目前，已公布的指标体系涵盖电网、油气勘探开发、发电、通信、汽车、冶金、航空、矿业、装备制 造、航运、建筑、石油炼化、医药、建材、物流、检验检测等16个行业。 基于已形成的16个行业评价指标体系，以2024年度数据为基础，中国企联对16个行业企业开展了世界一 流企业建设评估。从总体结果看，中央企业建设世界一流的步伐更加坚实有力。 在45家参评中央企业中，包括中国石油、中国石化、中国海油、国家电网、南方电网、中国三峡集团、 国家能源集团、中国移动、中国宝武、中国远洋海运、中国建筑、中国中车集团、中交集团在内的13家 企业位居行业第一梯队，在综合排名中居于前列。 登录新浪财经APP 搜索【信披】查看更多考评等级 转自：北京日报客户端 国有企业16个行业世界一流企业评价指标体系发布 2024年11月，在第七届中国企业论坛"'标'杆引领 '准'则护航 加快建设更多世界一流企业"平行论坛上， 中国企业联合会发布了国有企业首批11个行业世界一流企业评价指标体系。 2025年11月，在第八届中国企业论坛"以评促建，加快建设更多世界一流企业"平行论坛上，中国企业联 合会进一步发布了国有企业第二批5个行业世界一流企业评价指标体系 ...

高盛闭门会-ai 数据中心带来能源新增长，关键投资机会在 电网和电池 20251123 摘要 全球能源需求持续增长，人工智能和数据中心是主要驱动力，天然气作 为过渡燃料的重要性再次凸显，石油需求预计将持续增长至 2040 年， 表明能源结构转型并非一蹴而就。 美国在清洁技术领域保持领先地位，德克萨斯州成为美国清洁技术中心。 欧洲则关注欧盟排放交易体系（EUETS）的未来走向，预计 2026 年边 境调整生效后将获得更多支持。 大型公用事业公司预测欧美电力需求将增长 2%-3%，微软、谷歌、英 伟达等科技巨头在欧洲数据中心领域投资增加，预示欧洲数据中心市场 正快速发展。 全球范围内可再生能源持续推进，即使在传统碳氢化合物地区如德克萨 斯州。印度人均 GDP 快速增长带动能源消费，中国以外地区电动车渗透 率低，塑料需求强劲，共同推动全球能源消费增长。 电池储能会议聚焦数据中心和人工智能领域的电力需求，中国在储能领 域占据主导地位，拥有完整供应链和快速产能扩张能力，预计 2024- 2026 年全球电池价格将下降 50%以上。 Q&A 今年（2025 年）碳排放会议上有哪些值得关注的新趋势？ 今年的碳排放会议上，能 ...

欧洲智能电网： 可再生能源波动成机遇 【energytechreviewapac网 11月21日报道】 注：图片源于网络 欧洲要实现气候目标并保障能源独立，电网基础设施的现代化改革势在必行。智能电网凭借其核心数字 智能和双向流动能力，成为化解间歇性可再生能源复杂性的关键驱动力，将波动性这一挑战转化为打造 更灵活、更具韧性、更可持续能源未来的机遇。 智能电网利用先进数字技术、传感器和智能软件组成的集成网络，对电力的生产、传输、配送和消费进 行实时管理。其核心特征是实现电力与数据的双向流动，这与传统单向电网模式有本质区别。智能电表 和嵌入式传感器可持续监测电力流向和用户使用模式，生成海量高分辨率数据，为动态运营决策提供依 据。 这种实时可视性让运营商能够以更精准地平衡供需关系。先进的监测平台汇总海量数据，实时提供电网 运行状态的全貌。电力企业可即时调整输出，更好地应对可再生能源间歇性引发的波动，并缓解电网局 部拥堵或潜在的系统故障。此外，智能电网经专门设计，能够无缝接入屋顶太阳能装置、社区风能项目 等分布式能源资源（DER）。运用精密软件，电网可接纳来自产消者社区的波动性能源输入，即便分布 式发电规模不断扩大，仍 ...

一轮牛市，人们只会记得最后的"疯"，很少有人记得它之前往往是漫长、枯燥、甚至伴随质疑声的"慢"。 2015年的疯牛，真正的起点在2013年； 2021年大家口口声声说是牛市，但上证指数全年几乎横着走，赚钱效应主要来自中小盘和赛道股。 今天的A股，又一次站在类似的阶段： 指数不算耀眼，情绪时冷时热，但结构已经发生了关键变化。 我的核心判断是： 这轮牛市尚未结束，仍处在从"慢热"走向"发酵"的阶段，未来3个月，A股有较大概率走出类似2014年底那种"先挖坑、再 拉升"的节奏，春节前后或是情绪爆点。 下面我们从资金、政策、结构和时间节奏四个维度，把这件事讲清楚。 一、情绪冰冷，往往不是牛市结束，而是主升浪的酝酿期 很多人这两年最大的感受是： "指数没涨多少，我的账户怎么反而更难做了？" "明明新闻天天说利好，怎么盘面老是阴晴不定？" 如果只盯着指数，你确实很难判断牛熊。 从几个关键"现象"看，目前更符合"牛市中段，而非尾声"的特征： 散户参与度并不高 新开户数据温和，没有出现2015年那种开户潮。 银行存款搬家迹象有限，居民资金并未大规模杀入股市。 社交网络上"炒股一夜翻倍"的故事极少，讨论热度远未"泛滥"。 场内 ...

投运"五交四直一环网"，形成全国最大省域交直流混联电网；提速建设全国首个省域特高压"双环网"， 打造能源输送"坚强骨架"；新能源装机达1.24亿千瓦，领跑省级电网绿色转型……"十四五"期间，国网 山东省电力公司（以下简称"山东电力"）深入践行绿水青山就是金山银山理念，坚定当好新型电力系统 建设主力军，积极推进"外电入鲁"，为山东产业升级、能源转型和经济社会高质量发展注入强劲动力。 "十四五"期间，山东电网发展建设呈现"大规模、高强度"特征，建成投运特高压直流工程1项，新增换 流容量800万千瓦、输电线路141.4千米（含接地极线路）；35千伏及以上工程1043项，新增变电容量 11018.75万千瓦。 面对繁重的电网建设任务，山东电力深入贯彻基建"六精四化"管理思路，在国网系统打造首家基建"六 精四化"创新基地，积极开展"BIM+"技术攻关，自支撑组合大钢模板等一批新技术、新工法在国网系统 推广应用。编制发布国内首套《智慧工地建设规范》，多项工程（成果）获评国家电网公司、中电建 协、中施企协"智慧工地"及优秀案例。 经过多年的发展建设，山东电网500千伏电网形成"六横四纵"环网结构，220千伏变电站实现县域全 ...

公开资料显示，张文峰也曾长期在南方电网工作，曾任中国南方电网有限责任公司党组成员、副总经 理；2023年6月，任中国华能集团有限公司董事、党组副书记；2024年8月，任中国华能集团有限公司董 事、总经理、党组副书记。 国家电网有限公司成立于2002年12月29日，是根据《公司法》设立的中央直接管理的国有独资公司，注 册资本为8295亿元，以投资建设运营电网为核心业务，是关系国家能源安全和国民经济命脉的特大型国 有重点骨干企业。 （原标题：国家电网新任总经理，定了） 【导读】张文峰任国家电网总经理 中国基金报记者 卢鸰 国家电网官方网站11月14日发文称，2025年11月14日，国家电网有限公司召开领导班子（扩大）会议。 受中央组织部领导委托，中央组织部有关干部局负责同志宣布了党中央关于国家电网有限公司总经理任 职的决定：张文峰同志任国家电网有限公司董事、总经理、党组副书记，免去其中国华能集团有限公司 董事、总经理、党组副书记职务。相关职务任免，按有关法律和章程的规定办理。 张文峰在国家电网的前任为庞骁刚。庞骁刚此前曾长期在南方电网工作，从2020年7月起，先后任国家 电网副总经理、总经理；2025年10月调任 ...

张文峰在国家电网的前任为庞骁刚。庞骁刚此前曾长期在南方电网工作，从 2020 年 7 月 起，先后任国家电网副总经理、总经理； 2025 年 10 月调任国务院国资委副主任。 公开资料显示，张文峰也曾长期在南方电网工作，曾任中国南方电网有限责任公司党组成 员、副总经理； 2023 年 6 月，任中国华能集团有限公司董事、党组副书记； 2024 年 8 月，任中国华能集团有限公司董事、总经理、党组副书记。 国家电网有限公司成立于 2002 年 12 月 29 日，是根据《公司法》设立的中央直接管理的 国有独资公司，注册资本为 8295 亿元，以投资建设运营电网为核心业务，是关系国家能源 安全和国民经济命脉的特大型国有重点骨干企业。 20 多年来，国家电网持续保持全球特大型电网最长安全纪录，建成 42 项特高压输电工程， 成为世界上输电能力最强、新能源并网规模最大的电网，公司专利拥有量持续排名央企第 【导读】张文峰任国家电网总经理 中国基金报记者 卢鸰 国家电网官方网站 11 月 14 日发文称， 2025 年 11 月 14 日，国家电网有限公司召开领导 班子（扩大）会议。受中央组织部领导委托，中央组织部有关干 ...

Group 1: Lithium Battery Materials - The lithium battery materials sector is experiencing a comprehensive price increase, with significant profit growth expected for related companies. As of November 13, the average price of lithium hexafluorophosphate reached 131,000 CNY/ton, up approximately 110% from early October, with the highest price exceeding 142,000 CNY/ton [1][66] - The average price of electrolytes increased to 25,700 CNY/ton, a rise of 7,000 CNY/ton or 40% since early October. VC additives also saw an average price increase to 87,500 CNY/ton, up 4,100 CNY/ton or about 90% [1][66] - Companies to watch in the lithium battery sector include CATL, Yiwei Lithium Energy, and others, as their profitability is expected to significantly improve due to rising demand and prices [1][66] Group 2: Energy Storage Systems - The domestic energy storage system bidding has seen a substantial increase, with a cumulative bidding scale of 166.3 GWh from January to October, representing a year-on-year growth of approximately 172% [2][90] - The average price for a 4-hour energy storage system has risen to 0.52 CNY/Wh, an increase of 0.06 CNY/Wh from the previous period. New energy storage installations reached 85.5 GWh, a year-on-year increase of 71% [2][90] - Key companies in the energy storage industry include Sungrow Power Supply, Yiwei Lithium Energy, and others, which are expected to benefit from the growing demand [2][90] Group 3: AI Data Center Capital Expenditure - Major internet companies are increasing capital expenditures to meet the explosive demand for AI and cloud computing. Google raised its 2025 capital expenditure guidance to between 91 billion and 93 billion USD, while Meta increased its guidance to 70 billion to 72 billion USD [3][23] - OpenAI plans to launch the "Stargate" data center in 2026, with a planned capacity exceeding 8 GW and an investment of over 450 billion USD in the next three years [3][24] - Companies to focus on in the AIDC power equipment sector include Jinpan Technology, New Special Electric, and others, as they are expected to benefit from the increased capital expenditure [3][24] Group 4: Power Equipment Sector - The power equipment sector is showing signs of recovery, with an increase in domestic equipment delivery and a revival in bidding for high-voltage and smart meters expected by the end of the year [3][35] - The third round of bidding for smart meters by the State Grid has shown a significant rebound in prices, with the total bid amount around 5.53 billion CNY, a year-on-year decrease of 34% but an increase of 18% from the previous round [3][36] - Companies such as Sifang Co., Si Yuan Electric, and others are recommended for investment as they are likely to benefit from the improving market conditions [3][35][36] Group 5: Overall Investment Recommendations - The report suggests focusing on the recovery of the power equipment sector, the progress in green methanol industry layouts, the profit increase from lithium battery material price hikes, the advancement of solid-state battery industrialization, and the global demand for energy storage installations [4]

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area is embracing "All Sports Time" with the opening ceremony of the 15th National Games, showcasing technological innovations like the electric water mist system for the torch lighting [1] - Scene innovation is becoming a new engine for economic growth in China, emphasizing the importance of open collaboration and ecosystem building [1][2] Group 1: Scene Innovation and Economic Growth - Scene innovation is characterized by its integrative nature, combining new technologies, products, and business models to unlock deeper value and experiences [3] - The city of Hefei has launched 431 scene matching activities, resulting in over 1,200 cooperative projects, highlighting the effectiveness of demand-supply matching [2] - The establishment of various alliances, including state-owned enterprises and international collaborations, aims to promote resource sharing and innovation [2] Group 2: Technological Advancements and Applications - The "Flying Sea" model in Nansha, Guangzhou, integrates advanced technologies and resources to enhance deep-sea economic development [4] - The International Advanced Technology Application Promotion Center is facilitating the integration of major scientific infrastructure to support innovation in deep-sea applications [4][5] - The Guangdong region is leading in innovation, with initiatives like allowing L4 autonomous vehicles to operate without safety personnel, paving the way for commercial applications [5] Group 3: Regulatory and Institutional Framework - Effective scene cultivation requires not only infrastructure development but also regulatory and policy innovations to create a supportive environment for innovation [6] - The need for collaboration between effective markets and proactive government is emphasized to address uncertainties in scene development [5][6] Group 4: Urban Scene Innovation Practices - As of mid-2024, 65 cities in China have engaged in scene innovation practices, reflecting a significant increase and evolution in this area [7] - The transition from isolated actions to a more systematic approach in scene cultivation is noted, with a focus on integrating local resources and strengths [7][8] - Different cities have unique scene resource potentials based on their industrial foundations and consumer dynamics, necessitating tailored approaches to scene development [8]

Core Viewpoint - The A-share technology sector is experiencing structural differentiation, with active segments like power grids and robotics, while previously leading areas like computing power are undergoing corrections. This has sparked debates in the private equity circle regarding investment strategies and optimization of portfolios [1] Group 1: Investment Strategies - Many private equity firms are adopting a long-term bullish view on the "core technology stocks" while focusing on short-term high-low switches as a key strategy [1] - Investment opportunities in the AI sector should not be judged solely on the "new vs. old" dimension, as both "old AI" (like optical modules and PCBs) and "new AI" are expected to benefit from global AI development [3] - The current market trend shows funds shifting from previously high-performing areas like computing chips to sectors like electricity and semiconductors, indicating a rotation strategy [4] Group 2: Market Dynamics - The high concentration in the AI sector has become a consensus, but many private equity firms view this as a signal to refine their investment choices rather than exit the market [5] - A simplified verification system for investing in technology stocks emphasizes the importance of real technological application, profitability, and R&D efficiency [5] - The strategy of "watching performance" and "buying in batches" is recommended to manage risks and costs effectively [5] Group 3: Future Outlook - Private equity firms maintain a strong confidence in the long-term trends of core technology industries like AI and semiconductors, with a focus on application deployment and potential industry breakthroughs [7] - The AI computing infrastructure is expected to remain in high demand until 2026, driven by capital expenditures from overseas cloud vendors and accelerated domestic investments [7] - Emerging technologies and applications, such as advancements in open-source models and increased token usage, are anticipated to create new, unpriced demands in the industry [8] Group 4: Sector Focus - There is a growing interest in niche areas like storage chips, AI glasses, and AI edge hardware, which are seen as potential growth sectors [8]