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Data Treasure
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八成AIGC概念股前三季度实现盈利。
Eighty per cent of the AIG Concept Unit was profitable in the first three quarters.
据中国核电(601985)官微，近日，由中国核电旗下中核汇能牵头承担的内蒙古自治区科技重大专项“MW(兆瓦)级先进飞轮储能关键技术研究”项目飞轮储能单机输出功率首次达到了1MW。据悉，这是国内单体飞轮首次达到的最大并网功率，完成了核心部件飞轮、电机、磁轴承以及单机集成控制试验。
According to Chinese nuclear power (601985) recently completed the first-ever export power ratio of one MW of a single engine, which was achieved for the first time by a single-body domestic flyer, and which completed a major technical “MW (Mwa) class critical technology study” in the Autonomous Region of Inner Mongolia led by a nuclear transfer capability under a Chinese nuclear flag.
飞轮储能目前作为储能行业中的一种新型技术，具备自己独特的优势，是目前最具发展潜力的短时大功率储能技术之一。
Flyer storage is currently a new technology in the energy storage industry with its own unique advantages and is one of the short-term high-power storage technologies with the greatest potential for development at present.
国盛证券指出，飞轮储能技术最早应用于航天领域，作为卫星姿控、储能一体化使用，其关键技术也逐渐转化到民用领域。飞轮储能因其功率密度高、效率高、寿命长和无污染的优势，目前广泛应用于大功率、响应快、高频次的场景，典型市场包括轨道交通、电网调频、UPS不间断电源等。根据中国能源研究会储能专委会数据，截至2021年底，全球飞轮储能在储能装机中占比仅0.22%，未来发展空间巨大。
According to Her Majesty's Securities, the first applications of flying wheel energy technologies in the space field are integrated as satellite positions, storage capabilities, and the key technologies are gradually being transferred to the civil domain. Because of their power density, efficiency, long-lived and non-polluting advantages, they are now widely applied to high-power, high-response, high-frequency scenarios, typical markets include orbital traffic, grid frequency, UPS uninterruptible power sources, etc. According to the China Energy Research Panel , by the end of 2021, the global flyer reserves could account for only 0.22% of the storage capacity, and there is a huge space for future development.
证券时报·数据宝统计，A股中布局飞轮储能的上市公司有6家。陕西建工、广大特材的最新收盘价较年内高点回撤幅度均超30%。陕西建工子公司化建公司承建了四川德阳全球首个二氧化碳+飞轮储能示范项目，该项目为四川省2022年世界清洁能源装备大会八大示范应用场景之一。广大特材目前低成本的新材料160度磁悬浮飞轮转子已完成试制并装机调试，正在进行大功率真空磁悬浮飞轮储能转子关键部件技术研发。
Securities Times, Data Po, has six listed companies in the A-shares. The latest collection of Xianxi construction workers and a wide range of specialties was more than 30% higher than in the year. Xianxi Construction Corporation, Inc., built the first global carbon dioxide + flying ship storage demonstration project for Sichuan Deyang, one of the eight demonstration applications of the 2022 World Conference on Clean Energy Equipment in Sichuan Province.
AIGC发展迅猛
今年以来，AIGC发展速度惊人，迭代速度呈现指数级爆发。目前AIGC已成为硅谷最新热门，谷歌、Meta、百度等平台型巨头持续布局。
Since this year, AIGC has been developing at an alarming rate, with an exponential eruption. It has now become the latest hotspot in Silicon Valley, with platforms such as Google, Meta, 100 degrees, and so on.
近期，百度AI数字人希加加、度晓晓、林开开、叶悠悠在快手账号发布了一条入驻快手短视频。百度数字人家族通过AIGC智能创作的能力，可以进行作画、作诗、写小说、写歌词。
Recently, 100-degree A digital man, Higaga, Doo Xiaoqiao, Linqiao and Ye Yoyo, released a short-hand entry video on the fast-track account. Through the ability of AIGC intelligence, the 100-degree digital family can draw, write poems, write novels and write lyrics.
AIGC是指利用人工智能技术来生成内容，被认为是继PGC、UGC之后的新型内容创作方式。
AIGC refers to the use of artificial intelligence technology to generate content and is considered to be a new form of content creation that follows PGC and UGC.
国盛证券最新研报指出，AIGC将是Web3.0时代的生产力工具。AIGC代表新一轮范式转移的开始。迈入Web3.0时代，内容消费需求飞速增长，UGC/PGC难以匹配扩张需求，AIGC将是新的元宇宙内容生成解决方案。
The latest study of the state-owned securities notes that
这些概念股全年业绩有望高增长
is expected to grow high throughout the year
数据宝统计，A股中布局AIGC产业链的股票有16只，包含自然语言处理NLP、AIGC算法以及算力等环节。11月以来，7只概念股均上涨超10%，中文在线(300364)、视觉中国(000681)、恒信东方(300081)等个股涨幅居前。
Data Treasure Statistics, , including natural language processing of NLP, AIGC algorithms and algorithms. 中文在线月内涨幅37.7%居首。公司近日在投资者互动平台表示，公司已推出AI绘画功能和AI文字辅助创作功能，其中AI文字辅助创作功能已上线，该功能已向公司旗下17K文学平台全部作者开放。公司深度结合作者的真实写作场景，作者在使用AIGC功能时，通过针对不同的描写场景填写关键词和辅助短语，即可生成对应的文字内容描写，提高写作效率。 In Chinese, 37.7% of the increase occurred during the month. According to the company’s recent investors’ interactive platform, the company has launched the AI painting function and the AI text-aided creation function, which is online and open to all authors of the 17K literature platform under the company’s flag. 业绩方面来看，八成AIGC概念股前三季度实现盈利，澜起科技(688008)、中际旭创(300308)、昆仑万维(300418)、新易盛(300502)的归母净利润额居前。新国都(300130)和澜起科技的净利同比增长幅度居前，均超90%。 In terms of performance, the 80% AIGC Concept Unit realized profitability in the first three quarters of (; 对于今年全年业绩预期，机构一致预测万兴科技(300624)、新国都、澜起科技、美格智能(002881)等个股归母净利润增长幅度有望超50%。 For this year's year-round performance expectations, the agency has consistently projected ( 300624), new country, 中际旭创、科大讯飞(002230)、新国都、天孚通信(300394)等个股本周获得北上资金净买入。 (/a>), new capital, (http://hkkkkktl/kkkkktlkktl) 声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。 Declares that all information on data treasures does not constitute an investment proposal, that the stock market is at risk and that investments need to be prudent. 责编：谢伊岚 Entitled Xie Yijun. 校对：王蔚 == sync, corrected by elderman == @elder_man 数据宝 Data Treasure > / strong 数据宝（shujubao2015）：证券时报智能原创新媒体。 本文首发于微信公众号：数据宝。文章内容属作者个人观点，不代表和讯网立场。投资者据此操作，风险请自担。
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