虚拟电厂本质是通过数字化手段聚合分布式能源的软件平台系统，通过统一调度参与电力市场。新能源装机比例及用户侧间歇性负荷的进一步增长，对电力系统灵活调节能力进一步提升，传统“源随荷动”的运行模式亟须向“源荷互动”转变，“虚拟电厂”应运而生。虚拟电厂可以把各类分散能源、可控负荷、储能聚合起来，通过数字化的手段形成一个虚拟的电厂来做统一的管理和调度。虚拟电厂是需求侧响应的延伸版，兼顾削峰和填谷，部分具有储能特征。

洗衣机的销售整体平稳，七月全国的零售额同比增长2%。其中海尔、美的的七月增速恢复到3.5%左右。前期受疫情影响严重的华东地区复苏明显，7 月环比提升超50%。海尔在线上的份额达到40%，线下的份额维持在42%左右。分渠道来看，KA 渠道同比略有下滑，而京东天猫等传统线上渠道的增速见顶，线下的京东专卖店和天猫优品店增速较快，对KA 形成一定的冲击。增速最快的渠道是设计师渠道和抖音快手渠道，两者的增速达到200%以上。展望全年，海尔和美的都对全年的销售目标较为乐观，总部也是维持20%的增长目标不变。

碳中和目标下，电力配储空间广阔，发展新型储能技术迫在眉睫。2030 年，预计我国风电、太阳能发电总装机量将达到12 亿千瓦以上，按照20%的配储比例估算，对应电力领域储能需求至少为240GW，较2021 年底的46.1GW 大幅增长421%。但与此同时，传统的抽水蓄能发展受地理环境因素限制，故发展新型储能势在必行。钒电池技术已经相对成熟，较当前主流的锂电池路径具有高安全性、长循环寿命、资源回
收率高等优势，在中大型储能领域的应用中脱颖而出。

估值处于历史低位，过去10 年PE 百分位为8.77%：截至7 月25 日，消费电子（申万）指数PE 为29.58 倍，过去10 年PE 百分位为8.77%，
消费电子板块处于历史低估区间。关注VR 产业链的进展以及向车规级产品转型公司的进展，推荐立讯精密、歌尔股份、奥海科技、欣旺达、四方光电、汉威科技、三利谱，关注闻泰科技、联创电子、海能实业、光弘科技、舜宇光学科技（港股）、长盈精密。

储能应用广泛，电化学储能电站潜力巨大。储能在电源侧、电网侧、用户侧均有重要应用。以风能、太阳能为基础的新能源发电取决于自然条件，具有间接性和波动性，其调节难度较大，大规模并网时需要大容量储能设施，进行电力的调节和控制。完整的电化学储能电站主要由电池组、电池管理系统、能量管理系统、储能变流器以及其他电气设备（温控、消防系统等）构成。由于电化学储能相对于机械储能、抽水蓄能，具备较大灵活性，未来具有较大的发展潜力。

Establishments described in this report are primarily participating in the smart irrigation market. Smart irrigation systems are a combination of an advanced technology of sprinklers with nozzles that improve coverage and irrigation controllers that are watering and water conservation systems that monitor moisture-related conditions on your property and automatically adjust watering to optimal levels.

Establishments described in this report are primarily participating in the underwater lighting market.

Establishments described in this report are primarily participating in the train lighting market. Train lighting is one of the important passenger amenities which influence the image of Railways. ... Power supply system for trains is designed and developed to suit the requirement of AC and non-AC working in the trains. Few factors considered for development of such systems are as under.

Establishments described in this report are primarily participating in the top robotics market. Top robotics machinery includes articulated robots, SCARA robots, parallel robots, cylindrical robots, and cartesian robots.

Establishments described in this report are primarily participating in the thermoelectric generators market. A thermoelectric generator, also called a Seebeck generator, is a solid state device that converts heat flux directly into electrical energy through a phenomenon called the Seebeck effect. Thermoelectric generators function like heat engines, but are less bulky and have no moving parts.