Core Viewpoint - The article highlights the innovative practices and community engagement efforts of the youth team at the State Grid Qingyang Power Supply Company, emphasizing their contributions to ensuring the safety and efficiency of the local power grid while fostering a culture of responsibility and technical excellence [1][3][5][7][9]. Group 1: Youth Engagement and Development - The youth team consists of 48 members under 35 years old, focusing on a dual-driven development model that combines professional learning and innovation [1]. - The company has established a comprehensive theoretical training system, utilizing various learning platforms and methods to enhance the ideological foundation of its youth [3]. - The implementation of a mentorship program has led to the emergence of several technical talents recognized at the provincial level [3]. Group 2: Innovation and Technical Achievements - The youth team has successfully developed three national patent technologies, with one project winning a gold award at the Qingyang Power Supply Company's "Youth Innovation Competition" [5]. - The team has participated in various professional skill competitions, achieving multiple awards, including a third prize at the China Electric Power Union and two third prizes at the provincial level [5]. - The company promotes the use of digital tools such as online monitoring and intelligent inspection systems to enhance operational efficiency [5]. Group 3: Community Service and Social Responsibility - The youth team has completed over 200 major power supply tasks, including support for national events, while promoting a culture of safety and responsibility [7]. - They have engaged in community service initiatives, such as assisting vulnerable groups and providing electrical safety education, which has positively impacted local residents [7]. - The team has undertaken significant improvements in local electrical infrastructure, addressing safety hazards and enhancing community awareness of electrical safety [7]. Group 4: Future Outlook - The company aims to continue its focus on safety, skill enhancement, implementation, and innovation, contributing to the high-quality development of the revolutionary old district [9].

焕然一新的办公区域印证着这份执着。当"工人先锋号"牌匾在阳光下熠熠生辉时，精心规划的办公区域正演绎着现代 管理的韵律——文化图表与制度规范有序上墙，值日制度与卫生考核相得益彰，构建起标准化建设的样板间。在装备配 置领域，单相电能表检定室、三相电能表检定室等专业空间如同精密仪器般运转，时段调整准确率始终保持100%，用科 技力量护航电力计量精准度。 为配合电力系统的整体优化以及适应新的用电需求，4月27日，国网陇南供电公司计量中心资产及检验检测班全力以 赴加快推进电能表时段调整工作，力求在最短时间内完成任务，确保电费精准计量，为电力供应的稳定和公平保驾护 航。资产及检验检测班，这支由九名电力人组成的精锐之师，以"规范、标准、精益、高效"为工作圭臬，在陇南山麓到白 龙江畔这片充满生机的大地上用脚步丈量责任，以匠心铸就品质，淬炼"白龙江畔电小二"供电服务品牌。该班组屡获省级 工人先锋号、先进班组等殊荣，通过了省公司"五优七型"标杆班组评价验收，用实干担当书写新时代电力人的奋斗史诗。 图为国网陇南供电公司计量中心组织各县公司工作人员于三相电能表检定室开展不停电无损换表仪的使用培训活动。 安天旌/摄 在夯实硬实力的同时 ...

"周师傅，你们又来帮我们检查线路啦,快进来看看现在的葡萄秧，长得可好了！"4月26日上午，丰宁公 司汤河乡供电所郭军堂、周永利来到上庙村蔬菜水果栽培基地对电力设施进行检查，正在给葡萄架秧的 赵姐看见供电员工热情地迎接。 随着基地规模不断扩大,用电需求急剧攀升。为了满足基地用电需求,2024年10月18日,孙继东通过"网上 国网"APP向丰宁公司提交了用电增容申请,希望将供电容量由39千伏安增容到99千伏安。接到客户的增 容申请后，汤河乡供电所立即到现场勘查，制定供电方案，第二天就完成装表接电，满足基地供电需 求。 2023年上庙村流转了110亩土地发展蔬菜水果产业，以栽培葡萄为主，带动周边村民就业发展。上庙村 土层深厚、光照充足的地理环境气候条件十分适宜葡萄生长,出产的葡萄口感好、品相佳，深受市场欢 迎。两年来，上庙村栽培基地规模不断扩大。基地雇佣30多名村民种植栽培，增加了村民收入,村民实 现在家门口就业。 大家一定要经常检查喷淋设施的专用线路，特别是要注意接头处是否有老化，一旦有老旧破损迹象，要 立即更换或做绝缘处理,确保设备安全运行。"郭军堂和周永利在检查完基地的滴灌设备、线路、开关和 漏电保护器后，向 ...

4月24日，内蒙古自治区劳动模范和先进工作者表彰大会在呼和浩特举行。此次大会对2020年以来全区各行业、各战线涌现出的518 名自治区劳动模范和279名自治区先进工作者予以表彰。其中，鄂尔多斯46人荣获自治区劳动模范荣誉称号，19人荣获自治区先进工作者 荣誉称号，罐子沟煤矿机修厂廖春印同志荣获"内蒙古自治区劳动模范"荣誉称号。 技术创新是廖春印工作中的突出亮点，他利用套筒改造螺栓凹槽专用清理工具，自主设计制作油缸拆装机，带领团队研发"一种单体 液压支柱试验装置"等项目，优化了工艺，提高了使用和检修效率，降低了劳动强度。 廖春印以实际行动诠释了基层机修人的责任担当，在平凡的岗位上创造了不平凡的业绩。他是技术精湛的机修工匠，也是勇于创新 的先锋，先后荣获准格尔旗金牌工人、鄂尔多斯市劳动模范等称号，参与的"一种单体液压支柱试验装置"项目荣获国家知识产权局实用 新型专利，"自制单体液压支柱打压装置"和"设备列车油脂车"项目分别荣获中国煤炭工业协会2020年全国煤矿优秀"五小"技术成果二等 奖、三等奖。 自治区劳动模范这一殊荣，不仅是对廖春印个人奋斗和贡献的认可，更是对罐子沟煤矿创新发展和队伍建设等工作的高度肯定。罐 ...

Core Viewpoint - Ningxia Coal Industry Company is making significant strides in the energy sector through the construction of intelligent mines, aiming for a "zero breakthrough" in advanced intelligent mines by 2025 [1][4][7]. Group 1: Intelligent Mine Construction Achievements - The company has achieved the "five 100%" construction goals since 2022, meaning that all major coal mining and processing operations are fully automated and monitored without human presence [4]. - Key intelligent demonstration mines, including Jinfeng and Hongliu, have successfully passed national evaluations, setting a benchmark for the industry [5]. - In 2024, the company plans to upgrade existing mines to advanced intelligent levels, further enhancing its role as a leader in the sector [5][7]. Group 2: Technological Advancements and Future Plans - The company is focusing on integrating cutting-edge technologies such as 5G, cloud computing, and AI into various mining operations to improve efficiency and safety [6]. - By 2025, the company aims to establish ten intermediate intelligent coal mines and nine intelligent coal preparation plants, with a goal of achieving a 50% replacement rate of hazardous jobs with robots [7]. - The company anticipates a 15% increase in recovery efficiency, contributing to higher production efficiency and safety standards [7]. Group 3: Industry Impact and Leadership - The successful implementation of intelligent mining practices by Ningxia Coal serves as a model for other coal enterprises, promoting a safer and more efficient energy sector [8]. - The company's commitment to intelligent mine construction reflects its strong capabilities and strategic planning, positioning it as a leader in the energy industry's transformation [8].

Core Viewpoint - Guizhou Ansheng Energy Co., Ltd. focuses on "rich mineral precision mining" and implements a technology innovation-driven development strategy to enhance productivity, safety, and management through technological advancements [1][4]. Group 1: Technological Innovation - The company has undertaken 7 provincial-level technology projects over the past four years, with 5 passing provincial technology department evaluations [1]. - It has received 14 provincial and ministerial-level technology awards, including a second prize and two third prizes in Guizhou Province for scientific and technological progress [1]. - The company has been granted 4 invention patents and 25 utility model patents, successfully leading the "Key Technology Research and Demonstration for Major Disaster Prevention in Guizhou Coal Mines" project [1]. Group 2: Safety and Intelligent Construction - The company promotes technological safety and accelerates the intelligent construction of coal mines, enhancing safety technology capabilities [2]. - In gas management, it upgraded full hydraulic directional drilling rigs and innovatively applied UDFFD gas management technology, achieving coordinated operations for gas extraction [2]. - The mechanization rate of coal mining machinery and the intelligence rate of auxiliary production systems have reached 100%, with several mines passing national intelligent mine evaluations [2]. Group 3: Key Technology Breakthroughs - The company has implemented the "110 Method Complete Key Technology Research and Application," resulting in an increase of 146,000 tons in production and an additional revenue of 116 million yuan [3]. - The precise gas management technology significantly improved gas management effectiveness while reducing costs, generating over 700 million yuan in additional revenue [3]. - The company is advancing the "2G N00 Method Intelligent Technology and Equipment," which is expected to further release quality production capacity [3]. Group 4: Talent and Investment in Innovation - The company emphasizes top-level design and planning for technological innovation, focusing on system improvement, talent development, and research funding [4]. - It has established 3 provincial-level model innovation studios and 1 municipal-level R&D platform, with a total of 636 research personnel [4]. - Over the past four years, the company has invested over 100 million yuan in research and development [4]. Group 5: Future Development Goals - The company plans to enhance technology-driven disaster management, cost reduction, and efficiency improvement, aiming to resolve bottlenecks in safety production and management [4]. - It seeks to increase the technological content and contribution rate, enhancing its independent technological innovation capabilities for safe and high-quality development [4].

Core Viewpoint - The company has achieved remarkable success in the smart transformation of the coal chemical industry under the macro layout of the national energy security strategy [1] Group 1: Smart Production Ecosystem - The construction of smart chemical production is closely aligned with the unified deployment and guidance of the national energy group, resulting in a seamless integration of unified and self-built systems [2] - The coal chemical sector has established an intelligent and efficient production system driven by key elements [2] Group 2: Unified System and Safety Production - The comprehensive establishment and implementation of 11 unified systems, including production execution and safety management systems, have significantly enhanced safety production efficiency [3][4] - These systems have facilitated a deep transformation towards digitalization and intelligence in production processes, providing robust technical support for high-efficiency and safe coal chemical production [4] Group 3: Self-Built Projects and Innovation - The coal chemical sector has successfully completed 78 self-built projects, all of which were operational by the end of last year, showcasing the company's innovative capabilities [5] - Key projects include the implementation of thermal imaging monitoring systems and the domestic upgrade of control systems, which have broken foreign technical barriers and achieved comprehensive autonomy in production operations [5] Group 4: Future Outlook - The company aims to steadfastly implement the national "Artificial Intelligence+" strategy and accelerate the digital and intelligent transformation in line with its development strategies [6] - The focus will be on integrating artificial intelligence with enterprise development, striving to become a world-class energy leader that is technology-driven, efficient, safe, and environmentally friendly [6]

国家能源集团宁夏煤业公司在宁夏地区能源产业中占据核心地位，其发展战略深刻影响区域能源格局。宁夏煤业有限责任公司 战略规划部总经理李克庆，针对当下能源行业形势，深入阐述了企业在新时代的战略规划，展现出企业积极进取的发展态势 。 明晰定位，夯实能源产业根基 李克庆谈到，宁夏煤业公司始终明确自身的重要使命，锚定了一系列极具战略意义的发展定位：立志成为区域能源供应基石， 为宁夏乃至周边地区的能源稳定供应提供坚实保障；勇做煤化产业创新标杆，不断探索和实践煤化产业前沿技术；担当一体协同发 展中坚力量，促进能源产业各环节紧密协作；成为价值引领创造典范，为行业树立新的价值标准；争当 "社会主义是干出来的" 实践 先锋，将实干精神贯穿企业发展全过程。 为实现这些定位，宁夏煤业持续在产业技术升级、产品结构优化和产业链延伸上发力。在煤炭开采环节，大力提升煤炭清洁智 能开采水平，运用先进技术减少开采过程中的资源浪费与环境污染，提高煤炭资源利用率。在煤制油化工领域，强化清洁稳定运行 能力，确保生产过程绿色环保、产品质量过硬。公司取得的诸多科研成果便是最好的证明，煤炭间接液化成套技术荣获国家科学技 宁夏煤业有限责任公司战略规划部总经理 ...

以下为研究报告摘要： 国内外AI算力产业链持续兑现，一季度业绩全面亮眼 国内：（1）AI芯片：海光信息2025Q1合同负债金额达32.37亿元，同比增长 113510.65%；（2）AI服务器&电源：华勤技术2025Q1实现营收349.98亿元，同比增长 115.65%；欧陆通2025Q1实现归母净利润0.50亿元，同比增长59.06%；（3）AI光模块：华 工科技2025Q1实现归母净利润4.1亿元，同比增长40.88%；新易盛2025Q1实现归母净利润 15.73亿元，同比增长384.54%；中际旭创2025Q1实现归母净利润15.83亿元，同比增长 56.83%；（4）AI光器件：致尚科技2025Q1实现归母净利润0.24亿元，同比增长64.57%；仕 佳光子2025Q1实现归母净利润0.93亿元，同比增长1003.78%。 海外：谷歌云2025Q1实现营收123亿美元，同比增长28%，实现谷歌云营业利润率提升 到17.7%，同比提升8.4个百分点，预计2025年资本开支仍约为750亿美元。维谛技术2025Q1 订单同比增长13%，环比增长21%，下游数据中心需求仍然强劲，公司上调2025年净销售中 位 ...

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]