此次首航的"氨晖号"，由合肥综合性国家科学中心能源研究院和深圳海旭新能源有限公司联合开发，其 搭载中船河柴1台200kW燃气发电机组、2台100kW推进电机以及双桨推进系统，满载排水量50吨，额定 航速10节。中船河柴凭借在燃气内燃机领域深厚的技术积淀与丰富的工程经验，于2024年年初承接纯氨 燃料内燃机项目。 "针对氨燃料独特的燃烧性能，我们对内燃机点火系统、燃料供给系统以及空燃比控制系统等核心部 件，进行了定制化优化改进。在设备交付后，技术服务团队全程保障陆上联调及装船试航，多次赴现场 解决技术难题，以高效服务赢得了客户的高度认可。"中船河柴有关负责人说。 7月2日，记者从位于洛阳的中国船舶集团河南柴油机重工有限责任公司（以下简称"中船河柴"）获悉， 全球首艘纯氨燃料内燃机动力示范船"氨晖号"，在安徽合肥巢湖水域完成首航。该船搭载的 CHG234V8MPI燃气发电机组，由中船河柴自主研发，这意味着该企业在氨燃料船舶工业化应用上取得 重大突破。 作为化学工业的重要原料，氨具有高能量密度且不含碳元素等特性，完全燃烧后仅产生水和氮气，被业 界视为航运脱碳的"潜力股"。 据介绍，此次纯氨动力示范船首航成功，实现了 ...

对于占据国内搜索市场重要份额的百度而言，"忘掉搜索"并非否定搜索价值，而是传统搜索形态"不 得不变"。 用户获取信息的渠道已经发生剧变：他们不再将搜索视为唯一信息入口，海量需求流向抖音、小红书 等内容平台；同时，百度还要面对包括阿里夸克、秘塔、360纳米搜索等AI搜索新势力玩家的挑战。 百度此次改版最直接的变化是经典的搜索框变大，成为"智能框"。原本只支持几十个字的搜索框， 现在能放得下超千字的长文本，也可以上传文件，直接集成了AI写作、AI画图等功能。不过记者测试 发现这些AI功能还未全量开放，目前处于灰度梯度测试阶段。 2025.07. 02 本文字数：1304，阅读时长大约3分钟 作者 | 第一财经 刘佳 "忘掉搜索。" 7月2日，在百度宣布迎来了搜索业务十年来最大一次改版后，百度副总裁、百度搜索总经理赵世奇 在接受第一财经等媒体采访时这样说。 2022年ChatGPT的横空出世，搜索是互联网圈最先拉响警报的行业。但行业期待的颠覆性变革并未 即刻发生。直到2024年7月，OpenAI才正式推出AI搜索产品SearchGPT，谷歌推出AI Overviews 应战，而以Perplexity为代表的AI原生 ...

"忘掉搜索"并非否定搜索价值，而是传统搜索形态"不得不变"。 "忘掉搜索。" 7月2日，在百度宣布迎来了搜索业务十年来最大一次改版后，百度副总裁、百度搜索总经理赵世奇在接 受第一财经等媒体采访时这样说。 2022年ChatGPT的横空出世，搜索是互联网圈最先拉响警报的行业。但行业期待的颠覆性变革并未即刻 发生。直到2024年7月，OpenAI才正式推出AI搜索产品SearchGPT，谷歌推出AI Overviews应战，而以 Perplexity为代表的AI原生搜索平台如今估值达140亿美元，用"答案引擎"模式冲击传统搜索逻辑。 对于占据国内搜索市场重要份额的百度而言，"忘掉搜索"并非否定搜索价值，而是传统搜索形态"不得 不变"。 用户获取信息的渠道已经发生剧变：他们不再将搜索视为唯一信息入口，海量需求流向抖音、小红书等 内容平台；同时，百度还要面对包括阿里夸克、秘塔、360纳米搜索等AI搜索新势力玩家的挑战。 百度此次改版最直接的变化是经典的搜索框变大，成为"智能框"。原本只支持几十个字的搜索框，现在 能放得下超千字的长文本，也可以上传文件，直接集成了AI写作、AI画图等功能。不过记者测试发现 这些AI功能 ...

Core Insights - Vertiv (VRT) is showing strong upward momentum, trading above its 200-day and 50-day simple moving averages, indicating price stability and a long-term bullish trend [2][5] - The stock has gained 13% year-to-date, outperforming the broader Zacks Computer and Technology sector's increase of 6.1% and its closest peer, Eaton (ETN), which gained 7.6% [6] - Vertiv's extensive product portfolio and strong order growth, with organic orders increasing approximately 20% and a backlog of $7.9 billion, highlight its robust market position [7][9] Financial Performance - For 2025, Vertiv raised its revenue outlook to between $9.325 billion and $9.575 billion, with expected organic net sales growth of 16.5% to 19.5% [15] - The second-quarter 2025 revenue is projected to be between $2.325 billion and $2.375 billion, with organic net sales expected to increase by 19% to 23% [16] - The Zacks Consensus Estimate for Vertiv's 2025 revenues is pegged at $9.51 billion, suggesting an 18.71% year-over-year growth [18] Strategic Partnerships - Vertiv's partnership with NVIDIA is a key catalyst, enhancing its AI-ready cooling and power solutions for next-generation data centers [11][12] - The collaboration with Tecogen to offer advanced natural gas-powered chiller technology further strengthens Vertiv's portfolio [13][14] Valuation Metrics - Vertiv is currently trading at a trailing 12-month Price/Book ratio of 18.35X, significantly higher than the broader sector's 10.12X and Eaton's 7.53X [20] - Despite being overvalued, the company's strong portfolio and partner base justify its premium valuation [21]

Key Takeaways GEV's Electrification segment posts strong, consistent revenue growth. Siemens Energy and Eaton also benefit from the rising energy generation. GEV trades at a 165% premium to the industry, with a mixed earnings outlook. While headlines often focus more on GE Vernova Inc.’s (GEV) wind and gas turbine businesses, the company’s Electrification segment has always played the role of a key growth engine. In a world racing toward clean energy, the focus lies on modernizing outdated grids and enabl ...

Asia Power Equipment & China Utilities Global marketing feedback and investors' positioning We received divergent investor views on the Asia power equipment/China utilities space during our recent global marketing (US, EU). While investors are generally bullish on the sector amid continued strength in power equipment demand and receding trade concerns, some investors were surprised by the recent rally in Korean names (~30% in 1M on average, vs KOSPI +20%) and they think their valuations are no longer cheap. ...

在今年的I/O开发者大会上，谷歌推出了重构搜索方式的"AI Mode"（AI模式）。在该模式下，用户将通 过与Gemini AI对话的方式来获取所需信息，而不是通过传统的链接。AI Mode在美国上线不到两周时 间，SEO方案解决商BrightEdge公布的数据就显示，用户点击率就下降了30%。 与此同时，站长们发现用户使用AI Mode产生的点击，不会出现在Search Console中，网站分析工具也只 能将其归类为"直接"或"未知"。用SEO从业者的话来说，"谷歌不想让外界知道AI Mode实际为外部网站 带来了多少的流量。" 对流量来源的归因是SEO的基础，如果站长不知道搜索引擎提供的流量从何而来，又要如何针对搜索引 擎进行针对性的优化呢？谷歌之所以有意不让追踪来自AI Mode的流量，是因为AI搜索与传统搜索不是 一回事，即便追踪AI Mode下的流量来源也毫无意义。而传统SEO中"链接排在首页才有流量"的认知， 更是无法应用在AI搜索中。 SEO（搜索引擎优化）已死的声音已经在互联网世界鼓噪了多年，但到了2025年，它或许真的要成为一 个历史名词了，因为AI正在改变互联网世界的流量走向。 一个有趣 ...

Noble Capital Markets Emerging Growth Virtual Equity Conference June 2025 Forward Looking Statement & Disclosures Except for specific historical information, many of the matters discussed in this presentation may express or imply projections of revenues or expenditures, statements of plans and objectives or future operations or statements of future economic performance. These statements may discuss goals, intentions and expectations as to future trends, plans, events, results of operations or financial cond ...

Vertiv (VRT) shares are overvalued, as suggested by a Value Score of D. In terms of the trailing 12-month Price/Book, Vertiv is currently trading at 15.43X compared with the broader Zacks Computer and Technology sector’s 9.33X.Price/Book RatioImage Source: Zacks Investment ResearchIn terms of share price performance, Vertiv shares have plunged 5% year to date (YTD), underperforming the broader sector’s 1.7% decline. The company’s share price has declined due to increasing macroeconomic challenges and uncert ...

Investor Presentation FY 2022 June 2022 The information contained in this presentation is provided by CSI Properties Limited (the "Company") based on information available to it and does not constitute a recommendation regarding the securities of the Company and or its subsidiaries The information contained in this presentation has not been independently verified. In all cases, interested parties should conduct their own investigation and analysis of the information. No representation or warranty, expressed ...