Core Viewpoint - The company has implemented emergency measures to ensure stable electricity supply in response to severe weather conditions affecting the Zhangye region [1][3]. Group 1: Emergency Response Measures - The company activated its emergency response plan promptly, deploying 7 repair teams and 14 repair vehicles to conduct inspections and maintenance on critical substations and power lines [3]. - A total of 14 emergency tasks were assigned, and 7 yellow weather warnings were issued at the city and county levels [3]. Group 2: Safety and Monitoring - The company enhanced its real-time monitoring of equipment and weather changes, ensuring continuous oversight of critical power supply equipment and lines [3]. - User visits were conducted to understand electricity needs and identify potential equipment hazards, along with distributing safety manuals and electricity usage tips [3]. Group 3: Public Communication - The company utilized WeChat groups and social media to disseminate safety tips regarding electricity usage during extreme weather conditions [3]. - Continuous vigilance will be maintained to monitor weather trends and ensure the safety and stability of the power grid [3].

Core Viewpoint - The V2G (Vehicle-to-Grid) pilot project in Zibo, Shandong, aims to enhance the interaction between electric vehicles and the power grid, promoting renewable energy consumption and improving grid resilience through a two-way energy interaction model [2][5]. Group 1: Project Overview - The Zibo V2G pilot project is one of the first national-scale applications, featuring two demonstration stations: Xinma Wuyue Plaza and Luzhong Morning Post [2]. - The project includes 16 units of 60 kW V2G charging piles and 24 units of 7 kW residential V2G charging piles, achieving a total charging and discharging power exceeding one megawatt [5]. - The project is supported by a cross-disciplinary team formed by the State Grid Zibo Power Supply Company and the Zibo Development and Reform Commission, focusing on V2G technology research and commercial operation systems [2][5]. Group 2: Operational Details - Since the project's launch on April 25, 944 electric vehicles have participated in the discharging activities, with a total discharging volume of 118,367.442 kWh, accounting for 56.51% of the provincial discharging volume [8]. - The "e Qi Fang Dian" activity encourages vehicle owners to participate in discharging during optimal time slots through a pricing incentive and promotional packages [8]. - The system prioritizes the consumption of surplus clean electricity generated from photovoltaic sources, while allowing electric vehicles to discharge back to the grid during peak demand or when renewable supply is insufficient, thus achieving peak shaving and valley filling [5].

五月方至，芳菲愈盛。庆阳市宁县新庄镇迎来了一年中最美的时节，金黄的油菜花竞相 绽放，各地游客纷至沓来，一幅乡村振兴的美丽画卷徐徐展开。5月2日，国网庆阳供电公司 工作人员穿梭在这片花海，对景区周边涉及的配电线路、变压器等设备进行全面"体检"，仔 细排查线路老化、设备隐患等问题，及时更换老旧部件，确保电力设施安全可靠运行。 近年来，宁县雨落坪村依托得天独厚的生态资源，积极引导群众种植冬油菜，将广袤的 田野化作金色画卷，精心策划"山水雨落坪 田园花海游"特色文旅活动，依托"农旅结合、以 农促旅、以旅兴农"的发展理念，让田园风光变身旅游资源，使传统农业焕发新生机。春日 里，漫山遍野的油菜花吸引着八方游客纷至沓来，带动民宿、餐饮等配套产业蓬勃发展；丰 收时节，油菜籽加工销售又为村民带来可观收益，形成"春赏花、秋收籽"的全季产业链。 除了保障旅游用电，国网庆阳供电公司还积极助力当地特色农业发展。在油菜花种植基 地，智能灌溉设备在电力的驱动下高效运转，为农作物精准"解渴"；农产品加工车间里，电 力充足的生产设备马力全开，将新鲜的油菜籽加工成优质的食用油。电力的稳定供应，不仅 提高了农业生产效率，还拓宽了农民增收渠道，为乡 ...

Core Viewpoint - The successful development of the world's first 550-meter longwall scraper conveyor equipment by Zhongmei Zhang Coal Machinery Company for export to Indonesia reinforces the company's technological leadership in the industry [1][6]. Group 1: Equipment Development - The newly developed equipment has passed factory evaluation and is ready for acceptance and delivery, showcasing advanced technology and high performance [1]. - This equipment follows the successful development of an 8MW long-distance intelligent scraper conveyor and a 7.2-meter high mining scraper conveyor, contributing to the construction of large coal bases and ensuring energy supply [3]. Group 2: Technological Innovations - The equipment incorporates several innovative features, including a 550-meter transportation distance, a capacity of ≥3000 tons per hour, and a power installation of 3×2000 kW, meeting the needs for full-height mining in medium-thick coal seams [4]. - The design includes maintenance-free, high-wear-resistant sprocket components, significantly improving service life and addressing traditional sprocket oil leakage issues [4]. - A new chain tension control model has been developed to compensate for dynamic deformation during operation, enhancing the intelligence of the scraper conveyor [4]. Group 3: Low-Carbon Transition - In alignment with carbon neutrality goals, the company integrates low-carbon and environmentally friendly concepts into product design, achieving a 15% weight reduction in scraper structure while maintaining strength [5]. - The use of high-hardness materials and the development of an intelligent speed regulation system provide strong technical support for the green and low-carbon development of the coal mining industry [5]. Group 4: Future Directions - The company is committed to enhancing its key technology supply capabilities through original technology and aims to contribute to the industry's move towards automation and intelligence [6]. - The company is also diversifying its business by developing water treatment technologies and smart kitchen robots, while actively pursuing new industries such as automated transport vehicles and smart 5G wearable equipment [5].

业界精英云集，论坛"朋友圈"持续扩大 5月8日，第16届国际基础设施投资与建设高峰论坛暨展览（简称第16届国际基建论坛）组委会在北京召 开新闻发布会，介绍将于6月10－12日在澳门举办的第16届国际基建论坛，以及同期由国家商务部主办 的第11届中国－拉美和加勒比国家基础设施合作论坛（简称中拉基础设施合作论坛）的筹备工作情况。 中国对外承包工程商会房秋晨会长、副会长于晓虹，澳门招商投资促进局余雨生主席，商务部台港澳司 左祥华二级巡视员（副司级），美大司刘大江二级巡视员（副司级）出席发布会。发布会由承包商会新 闻发言人、秘书长姚丹波主持。来自新华社、人民日报、中国日报、环球时报和国际商报等40余家主流 媒体记者出席。 发布会上，房秋晨会长介绍了本届论坛的筹备进展情况。余雨生主席介绍了论坛的澳门元素和澳门会展 业发展情况。左祥华二级巡视员（副司级）介绍了内地支持澳门会展业及促进经济适度多元发展的举措 和成果。刘大江二级巡视员（副司级）介绍了第11届中拉基础设施合作论坛的筹备进展，以及中国同拉 美和加勒比国家的经贸合作情况。于晓虹副会长回答了有关媒体提问。 作为全球基础设施合作领域规格最高、规模最大、最具影响力的年度 ...

华源证券近日发布深海科技系列（一）：深海通常指水深超过200米的海域，深海科技 是指用于探索、开发和利用深海资源，并研究深海极端环境的一系列先进技术和跨学科体 系。其定义不仅包含技术工具，更承载国家战略安全、经济新增长极和国际竞争格局重塑的 多重使命。 以下为研究报告摘要： 2025年3月12日政府工作报告首提"深海科技"，对标商业航天及低空经济，"深海科 技"首次被正式列入国家未来产业发展重点。"深海"在政府报告中并非首次提及，其内涵在 政策支持下逐渐丰富。作为国家战略性新兴产业的核心领域，深海科技正从科研探索向产业 化加速迈进，叠加2024年海洋经济突破10万亿元的产业基础，深海资源开发、装备制造新能 源及信息技术等多个产业迎来系统性发展新 机遇。 深海通常指水深超过200米的海域，深海科技是指用于探索、开发和利用深海资源，并 研究深海极端环境的一系列先进技术和跨学科体系。其定义不仅包含技术工具，更承载国家 战略安全、经济新增长极和国际竞争格局重塑的多重使命。 深海科技为多个产业带来发展新机遇 深海科技主要有六大产业方向：深海能源与矿产；深海高端装备制造：深潜器与作业平 台、水下机器人；深海信息技术；深海 ...

Core Insights - The electric vehicle sector showed a recovery in Q1 2025 after a decline in Q4 2024, with significant improvements in revenue and net profit [1][2][4] Group 1: Financial Performance - In Q1 2025, the sector's revenue reached 790.2 billion yuan, reflecting a 9% increase year-on-year but a 26% decrease quarter-on-quarter [1][2] - The net profit attributable to shareholders in Q1 2025 was 40.9 billion yuan, marking a 38% increase year-on-year and a 41% increase quarter-on-quarter [1][2] - The gross margin in Q1 2025 was 17%, a slight decrease of 1 percentage point year-on-year but an increase of 4 percentage points quarter-on-quarter [4] Group 2: Profit Contribution by Segment - In Q1 2025, the profit contribution from batteries was 38%, down 4 percentage points year-on-year, while the contribution from complete vehicles was 37%, down 7 percentage points [1][2] - The profit share from midstream materials remained stable at 8%, while lithium carbonate saw a 10% increase in profit contribution to 4% [1][2] Group 3: Market Trends and Outlook - The overall market for electric vehicles remained robust, with global sales reaching 5.82 million units in Q4 2024, a 33% increase year-on-year [2] - The industry is expected to grow by 25% in 2025, driven by a 25% increase in domestic electric vehicle sales and more than double growth in emerging markets and Europe for energy storage [4][5] - The report highlights a positive outlook for leading battery manufacturers and material suppliers, with specific recommendations for companies like CATL, BYD, and others [5]

Core Viewpoint - Geely Automobile Holdings Limited plans to acquire all issued shares of Zeekr Intelligent Technology Co., Ltd, aiming for a complete merger, enhancing its position in the smart electric vehicle sector [1] Group 1: Acquisition Details - Geely currently holds approximately 65.7% of Zeekr's shares, and upon completion of the transaction, Zeekr will be fully integrated into Geely [1] - As part of the strategic framework of the "Taizhou Declaration," Geely announced an optimization of the equity structure of Zeekr and Lynk & Co, involving a 9 billion yuan acquisition of 50% equity in Lynk & Co and a 367 million yuan subscription for additional registered capital [3] - After the completion of the transaction, Zeekr will own 51% of Lynk & Co, while Geely will retain 49%, making Lynk & Co a non-wholly-owned subsidiary of Zeekr [3] Group 2: Strategic Implications - The acquisition is a significant step to implement the "Taizhou Declaration," focusing on the automotive core business, improving resource utilization efficiency, and deepening brand synergy [3] - Geely aims to enhance its global competitiveness in the smart electric vehicle sector through this integration, promoting internal resource consolidation and cost reduction [3][4] - The brands under Geely, including Zeekr as a global luxury tech brand and Lynk & Co as a high-end new energy brand, will seek collaborative development across various aspects such as technology, product, supply chain, and international market expansion [3] Group 3: Leadership Statements - Geely's chairman, Li Shufu, emphasized the need to adapt to market competition and complex economic conditions, focusing on integrating automotive business and enhancing innovation and profitability [4] - The company will maintain close communication and cooperation with the U.S. and international capital markets [4] - Geely will hold a Q1 2025 earnings release conference on May 15 to provide further updates on its business developments [4]

Core Viewpoint - Rosatom showcased its latest innovations in the nuclear energy sector at the 16th China International Nuclear Power Industry Exhibition (CIENPI 2025) held in Beijing, emphasizing the importance of long-term cooperation with China in energy solutions [1][2]. Group 1: Event Participation - Rosatom participated in CIENPI 2025, which took place from April 27 to 29, 2025, in Beijing, featuring over 100 exhibitors, including leading energy companies and research institutions [1]. - The exhibition highlighted Rosatom's advancements in dual-component nuclear energy technologies and its collaborative projects with China, such as the Tianwan and Xudabao nuclear power plants [2]. Group 2: Technological Innovations - Rosatom presented interactive exhibits detailing the fourth-generation Russian nuclear energy systems classified by the International Atomic Energy Agency (IAEA) [2]. - The company also showcased progress in nuclear medicine technology and logistics during the exhibition [2]. Group 3: Strategic Cooperation - Aleksey Bannik, Vice President of Atomstroyexport JSC, emphasized the critical nature of cooperation with China in the energy sector, stating that energy is essential for modern society [4][5]. - Bannik noted that the operational nuclear power units have demonstrated high efficiency and that ongoing projects are progressing according to plan, reflecting a strong collaborative mechanism with Chinese partners [5].