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国网甘肃电科院:让青年员工成长“有迹可循”
中国青年报客户端讯(中青报·中青网记者马富春 通讯员 同焕珍)马年春节之际,国网甘肃电科院的青 年员工收获了一份暖心的成长礼物。近日,该院召开青年员工座谈会,为14名新入职员工送上印有个人 姓名的专属入职纪念册,这也是该院连续两年为新员工定制这份成长纪念,让青年的职场起步有记录、 成长有印记。 据了解,国网甘肃电科院通过一系列暖心举措与培养机制,让青年员工的成长有方向、有支撑、有痕 迹,不仅增强了青年的归属感与认同感,更激发了青年扎根电力科研、干事创业的热情,为甘肃电力事 业高质量发展储备了坚实的青年人才力量。 来源:中国青年报客户端 青年人才是企业发展的新鲜血液,国网甘肃电科院始终将青年员工培养摆在重要位置。依托甘肃电网实 证场景丰富的本土优势,该院打造"工培一体"现场培训模式,构建分层分类的青年培养体系,针对不同 岗位、不同成长阶段的青年员工定制个性化培养方案,鼓励青年深度参与科研项目与创新实践,为青年 成长成才搭建广阔舞台。 优质的培养土壤,结出了青年成长的硕果。2024年8月入职的青年员工戴凯晴,借助单位的科技创新平 台和资源,已以第一作者身份发表1篇SCI论文,牵头申报并斩获2项行业级成果奖励。谈及 ...
深圳电科院取得新能源汽车充电检测装置专利
Jin Rong Jie· 2026-02-24 01:56
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 国家知识产权局信息显示,深圳电科院检测检验认证技术有限责任公司取得一项名为"一种新能源汽车 充电检测装置"的专利,授权公告号CN120294464B,申请日期为2025年4月。 天眼查资料显示,深圳电科院检测检验认证技术有限责任公司,成立于2021年,位于深圳市,是一家以 从事商务服务业为主的企业。企业注册资本1000万人民币。通过天眼查大数据分析,深圳电科院检测检 验认证技术有限责任公司参与招投标项目1次,财产线索方面有商标信息4条,专利信息4条,此外企业 还拥有行政许可9个。 财经频道更多独家策划、专家专栏,免费查阅>> ...
2026年度策略:强者恒强的千亿赛道,关注商业航天等新兴产业带来的发展机遇
Soochow Securities· 2026-02-14 11:41
Core Insights - The report emphasizes the strong growth potential in the testing services industry, particularly driven by emerging sectors such as commercial aerospace and new technologies [4][6] - The testing services sector is closely linked to macroeconomic growth, with a projected global market size of approximately 2.3 trillion RMB by 2024, reflecting a CAGR of about 6% from 2021 to 2024 [4][24] - In China, the testing services market is expected to reach around 487.6 billion RMB by 2024, with a CAGR of approximately 10.5% from 2015 to 2024, indicating a robust growth trajectory [5][24] Industry Overview - The testing, inspection, and certification (TIC) industry serves various sectors including consumer goods, industrial products, and pharmaceuticals, covering all stages from R&D to production and distribution [16][24] - The industry is characterized by a large market space and stable growth, with demand closely tied to macroeconomic trends and government regulations [20][24] - Emerging technologies such as AI, electric vehicles, and commercial aerospace are expected to create new testing demands, raising the entry barriers for new players [6][20] Company Performance - The report analyzes 19 listed companies in the testing services sector, highlighting their revenue and profit performance, with notable companies including Huace Testing, Guangdian Measurement, and Su Testing [2][11] - In the first three quarters of 2025, the testing services sector in China reported a revenue of 30.4 billion RMB, a decline of 7% year-on-year, but a growth of 3% when excluding companies heavily involved in medical testing [5][57] - Leading companies such as Huace Testing, Guangdian Measurement, and Su Testing demonstrated superior performance, with revenue growth rates of 7%, 12%, and 9% respectively, significantly outpacing the industry average [5][62] Market Dynamics - The testing services market is experiencing a structural shift, with a trend towards consolidation as larger firms gain market share and smaller firms face challenges [44][50] - The report notes that the majority of testing institutions in China are small and micro-sized, which limits their ability to withstand economic pressures [50][51] - Government policies are increasingly supporting the marketization and consolidation of testing institutions, aiming to enhance the overall quality and efficiency of the industry [51][53] Financial Metrics - The report indicates that the average gross margin for the testing services sector has improved, reaching 26.2% in the first three quarters of 2025, reflecting a recovery in profitability [63] - The accounts receivable turnover days have increased from 90 days in 2019 to 176 days in 2025, indicating a slowdown in cash flow and potential credit risks within the industry [67][68] - The report highlights that the proportion of accounts receivable in relation to revenue has risen to 50%, suggesting increasing challenges in managing receivables [71]
北京人形联合中国电科院推出全自主电力作业具身智能解决方案
Bei Jing Shang Bao· 2026-02-11 12:53
北京商报讯(记者 陶凤 王天逸)2月11日,北京人形机器人创新中心发文称,随着国家"人工智能+"行 动深入实施,人工智能与实体经济的融合正加速催生新质生产力。北京人形机器人创新中心与中国电力 科学研究院有限公司深度协同,共建"电力具身智能联合实验室",共同打造经真实场景验证、可快速复 制推广的"全自主电力作业具身智能解决方案",实现从技术闭环、高标准验证到复杂环境复制的全流程 贯通,标志着电力运维迈入实践新阶段。 ...
实测见真章 为“绿电”入网保驾护航——国网山东电科院完成整村分布式光伏涉网改造现场测试验证侧记
山东的分布式光伏装机容量已超过6000万千瓦,占全省新能源装机容量近一半,成为推动能源转型的重 要力量。然而,早期投入使用的大量光伏逆变器在电网波动时存在脱网风险,成为电网运行中的"薄弱 环节"。近年来,全球多起大停电事故表明,分布式电源的涉网能力不足是导致事故的重要原因之一。 因此,提升分布式光伏的涉网安全能力,对保障能源安全和推动绿色转型具有重要意义。 该院积极响应上级部署,勇担技术支撑重任,成功实现了从理论突破到实践验证的全过程攻坚。 创新理论:找到"统一标尺"填补技术空白 面对全省超百万户、上千种品牌型号的光伏逆变器,如何科学评估其性能短板并找到普适、经济的改造 方案,是首要难题。 国网山东省电力公司调控中心水电及新能源处处长秦昌龙介绍说,"分布式光伏逆变器看似末端的小设 备,但各厂家硬件结构集约、参数繁多、控制逻辑各异,需要对1000多种'技术黑匣子'进行系统性解构 和再造,挑战巨大。" "骨头再硬,也得啃!"该院新能源及储能技术研究所选派多名技术骨干,深入主流逆变器厂家调研,开 展了为期40余天的驻厂调研与摸底测试,完成了10余种机型、500余项测试,并搭建了国内领先的全工 况动模仿真测试环境,开 ...
电科院:公司直流试验系统技术改造项目已完成大部分建设任务
(编辑 楚丽君) 证券日报网讯 2月3日,电科院在互动平台回答投资者提问时表示,公司直流试验系统技术改造项目已 完成大部分建设任务,部分试验设备和系统已达到可用状态,可以完成特高压换流变压器、直流电抗 器、直流避雷器等相关试验任务,还可以完成直流高压开关设备环境综合试验、绝缘试验、雷击试验、 抗电磁干扰试验、强电磁脉冲试验等任务,目前已产生一定收入。 ...
今天大盘一片绿,一条新主线爆发,12个龙头集体涨停,社保重仓2股
Sou Hu Cai Jing· 2026-02-02 17:49
Core Viewpoint - The A-share market experienced a significant downturn, but the high-voltage power transmission sector saw a remarkable surge due to three powerful driving forces: substantial investment plans, accelerated domestic substitution, and expanding overseas markets [1][3][5]. Investment Plans - The State Grid's "14th Five-Year Plan" outlines a fixed asset investment of 4 trillion yuan in the power grid sector over the next five years, representing a 40% increase from the previous period. Over 60% of this investment will be directed towards ultra-high voltage (UHV) and inter-regional transmission projects, translating to at least 2.4 trillion yuan flowing into the UHV and related industries [3][5]. Domestic Substitution - There is a clear policy directive to increase the domestic production rate of core UHV equipment from 90% to 98% by 2026, with procurement ratios for domestic equipment rising from 30% to over 50%. This shift is expected to redirect significant orders and profits from foreign manufacturers to domestic companies, benefiting leading firms in high-voltage switches, converters, and transformers [5][10]. Overseas Market Expansion - China's UHV technology is leading globally, with increasing demand for power grid upgrades and energy transitions worldwide. The "Belt and Road" initiative is facilitating the export of UHV technology, exemplified by successful projects like the Belo Monte UHV project in Brazil [6][7]. Market Performance - On February 2, the UHV sector saw a collective surge in stock prices, with companies like Electric Power Research Institute and Anke Intelligent Electric experiencing gains of 19.95% and 16.56%, respectively. Other companies in the sector also reported significant increases, with many stocks hitting their daily limit [2][10]. Industry Dynamics - The global market for large power transformers is currently facing a structural shortage, with a supply gap of 30%. The lead time for orders has extended from an average of 18 months in 2021 to over four years now, creating a favorable environment for Chinese companies with full industrial chain capabilities [7][10]. Order Growth - From the second half of 2025, several UHV equipment companies have reported significant year-on-year increases in contract amounts, indicating a strong order backlog that will support revenue growth in 2026 and 2027 [17]. Key Players - Major companies in the UHV sector include China Western Electric, which holds a dominant position in the market with over 40% share in core equipment like converters and GIS, and TBEA, recognized as a global leader in UHV transformers [15][16]. Investment Sentiment - Institutional investors, particularly social security funds, have heavily invested in key players like Anke Intelligent Electric and China Western Electric, indicating strong confidence in the sector's growth potential [10][14]. Conclusion - The convergence of substantial investment, domestic substitution policies, and international market opportunities is positioning the UHV sector for robust growth, attracting significant market interest and investment [1][3][5].
专业服务板块2月2日跌1.7%,中钢天源领跌,主力资金净流入2.33亿元
Market Overview - The professional services sector declined by 1.7% on February 2, with Zhonggang Tianyuan leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable gainers included: - Electric Science Institute (300215) with a closing price of 9.68, up 19.95% and a trading volume of 976,400 shares, totaling 892 million yuan [1] - Xigao Institute (688334) closed at 25.08, up 2.96% with a trading volume of 135,200 shares, totaling 344 million yuan [1] - Major decliners included: - Zhonggang Tianyuan (002057) closed at 10.32, down 4.88% with a trading volume of 209,200 shares, totaling 221 million yuan [2] - Shengke Nano (688757) closed at 30.85, down 4.70% with a trading volume of 19,900 shares, totaling 62 million yuan [2] Capital Flow - The professional services sector saw a net inflow of 233 million yuan from institutional investors, while retail investors experienced a net outflow of 157 million yuan [2] - The detailed capital flow for selected stocks showed: - Electric Science Institute had a net inflow of 258 million yuan from institutional investors, but a net outflow of 148 million yuan from retail investors [3] - Xigao Institute had a net inflow of 36.72 million yuan from institutional investors, with a net outflow of 2.67 million yuan from retail investors [3]
变压器订单激增,AI算力爆发缺电延续,电网设备ETF(159326)逆市大涨
Mei Ri Jing Ji Xin Wen· 2026-02-02 05:36
Group 1 - The A-share market indices continued to decline, but the power grid equipment sector showed strong performance, with the only power grid equipment ETF (159326) rising by 2.38% and achieving a trading volume of 1.239 billion yuan [1] - Major stocks in the sector, including Double Star Electric, Electric Power Research Institute, and others, reached their daily limit, with Ankao Zhidian rising over 15% and Tongguang Cable increasing over 13% [1] - The global AI computing power construction is entering an explosive growth phase, with high-power and stable power supply becoming essential for computing clusters, leading to a surge in demand for power transformers [1] Group 2 - In regions like Guangdong and Jiangsu, many transformer factories are operating at full capacity, with some orders for data center-related businesses scheduled until 2027 [1] - Elon Musk highlighted the explosive growth in power demand for AI supercomputing clusters and data centers, indicating a critical shortage of high-performance transformers [1] - According to Guojin Securities, the export of power transformers has maintained a high level, with a significant increase in exports of power transformers compared to distribution transformers, reaching 5.5 billion USD with a year-on-year growth of 49% [1] Group 3 - The power grid equipment ETF (159326) tracks the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, and cable components [2] - The smart grid sector has a high weight of 88%, and ultra-high voltage equipment accounts for 65%, both being the highest in the market [2]
300502 成交额A股第一
2月2日早盘,A股市场震荡调整。截至午间收盘,上证指数跌1.32%,深证成指跌1.41%,创业板指跌1.18%,科创综指跌2.28%。沪深北三市半日成交 16569亿元,新易盛(300502)成交额达275.32亿元,位居A股第一。 早盘,电网设备概念逆势走强,板块内多只个股涨停。截至午间收盘,电科院、双杰电气以20%幅度涨停,安靠智电、通光线缆涨超10%,森源电气、保 变电气、广电电气等多只个股涨停。 | 双杰电气 | 15.56 | 19.97% | 2.59 | | --- | --- | --- | --- | | 300444 | | | | | 电科院 | 9.68 | 19.95% | 1.61 | | 300215 | | | | | 安靠智电 | 47.74 | 17.82% | 7.22 | | 300617 | | | | | 红相股份 | 15.48 | 11.53% | 1.60 | | 300427 | | | | | 灿能电力 | 25.52 | 10.38% | 2.40 | | 920299 融 | | | | | 森源电气 | 7.54 | 10.07% | 0.69 | ...