Core Viewpoint - The recent sighting of false killer whales near the coastal wind farm in Rudong, Jiangsu, is attributed to the improvement of the local marine environment, driven by the development of offshore wind energy and ecological protection efforts [1][2]. Group 1: Offshore Wind Energy Development - The development of offshore wind energy is crucial for ensuring national energy security and achieving a comprehensive green transformation of economic and social development [1]. - The integration of "wind farms + artificial reefs" has attracted fish populations, indirectly providing abundant food sources for false killer whales [1]. Group 2: Policy and Planning - There is a need for a cohesive policy framework that integrates energy development with ecological protection, moving away from a "develop first, manage later" approach [2]. - The establishment of a unified planning system that includes marine functional zoning, ecological protection red lines, and land spatial planning is essential for optimizing energy project development [2]. Group 3: Technological Innovation - Technological innovation is key to resolving the conflicts between ecological protection and energy development, with a focus on embedding ecological protection concepts into the entire process of technological research and development [2]. - The implementation of over 70 provincial-level basic research projects in marine fields has led to breakthroughs in transformative technologies, such as intelligent control of deep-sea manned equipment [2]. Group 4: Ecological Monitoring - The establishment of a marine ecological monitoring network is necessary for real-time perception and dynamic adjustment of green energy development and marine ecological protection [2]. - The integration of multi-source data and new technologies, such as artificial intelligence and satellite remote sensing, will create a shared marine ecological big data platform, forming a comprehensive ecological perception network [2].

行业报告 | 行业研究周报 通信 证券研究报告 xAI 发布 Grok4 表现惊艳，AI 持续发展迭代产业高景气依旧 本周行业动态： xAI 正式发布 Grok 4 7 月 10 日，xAI 正式发布 Grok 4。在被称为 AI 界"最后审判"的 HLE（人类最后考 试）中，Grok 4 获得了 45%的成绩。此前的冠军 Gemini 2.5 Pro 只有 21%。直接翻 倍。在 ARC AGI v2 这个号称"推理能力试金石"的变态测试中，Grok 4 拿到了 15.8%，是第二名 Claude 4Opus 的 2 倍。这个测试在过去三个月里，只有 Grok 4 突破了 10%大关。同时在多项 benchmark 上实现惊艳表现。 xAI 团队 All in RL，整个过程动用了 xAI 的 Colossus 超算集群——全球最大的 AI 训 农场，20 万个 GPU 一起开工。在完成了 Grok4 的发布后，马斯克还透露了后续的 整体路线图。8 月：专门编程模型 ；9 月：多模态智能体；10 月：视频生成模型。 这个路线图相当紧凑。 本周投资观点： 海外算力产业链高景气度依旧，并未受到 DeepSeek ...

转自：北京日报客户端 驱漂浮式海上风电机组下线。华能清能院供图 这一海上"超大风车"究竟有多大？此次下线的"中国华能—东方电气17兆瓦直驱漂浮式海上风电机组"叶 轮直径为262米，风轮扫风面积约5.3万平方米，相当于7.5个标准足球场的面积，轮毂中心高度约152 米，相当于50层居民楼高度。不仅个头大，这一"超大风车"的时间可利用率还达到99%以上，同时可应 对超24米超高海浪，抵御17级超强台风。 垂直轴风 机与光伏组件共结构融合平台。华能清能院供图 未来科学城"能源谷"又有重磅创新！记者7月13日从未来科学城管委会获悉，由"能源谷"入驻企业中国 华能清洁能源技术研究院牵头研发的全球单机功率和风轮直径最大的直驱型漂浮式海上风电机组近日在 福建下线，单机功率达17兆瓦。 据悉，这一风电机组由中国华能牵头，联合中国东方电气集团共同研制，首次采用国产化大直径主轴轴 承，叶片、发电机、变流器、变压器等关键部件也全部实现国产化。研发团队还成功突破漂浮式风电系 统耦合仿真技术及高保真模型试验技术，攻克了叶片、低速永磁直驱电机高精度制造与装配工艺难题。 17兆瓦直 除了此次下线的"超大风车"，近年来，华能清洁能源技术研究 ...

Group 1 - The core point of the news is that Mingyang Smart Energy Group Co., Ltd. has applied for a patent for a method and system to determine the weight center of floating offshore wind turbines, which addresses the challenge of meeting tilt test requirements due to insufficient tilt angles [1] - The patent application was published under CN120027965A, with an application date of December 2024 [1] - The method involves statistical simulation of the weight center information of various subsystems of the floating offshore wind turbine and optimizing theoretical weight center calculations based on measured draft depth changes during installation [1] Group 2 - Mingyang Smart Energy Group Co., Ltd. was established in 2006 and is located in Zhongshan, primarily engaged in the production and supply of electricity and heat [2] - The company has a registered capital of 2,271.496706 million RMB [2] - Mingyang has invested in 142 enterprises and participated in 2,282 bidding projects, holding 51 trademark records and 1,811 patent records, along with 126 administrative licenses [2]