抢修人员们顶风冒雨，分组分段对受损线路展开巡视。狂风裹挟着暴雨，不断地拍打着他们的身躯，但 他们没有丝毫退缩。手电筒的光芒在黑暗中摇曳，照亮了他们前行的道路，也照亮了居民们心中对光明 的希望。 经过连续5个多小时的紧张抢修，5月9日3：12，所有受损线路终于恢复供电。那一刻，光明重新照亮了 吉安县的每一个角落，居民们家中的电器再次运转起来，欢声笑语也重新回荡在这片土地上。 5月8日晚十时许，吉安县被笼罩在一片电闪雷鸣、狂风暴雨之中。强对流天气如同一只暴怒的猛兽，无 情地袭击着这片土地，导致高塘、安塘等乡镇的电力设施遭受重创。故障的发生，打破了夜晚的宁静， 也拉响了国网吉安县供电公司紧急抢险的警报。 "大家注意安全，仔细检查每一处线路，不放过任何一个可能存在的故障点！"敦厚供电所所长刘先禄在 特巡高塘镇10千伏高岭线时大声喊道。他的声音在风雨中显得有些沙哑，但却充满了力量。抢修人员纷 纷点头，手中的动作更加迅速而仔细。他们深知，在这样恶劣的天气条件下，任何一个小小的疏忽都可 能导致严重的后果。 经过艰难的排查，抢修人员终于逐一查找到受损线路故障点。面对故障点棘手问题，该公司迅速制定了 先复电后抢修的原则，采取手 ...

Core Viewpoint - The event "Seeing UHV" organized by State Grid Fen Yang Power Supply Company aims to enhance public awareness and recognition of the electric power brand through photography and knowledge dissemination [1][3]. Group 1: Event Overview - The "Seeing UHV" event took place on May 8, organized by State Grid Fen Yang Power Supply Company, inviting local photography enthusiasts to capture the beauty of UHV lines [1]. - The event included on-site explanations to educate participants about UHV technology and its significance in local economic development [3]. Group 2: Educational Impact - Participants gained a deeper understanding of UHV transmission technology and expressed high appreciation for the efforts of power workers [3]. - The photography captured the grandeur of UHV lines and the harmony between power facilities and the natural environment, highlighting the role of electric power in ensuring energy security and promoting green development [3]. Group 3: Corporate Responsibility - The "Seeing UHV" event is part of the company's commitment to social responsibility and the promotion of electric power culture [3]. - The company plans to continue leveraging brand building as an opportunity to conduct various social activities that contribute to local economic and social development [3].

5月8日，±800千伏庆阳换流站主变压器嗡鸣启动，电流以每秒30万公里的速度穿越黄土 高原，跨越915公里，向山东输送强大电力。在"十四五"国家重点项目的"山海答卷"背后， 作为陇电入鲁工程的起点，在庆阳市委、市政府的坚强领导下，国网庆阳供电公司充分发挥 属地化力量，写下新时代的能源传奇。 ±800千伏庆阳换流站选址确定后，在用地预审期间，由自然资源、林业、电力等8部门 组成联合专班，利用无人机遥感技术，用14天完成了换流站生态红线、基本农田、文物保护 区"三线划定"工作，较常规流程缩短了45天，创下特高压工程用地审批的新纪录，让"庆阳 速度"在能源工程建设领域声名远扬。"陇电入鲁智慧征迁系统"的上线，更是为工程建设按 下"快进键"。 在±800千伏庆阳换流站建设时，用地手续办理成为关键节点。为解决这一难题，庆阳市 政府各部门创新性地采用"容缺+并行"办理机制，开通绿色审批通道，工作人员加班加点， 仅用7天就将28项组卷资料报送至上级部门，两个月内成功获得"两证一书"，让项目得以顺 利开工。在后续工程建设中，国网庆阳供电公司与各方协同努力，先后取得庆阳北750千伏 变电站项目的用地审批和±800千伏庆阳换流站 ...

Core Viewpoint - The construction of the 35kV Taiping Substation project by the State Grid Suixi County Power Supply Company has reached a critical phase with the arrival of smart switchgear and distribution equipment, marking the start of the electrical equipment installation stage for this significant livelihood project [1][2]. Group 1: Project Overview - The Taiping Substation project, with a total investment of 41.67 million yuan, aims to build one 35kV substation, expand two intervals, and lay 23.12 kilometers of lines [2]. - The project will significantly optimize the regional power grid structure and enhance the reliability of power supply for nearly 50,000 residents and agricultural production in areas such as Nanping Town and Sundian Town [2]. Group 2: Technological Advancements - The project employs the latest modular design concept from the State Grid Corporation, featuring fully insulated closed structures for the smart switchgear and distribution cabinets, equipped with digital monitoring units and automated control systems [2]. - The smart equipment supports remote real-time monitoring and can quickly identify and address operational issues, enhancing the efficiency and intelligence of power supply [2]. Group 3: Construction Progress - Despite challenges posed by spring rains, the construction team has completed foundational work and road hardening ahead of schedule, utilizing 3D positioning technology for precise installation of electrical equipment [4]. - The project is part of the "Three-Year Action Plan for Upgrading the Power Grid in Northern Anhui" and includes features like fault self-healing capabilities to support local tourism and modern agriculture [4]. Group 4: Community Impact - The project is expected to improve the power supply reliability to 99.98%, addressing long-standing low voltage issues in the western part of Nanping Town, thus providing stable and reliable power for regional economic and social development [2]. - The collaboration between the Suixi County Power Supply Company and local government has facilitated the smooth implementation of the project, creating a model for regional power grid construction [4][6].

据了解，北京与新疆有着至少2个小时的光照时差，每年4月份，新疆光伏发电出力最高 峰为每天15时，而北京用电晚高峰从17时开始。北京、新疆利用地理区位的特点，以错峰交 易巧解绿电供需"时空锁"，这不仅让新能源企业能更准确预测发电能力，也以小时级交易曲 线充分挖掘绿电潜力，形成能源时空互补格局。 "考虑到光伏、风电等新能源发电能力波动性较大的特点，我们创新采用绿电错峰交易 的方式，共成交以光伏发电为主的电量1200万千瓦时，在扩大绿电进京规模的同时，也有效 促进了新疆光照充足时段的光伏消纳。"首都电力交易中心交易员崔东君介绍。 ▲首都电力交易中心交易大厅 这一绿电错峰交易新模式由北京电力交易中心与首都电力交易中心、新疆电力交易中心 联合实施。利用天然的光照时差特性，将新疆午后光伏发电高峰与北京傍晚用电高峰精准衔 接，推动新疆富余电力能送尽送，此举既为破解新疆新能源消纳难题、促进新疆新能源高质 量发展探索出了一条新路径，也为"双碳"战略落地和北京电力保供、能源低碳转型增添了新 动能。 ▲位于新疆哈密的±1100千伏昌吉－古泉特高压直流输电线路。张利民/摄 北京的傍晚华灯初上，当您在国家大剧院或国家图书馆，可知道舞台 ...

新能源汽车板块2025Q1持仓占总市值比重为5.20%，环比下降0.09pct。2024Q1-2025Q1 持仓比例分别为5.09%、5.06%、5.25%、5.29%、5.20%。1）上游锂矿2025Q1整体持仓下降 0.56pct至1.64%；2）中游板块持仓整体下降0.98pct至8.86%，结构件、正极、隔膜、添加 剂、铝箔、铜箔持仓上升，电池、负极、电解液持仓下降；3）核心零部件、整车持仓 2025Q1上升，充电桩下降；4）新技术板块2025Q1上升0.89pct至1.68%，钠电池、复合集流 体均上涨。 新能源：光伏、风电、核电均下降 光伏板块2025Q1持仓占总市值比重环比下降至3.33%，环比-0.80pct，2024Q1-2025Q1持 仓比例分别4.45%、3.88%、4.15%、4.13%、3.33%。硅片、电池上升，硅料、组件、逆变器 持仓下降。1）硅料环节下降0.68pct；2）硅片环节上升0.97pct；3）电池上升1.27pct；4）一 体化组件下降1.10pct；5）逆变器环节下降1.70pct；6）辅材环节：胶膜、玻璃、支架、 EPC、设备、金刚线、银浆、石英坩埚均下降。 东 ...

Group 1 - A large-scale power outage occurred in Spain and Portugal before May Day 2025, causing significant disruptions in transportation, healthcare, and social activities, attributed to aging equipment and insufficient energy storage [1] - China's electrochemical energy storage stations have rapidly developed, with a cumulative installed capacity of 73.76 million kilowatts/168 million kilowatt-hours by the end of 2024, expected to exceed 100 million kilowatts in 2025 [1] - The National Energy Administration and other authorities issued a notice to enhance safety management in electrochemical energy storage, focusing on improving battery system safety, project evaluation, and standardization [1] Group 2 - Safety is fundamental to the development of energy storage, with the insurance industry needing to innovate to meet the unique risks associated with new energy storage technologies [2] - In 2024, the National Financial Supervision Administration released guidelines to promote high-quality development of green insurance, emphasizing the integration of insurance services into energy risk management [2] Group 3 - Dinghe Insurance has developed a comprehensive insurance product matrix for energy storage, including various specialized insurance products since 2022, covering the entire lifecycle of energy storage systems [3][4] - Dinghe Insurance has provided nearly 25 billion yuan in total insurance coverage for over 560 electrochemical energy storage stations across the country [4] Group 4 - Dinghe Insurance has established itself as a leader in energy storage safety standards, collaborating with various organizations to publish influential research reports and risk assessment guidelines for the industry [5] - The company has created the first systematic innovation planning report for new power system insurance, providing strategic guidance for risk management in the energy sector [5] Group 5 - Dinghe Insurance has implemented advanced technologies for risk management in energy storage, including drone inspections and thermal imaging, to enhance safety and efficiency in energy production [6] - The company has been recognized for its achievements in energy storage insurance, receiving multiple awards for its contributions to the industry [6] Group 6 - Dinghe Insurance aims to deepen the application of its risk assessment guidelines and expand its integrated service platform to support the green development of the energy storage industry and ensure national energy security [7]

东莞证券近日发布电力设备及新能源行业双周报：根据iFinD，截至2025年5月8日，电 力设备板块PE(TTM)为24.50倍。子板块方面，电机Ⅱ板块PE(TTM)为51.04倍，其他电源设 备Ⅱ板块PE(TTM)为40.69倍，光伏设备板块PE(TTM)为17.54倍，风电设备板块PE(TTM)为 30.52倍，电池板块PE(TTM)为23.79倍，电网设备板块PE(TTM)为24.11倍。 以下为研究报告摘要： 截至2025年5月8日，近两周涨幅前十的个股里，中超控股、华民股份和振江股份三家公 司涨幅在申万电力设备板块中排名前三，涨幅分别达 38.95%、29.66%和28.37%。截至2025年5月8日，近两周跌幅前十的个股里，华西能 源、沐邦高科和合纵科技表现较弱，分别跌28.74%、28.38%和26.91%。 估值方面：根据iFinD，截至2025年5月8日，电力设备板块PE(TTM)为24.50倍。子板块 方面，电机Ⅱ板块PE(TTM)为51.04倍，其他电源设备Ⅱ板块PE(TTM)为40.69倍，光伏设备 板块PE(TTM)为17.54倍，风电设备板块PE(TTM)为30.52倍，电池板块PE ...

业内人士认为，光伏、锂电标准建设提速有助于引导企业聚焦技术提升，在推动产品向高效、稳定 方向发展，促进光伏市场的规范化竞争的同时，进一步提升国际话语权。 ■■标准建设必要且及时 作者：杨梓 工信部近日印发《2025年工业和信息化标准工作要点》，明确加强优势产业标准建设。落实光伏、 锂电池等产业标准体系，加快先进光伏、新型储能、高性能锂电池等重点产品分级分类标准制修订，加 强智能光伏、锂电池回收利用、显示模块环境适应性等关键技术标准攻关，以高标准带动关键材料、技 术、产品研发。 不过，随着我国新能源产业快速升级，设备更新换代加速，废旧动力电池、光伏组件及风机叶片等 新能源设备面临批量退役，新兴固废回收处理问题日益显现。 孙传旺指出，目前我国光伏、锂电产业的现有标准多集中于生产制造工艺、产品性能测试等环节， 但在上游原材料质量安全性管控、退役后的回收再利用和跨环节衔接标准等方面尚未形成专项细则和系 统性规范。 "回收环节是产业链中现存的一块短板，当下制定相关标准举措已极为紧迫。"彭澎认为，我国当前 有规模庞大的光伏、电池应用规模，未来将有大量设备面临回收或退役。"此前，回收方式较粗放，既 缺乏系统化流程，也缺少统 ...

风险提示：国际贸易摩擦加剧的风险，原料价格大幅上涨的风险，下游需求不及预期的 风险，主营产品景气度下降的风险，项目达产不及预期的风险等。(中国银河 翟启迪) 1-3月国原油表观需求回落，同比下降1.6%。1-3月，我国加工原油1.82亿吨，同比增长 1.6%；原油产量0.54亿吨，同比增长1.1%；原油进口1.35亿吨，同比下降1.5%；原油表观消 费量1.88亿吨，同比下降1.6%；对外依存度72.1%，维持高位。 1-3月我国天然气表观需求回落，同比下降2.2%。1-3月，我国天然气表观消费量1048亿 方，同比下降2.2%；产量660亿方，同比增长4.4%；进口量406亿方，同比下降10.0%；对外 依存度38.8%，同比回落3.4个百分点。 1-3月我国成品油表观需求回落，同比下降4.9%。1-3月，我国成品油产量1.01亿吨，同 比下降7.0%；成品油出口751万吨，同比下降26.1%，主要系年后国内独立炼厂开工率低于 往年，主营资源多用于补充地炼开工走低造成的产量损失，出口利润持续偏低等原因；成品 油表观消费量0.93亿吨，同比下降4.9%。其中，汽油、煤油、柴油表观消费量同比下降 4.1%、1. ...