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Energy storage stocks broke out, Guoxuan Hi-Tech: The current production capacity can meet the demand and the operation is normal丨Company Q&A

On October 19th, energy storage concept stocks trended strongly. As of press time, Shenling Environment’s 20% daily limit, Shandong Zhanggu, Jinko Technology, Shengyang, Kelin Electric, Songzhi, and other 10% daily limit, Sifang, Yongfu Shares, Xinwangda, etc. followed up.

Huawei Smart Photovoltaic WeChat public account released information. On October 16, the 2021 Global Digital Energy Summit was held in Dubai. At the meeting, Huawei Digital Energy Technology Co., Ltd. (hereinafter referred to as "Huawei Digital Energy") and Shandong Electric Power Construction Third Engineering Co., Ltd. (Hereinafter referred to as "Shandong Power Construction Third Company") signed a contract with Saudi Arabia's Red Sea New City Energy Storage Project. The energy storage scale of the project reaches 1300MWh, which is by far the world's largest energy storage project and the world's largest off-grid energy storage project.

According to reports, the Red Sea New City Energy Storage Project is a key project included in Saudi Arabia’s "Vision 2030" plan. The developer is ACWAPower and the EPC contractor is Shandong Power Construction No. 3 Company. Red Sea New City, located on the coast of the Red Sea, is also known as the "new generation city". In the future, the entire city's electricity will come entirely from new energy sources.

CICC pointed out that the global electrochemical energy storage market is vast. In the context of a clear carbon neutrality goal, the world has accelerated the transition from energy supply to clean energy, driving the rapid growth of demand for energy storage as a supporting technology for the grid. In overseas markets, driven by policies and high returns brought about by market-oriented power mechanisms, energy storage projects have achieved better economic efficiency. With the increase in the proportion of renewable energy power generation in the medium to long term, combined with the continuous improvement in the economic efficiency brought about by the reduction in the cost of lithium electricity and the increase in electricity prices, it is expected that the prosperity of overseas energy storage demand is expected to continue to rise. CICC estimates that by 2030, global electrochemical energy storage shipments will reach 864GWh, corresponding to the battery pack market space of 885.7 billion yuan, which has more than 30 times the growth space compared to 2020.

Guosheng Securities stated that energy storage is expected to usher in rapid growth. Since the second half of 2021, under the background of accelerating energy structure transformation, domestic energy storage policies have been gradually implemented. During the 14th Five-Year Plan period, China’s energy storage industry will begin to grow rapidly. By 2025, the installed capacity of new energy storage will increase from the end of 2020. About 3GW increased to 30GW, realizing the transformation of new energy storage from the initial stage of commercialization to large-scale development. Energy storage is an important means to smooth the impact of new energy output fluctuations on the grid. It is also an important support for responding to local load increases in the electrification transformation process. After ensuring safety and economy, the demand for installed capacity is expected to achieve a large-scale rapid increase , To help the energy transition process. At 1 o'clock this morning, Apple once again held a new product launch conference "come to the bomb market", officially launched a new generation of MacBookPro, AirPods3 and other new products, and the most bombed site is undoubtedly the two M series self-developed chips.

The two main products of this conference are all major changes. The appearance and chip of the notebook have been changed. The earphone is what users have been expecting for many years, and the appearance has also changed from the shape that has been used for many years.

EDN will take you to see which high-energy products Apple has brought to the "explosion field".

Voice of AppleMusic

First, Apple released a Voice; subscription plan for individual AppleMusic users. The monthly cost of the plan is US$4.99, and it will be launched this fall in 17 countries and regions including Australia, Austria, Germany, New Zealand, Spain, the United Kingdom, and the United States.

As the name represents, Voice; can only be used via Siri voice. For example, you can say keywords like "dinnerparty" (dinner party) or ";beforebed" (relax before going to bed), and the program will automatically play music suitable for the current scene through voice commands.

Added three new appearances of HomePodMini

HomePodmini adds three new appearances: yellow, orange and blue. This huge smart home set created by Apple will allow people to use it in every activity.

The new HomePodmini is priced at $99 and will start shipping in November.

The new AirPods3 more like AirPodsPro

The retail price of the new AirPods3 is US$179. It is open for reservations today and will be officially launched next week.

This earphone discards the EarPods shape that has been used for many years, and looks closer to AirPodsPro. The shape is more rounded. The control part becomes the earphone handle, that is, the control is the same as AirPodsPro. The box has also become a rectangle. It also supports MagSafe charging (regular Qi Can also be charged).

This headset uses H1 chip to support spatial audio. It also supports adaptive EQ audio equalization (previously manual), which will adjust the EQ according to the shape of the wearer's ears. Apple says "what you hear is the sound that should be there."

Basic sweat and water resistance are also indispensable. The new contour design will send the sound directly to the wearer's ears. A single headset lasts for 6 hours, and 5 minutes can quickly replenish 1 hour of power. The shell can be fully charged 4 times and supports wireless charging.

After being listed, AirPods2 is still on sale on the official website, with a retail price of US$129.

Before introducing the new computer, Apple first introduced two chips.

M1Pro and M1Max: Apple’s most powerful chip ever

Apple today released the M1Pro and M1Max, which are the next breakthrough chips for Mac.

M1Pro extends M1's transformational architecture to provide amazing performance and industry-leading energy efficiency, and M1Max takes these functions to new heights. The CPU performance of the CPU in M1Pro and M1Max is 70% faster than that of M1, so tasks such as compiling projects in; are faster than ever. The GPU in M1Pro is 2 times faster than M1, and M1Max is 4 times faster than M1, allowing professional users to quickly complete the most demanding graphics workflows.

M1Pro and M1Max introduce system-on-chip (SoC) architecture into professional systems for the first time. These chips have fast unified memory, industry-leading performance, incredible power efficiency, and higher memory bandwidth and capacity. M1Pro provides up to 200GB/s of memory bandwidth and supports up to 32GB of unified memory. M1Max provides up to 400GB/s of memory bandwidth-twice that of M1Pro and nearly 6 times that of M1-and supports up to 64GB of unified memory. Although the latest PC laptops have up to 16GB of graphics memory, having such a huge memory capacity can achieve graphics-intensive workflows that were previously unimaginable on laptops. The high-efficiency architecture of the M1Pro and M1Max means that they can provide the same level of performance regardless of whether the MacBookPro is plugged into a power source or using a battery. M1Pro and M1Max also have an enhanced media engine with a dedicated ProRes accelerator dedicated to professional video processing. M1Pro and M1Max are the most powerful chips ever made by Apple.

"M1 has changed our most popular systems with incredible performance, custom technology, and industry-leading energy efficiency. Until today, M1Pro and M1Max have applied system-on-chip designs to professional systems," Johny Srouji, Apple's senior vice president of hardware technology Say. "With the significant increase in CPU and GPU performance, up to 6 times the memory bandwidth, a new media engine with ProRes accelerator and other advanced technologies, M1Pro and M1Max have further improved the performance of Apple chips, which are different from other notebook products in the professional field. "

M1Pro: A new level of performance and capabilities

M1Pro uses the industry-leading 5nm process technology to package 33.7 billion transistors, which is more than twice the number of M1. The brand new 10-core CPU, including eight high-performance cores and two high-efficiency cores, is 70% faster than M1, bringing incredible professional CPU performance. Compared with the latest 8-core PC notebook computer chip, M1Pro can provide up to 1.7 times the CPU performance at the same power level, and achieve the peak performance of the PC chip while using up to 70% of the power consumption. 1 Even the most demanding tasks, such as high-resolution photo editing, M1Pro can easily handle. M1Pro has up to 16-core GPU, which is 2 times faster than M1 and 7 times faster than the integrated graphics on the latest 8-core PC notebook chips. 1Compared with the powerful independent GPU suitable for PC notebook computers, M1Pro can provide higher performance while reducing power consumption by up to 70%. 2 The M1Pro can be configured with up to 32GB of fast unified memory and up to 200GB/s of memory bandwidth, allowing creatives such as 3D artists and game developers to do more than ever.

M1Pro and M1Max use up to 10-core CPUs, which are 1.7 times faster than the latest 8-core PC notebook chips at the same power level, and achieve the peak performance power of PC chips at a speed 70% lower.

M1Max: The most powerful professional notebook chip in the world

M1Max has the same powerful 10-core CPU as M1Pro, and adds a huge 32-core GPU, graphics performance is 4 times faster than M1. M1Max has 57 billion transistors-70% more than M1Pro and 3.5 times more than M1-M1Max is Apple's largest chip ever. In addition, GPU performance is comparable to high-end GPUs in compact professional PC notebooks, while power consumption is reduced by up to 40%, performance is comparable to the highest-end GPUs in the largest PC notebooks, and can be used up to 100 Watt less power. 2 This means that the new MacBookPro generates less heat, the fan is quiet and runs at a lower frequency, and the battery life is amazing. M1Max has changed the graphics-intensive workflow, including the speed of complex timeline rendering in FinalCutPro compared with the previous generation of 13-inch MacBookPro. M1Max also provides a higher bandwidth on-chip structure. Compared with M1Pro, the memory interface has doubled, up to 400GB/s, which is almost 6 times the bandwidth of M1 memory. This allows M1Max to configure up to 64GB of fast unified memory. M1Max has unparalleled performance and is the most powerful chip ever built for professional notebook computers.

The chart shows that M1Max and its up to 32-core GPU can provide the same graphics performance as high-end compact PC professional notebook computers, while reducing power consumption by up to 40%.

The chart shows that M1Max can provide graphics performance similar to the largest PC notebooks, while reducing power consumption by up to 100 watts.

M1Max has up to 32-core GPU, which can provide graphics performance comparable to high-end compact PC professional notebook computers, and reduce power consumption by up to 40%.

Compared with the highest-end discrete GPU in the largest PC notebooks, M1Max can provide similar graphics performance, but power consumption can be reduced by up to 100 watts.

Fast and efficient media engine, now with ProRes

M1Pro and M1Max include a media engine designed by Apple to speed up video processing while maximizing battery life. M1Pro also includes dedicated acceleration for the ProRes professional video codec, allowing multiple high-quality 4K and 8K ProRes video streams to be played with very little power. M1Max goes a step further, providing video encoding that is 2 times faster than M1Pro, and has two ProRes accelerators. With the help of M1Max, compared with the previous generation of 16-inch MacBookPro, the new MacBookPro can transcode ProRes video in Compressor with a speed increase of up to 10 times.

M1Pro and M1Max add a dedicated ProRes accelerator to the media engine, providing incredibly fast and energy-efficient video processing.

Advanced technology for complete Pro system

M1Pro and M1Max are loaded with advanced customization technology to help push professional workflow to a new level: a 16-core neural engine for machine learning acceleration on the device and improved camera performance. The new display engine drives multiple external displays. The additional integrated Thunderbolt4 controller provides more I/O bandwidth. Apple's custom image signal processor works with the neural engine to calculate video to improve image quality, resulting in clearer video and more natural skin tones on the built-in camera. First-class security, including Apple's latest Secure, hardware-verified secure boot and runtime anti-exploitation technology.

The powerful display engine in M1Pro and M1Max drives multiple external displays, and the additional Thunderbolt controller provides more I/O bandwidth.

The CPU performance of M1Pro is about 35% ahead of Intel i7-10800H

Apple’s official website PPT shows that the CPU performance of the M1Pro is about 35% ahead of the Intel i7-10800H, and the GPU is equivalent to the full-blood version of RTX3050Ti. The GPU performance of the full-blood version of M1Max can even match the RTX3080 mobile version at 130W.

In addition, under the same performance, the power consumption of Apple M1Pro and M1Max is much lower.

According to the Geekbench platform exposure, the M1Max full-blood version has a single-core score of 1749 points and a multi-core score of 11542 points. For reference, the M1 version has a score of 1729/7459.

The performance of M1Max completely beats all previous Intel versions of MacBook, and its multi-core performance can even match the 12-core XeonW-3235 processor on the 2019 MacPro.

Faced with the two chips that Apple’s "fried field", Intel CEO also said, "I don't blame Apple for abandoning us and want to win it back with stronger chips."

According to the performance of Apple's M1Pro and M1Max, it seems very difficult for Intel to regain Apple's cooperation.

The two MacBookPros that appeared on the finale

Since there is such a strong chip, of course, it must be matched to a stronger computer. A new generation of MacBookPro comes out with two versions, 16.2 and 14.2 inches.

As rumored, the new generation of MacBookPro adopts a new keyboard, TouchBar is gone, MagSafe charging port is back, SD card reader is back, HDMI port is back, metal body straight line + rounded corners are the same as the 2010 MacBookPro. Slightly retro flavor. The official said that the cooling system can discharge 50% more air, and the heat dissipation is more obvious.

But its internal part is completely another situation. The chip is new, the interface is higher standard, the screen is replaced with a mini-LED, and it is still a high-resolution screen. Support 120Hz dynamic refresh.

This screen inherits all the excellent performance of mini-LED, the brightness reaches 1000 nits, and the peak brightness can reach 1600 nits. It is also equipped with a better 1080P front lens. In terms of sound quality, it has built-in 2 tweeters, 4 bass low-cancellation units, 80% more bass, and supports spatial audio. In addition, it is equipped with a "studio-level microphone". The bezel of the screen is narrower, with only 3.5mm "black edges".

It is worth mentioning that this notebook actually has bangs.

In terms of battery life, the official said that the 14-inch MacBookPro can watch videos for up to 14 hours and 16-inch MacBookPro for up to 21 hours. It also supports fast charging, which can charge 50% in 30 minutes. For many friends who grew up in the countryside, the least delicious thing in childhood memories is naturally wild fruits. After all, the past era is still incomparable with the present. In the past, there was no money to buy snacks, but at that time The rural environment is very good, and there are many wild plants, which naturally brings a lot of delicious wild fruits.

It is estimated that most of the friends who grew up in the countryside can casually talk about several delicious wild fruits, such as mulberry jujube (i.e. mulberry), thorn paoer, jujube, wild jujube, pomegranate and so on. Among these wild fruits, some not only taste good, but also can be processed further, such as processed into juice, wine, jam, dried fruit, etc., and some can be used as Chinese medicinal materials, so in recent years, they have been vigorously For example, mulberries are being planted vigorously in many areas.

However, due to people's hype, some wild fruits have rapidly become popular in the market in the past few years and have been on the "sacred altar", but they have fallen into the altar in the past two years. The most typical of these is the "raspberry".

Raspberry is a kind of wild fruit that is very similar to the thorn bubble, its fruiting period is later than the thorn bubble, usually in June and July. The taste of raspberry is also very good. Not to mention the sweetness, the juice is also very rich. Therefore, in the past, it was one of the wild fruits that many rural children loved to eat. As long as the season arrives, they will inevitably go to the countryside. Or pick it in the mountains to eat.

As a delicious wild fruit in the childhood memories of many rural friends, raspberry can not only be eaten directly , it is also a traditional Chinese medicinal material. Because of its high value and high planting efficiency, the market conditions in the past few years have also been very good. Many growers have also domesticated wild raspberries for artificial planting, and their planting scale has also developed rapidly.

There are data records that from 2016 to 2017, the market for raspberries has been rising all the way, fresh fruits can be sold in the market for more than 50 yuan per catty, and if dried green fruits are used as Chinese medicinal materials, the purchase price has risen to hundreds of yuan per catty. , And at the end of 2017, that is, four years ago, the purchase price also rose to a peak, reaching nearly 200 yuan a catty.

Such a high price also made the raspberry hot market. However, after 2018, the raspberry market took a sharp turn, and the price fell all the way. By this year, the price dropped to a trough. The purchase price of fresh fruit was less than 5 yuan, and the green fruit (dried The purchase price of) is only about 10 yuan per catty, and the purchase price in some areas has dropped to only 4 yuan per catty, causing many farmers to abandon the seed directly, because selling or not selling is a loss.

So why did the price of raspberries, which were still in the hot market four years ago, plummet? There are two main reasons.

First, the production capacity is expanding too fast.

In our country’s agriculture, there has always been a bad phenomenon, that is, many people look at fires and grow things according to the trend. This is the case for sunshine rose grapes and bebe pumpkins, and raspberries have also suffered from this situation.

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