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cover of episode EP84|不只是甜:蜂蜜市場與養蜂創新

EP84|不只是甜:蜂蜜市場與養蜂創新

2024/10/7
logo of podcast 曼報 Manny's Newsletter

曼報 Manny's Newsletter

AI Deep Dive AI Insights AI Chapters Transcript
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安德拉
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安德拉:宏德能源是一家台灣上市公司,業務涵蓋電力開發、工程、資產管理、電力服務(綠電轉供、虛擬電廠)和充電樁營運等,並積極拓展國際市場,尤其在日本市場整合分散的電力資訊,為買電者提供服務。宏德能源的虛擬發電平台(VPP)將小型獨立發電設備集中,形成虛擬電廠,並與台電合作進行降載調整,提升發電效率。宏德能源旗下的星星電力公司利用AI技術分析用電習慣和供電來源,提高綠電交易配比率,最終生成紙質合同提交台電。新洲快充公司則致力於打造新型充電站,提供充電、休息和休閒服務,並利用數據分析技術優化充電樁選址和營運。宏德能源的願景是『家家光充足,戶戶享綜合』,旨在滿足未來能源需求,包括儲能、綠建築和社區能源系統等。 Manny:宏德能源的業務模式涵蓋了能源產業的各個環節,從發電、儲電到售電,展現了其在能源產業的整合能力和創新思維。宏德能源積極利用AI技術提升效率,例如在綠電交易和充電樁選址方面,展現了其對科技的應用和重視。宏德能源的願景『家家光充足,戶户享綜合』,展現了其對未來能源發展趨勢的預判和佈局。

Deep Dive

Key Insights

What is the main business focus of HongDe Energy?

HongDe Energy's primary business focus is on power development and engineering, particularly in building photovoltaic (solar) power plants. They also manage asset maintenance, green energy supply, virtual power plants (VPP), and charging infrastructure.

Why is HongDe Energy expanding into Japan's electricity market?

HongDe Energy is expanding into Japan's electricity market because Japan has a fragmented energy market with multiple regional electricity companies, each with different pricing and peak/off-peak rates. HongDe aims to integrate these fragmented markets and provide aggregated electricity services.

What is the significance of HongDe Energy's virtual power plant (VPP)?

HongDe Energy's virtual power plant (VPP) aggregates small-scale, independently operated power generation systems into a centralized platform. This allows for optimized electricity generation and distribution, especially during peak and off-peak times, creating a more efficient and flexible energy system.

What challenges does the beekeeping industry face today?

The beekeeping industry faces challenges such as climate change, which reduces bee productivity by 5% for every 0.5°C increase in temperature. Other issues include parasites like Varroa mites, overuse of agricultural chemicals, and the high initial and ongoing costs of beekeeping.

How does the Beewise smart beehive improve beekeeping?

The Beewise smart beehive uses computer vision and robotic arms to monitor and manage bee colonies. It can detect issues like Varroa mite infestations and apply precise heat treatments to kill the mites without harming the bees. This reduces bee mortality by up to 80% and increases honey production.

What is the economic significance of Manuka honey in New Zealand?

Manuka honey is a major economic driver in New Zealand, accounting for 76% of the country's beekeeping revenue. In 2022, New Zealand's beekeeping industry generated $540 million, with Manuka honey exports reaching $240 million despite making up only a small portion of total honey exports.

Why is the UMF certification important for Manuka honey?

The UMF (Unique Manuka Factor) certification ensures the authenticity, quality, and health benefits of Manuka honey. It verifies key components like MGO (Methylglyoxal), which is linked to the honey's antibacterial properties, making it a premium product in the global market.

What role does the U.S. play in the global honey market?

The U.S. is the largest importer of honey globally, importing 200,000 metric tons in 2023, valued at $600 million. The demand is driven by health trends, with consumers preferring natural sweeteners like honey over sugar and artificial sweeteners.

How does BeeHero's sensor technology benefit beekeepers?

BeeHero's sensor technology monitors hive conditions, including temperature, humidity, and bee activity, providing real-time data on hive health. This helps beekeepers optimize pollination efficiency and reduce bee mortality by up to 33%, improving overall hive management.

What is the purpose of Beeflow's bee supplements?

Beeflow's bee supplements are designed to enhance bee immunity and productivity, especially in colder temperatures. They allow bees to work more efficiently, increasing pollination rates and honey production, particularly for crops like almonds, blueberries, and cranberries.

Chapters
本集節目開場介紹宏德能源,一家台灣上市公司,從電力開發到虛擬電廠(VPP)及綠電交易,業務範圍涵蓋電力產業的生態系。節目深入探討宏德能源的六大事業體,例如光電廠建置、電力服務及充電樁營運,並分析其在日本和台灣等市場的策略。
  • 宏德能源2016年成立,市值350億,員工300多人。
  • 六大事業體:電力開發、工程、資產管理、電力服務、虛擬電廠(VPP)、充電營運。
  • VPP整合小型獨立發電設備,優化電力供應。
  • 星星電力子公司專注綠電交易,透過AI分析用電習慣,配比率達90%。
  • 新洲快充子公司營運全台超過270個充電樁,並規劃人車分離的充電站模式。
  • 宏德能源的願景是『家家光充足,戶戶電盈餘』,著眼於未來電價計費的改變及綠建築趨勢。

Shownotes Transcript

本集節目由【泓德能源)】贊助 上禮拜在泓德能源(6873))的邀請下,生平首次踏進了台灣國際智慧能源週,也首次瞭解什麼叫「智慧能源業」。運氣實在不錯,第一次就讓泓德的七位專家花了兩個多小時,帶我們完整的認識發電、儲電、充電與賣電這整條歷程。更讓我們印象深刻的是泓德能源「全包」了: ⚡電廠建置 ⚡維運管理 ⚡綠電轉供 ⚡虛擬電廠(VPP) ⚡充電營運 👉歡迎到泓德能源的官網了解更多:https://www.hdrenewables.com/) -- 訂閱《曼報)》電子報,與 29,000+ 人一起探索商業創新:https://manny-li.com) -- (00:00) 超強的泓德能源 (12:52) 從產地到餐桌 (16:21) 蜂蜜市場概論 (23:45) 紐西蘭與 Manuka 蜂蜜 (35:20) 美國的蜂蜜消費市場 (39:47) 養蜂面臨的挑戰 (46:25) 智慧蜂箱 Beewise (54:55) 蜂巢感應器 BeeHero (01:01:13) 蜜蜂超人術 Beeflow -- 我們唯一使用的筆記軟體:Heptabase) 立刻試用:https://get.heptabase.com/0riyv036mxrp) -- 商業合作報價:https://manny-li.com/sponsor/) 訂閱電子報:https://manny-li.com) 追蹤 IG:@manny_li 追蹤 FB:manny yh li Powered by Firstory Hosting)