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].

Core Viewpoint - The State Grid High An Power Supply Company has successfully completed comprehensive maintenance and transformation of the 10 kV 924 Urban Industrial II Line, enhancing power supply reliability in the region ahead of the summer peak demand [1][2]. Group 1: Project Execution - The maintenance work involved 20 personnel and 2 vehicles, completing the tasks 3 hours ahead of schedule [3]. - The project included cable connection, equipment replacement, and the establishment of a new distribution area, which significantly improved the reliability of power supply [1][2]. Group 2: Technical Improvements - The use of insulated aerial work platforms allowed for live line work, preventing power outages for over 800 households during the maintenance [2]. - New equipment installed, such as vacuum switches and isolation switches, enhances arc-extinguishing capabilities and automation, reducing the scope of fault-related outages [2]. - The replacement of old drop fuses with new fuses in the distribution area will significantly lower the risk of short circuits [2]. Group 3: Capacity Enhancement - A new 400 kVA transformer was added to address the increased electricity load in the Dicuicui Garden community, improving average capacity per household to 3 kVA and resolving low voltage issues [2]. - The company has undertaken over 100 distribution network renovation projects this year, with a live line work coverage rate of 85%, benefiting more than 20,000 users [3].

近期，广汽昊铂与极氪能源网络正式达成双向互联互通合作。本次合作，共计接入300 座极氪权益合作 充电站点，累计2915 根充电桩纳入广汽昊铂"免费充电版图"。继四月份携手蔚来能源实现312个站点充 电合作，达成1616根电桩共享后，广汽昊铂再次依托补能网络体系的合作共赢，让补能版图再拓展，进 一步深化"广近快"能源体系的核心优势。（Auto有范儿） ...

Core Viewpoint - The electronic transformer industry in China is experiencing significant growth, transitioning from traditional bulky transformers to intelligent electronic transformers, driven by advancements in power electronics, computer technology, and automatic control technology. The market size is projected to grow from 30.96 billion yuan in 2018 to 68.19 billion yuan by 2024, with a compound annual growth rate (CAGR) of 14.07% [1][15]. Industry Overview - Electronic transformers, also known as electronic power transformers, combine power electronics conversion technology with high-frequency energy conversion technology based on electromagnetic induction principles. They are primarily composed of high-frequency transformer cores and multiple coils, categorized by applications such as power transformers, audio transformers, pulse transformers, and special transformers [3]. Market Size and Growth - The electronic transformer market in China is expected to grow from 30.96 billion yuan in 2018 to 68.19 billion yuan by 2024, reflecting a CAGR of 14.07%. This growth is supported by factors such as the acceleration of ultra-high voltage grid construction, the establishment of new power systems, rural revitalization strategies, and the implementation of carbon neutrality goals [1][15]. Policy Support - The Chinese government has implemented various policies to support the development and innovation of the electronic transformer industry. Key policies include energy efficiency standards for transformers and motors, and initiatives to increase the proportion of high-efficiency energy-saving products in various sectors by 2025 [5][7]. Industry Chain - The upstream of the electronic transformer industry includes raw materials such as copper, magnetic cores, and insulation materials. The midstream involves the manufacturing of electronic transformers, while the downstream encompasses applications in power, industry, transportation, and communication sectors. The growing demand for electricity and the penetration of new energy vehicles are driving the demand for electronic transformers [8][10]. Key Enterprises - Major companies in the electronic transformer industry include TBEA Co., Ltd., Baoding Tianwei Baobian Electric Co., Ltd., and China XD Electric Co., Ltd. These companies are involved in the research, design, production, and sales of transformers and related products, with significant revenue growth reported in recent years [20][22]. Development Trends - The electronic transformer industry is moving towards high-frequency, miniaturization, and efficiency. The demand for high-performance transformers is increasing due to the rapid development of 5G communication, renewable energy, and electric vehicles. Companies are investing in research and development to enhance product performance and reliability [25][26]. Conclusion - The electronic transformer industry in China is poised for robust growth, driven by technological advancements, supportive government policies, and increasing demand across various sectors. The market is expected to expand significantly, providing ample opportunities for key players and new entrants alike [1][15][18].

原标题：工业绿色微电网驶入发展"快车道" 在第十七届（2024）国际太阳能光伏与智慧能源（上海）大会暨展览会上展出的工厂储能微电网模 型。 ◎本报记者 崔 爽 "我国微电网相关技术装备不断取得突破，电力辅助服务市场机制逐步完善，一批综合能源服务商 积累了丰富的建设运营经验和案例。但工业绿色微电网整体仍处于试点和示范阶段，在技术标准、市场 化机制、与大电网协同等方面还存在挑战。"在近日召开的2025工业绿色微电网创新发展山东推进会 上，工业和信息化部节能与综合利用司二级巡视员慕颖说。 微电网是由分布式电源、储能装置、能量转换装置等组成的小型发配电系统，既能并网又能独立运 行。 在天津大学电气自动化与信息工程学院副教授李霞林看来，微电网是分布式能源灵活高效利用的重 大创新，能有效推动分布式电网与大电网融合发展、实现可再生能源与负荷波动就地平衡控制，更好满 足分布式电源、新型储能以及各类新型业态的需求，对支撑新型配电系统高质量发展意义重大。 慕颖建议，未来应深入实施节能降碳专项行动，形成技术先进的工业绿色微电网建设方案，推动修 订一批技术规范和应用标准，积极探索工业绿色微电网市场化投资运营创新模式和机制，构建可持续 ...

24 年减值影响业绩，25 年期待成本下行 2024 年报及 25Q1 季报点评 | [Table_Finance] 财务摘要（百万元） | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 9,508 | 9,271 | 9,571 | 10,050 | 10,552 | | (+/-)% | 16.8% | -2.5% | 3.2% | 5.0% | 5.0% | | 净利润（归母） | 431 | 248 | 618 | 706 | 831 | | (+/-)% | 316.9% | -42.3% | 148.7% | 14.3% | 17.6% | | 每股净收益（元） | 0.31 | 0.18 | 0.45 | 0.51 | 0.60 | | 净资产收益率(%) | 5.8% | 3.3% | 7.9% | 8.5% | 9.4% | | 市盈率(现价&最新股本摊薄） | 22.20 | 38.50 | 15.48 | 13.54 | 11.51 | 股 票 研 究 证 券 ...

2025年 电力设备行业词条报告 头豹分类/制造业/电气机械和器材制造业 Copyright © 2025 头豹 电力设备行业剖析：多维度驱动，电力设备市场规模扩张进行时 头豹 词条报告系列 2025-04-25 未经平台授权，禁止转载 行业分类： 制造业/电气机械和器材制造业 摘要 电力设备行业涵盖发电、输电、变电、配电及电能质量控制设备，对电力系统至关重要。行业竞争激烈，企业商业模式多元化，龙头企业通过垂直整合占据市场主导地位， 中小企业则聚焦细分领域。政策支持力度加大，推动行业转型升级和绿色发展。市场需求增长强劲，行业向新能源方向发展。行业规模受新能源发展、城市化进程等因素推 动而增长，但也存在低端产能过剩问题。未来，中国电力设备企业将在"一带一路"沿线国家电网升级和新兴经济体电网扩建方面发挥优势，技术升级与创新也将成为行业增 长的关键驱动力。 行业定义 电力设备是指在电力系统中用于发电、输电、变电、配电以及电能质量控制等环节的各类设备和装置。电力设备涵盖了从大型发电机组到小 型配电装置等各类设备，是实现电能生产、传输、分配和控制的关键物质基础，在电力系统中起着至关重要的作用。根据国家标准GB/T110 ...

2025年 电力设备行业词条报告 电力设备行业剖析：多维度驱动，电力设备市场规模扩张进行时 头豹 词条报告系列 文上 · 头豹分析师 2025-04-25 未经平台授权，禁止转载 行业分类： 制造业/电气机械和器材制造业 摘要 电力设备行业涵盖发电、输电、变电、配电及电能质量控制设备，对电力系统至关重要。行业竞争激烈，企业商业模式多元化，龙头企业通过垂直整合占据市场主导地位， 中小企业则聚焦细分领域。政策支持力度加大，推动行业转型升级和绿色发展。市场需求增长强劲，行业向新能源方向发展。行业规模受新能源发展、城市化进程等因素推 动而增长，但也存在低端产能过剩问题。未来，中国电力设备企业将在"一带一路"沿线国家电网升级和新兴经济体电网扩建方面发挥优势，技术升级与创新也将成为行业增 长的关键驱动力。 行业定义 头豹分类/制造业/电气机械和器材制造业 Copyright © 2025 头豹 电力设备是指在电力系统中用于发电、输电、变电、配电以及电能质量控制等环节的各类设备和装置。电力设备涵盖了从大型发电机组到小 型配电装置等各类设备，是实现电能生产、传输、分配和控制的关键物质基础，在电力系统中起着至关重要的作用。根据 ...

文 | 中关村储能产业技术联盟 4月27日，江苏发改委发布《零碳园区建设指南（征求意见稿）》，其中提出： 园区应在电网、电源及用户侧配置新型储能 ，促进新能源与新型储能协调发展，提升园 区的新能源就地并网消纳能力，支持多元化新型储能技术应用推广。 园区应推动微电网与主网协同发展 ，加快园区微电网数字化、智能化发展，推动新能 源、负荷和 储能合理接入微电网 ，通过主网、配网、微电网协同运行与分层分级控制， 促进园区新能源、负荷、储能的聚合和调控。 园区应结合云计算、物联网和大数据等技术建设能碳监管平台 ，通过采集各用户电、 热、冷、气、油负荷的用能数据以及光伏、 储能 、配电设备、油气冷热管网等 供能数据 ，实现能源发用信息的实时上传，集成能源数据、生产数据、设备数据与碳排放数据。 ICS CCS 点击此处添加 CCS 号 DB32 省 # 江 苏 方 准 标 DB 32/T XXXX—XXXX 零碳园区建设指南 Construction guideline of zero-carbon emission park (征求意见稿) 在提交反馈意见时，请将您知道的相关专利连同支持性文件一并附上。 XXXX - X ...

根据市场公开信息及5月9日披露的机构调研信息，知名私募盘京投资近期对2家上市公司进行了调研， 相关名单如下： 1）杭州柯林 （盘京投资参与公司特定对象调研&分析师会议） 机构简介： 盘京投资成立于2016年，是中国优秀的私募证券投资基金管理人之一，在中国证券投资基金业协会登记 注册的私募证券投资基金管理人编号为P1034296。公司由多位长期业绩卓越、并且具备相同价值观的 资深投资人创办，是一家以合伙人制度为基础，平台化运营的投资管理机构。盘京投资立足中国证券市 场，聚焦中国上市公司投资机会，同时在海外市场尤其是中概股有广泛布局。xa0公司的建设以投研为 导向，以深度产业和个股研究为投资决策唯一依据，搭建领先于同行的内部研究团队。同时，公司拥有 广泛的外部研究资源，与国内各大顶级券商研究所建立了良好的投研服务关系，通过深入研究发掘并收 获根植中国经济的商业和投资机会，依靠扎实的价值判断穿越不同市场周期，坚持运用产业资本思维投 资，期望为客户创造长期可持续的稳定良好回报。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 调研纪要：杭州柯 ...