"进入冬季，各单位要严查劳动纪律和标准化作业，确保安全是做好能源保供的关键。"6日产业生产晨 会上，该产业党委委员、副总经理李颂东说。该产业深刻认识到，极端天气下，人员的技能水平和安全 意识直接关系到保供大局。为此，在狠抓设备管理的同时，重点强化对运行、检修人员的标准化操作监 督与考核，尤其针对冬季低温天气下可能出现的操作难点、风险点，如设备启停、事故处理等环节，通 过现场考问、模拟演练等方式，检验和巩固人员对冬季操作要点的掌握情况，确保每一位一线员工都能 熟练掌握应急预案，操作精准、无误，从源头上杜绝因人为操作失误导致的运行风险。 "做好今冬首场降雪降温天气是我们能否做好整个冬季能源保供工作的关键，基础打好了，后续的工作 才能平稳有序的开展。"该产业党委书记徐海军在月度生产例会上做出动员。该产业将继续严阵以待， 密切关注天气变化，持续做好后续低温雨雪天气的应对工作，用实际行动践行保障能源供应的社会责 任，守护千家万户的温暖与光明。（王龙 张竹梅） 近日，气温持续降低，最低温度达到冰点以下，加速进入"速冻"模式。面对首轮低温雨雪考验，中新建 电力集团天富能源发电产业以"寒"为令，闻讯而动，全力确保电能、热能安 ...

为切实保障校园师生用电安全，11月20日，国网邯郸市永年区供电公司党员服务队和青年突击队对校园 开展用电安全专项检查。本次检查聚焦校园供电设施隐患排查、安全用电指导及宣传教育，全面摸清校 园用电安全现状，有效化解潜在风险。队员们重点对学校教学楼、宿舍楼、食堂等关键区域的配电设 施、供电线路、开关插座及采暖设备进行全面排查。针对冬季用电负荷攀升的特点，仔细检测配电柜运 行参数、线路绝缘情况，逐一核查空调、电暖器等采暖设备的接线规范性与安全防护措施，对发现的线 路老化、插座松动等隐患建立台账并现场整改，同时向学校后勤管理人员讲解电气设备日常维护要点与 应急处置流程。 截至目前，该公司已完成辖区内12所学校的检查，消除安全隐患18处，发放安全宣传资料1000余份。下 一步，永年公司将持续关注校园用电需求，建立常态化安全用电巡检机制，定期开展设备维护与安全宣 传，以可靠的电力保障和优质的供电服务，为广大师生营造安全、温暖、舒心的学习生活环境。（曹艳 张瑞平） "冬季是用电采暖高峰期，设备长时间运行容易引发安全风险，这次检查太及时了！"永年育英学校负责 人对供电公司的主动服务表示感谢。 ...

随着气温逐渐降低，迎峰度冬保供工作已全面进入"战时状态"。为切实保障辖区居民温暖过冬和企业生 产稳定用电，国网邯郸市永年区供电公司以"保供电、保民生、保发展"为核心，聚焦变电站建设关键环 节，组建专项攻坚队伍，倒排工期、挂图作战，全力推进魏庄变电站新建工程，用实干与担当为冬季电 力供应筑牢"铜墙铁壁"。 下一步，永年公司将持续紧盯工程进度，严把质量关、安全关，确保工程按时投运。同时进一步加强电 网运行监测和负荷预测，做好应急保电准备，全力守护冬季电力供应"生命线"，让群众用上"暖心电"、 企业用上"安心电"。（曹艳 刘昂） 据悉，魏庄变电站作为辖区重要的电力枢纽，承担着周边3个乡镇、20余个行政村及15家重点工业企业 的供电任务。随着近年来居民用电需求持续增长和地方产业发展提速，原有供电容量已难以满足冬季高 峰用电需求。为破解这一难题，县供电公司将该变电站新建工程列为年度重点民生项目，从规划设计、 物资调配到施工建设全程提速，确保工程早建成、早投运、早见效。在施工现场，机器轰鸣、人声鼎 沸，一派热火朝天的攻坚景象。"目前我们正全力推进主变安装和母线调试工作，全体施工人员24小时 轮班作业，确保12月完成全部建 ...

碧水潺潺，绿意盎然，为进一步保护生态环境，共建美丽家园，近日，邯郸市永年区供电公司积极组织 工作人员，在滏阳河两岸开展了"清理河道垃圾，守护绿水青山"的专项活动。 此次活动，将生态保护与用电安全宣传相结合，展现了供电企业的社会责任与担当。下一步，永年公司 将继续致力于服务地方发展与民生保障，与广大居民携手，共同守护好滏阳河的生态环境，筑牢安全用 电的坚固防线，为营造安全、和谐、美丽的家园贡献力量。（曹艳 冯瑞雪） 活动中，供电员工们手持工具，沿着河岸认真清理被丢弃的塑料袋、包装盒、废旧杂物等，不放过任何 一个卫生死角。他们用辛勤的汗水，换来了河岸环境的显著改善，以实际行动践行"绿水青山就是金山 银山"的发展理念，呼吁沿岸居民共同爱护母亲河，不乱丢垃圾，让滏阳河水更清、岸更绿、景更美。 在清理环境的同时，供电公司员工们向沿岸居民和过往行人发放了精心准备的《安全用电须知》宣传 册，将安全用电知识送到了群众身边，并结合生活实际，耐心细致地讲解家庭安全用电、节约用电常 识，以及户外垂钓防触电、雷雨天气用电注意事项等关键知识。提醒大家，要时刻警惕电力风险，不私 拉乱接电线，不使用破损电器，远离高压线路，确保人身与电网安 ...

Core Points - The company is actively conducting safety inspections for electric heating customers as the demand for electricity increases with the drop in temperature [1][2] - Staff members are performing thorough checks on indoor electrical wiring, leakage protectors, and heating equipment to prevent electrical fires and faults [1] - The company is utilizing advanced technologies such as drone inspections and infrared temperature measurements to ensure the reliability of power supply networks [1] - A collaborative service network has been established with local communities to ensure that vulnerable groups receive adequate support and services [1] Summary by Sections - **Safety Inspections**: The company is visiting households to check electrical systems and ensure safe usage of electric heating devices as winter approaches [1] - **Preventive Measures**: Staff are identifying and rectifying potential hazards like aging insulation and overloaded sockets to mitigate risks [1] - **Technological Enhancements**: The company employs modern technologies for monitoring and inspecting critical power supply lines to detect and address potential issues swiftly [1] - **Community Engagement**: A system for sharing information with local communities has been set up to track and support vulnerable populations effectively [1]

Core Viewpoint - The report highlights the increasing demand for biodiesel driven by terminal demand growth and regulatory changes, particularly in the context of the EU's RED III implementation and domestic initiatives in China [2][4]. Group 1: Biodiesel Price Trends - As of November 19, the FOB prices for China's first and second generation biodiesel are $1,165 and $1,900 per ton, reflecting increases of 11% and 24% respectively since the beginning of 2025 [2][3]. - The steady growth in biodiesel prices since 2025 is attributed to rising terminal demand [2]. Group 2: Domestic and International Demand Drivers - The first domestic B5 biodiesel injection for internal trade was completed, marking a significant step in the domestic biodiesel market [3]. - The implementation of the "IMO net-zero framework" is expected to increase the demand for biodiesel in both domestic and international shipping [3]. - In 2024, China's internal trade ship fuel consumption is projected to be 4.48 million tons, indicating substantial potential for biodiesel substitution in the future [3]. Group 3: EU Regulatory Impact - The RED III legislation, effective from 2026, raises the renewable energy consumption target from 32% to at least 42.5%, and the renewable energy target in the transport sector from 14% to 29% [4]. - The removal of the double carbon reduction policy for used cooking oil (UCO) is expected to significantly boost the demand for biodiesel and UCO, potentially doubling the demand [4]. - It is estimated that the demand for biodiesel produced from UCO in the EU will increase by at least 400,000 tons following the RED III implementation [4]. Group 4: Beneficiary Companies - Companies such as卓越新能, 海新能科, 嘉澳环保, and 山高环能 are identified as potential beneficiaries of the growing biodiesel market [5].

11月18日至20日，第十五届高工锂电年会暨十五周年庆典在深圳盛大启幕。 这场锂电产业年度盛会，汇聚了产业链上下游企业、科研机构及行业专家，共 同探寻新周期下锂电产业的高质量发展路径。 此次，宇电温控科技冠名活动"新周期供应链新生态"专场，并发表主题演讲"基于精密温控技术的锂电节能增效路径研究"，同时，基于在锂电行业的卓越表 现和技术创新，宇电荣获"高工金球奖·年度先锋奖"。 主题演讲 新周期下温控技术升级的产业价值 11月19日上午，"新周期供应链新生态"专场顺利举行，宇电董事长助理田龙发表主题演讲，深入剖析了精密温控技术在锂电池生产过程中的关键作用，分享 了其在各类锂电工况下实现精准控温的创新解决方案，为锂电行业提供了切实可行的节能增效路径。 宇电温控科技董事长助理田龙 田龙系统剖析了当前行业面临的四大核心痛点： 温控稳定性不足、精度不够高、能耗控制不及预期、安全耐用性待提升。针对这些挑战，他重点分享了 宇 电自研的APID自整定自适应技术，该技术具备三大核心优势：自动识别场景变化，具备 PID参数容错功能，能应对多种复杂工况，确保控制精确稳定； AAT先进快速自整定功能，大幅节省调试时间，无需传统来回振 ...

Market Performance - The basic chemical index increased by 2.61% from November 8 to November 14, outperforming the CSI 300 index, which decreased by 1.08%, by 3.69 percentage points [1][2] - The top-performing sub-industries in the basic chemical sector included spandex (7.69%), fluorochemicals (7.55%), polyester (5.21%), other chemical raw materials (4.80%), and soda ash (4.56%) [1][2] Chemical Price Trends - The top five products with the highest weekly price increases were sulfuric acid (15.45%), R134a (13.21%), liquid ammonia (10.64%), coal tar (10.23%), and sulfur (8.96%) [3] - The top five products with the largest weekly price declines included liquid chlorine (-50.00%), international butadiene (-7.91%), hydrochloric acid (Shandong) (-7.69%), CPP (composite film) (-4.65%), and vinyl acetate (-3.91%) [3] Industry Developments - The silicone industry is undergoing self-regulation, with a meeting held on November 12 where mainstream manufacturers in Shandong raised their prices to 12,500 yuan/ton, with expectations of a 30% production cut discussed in a follow-up meeting on November 18 [4] - R134a prices have been adjusted upwards, with major manufacturers in East and South China raising their prices to 60,000 yuan/ton, reflecting strong market expectations for downstream applications such as automotive air conditioning and data center cooling [4] Investment Recommendations - Current investment focus includes the refrigerant sector, with recommendations for companies like Jinshi Resources, Juhua Co., Sanmei Co., and Yonghe Co. [5] - The fiber sector is also highlighted, with suggested companies including Huafeng Chemical, Xin Fengming, and Taihe New Materials [5] - Other recommended companies include Wanhua Chemical, Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [5] - The tire sector includes recommendations for Sailun Tire, Senqilin, and Linglong Tire [5] - The agricultural chemical sector suggests companies like Yara International, Salt Lake Co., Xingfa Group, Yuntianhua, and Yangnong Chemical [5] - High-quality growth stocks to watch include Bluestar Technology, Shengquan Group, and Shandong Heda [5] Industry Rating - The basic chemical industry maintains an "overweight" rating [6]

Core Insights - The automotive market in China continues to show positive trends with October 2023 sales reaching 3.322 million units, a year-on-year increase of 8.8% [2] - Cumulative sales from January to October 2023 stand at 27.687 million units, reflecting a year-on-year growth of 12.4% [2] - The inventory situation indicates a comprehensive inventory coefficient of 1.2 for October, which is a 6.4% increase year-on-year but a 13.3% decrease month-on-month [2] - The new energy vehicle (NEV) segment is performing particularly well, with October sales of 1.715 million units, a year-on-year growth of 19.9% and a penetration rate of 51.6% [2] Sales and Inventory - October 2023 automotive sales were 3.322 million units, up 8.8% year-on-year [2] - Total automotive sales for the first ten months of 2023 reached 27.687 million units, marking a 12.4% increase compared to the same period last year [2] - The comprehensive inventory coefficient for October was 1.2, which is a 6.4% increase year-on-year and a 13.3% decrease from the previous month [2] - The dealer inventory warning index stood at 52.6%, up 2.1 percentage points year-on-year but down 1.9 percentage points month-on-month [2] New Energy Vehicles - NEV sales in October 2023 were 1.715 million units, representing a year-on-year increase of 19.9% and achieving a penetration rate of 51.6% [2] - From January to October 2023, NEV sales totaled 12.943 million units, with a year-on-year growth of 32.7% and a penetration rate of 46.7% [2] Investment Strategy - The automotive sector is advised to focus on undervalued leading companies in both vehicle manufacturing and parts due to improving performance [3] - Key companies to watch include established domestic brands in the NEV sector such as BYD, Changan Automobile, Geely, and Li Auto [3] - Stable, undervalued parts manufacturers like Huayu Automotive and Fuyao Glass are also recommended [3] - The report highlights opportunities in the domestic replacement market driven by the "domestic circulation" strategy [3] Market Performance - The automotive sector experienced a weekly decline of 2.11%, ranking 26th among 31 sectors tracked by Shenwan [5] - The automotive industry underperformed compared to the CSI 300 index, which saw declines of -0.18% [5] - In the sub-sectors, automotive services increased by 0.51%, while automotive parts and other categories saw declines [5] Notable Stocks - The top five gaining stocks in the automotive sector this week were Langbo Technology, Yingli Automotive, Xinpeng Co., Huafeng Co., and Qin'an Co. [6] - The top five losing stocks included Biaobang Co., Xinquan Co., Haoen Automotive, Sanlian Forging, and Beite Technology [7]

Core Insights - China leads the world in offshore wind power installation, with a cumulative grid-connected capacity of 41.27 GW by the end of 2024, accounting for nearly half of the global total [2][4] - The offshore wind power industry in China is transitioning from a loose competitive model to a collaborative innovation model across the entire industry chain, emphasizing risk-sharing and benefit-sharing [1][2] - The establishment of the Offshore Wind Power Modern Industry Chain Alliance marks a new phase of systematic advancement in China's offshore wind power sector [1][2] Industry Development - The offshore wind power sector in China has seen continuous growth, with new installations leading globally for seven consecutive years and cumulative installations leading for four years [2][4] - A comprehensive policy framework has been established since 2007, supporting the development of offshore wind power through various regulations and guidelines [2][4] - Coastal provinces like Jiangsu and Guangdong have initiated large-scale offshore wind projects, with installed capacities exceeding 10 GW, indicating strong market demand and development momentum [3][4] Technological Advancements - China has developed a complete industrial chain for offshore wind power, covering all aspects from design to maintenance, capable of supporting annual new installations of tens of millions of kilowatts [2][4] - Technological innovations, such as the domestically produced 26 MW offshore wind turbine and advancements in flexible DC transmission, are driving the sector forward [4][5] - The focus on deep-sea development is becoming essential as nearshore resources become increasingly scarce, with new regulations guiding offshore wind projects to deeper waters [5] Regional Focus - Liaoning Province is highlighted as a key area for offshore wind power development, with significant resources and a complete industrial chain supporting its growth [4][5] - Dalian is positioning itself as a hub for offshore wind power, with plans for large-scale projects and investments aimed at expanding its capacity [5] - The local government is actively promoting the integration of offshore wind power with other industries, such as hydrogen production and aquaculture, to enhance resource utilization [5]