Summary of the Conference Call Industry Overview - The document pertains to the power industry, specifically focusing on the State Grid Corporation of China and its upcoming bidding activities for 2026. Key Points and Arguments - The State Grid is initiating the bidding process for 2026, with a supplementary bid for 2025's third batch, maintaining the same bidding volume as previously announced for this batch [1]. - A total of approximately 16.95 million smart meters are to be bid on, categorized as follows: - Class A: 14.91 million units - Class B: 1.69 million units - Class C: 0.34 million units - Class D: 0.0102 million units - High-end electric meters: 2,915 units [1]. - For transformers, the current bidding includes 882 units, which represents 13% of the total planned for 2025 [1]. - The bidding for switchgear includes 1,472 units, accounting for 9% of the total for 2025 [1]. - In terms of protection and monitoring equipment, the bidding includes: - 3,952 units of protection devices, representing 10% of the total for 2025 - 284 sets of substation monitoring equipment, showing a year-on-year increase of 8%, which accounts for 12% of the total for 2025 [1]. - The expected opening date for both bidding processes is March 2, 2025 [1]. Additional Important Information - The document emphasizes the consistency in bidding volumes compared to previous announcements, indicating a stable demand in the power equipment sector [1].

Summary of Key Points from the Conference Call Industry Overview - The document pertains to the State Grid Corporation of China and its upcoming bidding activities for metering and substation equipment in 2025 and 2026 [1]. Core Insights and Arguments - The 2025 third batch of supplementary bidding for metering equipment has been initiated, with the bidding volume consistent with the previously announced figures for the same batch [1]. - A total of approximately 16.95 million smart meters are to be bid on, which includes: - Class A meters: 14.91 million - Class B meters: 1.69 million - Class C meters: 0.34 million - Class D meters: 0.0102 million - High-end meters: 2,915 units [1]. - The first batch of bidding for substation equipment includes: - Transformers: 882 units, accounting for 13% of the total for 2025 [1]. - Switchgear: 1,472 units, representing 9% of the total for 2025 [1]. - Relay protection and monitoring: 3,952 units for relay protection, making up 10% of the total for 2025; substation monitoring bids are for 284 units, showing an 8% year-on-year increase and accounting for 12% of the total for 2025 [1]. - The expected opening date for both bidding activities is March 2, 2025 [1]. Other Important Details - The document highlights the significant scale of the bidding process, indicating a robust demand for smart metering and substation equipment in the upcoming years [1]. - The year-on-year increase in substation monitoring bids suggests a growing emphasis on monitoring technology within the industry [1].

Core Viewpoint - The article emphasizes the importance of a systematic support mechanism to ensure the well-being of elderly individuals living alone, particularly during festive seasons, highlighting the efforts made by Longyan City to create a comprehensive protective system for these vulnerable groups [1][7]. Group 1: Community Support Initiatives - Longyan City has implemented a "weekly visit" care mechanism that integrates government, community, and social resources to provide a protective umbrella for elderly individuals living alone, categorizing them into red and yellow alert levels for targeted support [3][7]. - The community has established a pairing system where volunteers, like Mr. Huang, assist elderly individuals in daily tasks and provide companionship, enhancing their quality of life [2][3]. Group 2: Technological Innovations - The use of smart electricity meters has been introduced as a silent guardian, monitoring the electricity usage of elderly individuals and sending alerts to community staff in case of anomalies, ensuring timely intervention [4][5]. - A "one-button call" device has been provided to elderly individuals, allowing them to easily contact community services or family members in emergencies, significantly improving response times and service efficiency [5][6]. Group 3: Safety Measures - In Wuping County, a collaborative initiative has been launched to address electrical safety hazards in the homes of elderly individuals, involving multiple departments to inspect and upgrade unsafe electrical systems [6][7]. - The county has allocated 850,000 yuan to enhance the safety of 523 households, ensuring that all identified hazards are rectified through a systematic approach [6][7]. Group 4: Policy Framework - Longyan City has formalized its successful initiatives, such as the "weekly visit" mechanism and "smart monitoring network," into a city-level action plan to strengthen care services for elderly individuals living alone [7].

转自：贵州日报 据介绍，10千伏晶桐线全长33.2公里，设有610基杆塔，承担着马场镇多个村寨供电任务，线路跨度 大、地形复杂，传统人工巡检、人工勘察，效率低且容易遗漏隐蔽性故障，缺陷处置带电作业流程复 杂。 "输配电巡检无人机每天可完成200基杆塔的配网线路巡视，是人工巡检的5倍，勘察无人机5分钟内可以 完成一个工作点的勘察任务，效率是人工勘察的2倍。"周大权说，此次双无人机联动，从源头防范故障 发生。 "实现了电网隐患'精准识别—科学研判—带电消缺'全链条闭环处置。"贵安供电局党委书记范斌介绍。 在贵安新区中八安置小镇附近的空地上，贵安供电局无人机巡检中级作业员孔德伟，操作巡检无人机沿 着10千伏晶桐线巡航检查，采集到的图像、数据，导入办公室内的无人机巡检可见光红外照片分析处理 系统，系统自动智能识别、分析线路各类缺陷，精准定位隐患位置。 根据巡检数据分析出的线路缺陷，带电作业班副班长周大权操作不停电作业数字勘察无人机，对缺陷部 位进行现场拍照勘察。这些照片实时上传到配网不停电作业数字勘察系统，后台便能通过实景扫描建 模、智能模拟判断是否符合带电作业，提供可靠的作业方案来处置缺陷。 本报讯（记者 陈玲）2 ...

转自：贵州日报 本报讯 2月9日，贵安新区党工委副书记、管委会主任王宏调研贵安新区经营主体高质量发展情况及安 全生产工作，向一线干部职工致以新春祝福。他强调，要深入贯彻落实习近平总书记在贵州考察时的重 要讲话精神，按照省"新年第一会"部署，培育壮大经营主体，守牢安全稳定底线，奋力实现一季度"开 门红"。市委副书记范辉政参加。 贵安新区党工委委员、管委会副主任吴熙，贵安新区办公室主任李藏龙参加。 来到宁德时代（二期）项目，王宏详细了解企业生产经营和项目规划建设情况，叮嘱企业要始终将安全 摆在首要位置，高质量抓好建设，推动项目早建成、早投用、早见效；要求新区有关部门做好要素保 障，为项目建设营造良好环境。在壁虎汽车，王宏听取企业产能产值、市场销售、研发设计等情况介 绍，勉励企业紧跟市场趋势，加大研发投入，加速产能释放和新车型投放，努力在市场竞争中赢得主 动、发展壮大。在贵州航谷动力科技有限公司，王宏走进企业展厅和生产车间，仔细了解产品类型、技 术工艺等情况，鼓励企业持续深耕主业，加大核心技术攻关和新产品研发力度，以科技创新引领高质量 发展。在贵安供电局，王宏来到电力调度控制中心，听取电力保供情况汇报，强调要精准研 ...

截至2026年2月9日收盘，郴电国际(600969)报收于10.81元，下跌9.99%，跌停，换手率6.58%，成交量 24.37万手，成交额2.83亿元。 当日关注点 交易信息汇总 2月9日主力资金净流出4901.94万元，占总成交额17.3%；游资资金净流入1467.67万元，占总成交额 5.18%；散户资金净流入3434.27万元，占总成交额12.12%。 龙虎榜上榜 沪深交易所2026年2月9日公布的交易公开信息显示，郴电国际（600969）因有价格涨跌幅限制的日收盘 价格跌幅偏离值达到7%的前五只证券登上龙虎榜。此次是近5个交易日内第1次上榜。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：2月9日郴电国际（600969）收盘报10.81元，跌停，当日成交2436.66万元，前 10个交易日主力资金累计净流出4701.03万元，股价累计下跌10.62%。 来自资金流向：2月9日主力资金净流出4901.94万元，占总成交额17.3%，散户资金净流入3434.27 万元，占总成交额12.12%。 来自龙虎榜 ...

塘口镇是开平碉楼群的核心区，超500处碉楼矗立田间。然而，随着村民移民或外出打工，碉楼侨宅一 度人去楼空、破败凋零。 2009年，五邑大学的学者带来"仓东计划"，塘口镇开启从"空心侨乡"到"创客天堂"的蝶变。现今塘口镇 的侨乡风味工业建筑群错落有致，修复后的碉楼侨屋成为研学课堂与博物馆，旧厂房改造成青年旅舍、 民宿，废弃粮仓、旧骑楼被盘活成书店、咖啡店等。 中新社广东江门2月9日电 题："空心侨乡"蝶变"创客天堂" 作者 王华 沈甸 广东江门开平市塘口墟的百年碉楼群是侨乡历史文化的"天然博物馆"。这个一度破败凋零、只剩9位常 住居民的"空心墟"，如今有超过2000名粤港澳创客入驻，催生372家初创企业，每年吸引超百万客流。 春节临近，海外侨胞集中返乡寻根，游客纷至沓来、春节期间民宿预订爆满，百年侨乡的马年新春熠熠 生辉。 午后，咖啡店主理人梁艳芬正调制特色咖啡，吸引两位法国游客驻足。2024年，梁艳芬从澳门返乡创 业，用开平特产"广合腐乳"独创"中国芝士"腐乳咖啡，日均销量超过100杯，节假日还会翻番，一年能 消耗600罐腐乳。 离咖啡店不远的"乡遇民宿"今年春节的客房订单已经爆满。民宿主理人谢沃根是返乡退伍 ...

（来源：经济日报） 南方电网深圳龙华供电局工作人员对深圳北站公用配电房开展专项检查。黄志伟摄 转自：经济日报 春运及春节期间，工作人员将通过深圳供电局生产运行支持系统对全市架空线路、变电站等重点区域开展24小时不间断智能监测，做好电网风险、设备风 险、作业风险主动防御，保障设备安全稳定运行。 记者从南方电网深圳供电局获悉，随着2026年春运正式启动，春运及春节保供电进入实施阶段，深圳供电局提前部署并落实各项供电保障措施，确保电力 安全可靠，并提前组织99支应急抢修队伍、180余台应急发电车做好突发停电事件快速处置准备。 除常规巡检外，工作人员通过数字化监测手段对设备实现精细管控。"我们对深圳北站的配电房进行智能升级改造，实现视频监控全覆盖和远程智能巡 检，可在1分钟内对关键线路和设备进行智能诊断。"南方电网深圳龙华供电局配网资产部负责人冯曜明说。 ...

Core Viewpoint - The company has been announced as a candidate for multiple procurement packages by the State Grid Corporation of China, indicating potential revenue growth from significant projects in the high-voltage transmission sector [1] Group 1: Procurement Details - The company’s subsidiary is a candidate for 29 procurement packages in the 2025 and 2026 high-voltage projects, including various types of angle steel towers and steel pipe towers [1] - The total pre-bid amount for these packages is approximately 835 million yuan, which represents about 8.23% of the company's audited revenue for 2024 [1] - The current status of the projects is in the evaluation results announcement phase, and the company has not yet received the official bid notification [1]

下一步，国网榆社县供电公司将持续优化供电服务，践行"人民电业为人民"的企业宗旨，护航企业安全 稳定用电、保障居民安安心心过节！（梁晓娟、庞沁怡） 二是全量走访,确保用户满意。针对近两年拨打过95598、12398热线的用户,开展全量走访工作，保障用 户诉求得到有效解决，并在各显著位置粘贴网格服务公示牌，在村委公示栏粘贴供电服务提示，保障各 供电所抢修电话打得到、打得通。 三是特定走访，保障用电无忧。关注"候鸟型"用户返乡，主动对接，做好客户电量问题解答,发放连心 卡，保障"候鸟型"用户诉求解决，在此基础上做好持续做好社会责任根植，擦亮"'电'"亮归巢服务品 牌。 为保障春节期间居民和企业可靠用电，2月9日，国网榆社县供电公司组织太行黎明共产党员服务队和青 年突击队开展"晋心晋情传暖意、晋电晋靓共前行"客户走访活动。 一是主动服务，对接客户需求。"两队"队员对榆社县域内医院、供热等民生企业开展走访并发放连心 卡,全面了解企业春节期间的用电负荷情况,现场针对客户提出的新项目入网开展解答,确保客户需求高效 落地。 ...