Energy Sector - China General Nuclear Power Group (CGN) mobilized all projects in Guangdong and Guangxi to implement typhoon prevention measures, ensuring personnel and equipment safety [1] - The Yangjiang Nuclear Power Base maintained a safe status for its six nuclear units and activated emergency response plans, conducting multiple meetings to assess potential impacts from the typhoon [1][2] Manufacturing Sector - Qide New Materials in Jiangmen initiated a comprehensive defense network, conducting inspections and securing key areas such as power distribution rooms and warehouses, resulting in zero losses after the typhoon [2] - Guanhao High-tech in Zhanjiang launched an emergency response, focusing on emergency material preparation and safety training, ensuring no blind spots in typhoon defense [3] Aquaculture Sector - Yuehai Feed actively provided information and assistance to aquaculture farmers before the typhoon, helping them secure their fish and shrimp ponds and prepare for potential disease prevention [3]

当地时间9月23日，扎波罗热核电站发布消息称，核电站因受乌军袭击威胁，切断了最后一条外部供电 线路。 扎波罗热核电站方面表示，核电站已转为依靠备用柴油发电机满足用电需求。 乌克兰能源部23日通报称，当地时间23日16时56分，扎波罗热核电站唯一一条通过乌克兰能源系统供电 的输电线路被切断。乌能源部表示，这严重违反了核电站正常运行的条件。 扎波罗热核电站是欧洲最大核电站之一。2022年2月乌克兰危机全面升级后，俄方控制了扎波罗热核电 站。此后，核电站多次遭到炮击或无人机攻击，引发国际社会对这座核电站安全的忧虑。 ...

9月25日，A股震荡下跌，三大股指走低，有色金属板块拉升，铜产业方向领涨，CRO、游戏等概念股活跃。港股早盘小幅 上涨，科网股多数走高，阿里涨超1%。奇瑞汽车IPO首日涨超10%。债市方面，国债期货继续下跌，30年期主力合约跌 0.3%。商品方面，国内商品期货多数走高，沪铜、集运指数涨幅居前。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3851.71 | -1.93 | -0.05% | | 399001 | 深证成指 | | 13310.88 | -45.26 | -0.34% | | 399006 | 创业板指 | | 3166.26 | -19.31 | -0.61% | | 000300 | 沪深300 | | 4563.16 | -2.91 | -0.06% | | 000016 | Fireso | AN | 2947.28 | 7.78 | 0.26% | | 000680 | 科创综指 | | 1696.35 | 0.45 | 0.03% | | ...

Core Insights - The report highlights that the total electricity consumption in society has exceeded 10 trillion kWh, showing a year-on-year growth of 5.0% [2] Industry Performance - The electricity equipment sector has shown significant performance with a 1-month increase of 17.7%, a 3-month increase of 41.0%, and a 1-year increase of 70.0% [2] - The electronics sector has also performed well, with a 1-month increase of 15.7%, a 3-month increase of 52.6%, and a 1-year increase of 118.4% [2] - The communication sector has seen a 1-month increase of 8.4%, a 3-month increase of 59.0%, and a 1-year increase of 114.4% [2] - The non-bank financial sector has underperformed, with a 1-month decrease of 9.5%, a 3-month increase of 6.3%, and a 1-year increase of 34.4% [2] - The defense and military sector has also seen a decline, with a 1-month decrease of 9.0%, a 3-month increase of 12.6%, and a 1-year increase of 49.0% [2] Electricity Generation Insights - In August, the growth rate of industrial wind power accelerated, while hydropower saw a decline, and the growth rates of thermal, nuclear, and solar power generation slowed down [2] - The report recommends focusing on the thermal power sector, highlighting companies such as Huaneng International, Guodian Power, and Baoneng New Energy as potential investment opportunities [2] - For green electricity, the report suggests prioritizing undervalued green electricity stocks and wind power operators, recommending companies like New Energy and Longyuan Power [2] - The hydropower sector is advised to focus on companies like Yangtze Power and State Power Investment Corporation [2] - The nuclear power sector includes recommendations for China National Nuclear Power and China General Nuclear Power [2]

9月23日下午，随着超强台风"桦加沙"逼近粤海岸线，广东省内多个沿海城市相继按下"暂停键"——各 地分批进入"五停"状态。街灯熄灭、地铁停驶、玻璃幕墙在风里发出低沉的呜咽，城市仿佛被纳入一个 巨大的缓冲系统。 在静默的楼宇、厂房间，有一群人却悄然开启了另一种节奏：他们拖着行李，走进高耸的楼宇大厦与坚 实的厂房，开始一场短暂却也不为人知的值守。 位于江门的奇德新材，旗下保卫救援服务队迅速启动巡检、防护、轮岗的立体防御网。历经36小时连续 作战，台风过境后，厂区设施完好无损，实现零损失。 台风可以暂停一座城市的日常运转，却无法中断资本市场的脉搏。近20家广东省内基金公司内部人士告 诉记者，公司已及时按照最小范围标准，派驻关键岗位核心人员进入办公大楼，保证系统不中断、交易 业务等平稳运行，其他人居家办公。 "我们一再强调，安全第一，所有员工务必注意安全。"华南一家公募人士称，台风期间，10名值班人员 必须留在公司，不得私自外出。除值班人员以外，其他人未经允许不可私自到公司。 系统可以冗余，但信任不能中断。台风期间，多家华南基金公司的APP、官网、官方微信保持高效运 转，投资者可随时查询净值、完成交易；在线客服与热线 ...

来源：央视新闻客户端 扎波罗热核电站方面表示，核电站已转为依靠备用柴油发电机满足用电需求。 乌克兰能源部23日通报称，当地时间2 3日16时56分，扎波罗热核电站唯一一条通过乌克兰能源 系统供电的输电线路被切断。乌能源部表示，这严重违反了核电站正常运行的条件。 扎波罗热核电站是欧洲最大核电站之一。202 2年2月乌克兰危机全面升级后，俄方控制了扎波 罗热核电站。此后，核电站多次遭到炮击或无人机攻击，引发国际社会对这座核电站安全的忧 虑。 扎波罗热核电站因受乌军袭击威胁，切断了最后一条外部供电线路。 当地时间9月23日，扎波罗热核电站发布消息称，核电站因受乌军袭击威胁，切断了最后一条 外部供电线路。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e ne rgy） 编辑丨赵方婷 ...

西子洁能 20250923 摘要 西子节能受益于光热发电成本下降及政策支持，青海地区度电成本已降 至五毛钱左右，并获得标杆电价五毛五，同时，2026 年每千瓦容量补 贴将增加到 330 元，使得熔岩储能收益率超过 7%，经济性显著提升， 预计光热发电领域将带来约 3 亿元利润增长。 发改委鼓励每年建设 3GW 光热发电，西子节能作为主要设备供应商， 专注于吸热器、储热罐和换热器，每吉瓦价值量约 30 亿，公司市占率 保守估计为 20%，预计每年可转化约 3 亿净利润。 熔岩储能技术在火电深度调峰中具有显著优势，通过降低负荷至 10%左 右，实现价差收入和容量补贴收入，一吉瓦时造价约 3.4 亿元，远低于 化学储能成本，且设计寿命长达 30 年，预计火电灵活性改造将带来 3~4 亿元利润增长。 国家发改委要求到 2027 年改造 2~4 亿千瓦的火电容量，已完成初步改 造的 6 亿千瓦火电容量也可以进一步改造成熔盐储能系统，以实现深度 调峰，市场潜力巨大。 Q&A 西子节能的主要业务及其未来发展前景如何？ 西子节能的主要业务是余热锅炉，应用于燃气发电、煤电和工业领域。预计未 来五年内，国外市场尤其是美国和一些发 ...

当地时间9月23日，扎波罗热核电站发布消息称，核电站因受乌军袭击威胁，切断了最后一条外部供电 线路。 扎波罗热核电站方面表示，核电站已转为依靠备用柴油发电机满足用电需求。 乌克兰能源部23日通报称，当地时间23日16时56分，扎波罗热核电站唯一一条通过乌克兰能源系统供电 的输电线路被切断。乌能源部表示，这严重违反了核电站正常运行的条件。 扎波罗热核电站是欧洲最大核电站之一。2022年2月乌克兰危机全面升级后，俄方控制了扎波罗热核电 站。此后，核电站多次遭到炮击或无人机攻击，引发国际社会对这座核电站安全的忧虑。 （文章来源：央视新闻） ...

Group 1 - The "Hualong One" nuclear technology represents China's independent innovation in nuclear power and serves as a national symbol for the country's technological capabilities [2][3] - China General Nuclear Power Group (CGN) has evolved alongside China's reform and opening-up, starting with the construction of the Daya Bay Nuclear Power Plant, and has developed a unique path in clean energy innovation through "introduction, digestion, absorption, and re-innovation" [2] - During the development of "Hualong One," CGN achieved 100% autonomy in over 400 key core technologies, collaborating with more than 5,400 enterprises in the industry chain [2] Group 2 - "Hualong One" is not only a representation of China's nuclear technology but also a significant contribution to global energy transition, providing a reliable and green development solution [2] - The safety philosophy of "nuclear safety is foolproof" has been integrated into every detail of the "Hualong One" project, ensuring its reliability and safety [2]

Core Viewpoint - The article emphasizes the transformative role of smart factories in the global industrial landscape, particularly in China's transition from "Made in China" to "Intelligent Manufacturing in China" through initiatives showcased at the 25th China International Industry Fair [1][15]. Group 1: Smart Factory Development in Shanghai - Shanghai has established itself as a leader in smart factory construction, with 3 national benchmark factories, 19 national demonstration smart factories, and 254 advanced smart factories at the municipal level, leading the country in the number of national smart factories [1][6]. - The city aims to build 200 new smart factories and 20 benchmark factories by 2025, as part of its "20035" initiative, which focuses on comprehensive coverage and significant improvements in core indicators [5][11]. Group 2: Innovations and Exhibitions - The 25th China International Industry Fair featured nearly 300 global debuts, showcasing innovations such as the world's first green methanol integrated demonstration project and a heavy-duty industrial robot with a load capacity of over 5000 kg [1][5]. - Shanghai Electric's green methanol project and the "Harmonious System" by China General Nuclear Power Group highlight significant advancements in zero-carbon fuel and nuclear digital control technology, respectively [3][9]. Group 3: Technological Advancements and Efficiency - Smart factories in Shanghai have reported an average production efficiency increase of 50% and a 30% reduction in operating costs, alongside a 13.8% decrease in energy consumption per unit of added value [11][14]. - The JAKA EVO industrial platform represents a breakthrough in AI and industrial robotics, enhancing operational efficiency across various tasks [8][11]. Group 4: Global Expansion and Competitiveness - JAKA robots have established nine branches globally, serving nearly 100 countries and deploying around 30,000 robots, with a domestic market share of 21.9% [14]. - China's nuclear technology has evolved from minimal capabilities to becoming a leader in the global nuclear power sector, exporting technology to countries like the UK and South Africa [14][15].