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【明日主题前瞻】随着6G技术不断发展及标准确立,产业有望迎来机遇期
Xin Lang Cai Jing· 2025-11-05 12:20
Group 1: 6G Technology Development - The 2025 6G Development Conference will be held on November 13-14 in Beijing, focusing on key scenarios such as intelligent integration and immersive communication [1] - By 2040, the number of 6G terminal connections is expected to increase over 30 times compared to 2022, highlighting the importance of infrastructure development for communication upgrades [2] - Companies like Segar Technology and Guolai Testing are actively involved in the research and development of 6G technology and related products [2] Group 2: Winter Tourism in Heilongjiang - Heilongjiang Province will launch a "100-day action" for winter ice and snow tourism from November 8, 2025, aiming to create a comprehensive ice and snow tourism system [3] - The ice and snow industry is projected to exceed 1 trillion yuan in value by 2025, driven by policy and supply incentives [3] - Investment opportunities are identified in infrastructure construction, ice and snow equipment production, and training for ice and snow sports [3] Group 3: Green Hydrogen Energy - Over 60 countries have announced hydrogen energy strategies, with green hydrogen accelerating its application in industrial, chemical, and transportation sectors [6] - The hydrogen energy industry is expected to grow due to favorable policies and increased investment in hydrogen production technologies [6] - Companies like Meijin Energy and Yihua Tong are developing comprehensive hydrogen energy solutions, including production, storage, and application in various fields [7] Group 4: Quantum Communication - China Telecom is rapidly expanding its "quantum metropolitan area network" in multiple cities, indicating a strong focus on quantum communication infrastructure [8] - China has established a complete technology system in quantum communication, achieving significant milestones such as the world's first large-scale quantum network [8] - Companies like Dipu Technology and Fujida are involved in key quantum communication projects and product development [8] Group 5: Virtual Power Plants - The largest thermal storage virtual power plant in China has been launched, demonstrating the integration of energy and information technology [10] - The government aims for a mature operational mechanism for virtual power plants by 2027, with a target capacity of over 20 million kilowatts [10] - Companies like Guodian Nanzi and GCL Energy are actively developing virtual power plant solutions and expanding their operations across various regions [11]
国电南自:公司虚拟电厂调控系统可接入分布式光伏、储能、充电桩、微电网及多类型工业可调负荷等
Mei Ri Jing Ji Xin Wen· 2025-07-30 12:14
每经AI快讯,有投资者在投资者互动平台提问:公司重点突破的虚拟电厂调控系统(接入1.2万个分布 式电源)可接入哪些领域?公司在虚拟电厂领域的行业优势与地位如何? 国电南自(600268.SH)7月30日在投资者互动平台表示,公司虚拟电厂调控系统可接入分布式光伏、 储能、充电桩、冰蓄冷、楼宇空调、微电网及多类型工业可调负荷等。公司充分聚焦虚拟电厂战新产业 发展,目前已形成了虚拟电厂全套产品和整体解决方案,具备能碳虚拟电厂系统研发和参与建设的能 力。 (文章来源:每日经济新闻) ...
国电南自(600268.SH):具备能碳虚拟电厂系统研发和参与建设的能力
Ge Long Hui· 2025-07-30 10:30
格隆汇7月30日丨国电南自(600268.SH)在互动平台表示,公司虚拟电厂调控系统可接入分布式光伏、储 能、充电桩、冰蓄冷、楼宇空调、微电网及多类型工业可调负荷等。公司充分聚焦虚拟电厂战新产业发 展,目前已形成了虚拟电厂全套产品和整体解决方案,具备能碳虚拟电厂系统研发和参与建设的能力。 ...