凤庆供电局将宪法赋予的社会责任融入电力服务全过程，以法治力量守护民生用电。针对农村电网升 级、老旧小区供电改造、抗旱保供电等民生重点工作，组建党员志愿服务队、法治宣传小分队，深入田 间地头、社区村落，开展用电咨询、故障排查、法治宣传等志愿服务，向群众普及安全用电、节约用 电、电力设施保护等法律法规和常识，引导群众依法用电、护电。在重大节假日、自然灾害等特殊时 期，严格落实应急保供电预案，依法依规开展电力抢修和供电保障工作，全力保障党政机关、医院、交 通枢纽等重要场所和居民用户用电需求，用法治护航民生福祉，让宪法精神在基层一线落地生根。 下一步，该局将持续以宪法为根本遵循，深化法治央企建设，把宪法精神融入电力生产、经营管理、服 务民生全过程，不断提升依法治理能力和水平，以更坚实的法治保障、更可靠的电力供应、更优质的供 电服务，为临沧凤庆经济社会高质量发展保驾护航，在新时代新征程上书写电力法治建设与服务民生发 展的新篇章。（南方电网云南临沧凤庆供电局 李志芹 李颖） 此次活动共发放各类宣传资料三百余份，累计解答群众咨询百余次，不仅让广大群众在参与核桃文化活 动的同时，便捷学习宪法和电力法治知识，更通过"内宣+外宣 ...

Core Insights - The report highlights a significant decline in domestic photovoltaic (PV) installations in October 2025, with new installations at 12.6GW, representing a year-on-year decrease of 38.3% but a month-on-month increase of 30.4% [1] - Cumulative PV installations from January to October 2025 reached 252.87GW, showing a year-on-year growth of 39.5% [1] - The inverter export value in October 2025 was 4.82 billion yuan, reflecting a year-on-year increase of 3.4% but a month-on-month decline of 5.2% [1] Domestic PV Installations - In October 2025, new domestic PV installations were recorded at 12.6GW, down 38.3% year-on-year and up 30.4% month-on-month [1] - Cumulative new PV installations from January to October 2025 totaled 252.87GW, marking a 39.5% increase compared to the same period last year [1] Component Exports - The export value of PV components in October 2025 was 16.08 billion yuan, up 4.9% year-on-year but down 19.5% month-on-month [1] - Cumulative component exports from January to October 2025 reached 168.26 billion yuan, a decrease of 11.8% year-on-year [1] - The export volume of PV components in October 2025 was 19.4GW, reflecting a year-on-year increase of 3.3% but a month-on-month decrease of 24.3% [1] Inverter Exports - The total inverter export value for the first ten months of 2025 was 53.31 billion yuan, showing a year-on-year increase of 7.2% [2] - In October 2025, the export value of inverters to Europe was 1.7 billion yuan, down 9.8% year-on-year and 9.9% month-on-month [2] - Exports to Asia were 1.5 billion yuan, up 7.1% year-on-year but down 11.5% month-on-month [2] Solar Power Generation - Solar power generation in October 2025 increased by 5.9% year-on-year, with a total output of 39.37 billion kWh [2] - The share of solar power in the total industrial power generation was 4.77%, with a slight decrease of 0.86 percentage points month-on-month [2] - Total power generation in October 2025 was 800.2 billion kWh, reflecting a year-on-year increase of 7.9% [2] Recommended Companies - Companies recommended for investment include Aiko Solar, Longi Green Energy, Daqo New Energy, and others focusing on various segments of the solar industry [3]

据悉，国际能源署近期发布的数据显示，即使在高产量的情况下，到2035年全球铜供应缺口仍将达到20%。美国高盛集团日前发布报告预计，自明年开 始，铜价将迈入新的高价交易阶段。 据多家外媒报道，受到全球铜供应趋紧和对美国潜在关税的担忧等，当地时间3日，英国伦敦金属交易所铜价格一度触及每吨11540美元的历史高位，国际 铜价继续刷新历史新高。 业内人士表示，此轮铜价上涨受到多重因素影响。首先，全球铜供应趋紧推高铜价。受到智利矿山坍塌事故影响，全球矿业与大宗商品巨头嘉能可近日宣 布下调今年铜产能至85万到87.5万吨，比2018年减少近4成，同时该公司也下调了2026年铜产量预期。其次，市场普遍预测特朗普政府明年或对铜加征关 税。分析师称，为规避关税，近期出现包括铜在内大量金属运往美国的情况，全球铜库存可能很快降至危急的低位水平。最后，全球对于铜资源需求旺 盛，比如电网和电力基础设施升级带来的需求呈爆发式增长，也是推高铜价的原因之一。 ...

贯彻习近平总书记重要指示批示精神，是落实国网党组部署的具体实践。国网江苏电力承接国网党组工 作要求，通过持续深化"三全三有六示范"党建工作体系，拓展"五化"建设路径，不断提高党的建设质量 和科学化水平。更为重要的是，这是推动公司高质量发展的坚强保证。公司结合江苏省情、企情、网 情，编制战略落地实施纲要，而党建与改革发展的深度融合，能将党的政治优势、组织优势转化为公司 的发展优势和改革胜势。 国网江苏电力坚持深学细悟国网党组关于新时代高质量党建"1564"核心要求，是党建工作的行动纲领。 科学建立目标路径是关键，立足公司实际，深化完善"三全三有六示范"内涵，拓展"五化"建设路径，让 党建工作有章可循、有成效可验。打造"苏电铁军"实践载体是动力，传承新四军不怕困难、勇于斗争的 精神，凝聚攻坚克难的磅礴力量，服务能源电力高质量发展和"强富美高"新江苏现代化建设。 实施新时代高质量党建工程是国网江苏省电力有限公司战略重点工程的首要任务。由此，我们要像国网 江苏电力那样，统筹谋划、系统部署，固化成果经验、持续改进提升，以高质量党建为引领，在新时代 的征程中奋勇前行。相信在党建的强大引领下，国网江苏电力必将实现发展的新跨 ...

Core Viewpoint - The environmental protection industry is expected to improve in operational performance and valuation due to policy incentives and market mechanisms during the "14th Five-Year Plan" period, with a focus on recycling economy, green energy, and domestic substitution [2][5]. Group 1: Industry Performance and Valuation - As of December 1, 2025, the Shenwan (2021) environmental protection industry index has increased by 16.67%, ranking 17th among 31 industries [2][3]. - The overall PE of the environmental protection sector is 35.94X, showing a significant increase compared to the first half of 2024 [2][3]. - In the first three quarters of 2025, the total market value of environmental stocks held by funds reached 5.56 billion, accounting for 0.18% of total holdings, primarily focusing on water treatment, waste incineration power generation, and environmental equipment [2][3]. Group 2: Investment Opportunities - Three main investment lines are identified within the environmental protection sector: 1. The recycling economy is expected to release potential, particularly in the fields of recycled plastics and metals. The goal is to achieve an annual utilization of approximately 4.5 billion tons of solid waste by 2030, with a 45% increase in resource output rates compared to 2020 [2][3]. 2. Under the "dual carbon" goals, green energy is anticipated to contribute significantly. The aim is to reduce greenhouse gas emissions by 7%-10% from peak levels by 2035, with a focus on promoting bio-jet fuel and green methanol [3][4]. 3. Domestic substitution and intelligent upgrades are expected to invigorate the sector, particularly in scientific instruments and sanitation equipment, with a notable increase in demand for new energy sanitation vehicles [4][5]. Group 3: Recommended Companies - For the recycling economy, companies such as Yingke Recycling, High Energy Environment, and Fuchun Environmental are recommended [5]. - In the green energy sector, key recommendations include Xingrong Environment, Hongcheng Environment, and Hanlan Environment, with additional attention to Jiaao Environmental and Wangneng Environment [5]. - For domestic substitution, companies like Xuedilong, Juguang Technology, and Puni Testing are highlighted as having significant investment value [5].

Core Insights - The coal mining industry has significant electricity consumption across various production stages, with large mines consuming tens of millions to over a hundred million kilowatt-hours annually [1][2] - The introduction of high-end equipment and the promotion of renewable energy are expected to lead to cleaner and more efficient coal production, enhancing profitability for coal companies [1][4] Electricity Consumption in Coal Production - Coal mining involves substantial electricity usage in processes such as underground transportation, ventilation, and equipment operation, with annual consumption for a mine like Zhongmei Shaanxi Dahuai reaching 82.16 million kilowatt-hours [2][3] - In 2022, the comprehensive electricity consumption for large coal enterprises in China was 23.7 kilowatt-hours per ton of raw coal, marking a 3% increase year-on-year [2] Energy Efficiency and Technological Advancements - Energy-saving transformations in coal mining should focus on low-carbon electricity alternatives, equipment upgrades, and optimized management systems to reduce overall energy consumption [3][4] - Despite an increase in electricity consumption, the comprehensive energy consumption for raw coal production decreased by 12.2% to 7.9 kilograms of standard coal per ton, indicating improvements in energy efficiency [3][4] Transition to Electrification and Automation - The shift towards electrification and automation in coal mining is leading to a transformation in energy consumption patterns, moving from traditional fuel-intensive methods to more electric-driven processes [4][5] - The rise in electricity usage reflects a growing reliance on electric equipment and transportation systems within coal production [4] Renewable Energy Integration - Coal companies are increasingly exploring opportunities in wind and solar energy, with firms like China Shenhua establishing multiple renewable energy companies [4][5] - By the end of 2024, approximately 2 million hectares of land from coal mining subsidence areas will be available for renewable energy projects, facilitating the integration of green electricity into mining operations [5] Challenges in Renewable Energy Adoption - While the transition to renewable energy is underway, the current reliance on green electricity in mining operations remains low, primarily supporting transportation and heating needs [6] - Further optimization of power supply stability and continuity is necessary to meet the high-load demands of mining production [6]

来源：中国能源网 市场行情走势 上海证券近日发布基础化工行业周报：过去一周（11.22-11.28），基础化工指数涨跌幅为2.98%，沪深 300指数涨跌幅为1.64%，基础化工板块跑赢沪深300指数1.34个百分点，涨跌幅居于所有板块第13位。 基础化工子行业涨跌幅靠前的有：钛白粉（7.99%）、钾肥（6.78%）、氯碱（6.54%）、膜材料 （6.19%）、涂料油墨（5.95%）。 以下为研究报告摘要： 辛醇市场现货紧张，价格大幅上涨。据隆众资讯，11月21日至27日当周，辛醇市场重心大幅上涨，山东 和江苏市场均价分别为6170和6278元/吨，较前一周分别上涨5.83%和5.09%。辛醇市场现货供应仍然紧 张，下游装置虽有降负荷生产，但辛醇市场供应量小于需求量，厂家借机拉涨报盘，市场重心逐步涨至 成本线以上。涨至高位后，下游抵触情绪开始显现，买盘对于高价报盘采购偏谨慎。部分客户降负荷生 产，观望原料走势，但短期市场紧张局面维持。 过去一周（11.22-11.28），基础化工指数涨跌幅为2.98%，沪深300指数涨跌幅为1.64%，基础化工板块 跑赢沪深300指数1.34个百分点，涨跌幅居于所有板块第13 ...

今年 7 月，全国首艘纯电海上客船"屿见 77"在厦门湾正式启航。宁德时代表示，该船搭载宁德时代船 用电池系统，验证了纯电技术在近海航区应用的可行性。"屿见 77"轮搭载的宁德时代船用电池系统， 采用了 CTP（无模组电池包）技术和一体化 CCS（高压充电系统）集成技术，实现电池包能量密度突 破 140Wh/kg。 该系统为"屿见 77"轮提供了 3918kWh 的配电量，纯电续航可达 100km，足以支持其连续运营 4 趟厦门 湾夜游航线。 记者查询获悉，时代电船成立于 2022 年 11 月。截至目前，宁德时代已为近 900 艘各类船舶提供动力解 决方案，在该领域的全球市占率约为 40%。 宁德时代电船应用场景从内湖、内河逐步走向沿海、近海，船型涵盖货船、景区游船、客船、公务船、 工作船、海洋工程船等，实现了高能量密度、高安全性、长寿命船用电池技术、电池 SOX AI 决策管理 技术、大功率岸端充电技术、多能源集成控制技术、高效能源管理技术、船-岸-云一体化智能协同技 术、故障可视化定位技术、运-管-维-保-培全生命周期管理技术等关键技术突破。 据智通财经报道，12 月 4 日，宁德时代船舶业务及"船-岸 ...

（赵晓鹏，赵学红，赵云仙） 下一步，该公司将锚定年度建设目标，凝聚各专业与施工方合力，坚持安全、质量、进度同抓共管，及 时协调解决工程堵点难点，确保所有配网项目安全高效推进，为迎峰度冬电力可靠供应和电网坚强升级 奠定坚实基础。 近日，国网晋中供电分公司全面部署配网工程建设工作，围绕年度目标任务，发起最后攻坚。 此次部署聚焦施工组织、安全管控和质量管理三大关键环节，凝聚青年骨干力量，推动配网工程安全高 效推进。在施工组织方面，该公司要求各施工方紧盯关键节点，严格执行倒排工期计划，配齐配足施工 资源;项目中心建立每日跟踪、每周协调机制，实时掌握工程进展，及时解决建设过程中遇到的困难， 确保工程按计划推进。在安全管控环节，要求安监部门加大现场巡查力度，严查"十干"等安全措施落实 情况;针对跨越施工、近电作业等高风险环节实施重点监管，坚决杜绝盲目赶工行为;通过持续开展"四不 两直"安全督查，严格考核问责，确保施工现场安全可控。在质量管理方面，要求调控中心青年骨干统 筹优化停电计划，最大限度减少重复停电;运检部门提前介入工程环节，严把设备入场关和验收关，加 强技术监督与后续运维衔接，确保工程"零缺陷"投运。 ...

Core Viewpoint - The company is enhancing service standards and employee discipline through the implementation of the "Ten Prohibitions" and "Ten Commitments" to improve customer service quality and accountability [1][2] Group 1: Employee Training and Discipline - The company organized retraining for all service personnel to reinforce the "Ten Prohibitions," which outline unacceptable behaviors such as shirking responsibilities, poor attitude, and illegal charges [1] - A special inspection mechanism has been established to ensure strict adherence to these disciplinary measures, with serious consequences for violations [1] Group 2: Service Commitments - The company has publicly announced "Ten Commitments" that detail service standards, including specific response times for power restoration, such as 45 minutes in urban areas and 90 minutes in rural areas [1] - Efforts to optimize service processes and promote online service channels are being implemented to ensure that commitments are met and customers feel the company's dedication to service [1] Group 3: Public Awareness and Supervision - The company is utilizing multiple channels, including service hall announcements and social media, to widely promote the "Ten Prohibitions" and "Ten Commitments," fostering a strong atmosphere of social supervision [2] - The principle that "service quality is determined by public opinion" is emphasized as the highest standard for measuring performance [2]