| 《2025电力市场与数智化储能调研报告》 | 电力交易、技术融合、虚拟电厂与商业创新 | | --- | --- | | 出品方: 因 行家说储能 | 鸣谢: 以下参编单位的特别贡献(排名不分先后) | | UHES | HTHIUM | | Pilof 派诺科技 | | | 调研正式启动,欢迎参编 | 扫码了解 | 此前，行家说储能报道了远信储能获得5GWh储能项目订单（ 点这里 ）。 另外，Fortescue还计划部署 2-3GW 的风能和太阳能发电，以及大规模电池存储等。 ▋ 瑞浦兰钧：签3GWh储能供货协议 在9月中旬，瑞浦兰钧能源股份有限公司（以下简称"瑞浦兰钧"）与全球电网级储能解决方案领导者Energy Vault Holdings, Inc.（以下简称"Energy Vault"） 在美国签署了2026年供货协议。 近日，瑞浦兰钧、 Fortescue 宣布达成储能重要合作，其中瑞浦兰钧拿下3GWh储能系统供货协议； Fortescue则分别与远景能源、比亚迪、隆基绿能签署 协议。 ▋ Fortescue：携手比亚迪、远景、隆基绿能等 据美通社报道，在纽约举行的联合国大会期间，澳大利亚福德 ...

Group 1 - The article highlights the escalation of trade tensions between the US and the EU, with the US threatening a 17% tariff on EU agricultural exports, which could severely impact major agricultural exporting countries like France and the Netherlands [1][3] - The ongoing trade disputes have seen the US impose various tariffs on the EU, including a 20% "reciprocal tariff," 25% "automobile tax," and 25% "steel and aluminum tax," leading to significant disruptions in EU industries and affecting profits and market shares [3] - French President Macron has expressed the need for stronger coordination with China on international economic and financial policies, especially in light of global challenges such as economic recovery, climate crisis, and public health issues [3][4] Group 2 - Despite progress in Sino-French economic cooperation, there remain imbalances in certain sectors, prompting Macron to seek increased Chinese investment in France to foster a more balanced economic relationship [4] - The EU faces challenges in forming a unified response to US trade threats due to the diverse interests of its member states and complex decision-making processes [5] - There are existing tensions in EU-China relations, including disputes over electric vehicle tariffs and China's policies on rare earth exports, alongside recent anti-dumping measures imposed by China on EU products [5][8] Group 3 - The article emphasizes the potential for cooperation between China and the EU in areas such as green energy, digital economy, and technological innovation, which could enhance global technological development [5] - China maintains a principle of peaceful coexistence and mutual benefit in its relations with the EU, advocating for the removal of unreasonable sanctions to foster a conducive environment for cooperation [8]

Core Viewpoint - The discussion highlights the increasing wealth inequality in the U.S., the inefficiency of government, and the stagnation of technological progress, suggesting that these issues are interconnected and may lead to significant societal consequences [2][3][6]. Summary by Sections Wealth Inequality - The disparity between the wealth of the top 1% and the bottom 99% has been growing at an unprecedented rate, potentially surpassing levels seen in the early 20th century [2][3]. - The right-wing has largely ignored this issue, either denying its existence or deeming it unimportant, which is seen as a significant blind spot [2][3]. Government Inefficiency - Government efficiency has deteriorated, with rising expenditures failing to yield proportional improvements in governance [3][4]. - Examples include the prolonged construction times for infrastructure projects compared to historical benchmarks, indicating a decline in operational effectiveness [3][4]. Technological Stagnation - There is a concern that technological progress has slowed since the late 1960s, with significant innovations becoming rare outside of specific sectors like computing and finance [6][7]. - The stagnation in technological advancement is linked to broader economic growth issues, leading to political cynicism and a zero-sum perception of economic competition [7][10]. Globalization's Impact - Globalization has created a "winner-takes-all" environment, adversely affecting the middle class and white-collar workers, particularly through labor arbitrage with countries like China [12][20]. - The benefits of globalization have not been evenly distributed, leading to increased inequality and social unrest [12][20]. Education and Innovation - The education system is criticized for perpetuating a bubble, with many students accumulating debt without securing corresponding employment opportunities [27][29]. - There is a call for a reevaluation of educational investments and a shift towards recognizing non-college career paths as viable options [27][29]. Future Considerations - The discussion raises philosophical questions about the role of government in planning for the future, particularly in the context of technological innovation and economic policy [15][17]. - The potential for long-term societal issues stemming from demographic changes and technological stagnation is emphasized, suggesting a need for proactive policy adjustments [23][24].

出海面临着挑战，但新的落脚点正在出现。 "中国公司在迪拜商会的会员中，扮演了越来越重要的角色。" 在 8 月 21 日开始的迪拜商业论坛 - 中国活动中，迪拜商会总裁兼首席执行官穆罕默德·阿里·本·拉希德·卢 塔阁下在演讲中说，截至 2024 年上半年末，已经有 5400 家中国公司注册成为迪拜商会的活跃成员。 同样在这场发言中，穆罕默德·阿里·本·拉希德·卢塔阁下还提到，作为 "新丝绸之路" 的沿线城市，中国是 其最大的合作伙伴，仅 2023 年，双方的非石油贸易额就达到 678 亿美元；与 2013 年的总额相比，实现了 83.8% 的显著增长；过去十年间，中国与迪拜之间的非石油双边贸易累计价值约为 4,900 亿美元。 迪拜和中国企业乃至政府，都有诸多共同关注点，比如都关注人工智能和数字化解决方案，医疗健康产业 以及绿色科技等等，也因此，随着迪拜开展迪拜经济议程 D33（简称 "D33 议程"），其作为一个商业跳板 的优势正受到中国企业的关注。 这也是迪拜商业论坛成立的初衷。在此次迪拜商业论坛 - 中国活动中，不仅深入探讨了迪拜经济议程 D33 如何将迪拜打造成全球经济中心；还通过论坛开幕致辞、圆桌讨论 ...