Optimization Michael Kanellos: December 16, 2010 AC or DC? Should We Switch Our Electric Current?
The world runs on AC. Most of the stuff you own runs on DC. Can we all speak the same language?
Direct current didn’t go away. It just went underground.
In 1893, George Westinghouse won the “war of currents” over Thomas Edison and the decision paved the way for electricity to conquer the globe. However, it also created a conflict that has been growing ever since.
Although AC remains the ruling standard transmission, most devices that consume electricity -- cars, planes, light rail systems, computers, consumer electronics, and pretty much anything with a battery -- actually run on DC.
“The old telephone system always worked,” said Brian Fortenberry, a program manager at the Electric Power Research Institute, citing another DC success story. “The reliability is exceptional.”
Solar panels and fuel cells, meanwhile, natively produce DC power.
To pave over the mismatch, electricity is converted from AC to DC and vice-versa, often several times, before it gets consumed. In data centers, AC power gets converted to DC by an uninterruptable power supply, which reconverts it to AC before sending it to the servers, which reconvert it to DC. Each conversion results in losses. The multiple conversions also boost the number of times power has to be stepped from a high to lower voltages.
In buildings, DC power from solar panels becomes AC in an inverter, and DC again when it gets to LED lights. The heat coming off your notebook brick? The waste product of an AC-DC conversion.
Thanks to advances in power electronics, tremendous amounts of power could be saved by curbing these conversions. Validus DC Systems has created a system that converts AC into DC at the data center door and then uses DC throughout the building, effectively turning the data center into a DC microgrid. General Electric, IBM and Sun have partnered with the company.
A recent Duke University test showed that DC data centers consume 15 percent less power. Others peg the potential savings at closer to 30 percent.
As an added bonus, making a data center a DC island reduces the number of necessary components: that boosts reliability, cuts costs and increases the number of computers that can fit in a room, according to James Coakley, CEO of Power Loft Services, which designs energy-efficient data centers.
“The greater number of devices between a power source and a computer, the greater number of opportunities for failure,” he said.
Meanwhile, Nextek Power Systems and conglomerates like Panasonic and Sharp are studying ways to bring DC to commercial buildings or homes so solar panels could directly power appliances or electric cars. A 380-volt DC charger can charge an electric car in 10 minutes, said Liang Downey, director of digital applications. A 220-volt AC charger needs five hours.
Even transcontinental DC is on the way: over 145 high voltage direct current (HVDC) projects are underway in China, Texas and elsewhere to bring DC straight from wind farms to urban DC microgrids.
Critics, though, note that power supplies have continued to become more efficient over time. Hybrid buildings also create potential headaches and confusion for tenants and homeowners. AC works everywhere, and that’s a big advantage.
But with policymakers and corporate customers seeking out any way possible to reduce power consumption, going back to the past has a lot of appeal.
2010年12月27日 星期一
Voltage Conservation, Cellular Big Issues for Grid in 2011
Infrastructure/AMI Michael Kanellos: December 20, 2010 Voltage Conservation, Cellular Big Issues for Grid in 2011
The IPO quiet period is over. We speak to Mark Munday, CEO of Elster Solutions.
One of the next big opportunities in smart grid will revolve around curing substation blindness.
Reducing voltages on transmission lines by 6 percent to 8 percent with the help of networking could result in power savings of 4 percent to 6 percent “all day long, 24 hours a day, seven days a week,” said Mark Munday, CEO of Elster Solutions, the advanced metering infrastructure (AMI) giant, in an interview.
Nationwide, voltage reductions like this could add up to gigawatt-hours of saved electricity. Voltage conservation technology and intelligent distribution equipment, additionally, could reduce transformer overload and highlight maintenance issues before they spill over into full-blown disasters. Utilities could even begin to switch to smaller, less expensive transformers. Lower capital budgets -- and lower bills -- could follow. Toronto Hydro has already installed voltage conservation equipment.
“You will see a lot more commercial products on the distribution side,” he said.
Like a number of smart grid ideas, voltage conservation is possible because of the gap between nineteenth-century grid functionality and twenty-first century communications. Technically, utilities do not precisely know how power gets consumed in homes or businesses.
“Utilities are blind from the substation down,” he said. “But a synchronous motor needs a certain amount of voltage or they stall and burn up.”
To get around the problem, utilities crank up voltage. Smart metering, however, can feed precise information back to the utility on current consumption patterns. Ideally, then, information will let utilities operate with a better, but also thinner, buffer.
Elster is in some ways the poster boy for the new-old nature of green technology. Elster Solutions, which Munday oversees, produces gas, power and water meters, among other equipment. It works with companies like AT&T and Tropos Networks to hammer out smart grid standards. In October, it held an initial public offering.
At the same time, it’s no startup. The conglomerate began as the American Meter Company in 1836.
What else is coming?
--Utilities will begin to gravitate toward putting some of their smart grid infrastructure on public celullar networks. To date, most utilities have elected to build their own networks rather than run meter or other communications on cellular or WiMax networks.
Many have attributed this trend to the fact that utilities in most states can shovel the cost of their own network into a rate increase. Munday, however, asserts this is sort of a myth. The big concerns have been reliability and disaster preparedness.
“They want to know what the bandwidth is. With their own network, they don’t have to worry about someone calling grandma to make sure she is all right,” he said. “Utilities have a strong need for prioritization after a disaster."
“The utility infrastructure is a critical infrastructure. You see what happens when there is a blackout,” he added.
The public carriers now realize this and have begun an effort to create technologies for hardened partitions of bandwidth. The more extensive bandwidth on 4G networks will help this effort; so will IVP6.
In the end, the industry will likely see a spectrum of hybrid networks. Individual meters might link to the grid to collectors via low-bandwidth wireless mesh. The collectors then might send signals via 4G to substations with communications then rolling onto fiber networks. With some remote communities, satellite communication might be employed.
“You will have to be able to deal with multiple technologies simultaneously.
--The lines between power delivery, demand response and building and home management will continue to blur as applications get layered onto these networks. Elster, in fact, moved into energy management with the purchase of EnergyICT.
--Standards? Yes, lots of them. Interoperability will be one the goals because utilities and their customers will want to maintain compatibility with equipment over the course of decades.
--Providing the bigger picture and wider benefits of smart grid technologies also stands as a looming task for Munday and other smart grid execs in 2011 and 2012. To some sectors of the public, “smart grids” are synonymous with rate hikes, potential security breaches and electromagnetic radiation.
The benefits often get lost. Smart meters, for instance, allow utilities to shut off power, or turn it back on, remotely instead of sending a truck. Remote account management has allowed Centerpoint in Texas to cut more than 220,000 truck rolls.
Does that benefit the utility? Yes, but it can also be customer benefit. A smart meter could detect when a consumer is $50 in arrears on their bill and send a text message to alert them of the problem, Munday said.
If an account drops $100 behind, utilities could then partially cut off an account: shutting off power between 9 a.m. and 3 p.m. to conserve but then letting a family have light in the evening. When the bill gets paid, power could be restored in minutes, he said.
It would beat being permanently plunged into darkness.
“All of this is about the consumer. If we don’t approach it that way, we are going to continue to see the problems that we’ve seen,” he said.
The IPO quiet period is over. We speak to Mark Munday, CEO of Elster Solutions.
One of the next big opportunities in smart grid will revolve around curing substation blindness.
Reducing voltages on transmission lines by 6 percent to 8 percent with the help of networking could result in power savings of 4 percent to 6 percent “all day long, 24 hours a day, seven days a week,” said Mark Munday, CEO of Elster Solutions, the advanced metering infrastructure (AMI) giant, in an interview.
Nationwide, voltage reductions like this could add up to gigawatt-hours of saved electricity. Voltage conservation technology and intelligent distribution equipment, additionally, could reduce transformer overload and highlight maintenance issues before they spill over into full-blown disasters. Utilities could even begin to switch to smaller, less expensive transformers. Lower capital budgets -- and lower bills -- could follow. Toronto Hydro has already installed voltage conservation equipment.
“You will see a lot more commercial products on the distribution side,” he said.
Like a number of smart grid ideas, voltage conservation is possible because of the gap between nineteenth-century grid functionality and twenty-first century communications. Technically, utilities do not precisely know how power gets consumed in homes or businesses.
“Utilities are blind from the substation down,” he said. “But a synchronous motor needs a certain amount of voltage or they stall and burn up.”
To get around the problem, utilities crank up voltage. Smart metering, however, can feed precise information back to the utility on current consumption patterns. Ideally, then, information will let utilities operate with a better, but also thinner, buffer.
Elster is in some ways the poster boy for the new-old nature of green technology. Elster Solutions, which Munday oversees, produces gas, power and water meters, among other equipment. It works with companies like AT&T and Tropos Networks to hammer out smart grid standards. In October, it held an initial public offering.
At the same time, it’s no startup. The conglomerate began as the American Meter Company in 1836.
What else is coming?
--Utilities will begin to gravitate toward putting some of their smart grid infrastructure on public celullar networks. To date, most utilities have elected to build their own networks rather than run meter or other communications on cellular or WiMax networks.
Many have attributed this trend to the fact that utilities in most states can shovel the cost of their own network into a rate increase. Munday, however, asserts this is sort of a myth. The big concerns have been reliability and disaster preparedness.
“They want to know what the bandwidth is. With their own network, they don’t have to worry about someone calling grandma to make sure she is all right,” he said. “Utilities have a strong need for prioritization after a disaster."
“The utility infrastructure is a critical infrastructure. You see what happens when there is a blackout,” he added.
The public carriers now realize this and have begun an effort to create technologies for hardened partitions of bandwidth. The more extensive bandwidth on 4G networks will help this effort; so will IVP6.
In the end, the industry will likely see a spectrum of hybrid networks. Individual meters might link to the grid to collectors via low-bandwidth wireless mesh. The collectors then might send signals via 4G to substations with communications then rolling onto fiber networks. With some remote communities, satellite communication might be employed.
“You will have to be able to deal with multiple technologies simultaneously.
--The lines between power delivery, demand response and building and home management will continue to blur as applications get layered onto these networks. Elster, in fact, moved into energy management with the purchase of EnergyICT.
--Standards? Yes, lots of them. Interoperability will be one the goals because utilities and their customers will want to maintain compatibility with equipment over the course of decades.
--Providing the bigger picture and wider benefits of smart grid technologies also stands as a looming task for Munday and other smart grid execs in 2011 and 2012. To some sectors of the public, “smart grids” are synonymous with rate hikes, potential security breaches and electromagnetic radiation.
The benefits often get lost. Smart meters, for instance, allow utilities to shut off power, or turn it back on, remotely instead of sending a truck. Remote account management has allowed Centerpoint in Texas to cut more than 220,000 truck rolls.
Does that benefit the utility? Yes, but it can also be customer benefit. A smart meter could detect when a consumer is $50 in arrears on their bill and send a text message to alert them of the problem, Munday said.
If an account drops $100 behind, utilities could then partially cut off an account: shutting off power between 9 a.m. and 3 p.m. to conserve but then letting a family have light in the evening. When the bill gets paid, power could be restored in minutes, he said.
It would beat being permanently plunged into darkness.
“All of this is about the consumer. If we don’t approach it that way, we are going to continue to see the problems that we’ve seen,” he said.
2010年12月14日 星期二
ABB Plunks $4.2 Billion Into Motors, GM Goes On Hiring Spree, and More
ABB is at it again.
The Swiss equipment giant today said it is buying Baldor Electric Company, one of the biggest manufacturers of electric motors out there for $4.2 billion. New efficiency regulations, among other factors, are expected to push the market for high efficiency motors up 10 percent to 15 percent in North America in 2011. Canada, the EU and other jurisdictions may follow with stringent regulations of their own.
Baldor is one of those large companies you've likely never heard of. It employs 7,000 and had an operating profit of $184 million on revenue of $1.29 billion in the first nine months of the year. Motors have also attracted startups like NovaTorque.
ABB, of course, is one of the four horsemen of the grid, with the three others being General Electric, Siemens and Schneider Electric. All four companies have long histories in the utility and industrial equipment market, and all have been showing marked and increasing interest in acquisitions and partnerships. Earlier this year, ABB inked a deal with General Motors to study how to recycle partially depleted lithium-ion battery packs for cars. It also put money into data center management specialist Power Assure.
Elsewhere:
--General Motors will hire 1,000 engineers in the Michigan area over two years to work on EV technologies. Low costs, strong government policies, lots of engineers and empty factory space for miles and miles give the state a number of advantages when it comes to becoming a green hub. VCs have been circling too.
--General Electric has created an internal group that will look at ways to weave together the lights, appliances and other products the company makes into a cohesive solution for consumers. Dave McCalpin will head up the Home Energy Management Group. No word on whether he also wields control over the television and microwave oven programming division.
--Dan Reicher, who spent the last four years speaking on behalf of Google on energy, will now do the same at a new $7 million interdisciplinary department at Stanford that straddles both the law and business schools. Earlier this year, Ed Lu left Google.
--Soitec and Sumitomo announced that they will collaborate on gallium nitride wafers for semiconductors. GaN is the basis of LEDs and lasers and can be used in power electronics.
--Finally, Liviu Mirica at Washington University in St. Louis has been conducting experiments on exploiting palladium (the element, not the two-drink-minimum dance hall) as a catalyst to convert carbon dioxide into fuel. Right now, converting carbon dioxide into a liquid ends up consuming more energy than it produces. The coal-to-liquids process deployed by the Third Reich -- thankfully -- was hobbled by the same problem.
Palladium reduces the energy required for successive hydrocarbon reactions. In the end, you could make a liquid fuel from methane with a relatively low carbon footprint with this process.
If it works, start passing out the Nobel prizes.
The Swiss equipment giant today said it is buying Baldor Electric Company, one of the biggest manufacturers of electric motors out there for $4.2 billion. New efficiency regulations, among other factors, are expected to push the market for high efficiency motors up 10 percent to 15 percent in North America in 2011. Canada, the EU and other jurisdictions may follow with stringent regulations of their own.
Baldor is one of those large companies you've likely never heard of. It employs 7,000 and had an operating profit of $184 million on revenue of $1.29 billion in the first nine months of the year. Motors have also attracted startups like NovaTorque.
ABB, of course, is one of the four horsemen of the grid, with the three others being General Electric, Siemens and Schneider Electric. All four companies have long histories in the utility and industrial equipment market, and all have been showing marked and increasing interest in acquisitions and partnerships. Earlier this year, ABB inked a deal with General Motors to study how to recycle partially depleted lithium-ion battery packs for cars. It also put money into data center management specialist Power Assure.
Elsewhere:
--General Motors will hire 1,000 engineers in the Michigan area over two years to work on EV technologies. Low costs, strong government policies, lots of engineers and empty factory space for miles and miles give the state a number of advantages when it comes to becoming a green hub. VCs have been circling too.
--General Electric has created an internal group that will look at ways to weave together the lights, appliances and other products the company makes into a cohesive solution for consumers. Dave McCalpin will head up the Home Energy Management Group. No word on whether he also wields control over the television and microwave oven programming division.
--Dan Reicher, who spent the last four years speaking on behalf of Google on energy, will now do the same at a new $7 million interdisciplinary department at Stanford that straddles both the law and business schools. Earlier this year, Ed Lu left Google.
--Soitec and Sumitomo announced that they will collaborate on gallium nitride wafers for semiconductors. GaN is the basis of LEDs and lasers and can be used in power electronics.
--Finally, Liviu Mirica at Washington University in St. Louis has been conducting experiments on exploiting palladium (the element, not the two-drink-minimum dance hall) as a catalyst to convert carbon dioxide into fuel. Right now, converting carbon dioxide into a liquid ends up consuming more energy than it produces. The coal-to-liquids process deployed by the Third Reich -- thankfully -- was hobbled by the same problem.
Palladium reduces the energy required for successive hydrocarbon reactions. In the end, you could make a liquid fuel from methane with a relatively low carbon footprint with this process.
If it works, start passing out the Nobel prizes.
2010年10月21日 星期四
光大控股：環保意識增強，利齊合天地(00976-HK)及中金再生(00773-HK)
【大行言論】光大控股：環保意識增強，利齊合天地(00976-HK)及中金再生(00773-HK)
2010/10/21 15:53
財華社香港新聞中心。
光大控股發表研究報告表示，隨著中國對環保意識逐漸增強，將利好齊合天地及中國金屬再生，指齊合天地和中國金屬再生均為中國混合金屬再生商，主要業務均為向海外進口購買廢金屬回收，然後經由加工、拆解及分類為銅、鋼、鋁、鐵等多種終端金屬的原材料。
光大控股指，齊合天地與中金業務最主要的差異在於中國金屬再生沒有鑄造業務，鑄造業務是用再生金屬產品來制造可用於汽車及電子配件等廣泛用途的鋁錠及銅桿銅線，所以在產品組合及多元化的方面，中國金屬再生並沒有優勢。
該行稱，中國金屬再生未來的發展將會著重於進一步開發新業務地區和拓展銷售網絡，如在未來3年投資1億美元建立極為完善的銷售、分銷及物流平台，和收購天津國能資源發展有限公司；同時，今年上半年銷售量(79.6萬噸)已完成全年銷售量目標(145萬噸)約54.9%，進度超前，所以預計全年銷售量將極有可能超過目標。
光大控股稱，齊合天地未來的發展將會著重在於併購、擴大採購網絡、提升現有廠房的加工及生產能力和增建新廠房；就目前的階段而言，寧波加工工廠的年加工產能將會由現時的8萬噸增加至20萬噸。
2010/10/21 15:53
財華社香港新聞中心。
光大控股發表研究報告表示，隨著中國對環保意識逐漸增強，將利好齊合天地及中國金屬再生，指齊合天地和中國金屬再生均為中國混合金屬再生商，主要業務均為向海外進口購買廢金屬回收，然後經由加工、拆解及分類為銅、鋼、鋁、鐵等多種終端金屬的原材料。
光大控股指，齊合天地與中金業務最主要的差異在於中國金屬再生沒有鑄造業務，鑄造業務是用再生金屬產品來制造可用於汽車及電子配件等廣泛用途的鋁錠及銅桿銅線，所以在產品組合及多元化的方面，中國金屬再生並沒有優勢。
該行稱，中國金屬再生未來的發展將會著重於進一步開發新業務地區和拓展銷售網絡，如在未來3年投資1億美元建立極為完善的銷售、分銷及物流平台，和收購天津國能資源發展有限公司；同時，今年上半年銷售量(79.6萬噸)已完成全年銷售量目標(145萬噸)約54.9%，進度超前，所以預計全年銷售量將極有可能超過目標。
光大控股稱，齊合天地未來的發展將會著重在於併購、擴大採購網絡、提升現有廠房的加工及生產能力和增建新廠房；就目前的階段而言，寧波加工工廠的年加工產能將會由現時的8萬噸增加至20萬噸。
2010年8月10日 星期二
中國風力發電風車的市佔率分布(表)
財華社香港新聞中心。
大和證券發表研究報告，列出包括龍源電力(0916-HK)旗下國電聯合動力等的中國風力發電風車於2009市佔率分布如下：
排外/公司名稱/中國市佔率。
1./華銳風電/25.3%。
2./金風科技/19.7%(今年6月擱置上市)。
3./東方電氣(1072-HK)/14.7%。
4./國電聯合動力/5.6%(龍源電力附屬)。
5./明陽電氣/5.4%。
6./丹麥Vestas/4.4%。
7./湘電/3.3%。
8./GE/2.3%。
9./印度Suzlon/2.1%。
10./上海電氣(2727-HK)/2%。
大和證券發表研究報告，列出包括龍源電力(0916-HK)旗下國電聯合動力等的中國風力發電風車於2009市佔率分布如下：
排外/公司名稱/中國市佔率。
1./華銳風電/25.3%。
2./金風科技/19.7%(今年6月擱置上市)。
3./東方電氣(1072-HK)/14.7%。
4./國電聯合動力/5.6%(龍源電力附屬)。
5./明陽電氣/5.4%。
6./丹麥Vestas/4.4%。
7./湘電/3.3%。
8./GE/2.3%。
9./印度Suzlon/2.1%。
10./上海電氣(2727-HK)/2%。
2010年6月21日 星期一
【熱點專題】醫藥股短炒完結候低吸納
自去年內地推出8,500億元人民幣的醫療改革後，醫藥股不時成為資金熱炒對象，部分股份更創新高，上周醫藥股再次成為市場追捧對象，但卻受制於國家發改委突然宣稱正研究藥品反暴利以及限價的消息打擊，醫藥股上周五紛紛出現回吐，但由於醫藥股始終受國策支持，投資者候低位吸納。
市場預計內地下半年將公布新的國家基本醫療保險目錄，部份藥品乘機大幅漲價，引致發改委研究管制藥品漲價，若屬於不合理提價，一律不予認可之外，並改由發改委價格主管部門核定最高零售，限價的消息成為上周五拋售醫藥股的借口。
但是，醫藥股始終受惠國策，只要藥品進入醫保目錄便可廣泛發售，因此基本利好因素未改，故長值得線看好，加上，內地居民對藥品需求持續增長，以及人口老化下，醫藥股發展空間甚大，未來，中央可能進一步提高補貼居民的醫療所需，因此，醫藥股對發改委的限價政策，應不會受到太大打擊，當藥品進入醫保目錄後，亦可薄利多銷，只要在國策支持下，醫藥股發展的發展前景仍然向好，外資行美銀美林亦認為，內地不會太過壓低藥價，以免損害產品質素，醫藥行業長遠增長仍然可觀。
事實上，自內地推出醫療改革推出後，醫藥股即獲多個基金垂青，如國藥控股(1099-HK)、神威藥業(2877-HK)，聯邦制藥(3933-HK)、廣州藥業(0874-HK)等，得到基金增持，雖然醫藥股短期受到反暴利以及限價等的消息打擊，但預計資金仍會流入，然而，部分醫藥股估值已嚴重偏高，即使經過今次調整，股價仍處高水平，投資者若要追入，亦須冒一定風險。
至於今天截止公開認購的骨科創傷及脊椎手術工具生產商創生控股(0325-HK)，顯然未受上周新股市場表現不滯及醫藥股回吐的因素影響，單是孖展認購額便達到36億元以上，相當於公開發售集資7,600萬元，超額認購46.88倍，其影子股山東威高(8199-HK)，自上市至今，股價累計升幅達50多倍，目前股價仍在上升中，並已升至35元，近日更宣佈已向聯交所遞交申請，將其H股股份由創業板轉往主板上市，而創生與威高的表現，正好反映市場仍然對醫藥股情有獨鍾。
市場預計內地下半年將公布新的國家基本醫療保險目錄，部份藥品乘機大幅漲價，引致發改委研究管制藥品漲價，若屬於不合理提價，一律不予認可之外，並改由發改委價格主管部門核定最高零售，限價的消息成為上周五拋售醫藥股的借口。
但是，醫藥股始終受惠國策，只要藥品進入醫保目錄便可廣泛發售，因此基本利好因素未改，故長值得線看好，加上，內地居民對藥品需求持續增長，以及人口老化下，醫藥股發展空間甚大，未來，中央可能進一步提高補貼居民的醫療所需，因此，醫藥股對發改委的限價政策，應不會受到太大打擊，當藥品進入醫保目錄後，亦可薄利多銷，只要在國策支持下，醫藥股發展的發展前景仍然向好，外資行美銀美林亦認為，內地不會太過壓低藥價，以免損害產品質素，醫藥行業長遠增長仍然可觀。
事實上，自內地推出醫療改革推出後，醫藥股即獲多個基金垂青，如國藥控股(1099-HK)、神威藥業(2877-HK)，聯邦制藥(3933-HK)、廣州藥業(0874-HK)等，得到基金增持，雖然醫藥股短期受到反暴利以及限價等的消息打擊，但預計資金仍會流入，然而，部分醫藥股估值已嚴重偏高，即使經過今次調整，股價仍處高水平，投資者若要追入，亦須冒一定風險。
至於今天截止公開認購的骨科創傷及脊椎手術工具生產商創生控股(0325-HK)，顯然未受上周新股市場表現不滯及醫藥股回吐的因素影響，單是孖展認購額便達到36億元以上，相當於公開發售集資7,600萬元，超額認購46.88倍，其影子股山東威高(8199-HK)，自上市至今，股價累計升幅達50多倍，目前股價仍在上升中，並已升至35元，近日更宣佈已向聯交所遞交申請，將其H股股份由創業板轉往主板上市，而創生與威高的表現，正好反映市場仍然對醫藥股情有獨鍾。
2010年1月26日 星期二
嘉盛(00729-HK)飆升44%，引李嘉誠入股及購電池業務
嘉盛控股今早股價飆升，受以總代價27.5億元收購電池業務，及引入長和主席李嘉誠為股東，嘉盛盤中最高見1.5元，搶高66.7%，最新報1.3元，升44.4%，成交額1.2億元。
嘉盛公布，以27.5億元收購Union Grace Holdings；該公司持有中聚雷天的全部股權，並已簽署專利許可契約，中聚雷天將可生產、推廣、分銷及銷售電池產品之特許專利之獨家權利產品主要客戶包括電動汽車製造商、航運公司和儲電站。
嘉盛支付的代價，其中1億元將以現金支付，1.57億元以按發行價每股0.2港元發行7.84億股的代價股份，配售股份佔擴大後股本約25.9%。而餘額約24.93億將發行可換股債券支付，該可換股債券若悉數行使將可按每股份0.2元兌換124.67億股股份，較停牌前的0.9元折讓約77.78%，換股股份佔擴大後股本約78.6%。
此外，長和系主席李嘉誠獲嘉盛控股按每股0.73元，配售4億股，集資2.92億元，料集資淨額淨額2.905億元，配售價較停牌前0.9元折讓18.9%，並佔擴大後已發行股本的15.3%。
嘉盛公布，以27.5億元收購Union Grace Holdings；該公司持有中聚雷天的全部股權，並已簽署專利許可契約，中聚雷天將可生產、推廣、分銷及銷售電池產品之特許專利之獨家權利產品主要客戶包括電動汽車製造商、航運公司和儲電站。
嘉盛支付的代價，其中1億元將以現金支付，1.57億元以按發行價每股0.2港元發行7.84億股的代價股份，配售股份佔擴大後股本約25.9%。而餘額約24.93億將發行可換股債券支付，該可換股債券若悉數行使將可按每股份0.2元兌換124.67億股股份，較停牌前的0.9元折讓約77.78%，換股股份佔擴大後股本約78.6%。
此外，長和系主席李嘉誠獲嘉盛控股按每股0.73元，配售4億股，集資2.92億元，料集資淨額淨額2.905億元，配售價較停牌前0.9元折讓18.9%，並佔擴大後已發行股本的15.3%。
2010年1月22日 星期五
中國趨勢：三網融合全速前進 3C業務有望取得突破
2010年1月22日）隨著中央有意進一步推動電信、廣播電視及互聯網的「三網融合」，相關3C產業有望迎接龐大發展機遇，其應用並達致全面升級。業內專家認為，三網融合的快速增長有助帶動3C產業發展融合的突破，加上其內容及層面上的革新，相信全面開放的互聯數位生活應用時代將不遠矣，對於有意立足3E+3C應用方案業務的中國趨勢控股有限公司(“中國趨勢”，股份代號：08171.hk)而言，絕對是一大喜訊。
中國國務院總理溫家寶於早前主持國務院常務會議，在會上闡明要加快推進電信網、廣播電視網和互聯網三網融合的目標，當中在今後三年的短期計劃是重點開展廣電和電信業務雙向進入試點，期後三年則全方位實現三網融合的發展，以普及化應用融合業務。
業內專家認為，「三網融合」得到進一步推動，與其關係密切的應用模式3C產業，包括電腦(Computer)、通訊(Communication)和消費類電子產品(Consumer Electrics)發展進程亦可望加快，並在技術及製作上取得實質性的突破，當中甚至包含3C產業、半導體及太陽能技術的結合，以達到資訊資源共用與互聯、3C在各個層面融合的大勢所趨，料數位生活的全面開放應用時代將指日可待。
中國趨勢早已洞悉新光源的發展良機，並計劃透過旗下附屬公司聯手打造三新產業應用模式，成為提供3E新能源+3C應用方案業務整合的先驅者。經過重組後，中國趨勢率先通過博思(中國)信息系統有限公司(“博思系統”)，打造新能源及新光源產品應用的3E及3C工程，以在各行各業提供實際體驗。
另一方面，中國趨勢透過另一附屬公司博思動力公司(“博思動力”)，擬從事B2C模式網上購物，就3C產品的市場推廣，成為科技終端產品銷售的電子通路。中國趨勢冀通過上述項目，建立3E及3C應用示範工程，以把握行業即將來臨的商機。
中國國務院總理溫家寶於早前主持國務院常務會議，在會上闡明要加快推進電信網、廣播電視網和互聯網三網融合的目標，當中在今後三年的短期計劃是重點開展廣電和電信業務雙向進入試點，期後三年則全方位實現三網融合的發展，以普及化應用融合業務。
業內專家認為，「三網融合」得到進一步推動，與其關係密切的應用模式3C產業，包括電腦(Computer)、通訊(Communication)和消費類電子產品(Consumer Electrics)發展進程亦可望加快，並在技術及製作上取得實質性的突破，當中甚至包含3C產業、半導體及太陽能技術的結合，以達到資訊資源共用與互聯、3C在各個層面融合的大勢所趨，料數位生活的全面開放應用時代將指日可待。
中國趨勢早已洞悉新光源的發展良機，並計劃透過旗下附屬公司聯手打造三新產業應用模式，成為提供3E新能源+3C應用方案業務整合的先驅者。經過重組後，中國趨勢率先通過博思(中國)信息系統有限公司(“博思系統”)，打造新能源及新光源產品應用的3E及3C工程，以在各行各業提供實際體驗。
另一方面，中國趨勢透過另一附屬公司博思動力公司(“博思動力”)，擬從事B2C模式網上購物，就3C產品的市場推廣，成為科技終端產品銷售的電子通路。中國趨勢冀通過上述項目，建立3E及3C應用示範工程，以把握行業即將來臨的商機。
2010年1月14日 星期四
美國上周初次申請失業金人數 美國12月零售銷售
01/14 21:59美國上周初次申請失業金人數+1.1萬至44.4萬人
[外貿]01/14 21:57美國12月進口價格指數月比持平符合預期
[美洲指標]01/14 21:54美國12月零售銷售月降0.3%弱于預期
[景氣]01/14 21:45各類商店廣泛疲弱 美國12月零售銷售下降0.3%
[外貿]01/14 21:57美國12月進口價格指數月比持平符合預期
[美洲指標]01/14 21:54美國12月零售銷售月降0.3%弱于預期
[景氣]01/14 21:45各類商店廣泛疲弱 美國12月零售銷售下降0.3%
2010年1月8日 星期五
美國12月非農就業人數減少8.5萬人遜于預期
美國勞工部8日表示，美國2009年12月非農就業人數減少8.5萬人，經濟學家預期為持平。12月失業率持穩于10%，符合預期。【相關專題：奧巴馬如何重振美國經濟】
綜合外電1月8日報道，美國勞工部8日表示，美國2009年12月非農就業人數減少高于預期，失業率仍為10%，表明勞動力市場仍需時日復蘇。
盡管11月數據被修正表明美國經濟出現衰退以來首次就業增加，但12月數據壞于預期。
12月非農就業人數減少8.5萬人，經濟學家預期為持平。12月失業率持穩于10%，符合預期。
11月非農就業人數修正后增加4000人。
建筑業、制造業和批發貿易行業就業減少，而服務業和衛生保健業的就業繼續增加。
盡管12月數據壞于預期，但數據反映出就業市場的改善。隨著美國經濟復蘇，失業情況在緩和。
第四季度，平均每月就業減少6.9萬人，而第一季度平均每月減少69.1萬人。
12月建筑業就業減少5.3萬人，制造業就業減少2.7萬人，服務業就業增加4.7萬人，衛生保健行業就業增加2.2萬人。
美聯儲認為未來數月美國利率必須仍處于創紀錄低點，市場并不認為美聯儲會因12月的就業報告而改變此想法。
美聯儲12月會議紀要顯示，美聯儲仍擔心勞動力市場疲弱。市場預期美國2009年下半年經濟會以健康的速度擴張，但就業市場的疲弱、銀行緊縮的貸款以及逐步撤出的政府刺激措施都抑制著經濟復蘇。
12月平均時薪由18.74美元增至18.80美元。
綜合外電1月8日報道，美國勞工部8日表示，美國2009年12月非農就業人數減少高于預期，失業率仍為10%，表明勞動力市場仍需時日復蘇。
盡管11月數據被修正表明美國經濟出現衰退以來首次就業增加，但12月數據壞于預期。
12月非農就業人數減少8.5萬人，經濟學家預期為持平。12月失業率持穩于10%，符合預期。
11月非農就業人數修正后增加4000人。
建筑業、制造業和批發貿易行業就業減少，而服務業和衛生保健業的就業繼續增加。
盡管12月數據壞于預期，但數據反映出就業市場的改善。隨著美國經濟復蘇，失業情況在緩和。
第四季度，平均每月就業減少6.9萬人，而第一季度平均每月減少69.1萬人。
12月建筑業就業減少5.3萬人，制造業就業減少2.7萬人，服務業就業增加4.7萬人，衛生保健行業就業增加2.2萬人。
美聯儲認為未來數月美國利率必須仍處于創紀錄低點，市場并不認為美聯儲會因12月的就業報告而改變此想法。
美聯儲12月會議紀要顯示，美聯儲仍擔心勞動力市場疲弱。市場預期美國2009年下半年經濟會以健康的速度擴張，但就業市場的疲弱、銀行緊縮的貸款以及逐步撤出的政府刺激措施都抑制著經濟復蘇。
12月平均時薪由18.74美元增至18.80美元。
2010年1月6日 星期三
美國私人企業12月就業人數-8.4萬人 2008年3月以來最低
ADP就業公司周三公布報告顯示，美國私人企業12 月就業人數減少8.4萬人，創2008年3月以來最低。
美國私人企業就業人數已連續二十三個月減少。
ADP說，11月私人企業就業人數由減少16.9萬人修 正為14.5萬人。
ADP指數不包含政府就業人數。
周五，美國勞工部將公布12月就業報告。分析師預 估，12月非農業人數增加1萬人，為二年來首度增加。
美國私人企業就業人數已連續二十三個月減少。
ADP說，11月私人企業就業人數由減少16.9萬人修 正為14.5萬人。
ADP指數不包含政府就業人數。
周五，美國勞工部將公布12月就業報告。分析師預 估，12月非農業人數增加1萬人，為二年來首度增加。
2010年1月4日 星期一
美國ISM公布12月製造業指數上升至55.9% 連續五個月上升
美國供應管理協會(ISM)周一公布，美國製造業連續第五個月擴張，為經濟衰退逐漸結束的進一步證據。
12月ISM製造業指數上升至55.9%，創近四年高點，11月為53.6%。
接受MarketWatch公司調查的分析師平均預估，12月ISM製造業指數為溫和上升至54.2%。
該指數高於50%，代表認為業務改善的企業家數多過認為業務惡化的企業家數。
ISM說，12月，在18類產業中，有9類成長。
12月新訂單指數上升至65.5%，11月為60.3%。
12月就業指數上升至52%，11月為50.8%。
12月生產指數上升至61.8%，11月為59.9%。
[景氣]01/04 23:14房市支出減少 美國11月營建支出下降0.6%
[就業]01/04 22:55連續23個月減少後 美國12月就業人數可望增加
[景氣]01/04 22:23美國11月份商業貸款違約率再次攀升
12月ISM製造業指數上升至55.9%，創近四年高點，11月為53.6%。
接受MarketWatch公司調查的分析師平均預估，12月ISM製造業指數為溫和上升至54.2%。
該指數高於50%，代表認為業務改善的企業家數多過認為業務惡化的企業家數。
ISM說，12月，在18類產業中，有9類成長。
12月新訂單指數上升至65.5%，11月為60.3%。
12月就業指數上升至52%，11月為50.8%。
12月生產指數上升至61.8%，11月為59.9%。
[景氣]01/04 23:14房市支出減少 美國11月營建支出下降0.6%
[就業]01/04 22:55連續23個月減少後 美國12月就業人數可望增加
[景氣]01/04 22:23美國11月份商業貸款違約率再次攀升
2010年1月1日 星期五
美國12月26日當周首次申請失業救濟人數降至432,000人
01/01 03:11美國12月芝加哥商業景氣指數自60下修至58.7
[景氣]01/01 01:26道瓊斯經濟景氣指數顯示美國復蘇勢頭減弱
[歐洲指標]01/01 00:55標準普爾將冰島主權信用評級前景上調為“穩定”
[景氣]01/01 00:40美國12月NAPM紐約企業前景指數升至80.2
[就業]12/31 23:46美國12月26日當周首次申請失業救濟人數降至432,000人(更新一)
[景氣]12/31 23:36ECRI：截至12月25日當週美國經濟領先指數升至131.2
美國12月26日當周首次申請失業救濟人數下降22,000人，至432,000人，經濟學家之前預計將增加3,000人。
綜合外電12月31日報道，美國勞工部(Labor Department)31日發布的每周報告顯示，美國12月19日當周首次申請失業救濟人數意外降至18個月以來的最低水平，表明勞動力市場或許已經好轉，持續申請失業救濟超過一周的人數也繼續下降。
經季節性因素調整后，截至12月26日當周首次申請失業救濟人數下降22,000人，至432,000人，為自2008年7月19日以來的最低水平。
經濟學家之前預計，12月26日當周首次申請失業救濟人數將增加3,000人。
美國勞工部將截至12月19日當周首次申請失業救濟人數從此前公布的452,000人修正至454,000人；持續申請失業救濟超過一周的人數減少57,000人，至4,981,000人。
首次申請失業救濟人數的四周移動平均值減少5,500人，至460,250人，創2008年9月20日以來的最低水平，同時也是連續第十七周下降。
截至12月19日當周享有失業保險的勞工失業率為3.8%，與前一周持平。
31日公布的數據顯示，截至12月19日當周，密歇根州首次申請失業救濟人數的增幅最大，達8,382人，主要受汽車業裁員人數增加影響。這一數據未經季調。
田納西州首次申請失業救濟人數的降幅最大，為2,972人，但未說明原因。
[景氣]01/01 01:26道瓊斯經濟景氣指數顯示美國復蘇勢頭減弱
[歐洲指標]01/01 00:55標準普爾將冰島主權信用評級前景上調為“穩定”
[景氣]01/01 00:40美國12月NAPM紐約企業前景指數升至80.2
[就業]12/31 23:46美國12月26日當周首次申請失業救濟人數降至432,000人(更新一)
[景氣]12/31 23:36ECRI：截至12月25日當週美國經濟領先指數升至131.2
美國12月26日當周首次申請失業救濟人數下降22,000人，至432,000人，經濟學家之前預計將增加3,000人。
綜合外電12月31日報道，美國勞工部(Labor Department)31日發布的每周報告顯示，美國12月19日當周首次申請失業救濟人數意外降至18個月以來的最低水平，表明勞動力市場或許已經好轉，持續申請失業救濟超過一周的人數也繼續下降。
經季節性因素調整后，截至12月26日當周首次申請失業救濟人數下降22,000人，至432,000人，為自2008年7月19日以來的最低水平。
經濟學家之前預計，12月26日當周首次申請失業救濟人數將增加3,000人。
美國勞工部將截至12月19日當周首次申請失業救濟人數從此前公布的452,000人修正至454,000人；持續申請失業救濟超過一周的人數減少57,000人，至4,981,000人。
首次申請失業救濟人數的四周移動平均值減少5,500人，至460,250人，創2008年9月20日以來的最低水平，同時也是連續第十七周下降。
截至12月19日當周享有失業保險的勞工失業率為3.8%，與前一周持平。
31日公布的數據顯示，截至12月19日當周，密歇根州首次申請失業救濟人數的增幅最大，達8,382人，主要受汽車業裁員人數增加影響。這一數據未經季調。
田納西州首次申請失業救濟人數的降幅最大，為2,972人，但未說明原因。
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