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和讯投顾叶俊鹏:五月科技会成就霸业吗,消费锦上添花化工雪中送炭
He Xun Cai Jing· 2025-04-30 08:58
(原标题:和讯投顾叶俊鹏:五月科技会成就霸业吗,消费锦上添花化工雪中送炭) 近期低调的化工为何今日突然大爆发了?板块内中兴空中加油强势涨停,宏强由弱转强也封板,渝三峡宿迁更是一字板强势上攻。同时作为老周 期的忠义达,红宝丽也纷纷跟涨,华工可有何低位入局良策?和讯投顾叶俊鹏认为,今日之战局化工板块异军突起,俗语说没有无缘无故的涨, 没有毫无理由的跌。今日资金进攻化工的原因有两点,其一,洪宝莉近日如中军大将稳居高位,以震荡之势安军心维稳板块涨势。其二,渝三峡 前日尾盘奇袭涨停是暗度陈仓,今日竟以超预期的姿态大单一字稳固城池。同时宿迁也列阵一字,此等气势为化工战局定下胜势基调,忆往昔, 量曾连番呵责化工疲软,孰料其暗藏玄机,恰似魏国司马懿隐忍不发,伺机而动,前番示弱实为今日雷霆一击之伏笔。 如果您还想了解更多投顾观点资讯,搜索"和讯财道"APP,200多位投顾高手都在用 另外做趋势的将军忠义达的趋势,三波值得期待,善谋大事者不可不察,先生之言茅塞顿开。再者有传统行业三叉戟支撑的消费,在午后异军突 起,茂业商业自跌停逆袭,演绎地天之事,步步高紧随其后,也几近达成地天壮举。安记食品再创新高,国芳集团止跌回稳,此等异动不 ...
“智慧电”助高原农业“知天而作”
Ke Ji Ri Bao· 2025-04-30 01:18
Group 1 - The article highlights the transformation of agriculture in the Qinghai Plateau, driven by smart technology and electricity, enabling farmers to optimize their production processes and increase yields [1][2]. - The implementation of smart greenhouse systems, including temperature and humidity sensors, has significantly improved the survival rate of crops during harsh weather conditions, with a reported 98% survival rate for grapes [2][3]. - The average annual growth rate of electricity consumption for agricultural and food processing in Haidong City is projected to remain above 19.8% from 2022 to 2024, indicating a strong trend towards agricultural modernization [3]. Group 2 - The use of electric-powered systems has allowed farmers to reduce labor time significantly, with one farmer noting that a 3 kW curtain machine can operate in just 5 minutes, compared to half a day of manual labor [2]. - The introduction of smart lighting systems has enabled off-season strawberry production, allowing for an earlier market entry and achieving prices three times higher than in summer [2]. - The digital twin system in the power company's dispatch center is preparing for peak seedling demand, showcasing the integration of technology in managing agricultural electricity needs [3].
财报密集发布,重视内需主线
GOLDEN SUN SECURITIES· 2025-04-30 00:43
Overview - The report emphasizes the importance of domestic demand as a key theme in the current economic landscape [1] Research Insights Machinery Equipment - XCMG Machinery (000425.SZ) reported a total revenue of CNY 91.66 billion in 2024, a decrease of 1.28% year-on-year, while net profit attributable to shareholders increased by 12.2% to CNY 5.976 billion. In Q1 2025, revenue grew by 10.92% to CNY 26.815 billion, and net profit rose by 26.37% to CNY 2.022 billion, with a net profit margin of 7.6% [6] Construction Decoration - China Railway (601390.SH) faced a 19% decline in net profit in Q1 2025, attributed to pressure in traditional infrastructure sectors, although overseas orders showed strong growth. The projected net profit for 2025-2027 is CNY 28.1 billion, CNY 28.3 billion, and CNY 28.9 billion, respectively [7] Steel - Hunan Steel (000932.SZ) saw a significant improvement in Q1 2025, with net profit increasing by 43.55% to CNY 562 million. The overall profitability of the steel industry is recovering, with a gross profit margin expected to improve [8] Automotive - Silver Wheel Co., Ltd. (002126.SZ) reported a revenue of CNY 3.4 billion in Q1 2025, a 15% increase year-on-year, with net profit rising by 11% to CNY 210 million. The company is well-positioned for growth in the automotive sector [11] Home Appliances - Haier Smart Home (600690.SH) achieved a revenue of CNY 79.118 billion in Q1 2025, a 10.06% increase, with net profit rising by 15.09% to CNY 5.487 billion. The company is expected to maintain a steady growth trajectory [14] Food and Beverage - Hengshun Vinegar (600305.SH) reported a revenue of CNY 626 million in Q1 2025, a 35.97% increase, with net profit rising by 2.36% to CNY 57 million. The company is focused on strengthening its core business and expanding into new markets [15] Construction Materials - Oriental Yuhong (002271.SZ) faced challenges in Q1 2025, with a decline in performance due to reduced demand in new construction areas. The company is optimizing its distribution channels [22] Power - Zhejiang Energy Power (600023.SH) reported stable performance in Q1 2025, with revenue projected to be CNY 87.698 billion in 2025, a slight decrease of 0.3% year-on-year. Net profit is expected to be CNY 6.25 billion [20] Textile and Apparel - Jian Sheng Group (603558.SH) reported a 2% increase in revenue in Q1 2025, but net profit decreased by 27%. The company is adjusting its production capacity to match orders [29] Coal - Shanxi Coking Coal (000983.SZ) reported a revenue of CNY 90.26 billion in Q1 2025, a decrease of 14.46%, with net profit down by 28.33% to CNY 6.81 billion. The company is focusing on cost reduction and efficiency improvements [43]
【大国工匠】张霁明:0.1秒的追光者
Yang Shi Wang· 2025-04-29 16:21
央视网消息:高技能人才是推动高质量发展的重要力量。他们钻研新技术,拓展新工艺,奋力奔跑在新赛道上,引领着新职业 的发展方向。我们来认识全国劳动模范、来自一线的电力维修人员张霁明。 新系统运行时,一个智能开关模块会产生215个不同类型的信号,延伸出上万条数据。密密麻麻的模块上,任何一个小元件出问 题都得推倒重来。 张霁明三岁那年,一次药物过敏导致双耳失聪,日常交流只能靠助听器和看口型,而他依靠勤学苦练,硬是把17本设备说明书 的10多万条装置参数牢牢记在脑子里,从一名普通电力检修工,逐渐成长为国网浙江电力首席专家。 张霁明找设备厂方请教物联网知识,抱着技术资料翻来覆去地比对400多条报警信息,调试了20多万个电气信号。 一年后,供 电故障恢复速度从50秒压减到了0.1秒,在全国电网系统推广,每年为企业减少损失10多亿元。 2008年,国家电网提出建设FA系统,也就是配电网故障隔离自愈技术,当电网线路出现问题,能在100秒左右自动修复。作为 全国试点之一,张霁明带领团队拿着一张设计图纸开始了摸索。 张霁明找来设备厂家的技术员,在风雨天测试,请教编程专家反复推算。两个月里,设计了100多稿图纸,模拟制作了10多块电 ...
国网镇原县供电公司:多举并措保电 护航五一假日
为有效应对可能出现的突发情况,国网镇原县供电公司组建了9支应急抢修队伍,45名抢修人员严格执 行24小时值班制度,确保服务抢修电话时刻畅通,随时准备应对各类突发状况。公司还配备了充足的备 品备件和抢修物资,保障在故障发生时能迅速响应,及时恢复供电。 截至目前,国网镇原县供电公司已完成对5条输电线路、6座变电站和15条配电线路的巡视工作,发现并 处理2处设备隐患,清理50处树障,为电力线路开辟了安全"绿色通道",有力保障了五一期间线路安全 畅通。此外,该公司走访了4家施工单位,发放100余份宣传资料。 下一步,国网镇原县供电公司将继续秉持严谨的工作态度,强化责任担当,不断加大保电工作力度、拓 展工作深度,以实际行动践行"人民电业为人民"的企业宗旨,为广大用户提供优质、可靠的电力服务, 助力大家度过一个欢乐、祥和的五一假期。(孙盼宏) "五一"假期将至,为确保节日期间电力供应稳定可靠,4月29日,国网镇原县供电公司迅速行动,全方 位落实保电工作,为节日期间的电力稳定供应筑牢坚实防线。 据悉,国网镇原县供电公司组建了专业运维团队,提前谋划制定详细保电方案,科学合理安排电网运行 方式。同时,对辖区内输电线路、变电站、 ...
38分钟,“地天板”!
Zheng Quan Shi Bao· 2025-04-29 09:58
Market Overview - A-shares maintained a narrow fluctuation today with a total transaction volume of 1,041.9 billion yuan, a decrease of 35 billion yuan from the previous day [1] - The Hang Seng Index closed up 0.16%, while the Hang Seng Technology Index rose by 0.62% [1] Stock Performance - The North Securities 50 Index showed relative strength, increasing by 1.24% [1] - Over 3,500 stocks in the market were in the green, with significant gains in the PEEK (Polyether Ether Ketone) concept, where stocks like Jushilin and Xinhang New Materials hit the daily limit of 20% [1][7] - The humanoid robot concept remained strong, with stocks such as Zhaofeng Co., Pingzhi Information, and Riying Electronics also hitting the daily limit [1][5] PEEK Material Concept - The PEEK material concept saw a resurgence, with stocks like Jushilin and Xinhang New Materials reaching a 20% increase, and other companies like Fuheng New Materials and Zhongxin Fluorine Materials also performing well [7][9] - PEEK materials are expected to play a crucial role in reducing weight for humanoid robots, potentially leading to a market space worth hundreds of billions [9] Humanoid Robot Sector - The humanoid robot sector is viewed as a key battleground in the AI technology competition between China and the US, with significant long-term potential [7] - Tesla has clarified its mass production expectations for the Optimus robot, indicating ongoing progress in industrialization [5][7] Electric Power Sector - The electric power sector experienced a significant pullback, with companies like Shaoneng Co., Leshan Electric Power, and Xichang Electric Power hitting the daily limit down [11][12] - Leshan Electric Power had previously seen its stock price nearly double over the last ten trading days, prompting a cautionary note from the company regarding high valuation risks [12][13]
国网运城供电公司:确保春灌用电 助力粮食稳产
面对连日高温少雨天气,山西运城抢抓农时推进小麦春灌保墒,助力粮食稳产增收。在 运城市芮城县大禹渡灌区,汩汩黄河水沿着纵横交错的渠系奔腾向前注入干渴麦田。当前, 该灌区日均灌溉面积达13000亩,春灌工作已进入冲刺阶段。 4月28日,国网运城芮城县供电公司党亚斌、孙伟兵来到该灌区,协助对提水泵站变压 器、配电柜等用电设施进行检查,全力保障春灌用电安全。 "用电上有问题联系台区经理,随叫随到,用电非常有保障。"胡天妮说。 为全力做好春灌期间供电保障,国网运城供电公司开辟春灌办电"绿色通道",推行"线 上申请+上门服务"模式,农户通过"网上国网"一键报装,供电公司主动对接需求。将春灌用 户纳入重点保电名录,通过配网可视化平台24小时监测电压、电流,"全天候"快速处置异 常。同时组织党员服务队和青年突击队加强春耕春灌用电设备、配电线路巡视,开展安全用 电宣传,增强农户安全用电和设备保护意识。 "春灌期间,我们实时监测浇灌变压器运行工况,及时开展隐患消缺,主动对接农户灌 溉用电需求,确保不误农时"。国网运城供电公司服务队队员李勇安说。 【责任编辑:刘澄谚 】 在黄汾百万亩粮食优质高产高效示范区芮城基地,一台台移动式桁架 ...
电力小课堂 点亮孩子眼里的光
"在生态脆弱的高原,孩子们比谁都懂得'家'的意义。"大二班班主任花老师望着窗外萌 发新芽的白杨树感慨:"电网人架的是银线,牵起的却是人与自然共生的心线。" ▲电网员工带六一幼儿园师生沉浸式体验3D打印电网模型。许小萍/摄 "电就像看不见的小精灵,能让灯亮、风扇转,能让屋子里暖烘烘的,但是它也有危险 的一面。"宋博话锋一转,拿着3D打印的变压器模型和插板,引导孩子们思考"什么是 电?""电的危险在哪里?""遇到危险怎么办?",并呼吁大家争做安全用电小卫士。"我爸爸说电 话手表充满电了就要拔掉插头!"7岁的周子轩抢着举手回答,引得现场响起热烈掌声。 在"让灯泡亮起来"实验环节。宋博和孩子们一起连接电池、开关和小灯泡。"亮了!我 的灯泡比外面山峰上的雪还亮!"当小灯泡被成功点亮时,整个教室被欢呼声淹没。宋博趁 机拓展教学:"电流就像小河,开关是水闸,乱碰插座就像在河里乱扔石头,会出危险的。" "看啊!那个塔上有个笼子,笼子里有小鸟孵出来了!""那不是小鸟,那是大鵟。"暮春时 节,昆仑山上融化的雪水静静流淌,滋润着戈壁新城,格尔木市六一幼儿园内,彩旗在晨风 中轻舞。大二班的教室里孩子们指着屏幕上的"生命鸟巢"快乐的喊 ...