Core Viewpoint - The recent "Golden Youth Lecturer Competition" organized by the State Grid Hebei Training Center showcases the innovative spirit and engagement of young lecturers, reflecting the center's commitment to youth development and high-quality service in the power grid sector [1] Group 1: Event Overview - The competition featured 17 young lecturers who excelled in preliminary rounds, incorporating AI digital humans, music, and practical training into their presentations [1] - The event lasted nearly three months and included a comprehensive process of preparation, special training, competition, and application [1] Group 2: Ideological Development - The "Three Questions" initiative prompted youth to reflect on their roles within the company and the broader power grid development, leading to active participation in ideological discussions and course development [2] - Notable courses developed include "Chanting Unity is Strength" and "Decoding 'Light Up Xiong'an'," with three courses recognized as "Famous Courses" by the State Grid Party School [2] Group 3: Practical Engagement - The competition serves as a platform for youth to transform soft indicators into hard responsibilities, emphasizing the importance of practical application in teaching [3] - A systematic preparation platform was established, including pre-competition training camps focusing on course design and teaching techniques [3][4] Group 4: Evaluation and Support - The competition's format emphasizes innovation and effectiveness, with a multi-dimensional evaluation system to select outstanding lecturers who are politically aware and skilled in their fields [4] - The center also promotes diverse practical platforms, such as the Youth Innovation Competition and community outreach programs, enhancing the practical experience of young employees [4] Group 5: Growth and Motivation - An innovative points system for youth activities quantifies contributions in various areas, linking them to annual evaluations and recognition, fostering sustained enthusiasm among young employees [5] - Initiatives like team-building activities and experiential learning opportunities help create a supportive environment for youth, enhancing their commitment to the organization [5] Group 6: Future Outlook - The conclusion of the competition marks the beginning of ongoing youth engagement in the center, with a focus on integrating their insights into actionable initiatives for high-quality development [6] - The training center aims to deepen platform construction and improve incentive mechanisms to unite and lead youth in contributing to the company's growth [6]

Core Viewpoint - The release of the "2025 Top Ten Brands of Plastic Pipes in China" highlights leading companies in the plastic pipe industry, showcasing their innovation and contributions to sustainable development [1][3]. Industry Overview - Plastic pipes are essential due to their lightweight, corrosion resistance, low fluid resistance, ease of installation, and energy-saving properties [1]. - The ranking aims to establish industry benchmarks for innovation and promote the integration of production, education, research, and application, accelerating the industrialization of new materials and technologies [3]. Brand Summaries - **LESSO**: Guangdong Lesso Technology Industry Co., Ltd. is a major player with over 30 production bases globally, holding more than 2000 patents and recognized as a manufacturing champion [4]. - **Gongyuan**: Gongyuan Co., Ltd. has been a leader in the plastic pipe industry since 1993, with a product range exceeding 7000 types and a brand value over 14.1 billion yuan [5][6]. - **Zhongcai**: Zhejiang Zhongcai Pipeline Technology Co., Ltd. has a production capacity exceeding 2 million tons annually and has participated in over 70 national standards [7]. - **Weixing**: Zhejiang Weixing New Building Materials Co., Ltd. focuses on new plastic pipes and has received multiple industry awards, with products used in major national projects [8]. - **Mingzhu**: Cangzhou Mingzhu Plastic Co., Ltd. specializes in PE pipe systems and has been recognized as a high-tech enterprise with products used in key national projects [9]. - **HOMSO**: Guangdong HOMSO Technology Group Co., Ltd. has a wide range of products and has been involved in significant national projects, holding over 100 patents [10]. - **Gudi**: Gudi Technology Co., Ltd. has a strong technical foundation with over 170 patents and aims to be a one-stop solution provider for plastic pipes [11]. - **Jinniu**: Wuhan Jinniu Economic Development Co., Ltd. focuses on high-performance polymer pipe systems and has participated in major construction projects [12]. - **Hanshun**: Hubei Hans Plastic Pipe Industry Group Co., Ltd. is a comprehensive enterprise with a wide range of products used in various sectors, recognized for its quality and innovation [13][14]. - **Rifeng**: Rifeng Enterprise Group is known for its commitment to quality and innovation in plastic pipe systems, with a strong presence in both domestic and international markets [15].

Group 1 - The polyethylene market is experiencing a significant supply-demand imbalance, with prices nearing the extreme lows seen at the onset of the COVID-19 pandemic in 2020 [1] - As of December 19, 2025, the LLDPE price index is at 6470, LDPE at 8271, and HDPE at 7057, indicating a severe downturn in market sentiment [1] - The current price decline is attributed to profound changes in industry structure and macroeconomic logic, rather than a simple historical repetition [1] Group 2 - Domestic polyethylene capacity expansion accelerated post-2020, with an annual growth rate exceeding 18% from 2020 to 2021, followed by a slowdown in 2022-2023 [3] - In 2025, new supply will be driven by projects from foreign giants like ExxonMobil and BASF, as well as large domestic refining and chemical integration projects [3] - The capacity expansion trend is expected to continue into 2026, with a higher expansion rate than in 2025, while the exit of old capacity will take a considerable amount of time [3] Group 3 - The demand for polyethylene froze during the global pandemic in March-April 2020, leading to historical low points due to panic over the unknowns of the virus [4] - The ongoing price decline in 2025 is a result of persistent supply expansion coupled with weak demand growth, creating a long-term contradiction in the market [4] - Expectations for a market rebound are diminishing as the supply-demand dynamics remain unfavorable [4]

Core Viewpoint - The photovoltaic industry is undergoing significant changes due to government policies aimed at curbing low-price competition and promoting high-quality development, creating a critical period for industry consolidation and risk management [1][2]. Group 1: Industry Dynamics - The Central Financial Committee emphasized the need to combat "involution" and low-price competition in the photovoltaic sector, aiming to enhance quality and phase out outdated production capacity [1]. - The 2026 National Energy Work Conference set a target of adding over 200 million kilowatts of new wind and solar power installations, providing a solid policy anchor for long-term demand in the photovoltaic industry [1]. - In Q2 2023, the average capacity utilization rates for the silicon wafer, battery, and module segments were 38.7%, 45.7%, and 48.3%, respectively, indicating a challenging market environment [2]. Group 2: Price Trends and Market Conditions - Following a period of price decline due to anticipated reductions in photovoltaic installations, the market saw a significant recovery in prices starting in July 2023, with many companies recovering from losses [2]. - As of December 17, 2023, the average transaction price for N-type polysilicon was 53,200 yuan/ton, with most companies raising new order prices to above 65,000 yuan/ton, despite a slowdown in new orders [2]. Group 3: Risk Management Strategies - Companies in the photovoltaic sector are increasingly adopting futures contracts for hedging against price volatility, with several major firms announcing their participation in hedging activities [3][4]. - For instance, Trina Solar increased its futures hedging margin from 1 billion yuan to 3 billion yuan, reflecting a growing emphasis on risk management tools to stabilize operations [3]. - Other companies, such as JA Solar and JinkoSolar, have also raised their hedging margins significantly, indicating a collective shift towards more robust risk management practices [4]. Group 4: Future Outlook - The photovoltaic market is expected to seek a new balance amid capacity consolidation and industry self-discipline, with effective domestic polysilicon capacity projected to decrease to approximately 2.4 million tons per year, a 16.4% reduction from the end of 2024 [6]. - Forecasts suggest that domestic new photovoltaic installations will decline by 26% in 2026, while global installations will see a slight decrease of 2% [6]. - The anticipated reduction in production capacity and the potential for improved supply-demand dynamics may stabilize prices and profitability in the coming years [6].

12月22日早盘，胜通能源股价再次涨停，报28.75元/股。 12月21日，胜通能源发布公告称，公司股票自12月12日以来连续6个交易日涨停，累计涨幅达到 77.22%，显著偏离大盘指数和行业指数，短期波动幅度较大，已明显偏离市场走势，存在较高的炒作 风险，目前公司股价已严重偏离上市公司基本面，未来存在快速下跌的风险。公司控股股东、实控人签 署了关于公司的股份转让协议。截至目前，公司主营业务仍为液化天然气采购、运输及销售，未发生重 大变化，收购方不存在未来12个月内的资产重组计划，不存在未来36个月内通过上市公司借壳上市的计 划或安排。 ...

在检查过程中，公司纪委结合供电所业务特点和节假日易发问题，精准选取关键岗位、重点环节开 展"嵌入式"监督。通过调阅财务凭证、核对车辆行驶轨迹、查看考勤记录、走访基层员工等多种方式， 全面排查隐形变异"四风"问题。特别针对节日期间可能出现的公车私用、违规接待、违规发放福利等问 题进行了重点排查，确保监督无死角、全覆盖。 国网沙洋县供电公司通过"台账＋实地"的方式，持续加大日常监督检查力度，严查违规吃喝、酒驾醉 驾、违规收受礼品礼金等各类违规违纪行为，督促广大党员干部，特别是领导干部持续加强作风建设， 带头遵守廉洁自律各项规定，以身作则，率先垂范,确保节俭、廉洁过节。 下一步，该公司纪委将持续深化节前监督长效机制，健全"发现问题－督促整改－跟踪问效"的监督闭 环，对苗头性、倾向性问题及时提醒纠正，对顶风违纪行为严肃查处。同时加强廉洁文化建设，通过发 送廉洁提醒短信、开展警示教育、组织廉洁承诺等方式，筑牢党员干部拒腐防变的思想防线,营造风清 气正的节日氛围和企业生态。 "你好，我们是公司纪委工作人员,请你配合检查工作。"近日，国网沙洋县供电公司纪委组织对各个供 电所作风建设情况进行检查，拉开了节前专项监督检查的序幕 ...

入冬以来，气温逐步降低，加之辖区内电采暖、空调等保暖设备大量启动，负荷需求大幅攀升，为使广 大干部职工在迎峰度冬各项工作中保持优良的工作作风,有效防范化解各领域存在的突出问题和潜在风 险，国网沙洋县供电公司开展监督检查工作,坚决纠治群众身边腐败和作风问题，多措并举优化营商环 境。 公司纪委还通过实地走访、电话回访、发放调查问卷等方式，主动收集客户意见建议。针对监督检查中 发现的服务响应不及时、业务办理流程繁琐等问题,及时向相关责任部门下发监督建议书，督促立行立 改。同时，将优化营商环境监督纳入年度重点监督任务，与供电可靠性提升、客户满意度提升等工作协 同推进，形成监督合力。 下一步，国网沙洋县供电公司将联合各专业部门主动履职尽责,坚决扛牢监督责任，管好"关键事"、管 在"关键时"，聚焦供电服务水平提升这一主线,加强监督检查工作，为营造良好营商环境保驾护航。 紧盯"关键少数"，结合党风廉政约谈，对各部门负责人进行谈话，树立干部职工风险意识、红线意识、 廉洁意识。坚持把警示教育抓在经常、融入日常,充分运用讲廉政专题党课、观看警示教育片、学习典 型案例等，做到举一反三,汲取教训，深度剖析问题发生过程中违规违纪的严重 ...

12月17日，国网东阿县供电公司成功完成了2025年大面积停电事件应急演练，全面检验并提升了公司应 对突发电力事故的综合能力。此次演练打造了一场实战化的应急"大练兵"。 国网东阿县供电公司将以此次演练为新的起点，深入总结演练经验，不断提升自身能力，切实把演练成 果转化为实战能力，从多个维度全力保障地区电力安全稳定供应。 本次演练模拟受寒潮大风极端天气影响，东阿电网多条输配电线路停运,累计损失负荷达到一般大面积 停电事件标准。事件发生后，公司各部门在大面积停电事件应急指挥部的统一领导下,开展电网恢复、 用户保供电等应急处置工作。演练共分为监测预警、应急响应、响应结束三个阶段，共设置电网运行方 式调整、重要客户保电应急处置、舆论舆情应急处置三个科目。全面检验了从气象预警发布，到变电站 跳闸导致负荷骤减,再到开展抢修、逐步恢复供电的全流程应急处置能力。 ...

12月17日，国网莘县供电公司成功组织开展2025年大面积停电事件应急演练。演练模拟因寒潮天气，莘 县电网受到严重损坏，短时间内,4座110千伏变电站、3座35千伏变电站失电。事件发生后，在大面积停 电事件指挥部的统一领导下,各相关部门单位按照职责分工，开展应急处置工作，为电网安全运行提供 坚强支撑。 本次演练，国网莘县供电公司坚持实战引领、问题导向、统一领导的原则，结合当下大面积停电带来的 风险及可能产生的灾害链，预设演练环境，科学指挥，以实战演练模式，检验了《国网莘县供电公司大 面积停电事件应急预案》的科学性、合理性和可操作性,提升了大电网防灾减灾的应急能力。 演练共分为监测预警、启动响应、响应结束三个阶段，涉及变电设备故障应急处置、110kV输电线路异 物搭挂处置、重要用户保电应急处置、舆情维稳应急处置四个实战科目。演练中各部门明确分工，全力 配合，分秒必争，按照抢修方案开展抢修,抢修迅捷高效，实战操作有条不紊，各个环节衔接紧密。 ...

在巡检的同时，队员们还化身"用电宣传员"，主动向商户和村民普及安全用电知识，耐心解答大家关心 的电费缴纳、线路维护、故障报修等疑难问题，并发放安全用电手册100余份。 此次集市线路巡检，不 仅及时消除了潜在的用电安全隐患，更拉近了供电公司与群众之间的距离。 "最近天气越来越冷，电暖气用得频繁，正愁不知道咋排查隐患，你们的到来真是解决了我的大问 题。"集市商户李大姐握着工作人员的手高兴地说。 12月18日，国网邯郸市永年区供电公司组织党员服务队走进辖区乡村集市，开展线路隐患专项排查整治 工作，为集市商户和周边村民送上安全、稳定的用电保障。 集市人员密集、用电设备繁多等问题极易引发用电故障。排查过程中，供电员工们穿梭在各个摊位之 间，仔细检查配电箱、线路接头、用电设备等关键部位，重点排查线路绝缘层破损、开关插座老化等安 全隐患。针对排查中发现的3处线路接头松动、2处绝缘层破损问题，工作人员当场进行了妥善处理，及 时消除用电风险。 下一步，永年区供电公司将持续聚焦群众"急难愁盼"用电问题，常态化开展乡村集市、居民区等人员密 集区域的用电安全排查，以"零距离"服务切实提升群众的用电获得感和满意度。（曹艳 郭恺） ...