据百川盈孚数据，6月4日，白俄罗斯与印度IPL以349美元/吨的价格达成交易，发货至 2025年12月份，货量为65万吨（相较2024年印度大合同价279美元/吨CFR高出70美元/吨，相 较2024年中国钾肥进口大合同价273美元/吨CFR高出76美元/吨）。价格端，截至6月5日，国 产60％钾自提参考2800-2830元/吨，市场到站参考2950-3030元/吨，57%粉自提参考2400- 2450元/吨，市场到站参考2800元/吨左右。进口钾方面，62%白钾参考3150-3220元/吨左右， 60%老挝粉参考3020元/吨左右，60%白俄颗粒钾参考3180元/吨左右；边贸口岸62%白钾参 考2950元/吨左右。供应端，本周国内氯化钾减量生产、库存低位，现货流通有限；国产 60%钾主工厂直供，市场现货偏紧，57%粉按需自提、陆续出货。进口钾方面，截至5月30 日，港口库存合计206.2万吨（含其他港口及保税区），港存低位徘徊；班列货源少量抵达 且陆续消耗当中；边贸新单签323美元/吨，预计下旬到货，目前现货流通一般。整体来看， 氯化钾市场供应有限，现货流通偏紧，场内贸易商随行就市、出货缓慢。需求端，本周氯 ...

Core Points - The article discusses the launch of ten measures by the State Grid Baiyin Power Supply Company in Jingyuan County to optimize the local electricity business environment, aiming to enhance the quality of electricity services and meet the high-quality electricity demands of the public [1][2] - These measures are designed to improve user satisfaction and convenience in obtaining electricity, thereby supporting the economic and social development of the county [1][2] Summary by Categories Measures Introduced - The ten measures include: full transparency of management personnel information, a dedicated hotline for customer electricity requests, coordinated handling of major electricity projects, full tracking of high-voltage electricity progress, QR code usage for scattered street vendor electricity, transfer of maintenance outages, accelerated upgrades of old power supply facilities, streamlined access for small and residential electricity users, zero-run for special group requests, and dedicated support for goji berry drying electricity needs [1][2] Impact on Users - These initiatives are expected to significantly enhance the convenience and satisfaction of users in obtaining electricity, leading to more efficient responses to user requests, faster connection and production for major projects, more reliable power supply for urban and rural areas, and easier access for small and residential users [1][2] Broader Implications - The measures cover the entire electricity service chain, from installation to daily use, and are a successful example of government-enterprise collaboration to optimize the business environment [2] - The ongoing implementation of these measures aims to provide a more convenient, reliable, and warm electricity experience, which will serve as a solid support for the economic and social development of Jingyuan County [2]

Group 1: Rare Earths - Recent price increases for rare earth elements, with neodymium oxide rising 4.66% to 449,000 CNY/ton, dysprosium oxide up 0.31% to 1,630,000 CNY/ton, and terbium oxide increasing 1.69% to 7,200,000 CNY/ton [1][2] - Significant price surges in overseas markets due to China's export restrictions on seven types of medium and heavy rare earth products, with dysprosium oxide in Europe rising from 250-310 USD/kg to 700-1000 USD/kg (204% increase) and terbium oxide from 930-1000 USD/kg to 2000-4000 USD/kg (211% increase) [1][2] - Domestic prices may follow the trend of antimony prices once companies obtain export licenses, leading to potential further increases in rare earth prices [2] Group 2: Molybdenum - Molybdenum prices have increased, with molybdenum concentrate rising 6.33% to 3,865 CNY/ton and molybdenum iron (Mo60) up 4.01% to 246,500 CNY/ton [3] - Supply-side contraction signals are emerging, while demand remains steady, supporting price increases [3] Group 3: Tungsten - Tungsten prices have reached new highs, with black tungsten concentrate rising 4.88% to 172,000 CNY/ton and ammonium paratungstate up 4.33% to 253,000 CNY/ton [3] - Supply constraints due to reduced mining quotas and stable domestic demand are driving prices higher [3] Group 4: Tin - Tin prices are experiencing fluctuations, with SHFE tin down 0.38% to 263,600 CNY/ton and LME tin down 0.98% to 32,400 USD/ton [4] - Current supply is tight due to low operating rates in Yunnan and the resumption of production at the Bisie tin mine in the Democratic Republic of Congo [4] Group 5: Antimony - Antimony prices are adjusting downward, with antimony ingot prices down 3.37% to 215,000 CNY/ton and antimony concentrate down 3.85% to 187,500 CNY/ton [4] - Supply improvements from logistics recovery at the China-Myanmar border and a 30% increase in imports are contributing to price adjustments [4] Group 6: New Materials - A window for export recovery in new materials has emerged following the easing of tariffs between China and the U.S., with potential for recovery in companies with high export exposure [5] - The agreement includes the cancellation of significant tariffs on Chinese goods, which may benefit new material companies [5] Group 7: Nuclear Fusion Materials - The commercialization of controlled nuclear fusion is accelerating, with upstream materials expected to benefit significantly [6] - Major advancements in both domestic and international nuclear fusion projects indicate a high growth phase for related materials [6]

国金证券近日发布电子行业研究：在AI服务器及交换机的带动下，AI-PCB需求高增 长，ASIC所用PCB的单GPU对应的PCB价值量更高，有望带来PCB价值量的提升。目前多家 AI-PCB公司订单强劲，满产满销，正在大力扩产，二、三季度业绩高增长有望持续，看好 核心受益公司。 以下为研究报告摘要： GB200/300+ASIC需求共振，继续看好AI-PCB受益公司。博通6日发布2025财年第二季 度财报（截至2025年4月），实现营收150亿美元，同比增长20%，再创历史新高，其中AI营 收44亿美元，同比增长46%，公司CEO强调AI业务强劲增长，预计下个季度将增长至51亿美 元，根据智通财经报道，博通正在和三家大型云计算客户，合作开发定制AI芯片，目前进 展非常顺利，而且这些客户在AI基础设施方面的投入毫不动摇，这个增长趋势将持续到 2026财年，公司预测FY25、FY26AI营收均可以保持60%增速，即FY25AI营收约190-200亿 美元，FY26AI营收超300亿美元。英伟达GB200良率积极提升，出货有望加快，并开始下订 GB300产业链订单，研判接下来将密集拉货，CSP厂商资本开支继续增长，需 ...

分享会上， 有的信息员以实际案例为切入点，详细了如何从日常工作中挖掘有价值的新闻线索，强调了敏锐的观察力和对事件 的深度思考在新闻写作中的重要性;有的则聚焦于写作 技巧，从标题的拟定、结构的搭建到内容的润色，进行了细致入微的阐 述，并现场展示了一些优秀信息稿件的修改过程。在宣贯过程中，负责人还结合实际工作，对信息员们提出了具体的工作要求和 期望。他强调，信息工作是公司对外 展示形象、对内凝聚力量的重要窗口，每一位信息员都要以高度的责任感和使命感，认真 做好信息新闻的采集、撰写和报送工作，为公司的发展营造良好的舆论氛围。 在今后的工作中，公司青年员工将以更加饱满的热情、更加严谨的态度投入到信息与新闻工作中，努力开创公司信息新闻工作的 新局面。（马钰） 为进一步提升信息、新闻写作水平，强化信息、新闻工作的规范化与激励性，6月6日，国网汾阳市供电公司精心组织召开了一场 信息新闻写作交流分享及信息新闻奖惩制度宣贯会，公司各部门信息员交流分享，共探写作新思路。 公司相关负责人对信息、新闻奖惩制度进行了全面、深入的解读，从制度制定的背景、目的到具体的奖惩条款，都进行了详细说 明。对积极投稿、稿件质量高、为公司信息宣传做出 ...

Core Viewpoint - The company is taking comprehensive measures to ensure reliable power supply during the upcoming college entrance examination, focusing on safety and stability for students [1][2] Group 1: Power Supply Preparation - The company has conducted thorough inspections of power distribution equipment, backup power sources, and distribution lines at the examination site to identify potential safety hazards [1] - A 400KW emergency power supply vehicle and a 100KW emergency power supply have been allocated to the examination site, along with personnel for support [1] Group 2: Coordination and Communication - The company is actively communicating with the local education bureau and the examination school to understand power supply needs and develop targeted measures [1] - Multiple seminars have been held to discuss and refine the power supply plan, with specific tasks assigned to various departments to ensure clear responsibilities [2] Group 3: Emergency Preparedness - The company has implemented a "one line, one strategy" special inspection plan to conduct thorough checks on power distribution equipment, increasing inspection frequency to promptly identify and address equipment defects [2] - Emergency drills have been conducted to simulate various potential incidents, enhancing the emergency response capabilities of repair teams [2] Group 4: Ongoing Monitoring - Continuous monitoring and maintenance of power supply equipment at examination sites will be conducted, with dedicated personnel assigned to observe and respond to any changes in weather or power supply conditions [2]

近年来，国网天水供电公司不断加快科技手段的运用，广泛利用无人机等信息化设备， 加大隐患排查力度，着力增强供电能力，保障电力设备平稳运行。该公司在输配电线路无人 机自主巡检技术成熟的基础上，紧盯变电站巡检需求，依托无人机班运维技术骨干，已建成 两座330千伏变电站无人机机巢。 【责任编辑：刘澄谚 】 国网天水供电公司按照"1公里普查、500米防治、300米严控"站外异物风险管控要求， 在330千伏天水变电站开展无人机智能巡视探索实践，建立"以变电站为中心、无人机立体巡 航为核心、三级安全距离全覆盖为目标"的智能防控体系，为变电站周界异物跳闸风险防范 提出了创新型解决方案，实现风险防控从被动响应向主动预防转变，解决了传统人工巡视变 电站周界范围大、耗时长、质效低的问题。 据天水运维班班长黄小强介绍，以前巡检一座变电站至少需要两个人一台车，用时长， 效率低。现在只需对无人机远程后台遥控，通过激光点云建模、定位，精确检测变电站设备 部件，完成刀闸、断路器、互感器等重要部件的巡检拍摄，上传到后台，自动生成红外分析 报告，精准无误。以前变电站周界人工巡视需6个小时，升级为无人机智能巡视后仅需80分 钟，缺陷隐患发现率比人 ...

接电时长同比显著压降40%，展现了强大的服务能力与执行力。 国网临汾供电公司市场及大客户中心赵建海介绍："我们创新实施业扩专班机制，定期 邀请客户参与现场协调会，由专职客户经理全程跟踪项目进度，确保建设与验收无缝衔接。 同时，我们积极与政府部门建立沟通机制，优化项目备案流程，畅通紧急业扩项目物资调配 通道，有效提升了服务效率与质量。" 面对项目地质条件复杂、施工难度大的挑战，国网临汾供电公司迅速响应，将该项目列 为业扩专班督办工程，抽调发策、运检等11个专业的精英团队，协同作战，攻克了一个又一 个难关。通过精准施策与高效执行，建设工期得以大幅缩短30%，彰显了供电企业的责任与 担当。 随着分布式光伏、充电站等新兴业务的蓬勃发展，该公司紧跟时代步伐，聚焦机制创新 与管理优化，推动业扩配套项目高效落地。据统计，2025年前五个月，该公司高压业扩平均 6月3日，山西华能晋南能源开发有限公司向临汾公司发来感谢信，点赞其在华能曲沃县 紫金山100兆瓦光伏电站并网项目中展现出的专业服务。 华能晋南总经理卢绘霞表示："临汾供电公司在光伏电站建设的每一个环节都展现出了 高度的责任感与专业素养，特别是在并网手续办理过程中，给予 ...

6月4日，在涵江白塘湖公园，莆田市2025年六五环境日"美丽中国我先行"生态文化节活 动启幕。国网莆田供电公司作为协办单位之一，组织国网福建电力"双满意"（莆田电力义修 哥）共产党员服务队，积极参与到活动中。 图为国网福建电力"双满意"（莆田电力义修哥）共产党员服务队向市民宣传电网环境保 护知识。林世南/摄 活动现场，莆田供电公司设立了咨询展台，共产党员服务队热情地向市民介绍输变电设 施的环境影响因素、国家对输变电工程环保管理要求等电网环境保护知识，阐释统筹推进电 网高质量发展与生态环境高水平保护的紧密联系，积极宣传电网企业在新能源建设、并网和 消纳等方面付出的努力，并展示电网企业做好生态环境保护的新部署、新成效，引导全民牢 固树立和践行"绿水青山就是金山银山"的理念，为建设美丽中国贡献力量。活动吸引众多市 民驻足观看。 图为国网莆田供电公司展示电网企业生态环境保护工作的新部署、新成效。林世南/摄 一直以来，莆田供电公司始终将生态环境保护置于企业发展的重要位置，在全力推进电 网高质量发展的同时，围绕污染防治、保护生态、绿色发展等方面发力，优化完善环保管理 体系和工作机制，深化环保科研与新技术推广应用，持续推进 ...

自5月26日起，该公司组织9家县区供电公司，对各考点、招生办等重点场所开展多轮次 用电安全检查。截至6月4日，累计完成25个保电场所供电设施及应急电源的全覆盖排查，发 现并督促整改隐患问题48处。同时，对保电涉及的变电站、输配电线路开展1轮次特巡测 温，累计测温6500余处，同步为重要设备建立台账，实施"增加巡视频次+专人蹲守"重点管 控。各考点现场，工作人员逐一对监控、广播系统等重要负荷回路接线进行梳理，绘制电气 接线图与应急处置操作卡，并联合客户完成应急发电机、UPS电源的联调联试，确保突发情 况下应急电源可快速接入。 "高考事关成千上万考生及家庭的切身利益，每年的高考保电是我们一项非常重要工 作，丝毫马虎不得，特别感谢学校的积极配合。"6月4日，国网陇南供电公司现场用电检查 服务人员梁伟向高考考点的负责人员说道。随着2025年高考临近，国网陇南供电公司提前谋 划、精心部署，全方位开展高考保电工作，为全市考生营造安全稳定的用电环境。 据了解，该公司成立保电领导小组，制定专项工作方案，明确"统一指挥、分级负责、 各司其职、互相协作"原则，按周召开保电推进会，确保责任落实到位。针对全市25个保电 点，统筹调配 ...