Group 1 - The company is conducting a thorough inspection of clean heating users in response to the upcoming heating season and recent temperature drops due to continuous rainfall [1][2] - The company emphasizes the importance of low-voltage equipment inspections, focusing on the operational status of distribution transformer areas and ensuring the integrity of connections and switches to prevent overheating and leakage when heating devices are activated [2][3] - The company is proactively monitoring the daily operational status of the power grid, preparing for potential issues during the winter season, and ensuring stable electricity supply for heating needs [2][3] Group 2 - The company is analyzing the potential problems that may arise during the winter operation of the power grid based on daily maintenance observations and is developing preventive measures accordingly [2][3] - The company is committed to ensuring the safety and reliability of electricity supply for heating during the autumn and winter transition [2][3]

Group 1 - The coal sector in China is experiencing strong demand for thermal coal as the country enters the critical winter preparation season in October [1][2] - Significant price increases have been observed in the thermal coal market, with prices in the Yulin region rising by 20 RMB/ton to a range of 595-620 RMB/ton, marking a 3.4% increase since the end of September [2] - The demand for coal is being driven by the need for stockpiling ahead of winter, with major coal-consuming enterprises increasing their procurement activities [3] Group 2 - The domestic coal production is expected to remain tight due to adverse weather conditions and regulatory measures aimed at curbing overproduction, leading to cautious production levels among coal mines [2] - As of early October, coal inventory levels at major power plants in Shandong have decreased, indicating strong demand, with available days of coal supply dropping by 2.87 days compared to the end of September [3] - The overall supply-demand balance in the coal market may initially tighten before showing signs of improvement, with potential price pressures emerging as costs for downstream coal-consuming enterprises rise [3]

另外，光伏设备板块跌幅居前，通润装备跌超9%，阳光能源、海优新材跌约8%；培育钻石板块调整， 力量钻石、黄河旋风、惠丰钻石跌超8%；CPO概念持续走低，仕佳光子跌超18%，中富电路跌超10%。 (格隆汇) A股三大指数早盘集体下跌，截至午盘，沪指跌1%报3877.2点，深成指跌1.99%，创业板指跌2.37%，北 证50跌1.81%。沪深京三市半日成交额11890亿元，较上日缩量340亿元，全市场超4100只个股下跌。 盘面上，黄金股延续涨势，西部黄金涨超5%，山东黄金、中金黄金涨超3%，现货黄金升破4380美元/盎 司，连续5日创新高；煤炭开采加工板块局部活跃，大有能源4连板，安泰集团涨停，迎峰度冬即将启 动，下游电煤补库需求有所增加；银行股逆势上涨，农业银行8连升创历史新高，青岛银行、厦门银行 涨超2%；港口航运板块反弹，海通发展2连板，厦门港务涨停。 ...

秋雨连绵、寒风乍起，煤市则暖意初现。随着今年下半年来最强冷空气10月14日起自北向南横扫我国， 华北、东北等地气温骤降超10℃，"迎峰度冬"这一季节性话题迅速回归资本市场视野。 山东卓创资讯（301299）股份有限公司分析师任慧云对《证券日报》记者表示："整体来看，第四季度 国内动力煤供需关系或维持紧平衡，煤价仍有支撑，或呈现窄幅震荡上行走势。" 任慧云表示，从供应端来看，煤矿生产情况核查工作继续推进，反超产背景下煤矿生产心态整体仍偏谨 慎，行业整体延续边际收缩状态。需求端来看，随着气温下降，北方陆续开始供暖季，而据相关预测， 今年冬季或存冷冬可能，预计"迎峰度冬"旺季需求成色良好，需求韧性较强。 大同证券分析师表示，近期连续雨天不断，煤炭供给受到影响，大秦铁路（601006）检修、终端开启冬 储和非电煤旺季推进，短期看，预计共同支撑煤价走强。 10月15日，A股煤炭板块表现活跃，成为市场中一抹亮色。 业内分析指出，冷空气的提前到来强化了市场对第四季度煤炭需求的预期，加之供应端持续偏紧，煤炭 行业有望迎来供需两旺的冬季行情。 四季度煤炭业供需紧平衡 10月15日，A股煤炭板块延续近期强势表现，多只个股表现亮眼 ...

随着大庆保电任务圆满收官，9月起，国网西藏电力运检工作重心正式切换至秋检预试 阶段。此次秋检周期将持续至11月底，涉及487项检修预试任务，投入作业人员超2700人。 国网西藏电力面对阿里联网、川藏联网等重要跨省跨区断面轮流检修、Ⅲ级作业与五级 及以上电网风险交织、技改大修与配网基建攻坚叠加的多重挑战，公司提前谋划、精准部 署，以全方位举措压实安全责任，全力护航电网平稳运行，为迎峰度冬筑牢坚实屏障。 ▲8月31日，国网昌都供电公司输电运检中心四郎珠扎和贡秋正在对35千伏俄曲线开展 秋季运维检修工作。巴桑次仁/摄 ▲8月31日，国网琼结县供电公司近期全面开展线路秋检工作。 完成柴拉直流14处净空距离不足隐患治理；10月底前完成163项蓄电池组更换及9条风偏、覆 冰雪隐患线路整治；12月底前攻克27条频跳线路难题。 针对冬季季节特点，国网西藏电力提前布局迎峰度冬准备工作。开展输电线路防漂浮 物、防火特巡，组织林芝、昌都等地完善融冰方案并开展演练；强化变电站防冻保温、消防 设施检查维护，加强充油充气设备油位、压力及渗漏检查；排查电厂水工设施安全，做好机 组维护及蓄水储备；在阿里、那曲等重点区域强化中压发电车应急保障 ...