Group 1 - The forum held on September 25, 2023, in Chongli, Hebei, focused on the development trends and paths of power engineering cost management under the reform of the cost management system, emphasizing the integration of big data technology in engineering economics [1][9] - Key figures from the China Electricity Council and industry experts participated, discussing the intersection of technology, economics, and management in the context of energy security and industry development [4][7] - The 2024 Electricity Construction Engineering Cost Index (ECCI) was released, which includes indices for unit costs, major equipment prices, and cost forecasts across various power generation and grid engineering sectors [8] Group 2 - The forum served as a platform for sharing industry experiences and fostering consensus on innovative management practices in power engineering, contributing to the high-quality development of the electricity sector [9][10] - The event was co-hosted by several organizations, including the Electricity Engineering Cost and Quota Management Station and the China Electricity Council, with approximately 300 representatives from government, industry associations, power companies, and academic institutions in attendance [10]

Core Viewpoint - Haocreat Ruitong officially listed on the Shenzhen Stock Exchange's Growth Enterprise Market, marking a significant milestone for the company focused on smart distribution equipment and digital solutions for distribution networks [1] Group 1: Company Overview - Haocreat Ruitong specializes in smart distribution equipment and digital solutions for distribution networks, leveraging national strategic initiatives such as "carbon peak and carbon neutrality" to drive innovation and development [2] - The company has developed key technologies including fault location and self-healing technology for distribution networks, IoT-enabled sensing components, high-precision power sensor technology, and low-pressure sealed air-insulated technology [2] Group 2: Stock Market Performance - The initial public offering price was set at 21.00 yuan per share, with the stock opening at 58.00 yuan and peaking at 75.00 yuan before closing at 61.06 yuan, representing a 190.76% increase on the first day [1] - The total market capitalization reached 6.717 billion yuan, with a trading volume of 18.81 million shares and a turnover of 1.188 billion yuan, indicating a high turnover rate of 81.60% [1] Group 3: Future Plans and Investments - The company plans to use the raised funds of approximately 58.59 million yuan for projects including the production of smart ring network cabinets, smart pole-mounted switches, and the establishment of a smart distribution research center [3][4] - The projects aim to enhance production scale, automation, and information technology levels, thereby improving the company's competitive edge and ensuring sustainable operations [4]

亮眼成绩背后，是国网蒙东电力持续深化科技创新体制机制改革的成效。近年来，该公 司搭建高效协同创新框架，推行"四维评审""揭榜挂帅"等机制，2025年实验室资金规模较三 年前增长1.4倍；构建"产学研用"协同生态，兑现52.5万元科技奖金，有效激发科研人员创新 活力。目前，其已联合申报2项国家科技创新2030-智能电网重大专项，重大项目攻坚能力显 著提升。 下一步，国网蒙东电力将聚焦新型电力系统建设、特高压安全运行、有源配电网可靠性 提升及AI电网应用等方向，加大科研资源投入，强化关键技术研发，加快形成新质生产 力。 9月23日，2024年度内蒙古自治区科学技术奖励名单揭晓，国网蒙东电力斩获5项科学技 术进步奖，其中一等奖2项、二等奖3项，获奖数量居自治区电力行业首位，实现历史性突 破。 此次荣获一等奖的《面向新型电力系统的"源-网"柔性控制与支撑关键技术及应用》《新 能源大基地"风光火储热"多能互动与并网消纳关键技术及应用》项目，在新型电力系统构建 与新能源高效利用领域实现创新性突破，对提升电力系统灵活性、稳定性，推动新能源大规 模消纳并网具有重要战略意义。 获得二等奖的《适用于特高压复杂电力环境的量子保密通 ...

伴随新能源大规模并网而来的，是新能源消纳问题亟待解决，灵活调节需求大幅增加。在此背景下，煤 电的"压舱石"和"调节器"作用凸显。 "煤电机组在系统中很好地发挥了灵活调节和基础保障作用。"中国电力企业联合会党委委员、专职副理 事长，中电联火电分会会长于崇德指出，"据有关资料介绍，煤电机组在系统中以不到四成的容量占 比，贡献了超过五成的发电量、支撑了七成负荷调节，承担了八成的供热任务。在新型电力系统构建 中，煤电机组对电力系统安全稳定运行、电力热力可靠保供和新能源消纳发挥了举足轻重的作用，有力 地支撑了新能源快速发展。" 长期以来，推动煤电向基础保障性和系统调节性电源转变，是构建新型电力系统的关键举措。 以煤电技术创新赋能新型电力系统 ——新一代煤电技术论坛观察 9月24日，以"发挥煤电灵活调节作用，助力新型电力系统建设"为主题的新一代煤电技术论坛于张家口 崇礼成功举办。在"双碳"目标深入推进、新型电力系统加快构建的当下，煤电如何从"基荷电源"转 向"灵活调节资源"，成为业界关注的焦点。 2025年，国家发展改革委、国家能源局联合印发了《新一代煤电升级专项行动实施方案（2025—2027 年）》，煤电转型路径进一 ...

央企现代能源ETF紧密跟踪中证国新央企现代能源指数，中证国新央企现代能源指数由国新投资有限公司定制，主要选取国务院国资委下属业务涉及绿色能 源、化石能源、能源输配等现代能源产业的50只上市公司证券作为指数样本，以反映央企现代能源主题上市公司证券的整体表现。 数据显示，截至2025年8月29日，中证国新央企现代能源指数(932037)前十大权重股分别为长江电力、国电南瑞、中国核电、中国铝业、三峡能源、中国电 建、中国稀土、国电电力、云铝股份、中国石油，前十大权重股合计占比48.28%。 截至2025年9月26日 13:26，中证国新央企现代能源指数上涨0.52%，成分股上海电力上涨5.32%，节能风电上涨3.16%，龙源电力上涨3.09%，云南铜业上涨 2.41%，云铝股份上涨2.27%。央企现代能源ETF(561790)上涨0.35%， 冲击3连涨。最新价报1.15元。拉长时间看，截至2025年9月25日，央企现代能源ETF近 3月累计上涨6.23%。 流动性方面，央企现代能源ETF盘中换手3.18%，成交134.47万元。拉长时间看，截至9月25日，央企现代能源ETF近1年日均成交623.27万元。 消息面 ...

9月26日，风电行业涨超2%，吉鑫科技2连板，明阳智能、日月股份等涨停。 一、行情 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | --- | --- | --- | --- | --- | --- | --- | | 吉鑫科技 601218.SS | 2天2板 | 5.67 | +10.10% | 10:02:34 | 20.52% | 54.94亿 | | 明阳智能 601615.SS | | 15.53 | +9.99% | 10:20:28 | 3.58% | 352.76亿 | | 太原重工 600169.SS | | 2.71 | +10.16% | 10:35:04 | 4.02% | 90.33亿 | | 日月股份 | | 1101 | . IA AANI . . . | IA FA AA | A AANI | IFA AA 7 | 2）国内风电开工建设加速，今年以来产业链排产出货良好，2025年上半年海上风电并网同比高增，招投标制度改革有望带动 风机价格持续回暖。大型化趋势和新技术的应用打开整机发展空间，产业链零部件企业也将受益于 ...

新型电力系统 ：变革已至，系统平价带来能源需求为王的 时代 20250924 摘要 中国未来十年长期增长依赖新能源，预计到 2030 年新增用电量达 3 万 亿度。光伏虽不再是主要动力，但锂电池、电动车和 AI 算力将持续拉动 用电增长，AI 算力预计贡献 0.5%至 1%的增长。 评估新能源系统面临挑战，传统 LCOE 方法不适用，因新能源利用小时 数低且需高稳定性，导致初始投资巨大。高利率和经济环境加剧企业投 资压力，新能源的随机性、间歇性和季节性波动也增加了储能配置的复 杂性和成本。 中国需并行发展传统能源和新能源，构建双轨制能源系统。传统能源作 为备用，新能源为主力。政策支持和创新商业模式对吸引企业参与至关 重要，同时需加强技术研发，提高储能效率，应对新能源的波动性挑战。 储能配置对光伏平台效益至关重要，最佳配置比例需综合考虑新能源渗 透率和度电成本。数据显示，新能源成本随渗透率增加呈非线性增长， 因此储能配置应根据实际需求进行优化。 Q&A 中国电力系统的现状和未来发展趋势如何？ 中国的电气化率已经达到 27.4%，高于许多欧美发达国家。中国能源需求的强 逻辑背景是进口能源是否需要被替代，这导致了电 ...

Core Viewpoint - The company, Haocreative Ruitong, is focused on expanding its customer base beyond the State Grid and Southern Power Grid while maintaining strong relationships with these key clients, aiming for a decrease in customer concentration over the long term [1][2]. Group 1: Market Demand and Customer Base - The demand for Haocreative Ruitong's products is expected to continue growing, particularly from the State Grid and Southern Power Grid, which will remain the primary customers in the short term [1]. - The company plans to enhance its sales team and channels, strengthen brand building, and actively seek new customers, particularly in sectors outside of the power grid [2]. - Sales revenue from customers outside the State Grid and Southern Power Grid is projected to grow significantly, with expected revenues of 62.01 million, 49.11 million, and 111.33 million CNY for the years 2022-2024, reflecting a compound annual growth rate of 33.98% [1]. Group 2: Product Development and Innovation - Haocreative Ruitong specializes in smart distribution equipment and digital solutions for distribution networks, with key products including smart ring main units, smart pole-mounted switches, and box-type substations [3]. - The company has invested significantly in R&D, with expenditures of 17.30 million, 23.36 million, and 32.32 million CNY over the reporting period, achieving a compound growth rate of 36.69% [3]. - The company has developed critical technologies such as fault location and self-healing technology for distribution networks, which enhance the intelligence of its products [3][4]. Group 3: Financial Performance - Haocreative Ruitong reported revenues of 559.80 million, 672.37 million, and 867.25 million CNY, with a compound growth rate of 24.47%, and net profits of 68.76 million, 87.41 million, and 111.29 million CNY, with a compound growth rate of 27.22% [6]. - For the first half of 2025, the company achieved a revenue of 450.80 million CNY, representing a year-on-year growth of 2.97%, and a net profit of 61.61 million CNY, up 15.80% year-on-year [6]. Group 4: Future Plans and Strategic Direction - The company plans to issue 27.90 million shares at a price of 21.00 CNY per share, aiming to raise approximately 585.90 million CNY for projects related to smart distribution equipment and R&D [6][7]. - The strategic focus is on becoming a leader in the smart distribution equipment sector, aligning with national strategies for carbon neutrality and smart grid development [7]. - Haocreative Ruitong aims to leverage advancements in IoT, edge computing, and AI to enhance its product offerings and market position [7].

9月10日上午，昊创瑞通（301668.SZ）首次公开发行股票并在创业板上市网上路演在全景路演举行。 投资者交流环节，问及顺应行业发展趋势以及产业融合相关事宜，昊创瑞通董事长、总经理段友涛表 示，对于智能配电设备，其技术兼具一次设备和二次设备的特点，是新旧产业融合的产物，技术主要体 现在产品智能化、一体化、模块化、小型化、环保化和免维护等方面。公司经过持续不断的研发和创 新，通过对传统一、二次配电设备在结构和功能设计、硬件装置和软件配套等方面进行创新优化，融合 现代电子技术、信息和通信技术、网络技术、自动控制技术和智能传感等先进技术，推进新旧产业融 合，为智能电网和新型电力系统构建提供支撑。 在生产制造方面，公司通过自主设计专用测试工装和自动化生产设备，实现对电路板的功能、性能、功 耗、绝缘耐压等方面的全面测试以及自动化焊接和装配，实现重点工序自动化生产；通过开发专用上位 机软件，实现产品生产过程的智能化、可视化、测试数据的实时存储及联网查询，实现数字化质量管 控，促进公司的制造水平由传统制造业向智能制造升级。 凭借在智能配电设备方面的研发和创新积累，自主研发了配电网故障定位与自愈技术、配电设备状态感 知元件 ...

电力设备江湖素来壁垒森严，外资品牌长期垄断高端市场。而昊创瑞通却用一组硬核数据改写了游戏规 则：其自主研发的配电网故障自愈技术实现毫秒级复电，将停电时间从小时级压缩至分钟级；常压密封 空气绝缘技术以零温室气体排放破解环保难题，产品入选北京市首台（套）重大技术装备目录。 资料来源：Wind 2025年8月28日，昊创瑞通于创业板正式开启招股环节，这家"国网配套商"距离其资本市场征程仅剩一 步之遥。此次IPO募资，公司将投入智能环网柜生产建设项目、智能柱上开关生产建设项目、智能配电 研发中心建设项目以及补充流动资金，为迎接新型电力系统行业大机遇再添重磅筹码。 资料来源：招股书 智能配电设备细分龙头 构筑核心竞争优势 智能配电设备是开展配电网智能化升级和建设新型电力系统，提高电力系统灵活感知和高效运行，适应 数字化、自动化、网络化电力系统发展要求，建设智能调度体系，实现源网荷储互动、多能协同互补及 用能需求智能调控的关键设备，是实现配电网数字化转型的重要支撑。 作为国家级专精特新"小巨人"企业、国家级绿色工厂、高新技术企业、北京市企业技术中心、全国低压 成套开关设备和控制设备标准化技术委员会委员单位和电器工业标准化 ...