电力工业

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实业兴国、实干兴邦!这是从抗战烽火中走来的工业脊梁
Ren Min Ri Bao· 2025-09-25 00:59
Group 1: Historical Context and Significance - The speech by General Secretary Xi Jinping emphasizes the resilience and self-reliance of the Chinese nation, highlighting the importance of industrial development for national revival [1] - The article reflects on the contributions of industrialists during the Anti-Japanese War, showcasing their efforts to save the nation through industrialization [1][19] Group 2: Company Case Study - China Petroleum & Chemical Corporation (Sinopec) - China Petroleum & Chemical Corporation's Nanjing Chemical Industry Co., Ltd. (Nanjing Chemical) has a 90-year history, originally founded as Yung Lee Chemical Factory in 1934 by patriot industrialist Fan Xudong [3][4] - During the war, the company faced significant challenges, including air raids, but managed to relocate critical equipment to continue production, demonstrating resilience [4] - The company has since evolved, focusing on innovation, such as the development of electronic-grade sulfuric acid, which is crucial for chip production [5][6] Group 3: Company Case Study - WISCO Kunming Steel Co., Ltd. - WISCO Kunming Steel Co., Ltd. was established in 1939, emerging from the need for steel production during wartime, with significant contributions to the war effort [8][10] - The company faced numerous challenges, including air raids, but successfully produced over 10,000 tons of iron and 4,000 tons of steel by 1945 [11] - Today, the company has modernized its operations, focusing on green and intelligent manufacturing, and has become a leader in high-strength seismic steel production [12][12] Group 4: Company Case Study - Nanjiao Hydropower Plant - The Nanjiao Hydropower Plant, built during the war, was crucial for powering the strategic Yunnan Gejiu tin mine, showcasing the importance of energy infrastructure [13][16] - Despite facing significant challenges, including air raids, the plant was completed and significantly increased tin production, supporting the war effort [16][17] - The plant has undergone modernization, achieving a significant increase in efficiency and contributing to the local power grid [17][18]
光伏板块反内卷效果明显,板块整体有望迎来修复 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-24 01:20
电力工业运行:根据能源局数据,2025年7月,全社会用电量为10226亿千瓦时,同比增 长8.60%;2025年1-7月,全社会用电量累计为58633亿千瓦时,同比增长4.50%。2025年1-7 月,新增发电装机容量32480万千瓦,同比增长75.72%。2025年1-7月,发电设备平均利用小 时1806小时,同比减少188小时。2025年1-7月,电网累计投资3315亿元,同比增长12.50%; 电源累计投资4288亿元,同比增长3.40%。 新型电力系统情况:光伏:反内卷对于光伏板块具备非常积极的影响,通过行业、政 策、需求端等多方面的发力,光伏板块整体上有望迎来修复。截至2025/9/17,多晶硅料(致 密料)平均价51元/Kg,较上周上涨1.00元/Kg。储能:截至2025H1末,中国已投运电力储能项 目累计装机规模164.3GW(包括抽水蓄能、熔融盐储热、新型储能),同比增长59%。其中新 型储能累计装机达到101.3GW,同比增长110%。锂电:产业链价格小幅上涨,截至 2025/9/19,碳酸锂价格7.13万元/吨,较上周上涨0.14万元/吨。充电桩:截至2025年8月底,全 国充电基础设施累 ...