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加快科技成果从高校走向市场
Liao Ning Ri Bao· 2025-11-15 01:02
日前,沈阳工程学院国家大学科技园内,多源智能微电网应用技术示范平台正在稳健运行,各类传 感器实时采集电流、电压、能耗等数据,为能源电力领域技术研发提供精准支撑。"作为辽宁沈阳清洁 燃烧与储能技术中试基地核心的组成部分,平台已成为高校科技成果走向市场的'第一站'。"科技园总 经理孙勇看着监测屏上运行的参数说。 "我们依托中试基地,建设了沈阳市清洁能源技术概念验证中心,精准模拟工业场景,让高校创新 真正'接地气'。"孙勇说,科技园通过"服务振兴技术创新研发先导计划",建立梯度支持机制,聚焦行业 共性技术与企业个性化需求,联合风投机构对通过评估论证的技术"投早、投小",去年推动4项成果实 现技术入股,转化收益用来反哺科研创新。 除了强化校地融合、校企融合,科技园还助力人才培养与储备。依托辽宁省电力装备重点实验室 群,与企业联合培养硕士、博士研究生4人;年接待实习实训学生1000余人次;通过产学研合作培养博 士后2名、硕士研究生300余名;41名高校教师在园创办49家科技企业,为创新注入源源不断的人才动 力。 "二期规划建设6000平方米标准化工业厂房,打造能源电力全链条公共技术服务平台。"提及"十五 五"期间科技园 ...
分布式光伏细则逐步落地,3月电力设备出口维持高增
2025-04-27 15:11
Summary of Key Points from Conference Call Records Industry or Company Involved - **Distributed Photovoltaics and Power Equipment Industry** [1][8] - **Energy Software Company: Guoneng Rixin** [1][3] - **Teruid: Charging Network Business** [1][5] - **Hanwei Technology: Humanoid Robotics and Sensors** [1][6] - **Plit: Modified Plastics and LCP Films** [1][7] - **Wind Power Industry** [4][10] - **New Energy Vehicles** [4][22] - **Energy Policies and Market Dynamics** [16][15] Core Points and Arguments - **Guoneng Rixin**: Expected to have a PE valuation of over 20 times by 2026, benefiting from provincial support for distributed energy following the issuance of document 136 by the energy bureau [1][3] - **Teruid**: Anticipated to exceed performance expectations in 2024, with revenue from the Saudi National Grid project expected to be confirmed in Q2, and improved profitability in the charging network business [1][5] - **Hanwei Technology**: Leading in electronic skin and sensor technology, benefiting from increased demand for flexible sensors due to new regulations in power batteries, showing significant advantages in humanoid robotics [1][6] - **Plit**: Steady growth in traditional modified plastics, with LCP films expected to break even by 2025, indicating clear marginal improvements and reasonable valuation [1][7] - **Photovoltaic Industry**: Facing challenges with overdue payments and potential demand decline due to document 136, but companies with strong cash flow may emerge successfully [1][9] - **Wind Power Industry**: Strong demand for onshore wind power and steady growth in offshore wind power, with optimistic industry outlook [4][10] - **New Energy Vehicles**: March sales increased year-on-year, with penetration rates nearing 53%, and a positive outlook for the market [4][22] Other Important but Possibly Overlooked Content - **Photovoltaic Sector Dynamics**: The sector is currently at a low point, with signs of industry clearing and significant export growth in power equipment, particularly in Asia, Africa, and Latin America [15][9] - **Energy Policy Impact**: The issuance of document 136 is expected to enhance the predictability of new energy technologies, creating opportunities for companies like Guoneng Rixin [16][17] - **Market Sentiment**: Value investors are beginning to position themselves in the photovoltaic sector, particularly in response to increasing demand for household energy storage in Europe [2][9] - **Technological Innovations**: New battery technologies showcased at recent exhibitions, such as sodium batteries and ultra-fast charging, are expected to bolster confidence in the industry's future [24][25]