固态电池相较液态锂电具备能量密度与安全性优势。由于液态电池中电解 液的有机溶剂具有易燃、易腐蚀以及存在锂枝晶等问题，因此有产生热失 控的可能性。而固态电池则是将固态电解质部分或全部替代液态电解质的 一种电池技术。当前固态电池具有不可燃性、较强的热稳定性以及可抑制 锂枝晶形成等特性，相比液态电池而言，安全性有着显著的提升。此外， 固态电池可兼容高比容量正负极，因此可大幅提升能量密度。其中半固态 可达 350Wh/kg+，准固态可实现 400Wh/kg+，全固态可突破 500Wh/kg。

逆变器增长趋势企稳，电池组件出现复苏信号。（1）2025年3月，中国太阳能电池片组件合计出口额为 24.63亿美元，同比-23.5%，环比+47.8%，以infolink均价测算对应合计出口量为31.80GW，同比+8.7%， 环比+46.3%。欧洲市场出货节奏趋向合理，库存累积压力与价格竞争乱象放缓，终端需求逐步复苏，3月 国内出口欧洲光伏电池组件8.1GW，为最近数月最高值，亚非等其他新兴市场百花齐放态势延续，各大市 场涌现活力，市场出货、库存周期相对健康，支撑出口增量，3月欧洲以外市场实现电池组件出口23.7GW， 同比+23.84%，亚洲、非洲单月出口量均创下历史最佳。（2）逆变器方面，2025年3月国内出口总额6.33 亿美元，同比+5.68%，出口规模达373.24万台，同比+12.83%。欧洲下游需求回暖、渠道库存状态恢复， 出口额自23年下半年重回同比正增长（3月逆变器出口欧洲地区72.02万台，同比+17.9%，实现出口额 17.73亿元，同比+4.26%），亚洲市场需求受益于大项目招标拉动、配储政策支持与缺电限电催生分布式 能源装机（3月国内出口亚洲逆变器130.06万台，同比+25.96%，实现出口额16.5亿元，同比+12.23%）， 尼日利亚、南非表现亮眼，南美洲巴西需求走弱；细分到各主力省份，分布式光储产品需求活跃，分销 渠道进入补库拉货状态，浙江省（德业、锦浪、昱能、禾迈、艾罗）25年3月出口逆变器171.12万台，同 比+32.27%，实现逆变器出口额11.24亿元，同比+18.96%，江苏（固德威、爱士惟、上能电气）3月出口 逆变器30.68万台，同比+39.95%，实现出口额5.66亿元，同比+1.14%；广东3月实现出口15.88亿元 /110.93万台，同比+11.6%/8.5%，海外大项目逐步恢复开工带动安徽（阳光电源）出口，3月出口逆变器 8.53万台，同比+27.39%，实现出口额7.64亿元，同比-6.34%。

灵巧手vs夹爪：场景落地不同，稳定性与泛化性的博弈。场景应用决定硬件需求，不同的场景匹配不同的硬件， 无论是灵巧手还是夹爪，都有其适合的应用场景。夹爪：泛化能力有限但稳定性高，更适合工业应用场景。夹 爪的泛化性弱于灵巧手，但低成本与高稳定性的特性使其更适配工业场景。一方面工业场景不会为多余的功能 买单，夹爪可以以最高的性价比满足工业端需求；另一方面夹爪泛化性差但操作简单，现有的控制算法已可以 赋予其较高的稳定性，这对于工业场景对高良率和高稳定性的要求比较友好。灵巧手：终局泛化能力强，适配 更复杂的应用场景。灵巧手相比夹爪能实现更多复杂的操作，例如需要抓握、手指联动的场景中，灵巧手是必 然选择。长期来看，人形机器人的最终目标就是融入人类的环境，因此灵巧手会是终局解决方案，能够适用于 更多的应用场景。

家电行业：空调内销继续受益补贴，出口对美订单转移－3月空调产销数据点评

Boat docks and lifts are a type of machinery that is used to lift and handle boats. This machinery helps in keeping the boats safe and sustaining their integrity by protecting them from corrosion and breakage. These machines are generally used for transporting boats between water at two different elevations and offer an alternative to the canal lock and the canal inclined plane. These machines find applications in household and commercial spaces. The global boat docks and lifts market comprises establishments that are primarily engaged in the manufacturing of docks, lifts, and related accessories.

Business process automation refers to the use of technology and software to streamline and automate repetitive and manual tasks within a business. It involves identifying, analyzing, and optimizing existing processes to eliminate inefficiencies, reduce human error, and increase productivity. Business process automation typically involves the implementation of digital tools such as workflow software, robotics, and artificial intelligence, to automate tasks, including data entry, document processing, and customer support. By automating these processes, organizations can improve operational efficiency, achieve cost savings, free up the time of the employees for more valuable work, ensure greater accuracy, and provide a better experience for both employees and customers.

A combine harvester can combine three separate operations (harvesting, threshing, and winnowing) into a single process. Based on the product type, combine harvesters can be classified into self-propelled combine harvesters, track-mounted combine harvesters, and power take-off combine harvesters. A combine harvester is deployed where there is a shortage of labor as it reduces manpower needed in harvesting, time, and efforts, consequently increasing overall productivity

The ventilation and filtration taking place in heating, ventilation, and air conditioner (HVAC) systems ensure high air quality and overall thermal balance in commercial establishments. These systems use heat exchangers, pumps, and fans to control and regulate humidity and temperature levels. The air quality of the outdoor and indoor environment will determine the type of HVAC system required for heating and cooling

可控核聚变：未来理想终极能源，多种装置路线并行 1、核聚变指的是两个较轻的原子核结合成一个较重的核，同时释放巨大能量的核 反应形式；一般用反应截面来描述核聚变反应发生的难易程度，氘氚（D-T）反应 是最容易实现的核聚变反应。

长时间以来，可控核聚变被视为解决人类能源危机的终极方案，却因实现技术难 度大而遥不可及，随着高温超导材料、人工智能等技术的突破，正持续推动可控 核聚变商业化进展，商业化渐行渐近，产业链有望进入快速发展时期。