安徽六安：应对寒潮 保冬季电力供应 安徽六安：应对寒潮 保冬季电力供应【2】 安徽六安：应对寒潮 保冬季电力供应【3】 安徽六安：应对寒潮 保冬季电力供应【4】 安徽六安：应对寒潮 保冬季电力供应【5】 安徽六安：应对寒潮 保冬季电力供应【6】 安徽六安：应对寒潮 保冬季电力供应【7】 ...

Core Insights - The energy industry is undergoing a transformation towards low-carbon, clean, and efficient practices, with smart technology seen as a key solution [1][12] - Alibaba Cloud is emerging as a crucial builder of the "smart core" necessary for activating potential scenarios and reconstructing industry value [1][3] Industry Collaboration - Alibaba Cloud has established partnerships with all major state-owned energy enterprises, with 70% already integrating AI technology [3] - The collaboration with State Grid has led to the development of a large-scale cloud computing platform, "State Grid Cloud," which supports the growing demand for intelligent applications in the energy sector [4] Digital Infrastructure - The construction of a unified computing and data infrastructure is recognized as essential for large state-owned enterprises, helping to avoid resource wastage and improve overall efficiency [4] - The Southern Power Grid has successfully implemented a cloud-based dispatch platform, significantly improving load forecasting accuracy to 97.63% [4] AI Integration - AI is becoming a critical variable in reshaping the future of the energy sector, with Alibaba Cloud providing advanced AI models and development platforms [6][9] - The collaboration between State Grid and Alibaba Cloud has resulted in the creation of a multi-modal industry model, enhancing operational efficiency and decision-making processes [6][7] Talent Development - The successful application of AI in the energy sector requires a workforce that understands both AI technology and industry mechanisms, emphasizing the need for skilled talent [10][11] - Initiatives like the "Spark" talent training program aim to enhance AI capabilities among employees in the energy sector [10] Future Outlook - The integration of AI and cloud technology is expected to drive significant advancements in the energy industry, facilitating a transition from digitalization to intelligent operations [12][13] - Alibaba Cloud is positioning itself as a key partner in the global energy transformation, supporting Chinese energy companies in their international expansion efforts [12][13]

来源：新浪证券-红岸工作室 资料显示，龙源电力集团股份有限公司位于北京市西城区阜成门北大街6号(c幢)20层2006室,香港铜锣湾 希慎道33号利园1期19楼1917室，成立日期1993年1月27日，上市日期2022年1月24日，公司主营业务涉 及电力系统及电气设备的技术改造、技术服务和生产维修;与电力相关的新技术、新设备、新材料、新 工艺的研制、开发、生产、成果转让;电站污染物治理;风力发电、节能技术及其他新能源的技术开发、 项目投资管理;进出口业务;电气设备的租赁;与主营业务相关的咨询服务;承办展览会、展销会;机电产 品、化工原料及制品(危险化学品除外)、建筑材料、五金交电、日用百货、汽车配件、电力系统专用车 辆的销售;出租写字间。主营业务收入构成为：电力产品99.22%，其他收入0.78%。 截至9月30日，龙源电力股东户数3.42万，较上期减少16.42%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，龙源电力实现营业收入222.21亿元，同比减少15.67%；归母净利润43.93亿元，同比减 少19.76%。 分红方面，龙源电力A股上市后累计派现59.78亿元。近三年，累计派现47. ...

●1998年至今，四川全口径外送电量已超1.9万亿千瓦时，相当于江苏、浙江、安徽三省全年用电量 之和 ●四川电网跨区跨省外送能力达6260万千瓦，居全国首位 自国家实施"西电东送"以来，四川逐步建成全国重要的清洁能源基地，目前发电总装机约1.5亿千 瓦，其中水电装机约1亿千瓦，占比达三分之二，为持续稳定的清洁能源外送奠定了坚实的电源基础。 1998年至今，四川累计向华中、华东等地外送清洁电能，相当于替代燃煤约5.7亿吨，贡献减排约10.9亿 吨二氧化碳。 近年来，国家电网加大四川电力外送通道建设力度，推动四川成为全国拥有特高压线路最多的省 份。"十四五"以来，雅中—江西、白鹤滩—江苏、白鹤滩—浙江±800千伏特高压直流输变电工程，以及 川渝1000千伏特高压交流输电工程相继建成投运；金沙江上游—湖北特高压工程也将于今年12月投运。 到2025年底，四川电网将通过"八直十二交"网络，与华东、华中、西北、重庆、西藏等区域电网相连， 电力供应保障、电能交换互济、新能源消纳及能源资源配置能力全面提升。 "十四五"以来，四川电力交易中心统筹协调新能源与常规能源发电，实现水火风光同台交易。目 前，四川电力现货市场已进入结 ...

11月18日，南方电网数字电网研究院股份有限公司（简称：南网数字）在深圳证券交易所正式挂牌上 市。上市首日，南网数字开盘上涨261.51%，全天成交量1.77亿股，成交额达33.91亿元。11月19日，南 网数字盘中涨超23%，触发临停，截至收盘涨幅达到29.27%，总市值760亿元。 从6月26日向深交所提交上市申报，到11月18日正式发行上市，南网数字IPO之路仅历时145天，成为创 业板近年来最快实现上市的企业之一。 值得注意的是，南网数字亮眼的营收及利润增速背后，母公司南方电网为其第一大客户。2022年-2024 年，南网数字对南方电网的销售收入占其营业收入比重分别达到92.16%、84.93%和85.88%，对南方电 网及其关联方销售金额占比进一步达到93.70%、86.12%和86.33%。 南方财经记者注意到，就关联交易高企问题，南网数字在回复深交所问询时表示，公司对单一客户南方 电网存在重大依赖，但不存在重大不利影响，这与公司下游客户的竞争格局和市场集中度有关，符合电 力能源行业的运营特征。同时，南网数字表示，公司长期服务于电网数字化转型，与南方电网保持了长 期稳定的良好合作关系，向南方电网销 ...

Core Insights - The commissioning of Chengdu Airport and Huai Prefecture 500 kV substations marks a significant step in the construction of the Chengdu 500 kV three-dimensional double-ring network, enhancing the power supply for the Chengdu-Chongqing economic circle [1][2] - The construction of the substations is part of a broader initiative to improve the grid's capacity to meet the growing electricity demand in the eastern districts of Chengdu, Jianyang, and Jintang County, with an additional capacity of 4.8 million kVA expected [1] - The project has seen effective collaboration between government and enterprises, with the Sichuan provincial government leading the establishment of a power grid task force and signing cooperation agreements to support the construction [1] Group 1 - The two 500 kV substations were put into operation on November 8 and 11, 2023, respectively [1] - The three-dimensional double-ring network consists of a total of 15 substations, with the new substations being part of the "inner seven, outer eight" configuration [1] - The project aims to support the high-quality development of the Chengdu-Chongqing economic circle by providing a robust power supply [1] Group 2 - The construction process involved intricate coordination with existing infrastructure, including high-speed rail and highways, requiring precise execution of the project [2] - New technologies such as mechanized net sealing and visual line laying were introduced, along with the first use of heavy-duty drones for construction in the province [2] - Once the transmission line connecting the Chengdu East 1000 kV substation to the Huai Prefecture 500 kV substation is operational, it will integrate into the Sichuan-Chongqing UHV ring network, facilitating the stable and efficient delivery of clean energy from the Ganzi and Aba regions to Chengdu [2]

11月18日，南方电网数字电网研究院股份有限公司（简称：南网数字）在深圳证券交易所正式挂牌上 市。上市首日，南网数字开盘上涨261.51%，全天成交量1.77亿股，成交额达33.91亿元。11月19日，南 网数字盘中涨超23%，触发临停，截至收盘涨幅达到29.27%，总市值760亿元。 从6月26日向深交所提交上市申报，到11月18日正式发行上市，南网数字IPO之路仅历时145天，成为创 业板近年来最快实现上市的企业之一。 招股书披露，南网数字主营业务主要覆盖电网数字化、企业数字化和数字基础设施三大体系，母公司南 方电网为其第一大客户。2024年，南网数字实现营业收入60.90亿元、净利润5.74亿元。2025年1-9月， 南网数字实现归母净利润1.58亿元，同比增长464.76%。 从整体业务结构看，南网数字的核心业务主要围绕"数字化"展开，电网数字化、企业数字化和数字基础 设施三大业务收入占比在2024年分别达到39.64%、33.77%和25.56%。 具体到产品，企业运营管理系统、云数一体的基础平台和数字电网物联感知设备是南网数字旗下收入前 三的拳头产品，2024年分别实现业务收入148173.60万 ...

南方财经记者郑玮 实习生钟宸 深圳报道 11月18日，南方电网数字电网研究院股份有限公司（简称：南网数字）在深圳证券交易所正式挂牌上 市。上市首日，南网数字开盘上涨261.51%，全天成交量1.77亿股，成交额达33.91亿元。11月19日，南 网数字盘中涨超23%，触发临停，截至收盘涨幅达到29.27%，总市值760亿元。 从6月26日向深交所提交上市申报，到11月18日正式发行上市，南网数字IPO之路仅历时145天，成为创 业板近年来最快实现上市的企业之一。 招股书披露，南网数字主营业务主要覆盖电网数字化、企业数字化和数字基础设施三大体系，母公司南 方电网为其第一大客户。2024年，南网数字实现营业收入60.90亿元、净利润5.74亿元。2025年1-9月， 南网数字实现归母净利润1.58亿元，同比增长464.76%。 南网数字也是继南网能源、南网科技、南网储能后，南方电网培育的第4家上市企业。截至11月19日收 盘，南网数字、南网能源、南网科技和南网储能4家上市公司总市值分别达到760亿元、193亿元、259亿 元和421亿元，南方电网控股上市公司总市值已超千亿元。 从"十五五"规划建议提及"着力构建新 ...

Group 1: Company News - Hezhong China announced that it has completed the investigation regarding abnormal stock trading and will resume trading on November 20, with a significant increase of 256.29% in stock price since October 28 [5][6] - Neusoft Group received a notification from a major domestic automobile manufacturer, designating it as a supplier for intelligent cockpit domain controllers, with an estimated total supply amount of approximately 4.2 billion yuan over a product lifecycle of about six years [6][7] - CICC, Dongxing Securities, and Xinda Securities are planning a major asset restructuring involving a share swap merger, leading to a temporary suspension of their A-share stocks starting November 20 [6][7] - Jiangxi Expressway announced a change in its actual controller from the Jiangxi Provincial Department of Transportation to the Jiangxi State-owned Assets Supervision and Administration Commission, with no change in the shareholding ratio [5][6] - Yiyuan Lithium Energy announced a share swap involving its subsidiary, which will not affect its financial status or operational results [11] Group 2: Industry Insights - The Ministry of Commerce reported that in October, the total retail sales of consumer goods reached 4.63 trillion yuan, a year-on-year increase of 2.9%, with a cumulative total of 41.2 trillion yuan from January to October, reflecting a growth rate of 4.3% [2][3] - The National Energy Administration reported that as of the end of October, the total number of electric vehicle charging facilities in China reached 18.645 million, a year-on-year increase of 54.0% [3][4] - The Ministry of Industry and Information Technology announced that the domestic toy retail market is expected to reach 97.85 billion yuan in 2024, with a growth of 25.5% compared to 2020 [3][4]

湖北能源（000883）(000883.SZ)日前发布公告，其控股股东、实控人三峡集团定增29亿元落地，三峡 集团持股比例由15.75%增至22.87%。湖北能源此次定增募集资金29亿元，将全部用于罗田平坦原抽水 蓄能电站项目。 湖北能源是湖北省能源安全保障平台，主营业务为能源投资、开发与管理，从事的主要业务包括水电、 火电、新能源发电、天然气输销、煤炭物流贸易等。 罗田平坦原抽水蓄能电站位于湖北省黄冈市罗田县九资河镇境内，上水库位于天堂河右岸平坦原林场山 间盆地内，下水库位于天堂河二级电站至四级电站的河段上。公开资料显示，项目规划装机总容量为 140万千瓦，安装4台单机容量35万千瓦的可逆式水泵水轮发电机组，项目总投资额为93.10亿元。 财务数据显示，2025年三季报显示，受水电业务发电量减少、新能源业务利润下滑及煤炭贸易收入下降 影响，2025年前三季度湖北能源经营承压，公司前三季度营业收入为135.21亿元，归母净利润为23.36亿 元。 湖北能源在11月上旬的投资者互动中提及，公司将坚持水火风光多能互补、协同发展。截至2025年三季 度末，公司新增并网装机22.59万千瓦，均为新能源项目，预计202 ...