Group 1 - The lithium battery index has increased by 3.80% in the last two weeks, outperforming the CSI 300 index by 2.42 percentage points as of June 26, 2025 [1][2] - The lithium battery index has accumulated a rise of 4.25% this month, surpassing the CSI 300 index by 1.50 percentage points [1][2] - Year-to-date, the lithium battery index has grown by 1.35%, outpacing the CSI 300 index by 1.06 percentage points [1][2] Group 2 - As of June 26, 2025, the average price of battery-grade lithium carbonate is 61,600 CNY/ton, showing a decrease of 0.16% over the past two weeks [3] - The price of lithium hydroxide (LiOH 56.5%) is 63,900 CNY/ton, down by 3.62% in the same period [3] - Prices for cathode materials such as lithium iron phosphate remain stable at 30,300 CNY/ton, while NCM523, NCM622, and NCM811 are priced at 112,500 CNY/ton, 121,000 CNY/ton, and 145,500 CNY/ton respectively [3] Group 3 - Solid-state battery technology is gaining traction, with multiple companies announcing advancements in this area [4] - The industrialization of solid-state batteries is accelerating, leading to structural demand for materials and equipment upgrades [4] - The government’s policies, including the "old-for-new" subsidy program, are expected to boost demand in the electric vehicle market, contributing to rapid sales growth [4] Group 4 - The overall demand and production of lithium batteries continue to grow rapidly, with the industry supply-demand relationship gradually improving [5] - The utilization rate of quality production capacity is expected to increase, leading to marginal improvements in industry profitability [5] - Key companies to watch include CATL, Kodali, Enjie, Tena Technology, and Naconor [5]

"夏至"时节，灼灼烈日炙烤着广袤大地，集团公司新能源项目建设现场"热"情似火，各大工地机械轰鸣、人影攒动，大家以奋斗为 笔、以汗水为墨，书写着实干担当的"新"答卷。 达茂20万千瓦风电项目现场施工繁忙有序。项目部科学制定施工计划，明确关键节点与任务时间，强化现场统筹协调，合理配置人 员设备，优化工艺提升效率。与设计、总包、监理、施工等单位建立定期会商机制，及时破解技术难题。截至目前，风机基础浇筑完成 11台，占比55%；综合楼浇筑完成70%，附属用房进行一层钢筋绑扎，设备区事故油池、架构等基础浇筑全部完成；升压站电气设备区 主变、SVG、独立避雷针安装完成100%，GIS预制舱舱体已就位，35kV预制舱及设备安装完成70%，风机设备正在组织交付。 锡林郭勒中心 蒙中中心 东苏特高压外送新能源三期基地32万千瓦风储项目各项工程全面推进：临建工程全部完工；道路整平、碎石填筑完成，现已进入维 护阶段；升压站围墙砌筑完成，柱体浇筑36%；服务楼基础施工完成，地圈梁钢筋绑扎完成20%；SVG基础钢筋绑扎完成60%。风机基础 主体施工全部完成，二次灌浆完成24基，观测墩完成32基。 赤峰中心 d 7 8 1 e 0 t ...

Group 1 - The construction of the Jinshan Phase III project is progressing rapidly, with nearly 3,000 workers on site and significant equipment installation underway [4][8] - The project aims to achieve the goal of commissioning two units by the end of the year, with a focus on accelerating construction and ensuring safety management [4][8] - As of now, 20 milestone nodes have been completed, with 12 ahead of schedule, and overall progress is at 70%, entering the installation and debugging phase [8] Group 2 - The construction of the Zhunda Phase II project is characterized by meticulous management, with over 2,000 workers engaged in various tasks, including the precise installation of turbine generator bases [11][14] - A 24-hour coordination mechanism has been established among participating units to address design conflicts and ensure timely equipment delivery, achieving a 98% completion rate for design drawings [14] - Currently, the installation progress for the turbine generator body is at 10% for Unit 1 and 5% for Unit 2, with significant advancements in boiler and auxiliary systems [14] Group 3 - The construction of the Jinshan Phase IV project is utilizing advanced modular construction techniques to streamline operations and improve efficiency [16] - The Baotou Xiguitu power project is focused on building a first-class demonstration project, with 50% completion of the main plant foundation and 70% completion of ground treatment [19]

不忘初心跟党走，砥砺奋进迎"七一"。 6月25日，在中国共产党成立104周年之际，国网辽宁沈阳供电公司组织国网康平县供电公司青年员工代表，来到康平县沙金乡，专程 探望慰问94岁高龄的抗美援朝老战士王安，开展了一场生动的"沉浸式"红色教育。 国网沈阳市康平县供电公司青年员工到抗美援朝老战士王安家中，聆听革命先辈讲述当年的故事，接受红色教育。康陆洋/摄 王安16岁投身朝鲜战场作战，任38军汽车团警卫员，先后参加过飞兵三所里和机断龙源里等多次重要战役，退伍后在康平县沙金乡从 事文化工作，为康平县文艺事业建设作出了积极贡献，是见证新中国从站起来到富起来、强起来的"活化石"。 "正是因为有这些革命前辈流血流汗、不怕牺牲，才有了我们今天的幸福生活。"青年员工高诗萌深有感触地说。 随后，慰问组还对老人家中的电路进行了全面细致地排查，从线路的老化程度到插座的安全性能，从开关的灵敏度到漏电保护装置的 有效性，一一进行了严格测试，确保老人用电环境安全可靠。 看着电网青年们忙碌的身影，王安说："感谢孩子们来陪我唠嗑，还帮我解决用电问题，你们真是新时代的'电雷锋'啊。" "党是照亮前路的光，家乡是心底的根。"临别之际，王安饱含深情地 ...

Core Viewpoint - The article highlights the modernization and efficiency improvements in the plum industry in Yunyang County, facilitated by reliable electricity supply and advanced transportation methods such as drones and monorail systems [1][7]. Group 1: Industry Modernization - The plum planting area in Mudixi Town spans over 3,000 acres, with a significant harvest expected this summer [1]. - The introduction of a 3.5-kilometer monorail system has reduced labor costs by approximately 20,000 yuan annually, enhancing transportation efficiency [3]. - Drone transportation has proven to be three times more efficient than manual labor, with a daily capacity of up to 15 tons, minimizing fruit damage [3][5]. Group 2: Electricity Supply and Support - The State Grid Yunyang Power Supply Company has proactively ensured reliable electricity supply for the plum industry, conducting thorough inspections of power systems related to production [1][7]. - A dedicated service team has been established to address the specific electricity needs of the plum industry, implementing a one-on-one tracking service mechanism [7][9]. - The company has planned to upgrade transformer capacity from 50 kVA to 200 kVA to support new plum drying facilities, ensuring timely operation during peak processing seasons [8]. Group 3: Future Outlook - By 2025, the annual plum production in Mudixi Town is projected to exceed 3,000 tons, generating an estimated output value of around 6 million yuan [9]. - The State Grid Yunyang Power Supply Company aims to continue enhancing its services to support the full electrification of the plum industry, from harvesting to processing [9].

Core Insights - The Chengdu Qionglai 500 kV substation has successfully commenced operation, marking the second 500 kV substation launched in Sichuan's power grid in June, following the Meishan West substation earlier in the month [1] - The new substation enhances the power supply capacity for the Chengdu area, supporting the upcoming Chengdu World Games and the peak summer demand [1] - The project has added 2.4 million kVA of transformer capacity, significantly improving the power supply for the southwestern region of Chengdu [1] Group 1 - The Chengdu Qionglai substation is part of the "three centers and one base" core functional positioning for Chengdu, reinforcing regional energy support and contributing to the high-quality development of the Chengdu-Chongqing economic circle [2] - The construction faced challenges due to complex terrain, requiring the crossing of railways, highways, and existing power lines, which complicated the project execution [2] - The project team utilized new technologies and optimized construction plans to complete 160 kilometers of transmission lines within a tight timeframe of 9 months [2] Group 2 - The collaboration between the State Grid Chengdu Power Supply Company and local government facilitated the project, establishing a coordination mechanism to ensure timely delivery of site and infrastructure [2] - A "real-time acceptance" model was implemented during the construction phase, with over 30 technical experts monitoring critical installation processes to ensure high-quality outcomes [2] - The successful operation of the substation and transmission lines is expected to significantly enhance the overall capacity of the Chengdu power grid [2]

"'心有所戒，方能行有所界'，无论在什么位置，都要讲纪律，守规矩。"国网甘肃电科院纪委书记日前 在四级领导人员任前廉洁谈话时说。 近年来,越来越多的年轻干部通过岗位竞聘等方式在该院走上领导岗位，他们有着较高的学历、专业的 知识技能、创新的思维和敢打敢拼的冲劲，许多人成为了各条战线上的骨干力量。该院把加强对年轻干 部的教育管理监督作为重要工作内容，通过严把入口、教育、监督"三关"，将年轻干部的管理监督'关 口前移'，严管厚爱年轻干部，助力年轻干部健康成长。 严管厚爱年轻干部，就要全过程坚守"教育关"。该院纪委针对新提拔的领导干部，量身定制"任前廉政 套餐"，即通过学习纪法知识、廉政谈话、廉政法规知识测试、观看警示教育片、签订廉政承诺书、建 立廉政档案等方式，增强党员领导干部底线思维和廉政意识，锤炼严细深实的工作作风,提升防腐拒变 能力。 严管厚爱年轻干部，必须把好"监督关"。该院对于出现苗头性、倾向性问题的年轻干部，及时咬耳扯 袖、红脸出汗，并督促分管领导加强教育,最大限度预防和遏制年轻干部违纪违法行为的发生。 今年以来,该院通过"面对面、实打实"的约谈提醒,帮助年轻干部找出问题、分析原因，督促其正确认识 问题 ...

Group 1 - The core viewpoint of the articles emphasizes the importance of strengthening the discipline inspection work within the State Grid Gansu Electric Power Research Institute through a "three modernization" initiative, focusing on organizational and institutional development [1][2] Group 2 - The company is enhancing team building by establishing a two-level management structure for discipline inspection, clarifying the roles and responsibilities of discipline inspection committee members, and creating a coordinated supervision network [1] - The company is improving governance capabilities by revising the "Daily Supervision Management Measures" to address institutional shortcomings and integrating discipline inspection work with the core operations of the research institute [1] - The company is conducting in-depth field visits and research to identify and address integrity risks and project construction issues, aiming to eliminate obstacles to enterprise development [2] - The company plans to continue aligning its discipline inspection work with the implementation of the central eight regulations, focusing on improving the quality and effectiveness of its work [2]

6月26日清晨，当第一缕阳光刚刚唤醒吉州窑千年古窑沉寂的轮廓，国网江西电力（吉安县）井冈先锋 共产党员服务队鲜红的旗帜已迎风展开。队员们身着整齐工装，肩背工具包，如一支红色溪流汇入吉窑 景区。他们此行不为访古，只为守护这千年窑火在现代电力映照下焕发的生机，以一次扎实的"电力义 诊"专项服务，践行"人民电业为人民"的无声誓言。 此次"电力义诊"专项服务，国网江西电力（吉安县）井冈先锋共产党员服务队共为景区30余家商户排查 出用电隐患6处，并全部现场整改完毕，发放安全用电宣传手册200余份，解答群众用电咨询50余人次。 通过此次活动，不仅有效提升了景区的用电安全水平，更用实际行动架起了党联系群众的"连心桥"，让 群众真切感受到了电力人的温暖与担当。（屈小花） 随后，党员服务队分成几个小组，深入景区各个角落，对商户的配电箱、线路、开关插座等用电设备进 行全面"体检"。在一家餐饮店内，党员服务队队员曾嘉华发现店内线路存在老化现象。他立即叫来店主 刘女士，指着问题线路说道："刘大姐，这部分线路、插座老化，接头氧化，容易引发短路，甚至火 灾，得赶紧整改。"刘女士有些着急："这可怎么办，我也不懂这些呀。"曾嘉华安慰道："您 ...

公司党委以"关键少数"示范带动"绝大多数"，通过党委理论学习中心组学习、读书班、"三会一课"等形 式，原原本本学习《习近平关于加强党的作风建设论述摘编》及中央八项规定及其实施细则精神。针对 基层一线党员，公司编发分类学习指导手册，结合供电服务实际开展案例教学，确保学习入脑入心。同 时，依托"学习强国""国资e学"等平台，打造线上线下融合学习体系。 作风建设成效最终体现在服务群众上。针对汾阳市分布式光伏发电项目激增需求，开通"绿色通道"，简 化并网流程，在迎峰度夏期间，组建党员突击队，24小时值守保电，确保高考、中考等重要时段"零停 电"。 国网汾阳市供电公司负责人表示："作风建设永远在路上。我们将以此次学习教育为契机，持续纠治'四 风'顽疾，以过硬作风护航电网安全、服务民生用电，为汾阳市高质量发展提供坚强电力保障。" 下一步，公司计划将作风建设与数字化转型、优化营商环境等重点工作深度融合，推动学习教育成果转 化为服务效能，以"电亮汾州"品牌建设检验作风建设成效。（马钰） 公司聚焦形式主义、官僚主义及享乐主义、奢靡之风两大类问题，开展"地毯式"排查。领导班子带头深 入基层供电所、服务窗口调研，梳理出"文山会海反 ...