近期，我国局部地区频繁出现高温天气，带动用电负荷快速增长，电力供给逐步进入迎峰度夏关键期。 据了解，今年迎峰度夏期间全国最高用电负荷同比增加约1亿千瓦。有关部门聚焦提升电力保供能力， 采取了一系列措施。目前来看，今年迎峰度夏电力供需形势好于去年，全国电力供需平衡总体有保障。 持续提升发电能力 煤炭是我国主体能源，迎峰度夏电力能否安全稳定供应，电煤是关键一环。 国家发展改革委政策研究室副主任李超表示，通过加强煤炭、天然气稳产稳供和产运需衔接配合，全国 统调电厂存煤保持在较高水平，为迎峰度夏提供了强有力支撑。 随着装机快速增长，新能源日益成为电力保供重要力量。在冀北清洁能源基地，新能源发电装机已超 8000万千瓦，在总发电装机中占比达75.8%，占比居全国首位。贵州省上半年同样迎来新能源并网高 峰，新能源已超过火电成为贵州电网统调第一大装机电源。 "我们持续提升发电能力，在确保安全的情况下，力保电源电网项目按期投产、尽早出力。"李超介绍， 截至5月底，全国累计发电装机容量36.1亿千瓦，同比增长18.8%。 保障电力高效传输 从往年情况看，迎峰度夏到了关键时刻，不仅要发更多电，还要保障电力高效传输。 在经济大省江 ...

Group 1 - Chongqing's "Jiaozi" manned submersibles have been exported to Indonesia, marking a significant step in utilizing internet channels for order acquisition, aimed at boosting local tourism [1] - Saudi Aramco plans to sell four to five gas power plants, potentially raising $4 billion as part of a strategy to enhance profitability and increase national revenue amid declining oil prices [2] - The world's first 130-ton ultra-heavy comprehensive mining equipment has been successfully developed, overcoming technical challenges in safe and efficient transportation of mining equipment [3] - BYD Energy has signed a framework cooperation agreement with State Grid Hunan Comprehensive Energy Service Co., establishing a deep partnership in distributed energy storage [4]

Core Insights - The recent surge in electricity demand in China, driven by high temperatures, has led to record power loads, with a peak of 1,465 million kilowatts on July 4, marking a significant increase compared to the end of June and the same period last year [1] - The State Grid is leveraging ultra-high voltage (UHV) technology to manage electricity supply, with cross-regional transmission capacity exceeding 200 million kilowatts, highlighting the importance of UHV in connecting energy production and consumption [1] - The steady increase in national electricity consumption is expected to support the high-quality development of the UHV industry, with a projected 5% growth in total electricity consumption by 2025 [1] Industry Developments - China's UHV transmission technology is internationally leading, with 70% of clean energy transmitted through the "West-to-East Power Transmission" project [2] - The State Grid's investment in UHV projects is set to exceed 600 billion yuan in 2024 and is expected to surpass 650 billion yuan in 2025, focusing on UHV construction, county-level grid enhancements, and digital upgrades [2] - The acceleration of UHV construction presents growth opportunities for related listed companies, with the total market capitalization of UHV concept stocks exceeding 750 billion yuan as of July 4, 2023 [2] Company Insights - Among UHV concept stocks, companies like Hengtong Optic-Electric, TBEA, State Grid Yingda, Changgao Electric, and Zhongtian Technology have rolling P/E ratios below 30, with State Grid Yingda at only 16.58 and a 45.22% year-on-year profit increase in Q1 [4] - Notably, several UHV concept stocks also exhibit low P/B ratios, with 12 stocks having P/B ratios below 2, including TBEA and Hengtong Optic-Electric, which have shown significant profit growth [4] - Pinggao Electric, with a 55.94% year-on-year profit increase in Q1 2025, has actively participated in UHV projects and has a leading market share in State Grid projects, attracting investments from insurance and social security funds [4]

Group 1 - The core viewpoint emphasizes the importance of ensuring stable electricity supply during the peak summer season, highlighting the need for responsibility and detailed measures to support high-quality development in the city [1][2] - The city entered the peak summer electricity supply phase on June 15, with the highest historical electricity load recorded on July 3, indicating increased demand [1] - The electricity supply is crucial for the livelihood of citizens and various industries, making it a top political priority to ensure reliable electricity supply [1] Group 2 - The city government is urged to collaborate effectively to maximize peak load shifting capabilities and minimize the impact on electricity supply [2] - There is a call to strengthen resource guarantees and enhance the construction and operation of the power grid to ensure a solid foundation for electricity supply [2] - Improving load adjustment capabilities and emergency management is essential to maintain stable electricity supply and alleviate concerns for citizens and businesses [2]

为积极应对高温天气带来的影响，山东电力统筹省内新能源、常规电源机组和省外来电资源，全力保障 迎峰度夏期间电网稳定运行、电力安全可靠供应。 "斗臂车升空至指定位置，注意保持与周边导线安全距离。"炎炎夏日，在山东潍坊昌乐10千伏东庄线樱 园支线98号杆旁，国网昌乐县供电公司带电工作负责人陈军涛正通过对讲机指挥作业。 此时地表温度已达38摄氏度，绝缘斗臂车内的两名作业人员正身着密不透风的绝缘服，在12米高空开展 带电作业，更换跌落式熔断器。"熔断器就像线路的'保险丝'，客户用电负荷大叠加高温天气，不及时 更换容易跳闸断电。"陈军涛说，线路长期高负荷运行，熔断器触点已出现过热氧化，必须在不停电的 前提下完成更换，保证附近用户正常用电。 经过工作人员两个多小时的紧张作业，3只新的跌落式熔断器安装完毕，线路运行参数恢复正常，在周 边2000余户居民无停电感知下，及时消除了设备安全隐患。入夏以来，国网昌乐供电公司已完成"零感 知"带电作业132次、事故抢修32次，减少停电时户数9440时户。 连日来，山东潍坊、聊城、德州、淄博等多地持续出现高温天气，带动山东电网负荷持续攀升。记者从 国网山东省电力公司获悉，7月3日13时9 ...

·我国工业用钢出货量显著提升钢铁出口大幅增长 【重点关注】 ·商务部就欧盟白兰地案调查最终裁定答记者问：只要满足价格承诺条件，就不会被征收反倾销税 ·特朗普称8月1日起实施新关税最高税率或达70% ·海关总署7月4日介绍，今年前5个月，上海自贸试验区进出口总值超9000亿元，占全国自贸试验区进出 口总值比重超26%。 ·据"上交所发布"公众号消息，为加强本次科创板改革"1+6"政策的市场宣贯，加快推动改革落地见效， 构建更有利于支持科技创新的资本市场生态，近日，上海证券交易所在上海、北京等地召开多场专题座 谈会，与头部股权投资机构深入交流，充分听取意见建议，及时解答市场疑问。 ·7月5日凌晨5时50分，从哈萨克斯坦奇姆肯特飞来的DV465次航班平稳降落在乌鲁木齐天山国际机场， 标志着乌鲁木齐—奇姆肯特定期国际客运航线正式开通。这也是乌鲁木齐天山国际机场开通的第三条往 返哈萨克斯坦的国际客运航线。 ·7月5日2时，南海热带低压已加强为今年第4号台风"丹娜丝"（热带风暴级），广东省防汛防旱防风总 指挥部于当日9时启动防风Ⅳ级应急响应。 ·7月3日，比亚迪储能与国网湖南综合能源服务有限公司（简称"国网湖南综能"）合 ...

此三项工程总投资12.1亿元，工程新建500千伏变电站1座，架设500千伏线路191.4公里、220千伏线路 116.9公里，组立铁塔823基，系统性提升蒙东地区新能源接入能力。 6月30日，由国网兴安供电公司建设管理的国家"十四五"电力发展规划重点项目——桃合木500千伏新能 源汇集输变电工程、蒙东铝都-平川500千伏线路工程(兴安段)、蒙东兴安蒙能右中新能源百万千瓦风储 基地220千伏送出工程集群投运，标志着内蒙古东部兴安盟与通辽地区的清洁能源输送"大动脉"成功打 通，对服务大型新能源基地电力外送、促进区域绿色低碳发展意义重大。 工程投运后，将有效满足兴安盟地区新能源就近接网和高效上送需求，汇集通辽市、兴安盟科右中旗及 突泉县等地清洁能源，年均汇集新能源电量可达36亿千瓦时，相当于节约标准煤120万余吨，减少二氧 化碳排放约320万吨。同时，工程加速了蒙东电网"2纵8横"骨干网架成型，提升了跨区域电力互济能 力，带动清洁能源产业集聚，助力内蒙古建设国家重要能源和战略资源基地。(记者张林虎) 桃合木500千伏新能源汇集输变电工程作为核心枢纽，联络平川与铝都两个500千伏变电站，构建起区域 新能源汇集"心脏" ...

"参加此次变电专业竞赛，对我而言，不仅是一次技能的较量，更是一段充满挑战与成长的难忘旅程，让 我收获颇丰、感悟深刻。"刚参加完职工技能运动会的通辽供电公司新城变电工区变电一次检修工范兴雨说。 M 在竞赛过程中，国网蒙东电力还将安全生产理念深度融入各个项目，通过模拟真实工作场景下的突发状 况，强化职工的安全操作规范和应急处理能力。"此次技能运动会不仅是一场技艺的较量，更是一次安全意识 与技能水平的全面提升。"国网内蒙古超特高压公司鄂尔多斯市输电工区输电运检高级工李明博说道。 近年来，国网蒙东电力深入推进新时期产业工人队伍建设改革，以竞赛为载体，拓宽职工练兵、比武、创 新赛道，开展专业竞赛240余场次，畅通职业成长、岗位成才绿色通道，加快建立一支知识型、技能型、创新 型产业工人队伍，不断为高质量发展提供强大的人才支撑。 - we Proper I the - 12-2 t 2017 e are a m t 0:00 0 本次技能运动会竞赛项目从设备安装到故障检查，从基础组装到标准化流程执行，全方位、多角度检验职 工专业技能水平。选手们毫厘之间、分秒必争、各显神通，场边裁判员全神贯注、认真谨慎、公平严明。经 过激烈 ...

"接下来的几天会连续降雨，我们要仔细核查防汛物资质量，确保满足防汛要求。"7月2 日，在330千伏木钵变电站防汛隐患排查特巡现场，国网庆阳供电公司木钵运维班班长马文 海对巡视人员说道，这是该公司全面开展防汛应急物资设备专项检查的一个缩影。 随着汛期的脚步日益临近，降雨频次与强度逐渐增加，变电设施面临着严峻考验。为切 实保障电网安全稳定运行，确保在突发洪涝灾害时能迅速响应、有效应对，国网庆阳供电公 司积极行动，组织专业力量对所辖变电站开展防汛应急物资、设备专项检查，以"零隐患、 零死角"为目标，筑牢电网防汛"铜墙铁壁"。 本次检查覆盖辖区内所有变电站，重点围绕防汛物资储备和设备运行状态展开。运检人 员对照《变电站防汛物资管理规范》，对沙袋、抽水泵、防水挡板、应急照明等物资进行逐 一清点，详细检查物资规格、数量及完好率，并对老化、破损物资及时补充更换，确保物资 储备充足、分类存放规范、调用流程高效。同时，对站内排水系统、电缆沟防水设施、室外 端子箱密封性等关键设备开展"地毯式"排查，通过模拟强降雨环境进行排水泵试运行、电缆 沟渗漏点检测，对发现的排水不畅、密封不严等问题立行立改，同步建立设备隐患台账，落 实"一患 ...

Group 1 - The State Grid Corporation of China and its subsidiaries have obtained a patent for a method and system for generating a knowledge graph for threat analysis in power monitoring systems, with the patent number CN115329092B and application date July 2022 [1] - The State Grid Corporation of China was established in 2003, located in Beijing, with a registered capital of approximately 130.45 billion RMB. It has invested in 73 companies and participated in 5000 bidding projects, holding 183 trademark records and 5000 patent records [1] - The Shanghai Electric Power Company, established in 1989, has a registered capital of approximately 10.95 billion RMB. It has invested in 45 companies and participated in 5000 bidding projects, holding 10 trademark records and 5000 patent records [1] Group 2 - The State Grid Electric Power Research Institute, established in 2001 in Nanjing, has a registered capital of approximately 608.5 million RMB. It has invested in 15 companies and participated in 660 bidding projects, holding 12 trademark records and 3106 patent records [2] - Beijing KEDONG Electric Control System Co., Ltd., established in 1995 in Beijing, has a registered capital of 500 million RMB. It has participated in 5000 bidding projects and holds 1287 patent records [2] - The State Grid Shaanxi Electric Power Company, established in 2021 in Xi'an, has a registered capital of approximately 35.3 billion RMB. It has invested in 6 companies and participated in 1931 bidding projects, holding 223 patent records [2]