为保障春节期间电网安全稳定运行，让全市人民度过祥和佳节，2月2日，国网孝义市供电公司提早谋划 部署，启动春节保电专项行动，从电网运维、隐患排查、应急保障、优质服务多方面发力，全力守护万 家灯火。 应急保障上，公司完成应急发电车、照明灯等设备的检查维护，备足抢修物资，组建专业抢修队伍，严 格执行领导带班和24小时值班制度，构建快速响应体系，保障故障快速处置。针对极端天气，加强气象 预警，制定防范措施，增加线路特巡频次，从源头防范电网运行风险。 优质服务方面，该公司畅通"线上+线下"服务通道，推广"网上国网"APP线上业务，多渠道公示供电服 务热线和报修方式。组织太行黎明共产党员服务队深入社区、乡村开展安全用电宣传，为孤寡老人、困 难家庭等特殊群体提供上门用电检查服务，发放爱心服务卡，让电力服务更有温度。 目前，该公司春节保电各项准备工作已全部就绪。下一步，将持续监控电网运行状态，强化各环节协同 联动，以严实作风坚守岗位，全力保障春节期间电力可靠供应，为地方经济社会平稳运行筑牢电力支 撑。（郭嘉荣） 孝义市供电公司结合往年用电负荷特点和近期天气趋势，开展电网负荷预测分析，科学制定保电方案和 应急预案，细化岗位职责 ...

2月5日，陕北—安徽±800千伏特高压直流输电工程的核心枢纽，±800千伏宝塔山换流站正式启动750千伏交流系统带电调试，标志着这条横跨三省的能 源"大动脉"进入系统调试阶段，为工程在年内全面建成投运奠定了坚实的基础。 宝塔山换流站作为陕西省境内第二座特高压换流站，于2024年9月正式开工，直流线路全长约1070公里，横跨陕西、河南、安徽三省，穿越黄土高原、关中 平原、崇山峻岭等多种复杂地形，是陕西省构建跨区域电力资源优化配置体系的重大成果，同时也承载着传承革命老区红色基因和赋能新时代绿色发展的双 重使命。 该站是首个完全采用"±800kV/8GW特高压直流工程标准化设计"的工程，在我国特高压建设史上是一个重要突破。 ±800千伏宝塔山换流站项目总工王辰介绍，换流站交流部分投运，标志着该站正式与陕西主电网相连，为下阶段该站直流系统带电调试、全站投运及后续 配套的新能源接入打好基础。 据了解，陕北—安徽±800千伏特高压直流输电工程计划年内投运。届时，将成为一条高效的"绿色电力高速路"，每年可将超过360亿千瓦时的电能从陕北送 往安徽，其中一半以上为风电和光伏等清洁电能，预计每年可减排二氧化碳约1600万吨，不 ...

晋能控股装备制造集团铁运公司以"精"求"降"、以"精"促"提"，在"增"与"降"的精准施策中算细账、谋 实效、求突围，打造降本增效"精进版"，以实际行动在市场挑战中探寻高质量发展新路径。 精做"加法"：拓量提效强创新 点燃发展新引擎 公司坚持"增量提质"并行，在"增"字上精准发力，以增量摊薄成本、以效能提升效益、以创新破解瓶 颈，实现效益与活力双向提升。结合矿井生产实际和历年铁路运量，深化产运销"三方联动"沟通机制， 加强信息共享，最大限度争取优质车辆匹配和请车计划，将承认车兑现率提升至97%，确保"重车出得 去、空车进得来"。同时统筹平衡各站作业量，及时优化运输组织措施，最大限度稳定煤炭发送量。 深化路企协同机制，落实"整列装车、排空直发"等优化措施，减少机车燃油消耗和人力投入，将单机率 降至2.8%。推进智能化、绿色化转型增效，引进智能钢轨打磨车、轨道智能巡检车开启智能化养路新 模式，试运用1500kW内电混合动力机车，迈出绿色运输创新第一步，以装备升级提升运输效能。 鼓励职工立足岗位开展"小发明、小革新、小创造"，激活全员创新动能。机务段技术人员在东风7C型 机车加装"压力变送器"和电子燃油压力表，让司 ...

Market Performance - The steel sector declined by 3.02% this week, underperforming the broader market, with sub-sectors such as special steel down 2.10%, long products down 1.88%, and flat products down 3.84% [2][5] - Iron ore and steel consumables sectors also saw declines of 1.74% and 3.02% respectively, while the trade circulation sector fell by 4.006% [2][5] Supply Situation - As of February 6, the capacity utilization rate of blast furnaces in sample steel enterprises was 85.7%, an increase of 0.22 percentage points week-on-week [2] - Electric furnace capacity utilization was at 48.1%, a decrease of 7.59 percentage points week-on-week [2] - The production of five major steel products was 7.208 million tons, a week-on-week decrease of 15,500 tons [2] - Daily average pig iron production was 2.2858 million tons, an increase of 6,000 tons week-on-week and 1,400 tons year-on-year [5] Demand Situation - The consumption of five major steel products was 7.607 million tons, a week-on-week decrease of 410,800 tons, or 5.12% [2] - Mainstream traders' sales volume of construction steel was 35,000 tons, down 32,500 tons week-on-week, representing a 48.24% decline [2] Inventory Situation - As of February 6, social inventory of five major steel products was 9.404 million tons, an increase of 496,800 tons week-on-week, or 5.58%, but down 18.04% year-on-year [3][5] - Factory inventory of five major steel products was 3.973 million tons, an increase of 95,600 tons week-on-week, or 2.47%, and down 24.13% year-on-year [3][5] Steel Prices & Profits - As of February 6, the comprehensive index for ordinary steel was 3,414.2 yuan/ton, a week-on-week decrease of 13.31 yuan/ton, or 0.39%, and down 5.51% year-on-year [3] - The comprehensive index for special steel was 6,582.0 yuan/ton, a week-on-week decrease of 2.28 yuan/ton, or 0.03%, and down 2.88% year-on-year [3] - The profit for rebar from blast furnaces was 65 yuan/ton, an increase of 14.0 yuan/ton week-on-week, or 27.45% [3] - The profit for construction steel from electric furnaces was -76 yuan/ton, an increase of 4.0 yuan/ton week-on-week, or 5.00% [3] Raw Material Situation - As of February 6, the spot price index for Australian powder ore (62% Fe) at Rizhao Port was 764 yuan/ton, a week-on-week decrease of 29.0 yuan/ton, or 3.66% [4] - The price for main coking coal at Jingtang Port was 1,700 yuan/ton, a week-on-week decrease of 80.0 yuan/ton [4] - The average available days of iron ore for sample steel enterprises was 31.29 days, an increase of 2.6 days week-on-week [4] Investment Recommendations - The steel sector is expected to have strong "anti-involution" characteristics and significant profit recovery potential, with high-quality steel companies likely to see performance improvements [6][7] - Key companies to focus on include regional leaders with advanced equipment and environmental standards, as well as those benefiting from the new energy cycle [7]

Group 1: Coal Prices - Qinhuangdao port thermal coal (Q5500) price increased to 692 CNY/ton, up 1 CNY/ton week-on-week as of February 7 [1] - Datong thermal coal price (Q5500) decreased to 567 CNY/ton, down 1 CNY/ton week-on-week as of February 5 [1] - International thermal coal prices: Newcastle NEWC5500 at 76.3 USD/ton, up 1.5 USD/ton week-on-week; ARA6000 at 101.6 USD/ton, down 1.5 USD/ton [1] Group 2: Coking Coal Prices - Beijing Tangshan port coking coal price decreased to 1700 CNY/ton, down 80 CNY/ton week-on-week as of February 5 [2] - Linfen coking coal price decreased to 1570 CNY/ton, down 80 CNY/ton week-on-week as of February 6 [2] - Australian hard coking coal price at 265.6 USD/ton, up 1.5 USD/ton week-on-week as of February 5 [2] Group 3: Production and Consumption - Sample thermal coal mine capacity utilization at 87.5%, down 0.8 percentage points week-on-week; coking coal mine utilization at 86.67%, down 2.5 percentage points [2] - Coastal provinces' coal consumption decreased by 16.3 million tons/day, down 7.22% week-on-week as of February 4 [3] - Inland provinces' coal consumption decreased by 81.8 million tons/day, down 18.1% week-on-week as of February 4 [3] Group 4: Market Outlook - Current coal market is at the beginning of a new upward cycle, with fundamental and policy support [4] - Indonesian government reduced coal production quotas by 40% to 70% compared to 2025 levels, impacting global coal supply [4] - Domestic coal supply is expected to remain constrained, with potential for price recovery due to demand resilience [5] Group 5: Investment Recommendations - Coal sector remains attractive due to high performance, cash flow, and dividends; recommended to focus on quality coal companies [6] - Suggested companies include China Shenhua, Shaanxi Coal, and Yancoal Australia among others [6] - Emphasis on the importance of coal assets as they are undervalued and have high potential for appreciation [5]

天眼查工商信息显示，近日，中国保利集团有限公司发生工商变更，刘化龙卸任法定代表人、董事长， 由祖斌接任，同时，多位高管发生变更。 该公司成立于1993年2月，注册资本20亿人民币，经营范围含国有股权经营与管理，实业投资、资本运 营、资产管理，受托管理，对集团所属企业的生产经营活动实施组织、协调、管理等。股东信息显示， 该公司由国务院国有资产监督管理委员会全资持股。 据媒体报道，国务院国资委网站1月21日发布《7户中央企业14名领导人员职务任免》。其中，祖斌任中 国保利集团有限公司党委书记、董事长。 ...

两项工程合计年送电量超50亿千瓦时，可满足超130万户家庭一年的用电需求，相当于每年减少二氧化 碳排放超420万吨，为实现"双碳"目标注入强劲动能。项目所服务的两大新能源基地，均位于浑善达克 沙地边缘，通过"风光储+生态修复"模式，实现"板上发电、板下治沙"的发展新范式。 同时，工程的建成显著提升了区域电网对新能源的接纳能力。依托接入的紫城500千伏变电站这一枢纽 节点，未来还可进一步汇集周边规划的风电、光伏项目，形成千万千瓦级新能源集群，为后续"绿电制 氢""绿电算力"等新兴产业提供低成本、可持续的绿色电力支撑。 "两项工程的投运，标志着赤峰电网在构建新型电力系统进程中迈出关键一步。"国网赤峰供电公司相关 负责人表示，工程将有效缓解区域电网送出压力，提升新能源利用率，推动能源结构由"高碳依 赖"向"绿色低碳"深刻转型。 2月9日，蒙东大唐赤峰浑善达克沙地100万千瓦风光储沙漠治理新能源基地示范项目送出工程、蒙东赤 峰市翁牛特旗生态治理100万千瓦风电项目送出工程正式投运。 据介绍，作为国家"沙戈荒"大型风电光伏基地重要配套工程，两项工程肩负着将千万千瓦级风力资源转 化为稳定绿电并网送出的重任。工程的顺利投运 ...

临清古城年味渐起，红灯笼映照街巷，景区亮化次第点亮，年货市场人潮涌动。在这背后，国网临清市 供电公司已全面启动春节保电模式，将电力保障融入年俗场景：从景区灯饰供电到居民返乡用电，从商 超负荷应对到应急抢修布防，各项措施同步推进，确保节日用电安全稳定。 聚焦重点区域，落实"一点一策"保电措施 夜幕降临，钞关景区、东、西宛园的节日彩灯照亮古建筑飞檐，游人穿梭其间，年节氛围浓郁。灯光背 后，临清公司工作人员手持红外测温仪，正对配电柜电缆接头进行测温，实时监控设备运行状态。 随着返乡人流增多，居民区用电负荷持续攀升，取暖、烹饪、电器使用集中释放。临清公司启动"白 +黑"巡检机制：白天清理线路通道，修剪临近电力设施的树木，防范大风天气异物搭挂；夜间则在 19:00至22:00用电高峰时段，对老旧小区、城乡结合区域配电变压器开展红外测温与局放检测，及时发 现并处理接头过热等隐患。 公司实行缺陷清单化管理，建立"发现—登记—整改—验收—销号"闭环流程，确保问题当日处理、节前 清零。同时，依托无人机和智能监控平台，对重点线路实施动态监测，提升运维效率。 开展入户排查，保障居民用电安全 在魏湾镇等乡村区域，许多外出务工人员陆续 ...

Core Insights - The launch of the 100,000-ton polysilicon production project by United Solar Company (USP) in Oman marks a significant development in the Middle East's photovoltaic industry and serves as a new hub connecting the solar supply chains of Europe, Africa, and Asia [1][5]. Group 1: Key Equipment and Technology - The project demands high reliability and efficiency from equipment, with the green hydrogen intelligent production system provided by the company achieving an industry-leading current efficiency of 98% and a low energy consumption of 4.37 kWh/Nm H [2]. - The company's reduction furnace, essential for polysilicon production, has a domestic market share exceeding 65% and is recognized as a core equipment supplier for major global photovoltaic polysilicon manufacturers [3]. - The company has developed a wide range of high-efficiency equipment, including lithium bromide units for industrial waste heat recovery and electric refrigeration units for hydrogen cooling, showcasing its expertise in energy-efficient solutions [3]. Group 2: Industry Collaboration and Ecosystem - The company has transitioned from providing single products to offering comprehensive system solutions, enhancing its competitive edge and creating a collaborative ecosystem within the industry [4]. - In the silicon wafer sector, the company has established large-scale production capabilities, positioning itself among the top tier in the industry [4]. Group 3: International Recognition and Future Outlook - The successful launch of the project has garnered international support from the International Finance Corporation (IFC) and Oman Sovereign Fund, reflecting confidence in the project's competitiveness [5]. - The establishment of the largest polysilicon project abroad reinforces the company's position in the global renewable energy sector, with plans to expand its market presence in countries along the Belt and Road Initiative [6].

Core Insights - Computing power is reshaping industry patterns and is a key support element for economic development, especially in AI infrastructure, leading to a surge in demand for green electricity and reliable power sources [1][5][10] Group 1: Development of Computing Power in Ningxia - Ningxia has been approved to build a national integrated computing network hub, incorporating the "East Data West Computing" project into major initiatives, with policies aimed at fostering technological innovation, investment, and talent cultivation [1][2] - By the end of 2025, Ningxia will have established 10 large and super-large data center parks, ranking seventh in the country for intelligent computing scale [2][4] Group 2: Infrastructure and Green Energy Initiatives - Ningxia has constructed 24,000 5G base stations, achieving 100% coverage in administrative villages, and has deployed 400G optical transmission systems for long-distance data transfer [4][11] - The region's renewable energy installed capacity exceeds 60%, with a utilization rate of 94%, leading to significant advantages in the synergy between computing power and electricity [4][9] Group 3: Major Projects and Collaborations - The Datang Zhongwei Cloud Base data center, a key project under the "East Data West Computing" initiative, has a green electricity supply capacity of 2 million kilowatts, expected to provide approximately 4.14 billion kilowatt-hours of clean electricity annually [7][9] - China Telecom's Zhongwei computing hub has built a heterogeneous computing cluster capable of meeting high-intensity computing demands, with a low-latency network established for efficient data transmission [11][13] Group 4: Future Directions and Goals - The Zhongwei Cloud Data Center aims to become a benchmark for ultra-large-scale intelligent computing, with plans to expand its capacity significantly and implement advanced cooling technologies [14][16] - The Zhongjiao Group's new data center project, with an investment of approximately 3.8 billion yuan, will serve as a comprehensive data industry center, focusing on infrastructure, operational services, and the integration of digital technologies with various sectors [17][19]