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数据中心赛道火了,材料巨头恩骅力欲试水
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 10:19
Group 1 - The core strategy of the company is to implement "In China for China, In China for Asia" by establishing a local experience co-creation center in Shanghai [1] - The company has established technological barriers in key areas such as thermal management for electric vehicles and energy storage connectors, capitalizing on the growth of the new energy industry in China [1] - The company views the Chinese market as a strategic hub and plans to replicate its success in lightweight materials and green composite materials in emerging markets like Vietnam and India [1] Group 2 - The company has shifted its approach to customer collaboration from "specified demand" to "open innovation," reflecting the changing dynamics of the Chinese market [2] - Key research and development directions for the company include integration, miniaturization, lightweighting, and automation, emphasizing collaboration with customers [2] - The company is also focusing on the data center sector, recognizing the growing demand for materials in this area, particularly in relation to the energy storage supply chain [2]
正心泰山 | 新材料产业发展之我见(37)——新材料对产业的贡献率(上)
AMI埃米空间· 2025-03-07 07:46
以下文章来源于正心泰山 ,作者宋锡滨 正心泰山 . 新材料产业、技术创新、认知相关、人生点悟等知识和见解。 本篇文章转载自埃米育材班总教练-宋锡滨先生个人公众号正心泰山,与大家分享。 【 新材料产业的热力图和动力图 】 | 序 | 总题目及 | 分支题目 | 交叉课 | 主要观点 | 起始 | 结点 | 闭环 | 样本 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 内容 | | 题 | | 年限 | 年限 | 年限 | 数量 | | 1 | 新材料产 业的特点 | 新材料产业 | / | 三高三长/类 Tassey模型/ | 2010 | 2014 | 2019 | 17大 | | | | 的特点 | | 拉动式/三大 | 年 | 年 | 年 | 类 | | | | | | 驱动 | | | | | | | 和政策 | | | 宏观中观微 | | | | | | | | 国内外新材 | | 观/10年和20 | 2014 | 2018 | 2022 | 1 1个 | | | | 料政策 | | 年模型/产业 | 年 | 年 | ...