Core Viewpoint - The State Grid Chengde County Power Supply Company has initiated a safety special governance action focusing on the safety of metering boxes, aiming to prevent electrical fire hazards and enhance asset management through a combination of technology and management strategies [1][2]. Group 1: Safety Measures - The action targets key risk points such as loose screws, unsealed metering boxes, and rainwater infiltration, implementing corrective measures like tightening, locking, and waterproofing [1]. - A total of 337 various hazards were identified and rectified, including the replacement of 117 damaged boxes and insulation sealing in 95 locations, significantly improving the safety and stability of metering boxes in the area [2]. Group 2: Community Engagement - The company has established a long-term mechanism of "inspection + supervision" by incorporating metering box inspections into grid-based operational responsibility areas, conducting quarterly on-site inspections [2]. - Community awareness is being raised through announcements and the distribution of safety manuals, promoting the importance of not tampering with metering boxes and reporting hazards to the power supply department [2]. Group 3: Future Plans - The company plans to continue deepening the regular inspection work and strengthen the internal simulation profit center construction, ensuring reliable electricity supply during the summer peak [2].

Industry Overview - The electronic industry in China showed significant differentiation this week (2025.05.12-2025.05.16), with consumer electronics emerging as the highlight while semiconductors and electronic chemicals faced notable pressure [1][2] - The Shanghai Composite Index rose by 0.76%, while the Shenzhen Component Index increased by 0.52%, and the CSI 300 Index went up by 1.12%. The Shenwan Electronics sector, however, declined by 0.75%, ranking 28th out of 31 sectors in terms of performance [2] Consumer Electronics - The consumer electronics sector led the overall performance with a 1.12% increase, driven by a 1.96% rise in brand consumer electronics and a 1.01% increase in consumer electronic components and assembly [1][2] - The optical optoelectronics segment saw a modest increase of 0.26%, while the panel sub-sector rose by 0.91%. However, LED and optical components faced declines of 0.61% and 0.41%, respectively [1][2] Semiconductor Sector - The semiconductor sector experienced a decline of 1.69%, with all sub-segments showing negative performance [1][2] - The report highlighted that the semiconductor industry is under pressure, contrasting with the positive performance of the consumer electronics sector [1][2] Component Sector - The components sector saw a slight increase of 0.19%, with printed circuit boards rising by 0.54%, contributing significantly to the overall gains. However, passive components experienced a small decline of 0.75% [1][2] Company News - Notable industry events include the U.S. planning to export hundreds of thousands of chips to AI companies in the UAE and Saudi Arabia, and the announcement of Xiaomi's self-developed mobile chip [3] - AMD is set to launch the Zen6 architecture EPYC9006 processor and RX9060XT graphics card, based on TSMC's 2nm process [3]

2025年5月20日是《米制公约》签署150周年，也是第26个世界计量日，全球及中国主题确定为"计量顺 时代之需，应民生之盼"。为提升公众对电力计量工作的认知度与信任感，5月18日，国网汾阳市供电公 司举办"精准计量筑根基，智慧电网惠民生"主题宣传活动，通过现场服务、科普互动、实验室开放等形 式，向市民普及电力计量知识，展示智能电网技术成果。 活动现场，国网汾阳市供电公司设立计量咨询台，组织技术骨干为市民提供免费电能表检测、家用电器 能效评估服务，并现场演示智能电表数据读取、阶梯电价计算方法。工作人员通过实物对比，向市民讲 解"鬼表"（非法改装电表）的识别技巧，提醒用户防范计量欺诈。同时，针对居民关心的"电费异 常""智能电表精准度"等问题，技术人员结合典型案例进行答疑，发放《电力计量知识手册》500余份， 接受咨询200余人次。 公司邀请市民代表、学生群体走进计量实验室，近距离观摩智能电表自动化检定流水线、高压计量装置 校准过程。技术人员通过互动实验，展示电能表从生产到投运的全流程质量管控，并演示远程抄表、故 障预警等数字化技术。一位参与活动的高中生表示："第一次看到电表'体检'的全过程，原来计量误差 控制 ...

近日，由重庆城投江长建设有限公司投资建设、中交路桥建设有限公司承建的重庆市两江新区-长寿区快速通道项目(长寿段)经开区隧道左洞正式 进入掘进作业、项目首段 1200 米路基进入路面施工阶段、主线 14 号桥项目首联现浇梁正式进入施工、主线 15 号桥正式进入上部连续刚构现浇阶 段、晏家隧道左洞掘进即将突破 1500 米大关。 经开区隧道全长约261米，隧道布置为双向四车道隧道；隧道洞门形式：进口为削竹式、出口为端墙式。目前已完成进出口套拱及大管棚施工，出 口端掘进施工组织已准备就绪，正在进行掘进作业。 首段路基1200米路面施工位于主线12号桥与收费站之间，路基总宽度29米,半幅净宽12米。路面结构共计0.8米,路基分部工程水稳摊铺共计103490.7 平。施工过程严格遵循设计规范要求，路基完成施工经验收合格后再进行路面底基层、基层施工，路面底基层、基层采取全幅施工的方式，底基 层施工完成经检验合格满足要求后，进行基层施工。水泥稳定碎石、混凝土应严格控制配合比，保证足够的压实度和平整度，基层、底基层采用 骨架密实型、振动成型法施工。底基层与基层施工做好计划安排，保证施工连续性。施工过程检验试验情况，遵循现场监 ...

Core Viewpoint - The company is proactively preparing for extreme weather conditions in Beijing, implementing emergency response measures to ensure the stability and safety of the power grid during thunderstorms and hailstorms [2][3][5]. Group 1: Emergency Preparedness - The company has activated its meteorological disaster warning response, enhancing monitoring of the power grid and mobilizing emergency personnel and equipment [2][3]. - Over 1,700 emergency repair personnel are on standby with 80 power generation vehicles, 700 repair vehicles, and various other equipment to ensure rapid response to power outages [3][5]. - The company is conducting special inspections of key facilities and surrounding environments to eliminate potential hazards [3]. Group 2: Technology Utilization - The company is utilizing "AI + Power" technology to monitor the power grid in real-time, improving decision-making for fault diagnosis and emergency response [5]. - The "Power Grid One Map" feature allows for immediate fault detection and location, reducing average repair time by approximately 20 minutes [5]. - The company employs a lightning monitoring system with over 90% detection efficiency and a precision of 500 meters to minimize the impact of lightning on transmission lines [5]. Group 3: Customer Communication and Safety - Customer service personnel are enhancing communication with critical clients, including government agencies and hospitals, to ensure their power supply needs are met [3]. - The company advises residents to minimize outdoor activities during severe weather and provides guidelines for safety around electrical facilities [7]. - The company offers multiple online channels for customers to purchase electricity, ensuring accessibility during adverse weather conditions [7].

Group 1: Energy Sector Insights - The report highlights the uncertainty surrounding the entry of new energy sources under Document No. 136, but emphasizes that the dual carbon strategy remains a steadfast guiding principle for China's energy development, suggesting a preference for undervalued quality wind power operators [1] - The new regulations from the China Securities Investment Fund Industry Association and the China Securities Regulatory Commission are expected to significantly impact the asset management industry's behavior, particularly favoring public utilities as a major beneficiary [2][4] - The analysis indicates that the four major hydropower companies have consistently ranked in the top 4% of the entire A-share market in terms of risk-return ratio over the past five years, with leading thermal power companies also performing well [3] Group 2: Investment Recommendations - The report recommends focusing on hydropower companies with strong risk resistance and undervalued quality thermal power operators benefiting from declining coal prices, while also suggesting a preference for quality wind power operators [5] - Specific recommendations include: Hydropower: Guotou Power, Changjiang Power, Chuan Investment Energy; Wind Power: Longyuan Power (H), Goldwind Technology (H), Xintian Green Energy, Datang New Energy, China General Nuclear Power; Thermal Power: Waneng Power, Shanghai Electric, China Resources Power, Huadian International, Sheneng Shares [5] - The report also suggests monitoring companies that benefit from the construction of new power systems and those with high risk-return ratios, such as Guodian NARI, Siyi Electric, Pinggao Electric, and Dongfang Electronics [5] Group 3: Energy Storage Developments - The report notes a significant increase in domestic orders for energy storage systems, with a focus on improving the profitability of energy storage stations through various measures, particularly in Shandong province [6] - The overseas demand for energy storage remains strong, with a reported 756.72% year-on-year growth in overseas orders for the first quarter of 2025, approaching a total of 100 GWh [6] - Key suppliers in the energy storage sector, such as Sungrow Power Supply, CATL, and Aters, are expected to benefit from these trends [7]

华源证券近日发布有色金属 大宗金属周报：受中美关税"降级"催化影响电解铝大涨，后 伴随氧化铝价格反弹而反弹，成本支撑仍是电解铝价格主线。库存方面，现货库存58万吨， 环比降低6.3%，沪铝库存15.6万吨，环比降低8.0%，相比上周库存改善明显，一方面有上周 过节因素另一方面受中美缓和下游补库影响，5-6月份本为传统淡季，但考虑中美缓和或出 现"淡季不淡"的情况，价格高度随氧化铝波动，或反弹至2.05-2.1万元/吨。 以下为研究报告摘要： 投资要点： 铜：铜价维持震荡，等待后续宏观催化。本周伦铜/沪铜/美铜涨跌幅分别为 +0.86%/+0.89%/-1.34%，本周一中美发布经贸会谈联合声明，实现对等关税"降级"，受此催 化全球商品价格反弹，沪铜一度反弹至7.9万元/吨，后续逐步回落至7.8万元/吨。基本面方 面，受美国232铜进口调查影响，海外铜库存仍在转移，LME库存下降而comex库存高增， 反观国内库存开始回升，smm社会库存13.2万吨，环增9.91%，沪铜库存10.8万吨，环增 34%。下游开工开始回升，铜杆开工率73.26%，同增10.47pct。我们认为铜价短期维持震 荡，宏观面重点关注：1 ...

5月16日，以"AI驱动 智启未来"为主题的"智远·光启"2025数字科技大会在横琴粤澳深度合作区召开。大会由横琴粤澳深度合作区执行委员会指导，中国电 子信息行业联合会主办，远光软件股份有限公司承办。大会致力于打造数字科技领域的行业协作与创新生态，研讨推进人工智能等前沿技术的突破与应用， 推动数字科技与产业创新的深度融合，助力数字经济高质量发展。 大会设1场主旨会和3场专题会。主旨会上，欧洲科学院外籍院士、华南理工大学计算机科学与工程学院院长陈俊龙作《企业数字化转型与大小模型协同智能 决策》专题报告，介绍人工智能应用发展进程、生成式模型相关成果及政策，分析数据安全、风险控制对人工智能发展的重要性，并探讨了未来大模型应用 于数智企业等垂直领域的可能性。来自同济大学、上海国家会计学院、国家电网、华为、金川集团、深圳市第二人民医院、朗坤、远光软件的专家学者围绕 企业数字化转型、AI赋能高质量发展等议题作分享交流。专题会上，各位专家和与会代表围绕"企业数字化转型与发展""智慧财务创新与实践""医院数智化 精益运营管理"等专题展开了深入研讨。 会议期间，华为、腾讯、京东、百度、远光软件、朗坤、达梦、中创软件、飞腾、统信 ...

Core Viewpoint - The article highlights the balance between protecting the endangered Oriental Stork and ensuring the safety of power lines, showcasing innovative ecological solutions implemented by the State Grid Tongliao Power Supply Company to achieve coexistence between wildlife and infrastructure [1][3][9]. Group 1: Ecological Importance - The Oriental Stork, a national first-class protected species with a population of only 7,000 to 9,000, relies on specific habitats, and the improved ecological environment in Tongliao has made it a crucial stopover during migration [1]. - There are currently 21 nests of Oriental Storks observed on 9 power transmission lines in the Kezuohouqi area of Tongliao, with over 100 storks recorded [1]. Group 2: Challenges and Solutions - The storks prefer nesting on stable power transmission towers, which can lead to short circuits due to nesting materials and bird droppings, posing risks to the power grid [3]. - The State Grid Tongliao Power Supply Company has adopted a mission of "protecting the line and loving the birds," exploring eco-friendly solutions to mitigate these risks [3]. Group 3: Technological Innovations - The company has developed "protective clothing" for power towers using high-strength epoxy resin insulation boards to create physical barriers against bird droppings and nesting materials, which are durable and suitable for local climate conditions [5]. - Additionally, anti-bird insulation spraying has been implemented on 220 kV power lines to increase the creepage distance and reduce the likelihood of faults caused by bird droppings, enhancing power supply stability [5]. Group 4: Smart Inspection and Monitoring - A "human patrol + drone patrol" inspection model has been adopted, utilizing drones equipped with high-definition cameras to monitor bird activity and predict nesting hotspots through big data analysis [7]. - The company has also deployed sound and light bird deterrents to effectively drive away Oriental Storks from hazardous areas while maintaining ecological balance [7]. Group 5: Future Plans and Vision - The company plans to integrate bird protection efforts into its digital transformation strategy for the power grid, utilizing IoT technology for remote monitoring and intelligent operation of bird protection facilities [9]. - Collaborations with universities and research institutions are planned to study bird behavior and develop more innovative solutions for protecting both the power lines and the storks [9].

5月14日，国网侯马市供电公司10千伏新民线714线路成功启动送电，标志着侯马市第6 座110千伏盟书变电站正式投入运行。此次电网升级改造显著提升了侯马城市区域供电可靠 性，形成"三源一环"的网架结构，为2025年迎峰度夏期间电网安全稳定运行提供了有力保 障。 据了解，"三源一环"网架结构常见于城市核心区或高负荷密度区域。"三源"指由三个 220千伏变电站多电源支撑，"一环"指6座110千伏变电站互联形成一个环状网络。该结构可 实现多电源互为备用、站间负荷联络互供，提高区域供电可靠性，减少停电风险。 经测算，该工程投运后，侯马区域供电能力将提升22%，不仅解决了110千伏乔村站、 35千伏新港站主变不满足N-1安全准则的隐患和3条线路超300安重载运行难题，更能满足未 来5年侯马东北部产业发展与民生用电的双重需求。今后，该公司持续聚焦新时代人民美好 用电需求，以系统思维深化配网线路布局，推动网架结构强化与服务品质升级双轮驱动，为 地方经济社会发展提供更优质电力服务。 本次工程作为2025年重点项目，需新建及改造10千伏线路10千米，敷设电缆6千米，安 装智能柱上断路器11台，组立杆塔26基，涉及14条线路负荷 ...