构建清洁低碳安全高效的能源体系，提高能源供给安全保障能力是我国实现2030年“碳达峰”和2060年“碳中和”目标（以下简称“3060”目标）的必然路径。而极端天气与气候灾难则对我国能源体系清洁低碳转型、能源市场机制运行、能源安全供应保障提出三重挑战，可能在短期内对能源体系转型的形成冲击。因此，必须高度重视极端天气与气候灾难对能源供应安全的潜在冲击，着力缓解其对能源体系转型安全性、经济性和可持续性的不利影响。

Increasing developments, such as advanced SCADA and communication technologies, are driving the substation market. The communication channel is an integral part of the substation automation as all the IEDs and monitoring devices that are located at the substation and on the field generate data that has to be passed on to the utility data center, which is remotely located. However, the lack of interoperability and global standards are restricting industry growth. Manufacturers in the industry are increasingly focusing on building common standards to eliminate the issue.

Gas meter is used to measure gas usage in residential, industrial, and commercial areas. The report focuses on two kind of gas meters, which include traditional gas meter and smart gas meter. The traditional gas meters only measure gas usage, whereas smart gas meters are responsible for prevention of gas leakage along with gas measurement. Moreover, the report analyzes the current market trends of gas meter in different geographies and suggests the future growth opportunities by analyzing government regulations & policies. The report covers profiles of the key industry participants in the gas meter market such as General Electric, Itron, Elster, Landis+Gyr, ABB, Aclara, and Badger Meter.

Transmission is a component inside the vehicle, which is installed to transfer mechanical power from the engine for spinning the wheels. Electric vehicles are generally installed with single-speed transmission. However, leading players in the electric vehicle (EV) transmission market are launching new multi speed transmission with added features for high performance and efficient energy conversion. Electric vehicles with multi-speed transmission offer better performance than single-speed transmission systems in terms of faster acceleration, top speed, gradeability with driving range, and others.

风电产业链由三部分组成：上游原材料及零部件制造、中游风机总装、下游 风电场投资运营。原材料和零部件厂商处于产业链的上游。风机的核心零部件 包括齿轮箱、发电机、轴承、叶片、轮毂等，这些零部件的生产专业性较强， 国内企业技术较为成熟，一般由风机制造企业向零部件企业定制采购。除个别 关键轴承需要进口之外，风电设备的零部件国内供应充足。风机制造企业处于 行业中游，市场集中度较高，对于上游溢价能力总体较强。风机制造企业的下 游客户是以大型国有发电集团为代表的投资商，这些发电集团在进行电力投资 时，必须配比一定比例的风电等清洁能源，除受个别年份投资进度波动影响以 外，总体需求稳定增长。

【中汽协：9 月新能源车销售35.7 万辆，同比增加148.4%，环比上升11.4%】根 据中汽协数据，2021 年9 月新能源汽车产销分别完成35.3 万辆和35.7 万辆，同比 分别增长148.4%和148.4%，环比分别+14.5%和+11.4%。累计来看，2021 年1-9 月份产销分别完成216.6 万辆和215.7 万辆，同比分别增长184.5%和185.3%。本 月新能源汽车产销再创新高，并超过35 万辆，1-9 月渗透率已提升至11.6%。从不 同车型来看，2021 年9 月份乘用车产销量分别为33.7 万辆和34.1 万辆，同比分别 +159.4%和+159.9%，环比分别+14.6%和+11.3%。2021 年9 月份新能源商用车产 销量分别完成1.6 万辆和1.6 万辆，同比分别为+32.2%和+28.6%，环比分别+10.7% 和+13.1%。