抢修人员们顶风冒雨，分组分段对受损线路展开巡视。狂风裹挟着暴雨，不断地拍打着他们的身躯，但 他们没有丝毫退缩。手电筒的光芒在黑暗中摇曳，照亮了他们前行的道路，也照亮了居民们心中对光明 的希望。 经过连续5个多小时的紧张抢修，5月9日3：12，所有受损线路终于恢复供电。那一刻，光明重新照亮了 吉安县的每一个角落，居民们家中的电器再次运转起来，欢声笑语也重新回荡在这片土地上。 5月8日晚十时许，吉安县被笼罩在一片电闪雷鸣、狂风暴雨之中。强对流天气如同一只暴怒的猛兽，无 情地袭击着这片土地，导致高塘、安塘等乡镇的电力设施遭受重创。故障的发生，打破了夜晚的宁静， 也拉响了国网吉安县供电公司紧急抢险的警报。 "大家注意安全，仔细检查每一处线路，不放过任何一个可能存在的故障点！"敦厚供电所所长刘先禄在 特巡高塘镇10千伏高岭线时大声喊道。他的声音在风雨中显得有些沙哑，但却充满了力量。抢修人员纷 纷点头，手中的动作更加迅速而仔细。他们深知，在这样恶劣的天气条件下，任何一个小小的疏忽都可 能导致严重的后果。 经过艰难的排查，抢修人员终于逐一查找到受损线路故障点。面对故障点棘手问题，该公司迅速制定了 先复电后抢修的原则，采取手 ...

丨证券研究报告丨 联合研究丨公司点评丨国网信通（600131.SH） [Table_Title] 国网通信设备份额大幅提升，同业竞争解决 措施切实落地 报告要点 [Table_Summary] 5 月 8 日晚，公司发布《关于全资子公司重大经营合同中标的公告》，公司全资子公司继远软 件、中电飞华在国家电网有限公司 2025 年第二十三批采购（输变电项目第二次变电设备（含 电缆）项目的通信网设备集成标段中中标 4.77 亿元。目前，已收到中标通知书，合同尚未签 订。另外，根据本次招标推荐的中标候选人公示内容，国网信息通信产业集团旗下亿力科技（其 100%股权拟由上市公司收购）合计中标 3.26 亿元。 分析师及联系人 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Author] 邬博华 宗建树 曹海花 司鸿历 袁澎 SAC：S0490514040001 SAC：S0490520030004 SAC：S0490522030001 SAC：S0490520080002 SAC：S0490524010001 SFC：BQK482 SFC：BUX668 S ...

Core Viewpoint - The construction of the 35kV Taiping Substation project by the State Grid Suixi County Power Supply Company has reached a critical phase with the arrival of smart switchgear and distribution equipment, marking the start of the electrical equipment installation stage for this significant livelihood project [1][2]. Group 1: Project Overview - The Taiping Substation project, with a total investment of 41.67 million yuan, aims to build one 35kV substation, expand two intervals, and lay 23.12 kilometers of lines [2]. - The project will significantly optimize the regional power grid structure and enhance the reliability of power supply for nearly 50,000 residents and agricultural production in areas such as Nanping Town and Sundian Town [2]. Group 2: Technological Advancements - The project employs the latest modular design concept from the State Grid Corporation, featuring fully insulated closed structures for the smart switchgear and distribution cabinets, equipped with digital monitoring units and automated control systems [2]. - The smart equipment supports remote real-time monitoring and can quickly identify and address operational issues, enhancing the efficiency and intelligence of power supply [2]. Group 3: Construction Progress - Despite challenges posed by spring rains, the construction team has completed foundational work and road hardening ahead of schedule, utilizing 3D positioning technology for precise installation of electrical equipment [4]. - The project is part of the "Three-Year Action Plan for Upgrading the Power Grid in Northern Anhui" and includes features like fault self-healing capabilities to support local tourism and modern agriculture [4]. Group 4: Community Impact - The project is expected to improve the power supply reliability to 99.98%, addressing long-standing low voltage issues in the western part of Nanping Town, thus providing stable and reliable power for regional economic and social development [2]. - The collaboration between the Suixi County Power Supply Company and local government has facilitated the smooth implementation of the project, creating a model for regional power grid construction [4][6].

5月8日，承德县龙潭村魏富贵的农家小院洒满朝阳。高寺台供电所王长权、孟然身着红马甲，正专注更 换老旧的漏电保护器。螺丝刀匀速转动，木螺丝稳稳嵌入墙板,斑驳土墙与崭新设备的辉映间，定格成 一幅暖心画面。 "大爷，新保护器装好了，平时有用电问题随时按这个联系卡打电话。"调试完毕的王长权细心叮 嘱。"太感谢孩子们了，这些年多亏你们照应。"81岁的魏富贵摩挲着电力服务卡感慨。这个留守家庭是 供电所特殊服务档案中的第47户——女儿远嫁外省，老两口守着老屋度日。 "全镇64户特殊家庭都有专属服务档案。"高寺台供电所长马贺介绍，国网承德县供电公司通过"网格"服 务机制：建立特殊客户"安全用电户籍"，每半年动态更新空巢老人、孤寡家庭信息；划分26个党员责任 区，落实"设备到人、服务到户"；8支共产党员服务队，实施"春检线路、夏查负荷、秋排隐患、冬保温 暖"四季守护；发放便民服务卡,承诺30分钟应急响应。 今年以来,该公司已完成244户特殊家庭"安全体检"，更换老化设备57件,消除隐患24处。同步开展"银发 课堂"，以漫画手册、电影下乡等形式普及安全用电、节约用电常识，3000余份宣传资料送进了千家万 户。 接下来,在乡村振兴 ...

Group 1 - The core viewpoint of the article highlights the significant growth of the State Grid Corporation of China, with its brand value increasing by 20% to reach $85.6 billion, allowing it to surpass the Industrial and Commercial Bank of China to rank second in the Brand Finance 2025 China Brand Value Top 500 list [1] - The growth of the State Grid's brand value is attributed to ongoing digital upgrades, smarter power solutions, and enhanced service reliability, which have fostered public trust through innovations in green energy and smart pricing [1] - The public utility sector in China is rapidly evolving as companies embrace digital transformation and sustainable practices to maintain a competitive edge, emphasizing that innovation and efficiency will be key to ongoing success in an increasingly competitive environment [1] Group 2 - Brand Finance is an independent third-party brand valuation and strategic consulting firm that collaborates with the International Organization for Standardization (ISO) to establish international standards for brand valuation and assessment [2] - The Brand Finance 2025 China Brand Value Top 500 report includes core performance indicators of listed brands, highlights of innovative technologies, and insights into global brands in sustainability, all based on international accounting standards and ISO guidelines [2] - Brand Finance has provided brand valuation assessments and consulting services for nearly ten thousand brands across major economies, focusing on top Chinese brands since its establishment in China [2]

德胜体育中心。 实干再造新势能，二次创业再出发！5月8日，2025年顺德区重点项目开竣工活动在德胜体育中心举行。 当天，顺德大桥、顺德区德胜体育中心等111个竣工、新开工及在建项目集中亮相，项目类型涵盖交 通、电力、治水、教育、医疗等城市建设各领域。 2025年，顺德区深入贯彻落实"百千万工程"决策部署，紧紧围绕"再造一个新佛山"目标，高标准建设环 两江高质量发展先行区，持续推进政府投资项目共111个，其中竣工项目23个，总投资约153亿元；新开 工项目29个，总投资约99亿元；在建项目59个，总投资约275亿元。 顺德区委常委、副区长李健荣表示，顺德区委、区政府将在市委、市政府的正确领导下，全力扛起经济 大区挑大梁的责任担当，以"二次创业再出发"的奋进姿态，凝聚一条心、拧成一股绳，下好一盘棋，全 力推动各项重大项目早开工、早建设、早投产，赋能城市品质提升，为"再造一个新佛山"贡献顺德力 量。 内联外通52个竣工、新开工及在建交通项目 当天，顺德迎来交通建设"双喜临门（603008）"，顺德大桥正式通车，金沙隧道启动建设。 作为佛山市最大跨径的斜拉桥，顺德大桥是区域内联的一个重要项目，通车后将有效缓解大良容桂 ...

【人物名片】黄新民，国网新疆乌鲁木齐供电公司变电检修中心变电二次运检班技术 员。他扎根继电保护专业，与变电站里的二次设备打了近30年交道，带头攻破继电保护领域 多项技术难题，曾获得全国劳动模范、全国五一劳动奖章、全国职工职业道德先进个人、新 疆维吾尔自治区道德模范、国网工匠等荣誉。 国网新疆乌鲁木齐供电公司变电检修中心变电二次运检班技术员黄新民有个绝活：对涉 网电厂开展并网安全专项检查时，仅用目光扫视保护屏接线，就能从成百上千个端子排中准 确找出客户变电站保护屏里的接线错误。同事们遇到二次设备方面的"疑难杂症"，都会给黄 新民发信息求助，只要一个视频或是几张照片，他基本就能给出解决方案。 黄新民在焊接电路板。 这些让大伙儿羡慕又称奇的"绝活儿"是如何练成的？ 1996年，黄新民入职乌鲁木齐电业局，从事继电保护专业工作。继电保护是电网安全稳 定的第一道防线，任何微小的松动和接触不良都可能成为设备安全运行的隐患，正所谓"牵 一发而动全身"。这项工作对员工的技术要求极高，需要丰富的实际操作经验。 2006年12月，新疆电网首座220千伏无人值班变电站——220千伏三宫变电站的综合自动 化改造工程启动，黄新民被任命为 ...

5月6日，甘肃科源电力集团全面启动"科改""双百"企业创建工作，双擎驱动改革行动， 打响企业转型升级攻坚战。 在此基础上，制订了创建和实施方案，组建了工作专班，明确了完成时限和责任，并开 始一项一项落实。与此同时，在该公司内部，以及与上级单位相关职能部门之间，构建联合 系统谋划，锚定战略"主战场" 甘肃科源电力集团经过多年锐意变革，党建引领、产业发展、管理提升等工程深入推 进，企业经营实力、市场竞争力、发展能力取得了长足的进步。新时期，面临新形势，要实 现全面、可持续的高质量发展，就必须在发展的目的、途径、方式等方面取得实质性的改变 和突破。 早在2023年底，科源集团就将路径瞄准创建"科改""双百"企业，决定在科技创新与市场 化改革上双线发力。 而"科改""双百"企业的创建，涉及到公司治理机制、选人用人机制、激励约束机制、技 术创新体系、党的建设、核心竞争力、市场表现、发展潜力、改革意愿等等，是一项系统工 程，是软实力和硬实力的共同提升。 该公司科学研判，运用系统思维，统筹谋划，立足发展定位，依托战新产业布局，确定 了所属两个公司作为实施主体，即同兴智能公司提升科技创新能力及核心竞争力，电通设计 公司提升法 ...

Core Viewpoint - The company has implemented emergency measures to ensure stable electricity supply in response to severe weather conditions affecting the Zhangye region [1][3]. Group 1: Emergency Response Measures - The company activated its emergency response plan promptly, deploying 7 repair teams and 14 repair vehicles to conduct inspections and maintenance on critical substations and power lines [3]. - A total of 14 emergency tasks were assigned, and 7 yellow weather warnings were issued at the city and county levels [3]. Group 2: Safety and Monitoring - The company enhanced its real-time monitoring of equipment and weather changes, ensuring continuous oversight of critical power supply equipment and lines [3]. - User visits were conducted to understand electricity needs and identify potential equipment hazards, along with distributing safety manuals and electricity usage tips [3]. Group 3: Public Communication - The company utilized WeChat groups and social media to disseminate safety tips regarding electricity usage during extreme weather conditions [3]. - Continuous vigilance will be maintained to monitor weather trends and ensure the safety and stability of the power grid [3].

Core Viewpoint - The V2G (Vehicle-to-Grid) pilot project in Zibo, Shandong, aims to enhance the interaction between electric vehicles and the power grid, promoting renewable energy consumption and improving grid resilience through a two-way energy interaction model [2][5]. Group 1: Project Overview - The Zibo V2G pilot project is one of the first national-scale applications, featuring two demonstration stations: Xinma Wuyue Plaza and Luzhong Morning Post [2]. - The project includes 16 units of 60 kW V2G charging piles and 24 units of 7 kW residential V2G charging piles, achieving a total charging and discharging power exceeding one megawatt [5]. - The project is supported by a cross-disciplinary team formed by the State Grid Zibo Power Supply Company and the Zibo Development and Reform Commission, focusing on V2G technology research and commercial operation systems [2][5]. Group 2: Operational Details - Since the project's launch on April 25, 944 electric vehicles have participated in the discharging activities, with a total discharging volume of 118,367.442 kWh, accounting for 56.51% of the provincial discharging volume [8]. - The "e Qi Fang Dian" activity encourages vehicle owners to participate in discharging during optimal time slots through a pricing incentive and promotional packages [8]. - The system prioritizes the consumption of surplus clean electricity generated from photovoltaic sources, while allowing electric vehicles to discharge back to the grid during peak demand or when renewable supply is insufficient, thus achieving peak shaving and valley filling [5].