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中金：超级电容渗透率提升，迎来供给紧缺周期_我的网站

一 |     (ECNS) -- A 400,000DWT Very Large Ore Carrier (VLOC) flying the Marshall Islands flag berthed at Zhanjiang Port in Guangdong on Wednesday, carrying iron ore under maritime escort.    The vessel, Saham, measures 360 meters long and 65 meters wide, with a deck area equal to 55 basketball courts. Zhanjiang maritime authorities prepared safeguard plans including smart remote control, UAV patrols and escort vessels.        Temporary one-way traffic control was imposed, and navigation hazards were cleared to ensure safe entry.    Officials said the docking supports the stable development of Zhanjiang’s steel industry chain.    (By Helen Mo, intern Xu Wenda)                    。    获悉，中金公司研报称，超级电容卡位AIDC电源中毫秒级-秒级大功率脉冲空档，同时具备备电功能，随着800VDC架构落地逐步成为标配，机柜单瓦超容搭载量通胀，渗透率快速抬升。由于技术、认证壁垒较高，供给侧名义产能虽然看起来较多，但大容量有效产能紧缺，预期2027—2028年行业有望迎来供给紧缺周期。

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Published on:09:40:47