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越疆机器人与药师帮达成全面战略合作 | 投研报告
太平洋近日发布机械日报:2025年6月4日,沪深300上涨0.43%,机械板块上涨0.61%, 在所有一级行业中排名19。细分行业看,锂电设备涨幅最大,上涨3.10%;工程机械跌幅最 大,下跌0.61%。个股方面,日涨幅榜前3位分别为大宏立(+19.98%)、新劲刚(+13.39%)、沪 宁股份(+12.41%);跌幅榜前3位为申科股份(-10.01%)、合锻智能(-6.04%)、弘讯科技 (-5.37%)。 以下为研究报告摘要: 报告摘要 市场表现: 【联测科技】公司持股5%以上股东郁旋旋先生在减持前持有公司股份的6.16%,拟通过 集中竞价方式减持减持公司总股本的0.84%。 【山东威达】2025年6月4日,公司首次通过股份回购专用证券账户以集中竞价方式回购 公司总股本的0.03%。 【物产金轮】截至2025年5月31日,公司通过回购专用证券账户以集中竞价方式累计回 购公司总股本的0.35%。 【博杰股份】截至2025年5月30日,公司通过回购股份专用证券账户以集中竞价方式回 购公司总股本的0.15%。 【巨星科技】董事会于近日收到董事徐筝女士提交的书面辞职报告,因公司内部工作调 整,徐筝女士申请辞去公司 ...
华北油田储气库群本周期注气量突破10亿立方米
截至6月6日,中国石油华北油田储气库群本周期注气超10亿立方米,较2024年同期增加7%,为今冬明 春京津冀地区天然气调峰保供蓄足"底气"。 储气库作为天然气调峰的重要设施,在保障区域冬季用气安全方面发挥着核心作用,其库存的多少直接 关系到天然气调峰保供能力的强弱。本周期注气工作开始以来,华北油田锚定"31.8亿方工作气能力"目 标,科学践行"大注采"模式,精细实施强驱、平压、缓注的技术对策,深入挖掘在役库群的生产潜能, 全面提升储气库运行效率。同时,以顾辛庄、文23储气库为新增长点,强力推进扩容增气工程建设,加 快提升注采气规模。此外,国内首台(套)兆瓦级天然气压差发电项目同期投运,累计发电逾750万千 瓦时,相当于节约标煤2200余吨,减少二氧化碳排放超7500吨,有效降低企业购电成本的同时,也为油 田天然气产业的绿色发展注入了强劲动力。 储气库的安全平稳运行直接关系到国家能源安全和民生福祉,通过技术创新推进进口设备配件国产化, 既能规避因国际形势变化导致的配件供应受阻风险,保障设备持续稳定运行,又能凭借对配件性能的自 主把控,降低设备故障概率,是为储气库安全运营筑牢根基的必要之举。今年以来,华北油田全力 ...
北京城市副中心绿心园区获国内首张净零排放碳中和认证证书
Core Viewpoint - The Beijing Urban Sub-center Green Heart Park has received a carbon neutrality certification from TÜV Rheinland, marking it as the first net-zero emissions certification in China's power industry since the release of the international standard ISO 14068, showcasing the company's commitment to climate responsibility [1][5]. Group 1: Project Overview - The Green Heart Park project is a collaboration between State Grid Beijing Electric Power Company and Beijing Urban Sub-center Investment Construction Group, focusing on achieving 100% green electricity supply and utilizing geothermal heat pumps for cooling and heating [1][3]. - The park covers an area of approximately 11.2 square kilometers and serves as a significant part of Beijing's green space, becoming a leading demonstration area for low-carbon transformation [3]. Group 2: Energy Supply and Consumption - The project aims to create an energy consumption structure primarily based on electricity, implementing a strategy of "introducing green energy + digital empowerment + efficiency improvement + carbon aggregation" to support green energy use and zero-carbon operation [3]. - The energy supply side utilizes local geothermal heat pumps and distributed photovoltaics, along with long-term agreements for green electricity from Shanxi and Inner Mongolia, achieving 100% clean energy supply [3][4]. Group 3: Carbon Reduction Goals - By 2025, the park is expected to reduce carbon emissions by 11,556 tons through electric energy substitution, with local distributed photovoltaics and external green electricity contributing to a reduction of 30,382 tons in the power sector [4]. - The combination of tree carbon sinks is projected to achieve a net negative carbon emission of 957 tons annually [4]. Group 4: Technological Innovations - The park has established a Green Heart Energy Management System for real-time monitoring and remote control of energy facilities, maximizing the use of renewable energy [4]. - State Grid Beijing Electric Power Company has developed a City Intelligent Energy Management System (CIEMS) to integrate and analyze energy and carbon emission data across the park, buildings, and equipment, aiding users in energy conservation and carbon reduction [4].
国网陇南供电公司:减碳护绿“电”先行 环保宣传入人心
Core Viewpoint - The company actively promotes environmental awareness and green practices through various activities, showcasing its commitment to ecological responsibility and sustainable development [1][5]. Group 1: Environmental Awareness Activities - On June 5, the company organized diverse environmental promotion activities under the theme "Beautiful China, I Go First," including exhibitions, knowledge dissemination, and distribution of promotional materials to educate employees and the public about environmental concepts [1]. - The company set up themed exhibition boards in its main hall and conducted offline promotional activities in various districts, covering topics such as "dual carbon" goals, eco-friendly technologies in power grids, and biodiversity protection [3]. - The company engaged with local communities by distributing eco-friendly merchandise and addressing public concerns regarding "dual carbon goals," "energy conservation," and "new energy utilization" [3]. Group 2: Integration of Environmental Protection - The company integrates ecological environment protection into all aspects of power grid planning, construction, and operation, contributing to ecological restoration projects in the region [4]. - The company emphasizes the importance of environmental knowledge among its project teams, focusing on regulations related to dust control, soil conservation, and wildlife protection [3][4]. Group 3: Future Commitment and Impact - The company aims to enhance its long-term environmental protection mechanisms and explore pathways for the coexistence of new energy development and biodiversity conservation [5]. - The successful execution of the promotional activities has improved the overall environmental awareness within the company and reinforced its image as a responsible state-owned enterprise [5].
山西首次发现东方白鹳输电铁塔筑巢繁育
初夏的大同市云州区桑干河国家级湿地公园水波潋滟,成群的候鸟掠过芦苇丛。6月3 日,国网大同供电公司输电运检中心两队成员高筑、方鸣远在220千伏平官线Ⅰ线24号输电 铁塔顶发现直径近两米的巨型鸟巢。原来是一对素有"鸟中国宝"之称的东方白鹳正在此繁育 后代,这山西省首次发现东方白鹳筑巢繁殖,填补了这项鸟类记录的空白。 为确保万无一失,大同供电公司还与云州区林业局、湿地公园管理处建立了快速响应联 动机制。一旦发现东方白鹳受伤、受困或线路因鸟巢出现异常,各方能够立即互通信息,协 同开展专业高效的救助或应急处置,为这对白鹳"夫妇"及其雏鸟构筑起全方位的安全屏障。 "铁塔上的生命奇迹,对我们既是惊喜,更是沉甸甸的责任。"大同供电公司输电运检中 心相关负责人尉大庆表示,"发现东方白鹳在输电塔筑巢繁殖,是桑干河湿地生态持续改善 的证明。我们将持续优化爱鸟护线措施,在保障电网安全可靠运行的同时,为这些珍贵 的'空中来客'守护好它们的'电力家园',让银线铁塔成为助力生态保护、见证生命繁衍的和 谐纽带。"(夏文龙/图) 【责任编辑:刘澄谚 】 面对这一珍贵而特殊的"电力居民",国网大同供电公司迅速行动,将保障线路安全与守 护濒危物 ...
带电抢修为太原高考保电“护航”
此外,明业公司还协同各区县供电公司,对各考点对用电设备等开展拉网式排查及不停 电作业。截至目前,已开展针对性开展不停电抢修70余次,出动人员156人次,抢修车辆75 台次,在高考来临前,充分做好前期完善,将高考过程中的突发情况可能性降到最低。 高考期间,明业公司抢修保电人员将坚守岗位,24小时待命,实时监控电网运行情况, 用实际行动为太原考生营造稳定的考试环境,助力考生在考场上安心作答,实现梦想。 【责任编辑:刘澄谚 】 随着2025年高考日益临近,国网太原供电公司下属明业公司作为承担电力施工、抢修的 一线单位,用多项举措积极行动,全方位开展保电工作,为莘莘学子的高考之路筑牢电力防 线。 自5月下旬起,明业公司不停电作业工程部提前已针对承担高考考点及周边供电任务的 线路,展开专项隐患治理。在对10千伏千南线035号杆、10千伏黄调线国师街支14号杆等的 检修中,工作人员发现线路通道内树木生长过于繁茂,部分树枝与线路距离过近,严重威胁 供电安全。考虑到这几条线路供电区域包含高考考点及周边重要场所,为了不影响正常供 电,带电作业班迅速制定方案,采用先进的带电作业技术,利用绝缘斗臂车将作业人员送至 树梢附近,小心翼 ...
陇原乡村美 百姓日子甜——国网甘肃电力多措并举全面助力乡村振兴
初夏时节,微风和煦,村道两旁,绿树成荫,乡间田野间处处洋溢着希望与活力,一幅 幅生态宜居、欣欣向荣的和美乡村画卷正在陇原大地徐徐铺开。 近年来,国网甘肃省电力公司深入贯彻落实《中共中央、国务院关于学习运用"千村示 范、万村整治"工程经验有力有效推进乡村全面振兴的意见》精神,积极履行央企责任,大 力实施农网巩固提升工程,做强做优定点帮扶和乡村振兴工作,以优质可靠电力赋能乡村产 业发展,为和美乡村建设提供坚强保障。 国家电网甘肃电力(张掖电骆驼)连心桥共产党员服务队队员在蔬菜大棚内向种植户讲 解安全用电常识。 程刚 摄 农网强支撑 乡村添动力 6月4日,在武威市民勤县西渠镇玉成村,国网武威供电公司施工人员正于10千伏114煌 辉线紧张有序的开展配农网工程建设,现场一派热火朝天的忙碌景象。该工程将为"三农"发 展注入充足电能,全力助推乡村振兴与农业现代化建设。 农村电网是乡村全面振兴的重要基础设施,实施农村电网巩固提升工程,提升农村地区 电力保障水平,是更好满足人民美好生活需要的内在要求。国网甘肃省电力公司持续实施农 村电网巩固提升工程,不断提高农村供电服务保障水平。今年计划完成65亿元配农网工程建 设项目,较20 ...
绿电赋能生态美 自然反哺能源新
"作为能源企业,我们肩负着推动绿色发展的重要使命。"该公司供电人员朱小刚 说,"近期是旅游热高峰期,我们将积极探索更多环保举措,为建设美丽家园贡献力量。" 优化服务,为绿色出行保驾护航。当前正是旅游旺季,绿色出行也深受广大游客的青 睐。针对夏季人员流动多、居民出行多,新能源汽车充电需求多的情况,该公司共产党员服 务队积极对接小区物业,并与部分小区达成"一区一方案",针对小区内居民自有产权车位安 装充电桩,减少物业证明环节,台区经理迅速组织勘查,并及时安装电表,快速送电,解决 居民新能源汽车充电焦虑。并仔细检查充电设备的运行状态,查看充电桩电气线路是否老 化、破损等问题,及时消除各类潜在隐患,确保每一台充电设备都处于良好的运行状态。 同时,共产党员服务队还发放精心制作的电网环保宣传手册200余份,手册内容涵盖电 网环保科普知识、节能用电小窍门以及国家相关环保政策解读,增强大家的环保意识和绿色 出行理念。针对居民关心的电网电磁辐射问题,耐心解答:"电网设施产生的电磁环境属于 极低频场,不会产生有效的电磁辐射危害,相关国家标准也对其进行了严格限制,大家可以 放心。" 微风拂祁连,山河焕新颜。6月4日,国网张掖供电公 ...
“上海速度”再刷新!乐高乐园电力配套提前一年点亮“积木王国”
Core Viewpoint - The Shanghai LEGO Resort officially entered the testing phase, marking the first international IP-themed family park in the Yangtze River Delta, supported by a comprehensive power service system from State Grid Shanghai Jinshan Power Supply Company and State Grid Shanghai Service Center [1][2]. Group 1: Project Overview - The Shanghai LEGO Resort is located in Fengjing Town, Jinshan District, covering an area of 318,000 square meters, featuring eight themed areas and a supporting themed hotel [2]. - The project received formal approval in November 2023, with a commitment from the Jinshan District government to start construction immediately upon land acquisition [3]. Group 2: Power Supply Coordination - A dedicated service team was established by the State Grid Shanghai Service Center to provide comprehensive "butler-style" services from planning to formal power supply, ensuring efficient communication and coordination with users [2]. - The team implemented a "one household, one file" database to facilitate seamless information transfer and project execution [2]. Group 3: Approval Process and Efficiency - The project manager, Jin Jianwei, expedited the approval process for three critical power supply projects, typically requiring 45 days, to just 15 days, thus gaining an additional 30 days for the project [4]. - The project team held 47 coordination meetings to resolve 63 specific issues, ensuring timely completion of the power supply project [4]. Group 4: Service Impact - The power company provided efficient services, enabling the project to achieve formal power supply by June 2024, a full year ahead of the initial timeline [4]. - The collaboration between State Grid Shanghai Jinshan Power Supply Company and State Grid Shanghai Service Center exemplifies a proactive service approach and aims to create a world-class business environment for power supply [4].
二十风华正青春 接续奋斗向未来
Core Insights - The article highlights the achievements and growth of Sinopec's North China Sales Company over the past 20 years, emphasizing its role in enhancing the distribution and value of chemical products in a competitive market [1][2]. Group 1: Company Achievements - The company has increased the proportion of high-value synthetic resin products to 28%, successfully breaking the import monopoly with products like high-performance EVA and medical infusion bags [1]. - Over the past 20 years, the company has provided nearly 200 million tons of chemical products, generating approximately 1.6 trillion yuan in revenue, contributing positively to local economic development [2]. - The company has received multiple awards, including "Outstanding Sales Team for High-Performance Polypropylene" and "Gold Medal Strategic Supplier," showcasing its industry recognition [2]. Group 2: Product Development and Innovation - The company has successfully mass-produced star products such as photovoltaic film-specific EVA resin and metallocene polypropylene, while also addressing key challenges in the hydrogenated nitrile field [3]. - It has developed and promoted 15 differentiated products, including branched styrene-butadiene rubber and environmentally friendly butadiene rubber, enhancing production capabilities in synthetic rubber [3]. Group 3: Social Responsibility and Environmental Initiatives - The company has supplied nearly 400,000 tons of chemical products to Xiong'an New Area for eight consecutive years and has developed the first industrially recyclable high-strength "green" weather-resistant film [4]. - It has actively contributed to local communities by donating agricultural materials and supporting education for children of pneumoconiosis patients in the Qinba Mountains [4].