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Shanghai foreign trade rises 12.6% in July as AI-related product trade surges_我的网站

一 |     (ECNS) -- Shanghai's imports and exports reached 447.57 billion yuan ($66.4 billion) in July, up 12.6% from a year earlier and marking the 18th consecutive month of growth, Shanghai Customs said Friday.    From January to July, foreign trade totaled 3 trillion yuan ($444.9 billion), up 17.7%.    AI related products — integrated circuits, storage components, and servers and related parts — drove much of the increase. Trade in these categories hit 92.67 billion yuan ($13.7 billion) in July, up 61.9%, contributing 8.9 percentage points to overall growth.    Trade with ASEAN rose 54.3% year on year in July, with trade with Vietnam and Singapore jumping 109.9% and 79.4%, respectively. Trade with the European Union increased 7.7%.     Exports of electric vehicles, lithium batteries and photovoltaic products totaled 27.17 billion yuan ($4.03 billion), up 70.2%. Exports of the three categories rose 88.7%, 20.8% and 79.2%, respectively.    (By Helen Mo, intern Yang Hongran)                        。    7月20日，据财闻海外资讯，固态电池被视为机器人赛道下一代核心技术，但其市场落地关键在于全生命周期拥有成本（TCO），而非仅性能比拼。高永锡副总裁在论坛指出，企业选择固态电池、换电或超快充，核心依据为TCO。         当前锂离子电池工业机器人单次充电仅运行1-2小时，虽电池成本占比不足2%，但续航不足制约产能，频繁换电或增配设备推高整体成本。市场对连续工作8小时以上长续航需求快速增长，固态电池虽将电池成本占比提升至约8%，但可通过提升产能降低长期运营总成本，更受制造、物流等连续作业领域青睐。

二 |          机器人场景需求碎片化，短时作业则以换电或超快充更具经济优势。

三 | 行业尚未形成统一标准，工业机器人需高循环寿命、大功率、稳定运行及安全协作，人形机器人另需轻小型化。高永锡强调，行业最大挑战为建立标准与打造经济性生态，电池企业须依场景定制差异化策略。

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Published on:20:17:31