可言

@ThaoVyTP @dimqtdl 女儿红，状元红，有20年的，寓意女儿出嫁孩子中科举拿出来喝，中国古代都喝黄酒。

@dimqtdl Thế thì còn gì bằng nữa, chỉ thiếu mỗi tri âm, kkk

Rượu chín năm tuổi mời anh em thưởng thức

日本十大鉄橋 BY 秋惠文庫

世界最大の半導体装置メーカーAMATと中国最大のNAURAの売り上げ比較。 AMATが横ばいに対してNAURAは着々と成長を続けてます。まだ差はあるものの、中国勢がどこまで伸び続けるか非常に気になる...

@lucagrecoita SCORECARD

Tuopu Group ordered 6 Gigacasting machines but only 1 was installed so far. Neta Auto ordered a 20,000-ton machine. It was never installed 🏭 This is not a story about manufacturing delays. This is a story about business models built on EV startup demand that never materialised - and the machines that were ordered to serve it. Most industry coverage still treats order announcements as production evidence. The gap tells a different story. Here is what the verified data shows: -> Tuopu Group: 6 machines ordered. 1 installed. -> Ruili Group: 3 machines ordered across three sizes. 0 installed. -> Wencan: two 12,000-ton machine orders. Both cancelled. -> Neta Auto: 20,000-ton machine ordered. Never installed. Some of these investments were based on overoptimistic forecasts of Gigacasting adoption. Others were based on agreements with EV startups that lacked the demand to justify running a single machine. China has installed more 6,000+ ton die casting machines than Europe, North America, Japan, and Korea combined. And the gap between what has been announced and what is actually on the factory floor is staggering. I tracked every verified installation worldwide and put together a scorecard that shows the full picture - region by region, OEM by OEM, cancelled orders in between. -> Region-by-region installation counts: China vs Europe vs North America vs Asia-Pacific -> Which OEMs have machines running vs just announcements -> Cancelled and postponed orders that never made the headlines -> Top suppliers and their verified customer relationships Verified installations. Not estimations. Not press releases. Want the Gigacasting Machine Scorecard? 1. Connect with me 2. Comment "SCORECARD" I'll send it to you.

円安おばさん、2回目介入もほぼ全戻し。またやも失敗。1回目5兆円、2回目も含めて外貨準備金ドル資産、9兆円ぐらい溶かした。皆が円安で困ると言った時は無視を決め込み、造船が円安大打撃で原材料高になり日本の1人負けになった。慌てて為替介入。大失敗。この人には為替や経済は無理。

安川電機は筑豊御三家（麻生、貝島、安川）の一角、炭鉱王・安川敬一郎の興した安川財閥の企業。同社は明治鉱業の傘下で大正4年に創業され、元々、炭鉱で用いる電気機器を製造していた。黒崎播磨、明治安田生命なども兄弟企業だ。この写真は安川電機のルーツ、明治炭鉱第一坑の地に今も残る炭鉱住宅。

マグネットさえどうにかなればそれ以外はむしろ日本の御家芸な奴

凝った車出そうとする割には数も出ないし、価格もつかないし、差別化とか棲み分けをしようともしないから、まじでチキンレース。。。

@sekay2016 初中就可以读么？

推荐所有对日本教育感兴趣的人以及家长，看看日本中小学课程内幕。很多人比较排斥日本，但日本的学校教育，确实不错。如果想送孩子来日本上学。 孩子来日本上学，有两种方式 一是办理可带家属的签证，比如工作签证或者经营签证 二是在国内直接申请，让孩子来日本读初中，高中和大学

@ChenCarrie6 还以为你说大陆的宁夏，😄

寧夏夜市 ，我發現近期日本觀光客超級多， 攤位老板幾乎都會簡單的日語會話。

America stopped making titanium sponge in 2020. China and Russia produce 75% of the world's supply. Two Japanese companies, Toho Titanium and Osaka Titanium, supply 70% of America's imports. Sponge is the porous metallic form that every titanium part starts as. In 2018, Titanium Metals Corporation warned regulators that without tariffs the US military would depend on geopolitically risky countries for titanium. No tariffs came. Two years later their plant closed. This month the Air Force announced an $8.4 million program to 3D-print titanium aerostructures. The sponge still comes from overseas. I manufacture chemicals. The same molecular structure that lets titanium survive the most corrosive reactors in our industry is the structure that punishes you when you try to shape it. It conducts heat 30 times slower than aluminum. Machine it and three problems feed each other. The heat stays at the tool tip. The metal bonds to the cutting tool. The surface hardens the moment the tool touches it. Each cut hits a tougher surface than the one before. Aerospace-grade titanium has no substitute. Nothing else matches its strength-to-weight at jet-engine temperatures. Every F-35, Falcon 9, and chlorine plant depends on a metal the US imports.

BYDが8ヶ月連続で前年比販売減少📉 ✅2026年4月販売台数：314,100台（前年比-15.7%） → 8ヶ月連続マイナス 中国国内：186,581台（前年比-38%） 海外：約13万台超（前年比+70%↑） 国内は大幅減速が続いている、一方で海外輸出では完全なカバーは難しい状況が続いています。 中国国内市場の競争激化と需要軟化が鮮明になった形です。 詳細月次データとBYD販売推移チャートは画像参照↓ #BYD #中国EV #新能源汽车 #EV販売

Turbines for nuclear are easier to buy than turbines for gas plants. We bought our first one a few months ago, and it's arriving later this year. Nuclear plants use *steam* turbines, which operate at lower temperatures than combusting gas. Turbine blades are nowhere near as big a bottleneck for nuclear & steam. A modern gas turbine inlet runs at 1,500 C. Light water reactor steam turbine inlets run at 285 C. Aalo's steam turbines will run closer to 400 C. At 285 - 400 C, you can use more common metal alloys and manufacturing techniques. No single crystals, no vacuum furnaces, no 90-week grow times. 3 companies on Earth can cast a hot-section gas blade, while over 10 companies can forge a steam turbine rotor, for the smaller turbines used by smaller nuclear reactors like Aalo-1. Steam turbines (esp <= 50 MWe) are a more mature commodity. There's more to this story though, and a fascinating history... going to post a follow up soon.

China's Tungsten export down 22.65% in Q1. Biggest drop was APT, just 2t (down 98.37% YoY). Yellow Tungsten Oxide fell 81.84%. Tungsten powder dropped by 61.16% YoY. China has become a net importer of Tungsten w/ scrap import rising sharply. Due to its dual nature, Chinese export to Japan down big time, leading to px surge in numerous cutting tools & materials. Tungsten itself is not that rare, but many of the refined product & downstream product are. That's where the export controls are really hitting hard.

You've seen this image do the rounds. The story goes Gas turbines blades - 5 years booked - single crystal blade technology - only 3 companies etc. Yes & No. Here's a no nonsense, first principles breakdown: Firstly, Single crystal blades are used in a gas turbines (power) or a jet engines SPECIFICALLY where temperatures exceed 1,600°C A single crystal blade is a piece of metal made of one continuous grain of nickel superalloy. No grain boundaries, no weak seams. That is why it can survive 1,600°C gas at 10,000 g of centrifugal force for 30 years. But SC blades for Jet engines vs power turbines are very different. Same process but very different. In a jet engine, the single-crystal blade is the Stage 1 rotor of the high-pressure turbine. It is roughly 10 centimetres long and weighs a few hundred grams. It spins at 15,000 to 20,000 RPM. It runs in cycles, takeoff to landing, ten times a day. What kills a jet blade is fatigue i.e - The slow weakening of metal under repeated cycles of stress and temperature change. A power turbine Stage 1 blade is roughly 20 to 30 centimetres long, including the root and shank. It weighs 1.5 to 5 kilograms It spins at a steady 3,000 to 3,600 RPM. It does not cycle, it sits in 1,600°C gas continuously for months. What kills a power turbine blade is creep i.e - The slow stretching of metal under continuous heat and centrifugal force, year after year. Different killer = different alloy. Power turbine blades carry more rhenium for creep resistance. AND Different size means different physics. Growing a defect-free single grain through a 30 cm volume is multiple times harder than through a 10 cm one. Casting yields are lower. That's WHY the number of facilities that can do IGT-grade SC reliably is much smaller than the number that can do aero-grade. EVEN Within gas turbines we have F-class, H-class, J-class and theese Gas turbines for power generation are sorted by firing temperature. Meaning, higher firing temperature means higher efficiency, which means more electricity per cubic metre of gas. 1. F-class (mature, 1990s onwards) fire at around 1,300°C with combined-cycle efficiency of 58 to 60%. 2. H-class / HA-class (2000s onwards) fire at 1,450 to 1,500°C with combined-cycle efficiency of 60 to 63%. 3. J-class / JAC-class fire at around 1,600°C with combined-cycle efficiency of 63 to 64%, using rhenium-rich alloys at the absolute limit of metallurgy. As firing temperature rises, the metallurgy gets harder. The reason customers want H and J, not F is that each generation jump cuts fuel cost by 5 to 8% per MWh. For a 1 GW base-load plant, that is over ~₹1,000 crore in fuel savings every year. Every utility, hyperscaler, and LNG developer specifying new capacity wants H-class or J-class, not F. WHERE IS THE BOTTLENECK TODAY FOR GAS TURBINES? F-class capacity has plenty of headroom. Customers do not want F. H-class and J-class capacity are the constrained ones. Howmet's IGT-grade Stage 1 single-crystal line for H and J class is sold out. The in-house casting lines at GE Auburn, Siemens Berlin, and MHI Takasago are sold out. WHO CAN ACTUALLY MAKE THEM? For aero, capable countries number about 8. For heavy-duty power turbines, the commercial club drops to 3 as far as ROW is concerned. GE Vernova in the US, Siemens Energy in Germany, Mitsubishi Power in Japan + China & Russia have turbines that perform with varying performance parameters. Hope this was insightful. If you're still reading. follow and repost. Tc.

@HexagonScrew 哈哈哈，东亚地区普通打工人都是这样

台湾のポテチを貰う。 パッケージに「社畜」。 日本から輸出するならもっと良い言葉であって欲しいなぁ…🫠

TOB前提で無配としていたがMBKの撤退を受けて復配。270円/株の配当を決定。 牧野フライス製作所[6135]：配当予想の修正（復配）に関するお知らせ 2026年4月30日(適時開示) ：日経会社情報DIGITAL：日本経済新聞 nikkei.com/nkd/disclosure…

@HexagonScrew 最近中日关系太差了，中国政府可能会杯葛。

牧野フライスは「MBKがTOB撤退→株式売買停止→復配発表→NSSKからのTOB初期的提案受領公表→過去最高決算発表」とジェットコースターな1日ですな。