5月29日，经过39天奋战，国网枣庄供电公司220千伏建国变电站2号主变拆旧换新，由15万千伏安增容 至18万千伏安，标志着枣庄电网上半年电压等级最高、改造力度最大、改造时间最长、风险等级最高的 变电站改造工程竣工。 建国变电站位于枣庄老城区驻地，是连接薛城区、山亭区和十里泉电厂的枢纽变电站，运行25年时间。 此次改造，为枣庄供电公司近年来220千伏主变更换首例，今年首个检修二级风险作业现场，是枣庄电 网所有改造中"最难啃的硬骨头"，也是电网春检的"压轴大戏"，更是今年迎峰度夏的电力保供工程。 主变升级容量高配。建国站目前两台主变，同为15万千伏安，均采用强油风冷模式，是枣庄供电公司今 年强油风冷"清零行动"的主战场。改造分两次施工，上半年更换2号主变，下半年更换1号主变，双双升 级至18万千伏安，推动该站容量跃升至枣庄电网220千伏变电站双主变高配行列。同时，两台主变全部 升级为油浸自冷模式，更换主变侧相关设备、保护装置。 "徒弟带师"历练新人。工程涉及变电一次、二次、试验专业，汇聚枣庄供电公司变电检修中心四大主力 班组，施工中四位班长和专业骨干全部到场。其中，17位三年内入职的青工打头阵，分别担任工程总票 ...

Core Insights - CATL's chocolate battery swap network has achieved a significant milestone with the establishment of its 100th battery swap station in Shanghai within May [1] - The chocolate battery swap service has expanded to 24 cities across China and has successfully built 100 new stations in a single month, demonstrating a strong lead in the industry [1] - CATL plans to collaborate with Sinopec to jointly construct at least 500 battery swap stations by 2025, with a long-term goal of expanding to 10,000 stations, aiming to make battery swapping as convenient as refueling [1]

证券代码：300932 证券简称：三友联众 三友联众集团股份有限公司 投资者关系活动记录表 5、公司新能源汽车主要是多少 V 的高压平台？ 回复：公司近年来在北美、韩国、德国和越南陆续建立了子公 司，专门负责所在区域的销售或生产工作，其中三友电器（越 南）有限公司是公司首个海外生产基地，已开始投产磁保持继 电器，未来将增产通用功率继电器和互感器等产品。 4、新能源（如光伏、储能）领域业务未来规划及产能匹配情 况？ 回复：公司在新能源领域（光伏、储能）已构建"前瞻布局、 弹性产能、敏捷响应"的产能管理体系，新能源基地投产及核 心产线智能化改造，实现高压直流继电器、光伏继电器等产品 产能显著提升，当前产能利用率处于良性区间，为市场拓展提 供坚实保障。依托智能化产线的快速切换能力及区域性仓储中 心的供应链协同，公司可动态适配订单结构变化。未来，公司 将分阶段推进产能优化：短期聚焦现有产线效率挖潜，中期匹 配海外需求启动区域化扩产，长期建设全域数字化工厂，实现 产能与市场需求的智能联动。通过技术升级与精益管理双轮驱 动，公司将持续巩固新能源领域的交付优势与成本竞争力，把 握产业黄金发展期。 编号：2025-009 | ...

Core Viewpoint - The article discusses the proactive measures taken by State Grid Fujian Electric Power to enhance the reliability of the power supply in the face of extreme weather conditions, particularly through digital transformation and advanced monitoring systems [4][5][9]. Group 1: Weather Challenges and Responses - Fujian is currently experiencing continuous heavy rainfall, which poses challenges to the safe operation of the power grid [1][3]. - The establishment of a meteorological data service center by State Grid Fujian Electric Power integrates various weather data to improve disaster preparedness and response [9][10]. Group 2: Digital Transformation in Operations - The shift from reactive maintenance to predictive maintenance is highlighted, with the introduction of a new equipment asset management system that creates comprehensive lifecycle records for key equipment [5][8]. - The intelligent operation and maintenance micro-application has been developed to analyze equipment status in real-time, significantly improving maintenance efficiency by over 30% [7][8]. Group 3: Emergency Response Enhancements - The implementation of a visualized emergency repair platform allows for automatic dispatch of work orders based on fault locations, improving response times to under 20 minutes [15][16]. - The platform integrates various data sources to provide a comprehensive view of the situation, enabling better decision-making and resource allocation during emergencies [16][17]. Group 4: Risk Assessment and Monitoring - The development of a wildfire spread risk assessment model allows for 24-hour monitoring of fire conditions near transmission lines, achieving a 93.25% accuracy rate in alerts [14]. - The integration of multiple monitoring technologies, including radar and satellite systems, enhances the precision of environmental monitoring across the power grid [14][12].

Group 1 - The electric grid equipment sector continues to show stable growth, with good performance in the profit margins of distribution equipment, grid automation devices, and electrical instruments [1] - Global investment in electric grids is currently in a medium to long-term upward cycle, driven by the rapid growth of wind and solar power, which increases the demand for grid-connected boosting equipment [1] - There is a pressing need for the replacement of aging grid equipment in developed economies, while the rise of diversified electricity terminals, such as electric vehicles, increases volatility and unpredictability in power consumption [1] Group 2 - Domestic electric grid equipment companies are expected to benefit from the upward shift in the growth rate of grid investment, with stable growth anticipated in overseas export businesses, particularly in transformers, switches, and control devices [1] - The pace of global grid construction is significantly lagging behind power source investment, and as the share of wind and solar power continues to rise, domestic electric grid equipment companies will continue to benefit from high global grid investment [1] - The Electric Grid ETF (561380) tracks the Hang Seng A-Share Electric Grid Equipment Index (HSCAUPG), which includes listed companies involved in the manufacturing of transmission and transformation equipment, smart grid technology, and power transmission and distribution control devices [1]

Core Insights - The collaboration among multiple companies aims to advance a 100MW large-scale user-side energy storage project in Liyang, Jiangsu, marking a significant shift in the industry towards deep coordination of third-party resources with industrial user storage and load management [1][2] - The project is expected to save substantial electricity costs annually and reduce carbon dioxide emissions by tens of thousands of tons, contributing to energy conservation and emission reduction in the Yangtze River Delta region [2][3] - The partnership highlights a transition in the virtual power plant sector from asset-based competition to technology-based competition, emphasizing the importance of advanced virtual grid technology [4] Company and Industry Developments - The project involves collaboration between Times SAIC Power Battery Co., Ltd., State Energy Jiangsu Sales Co., Ltd., Zhongji Jiangsu Clean Energy Co., Ltd., and Shanghai Shenqin Xineng New Energy Technology Co., Ltd., with each company playing a distinct role [1] - Shenqin Xineng's platform integrates real-time status of energy storage systems, factory load curves, and grid dispatch signals using AI algorithms for precise optimization control, addressing the challenges of high-precision coordination in industrial scenarios [2][3] - Shenqin Xineng, established in 2023, focuses on energy storage system integration and virtual power plant technology, leveraging partnerships with major enterprises and research institutions to enhance its technological capabilities [4]

Core Viewpoint - The successful completion of the efficiency enhancement project for the 110 kV Liushui Transformer No. 1 significantly boosts the power supply capacity and stability of the Longnan power grid, addressing previous capacity limitations and supporting local economic development [1][3][5] Group 1: Project Details - The 110 kV Liushui Transformer was built in 2000 and is crucial for supplying electricity to Wudu City and surrounding agricultural and residential areas, as well as facilitating the transmission of power from local hydropower plants [3] - The capacity of Transformer No. 1 was increased from 20 MVA to 50 MVA, resolving issues related to peak load capacity and enhancing the efficiency of power delivery [3][4] - The project faced challenges such as narrow access roads for equipment transport and high-risk levels associated with the electrical grid and operational activities [3][4] Group 2: Implementation Strategy - The company organized thorough pre-project management, including site inspections and detailed planning to address logistical challenges [4] - Coordination with local transportation authorities was established to minimize disruption during equipment transport, scheduling transport during nighttime to reduce impact on residents [4] - The project was completed 12 days ahead of schedule, demonstrating effective teamwork and the successful integration of experienced personnel with younger staff for skill development [5] Group 3: Future Plans - The company plans to continue enhancing project quality and coordination, focusing on the implementation of key engineering projects to improve the stability and reliability of the Longnan power grid [5]

Core Viewpoint - The report outlines the progress and challenges faced by Jiuquan Optoelectronics Technology (Shanghai) Co., Ltd. regarding its fundraising projects, specifically in the development and industrialization of smart meter chips and SoC chips, indicating that the projects are behind schedule but still feasible [1][17]. Fundraising Project Progress - As of the end of 2024, the investment progress for the "Dual-Core Modular Smart Meter Measurement Chip R&D and Industrialization Project," "Dual-Core Modular Smart Meter Management Chip R&D and Industrialization Project," and "Smart Grid Dual-Mode Communication SoC Chip R&D and Industrialization Project" were 29.71%, 15.60%, and 29.01% respectively, with expected operational dates in December 2025 and December 2026 [1][4]. - By April 2025, the cumulative investment for the three projects was 4,659.14 million yuan, 2,095.94 million yuan, and 5,089.06 million yuan respectively, with the investment progress being 34.72%, 16.61%, and 33.77% [3][4]. Financial Performance - The projects have reported negative benefits, with losses of 1,638.24 million yuan for the measurement chip project, 689.79 million yuan for the management chip project, and 1,681.03 million yuan for the SoC project due to low sales volumes and high R&D costs [14][15]. - The measurement chip project achieved revenue of 2,431.61 million yuan with a sales volume of 244.73 million units, but the low sales scale resulted in insufficient gross profit to cover ongoing R&D costs [14][15]. Project Challenges - The slow progress of the measurement and management chip projects is attributed to factors such as the maturity of technology, long replacement cycles for smart meters, supply chain issues, and intense market competition [7][8]. - The SoC chip project faces challenges due to the current market conditions and competition, with many devices still preferring single communication modes due to cost considerations [9][10]. Future Plans - The company plans to continue developing the dual-core modular smart meter projects while exploring new application scenarios in distributed energy measurement and smart charging [9][10]. - For the SoC chip project, the company aims to enhance its market presence by expanding into smart home and smart city applications, while also targeting overseas markets [10][11]. Compliance and Disclosure - The company has conducted board meetings to review and extend the implementation period of the fundraising projects, ensuring compliance with relevant regulations and timely disclosures regarding project feasibility and progress [6][17].

Core Viewpoint - Juhua Technology (300360) has announced a pre-winning bid for the State Grid Corporation of China's 2025 procurement, with an estimated total bid amount of approximately 197 million yuan [1] Group 1: Bid Details - The pre-winning bid includes A-level single-phase smart electric meters, A-level single-phase IoT electric meters, B-level three-phase smart electric meters, C-level three-phase smart electric meters, D-level three-phase smart electric meters, specialized collection terminals, and modular specialized terminals [1] - The total expected bid amount of approximately 197 million yuan indicates a significant opportunity for revenue generation for the company in 2025 [1] Group 2: Impact on Company Performance - The awarded projects are expected to have a positive impact on the company's operating performance in 2025 [1] - The announcement clarifies that the bidding does not affect the company's operational independence [1]

5月27日15时12分，伴随着35千伏相古变电站10千伏母线成功带电运行，青海330千伏玉树二回工程接入施工和保供电"大 会战"宣告完成，为后续工程全线贯通等施工创造有力条件。 330千伏玉树第二回线路工程是解决玉树地区长远发展用电需求的民生工程、民心工程。工程建成后将彻底改变玉树电网 与青海主网长链式单回线路供电存在可靠性弱的问题，对进一步优化黄河上游地区网架结构，显著提升青海南部电网可靠性和 供电能力，更好服务群众从"用上电"到"用好电"具有重要意义。 据统计，此次集中作业设置现场工作小组8个、参与人员超过了2500人，期间累计完成18144项倒闸操作、801次设备特 巡。重点对玉树一回工程年检涉及的330千伏设备实施检修作业31项，完成相关消缺工作；完成玉树二回线路工程接入涉及的 交叉跨越施工、基建项目验收和变电站改扩建等14项重点任务；同时，以三班倒不间断作业模式重点保障群众用电，期间应急 发电车累计发电量达到1473万度。 图为国网青海省电力公司施工人员开展330千伏玉树第二回线路工程消缺工作。张朋/摄 "本次集中作业任务的顺利完成，大大提高了玉树地区既有电网设备的健康水平，为玉树地区加快形成双回线 ...