主君的太阳
暑期装机需求明显回落_我的网站
一 | The electric vehicle ecosystem in India is still at a very nascent stage, but the number of electric vehicles on Indian roads is on the rise every day.,Despite the growth, there are a lot of challenges that need to be addressed with regard to the EV infrastructure.,Road safety is one of the major concerns, as the country ranks first in terms of number of road accident deaths in the world. Last year, the World Economic Forum (WEF) launched the Road Safety 2.0 program in India with an aim to introduce technology which would promote the 4Es of road safety i.e. Education, Engineering, Enforcement and Emergency care.,In an interview with Sputnik, Akhilesh Srivastava, Project Head of the World Economic Forum’s Road Safety 2.0 program and Member of the NHEV Knowledge group, talked about measures to be taken to ensure road safety in India and discussed the challenges presented by the battery swapping policy in India.,Sputnik: According to government data, India ranks first in the number of road accident deaths in the world. As you lead the World Economic Forum’s initiative Road Safety 2.0 in India, what measures are required to reduce such fatalities?,Akhilesh Srivastava: With 11 percent of global road fatalities, India ranks worst in terms of the sheer number of road accident deaths in the world. The impact of road accidents on Indian GDP is nearly INR 2.5 trillion ($31.7 billion) i.e., over 1.85 percent of the GDP.,It is clear that old or conventional methods of road safety are not working and there is an urgent need for a new solution. The WEF-led Road Safety 2.0 is one such next-gen solution, where the power of technology is leveraged to save lives on roads.,A few of the measures have been enumerated in it are: the use of technology is the best way to quickly and effectively reduce accidents; сontinuous tracking driving behavior using IoT to generate Safe Driving Scores. The SDS can be used as a monitoring mechanism for incentivizing good driving behavior and reskilling the bad drivers; use of Safety measures like seat belt and helmet with sensors attached; use of AI with the integration of Traffic Lights; implementation of ITS-based penalty set up to penalize people; scaling awareness about the regulations among the people;,Sputnik: WEF’s Road Safety 2.0 talks about an approach to create a human-centric road ecosystem. Could you elaborate what sort of road ecosystem it aims to create?,Akhilesh Srivastava: Human-centric design is a method of product creation that places the requirements, desires, and abilities of users at the forefront of the process. Rather than expecting users to change and conform their behaviors to the product, it involves making design decisions based on how people can, need, and want to do tasks.,Moving on from existing to a human-centric road ecosystem will help the highway builders, manufacturing industry and the enforcement agencies tackle the needs of the people and then accordingly devise the road safety setup and create a human-centric road ecosystem.,For Example, the presence of air bags in the car is for the drivers and passengers' safety. Why only the front seat should have air bags, people in the back seats are equally vulnerable. As per the human-centric approach, the seat belt should be for all humans in the vehicle. All seats in private vehicles like cars and for all passengers in long-distance public transport buses.,Pedestrians, cyclists and other vulnerable road users should be given due space and weightage while framing the policies. In India, pedestrians, cyclists and two-wheelers constitute the majority but the roads and road rules, are made keeping in mind the bigger vehicles.,Sputnik: FASTags in India were adopted to make travel seamless on National Highways and Expressways. However, despite the complete roll-out we see long queues of vehicles at toll plazas and technical glitches being reported. How can an effective and glitch-free usage of FASTags be adopted?,Akhilesh Srivastava: FASTag has made travel hassle-free on highways and expressways in India. There are no queues. FASTag has made tolling very efficient and transparent. Last year’s toll collection was the highest ever at nearly INR 400 billion (Over $5 million),Apart from this, the FASTag has saved fuel wastage of worth over INR 200 billion ($2.5 million) which happened due to idling of vehicles at toll plazas. It also resulted in saving at least 50 million MT of carbon emission.,Sputnik: Regarding the electric vehicle segment, it is a well-known fact that in India it is at a very nascent stage. What are the major challenges that stakeholders are facing and how can they be tackled?,Akhilesh Srivastava: With 100 percent FDI available, new production centres, and a greater push to improve charging infrastructure, India's electric vehicle industry is gaining traction.,Other growth factors for the Indian EV industry include federal subsidies and policies supporting deeper discounts for Indian-made electric two-wheelers, as well as a boost for localized ACC battery storage manufacture.,Furthermore, in September 2021, the federal government authorized a production-linked incentive program for the automotive sector to stimulate the manufacture of electric and hydrogen fuel cell vehicles. In 2021, India sold over 300,000 electric vehicles.,Some of the challenges that exist but are being tackled by the stakeholders are: inadequate charging infrastructure; reliance on battery imports; reliance on imported components and parts, range anxiety among consumers; current high price of EVs; lack of options for high-performance EVs; inadequate electricity supply in parts of India; lack of quality maintenance and repair options.,Sputnik: You have links with the NHEV (National Highway for Electric Vehicle) programme. What initiatives are being taken under the programme to expand EV infrastructure?,Akhilesh Srivastava: Yes, I appreciate this question which talks about Electric Vehicles and being a member of the Knowledge group of NHEV, I wish similar kind of road safety in India, however, some additional concerns are to be kept in mind are:,• The EV is directly connected to a regular household power outlet. This mode is the simplest possible charging mode and does not support any communication between the EV and the charge point, hence it is prohibited in many countries due to safety concerns.,• The onboard charger converts AC to DC. It uses a special type of charging cable equipped with an in-cable control and protection device. This can be used for private charging, but its public use is subject to restrictions in many countries.,• Batteries are the key element. And we noticed a few cases of fire recently. There should be a proper set of technical and regulatory guidelines for the batteries, about its specifications, unique Id number of batteries, uniformity in the charging system, and even uniformity in batteries so that battery swapping can be done easily.,Tracking of batteries can give alerts about the health of batteries so that unsafe batteries can be removed timely.,Sputnik: Ever since the Finance Minister announced the battery swapping policy, it has been a much talked about topic across the segment. Do you think it can be realized?,Akhilesh Srivastava: I appreciate the announcement by Finance Minister about the battery swapping policy. A detailed policy for battery standardization, specifications, and safety protocols is being prepared.,We should think of the battery as a service for battery swapping. This will allow the setting up of battery stations on a mass level; a battery swapping policy will be brought in and interoperability standards will be formulated.,The private players should be encouraged to develop sustainable and innovative models for the battery as a service which will increase efficiency in the electric vehicle ecosystem. This will reduce the cost of Electric Vehicles and give impetus for electric vehicle growth in the coming years.,Sputnik: Electric vehicles are an alternative to petrol and diesel vehicles, and commonly seen as a way to reduce carbon emissions. However, the source of electricity remains non-renewable, so what roadmap has the NHEV adopted to generate electricity for the electric vehicles through renewable sources?,Akhilesh Srivastava: The transport sector accounts for 18 percent of total energy consumption in India. This translates to an estimated 94 million tons of oil equivalent (MTOE) energy.,If India were to follow the current trends of energy consumption, it would require an estimated 200 MTOE of energy supply annually, by the year 2030 to meet the demand of this sector. As of now, this demand is being met mostly through imported crude oil, which therefore makes this sector vulnerable to volatile international crude oil prices. Moreover, the sector also contributes an estimated 142 million tons of CO2 emissions annually.,Electric mobility presents a viable alternative in addressing these challenges, when packaged with innovative pricing solutions, appropriate technology and support infrastructure and thus, has been on the radar of the Government of India.,The point of renewability of electricity is being addressed too with renewable energies like solar energy, wind energy and other forms other renewable sources of energy. The growth of India in this has been spectacular and the country is ahead of many developed countries in this regard.,Want to know more? Check out our Koo & Telegram accounts!,Koo: https://www.kooapp.com/profile/sputniknews,Sputnik India: https://t.me/sputniknewsindia。 受产业格局变化、供需关系调整等多重因素叠加影响，显卡价格大幅攀升。7月底以来，深圳华强北市场显卡经历一轮快速跳涨。记者走访发现，当前显卡售价虽趋稳定，但整体仍处高位，直接推高电脑整机采购成本，市场整机装机需求明显回落。 “7月24日显卡价格突然拉涨，27日后价格站稳新高后基本保持稳定。”欣嘉创电脑经营部店长王洁云告诉记者，本轮涨价时间节点清晰，涨价幅度大。以热门型号RTX 5060为例，涨价前市场价在2300元至2500元，目前一线品牌现货报价基本在3000元左右。
二 | 深圳市金领达电脑有限公司负责人吴畏从事企业批量装机业务多年，对各档位显卡价格变动情况十分熟悉：RTX 5060 Ti涨价前售价2800元，现为3500元，RTX 5070 Ti市场报价则从6000元左右攀升至8000元以上。 “本轮显卡价格快速上涨的核心原因，在于人工智能算力需求对上游供应链的‘虹吸效应’。”中国（深圳）综合开发研究院研究员陈颖仪表示，存储原厂出于利润考量，将产能向AI服务器所需的高带宽内存大幅倾斜，造成消费级显卡显存供应收紧、采购成本抬升。英伟达等上游厂商上调GPU（图形处理器）套件价格，成本沿着研发制造厂商、流通渠道、零售终端逐级传导。面对成本压力和供应不确定性影响，显卡品牌厂商减缓出货节奏，进一步加剧渠道现货紧缺、放大市场惜售情绪。
三 | 在需求端，AI应用拓展重塑显卡使用场景，部分大显卡显存被用于轻量级AI运算，供需失衡进一步加剧。多重因素叠加共振，推动显卡价格快速走高，并带动整机装机成本上涨。 记者在华强电子世界电脑配件区看到，相较耳机、潮流数码小件档口人头攒动的景象，装机配件区域的客流明显偏少。除了显卡价格上涨，主板、电源、显示器等电脑配件的报价也普遍走高。 面对高位行情，华强北商户普遍采取谨慎备货策略，规避价格下行带来的亏损风险。深圳本土显卡及主板品牌“七彩虹”授权经销商张志成坦言，显卡定价完全跟随上游行情波动，市场商户只能被动“高进高卖”，随着终端市场需求萎缩，产品走货量明显下滑。 “门店如今仅少量备货显卡，主要采取‘客户下单、即时向上游提货’的经营模式，不高位锁库存。”王洁云介绍，行情波动幅度大，一旦价格回落，单卡下跌三五百元就会亏掉全部利润，小微商户难以承担这类风险。
四 | 吴畏算了一笔账，2025年一套1万元配置的电脑，当前配齐至少要花1.2万元，涨价部分主要集中在显卡和内存。除台式机外，暑期热销游戏笔记本电脑同样涨价，品牌游戏笔记本电脑进货价每日上浮50元至100元。此前售价8000余元的华硕天选7、天选6 Pro游戏本，如今终端售价已突破1万元。
五 | “对比2025年8月、9月，目前店内整机装机量至少下降30%。”吴畏说。
六 | 此轮涨价潮中，小批量采购电脑的中小企业受影响最大。吴畏介绍，许多客户暂缓采购新机，转而选购二手设备；有硬件置换需求的客户，更多转向“局部升级、维修复用”，仅更换老化内存、固态硬盘，原有主机则继续沿用。 据中国信通院数据，今年一季度国内AI算力需求同比增长417%，供需缺口持续扩大。这是否意味着显卡及电脑装机价格将持续上行？ “总体来看，本轮高价行情或将持续较长时间，年内价格大幅回落可能性不大。
七 | ”陈颖仪分析，目前，上游成本压力尚未得到缓解，英伟达年内已数次向研发制造厂商提价，存储原厂将七成至九成先进产能倾斜至AI服务器所需的高带宽内存产品，消费级显存供给依旧偏紧。加之品牌厂商控量、渠道惜售，短期供需矛盾可能持续加剧。
八 | （记者 杨阳腾 刘 亮 刘雨斐）。
Current article:http://www.laojiusidaosenleliao.bond/list_2475t/k90.docx
Published on:13:39:57