■核心提示 今年是西藏自治区成立60周年，在这片绽放新生的雪域高原上，有一份来自中原大地的深厚情谊。河南与西 藏，从中原腹地到世界屋脊，一场跨越山河的双向奔赴正在书写：从点亮万家灯火的"电力天路"到田间地头 传授技术的农业专家，从助力高原重大工程的中原盾构到20余年接力支教的青年力量……这份绵延不断的豫 藏情缘，正是全国支援西藏、共同谱写中国式现代化的绚丽雪域篇章的生动写照。本报特推出一组报道，记 录这段跨越千山万水、情系世界屋脊、传递深情厚谊的协作实践。 世界海拔最高 河南承建拉萨换流站扩建工程全面竣工 "天路"送电照万家 初秋的青藏高原，清风送爽。拉萨的大街小巷披红挂彩，处处洋溢着庆祝西藏自治区成立60周年的喜悦氛 围。 这份喜悦，同样涌动在拉萨±400千伏换流站的每一个角落。距离拉萨市区一个半小时车程，就抵达首条通往 西藏的"电力天路"——青藏直流联网工程的受端站。值此庆祝活动之际，该站传来重大喜讯：8月20日，由国 网河南省电力公司承建的拉萨±400千伏换流站扩建工程（以下简称"拉萨扩工程"）全面竣工，为下一步启动 直流站系统带电调试、9月底投入运行奠定坚实基础。 "一年多以来，我们全力应对雪域高原高 ...

在"双碳"战略深入推进、"十五五"即将谋篇布局的重要节点，四川省如何加快构建新型电力系统，推动 能源电力事业更高质量发展?8月20日，一场聚焦时代课题、凝聚智慧共识的学术盛会——"2025兴隆湖 能源电力高峰对话"在成都市兴隆湖畔举行。 据悉，本次活动以"碳达峰目标下能源高质量发展——新型电力系统建设的目标、技术、路径"为主题， 由清华四川能源互联网研究院与四川省电力行业协会联合主办，并得到四川省电机工程学会、成都电力 行业协会、中国电机工程学会能源互联网专委会、天府永兴实验室和四川省新型电力系统研究院等单位 的大力支持。活动期间，来自省市区相关部门的负责同志，以及在川能源电力企业、高等院校、科研院 所的专家学者、行业代表等400余人齐聚一堂，共同为四川加快构建新型电力系统建言献策。 开幕式由清华四川能源互联网研究院常务副院长鲁宗相主持。中国科学院院士、中国电力科学研究院有 限公司名誉院长周孝信，四川省能源局副局长曾光，国网四川省电力公司总工程师胡朝华，清华大学党 委常委、常务副校长曾嵘先后致辞，从战略高度、政策导向、产业实践以及学术前沿等方面系统阐述四 川构建新型电力系统的方向与路径。 胡朝华介绍了国网四川 ...

Group 1 - Southern Power Grid collaborates with Huawei to create the first self-innovated large model "Dawatt" in the power industry, enabling large-scale applications of AI in various scenarios such as grid section control, intelligent inspection of transmission lines, intelligent customer service, and AI4S current simulation [1] - The integration of AI in the power sector is seen as a key variable in reshaping the energy landscape, with AI technologies injecting new momentum into the construction of new power systems [2] - Huawei's AI-driven intelligent scientific computing system, exemplified by the "Yudian" intelligent simulation model, has achieved a significant breakthrough in the power industry's intelligent scientific computing, ensuring the safe and stable operation of large power grids [2][3] Group 2 - Huawei's innovative practices in smart distribution networks have led to the automatic detection of distribution network faults and improved management efficiency, showcasing its leading advantages in AI technology [3] - The joint solution for short-term power forecasting using AI models has achieved a prediction accuracy of 97.24% for 15 minutes and 91.72% for 4 hours, significantly reducing operational costs for wind and solar power plants [3] - The ISDP platform developed by Huawei enhances on-site operational efficiency by integrating digitalization and safety standards into the workflow, widely applied in Guangxi's power enterprises [4] Group 3 - By the end of 2024, Guangxi's installed capacity of renewable energy is expected to reach 42.01 million kilowatts, accounting for 43.9% of the total installed capacity in the region, marking it as the largest power source in Guangxi [5] - Huawei emphasizes the importance of communication networks in achieving high-quality data integration with AI, proposing a dual-plane communication architecture to meet the core demands of power grid management [5][6] - The introduction of next-generation intelligent data communication networks based on "IPv6+" aims to enhance operational safety and efficiency through advanced technologies [6][7] Group 4 - Huawei's low-voltage communication solutions aim to achieve transparency in 400V systems, addressing the challenges posed by distributed renewable energy and electric vehicles [7] - Continuous investment in R&D for 400V transparency innovations is being pursued by Huawei in Guangxi, supporting the construction of a new power system communication target network [7][8] - Talent cultivation is identified as a critical factor for the successful digital transformation of the power industry, with Huawei providing training across various talent categories [8][9] Group 5 - The construction of new power systems presents new requirements for digitalization, with Huawei committed to building a safe, flexible, and efficient new energy system in Guangxi [10]

Key Points - The top three stocks with net inflows from southbound funds are Yingfu Fund (02800) with 7.071 billion, Hang Seng China Enterprises (02828) with 3.310 billion, and Southern Hang Seng Technology (03033) with 1.714 billion [1] - The top three stocks with net outflows are Dongfang Zhenxuan (01797) with -0.578 billion, SMIC (00981) with -0.487 billion, and Leap Motor (09863) with -0.363 billion [1] - In terms of net inflow ratio, Qin Port Co. (03369) leads with 67.83%, followed by Honghua Smart Energy (01083) at 63.98%, and Anhui Wanshan Expressway (00995) at 58.06% [1] - The top three stocks with the highest net outflow ratios are Kangji Medical (09997) at -68.79%, China Power (02380) at -43.21%, and Poly Property Group (00119) at -41.60% [1] Net Inflow Rankings - Yingfu Fund (02800) had a net inflow of 7.071 billion with a net inflow ratio of 32.30% and a closing price of 25.620 [2] - Hang Seng China Enterprises (02828) saw a net inflow of 3.310 billion with a net inflow ratio of 29.79% and a closing price of 92.060 [2] - Southern Hang Seng Technology (03033) recorded a net inflow of 1.714 billion with a net inflow ratio of 29.36% and a closing price of 5.445 [2] Net Outflow Rankings - Dongfang Zhenxuan (01797) experienced a net outflow of -0.578 billion with a net outflow ratio of -6.16% and a closing price of 34.320 [2] - SMIC (00981) had a net outflow of -0.487 billion with a net outflow ratio of -12.37% and a closing price of 50.050 [2] - Leap Motor (09863) faced a net outflow of -0.363 billion with a net outflow ratio of -15.93% and a closing price of 73.350 [2] Additional Net Inflow Ratios - Qin Port Co. (03369) had a net inflow ratio of 67.83% with a net inflow of 565,800 and a closing price of 2.250 [3] - Honghua Smart Energy (01083) recorded a net inflow ratio of 63.98% with a net inflow of 57,090 and a closing price of 3.930 [3] - Anhui Wanshan Expressway (00995) achieved a net inflow ratio of 58.06% with a net inflow of 5,090 and a closing price of 12.200 [3] Additional Net Outflow Ratios - Kangji Medical (09997) had a net outflow ratio of -68.79% with a net outflow of -42,833.5 and a closing price of 8.700 [3] - China Power (02380) recorded a net outflow ratio of -43.21% with a net outflow of -45,233.1 and a closing price of 3.140 [3] - Poly Property Group (00119) faced a net outflow ratio of -41.60% with a net outflow of -13,472.1 and a closing price of 1.630 [3]

公司方面，据华西证券表示 配网/虚拟电厂：东方电子； 据央视财经8月21日报道，国家能源局今天对外发布了7月全社会用电量，达1.02万亿千瓦时，同比增长 8.6%。比十年前翻了一番，相当于东盟国家全年的用电量。突破万亿千瓦时大关，属全球首次。 报道指出，河南、陕西、山东等省居民生活用电量同比增长超过30%。从7月数据来看，新能源占比显 著提升，风电、太阳能、生物质发电量快速增加，占比接近总量的四分之一，体现出我国能源绿色转型 的步伐正在加快。 点评：华西证券指出，2023年国家电网电网投资额超5200亿元，2024年超6000亿元，2025年预计超6500 亿元，投资力度持续加大。加大电网投资包括建设特高压、提升区域电网互联互通能力、部署智能电网 技术等是促进新能源消纳、提升电力系统灵活性和韧性，将为新型电力系统建设提供重要支撑。 华泰证券指出，在新能源大规模并网和新型电力系统加速建设的背景之下，国家通过多项政策对电网调 度能力的优化提出了明确要求。 如2024年12月发布的《电力系统调节能力优化专项行动实施方案（2025-2027年）》要求电力调度机构 通过智能化改造实现各类调节资源分级精细化管理。 在分布 ...

格隆汇8月22日丨根据联交所最新权益披露资料显示，2025年8月20日，中广核电力(01816.HK)获中信证券资产管理有限公司在场内以每股均价3.1547港元增 持1044.6万股，涉资约3295.4万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | --- | | | 原因 股份數目 | | | ( 請参関上述 * 註 有投票權股 期 (日 / 月 / 份權益 | | | | | | 份自分比 年) | | | | | | (% | | CS20250821E00003 | 中信证券资产管理有限公司 1101(L) | 10,446,000(L) | HKD 3.1547 | 1,350,069,000(L) 12.09(L)20/08/2025 | | 股份代號: | 01816 | | --- | --- | | 上市法國名稱: | 中國廣核電力股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 22/07/20 ...

吉电股份（SZ 000875，收盘价：5.32元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约65.69亿元，同比减少4.63%；归属于上市公司股东的净利润约7.26亿元，同比减少33.72%；基本每股 收益0.2元，同比减少48.72%。 （文章来源：每日经济新闻） ...

郴电国际（SH 600969，收盘价：7.59元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收入 约19.57亿元，同比增加1.26%；归属于上市公司股东的净利润约2592万元，同比增加29.55%；基本每股 收益0.07元，同比增加29.39%。 （文章来源：每日经济新闻） ...

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 48.3亿 | 41.55 亿 | -13.99% | | 归母浄利润（元） | 14.37 乙 | 11.88 Z | -17.37% | | 扣非净利润(元) | 14.42 Z | 26.11 | -17.51% | | 货币资金(元) | 14.18亿 | 12.5亿 | -11.86% | | 应收账款(元) | 23.41亿 | 23.58亿 | 0.71% | | 有息负债(元) | 222.94亿 | 226.39亿 | 1.55% | | 毛利率 | 48.95% | 49.43% | 0.98% | | 净利率 | 34.00% | 32.84% | -3.39% | | 三费占营收比 | | | | | 每股净资产 (元) | 2.18 | 2.23 | 1.94% | | 每股收益(元) | 0.18 | 0.15 | -16.67% | | 每股经营性现金流(元) | 0.37 | 0.37 | 0.88% | 财务报表中对有大幅变动的财务 ...

2025年8月22日 tial and 点击蓝字 关注" 中国电力报 " ▲ 近日,中国电力企业联合会2024年度风电、光伏全国 生产运行统计指标对标结果公布，其中，华电新疆公司 管辖32个新能源场站获评行业优胜场站。图为雪湖风电 场。 高翔 摄 01 行业新闻 ●中国月度用电量首破万亿大关，全球属首次。据央视财经消息，全社会用电量7月历史性突破万亿千瓦时大关，这在全球也属首次。国家能源局今天对 外发布了7月全社会用电量，达1.02万亿千瓦时，同比增长8.6%。比十年前翻了一番，相当于东盟国家全年的用电量。多轮高温天气与工业生产稳中向 好，共同带动用电量较快增长。查看详情→ ●国家能源局：7月份全社会用电量同比增长8.6%。8月21日，国家能源局发布7月份全社会用电量等数据。7月份，全社会用电量10226亿千瓦时，同比增 长8.6%。从分产业用电看，第一产业用电量170亿千瓦时，同比增长20.2%；第二产业用电量5936亿千瓦时，同比增长4.7%；第三产业用电量2081亿千瓦 时，同比增长10.7%；城乡居民生活用电量2039亿千瓦时，同比增长18.0%。查看详情→ ●前7个月国家铁路发送煤炭11.96亿吨。 ...