"送电！" 20时40分，随着开关合闸的清脆声响，电流如复苏的脉搏，沿着新生的导线奔涌而去。刹那间，岸洲上 村，一扇扇窗户如星辰次第点亮，将沉沉的雨夜温柔撕开。有村民披衣推门，灯光在他惊喜的面庞上跳 跃："亮了，灯亮了！快开空调"那光晕，仿佛一丝丝清凉瞬间熨平了方才被黑暗攥紧的心。 故障现场，断落的导线如垂死的银蛇缠绕在倾倒的松树上。该公司副经理廖琨早已矗立在风雨最前线， 他的强光手电穿透雨幕，快速扫过狼藉的现场："验电挂接地线！树障清理组开路，断线组准备材料， 立杆组同步开挖杆洞——安全第一，动作要快！" 他的声音沉稳如磐石，在呼啸的风雨里为所有抢修队 员筑起一道无形的安全屏障。 雨水如注，狠狠砸在安全帽上。老师傅宋道华紧握油锯，锯齿咬进湿透的松木，沉闷的嘶吼声与风雨交 织。碎木飞溅，巨大的树障在众人合力下被快速清除。抢修人员折除旧电杆及杆上铁附件。新电杆在重 型机械的轰鸣和众人的号子声中，一寸寸顽强立起。杆顶杆下人员协同配合，紧张有序地安装横担、金 具、导线、绝缘子，动作快如闪电。探照灯的光柱刺破厚重的雨帘，照亮了抢修队员肩扛手抬的剪影， 也映亮了脸上雨水与汗水交织的坚毅。 7月7日傍晚，江西省吉安县澧田 ...

Core Insights - The report predicts a 5% increase in national electricity consumption in 2025, reaching 10.3 trillion kilowatt-hours, driven by growth in the primary, secondary, and tertiary industries, as well as residential usage [1][2] - The report highlights a divergence in electricity consumption trends, with traditional industries facing pressure while emerging sectors are on the rise [2][3] Industry Analysis - The electricity consumption in the black metal and building materials industries is expected to decline slightly by 0.5% and 0.6% respectively, while the non-ferrous metals and chemical industries will see modest growth of 3.0% and 3.9% [2] - New infrastructure, particularly 5G base stations, is projected to add over 30 billion kilowatt-hours of electricity consumption, with data centers expected to increase their consumption by approximately 37 billion kilowatt-hours, reaching over 160 billion kilowatt-hours [2] - The electric vehicle charging and swapping services are anticipated to increase their electricity consumption by about 19 billion kilowatt-hours, totaling 102 billion kilowatt-hours [2] Regional Insights - The North China, East China, and Southern Power Grid regions are expected to contribute over 65% to the growth in electricity consumption, with the Southern Power Grid leading in growth rate [2] Supply Side Analysis - The report forecasts that the newly installed power generation capacity will reach 660 million kilowatts in 2025, a 53.2% increase from the previous year, marking a historical high [2] - The new capacity will include 127 million kilowatts from thermal power and a combined 520 million kilowatts from wind and solar energy [2] Climate Impact - The report indicates that climate change will increasingly affect electricity consumption, with higher temperatures expected during peak summer periods leading to tighter supply-demand balance [3] - Recommendations include enhancing collaboration between government and enterprises, establishing a refined data center electricity consumption statistical system, and expanding green electricity supply channels [3]

文 | 新华日报 记者从国家电网获悉，受持续高温影响，截至7月7日，江苏电网最高用电负荷 已在年内第三次 刷新历史纪录 ，达1.52亿千瓦。而7月6日，在国网江苏省电力有限公司电力调控中心统一指挥 下， 全省93座新型储能电站在晚间用电高峰时集中向电网放电 ，最大放电功率达714万千瓦， 实现了我国最大规模新型储能的集中调用。 新型储能被喻为"超级充电宝"，在用电高峰可放电发挥顶峰调节作用，同时在用电低谷可充电助 力新能源消纳。 6日晚，为了支撑晚间电网用电高峰，共有 64个电网侧储能、29个电源侧储能电站 参与集中放 电，总参与容量724.8万千瓦，实际最大调用规模为714万千瓦；这是继去年夏季集中调用455 万千瓦新型储能后， 创造了集中调用规模的新纪录 ，同比增长56.9%。 在此次新型储能集中调用中，国网江苏电力通过新一代调度支持系统，在用电高峰同时向超过 700万千瓦新型储能发出放电指令，最大可同时满足约4800万户居民一个小时的用电需求。 看似简单，其实充电放电的时机要精心选择。放电， 在考虑城市用电需求的前提下，还要尽可 能让储能项目获得收益 。"从空间来讲，江苏储能项目多位于苏北，用电却集中在 ...

"演习开始！"骤然响起的指令，如同发令枪声，瞬间打破国网辽宁电力调度指挥中心的平静。 在指挥中心巨大的屏幕上，全省电网数据不断变化着，操作台前不时响起键盘敲击声，整个大厅里 弥漫着紧张的气氛。 "报告！重要输电通道线路异常，疑似'大动脉'梗阻！"第一条警报尖厉刺耳。 "紧急！核电厂冷源系统故障，机组出力断崖式下降，导致全网电源不足！"第二条警报接踵而至。 "警报！区域电网重载线路跳闸，局部供电濒临崩溃！"第三个警报灯疯狂闪烁。 "最坏情况！城市核心区变电站全停！"第四条警报让人心头一紧。 近日，国网辽宁电力举行2025年辽宁电网迎峰度夏联合反事故演练暨负荷管理演练，模拟盛夏用电 高峰可能面临的极端"四重奏"，提升应急处置能力。 接到警报后，指挥中心内电话铃声如骤雨般急促，密集指令迅速传达。调度员们眼神如炬，紧盯屏 幕，手指在键盘上疾舞。 年轻的调度员小李额角渗汗，紧盯电力曲线，沉稳下令："全网电源缺口！立即省间购电，协调应 急支援！"屏幕上，电力流向随令飞转。不远处，老调度张工正与地市、工厂紧急通话："区域告急！执 行负荷转移，启动用户侧调节！"一张由省市公司、电厂、用户及政府部门协同织就的大网高速运转。 " ...

Core Insights - The State Grid of Jiangsu has reported a record high electricity load of 152 million kilowatts as of July 7, driven by sustained high temperatures, marking the third time this year that the record has been broken [1] - On July 6, 93 new energy storage stations in Jiangsu collectively discharged a maximum power of 7.14 million kilowatts during peak evening electricity demand, representing the largest scale of centralized new energy storage utilization in China [1] - The centralized discharge of new energy storage has increased by 56.9% year-on-year compared to last summer's peak discharge of 4.55 million kilowatts [1] Group 1 - New energy storage is referred to as a "super battery," providing peak load regulation during high electricity demand and assisting in renewable energy consumption during low demand periods [1] - The total capacity involved in the centralized discharge was 7.248 million kilowatts, with the actual maximum utilization reaching 7.14 million kilowatts, capable of meeting the electricity needs of approximately 48 million households for one hour [1] - Jiangsu's new energy storage projects are strategically located, with a total installed capacity of 7.616 million kilowatts, ranking fourth in the country, and include various forms such as electrochemical storage and compressed air storage [2] Group 2 - The timing of charging and discharging for energy storage systems requires careful consideration to maximize profitability while meeting urban electricity demands [2] - The peak electricity demand in southern Jiangsu occurs during the day, while northern Jiangsu experiences peak demand at night, allowing energy storage to act as a "spatial-temporal regulator" [2]

Core Viewpoint - Hezhong Electric has experienced a decline in stock price over six consecutive trading days, with a cumulative drop of -5.81% [1] Company Overview - Shenzhen Hezhong Electric Co., Ltd. (stock code: 603063) focuses on the research, production, sales, and service of new energy and electrical transmission products, including wind power generation products, photovoltaic products, energy storage products, hydrogen power products, power quality products, and electrical transmission products [1] - The company possesses complete independent development capabilities and testing platforms for large power electronic devices and monitoring systems [1] Fund Involvement - Two funds under Guotai Fund have entered the top ten shareholders of Hezhong Electric, both of which are new entries in the first quarter of this year. The funds are Guotai Valuation Advantage Mixed (LOF) A and Guotai Ju Xin Value Advantage Mixed A [1] - Guotai Valuation Advantage Mixed (LOF) A has a year-to-date return of 22.39%, ranking 334 out of 4529 in its category, while Guotai Ju Xin Value Advantage Mixed A has a year-to-date return of 11.06%, ranking 398 out of 2301 [1] Fund Manager Profiles - Wang Zhaoxiang, the fund manager for Guotai Valuation Advantage Mixed (LOF) A, has been with Guotai Fund since August 2014 and has held various positions including researcher and assistant fund manager. He has been the fund manager since June 21, 2022 [3][4] - Cheng Zhou, the fund manager for Guotai Ju Xin Value Advantage Mixed A, has extensive experience in the industry, having joined Guotai Fund in April 2004 and held multiple managerial roles in various funds [4] Company Background - Guotai Fund Management Co., Ltd. was established in March 1998, with its chairman being Zhou Xiangyong and general manager being Li Sheng. The company has three shareholders: China Jianyin Investment Co., Ltd. (60%), Assicurazioni Generali S.p.A. (30%), and State Grid Yingda International Holdings Group Co., Ltd. (10%) [5]

7月1日，国网庆阳供电公司工作人员奔走在商超、小区，一场以"e起节电"为主题的推 广活动火热开展，为绿色低碳生活注入电力动能，引导市民携手奔赴节能新时尚。 "现在手机成了常用设备，电视观看频率降低，千万要记得关闭机顶盒，待机时每月会 消耗10度电左右，关闭后能有效减少家庭用电浪费。"活动现场，工作人员向居民耐心科 普。他们一边发放宣传资料，一边结合生活场景传授节电"小妙招"："空调设置26度最节 能，热水器不用时及时断电……" 这些贴近日常的实用技巧，让节能理念不再抽象，轻松融 入居民生活。 为了让更多人参与到节电行动中，国网庆阳供电公司工作人员着重推广"网上国网"APP 的"e起节电"功能。"只需打开APP，点击'e起节电'页面，填写基本信息就能报名，还能查询 用电明细，精准掌握家庭用电习惯，找到节能空间。"工作人员手把手指导用户完成报名， 不少居民驻足咨询，现场气氛热烈。同时，该公司借助微信群、朋友圈等线上渠道广泛传 播，扩大宣传覆盖面，让"e起节电" 触达更多用户。 针对居民关心的电器待机耗电、错峰用电等问题，工作人员逐一答疑解惑。"原来待机 功耗这么可观，以后看完电视一定记得关机顶盒。"听完讲解，居民 ...

Core Points - The article discusses the ongoing maintenance and upgrade of the lighting system at Tiananmen Square, focusing on the cleaning and repair of the "Hualan" lights, which is expected to be completed by early August 2023 [1][2]. Group 1: Maintenance and Repair - The maintenance work includes the cleaning and repair of 253 "Hualan" lights, 2,849 light balls, and over 6,000 light sources, with a focus on upgrading the single light monitoring system [1][2]. - The newly implemented single light monitoring system, launched in 2023, allows for real-time monitoring of each light source's operational status, enhancing the precision of maintenance efforts [2]. Group 2: Aesthetic Enhancements - The maintenance also involves deep cleaning and restoration of 110 granite lamp bases, which will be repainted and repaired to preserve their artistic designs, symbolizing the nation's prosperity [4]. - The lamp bases, originally modified in 2012, feature unique floral patterns, contributing to the cultural significance of the lighting system at Tiananmen Square [4]. Group 3: Green Transformation - The lighting center is testing the application of CLED light sources, which are energy-efficient and have high luminous efficacy, as part of a green transformation initiative [6]. - A one-year trial will assess the stability and energy-saving effects of CLED light sources under various seasonal and climatic conditions [6].

产业是基础，民生是根本。近年来，国网甘肃省电力公司始终坚持"宁让电等发展，不 让发展等电"，从客户实际需求出发，聚焦惠企利民，多举措提升供电服务保障能力和优质 服务水平，以营商环境之"优"促经济之"稳"、发展之"进"。 提速办电服务，赋能重点项目建设"加速度" 7月1日，在位于兰州市皋兰县三川口工业园区的甘肃金沙河粮食加工及仓储项目正在加 紧建设。该项目采用国内外先进的设备和生产工艺，确保公司产品质量稳定，仓储能力达到 20万吨，是西北地区最大的小麦储存仓。 该项目于2023年7月签约，2024年4月正式开工，将于今年10月投产，比原计划提前8个 月投产。这一"加速度"的实现，离不开国网甘肃省电力公司的全流程高效服务，将项目用电 报装环节压缩50%，审批时限缩短至15个工作日；安排服务专班对接项目需求，同步推进外 线工程设计、施工、验收，实现"一次都不跑"；在供电方案制定阶段，运用数字化模拟技术 精准测算用电负荷，优化供电线路布局，节省建设周期约20天。"如今项目落地皋兰，来自 山东、陕西、河南、河北、新疆等不同地区的小麦在这里进行搭配，可以生产出更适合甘肃 本地化的产品，也降低了企业的物流成本。"项目经理侯 ...

Core Viewpoint - The article discusses the ongoing maintenance and upgrade of the lighting system at Tiananmen Square, highlighting the comprehensive cleaning, monitoring system upgrades, and the introduction of energy-efficient CLED light sources. Group 1: Maintenance and Inspection - The maintenance work for the lighting system at Tiananmen Square and Chang'an Avenue commenced in late June and is expected to be completed by early August, involving the cleaning and inspection of 253 lamp posts, 2,849 light bulbs, and over 6,000 light sources [1] - The inspection will now include the newly implemented single-lamp monitoring system, which was launched in 2023 to monitor the operational status of each light source in real-time [2] Group 2: System Upgrades - The monitoring system has been upgraded to reduce errors caused by current fluctuations, enhancing monitoring accuracy and efficiency [2] - The lighting management center will also conduct comprehensive testing of four high pole lights in Tiananmen Square to ensure optimal lighting conditions [2] Group 3: Aesthetic Enhancements - The maintenance includes deep care for 110 granite lamp bases, which will be cleaned, repainted with protective agents, and repaired for any damage, enhancing the visual appeal of the area [3] - Each lamp base features unique floral patterns, symbolizing the flourishing of the nation, and this maintenance preserves both historical craftsmanship and cultural landmarks [3] Group 4: Technological Innovations - The maintenance will pilot the use of CLED light sources on the lamps, aiming to replace traditional electromagnetic induction lamps, which offers advantages such as lower energy consumption and higher light efficiency [4] - A one-year trial will be conducted to test the stability, light decay, and energy-saving effects of CLED light sources under various seasonal and climatic conditions [4]