Core Viewpoint - The company is proactively preparing for extreme weather conditions in Beijing, implementing emergency response measures to ensure the stability and safety of the power grid during thunderstorms and hailstorms [2][3][5]. Group 1: Emergency Preparedness - The company has activated its meteorological disaster warning response, enhancing monitoring of the power grid and mobilizing emergency personnel and equipment [2][3]. - Over 1,700 emergency repair personnel are on standby with 80 power generation vehicles, 700 repair vehicles, and various other equipment to ensure rapid response to power outages [3][5]. - The company is conducting special inspections of key facilities and surrounding environments to eliminate potential hazards [3]. Group 2: Technology Utilization - The company is utilizing "AI + Power" technology to monitor the power grid in real-time, improving decision-making for fault diagnosis and emergency response [5]. - The "Power Grid One Map" feature allows for immediate fault detection and location, reducing average repair time by approximately 20 minutes [5]. - The company employs a lightning monitoring system with over 90% detection efficiency and a precision of 500 meters to minimize the impact of lightning on transmission lines [5]. Group 3: Customer Communication and Safety - Customer service personnel are enhancing communication with critical clients, including government agencies and hospitals, to ensure their power supply needs are met [3]. - The company advises residents to minimize outdoor activities during severe weather and provides guidelines for safety around electrical facilities [7]. - The company offers multiple online channels for customers to purchase electricity, ensuring accessibility during adverse weather conditions [7].

Investment Rating - The report maintains a "Recommended" investment rating for the wind power and grid equipment industry [2]. Core Insights - The wind power sector has shown significant improvement in profitability, driven by strong demand for onshore wind installations and enhanced supply chain performance. The industry is expected to continue its positive trend into the second half of 2025, with domestic onshore wind installations projected to reach 100 GW and state grid investments anticipated to exceed 650 billion yuan [9]. - The grid equipment sector is experiencing sustained growth, supported by domestic grid investments and increasing demand from data centers and international markets. The overall performance of the grid equipment industry remains robust, with positive growth across all segments [9]. Summary by Sections Wind Power - The wind power equipment industry achieved a revenue of 192 billion yuan in 2024, a year-on-year increase of 4.37%, but the net profit decreased by 21.03% to 5.8 billion yuan. In Q1 2025, revenue was 37.2 billion yuan, down 0.79% year-on-year, while net profit rose by 18.74% to 1.2 billion yuan [8][28]. - The analysis of 32 representative companies revealed that the bearing, casting, and forging segments saw substantial profit increases in Q1 2025, with net profit growth rates of 381.85%, 120.39%, and 52.77% respectively. This was attributed to increased demand, price hikes, and product structure optimization [40]. - The turbine and submarine cable segments experienced revenue growth but a decline in net profit, with net profit changes of -27.69% and -1.45% respectively. The tower and pile segment saw revenue and net profit improvements, with major players like Dajin Heavy Industry leading in overseas orders [8][49]. Grid Equipment - The grid equipment industry reported a revenue of 785.2 billion yuan in 2024, a year-on-year increase of 8.21%, while net profit fell by 11.37% to 36.7 billion yuan. In Q1 2025, revenue was 169.8 billion yuan, up 6.58%, and net profit increased by 8.33% to 9.3 billion yuan [9][35]. - All segments within the grid equipment sector showed positive growth, with transformers and combination electrical devices experiencing high growth rates. The transformer segment's net profit growth exceeded 30% for several companies, driven by increased orders from data centers [61][65]. - The report highlights that the grid equipment sector is benefiting from both domestic and international demand, with companies optimizing their production capacities globally to capitalize on the rising trend in grid investments [9][61].

关键词：高压直流继电器、市场规模、铜材、新能源汽车、产量、销量 一、高压直流继电器行业概述 高压直流继电器是一种用于高电压环境下控制电流为直流电的电磁继电器，具有耐高压和抗冲击等优 点，主要应用在电力、工业自动化等行业，近年来随着新能源汽车产业的快速发展，高压直流继电器在 新能源汽车动力驱动方面起到至关重要的作用。高压直流继电器主要由高压腔体、衔铁机构、电磁驱动 等部分组成。高压直流继电器与普通继电器的最大区别在于，超高压直流继电器采用了独特的密封技 术，将高压直流继电器的接触点密封在腔体中，与外界空气隔离，以获得更高的耐压，在触点切换时不 采用带载切换，主要用于需要对高压通道的备份装置与机构。 内容概况：高压直流继电器作为一种电气设备，用于控制高压直流电路中的电流。它通常由一个电磁铁 和一个可移动的金属臂组成，当电磁铁通电时，金属臂会移动并接通或断开电路。高压直流继电器通常 用于电力行业、工业自动化行业和新能源汽车行业。在电力行业中，高压直流继电器主要用于直流输电 线路、电力变换站和电力电子设备等领域。在工业自动化行业中，高压直流继电器主要用于控制高压直 流电路中的电流，例如电动机控制、电力变频器、电力电子 ...

证券代码：300982 证券简称：苏文电能 苏文电能科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 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 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度网上业绩说明会的投资者 | | 时间 | 2025年05月16日 15:30-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长、总经理 施小波 | | | 副总经理、董事会秘书兼财务总监 张子健 | | 上市公司接待人员姓名 | 保荐代表人 孙琦 | | | 独立董事 徐井宏 1.从业务板块来看，电力工程建设收入和电力设备供应收入在 | | 投资者关系活动主要内容 | 报告期内均出现下降，后续公司计划如何调整这两个板块的业务策 略？ | | | 答:尊敬的投资者您好！目前行业竞争激烈，市场需求下降， | | 介绍 | 公司的电力工程服务及 ...

Core Viewpoint - The article highlights the balance between protecting the endangered Oriental Stork and ensuring the safety of power lines, showcasing innovative ecological solutions implemented by the State Grid Tongliao Power Supply Company to achieve coexistence between wildlife and infrastructure [1][3][9]. Group 1: Ecological Importance - The Oriental Stork, a national first-class protected species with a population of only 7,000 to 9,000, relies on specific habitats, and the improved ecological environment in Tongliao has made it a crucial stopover during migration [1]. - There are currently 21 nests of Oriental Storks observed on 9 power transmission lines in the Kezuohouqi area of Tongliao, with over 100 storks recorded [1]. Group 2: Challenges and Solutions - The storks prefer nesting on stable power transmission towers, which can lead to short circuits due to nesting materials and bird droppings, posing risks to the power grid [3]. - The State Grid Tongliao Power Supply Company has adopted a mission of "protecting the line and loving the birds," exploring eco-friendly solutions to mitigate these risks [3]. Group 3: Technological Innovations - The company has developed "protective clothing" for power towers using high-strength epoxy resin insulation boards to create physical barriers against bird droppings and nesting materials, which are durable and suitable for local climate conditions [5]. - Additionally, anti-bird insulation spraying has been implemented on 220 kV power lines to increase the creepage distance and reduce the likelihood of faults caused by bird droppings, enhancing power supply stability [5]. Group 4: Smart Inspection and Monitoring - A "human patrol + drone patrol" inspection model has been adopted, utilizing drones equipped with high-definition cameras to monitor bird activity and predict nesting hotspots through big data analysis [7]. - The company has also deployed sound and light bird deterrents to effectively drive away Oriental Storks from hazardous areas while maintaining ecological balance [7]. Group 5: Future Plans and Vision - The company plans to integrate bird protection efforts into its digital transformation strategy for the power grid, utilizing IoT technology for remote monitoring and intelligent operation of bird protection facilities [9]. - Collaborations with universities and research institutions are planned to study bird behavior and develop more innovative solutions for protecting both the power lines and the storks [9].

Group 1 - The core achievement is the successful establishment of the first domestic 400G wavelength division multiplexing (WDM) system for ultra-long-distance transmission in the power sector, achieving stable operation over a distance of 355 kilometers [1][2] - This development marks a significant step towards the evolution of power communication networks into ultra-large capacity, ultra-high speed, and ultra-long distance integration [1] - The project involved collaboration among several entities, including State Grid Xinjiang Electric Power Company, State Grid Economic and Technological Research Institute, and China Electric Power Research Institute [1] Group 2 - The successful implementation of the 400G optical transmission link is expected to significantly enhance the transmission performance and business capacity of the power communication backbone network [2] - The project team overcame key technical challenges related to ultra-long distance and large capacity transmission through innovative technology paths, including the construction of a high-order Raman large-capacity ultra-long-distance optical transmission system model [1] - The new generation of ultra-large capacity optical networks is deemed essential for supporting the construction of modern energy systems and new power systems [1]

2024年1月18日，受寒潮天气影响，湖南益阳突降冻雨。±800千伏特高压宾金线上的覆 冰悄无声息增长起来。由于线路经过典型微地形区域，冰情变化非常快，至20日上午，线路 覆冰已经超过了融冰设计标准，需要迅速处置。驻守现场的电网防灾减灾全国重点实验室融 冰技术小队立即响应，组织开展融冰操作，采用自主研发的特高压导线不停电地线融冰装 置，融冰作业60多分钟，30毫米厚的地线覆冰全部融脱。 此次成功处置宾金线覆冰危机，展现出了融冰技术小队专业高效的应急能力，也彰显了 相关技术装备的强大实力。而这些令人赞叹的成果并非一蹴而就，在这背后，是无数科研人 员的日夜付出与不懈探索。 勇斗冰害，敢啃"硬骨头" 养兵千日用兵一时，亮眼成绩的背后，离不开电网防灾减灾全国重点实验室主任陆佳政 及其所在团队多年科研攻坚的成果结晶。 因地形和气候原因，湖南冬季雨雪冰冻灾害多发。2008年冰灾，曾造成了当地电网历史 上最大的破坏。灾情深深震撼了陆佳政，他立志带领团队以科技创新迎战冰害，让电网在灾 害面前能"挺直腰板"。 2025年4月3日，湖南省郴州市北湖区发生山火，过火面积超过60亩，一度蔓延至±500千 伏江城直流附近，危及重要线路 ...

核心观点 2）2025Q1 公司销售毛利率为42.44%，同比降低1.81pct。预计主要系公司交付产品结构影响。 3）费用方面，2025Q1 公司销售费用、管理费用分别增加36.11%、23.80%，增速较快；预计系公司海 外业务保持扩张，人员招聘显著上升。2025Q1 研发费用增长18.30%，保持较高投入。费用增加较多对 公司盈利能力有所扰动。 海外配用电市场空间广阔 1）风电、光伏等可再生能源大规模高比例装机，由于其天然的间歇性、随机性、波动性，对全球各地 区的电网提出了更高的要求。根据IEA 的研究报告，到2030 年，智能电网投资需要增加近一倍左右， 而诸多发展中国家，例如南美、非洲等地智能电表渗透率不足10%，东南亚等智能电表尚处于起步阶 段。由此可见，海外配用电市场空间广阔。 事件 公司发布2025 年第一季度报告，2025 年一季度实现营业收入7.84 亿元，同比降低12.99%，归母净利润 1.41 亿元，同比降低34.07%；扣非归母净利润1.43 亿元，同比降低33.37%。 简评 2025Q1 公司业绩承压，费用有所增加 1）2025 年第一季度归母净利润/扣非归母净利润分别为1.4 ...

齐鲁晚报·齐鲁壹点 李牧青 5月15日上午，山东省政府新闻办举行新闻发布会，邀请省能源局主要负责同志等介绍山东深入实施"八大行动"，推动新能源高水平消纳情况。 一是充分运用价格信号引导电力用户削峰填谷。持续推进电力市场化改革，推动我省电力现货市场于去年6月份转入正式运行，深化工商业用电价格由市场 供需形成。实行"五段式分时电价"政策，在工商业电能量价格市场化形成基础上，结合全年不同时段电力供需特性，将用户承担的系统运行费、容量补偿电 价等纳入分时电价执行范围，进一步拉大全省工商业用电峰谷价差。同时积极推动分时电价政策向居民、农业用电延伸。以5月份居民电动汽车充电为例， 夜间23:00至次日上午7:00属于充电低谷时段，充电价格0.385元/千瓦时；17:00-22:00属于充电高峰、尖峰时段，平均充电价格0.767元/千瓦时，低谷时段电费 便宜了一半。 二是加快推进用户侧调节资源系统化整合。通过虚拟电厂整合分布式调节资源，推动构建"源网荷储"协同调节能力。目前，我省建成虚拟电厂20家，聚合分 布式光伏、储能、充电桩等负荷资源274.8万千瓦，可调节能力达到55万千瓦，聚合规模位居全国前列。今年4月，国家发改委 ...

当前，我国已与周边多国实现互联，中老、中巴等500千伏跨境联网工程不断推进，为能源资源大范围 配置提供有力支撑，然而其风险也不容忽视。建议强化顶层设计与统筹协调，推动制定跨国电网互联专 项规划，引导相关单位充分融入国家外交政策和能源战略框架，明确发展目标、重点区域和合作机制， 在战略价值最大化的基础上牢牢守住电网安全防线。同时，主导制定跨境电网互联的技术标准，明确协 调管理规则，提前做好与邻国电力系统、国内跨区联网工程的调度准备工作，进一步明确联网系统的安 全运行边界，防范联网系统故障影响互联各方安全。此外，完善跨国、跨区应急处置预案，并开展政企 联合反事故演练，模拟极端场景下频率崩溃、线路过载等危机的协同处置，提升跨境协调效率。 随着我国电网规模不断扩大、分布式能源成片接入，新能源占比不断提升，新型电力系统背景下系统运 行边界及故障影响易突破预想空间，高比例电子设备使得电网设备交互耦合加剧、系统稳定特性复杂、 故障形态易演变，电力系统抗扰动能力与稳定性面临着新的挑战。传统安全稳定防线针对离线典型运行 方式设计，难以覆盖所有可能出现的场景，存在控制措施过于严苛或失配的风险。建议深入开展电力系 统在线安全稳定防 ...