Core Insights - Shenyang, once known as the "Republic's Eldest Son" and "Oriental Ruhr," is experiencing a transformation in its industrial landscape, leveraging new energy systems to revitalize traditional industries [1][2] - The integration of digital technologies and smart manufacturing is becoming essential for large factories, with a focus on stable power supply to ensure product quality [3][4] - The shift towards renewable energy is evident, with companies like Northern Heavy Industries Group becoming self-sufficient in clean energy and contributing excess power to the grid [6][7] - Shenyang is also advancing in future industries such as new materials, biomedical, artificial intelligence, and new energy storage, with significant projects underway [8] Group 1: Industrial Transformation - Shenyang's industrial electricity consumption remains significant, with industrial usage accounting for nearly 40% of total electricity in early 2025 [1] - The Shengu Group, a key player in the region, is utilizing a digital factory model supported by a health management platform for equipment [2] - The reliance on digital management systems like MES, EAM, and QMS is critical for maintaining production quality in automated environments [3] Group 2: Energy Management and Sustainability - The State Grid Shenyang Power Supply Company is implementing a 5G smart distribution network that can autonomously detect and respond to power supply issues within 75 seconds [4] - Northern Heavy Industries has installed solar panels that generate over 25 million kilowatt-hours annually, significantly reducing carbon emissions [7] - The collaboration between the power supply company and local government aims to enhance energy efficiency and promote renewable energy integration among large industrial users [6][7] Group 3: Future Industry Development - Shenyang is making strides in smart connected vehicles, with a project that integrates intelligent sensing devices for autonomous driving applications [8] - The construction of a high-tech cable tunnel demonstrates the city's commitment to modernizing its power supply infrastructure, ensuring reliable electricity for emerging industries [8][9] - Innovative maintenance practices, including the use of drones for inspections, are being explored to enhance operational efficiency in power supply management [9]

近日，国网山西临汾供电公司顺利完成220千伏紫金山变电站为期6天的综合检修任务。通过主变压器在线监测装置升级、 一键顺控智能化改造及全电压等级设备维护消缺等一系列工作，全面提升区域电网安全运行水平，为山西晋南地区电力可靠供 应注入强劲动能。 为保障检修工作安全高效开展，国网临汾供电公司统筹调配各部门技术力量，组建了由变电检修、高压试验、继电保护、 变电运维等专业骨干组成的攻坚团队。团队先后开展5次方案推演，制定26项风险预控措施。检修期间，工作人员克服倒闸操 作复杂、交叉作业多等重重困难，严格遵循"一板一眼、一丝不苟、严精细实、专业专注"的工作标准，高质量完成48台高压设 备150余项试验项目和53项继电保护装置试验，实现零差错、零失误。 此次综合检修显著提升了220千伏紫金山变电站设备健康水平，为服务山西南部能源基地建设、助力电网迎峰度夏筑牢坚 实基础。下一步，国网山西电力将持续深化设备精益化管理，加快智能运检技术推广应用，全力构建更加安全、稳定、高效的 新型电力系统。 【责任编辑：刘澄谚 】 220千伏紫金山变电站是连接晋南地区电力输送的关键枢纽，承担着区域电力调配与负荷支撑的重要职责。此次检修工作 围绕 ...

新为引擎，持续锻造电网"全科医生"队伍，为助力"双碳"目标、服务地方经济发展注入强劲动能。 "以往此类工程多由其他专业团队主导，这次我们突破性地实现全流程自主实施。"工作负责人张锐辉介绍，本次改造 不仅技术复杂、作业风险高，对操作精准度和协调性提出严苛要求。从前期详实的技术方案论证、安全风险推演，到现 场每一根纤芯的熔接、每一组定值的核对，再到严苛的传动试验验证，全部工序均由班组技术骨干主导实施。厂家技术 人员退居"监督验证"角色。该班组负责人坦言："首次自主承担220千伏主变保护更换，压力如山。但正是这种压力倒逼 我们深入研究图纸、准确把握规程，将每一个风险点预控到位，最终转化为实战能力的跃升。" 与此同时，该公司还将此次改造工作变成新兵训练场，结合本次改造工作，积极促进青年员工在现场"以干代培"，通 过导师带徒、青年员工动手实践等形式将培训工作融入到作业现场。在陇电铁军精神的指引下，青年员工主动扛起重 担，和前辈们一起每天工作超14小时，在狭小的保护屏内完成百余根线缆的精准接线。入职不到一年的新员工符卓感慨 道："连续三天顶着大太阳敷设电缆，工作服都被汗水浸透，但看到保护装置指示灯亮起的瞬间，一切都值了。 ...

5月28日，随着中国绿发金塔多能互补基地项目10万千瓦光热电站并网，甘肃酒泉电网总装机容量突破4000万千瓦，达到 4009.92万千瓦。其中，新能源装机容量占比超80%，新能源主体地位进一步凸显。 谋篇"新"能 点"绿"成金 酒泉地处河西走廊最西侧，这里有丰富的风能和光照资源，是中国风光资源储量最丰富、开发条件最优越的地区之一，处 于我国新能源发展第一线，是全国重要的新能源基地和能源战略通道。 1997年5月，甘肃洁源风电有限公司在玉门三十里井子成功并网发电，开创了甘肃风电开发的先河。多年来，酒泉逐步建 成一个千万千瓦级风电基地和三个百万千瓦级光伏基地，实现了从"资源大市"到"能源强市"，从"风电走廊"到"新能源基地"的 蜕变。 随着酒泉全力加快新能源项目建设，推动新能源与装备制造协同发展，国网酒泉供电公司勇挑重担，以构筑新能源与电力 系统协同发展生态圈为目标，主动融入国网甘肃省电力公司"总枢纽、主通道、重基地"发展定位，紧扣"三抓三促""提质增 速"工作主线，多措并举助推酒泉新能源产业高质量发展，酒泉市新能源装机容量、发电量不断创历史新高。 "十四五"以来，该公司积极推动外送通道及电网规划建设，配合政府、 ...

Core Viewpoint - Keda Intelligent Technology Co., Ltd. has appointed a new executive team, emphasizing a younger management structure and a strong focus on research and development innovation [2][3][6]. Group 1: Executive Changes - The board of Keda Intelligent has appointed Wang Tingting as the new president, along with Liu Wei, Zhang Jiyong, and Qin Minghui as vice presidents, and Huang Junwei as the financial director [3]. - The new executive team is predominantly composed of individuals born in the 1980s, indicating a trend towards a younger management team [3][4]. - Wang Tingting, born in January 1985, previously held positions as the marketing manager and supervisor at Keda Intelligent, and currently holds 83,100 shares, representing 0.01% of the total shares [3]. Group 2: Focus on Research and Development - Among the newly appointed vice presidents, two have extensive experience in research and development, highlighting the company's commitment to innovation [3][4]. - Liu Wei has held significant roles in various technology companies and is currently the head of the research institute at Keda Intelligent [4]. - Qin Minghui has a strong background in smart grid technology and has contributed to multiple national standards and patents, showcasing the company's technical capabilities [4]. Group 3: Business Focus and Market Position - Keda Intelligent is a comprehensive solution provider in the digital energy sector, focusing on smart power distribution and energy storage systems [5][6]. - In 2024, Keda Intelligent achieved a revenue of 2.739 billion yuan, with the digital energy business generating 2.101 billion yuan, accounting for 76.71% of total revenue [5]. - The company is actively exploring new applications in the energy sector, including commercial energy storage and distributed photovoltaic management, forming a complete industrial chain layout [5][6]. Group 4: Industry Trends and Opportunities - The digital energy sector is experiencing rapid growth, driven by national policies and the urgent need for digital and intelligent transformation in the power distribution field [6][7]. - The transition to a new power system, primarily based on renewable energy, is expected to provide a solid policy foundation and support for the digital energy industry [7]. - Significant investments are anticipated in the coming years, with state-owned enterprises expected to allocate over 3 trillion yuan for equipment upgrades, indicating a robust market opportunity [6][7].

面对并网任务紧、施工难度大的挑战，该公司深化"党建+基建"协同机制，党员先锋队扎根现场强化全过程管控。安 全方面推行"全员责任清单"，管理人员与施工班组同步开展隐患排查，通过规范作业流程、细化风险预控卡，严控高空作 业、带电区域等关键环节风险。每日通过现场巡查、班前交底、收工总结，动态梳理薄弱环节并落实整改闭环。施工组 织上建立分层分级负责制，优化多专业交叉施工衔接，对复杂工序提前组织模拟推演，同步加强质量监督与工艺标准化 培训，确保各环节衔接紧密、安全可控。通过强化现场协调与资源统筹，既保障了建设进度，又实现了安全零事故目 标。 "35千伏丰西线334断路器现场已由热备转运行。"5月26日，随着太行黎明共产党员服务队队员范国宏与青年突击队成 员管刘军在35千伏西辛店变电站完成最后操作指令，侯马市首座35千伏集中式光伏电站——丰润达新能源项目正式并网 投运。这标志着侯马市在构建新型电力系统、推动能源结构转型方面取得重大突破。 国网侯马市供电公司以构建新型电力系统为核心抓手，将新能源并网作为推动能源结构优化与区域经济绿色发展的战 略支点。丰润达光伏项目作为侯马市首个35千伏集中式新能源工程，不仅是贯彻新发展理念 ...

答：该《方案》出台，会对煤电节能改造业务产生多方面影响。对于老旧机组 在能耗、调峰等方面存在的不足，电厂会开展降低碳排放、灵活性改造方面的 业务。同时，新一代煤电技术不仅仅局限于传统节能改造，还涉及到智能化、 数字化等新兴领域，这将促使煤电节能改造从单一的设备升级和技术改进，拓 展到涵盖智能控制系统、远程监测等多个方面，为服务商提供了更广阔的业务 发展空间。公司在上述领域均有业务布局，如混氨燃烧服务低碳化改造；在安 全智能领域，公司提出透明锅炉的概念，通过在线监测、传感器、数据采集及 智能分析界面，实现锅炉运行的数字化、可视化，支持远程控制与系统诊断， 持续优化锅炉运行。 问：公司 2024 年混氨业务确认收入主要是哪些项目？ 答：主要是公司国能台山电厂 600MW 燃煤锅炉混氨燃烧项目，实现部分验收。 该项目2024年实现第一阶段验收，2025年将继续进行第二阶段研究与工程验证。 问：混氨燃烧技术的经济性如何？ 证券代码：300105 证券简称：龙源技术 烟台龙源电力技术股份有限公司 投资者关系活动记录表 | 编号：2025-04 | | --- | 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 ...

证券代码：002227 证券简称：奥 特 迅 深圳奥特迅电力设备股份有限公司 2024 年度业绩说明会投资者活动记录表 编号：2025-01 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 及人员姓名 奥 特 迅2024年度业绩说明会采用网络远程方式进行，面向全体投资者 时间 2025 年 5 月 26 日 15:00-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏目 公司接待人员 姓名 主持人：奥 特 迅 董事长,总裁：廖晓霞 独立董事：刘宇 董秘,财务总监：吴云虹 副总裁、总工程师：李志刚 投资者关系活动 主要内容介绍 1.高管您好。请问贵公司本期财务报告中，盈利表现如何？谢谢。 答：您好，感谢您的关注。本期财务报告中总体亏损较上年扩大 23%， 主要原因为计提公司本期非经常性损益合计-1,599 万元，其中金额工具 损益为-2,992 万元，该金融工具损益主要是对外股权投资减值所致。经 常性损益亏损较上年收窄 43 ...

Core Viewpoint - The introduction of the "Basic Rules for the Electricity Auxiliary Service Market" marks a significant step in China's electricity market reform, transitioning from a planned compensation model to a market-driven approach, thereby enhancing the stability and reliability of the power supply system [1][4][5]. Group 1: Importance of Auxiliary Services - Electricity auxiliary services are crucial for maintaining the stability and safety of the power system, providing essential functions such as peak shaving, frequency regulation, and backup services [2][3]. - The increasing share of renewable energy sources necessitates a robust auxiliary service framework to manage fluctuations and ensure reliable electricity supply [3][4]. Group 2: Market Development and Structure - The auxiliary service market in China has evolved through three stages: free service before 2006, planned compensation from 2006 to 2014, and partial marketization since 2014 [5]. - As of May 2, 2023, 16 provinces have established peak shaving markets, 15 have set up frequency regulation markets, and 2 have initiated ramping markets, although there is a lack of uniform pricing mechanisms across regions [5][6]. Group 3: New Market Participants - The new rules incorporate various entities such as energy storage companies, virtual power plants, and smart microgrids as market participants, promoting a more diverse and competitive market landscape [6][7]. - The rules aim to unify provincial regulations, facilitating better resource allocation and market participation across different regions [6][7]. Group 4: Market Opportunities and Economic Impact - The new regulations are expected to unlock significant market potential, with estimates suggesting that the scale of new participants in the auxiliary service market could exceed 30 billion yuan this year [7][9]. - Traditional thermal power plants are shifting their roles from mere electricity suppliers to system regulators, enhancing their revenue streams through participation in auxiliary services [7][8]. Group 5: Integration with Electric Vehicles - The rise of electric vehicles presents new opportunities for the auxiliary service market, as demonstrated by large-scale vehicle-grid interactions that help reduce peak load differences and enhance grid stability [9]. - The integration of auxiliary services with the electricity spot market is anticipated to create a comprehensive electricity market system, further optimizing resource allocation and reducing costs [9].

天风证券（601162）股份有限公司孙潇雅近期对四方股份（601126）进行研究并发布了研究报告《主业稳健 增长，出海及AIDC有望形成增量》，给予四方股份买入评级。 四方股份 公司业绩持续稳健增长，25Q1利润增长有所加速 24年合计实现营收69.51亿元，yoy+20.86%；归母净利润7.16亿元，yoy+14.09%；扣非净利润6.98亿元， yoy+11.98%。毛利率32.33%，yoy-2.11pcts。净利率10.30%，yoy-0.62pcts。受益于国内新型电力系统及能源绿 色低碳转型的推动，公司持续加强产品和技术创新，营业收入稳步增长，综合毛利率总体保持稳定。 2025Q1营收18.28亿元，yoy+18.34%；归母净利润2.41亿元，yoy+33.38%；扣非净利润2.34亿元， yoy+30.37%。毛利率31.84%，yoy-2.12pcts；净利率13.21%，yoy+1.43pcts。 24年业务分拆： 1、电网自动化：24年实现收入33.09亿，yoy+13.18%，毛利率41.54%，同比下降0.35pcts。 2、电厂及工业自动化：24年实现收入31.22亿元，yoy+ ...