Core Viewpoint - The global energy transition is accelerating, with a consensus emerging around the trends of clean, low-carbon, electrified, networked, and digitalized energy systems [1] Group 1: Energy Transition Trends - The role of electricity is increasingly recognized as more significant than that of energy storage in the energy transition [1] - The construction and interconnection of power grids are becoming strategic choices for global energy and power transition [1] Group 2: Importance of Power Grids - Power grids are identified as a crucial hub for connecting supply and demand resources [1] - The focus on enhancing grid infrastructure is essential for supporting the overall energy transition [1]

Core Viewpoint - The commencement of the new transformer expansion project at Xiaowan Hydropower Station marks a significant development in Yunnan's power grid, enhancing electricity transmission capacity and addressing regional bottlenecks [1] Group 1: Project Details - The new transformer expansion project at Xiaowan Hydropower Station officially began construction on July 1 [1] - Xiaowan Hydropower Station is a key cascade power station in the Lancang River basin with a total installed capacity of 4.2 million kilowatts [1] - The project is a key initiative in Yunnan's "14th Five-Year Plan" for the power grid [1] Group 2: Impact on Power Grid - The operation of the new project is expected to significantly improve the power delivery capacity of the station [1] - The project aims to alleviate transmission bottlenecks in the region [1]

步进电压调节器（ Step Voltage Regulator ）是一种电力电子控制装置，其通过离散式调节机制实现输出电压的阶梯式调整。该设备能够 根据系统需求或负载变化，将输入电压转换为具有特定步进间隔的可调输出电压，从而提供精确的分档电压控制功能。它可广泛使用于 供电距离比较远、供电负荷大、电压波动大、电能质量达不到使用标准的供电线路。也可以用于电压质量不能满足生产需要的工、矿企 业。 0 1 步进电压调节器行业目前现状分析 全球配电网自动化需求提升 随着城镇化、电气化和可再生能源并网的发展，全球各地电网面临电压波动和线路负载变化问题。步进电压调节器作为一种精密控制电 压的设备，广泛用于配电网中压和低压端，保障供电质量与电网稳定性。 中国市场潜力增长中 中国城乡电网改造、"双碳"目标与农村电气化为SVR产品应用提供广阔空间。尤其在中西部地区、风电并网区、以及用户终端电压稳定 性要求高的场合，逐步在采用 SVR 或其国产替代方案。 智能化与数字控制器普及 传统机械式控制正被带通信功能的数字控制器替代，如 Beckwith、Schweitzer、Howard 自研 UVR-1 控制器等，支持远程监测、自动换 ...

Core Viewpoint - Shandong SD Electric Power Technology Co., Ltd. is preparing for its initial public offering (IPO) of ordinary shares in RMB and listing on the ChiNext board, with legal opinions confirming compliance with relevant laws and regulations [1][4][13]. Group 1: Approval and Authorization for the Issuance - The company held board meetings on July 6, 2022, and April 20, 2023, to approve the IPO and related fundraising projects [7][9]. - The company convened temporary shareholders' meetings on July 22, 2022, and May 6, 2023, to pass resolutions regarding the IPO and fundraising feasibility [9][10]. Group 2: Issuer's Qualifications - The company is a legally established and effectively existing joint-stock company, having obtained its business license on July 4, 2017 [14][19]. - The company has a clear and complete asset ownership structure, with no legal risks associated with its establishment and operations [26][30]. Group 3: Substantial Conditions for the Issuance - The IPO shares will be ordinary shares (A-shares) with equal rights as existing shares, meeting the requirements of the Company Law [15][20]. - The company reported audited net profits of RMB 73.09 million, RMB 75.53 million, and RMB 76.99 million for the years 2020, 2021, and 2022, respectively, indicating ongoing operational capability [15][21]. Group 4: Independence of the Issuer - The company operates independently from its controlling shareholder, Shandong University, with no unfair related transactions [22][23]. - The company has established a complete and independent organizational structure, including R&D, production, and sales departments [22][23]. Group 5: Shareholders and Capital Structure - The company has 21 shareholders, with a total share capital of 12.216 million shares, and the controlling shareholder, Shandong Capital, holds 40.148% of the shares [25][27]. - The company’s founding shareholders include various individuals and entities, all of whom meet the legal qualifications to be shareholders [24][26].

Core Viewpoint - State Grid Beijing Electric Power is actively advancing the 2025 summer reinforcement project for the power grid, with 67 projects set to be operational by early July, enhancing the stability of Beijing's power supply and supporting citizens during the summer heat [1]. Group 1: Project Overview - The summer reinforcement project includes 19 main network projects and 48 distribution network projects, aimed at ensuring stable power supply in Beijing [1]. - The project is expected to add 150 kilometers of transmission lines at 35 kV and above, and increase transformer capacity by 1.73 million kVA, addressing the growing electricity demand in areas like Tongzhou, Chaoyang, and Haidian [1]. Group 2: Infrastructure Enhancements - Key projects such as the Huanqiu and Jiangzhuanghu 220 kV substations have been completed, enhancing the interconnectivity and reliability of the regional power grid through new substations and supporting transmission lines [1]. - The completion of 110 kV substations like Huizhan and Longquanhu, along with capacity expansions at existing substations, aims to improve service for key industries and enhance resilience against extreme weather [1]. Group 3: Technological Innovations - During the construction phase, State Grid Beijing Electric Power is exploring mechanical construction technology innovations to upgrade the capital's power grid [2]. - The company is implementing digital management technologies, such as "One Map for the Power Grid," to enhance operational intelligence and efficiency through comprehensive equipment monitoring and energy optimization [2].

为优化北京电网网架结构，国网北京电力投产了环球、姜庄湖220千伏输变电工程等关 键项目，均通过新建220千伏变电站与配套输电线路，构建多级电源支撑，融合智能技术， 显著提升区域电网互联互通能力，增强电网韧性和可靠性。此类工程融入新型电力系统建 设，主要为通州文化旅游区和北京城市副中心西南部提供充足电力，满足朝阳大屯地区商业 及高端产业用电需求，支撑中关村科学城北区人工智能、算力平台等产业发展，并为首都城 市防灾减灾与能源低碳转型夯实保障基础。 作为北京电网补强的重点项目，国网北京电力建成了会展、龙泉湖等110千伏输变电工 程，完成生命园、米各庄等110千伏变电站主变扩建工程，通过扩容变电容量、缩短供电半 径，服务重点产业发展和民生保障，提升极端天气应对能力。一大批110千伏电网工程中， 既有提高供电质量、精准赋能创新高地打造，支撑高精尖产业、航空工业和乡村振兴产业发 展的项目，也不乏缓解区域供电压力，聚焦交通枢纽、大型商圈、人口导入区域等多样化场 景，匹配城市更新公共服务设施扩容需求的新建或扩建工程。 7月3日，国网北京市电力公司正在全力推进2025年电网度夏补强重点工程，67项工程将 于7月上旬全部投入运行 ...

Group 1 - The stock of Hangzhou Kolin (688611) has a comprehensive score of 49.79, indicating a weak performance [1][2] - The main cost analysis shows the following prices: current main cost at 31.61 yuan, 5-day main cost at 32.09 yuan, 20-day main cost at 31.86 yuan, and 60-day main cost at 31.51 yuan [1][2] - The stock has experienced one limit-up and no limit-down in the past year [1] Group 2 - The short-term support level is at 31.75 yuan, while the short-term resistance level is at 32.63 yuan [2] - The stock price has broken below the short-term support level, suggesting a cautious approach in the short term; the mid-term trend remains unclear, awaiting direction from main funds [2] - The K-line pattern indicates a "Three Black Crows" formation, which may suggest a potential peak and subsequent decline [2] Group 3 - On July 3, 2025, the net outflow of main funds was 611.01 million yuan, accounting for 18% of the total trading volume [2][3] - The breakdown of fund flows includes a net outflow of 85.98 million yuan from large orders and 525.03 million yuan from major orders, with retail investors also experiencing a net outflow of 57.16 million yuan [2][3] - The financial data shows earnings per share of 0.04 yuan, operating profit of 0.06 billion yuan, and a net profit of 4,234,436.62 yuan, with a sales gross margin of 65.591% [2][3] Group 4 - The stock is associated with sectors such as power grid equipment (0.00%), blockchain (0.57%), smart grid (0.21%), and ultra-high voltage (0.21%) [2][3]

Core Viewpoint - The successful operation of the 330 kV Gas Insulated Metal Enclosed Transmission Line (GIL) at the Lanzhou West Substation marks a significant advancement for the Gansu Central Power Grid, providing a crucial foundation for network optimization and stability [1][3]. Group 1: Project Overview - The GIL project is the first of its kind in Gansu Province, featuring the longest single-phase GIL unit in China, measuring 280 meters [1][3]. - The project aims to meet the needs of the Gansu Central Power Grid's loop-breaking requirements by adjusting the spacing of the Xixin I and Xizi I lines [3][4]. Group 2: Technical Advantages - GIL technology offers significant advantages over traditional overhead lines and power cables, including reduced land occupation, shorter construction periods, and greater resilience to adverse weather conditions [3][4]. - Compared to cables, GIL has a higher current-carrying capacity and a longer design lifespan, making it a superior choice for compact substation layouts [3][4]. Group 3: Construction Challenges and Solutions - The installation faced challenges such as complex environmental conditions, proximity to live equipment, and high cleanliness requirements [3][4]. - The project team employed specialized installation machinery to safely handle GIL units while maintaining a safe distance from live lines, significantly reducing operational risks [4][5]. Group 4: Operational Impact - The successful commissioning of the GIL line enhances the safety and reliability of the Lanzhou urban power grid, facilitating its integration into the Qin Chuan power grid system [4][5]. - This project represents a critical breakthrough in the loop-breaking efforts of the Gansu Central Power Grid, optimizing the grid structure and improving operational safety [4][5]. Group 5: Quality Assurance Measures - To ensure "zero defect" operation, the company implemented strict quality control measures, including on-site supervision and collaboration among construction, supervision, and manufacturing teams [5]. - The project management emphasized safety and quality standards, with experts and management personnel closely monitoring the construction process [5].

文 | 中关村储能产业技术联盟 6月30日，舟山市高新区11 0MW/ 220MWh电网侧储能项目储能设备采购招标公告发布。 采购人： 杭州市能源集团工程科技有限公司 招标范围及内容： 电 网 侧 11 0MW/ 22 0MWh 储 能 系 统 。 包 括 储 能 电 池 舱 （ 电 池 舱 ） 、 储 能 变 流 升 压 一 体 机 （PCS舱）、能量管理系统及电池舱与PCS舱之间的系统联络线缆和附件（电池预制舱与 PCS之间的连接线缆以及储能设备到升压站EMS系统间的通信线缆及附件由中标人提供， 其余35kV电缆及外接备用电源附件由招标人提供，不含线缆铺设与接线）等设备，电池 预制舱系统拥有独立的配电电系统、温度控制系统、火灾报警系统、视频监控系统、应急 系统、消防系统等自动控制和安全保障系统，包括项目抽检物料及抽检试验费。配合办理 储能项目并网前、后的各项试验及验收手续（仅配合工作，相关费用由招标方负责）。不 包含并网调试及涉网试验费用、不包含第三方测试验收费用；配合工作内容包括但不限 于：配合电能质量测试、配合保护定值计算及整站建模、配合电力公司并网验收、配合满 足电网验收要求的电池储能系统到货至并网 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 惯性服务市场明年向储能系统开放 自 2026 年起，德国输电系统运营商（ TSO ）将开始向电池储能系统（ BESS ）支付提供惯性服务 的费用。 惯性服务对于维持频率稳定至关重要，这为德国市场的电池储能系统项目开辟了另一条辅助 服务收入渠道。 惯性是指电力系统对电力不平衡现象固有的即时物理响应，有助于防止频率稳定极限被突破。随着配备 旋转质量的传统发电机被可再生能源所取代，系统中的惯性储备减少，惯性服务正变得愈发重要。 补偿将基于合同整个期限内的固定价格机制，合同期限为 2- 10 年。价格最初将由输电系统运营商确 定，并在两年内保持有效。两年期满后，输电系统运营商将根据采购区域、提供的具体产品以及计费周 期内的服务可用性，为新的惯性采购合同设定新的固定价格。首次采购窗口的最终定价细节将不晚于 2026 年 1 月 28 日公布。 将提供四种不同的产品，根据惯性响应的方向（正向或负向）和所需的可用性（基础： 30% ，优质： 90% ）进行区分。 德国联邦经济事务与气候保护部应明确表示，只有当电力供应系统 （ 除了其 ...