Group 1 - The national power load has reached a historical high, with the maximum load hitting 1.233 billion kilowatts, an increase of 53 million kilowatts compared to last year's peak of 1.180 billion kilowatts [1] - Companies in the power sector are actively working to ensure energy supply during the summer peak, with various projects underway to upgrade and enhance power grid infrastructure [1] - Sichuan Xichang Electric Power Co., Ltd. has strengthened its regional grid connections, enhancing power delivery capacity to meet the rising electricity demand [2] Group 2 - Shenzhen Zhaoneng New Energy Co., Ltd. is fully operational at its solar power stations in Anhui, contributing to regional power supply during peak demand [2] - The market is increasingly focused on power transmission, virtual power plants, and energy storage companies as summer peak electricity demand rises [2] - Shanghai Electric Power Co., Ltd. has seen its stock price reach a recent high, benefiting from its early involvement in virtual power plant services and energy management [3] Group 3 - Longxin Technology Group has connected millions of commercial electricity users and distributed solar power stations, facilitating electricity transactions during peak demand periods [3] - Experts predict that the demand for power transmission, seasonal adjustment, and energy storage will continue to grow, driving the development of related industries and increasing the share of renewable energy [3]

Core Insights - The Qinghai-Tibet DC Interconnection Project is a significant infrastructure initiative aimed at enhancing electricity transmission to and from Tibet, facilitating power delivery during both wet and dry seasons [1] Group 1: Project Progress - The installation of the third new converter transformer at the ±400 kV Qaidam Converter Station has been successfully completed, marking a milestone in the second phase of the Qinghai-Tibet DC Interconnection Project [1] - The electrical equipment installation progress for the second phase of the project has surpassed 50%, indicating substantial advancement [1] Group 2: Project Significance - The Qinghai-Tibet DC Interconnection Project serves as the first "electricity highway" to Tibet, providing a green channel for electricity transmission [1] - The second phase of the Qaidam Converter Station expansion project commenced construction in May 2024 and is scheduled to be operational by September of the same year, representing the first expansion of an already operational DC converter station in China [1]