在排查现场，供电所员工李志明、闫磊时而手持望远镜仔细查看高处的警示牌，时而俯身检查地面标识 牌的稳固性。"这块警示牌都要'躺平'了，咱们得把它给扶正了。"李志明指着鱼公路边一块歪斜的电力 警示牌说道。由于常年经受风吹、日晒、雨淋等环境因素影响，部分标示牌出现倾倒、锈蚀、模糊、掉 落、皱裂等现象,有的电力警示标志已经失去应有的警示作用。 截至目前,该公司已添补维修警示标志22处，重新粉刷安全警示标志17处,消除安全隐患9处,发放安全用 电手册700余份。接下来，国网承德县供电公司将持续以安全生产月为契机，以 "绿色希冀"品牌服务 为引领，跟踪督办，限期整改，切实抓好安全警示标志管理工作，为迎峰度夏线路安全稳定运行保驾护 航。（尹玺娜） 同时，安全宣传工作同步推进。工作人员走村串户，将安全用电知识宣传单递到村民手中，在村口广 场、超市门口等人员密集处,开辟 "绿色希冀・安全同行" 安全生产月主题宣传栏，张贴色彩鲜艳的宣传 标语，用图文并茂、通俗易懂的方式，详细解说日常用电中应注意的安全事项。 在全国第24个 "安全生产月" 期间，围绕 "人人讲安全、个个会应急" 的活动主题，6月3日，国网承德 县供电公司头沟供电 ...

Core Viewpoint - China's offshore wind power capacity reached 43.51 million kilowatts by the end of April this year, maintaining the world's largest cumulative installed capacity for four consecutive years, accounting for over 50% of the global total [1] Group 1: Offshore Wind Power Development in Yangjiang - Yangjiang has built and connected over 6 million kilowatts of offshore wind power by the end of last year, representing about half of Guangdong Province's total and ranking second nationwide [2] - Yangjiang's coastal advantages include a long coastline of over 400 kilometers and rich offshore wind resources, with a planned total installed capacity of 20 million kilowatts and an investment of approximately 207 billion yuan [4] - The local government is actively promoting offshore wind power development as part of the national "dual carbon" strategy, aiming to optimize energy structure and foster high-quality marine economic development [4][6] Group 2: Future Projections and Environmental Impact - By 2030, Yangjiang is projected to achieve an offshore wind power capacity of 40 million kilowatts, generating over 100 billion kilowatt-hours of electricity, which is equivalent to about 1/9 of Guangdong's estimated electricity consumption in 2024 [5] - This development is expected to reduce carbon dioxide emissions by 80 million tons annually, highlighting significant environmental benefits [6] Group 3: Industry Ecosystem and Innovation - Yangjiang has established a comprehensive offshore wind power industry chain covering resource development, equipment manufacturing, research and design, testing, certification, and operation services [7] - The city has attracted major companies and developed innovative construction and transmission technologies, setting a benchmark for global marine development [7][9] - Yangjiang aims to become a world-class wind power equipment manufacturing base, targeting an industry chain output value exceeding 200 billion yuan by 2035 [8] Group 4: Trends and Strategic Directions - The offshore wind power industry in China is entering a market-driven phase characterized by large-scale, deep-sea development, and continuous technological upgrades [10] - The industry is encouraged to focus on new floating foundation research, enhance cross-departmental collaboration, and explore integrated uses of marine resources [10] - Yangjiang is positioned as both an industrial hub and an innovation source, leveraging its resource advantages and technological advancements to lead in offshore wind power development [11]

Core Viewpoint - The mechanical equipment index decreased by 0.43% last week, while the Shanghai-Shenzhen 300 index fell by 1.08% and the ChiNext index dropped by 1.40%. The mechanical equipment sector ranked 21st among all 31 industries in terms of performance [2][4]. Market Performance - The mechanical industry valuation level (overall method) stands at 31.0 times [2][4]. - The top three performing segments in the mechanical industry last week were oil and gas development equipment, testing services, and shipping equipment [2][4]. - Year-to-date, the top three performing sub-segments are wind power equipment, machine tools, and engineering machinery [2][4]. Industry Insights - The manufacturing PMI for May is at 49.5%, showing a month-on-month increase of 0.5 percentage points, but still in the contraction zone. The production index is at 50.7%, indicating a return to expansion [4][5]. - The cumulative production of metal cutting machine tools from January to April 2025 reached 264,000 units, a year-on-year increase of 16.8%. The cumulative production of industrial robots was 221,000 units, with a year-on-year growth of 34.1% [4][5]. Investment Recommendations - Focus on the infrastructure and real estate chain driven by policy efforts, recommending engineering machinery and urban rail signaling systems [5]. - Suggest attention to cyclical general equipment, including industrial control, machine tools, industrial gases, and testing services, as domestic demand recovers [5]. - New quality productivity development is expected to drive new demand for machine tools, with recommended stocks including Haitan Precision, Neway CNC, and Kede CNC [5].

松软的番薯田变成了欢乐的"寻宝乐园"。禄村的小伙伴熟知土地的脾性，他们牵着新朋友的手，顺着藤 蔓指引，用小铲翻开沃土。当城乡大小朋友们共同挖出饱满的番薯时，城乡孩子相视而笑，收获的不仅 是自然的馈赠，更是友谊的果实。生机勃勃的小菜地则成了生动的自然课堂。农户奶奶耐心讲解蔬菜的 生长习性，孩子们认真聆听、亲手触摸。这一刻，"粒粒皆辛苦"不再仅是诗句，更是手心相递的温暖与 共同劳动的喜悦。结对的伙伴们在协作中感受生命的脉动，城乡家庭的情感在泥土的芬芳里悄然生根。 汗水浇灌情谊，帮扶结出硕果 这场别开生面的亲子体验活动，是进出口银行广东省分行践行乡村振兴使命的生动缩影，它让城市家庭 零距离感受帮扶成效，更让禄村的乡亲们感受到来自远方的真挚关怀与陪伴。通过城乡家庭结对活动， 孩子们在共同劳作中理解了尊重与互助的意义，体会了"一粥一饭当思来处不易"的内涵；来自城市的家 长们也在交流中增进了对乡村的理解，更直观地认识到帮扶工作的意义与价值。这不仅是一次农耕体 验，更是一次心灵的联结，一次对"共同富裕"美好愿景的童真诠释。 进出口银行广东省分行始终致力于构建温暖和谐的"家"文化，并将这份关怀延伸至乡村振兴一线。本次 禄村之 ...

6月3日，国家电网有限公司发布《服务新能源发展报告2025》（以下简称《报告》）。 《报告》详细介绍了2024年国家电网经营区域内新能源（主要指风电、太阳能发电，下同） 发展情况，系统阐释了国家电网公司服务新能源发展的履责意愿，从电源并网、电网建设、 调度运行、市场交易、技术创新5个方面全面梳理了国家电网公司服务新能源发展的重点举措 和创新实践，分析新能源发展形势，并发布服务新能源发展的国网行动和倡议。 加强技术创新。持续加大新能源领域科技研发投入，持续开展新型电力系统关键技术攻 关，组织开展173项科技项目研究，提升电网对新能源的接纳、配置、调控能力。进一步推动 完善新能源标准体系，主导制定国际标准9项，国家标准55项。构建建设评价体系，发布20项 新型电力系统示范标杆成果，加强示范建设引领，联合国家能源集团，共同打造南疆新型电 力系统示范区。 加快电网建设。高质量建成投运武汉—黄石—南昌、张北—胜利、川渝特高压交流等输 电通道，跨区跨省输电能力超过3.4亿千瓦，资源配置能力进一步提升。加快构建安全高效、 清洁低碳、柔性灵活、智慧融合的新型配电系统，适应大规模高比例分布式光伏并网和消 纳。加强系统调节性电源 ...

Core Viewpoint - The company has successfully launched an AI-driven solution for electricity supply planning, enhancing customer experience and operational efficiency in the Dazhong Yunzhou District [1][3][4]. Group 1: AI Implementation - The AI employee for electricity supply planning was developed to address customer concerns regarding proximity to power sources, time to access electricity, and associated costs [3][4]. - The AI system integrates artificial intelligence and big data throughout the electricity supply process, allowing for automated generation of supply plans based on user input and surrounding infrastructure [4][5]. Group 2: Operational Efficiency - The AI employee enables a "zero-contact" approach between different professional roles and users, streamlining the process and reducing the need for multiple personnel to be present during site assessments [4][5]. - The implementation of the AI system has resulted in a significant reduction in the time required to respond to supply requests, achieving responses within two working days for both low and high voltage users [5][6]. Group 3: Future Developments - The company plans to enhance user experience by adding intelligent recommendation features and expanding the range of services covered by the AI system, including high-frequency business types such as charging station installations and temporary electricity needs [6]. - The AI employee will also facilitate task assignment and ensure service quality, while providing users with easy access to information regarding the supply process and associated costs [5][6].

Core Insights - The article highlights the successful wheat harvest in Yicheng County, Shanxi Province, despite severe drought conditions this spring [1][3] - The implementation of an intelligent irrigation system, supported by the local power company, played a crucial role in ensuring water supply and improving drought resistance [3][5] Group 1: Agricultural Practices - The cooperative utilized a "Four Conditions" monitoring system (seedling, moisture, pest, and disaster conditions) to enhance irrigation efficiency and conserve water during drought [3] - The wheat harvest covered an area of 340,000 acres, showcasing the effectiveness of modern agricultural practices [1] Group 2: Power Supply and Support - The local power company established a green channel for electricity supply to support spring farming and irrigation efforts, ensuring timely power delivery [3][5] - Emergency response teams were deployed to conduct thorough inspections and maintenance of irrigation equipment, addressing potential electrical issues proactively [5] Group 3: Community and Collaboration - The power company collaborated with local farmers, providing a 24-hour service hotline to address any urgent power supply needs during the critical irrigation period [5] - Farmers expressed confidence in their harvest due to the reliable electricity support, indicating a strong partnership between the agricultural sector and power supply companies [7]

日前，为深入实施国家大数据战略，充分发挥大数据应用技术引领作用，推进能源业务 和数字技术融合创新，国网山东电科院创新研发了国家电网公司首套自动化建模工具 ——"基于AutoML的电力大数据自动化建模工具"，实现技术驱动大数据业务应用，助力数 据要素价值作用充分发挥，赋能电网和公司高质量发展。 长期以来，传统电力数据分析依赖人工建模，存在诸多痛点，如周期冗长、专业门槛高 以及模型泛化能力不足等。面对这些挑战，该院凭借自主研发的AutoML（自动化机器学 习）技术，精心构建了覆盖数据清洗、特征工程、算法选择、超参数优化的全方位一站式建 模工具。自2024年6月建成以来，该工具在实际应用中表现出色。在2024年迎峰度夏期间， 其搭建的模型精准预测了峰值负荷发生日期，相较于传统人工建模方式效率提升3倍以上， 预测精度提升5个百分点。 下一步，国网山东电科院将持续优化模型，拓展外部特征指标维度，并探索更多的特征 变换、特征组合和特征选择方法。同时，将积极拓展自动化建模工具在电网规划、节能减排 等业务方面的应用，为构建清洁低碳、安全高效的现代智慧电网贡献力量。 【责任编辑：刘澄谚 】 该工具深度融合人工智能、大数据、云计 ...

Group 1 - The core viewpoint emphasizes the role of advanced technologies like AI in accelerating the digitalization and green low-carbon processes in industries, as highlighted by Schneider Electric's executive vice president [1] - The National Energy Administration of China reported an average annual increase in new energy installations exceeding 20 million kilowatts, indicating a rapid growth trend expected to continue during the 14th Five-Year Plan period [1] Group 2 - The distribution network is a crucial component of the power system, serving as a hub connecting energy production and consumption, and is essential for optimizing energy structure and achieving low-carbon transformation [2] - Schneider Electric's vice president identified four key transformation directions for the distribution network: improving supply reliability, deepening the integration of innovative technologies like digital twins and AI, developing flexible solutions to accommodate increasing renewable energy penetration, and implementing carbon management throughout the distribution network's lifecycle [2][5] Group 3 - The National Development and Reform Commission and the National Energy Administration issued guidelines for high-quality development of the distribution network, aiming for a more robust and clear network structure by 2025, with a focus on digital transformation and flexibility by 2030 [3] - The construction of the distribution network involves integrating distributed renewable energy, new energy storage, smart microgrids, and virtual power plants, necessitating upgrades across various equipment to enhance supply reliability and capacity [3] Group 4 - The importance of flexibility in the distribution network is increasingly recognized, especially with the integration of large amounts of renewable energy, which necessitates reliable and responsive grid systems [5] - The transition to a new power system imposes new requirements on the reliability, flexibility, and sustainability of distribution equipment, with a focus on enhancing digital capabilities to address challenges in renewable energy consumption [5]

Core Viewpoint - The report from Zhongyou Securities highlights the rapid growth of Haomai Technology (002595), with significant potential in machine tools and vulcanizing machines [1] Financial Performance - In 2024, the company achieved revenue of 8.813 billion yuan, a year-on-year increase of 22.99% - The net profit attributable to shareholders was 2.011 billion yuan, up 24.77% year-on-year - The net profit excluding non-recurring items was 1.887 billion yuan, reflecting a 20.50% increase year-on-year - For Q1 2025, revenue reached 2.279 billion yuan, a 29.06% year-on-year growth - The net profit attributable to shareholders for Q1 2025 was 520 million yuan, increasing by 29.96% year-on-year - The net profit excluding non-recurring items for Q1 2025 was 501 million yuan, up 33.68% year-on-year [2] Business Segments - All three major business segments experienced rapid growth, with revenue from molds, large component machinery, CNC machine tools, and others being 4.651 billion, 3.332 billion, 399 million, and 431 million yuan respectively - Year-on-year growth rates for these segments were 22.73%, 20.31%, 29.30%, and 44.78% respectively - The gross margin for 2024 was 34.30%, a slight decrease of 0.35 percentage points year-on-year, with the mold gross margin decreasing by 3.1 percentage points to 39.59% and the large component machinery gross margin increasing by 2.66 percentage points to 25.67% - The expense ratio for 2024 increased by 0.28 percentage points to 8.7%, with the sales expense ratio decreasing by 0.38 percentage points to 0.92% [3] Global Expansion and New Products - The tire mold business is driving global capacity construction, with the Thailand factory expansion completed in October 2023 and the Mexico factory set to begin operations in April 2024 - The new electric heating vulcanizing machine, which offers significant advantages in energy saving and environmental protection, has begun small-scale applications with clients, resulting in a total bid amount of 135 million yuan [4] - A new high-end casting project is expected to boost revenue from large component machinery, with a capacity of 65,000 tons primarily for wind power components, set to begin production around June 2025 [4] Product Development - In 2024, the company launched new products including horizontal five-axis turning-milling composite machining centers and five-axis blade machining centers, targeting high-precision processing of complex parts - A machine tool laboratory is being established to support the development and stable production of high-end machine tools, expected to be operational in the second half of 2025 [5] Profit Forecast and Valuation - Revenue projections for 2025-2027 are 10.386 billion, 11.767 billion, and 13.076 billion yuan, with year-on-year growth rates of 17.85%, 13.29%, and 11.13% respectively - Net profit forecasts for the same period are 2.356 billion, 2.700 billion, and 3.038 billion yuan, with year-on-year growth rates of 17.13%, 14.61%, and 12.50% respectively - The corresponding PE valuations for 2025-2027 are 20.83, 18.17, and 16.15, with an initial coverage rating of "Accumulate" [6]