近日，国家能源局披露了一条引爆全网的消息——"7月份，全社会用电量10226亿千瓦时"。这意味着，我国月度用电量首次突破万亿千瓦时，成为全球单月 用电量最大的国家。要知道，这个数字，相当于东盟国家一整年的用电量。 作为全国经济"领头羊"，广东的电力需求在这个夏天同样"火力全开"，电网负荷多次刷新纪录。一边是飙升的用电需求，一边是不容有失的供电保障，广东 究竟靠什么稳住局面？其中有何"门道"？ 为应对这一挑战，广东加快智能电网建设，推动电力系统升级换代。依托全国首个多智能体协作的省级AI调度员"明月"，广东电网公司能够精准预测负荷， 支撑在线秒级生成电源送出优化方案，并分钟级完成电网方式调整。这一技术可最大程度释放新能源出力，保障电力可靠供应。 广东的用电需求，常年稳居全国前列。尤其到了夏季，空调大规模启动，用电量直线上升。据广东电网测算，在广东，当气温达到30摄氏度以上时，每增加 1摄氏度，对应的负荷就会上升300到500万千瓦。要在这样的"用电洪峰"里守住供电底线，坚实的电力基建是第一道防线。 光有基建还不够，广东的供电稳定，离不开绿色转型和智能调度的加持。如今，新能源在广东电力供应中占据了越来越重要的位置 ...

Core Viewpoint - The rise of mobile charging services is transforming the charging landscape for electric vehicles, providing convenient solutions for charging in areas where traditional charging stations are limited or unavailable [1][4]. Group 1: Service Overview - Mobile charging vehicles can be easily booked via mobile apps, allowing for on-demand charging services that address the challenges of installing charging stations in older residential areas [1][3]. - In the Xiaonan Village community, a mobile charging vehicle can provide fast charging, completing a full charge in about one hour at a cost of 1 yuan per kilowatt-hour [3][4]. - The introduction of mobile charging services has significantly alleviated the charging difficulties faced by residents in older communities, where traditional charging infrastructure is insufficient [5][6]. Group 2: Market Demand and Growth Potential - The demand for mobile charging services is expected to grow as the penetration rate of electric vehicles increases, highlighting the imbalance between the number of vehicles and available charging stations [7][8]. - Over 100,000 incidents of vehicle breakdowns due to charging issues occur annually, indicating a strong market need for on-demand charging solutions [7]. - More than 60% of ride-hailing drivers are willing to pay a premium for mobile charging services, reflecting a growing acceptance of the service's value [7][8]. Group 3: Technological Advancements - Future advancements in battery technology and intelligent scheduling algorithms are anticipated to enhance the efficiency and capacity of mobile charging services [8]. - Current mobile charging vehicles can serve 20-30 electric vehicles at once, with potential improvements allowing for servicing over 50 vehicles as technology progresses [8]. - The industry faces challenges related to high operational costs, but advancements in automation and autonomous driving may reduce these costs and improve service delivery [8][9]. Group 4: Industry Perspective - Mobile charging services are viewed as a complementary solution to existing charging networks, filling gaps in emergency charging and areas where traditional charging stations cannot be installed [4][5]. - The shift from "finding a charging station" to "charging stations coming to the vehicle" represents a significant transformation in the electric vehicle charging ecosystem, aligning with the trend of digitalization and smart solutions [9].

Core Points - The article discusses a recent emergency drill conducted by State Grid Liaoning Electric Power to prepare for potential extreme summer electricity demand scenarios [5][6] - The drill simulated four critical failures in the power grid, including transmission line abnormalities and nuclear power plant system failures, highlighting the importance of emergency response capabilities [2][3][4] Group 1: Emergency Drill Overview - The drill was aimed at enhancing emergency response capabilities for the summer peak electricity demand [5] - It involved real-time monitoring and rapid response to simulated power supply crises, demonstrating the effectiveness of smart grid technology [5][6] Group 2: Incident Simulation - The drill simulated a series of alarming scenarios, including a major transmission line blockage and a significant drop in nuclear power output, leading to a power supply shortage [2][3] - The exercise also included a scenario where a regional power grid faced overload and potential collapse, emphasizing the need for coordinated responses [4][5] Group 3: Response and Recovery - Following the alerts, operators quickly coordinated actions such as inter-provincial electricity purchases and load transfers to manage the crisis [5] - The use of intelligent dispatch technology allowed for rapid recovery of the power grid, achieving restoration in minutes rather than hours [5][6]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The smart scheduling system for mining operations aims to enhance efficiency, safety, and resource management through digitalization and automation [2][4] - The system integrates various technologies such as GPS, 4G/5G communication, and AI for real-time monitoring and optimization of mining operations [5][6] - The implementation of smart scheduling can significantly reduce labor intensity and improve operational efficiency by 10%-15% [6] - The system also focuses on minimizing mining risks and enhancing safety protocols by utilizing data analytics and predictive modeling [4][3] Summary by Sections 1. Introduction to Mining Scheduling System - The smart mining production scheduling system is built on a foundation of digitalization, information technology, and intelligent integration, aiming to manage various factors such as production, safety, and resource efficiency [2] - The system allows for real-time adjustments to mining plans based on actual ore extraction and quality data, optimizing production costs and enhancing overall efficiency [3] 2. Functions of the Scheduling System - Real-time monitoring capabilities are established using advanced technologies to track equipment and vehicle locations, improving management efficiency [5][6] - Automatic measurement and statistics are implemented using RFID technology to enhance the accuracy of ore transportation metrics [17] - Intelligent load recognition and health analysis of equipment are conducted to ensure operational efficiency and reduce downtime [20][24] 3. System Construction - The overall design is based on an industrial internet platform that integrates traditional IT systems with cloud services, aiming for a fully automated mining operation [26][30] - Smart sensing technologies are encouraged for comprehensive data collection and real-time monitoring of mining processes [36][38] - The system promotes the use of virtual simulation for optimizing production processes and enhancing decision-making capabilities [51][52] 4. Performance Indicators - Hardware and software performance metrics are established to ensure system reliability, including GPS accuracy and environmental resilience [55]