National Grid(NGG)

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中国电力企业联合会能源数字经济专业委员会在京成立
Xin Hua Cai Jing· 2025-09-05 08:51
国网能源研究院有限公司总经理、党委副书记魏玢介绍了专委会的未来发展规划与具体实施路径。她表 示,专委会将充分发挥专业、信息、人才和机制等优势,统筹能源数字技术、能源数据资产、能源数字 金融、能源数字市场等重点领域,形成集政策研究、成果推广、标准引领、产业服务、信息共享于一体 的综合服务体系,赋能电力行业数字化转型与创新升级。 中国工程院院士刘合分享了油气行业大模型发展的挑战与展望。他表示,大模型的性能高度依赖海量、 高质量的训练数据。然而,当前油气行业普遍面临数据不足与质量不高的双重困境。当训练样本激增而 数据质量参差不齐时,模型容易产生"幻觉"现象,即生成内容与事实严重不符,导致模型能力下降,内 容可信度大打折扣。此外,大模型的训练与部署成本高昂,已成为制约其广泛应用的关键障碍。同时, 模型的持续优化、迭代更新以及反复调优均需投入巨额资金,导致总体成本持续攀升。他建议以大模型 应用为契机,加强数据全生命周期管理,提升数据治理能力;推动大小模型联动,取长补短,实现成本 效益优化。 会议期间,国家能源局信息中心原主任梁建勇、国家电网有限公司数字化工作部主任助理赵永彬、中国 长江三峡集团有限公司战略与发展研究中心 ...
跨经营区交易激活全国电力市场
Ke Ji Ri Bao· 2025-08-26 02:34
此前,区域间电力互济多依赖应急调度,以"一线一议""一事一议"方式推进,不仅频次低、规模小,灵 活性也大打折扣,阻碍了电力资源在全国范围内的优化配置。随着新型电力系统建设推进,高比例新能 源接入,电网运行随机性、波动性增加,通过大电网实现富余新能源消纳、保障电力安全稳定供应的需 求愈发迫切。 多位受访专家在接受科技日报记者采访时分析,实现跨电网经营区常态化交易,是建设全国统一电力市 场的标志性举措,对打破市场分割和地区封锁、在全国范围内优化电力资源配置具有重要意义。 促进省际供需互补 长期以来,我国电网呈现国家电网与南方电网分区域经营的格局。国家电网覆盖26个省(自治区、直辖 市),供电范围占国土面积88%;南方电网则覆盖广东、广西、云南、贵州、海南五省区,并与港澳以 及东南亚电网相连。在这两大电网公司内部,每个省级电网公司管理的区域就是一个经营区。这一格局 在特定历史时期保障了电网稳健发展,但也形成了一定的市场壁垒。 今年夏季,我国电力市场迎来重要变革。7月1日至9月15日,超过20亿千瓦时电能将从云南、广西、广 东,经闽粤联网工程持续输往上海、浙江、安徽、福建四地。 这一规模空前的跨区域电力调配,标志着国 ...
补齐绿色标准缺失短板 绿色招采引领供应链变革
Jing Ji Ri Bao· 2025-08-24 23:29
Core Viewpoint - The importance of green procurement is increasingly highlighted as China's "dual carbon" goals accelerate, with a growing demand for green products and an expanding scope of procurement [1][2]. Group 1: Policy and Strategic Framework - The Chinese government is enhancing policy support for green procurement, which is crucial for expanding the application of green products and promoting deeper reforms in the bidding industry [1][2]. - The 2024 guidelines from the Central Committee and State Council emphasize optimizing government green procurement policies and expanding the range and scale of green product procurement, including carbon footprint requirements [2][3]. Group 2: Supply Chain Mechanisms - Green procurement is seen as a mechanism to drive the supply chain towards sustainability, with a focus on creating a "not green, I won't buy" supply chain pressure [3][7]. - The energy consumption of China's manufacturing sector is significantly higher than the global average, necessitating improvements in resource utilization and ecological protection [2]. Group 3: Implementation and Best Practices - State Grid Corporation has published a "Green Procurement Guide," integrating 17 elements into procurement evaluations, potentially driving over 1 trillion yuan in supply chain investments annually [5][6]. - Various enterprises, including Southern Power Grid and China Datang Group, are actively implementing green procurement practices, contributing to a comprehensive green supply chain management system [6][7]. Group 4: Challenges and Standards - The lack of unified green standards across different industries is a significant barrier to the development of green procurement, with many existing standards being vague or overly complex [8]. - The promotion of green procurement is essential for establishing a robust green standard system, which is critical for the high-quality development of the bidding industry [8].
Is Consolidated Water (CWCO) Outperforming Other Utilities Stocks This Year?
ZACKS· 2025-08-21 14:40
Group 1 - Consolidated Water (CWCO) is a notable stock within the Utilities sector, currently outperforming the sector average in year-to-date returns [1][4] - The Utilities group ranks 4 in the Zacks Sector Rank, which evaluates 16 different sector groups [2] - CWCO has a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] Group 2 - Over the past 90 days, the Zacks Consensus Estimate for CWCO's full-year earnings has increased by 16.2%, reflecting improved analyst sentiment [4] - CWCO has returned approximately 25.5% since the beginning of the calendar year, compared to an average gain of 14.1% for the Utilities sector [4] - Consolidated Water is part of the Utility - Water Supply industry, which ranks 46 in the Zacks Industry Rank, with an average gain of 18% this year [6] Group 3 - National Grid (NGG) is another Utilities stock that has outperformed the sector, with a year-to-date increase of 21.3% [5] - National Grid's consensus EPS estimate has risen by 6.3% over the past three months, and it also holds a Zacks Rank of 2 (Buy) [5] - The Utility - Electric Power industry, to which National Grid belongs, is ranked 84 and has gained 13.7% this year [6]
NATIONAL GRID INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. Launches Investigation into National Grid plc on Behalf of National Grid Stockholders and Encourages Investors to Contact the Firm
GlobeNewswire News Room· 2025-08-20 20:25
Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against National Grid plc for possible violations of federal securities laws and unlawful business practices following a fire incident at Heathrow Airport linked to the company's electrical substation [2][3]. Group 1: Incident Overview - On March 20, 2025, a fire at Heathrow Airport led to its shutdown, caused by a known fault at an electrical substation owned by National Grid, which the company had been aware of since 2018 but failed to address [3]. - Following the incident, Heathrow Airport is reportedly considering legal action against National Grid [3]. Group 2: Market Reaction - The news of the fire and its implications resulted in a decline in National Grid's American Depositary Receipt (ADR) price, which fell by $3.77, or 5.07%, closing at $70.61 per ADR on July 2, 2025 [4]. Group 3: Legal Action and Investor Outreach - Bragar Eagel & Squire, P.C. is reaching out to National Grid stockholders who may have suffered losses, encouraging them to discuss their legal rights and options [1][5]. - The law firm emphasizes that there is no cost or obligation for investors to inquire about their rights regarding these matters [5].
耗资281亿元,又一能源大动脉,打通!
Shang Hai Zheng Quan Bao· 2025-08-20 12:41
Core Viewpoint - The Ningxia-Hunan ±800 kV UHVDC transmission project has been officially put into operation, marking a significant advancement in China's energy infrastructure, particularly in renewable energy transmission [1][2]. Group 1: Project Overview - The Ningxia-Hunan project spans 1616 kilometers, connecting key energy regions and is the first UHVDC line approved primarily for transmitting renewable energy from the "Shagouhuan" wind and solar power base [2]. - The project has a total investment of 28.1 billion yuan and is the third UHVDC project to be commissioned in China this year [1]. Group 2: Renewable Energy Focus - Over 70% of the installed capacity for the project is from renewable sources, setting a new record for similar projects. The total power capacity is 17.64 million kW, with 13 million kW coming from renewable energy, including 4 million kW from wind and 9 million kW from solar [2]. - The project is expected to deliver over 36 billion kWh of electricity annually to Hunan, with more than 50% of this coming from renewable sources [2]. Group 3: Economic and Infrastructure Impact - The project will increase Hunan's electricity supply by approximately one-sixth, enhancing the province's external power receiving capacity to 16 million kW [2]. - The investment in the project is projected to stimulate over 70 billion yuan in local investments in Ningxia, positively impacting infrastructure development and related industries [3]. Group 4: Technological Innovations - The project has developed a series of standardized results in UHVDC technology, including over 5,500 typical drawings and the establishment of various national and industry standards [3]. - All equipment for the project has been domestically manufactured, achieving successful initial operation and stable performance, marking a significant step in strengthening China's power transmission and transformation industry [3].
Kirby McInerney LLP Announces Investigation Against National Grid plc on Behalf of Investors
GlobeNewswire News Room· 2025-08-19 20:42
Group 1 - The law firm Kirby McInerney LLP is investigating potential claims against National Grid USA Service Company, Inc. for possible violations of federal securities laws and unlawful business practices [1] - A report by the National Energy System Operator revealed that a fire at Heathrow Airport was caused by a known fault at an electrical substation owned by National Grid, which the company had been aware of since 2018 but failed to address [3] - Following the release of the NESO report, National Grid's American Depositary Receipt (ADR) price fell by $3.77, or approximately 5.07%, from $74.38 to $70.61 [3] Group 2 - Kirby McInerney LLP specializes in securities litigation and has achieved recoveries totaling billions of dollars for shareholders [6]
中央企业多措并举激活乡村振兴绿色动能
Xin Hua She· 2025-08-19 11:26
"生态振兴是乡村振兴的重要支撑。"中国节能环保集团有限公司党委副书记刘大军介绍,作为以节 能环保为主业的特色央企,中国节能聚焦山水林田湖草沙系统治理,在定点帮扶的河南嵩县、广西富川 瑶族自治县投资建设农村污水治理项目,实施荒山绿化工程,推广"光伏+农业"模式,不断筑牢乡村全 面振兴的绿色根基。 推进产业培育,让"金山银山"更实—— 近年来,山西省平陆县依托当地土壤、气候等独特的自然资源优势,大力发展水果产业。然而,种 植技术落后、销售渠道单一、产业链条短等难题,阻碍了这里水果产业发展的脚步。 对此,定点帮扶平陆县的中国机械工业集团有限公司整合技术、资金、产业链优势,从种植、加 工、销售全环节发力,打出了创新电商销售模式、技术培训与推广、发展精深加工等帮扶"组合拳",助 力当地破解水果产业发展难题,带动了农民增收和乡村振兴。 良好生态环境是农村最大优势和宝贵财富。在推进乡村全面振兴过程中,中央企业在帮扶地区 的"试验田"上深耕细作,在生态产品价值实现上勇于探索,不断推动实现经济效益、社会效益和生态效 益的有机统一,"以绿生金"的路子越走越宽广。 发力生态治理,让"绿水青山"更美—— 地处黄河源头的青海省果洛藏族 ...
All You Need to Know About National Grid (NGG) Rating Upgrade to Strong Buy
ZACKS· 2025-08-15 17:01
Core Viewpoint - National Grid (NGG) has received a Zacks Rank 1 (Strong Buy) upgrade, indicating a positive earnings outlook that could lead to increased stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are a significant factor influencing stock prices [2][4]. - An increase in earnings estimates typically correlates with higher stock prices, as institutional investors adjust their valuations based on these estimates [4][5]. Recent Earnings Estimate Revisions - National Grid is projected to earn $5.25 per share for the fiscal year ending March 2026, showing no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for National Grid has increased by 6.3% [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [9][10].
Reasons to Include National Grid Stock in Your Portfolio Right Now
ZACKS· 2025-08-14 13:11
Core Insights - National Grid (NGG) is positioned to benefit from strategic investments in infrastructure upgrades and expansion, making it an attractive investment opportunity in the Utility Electric Power industry [1] Earnings Growth Projection - The Zacks Consensus Estimate for NGG's fiscal 2026 earnings per share (EPS) has increased by 6.3% to $5.25 over the past 60 days, with a projected earnings growth rate of 8.4% over the next three to five years [2][8] Solvency - National Grid's times interest earned (TIE) ratio at the end of fiscal 2025 was 3, indicating strong capability to meet interest payment obligations in the near term [3] Dividend Yield - NGG has a current dividend yield of 5.77%, significantly higher than the S&P 500 Composite's yield of 1.15%, reflecting the company's commitment to increasing shareholder value [4][8] Investment Plans and Customer Demand - The company plans to invest nearly $69 billion (£60 billion) across its service territories in the UK and the US over the next five years, driven by rising demand from new customer connections [5] - In total, 2.5 gigawatts (GW) of customer projects were connected to the transmission network this year, with 1.6 GW being from renewable sources [5] Clean Energy Initiatives - National Grid aims to achieve net-zero emissions by 2050 and is actively investing in large-scale renewable energy projects, including wind and solar, to facilitate the energy transition [6] Stock Performance - Over the past six months, NGG shares have increased by 16.1%, outperforming the industry's growth of 11.1% [7]