在现场保电的13个关键部位，该公司安排两人一组全程值守，并组织43名国家电网甘肃 电力（麦积先锋）连心桥共产党员服务队队员，在涉及主会场供电的线路下方进行"一杆一 人"蹲点值守，严防发生外力突发故障，杜绝一切潜在隐患。这也是该公司连续13年开展党 员服务队"一杆一人"值守保电。 今年保电工作的装备配置水平得到进一步提升。该公司将原有的ATS（Automatic Transfer Switch）双电源自动切换柜升级改造为更加可靠的STS（Static Transfer Switch）双 电源静态切换柜，电源切换时间压缩至毫秒级。同时，在7个站房设备集成智能开关、便携 式监测终端、温湿度、水浸传感器，全景感知重要场所保电区域内所有供电设备，实现对保 供台区的透明化管理。 为向广大市民及游客提供便利服务，该公司还因地制宜设置了4个"连心桥·光明驿站"， 提供快捷充电、饮用水供给、医疗应急等暖心服务，用真心与温情架起服务群众的连心桥。 国网天水供电公司员工检查STS双电源切换柜接线情况。贾一凡 摄 6月21日上午，2025（乙巳）年公祭中华人文始祖伏羲大典在天水市隆重举行。国网甘 肃省电力公司全面落实伏羲大典保电要求 ...

以重要论述铸魂，扛牢第一责任人政治担当 作为支撑酒泉千万千瓦级新能源基地的骨干电网企业，我们清醒认识到：安全是发展的 前提，更是国家战略的基石。公司党委将通过"班子领学+全员践学""案例剖析+专题研讨"， 深刻把握"统筹发展和安全"的治国方略在能源领域的实践要求。我深切体悟到，作为安全生 产第一责任人，必须胸怀"国之大者"，把保护人民生命安全和保障国家能源安全作为最高准 则，坚决破除"重发展轻安全"的思维惯性，以"万无一失"的标准守住"一失万无"的底线，将 安全责任压实到每个岗位、穿透至基层末梢。 ▲5月28日，中国绿发金塔多能互补基地项目10万千瓦光热电站顺利并网，该项目是国 家第二批"沙戈荒"基地中唯一的"光热+"试点示范项目。王娜/摄 图为国网酒泉供电公司输电运检工作人员邓文龙，肖红佳在330千伏31472玉清I线开展 更换绝缘子工作，有效夯实设备本质安全，为新能源外送提供坚实支撑。王娜/摄 以警示教育醒脑，树牢全员安全文化自觉 我们以事故为镜鉴，创新构建"三维立体"警示教育体系。强化政治警示，深挖事故隐患 背后的政治站位偏差、责任落实缺位问题，开展"安全为了谁"大反思；深化技术警示，运用 VR技术还原 ...

Core Viewpoint - The article highlights the efforts of the State Grid Qinyang Power Supply Company in ensuring reliable electricity supply during the critical summer harvest season, emphasizing their innovative services and commitment to supporting local farmers [1][3][7]. Group 1: Electricity Supply and Support - The company has initiated a "Three Summer" power supply acceleration program to ensure uninterrupted electricity during the summer harvest, forming service teams to conduct thorough inspections of agricultural power lines [3][5]. - The average wheat yield has surpassed 400 kilograms per mu this year, showcasing the positive impact of the company's reliable electricity supply on agricultural productivity [3]. Group 2: Innovative Services - The company has launched a "No Need to Leave the Village" service system, establishing power stations in towns and providing on-site services through a team of "electricity managers" [5]. - The processing time for temporary electricity applications has been reduced to within 24 hours, and online services via the "State Grid" app have been promoted to streamline operations for farmers [5]. Group 3: Safety Measures - To enhance safety around agricultural machinery and electrical facilities, the company has implemented a dual insurance mechanism combining technical and human safety measures, including the installation of warning poles and reflective signs [5]. - Safety education initiatives have been organized, including the distribution of informative materials and on-site teaching to raise awareness among farmers [5][7]. Group 4: Future Plans - The company plans to monitor electricity demand dynamically in response to weather changes, simplify electricity application processes, and enhance safety awareness to ensure stable power supply for rural revitalization [7].

Core Viewpoint - The introduction of settlement insurance by State Grid Shanxi Material Company significantly alleviates financial pressure on small and medium-sized enterprises (SMEs) by allowing them to receive substantial payments earlier with minimal insurance investment [1][2]. Group 1: Financial Innovation and Services - State Grid Shanxi Material Company launched a settlement insurance service aimed at enhancing financial support for SMEs, responding to the call for service month activities [1]. - The insurance service features "small investment, large early payment," which is designed to ease the financial burden on SMEs and promote their healthy development [1]. - The company conducted a targeted survey on insurance needs among over 250 suppliers to better understand their financial challenges and the effectiveness of the settlement insurance [1]. Group 2: Implementation and Impact - As of now, 12 suppliers have successfully processed 165 settlement insurance policies, demonstrating the service's effectiveness in reducing costs and enhancing efficiency for businesses [2]. - The company plans to continue leveraging the efforts of its service teams to optimize service processes and expand the coverage of settlement insurance, ensuring more SMEs benefit from financial innovations [2].

Core Viewpoint - The article highlights the innovative power supply assurance strategy implemented by State Grid Tianshui Power Supply Company during the national cultural ceremony, showcasing advancements in technology and a comprehensive power supply system [1][3]. Group 1: Technological Innovations - The most significant technological breakthrough is the large-scale application of Static Transfer Switch (STS) devices, which achieve a switching speed of 15 milliseconds, providing a 20-fold efficiency improvement over traditional Automatic Transfer Switch (ATS) devices that switch in seconds [3]. - The deployment of STS devices expanded from a single unit last year to multiple units covering five core areas, creating a redundant network for rapid power switching [3]. - A modular design of the new UPS mobile uninterruptible power supply system offers "zero-second" continuous power supply for critical loads such as lighting and broadcasting equipment [3][5]. Group 2: Monitoring and Response Systems - An IoT-based intelligent monitoring platform acted as a "power sentinel," scanning seven monitoring points at a frequency of ten times per second, triggering alarms for temperature thresholds or partial discharge events [4]. - The emergency response process can be compressed to under three minutes, allowing for early diagnosis of potential issues, akin to equipping power devices with a CT scanner [5]. - The new power supply assurance system has been operational for 96 hours, successfully handling one early warning event, and demonstrated a switching speed of 13.8 milliseconds during a simulated main power interruption [5]. Group 3: Future Applications - The technologies used in this power supply assurance, such as STS and intelligent fusion terminals, will be standardized and promoted for other major event power supply scenarios, creating a replicable and iterative technical solution library [5].

Core Viewpoint - The State Grid Xinzhou Power Supply Company is transforming its material management from traditional operations to a smart and lean approach through the construction of a "green modern intelligent supply chain" [1] Group 1: Smart Warehouse and Inventory Management - The company has upgraded its warehouse with features such as automatic RFID scanning, intelligent robots for material handling, and advanced scanning technologies for precise location tracking [1][3] - Inventory efficiency has improved by over 200% due to the implementation of an integrated information scheduling module and automation in loading, inventory counting, real-time sensing, and sealing [3] - The "one map of physical resources" initiative connects production warehouses and emergency materials across 14 counties to an online platform, providing clear visibility of inventory status and turnover data [3] Group 2: Emergency Material Allocation and Control - The new system allows for automatic matching of emergency material inventory, enabling quick cross-county allocation with a single click, significantly streamlining the process [5] - The platform has established a standardized operation for inventory management, including assessment, allocation, consumption tracking, and control of inventory growth [5] Group 3: Integration with Project Management - Material control is integrated throughout the entire process of power grid construction, utilizing big data analysis for monitoring and statistical reporting of material usage, contract signing, and inventory management [7] - The company's material arrival and accounting rate has increased from 82.8% to 95%, significantly enhancing key performance indicators such as investment plan completion and project accounting completion rates [7]

Core Insights - The company is enhancing its "power supply + energy efficiency services" to optimize the business environment, exemplified by tailored energy-saving plans for clients [1][2] - A new "smart electricity fee management" service system has been established, providing dynamic monitoring and intelligent analysis of energy consumption for key enterprises [2] - The company aims to deepen data sharing between government and enterprises, leveraging new power system construction to offer diversified services that support high-quality economic development [4] Group 1 - The company conducted a service visit to a cement company, analyzing over 30 data points related to electricity usage, identifying inefficiencies, and providing actionable recommendations that could save the company 120,000 yuan per month [1] - The service team utilizes a "1+N" monitoring analysis system to ensure effective policy execution and provide customized solutions for major industrial enterprises [2] - The company emphasizes a face-to-face service model to better understand enterprise electricity needs and deliver targeted support [2] Group 2 - The company is committed to continuous improvement in energy efficiency services, aiming to assist the real economy in achieving high-quality growth [4]

港口库存小幅下降，产地煤价再次强势反弹。本周，产地动力煤价格再次强势反弹，监 管趋严导致供给量有一定缩减，随着供需关系的逐步改善，价格有望止跌企稳。 焦煤价格一降再降，焦钢总库存继续走低。本周，炼焦煤市场价格继续下降，焦炭第四 轮提降开启，市场观望情绪浓厚，下游多以维持刚需为主，预计焦煤市场将延续偏弱走势。 权益市场以跌为主，煤炭板块稍不及指数。本周，央行开展买断式逆回购操作，10天累 计投放1.4万亿元，缓解市场资金压力，以色列与伊朗冲突升级，推升国际油价和金价，能 源板块表现较为突出，但对权益市场的整体情绪产生一定压制。整体看，只有银行、通信、 电子行业上涨，市场平均成交额1.2万亿元，市场情绪回落，煤炭行业稍不及大盘指数。 综合上述分析，动力煤方面，监管趋严，供给量有一定缩减，叠加高温天增多，电厂日 耗有望逐渐提升，随着供需关系的逐步改善，价格有望止跌企稳，但在高库存的制约下，预 计价格以弱稳运行为主。炼焦煤方面，焦炭第四轮提降开启，市场观望情绪浓厚，下游多以 维持刚需为主，由于煤价重心逐步下移、库存处于低位，预计焦煤市场将延续偏弱走势，价 格降幅有望收窄。二级市场方面，央行开展4000亿元买断式逆回购 ...

6月20日，华为开发者大会开幕，华为常务董事、华为云计算CEO张平安发布了 CloudRobo具身智能平台，他强调，华为云不做机器人本体，把机器人本体交给伙伴，华为 云的目标是让一切联网的机器本体都成为具身智能机器人。CloudRobo具身智能平台基于盘 古大模型的多模态能力及思维能力，整合了数据合成、数据标注、模型开发、仿真验证、云 边协同部署以及安全监管等端到端能力，能提供具身多模态生成大模型（构建数字孪生世 界，80%训练数据自动生成）、具身规划大模型（即大脑，支持10步以上复杂任务规划）、 具身执行大模型（即小脑，毫米级精准控制，已覆盖工业场景）三大核心模型，加速具身智 能创新。同时，面对具身智能领域机器人品类多、传感器类型多、接口协议多等挑战，华为 云提出了机器人到云的联接协议R2C（Robot to Cloud），与机器人伙伴、行业组织共同打造 R2C开放协议，让更多的机器人本体能够高效安全低成本地获得云上智能。我们认为，华为 有望凭借其强大的技术实力和产业链整合能力，推动人形机器人技术不断创新和进步，加速 人形机器人产业化落地。 以下为研究报告摘要： 报告摘要 行情回顾 本期（6月16日-6月2 ...

Group 1 - The core focus of the petrochemical sector is currently on crude oil prices, which are influenced by geopolitical factors, including U.S. military actions in Iran and negotiations regarding the Strait of Hormuz [2][3] - This week, the Shenyin Wanguo first-level industry index for the petrochemical sector performed relatively well, closing at 2248.68 points, a decrease of 1.03% compared to last week [2][3] - The oilfield services sector showed the best performance within the petrochemical industry this week, with a price increase of 4.53% [2][3] Group 2 - Crude oil prices increased this week, with a decrease in U.S. crude oil inventories and an increase in refined oil inventories [3] - In the polyester segment, the price of polyester filament rose, leading to an expansion in price differentials, while the inventory days for polyester filament in Jiangsu and Zhejiang decreased, and the operating rate of weaving machines declined [3] - For olefins, the spot prices of sample polyolefins remained stable, with a decrease in inventory during the week [4]