Group 1 - The first International Symposium on Continuous Tubing Technology was held in Wuhan, focusing on innovation and collaboration in the continuous tubing industry [1][6] - The event was organized by several prominent institutions, including China National Petroleum Corporation and various universities, with over 200 industry representatives attending [6] - Continuous tubing technology is recognized as a "universal operation technology," improving operational efficiency by 3-4 times and reducing overall costs by over 32% compared to traditional methods [8] Group 2 - Experts highlighted the importance of continuous tubing technology in enhancing energy security and its close relationship with oil exploration and production [10] - Since 2006, significant advancements have been made in continuous tubing technology in China, with an average annual growth rate of 28.8% in operational volume from 2010 to 2024, resulting in a total increase of 34 times [10] - The technology has achieved an annual operational volume exceeding 15,000 well operations, with nearly 30% average annual growth, establishing a comprehensive innovation ecosystem from research to commercialization [11] Group 3 - The symposium served as a global platform for sharing continuous tubing technology, marking a milestone in its development in China and promoting international collaboration [13] - Experts emphasized the need for global cooperation to overcome technological boundaries and expand application scenarios, supporting China's dual carbon strategy and global energy innovation [13]

Core Viewpoint - The recent customer visit activity "Spring Breeze Sends Warmth, Power Together" by State Grid Jiangsu Electric Power Company emphasizes the importance of understanding public needs and optimizing the electricity business environment, showcasing the company's commitment to serving the people [1][2] Group 1: Customer Engagement and Service Improvement - The company actively listens to customer suggestions and needs through extensive visits to enterprises, communities, and rural areas, aiming to enhance the quality and efficiency of electricity services [1] - In Nanjing, the company promotes rooftop photovoltaic projects to help businesses reduce costs and improve efficiency by providing a "green channel" for grid connection and free energy efficiency diagnostics [1] - In Wuxi, the company addresses the "charging difficulties" faced by residents in old communities by transforming "electricity islands" into "green stations," effectively solving public concerns [1] Group 2: Focus on Agriculture and Community Needs - In Yancheng, the company establishes a three-level linkage mechanism to optimize power supply solutions for agricultural production, ensuring reliable electricity support for high-standard farmland construction [1] - The visit activity is not merely a communication effort but a practical action to convert public urgent needs into actionable tasks, thereby gaining public trust and praise [2] - The company's innovative spirit and practical approach in tackling complex issues reflect its commitment to social responsibility and the principle of "People's Electricity for the People" [2]

Core Viewpoint - The establishment of the Continuous Pipe Engineering Professional Committee marks a new stage in the development of continuous pipe technology in China, highlighting significant advancements in the oil and gas engineering sector [1][3]. Group 1: Establishment and Purpose - The Continuous Pipe Engineering Professional Committee was officially established in Wuhan on May 28, led by the China Petroleum Group Engineering Technology Research Institute, in collaboration with major oil companies and universities [1]. - This committee is a crucial platform for building a national system for technological innovation in the new era [1]. Group 2: Technological Advancements - Continuous pipe technology has made substantial progress in China, with the country developing a series of continuous pipe operation equipment and over 60 types of operational processes and supporting tools across five major categories [1]. - China has successfully built integrated application demonstration zones and achieved a new emerging industry scale of hundreds of billions, setting a world record of 542 well operations per machine per year [1]. Group 3: Future Directions - The committee aims to enhance the high-quality development of continuous pipe technology, accelerate original innovation, and promote the integration of innovation and industrial chains [3]. - The committee will focus on strengthening compliance management, optimizing operational models, and fostering global cooperation to build an internationally recognized academic brand [3][5].

一面锦旗，不仅承载着企业对孝义供电公司的工作认可，更代表者沉甸甸的责任与使命。下一步，该公 司将始终秉持"人民电业为人民"的企业宗旨，不断创新服务举措，优化提升供电质量和服务水平，全力 护航企业用上安全电、舒心电、放心电。（邓步攀） 国储山西局四七六处是一个位于山西省孝义市的国家储备基层单位，负责粮食或其他战略物资的储备和 管理等职责，而该单位接入电源国储专线于2000年建成，已有25年的运行历史，其横担支架、线路、电 缆等电力设施均有不同程度的老化，对供用电安全性和可靠性都带来严重考验。在了解到企业需求后， 孝义公司迅速响应，主动延伸供电服务，第一时间安排营销人员与客户对接，详细了解企业用电需求和 规划，组织公司营销、运检等专业人员多次实地勘察，提供专业接火方案，指导帮助该企业优化电力线 路，排查电力隐患，升级改造电力设施，彻底解决其供电容量不足、设备老化、供电可靠性差等问题。 同时，为加快企业办电速度，该公司开辟"绿色通道"，简化办事流程，协助用户准备相关报装资料，确 保全流程办电跟踪服务，高效推进。 "供电公司服务真是太贴心了，整个电力接入过程都非常顺利，彻底解决了我们单位的供电可靠性问 题。"国储山西 ...

Core Viewpoint - The construction of the Chengdu-Chongqing economic circle is a significant strategic decision made by the central government, emphasizing the need for close cooperation between Chongqing and Sichuan to enhance development capabilities and promote high-quality manufacturing development in Chongqing [1][5]. Industry Development - Chongqing is positioned as a key strategic point in the western development initiative, linking the Belt and Road Initiative and the Yangtze River Economic Belt, which enhances its role in national regional development and foreign trade [2]. - The manufacturing sector in Chongqing has unique structural characteristics and advantages, with a focus on technological innovation to drive high-quality development [1][5]. - The city is actively building a modern industrial system centered on advanced manufacturing, with significant investments in technological upgrades and the cultivation of strategic emerging industries [1][4][19]. Energy Sector - Chongqing is the only energy net-importing municipality in the western region, with energy playing a crucial role in its development. The city is focusing on innovation-driven and green low-carbon development, particularly in the fields of new energy and intelligent technology [4][10]. - The energy interconnection between Sichuan and Chongqing has shown significant results, with a notable increase in electricity exchange between the two regions [10][11]. Logistics and Trade - The construction of the Western Land-Sea New Corridor is vital for establishing a new pattern of open economy, facilitating the export of new energy products and enhancing logistics capabilities [12][15]. - The corridor has become a key channel for the export of Chongqing's new energy vehicles and photovoltaic products, with a reported 23.8% year-on-year increase in foreign trade exports of these "new three items" [12][15]. Automotive Industry - The automotive industry in the Chengdu-Chongqing region is showing strong resilience, with over 600 companies in the intelligent connected new energy vehicle supply chain, indicating a robust local supply network [7][8]. - Changan Automobile exemplifies the integration of local supply chains, with nearly 45% of its components sourced from the Sichuan-Chongqing region, expected to exceed 50% by 2025 [8]. New Energy and Storage - The establishment of the Hai Chen Energy storage base in Chongqing marks a significant step in the development of the new energy storage industry, with plans for a large-scale industrial park [20][21]. - The new energy vehicle production in Chongqing reached 953,200 units in 2024, reflecting a 90.5% year-on-year growth, significantly outpacing the national growth rate [19].

Group 1: Electric Vehicle Sales - Major automakers reported May sales for new energy vehicles, with BYD selling 382,500 units, a year-on-year increase of 15.28% [1][3] - Zeekr sold 46,500 units, up 15.2% year-on-year, while Leap Motor's sales reached 46,100 units, showing a significant increase of over 148% [1][3] - Xpeng sold 33,500 units, marking a 230% year-on-year growth, and Li Auto sold 40,900 units, up 16.7% year-on-year [1][3] - NIO's sales were 23,200 units, reflecting a 13.1% increase, and Xiaomi's automotive sales exceeded 28,000 units [1][3] Group 2: Solar and Wind Energy - China's photovoltaic installed capacity saw rapid growth in Q1, with optimistic demand forecasts for the U.S. and emerging economies [2] - The central economic work conference emphasized the need for supply-side reforms in the photovoltaic sector, focusing on cost reduction and efficiency improvements [2] - Wind energy projects are expected to progress steadily, with demand anticipated to improve by 2025, benefiting both domestic and overseas markets [2] Group 3: Hydrogen Energy and Industry Developments - The hydrogen energy sector is being driven by policies promoting industrialization, with applications in green hydrogen and chemical sectors expected to expand [2] - China Petroleum & Chemical Corporation announced its initiative to invest in the hydrogen energy industry chain [3][4] - A new fund has been established with an initial scale of 5 billion yuan, targeting the entire hydrogen energy value chain [4] Group 4: Company Updates - Maiwei Co. plans to issue convertible bonds to raise 1.966 billion yuan for the industrialization of perovskite solar cell equipment [4] - JA Solar's application for H-share listing has been accepted by the China Securities Regulatory Commission [4] - Longi Green Energy's CEO has stepped down from his position to focus on R&D and technology management [4]

开源证券近日发布基础化工行业深度报告：我国是全球光引发剂主要生产国，且多个品 种仅我国生产，2023年中国光固化原材料出口12.53万吨，其中光引发剂出口2.54万吨，占比 13.21%。2020年以来，由于光引发下游需求不及预期及市场竞争激烈影响，光引发剂产品 价格与相关企业盈利水平已处于历史低位。随着市场竞争日益激烈，光引发剂行业产能不断 向具备规模优势、成本优势、技术优势的企业集中。 以下为研究报告摘要： 光引发剂主要应用于光固化产品，可分为自由基引发剂、阳离子引发剂等 从光固化材料产业链看，UV光固化材料主要由光引发剂、单体、低聚物和助剂混合而 成，主要产品包括UV涂料、UV油墨、UV胶粘剂等。按引发机理，光引发剂可以分为自由 基光引发剂、阳离子光引发剂和阴离子光引发剂，其中前两种光引发剂产业化较为成熟，自 由基引发剂常见类型包括裂解型和夺氢型。目前行业内主流的光引发剂品种为907、TPO、 184、1173、DETX、ITX、369等。不同型号的光引发剂性能不同，涂料、油墨生产商需视 其需求不同来选择合适的光引发剂进行搭配使用。 需求端：光固化技术性能优异，行业产值、产量稳步增长 光固化技术是一种高 ...

华源证券近日发布大能源行业2025年第22周周报（20250602）：绿电直供业务已明确直 供线路由非电网企业建设，近期国家以及各地相关政策频出，更大概念上的源网荷储一体化 项目进展有望加快，从而使得用户侧商业模式更加丰富，电力交易、虚拟电厂、微电网等方 向值得关注。此外，类似业务模式主要还是为了提高绿电底层需求，有利于新能源设备行业 长期稳定发展，海上风电作为沿海重要的新能源资源发展有望提速。 以下为研究报告摘要： 投资要点： 事件：国家发改委、能源局发布《关于有序推动绿电直连发展有关事项的通知》（以下 简称《通知》）。 绿电直连有助于绿电经济性和环境价值体现。本次政策针对对单一用户的绿电供给模 式，带来2个明显的好处：（1）可以有效降低企业的用电成本；（2）对于企业碳排放认定 有很大帮助（特别是出口型企业）。我国东南沿海出口型企业密集，绿电是该地区重要的新 能源资源，随着直供模式推广有望带动海上风电产业快速发展。 明确绿电直供在现货连续运行区域可反送电网，提高绿电直供模式经济性。以往源网荷 储一体化项目为了降低公共电网调峰压力，通常对自用电比例都有较高要求且不允许反送电 网。《通知》在要求自用电比例不低于 ...

国网重庆武隆供电公司员工在仙女山游客中心指导客户使用充电桩。谭宇凌/摄 "端午节将至，为保障市民平安出游，我们要对线路进行测温、照相，随时查看有无异常现象，防止山火发生。"国家电网重庆电力 （市北运检）红岩共产党员服务队队员杨帆和同事利用无人机开展空中巡检，沿着金凤村、南天门村、华蓥山林场沿线，对位置较高、存 在视线盲区、植被密集区域开展"地面巡查＋无人机巡视"，累计巡视里程27.32公里，充分了解该片区交通情况、水源情况以及含防火隔离 带、消防力量布置在内的政府山火防控情况。 端午期间，国网重庆电力将加强电网调控，做好线路设备巡检消缺等工作，397支应急抢修队、2693人和711辆抢修车、64台发电车、 107台发电机，24小时在岗值守待命，保障重庆电网安全运行和电力正常供应，全力守护山城万家灯火。 5月30日，端午佳节前夕，处处洋溢着浓厚的节日氛围。世界自然遗产地重庆武隆热闹非凡，天生三桥、仙女山等核心景区游人如织， 景区内民俗展演、特色美食体验等端午活动精彩纷呈。为保障节日期间电力可靠供应，国网重庆市电力公司提前谋划、多措并举筑牢保供 防线。 节前，国网重庆武隆供电公司启动全域充电设施设备升级专项行动， ...

Core Points - The National Grid is accelerating the construction of key projects to ensure electricity supply during the summer peak, with significant progress in various regions [1][6] - The construction of UHV (Ultra High Voltage) projects is being prioritized to optimize the main grid and support the high-quality development of renewable energy [2][6] - The Ningxia to Hunan ±800 kV UHV DC transmission project is set to begin live testing, with a focus on ensuring zero defects in the system [3] - The Xinjiang ±800 kV UHV DC transmission project is expected to deliver over 36 billion kWh of electricity annually once operational [5] - The National Grid is working on 140 key projects to ensure reliable electricity supply during the summer peak [6] - The construction of pumped storage and new energy storage projects is being accelerated to support the transition to a clean and efficient energy system [13][17] Group 1 - The National Grid is maintaining construction momentum during the Dragon Boat Festival to ensure project timelines are met [1] - The National Grid has completed 39 UHV projects and is currently constructing 8 additional projects [2] - The Ningxia to Hunan UHV project is undergoing critical testing to ensure operational readiness [3] Group 2 - The Xinjiang UHV project is part of a larger initiative to enhance electricity transmission capabilities from renewable energy sources [5] - The National Grid is focusing on 140 key projects to enhance power supply reliability during peak demand [6] - The construction of the Denshuan pumped storage power station is progressing, with significant manpower involved [14] Group 3 - The Chengdu energy storage station has been completed, marking a significant advancement in the new energy system [15] - The National Grid is promoting the development of energy storage projects to improve grid stability and support renewable energy integration [17] - The company is collaborating with local enterprises to ensure the successful integration of energy storage systems into the grid [17]