能源漫游
E一一在能源变革的浪潮中，我们一起漫游。 我们关注全球能源与电力市场的动态——从欧洲的容量机制到北美的储能收益，从亚洲的拍卖制度到中东与非洲的新兴电力市场，从清洁能源项目到数据中心崛起带来的能源新逻辑。每一期，我们都会选取正在发生的重要新闻，用简明的叙述与清晰的逻辑，带你穿越全球能源版图。 目前，我们有两个系列： 【能源新发现】 每周更新，精选过去一周国内外重要能源新闻，以全球视角梳理趋势脉络。 【能源浅聊】 不定期更新，从“新发现”中挑出值得再聊的议题，用轻松方式解释背后的机制与逻辑。 让我们在数据与故事之间，寻找能源转型的真正脉动。
| Publishes | Daily | Episodes | 28 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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Latest Episodes
2026年2月6日
▌热点赛道简报
固态电池 • 特斯拉干电极工艺实现规模化生产
• 光年引擎发布全球首款全场景全固态电池
核聚变 • “洪荒70”托卡马克装置实现1337秒稳态运行
• 紧凑型核聚变装置BEST底部冷屏侧环体成功安装，迈向PIT READY目标
• 中国核聚变形成“国家队+民营资本”双轮驱动
有色金属 • 河钢资源南非子公司因洪灾暂停采矿，预计影响铜产品生产约2个月
• LME与SHFE铜库存持续上升，1.27万吨铜涌入亚洲仓库，引发需求担忧
... more
2026年2月5日
本期节目串台 时间嘉讲
【本期简介】
2025年至今，有色金属涨幅第一，黄金突破5000美元每盎司——这不仅仅是市场波动，更是一场深刻的“资源认知革命”。本期节目为您拆解资源行业从“周期炒作”走向“战略重估”的根本逻辑，为投资者提供一幅全新的资源投资地图。
我们聊到：
旧框架已过时——资源不再是简单的“周期股”，而是进入“商品→资源→金融”三重属性叠加的新阶段。供给脆弱、需求韧性和金融属性定价，正共同重塑铜、铝、锂等品种的长期价值。
围绕五大资源方向，逐一解读：铜... more
2026年2月3日
▌热点赛道简报
【固态电池】
• 全线加速： 2026年开年固态电池赛道密集突破，一汽红旗、吉利领跑装车验证，产业链各环节提速商业化。
• 场景突围： 国晟科技10GWh项目启动，硫化物路线聚焦低空经济与人形机器人高端赛道。
• 技术里程碑： 固液混合储能系统入选能源局十大科技创新成果；高性能硅负极研发突破，显著提升比容量。
【稀土永磁】
• 价格风暴： 氧化钕、氧化镨价格持续上行，精矿价格创三年新高；供给收缩与新兴需求爆发共振。
【有色金属】
more
2026年1月30日
▌热点赛道简报
固态电池 • 首台纳米晶体结构快速解析仪研制成功，赋能固态电池精准研发
• 固态电池2025年国内投资超240亿元，产业步向量产冲刺阶段
• 十四家厂商固态电池量产时间线
核聚变 • 国家磁约束核聚变专项完成2025年度总结，10余项重点项目获肯定
• 等离子体所牵头三项聚变堆关键技术项目通过绩效评价
• 我国全超导磁体创35.1特斯拉世界纪录，加速核聚变实验堆投运
战略性矿产与大宗商品 • 美国放弃关键矿产价格下限政策，要求企... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #119 | China/News |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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