项目建设过程中，新场景也出现在土建开挖等领域。2024年11月26日，我国首个抽水蓄能重卡换电站在 南宁抽蓄工程上水库区域投入使用，配置20辆可在3~5分钟内快速换电的电动重卡。"南宁抽水蓄能电站 土石开挖总量达1900万立方米，安装专用换电站，以电动重卡替代燃油重卡，不仅方便运输车辆就近补 能，还能让绿色工程'绿色'建设。"南网储能公司南宁抽蓄项目部副总经理代雄表示。 中国发展网讯 记者皮泽红报道2025年末，国家"十四五"重大工程——广西南宁抽水蓄能电站全面投产 发电。作为广西首座抽水蓄能电站，南宁抽水蓄能电站如期投产，正式开启了广西"十五五"以抽水蓄能 电站助力新型电力系统构建的新里程。 2022年11月1日，全长52米的全断面硬岩隧道掘进机（TBM）"南宁一号"正式在南宁抽水蓄能电站自流 排水洞口投入使用，这是世界最先进隧洞施工装备在华南地区抽水蓄能领域的首次应用。有了先进掘进 装备的"加持"，460天后，5099米的自流排水洞精准贯通。"南宁抽水蓄能电站涉及长短各异的平洞29 条，总长超20000米。规模化应用定制式隧道掘进机，将有力推动弱爆破、快掘进，隧洞开挖作业提效 成果明显。"南网储能公司南宁 ...

从脑机接口实验室的前沿探索，到"北山一号"掘进机攻克世界级难题；从视比特机器人灵活运转的 智能机械臂，到"青龙Pro"人形机器人背负"时空算力背包"自主巡行……"十四五"以来，作为制造业大 省的湖南，经历着一场深刻的创新转型。 坐拥工程机械、轨道交通等厚实产业家底，集聚国防科技大学、中南大学、湖南大学等众多高校院 所的科创资源，湖南曾面临"产业偏传统、科创与产业融合不足"的发展瓶颈。直面这一现实短板，湖南 锚定"三高四新"战略蓝图，以系统性布局破局解题，通过筑牢创新基础、深化"两创融合"、激活制度效 能，加速培育新质生产力，在产业转型提质的道路上跑出加速度。 平台筑基聚能蓄势： 搭建创新"四梁八柱" 近年来，湖南以科技创新高地"五大标志性工程"立柱架梁，构建起上下贯通、左右协同的"一盘 棋"推进格局，把高能级创新平台建设作为"金钥匙"，系统性布局创新载体、靶向集聚创新要素，为高 质量发展筑牢生态根基。 创新生态的构建，关键在于前沿平台的精准落子。2025年12月20日，脑认知与脑机智能湖南省重点 实验室在长沙揭牌。这一前沿创新平台聚焦脑机接口、类脑感知与计算等关键方向，推动实验室成果向 产业应用加速转化，成为 ...

Core Insights - The event "China Truck Customer Operation Survey Opinion Leader" focuses on user operations, product performance, and quality, reflecting industry opinions and voices [1] - The event has been held annually since 2017, accumulating thousands of user voices through extensive surveys across the country [1] Industry Trends - The evaluation emphasizes the core track of new energy, focusing on key models such as electric heavy trucks, light trucks, micro trucks, VANs, and pickups [3] - The survey targets regions with high concentrations of heavy trucks and mainstream markets for new energy light trucks, including Beijing-Tianjin-Hebei, Yangtze River Delta, and Greater Bay Area [3] - Five major industry trends identified include: 1. Continuous improvement of policy support, with benefits like charging subsidies and road rights stimulating market potential [3] 2. More affordable prices for new energy trucks and lower entry barriers promoting green transportation [3] 3. Maturing battery technology leading to lightweight and high-capacity solutions, significantly increasing customer acceptance [3] 4. Highlighting operational cost advantages as key to driver profitability under pressure on freight rates, driving green transformation in the industry [3] 5. Upgraded adaptability for specific scenarios, with customized models emerging and steadily increasing penetration rates [3] Market Dynamics - The sales and penetration rates of new energy commercial vehicles in China are on the rise, with diverse categories developing simultaneously and regional advantages becoming more pronounced [5] - The future focus should be on "improving quality, reducing costs, and increasing efficiency" to explore development potential [5] Technological Innovations - Insights from industry leaders highlight how electric light trucks can overcome scenario limitations through technological innovation, and how open-source batteries can empower green upgrades in heavy truck logistics [6] Industry Participation - The event saw active participation from leading companies such as China National Heavy Duty Truck Group, Foton Motor, Dongfeng Liuzhou Motor, BYD Commercial Vehicles, and others, showcasing the vitality of high-quality development in the truck industry [8] - The current market exhibits a symbiotic relationship between traditional and new energy vehicles, with traditional fuel vehicles still playing an irreplaceable role in key areas like long-haul and specialized operation vehicles [8] Future Outlook - As the event approaches its 10th anniversary in 2026, the organizing team plans to comprehensively analyze ten years of survey data and release the "China Truck User Operation White Paper," focusing on core topics such as cost control, fleet management, low-carbon transformation, and value-added services [8]

证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 1 | | 完善新能源产品序列，满足不同场景需求；继续深耕海外市场， | | --- | --- | | | 通过产品优化与人员协同，抢抓海外增长机遇。 | | | 2.公司发电产品相关的布局和业务发展情况 | | 全球 | AI 快速发展驱动电力需求激增，发电产业迎来高速发 | | | 展机遇，公司发电业务正以精准卡位的技术与产品以及前瞻的 | | | 产能布局快速拓展市场，以柴油、天然气、SOFC 等多种产品组 | | | 合充分满足备用电源和主电源等多元化市场需求，成为公司利 | | | 润来源多元化的主要驱动业务之一。未来，潍柴将持续为客户 | | | 提供高效、可靠、安全、清洁的数据中心电源解决方案，并建 | | | 立完善适应全球高端客户的大数据中心业务产业链生态，为全 | | | 球能源装备市场提供"中国方案"。 | | | 3.股东回报未来展望 | | | 一方面，公司持续做好业务经营，优化利润结构，提升公 | | | 司业绩表现和长期竞争力。另一方面积极通过高频次高比例现 | | | 金分红、股份回购等方式提高股东回报。除一年 ...

| 2026未来产业新材料博览会 | （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 | | --- | --- | | 来产业共性需求特设6大展区， | N3 先进电池与能源材料展区 聚焦 固态 | | 电池 | 、钠电池、钙钛矿、液流电池、电容器 等 | | ， | 欢迎咨询：18957804107 | 【DT新材料】 获悉， 12月12日， 传化集团 与 宁德时代 签署战略合作协议。 传化集团 董事长徐冠巨，集团董事、副总裁徐迅， 传化智联 董事长周家海， 新安 股份 董事长吴严明， 宁德时代 董事长曾毓群，监事会主席兼区域管理总裁吴映明， 时代骐骥 副总经理朱正良，零碳生态发展部华中区域总经理乔鹏飞等双方高 层见证签约。 基于共同愿景，双方合作将重点聚焦四大领域： 1、推动新能源材料联合创新 。双方将携手开展电池关键材料的联合研发，推进技术创新迭代与产业升级，并加快构建绿色低碳、安全高效的新能源材料供应链体 系。 2、共建重卡换电能源枢纽运营体系 。依托传化全国公路港网络与丰富物流场景，双方将系统推进电动重卡示范推广、换电基础设施布局及联合平台运营建设等， 共同构建商用车 ...

证券时报记者获悉，近日，传化集团与宁德时代（300750）签署战略合作协议。双方将立足各自产业优 势，深化协同创新，共同构建绿色、智能、可持续的产业生态。 此次战略合作协议，双方高层出席人员的规格颇高。传化集团董事长徐冠巨，集团董事、副总裁徐迅， 传化智联（002010）董事长周家海，新安股份（600596）董事长吴严明，宁德时代董事长曾毓群，监事 会主席兼区域管理总裁吴映明，时代骐骥副总经理朱正良，零碳生态发展部华中区域总经理乔鹏飞等双 方高层见证签约。 在签约仪式上，传化集团董事长徐冠巨表示，此次合作是双方着眼未来发展作出的战略选择，宁德时代 的技术创新将为传化转型变革提供重要支撑，传化的丰富产业场景也为宁德时代提供了广阔应用空间。 未来双方将携手推动重卡换电能源枢纽打造、新能源材料研发、具身智能机器人场景应用及零碳场景建 设等合作深化落地，共同探索更多创新可能。 宁德时代董事长曾毓群表示，传化在公路港、产业园区等方面拥有独特场景优势，双方合作恰逢其时、 大有可为，期待双方不断深化务实合作，共同推动新能源产业高质量发展。 基于共同愿景，双方合作将重点聚焦四大领域： 一是推动新能源材料联合创新。双方将携手开 ...

Key Points - The core view is that in the heavy truck sector, exports will surpass domestic sales by 2026, with electric and natural gas vehicles outpacing diesel trucks, focusing on export leaders [2][3][12] - For 2025, domestic sales are expected to reach 814,000 units, a year-on-year increase of 35.2%, while exports are projected at 332,000 units, up 14.3%, leading to a total wholesale volume of 1,143,000 units, reflecting a 26.7% increase [2][19] - The natural demand for heavy trucks is stabilizing, with an estimated 646,000 units driven by natural demand in 2025, indicating that policy support is not the sole driver of growth [2][19] - By 2026, the penetration rate of electric heavy trucks is expected to rise to 30%-35%, with natural gas trucks also gaining traction as gas prices decline and oil prices stabilize [3][12] - Investment recommendations include focusing on export leaders such as China National Heavy Duty Truck Group (China National Heavy Duty Truck H), engine leaders like Weichai Power, and companies with potential in both export and domestic sales like China National Heavy Duty Truck A, FAW Jiefang, Foton Motor, and CIMC Vehicles [3][12] Commercial Vehicle Sector - The bus sector is expected to see stronger external demand than internal demand in 2026, with a projected 3% increase in domestic sales and a 30% increase in exports [5][13] - The key players in the bus sector include Yutong and King Long, which are expected to benefit from the dual drivers of domestic recovery and sustained overseas demand [6][13] Motorcycle Sector - The motorcycle market is witnessing a decline in domestic sales but a significant increase in exports, particularly for large-displacement motorcycles, which are expected to grow by 31% year-on-year in 2026 [8][14] - The total motorcycle sales for 2026 are projected to reach 19.38 million units, a 14% increase, with large-displacement motorcycles expected to account for 1.26 million units [8][14] - Investment recommendations in the motorcycle sector favor leading companies such as Chunfeng Power and Longxin General [9][14]

一、 核心观点：新能源重卡（尤其是电动重卡）是确定性的未来趋势 无论短期政策如何波动，电动重卡替代传统燃油/燃气重卡是行业不可逆转的大趋势。其驱动力并非完全依赖补贴，而 是 经济性、环保压力和行业竞争倒逼 的共同结果。 一方面：想抓住当前的政策红利和"蜜月期"价差红利，尽快上车。 另一方面：担心技术迭代太快，当前购买的车型会迅速过时。 二、 当前市场表现与驱动因素 2.高渗透率： 经销商区域（河南）同比去年增长50%-55%-60%。 全国来看，2025年1-11月电动重卡销量已突破16.1万台，全年预计达18万台，是历史性突破。 预计2025年全年重卡总销量（含出口）可达100-110万台，其中国内销量约68-70万台。 短途运输（200-300公里）：电动重卡渗透率已达80%-85%，基本完成替代。 中途运输（800-1000公里）：渗透率快速提升至45%-50%。 整体渗透率：电动重卡在重卡全行业渗透率约23%-25%；在核心的牵引车细分市场，渗透率已达约30%。 经济性压倒优势：电动重卡运营成本极低，相比油车， 每公里可节省约1元 。以600度电车型为例，与油车 价差约28万元，通过油电差价，自有充电 ...

Summary of Key Points from Conference Call Records Industry Overview - The conference call discusses the outlook for the power sector in China, particularly focusing on the "14th Five-Year Plan" (十四五) and "15th Five-Year Plan" (十五五) periods, emphasizing the transition towards renewable energy sources and the role of independent energy storage systems [1][2][5]. Core Insights and Arguments Power Generation - Existing new coal-fired power projects are expected to be operational by 2025, while nuclear power is projected to peak in production around 2027-2028, with 10-12 units approved annually since 2021 [1][2]. - The demand for wind power remains resilient, with annual installations expected to be between 100-120 GW during the "15th Five-Year Plan," particularly in offshore wind energy [1][3][4]. Renewable Energy - Solar photovoltaic (PV) installations are anticipated to decline to 150-200 GW in 2026 due to policy impacts but are expected to recover thereafter [3][4]. - The overall electricity demand in China is projected to grow at a rate above GDP growth, with a forecasted increase of 5% in 2025, driven by rising electrification levels [5][6]. Energy Storage - The independent energy storage sector is witnessing increased investment from private enterprises, driven by the rising share of renewable energy and supportive local government policies, particularly in Shanxi Province [7][8]. - The demand for energy storage is expected to grow at a compound annual growth rate (CAGR) of 25% over the next five years, with a significant increase in demand for materials like aluminum due to the rise in storage capacity [11][16]. Market Dynamics - The cancellation of subsidies for new energy passenger vehicles may lead to a potential decline in demand, but a growth rate of at least 6% is still anticipated [13]. - The market for electric light and heavy trucks is expected to exceed expectations, with penetration rates projected to reach 30% for heavy trucks and 25% for light trucks by 2026 [14]. Additional Important Insights - The economic viability of the energy storage market has improved significantly post the introduction of policy 136, leading to a more optimistic market sentiment [10]. - The global market for electrolytic aluminum and copper is expected to face shortages in 2026, with lithium markets remaining balanced but potentially tight in certain months [17]. - The upcoming renewal of duty-free contracts at major airports like Shanghai and Beijing is expected to enhance profitability, with potential increases in profit margins from improved duty-free consumption [20]. This summary encapsulates the critical insights and projections regarding the power and renewable energy sectors in China, highlighting both opportunities and challenges in the evolving market landscape.

（来源：中色东方） 12月2日，人民日报海外版发布文章《今年1至10月，我国全行业对外直接投资超万亿元——中国对外投资大国地 位日益稳固》，对中国有色集团海外绿色高质量发展实践进行了报道，文中介绍了集团海外投资发展总体情况， 以及积极践行绿色可持续发展理念、推进传统产业绿色化智能化升级、助力当地经济社会发展等情况。 今年1至10月，我国全行业对外直接投资超万亿元——中国对外投资大国地位日益稳固 商务部和国家外汇局发布的最新数据显示，今年1至10月，我国全行业对外直接投资10332.3亿元人民币，同比增 长7%。其中，我国境内投资者共对全球152个国家和地区的9553家境外企业进行了非金融类直接投资，累计投资 8726亿元人民币，增长6%。 分析人士认为，高水平对外开放是"走出去"和"引进来"并重的开放，中国企业对外投资高质量发展，不仅有利于 全球要素优化配置，也有利于相关国家和地区经济社会发展及民生改善，更好实现互利共赢。 中国企业对外投资有哪些新动向、新看点和新趋势？记者进行了采访。 图 | 程硕制图（新华社发） 在全球设立境外企业5.2万家 谈及海外业务，很多中国企业已经不满足于用"走出去"进行简单概括。 ...