来源：中国能源网 山西证券近日发布镁合金月报（202601）：1月整体镁价提升：据Wind数据，2026年1月，铝(A00)均价 24085.50元/吨，同比/环比+20.24%/+9.77%；镁锭(1#)均价为18127.50元/吨，同比/环比+1.50%/+5.24%。 2026年1月镁市场供给相对平衡，供应端稳价托底，需求端刚需跟进，市场整体运行平稳向好，镁价稳 中上行。 以下为研究报告摘要： 投资要点： 伯乐智能获安徽力恒37台大型镁合金半固态成型机订单。1月22日伯乐智能公布与安徽力恒动力正式达 成重大战略合作，成功签署37台大型镁合金半固态注射成型机供应合同，设备涵盖850T、1650T、 3000T及3600T等关键吨位。大型及超大机型设备的批量应用，标志镁合金正从中小件向新能源汽车大 型一体化核心结构件（如电池包壳体、车身框架）快速扩展，产业化进入加速期。 2月1日起三项涉镁行业标准正式实施。2025年7月8日，工业和信息化部正式公告批准发布406项行业标 准，其中《镁冶炼企业节能诊断技术规范》（YS/T1801-2025）、《镁冶炼行业节能监察技术规范》 （YS/T1802-2025）及《镁 ...

该标准由华能新能源公司与华能清能院联合牵头编制，系统研究电池稳定性、不同实验室测量的一致 性、掩模版和夹具等造成的系统误差，进一步巩固我国在钙钛矿光伏电池标准测试领域的技术领先优 势，助力钙钛矿光伏电池技术创新和产业高质量发展。 2月9日，中国华能集团有限公司牵头编制的IEC国际标准《研发用钙钛矿光伏电池测量规范》 (IEC/TS63202-9ED1)成功立项，这是我国在钙钛矿光伏领域主导制定的首个国际标准。 ...

Market Review - The Shanghai Composite Index closed at 4065.58 points, with a weekly decline of -1.27% [1] - The Shenzhen Component Index closed at 13906.73 points, with a weekly decline of -2.11% [1] - The ChiNext Index closed at 3236.46 points, with a weekly decline of -3.28% [1] - The CSI 300 Index closed at 4643.6 points, with a weekly decline of -1.33% [1] - The CSI Artificial Intelligence Index closed at 2321.75 points, with a weekly decline of -9.76%, consistent with the overall market trend [1] Technology Industry Insights - As of February 8, technology companies are intensively disclosing their 2025 annual performance forecasts, with positive operating conditions expected in sectors such as storage, PCB, PCB equipment, and optical modules [2] - Major PCB manufacturers are expected to achieve positive profit growth, with Shenghong Technology's net profit projected to increase by 260%-295% to between 4.16 billion and 4.56 billion yuan, driven by advancements in high-end markets and increased R&D investment [2] - Storage companies are also expected to see significant profit increases, with Baiwei Storage's net profit growth forecasted at 427%-520%, supported by stabilizing storage prices and improving operational performance starting in Q2 2025 [3] PCB Equipment Sector - Key PCB equipment companies are expected to achieve positive profit growth in 2025, with Dazhu CNC's net profit projected to increase by 161%-194%, driven by rising demand for high-layer boards and high-layer HDI boards due to investments in AI computing infrastructure [6] - Chip Microelectronics is expected to see a net profit of 280 million to 300 million yuan, with a year-on-year growth of 71%-84%, attributed to breakthroughs in high-end PCB and semiconductor fields [6] Investment Recommendations - Short-term pullbacks present opportunities for low-cost investments in sectors such as PCB, ODM, AIOT, and AIDC [7] - Recommended companies in the PCB sector include Shenghong Technology, Dongshan Precision, and Shougang Electric [7] - In the PCB equipment sector, recommended companies include Chip Microelectronics and Dazhu CNC [7] - In the storage sector, recommended companies include Zhaoyi Innovation and Baiwei Storage, benefiting from supply-demand dynamics driving price increases [7] - Companies in the semiconductor sector benefiting from trade barriers and domestic production acceleration include Xinyuan Technology and Aojie Technology [8]

天眼查App显示，近日，金力永磁（300748）(赣州)新材料有限公司发生工商变更，注册资本由1亿人民 币增至11亿人民币，增幅1000%。 该公司成立于2024年11月，法定代表人为毛华云，经营范围含电子专用材料制造、电子专用材料销售、 电子专用材料研发、磁性材料生产、磁性材料销售、稀土功能材料销售、电子专用设备制造等。股东信 息显示，该公司由金力永磁全资持股。 ...

Group 1 - Guangzhou Penghang Intelligent Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Chen Zhiyuan [1] - The business scope includes manufacturing industrial robots, research and development of intelligent robots, and sales of both industrial and intelligent robots [1] Group 2 - Guangzhou Xiaopeng Automobile Technology Co., Ltd. holds 100% ownership of Guangzhou Penghang Intelligent Technology Co., Ltd. [1]

万联证券近日发布电子行业跟踪报告：SW电子2025Q4基金重仓及超配比例同比上升，环比有所下滑。 适配比例方面，SW电子行业2025年Q4适配比例为11.90%，环比-0.52pct，同比+3.05pct；基金重仓比例 方面，SW电子行业2025年Q4基金重仓比例为20.22%，环比-1.92pct，同比+3.28pct；超配比例方面， SW电子行业2025年Q4基金重仓超配比例为8.32%，环比-1.39pct，同比+0.23pct。SW电子2025Q4基金重 仓及超配比例环比下滑，但仍处于近年较高水平。 以下为研究报告摘要： 行业核心观点： 2025年Q4基金机构重点关注AI算力、半导体自主可控：按持股市值来看，SW电子行业2025年Q4基金重 仓的前十个股分别为寒武纪、海光信息、中芯国际、立讯精密（002475）、中微公司、澜起科技、北方 华创（002371）、东山精密（002384）、工业富联（601138）和兆易创新（603986）。从机构关注方向 来看，1）聚焦AI算力与存力，寒武纪为国产AI芯片龙头厂商之一，东山精密为PCB和光模块龙头厂商 之一，生益科技（600183）为PCB上游覆铜板龙头厂 ...

Core Insights - The "AI + Energy Development Conference" held in Beijing focused on exploring new paths and opportunities for the integration of AI and the energy industry, attracting over 300 representatives from government, energy companies, and experts [1] - Wang Jinsong, Chief Scientist of AI at Beijing Haibo Sichuang Co., emphasized the current limitations of AI applications in the energy sector, particularly in power and energy storage, where AI is primarily used for basic reporting and predictive maintenance rather than fully leveraging its potential [5] Industry Challenges - Wang identified five core pain points in the current application of AI in the energy storage sector: 1. Insufficient data quality and credibility hindering precise decision-making 2. High safety and operational standards in energy storage and grid sectors demanding rigorous AI output 3. Complexity of energy storage systems making AI solutions challenging 4. Balancing the cost of high-end AI models with their application value 5. Lack of clear decision-making hierarchies in AI, making it difficult to adapt to various energy storage and grid integration needs [6] Solutions and Innovations - To address these challenges, Wang proposed a "full-process, multi-scenario, and implementable" AI empowerment solution, highlighting Haibo Sichuang's transition from equipment supplier to power station operator, with significant projects like the 1GWh and 7.4GWh independent energy storage stations serving as practical examples [7] - The company has developed over 400 health indicators covering various levels of energy storage systems, optimizing operations to exceed industry averages, achieving a 20% reduction in auxiliary power consumption and a 3.5% improvement in overall performance [7] - Wang emphasized that AI empowerment in energy storage is not merely a single technology application but a comprehensive system that connects data seamlessly from the ground to the cloud, covering the entire chain from R&D to operation [8] Future Outlook - The future of AI in the energy storage sector is expected to play a more critical role in decision-making, with Haibo Sichuang committed to deepening the integration of AI and energy, accumulating practical experience to address industry pain points and promote more efficient, stable, and economically viable energy storage solutions [8]

春节再望，准备过年，工作的节奏按说得缓一些了。可这时候有两个行业反而更忙，一是记者忙着走基 层，把幸福的喜悦、红火的氛围传播到千家万户，二就是食品行业，忙着为节日期间的百姓餐桌添一份 吉祥。 "节前订单爆增，我们刚新添了14台炒货滚筒，变压器增容到250千伏安，用电负荷翻了一倍多。"炒货 店负责人东纪山一边给我们引路一边笑着说。 国网天津静海公司工作人员胡加来和同事快步走进配电室，查看接线、用测温仪逐一对设备柜、接头、 导线等重要点位进行检查，动作娴熟细致。"设备满负荷运转，就必须要定时查一下线路温度，异常及 时联系我们。"胡加来耐心叮嘱企业电工，电力部门早已为其建立专属服务档案，24小时监测用电，量 身定制保电方案。 听企业说，整个镇子的巧克力产业占据了全国40%的市场份额，他们从90年代就开始做，这些年里生产 线扩大、变压器增容、包装机上线等等环节，电力都给了他们不少的帮助。 "我们还开始搞起了巧克力研学项目，在这可以自己用电加热倒模DIY各种各样的巧克力，一放假就特 别受欢迎。"邓金梅说。 同日下午，我们来到了静海区王口镇。这里是北方炒货之乡，300多家注册企业，年销售超60万吨，全 国三成坚果炒货均出 ...

Core Viewpoint - The article highlights the proactive measures taken by Linfen Power Supply Company to ensure reliable electricity supply for Shanxi Yude New Material Technology Co., Ltd., especially during the pre-Spring Festival period, supporting the growth of high-tech industries in the region [1][3][6]. Group 1: Company Operations - Shanxi Yude New Material Technology Co., Ltd. operates a modern factory with automated production lines, producing high-performance composite materials for wind turbine blades [1]. - The company has a significant production capacity, with the first phase generating over 170,000 kilowatt-hours per month, and anticipates increased demand with the upcoming second phase of construction [4][5]. Group 2: Power Supply Support - Linfen Power Supply Company has implemented a "proactive connection and full-service" model to facilitate efficient electricity access for high-value new material industries [3]. - The company conducted on-site visits to assess current electricity needs and future expansion plans, ensuring that the power supply can meet the growing demands of Yude's second phase project [4][5]. Group 3: Safety and Reliability Measures - The power supply team performed detailed inspections of critical equipment, including transformers and protective devices, to ensure operational safety and reliability [5]. - A comprehensive power supply plan for the Spring Festival was established, including increased inspection frequency and the use of drones for maintenance, alongside a 24-hour emergency contact mechanism [7]. Group 4: Economic Impact - The support for strategic emerging industries like Yude New Material is seen as essential for local economic development, with Linfen Power Supply Company committed to providing stable and high-quality electricity to foster growth [7].

2月10日，国网金昌供电公司主动出击，深入国家管网集团联合管道有限公司等重点企业开展春节前专 项用电安全检查工作，以精益化管理赋能安全保供，以靶向性举措破解防控难题，全方位守护节日期间 电力供应"不打烊"，为企业安全生产和群众祥和过节保驾护航。 以精益化管理为核心，该公司客户服务中心组建专业技术团队，聚焦高危重要用户专线、总降设备等核 心环节，开展"地毯式""全方位"精准体检，摒弃"大水漫灌"式排查，重点核查设备运行状态、绝缘性 能、接地装置、保护装置等关键节点，做到"每一台设备、每一段线路、每一个细节"不留死角、不漏隐 患。针对检查中发现的问题，技术人员当场出具整改意见、明确整改标准和时限，实行"现场指导+跟 踪督办"闭环管理，确保隐患早发现、早整改、早清零，全力保障电力设备以"零隐患"状态投入节日运 行。同时，结合冬季低温天气特点，专项检查设备防寒防冻措施落实情况，重点排查低温易引发故障的 设备部件，指导用户做好防护处置，防范极端低温导致的设备停运，守住冬季用电安全底线。 该公司将持续秉持"安全第一、预防为主"的原则，坚守"春节我在岗，服务不打烊"的承诺，严格执行24 小时值班制度，持续关注辖区用户用电安 ...