"送电！" 20时40分，随着开关合闸的清脆声响，电流如复苏的脉搏，沿着新生的导线奔涌而去。刹那间，岸洲上 村，一扇扇窗户如星辰次第点亮，将沉沉的雨夜温柔撕开。有村民披衣推门，灯光在他惊喜的面庞上跳 跃："亮了，灯亮了！快开空调"那光晕，仿佛一丝丝清凉瞬间熨平了方才被黑暗攥紧的心。 故障现场，断落的导线如垂死的银蛇缠绕在倾倒的松树上。该公司副经理廖琨早已矗立在风雨最前线， 他的强光手电穿透雨幕，快速扫过狼藉的现场："验电挂接地线！树障清理组开路，断线组准备材料， 立杆组同步开挖杆洞——安全第一，动作要快！" 他的声音沉稳如磐石，在呼啸的风雨里为所有抢修队 员筑起一道无形的安全屏障。 雨水如注，狠狠砸在安全帽上。老师傅宋道华紧握油锯，锯齿咬进湿透的松木，沉闷的嘶吼声与风雨交 织。碎木飞溅，巨大的树障在众人合力下被快速清除。抢修人员折除旧电杆及杆上铁附件。新电杆在重 型机械的轰鸣和众人的号子声中，一寸寸顽强立起。杆顶杆下人员协同配合，紧张有序地安装横担、金 具、导线、绝缘子，动作快如闪电。探照灯的光柱刺破厚重的雨帘，照亮了抢修队员肩扛手抬的剪影， 也映亮了脸上雨水与汗水交织的坚毅。 7月7日傍晚，江西省吉安县澧田 ...

报载：最近，江苏省城市足球联赛（以下简称"苏超"）联赛开赛至今，共吸引逾25万人次现场观赛，在 文旅和消费领域掀起层层涟漪，全省服务业用电量同比增长9.3%，这一数据背后，是"苏超"对整个产业 链的深度激活。国网江苏省电力有限公司通过精准监测用电量数据，洞察"苏超"背后巨大的经济带动效 应，解锁了消费市场的新密码。 省电力有限公司那样，继续发挥数据监测的优势，通过对用电量数据的监测和分析，进一步挖掘自身的 经济潜力，清晰看到"苏超"与消费市场之间的紧密联系，助力消费市场的持续繁荣，只有这样，才能为 经济发展贡献更多的力量。 在经济发展的大舞台上，一场体育赛事往往能成为带动消费的强力引擎，江苏省城市足球联赛（"苏 超"）便是这样一股不可小觑的力量，国网江苏省电力有限公司提供的用电量数据，成为了反映这一赛 事影响力的直观指标。从体育产业本身来看，体育场地设施管理单位用电量同比增长8.9%，体育组织 用电量更是猛增18.5%，这源于场馆的高使用率和密集的赛事组织工作。体育用品制造业用电量同比增 长4.5%，进入6月健身休闲场所用电量同比增长15.8%，这些数据表明"苏超"不仅带动了赛事的火热进 行，还促进了体育相关 ...

Group 1 - On July 7, Shenzhen's power grid load reached a historical high of 23.71 million kilowatts, marking a year-on-year increase of 1.70% compared to last year's peak load of 23.32 million kilowatts [1] - The forecast indicates that the highest load for Shenzhen's power grid this year may reach 25.6 million kilowatts, representing a year-on-year growth of 9.8% [1] Group 2 - The Southern Power Grid Shenzhen Supply Bureau has implemented various measures to manage the peak electricity load during the flood season and summer, including detailed load forecasting and risk management [2] - The bureau is enhancing real-time load management and monitoring the operational status of power supply equipment, while also accelerating targeted upgrades in overloaded areas [2] - Collaborative mechanisms between government and enterprises are being strengthened to ensure energy supply and optimize the performance of key power sources [2] - The bureau is focusing on a coordinated approach involving the power grid, supply, and demand sides to ensure stable and reliable electricity supply for Shenzhen's high-quality development [2]

Core Insights - The Guangdong Power Grid Company has reached a new peak load of 15,974 megawatts on July 7, 2023, representing a 1.94% increase compared to the highest load in 2024 [1][3] - The company has completed 11 key projects in the main grid this year to ensure reliable power supply during the summer peak [3] Group 1: Power Supply and Infrastructure - As of June 30, 2023, the Guangdong Power Grid Company has completed 57 main grid projects, including the connection project for the 500 kV Maoming Boge Power Plant units 3 and 4, and the second phase of the Guangdong West Grid Optimization project [3] - The company has also enhanced the reliability of the distribution network, completing over 11,000 distribution network projects in the first half of the year, a 27% increase year-on-year [3] - The installed capacity of newly commissioned transformers has increased by 84% year-on-year, and the length of newly commissioned medium-voltage lines has increased by 60%, marking the highest number of distribution network projects completed in the past five years [3] Group 2: Load Forecast and Management - The maximum load for the city during the summer peak is expected to exceed 5.5 million kilowatts, reflecting a year-on-year growth of 5.4% [4] - The Qingyuan Power Supply Bureau has successfully completed the expansion of five substations, which will effectively address supply bottlenecks [4]

Market Overview - Today's trading volume was below 1.3 trillion, a decrease of 200 billion, primarily due to the implementation of new quantitative regulations, leading to cautious behavior among market participants [1] - The market is currently experiencing a "burning money war" among major food delivery platforms, with Alibaba, Meituan, and JD.com showing significant stock price declines at the market open [3][4] Company Performance - Meituan experienced the largest decline among the three companies, dropping over 4%, while Alibaba and JD.com fell by 2.5% and 1.7%, respectively [3][4] - Despite the initial declines, Meituan's stock showed resilience, with a recovery after half an hour of trading [4] - The market has already factored in the impact of the "burning money" strategy, with Alibaba and Meituan's stock prices down 30% and 35% from their highs over the past four months [7] Investment Trends - There was a notable net inflow of over 12 billion from southbound funds, marking the first time since May 27 that net purchases exceeded 10 billion [5] - The market is advised to maintain a balanced investment approach, considering the potential for a prolonged battle among internet giants and the need for a higher margin of safety in dividend stocks [7] Industry Insights - The competition among internet giants is primarily for traffic entry points, with Tencent being highlighted as the strongest player in this regard, showing a rebound of over 1% today [8] - The recent surge in tea beverage companies, driven by subsidies, has resulted in significant stock price increases for brands like Nayuki and Heytea, with gains of up to 11.04% [12][13] Sector Analysis - The electricity sector is gaining attention due to record-high power loads, with the national grid reaching 1.465 billion kilowatts, a year-on-year increase of nearly 150 million kilowatts [20] - The public utility ETF has recovered to break even, indicating a potential undervaluation in the electricity sector, which has lagged behind other dividend sectors [21][22]

Industry News - The National Energy Administration reported that the national electricity load reached a record high of 1.465 billion kilowatts on July 4, an increase of approximately 200 million kilowatts compared to the end of June, marking a year-on-year growth of nearly 150 million kilowatts [3] - The Ministry of Commerce announced that the total sales of electric bicycles through trade-in programs reached 24.77 billion yuan in the first half of the year, with a month-on-month growth rate of 113.5% [3] - China's largest medium and shallow coalbed methane field, the Shanxi Qinxin Coalbed Methane Field, has surpassed a cumulative gas production of 20 billion cubic meters, becoming the first coalbed methane field in the country to achieve this milestone [3] Corporate News - The Zhejiang Beilun Power Plant, the largest under construction in China, successfully put its 8th unit into operation after 168 hours of full-load testing, enhancing electricity supply during high-temperature weather [5] - The second phase of the largest integrated solar energy, power storage, and charging station project in China's offshore oil and gas equipment manufacturing sector has been fully operational, marking a significant breakthrough in green development [6] - The world's first set of 130-ton ultra-heavy mining equipment has been developed and launched by the Taiyuan Research Institute of China Coal Technology and Engineering Group, overcoming technical challenges in the safe and efficient transportation of mining equipment [7] Local News - The Yunnan Electric Power Company reported that the electricity market transaction volume in Yunnan exceeded 100 billion kilowatt-hours in the first half of the year, reaching 105.26 billion kilowatt-hours, a year-on-year increase of 6.2% [9] International News - Eight major oil-producing countries have decided to increase production by 548,000 barrels per day in August, as announced by OPEC [10] - The Czech Republic's electricity supply is gradually recovering after a major outage affected eight substations, with no indications of a cyber attack or terrorism [11] - Ecuador's national oil company announced a temporary halt to oil exports due to an emergency situation with the cross-Ecuador pipeline system, resulting in a production decrease of 132,505 barrels in the first two days of July [12]

Group 1: Industry Insights - The first batch of 10 Sci-Tech Bond ETFs was issued, with several products sold out by 2 PM on the same day, indicating strong institutional interest [1] - Global new ship orders have decreased by 54% year-on-year, with the newbuilding price index down by 1%, while the container ship market remains active [1] - The DRAM market is expected to see a price increase of 10% to 15% in Q3 2025, driven by a shift in production capacity towards high-end products and seasonal demand [1] Group 2: Company Developments - 60% of power bank companies operate on an OEM model, leading to quality control issues and intense price competition in the industry [2] - The price of certified power banks has doubled to 289 yuan following new regulations, with some products lacking certification still available in the market [2] - Beijing Pop Mart Culture and Creative Co., Ltd. has applied for the "LAFUFU" trademark as a defensive measure against infringement [3][4] - Changxin Storage has initiated its listing guidance with the assistance of Zhongjin and CITIC Securities [4] - Star Era, a company specializing in embodied intelligent robots, has completed nearly 500 million yuan in Series A financing [5] - Huatai Automobile Group has been executed for over 500 million yuan due to legal issues [6] - Zongmu Technology has been listed as operating abnormally due to failure to publish annual reports on time [6] - KQPay was fined 6.25 million yuan for violating clearing management regulations [7] - Jinfa Technology has received approval for a medium-term note registration of 4 billion yuan [7] - Ankai Bus reported a 37.88% year-on-year increase in vehicle sales for June [8] - Wanhui High-tech expects a net profit increase of 81.34% to 104.48% for the first half of 2025 [9] - Xianggang Technology anticipates a net profit increase of 410% to 478% for the first half of 2025 [10] - Longxin General expects a net profit increase of 70.52% to 90.03% for the first half of 2025 [12] - Lexin Technology forecasts a net profit increase of 76.08% to 117.90% for the first half of 2025 [13] - ILE Home expects a net profit increase of 76.08% to 117.90% for the first half of 2025 [14] - Rockchip anticipates a net profit increase of 185% to 195% for the first half of 2025 [15] Group 3: Market Performance - The ChiNext index fell by 1.21% amid market fluctuations, with a total trading volume of 1.21 trillion yuan, down by 219.9 billion yuan from the previous trading day [16]

Group 1 - Canaan Power (870299) experienced an increase of 8.70% in stock price with a turnover rate of 33.99% and a trading volume of 387 million yuan, showing a volatility of 11.53% [2] - The stock was listed on the daily trading board due to its turnover rate, with a net selling amount of 19.65 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 83.18 million yuan, with a buying amount of 31.76 million yuan and a selling amount of 51.41 million yuan, resulting in a net selling of 19.65 million yuan [2] Group 2 - The largest buying brokerage was Dongfang Caifu Securities, Lhasa East Ring Road First Securities Office, with a buying amount of 7.61 million yuan, while the largest selling brokerage was Guoxin Securities, Shenzhen Hongling Middle Road Securities Office, with a selling amount of 10.58 million yuan [2] - Over the past six months, Canaan Power has appeared on the trading board seven times, with an average price drop of 2.89% the day after being listed and an average drop of 2.56% over the following five days [2]

Group 1 - Institutions ranked 24 stocks today, with net purchases in 9 stocks and net sales in 15 stocks [1] - The top three stocks with the highest institutional purchases were Qingdao King (94.49 million), Yihau New Materials (62.31 million), and Hangzhou Garden (34.229 million) [1] - Qingdao King saw a net purchase of 94.49 million from three institutions, and the company is expanding its cross-border e-commerce business through the WeChat mini-program "Zhongzhuang Youxuan" and online channels like Douyin and Tmall [3] Group 2 - The electricity supply-demand analysis report by the State Grid Energy Research Institute predicts a tight balance in electricity supply during the peak summer period in 2025, with a maximum shortfall of approximately 25 million kilowatts, which could be reduced to around 10 million kilowatts with inter-provincial support [4] - The report indicates that extreme weather could further exacerbate electricity shortages during peak usage times [4] - In the electronic fabric sector, Tianfeng Securities notes that the recent increase in computing power expectations is likely to continue driving high demand for special electronic fabrics, with traditional products stabilizing after reaching a cyclical bottom [5]

Core Viewpoint - The Gansu Electric Power Company focuses on enhancing power supply services and support for enterprises, aiming to improve the business environment and promote economic stability and development [1][4]. Group 1: Project Acceleration and Support - The Gansu Electric Power Company has significantly reduced the electricity connection process for key projects, cutting the reporting time by 50% and the approval time to 15 working days [2][4]. - The Gansu Jinsha River Grain Processing and Storage Project, with a storage capacity of 200,000 tons, is set to begin production in October 2023, eight months ahead of schedule, thanks to the company's efficient service [2]. - The project is expected to generate an annual output value of over 1.5 billion yuan and provide more than 400 direct jobs [2]. Group 2: Business Environment Improvement - The company has implemented a "one certificate for electricity" policy and reduced electricity connection costs for small and micro enterprises, saving them over 5 billion yuan since 2021 [4]. - The average time for high and low voltage customers to complete the electricity connection process has been reduced by over 80%, achieving a compliance rate of 99.9% [4]. Group 3: Energy Efficiency Services - The company provides tailored energy efficiency services, including energy consumption analysis and optimization recommendations, to help enterprises reduce electricity costs [5][7]. - The Gansu Electric Power Company has introduced a "smart electricity bill" that offers peak and valley analysis, aiding companies in understanding their electricity usage [5]. Group 4: Comprehensive Support for Enterprises - The company offers full-process follow-up services from project negotiation to production, addressing technical challenges and providing strong power supply guarantees [10]. - The company aims to enhance the business environment in Gansu, striving for a leading position in the western region and a strong national presence [10].