考虑到沈白高铁输电线路迁改工程涉及点多、面广、作业量大、施工技术复杂等情况，国网沈阳供电公司制定详细、严谨的工作 方案，并对所有停电线路提前进行全面的风险评估，研究优化停电计划，制定相关预防措施，减少停电作业对地区用户的影响，同时 加强现场安全监督和施工质量管控，安全、保质、有序推进工程建设，为沈白高铁"9·30"开通提供便利条件。 自2022年迁改工作实施以来，国网沈阳供电公司已连续4年对11处交叉跨越点位的高压线路开展迁改工作，其中500千伏线路1 处，220千伏线路2处，66千伏线路8处，累计拆除杆塔51基，新建铁塔79基、架设导线12.76千米、电缆入地4.4千米。 4月28日，经过国网辽宁沈阳供电公司施工人员连续5天施工作业，66千伏东顺甲乙线沈白客专迁改工程顺利完成，标志着沈白高 铁沈阳境内的高压线路全部完成迁改，实现了线路为高铁"让路"。 沈白高铁项目是国家《中长期铁路网规划》中确定的东北东部快速铁路通道的重要组成部分，作为"十四五"期间东北地区重点推 进的高铁项目，对构建东北东部快速通道，带动沿线旅游等资源开发，进一步助力东北全面振兴、全方位振兴具有重要意义。由于高 铁建设区域内输电线路分布密 ...

Group 1 - The automotive sector experienced a weekly increase of 4.87%, closing at 6,837.0 points, outperforming the CSI 300 index which rose by 0.38% to 3,787.0 points [1][2] - Sub-sectors such as automotive parts, commercial vehicles, passenger vehicles, automotive services, and motorcycles saw respective increases of +5.68%, +4.84%, +3.94%, +2.76%, and +2.62% [1][2] - In mid-April, passenger car sales showed a year-on-year increase, with an average daily retail of 55,000 units in the third week of April, up 17% year-on-year but down 3% month-on-month [2] Group 2 - Changan Automobile reported a revenue of 34.161 billion yuan for Q1 2025, a decrease of 7.73% year-on-year, while net profit attributable to shareholders increased by 16.81% to 1.353 billion yuan [3] - The company achieved a significant increase in non-recurring net profit, which rose by 601% year-on-year to 783 million yuan, largely due to government subsidies [3] - Changan's Q1 sales reached 700,000 units, with overseas sales hitting a record high of 159,800 units, up 46.5% year-on-year [3] Group 3 - Huawei launched the QianKun Intelligent Driving ADS4, which supports high-speed L3 commercial applications and features a new architecture that reduces latency by 50% and improves traffic efficiency by 20% [4][5] - The ADS4 is designed to lower R&D costs for automakers through a "hardware pre-embedded + OTA upgrade" model, with a basic version priced at only 10,000 yuan [5] - The report suggests a positive outlook for domestic automakers focusing on intelligent driving and smart cockpit technologies, recommending attention to companies like Xpeng Motors and Xiaomi Group [5]

国信证券近日发布人形机器人行业周报（第十二期）：特斯拉人形机器人Optimus量产 节奏逐步清晰，叠加海内外相关巨头的持续布局（Figure、英伟达、华为、宇树、智元 等），人形机器人产业有望加速落地，2025年有望成为行业爆发的起点，看好人形机器人发 展带来的产业升级机遇。 以下为研究报告摘要： 核心观点 【责任编辑：杨梓安 】 行业动态：1）特斯拉2025年第一季度更新报告发布，展示Optimus人形机器人试生产 线，表示到25年底生产数千台，目标29-30年年产百万台；2）特斯拉机器人大规模招聘； 3）小鹏Iron机器人亮相上海车展；4）首届具身智能机器人运动会在无锡开幕；5）智元发 布具身智能一站式开发平台Genie Studio、发布并开源仿真评测工具Genie SimBenchmark； 6）人形机器人"进军"电网建设；7）人形机器人关键核心部件及工程化创新服务平台在杭州 青山湖科技城启用，会上新剑传动董事发布公共服务平台一系列服务内容；8）开普勒 K2"大黄蜂"在上汽通用完成实景实训；政府新闻：1）国资委：大力培育一批具有核心竞争 力的战略性新兴产业和未来产业；2）工信部：深入实施"机器人+"等 ...

东吴证券近日发布公用事业行业跟踪周报：2025M1-3全社会用电量2.38万亿千瓦时（同 比+2.5%），其中，第一产业、第二产业、第三产业、居民城乡用电分别同比+8.7%、 +1.9%、+5.2%、+1.5%。发电量：2025M1-3年累计发电量2.27万亿千瓦时（同比1.5%），其 中火电、水电、核电、风电、光伏分别-4.4%、+6.3%、+13.0%、+16.8%、+45.3%。 以下为研究报告摘要： 【责任编辑：杨梓安 】 投资建议：迎峰度夏关注水电、火电投资机会。1）水电：量价齐升、低成本受益市场 化。度电成本所有电源中最低，省内水电市场电价持续提升，外输可享当地电价。现金流优 异分红能力强，折旧期满盈利持续释放。重点推荐【长江电力】。2）火电：迎峰度夏建议 关注区域火电投资机会。建议关注【建投能源】【华电国际】【华能国际】【国电电力】 【申能股份】【皖能电力】。3）核电：成长确定、远期盈利&分红提升。22/23年连续两年 核准10台，24年再获11台核准，成长再提速。在建机组投运+资本开支逐步见顶。公司ROE 看齐成熟项目有望翻倍，分红同步提升。重点推荐【中国核电】【中国广核】，建议关注 【中广核 ...

Core Viewpoint - The electricity consumption growth rate for the first quarter of 2025 is projected at 2.5%, with a notable recovery in March [1][3]. Group 1: Electricity Demand and Supply - In March 2025, the total electricity consumption reached 828.2 billion kWh, representing a year-on-year increase of 4.8% [1][3]. - Cumulatively, from January to March 2025, the total electricity consumption was 2,384.6 billion kWh, also reflecting a year-on-year growth of 2.5%, with the primary industry showing the highest growth rate [1][3]. - For the first quarter of 2025, the industrial electricity generation decreased by 0.3% year-on-year, totaling 22,699 billion kWh [3]. - The share of thermal power generation was 67.52%, while wind power accounted for 12.45%, with hydro and nuclear power at 9.84% and 5.17%, respectively [3]. Group 2: Coal Market Overview - In March 2025, the industrial raw coal production was 44.1 million tons, marking a year-on-year increase of 9.6% [4]. - The average price of thermal coal at northern ports was 660 RMB/ton, down 2.22% in April 2025 [4]. - Coal inventory at northern ports was 31.12 million tons as of April 25, 2025, with slight fluctuations observed [5]. Group 3: Natural Gas Market Overview - Natural gas production showed stable growth, with an output of 66 billion cubic meters in the first quarter of 2025, up 4.3% year-on-year [6]. - Natural gas imports decreased by 10.0% year-on-year, totaling 29.42 million tons from January to March 2025 [6]. - The price of liquefied natural gas in China was 4,481.6 RMB/ton as of April 20, 2025, reflecting a slight increase of 0.51% [6]. Group 4: Hydropower Situation - As of April 24, 2025, the inflow and outflow of the Three Gorges Reservoir were 8,000 and 8,300 cubic meters per second, respectively, indicating a decrease in inflow compared to the same period in 2024 [7]. Group 5: Regional Electricity Supply and Demand - In March 2025, Henan Province's total electricity consumption was 4.259 billion kWh, up 3.33% year-on-year [8]. - The total electricity generation in Henan Province for March 2025 was 30.092 billion kWh, reflecting a year-on-year increase of 5.23% [8].

中原证券近日发布机械行业月报：受对等关税等因素影响，4月市场出现大幅震荡，科 技成长等概念板块出现明显的回调，4月份工程机械、矿山冶金机械、油气设备、高铁设备 等板块表现较好。 以下为研究报告摘要： 投资要点： 行业观点与投资建议 受对等关税等因素影响，4月市场出现大幅震荡，科技成长等概念板块出现明显的回 调，4月份工程机械、矿山冶金机械、油气设备、高铁设备等板块表现较好。 我们建议继续关注基本面向好，盈利稳定，分红和股息率较高的传统工程机械（重点推 荐三一重工、徐工机械等）、高铁设备（重点推荐思维列控等）、矿山冶金设备龙头（重点 推荐中信重工、郑煤机、一拖股份等）。主题投资方面建议继续聚焦人形机器人本体及核心 零部件龙头（重点推荐埃斯顿、绿的谐波等）。其他建议关注136号文对风电、光伏行业带 来的抢装行情，重点推荐风电轴承龙头新强联。 风险提示：1）宏观经济发展不及预期；2）下游行业需求、出口需求不及预期；3）原 材料价格上涨持续；4）新能源产业政策、行业形势发生变化；5）国产替代、技术迭代、国 内设备更新进度不及预期。(中原证券 刘智） 【责任编辑：杨梓安 】 4月中信机械板块下跌6.33%，跑输沪深30 ...

4月27日，国网左云县供电公司共产党员服务队、青年突击队开展网格化服务安全用电宣传活动，促进 电力服务融入基层社会服务新效能，推动供电服务再上新台阶。 "现在有用电方面的问题只要在微信群里说一声，供电公司工作人员就能很快就联系我们为我们处理， 而且平时在群里还经常发送一些用电方面的小常识和缴费提示，很方便，服务也很到位。"左云县三屯 乡宁鲁村的张日亮对"两队"队员说。 为进一步优化电力服务，提升客户用电体验，该公司全面推行网格化用电服务管理模式，通过建立供电 服务微信群,搭建起与客户之间的高效沟通桥梁。在这一模式下,每个网格配备专属客户经理,确保服务精 准到位。客户只需在微信群中提出用电问题或需求，便能第一时间得到回应与解决。同时，还利用网格 群定期推送安全用电知识、停电通知及电费缴纳方式提醒等信息,提供线上业务办理指导，增强客户用 电安全意识，让客户足不出户即可享受便捷服务。 该公司结合优质服务管理工作,每周至少在微信群里发布一次所在区域实时故障报修24小时服务热线及 台区经理电话,确保用户遇到用电问题，能第一时间联系到抢修服务人员,大大缩短了故障处理的时间。 同时，在群里公示计划、故障等停送电信息等，全面 ...

Core Viewpoint - The article highlights the dedication and multifaceted roles of Jiang Zuli, a senior technician at the State Grid Putian Power Supply Company, emphasizing his commitment to electrical safety, mentorship, and community service [1][6][13]. Group 1: Professional Role and Responsibilities - Jiang Zuli has been working in the substation maintenance sector for 17 years, maintaining a 24-hour on-call status to respond to emergency repair calls [2][4]. - He likens the substation to a body, with the secondary equipment connections representing the nervous system, ensuring accurate feedback for safe and stable power supply [2][4]. - Jiang has completed major renovations for 30 substations and addressed 537 urgent defects, showcasing his extensive experience and technical skills [5]. Group 2: Mentorship and Training - Transitioning from competitor to coach, Jiang Zuli emphasizes the importance of precision over speed in training, using past mistakes as teaching moments [7][9]. - He has designed rigorous training exercises to prepare his team for competitions, leading to significant achievements such as winning the team championship for the first time [7][9]. Group 3: Community Engagement and Philanthropy - Jiang Zuli actively participates in the "Worry-Free Electrician" program, teaching electrical skills to family members of disabled individuals to help them gain employment [9][12]. - He has conducted over 3,200 hours of training, contributing to the development of numerous skilled engineers and electricians in the region [9][12]. - His volunteer work extends to providing free electrical repairs and safety checks for vulnerable community members, demonstrating a strong commitment to social responsibility [11][12].

在甘肃永昌县城关镇金川西村，杏花绽放、民宿灯火通明，国家电网甘肃电力（镍都金 雁）连心桥共产党员服务队以电力之笔，在这片希望的田野上描绘着乡村振兴的时代画卷。 他们用实际行动践行"人民电业为人民"的企业宗旨，为金川西村的蝶变注入源源不断的动 能。 筑牢安全防线 守护万家灯火 "嗡嗡"的电流声在金川西村变压器上空奏响安全乐章，该公司共产党员服务队建立"三 级责任体系"，将全村划分为4个责任网格，实行"设备主人制"和"线路长制"，队员们每月开 展两次专项巡检，春查秋检覆盖率100%，累计消除安全隐患46处，线路故障率大幅下降。 去年在金川西村共享农庄及御山酿酒坊建设期间，服务队主动对接项目需求，提前3个 月完成电网升级改造。新增200千伏安变压器1台，改造低压线路1.2千米，为农庄的智慧灌 溉、智能家居及酿酒坊现代化用电设施提供可靠保障。村党支部书记张得其介绍，现在民宿 24小时恒温系统稳定运行，再也不用担心突然断电影响客人体验了。 金川西村党群服务中心的公示栏上，"电力服务联络卡"格外醒目。在金川西村，共产党 员服务队设立"电力便民服务点"，并创新"电力网格员+村社干部"双联络机制，实现16项用 电业务"不出村 ...