为给考生提供良好的用电环境，该公司对照往年保电工作经验，详细制定保电方案和应 急预案，科学安排电网运行方式，提前开展隐患排查整治工作，提高线路巡视频次，并对保 电场所开展双电源切换、发电机启停及UPS联调等试验，确保校园用电安全稳定，让考生们 能够安心应考。 从山西临汾尧都区解放东路沿着立交桥向东出发，不到短短十五分钟的车程就能到红丝 带学校。对于国网临汾供电公司孙凯来说这条路再熟悉不过，每年六月他都会往返奔波在这 条路上。"老许哥，以前总是咱俩搭伴去，这回不一样，咱们六个人组团去，队伍可是越来 越壮大了！"该公司用电检查专责许梦实点头一笑。6月19日，国网临汾供电公司太行黎明共 产党员服务队和"尧乡之光"青年突击队主动出击、上门服务，为红丝带学校做考前最后的用 电排查工作。 红丝带学校，是全国唯一一所专门收治艾滋病患儿的全日制学校。该校创建于2006年9 月1日，前身是临汾市传染病医院绿色港湾病区"爱心小课堂"。2011年12月1日，正式挂牌成 立，从此该校纳入国家义务教育行列。2017年，红丝带学校首次为艾滋病考生设立单独的标 准化考场，开创了中国为艾滋病感染者设立中高考考场的先河。红丝带学校是国网临汾供 ...

在现场保电的13个关键部位，该公司安排两人一组全程值守，并组织43名国家电网甘肃 电力（麦积先锋）连心桥共产党员服务队队员，在涉及主会场供电的线路下方进行"一杆一 人"蹲点值守，严防发生外力突发故障，杜绝一切潜在隐患。这也是该公司连续13年开展党 员服务队"一杆一人"值守保电。 今年保电工作的装备配置水平得到进一步提升。该公司将原有的ATS（Automatic Transfer Switch）双电源自动切换柜升级改造为更加可靠的STS（Static Transfer Switch）双 电源静态切换柜，电源切换时间压缩至毫秒级。同时，在7个站房设备集成智能开关、便携 式监测终端、温湿度、水浸传感器，全景感知重要场所保电区域内所有供电设备，实现对保 供台区的透明化管理。 为向广大市民及游客提供便利服务，该公司还因地制宜设置了4个"连心桥·光明驿站"， 提供快捷充电、饮用水供给、医疗应急等暖心服务，用真心与温情架起服务群众的连心桥。 国网天水供电公司员工检查STS双电源切换柜接线情况。贾一凡 摄 6月21日上午，2025（乙巳）年公祭中华人文始祖伏羲大典在天水市隆重举行。国网甘 肃省电力公司全面落实伏羲大典保电要求 ...

Group 1 - US stock markets saw collective gains, with the S&P 500 rising by 0.96%, Nasdaq by 0.94%, and Dow Jones by 0.89%. Notably, Tesla surged over 8%, marking its largest single-day increase since April 28 [4] - International oil prices dropped significantly, with West Texas Intermediate (WTI) crude oil down by 8.95% to $67.23 per barrel, and Brent crude oil falling by 8.37% to $69.16 per barrel [5] - Gold prices remained stable, with spot gold at $3,367.56 per ounce, while COMEX gold futures fell by 0.04% to $3,384.40 per ounce [6] Group 2 - The Ministry of Industry and Information Technology and nine other departments issued the "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)", aiming for a 5%-10% increase in gold resource volume and over 5% growth in gold and silver production by 2027 [11] - The Ministry of Finance and the Ministry of Emergency Management allocated 300 million yuan in emergency disaster relief funds to support seven provinces in disaster response and recovery efforts [12] - The National Energy Administration held a meeting to promote the construction of a unified national electricity market, emphasizing the importance of completing this goal by early 2025 [12] Group 3 - The National Federation of Industry and Commerce's Automobile Dealers Association called for automobile manufacturers to optimize rebate policies and shorten the rebate payment period to enhance dealer confidence and cooperation [13] - Chongqing's market regulatory bureau released new regulations for takeout services, requiring businesses without dine-in options to display food processing processes in real-time [14] - A 4.3 magnitude earthquake occurred in Guangdong, prompting the provincial earthquake bureau to initiate a level IV emergency response, although no casualties or property damage reports have been received [15] Group 4 - BYD is providing a rebate of 666 yuan per vehicle to its nationwide dealers, which may stimulate sales growth and boost dealer confidence [20] - Changan Automobile's controlling shareholder has changed its name to "Chen Zhi Automobile Technology Group Co., Ltd.", with no impact on shareholding structure or company governance [21] - Xiaomi's CEO Lei Jun expressed ambitions for the company's Yu7 model to challenge Tesla's Model Y in sales, highlighting confidence in product strength [22] Group 5 - The autonomous driving technology company WeRide has reportedly submitted a confidential application for a Hong Kong IPO, indicating the growing importance of autonomous driving technology in the capital market [23] - Ford is recalling nearly 200,000 electric vehicles due to potential door lock failures that could trap rear-seat passengers, with a software update expected to resolve the issue by September [27] - Tesla launched a pilot program for its Robotaxi service in Austin, Texas, allowing passengers to experience the service for a fixed fee of $4.20, marking a significant step towards the commercialization of autonomous driving technology [29][28] Group 6 - Hillhouse Capital is reportedly interested in acquiring Starbucks' China business, which has drawn attention in the market and could significantly impact Starbucks' competitive landscape in China [29]

Group 1 - The World Economic Forum's 16th Annual Meeting of the New Champions, also known as the "Summer Davos Forum," is being held in Tianjin, showcasing the city's openness and vitality [1] - Tianjin Port has seen a significant increase in logistics activity, with a cargo throughput of 207 million tons from January to May, a year-on-year increase of 1.1%, and container throughput reaching 9.93 million TEUs, up 3.67% [1] - The Tianjin International Cruise Home Port received over 33 international cruise ships and welcomed more than 3 million tourists in the first five months of the year, aiming to become a northern cruise tourism center [2] Group 2 - The Summer Davos Forum is powered by 100% green electricity, equivalent to 800,000 kilowatt-hours, reducing coal consumption by approximately 300 tons and cutting CO2 emissions by 600 tons [2] - The Tianjin Green Electricity and Green Certificate Service Center has supported 214 enterprises in achieving full green electricity supply, totaling 7.497 billion kilowatt-hours [2] - Tianjin's foreign trade exports reached 168.82 billion yuan in the first five months, a year-on-year increase of 7.5%, surpassing the national average export growth rate by 0.3 percentage points [4] Group 3 - The Tianjin Taxation Bureau provided specialized tax services to support the Summer Davos Forum, assisting in tax policy interpretation and compliance for the National Exhibition and Convention Center [3] - The Tianjin Free Trade Zone has been established for 10 years, enhancing the business environment and attracting global production factors [4] - The city's general trade exports amounted to 96.34 billion yuan, a year-on-year increase of 4.4%, accounting for 57.1% of total exports [4]

Group 1 - The core viewpoint of the news highlights the significant growth in China's power generation capacity, particularly in solar energy, with a total installed capacity reaching 3.61 billion kilowatts, a year-on-year increase of 18.8% [1] - Solar power generation capacity has achieved a historic milestone, surpassing 100 million kilowatts, with nearly 20 million kilowatts added in the first five months of the year, representing a 57% year-on-year growth [1] - The solar power capacity now accounts for approximately 30% of China's total power generation capacity and nearly half of the global solar installed capacity [1] Group 2 - Investment in power grid projects has continued to grow, with a total investment of 204 billion yuan in the first five months, reflecting a year-on-year increase of 19.8% [2] - The proportion of thermal power generation capacity has decreased to about 40%, with a total installed capacity of approximately 1.46 billion kilowatts [2] - The National Development and Reform Commission and the National Energy Administration have introduced a new action plan for coal power upgrades, aiming for a 10%-20% reduction in carbon emissions per kilowatt-hour by 2024 for new pilot coal power units [2]

Investment Rating - The report rates the industry as "Outperform" [1] Core Insights - The power sector is experiencing low attention, with thermal power growth turning positive in May, indicating a potential for long-term opportunities [1][4] - The report highlights that the thermal power sector is expected to maintain high growth rates despite low valuations, suggesting that it remains promising even if short-term declines occur due to coal price rebounds [4] Summary by Sections Industry Overview - The power sector has seen adjustments recently, with specific companies showing varied performance: Huaneng Power International +1.1%, Huadian Power International -2.9%, China Yangtze Power -0.7%, and China Longyuan Power Group H -0.9% during the week of June 16-20 [4] - The electricity price in Jiangsu for June was set at 313 RMB/MWh, reflecting a year-over-year decrease of 23.7% [4] Power Generation Data - In May, the national industrial power generation was 737.8 billion kWh, a year-over-year increase of 0.5%, while the social electricity consumption grew by 4.4% [5] - The year-over-year changes for different power sources in May were as follows: thermal power +1.2%, hydropower -14.3%, nuclear power +6.7%, wind power +11.0%, and photovoltaic +7.3% [5] Emergency Dispatch Pricing - The emergency dispatch pricing structure allocates 80% of net income to users in the exporting province and 20% to power plants, with losses borne entirely by users in the importing province [6] Regional Developments - The Xinjiang Tianshan Gobi wind and solar base, with a total capacity of 14.2 million kW, is expected to transmit 36 billion kWh annually to Chongqing, meeting nearly a quarter of its electricity demand [7] - Shandong province is promoting electric vehicle storage solutions to manage peak demand, with recent pilot programs showing significant participation and energy discharge [8]

一条专用线路，正成为缓解中国新能源消纳问题、满足企业多样化用能需求、纾解出口企业碳足 迹认证难题的新路径。 2022年11月，内蒙古自治区将21个项目纳入自治区首批工业园区绿色供电项目清单。2024年 11月，内蒙古电力系统首个工业园区绿色供电项目顺利送电。 2025年2月，江苏省启动建设阿特斯、宁德时代等5个知名新能源公司绿电直连试点项目，其切 入点直指企业绿电消纳能力的提升和企业多样化的用能需求。 今年6月初，绿电直连项目终于在国家层面获得了政策支持。 国家发展改革委、国家能源局联合发布《关于有序推动绿电直连发展有关事项的通知》（发改能 源〔2025〕650号，以下简称"650号文"），首次在国家层面为绿色电力点对点直连"开闸"。 这份文件的核心突破，在于首次明确允许光伏、风电等绿色电源项目，可通过专线直接输送给特 定的用户，不再强制要求全额上网或仅通过电网企业统购统销。 破壁 直连交易解缚绿电潜能 截至2025年3月底，全国风电光伏发电合计装机达到14.82亿千瓦，历史性超过全口径的火电装 机，今后也将成为常态。 新能源装机规模持续增加，其消纳压力同步渐显。 全国新能源消纳监测预警中心数据显示，2025 ...

为深入贯彻党的二十大和二十届二中、三中全会精神，落实党中央、国务院关于全国统一大市场建设的 重大决策部署，进一步加快推动全国统一电力市场建设工作，6月23日，国家能源局在京召开全国统一 电力市场建设推进会。国家能源局党组书记、局长王宏志，国家发展改革委副秘书长肖渭明出席会议并 讲话。国家能源局党组成员、副局长宋宏坤主持会议。 国家发展改革委、国家能源局相关司局，驻委纪检监察组，各省（区、市）能源（电力）主管部门，国 家能源局各派出机构，有关电力企业，中电联，电规总院，市场运营机构及售电公司代表分别在主会场 和各分会场参加会议。 会议认为，新一轮电力体制改革以来，我国基本构建了多层次多品类多功能电力市场体系，有效发挥了 市场在保供应、促转型、稳价格等方面的作用。今年上半年，全国统一电力市场建设进一步提质增速， 跨经营区常态化电力交易机制取得新突破，省级电力现货市场建设实现新提速，区域电力市场建设迈上 新台阶，电力市场基础规则获得新成果。 会议强调，要切实提高政治站位，从落实党中央国务院决策部署、助力构建全国统一大市场、推动能源 高质量发展的高度，深刻理解全国统一电力市场建设的重要性紧迫性，统一思想、凝聚共识，明 ...

北京煜邦电力技术股份有限公司 相关债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【391】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未 ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价（日，元/吨） | 59,120.00 | +220.00↑ 前20名净持仓（日，手） | -26,997.00 | +8898.00↑ | | 期货市场 | 主力合约持仓量（日，手） | 356,954.00 | +2607.00↑ 近远月合约价差（日，元/吨） | 740.00 | -220.00↓ | | | 广期所仓单（日，手/吨） | 27,793.00 | -2164.00↓ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | 59,950.00 | -450.00↓ 工业级碳酸锂平均价（日，万元/吨） | 58,350.00 | -450.00↓ | | | Li₂CO₃主力合约基差（日，元/吨） | 830.00 | -670.00↓ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平均价（日，美元/吨） | 689.00 | -8.00↓ 磷锂铝石平均价（日，元/吨） | 6,465.00 ...