动画公司能做动画，也能"做"手术，以动作捕捉技术为"桥"，成为跨越娱乐与医疗两个领域的"通才"。 小车到大船、小料到"大餐"、小动画到大健康，智能化转型浪潮中，跨界发展蕴含将"小材"委以"大 用"的密码。 跨界的基点是"家底"。车在路上跑，船在水上游，看似"各行其道"，但发展根基"殊途同归"——都以电 池为心脏。电动船的电池组容易热失控，安全性成为薄弱环节。而新能源汽车的电池技术更完备、路线 更成熟，扎实"家底"让企业得以跨界适应"两栖"、拓宽道路。 几则新闻，读起来颇有意趣。 知名车企跨界造船，不仅把成本打了下来，还造出国内首个获中国船级社权威认证的内河电动船。 以调味品为主业的企业，凭借对家庭饮食场景的深刻理解，成功进入智能终端领域，为智慧生活献上健 康"大餐"。 同理，动画企业"走近"手术台，也是立足老本行开拓新场景，形成比较优势、解锁新赛道。转型升级不 一定要从头再来，"家底"本身就是解锁新发展的钥匙。 跨界成功的关键在于找到"契合点"。"小材大用"行得通，就是因为自身所长与行业所需"一拍即合"。水 运能力不足，车企积极行动填补市场缺口。人体难透视，动画孪生技术可提升诊治"眼力"。 要"跨"，更要"融 ...

Core Viewpoint - The article emphasizes the need for deepening reforms in the energy sector to adapt to a new energy system, focusing on high-quality development, safety, and low-carbon transition amidst complex international energy dynamics [1][5]. Group 1: Achievements in Energy Reform - The "14th Five-Year Plan" period has seen significant progress in energy system reforms, enhancing development momentum and optimizing resource allocation through policy measures [2]. - The energy market structure has improved, with nearly 80% of electricity prices determined by market competition and over 970,000 registered electricity market entities [2]. - The establishment of a unified national energy market is underway, with a preliminary national electricity market and a developing oil and gas market structure [3]. Group 2: Future Directions for Energy Reform - The "15th Five-Year Plan" aims to address systemic barriers in energy supply, consumption, and market mechanisms to achieve carbon peak and build a new energy system by 2030 [5][6]. - There is a need to accelerate the establishment of mechanisms for green transformation in energy supply, focusing on increasing renewable energy capacity and improving the flexibility of energy systems [6]. - Enhancing the resilience and safety of energy systems is crucial, requiring a shift from traditional energy balance methods to more flexible and collaborative approaches [8]. Group 3: Proposed Measures for Energy Reform - A resilient energy supply mechanism should be developed, integrating renewable and fossil energy sources while enhancing the capacity for resource optimization [9]. - A green consumption guidance mechanism is necessary to promote sustainable energy use, including the establishment of a green energy consumption incentive system [10]. - The market and pricing mechanisms must adapt to the new energy system, ensuring that prices reflect supply and demand dynamics and facilitating efficient resource allocation [11].

以党的二十届四中全会精神为引领 不断开创煤炭高质量发展新局面 国家能源局煤炭司司长 刘涛 全面推进煤炭清洁高效利用，绿色低碳发展取得新成效。研究制定煤炭洗选加工、煤炭与新能源融合发 展等政策措施，出台实施专项行动计划，坚持以减污降碳、提高能效为主攻方向，推进煤炭全生命周期 清洁高效利用水平快速提升。严格落实绿色环保办矿要求，积极推广充填开采、保水开采等绿色开采技 术，推动煤矿用能清洁替代，推动矿区全面绿色转型。加强煤炭质量源头管理，要求新建煤矿配套建设 选煤厂，因地制宜推广干法分选等技术工艺，煤矸石综合利用率、原煤入选率稳步提升。推动煤炭消费 集中化利用，稳步推进煤制油气和富油煤分质利用产业示范，建成全球最大清洁煤电煤炭利用体系。 加快推进煤层气（煤矿瓦斯）开发利用，资源环境安全综合效益充分显现。加大煤层气勘探勘探开发力 度，推动沁水盆地、鄂尔多斯盆地东缘等产业基地持续增储上产，2025年煤层气产量达到155亿立方 米、是2020年的2.3倍，成为天然气供应的重要补充。加大煤矿瓦斯防治技术装备创新和推广应用，推 动瓦斯抽采方式由井下向井上下联合转变，瓦斯利用范围由高浓度为主向全浓度转变，2025年瓦斯利用 量 ...

截至发稿，姚晨曦累计任职时间10年317天，现任基金资产总规模19.48亿元，任职期间最佳基金回报 89.22%， 任职期间最差基金回报-35.91%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，中海基金旗下1只基金重仓特变电工。中海环保新能源混合（398051）四季度减持39.85万 股，持有股数115.61万股，占基金净值比例为3.13%，位居第四大重仓股。根据测算，今日浮盈赚取约 167.63万元。 中海环保新能源混合（398051）成立日期2010年12月9日，最新规模8.22亿。今年以来收益14.26%，同 类排名548/8994；近一年收益62.51%，同类排名837/8199；成立以来收益171.1%。 中海环保新能源混合（398051）基金经理为姚晨曦。 2月24日，特变电工涨5.04%，截至发稿，报30.20元/股，成交44.28亿元，换手率2.96%，总市值1525.94 亿元 ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，煤炭板块震荡走高，陕西黑猫涨停，云煤能源、宝泰隆、安泰集团、美锦能 源、华电能源跟涨。 ...

Core Viewpoint - The article emphasizes the importance of high-quality development in the coal industry, guided by the spirit of the 20th National Congress of the Communist Party of China, aiming to establish a modern coal industry system that ensures energy security and promotes green and intelligent development [2][4]. Group 1: Achievements and Developments - During the "14th Five-Year Plan" period, the coal industry has achieved historic accomplishments by focusing on high-quality development and implementing supply-side structural reforms, leading to significant changes in coal production and consumption methods [4]. - By 2025, the national output of raw coal is projected to reach 4.83 billion tons, an increase of over 900 million tons compared to 2020, establishing a solid foundation for stable energy supply [4]. - The number of coal mines has decreased to over 4,000, with large coal mines (producing over 1.2 million tons) accounting for 85% of total capacity, indicating a significant improvement in production scale and efficiency [5]. Group 2: Technological Advancements - The coal industry is advancing in intelligent construction, with over 65% of coal production capacity expected to be automated by the end of 2025, significantly enhancing safety and production efficiency [6]. - New technologies, such as large-scale intelligent mining equipment, have been developed, achieving international leading levels in technical standards [6]. Group 3: Environmental and Clean Utilization Efforts - The industry is focusing on clean and efficient utilization of coal, with policies aimed at reducing pollution and carbon emissions while enhancing energy efficiency [7]. - By 2025, coalbed methane production is expected to reach 15.5 billion cubic meters, 2.3 times that of 2020, contributing to natural gas supply [7][8]. Group 4: Future Plans and Strategic Goals - The coal industry aims to achieve a good start in the "15th Five-Year Plan" by ensuring stable coal supply and focusing on industry transformation and governance improvements [10]. - The establishment of five major coal supply guarantee bases is planned, which will account for approximately 80% of national coal production capacity, ensuring a stable supply [5][11]. - The industry will continue to promote technological innovation and the integration of digital technologies to enhance traditional coal production processes [12].

Investment Rating - The investment rating for the utility industry is "Positive" (maintained) [1] Core Insights - The report highlights that the total bidding amount for the State Grid in 2025 reached 89.4 billion yuan, which is more than double that of 2022 and represents a 27% increase compared to 2024, indicating a faster growth rate [3][4] - The report emphasizes the expected fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, which is approximately 40% higher than the previous plan, supporting future revenue growth for power equipment companies [4][33] Summary by Sections State Grid Bidding Summary - In 2025, the State Grid's total bidding amount was 89.4 billion yuan, exceeding 2022's amount by over two times and growing by 27% from 2024 [3][12] - The top seven equipment categories by bidding amount included switchgear, transformers, cables and accessories, relay protection, communication network equipment, and reactors, with most categories showing year-on-year increases in bidding amounts [3][12][14] Coal Market Insights - The average operating rate of coal mines from New Year's Day to before the Spring Festival was at a low level compared to the past three years, indicating a tight supply situation [5][33] - The report suggests a positive outlook for coal prices post-holiday due to favorable supply conditions [5][33] Power Market Reforms - The release of the "National Unified Power Market System Implementation Opinions" document is seen as a significant step in power market reform, emphasizing marketization and fairness while ensuring supply security [6][7] - The report recommends several companies for investment, including Guiguan Power, Longyuan Power, and China Resources Power, highlighting their dividend yields and growth potential [7] Equipment Company Performance - Among listed companies, China Xidian, Pinggao Electric, and Siyi Electric ranked as the top three in bidding amounts, with Siyi Electric showing nearly 80% growth compared to 2024 [14][19] - The report indicates that the bidding amounts for transformers and combination electrical devices are expected to grow significantly, with a high concentration of market share among leading companies [19][21][28]

最新 日变化 周变化 月变化 年变化 最新 日变化 周变化 月变化 年变化 秦皇岛5500 721.0 5.0 18.0 21.0 -14.0 25省终端可用天数 27.9 1.6 7.9 7.0 10.3 秦皇岛5000 641.0 5.0 22.0 27.0 -14.0 25省终端供煤 563.6 -7.8 -45.0 -76.5 -59.3 广州港5500 795.0 0.0 0.0 0.0 -45.0 北方港库存 2225.0 -11.0 -78.0 -203.0 -454.6 鄂尔多斯5500 500.0 0.0 0.0 0.0 -5.0 北方锚地船舶 #N/A #N/A #N/A #N/A #N/A 大同5500 555.0 0.0 0.0 0.0 -30.0 北方港调入量 #N/A #N/A #N/A #N/A #N/A 榆林6000 670.0 0.0 0.0 -20.0 38.0 北方港吞吐量 #N/A #N/A #N/A #N/A #N/A 榆林6200 745.0 0.0 0.0 0.0 85.0 CBCFI海运指数 551.3 20.8 38.3 -127.2 41.5 25省终端日耗 ...

春节前夕，国家能源集团神东煤炭榆家梁煤矿压风机房远程智能控制系统完成升级投用。这套被职工称 为"智慧大脑"的系统，让矿井压风保障实现从人工值守到智能管控、从被动处置到主动预判的转变，有 效减轻一线劳动强度、提升安全运行水平，为春节能源保供筑牢科技防线。 压风系统是矿井生产的"动力源"，直接关系井下采掘作业安全与效率。此前，榆家梁煤矿压风机房采用 传统人工值守模式，需24小时专人在岗，每两小时开展一次巡检。运行数据依靠人工抄录、现场查看， 设备状态凭经验判断，机房高噪音环境易造成值守人员疲劳，参数调整全靠手动操作，不仅费时费力， 还存在人为判断偏差、响应滞后等隐患。 智能化改造让矿井压风系统更稳定、高效、安全，为春节期间连续生产与能源保供注入"智慧动力"。近 年来，榆家梁煤矿持续推进智能矿山建设，聚焦一线岗位痛点难点，以科技减人、科技保安、科技增 效，推动生产方式向自动化、智能化转型。 从井下到地面，从人工到智能，一场场智慧蝶变正在矿区发生。科技扎根生产现场，创新贴近职工需 求，既守住了安全生产底线，也提升了一线矿工的工作生活质量。春节期间，榆家梁煤矿依托智能化系 统稳定运行，全力保障煤炭供应，让坚守岗位的职工 ...

肃北工业发展势头劲 【跑好"第一棒" 力促"开门红"】 "目前每天产量稳定在2400吨，达到设计指标的80%，1月预计能完成6万吨产量，一季度朝着20.2万吨 的目标全力冲。"运营改善部主任李洪明介绍，技改升级让企业在首季攻坚中更有底气、更有冲劲。 作为工业经济的"压舱石"，煤炭产业同样势头正劲、干劲十足。在德丰矿业吐鲁东露天煤矿采矿区，大 型挖掘机挥舞铁臂精准作业，重型运输车穿梭往来、忙而有序。 2026年是"十五五"开局之年，肃北县锚定工业主导的发展方向，有色金属、黑色金属、煤炭等核心产业 拧成一股绳、齐头并进，全力打响一季度生产攻坚的"第一枪"。 责任编辑：杨晨雨 新甘肃·甘肃日报记者 董文龙 通讯员 董新龙 机器轰鸣声此起彼伏，浮选槽内矿浆翻滚，工人们在生产线上忙碌……走进肃北县霍勒扎德盖北东矿业 选厂，扑面而来的是争分夺秒的紧迫感，涌动的是实干快干的热潮。 "我们提前排好了春节期间的班次，备足各类物料，确保节日期间生产不断档、产能不掉线。"公司常务 副总经理马斌语气坚定。北东矿业作为肃北县有色金属产业的"排头兵"，这条高速运转的生产线，正是 肃北工业经济加速快跑的生动写照。 技术升级正成为黑色金属领 ...