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27
2022-08
New Energy | Silicon Carbide Industry Chain Research (Industry Chain)Industry Chain|Silicon carbide industry chain mapThe silicon carbide industry chain is mainly composed of substrates, epitaxy, devices, and applications. Silicon carbide wafers, as semiconductor substrate materials, can be divided into conductiv... -
27
2022-08
Prospects | What is the future trend of hydrogen fuel gas turbine power generation?Recently, the National Energy Administration and the Ministry of Science and Technology jointly issued the "14th Five-Year Plan for Scientific and Technological Innovation in the Energy Sector" (hereinafter referred to as the "Plan&quo... -
27
2022-08
Information | High temperature + power curtailment continues, how much impact will it have on the industry?Since July, the high temperature weather across the country has continued to intensify, and parallel to the high temperature is the continuous record-high power load level. At the same time, my country's water supply has changed from abundan... -
21
2022-08
New Energy|Silicon Carbide Industry Chain Research (Industry)NATIONcore pointDemand side: Because silicon carbide has the properties of high pressure resistance, high temperature resistance and high frequency, it has considerable application scenarios in new energy vehicles, new energy power generation, c... -
21
2022-08
Prospects | What impact will the "Chip Act" have on China's semiconductor industry?Recently, US President Biden officially signed the "Chip and Science Act", which plans to provide up to 52.7 billion US dollars in government subsidies for the US semiconductor industry. In a related statement issued by the White House... -
21
2022-08
Information | 3.3 billion, Xiaomi wants to enter the first camp of autonomous driving in 2024In August, at Xiaomi's autumn new product launch conference, Lei Jun, founder and CEO of Xiaomi Technology, said that Xiaomi Auto has now formulated a technical strategy for full-stack self-developed algorithms, and the first phase of Xiaomi Auto... -
13
2022-08
New Energy | Lithium battery subdivision track research|Current collectors: composite current collectors become the development trendCopper foil and aluminum foil are the negative and positive current collectors of lithium batteries, accounting for about 8% of the battery cost. From 2018 to 2021, th... -
13
2022-08
Prospects|HJT battery conversion efficiency hits a new high, seizing the marketIn the context of dual carbon, the photovoltaic industry has developed rapidly, and photovoltaic cell technology has gradually entered a critical period of new and old iterations. At present, the mainstream N-type battery technologies on the mar... -
13
2022-08
Information | 380,000 vehicles were recalled, and new energy accounted for 30%Recently, the comprehensive recall information released by the State Administration for Market Regulation shows that a total of 14 domestic car companies and 42 models have been recalled for filing, involving a total of 386,100 vehicles, a month-on-m... -
06
2022-08
New Energy|Lithium Battery Industry Research (Industry)|Lithium battery industry chain diagramThe four major materials of power batteries are positive electrode, negative electrode, separator and electrolyte, in addition to current collector copper foil and aluminum foil, structural parts, various conduc... -
06
2022-08
Jingtai Interpretation|728 Politburo Meeting, What Signals Are Released?The Political Bureau of the Central Committee of the Communist Party of China held a meeting on July 28 to analyze and study the current economic situation and deploy economic work in the second half of the year. As the weather vane of quarterly... -
06
2022-08
Information|Autonomous driving chips open the golden trackIn late July, the U.S. Senate passed the "Chip Act" with $52 billion in matching subsidies, and sent it to the House of Representatives for a vote. In the U.S. Senate version of the "Chip Act" draft, it is clear that semicond...