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1. The world's lightest and smallest! my country's scientific research team has developed a solar-powered micro drone

According to media reports, the endurance is related to the "vitality" of drones, and solar energy supply is one of the important ways to achieve long-term endurance of drones. The research team of Beijing University of Aeronautics and Astronautics has recently independently developed the world's lightest and smallest solar-driven micro-aircraft - the electrostatic aircraft (CoulombFly). It is reported that it has a wingspan of 20cm and weighs 4.21g. It uses a new type of micro-electrostatic motor as the engine core, which can realize energy takeoff and long-term continuous flight under pure natural sunlight conditions. The research results will greatly increase the flight time of micro-aircraft in the future and expand its application range.

According to the latest report "Global Ultra-Micro UAV Market Report 2024-2030" by the QYResearch research team, the global ultra-micro UAV market is expected to reach US$1.34 billion in 2030, with a CAGR of 10.7% in the next few years. Zheshang Securities believes that the upgrading of the industrial chain and the catalysis of policies have driven the vigorous development of the civil UAV industry, and recommends focusing on the five main lines of complete machines, parts, materials, operation services, and new infrastructure.

2. Samsung is developing the thinnest foldable screen mobile phone, which is expected to further leverage the imagination of foldable screens.

According to media reports, Samsung Electronics has begun developing a foldable phone with a thickness of 7-8mm, which is half the thickness of the latest foldable phone "Galaxy Z Fold 6" (12.1mm when folded). The industry expects Samsung to launch a model with a thickness of about 10mm in the second half of this year, and to launch thinner models every year thereafter.

Looking back at history, Samsung has led the way in the development of foldable screen phones in terms of hinge design, UTG ultra-thin glass screen material, dust-proof and water-resistant body, etc. In the future, this ultra-thin foldable phone is expected to further leverage the imagination of foldable screens. Huafu Securities said that looking forward to the future, AI big model empowerment may further unleash folding creativity. With its large screen display, multi-application split screen, multi-tasking and other functions, foldable screen phones are expected to become the terminal form with the greatest chance of benefiting from the AI ​​wave in the field of smartphones.

3. Hongmeng Ecosystem (Wuhan) Innovation Center was unveiled

On July 18, the Hongmeng Ecosystem (Wuhan) Innovation Center was unveiled. Sheng Yuechun, deputy secretary of the municipal party committee and mayor, attended the ceremony and unveiled the innovation center. Hongmeng is a new generation of intelligent terminal operating system that provides a unified language for the intelligence, interconnection and collaboration of different devices. The Hongmeng Ecosystem (Wuhan) Innovation Center mainly provides ecological adaptation, technological innovation, industrial development, talent training and other service support for the development of Hongmeng ecology in the central China region, and strives to build a highland for the development of Hongmeng ecological chain enterprises, helping Wuhan to build a first-tier city in the digital economy.

OpenHarmony, the base of Hongmeng operating system, has become the fastest-growing open source operating system for smart terminals, with 110 million lines of code, of which Huawei has contributed more than 62 million lines of core code. In the three years since it was open sourced, the community has more than 7,800 contributors. Kaiyuan Securities pointed out that after years of policy catalysis and continuous research and development, the layout of the domestic information and innovation industry ecosystem has been continuously improved, and domestic leading manufacturers have achieved technological breakthroughs and initial commercial applications in all links of the industry chain, including basic hardware, basic software, application software, cloud computing, and information security. In the future, with the increase in policies, technological upgrades, and the rapid development of the domestic information system ecosystem, leading companies are expected to grow rapidly with the help of information and innovation.

4. China's first all-green electricity supply virtual power plant officially put into operation

The first virtual power plant project with all-green electricity supply in China was officially put into operation in the Oriental Cable Park in Ningbo, Zhejiang Province on July 18. The reporter learned from China General Nuclear Power Group, which built the project, that the project realizes the traceable all-green electricity supply in the industrial park. Through the coordinated operation of photovoltaics, energy storage, charging piles, and industrial loads, it can realize the real-time economic intelligent switching of multiple power references. This project is the first virtual power plant project with traceable green electricity supply in China. By integrating flexible resources such as photovoltaics and energy storage, it can solve 80% of the daily electricity demand of the park, and the remaining 20% ​​of the electricity gap can be supplemented by purchasing green electricity from the Zhejiang Tuci offshore wind farm of China General Nuclear Power Group.

Virtual power plants are one of the most economical options for solving the peak load of the power grid. On the grid side, virtual power plants can be used as "positive power plants" to supply power to the system for peak load regulation, and can also be used as "negative power plants" to increase load absorption and cooperate with the system to fill the valley. During the high load period on the user side during the peak summer, peak load reduction and valley filling can be more flexible. In general, the virtual power plant is similar to an intelligent dispatching platform that integrates the power supply side, the grid side, and the user side. The purpose is to make the system power consumption more reasonable, stable, efficient and energy-saving. Guolian Securities believes that on the one hand, the peak load on the power consumption side is increasing rapidly, and on the other hand, the accelerated construction of distributed power sources and distributed loads drives demand. The current electricity reform policy continues to advance, and the profit model of virtual power plants is expected to be enriched, and economic benefits drive the continuous increase in the scale of virtual power plant construction.

Titanium Small Shares·Titanium Media Financial Research Institute

2024.07.22

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