美国本土电网由于基建老化和许可程序复杂，已无法满足 AI 数据中心呈指数级增长的电力需求。高盛明确表示到2030 年，美国几乎所有电力电网都将面临备用容量不足的问题，这一结构性瓶颈可能在人工智能竞争中让中国取得先发优势。
其中智能制造装备销售是核心业务，报告期内，该业务实现收入分别为 19556.97 万元、31272.99 万元、43524.62 万元、21320.9 万元，占当期营业收入的比例分别为 62.93%、76.26%、79.79%、80.41%，收入贡献持续提升。
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And that’s a normal consequence of the sensible semantics, but just adding those semantics together,
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