截至5月28日，中国石油华北油田郑庄区块单井日产气量在2万立方米以上持续稳产52天，这一在中深煤 层煤层气开采上的技术突破，为油田上产注入强劲动力。 会战攻坚，上产成果不断彰显。山西煤层气分公司秉持"发展沁水、攻关深层、拓展外围"的整体思路， 锚定上产30亿的目标，以"百日上产会战"为载体，凝聚全员上产共识、深刻剖析问题根源、制定有效上 产对策、细化各项任务目标、加快重点工程推进，实现新建直井、水平井单井日产量达到行业平均水平 的1倍左右，高产井比例超49%，产能到位率超95%。 储气增效，能源保障不断升级。近日，文23储气库周期累计注气量突破一亿立方米，创造了该库能源保 障新里程碑。华北油田储气库群坚持"达容一批、新建一批、评价一批"战略，形成苏桥、京58、文23三 座储气库全周期联动生产格局，周期注气量超去年同期7.69%。凭借充足的气源储备与相对稳定的气压 环境，全国首台兆瓦级天然气压差发电机在苏桥储气库已顺利投运超200天，累计发电超700万千瓦时。 此外，华北油田全面推进中国石油唯一的盐穴储气库——叶县盐穴储气库建设，助力黄河流域生态保护 与能源安全，为华北油田增气战略再添"底气"。 气田突破，区域 ...

金元证券近日发布功率半导体黄金赛道：基于Omdia数据，功率分立器件、功率模块市 场规模由2023年的357亿美元，萎缩至2024年的323亿美元，近十年年复合增长率为7.14%。 广义口径下，2024年全球功率器件（含SiC）规模为530.6亿美元，2020-2024年复合增长率 为3.55%。随着第三代半导体材料加速渗透，预计2024-2029年间，全球功率器件有望维持 8.43%的年复合增长率至795.3亿美元。 以下为研究报告摘要： 【责任编辑：杨梓安 】 摘要 基于Omdia数据，功率分立器件、功率模块市场规模由2023年的357亿美元，萎缩至2024 年的323亿美元，近十年年复合增长率为7.14%。广义口径下，2024年全球功率器件（含 SiC）规模为530.6亿美元，2020-2024年复合增长率为3.55%。随着第三代半导体材料加速渗 透，预计2024-2029年间，全球功率器件有望维持8.43%的年复合增长率至795.3亿美元。相 对于车规级功率半导体，功率半导体分立器件及模块的集中度偏低且较为分散，CR5占比在 50%以下。但仍以外企主导，龙头英飞凌市占率稳定在20%左右，国内替代空间相 ...

Core Viewpoint - The successful completion of the efficiency enhancement project for the 110 kV Liushui Transformer No. 1 significantly boosts the power supply capacity and stability of the Longnan power grid, addressing previous capacity limitations and supporting local economic development [1][3][5] Group 1: Project Details - The 110 kV Liushui Transformer was built in 2000 and is crucial for supplying electricity to Wudu City and surrounding agricultural and residential areas, as well as facilitating the transmission of power from local hydropower plants [3] - The capacity of Transformer No. 1 was increased from 20 MVA to 50 MVA, resolving issues related to peak load capacity and enhancing the efficiency of power delivery [3][4] - The project faced challenges such as narrow access roads for equipment transport and high-risk levels associated with the electrical grid and operational activities [3][4] Group 2: Implementation Strategy - The company organized thorough pre-project management, including site inspections and detailed planning to address logistical challenges [4] - Coordination with local transportation authorities was established to minimize disruption during equipment transport, scheduling transport during nighttime to reduce impact on residents [4] - The project was completed 12 days ahead of schedule, demonstrating effective teamwork and the successful integration of experienced personnel with younger staff for skill development [5] Group 3: Future Plans - The company plans to continue enhancing project quality and coordination, focusing on the implementation of key engineering projects to improve the stability and reliability of the Longnan power grid [5]

面对并网任务紧、施工难度大的挑战，该公司深化"党建+基建"协同机制，党员先锋队扎根现场强化全过程管控。安 全方面推行"全员责任清单"，管理人员与施工班组同步开展隐患排查，通过规范作业流程、细化风险预控卡，严控高空作 业、带电区域等关键环节风险。每日通过现场巡查、班前交底、收工总结，动态梳理薄弱环节并落实整改闭环。施工组 织上建立分层分级负责制，优化多专业交叉施工衔接，对复杂工序提前组织模拟推演，同步加强质量监督与工艺标准化 培训，确保各环节衔接紧密、安全可控。通过强化现场协调与资源统筹，既保障了建设进度，又实现了安全零事故目 标。 "35千伏丰西线334断路器现场已由热备转运行。"5月26日，随着太行黎明共产党员服务队队员范国宏与青年突击队成 员管刘军在35千伏西辛店变电站完成最后操作指令，侯马市首座35千伏集中式光伏电站——丰润达新能源项目正式并网 投运。这标志着侯马市在构建新型电力系统、推动能源结构转型方面取得重大突破。 国网侯马市供电公司以构建新型电力系统为核心抓手，将新能源并网作为推动能源结构优化与区域经济绿色发展的战 略支点。丰润达光伏项目作为侯马市首个35千伏集中式新能源工程，不仅是贯彻新发展理念 ...

Core Viewpoint - The company is actively addressing the challenges posed by drought conditions in Gansu Province by ensuring reliable electricity supply for irrigation, thereby supporting local agricultural production and contributing to rural revitalization efforts [3][4][7]. Group 1: Drought Response and Irrigation Support - The company has established a 24-hour emergency service team to ensure reliable electricity supply for irrigation in response to reduced rainfall and high temperatures affecting crop growth [3][4]. - The company has implemented a communication mechanism with local governments and village committees to assess irrigation needs and prioritize electricity supply for drought relief [3][4]. - The irrigation project, known as the Jinghui Electric Irrigation Project, covers an area of 304,200 acres, with a total water supply of 89 million cubic meters [4]. Group 2: Safety and Technical Support - The company is conducting safety inspections of irrigation equipment and providing technical guidance to farmers on safe electricity usage [4][5]. - A proactive approach is taken to monitor the load and temperature of each pump station, ensuring zero safety hazards in electricity supply for irrigation [4][5]. - The company is enhancing awareness of safe electricity use among farmers through various outreach methods, including distributing flyers and conducting on-site explanations [4][7].

"大棚里的电线可不能这样接，我们帮您重新整理一下，照明灯需要安灯罩，否则棚内浇水期间会存在安全隐患。"近日， 国网庆阳供电公司组织国家电网甘肃电力（庆阳南梁）连心桥共产党员服务队深入庆阳市合水县老城镇西瓜种植基地，细致排 查安全隐患，为基地新品种西瓜丰收提供坚实电力保障。 如今，可靠电力持续滋养着瓜田，黄瓤西瓜成为带动乡村振兴的"甜蜜产业"。国网庆阳供电公司将继续结合农业生产实际 情况，聚焦"三农"供电服务，细化夏收秋种保供措施，持续走进田间地头开展供电服务行动，主动将贴心服务送到种植户身 边，以"零距离"的实际行动践行"人民电业为人民"的企业宗旨，在助力产业发展、乡村振兴走上"新路子"的同时，"鼓"起农 民"钱袋子"。 【责任编辑：刘澄谚 】 走进西瓜大棚，绿油油的瓜藤铺满地面，浑圆饱满的"黄美人"黄瓤西瓜掩映在藤叶间，格外诱人。"今年试种了18棚黄瓤西 瓜，这个品种对温度要求高，离不开电。你们的贴心服务和稳定电力，让西瓜的产量品质都有了保障，现在亩产可达3500斤， 一斤卖5元，来体验采摘的人络绎不绝。"老城镇牧家沟村党支部书记周世飞满脸喜悦地说道。目前，牧家沟村300多个大棚内 涵盖食用菌、蔬菜、西瓜多 ...

近日，在濉溪县双堆集镇李湖西、周于配电改造工程现场，国网濉溪县供电公司双堆中心供电所带电作业人员身穿绝缘 服、头戴安全帽，熟练操控绝缘斗臂车缓缓升空，逐步靠近带电线路，开展带电搭火作业，这是双堆供电所首次独立自主完成 10kV线路带电作业，将台区升级改造与带电作业协同，实现台区升级"零感知"，用技术赋能居民生活。 【责任编辑：刘澄谚 】 图二：5月21日，濉溪县供电公司专业人员指导双堆中心供电所开展带电作业。储运涛摄。 目前，通过多轮次帮扶指导，濉溪县供电公司南坪供电所、双堆供电所已具备自主开展带电作业能力，大大提升了濉溪县 供电公司带电作业人员承载力。 图一：5月21日，双堆中心供电所带电作业人员正在开展带电作业。储运涛摄。 今年来，濉溪县供电公司坚持"少停多供、能带不停"的原则，充分实施带电作业，减少停电时长及范围，完成带电作业次 数1281次，同比增加79.53%，实现配网优化和客户供电"两不误"。 下一步，濉溪县供电公司将继续大力开展不停电作业和综合检修，持续指导、提升供电所不停电作业能力。力求以高标准 的不停电作业，为濉溪县的高质量发展提供坚强电力保障。 预计今年迎峰度夏期间，双堆镇原罗集113线路 ...

2000年参加工作以来，他始终坚守在电力通信运维一线，常年奔赴于朔州地区各个电力通信施工作业现场。从最初的一名 电力小白，逐步成长为一名通信运维技术尖兵、班长、创新带头人。2024年受聘国网山西省电力公司"晋电工匠"、高级技能专 家。曾荣获朔州市优秀共产党员、国网山西省电力公司劳动模范等荣誉称号。 "创新不分大小，只要平时用心用脑，针对实际工作中发现的问题，采取有效措施，快速有效改善或解决问题，都是好创 新。"这是国网山西朔州供电公司通信运检二班班长董建雄的创新感言。 期间，为找寻适应数据中心模块化建设的线缆储存最优方案，他以磁带为研发理念，创造性地发明设计了可以双头任意抽 拉的储线装置。该装置在数据中心应用以来，使得机柜空间利用率提升了2倍，压缩运维作业时间5倍以上。在2022年深圳"首 届大国工匠创新交流"会上，"新型储线装置"被山西省总工会推荐参加展示，受到了与会同行的一致认可。此装置现已在省内 外各地数据中心建设当中被广泛采用，创造了可观的经济效益和社会效益。 传道授业带团队 一枝独秀不是春，百花齐放春满园。作为一名基层一线班组长，董建雄处处发挥劳动模范"传帮带"作用，紧跟电力通信专 业发展步伐，带头 ...

Core Viewpoint - Pinduoduo's Q1 2025 financial results showed a revenue of 95.6722 billion yuan, a 10% year-on-year increase, but below market expectations of 101.6 billion yuan. Net profit attributable to ordinary shareholders was 14.7418 billion yuan, a 47% decline year-on-year, indicating challenges in maintaining profitability amid rising costs and competitive pressures [1][2]. Revenue Structure - The revenue from online marketing services and other services was 48.722 billion yuan, a 15% year-on-year increase. Transaction service revenue was 46.955 billion yuan, a 6% year-on-year increase, but below the expected 54.231 billion yuan, suggesting a slowdown in transaction volume growth [1]. Cost and Profitability - Sales and marketing expenses surged by 43% to 33.403 billion yuan, primarily due to increased competition and customer acquisition costs, which significantly impacted profit margins. Additionally, operating costs rose by 25% year-on-year, driven by higher fulfillment and payment processing expenses [1][2]. Market Environment and Strategy - The company acknowledged that the changing market environment and new challenges have led to a slowdown in revenue growth, which is also influenced by fluctuations in the foreign exchange market. The chairman emphasized the need to sacrifice short-term performance to support merchants through temporary fluctuations [1][2]. Long-term Focus - The CFO pointed out that the combination of business scale expansion, intensified competition, and increased external uncertainties has contributed to the slowdown in growth. The company is focused on long-term intrinsic value enhancement rather than quarterly financial performance, with ongoing investments in its ecosystem [2]. Stock Market Reaction - Following the earnings release, Pinduoduo's stock price experienced a pre-market drop of over 20%, ultimately closing down nearly 14% [3].

中长期交易"压仓锁价"，筑牢收益底线。配售电公司根据市场供需形势、现货价格走势和机组检修方式，将各厂年度交易锁定80%基 本盘压仓；通过分析东西部区域价差规律，建议各厂优先与低价区域用户签约；与同行业建立良好合作关系，灵活置换冗余电量，提升 交易流动性，全力获取中长期保价收益。截至4月底，蒙西火电完成中长期交易电量82.43亿千瓦时，合约签约率完成109%，在五大发电 集团中控制最优；中长期交易均价完成343.37元/兆瓦时，在五大发电集团中位居次席，为集团公司锁定保底收入超过28亿元。 现货交易"分钟级狙击"，捕捉价格脉冲。配售电公司不断完善现货交易日调度工作机制，月内实施"政策研究响应-日调度-周跟踪-月 复盘"闭环管理，日内实施"晨间价格预判-日内大盘调仓-夜间复盘总结"工作流程，借助营销数字平台及辅助决策系统建立"数据雷达"， 整合全网海量信息，精准预判价格走势，动态测算合约签约比例，利用日内融合挂牌和置换交易窗口，灵活调整持仓掘金，严格遵循"日 保周、周保旬、旬保月"工作原则，精打细算提高机组盈利水平。4月份，蒙西火电现货市场电能均价、售电均价均在五大发电集团中排 名第一，创现货市场开启以来历史最高 ...