and process optimization, ensuring we can take full advantage of accurate, timely data. The insights included in this report are designed to help inform your decisions in this evolving landscape—and manufacturing, 69% plan to invest in the next 12 months. These are just a few of the important insights garnered through feedback from 1,560 decision-makers from 17 of the top manufacturing countries Research, includes a plan to start your journey alongside the research findings to help you turn insights into action. North America Latin America Europe, Middle East and Africa Asia Pacific

Analysis 研究背景 .......................................... 03 洞察与建议 .............................. 23 Insights and Recommendations 展望 .............................................. 28 Outlook Contents 目录 Centre China 中文507.indd 21-22 中文507.indd 21-22 2025/5/7 10:37 2025/5/7 10:37 24 23 Insights and Recommendations 洞察与建议 结合前述调研分析结果可以发现，当前新能源重卡推广尚处于意愿强、实践 弱的阶段。企业对于绿色运输转型普遍持开放态度，但在实际行动中仍受制

王萌，mwang@rmi.org 引用建议 李威，王萌，李婷，马欣悦，郭凯迪等. 建设零碳园区，加速生产侧绿色转型，落基山研究所，2025， https://rmi.org.cn/insights/zero-carbon-park-to-accelerate-green-production/ RMI 重视合作，旨在通过分享知识和见解来加速能源转型。因此，我们允许感兴趣的各方通过知识共享 org.cn/insights/transitioning-chinas-industrial-sectors-creating-clusters-for-large-scalegreen- hydrogen-integration 14 李抒苡，吴彦君，陈济等，中国零碳图景下的再生资源利用产业机遇，落基山研究所，2021， https://rmi.org.cn/insights/%e4%b Resilience and sustainability, 2023 李威，王萌，李婷，马欣悦，郭凯迪等. 建设零碳园区，加速生产侧绿色转型，落基山研究所，2025，https:// rmi.org.cn/insights/zero-carbon-park-to-accelerate-green-production/ RMI 重视合作，旨在通过分享知识和见解来加速能源转型。 因此，我们允许感兴趣的各方通过知识共享

industry. The analysis was conducted through customer inquiries and auditing, external consulting and insights, media and public interaction, internal risk assessment, and strategic alignment. Consequently competitiveness and experience on collaborative touchpoints with customers and partners, providing valuable insights for improving our products and services. In 2024, we conducted customer satisfaction and partner we provide employees with a global platform that exposes them to numerous new experiences and insights, enabling them to grow rapidly. To support career development, Huawei Digital Power has created

sources such as the IEA, UN, GlobalData, and Comtrade. These are supplemented by DNV’s expert insights and internal research. We regularly update the model to reflect new policy, cost trajectories, 2025. From Silos to Systems: The Importance of Whole Energy Systems Thinking. Energy Industry Insights 2025 Special Report. A long-term, behaviourally-grounded forecast The ETO Model simulates the ina/ DNV (2025). IMO Net-Zero Framework and IMO MEPC 83 summary. https://www.dnv.com/maritime/insights/topics/net-zero-framework/ EC – European Commission (2025a). 2040 climate target. July. https://

Analytics, “Developing Africa’s mineral resources: What needs to happen,” February 2024. 16. SRK Insights, “A Mineral Systems Approach to Exploration Discovery,”June 2020. 17. VerAI, homepage, accessed help shape greener future in mining and metals,” 13June 2024. 5. Appian Capital Advisory, “Insights | Solving the talent challenge in mining requires doing mining the right way,” accessed November transition: The road to scale, Deloitte Insights, May 2024. 3 Stanley Porter et al.,Promoting metals and mining sustainability in critical supply chains, Deloitte Insights, May 2024. 4 IEA, Energy t

SuperPODs供电与冷却系统参考 设计 资料来源：Vertiv，国信证券经济研究所整理 请务必阅读正文之后的免责声明及其项下所有内容 图26：数据中心供电系统原理示意图 资料来源：台达，中恒电气，知乎，Tech Insights，国信证券经济研究所整理 数据中心供电系统介绍 Ø 数据中心供电系统可以分为4个层级：一级是变压器（一般采用移相整流变压器），将10kV交流市电转化为380V交流电。二级的方案包括UPS和 主要上市公司梳理 5 数据中心电力设备总览 2 请务必阅读正文之后的免责声明及其项下所有内容 图50：数据中心供电系统价值量与主要参与企业（不完全统计） 资料来源：台达，中恒电气，知乎，Tech Insights，国信证券经济研究所整理 注：图中单位价值量均采用电力设备本体容量口径 数据中心电力设备价值量与主要参与企业 GPU GPU GPU 10kV(ac) 380V(ac) 220V(ac)

高硕，sgao@rmi.org 引用建议 高硕等, 2024电力市场化改革与电价体系洞察：面向市场参与者的十大趋势，落基山研究所，2024， https://rmi.org.cn/insights/2024powermarketreviewandoutlook/ RMI 重视合作，旨在通过分享知识和见解来加速能源转型。因此，我们允许感兴趣的各方通过知识共享 CC BY-SA 4 402/ content_6929877.htm 高硕等，2024电力市场化改革与电价体系洞察：面向市场参与者的十大趋势，落基山研究所，2024， https://rmi.org.cn/insights/2024powermarketreviewandoutlook/ RMI 重视合作，旨在通过分享知识和见解来加速能源转型。 因此，我们允许感兴趣的各方通过知识共享 CC BY-SA 4

6-13. [20] 刘雨菁，李威，刘子屹，王萌，王广煦等 . 解耦算力发展与碳排放 – 数据中心用能增长的挑战与解决路径， 落基山研究所，2024. https://rmi.org.cn/insights/decarbonizing-data-centers-report/. [21] 新华日报 . 我省发布全国首个算力基础设施发展专项规划 2030 年建成省级算力调度平台 .2024.5.26

d-single-quantum- launch-materials-science-research-contract-with-german https://www.classiq.io/insights/citi-and-classiq-advance-quantum-solutions-for-portfolio- optimization-using-amazon-braket https://cloudblogs com/news/oak-ridge-national-laboratory-collaborates-with-ionq-to-drive-critical https://www.classiq.io/insights/classiq-and-quantum-intelligence-corp-qic-korea-partner-on- quantum-accelerated-drug-development https://journals.aps.org/prl/abstract/10.1103/PhysRevLett.133.203603 https://www.semiqon.tech/news-insights/first-ever-cmos-transistor-fully-optimized-for- cryogenic-conditions-released-by-semiqon https://www