今天(7月13日)，新疆环塔里木盆地750千伏输变电工程全线贯通，总线路长度为4197千米，围绕塔里木 盆地"画"了一个圈。电网延伸涵盖区域接近我国陆地面积的九分之一，是我国最大的750千伏超高压输 电环网。该工程有四大亮点：①带动产业投资、提供就业岗位；②缓解南疆清洁能源基地接网瓶颈难 题；③提升南疆电网供电能力；④带动生态治沙、工程治沙，锁紧塔克拉玛干沙漠。该工程历经15年建 设，大部分沿着塔克拉玛干沙漠进行，难度极大。(央视新闻) ...

新华社乌鲁木齐7月13日电 题：4197公里"能量环"！我国最大盆地超高压电力环网贯通 新华社记者杜刚 单条输电线路就可以供电，为什么要建设环网？ 国网新疆建设分公司第一项目管理中心副主任徐玉波解释，环网可以让电力"血液"从多个路径流动，避 免单点堵塞导致"缺血"，南疆的电力保障上了一个新台阶。 历时15年建设，总长4197公里的环塔里木盆地750千伏输变电工程全线贯通，这意味着我国最大的盆地 ——塔里木盆地装上了电力"能量环"。 7月13日，在塔克拉玛干沙漠南缘，最后一段电线被轰鸣着的牵引机拽着，从183号铁塔出发，掠过和若 铁路和国道315线，最终牢牢锚定在188号铁塔上。 这条目前我国最大的750千伏超高压输电环网，是我国在塔克拉玛干沙漠周边，继铁路、公路等之后完 成的又一项基建大工程。 从高空俯瞰，超高压电力环网沿着塔里木盆地，在沙漠边缘、陡峭的山坡上蜿蜒游走，如同舒展的"血 管"；近1万座铁塔扎进沙漠戈壁，是撑起整个线路的"骨骼支架"；9座750千伏变电站是跳动的"心脏"， 收集风电、光电、火电、水电，调整电压后，再把电送出去。 国网新疆经研院新型电力系统规划研究中心主任辛超山说，新疆和中东部存在时 ...

1. 【天舟九号船箭组合体转运至发射区，将于近日择机发射】7月12日消息，天舟九号货运飞船与长 征七号遥十运载火箭组合体垂直转运至发射区，计划于近日择机实施发射。（央视新闻） 2.【 纳米"双光子工厂"问世，中国科研团队成功研制新型量子纠缠光源】 近日，《自然》杂志在线 发表中山大学物理学院王雪华、刘进教授团队主导的最新研究成果。团队提出了一种全新的腔诱导自 发双光子辐射方案，在国际 上率先实现与单光子辐射强度相当的自发双光子辐射，研发出保真度高达 99.4%的按需触发式新型微纳量子纠缠光源。这一成果为新一代量子精密测量技术的发展，以及功能 化光量子信息处理芯片的构建提供了关键支撑。（ 财联社 ） 3.【运来智能机器人研制总部项目落地无锡高新区】7月12日消息，运来智能董事长兼CEO于振华一 行7月11日来访无锡高新区。无锡高新区党工委书记、区委书记崔荣国与于振华一行交流会谈，并出 席运来智能机器人研制总部项目签约活动。崔荣国表示，无锡高新区作为长三角地区重要的先进制造 业高地，近年来着力打造包括智能装备等地标产业在内的"6+2+X"现代产业集群，布局人工智能和机 器人等"5+2+N"未来产业。 此外，如果您 ...

Group 1 - The core viewpoint highlights China's continuous innovation breakthroughs, marked by significant achievements such as the launch of the first domestically produced aircraft carrier Fujian, the operational commencement of the world's first fourth-generation nuclear power plant, and the commercial flight of the C919 aircraft [1][3]. - The innovation breakthroughs are attributed to a systematic strategic framework that enhances the efficiency of basic research transfer and transformation, with R&D investment intensity reaching 2.68% and the proportion of basic research increasing to 12.3% by 2024 [3][4]. - The collaborative effort across society is emphasized, where government, enterprises, research institutions, and markets work in sync to drive innovation, exemplified by the continuous advancements in the electric vehicle industry, which has led to China maintaining the world's largest production and sales of new energy vehicles for ten consecutive years [4][6]. Group 2 - The sustainable supply of talent is identified as a key driver of innovation, with China having the largest total human resources and R&D personnel globally, producing over 5 million graduates annually in science, technology, engineering, and mathematics [6][7]. - Looking ahead to the 15th Five-Year Plan, innovation is positioned as the core driving force for high-quality development, with a focus on strengthening basic research, enhancing collaborative innovation, and building a robust talent pipeline to ensure continuous innovation momentum [7].

未经许可，不得转载或者引用。 投资要点 华为汽车业务核心竞争力来源于【华为价值观：以客户为中心+以奋斗者为本+以价值为 纲】。 区别于其他车企，华为汽车业务是依托于其ICT领域的技术底座，而且从方法论角度华为是具 备三大体系化能力【IPD（研发）+ISC（供应链）+IPMS（营销与销售）】。这些能力的构建 是华为以通信行业起家经历了"从模仿创新到引领创新"的蜕变，而且从通信到手机业务的成功 复制。 华为在汽车行业的定位我们认为是"帮助车企造好车、卖好车"。 智选模式和HI模式我 们认为最终都是殊途同归，借助华为强大的技术底座能力去赋能中国车企做大做强。 复盘总结2020-2025年华为汽车业务：智选模式发展好于HI模式。 背后原因在于过去5年汽车接受智能手机方法论洗礼的阶段（或理解为降维打击），智选模式 华为与合作伙伴（以赛力斯为代表）的效率是最高，且成功抓住了汽车高端市场的发展契机。 而智选模式内部的差异来源于：越高端市场对原创新要求越高，颠覆外资品牌难度系数越大， 或需要更多时间的沉淀。 展望2025-2030年华为汽车业务：打造算力-算法-数据的商业闭环。 未来5年汽车是智能化时代，智能汽车不是简单的智 ...

Core Viewpoint - This year marks the 100th anniversary of quantum mechanics, with UNESCO declaring it the "International Year of Quantum Science and Technology," highlighting significant advancements in quantum computing, communication, and measurement in China [1] Quantum Computing - Quantum computing is likened to the "engine" of quantum technology, with recent breakthroughs including the release of the superconducting quantum computing prototype "Zuchongzhi No. 3," which outperforms the fastest supercomputers by a factor of one trillion [2] - The transition from basic research to large-scale, practical applications in quantum computing is accelerating, with industries such as finance, aerospace, and pharmaceuticals recognizing its potential [2][3] Quantum Communication - China has achieved significant milestones in quantum direct communication, including a record-breaking communication speed over 100 kilometers and the establishment of a 300-kilometer quantum direct communication network [4] - The successful satellite-based transmission of encrypted image data over a distance of over 12,900 kilometers marks a significant leap towards long-distance secure quantum communication [4] - The emphasis on quantum communication is driven by national support and investment, positioning China strategically in the global quantum information technology landscape [4][5] Quantum Measurement - The release of various quantum sensors, including diamond single-spin sensors and quantum magnetometers, indicates rapid advancements in quantum measurement technology [7] - Applications in medical fields, such as early screening for coronary heart disease, and industrial quality control in lithium battery production are being explored [7] - Despite key breakthroughs, experts note that there is still a considerable gap compared to advanced countries, particularly in foundational theory and market acceptance [7] Strategic Outlook - The development of quantum technology is compared to a marathon, emphasizing the need for sustained strategic determination alongside innovation and leadership [8]

转自：新华财经 新华财经北京7月11日电（记者董道勇）近日，佛山地铁光伏发电项目一期工程在狮山车辆段成功并网发电，标志着佛山轨道交通在绿色能源规模化应用领 域迈出了坚实的一步。在上述解决方案背后，广州白云电器设备股份有限公司（603861）扮演了关键角色。 图为广州 设备股份有限公司 白云电器作为领先的绿色智慧能源综合解决方案服务商，聚焦智能电网、特高压、轨道交通、新能源等领域，为客户提供电力设备、解决方案及运维服务。 公司从改革开放初期打铁创业起步，历经三代人、六个阶段、四十多年的转型升级，探索出一条从传统电力装备制造企业转型升级为领先的绿色智慧能源综 合解决方案服务商的实践之路。公司拥有完整的电力设备产品链，包括智能电网成套开关设备、特高压、超高压、高压电力电容器组成套装置、互感器、干 式电容器、气体绝缘金属封闭开关设备（GIS）、母线、电力电子产品、智能元件、变压器等全系列产品、智能变电站等多种解决方案和运维服务。 白云电器副总裁曾彬华介绍说，公司一直专注于电力设备领域，视创新为企业发展的DNA，作为国家技术创新示范企业及国家认定企业技术中心，在研发 方面采取自主创新为主、同时结合联合开发的模式，聚力攻 ...

Group 1 - The core point of the article highlights the challenges faced by Chinese companies in India, particularly focusing on the case of Baobian Electric, which sold its 90% stake in its Indian subsidiary for approximately 137 million RMB after incurring significant losses over six years [1][2][29] - Baobian Electric aimed to establish a foothold in the Indian market in 2016 but faced continuous losses, ultimately leading to its exit from the market [2][29] - The article discusses the advanced technology of Baobian Electric in the field of ultra-high voltage transformers, emphasizing its critical role in China's power infrastructure [3][4][12] Group 2 - The article points out that India's strategy of acquiring foreign technology often results in a lack of capability to fully industrialize or implement these technologies effectively [6][9][12] - It provides examples of previous collaborations where Indian companies have benefited from Chinese technology but struggled to replicate the success due to systemic industrial shortcomings [7][9][12] - The article argues that India's approach to foreign investment and technology acquisition is driven by a combination of historical factors and current political strategies, leading to a focus on short-term gains rather than sustainable industrial development [18][26][39] Group 3 - The article suggests that the current global industrialization window has closed for India, making it increasingly reliant on opportunistic strategies to acquire technology from foreign companies [23][25][26] - It discusses the implications of India's political and social structure on its industrialization efforts, highlighting the challenges posed by regional governance and resource allocation [21][23][39] - The article concludes that the contrasting historical experiences of China and India shape their respective approaches to globalization and industrialization, with China having a more cohesive strategy for development [40][41]

最新一期业绩显示，2025年一季报，公司实现营业收入4.82亿元，同比-1.92%；净利润1.43亿元，同比 2.74%，销售毛利率48.92%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13奕瑞科技37.8038.113.91177.29亿行业平均 52.0649.724.58107.83亿行业中值37.2238.112.4752.18亿1九安医疗10.3010.410.81173.78亿2英科医疗 10.8811.730.97171.88亿3新华医疗14.4413.391.1892.58亿4振德医疗15.4114.530.9855.95亿5奥美医疗 15.5115.201.5956.04亿6山东药玻15.6115.661.79147.65亿7康德莱16.0916.111.3334.68亿8维力医疗 16.6017.261.9537.87亿9奥泰生物16.6317.541.3453.04亿10九强生物16.7915.612.0683.13亿11安杰思 17.5917.802.1352.22亿12三鑫医疗18.9718.983.1243.15亿 来源：金融界 7月11日，奕瑞科技今日收盘88.5 ...

Core Viewpoint - VinFast has signed a strategic cooperation agreement with BatX Energies to develop a high-voltage battery recycling and reuse project, marking a significant step in localizing its supply chain in India and optimizing product lifecycle [1] Group 1: Company Overview - VinFast is a Vietnamese electric vehicle manufacturer focusing on expanding its operations in the Indian market [1] - BatX Energies is a leading clean technology company in India, providing comprehensive solutions for battery recycling [1] Group 2: Project Details - The agreement includes the recycling of high-voltage batteries and the recovery of materials such as lithium, cobalt, and nickel [1] - The project will also involve the reuse of batteries within VinFast's manufacturing plants and after-sales systems in India [1] Group 3: Strategic Importance - This collaboration is a crucial part of VinFast's strategy to enhance its local supply chain and improve the sustainability of its products [1]