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 ...

Core Viewpoint - The major power outage in Spain on April 28 serves as a significant warning for global energy transition, highlighting the vulnerabilities of electric grids under high renewable energy penetration [1] Group 1: Challenges in Renewable Energy Integration - The recent power outage in Spain is not an isolated incident, as similar stability crises have occurred in Germany and California due to high renewable energy penetration [3] - Key challenges include the volatility of renewable energy generation, which is heavily influenced by weather, and the lack of traditional inertia support from fossil fuel power plants [3] - There is a structural shortage of flexible resources such as energy storage and gas power generation, which hampers the grid's ability to respond to sudden power fluctuations [3] - The existing transmission capacity is insufficient to match the uneven distribution of renewable energy, limiting the ability for cross-regional power sharing [3] - The rapid expansion of renewable energy capacity is not matched by necessary upgrades in grid adaptability, with Spain's renewable energy generation reaching 51.5% in 2023 while grid investment has declined [3] Group 2: Recommendations for Grid Resilience - To enhance grid resilience, it is essential to accelerate the construction of energy storage systems and flexible resources, including the retrofitting of coal power plants for flexibility [5] - Upgrading the grid's "nervous system" through digital twin technology and smart sensors can significantly improve monitoring and response capabilities [5] - Strengthening cross-regional power sharing requires both domestic and international efforts, including the construction of ultra-high voltage transmission lines and collaboration with neighboring regions [5] Group 3: Policy and Market Mechanisms - Establishing a robust auxiliary service market is crucial for incentivizing flexible resources to participate in grid management [6] - Enhancing extreme weather response capabilities through a comprehensive early warning system and emergency response plans is necessary for sustainable energy transition [6]

4．目前各地都在推进零碳电网、零碳电力的建设，公司 目前在零碳相关产业的布局情况如何？ 答：尊敬的投资者您好，永福股份具备支持电力能源绿 色转型发展的零碳电力系统性服务能力，可深度融合新能 源、电网、储能、智能运营等板块业务，充分发挥先进的电 力系统规划能力和各子系统技术优势，为客户提供全周期、 全方位、全场景的零碳电力解决方案、产品和服务。 福建永福电力设计股份有限公司 投资者关系活动记录表 | 证券简称：永福股份 | 证券代码：300712 编号：2025-001 | | | --- | --- | --- | | | □特定对象调研 分析师会议 媒体采访 | | | 投资者关系活动类型 |  业绩说明会 新闻发布会 路演活动 | | | | 现场参观  其他 投资者网上集体接待日活动 | | | 时间、地点 | 年 月 2025 5 14 日（15:30-17:00）在线互动交流 | | | 参与单位名称及人员 | 通过"全景路演"网站（https://rs.p5w.net）参与 2025 | 年福建 | | | 辖区上市公司投资者网上集体接待日活动暨公司 2024 | 年度 | | | ...

图为国网兰州新区供电公司员工在110千伏耀望变电站，协助客户开展安全用电检查。 史双绚/摄 这样的"电力速度"，正是国网兰州新区供电公司赋能产业发展的生动注脚。国网兰州新 区供电公司营销部五级职员陆晓军向记者回忆了耀望变电站的诞生轨迹——2023年7月提前 接通临时电，2024年3月接到13.5万千伏安正式用电申请后，48小时内完成供电方案设计， 系统接入审批流程提速60%。最令人惊叹的是：原定2025年4月8日的送电节点，硬是被压缩 至4月1日凌晨。"那天凌晨1点，我们裹着军大衣在变电站盯着仪表，直到所有指示灯转绿才 敢松口气。"陆晓军揉了揉被风吹眯的眼睛，仿佛那夜的寒风仍萦绕指尖。 图为国网兰州新区供电公司员工在甘肃耀望化工有限责任公司了解客户最新用电需求， 并开展安全用电检查。史双绚/摄 这场"与时间赛跑"的底气，源于三年前的前瞻布局。2023年初，当耀望化工的项目规划 图还躺在设计院档案室时，供电公司已联合兰州新区管委会协同开展园区电网规划研究。 330千伏红乐变电站如同巨人的心脏，将澎湃电流泵送至园区每个角落。 "我们给这片区域预留了五年的负荷增长空间。"站在红乐变电站站内，石培杰指向站外 塔吊林立 ...

Core Viewpoint - The completion and operation of the intelligent drone warehouse by State Grid Baiyin Power Supply Company marks a significant advancement in the field of power operation and maintenance, initiating a new chapter in the intelligent management of power grid operations [1][4]. Group 1: Intelligent Drone Warehouse Features - The intelligent drone warehouse is equipped with advanced systems such as a fresh air system and central air conditioning, which automatically regulate the temperature and humidity to ensure optimal storage conditions for drones and equipment, thereby extending their lifespan and maintaining performance stability [1][4]. - The warehouse includes a smoke alarm system and an intelligent temperature detection system that monitors temperature and smoke levels 24/7, triggering alarms and emergency measures in case of anomalies, ensuring comprehensive safety for the warehouse [1][3]. Group 2: Security and Management Systems - A comprehensive video surveillance system is installed in the warehouse, allowing management personnel to monitor the dynamics within the warehouse in real-time, ensuring the safety of drones and equipment [3]. - The introduction of an advanced intelligent drone entry and exit management system, utilizing IoT and RFID technologies, enables fully automated and intelligent management of drone operations, significantly reducing preparation time and enhancing operational efficiency [3][4]. Group 3: Investment in Drone Technology - In recent years, State Grid Baiyin Power Supply Company has increased its investment in drone technology, currently deploying multiple high-performance drones for tasks such as transmission line inspections and fault detection, which have effectively improved the efficiency and quality of power operation and maintenance [4]. - The establishment of the intelligent drone warehouse further enhances the drone operation system, promoting the transition of power operation and maintenance models towards greater efficiency, intelligence, and reliability [4].