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增量项目90%煤电基准价+10%现货电价!浙江过渡期上网电价出台
Core Viewpoint - The article discusses the implementation of a transitional pricing scheme for renewable energy grid connection in Zhejiang Province, which will be in effect until the new market-oriented pricing reform is introduced [1][2][10]. Summary by Sections Transitional Pricing Scheme - The transitional period for the pricing scheme is from June 1, 2025, until the new market-oriented pricing reform is implemented [3][9]. - For existing projects (those fully operational before June 1, 2025), the current pricing policies and market rules will continue to apply [3][9]. - For new projects (those fully operational on or after June 1, 2025), the pricing will be set at 90% of the coal-fired power benchmark price plus 10% based on the real-time spot market price, differentiated by wind and solar categories [4][9]. Definition of Full Capacity Connection - The determination of full capacity connection time for projects requiring a power business license will be based on the date indicated on the license; for multiple units, the date of the last unit's connection will be used [4][9]. - For projects not requiring a power business license, the first connection time recorded by the grid company will be used [4][9]. Green Power Trading - All types of renewable energy projects, including new projects, can participate in green power trading and settlement according to existing market rules [5][9].
实际体验比亚迪“兆瓦闪充”:速度快,但普及关键在充电桩
Guan Cha Zhe Wang· 2025-07-12 12:54
Core Viewpoint - BYD's "Megawatt Flash Charging" technology significantly enhances charging speed, approaching the efficiency of traditional fuel vehicles, although the availability of compatible charging stations remains a challenge [1][14]. Group 1: Technology Overview - The "Megawatt Flash Charging" technology was introduced with BYD's "Super e-platform," featuring a 1000V vehicle architecture that supports high charging currents [2][12]. - The technology utilizes low-resistance "flash charging batteries," allowing for a maximum charging current of 1000A and achieving a peak charging power of 1 megawatt (1000kW) [2][4]. - A BYD Han L model can charge from 3% to 61% in just 5 minutes, enabling a range of over 420 km, which aligns closely with official claims [4][6]. Group 2: Charging Infrastructure - The "Megawatt Flash Charging" stations require high power distribution capacity, with BYD's stations featuring both 1000kW and 400kW charging options [10][14]. - BYD plans to construct over 4,000 "Megawatt Flash Charging" stations nationwide, with the first 500 already established [14]. - The company is collaborating with leading charging operators to promote the construction of these charging facilities, sharing the technology across the industry [14]. Group 3: Market Implications - The introduction of the "Megawatt Flash Charging" technology is expected to enhance competition among automakers and foster the development of a robust charging ecosystem [14]. - BYD's ability to keep the starting price of vehicles equipped with this technology between 200,000 to 300,000 yuan reflects its strong R&D capabilities in the electric vehicle sector [14].
港股IPO狂飙!科技类企业赴港IPO策略分享
梧桐树下V· 2025-07-12 12:52
不久前,港交所重磅发布 "科企专线" 新政,专门 为特专科技和生物科技公司提供保密上市通道并降低 门槛 。 这一波动作,让越来越多科技企业把目光投向港股。 面对这么好的政策,企业该怎么利用?具体实务操作又该注意啥?我们给大家梳理了一些实操要点: 适用对象: 特专科技公司(如AI、芯片、新能源等硬科技)、生物科技公司(创新药、医疗器械 等),尤其处于早期阶段或产品未商业化的企业。 第一步:判断自己是否符合条件 1、核心门槛: 行业属性: 属于港交所定义的"特专科技"( 18C 章)或"生物科技"( 18A 章)领域。 特专科技: 人工智能、量子计算、新能源、半导体、自动驾驶等前沿科技。 生物科技: 创新药研发、基因治疗、高端医疗器械等。 研发投入: 过去三年研发开支占总成本 ≥15% (特专科技),或核心产品通过临床Ⅰ期(生物科 技)。 商业化阶段: 允许未盈利、无收入,但需证明技术可行性及市场潜力(如专利、合作意向书)。 2、自测工具: 登录港交所官网"科企专线"页面,下载《18A/18C资格自评表》,勾选是否符合条件。 若不确定,直接填写"科企专线-查询表格"发送至港交所邮箱: techenquiries@ ...
享界新车标发布 国产新能源汽车冲高破局再探新径
近日,《中国经营报》记者在现场获悉,北汽集团党委书记、董事长张建勇与华为常务董事、终端BG 董事长余承东共同发布享界全新品牌车标"寰宇之星",并同步推出首款旅行车——享界S9。 据了解,享界S9由北汽与华为合作推出,定位于中大型纯电轿车市场。但是于2024年8月6日正式上市 以来,享界品牌一直没有独立的品牌车标。 在业内人士看来,发布新标这一动作不仅标志着享界品牌完成从 "借势起步" 到 "独立塑魂"的关键跨 越,成为北汽集团冲击高端新能源汽车的重要里程碑,更折射出国产新能源汽车在高端赛道的协同破局 新思路。 北汽"ALL IN"加码:从战略到渠道的全维度押注 目前,中国30万元以上新能源轿车市场仍处于竞争阶段。据乘联会数据,2024年该价格段市场占比不到 10%,但增长幅度显著高于其他细分领域。中国品牌在品牌力与产品力方面正处于突破阶段。而享界承 载了华为车BU与北汽在高端化探索上的一部分实践。 "北汽ALL IN享界。"张建勇在"享界之夜"上再次宣告了北汽对于享界的全力支持与超高期许,"北汽集 团推进的'三年跃升'行动,享界是行动的核心。"张建勇强调,与华为的合作"不仅跨界更破界",未来研 发投入"只做加 ...
成为全球第一科技超级大国的中国无需再谦逊
Xin Lang Cai Jing· 2025-07-12 11:23
这不是吹牛,而是有着强大数据支撑的铁的现实。根据来自韩国媒体《首尔经济日报》7月11日的报 道,在评估科技研究实力的"自然指数"中,中国继去年之后,今年再次夺得第一,且在研究机构排名 中,中国大学和机构占据了前十中的八位。根据该报道,自2014年自然指数发布以来,美国一直是第 一;但中国从2024首次夺得第一,2025年蝉联第一。这近年来与中国专利数量高居世界首位的情形高度 吻合。 这意味着什么?意味着中国已经成为名副其实的全球第一科技超级大国。在这个问题上,无需总是拿基 础研究依然落后于美国说事。中国在5G/6G、量子科技(通讯、计算、测量等)、高铁、航天、AI、无 人驾驶、新能源等领域的领先水平有目共睹。中国人民所享受的科技智能生活水平远超许多发达国家, 这也是中国人民幸福之源。基础研究很重要,中国需要迎头赶上。但事有轻重缓急,更接近大众的应用 科技更适应中国式现代化急需,优先发展和突破无可厚非。更何况,有些所谓基础研究根本就是在骗 钱,如宇宙起源于奇点爆炸、宇宙之外是什么?宇宙是自然生成还是上帝的杰作?不都是骗钱或相当于 骗钱的吗?至少在100年内不会有任何进益。更可气的是,连1+1为什么等于2也反复研 ...
央广时评·成就十四五|从“第一”涌现 读懂中国创新突破的“必然”
Yang Guang Wang· 2025-07-12 11:06
Group 1 - The core viewpoint highlights China's continuous innovation breakthroughs, marked by significant achievements such as the launch of the first domestically produced aircraft carrier Fujian, the operational commencement of the world's first fourth-generation nuclear power plant, and the commercial flight of the C919 aircraft [1][3]. - The innovation breakthroughs are attributed to a systematic strategic framework that enhances the efficiency of basic research transfer and transformation, with R&D investment intensity reaching 2.68% and the proportion of basic research increasing to 12.3% by 2024 [3][4]. - The collaborative effort across society is emphasized, where government, enterprises, research institutions, and markets work in sync to drive innovation, exemplified by the continuous advancements in the electric vehicle industry, which has led to China maintaining the world's largest production and sales of new energy vehicles for ten consecutive years [4][6]. Group 2 - The sustainable supply of talent is identified as a key driver of innovation, with China having the largest total human resources and R&D personnel globally, producing over 5 million graduates annually in science, technology, engineering, and mathematics [6][7]. - Looking ahead to the 15th Five-Year Plan, innovation is positioned as the core driving force for high-quality development, with a focus on strengthening basic research, enhancing collaborative innovation, and building a robust talent pipeline to ensure continuous innovation momentum [7].
黄奇帆:生产性服务业有五大战略性功能,应该高度重视
Core Viewpoint - The production service industry has five strategic functions that are crucial for economic development and should be given high importance [1][3]. Group 1: Strategic Functions of Production Service Industry - The production service industry is a growth driver for GDP and often becomes the largest sector in developed economies [1]. - It serves as the driving force for high-quality development in manufacturing and is the largest sector for unicorn companies globally [1]. - The production service industry is a growth engine for service trade, with insufficient development in China leading to a reliance on imported production services [1]. - It forms the basis for high added value in products, as seen in the example of a smartphone where a significant portion of the price is derived from production services [2]. - The production service industry is essential for the development of total factor productivity, requiring knowledge and talent-intensive inputs [2]. Group 2: Current Status and Future Goals - Despite significant achievements in manufacturing, China lags in the production service industry, reflected in five weak indicators: low GDP share, low service trade share, low manufacturing profit margins, low proportion of unicorns, and low total factor productivity [3]. - The goal for the period from 2021 to 2040 is to address these weaknesses by focusing on the development of the production service industry to promote high-quality manufacturing and the healthy development of new productivity [3].
2025年“十五五”时期中国能源行业关键议题报告
Sou Hu Cai Jing· 2025-07-12 10:28
今天分享的是:2025年"十五五"时期中国能源行业关键议题报告 报告共计:70页 "十五五"时期中国能源行业发展围绕全球能源系统重构、化石能源高效转型、新能源发展新周期三大关键议题展开。 全球能源系统正加速重构,地缘格局、投资流向与技术进步推动其向区域化、绿色化、智能化演进。中国作为最大能源消费和生产国,能源产业深度融入全 球体系,资源获取、技术变革和国际规则重塑影响着能源安全与产业升级空间。全球能源与矿产贸易从全球化高效配置转向区域化、安全优先,企业需重视 地缘平衡与本地化能力1-201-40。 化石能源虽非增量核心,但仍具不可替代性,转型关键词为"提效、降碳、重构角色"。油气企业面临盈利压力,需调整投资节奏;中国正崛起为全球化工新 材料产能重心,煤化工在煤炭"原料化"利用中价值凸显。煤炭需求达峰尚晚,亚洲需求稳增,其角色正从"主力电源"向"调节电源"转变,煤电灵活性改造和 煤化工高端化是重要方向1-1511-1731-1851-213。 新能源产业进入新周期,从高速扩张转向高质量融合发展。外部需求增量来自中东、拉美、东南亚等新兴市场;内部转向"源网荷储"一体化协同,全面进入 电力市场,电价机制和商业模式深 ...
稀土依赖火烧眉毛,农田限制却专针中国!不许中企收购农田
Sou Hu Cai Jing· 2025-07-12 09:42
前言 一边是美国对中国稀土的严重依赖,军工、人工智能等行业都快"断粮"了;一边却对仅占0.7%农地的中国企业挥起大棒。 这反差大得让人哭笑不得——特朗普这是要和谁过不去?明明自己被"掐住了脖子",偏要在无关紧要的地方找回面子。 这种"鸵鸟心态"能解决根本问题吗?美国真正害怕的又是什么? 作者:含 数字背后的荒谬逻辑 特朗普这次是真急眼了。拿农田说事儿,说白了就是想要筹码。91票对7票,这个票数差距大得让人下巴都要掉了。 两年前这项法案在美国参议院通过时,压倒性到让人怀疑那7票是不是按错了。可是吧,偏偏在中美贸易谈判的关键时刻,特朗普把这份"冷饭"重新端上了 桌。 更绝的是,数据一摆出来简直让人无语。中国企业在美国的农地持有比例只有0.7%,还没有一个零头大。 反观加拿大29%、荷兰14%,人家大摇大摆地买,美国眼皮都不眨一下。就中国这点儿份额,能威胁什么国家安全? 说实话,明眼人都看得出来,这不是农田问题,是稀土问题。美国现在对中国稀土的依赖程度,已经到了离了就要"断粮"的地步。 军工、人工智能、新能源汽车,这些美国最引以为傲的产业,全都因为稀土供应而面临"半停工"的尴尬。 特朗普能不急吗?问题是,急也不能乱 ...
何小鹏给这款AI“打广告”
盐财经· 2025-07-12 09:30
作者 | 江江 编辑 | 宝珠 视觉 | 诺言 "从某种角度来说,我并不是来帮别人打广告的,但我真的觉得飞书非常好,它帮助了我,也帮助了小 鹏。所以我愿意来现身说法,讲讲小鹏如何使用AI,如何在飞书上构建很多自身的能力。" 7月9日,飞书无限未来大会上,小鹏汽车董事长兼CEO何小鹏围绕"AI与企业未来"的主题展开演讲,分 享了小鹏如何使用AI,如何在飞书上构建自身能力。 小鹏汽车董事长兼CEO何小鹏 分享了小鹏如何使用AI 何小鹏强调,应理性拥抱AI,有助力企业进阶与社会进步。他提出科技、群体、复利将是企业成功的三 大核心因素,认为AI将在数字、物理、人体、企业四大世界发挥关键作用。 小鹏汽车则通过飞书云文档、智能会议纪要等,将AI融入企业管理与业务各环节中,大大提升组织效 率。 AI已经融入到小鹏的各个环节 何小鹏最开始用飞书主要看中三个功能:沟通、日历和OKR。随着团队规模扩大,这些价值进一步放 大,同时引出了新的价值点。 其中,何小鹏认为最重要的功能是云文档。 为了让组织更加高效,从2023年开始何小鹏要求团队提高横、纵向效率,必要时还亲自拆部门墙、建横 向流程。他在内部提倡员工开会不要做PPT,全用云 ...