数字电网是基于"云大物移智链"等新一代数字技术，以能源和数据为关键要素，推动电力与算力深度融 合，促进算力绿色高效、节能降碳的新技术、新装备和新业态发展，以电力支撑算力、以算力赋能电 力，实现高水平电力供需平衡。 当前人工智能行业进入爆发期，据统计："东数西算"枢纽节点已建成智算规模62万PFlops，全社会对算 力的需求年均增速超过43%。预计算力中心2030年用电量将达7000亿度，约占全社会用电量的5.3%，电 力已成为数智赋能制造业升级的关键变量。 2026年2月24日下午，在广东省高质量发展大会产业融合与政策创新分会场上，南方电网数字电网研究 院股份有限公司董事长刘育权分享了数字电网推动产业融合的实践经验。 近年来，南方电网落实国家战略部署，提出"以数字化绿色化协同促进新型电力系统和新型能源体系建 设"，聚焦产业链视角，以数字电网"云管边端芯"为切入点，辐射带动上下游企业，构建了技术完备、 自主可控、融合赋能的产业链生态圈。 刘育权表示，南方电网率先实施了算电协同行动。例如，建成覆盖南方五省区的坚强智能电网，供电可 靠性达99.99%以上，为数据中心提供高可靠供电；依托电碳算协同运营系统，通过算力任 ...

国投白银LOF大涨超9%。 2月25日，黄金、白银，再度拉升！ （文章来源：每日经济新闻） | < | 黄金股ETF | | G Q | | --- | --- | --- | --- | | | 2.658 +1.30% | | | | 持仓股 | 资金 | 资讯 F10 | 互动 | | 名称 | 持仓占比 ÷ | 最新 = | 涨幅 ÷ | | 铜陵有色 | 3.01% | 7.73 | +2.93% | | 000630 融 | | | | | 马可波罗 | 0.00% | 24.80 | +2.61% | | 001386 融 注 | | | | | 紫金黄金国际 | 3.32% | 237.000 | +2.07% | | 02259 通 | | | | | 江西铜业股份 | 1.50% | 46.120 | +1.99% | | 00358 通 | | | | | 紫金矿业 | 3.94% | 44.800 | +1.77% | | 02899 通 | | | | | 江西铜业 | 1.99% | 58.09 | +1.72% | | 600362 融 | | | | | 南网数字 | 0.00 ...

证券日报网讯 2月13日，南网数字在互动平台回答投资者提问时表示，公司营业收入呈现一定的季节性 特征，第四季度收入占比较高，对全年经营业绩及利润水平影响较大。2025年第三季度利润增长主要系 收入确认进度加快所致，对全年利润总额影响有限。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the news is that Nanfang Electric Power Digital Grid Research Institute Co., Ltd. has shown significant financial performance and market activity, with a notable increase in revenue and net profit year-on-year [2] - On February 12, Nanfang Digital's stock rose by 3.04%, with a trading volume of 563 million yuan, indicating positive market sentiment [1] - The company reported a financing buy-in amount of 44.83 million yuan and a net financing outflow of 448.82 thousand yuan on the same day, with a total financing balance of 295 million yuan, representing 5.78% of its market capitalization [1] Group 2 - Nanfang Digital's main business segments include digital grid, enterprise digitalization, and digital infrastructure, with the largest revenue contribution coming from digital grid IoT sensing devices at 30.37% [2] - For the period from January to September 2025, the company achieved a revenue of 2.779 billion yuan, reflecting a year-on-year growth of 31.88%, and a net profit of 158 million yuan, which is a remarkable increase of 464.76% [2] - As of November 18, 2025, the number of shareholders reached 201,700, showing a significant increase of 1,440,400% compared to the previous period [2]

证券日报网讯2月11日，南网数字（301638）在互动平台回答投资者提问时表示，根据《深圳证券交易 所创业板股票上市规则》等规定，公司暂未达到强制披露年度业绩预告的标准。目前公司年报尚在编制 中，具体业绩请届时查阅公司发布的年度报告。 ...

Group 1 - The core viewpoint of the news is that Nanfang Electric Power Digital Grid Research Institute Co., Ltd. has shown significant growth in revenue and net profit, indicating a strong performance in the digital grid sector [2] - As of February 10, Nanfang Digital's financing balance reached 299 million yuan, accounting for 6.01% of its market capitalization [1] - The company reported a revenue of 2.779 billion yuan for the period from January to September 2025, representing a year-on-year growth of 31.88% [2] Group 2 - The company's main business segments include digital grid, enterprise digitalization, and digital infrastructure, with the largest revenue contribution coming from digital grid IoT sensing devices at 30.37% [2] - The number of shareholders increased significantly to 201,700, reflecting a growth of 1,440,400% compared to the previous period [2] - The net profit attributable to the parent company for the same period was 158 million yuan, showing a remarkable year-on-year increase of 464.76% [2]

格隆汇2月10日丨南网数字(301638.SZ)在投资者关系中表示，有被问到：公司未来人员规模变化趋势？ 答：公司将遵循"与业务增长动态匹配"的原则制定人员规划，预计未来人员规模将保持增长态势。 ...

格隆汇2月10日丨南网数字(301638.SZ)在投资者关系中表示，有被问到：公司未来人员规模变化趋势？ 答：公司将遵循"与业务增长动态匹配"的原则制定人员规划，预计未来人员规模将保持增长态势。 ...

Group 1: Main Business Areas - The company’s main business is divided into three sectors: digital grid, enterprise digitization, and digital infrastructure [2][3] - Digital grid includes intelligent operation systems and IoT sensing devices, utilizing a technology route based on physical grid integration with micro-sensing, edge computing, and data fusion [2] - Enterprise digitization focuses on customized solutions for large enterprises, enhancing operational and management capabilities through advanced digital technologies [2] Group 2: Investment and Development Plans - The fixed asset investment for Southern Power Grid in 2026 is projected to reach CNY 180 billion [3] - The "Fuxi" chip is primarily applied in power-specific chips and modules, with a focus on distribution network protection, production monitoring, and cybersecurity [3][4] - Future R&D will increase investment in smart terminals and low-voltage communication fields to support the digital transformation of distribution networks [3] Group 3: ERP System and Personnel Trends - The "Sihai Zhizi" ERP system is a fully controllable system that supports complete domestic adaptation from chips to cloud platforms, enhancing integrated management levels [4] - The company plans to maintain a growth trend in personnel size, aligning with business growth [4] Group 4: AI Integration and Applications - The company has developed AI products for the power industry, with applications in knowledge retrieval, defect detection, scheduling, and safety monitoring [4] - Digital twin technology is utilized for real-time equipment status assessment and fault prediction, enhancing equipment safety [4] - Advanced digital technologies improve renewable energy perception and communication capabilities, optimizing operational tasks [4]

Group 1 - The core viewpoint of the news highlights the significant increase in the stock price of Southern Power Grid Digital, which rose by 5.07% on February 9, with a trading volume of 475 million yuan [1] - On February 9, Southern Power Grid Digital recorded a financing buy-in amount of 35.2 million yuan, with a net financing buy of 2.79 million yuan, leading to a total financing and securities balance of 296 million yuan [1] - The financing balance of Southern Power Grid Digital accounts for 5.90% of its circulating market value, indicating a substantial level of investor interest [1] Group 2 - Southern Power Grid Digital was established on March 31, 2017, and is located in Guangzhou, Guangdong Province, with its main business segments including grid digitization, enterprise digitization, and digital infrastructure [2] - The revenue composition of Southern Power Grid Digital shows that grid digitization contributes 48.48% of total revenue, while enterprise digitization and digital infrastructure account for 26.30% and 24.81%, respectively [2] - For the period from January to September 2025, Southern Power Grid Digital achieved a revenue of 2.779 billion yuan, representing a year-on-year growth of 31.88%, and a net profit attributable to shareholders of 158 million yuan, reflecting a remarkable increase of 464.76% [2]