Core Insights - The new generation of DC centralized monitoring platform has officially launched, marking a significant step towards "panoramic control and intelligent decision-making" in the operation support of DC systems [1] - The platform is designed to enhance the operation and maintenance of converter stations in remote areas, supporting the safe and stable operation of UHV DC projects that are crucial for renewable energy transmission [1] Group 1: Platform Features - The platform utilizes distributed storage and real-time computing technology, achieving millisecond-level data collection and processing for operational converter stations [2] - It supports a massive scale of data processing, capable of handling data from 130 stations and 4 million measurement points, creating a "digital twin" database for precise data support in status assessment and fault warning [2] - The application rate of DC grid operation data has increased by 400% due to the elimination of traditional data barriers [2] Group 2: Intelligent Systems - Three intelligent systems work collaboratively to enhance the DC operation and maintenance support system [3] - The core equipment status management system employs multi-dimensional parameter evaluation models and deep learning algorithms, achieving over 95% accuracy in identifying potential defects and enhancing pre-warning capabilities [3] - The online fault diagnosis system can extract waveform characteristics within 200 milliseconds after a fault occurs, generating diagnostic reports that include fault location and impact range, significantly reducing fault analysis time from 2 hours to 15 minutes [3] Group 3: Comprehensive Analysis - The centralized monitoring and comprehensive analysis system creates a three-dimensional visualization platform, integrating various data sources to automatically identify and push notifications for abnormal conditions and severe defects at converter stations [4] - By connecting external data sources, it establishes a monitoring network that allows real-time awareness of the operational status of the DC system, improving the detection rate of major defects [4] Group 4: Transformation and Future Plans - The full operation of the new monitoring platform represents three breakthroughs: shifting data value from "dispersed application" to "centralized empowerment," upgrading fault handling from "manual analysis" to "intelligent diagnosis," and transitioning equipment management from "passive maintenance" to "active warning" [5] - The company plans to deepen the application of AI and digital twin technologies, advancing DC operation and maintenance towards a stage of "autonomous decision-making and adaptive control" to ensure energy security and support high-quality development of the power grid [6]

Core Insights - The Electric Power Big Data Technology and Application Laboratory has officially obtained CNAS accreditation, indicating its capability in testing key technical indicators in the energy sector [1][2] - The laboratory was established by the State Grid Big Data Center and received approval as a State Grid Company-level laboratory in May 2023 [1] - The laboratory aims to enhance the quality of power big data products and ensure data application safety through a standardized management system [1] Summary by Sections - **Laboratory Establishment and Purpose** - The laboratory was formed under the State Grid Big Data Center and aims to build a robust quality management system for big data evaluation [1] - It focuses on improving the quality of power big data products and ensuring the safety of data applications [1] - **Technical Capabilities** - The laboratory has established a high-performance computing cluster with a total computing power exceeding 24.96 million trillion operations per second (TFLOPS) [1] - A professional testing technical team has been organized, with engineers receiving certification from the Ministry of Industry and Information Technology to ensure the reliability of test results [1] - **CNAS Accreditation Significance** - The CNAS accreditation signifies an advancement in the laboratory's capabilities in data product testing, hardware and software facilities, and management system operations [2] - This accreditation provides authoritative qualification support for the laboratory to offer related data product services [2]

"近期雨水增多，仔细检查杆塔、排水沟等重点部位，做好安全隐患记录，保障供电线 路可靠运行。"7月3日，张掖多地遭遇持续强降雨侵袭，国网张掖供电公司闻"汛"而动，全 方位部署防汛保电工作，筑牢电网防汛"安全堤"。 截至目前，该公司共出动65人、车辆19辆，巡视线路35条，走访重要客户27余户，全力 保障雨天电力供应正常。 汛情就是命令，防汛就是责任。国网张掖供电公司将持续关注天气变化，及时处理各种 突发情况，强化应急值班值守，以更严要求、更实举措，全力筑牢防汛安全堤，守护万家灯 火，为打赢防汛攻坚战提供坚强电力保障。 【责任编辑：刘澄谚 】 面对历史罕见的暴雨灾害和严峻的保供形势，该公司迅速动员，第一时间组织召开应急 会商会议，启动防汛保电应急预案，对处于低洼地带、河道周边的配电设施进行重点巡查， 同时对变电站排水系统、电缆沟防水性能等进行全面检测，确保排水畅通、防水严密。针对 易受洪涝影响区域的供电线路，采用"人工巡检+无人机飞巡"相结合的方式，对杆塔倾斜 度、绝缘子状态等进行精细化检查，切实提升设备抵御汛情能力。 在做好自身防汛工作的同时，该公司组织共产党员服务队深入医院、学校、商场等重点 场所，协助开展用 ...

Core Viewpoint - The article highlights the significant role of the State Grid Tianshui Power Supply Company in supporting local economic development through efficient electricity services and innovative practices, particularly in the context of major industrial projects in Tianshui City. Group 1: Economic Development and Investment - Tianshui City has a solid industrial foundation and significant regional advantages, leading to continuous economic growth and increasing electricity demand in 2023 [1] - The investment scale of the Huamao New Materials Technology Co., Ltd. project is the largest in Tianshui's history, showcasing the company's commitment to facilitating local economic development [1] - The company has implemented the "Optimization of Business Environment and Quality Improvement Year" initiative to enhance the electricity business environment, injecting strong momentum into economic development [1] Group 2: Service Innovations - The company has introduced a "Five Reductions" service mechanism, significantly reducing the time required for high-voltage customer electricity applications to 4.5 working days and enabling same-day electricity connection for low-voltage residential customers [1] - The "Five Full and Three Efficient" service system has been established to ensure comprehensive coverage and efficiency in service delivery, contributing to improved operational effectiveness [3] Group 3: Project Support and Collaboration - The company has focused on addressing electricity supply challenges for major projects by establishing a dual mechanism of "leadership responsibility + project manager accountability" and providing one-on-one service records [4] - A total of 21 key provincial projects have achieved synchronized design, construction, and operation of supporting electricity infrastructure, demonstrating effective project management [4] Group 4: Cost Savings and Financial Support - The company has implemented policies that allow small and micro enterprises with a capacity of 160 kW or less to connect to electricity with zero investment, saving businesses 77.12 million yuan in electricity connection costs since 2024 [4] - Direct electricity trading has helped leading enterprises like Huati Technology reduce electricity costs by 114 million yuan [4] - The "Electric e-Finance" product has assisted 83 small and medium-sized enterprises in obtaining 160 million yuan in inclusive financial loans [4] Group 5: Green Energy and Infrastructure - Tianshui City's installed power generation capacity has surpassed 1 million kW, with renewable energy accounting for 60% of this capacity, and renewable energy generation has increased by 46% year-on-year [5] - The city has established a smart charging network covering over 200 old residential communities, with electric vehicle charging exceeding 2 million kWh, supporting the transition to a green and low-carbon economy [5]

Core Viewpoint - The company is actively engaging with local enterprises to ensure safe and efficient electricity usage during the summer peak demand period, providing tailored support and solutions to address their specific electricity needs [1][3][4]. Group 1: Company Initiatives - The company organized a service team to conduct safety inspections and understand the electricity needs of local businesses, emphasizing proactive engagement to address potential electricity issues [1][3]. - A platform for extended services was established to provide targeted support for enterprises, including customized electricity supply plans to reduce costs and enhance economic benefits [3][4]. - The company has implemented a "point-to-point" service mechanism to assist clients in rectifying identified safety hazards, ensuring high-quality and efficient electricity services for business development [3][4]. Group 2: Safety and Awareness Efforts - The company has utilized its service teams to disseminate safety knowledge through short videos and brochures, educating enterprises on safe electricity practices and summer-specific safety concerns [3][4]. - As of now, the company has visited 8 enterprises, identified and addressed 2 electricity safety hazards, and answered 11 business inquiries, showcasing its commitment to enhancing safety and service quality [4]. Group 3: Future Plans - The company plans to continue optimizing the electricity business environment by improving communication and visit mechanisms, aiming to enhance precision in service delivery and respond effectively to customer electricity service demands [4].

7月4日11时37分，西和县气象台发布暴雨大风黄色预警信号，预计当日下午到夜间，各 乡镇将出现暴雨天气，阵风达到7至8级，并伴有雷电和局地短时强降水，可能引发中小河流 洪水、山洪和地质灾害。国网西和县供电公司闻警迅速响应，第一时间细化值班抢修工作安 排，落实特巡特护和应急抢修工作举措，抢修人员、车辆、备品备件、工器具就位待命，随 时应对各类突发情况，全力以赴应对强降雨天气。 甘肃陇南西和县供电公司员工陈请示、胡昊在西峪镇杜河村巡视35千伏西峪变电站运行 设备 当日15时，西和县境内雨势减弱，局地降雨暂停，该公司第一时间组织工作人员开展雨 后特巡，全面排查电网设备运行缺陷隐患，及时补强加固杆基失稳隐患，全力确保电网设备 安全可靠运行。根据气象信息披露，未来几日西和县境内还将迎来持续强降雨天气，为确保 电网设备安全稳定运行，该公司组织工作人员重点对输配电线路"三跨"和位于河道沟渠堤 坝、低洼地带、易滑坡区域附近的杆塔拉线和变电站电缆沟、排洪沟道等进行全面排查，着 重检查线路杆塔基础、拉线、护坡、排水通道等，同步补强加固杆塔基础和拉线，清理变电 站排洪沟道异物淤泥，增加重点线路段和重点部位巡视排查频次，防范于未然。 ...

7月1日，莆田地区用电负荷突破历史同期峰值，莆田电网顺利应对本年度夏季首轮用电 高峰考验，标志着电网系统进入夏季保供关键时期。 早在入夏前，国网莆田供电公司未雨绸缪，科学应对，采取多项有力措施，从加速电网 建设、强化运维保障、完善应急机制三大维度精准发力，全力以赴迎峰度夏，确保电网安全 稳定运行，满足广大群众用电需求。 ▲国网莆田供电公司实施带电作业，保障夏季可靠供电。朱清霞/摄 电网建设"加速度" 提高电网供电能力 6月15日，110千伏仙赖变电站较原定计划提前5个月投运，跑出了电网建设"加速度"， 为迎峰度夏注入强劲动能。该变电站投运后，有效缓解鲤南变和赖店变的负荷压力，解决仙 游县鲤南—赖店片区存在的单线供电且负载率高的问题，进一步理顺了区域110千伏网架结 构，大大提升了供电可靠性。 莆田供电公司加快推进迎峰度夏电网建设项目，先后投运110千伏仙赖变电站、110千伏 山柄输变电工程等4项重点工程，新增110千伏线路5条，显著优化区域电网结构，为迎峰度 夏保供工作提供支撑。 全方位智能运维 保障设备健康运行 7月1日，莆田供电公司检修人员完成220千伏木兰变、林宅变主变消缺任务，确保主变 温度测量准确， ...

Group 1 - The core viewpoint of the report indicates that the computer industry is experiencing significant events, including Nvidia reclaiming the title of the world's most valuable company and the launch of Huawei's Cloud Pangu Model 5.5, while Apple's WWDC 2025 did not meet market expectations [1][2] - The computer industry index's strong performance this week is attributed to a unique timing factor, as historically, the computer industry tends to underperform in July, and current conditions do not sufficiently indicate a mid-term trend [1][2] - The report maintains an "overweight" investment rating for the computer industry, suggesting continued observation of market performance in early July to determine the nature of the end-of-month market [2] Group 2 - The report notes that the investment enthusiasm for the computer industry is gradually declining, with market focus shifting towards traditional industries, making it difficult for the computer sector to achieve an independent market trend in June [2] - From June 23 to June 27, the computer industry's performance exceeded expectations, contrasting with the overall trend observed throughout June [2] - Risk factors identified include the possibility of macroeconomic stimulus policies falling short of expectations, targeted measures from foreign countries against China, and the potential escalation of the US-China tariff war [2]

四通八达：2013-2024年，邮政邮路条数由2.3万条增加至4.2万条，快递网路条数由10.5 万条增加至25.1万条。 需求驱动下，社会物流总费用也在不断增长，2024年社会物流总费用已达到19万亿元， 占GDP比重14.1%，在经济组成中占据重要位置。在社会物流总费用中，运输占比54%、仓 储占比34%、管理占比12%。 网络密集：持续快速扩大的物流需求，需要庞大的物流网络支撑，快递、邮政服务网络 铺设愈发密集，基础设施不断完善，我国物流营业网点由2010年7.6万个增长至2024年50.1万 个，复合增长率达到14.4%。 资产扩张：2010-2024年，物流行业汽车由11.2万辆增长至38.8万辆；快递货机由54架增 长至198架；分别增长了246%和266%，行业资产规模急剧扩张。 金元证券近日发布低空经济专题系列报告四：总体趋势上，快递业务收入基本保持15% 以上的年增长率，由2011年758亿元增长至2024年1.4万亿元，主要由异地快递驱动。人均快 递使用量、用邮/快递支出同步增长，多维度数据共同印证了物流市场需求持续旺盛，改变 居民购物方式，成为日常中不可或缺的一环。 以下为研究报告摘要： ...

Core Viewpoint - The introduction of the "136 Document" marks a significant shift in China's energy storage industry from mandatory storage to market-driven profitability, emphasizing the need for innovative business models and competitive differentiation in the sector [1][2][3]. Group 1: Policy Changes and Market Dynamics - The "136 Document" encourages renewable energy projects to participate in market transactions, moving away from policy protection to market competition, which increases financial uncertainty for wind and solar projects [3]. - The cancellation of capacity leasing fees for grid-side energy storage necessitates a shift to a revenue model based on peak capacity subsidies, spot market price differences, and frequency regulation services [3][4]. Group 2: Industry Growth and Market Potential - As of the end of 2024, the installed capacity of new energy storage projects in China is expected to reach 73.76 million kilowatts, surpassing the 30 million kilowatts target set for 2025 [2]. - The commercial energy storage market is projected to grow significantly, with a potential market space exceeding 500 gigawatt-hours, yet current penetration remains below 3% [4][5]. Group 3: Technological Advancements and Product Demand - There is a clear demand for long-cycle energy storage products, as traditional systems require replacement after approximately 8 years, incurring significant costs [5][6]. - New energy storage solutions, such as soft-pack and square-shell batteries with 15,000 cycles, are being introduced to enhance financial models and reduce replacement costs [6]. Group 4: Future Trends and Industry Collaboration - The integration of commercial energy storage into zero-carbon parks and "source-network-load-storage" systems is becoming a key trend, requiring advanced energy management and multi-energy interaction [8]. - Collaboration among energy storage manufacturers, virtual power plant operators, and energy management platforms is essential for creating comprehensive solutions that enhance overall efficiency in the energy ecosystem [9].