[电气机械和器材制造业,电力、热力、燃气及水生产和供应业] [2022-01-03]
新能源汽车:供给端:锂资源供需紧张预期提升,锂电材料供给受 限。Pilbara 下调锂精矿产量指引,短期西澳矿山将受制于劳工短缺 供供给预期,总体看中短期锂资源供需紧张预期提升,锂价高位运 行;需求端:美国《重建美好未来》核心争议点与新能源无关,继 续看好22 年新能源车需求。美国政策方面, 民主党参议员 Manchin 反对《重建美好未来》部分条款,两院对于电动车部分政 策差异较小,包括单车最高1.25 万美元税收抵免,差异主要在 1.25 万的构成、价格上限、收入上限以及政策退坡节奏略的一些细 节。需求上,预计中国1 月新能源车销量43 万辆,其中商用车1 万辆,乘用车42 万辆。行业排产饱满,基本面强势,继续推荐电 动车龙头标的亿纬锂能、容百科技、华友钴业、芳源股份、中伟 股份、恩捷股份、科达利、天赐材料、星源材质、德方纳米、富 临精工、新宙邦等。
[电气机械和器材制造业] [2022-01-03]
在全球范围内碳中和目标与技术降本驱动,光伏迎来长期成长。国内市场逐步建立起碳中和“1+N”政策体系,大基地与整县推进共同驱动光伏成长,海外市场,能源转型背景下PPA价格上涨,进一步提升光伏经济性。递延与新增项目叠加,2022年有望成为光伏装机大年。预计2022年全球新增光伏装机230GW,同比增长40%以上。
[计算机、通信和其他电子设备制造业,电气机械和器材制造业,仪器仪表制造业] [2021-12-31]
Safety Instrumented System: An SIS is also known as a trip and alarm system, emergency shutdown system (ESS), safety shutdown system, safety interlock system, and safety related control system. The SIS is present in case the operator or process control system fails to maintain operations within the safe operating zone. Often, the process alarm alerts the operator to changes in temperature or pressure, and if the operator is unable to address the issue, the SIS takes control and automatically shuts down the system before anything becomes unsafe. The SIS is a layer protecting industrial process systems from further damage in case of process deviation. An SIS is the integration of multiple safety integrated functions (SIFs), one of which typically includes a set of components, such as sensors, logic solvers, and control valves.
[仪器仪表制造业,电气机械和器材制造业,专用设备制造业] [2021-12-31]
The Power System Simulator market and its demand is increasing and growing on a regular basis all over the world. Relatively the growth is seen on the higher side in the Asia Pacific countries and in US due to new technological advancements being implemented. Adoption of IoT and Cloud Platform are considered to be the top most priority for the marketers creating a strong demand. Power system simulator is a kind of software that is utilized by engineers for simulation of power transmission networks under steady-state conditions and over period ranging from few seconds to many seconds. Apparently, the software is used for long-term power generation and power transmission expansion planning. In addition to this. The simulation system provides detailed perspective of the project time and saves a cost of implementation on a longer run.
[电气机械和器材制造业] [2021-12-30]
2021年,磷酸铁锂电池装机量占比持续回升,已连续六个月超越三元锂,主要得益于车企大规模在转向使用磷酸铁锂电池,带动了磷酸铁锂电池装机量的攀升。对于单体电芯来说,磷酸铁锂电池在性能上有安全性和循环寿命高等优点,但由于正极材料性能的限制,电芯单体能量密度难以大幅提高。通过近年来电池成组技术的提高,目前磷酸铁锂电池成组的能量密度与三元锂电池差距缩小,工况续航里程可以满足市场需求,加之其较低的成本,市场需求不断扩大。
[电气机械和器材制造业] [2021-12-30]
受益于工具无绳化与技术降本趋势,圆柱型锂电池迎来量价齐升;海外龙头逐步退出,国产电芯厂商有望反超。我们建议关注产能强势扩张、
具备供应链认证壁垒和高倍率技术储备厂商:蔚蓝锂芯、长虹能源。圆柱型锂电池为无绳电动工具的核心电源。长期以来,锂电芯市场由海外龙头如三星SDI、LG 化学垄断;新能源车大浪潮推使海外厂商转向车用动力电池开发,产能规划停滞使锂芯供给紧俏。我们认为,在技术赶超、价格制胜前提下,当前时点正是国产电芯厂商抢占存量,布局增量的最好时机。
[电气机械和器材制造业] [2021-12-30]
当前,全球能源系统正在从传统的火力发电转变为以再生能源为主的能源结构。但现有的电网消纳能力有限,高比例间歇性可再生能源并网,不仅会对现有电网稳定性造成冲击,而且还有可能导致弃风、弃光率回升。如若对电网配置储能,不仅可以降低弃风、弃光率,更能平抑新能源波动,跟踪计划出力,并参与系统调峰调频,增强电网的稳定性。而在所有的储能形式中,以磷酸铁锂为代表的锂电储能技术,相较于其他储能技术优势显著,目前正成为新增储能的主要装机力量。
[仪器仪表制造业,电气机械和器材制造业] [2021-12-28]
Industrial metrology is a concept used in production and manufacturing sectors to check dimensional conformity, quality control, and all methods to obtain measurement. Industrial metrology is implemented by the company to check validity of production and confirm the products quality. Industrial metrology used to improve the product life cycle in appropriate manner. The next-generation industrial metrology and inspection market is segmented based on offering, equipment, application, and region. Based on offering, the market is divided into hardware, software, and services. Based on equipment, the market is segmented into coordinate measuring machine, measuring instruments, optical digitizer & scanner, and others. Based on application, the market is divided into automotive & transportation, aerospace & defense, semiconductor & electronics, industrial machinery, and others.
[专用设备制造业,电气机械和器材制造业,仪器仪表制造业] [2021-12-28]
A sewing machine is used to stitch the fabric and other pliable materials together with threads. The different parts of a sewing machine and its various functions help the Operator to know the functioning of a sewing machine. There are different types of sewing machine used in the manufacturing of garments and other articles. Some sewing machines are larger, faster, more complex, and have wide range in their size, cost, appearance, and task.
[电力、热力、燃气及水生产和供应业,专用设备制造业,电气机械和器材制造业] [2021-12-27]
Solar Freezers are now used in several end-use applications such as households, dairy, research-labs, medicals, and more. It is a freezer that transfers solar energy into thermal energy for providing low temperature. The basic components present in solar freezer include solar array, panel support structure, battery (optional), and freezer. Solar-battery based and solar-direct drive solar freezer are the most common types used in different end-use applications.