Core Viewpoint - The successful launch of the Shenzhou-20 manned spacecraft marks a significant achievement for China's space program, supported by the reliable power supply from the State Grid Jiuquan Power Supply Company, which has ensured high-quality power supply for 22 consecutive years [1] Group 1: Power Supply Assurance Measures - The company held a deployment meeting to enhance power supply assurance plans, ensuring a coordinated effort among various professionals during the critical power supply period [3] - A real-time command system was established, with on-site and remote command centers working together to implement detailed power supply measures [3] - Continuous monitoring of power supply lines and channels was conducted using drones, and joint inspections were performed with the power personnel at the Jiuquan Satellite Launch Center [3] Group 2: Weather Monitoring and Response - The company utilized meteorological monitoring devices to track extreme weather conditions, ensuring rapid response to any anomalies [5] - Ongoing analysis of power flow distribution and grid stability was conducted to maintain efficient operation of the power dispatch command system [5] Group 3: Emergency Preparedness - A total of 126 specialized personnel were mobilized into 16 task forces, maintaining a 192-hour presence to ensure stable power supply [7] - Backup power sources were prepared, with operational staff on duty 24/7 to handle any emergencies [7] - Emergency repair teams were on standby, ready to address various unexpected incidents [7] Group 4: Future Initiatives - The company plans to enhance its power supply assurance efforts through advanced technologies, including a comprehensive monitoring platform, drones, and satellite remote sensing [9] - The commitment to meticulous power supply work reflects the company's dedication to supporting the national space program [9]

Core Viewpoint - The article highlights the dedication and innovative contributions of Wang Qiang, a senior engineer at the State Grid Linfen Power Supply Company, who has spent 30 years ensuring the safety and efficiency of power transmission in Shanxi Province [1][9]. Group 1: Professional Journey - Wang Qiang began his career in 1993, emphasizing the importance of electrical safety and has inspected over 20,000 devices, covering a distance equivalent to three times around the Earth [3]. - He successfully identified a fault in a 500 kV substation after two months of monitoring, marking a significant achievement in the Linfen power grid [3]. - His meticulous approach led to the first confirmed internal fault in a 220 kV GIS device, showcasing his expertise in fault detection [3]. Group 2: Innovation and Efficiency - Wang Qiang is recognized for his practical innovations, such as the "heater inspection system," which reduced inspection time from 80 minutes to 5 minutes, earning a national QC award [4]. - He developed the "Switch Cabinet 248 Inspection Method," which transformed inspection practices and improved operational efficiency by over 20% [4]. - Wang has filed for two invention patents and five utility model patents, all aimed at addressing frontline challenges in power maintenance [4]. Group 3: Talent Development - In 2014, Wang established the "Wang Qiang Substation Operation and Maintenance Skills Expert Studio," which has become a training ground for new talent in the field [7]. - He has led a youth innovation team and coached competitors in skill contests, achieving notable success at both provincial and national levels [7]. - Wang has created a five-year growth roadmap for new employees, mentoring over 20 technical backbones in the company [7]. Group 4: Commitment to Service - Wang has spent 12 New Year's Eves at the substation, reflecting his commitment to ensuring power stability during critical times [9]. - He has witnessed significant advancements in power equipment, from 220 kV to 500 kV, and from mechanical to intelligent systems [9]. - His dedication to the profession is encapsulated in his belief that "stable equipment brings peace of mind," underscoring his commitment to public service in the power industry [9].

Core Viewpoint - The article highlights the efforts of the Gansu Electric Power Company, particularly the "Lianxin Bridge" Communist Party service team, in ensuring reliable electricity supply and community support in the city of Baiyin, especially during emergencies and natural disasters [1][4][12]. Group 1: Emergency Response and Power Supply - On August 25, 2024, heavy rainfall caused significant damage to power lines in Baiyin, prompting the service team to respond quickly, restoring power within 4 hours after extensive work [2][4]. - The service team has completed 68 city-level and 30 county-level power supply tasks in 2024, achieving zero equipment failures and zero complaints from users [4][12]. Group 2: Community Engagement and Support - The service team has been actively involved in community support, helping over 30 elderly individuals and conducting more than 1900 activities related to safety, environmental protection, and welfare [11][12]. - A new service model has been established, integrating various volunteer teams to enhance community outreach and support, benefiting over 24,000 individuals [11][12]. Group 3: Collaboration with Local Government and Businesses - The company has formed a dedicated power supply team with local government departments to ensure tailored electricity solutions for new projects, such as the lithium iron phosphate recycling project [5][6]. - The service team has implemented a 24/7 service hotline to improve customer service and response efficiency, addressing various electricity-related inquiries and issues [8][12]. Group 4: Commitment to Disaster Relief - Following the 6.2 magnitude earthquake in Gansu on December 18, 2023, the service team mobilized quickly to provide electricity to 72 emergency shelters and 3066 temporary housing units [12][15]. - The team's proactive approach in disaster situations demonstrates their commitment to community welfare and rapid response capabilities [12][15].

Group 1 - The event "Reading: A Bridge to the Future" was organized by State Grid Ali Power Supply Company and State Grid Cuoqin County Power Supply Company to celebrate World Book Day, focusing on educating children about electrical safety and fostering reading habits [2][4] - The "Ali Hongliuhua" Communist Party service team acted as safety instructors, using engaging methods such as comics and animations to teach children about the dangers of electric shock and safety precautions [2] - An interactive Q&A session was held, encouraging children to participate actively, creating a lively atmosphere during the event [2] Group 2 - The principal of Daxiong Township Primary School expressed gratitude for the support from State Grid, highlighting that the event not only improved children's awareness of electrical safety but also cultivated their interest in reading [4] - State Grid Ali Power Supply Company plans to continue collaborating with State Grid Cuoqin County Power Supply Company to enhance the "Electric Love Classroom" public welfare brand project and organize diverse volunteer service activities [4]

4月23日，庆阳市华池县南梁通用机场上空，数架无人机如灵动的飞鸟般穿梭盘旋。它们时而高速掠过天际，沿着预 设轨迹精准飞行；时而悬停凝视，智能识别地面目标；时而灵巧转向，在低空完成一系列高难度绕障动作。现场引擎轰 鸣，气氛紧张而热烈。 为攻克"复杂电磁环境精准定位"这一技术难题，参赛团队自主搭建信号中继服务，结合AI算法优化抗干扰方案，将图 像回传稳定率提升至99.8%。"要在20分钟内飞完20公里的巡检路线，且每个目标物偏差不能超过3厘米，这不但是对无人 机性能的挑战，更是对队员们全局统筹规划能力的极高要求。我们不仅要在赛场上展现电力铁军风采，更要借助赛事契 机，推动无人机技术在电网运维、应急抢险等场景的深度应用。"国网庆阳供电公司飞手王艺凯说道。 随着低空经济纳入国家战略性新兴产业，国网庆阳供电公司将以此次赛事为契机，加速构建"无人机+AI+数字电 网"生态体系，为老区数字化转型注入新动能，在"数字中国"建设中书写电网人的蓝天答卷。 【责任编辑：刘澄谚 】 这是国网庆阳供电公司无人机飞手团队参加首届"数字中国创新低空经济赛道无人机挑战赛"的精彩一幕。这支平均年 龄仅30岁的年轻队伍，正以"以赛强技、以技促用 ...

Core Viewpoint - The company is proactively preparing for flood prevention measures to ensure the safe and stable operation of the power grid during the upcoming flood season, which is predicted to occur from June to September, potentially bringing extreme weather conditions [1][3][4]. Group 1: Flood Prevention Measures - The company has organized a team to conduct drone inspections of transmission lines to identify flood-related hazards such as erosion, slope collapse, and equipment damage [1]. - A comprehensive review of the power grid's vulnerabilities to flooding has been conducted, focusing on the maintenance of substations and drainage systems to prevent water ingress and structural failures [3]. - The company is implementing immediate corrective actions for identified hazards, with a strict monitoring system in place for significant risks to ensure resolution before the main flood season [3]. Group 2: Employee Training and Resource Allocation - The company is enhancing employee flood response skills through specialized training programs and improving emergency response capabilities [3]. - Emergency supplies, including multi-functional explosion-proof lamps and drying equipment, are being stocked and distributed across various operational centers to bolster preparedness [3]. Group 3: Emergency Drills - Future plans include conducting emergency drills to simulate responses to extreme weather scenarios, ensuring that the company can effectively manage equipment failures and flooding incidents [4].

中山证券近日发布电子行业周报：阿斯麦表示中国光刻机需求超预期。据路透社报道， ASML首席财务官戴厚杰（RogerDassen）表示，2025年以来，中国市场对ASML芯片制造设 备的需求远超预期。数据显示，第一季度ASML面向中国市场的净系统销售占比为27%，与 上一季度持平。 以下为研究报告摘要： 投资要点： 阿斯麦表示中国光刻机需求超预期。据路透社报道，ASML首席财务官戴厚杰 （RogerDassen）表示，2025年以来，中国市场对ASML芯片制造设备的需求远超预期。数 据显示，第一季度ASML面向中国市场的净系统销售占比为27%，与上一季度持平。 台积电表示AI相关需求依然强劲。台积电在2025年一季度财报法人说明会上表示，业务 将由强劲的人工智能相关需求驱动，2025年人工智能相关收入将实现翻倍增长，今年努力加 倍扩大CoWoS产能。 回顾本周行情（4月17日-4月23日），本周上证综指上涨0.62%，沪深300指数上涨 0.37%。电子行业表现强于大市。申万一级电子指数上涨2.14%，跑赢上证综指1.52个百分 点，跑赢沪深300指数1.77个百分点。电子在申万一级行业排名第十。行业估值方面， ...

Core Insights - The company achieved record-high sales revenue in 2024, with total revenue reaching 5.897 billion yuan, a year-on-year increase of 16.99% [2] - The net profit attributable to shareholders for 2024 was 832 million yuan, up 29.91% year-on-year, while the net profit excluding non-recurring items was 781 million yuan, an increase of 31.96% [2] - The company is expanding its product lines in traditional markets and achieving significant growth in emerging strategic markets such as automotive electronics and data centers [2][5] Financial Performance - In Q4 2024, the company reported revenue of 1.702 billion yuan, a year-on-year increase of 24.72% and a quarter-on-quarter increase of 13.16% [3] - The net profit for Q4 2024 was 208 million yuan, reflecting a year-on-year increase of 27.54% but a quarter-on-quarter decrease of 18.75% [3] - For Q1 2025, the company achieved revenue of 1.461 billion yuan, a year-on-year increase of 16.03% [4] - The net profit attributable to shareholders in Q1 2025 was 233 million yuan, up 37.02% year-on-year [4] Business Segments - Signal processing business generated revenue of 2.270 billion yuan in 2024, a year-on-year increase of 10.12% [2] - Power management business revenue was 1.946 billion yuan, up 4.31% year-on-year [2] - Automotive electronics or energy storage business saw a significant revenue increase of 62.10%, reaching 1.104 billion yuan [2] - The company is focusing on expanding its presence in AI applications, automotive electronics, and data centers, with notable growth in these areas [5][6] Market Opportunities - The company is actively exploring opportunities in hydrogen fuel cells and humanoid robotics, which are expected to become key growth areas [6] - The expansion into AI server applications and energy-efficient products is part of the strategy to capture market share in data centers [6] - The company aims to enhance its product offerings in the automotive sector, covering electric vehicle systems and smart driving applications [6] Future Outlook - The company is projected to achieve revenues of 7.193 billion yuan in 2025, with a year-on-year growth rate of 21.98% [7] - Net profit is expected to reach 1.077 billion yuan in 2025, reflecting a growth of 29.45% [7] - The company is positioned to benefit from ongoing trends in electronic components, particularly in automotive electronics and AI data centers [7]

财信证券近日发布电力设备报告：电网投资增幅24.8%，国家电网一季度投资创新高。 据国家能源局数据，今年一季度，电网工程投资完成金额956亿元，同比增长24.8%。据国 家电网，今年一季度，国家电网的电网投资同比增长27.7%，创历年一季度新高。目前，国 家电网在建特高压工程全面复工并进入满负荷、高强度施工状态，累计完成投资达172亿 元，同期，110千伏至750千伏交流工程开工线路7687公里、变电容量4744万千伏安，投产线 路7348公里、变电容量5861万千伏安。 以下为研究报告摘要： 投资要点 风险提示：行业竞争加剧，原材料价格大幅波动，电网电源建设需求不及预期，新能源 上网电价市场化改革具体方案出台时点不及预期（财信证券 杨甫） 【责任编辑：杨梓安 】 电源侧：431节点将至，分布式光伏抢装进入倒计时。根据今年1月发布的《分布式光伏 发电开发建设管理办法》，一般工商业分布式光伏和大型工商业分布式光伏不再采用"全额 上网"方式，其中：一般工商业分布式采用自发自用余电上网的，年自发自用电量占发电量 的比例，由各省级能源主管部门结合实际确定；大型工商业分布式光伏原则上选择全部自发 自用模式，仅在电力现货 ...

在黄河之滨，奥体中心璀璨的灯光点亮金城夜空；在兰州新区，化工园区的机器昼夜运 转；在榆中生态创新城，新能源项目建设的号角接连吹响……一幅新时代美丽兰州的画卷正 徐徐展开。作为城市发展的"先行官"，国网兰州供电公司（以下简称兰州公司）以"三抓三 促"行动为抓手，以"提质提速"为导向，在电网升级、文旅赋能、营商环境优化等领域持续 发力，用一组组跃动的数据、一项项务实的举措，为兰州建设新时代美丽城市注入澎湃动 能，书写了"提质提速"的精彩答卷。 兰州黄河风情线美景。李小东 摄 强电网筑基：三年攻坚撑起"强省会"硬脊梁 作为省会城市发展的"动力引擎"，兰州公司聚焦兰州市"强产业、拓空间、优功能"发展 需求，启动电网建设三年攻坚行动，以"硬核基建"支撑城市能级跃升。 3月20日零时，兰州中川国际机场T3航站楼灯火通明，T3航站楼及配套设施正式转场投 运，标志着为期4年的兰州中川机场三期扩建工程顺利完工。 国网兰州新区供电公司员工在中川机场T3航站楼进行安全用电检查。全素燕 摄 国网兰州供电公司员工在黄河风情线中山桥景区进行用电设施巡视。李小东 摄 夜幕下的中山桥流光溢彩，2023年完成的配电设施改造让这座"天下黄河第一 ...