration storage technologies like Zaeras™ becoming essential for reliable integration of renewable power [4] - There is a clear market opportunity for scalable long-duration energy storage solutions, which ABOUND aims to capitalize on through its innovative technology [3][4]
Cathie Wood: Tesla = AI + Robotics + Energy
Bankless· 2025-07-10 18:31
You know, when you look at Tesla, for example, most analysts following it, they were thought they were following an auto company, but they weren't. They were following the largest AI project on Earth, and they didn't know what to do with that. And they were also following the convergence among robotics, energy storage, and AI.You have three separate scurves for each of those technologies and then they start feeding each other as we're seeing in robo taxis and you have explosive growth. As we were moving int ...
《2025年北京市重点实验室申报指南》发布,聚焦智能制造与装备等关键领域(附申报建议及案例)
仪器信息网· 2025-07-10 04:08
1. 申报重点领域 北京市重点实验室的布局将紧密围绕北京国际科技创新中心建设,重点支持以下领域: 新一代信息技术(如人工智能、大数据、5G/6G通信等); 智能制造与装备(如工业互联网、智能机器人、高端装备制造等); 新材料(如高性能材料、纳米材料、新能源材料等); 新能源(如清洁能源、储能技术、碳中和相关技术等)。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们 的推送。 7月9日, 北京市科学技术委员会、中关村科技园区管理委员会联合发布了《2025年北京市重 点实验室申报指南》(京科机发〔2025〕135号), 正式启动本年度北京市重点实验室申报 工作 。2025年北京市重点实验室申报工作紧密围绕北京国际科技创新中心建设的重点任务, 聚焦本市重点产业方向和前沿科技领域。申报领域 涵盖新一代信息技术、 医药健康、智能制 造与装备、新材料、新能源、农业科技 、智慧城市等关键领域。 ( 文 末 附 申 报 案 例 ) 医药健康(如生物医药、医疗器械、精准医疗等); 智能制造与装备作为核心方向之一,将重点关注工业自动化、智能检测、数字孪生、工业软件 等 ...
X @Bankless
Bankless· 2025-07-09 17:00
Growth Drivers - ARKInvest 认为上个世纪电力和引擎将 GDP 增长率从 0.5% 提升至 3% [1] - ARKInvest 预测 AI、机器人、储能、区块链和多组学将推动 GDP 增长至 7% [1]
算力依然高景气!关注半导体芯片机遇
Mei Ri Jing Ji Xin Wen· 2025-07-09 01:20
消息面上,工业富联7月7日盘后公告,预计2025年第二季度归母净利润67.27亿元至69.27亿元,同比上升47.72%至52.11%,超市场预期。报告中称,二季 度公司云计算业务高速增长,整体板块营业收入同比增幅超50%;AI服务器营业收入同比增超60%;云服务商服务器的营业收入同比增超1.5倍。工业富联 本次中报预告利润表现以及台系服务器厂商月度营收共同显示,2025年算力供需景气度良好;受此利好消息驱动,海外算力相关标的7月8日大涨,通信 ETF(515880)涨4.65%。(提及具体公司仅为说明观点,不构成投资建议,下同) 在当前时点,国内外云厂商在人工智能方面的投入持续高增。据天风证券统计,2025年微软、谷歌等云厂商资本开支同比增超30%,国内阿里、腾讯资本 开支预期分别超1200亿元、800亿元。从美国半导体行业协会发布的《全球半导体贸易统计》来看,受益于人工智能的驱动,今年上半年芯片行业销售额 继续实现双位数的同比强劲增长。 存储方面,受益于AI服务器、PC、手机等带动,存储容量快速升级,高价值量产品需求上行。据天风证券整理,多家存储厂商表示订单大幅增长,工厂 连续加班生产。反映到价格上,5月 ...
【公告全知道】数字货币+区块链+华为+数据要素!公司在数字货币方面有较深的技术储备
财联社· 2025-07-08 14:31
前言 ①数字货币+区块链+华为+数据要素!这家公司在数字货币方面有较深的技术储备;②PCB概念+芯片+光 刻胶+光伏!这家公司与主流PCB制造厂商建立稳定供货关系;③芯片+合成生物+氢能源+储能!公司现 金收购半导体企业股权。 每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ...