请务必阅读报告末页的重要声明glzqdatemark1证券研究报告非金融公司|公司深度|阿特斯(688472)国际化优势显著,光储出海空间广阔2025年03月03日|报告要点|分析师及联系人证券研究报告请务必阅读报告末页的重要声明1/36随着光储平价进程的推进,用电需求及新能源渗透率提升,供给侧竞争加剧阶段国内市场盈利有所下滑,欧美等海外光伏及储能市场仍有望具备较高的需求增速及盈利能力;公司作为股权结构、产能布局、渠道建设等方面...
时间:2025-03-04 22:35栏目:研究报告
1AcceleratingthedevelopementoffloatingoffshorewindinChinaAcceleratingthedevelopmentoffloatingoffshorewindinChinaHowastrategicpartnershipwiththeUnitedKingdomcouldovercomekeytechnologysupplychainbottlenecksAzureInternationalEngagingChina’scleanenergymarkets•LeadingChinaenergyadvisorsince2003•Onthegroundteamofengineersandanalyststosupportyourprojects•ExcellentnetworkwithintheChineserenewableen...
时间:2025-03-03 17:47栏目:研究报告
请务必仔细阅读正文之后的评级说明和重要声明证券研究报告航运港口行业点评报告hyzqdatemark投资评级:看好(维持)证券分析师孙延SAC:S1350524050003sunyan01@huayuanstock.com曾智星SAC:S1350524120008zengzhixing@huayuanstock.com王惠武SAC:S1350524060001wanghuiwu@huayuanstock.com联系人张付哲zhangfuzhe@huayuanstock.com板块表现:油价对制裁反应钝化,美国对伊制裁或加速——航运船舶市场系列(十)投资要点:...
时间:2025-03-03 17:47栏目:研究报告
请务必仔细阅读正文之后的评级说明和重要声明证券研究报告航运港口行业深度报告hyzqdatemark投资评级:看好(维持)证券分析师孙延SAC:S1350524050003sunyan01@huayuanstock.com曾智星SAC:S1350524120008zengzhixing@huayuanstock.com王惠武SAC:S1350524060001wanghuiwu@huayuanstock.com联系人张付哲zhangfuzhe@huayuanstock.com板块表现:西方对俄制裁逆共识,俄油返欧利好VLCC——航运船舶市场系列(九)投资要点:...
时间:2025-03-03 17:46栏目:研究报告
ThePathtoaNewEraforNuclearEnergyTheIEAexaminesthefullspectrumofenergyissuesincludingoil,gasandcoalsupplyanddemand,renewableenergytechnologies,electricitymarkets,energyefficiency,accesstoenergy,demandsidemanagementandmuchmore.Throughitswork,theIEAadvocatespoliciesthatwillenhancethereliability,affordabilityandsustainabilityofenergyinits32Membercountries,13Associationcountriesandbeyond.Thispublica...
时间:2025-02-27 22:19栏目:研究报告
证券研究报告|行业深度请仔细阅读本报告末页声明gszqdatemark电子电源:把握AI供电体系升级机遇服务器供电:机柜功率密度提升,大陆厂商逐步突破。高压电从电网进入数据中心后,服务器电源PSU会先将交流电转为直流电,并降压到48伏特;接着主板上的DC/DC转换器,再将电压转换成CPU用的12伏特和GPU用的0.8伏特低电压。随着以英伟达为代表的厂商算力芯片功耗持续提升,机柜功率密度增长,峰值功耗或将由2024-2025年的130-250kw到...
时间:2025-02-27 22:19栏目:研究报告
FlexiblePowerSystemDispatchforHigh-penetrationRenewableEnergyIntegrationZhengYanProfessorofElectricalEngineeringShanghaiJiaoTongUniversity2024-082Intra-provincialFlexibleDispatch3Inter-provincialCoordinatedOptimization4ConclusionsandFutureWork1Background189619201987200618961920■19872006Contents2Inter-provincialintegrationofrenewableenergysupportedbyUHVtransmissionMarketMechanismandPowerSystemt...
时间:2025-02-25 19:21栏目:讲演PPT
03|NoAI,NoFuture:AIwillbethedefiningfactorforcost-efficiency,1speed,andcompetitiveadvantage.WhitepaperAcceleratingautomotivetransformationthroughpartnershipsHowsoftwareandstrategicallianceswillreshapetheglobalmobilitymarketDisclaimerTheopinionsandassessmentsexpressedinthiswhitepaperaresolelythoseoftheauthorsanddonotnecessarilyreflecttheviewsofanyorganizations,partners,oraffiliates.Anyquotesorre...
时间:2025-02-24 20:55栏目:研究报告
2024COLLECTION|1OFFIVERENEWABLES2024GLOBALSTATUSREPORTENERGYSUPPLY20242RENEWABLES2024GLOBALSTATUSREPORT–RENEWABLESINENERGYSUPPLYGlobalTrendsMarketandIndustryTrendsChallengesandOpportunitiesSCIENCEANDACADEMIAAEE–InstituteforSustainableTechnologies(AEE-INTEC)CouncilonEnergy,EnvironmentandWater(CEEW)FundaciónBariloche(FB)InternationalInstituteforAppliedSystemsAnalysis(IIASA)InternationalSolarEn...
时间:2025-02-24 20:54栏目:研究报告
IndiaGasMarketReportOutlookto2030TheIEAexaminesthefullspectrumofenergyissuesincludingoil,gasandcoalsupplyanddemand,renewableenergytechnologies,electricitymarkets,energyefficiency,accesstoenergy,demandsidemanagementandmuchmore.Throughitswork,theIEAadvocatespoliciesthatwillenhancethereliability,affordabilityandsustainabilityofenergyinits32Membercountries,13Associationcountriesandbeyond.Thispublic...
时间:2025-02-22 23:49栏目:研究报告