Contemporary Amperex Technology stated that this business is "ten times bigger" than power batteries! The "zero carbon" grid is expected to take the lead.
The founder of contemporary amperex technology, Zeng Yuchun, expects that the business of developing and managing a "zero-carbon" grid could be "ten times" larger than supplying batteries for electric autos. He stated that contemporary amperex technology's goal is to create a large independent energy system capable of powering a large datacenter or even a city.
Star Charge's parent company has restarted its A-share IPO and has become a unicorn in the digital energy sector. Both Hillhouse Capital and IDG have invested.
①Wanbang Energy had its first A-share listing counseling filing in October 2020; ② Wanbang Energy once considered a Hong Kong IPO, but it was unsuccessful; ③ Competitor company Teld has also entered the listing counseling stage in the same industry.
The proportion of wind power installed capacity has increased, gcl energy technology's net income in Q3 increased by 20% year-on-year|interpretations
①In the first three quarters of this year, the proportion of wind power installed capacity of the company to the total installed capacity of power generation further increased to 57.81%; ②The demand for energy storage is growing, prices are falling, and it has shifted from single product or technology competition to competition of comprehensive capabilities.
Tsinghua's optical chip research has made new breakthroughs, and domestic optical chips are expected to accelerate penetration.
Professor Fang Lu's research group of the Department of Electronic Engineering and Academician Dai Qionghai's research group of the Department of Automation at Tsinghua University have pioneered a fully forward-looking, intelligent optical computing training architecture and developed the "Taiji-II" optical training chip. DAMO Academy believes that the integration of optoelectronics, silicon photonics and silicon electronics will drive continuous improvement in computing power. In the next 3 years, silicon photonics chips will support high-speed information transmission in large data centers.
Qingdao Tgood Electric: Intelligent manufacturing and charging sectors working together, net profit expected to increase by more than 90% year-on-year in the first half of the year. | Speed read announcement
① The profitability of the two sectors, "Intelligent Manufacturing + Integrated Services" and Electric Vehicle Charging Network, continues to increase, and Qingdao Tgood Electric expects a significant year-on-year increase in net profit in the first half of 2024. ② In January-May 2024, the company's charging volume was about 4.772 billion kWh, and the cumulative charging volume of the company has exceeded 30 billion kWh.
Shenzhen encourages the opening of V2G at the vehicle end for new energy autos, and charging pile operators are expected to usher in new opportunities.
On the 13th, the Shenzhen Development and Reform Commission released "Several Measures to Support the Acceleration of Development of Virtual Power Plants in Shenzhen", proposing to encourage new energy auto manufacturers to carry out technological innovation and open V2G function on the vehicle side. Charging pile operators can serve as a natural load aggregator by integrating charging users, participating in various forms of electricity market such as demand response and V2G peak-valley arbitrage, and obtaining compensation for economic improvement.