Core Viewpoint - The global energy transition is accelerating, shifting the renewable energy industry from single equipment competition to a full industry chain ecological competition, focusing on technological collaboration and ecological co-construction to overcome resource bottlenecks and enhance project efficiency [1] Group 1: Technological Innovation - The company has established a "six major business ecosystem" encompassing wind power equipment, energy storage systems, smart operation and maintenance, hydrogen equipment, zero-carbon parks, and energy internet through continuous technological innovation [3] - The deep collaboration between technological accumulation and industrial layout allows the company to provide full lifecycle support from planning and site selection to operational services for its partners [3] Group 2: Ecological Co-construction - The company proposed two major cooperation concepts in Guangxi: the "Thousand Villages and Ten Thousand Towns Wind Action" to pilot distributed wind power projects in rural areas, and the "Zero Carbon Industrial Park" to create a green manufacturing cluster integrating wind, solar, energy storage, and smart microgrids [4] - A strategic cooperation agreement was signed with its partner, aiming for deep collaboration in multiple fields of renewable energy technology [4] - The company plans to explore scalable replication paths for both initiatives, promoting green energy accessibility and industrial upgrading in more regions [4]

Core Viewpoint - The wind power sector is experiencing a significant upward trend in demand and profitability, with a notable performance turnaround in Q1 2025, indicating a potential industry inflection point [1][2]. Group 1: Industry Performance - In Q1 2025, new wind turbine tenders reached 28.6 GW, a year-on-year increase of 23%, reflecting sustained high demand [1][2]. - The wind power equipment sector achieved revenues of 37.2 billion yuan in Q1 2025, up 15.4% year-on-year, and a net profit attributable to shareholders of 1.25 billion yuan, an increase of 2.8%, marking the first positive year-on-year growth in net profit for Q1 in three years [1][2]. - The overall industry is expected to see a revenue of 192 billion yuan in 2024, a decrease of 3.5% year-on-year, and a net profit of 5.75 billion yuan, down 26.6% year-on-year, indicating a challenging year ahead despite the positive Q1 performance [2]. Group 2: Manufacturing and Profitability - The profitability of the complete machine manufacturing segment is stabilizing, with a slowdown in power station transfers impacting earnings, highlighting the growing importance of manufacturing profitability [2]. - The average sales price of wind turbines for leading companies is projected to decrease to 1,550 yuan/kW in 2024, with limited further decline expected [2]. - The first quarter of 2025 saw a significant recovery in the performance of casting and forging companies, driven by revenue structure adjustments and fixed cost amortization during a traditionally low-demand season [3]. Group 3: Investment Recommendations - The industry is expected to continue its upward trajectory in revenue and profitability, with key recommendations focusing on companies benefiting from domestic price stabilization and increased revenue from offshore projects, such as Goldwind Technology, Yunda Co., and Mingyang Smart Energy [4]. - Companies in the subsea cable and foundation segments, like Dongfang Cable and Haile Wind Power, are also recommended due to their potential for profit growth driven by high demand [4]. - The casting and blade segments, including Jinlei Co. and Riyue Co., are highlighted for their significant performance elasticity due to supply-demand tightness and price increases [5].

据福建省高速集团消息，"五一"假期（5月1日-5月5日），福建省高速公路出入口流量约为2350万辆次，日均470万辆次， 同比增长10%。充电难，成为新能源汽车车主的"里程焦虑"。 图为移动充电桩运维人员在福银高速服务区为过往游客提供新能源汽车充电服务。江丽霞/ 摄 "今天充电的人好多，服务区内的充电桩位置都给占满了，还好有这些移动充电桩，不到半个小时，我的车就充好了 电。"正在前往大金湖自驾游的江西游客胡勇，在福银高速泰宁服务区边给新能源汽车充电边介绍。 福银高速泰宁服务区是游客到国家5A级旅游景区大金湖的枢纽停车场，5月1日这一天，服务区车流客流增幅达100%，加 油充电车辆排成长队。当地在原有8台固定充电桩的基础上，又投放了4台单体容量为60千瓦的移动充电桩，有效缓解充电难问 题。 同日，在大金湖游船上码头的下坊停车场内，充电桩所在区域也停满了正在充电的车辆，还有不少的新能源汽车停靠在停 车位等候排队充电。但见两台绿白色相间箱体在工作人员操作下快速向等候排队充电的新能源汽车靠近，扫码、拔枪、充 电......移动充电桩工作人员熟练地给汽车实施充电。不到两个小时，停放的十几台新能源汽车就完成充电，整个过程 ...

Group 1 - The National Grid Corporation has mobilized 25,000 emergency repair teams, 202,800 repair personnel, and 56,900 repair vehicles to ensure reliable power supply during the "May Day" holiday [1] - The company has implemented a three-dimensional inspection model using drones and infrared temperature measurement to ensure safe power supply in scenic areas during the holiday [2] - In Chongqing, the company established a holographic digital model for power supply lines covering approximately 950 square kilometers to ensure stable power supply for popular tourist attractions [3] Group 2 - The National Grid Corporation has enhanced power supply management for transportation facilities, ensuring reliable electricity for airports, high-speed rail stations, and service areas during the holiday [5] - In Fujian, the company expanded charging stations along six highways, adding 15 new charging stations and 58 charging piles to meet increased demand during the holiday [5] - The company has established a 24/7 duty system to facilitate cross-province electric vehicle charging, ensuring smooth travel for customers [6] Group 3 - During the "May Day" holiday, the company continued to advance key power grid projects, ensuring reliable power supply and demonstrating commitment to duty [7] - At the Hunan Hengyang ±800 kV converter station, over 200 personnel worked diligently to ensure precise installation of critical equipment [7] - The construction of the first million-kilowatt pumped storage power station in Ningxia is progressing with over 1,200 personnel actively involved in various construction tasks [8]

Core Points - The construction of the Bayannur-Hangai-Victory 500 kV transmission and transformation project is progressing rapidly, with nearly a hundred builders working during the International Labor Day holiday to ensure the project is completed by June [1][5] - This project is part of the Xilin Gol League's ultra-high voltage AC and DC hybrid grid reinforcement, involving the construction of 437 new towers and 183.32 kilometers of line, scheduled to be operational by the end of June 2024 [2][3] - The project aims to enhance the transmission efficiency of clean energy from the Xilin Gol League to East China, meeting the demand for an additional 1 million kilowatts of wind power and contributing to improved air quality in the region [2][3] Construction Progress - As of now, the project has completed all foundation pouring work, with 419 towers erected, accounting for 95.8% of the total, and 171.03 kilometers of line constructed, representing 93.3% of the total [5] - The construction team is focused on ensuring safety during high-altitude operations, especially given the windy conditions typical of spring [5][4] - The project is a key initiative under the "14th Five-Year Plan," emphasizing the importance of infrastructure development in the region [4]

Core Viewpoint - The 桃合木 500 kV New Energy Gathering and Transmission Project is a key construction project under the "14th Five-Year Plan" for power development in Inner Mongolia, aimed at enhancing the region's renewable energy capacity and infrastructure [1][4]. Group 1: Project Overview - The project includes the construction of one new 500 kV substation with an additional capacity of 1.2 million kVA and the installation of 20.4 kilometers of transmission lines from 220 kV to 500 kV [1]. - Upon completion, the project will significantly meet the local renewable energy grid connection and transmission needs, facilitating future renewable energy planning in the region [1]. Group 2: Construction Progress - As of April 2024, the project has achieved 100% completion of the substation equipment foundation, support frame installation, and line foundation pouring, with 75% of the tower assembly completed [4]. - The construction team has implemented various strategies to overcome challenges posed by adverse weather conditions, ensuring the project remains on schedule [4].

嘉峪关烤肉在河西走廊，丝绸之路上远近闻名，历史悠久，最远可追溯到魏晋时期（距今约1700多年）。从当地"世界最 大的地下画廊"魏晋六号墓的出土的画砖上，绘有当时用三叉戟串着肉在火上烧烤的场景，生动的展现了古人烧烤的情形。"五 一"假期来临，嘉峪关市一年一次的烧烤节如期举行，当地各大市场和烧烤店烤肉飘香，游人如织，流连忘返与景区和烤肉店 之间。国网嘉峪关供电公司充分利用当地风能和太阳能丰富的特点，积极调度绿色能源加入烧烤盛宴，各烤肉店全部"以电代 煤"升级烤肉"非遗传承"，既保护了环境生态，也促进了的烧烤品质，共同打造旅游和美食共享的丝路文化旅游名城。 在本届烧烤美食节各个保电阶段，该公司制订了缜密细致的保电方案，全力输送当地丰富的风电和太阳能发电到全市的各 大市场和旅游文化场馆，并积极抽调党员技术骨干组成党员服务队，对保电设备和线路进行全面消缺，加强设备特巡，积极联 系公安机关，发动群众护线员和广大员工日夜巡视保电线路安全，全力确保五一期间供电万无一失。 4月30日，嘉峪关市的大唐美食街和各大市场烧烤节活动现场摊位林立，人流如织，广大市民和游客尽情享受集美食、文 化娱乐为一体的味蕾盛宴和文旅大餐。此时，在这一 ...

Core Points - The successful completion of the 110 kV Wudun substation's 111 Wufei line enhances the power supply for the Dunhuang Digital Exhibition Center project (Phase II), facilitating the cultural display of Dunhuang [1][3] - The Dunhuang Digital Center (Phase II) aims to improve visitor reception capacity and enrich the content available for tourists, addressing the increasing demand due to the ongoing "Dunhuang tourism boom" [3] - The project has a total power capacity of 5860 kVA, supported by dual power sources from the 111 Wufei line and the 114 Wuyou line, featuring highly automated and intelligent power supply facilities [3] - The power supply company has established a "1+N" service team to provide comprehensive technical guidance and support throughout the project phases, ensuring reliable power supply for the cultural tourism industry [3][5] - The Dunhuang Research Institute emphasizes the importance of stable and reliable power supply for digital preservation of cultural relics and large-scale digital exhibitions, which is crucial for the transmission and promotion of Dunhuang culture [5] - The power supply company will continue to monitor the electricity needs of the Dunhuang Research Institute and optimize power supply services to enhance the protection and transmission of cultural heritage [5]

4月29日，第八届数字中国建设峰会"可信数据空间分论坛"在福州举行。论坛上，可信数据空间发展联盟正式宣告成立，将成为加快构 建和深化发展以数据为关键要素的数字经济的重要平台。 论坛现场 可信数据空间发展联盟成立 随后，联盟秘书长、中国信息通信研究院总工程师敖立代表联盟发布《可信数据空间标准体系建设指南（2025年版）（征求意见 稿）》及《可信数据空间能力要求（征求意见稿）》，为空间实践落地提供参考指引。 可信数据空间发展联盟是由国家数据局指导，中国信息通信研究院、国家数据发展研究院联合中电科、国家管网、南方电网、长江三 峡、国家能源、中国矿产、数联物流、中国钢研、通用技术等19家央企、20家研究院所和龙头企业发起成立的跨行业、开放性、公益性组 织，首届轮值理事长由中国信息通信研究院院长余晓晖担任。联盟致力于搭建产学研用协同创新平台，聚焦行业痛点和实际需求，以实效 价值为导向推动可信数据空间应用标杆打造和产业培育，构建协同创新的发展生态。 形成协同创新合力 国家数据局党组书记、局长刘烈宏在致辞中指出，可信数据空间不仅是一种数据基础设施，更是数据共享共治、价值协作的产业生 态，也是推进全国一体化数据市场建设，推动 ...

Core Viewpoint - The news highlights the dedication and hard work of employees at Huaneng Group during the May Day holiday, showcasing their commitment to ensuring stable energy supply across various regions in China. Group 1: Operational Excellence - The integrated control center in Jilin Province monitors 16 wind farms, 5 solar power stations, and 1 hydropower station, employing a "centralized monitoring + regional operation and maintenance" model to ensure efficient energy supply [2] - The S09 unit experienced an abnormal drop in power generation, which was quickly addressed by on-site repair personnel, demonstrating the effectiveness of the smart operation and maintenance platform [5] - Huaneng's team has developed innovative technologies, including a monitoring device for wind turbine blade bolt fractures and a hydrogen-powered drone inspection system, resulting in 5 invention patents and 13 utility model patents [5] Group 2: Commitment to Safety and Reliability - At the Huaneng Cangmu Hydropower Station in Tibet, the team conducted thorough inspections to ensure the safety and stability of equipment, with a cumulative power generation exceeding 20 billion kilowatt-hours [7] - The team leader, a young minority cadre, has been instrumental in addressing significant equipment defects and has developed numerous technical solutions to enhance operational safety [9] - The North China wind power base emphasizes the importance of equipment inspections during holidays to prevent any operational errors, showcasing a proactive approach to maintenance [10] Group 3: Community Engagement and Social Responsibility - The project manager at the Huaneng Hotan solar project in Xinjiang has been working on-site during the May Day holiday, ensuring the precision of solar panel installations under challenging conditions [16] - The project not only contributes to energy supply but also supports local communities by providing assistance to underprivileged groups, reflecting the company's commitment to social responsibility [16]