Bloodbath 这事说明川普还是对工业不了解
发表于 ： 17 3月 2024, 21:31
其实传统制造业，能转移的，美国都转移了。这个在川普上台前就完成了，川普上台后也没拉回来啥。美国实在是崩无可崩了。其实对美国最重要得是，一，高端制造业能不能搞下去，这代美国人不行，波音，intel会不会砸？二，新产业能不能分一杯羹，电车，新能源搞不搞得成？这也是一个指标。
其实传统制造业，能转移的，美国都转移了。这个在川普上台前就完成了，川普上台后也没拉回来啥。美国实在是崩无可崩了。其实对美国最重要得是，一，高端制造业能不能搞下去，这代美国人不行，波音，intel会不会砸？二，新产业能不能分一杯羹，电车，新能源搞不搞得成？这也是一个指标。
谁的定义电车＝＝新能源？
美国搞核能技术的公司不完全列表
Ｄｅｖｅｌｏｐｅｒｓ：
AlphaTech Research Corp.
ARC Clean Technology
Brillouin Energy Corp.
BWX Technologies, Inc.
Columbia Basin Consulting Group
Exodys Energy, Inc
Flibe Energy, Inc
Framatome
GE Hitatchi
General Atomics Electromagnetic Systems
General Fusion
HolosGen LLC
Holtec International
Hybrid Power Technologies LLC
Kairos Power LLC
Magneto-Inertial Fusion Technologies, Inc. (MIFTI)
Micronuclear LLC
Muons, Inc.
Nano Nuclear
Niowave, Inc.
NuGen, LLC
NuScale Power
Radiant
Space Nuclear Power corporation
TerraPower, LLC
Terrestrial Energy USA, Inc.
ThorCon International
Ultra Safe Nuclear Corporation
Westinghouse Electric Company LLC
X Energy, LLC
Ｓｕｐｐｌｉｅｒｓ：
AECOM
Alphasource, Inc.
Analysis and Measurement Services Corporation (AMS)
Ansys
ATS Automation
Bechtel Nuclear, Security & Environmental
BNL Industries, Inc.
Burns & McDonnell
BWX Technologies, Inc.
Carolina Fabricators, Inc.
Centrus Technical Solutions
Ceramic Tubular Products
Competitive Access Systems (CAS), Inc.
CompRex, LLC
Concurrent Technologies Corporation
Curtiss-Wright
DC Fabricators, Inc.
DuBose National Energy Services
Ed Fagan Inc.
Empyrean
ENERCON
Engineering Mechanics Corporation of Columbus (Emc2)
Engineering Planning and Management (EPM)
EXCEL Services Corporation
Exyn Technologies
F&J Specialty Products, Inc.
Fauske & Associates, LLC
Fisher Controls
Fisonic Energy Solutions
Fluid Components International, LLC
Fluor
Framatone
GEI Consultants, Inc.
GSE Performance Solutions, Inc.
Gutor Electronic LLC
H3D, Inc.
Hansell Tiernery, Inc..
Hayward Tyler, Inc.
High Temperature System Designs, LLC
Holtec International
Information Systems Laboratory, Inc.
Joseph Oat Corporation
Kinectrics
L & H Industrial
Lightbridge Corporation
Maidana Research
Master-Lee Engineered Products, Inc.
Materion
Meridian Services Group
Millennitek LLC
MS Technology, Inc.
Nuclear Energy Consultants
Numerical Advisory Solutions
Nutherm International, Inc.
NuVision Engineering, Inc.
Paragon Energy Solution
Paxton & Vierling Steel
PMT Nuclear
Power System Sentinel Technologies, LLC
Precision Custom Components, LLC
Premier Technology
RadQual LLC
Scottmadden Management Consultants
Simpson Gumpertz & Heger Inc..
SOCOTEC Engineering, Inc.
Southern Nuclear Development, LLC
Southwest Research Institute
Structural Integrity Associates, Inc.
Studsvik Scandpower
System One Holdings, LLC
Taurus teleSYS Inc.
Tetra Tech
Thermal Engineering International (USA) Inc.
Thorium Energy Alliance
Tioga
Transco Products Inc.
Ultra Energy
其他国家有这么多么
其中大宗，太阳能美国已经没戏了，风能也就这样了
resso 写了： 17 3月 2024, 21:31其实传统制造业，能转移的，美国都转移了。这个在川普上台前就完成了，川普上台后也没拉回来啥。美国实在是崩无可崩了。其实对美国最重要得是，一，高端制造业能不能搞下去，这代美国人不行，波音，intel会不会砸？二，新产业能不能分一杯羹，电车，新能源搞不搞得成？这也是一个指标。
热搜，我和你对美国制造业看法很一致
AI，大厂工资要砸下来，硬件工程师工资要提高、engineers 还是很要紧的
但是美国制造是个双刃剑，美国制造比例高、物价肯定上去， 里根时期通胀就是靠进口和全球制造打压下去的
kc130 写了： 17 3月 2024, 21:51美国搞核能技术的公司不完全列表
Ｄｅｖｅｌｏｐｅｒｓ：
AlphaTech Research Corp.
ARC Clean Technology
Brillouin Energy Corp.
BWX Technologies, Inc.
Columbia Basin Consulting Group
Exodys Energy, Inc
Flibe Energy, Inc
Framatome
GE Hitatchi
General Atomics Electromagnetic Systems
General Fusion
HolosGen LLC
Holtec International
Hybrid Power Technologies LLC
Kairos Power LLC
Magneto-Inertial Fusion Technologies, Inc. (MIFTI)
Micronuclear LLC
Muons, Inc.
Nano Nuclear
Niowave, Inc.
NuGen, LLC
NuScale Power
Radiant
Space Nuclear Power corporation
TerraPower, LLC
Terrestrial Energy USA, Inc.
ThorCon International
Ultra Safe Nuclear Corporation
Westinghouse Electric Company LLC
X Energy, LLCＳｕｐｐｌｉｅｒｓ：
AECOM
Alphasource, Inc.
Analysis and Measurement Services Corporation (AMS)
Ansys
ATS Automation
Bechtel Nuclear, Security & Environmental
BNL Industries, Inc.
Burns & McDonnell
BWX Technologies, Inc.
Carolina Fabricators, Inc.
Centrus Technical Solutions
Ceramic Tubular Products
Competitive Access Systems (CAS), Inc.
CompRex, LLC
Concurrent Technologies Corporation
Curtiss-Wright
DC Fabricators, Inc.
DuBose National Energy Services
Ed Fagan Inc.
Empyrean
ENERCON
Engineering Mechanics Corporation of Columbus (Emc2)
Engineering Planning and Management (EPM)
EXCEL Services Corporation
Exyn Technologies
F&J Specialty Products, Inc.
Fauske & Associates, LLC
Fisher Controls
Fisonic Energy Solutions
Fluid Components International, LLC
Fluor
Framatone
GEI Consultants, Inc.
GSE Performance Solutions, Inc.
Gutor Electronic LLC
H3D, Inc.
Hansell Tiernery, Inc..
Hayward Tyler, Inc.
High Temperature System Designs, LLC
Holtec International
Information Systems Laboratory, Inc.
Joseph Oat Corporation
Kinectrics
L & H Industrial
Lightbridge Corporation
Maidana Research
Master-Lee Engineered Products, Inc.
Materion
Meridian Services Group
Millennitek LLC
MS Technology, Inc.
Nuclear Energy Consultants
Numerical Advisory Solutions
Nutherm International, Inc.
NuVision Engineering, Inc.
Paragon Energy Solution
Paxton & Vierling Steel
PMT Nuclear
Power System Sentinel Technologies, LLC
Precision Custom Components, LLC
Premier Technology
RadQual LLC
Scottmadden Management Consultants
Simpson Gumpertz & Heger Inc..
SOCOTEC Engineering, Inc.
Southern Nuclear Development, LLC
Southwest Research Institute
Structural Integrity Associates, Inc.
Studsvik Scandpower
System One Holdings, LLC
Taurus teleSYS Inc.
Tetra Tech
Thermal Engineering International (USA) Inc.
Thorium Energy Alliance
Tioga
Transco Products Inc.
Ultra Energy其他国家有这么多么
核能不是好选项，污染很严重，还不如排碳呢。德国完全禁止核能才是正确做法。
制造业本质上比的是能源和能源价格。
煤电以前是中国的一个比较优势。后来则是三峡上的一系列巨型水电站。前两年长江大旱，是外资很多生产线撤离中国的原因。
美国搞制造业的时代背景是天然气革命。天然气发电成本很低。
不过美国的制造业搞不起来。因为美国将要严重缺电。AI和数据中心往电价低的州跑。制造业的利润无法和数字科技利润比。
美国电价确实越来越贵、为啥美国会严重缺电啊？
牛河梁 写了： 17 3月 2024, 22:11制造业本质上比的是能源和能源价格。
煤电以前是中国的一个比较优势。后来则是三峡上的一系列巨型水电站。前两年长江大旱，是外资很多生产线撤离中国的原因。
美国搞制造业的时代背景是天然气革命。天然气发电成本很低。
不过美国的制造业搞不起来。因为美国将要严重缺电。AI和数据中心往电价低的州跑。制造业的利润无法和数字科技利润比。