当整个社会还在焦虑"35岁职场淘汰线"时，华为的22岁俄罗斯女孩已经用新余数算法在数学界撕开一道裂缝；当学术界还在争论"原创需要十年磨一剑"时， 一群平均年龄不到25岁的华为年轻人已经把世界级气象模型从论文变成了现实。12月5日，任正非在ICPC座谈会上的发言，与其说是企业领袖对科技趋势的 研判，不如说是一场对中国科技人才生态的"反常识宣言"——在这场关于创新的终极竞赛里，年龄从来不是上限，好奇心才是的通行证。 一、年龄焦虑的破壁者：当22岁大脑撞上百年算法 在任正非披露的案例里，最具冲击力的细节藏在两个数字里：22岁，新余数算法。这两个词放在一起，本身就是对科技界"论资排辈"潜规则的颠覆。传统认 知里，数学算法的突破需要数十年学术积累，就像陈景润攻克哥德巴赫猜想用了半生，丘成桐证明卡拉比猜想时已近不惑。但华为的22岁俄罗斯女孩，却 用"非典型路径"改写了这个叙事——她没有名校博士头衔，没有资深导师背书，甚至可能连行业内的"规矩"都没完全摸清，却直接在余数算法这个基础数学 领域开辟出新路径。 这背后藏着一个被忽略的真相：在算力爆炸的时代，人类的知识传承方式正在重构。过去需要十年才能掌握的数学工具库，可以通过A ...

土耳其正规划对其输电与配电体系进行重大扩建，包括建设数千公里的高压直流输电系统，总投资需求 约280亿美元。 新华财经伊斯坦布尔11月26日电（记者许万虎）土耳其能源部长阿尔帕斯兰·巴伊拉克塔尔近日表示， 土耳其目前已与世界银行达成一致，将启动最高达60亿美元的融资谈判，用于升级该国电力输送系统。 据透露，土耳其计划在未来十年内将风电与光伏发电装机容量扩大四倍至120吉瓦，并建设两座新的核 电站，这要求对其输电网进行大规模扩容。巴伊拉克塔尔表示，这笔融资将用于高压直流输电线路投 资。 （文章来源：新华财经） ...

Core Viewpoint - China's High Voltage Direct Current Transmission System (HVDCS) has become a core technology for building a new energy system, leveraging its advantages in long-distance and high-power transmission. The market for HVDC is projected to reach 89.2 billion yuan in 2024 and exceed 300 billion yuan by 2028, driven by the expansion of wind and solar power installations and the explosive demand for AI computing power [1][7]. Industry Overview - HVDCS utilizes direct current for high-power, long-distance electricity transmission, converting three-phase alternating current to direct current and back again, enabling efficient and stable energy transfer [2]. - The industry has developed a complete upstream and downstream industrial system, focusing on raw materials, equipment manufacturing, and system integration, with major investments from state-owned enterprises [4]. Market Size and Growth - The HVDC market in China reached 89.2 billion yuan in 2024, a 42.3% increase year-on-year, and is expected to surpass 300 billion yuan by 2028 [7]. - The demand for 800V HVDC technology is anticipated to surge, particularly in the context of AI data centers, with the market projected to grow from 2 billion yuan in 2028 to 6.4 billion yuan by 2030, reflecting a compound annual growth rate of 47% [1][8]. Industry Chain - The HVDCS industry chain includes upstream raw materials, midstream equipment manufacturing, and downstream operation by major power grid companies, facilitating large-scale applications in long-distance transmission and renewable energy integration [4]. Competitive Landscape - The industry is characterized by a concentration of market share among state-owned enterprises like China Xidian and TBEA, while private companies and foreign firms compete in niche areas [10]. - China Hengtian Electric holds a 28% market share, benefiting from partnerships with leading internet companies in the AI data center sector [10]. Development Trends - The industry is expected to see technological advancements, with a shift towards 800V high-voltage platforms and silicon carbide devices, enhancing system efficiency and reliability [11]. - The application scenarios for HVDC are diversifying, including cross-border energy interconnections and industrial microgrids, creating a multi-billion market for related services [12]. - Chinese HVDC companies are transitioning to a global operational model, focusing on technology, standards, and capital, with exports expected to rise to 40% by 2030 [13][14].

Group 1: Humanoid Robots - The global humanoid robot movement is gaining momentum with the preparation for the 2025 World Humanoid Robot Games, attracting numerous enterprises and academic teams for training and testing [1] - Advanced motion control technology is crucial for humanoid robots, integrating components like human-machine interfaces, controllers, drivers, and motors, which together form the backbone of the motion control system [2] - Companies like Changying Precision are providing the "small brain" and body parts for humanoid robots, collaborating with leading brands and entering mass production [3] Group 2: Space Infrastructure - The European Union has initiated research on key ground infrastructure for independent access to space, supported by the European Parliament, aiming to assess current capabilities and future needs [4] - The space economy is transitioning from a government-led exploration focus to a commercially driven ecosystem, with a notable acceleration in the commercialization of space exploration [4] - Companies like Shaanxi Huada and Suobede are involved in producing high-reliability connectors and antennas for various space applications, including satellites and spacecraft [4][5] Group 3: AI and Intelligent Agents - Ant Group's AI customer service agent has successfully passed the evaluation by the China Academy of Information and Communications Technology, becoming the first in the industry to achieve a 4+ level [6] - The rise of AI agents is expected to accelerate commercial applications, with a significant shift from content generation to process agency by 2025 [6] - Companies like Yuanwanggu and Tax Friend are leveraging AI technology to enhance their service offerings in various sectors, including pet economy and digital tax services [6][8] Group 4: Mosquito Repellent Market - There has been a significant increase in the search volume for mosquito repellent products, with over 100% growth in categories like mosquito repellent liquids and sprays, indicating a peak season for the market [7] - The mosquito repellent market is projected to grow at a rate of 7.2%, potentially exceeding 16 billion yuan by 2028, driven by changing consumer preferences towards innovative products [7] - Companies like Runben and Rainbow Group are expanding their product lines to include various effective mosquito repellent solutions suitable for different environments [7] Group 5: Data Center Infrastructure - The importance and value of core infrastructure in data centers are expected to continue rising, particularly in the context of the transition from traditional computing to intelligent computing [9] - The demand for stable and reliable power supply systems in data centers is increasing, with a focus on high-voltage direct current (HVDC) systems [9] - Companies like Zhongheng Electric and Maigemi are actively developing and applying HVDC products in large data centers and intelligent computing centers [10]