近期，电力行业利好消息频传。7月份以来，包括青岛汉缆股份有限公司（以下简称"汉缆股份"）、常 熟风范电力设备股份有限公司（以下简称"风范股份"）等多家上市公司陆续发布中标电网采购项目的公 告，中标金额从千万元至数亿元不等。这些信息不仅预示着相关公司迎来发展机遇，更侧面展现出电力 行业的蓬勃活力与增长潜力。 细分领域优势凸显 具体来看，多家企业在电网采购中表现亮眼，中标产品覆盖主网、配网等多类核心物资。 例如，汉缆股份7月11日发布的公告显示，在中国南方电网有限责任公司（以下简称"南方电网"）2025 年主网及配网材料第一批框架招标项目中，公司中标35kV（千伏）—500kV钢芯铝合金绞线、220kV交 流电力电缆、低压交流电力电缆等8个标包，总金额约9.07亿元，占公司2024年营业收入的9.79%。 中国金融智库特邀研究员余丰慧向《证券日报》记者表示，7月份以来密集的中标信息展现出我国电力 行业供应链的成熟及韧性，不同规模的企业依托各自的技术沉淀和产品特色，在高低压电缆、超高压设 备、导地线、安全防护等诸多电网细分领域形成了差异化、专业化的布局。 风范股份7月10日发布公告称，公司在南方电网2025年主网线 ...

万控智造股份有限公司 章程 二〇二五年七月 -1- 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织 和行为，根据《中华人民共和国公司法》 （以下简称《公司法》）、 《中华人民共和 国证券法》（以下简称《证券法》）和其他有关规定，制订本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司（以 下简称"公司"）。 公司系由万控智造浙江电气有限公司整体变更发起设立的股份有限公司；在 浙江省市场监督管理局注册登记，取得营业执照。 第三条 公司于 2022 年 2 月 10 日经中国证券监督管理委员会（以下简称 "中国证监会"）核准，首次向社会公众发行人民币普通股 6,000 万股，于 2022 年 3 月 10 日在上海证券交易所上市。 第四条 公司注册名称：万控智造股份有限公司。 目 录 第一章 总则 英文名称：WECOME INTELLIGENT MANUFACTURING CO.,LTD. 第五条 公司住所：浙江省乐清市北白象镇温州大桥工业园区万控智造大 楼。 第六条 公司注册资本为人民币 40,100 万元。 第七条 公司为永久存续的股份有限公司。 第八条 代表公司执行公司事 ...

Investment Rating - The report maintains a "Positive" investment rating for the power equipment industry [4] Core Insights - The dual carbon strategy emphasizes the coexistence of highly clean power generation and highly electrified power consumption, with the grid serving as a crucial link between the two [4][7] - The development of ultra-high voltage (UHV) technology is essential for achieving carbon neutrality, but progress has been slower than expected [4][8] - The distribution network is critical for renewable energy consumption, yet investment during the 14th Five-Year Plan period has fallen short of expectations [4][39] Summary by Sections Ultra-High Voltage (UHV) - UHV is a key component of the dual carbon strategy, with a planned investment of 380 billion yuan for over 30,000 kilometers of lines and a capacity of 340 million kilovolt-amperes [8] - The actual progress of UHV projects has been below expectations, with only eight projects likely to be completed by 2025 [16][18] - The shift towards flexible direct current technology is noted, as it allows for higher proportions of renewable energy to be transmitted [22][24] Distribution Network - The distribution network's role has evolved significantly post-dual carbon strategy, requiring upgrades to accommodate distributed energy resources [39][40] - Despite a consensus on the need for increased investment in the distribution network, actual investment levels have been lower than anticipated during the 14th Five-Year Plan [47] - The rapid growth of distributed solar power has led to challenges in the capacity of the distribution network, necessitating further enhancements [50]

7月7日，上证指数全天窄幅震荡；深证成指、创业板指全天震荡走低；科创50指数早盘一度小幅回升， 随后回落下探，午后持续走低。截至收盘，上证指数报3473.13点，涨0.02%，成交额4761.97亿元；深 证成指报10435.51点，跌0.7%，成交额7324.53亿元；创业板指报2130.19点，跌1.21%，成交额3465.11 亿元；科创50指数报978.29点，跌0.66%，成交额175.19亿元。沪深两市合计成交12086.5亿元，成交额 较上一交易日减少2199.07亿元。 高压快充、跨境支付等概念走强 *ST亚振7连板 盘面上来看，行业板块、概念涨多跌少。其中，公用事业、轻工制造、房地产、环保、纺织服饰、建筑 材料、传媒、化工等行业涨幅靠前；高压快充、跨境支付、虚拟电厂、智能电网、特高压、租售同权、 空气能热泵、冰雪经济、体育产业等概念走势活跃。煤炭、医药生物、通信、家电、电子、食品饮料等 行业跌幅居前；重组蛋白、国资云、创新药、AI手机、存储芯片、水产养殖等概念走势较弱。涨停个 股主要集中在公用事业、轻工制造、化工、计算机、医药生物等行业。 个股涨跌情况，截至收盘，沪深两市合计3150只个股上 ...

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]

Group 1 - The core business of the company is divided into two segments: power transmission and distribution equipment, and oriented silicon steel [1] - The acquisition of 79.97% of Yunnan Transformer Electric Co., Ltd. significantly enhanced the company's supply capacity from 110kV to 500kV, strengthening its competitive position in the railway traction transformer market [1] - In 2024, Yunnan Transformer contributed 696 million yuan in revenue, becoming a major source of growth for the company's power transmission and distribution equipment business [1] Group 2 - The company has established a strategic development framework that focuses on Southwest China while radiating nationwide and globally, forming long-term stable partnerships with key domestic and international clients [2] - The company aims to expand its international presence through technology export and capacity cooperation, participating in power infrastructure construction to enhance global competitiveness [2] - The company plans to actively promote its "Belt and Road" business layout, optimizing its service radius in Southeast Asia to 300 kilometers [2] Group 3 - The company intends to accelerate its intelligent upgrade over the next three years, pushing traditional power transmission and distribution equipment towards digitalization and IoT [3] - The company will explore applications in AI, big data, cloud computing, and 5G, while also advancing the research and development of integrated smart box transformers for energy storage and smart microgrid applications [3]

日常用电，是再熟悉不过的场景，小到手机充电，大到日常出行、商业服务、工业生产等，几乎离不开 用电。但电力系统是怎么把电能输入至千家万户、千厂万店，却是大部分人陌生的领域。 简单来说，电力系统由发电厂、送变电线路、供配电所和用电等环节组成，而为了将电能经输电、变电 和配电供应到各用户，电力系统在各个环节和不同层次还具有相应的信息与控制系统，对电能的生产过 程进行测量、调节、控制、保护、通信和调度，以保证用户获得安全、优质的电能。 北京昊创瑞通电气设备股份有限公司（以下简称昊创瑞通）便是深度参与其中的一家企业，近年来，该 企业通过对智能配电技术的前瞻布局与持续攻坚，构建了一套全面且先进的核心技术体系，也由此带来 业绩高增长，最近三年营收、净利润复合增长分别是24.47%、27.22%。如今，带着稳定且大幅增长的 业绩，昊创瑞通走进了A股投资者视野。 分析指出，昊创瑞通的崛起，是中国高端制造在关键基础设施领域自主可控的缩影。这家深耕十八年的 技术型企业，正从细分领域的"隐形冠军"蜕变为智能电网生态的核心参与者。未来，借助资本市场的力 量，还将进一步加速市场份额的拓展，提升在智能配电设备市场的占有率。 "让电网更智能 ...

人民网"行进中国"浙江调研采访团 下午三点，阳光透过玻璃窗洒进办公室。刚从缅甸归来的徐能顾不上洗去风尘，又打开了电脑，此刻， 孟加拉子公司的同事们正通过视频连线等待着他。 徐能是杭州海兴电力科技股份有限公司南亚地区部总经理，主要负责地区经营，包括智能配用电、分布 式能源和微电网产品及方案的海外销售。17年来，他走过了东南亚、南亚、中东的多个国家和地区，带 领团队用中国技术编织出了一张张智能绿色用电网。 能正在进行项目对接。最多时，他一天要打200多个电话。人民网记者 王丽玮摄 光伏发电是一种可再生能源技术。我国"十四五"可再生能源发展规划提出，要巩固提升可再生能源产业 核心竞争力，推动可再生能源优质产业走出去。 在缅甸仰光举办的一个新能源展会上，当地通讯运营商某公司对海兴LIVOLTEK展台上的中国新能源解 决方案表现出浓厚兴趣。 "缅甸电网每天只能供电2到4个小时，柴油发电成本高达2元/度。"徐能回忆道，"当我们介绍光伏发电 成本仅需0.3元/度，3年就能收回投资时，对方当场就拍板了，一定要上新能源光伏发电。" 徐 在杭州生产基地，记者看到为缅甸"量身定制"的逆变器正在加紧生产。"逆变器是组成光伏电网的关键 ...

青岛智电新能科技有限公司，成立于2015年，位于青岛市，是一家以从事软件和信息技术服务业为主的 企业。企业注册资本48640.38万人民币。通过天眼查大数据分析，青岛智电新能科技有限公司参与招投 标项目142次，专利信息717条，此外企业还拥有行政许可20个。 专利摘要显示，本实用新型公开了一种用于罗氏线圈的信号处理电路，属于智能电网领域。本实用新型 的一种用于罗氏线圈的信号处理电路，具有可实时测量、响应速度快、宽电流测量范围的特点，特别是 小电流工况下也能保证计量精度。罗氏线圈将一次侧电流值转换为电流对时间的微分信号，无源RC积 分电路降低微分信号的转折频率，低通滤波电路对高频信号进行有效衰减，T型积分电路将微分信号进 行积分以还原原始信号，隔直电路对积分信号进行滤波隔直处理，可调比例放大电路对积分信号进行同 相放大，同时按照需求对输出信号幅值进行调整，抗混叠滤波电路对放大后的积分信号进行滤波，最终 输入到采样芯片，用于电流计量。 天眼查资料显示，青岛鼎信通讯股份有限公司，成立于2008年，位于青岛市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本65219.0511万人民币。通过天眼查大数据分 ...

Core Viewpoint - The demand for single-phase smart meters in China is expected to grow significantly, driven by the ongoing development of smart grids and the digital transformation of the power industry, with projections indicating a demand of 11,195,200 units in 2024, an increase of 2,820,900 units from 2023 [1][6][8]. Group 1: Industry Overview - Smart meters are essential devices for data collection in smart grids, with single-phase smart meters dominating the market, accounting for over 80% of applications [1][8]. - The market for single-phase smart meters is projected to reach a scale of 9,482,330 units in 2024, up by 2,703,340 units from 2023, with expectations to reach 10,372,130 units by 2025 [1][8]. - The industry is characterized by continuous technological advancements, leading to improved precision, communication capabilities, and overall intelligence of smart meters [22]. Group 2: Industry Development Status - The smart meter industry is a crucial component of the Advanced Metering Infrastructure (AMI) system, enhancing operational efficiency, promoting energy conservation, and improving the stability of power systems [6]. - The increasing demand for smart meters is supported by technological progress and cost reductions, which enhance their functionality and performance [6][22]. Group 3: Industry Chain - The upstream of the single-phase smart meter industry includes raw materials such as electronic components, metal terminals, and flame-retardant plastics, while the midstream involves manufacturing and system integration [10]. - The downstream applications include major power grid companies like State Grid and Southern Power Grid, as well as emerging applications in distributed photovoltaics and smart homes [10]. Group 4: Competitive Landscape - The global smart meter market is fragmented, with major overseas companies focusing on high-end markets in developed countries, while Chinese companies leverage cost advantages to capture market share in developing countries [14]. - Key players in the domestic single-phase smart meter industry include Jiangsu Linyang Energy Co., Ltd., Yantai Dongfang Weiston Electric Co., Ltd., and others, who are enhancing their competitive edge through technology development and market expansion [14][15]. Group 5: Key Companies - Jiangsu Linyang Energy Co., Ltd. reported a production of 9,449,700 smart meters in 2024, an increase of 1,759,300 units from 2023, with a revenue of 2.704 billion yuan, up by 431 million yuan [18]. - Hangzhou Haixing Electric Technology Co., Ltd. achieved a production of 15,373,700 smart products in 2024, with a revenue of 4.535 billion yuan, an increase of 534 million yuan from 2023 [20].