Core Insights - The report by Dongwu Securities highlights the potential of silicon carbide (SiC) materials as ideal substrates for AR glasses due to their high refractive index and thermal conductivity [1][3] - AR glasses are positioned as a perfect carrier for AI applications, merging virtual and real-world information seamlessly [2] Industry Overview - The global shipment of AR glasses is projected to reach 553,000 units in 2024, representing a year-on-year increase of 7.8%, with China accounting for 286,000 units [2] - The optical display system, comprising optical combiners and micro-displays, is the core component of AR glasses, constituting over 40% of the total cost [2] Technology Trends - Surface relief grating (SRG) waveguide technology is identified as the future mainstream trend for AR glasses' optical display systems, offering controllable manufacturing costs and excellent optical performance [2] - SiC materials combined with SRG waveguides and etching processes are crucial for significant advancements in AR glasses, enhancing field of view (FOV) and addressing issues like color dispersion and light loss [3] Cost Reduction Strategies - The need for semi-insulating SiC substrates in large sizes is emphasized as a key factor for cost reduction, with breakthroughs in 12-inch substrate mass production being essential for making AR glasses more accessible to the consumer market [4] - It is estimated that if AR glasses reach a shipment volume of 100 million units, approximately 10 million 12-inch SiC substrates will be required [4] Investment Recommendations - The report recommends focusing on companies such as Jing Sheng Mechanical and Tian Yue Advanced as key investment opportunities in the AR glasses sector [5]

电煤中长期合同在推动煤炭上下游行业健康发展，保障煤炭稳定可靠供应方面发挥重要作用。而当前， 全社会煤炭库存继续升高，特别是上中游存煤明显累积，煤炭市场总体呈现供强需弱局面，市场价格弱 势下行，供需双方签订的电煤中长期合同履约面临一定挑战。中国煤炭运销协会副理事长石瑛表 示："在煤炭市场下行时，当现货价格低于长协合同价格，可能影响合同履约。当前，大型煤炭企业的 一季度长协合同履约情况较好。例如，国家能源集团一季度的电煤中长期合同兑现率94%、河南能源兑 现率97%。当然也有合同履约困难的情况，部分企业兑现率只有60%—70%。"她建议，行业应规范数据 报送，严格奖惩措施，强化责任落实和行业自律，进一步提高长协合同履约率。 市场供需相对平衡 去年以来，煤炭价格呈现下行趋势。据中国煤炭工业协会（以下简称"中煤协"）统计，截至2024年12月 末，全国重点煤炭企业存煤6800万吨，同比增长14%；火电厂存煤约2.3亿吨，同比增长12.2%，创历史 新高；主要港口存煤7010万吨，同比增长11.1%。高库存背景下，去年煤炭价格中枢进一步下移。秦皇 岛港5500大卡下水动力煤中长期合同价格全年均价同比下跌13元/吨。环渤 ...

发布会内容以《"满格电·绩速办"品牌服务承诺》为主题，从提升全县供电能力、深化办电服务质效、保障民生用电可靠、推动能源绿 色转型、助力乡村全面振兴五个方面，向社会各界发布五大服务承诺，充分彰显了绩溪供电深挖服务潜能、厚植发展优势的实干担当，为 绩溪县发展持续满格赋能的决心。 发布会向首批10位电力服务品牌体验官颁发聘书。未来，他们将作为"满格电·绩速办"品牌的"啄木鸟"和"宣传员"，以专业的眼光、真 实的声音，为绩溪供电服务"打分""支招"，共同书写供电服务新篇章。 "满格电·绩速办"供电服务品牌聚焦"高效服务、智慧赋能、民生护航"，围绕 "电靓绩溪，服务速达"品牌口号，践行"速响应、快落地、 优体验"承诺，以客户需求为导向，深化"服务极速好体验，电压平稳不停电"服务价值，打造"绩速先行""绩速领航""绩速护航"的高效供电 服务体系，为助力绩溪生态旅游、徽菜文化、高端制造等特色产业高质量发展，为推动中国式现代化美好绩溪新实践注入强劲动能。 4月24日上午，安徽绩溪县供电公司举办供电服务品牌发布会，首次向社会发布"满格电·绩速办"供电服务品牌，旨在与社会各界携手共 建"高效办电、精益服务、可靠供电"的县域电力服 ...

Core Viewpoint - The State Grid Taiyuan Power Supply Company has successfully implemented a "live working + generator support" model, achieving uninterrupted power supply during maintenance operations, thereby enhancing user experience and operational efficiency [1][3][5]. Group 1: Uninterrupted Power Supply Operations - The company has replaced old ring network cabinets without affecting the power supply to residents and businesses, demonstrating the effectiveness of the new operational model [1]. - In 2024, the company plans to implement 192 distribution network projects and install 5,266 automation terminals, aiming for a 95% connectivity rate by the end of the year [3]. - The introduction of generator units allows for seamless switching between power sources, ensuring that users remain unaware of maintenance activities [3]. Group 2: Reliability and Efficiency Improvements - The annual reduction in power outage duration exceeds 6,000 hours, with power supply reliability reaching 99.99% [5]. - The company is committed to optimizing the "zero perception" operational model, which is expected to contribute significantly to the city's high-quality development [5].

Core Viewpoint - The integration of photovoltaic (PV) technology with agriculture, known as "牧光互补" (pastoral-photovoltaic complementarity), is being actively promoted in Gansu Province, enhancing both energy production and livestock farming efficiency [1][6]. Group 1: Policy and Initiatives - Gansu Province's Energy Bureau, Agriculture and Rural Affairs Department, and State Grid Gansu Electric Power Company have launched pilot projects for distributed PV systems, encouraging models that involve public buildings and collective land for shared benefits [2]. - The State Grid Gansu Electric Power Company has established a provincial-level power service institution to streamline the connection of renewable energy sources to the grid, enhancing service efficiency and collaboration with government entities [3]. Group 2: Project Implementation and Services - The company provides comprehensive support throughout the project lifecycle, including personalized tracking services, streamlined application processes, and ongoing maintenance checks to ensure the stability of PV systems [5]. - The "牧光互补" model has been successfully implemented across Gansu, with 26 pilot projects planned for 2024, totaling an installed capacity of 129.9 megawatts, and aims to reach 3,500 megawatts by the end of 2025 [6]. Group 3: Economic and Ecological Benefits - The integration of PV systems with livestock farming not only boosts energy production but also enhances agricultural productivity, creating a sustainable model that benefits local economies [1][6]. - The ongoing development of this model is expected to contribute significantly to rural revitalization, improving both ecological and economic outcomes for farmers [6].

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 ...