记者：衣韵潼周倜然 编辑：韩懿 校对：刘卓 具体来看，宁德时代拟向全体股东每10股派发现金分红10.07元（含税）；扣税后，通过深股通持有股 份的香港市场投资者、境外机构（含QFII、RQFII）以及持有首发前限售股的个人和证券投资基金每10 股派9.063元。 根据公告，本次分红对象为截至股权登记日在中国证券登记结算有限责任公司深圳分公司登记在册的宁 德时代全体A股股东。其中，部分股东的现金红利由宁德时代自行派发，其余通过托管机构划转。 据了解，宁德时代现有A股总股本44.03亿股，剔除回购专用账户中已回购股份2263.25万股后还有43.81 亿股。此次，宁德时代将以43.81亿股为基数，按照"分配比例固定不变"的原则对现金分红总额进行调 整，股权登记日为8月19日，除权除息日为8月20日。 8月13日晚间，宁德时代新能源科技股份有限公司（以下简称"宁德时代"）发布2025年中期分红A股实 施公告，拟派发现金分红总额44.11亿元。截至目前，宁德时代的中期分红规模位居A股第二。 ...

Core Insights - The new energy storage industry in China is experiencing explosive growth during the "14th Five-Year Plan" period, with cumulative installed capacity reaching 78.3 GW/184.2 GWh by the end of 2024, and annual growth rates exceeding 100% for three consecutive years, driven by electricity market reforms [2][3] Group 1: Industry Growth and Market Dynamics - New energy storage is crucial for balancing the volatility of renewable energy sources, ensuring grid stability, and enhancing energy efficiency [1] - The establishment of the "1+6" basic rule system has removed barriers to market entry for new energy storage, allowing it to participate fairly in electricity market transactions [2][3] - The "Electricity Market Registration Basic Rules" clarify the registration conditions and processes for new energy storage enterprises, promoting orderly market entry and exit [3] Group 2: Market Participation and Revenue Models - The auxiliary service market is the primary revenue source for new energy storage, with the "Electricity Auxiliary Service Market Basic Rules" defining key service categories and establishing a cost-sharing mechanism for independent storage and virtual power plants [3][4] - The capacity trading mechanism is increasingly important as the installed capacity of large independent storage plants expands, highlighting the need for a reasonable capacity compensation mechanism [6] Group 3: Challenges and Future Outlook - Despite the established framework, regional disparities in market access for new energy storage remain, with limited participation in long-term markets in non-spot market areas [5] - The demand for auxiliary services is expected to grow as renewable energy penetration increases, positioning new energy storage as a vital support for system stability [4] - By the end of 2025, the electricity spot market is expected to achieve full coverage, allowing new energy storage to effectively respond to price signals and stabilize load fluctuations [7]

Core Viewpoint - The establishment of the "1+6" foundational rule system is a significant milestone in the reform of the electricity market, providing a unified institutional framework for nationwide electricity resource circulation [1][4]. Group 1: Importance of Unified Market Rules - The unified foundational rule system is essential for the construction of a national unified electricity market, aligning with the central government's directives for a high-efficiency, fair, and open market [2][3]. - Market rules are fundamental for the orderly operation of the market, and a unified system is necessary for optimizing the allocation of electricity resources across the country [2][3]. Group 2: Achievements of the "1+6" Rule System - The "1+6" rule system has transitioned from a fragmented set of rules to a comprehensive framework, establishing a clear structure for market operations [4][5]. - The system promotes a unified approach to market access, allowing for streamlined registration processes and reducing regional discrepancies [4][5]. - It facilitates the transition of electricity resources from local circulation to national flow, enhancing efficiency in resource allocation across provinces [5][6]. Group 3: Innovations in the "1+6" System - The most innovative aspect of the "1+6" system is its deep integration with China's multi-layered electricity market structure, ensuring both uniformity and local adaptability [7][8]. - The foundational rules guide the overall direction, while the main rules define the functions of various market segments, creating a cohesive governance model for the electricity market [8].

Core Points - The official issuance of the "Basic Rules for Metering and Settlement in the Electricity Market" marks the completion of the national unified electricity market's "1+6" rule system, transitioning from framework design to efficiency release [1][3] - The electricity market reform initiated in 2015 has evolved from a centralized purchasing and selling model to a multi-competitive market, addressing challenges posed by renewable energy sources and regional market fragmentation [1][2] - The gradual establishment of a unified electricity market framework has been supported by the revision of long-term trading rules and the introduction of spot market rules, facilitating a more competitive trading environment [2][3] Summary by Sections Rule Development - The 2016 and 2020 revisions of the "Basic Rules for Medium and Long-term Electricity Trading" laid the foundation for standardized market operations and expanded market transactions [2] - The 2023 introduction of the "Basic Rules for the Spot Electricity Market (Trial Operation)" aims to standardize practices in regions already operating and reduce trial and error costs in others [2] Key Rules Introduced - The "Basic Rules for Electricity Market Operation" provides a comprehensive framework for national electricity market operations, clarifying the logic behind cross-provincial trading and settlement [2][3] - The "Basic Rules for Electricity Market Information Disclosure" enhances transparency and real-time data sharing among all market participants, breaking down information silos [2][3] - The "Basic Rules for Electricity Market Registration" facilitates nationwide registration and information sharing, combating local protectionism [2][3] Future Outlook - The completion of the basic rules framework is expected to enhance the efficiency and coordination of various market categories, transforming regulatory frameworks into market vitality [3] - The ongoing evolution of the new energy system and unified electricity market construction will provide significant momentum for green energy transition and high-quality development [3]

Core Insights - The completion of the first domestically developed flexible manufacturing intelligent welding robot system in Tianjin marks a breakthrough in flexible manufacturing technology for marine oil and gas equipment in China [1] Group 1: Flexible Manufacturing Overview - Flexible manufacturing refers to a new production model that responds to the demand for mass customization, allowing quick adaptation to market changes, product design updates, and variations in the manufacturing process [3] - The development of flexible manufacturing involves interdisciplinary technologies such as mechanical engineering, artificial intelligence, and sensing, with high requirements for intelligent decision-making, environmental perception, and control systems [5] Group 2: Intelligent Welding Robots - The flexible manufacturing intelligent welding robot is designed for flexible manufacturing, featuring visual recognition capabilities, high flexibility, environmental adaptability, and intelligent control, suitable for various customized welding tasks in complex environments [6] - The integrated system includes three intelligent robots capable of smart welding for pipe node prefabrication, block node welding, and deepwater riser strengthening rings [7] Group 3: Technical Specifications and Innovations - The equipment system has a maximum single-machine load capacity of 30 tons and a design life of 20 years, with 100% of the core software and process library developed independently [9] - The project team has overcome multiple industry technical challenges, achieving over ten technological innovations, including AI visual recognition for weld seams and intelligent welding capabilities, enabling one-click operation for smart welding of product components [11] Group 4: Project Development and Future Goals - The project team is currently conducting related debugging and acceptance work, aiming to accelerate the transition of marine engineering flexible manufacturing intelligent welding equipment from "capable of welding" to "precise and fast welding" [13]

Core Viewpoint - The establishment of a nationwide unified rule system for the electricity market in China is expected to break down regional barriers for electricity sales companies, stimulate product innovation, and build social trust in the industry [1] Group 1: Impact on Electricity Sales Companies - The "1+6" rule framework significantly reduces transaction costs and compliance risks for electricity sales companies participating in cross-regional electricity market transactions, while enhancing market transparency and operational efficiency [2] - Prior to the implementation of unified registration rules, electricity sales companies faced significant administrative burdens and costs due to varying provincial regulations, which included preparing different registration materials for each province [2] - The new unified registration allows market participants to register at any trading center and expand their business scope across provinces, effectively lowering market entry costs and administrative burdens [2] Group 2: Information Disclosure and Market Dynamics - The previous lack of uniformity in information disclosure standards hindered timely access to critical decision-making information for market participants; the new rules address these issues, ensuring fair, just, and open market operations [3] - The unified rules enable companies to better grasp market dynamics, optimize operational decisions, and focus resources on enhancing technical capabilities and service quality for electricity users [3] Group 3: Product and Service Innovation - The comprehensive rule system facilitates the standardization and normalization of wholesale transactions between generation and sales sides, reducing complexity in designing electricity retail packages and integrated energy service solutions [4] - With unified rules, companies can focus on user needs rather than regional regulatory constraints, allowing for tailored retail packages and innovative solutions that integrate distributed solar power, user-side storage, and charging stations [4] Group 4: Building Public Trust - Adhering to rules and maintaining integrity in operations are fundamental for electricity sales companies to survive and thrive, as well as to gain user trust [5] - Companies can enhance public trust by strictly following national market rules, ensuring transparency in all business activities, and improving professional capabilities in areas such as electricity trading and risk management [5] - The establishment of credit evaluation systems for electricity sales companies in various provinces, along with improved market information disclosure mechanisms, provides users with reliable channels to assess service providers, thereby boosting confidence in the electricity market [6]

资料显示，该公司由中国中煤能源集团有限公司旗下中煤电力有限公司（95%）、金风科技旗下宁波天 朔新能源投资有限公司（5%）共同持股。（来源：天眼查）#电力快讯# | 工商信息 ● | | | | | 印度的 | ●天眼查 | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 中爆电力(88密伊州区) 清洁能源有限公司 | | | | | | | 法症代表人。 | 要 张丹林 | 量记状态(1) | 序层 | 天殿早分 | 83 = | | | | | 成立日期 | 2025-08-01 | | | | | 使一社会值用代码(1) | 91650500MAERQE779E | 注册资本() | 5000万人民币 | 女性出车 | | | | 工同注册号 | 650590029009487 | 房税人明则看《 | 91650500MAERQE779E | 组织机构代码 1 | MAERQE77-9 | | | 電 亞電視 | 2025-08-01 至 无固定期限 | 修服人資園 | | 股權日期 | a | | | 企业类型 | 有限责任公司(国有控股) | ...

Core Viewpoint - The "1+6" basic rule system for the electricity market is a crucial framework for China's transition to a mature electricity market, addressing current supply and renewable energy consumption challenges while integrating energy transition with economic development goals, particularly the "dual carbon" targets [1] Group 1: Unique Innovations of the "1+6" Rule System - The system is built on top-level design, contrasting with the regional autonomy approach seen in the EU and the US, establishing a unified national framework for electricity market operations [2] - It emphasizes the principles of supply and safety, creating a market mechanism that connects long-term, spot, and ancillary services, ensuring fair access for various market participants [3] - The system supports the transition from policy-driven to market-driven energy transformation, establishing a fair competitive environment for renewable energy and facilitating a smooth transition from policy subsidies to market transactions [4] Group 2: Impact on Energy Transition and New Power System Construction - The rule system accelerates energy structure transformation by refining the minimum granularity of long-term transactions to 15 minutes and introducing time-based pricing mechanisms in the spot market, aligning renewable energy output with load demand [5] - It promotes the collaborative development of a new power system, transitioning from traditional models to a coordinated interaction among sources, networks, loads, and storage [6] - The system clarifies the cost structure of social carbon reduction, enhancing the development enthusiasm for green energy by establishing a dual incentive mechanism for both energy and environmental value [7] Group 3: Supervision Mechanisms for Market Fairness - To ensure the effective implementation of the "1+6" rule system, a comprehensive supervision mechanism is needed, enhancing regulatory capabilities and establishing a closed-loop monitoring system [8] - The information disclosure system must be improved to balance transparency and security, ensuring timely and accurate dissemination of key market information to the public [9]

Core Viewpoint - The Zhejiang Energy Group's megawatt-level natural gas-hydrogen hybrid engine research project has passed acceptance, marking a significant advancement in energy technology and contributing to the green transition in high-end equipment manufacturing [1] Group 1: Project Overview - The project developed a 1.5 megawatt prototype that meets technical requirements for power output under natural gas, hydrogen blending, and pure hydrogen conditions, achieving a thermal efficiency greater than 28% and nitrogen oxide emissions below 50 mg/Nm³, aligning with international advanced standards for similar models [1] - The project took five years of positive research and development, starting from scratch to design the prototype architecture and forming proprietary manufacturing technology for hybrid engines, addressing the issue of reliance on imported technology [1] Group 2: Technological Achievements - The project has made breakthroughs in engine design, testing platform construction, single-tube burner testing, and overall assembly and performance testing, resulting in the filing of 28 patents, with 8 granted invention patents and 10 utility model patents [1] - The successful testing of the independently developed combustion system, control system, and safety monitoring system demonstrates their effectiveness and reliability, indicating strong fuel adaptability and compact structure of the prototype, suitable for distributed energy applications [1] Group 3: Collaborative Efforts - The research and development of the project was led by the Zhejiang Energy Group's Zhejiang Energy Technology Research Institute, with joint funding from Zhejiang Energy Fuxing and Xiaoshan Power Plant, and participation from Zhejiang Energy Fuel, Xiaoshan Power Plant, and Mufan Power [2]

此次首台套应用的成功，为铁路供电系统的智能化升级提供了可复制、可推广的实践范例，对提升我国 铁路供电保障能力、推动行业技术进步具有重要意义。 8月4日，由许继电气所属交大许继、德理施尔公司联合研制的国内首台套27.5千伏智能移动高压室，在 西安铁路局延安变电所正式投入运行。这一创新成果的落地，标志着我国铁路电力保护系统在智能化、 集成化领域取得重大突破，为铁路供电保障开辟了高效灵活的新路径。 据介绍，在核心性能上，该智能移动高压室展现出多重技术优势：一是具备快速应急能力，可替代既有 牵引变电所高压室功能，在设备大修期间实现不停电改造；二是构建智能运维体系，集成综合自动化系 统实现远程监控和无人值守，年维护成本可降低40%；三是适应复杂场景灵活部署，节省约60%的土建 成本；四是大幅提升施工效率，运维操作难度低，可靠性强。 ...