安全防线的构筑同样以"实战标准" 严格执行。改造前，变电二次班开展"1:1" 操作模 拟，向配线人员专项交底 12 项危险点，明确"拆线时需测量一芯、包覆一芯，严防误碰" 等 操作规范。副班长张文斐逐线复核临时保护平台接线，确保 16 条二次回路 "零差错"，为作 业安全加上"双保险"。 流程创新中，"三重防护" 机制确保保护功能全程"不缺席"。作业严格执行"三确保" 原 则：确保改造期间线路始终有保护、确保新旧装置无冲突、确保监控信号实时上传；同步落 实"二次安措票 + 拆接线记录" 双管控，全程留档备查，实现"操作可追溯、风险可闭环"。 7月9日，首条线路111龙氧一线改造现场，赵吉贤带领队伍完成临时保护平台转接，经 张文斐逐项核验后，运行人员按票投运新装置。随着不停电保护改造平台平稳退出，后台监 控显示"遥测数据无波动、告警信号零异常"，标志着此次技术攻坚首战告捷。 7月11日，金昌电网成功完成10千伏线路间隔保护装置首次 "零停电" 换型作业，标志着 配网线路智能化改造取得重大突破，为区域供电可靠性提升树立了全新标杆。 作为金昌电网首次尝试的10千伏线路间隔不停电保护改造项目，此次作业一举填补了本 地 ...

Core Viewpoint - The China Electricity Council has announced the "Continuing the Industrial Flame, Illuminating the Spirit Road" list of electrical industry heritage, with State Grid Corporation of China having 29 projects selected, including the Liujiashan Hydropower Station [1][3]. Group 1: Heritage Recognition - This year marks the 143rd anniversary of electricity in China and the 20th anniversary of the establishment of Cultural and Natural Heritage Day [3]. - The electrical industry heritage is an important part of cultural heritage, representing the enduring "industrial flame" throughout a century of electrical development [3]. - A total of 80 projects were selected after a rigorous review process for the heritage list [3]. Group 2: Liujiashan Hydropower Station Initiatives - The Liujiashan Hydropower Station, as a management unit, emphasizes the balance between tradition and modernity, and the dual focus on excavation and enhancement of industrial heritage [3]. - The station has developed core resource bases including "one reservoir, one dam, two museums, two parks, and two exhibition halls" [3]. - Plans are in place to create an underground industrial heritage museum by February 2025, showcasing achievements in river management, industrial development, power grid advancement, and hydropower construction under the leadership of the Communist Party of China [3]. Group 3: Future Development Goals - The Liujiashan Hydropower Station aims to strengthen the protection and utilization of industrial heritage, while deeply exploring red resources, historical resources, and cultural resources [4]. - The goal is to create a material carrier and important window that witnesses the achievements of the electrical industry, revitalizing heritage resources and enhancing educational outreach [4]. - The initiative seeks to infuse new vitality and brilliance into the heritage in the new era, leveraging strong spiritual power to promote high-quality development of the enterprise [4].

今年来，国网甘肃省电力公司党校（培训中心）坚持党建引领，以实施质量提升三年行动为抓手，以开展基本培训为牵引，深入推进 教学质量改革，高质量教育培训党员干部，建好干部培训主阵地、当好人才培养主力军、做好支撑赋能主平台，为公司和电网高质量发展 提供坚强的人才智力支撑。 《智库建设规划》《2025-2027课题指南》相继出炉，8项研究课题、9部教材同步启动，牵头或参与了3门国网总部领导人员培训课程 的开发。"我们不仅培养人，更要当好公司发展的'思想引擎'和'智慧外脑'。"该单位相关负责人表示。 战一线 破瓶颈 技能练精兵 学理论 重实践 扎深思想根 在党校（培训中心），有一个"两个带来、一个带回"的传统，即每一位学员进校前，必须带一个来自实践一线的"成功经验"或"典型案 例"以及一个本单位亟需破解的"难点痛点"，在培训结束后带回一个解决问题的思路。 "我带来的问题是如何更好地为构建新型电力系统服务。"6月9日，国网总部负责人履职能力提升培训班学员在入校时说道。这些沉甸 甸的"问号"被迅速汇总，党校随即组织精兵强将，为学员量身定制答疑解惑的方案。 课堂之上，思想的火花四溅。小组自由发言、全班重点研讨、跨班交流碰撞…… ...

抢修班杨坤、刘向春立即对该村多用户进行紧急断电，网格化排查小组兵分两路，采用逐杆、逐表箱的 科学精细化排查方式，使用卡钳表对用户表箱电源线进行电流检测。 "是供电所吗?我是嘉新村的李海斌，这两天家里感觉漏电，都不敢做饭，怎么办呀，快来帮我看看 吧!"7月14日，国网丰宁县供电公司丰宁镇供电所营业厅工作人员李春革接到居民李海斌打来的求助电 话。 "李先生，请你不要着急，现在暂时不要用电，麻烦你先在院子里通知一下邻居，让大家注意安全，我 们马上过去。"挂断电话后，营业员李春革告知台区经理杜金海、解斌相关情况，第一时间驱车前往嘉 新村。到达现场后，第一时间安抚居民紧张的情绪，随后开始排查。 "是供电所的同志吧，我家感觉有漏电现象"，村民王大妈说道，杜金海疑惑不是男同志报修的吗，仔细 询问下才发现漏电现象不止一家，经过走访得知附近居民家中近日都存在漏电现象。二人一边一边拨打 相邻台区台区经理联系电话，一边和所长李慧翔反映将现场情况，不久供电所多支力量齐聚嘉新村，组 建由杨坤、刘向春、温永刚、闵学钊等人组成的网格化排查小组，大家开始分路排查用电隐患。 "11.7A电流值异常！"温永刚的惊呼声打破了现场的紧张气氛。经过一 ...

Core Viewpoint - The petrochemical industry is expected to experience improved profit margins for refining companies due to a decline in oil prices and enhanced cost optimization, particularly for private refining enterprises like Zhejiang Petrochemical and Hengli Petrochemical [1][2]. Group 1: Industry Outlook - The oil price is projected to decline in the first half of 2025, leading to a decrease in the price center, which will positively impact the price spread of chemical products, especially olefins [1][2]. - The theoretical net profit for Zhejiang Petrochemical is estimated at approximately 53 billion, 107 billion, and 138 billion yuan under oil prices of 80, 70, and 60 USD respectively, while Hengli Petrochemical's theoretical net profit is estimated at 16 billion, 45 billion, and 70 billion yuan under the same conditions [1][2]. - The refining industry is entering a phase of stock competition due to a slowdown in supply-side growth, with the National Development and Reform Commission (NDRC) controlling crude oil processing capacity to remain under 1 billion tons by 2025 [3]. Group 2: Demand and Consumption - The demand for chemical products is expected to maintain a steady but weak recovery, with an average annual growth rate of about 3%-4% for domestic chemical oil demand from 2025 to 2026 [4]. - The consumption of polyethylene is projected to grow at a rate of 1-4% from 2025 to 2030, while the aromatics sector may see a recovery due to downstream capacity expansion [5]. Group 3: Financial Performance and Investment Value - The private refining sector is expected to benefit from cost optimization due to falling coal prices, with estimated reductions in coal costs for Hengli Petrochemical and Zhejiang Petrochemical of approximately 11.74 million and 8.24 million yuan respectively [2]. - The overall debt ratio of companies is expected to decrease by 5%, leading to a financial cost optimization of about 9-12 million yuan [5]. - The long-term investment value of private refining companies is highlighted, as their current valuation is believed to be lower than the intrinsic value of their refining assets [5]. Group 4: Investment Recommendations - The industry is recommended to focus on private refining leaders with significant scale advantages and a diversified product portfolio, such as Hengli Petrochemical and Rongsheng Petrochemical [6].

龙芯中科发布新一代CPU及GPGPU。龙芯中科一直致力于研究除ARM架构和X86架构 之后的第三套自研信息技术体系及产业生态。2025年龙芯产品发布会上，龙芯中科发布最新 一代3C6000系列处理器。本次产品主要打造了5种服务器主板方案（3C6000/S单路、双 路;3C6000/D双路;3C6000/Q双路;3C6000/D四路）主要针对不同应用群体，服务器性能全面 对标Intel第三代至强服务器系列，基本达到2023年市场主流产品水平，实测中64核心双路和 32核心四路产品整机性能比较Intel的8380有小幅优势。GPU9A1000定位入门级的显卡，支 持AI加速，AI算力预计在40TOPS，相较于公司上一代2K3000性能提升5倍以上，产品目前 已经在研发尾声，即将进入流片。 国内多家GPU企业发布招股说明，国内GPU算力发展脚步加快。摩尔线程，沐曦集成电 路（上海）股份有限公两家公司于2025年6月30日发布招股说明书。摩尔线程自主研发的全 功能GPU，沐曦股份是国内高性能通用GPU产品的主要领军企业之一。 国内政策利好算力市场发展。根据2023年10月工业和信息化部等六部门关于印发《算力 基础设施 ...

Group 1 - The core viewpoint of the articles highlights the recent price increases in the photovoltaic industry, particularly in the silicon material, silicon wafer, and battery segments, driven by industry self-discipline and government policies aimed at curbing price wars [2][3]. - The N-type polysilicon prices are reported to be between 43 to 49 yuan per kilogram, while granular silicon prices range from 41 to 46 yuan per kilogram, indicating a significant price jump due to cost support [2][3]. - Silicon wafer prices have increased by 8% to 11.7% across different sizes, reflecting a coordinated price rise in response to market conditions [2][3]. Group 2 - The government has signaled a strong intention to address the issue of low-price disorder in the photovoltaic industry, with recent meetings and articles emphasizing the need for high-quality development and the exit of backward production capacity [2]. - The investment suggestion includes focusing on leading companies in the silicon material segment, such as Tongwei Co., and in the photovoltaic glass segment, such as Fuyao Glass, as well as new technology leaders like Aiko Solar [4]. - The frequent actions in the intelligent robotics sector, including significant acquisitions and project wins, suggest potential benefits for related industries, with recommendations to pay attention to companies like Wolong Electric Drive and others [4].

Core Viewpoint - The electronic industry is experiencing a mild recovery, with strong performance from edge AI companies like Espressif Systems and Rockchip, driven by robust downstream demand from AIOT and accelerated product penetration [1][2][3]. Industry Summary - The 2025 semi-annual performance forecasts are being released, indicating that edge AI companies are performing well due to sustained demand from AIOT [3]. - Espressif Systems is expected to achieve revenue of 1.22-1.25 billion yuan for the first half of 2025, a year-on-year increase of 33%-36%, with net profit projected to rise by 65%-78% [3]. - Rockchip anticipates revenue of approximately 2.045 billion yuan for the first half of 2025, representing a year-on-year growth of about 64%, with net profit expected to increase by 185%-195% [3]. Product and Technology Developments - The release of xAI's multimodal model Grok4 has improved reasoning capabilities by ten times compared to its predecessor, Grok3, and has set a historical record in HLE testing [4][5]. - Grok4 features a context window of 256,000 tokens and supports various interaction modes, including text, images, and video [4][5]. Investment Recommendations - The industry is advised to focus on four main investment themes: AIOT, AI-driven technologies, equipment materials, and consumer electronics [1][2][6]. - Specific companies to watch include Espressif Systems, Rockchip, and others benefiting from strong domestic and international demand in the AIOT sector [6].

Core Insights - Pengfei Group is transforming its resource advantages into development advantages by implementing a comprehensive hydrogen energy industry chain, aligning with national modernization strategies [1][3] - The company is leveraging its deep-rooted coal coking industry to support Shanxi's energy transition, innovatively converting coke oven gas into hydrogen through advanced pressure swing adsorption (PSA) technology [3][4] Industry Developments - The annual production capacity of 20,000 tons of high-purity hydrogen from coke oven gas and a supporting green hydrogen project using waste heat from dry quenching have been successfully launched [4] - Pengfei has established four hydrogen refueling comprehensive energy islands, with the North Yao refueling island achieving a daily refueling capacity of 8 tons, the largest in both domestic and international contexts [6] Environmental Impact - The company has deployed 830 hydrogen energy vehicles, including heavy trucks and buses, achieving over 42 million kilometers driven and a carbon reduction of 28,000 tons [8] - The establishment of the Pengfei Intelligent Automotive Manufacturing Industrial Park is contributing to the production of recognized self-branded heavy trucks, positioning the company as a leading zero-carbon demonstration base [8][9] Technological Advancements - Pengfei has developed the world's first 250kW hydrogen fuel engine and has established five hydrogen production process standards, becoming a key player in setting national hydrogen energy standards [11] - The company is collaborating with leading domestic and international firms to enhance technological innovation and market expansion, aiming to solidify its role in the national hydrogen energy strategy [11] Strategic Vision - The chairman of Pengfei Group emphasizes that the national strategy is the company's primary strategy, with plans to develop a comprehensive hydrogen energy corridor and promote the use of one million hydrogen heavy trucks [13][15] - The transition from a traditional energy company to a hydrogen energy leader illustrates that traditional energy firms can be catalysts for revolution in the context of carbon neutrality goals [15][16]

Core Viewpoint - The company is actively preparing for the peak summer electricity demand amid rising temperatures, ensuring stable power supply and safety through innovative management and technology [1][3][14]. Group 1: Power Supply Management - The maximum load of the Baiyin power grid has reached 2.326 million kilowatts, a year-on-year increase of 3.07%, indicating a significant rise in electricity demand [1]. - The company has implemented a refined management model that integrates meteorological data, historical electricity usage, and real-time load demands to enhance load forecasting accuracy [3][4]. - A dual-track mechanism combining scheduling and marketing has been established to provide tailored electricity solutions for key users, ensuring reliable power supply [3]. Group 2: Emergency Preparedness - The company has developed detailed emergency response plans for unexpected situations such as grid failures and extreme weather, conducting regular drills to enhance response capabilities [3][4]. - A comprehensive load management plan is in place, monitoring electricity usage across various sectors to support supply-demand balance [4]. Group 3: Technological Empowerment - The company has completed the construction of a demonstration transmission line equipped with advanced monitoring devices, significantly improving operational efficiency and response times to emergencies [6][7]. - The use of drones and electric lifting devices has transformed traditional maintenance methods, reducing labor intensity and safety risks during live-line work [7]. Group 4: Proactive Operations - The company is conducting thorough inspections of power lines and equipment, utilizing smart inspection systems to identify potential issues before they escalate [9][10]. - A focus on flood prevention measures has been established, with regular inspections of vulnerable areas to ensure operational safety during adverse weather conditions [10]. Group 5: Customer Service - The company prioritizes customer needs, providing efficient services for new electricity installations and conducting safety awareness campaigns for residents [12][13]. - Initiatives to educate customers on safe electricity usage and energy-saving techniques are being actively promoted [13]. Group 6: Commitment to Responsibility - The company emphasizes its commitment to maintaining a high level of political responsibility and operational readiness to ensure the safety and stability of the Baiyin power grid during peak demand periods [14].