B[Honorary Chairman of the China Association for Science and Technology Wan Gang: Three major paths for building resilient growth in the automotive industry] On September 22, Honorary Chairman of the China Association for Science and Technology Wan Gang proposed three core paths for building resilient growth in the automotive industry at the 2026 World New Energy Vehicle Conference: First, promote electrification transformation, achieve multi-channel synergy, promote pure electric, plug-in hybrid, extended-range hybrid and fuel cell vehicles according to local conditions, and steadily promote green changes in energy use in the transportation field; second, expand the application of hydrogen energy and promote cross-domain implementation and large-scale development. At present, the penetration rate of fuel cell vehicles in the field of medium and long-distance commercial vehicles is less than 0.5%. It faces multiple challenges such as insufficient layout of high-speed trunk hydrogenation network and difficulty in balancing vehicle endurance and cargo capacity. Fuel cell vehicles are suitable for medium-to-long-distance and high-load transportation scenarios, and are an important technical route for new energy heavy trucks to meet the needs of medium-to-long-distance transportation. The third is to accelerate intelligent upgrades and rely on integrated innovation to create a new engine for transformation and upgrading. With the rapid implementation of artificial intelligence technology, the functional architecture of intelligent connected new energy vehicles will be reshaped, providing key support for the development of the intelligent driving industry. (Reporter Xu Hao) B[Stifel Maintains Oracle's "Buy" Rating on Project Jupiter Data Center Construction Progress Increases to 26%] On September 22, Stifel maintained the company's "Buy" rating after progress was made on Oracle's Project Jupiter data center project in New Mexico. Mahesh Thiagarajan, vice president of Oracle Cloud Infrastructure, said the project is now 26% complete, an increase of 17 percentage points from the progress disclosed in July. However, only about 10% of the fuel cell microgrid sites are complete, and there are still delays in air and water quality permits and natural gas pipeline approvals. Subsequently, the New Mexico Supreme Court unanimously rejected two legal challenges to the project permit, clearing some construction obstacles so that air quality permit hearings can move forward and the project can resume drawing water from Santa Teresa wells after a suspension of more than three weeks. Stifel also pointed out that the examiner and specific date for the air quality hearing have not yet been determined. Previously, Oracle's revenue and earnings per share in the first quarter of fiscal year 2027 both exceeded expectations, and its cloud infrastructure business maintained rapid growth, but profit margin pressure remains the focus of the market. B[Two departments: Consolidate the competitive advantages of lithium batteries and continue to promote the industrialization of solid-state batteries, sodium batteries, flow batteries, fuel cells, etc.] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Fifteenth Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned the consolidation of the advantages of the energy electronics industry. Continue to promote the coordinated development of energy electronic technologies such as "optical, storage, terminal, and information". Further promote the iterative upgrade of high-efficiency crystalline silicon photovoltaic cell technology, develop new-generation high-efficiency photovoltaic cell technology and supporting equipment and materials such as perovskite stacked cells, develop and promote high-reliability, intelligent photovoltaic modules and intelligent photovoltaic system operation and maintenance technology, and expand "photovoltaic +" application scenarios. Improve the innovation capabilities of the entire industry chain of new batteries, consolidate the competitive advantages of lithium batteries, continue to promote the industrialization of solid-state batteries, sodium batteries, flow batteries, fuel cells, etc., promote the intelligent, green, and integrated development of new batteries, and support the application of new batteries in smart terminals, new energy vehicles, ships, aviation, smart robots, engineering machinery, agricultural machinery and equipment, etc. Accelerate the research and development and supply of key power electronics technologies, improve the supply capacity of key core devices and components, and improve the level of efficient integration and precise control of energy storage systems. B[Beijing: Accelerate technological breakthroughs and applications of all-solid-state batteries and high-performance hydrogen fuel cells to gradually increase the proportion of new energy vehicles to 70%] On September 9, the Beijing Municipal People's Government issued the "Beijing High-Precision Industry Development Plan during the 15th Five-Year Plan Period". It pointed out that we should create a source of technological innovation for intelligent connected vehicles and a highland for industrial agglomeration. Promote key vehicle companies to innovate and improve quality, increase production capacity utilization, and continue to create safe, technologically advanced and comfortable Beijing-made cars. Coordinate and plan the international development layout, strengthen the ability of complete vehicles and parts to go overseas, and cultivate a capital automobile brand with global competitiveness and world reputation. Attack cutting-edge energy technologies for vehicles, accelerate technological breakthroughs and applications of all-solid-state batteries and high-performance hydrogen fuel cells, and gradually increase the proportion of new energy vehicles to 70%. Accelerate the full-link innovation of intelligent network connections and form global competitive advantages in software and hardware technologies. Improve the new ecosystem of industrial collaboration, introduce core projects in the field of new energy vehicles such as power batteries, drive motors, and intelligent chassis, and build key supporting capabilities such as automotive chips, intelligent cockpits, and model algorithms.
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