在传统电力运维工作中，人工巡检压力大、设备故障预警不及时是常见难题。为破解这些问题，内蒙古 电力集团乌兰察布供电公司修试管理处引入了变电站智能辅助监控系统，推动电网运维从"出了问题再 处理"的被动响应模式，转变为"提前预防、主动管控"的新模式，为提升电力服务质量和效率增添了新 动力。 这个智能辅助监控系统，就像变电站里的"隐形管家"和"神经末梢"。它不直接参与电网核心设备的运 行，却默默守护着整个电力系统的安全稳定，助力变电站实现从"粗放管理"到"智能管控"的升级，让高 压设备这些"主角"能更稳定地工作。 该系统包含图像监视、安全警卫、火灾报警、在线监测等6个子系统，管理范围十分广泛。小到变电站 内温湿度的细微变化、SF6气体浓度的波动，大到非法入侵预警、火灾隐患监测，甚至站内灯光、通风 风机的启停，都在它的监控和控制范围内。 精准捕捉变化，做设备的"敏感神经" 设备稳定运行离不开良好的环境。系统中的环境监控子系统，通过遍布变电站的传感器网络，实时监测 温湿度、SF6气体浓度、水位、微气象等数据，数据精度能达到±0.5℃。一旦监测到数据超出正常阈 值，传感器会立刻触发预警，为设备安全筑起第一道防护线。 快速应 ...

Summary of Key Points Core Viewpoint - In the recent trading period from September 1 to September 5, a total of 33 companies experienced significant shareholder increases, with a cumulative increase of 393 million shares and a total investment of 6.151 billion yuan. Conversely, 160 companies saw shareholder reductions totaling 9.951 billion yuan [1]. Group 1: Shareholder Activity - The top three companies with the highest increase in shareholder investment were Gree Electric Appliances, with an increase of 41.86 million shares and an investment of 1.897 billion yuan; Yangtze Power, with 41.15 million shares and 1.164 billion yuan; and Chongqing Bank, with 55.6 million yuan [1]. - Three companies had shareholders increase their stakes more than twice in the past five days: Chengdu Bank, Xue Tian Salt Industry, and Jiaoda Sino [1]. - The distribution of shareholder increases showed that 2 companies were from the ChiNext board, 27 from the main board, and 4 from the Sci-Tech Innovation board, with the main board accounting for the majority of the investment [1]. Group 2: Market Performance - The average stock price of companies with shareholder increases fell by 1.80% over the past five days, underperforming the Shanghai Composite Index [2]. - Notable gainers included Nanfang Network Energy, Xue Tian Salt Industry, and Sailun Tire, with increases of 7.38%, 5.42%, and 4.94%, respectively [2]. - The companies with the largest net outflows included Gree Electric Appliances and Kweichow Moutai, with outflows of 1.010 billion yuan and 474 million yuan, respectively [2]. Group 3: Detailed Company Data - A detailed list of companies with shareholder increases included Gree Electric Appliances (41.86 million shares, 1.897 billion yuan, -2.91%), Yangtze Power (41.15 million shares, 1.164 billion yuan, -0.07%), and Chongqing Bank (52 million shares, 556.4 million yuan, -2.44%) [2][3]. - Other companies with significant shareholder increases included Chengdu Bank, Xue Tian Salt Industry, and Nanfang Network Energy, with respective increases and performance metrics detailed [3][4].

0.0054秒，1616公里，来自宁夏的电力抵达湖南。8月20日，我国首个获得核准的"沙戈荒"新能源外送 工程宁夏—湖南±800千伏特高压直流输电工程（以下简称"'宁电入湘'工程"）投产送电，每年可从宁夏 向湖南输送电量超360亿千瓦时，满足超1000万户家庭一年的用电需求。 习近平总书记强调，加快建设新型能源体系，做大做强一批国家重要能源基地。加强管网互联互通，提 升"西电东送"能力。"宁电入湘"工程是以输送沙漠、戈壁、荒漠大型风电光伏基地新能源为主的外送特 高压直流通道，也是我国今年投产送电的第三条特高压直流输电工程，对于推动宁夏能源资源开发外 送、促进清洁能源大范围优化配置、提高电力供应保障能力具有重要意义。 跨越千里的电力"高速公路"是如何工作的？将塞上"风光"转化成源源不断的稳定电力"闪送"千里之外， 需要克服哪些技术难题？它的投运给湖南乃至全国的电力资源配置带来哪些影响？让我们一起走近"宁 电入湘"工程。 容量大、距离远、效率高，因地制宜定制方案应对复杂地质条件 宁夏中卫市，阳光充足、风力强劲，是发展新能源的天然宝地。在广袤的沙漠、戈壁、荒漠上，一块块 光伏发电板、一座座风力发电机凝聚"风光"之力 ...

Macro - China's foreign exchange reserves increased by 0.91% in August, reaching $332.2154 billion, with a rise of $29.9 billion from July [1] - The People's Bank of China has increased its gold holdings for the 10th consecutive month, with gold prices rising over 30% this year, reaching a historical high of $3,600 per ounce [1] - The U.S. non-farm payrolls for August recorded only 22,000 jobs added, significantly below the expected 75,000, indicating a deterioration in the labor market [4] - Following the non-farm payroll report, the market anticipates a 25 basis point rate cut by the Federal Reserve in its upcoming policy meeting [4] Market - New regulations on public fund sales have been introduced, reducing investor costs by approximately 30 billion yuan annually, a decrease of about 34% [2] - The revised rules aim to simplify and unify redemption fee structures, increasing the cost of short-term speculation for investors [2] Policy Focus - Recent policy adjustments in major cities like Shenzhen are expected to boost real estate transaction volumes in Q4, as the market anticipates a rebound [9] - The deep space economy framework has been established, with projections indicating that the global deep space economy could reach a trillion-dollar scale by 2040 [11] Company News - Ji Electric received 913 million yuan in renewable energy subsidies in August [12] - Gansu Energy's 2×1000 MW coal-fired unit expansion project has commenced commercial operations [14] - Junshi Biosciences achieved primary research endpoints in its Phase III clinical study for IL-17A monoclonal antibody treatment for moderate to severe plaque psoriasis [14]

事件描述 得益于装机增长的拉动，上半年风电和光伏分别完成上网电量26.14 亿千瓦时、19.74 亿千瓦时，同比分 别增长0.85%、88.90%，其中风电增幅较弱主要受到一季度沿海地区海风强度同比减弱影响。但新增装 机的投产也推高了折旧、运维等各项成本，上半年公司可再生能源板块营业成本同比增长22.41%，远 高于收入增幅。因此，上半年公司新能源业务实现归母净利润1.03 亿元，同比减少48.15%。此外，投 资收益的明显下降也共同压制了公司业绩表现，上半年公司实现投资收益4.14 亿元，同比降低 24.16%。综合来看，公司火电及清洁能源板块均明显承压，叠加投资收益贡献同比下降，上半年公司 实现归母净利润0.32 亿元，同比降低96.40%。单二季度来看，随着二季度煤炭成本降幅扩大、新增发 电产能释放以及风况的边际改善，公司盈利能力有所修复，二季度公司实现归母净利润4.15 亿元，同比 减少46.52%，但环比一季度扭亏为盈。 投资建议与估值：根据公司最新财务数据，我们调整盈利预测，预计公司2025-2027 年EPS 分别为0.11 元、0.22 元和0.30 元，对应PE 分别为43.02 倍和20. ...

Key Points - The core viewpoint of the article highlights significant developments in the financial and investment sectors, including regulatory changes, market adjustments, and company-specific news that could impact investment strategies and opportunities. Group 1: Regulatory and Economic Developments - The China Securities Regulatory Commission (CSRC) has released revised regulations on public fund sales fees, marking the final step in a phased fee reform, which is expected to benefit investors by over 50 billion yuan annually [4] - The People's Bank of China reported that as of the end of August, the country's gold reserves increased to 74.02 million ounces, marking the tenth consecutive month of gold accumulation [4] - China's foreign exchange reserves rose to 33,222 billion USD by the end of August, an increase of 29.9 billion USD from the previous month, reflecting a growth rate of 0.91% [4] Group 2: Market Adjustments and Company News - The Hang Seng Index will see the addition of China Telecom, JD Logistics, and Pop Mart as component stocks, effective September 8, increasing the total number of component stocks from 85 to 88 [4] - The U.S. non-farm payrolls increased by 22,000 in August, significantly below market expectations of 75,000, indicating potential economic slowdown [5] - Shenzhen has introduced new housing market policies aimed at optimizing housing purchase restrictions and personal housing credit policies [5] Group 3: Company-Specific Developments - Zhaoxin Co. reported that its largest shareholder did not trade shares during periods of unusual stock price fluctuations [8] - Tianji Co. is gaining attention in the solid-state battery sector, with its subsidiary obtaining patents for lithium sulfide materials [8] - Sunfar Group sold 166,400 pigs in August, generating sales revenue of 285 million yuan [8] - Tianbang Foods reported sales of 529,700 pigs in August, with a revenue of 621 million yuan [8] - ST Pawa received a notice from the CSRC regarding an investigation [8] - Junshi Biosciences achieved primary research endpoints in a Phase III clinical trial for a treatment of moderate to severe plaque psoriasis [8]

Core Viewpoint - China's energy development during the "14th Five-Year Plan" has achieved significant breakthroughs, ensuring energy security for over 1.4 billion people and promoting green and low-carbon development, which supports high-quality economic growth [1][3]. Group 1: Nuclear Energy Development - The Hainan Changjiang Nuclear Power Phase II project is the first large-scale pressurized water reactor nuclear power project initiated during the "14th Five-Year Plan," expected to deliver over 18 billion kilowatt-hours of clean electricity annually [1]. - The "Hualong One" third-generation nuclear technology is being adopted, showcasing China's independent innovation in nuclear power with high safety standards [1][2]. - During the "14th Five-Year Plan," 46 nuclear power units were approved, with a total installed capacity of 54.5 million kilowatts, marking a 30% increase in both operational capacity and annual electricity generation [2]. Group 2: Renewable Energy Growth - The "Tengger Desert" renewable energy base, part of the national clean energy strategy, has achieved a construction scale of 130 million kilowatts, transforming a barren area into a significant source of green electricity [4][5]. - Wind and solar power generation capacity increased from 530 million kilowatts to 1.68 billion kilowatts during the "14th Five-Year Plan," with new installations accounting for over half of the global total [5]. - The share of renewable energy in total electricity generation rose from 40% to approximately 60%, reflecting a significant shift towards greener energy sources [5]. Group 3: Energy Supply and Infrastructure - China's energy consumption growth during the first four years of the "14th Five-Year Plan" reached 1.5 times that of the previous five years, with per capita annual electricity consumption exceeding 1,000 kilowatt-hours [3]. - The energy production system is expected to generate over 10 trillion kilowatt-hours by 2024, accounting for one-third of global electricity generation [3]. - The establishment of high-voltage direct current transmission lines, such as the Ningxia to Hunan project, facilitates the efficient transfer of renewable energy across long distances, enhancing energy distribution capabilities [7]. Group 4: Energy Accessibility and Quality of Life - The government has invested 25 billion yuan in rural power grid improvements, resulting in an average power supply reliability rate exceeding 99.9% [8]. - The construction of the largest electric vehicle charging network globally has increased charging facilities by over eight times, covering 98% of highway service areas [8]. - The focus on high-quality energy development has improved energy security and contributed to global energy governance [8][9].

据了解，总投资约120亿元的梅蓄电站是粤港澳大湾区投资最大的抽蓄工程，建成后将推动粤港澳大湾 区抽蓄在运规模和调节能力分别突破1000万千瓦和2000万千瓦。 （文章来源：科技日报） 在电力市场上，用电高峰时电价高，用电低谷时电价低。抽蓄电站"入市"，能在低电价时买电抽水、高 电价时放水发电，获得调节电力系统负荷和消纳新能源的市场收益。2024年10月，梅蓄电站率先在国内 以"报量报价"方式整站参与电力现货交易。截至8月底，电站已累计交易市场电量超17.4亿千瓦时，响 应市场需求启动4200余次。 "梅蓄二期首台机组的顺利投产，不仅有助于提高粤港澳大湾区的电网调节能力，也能通过市场化方式 进一步促进新能源消纳。"梅蓄二期项目部总经理朱金华说，"我们正在加紧安装调试剩下的三台机组， 确保二期工程年内全面建成投产。届时整个电站的装机规模和调节能力将分别达到240万千瓦和480万千 瓦，每年最多可消纳清洁能源约72亿千瓦时，相应减少标准煤消耗约218万吨，减少二氧化碳排放约590 万吨，清洁能源消纳能力为国内同规模抽蓄电站最强。" "十四五"粤港澳大湾区首个抽蓄工程——梅州抽水蓄能电站二期工程（以下简称"梅蓄二期" ...

中央纪委国家监委网站 沈东方 宁夏的"沙戈荒"地区，一块块光伏发电板、一座座风力发电机凝聚"风光"之力，源源不断地产生绿色电 能。 宁夏中卫市境内，宁夏—湖南±800千伏特高压直流输电线路跨越黄河。 宁夏固原市境内，宁夏—湖南±800千伏特高压直流输电线路。 衡阳±800千伏换流站设备安装调试最后冲刺阶段。 0.0054秒，1616公里，来自宁夏的电力抵达湖南。8月20日，我国首个获得核准的"沙戈荒"新能源外送 工程宁夏—湖南±800千伏特高压直流输电工程（以下简称"'宁电入湘'工程"）投产送电，每年可从宁夏 向湖南输送电量超360亿千瓦时，满足超1000万户家庭一年的用电需求。 习近平总书记强调，加快建设新型能源体系，做大做强一批国家重要能源基地。加强管网互联互通，提 升"西电东送"能力。"宁电入湘"工程是以输送沙漠、戈壁、荒漠大型风电光伏基地新能源为主的外送特 高压直流通道，也是我国今年投产送电的第三条特高压直流输电工程，对于推动宁夏能源资源开发外 送、促进清洁能源大范围优化配置、提高电力供应保障能力具有重要意义。 跨越千里的电力"高速公路"是如何工作的？将塞上"风光"转化成源源不断的稳定电力"闪送"千里 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 回购注销原因： 根据申能股份有限公司（以下简称"公司"）A股限制性股票激励计划（以下简称"本激励计划"或"本计 划"）的相关规定，鉴于1名激励对象在本激励计划有效期内离职，公司拟对其已获授但尚未解除限售的 15,300股限制性股票进行回购注销。 一、本次限制性股票回购注销的决策程序和信息披露情况 2021年5月28日，公司召开第四十一次（2020年度）股东大会，审议通过了《关于股东大会授权董事会 办理A股限制性股票激励计划相关事宜的议案》。公司股东大会授权董事会办理限制性股票激励计划的 变更与终止等程序性手续，包括但不限于取消激励对象的解除限售资格，办理激励对象尚未解除限售的 限制性股票的回购注销事宜。 2022年5月20日，公司召开第四十二次（2021年度）股东大会，审议通过了《关于股东大会授权董事会 及公司管理层办理股权激励计划中A股限制性股票相关事项的议案》。股东大会授权公司经营管理层具 体办理与本次激励 ...