"3"日沟通，阳光透明，搭建客企"连心桥" "1"日受理，即时响应，按下服务"启动键" "1"代表"一个工作日受理"。过去，工单在内部流转的"隐形时间"是影响客户体验的第一道关卡。如 今，泾源县供电公司要求在接收到涉及电网配套工程的业扩工单后，必须在一个工作日内完成系统受 理、资料初审、工单内转等全部内部启动流程，并立即进行电网接入能力的初步评估。同时，向客户发 出"您的用电申请已正式受理"的首条通知，送上第一颗"定心丸"，彰显了供电服务的速度与决心。 "2"日协同，破除壁垒，打通内部"中梗阻" "2"代表"两个工作日联合勘察与流转"，这是整个工作法的攻坚环节。为解决"部门墙"难题，泾源县供 电公司建立了"即时联动"机制。在受理后，班所立即向营销部、发展部等部门发出《联合现场勘察申请 单》，并约定必须在两个工作日内共同完成现场勘察。勘察队伍在现场共同"会诊"，明确问题并形成初 步解决方案，实现"无缝流转"，确保配套工程项目申请"生得下来，走得出去"。这一举措将以往可能耗 时数日的内部协调流程大幅压缩，实现了内部运作效率的几何级提升。 近日，泾源县供电公司创新推行的"业扩报装'123'阳光六盘接力工作法"，以" ...

Core Viewpoint - The forklift industry in China is experiencing robust growth, with significant increases in both domestic and overseas sales, driven by improved competitiveness and demand in the global market [2][5]. Group 1: Forklift Sales Data - In October 2025, total forklift sales reached 114,300 units, marking a year-on-year increase of 15.9% [2]. - Domestic sales accounted for 70,400 units, up 16.2% year-on-year, while overseas sales were 43,900 units, also reflecting a 16.2% increase [2]. - Cumulative sales from January to October 2025 reached 1,220,700 units, a 14.2% increase year-on-year, with domestic sales at 767,800 units (up 13.4%) and export sales at 452,900 units (up 15.5%) [2]. Group 2: Market Trends and Economic Indicators - The growth in forklift sales is attributed to the correlation with the manufacturing and warehousing logistics sectors, as indicated by a 5.4% year-on-year increase in social logistics total in September 2025 [2]. - The manufacturing PMI new orders index was at 48.8 in October 2025, showing a slight decline, suggesting a mixed outlook for manufacturing activity [2]. - The government has projected a GDP growth of around 5% for the year, indicating a gradual improvement in macroeconomic conditions [2]. Group 3: Technological Advancements and Strategic Moves - Hangcha Group launched the X1 series humanoid robots at the Asia International Logistics Technology and Transportation Systems Exhibition, marking a shift towards intelligent logistics solutions [3]. - The company completed a significant order of 108 hydrogen fuel cell forklifts, enhancing its green technology offerings and contributing to low-carbon economic initiatives [4]. - JD Logistics announced plans to procure 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years, indicating a strong push towards automation in logistics [4]. Group 4: Investment Opportunities - The forklift sector has a wide range of applications and is less cyclical, closely linked to the manufacturing industry's performance [5]. - Domestic companies are accelerating their global expansion, establishing local production and service systems abroad, which is expected to enhance market penetration [5]. - Leading domestic forklift manufacturers are actively investing in intelligent logistics and robotics, potentially reshaping the competitive landscape of the logistics industry [5].

Group 1 - The core viewpoint of the news is the positive growth in the sales of excavators and loaders in the Chinese construction machinery industry, with significant year-on-year increases in both domestic and export markets [1][2][3] - In October 2025, a total of 18,096 excavators were sold, representing a year-on-year increase of 7.77%, with domestic sales of 8,468 units (up 2.44%) and export sales of 9,628 units (up 12.9%) [1][2] - For the period from January to October 2025, excavator sales reached 192,135 units, marking a 17% year-on-year increase, with domestic sales of 98,345 units (up 19.6%) and export sales of 93,790 units (up 14.4%) [1][2][3] Group 2 - In October 2025, a total of 10,673 loaders were sold, showing a year-on-year increase of 27.7%, with domestic sales of 5,372 units (up 33.2%) and export sales of 5,301 units (up 22.6%) [2] - For the period from January to October 2025, loader sales totaled 104,412 units, reflecting a year-on-year increase of 15.8% [2] - The export value of China's construction machinery and parts reached $38.64 billion from January to August 2025, representing an 11.4% year-on-year increase, with excavator exports increasing by 24.9% [3] Group 3 - The domestic excavator market is experiencing a strong recovery, with a notable increase in sales driven by government policies promoting urban renewal and infrastructure projects [3] - The global demand for excavators is also on the rise, with a 14.4% year-on-year increase in exports from January to October 2025, indicating sustained overseas demand [3] - The establishment of SANY's production base in South Africa and the launch of new compact electric equipment by Zoomlion highlight the ongoing globalization and innovation within the industry [4][5] Group 4 - The industry outlook remains positive, with expectations of continued recovery in the construction machinery sector due to large-scale equipment replacement policies and infrastructure projects [5] - Companies with strong brand recognition, comprehensive product matrices, and efficient cost management, such as SANY, Zoomlion, LiuGong, Shantui, and Hengli Hydraulic, are recommended for investment [5]

撰稿；邵华 辛玫 据悉，固原供电公司深入贯彻落实国网公司设备全过程贯通建设要求，聚焦330千伏及以上主变、断路 器、组合电器、电抗器四类核心主设备，构建"设备全寿命健康评价"体系，通过质量评价与经济寿命双 模融合、AI智能体策略生成、运检业务全流程嵌入，实现设备状态"精准评估—智能研判—闭环管控"， 推动设备运检作业从"经验驱动"向"数智驱动"转型。一是双模融合，构建设备健康"精准画像"。以设备 质量评价模型和经济寿命预测模型为核心，融合设备台账、在线监测、缺陷隐患、试验数据、生产成本 等全过程数据，构建设备健康指数与经济寿命曲线。二是AI智能体赋能，运检策略"一键生成"。依托光 明大模型+RAG检索增强技术，构建"运检策略知识库"与"技改大修研判"两大智能体。现场作业效率显 著提升。三是流程闭环嵌入，实现业务"无缝衔接"。健康评价结果深度嵌入PMS3.0业务流程，形成"监 测—分析—执行—反馈"闭环，推动评价结果落地。 近日，固原供电公司高效完成基于PMS3.0系统的宁夏设备全过程管理建设应用。 下一步，固原供电公司将持续深化设备画像与人工智能、数字孪生等技术融合，探索设备健康预测维 护、智能巡检、"技术+ ...

Core Viewpoint - The State Grid Dongtai Power Supply Company is conducting a comprehensive winter safety production inspection to effectively address seasonal risks and ensure the supply of materials during the cold season, thereby reinforcing safety measures for achieving annual production goals [1] Group 1: Safety Inspection Measures - The inspection adheres to the principle of "prevention first, source governance," focusing on both infrastructure and software management [1] - A thorough check of fire safety equipment, including fire hydrants and extinguishers, was conducted to ensure their effectiveness and proper functioning [1] - The inspection included verifying the condition of distribution boxes, sockets, and lighting circuits, as well as checking for any damage or exposed wiring [1] Group 2: Equipment and Maintenance - The company coordinated with maintenance units to service lighting facilities, video surveillance equipment, and electronic fences, ensuring their safety and operational readiness [1] - Charging areas for electric forklifts were inspected to prevent overloads that could lead to short circuits [1] Group 3: Training and Preparedness - Safety drills were organized for warehouse personnel, incorporating on-site Q&A and practical exercises to ensure that safety officers are proficient in using fire equipment and emergency response procedures [1] - The company emphasizes that winter safety management will continue to be a priority, with ongoing efforts to control potential hazards and secure the supply of electricity during winter [1]

Core Insights - The company has initiated a "morning self-study" training program to enhance employee professional skills and safety production standards since late October [1][2] - The training aims to create a strong learning atmosphere, transitioning from passive acceptance to proactive engagement in skill development [1] - The program focuses on core business needs, ensuring that training content is professional, precise, and practical [1] Training Implementation - The "morning self-study" sessions are held during a productive time before work, promoting daily learning and continuous practice [1] - The center has adopted innovative training methods to stimulate employee enthusiasm and initiative, including expert lectures, interactive discussions, and quizzes to assess learning outcomes [1] Progress and Future Plans - After one month of implementation, the training has resulted in a noticeable improvement in employee morale, skill levels, and work efficiency [2] - The center plans to summarize experiences from the training program and continuously optimize the content and format to establish a more scientific and sustainable mechanism [2]

Group 1 - The successful electrification of the 35 kV Jiangyu Bridge Line and Jiangxing Line marks the completion of the 35 kV I Line renovation project from Jiangtai to Xinglong and the capacity expansion of the Xinglong 35 kV substation, providing robust power support for local economic development and electricity demand [1] - The Xinglong substation is the only 35 kV power supply hub in the region, and its existing capacity of 2x10 MVA is insufficient to meet the growing electricity demand due to rapid local economic development [1] - The area surrounding Xinglong Township is a key agricultural region, and the increasing electricity demand is driven by the development of livestock farming and the meat industry [1] Group 2 - During the construction period, the company adhered to the principles of quality first, safety as the foundation, and progress as the guideline, ensuring efficient project execution through meticulous planning and resource allocation [2] - The company implemented strict safety production responsibilities and standardized operational procedures to ensure a safe and orderly construction process, overcoming challenges such as harsh weather and complex working conditions [2] - The project aims to significantly enhance the reliability and stability of the regional power grid, optimize clean energy transmission efficiency, and effectively meet the electricity needs for rural clean heating and industrial development [2]

Core Viewpoint - The National Space Administration of China has issued an action plan to promote the high-quality and safe development of commercial aerospace from 2025 to 2027, emphasizing the importance of commercial aerospace in the national aerospace strategy and its rapid growth in recent years [1] Group 1: Action Plan Overview - The action plan aims for a highly efficient and collaborative commercial aerospace ecosystem by 2027, with significant growth in industry scale, enhanced innovation, and improved governance capabilities [1] - It includes 22 key measures across five areas: enhancing innovation, efficient resource utilization, promoting industry growth, improving industry management services, and strengthening safety regulation [1][2] Group 2: Enhancing Innovation and Resource Utilization - Competitive access to national research projects will be opened to commercial aerospace entities, encouraging their participation in civil aerospace projects and major national initiatives [2] - The plan promotes the sharing of national research facilities and equipment with commercial aerospace entities, ensuring safety while increasing access to critical testing and validation resources [2] Group 3: Industry Growth and Management - The action plan encourages commercial aerospace companies to strengthen their positions in the aerospace supply chain, focusing on satellite and rocket manufacturing, application services, and operational capabilities [2] - It aims to accelerate the legislative process for national aerospace laws to clarify the role of commercial aerospace and ensure its sustainable development [2] Group 4: Safety Regulation - A comprehensive safety regulation system will be established, with clear responsibilities and effective measures to ensure long-term safety in commercial aerospace operations [3] - The plan includes the development of a safety regulation service platform for real-time risk assessment and information management related to commercial aerospace activities [3]

Core Viewpoint - The report indicates a significant acceleration in electricity production growth in October, with industrial power generation reaching 800.2 billion kilowatt-hours, a year-on-year increase of 7.9%, which is 6.4 percentage points higher than September's growth rate [1][2]. Electricity Generation - In October, the industrial thermal power generation turned from decline to growth, with a year-on-year increase of 7.3%, compared to a decline of 5.4% in September [2][3]. - Hydropower generation increased by 28.2%, but the growth rate slowed by 3.7 percentage points compared to September [2][3]. - Nuclear power generation grew by 4.2%, accelerating by 2.6 percentage points from September [2][3]. - Wind power generation saw a decline of 11.9%, with the decline rate expanding by 4.3 percentage points from September [2][3]. - Solar power generation increased by 5.9%, but the growth rate slowed by 15.2 percentage points compared to September [2][3]. Electricity Consumption - Total electricity consumption in October reached 857.2 billion kilowatt-hours, reflecting a year-on-year growth of 10.4% [2][3]. - From January to October, total electricity consumption accumulated to 8624.6 billion kilowatt-hours, with a year-on-year increase of 5.1% [2][3]. Sector Analysis - The first industry saw a significant increase in electricity consumption, with a year-on-year growth of 13.2%, amounting to 12 billion kilowatt-hours [3]. - The second industry consumed 568.8 billion kilowatt-hours, growing by 6.2%, with industrial electricity consumption increasing by 6.4% [3]. - The third industry experienced a growth of 17.1%, with notable increases in the charging and battery swapping services, as well as in information transmission, software, and IT services [3]. - Urban and rural residential electricity consumption reached 115.5 billion kilowatt-hours, showing a year-on-year increase of 23.9% [3]. Investment Recommendations - The industry shows steady growth in electricity demand across various sectors from January to October, with a positive shift in industrial thermal power generation [3]. - Companies to watch include Huadian International, Huaneng International, Guodian Power, and Datang Power in the thermal and renewable energy sectors; Huaneng Hydropower, Guotou Power, Chuan Investment Energy, and Yangtze Power in the hydropower sector; and China National Nuclear Power and China General Nuclear Power in the nuclear sector [3].

此次现场工作是中心"人人过关"行动的重要组成部分，也是中心青年计量检定队伍的最终考验，由4位 青年员工自主开展。本次现场工作紧密围绕青年员工作业现场"人人过关"的核心要求，内容包含安全操 作规程落实、互感器检测车使用及互感器校验规范等科目，是对中心青年计量检定队伍快速响应、协同 配合和应急处置能力的一次全面检验。 11月20日，国网浙江营销服务中心顺利完成浙能台二电厂关口互感器校验工作。 自"人人过关"行动开展以来，国网浙江营销服务中心通过实验室模拟和作业现场实操相结合的方式，设 置不同的互感器现场环境，让每位青年员工独立完成试验前的沟通协调、安措布置、设备接线、升流升 压和数据判断等环节，有效应对不同的现场安全风险点，熟练掌握互感器现场校验全流程，过关率达 100%。 下一步，国网浙江营销服务中心将进一步完善青年员工培养体系，通过定期组织安全学习、技能培训和 实操演练等活动，切实提升青年员工的专业素养与应急处理能力，持续打造一支专业本领突出、安全能 力过硬的青年队伍。 ...