光伏发电是我国新能源建设的主要形式之一，其中分布式光伏近年来发展迅速，大部分安装在农村住 宅、工业厂房的屋顶，通过10千伏或380伏线路并网发电。然而，一些分布式光伏设备涉网安全标准不 高，在电网发生电压、频率波动时，存在大规模脱网风险，成为影响行业长期发展的难题。 "分布式光伏设备的核心部件是逆变器，如果直接更换将是一笔巨大投入。我们把目标放在如何挖掘逆 变器性能上，通过软件升级方式对分布式光伏逆变器的涉网性能进行提升。"国网山东省电力公司调控 中心水电及新能源处处长秦昌龙说。 转自：中国质量报 据新华社电 近日，在山东潍坊诸城市柳家庄村，国网山东省电力公司成功完成国内首个整村分布式光 伏涉网安全能力提升改造，并通过了山东电科院专家的现场测试验证，为破解分布式光伏涉网安全难题 提供了可复制、可推广的实践样本。 ...

明确技术路线后，国网山东省电力公司选择在诸城市柳家庄村开展了试点。柳家庄村有160户安装屋顶 光伏，设备品牌多、型号杂、建设时间跨度大，是全省分布式光伏发展的一个缩影。国网山东省电力公 司多专业联合攻坚，顺利完成改造并验证了技术路线的可行性。 "分布式光伏设备的核心部件是逆变器，如果直接更换将是一笔巨大投入。我们把目标放在如何挖掘逆 变器性能上，通过软件升级方式对分布式光伏逆变器的涉网性能进行提升。"国网山东省电力公司调控 中心水电及新能源处处长秦昌龙说。 国网山东省电力公司经过集中攻关，完成了对41万户、50余个品牌、1100多种型号的分布式光伏逆变器 参数收集与性能摸底。在此基础上，还提出了"压容比""流容比"两项逆变器关键参数配置指标，创新提 出"升级软件、不动硬件"的升级路径，依托远程更新固件等方式实现逆变器涉网性能的显著提升。 1月22日，在山东省潍坊诸城市柳家庄村，国网山东省电力公司成功完成国内首个整村分布式光伏涉网 安全能力提升改造，并通过了山东电科院专家的现场测试验证，为破解分布式光伏涉网安全难题提供了 可复制、可推广的实践样本。 光伏发电是我国新能源建设的主要形式之一，其中分布式光伏近年来发 ...

（文章来源：新华网） 国网山东省电力公司经过集中攻关，完成了对41万户、50余个品牌、1100多种型号的分布式光伏逆变器 参数收集与性能摸底，在此基础上提出了"压容比""流容比"两项逆变器关键参数配置指标，创新提 出"升级软件、不动硬件"的升级路径，依托远程更新固件等方式实现逆变器涉网性能的显著提升。 明确技术路线后，国网山东省电力公司选择在诸城市柳家庄村开展试点。柳家庄村有160户安装屋顶光 伏，设备品牌多、型号杂、建设时间跨度大，是全省分布式光伏发展的一个缩影。国网山东省电力公司 多专业联合攻坚，顺利完成改造并验证了技术路线的可行性。 未来，我国新能源装机容量仍将快速增长。专家指出，柳家庄村作为国内首个整村分布式光伏涉网安全 能力提升改造试点，为今后大规模改造积累了宝贵经验。 1月22日，在山东潍坊诸城市柳家庄村，国网山东省电力公司成功完成国内首个整村分布式光伏涉网安 全能力提升改造，并通过了山东电科院专家的现场测试验证，为破解分布式光伏涉网安全难题提供了可 复制、可推广的实践样本。 光伏发电是我国新能源建设的主要形式之一，其中分布式光伏近年来发展迅速，大部分安装在农村住 宅、工业厂房的屋顶，通过10千伏 ...

Core Insights - Three companies from Suzhou High-tech Zone Shishan Business Innovation District have been selected as provincial enterprise technology centers for 2025, which are crucial for building technological innovation systems and enhancing competitive market positions [1] Company Summaries - Suzhou Lianxun Instrument Co., Ltd. has achieved key technological breakthroughs in optical communication testing, power device testing, and semiconductor integrated circuit testing [1] - Suzhou Haipeng Technology Co., Ltd. focuses on distributed photovoltaic inverter products and smart energy management solutions, with products sold in over 70 countries across five continents [1] - Suzhou Gaiya Information Technology Co., Ltd. has developed core technologies for real-time parallel processing of massive data and dynamic scheduling algorithms for heterogeneous data, serving clients in 34 countries and regions with over 7 million employees using its services daily [1]

Core Viewpoint - Shangneng Electric has responded to the Shenzhen Stock Exchange's inquiry regarding its application for a specific stock issuance, addressing key issues such as project filing, changes in the issuance plan, expansion of distributed photovoltaic inverter production, and inventory impairment provisions along with sales expenses [1] Group 1: Project Filing and Expansion - The annual production capacity project for 25GW string photovoltaic inverters has faced delays, with the company indicating that the project filing will expire in August 2025 due to not starting construction [2] - The company has applied for an extension of the project start date to 2026, allowing for continued implementation despite the risk of filing expiration [2] Group 2: Changes in Issuance Plan - In July 2023, the company modified its issuance plan to include additional subscription targets, with the actual controller Wu Qiang intending to participate [3] - This change is classified as a significant alteration under relevant securities regulations, affecting the investment projects initiated after July 31, 2023 [3] Group 3: Production Capacity Expansion - The fundraising project aims to add 15GW of distributed photovoltaic inverter production capacity, representing a tenfold increase [4] - Despite a decline in some overseas market demands, the company believes the expansion is justified due to anticipated growth in the global distributed photovoltaic market, particularly in domestic and certain international markets [4] - The company possesses several advantages for absorbing the new capacity, including strong brand recognition, extensive customer resources, robust marketing networks, and effective cost control [4] Group 4: Inventory and Sales Expense Analysis - The company's inventory impairment provision ratio differs significantly from comparable companies, influenced by product structure and sales conditions [5] - Sales expenses for 2024 are projected to be 190 million, a 45.18% increase year-on-year, primarily due to heightened market development costs [5] - The sales expenses are aligned with revenue, and the overall sales expense ratio is lower than that of comparable companies, reflecting the company's efficient sales personnel management and operational model [5]

Core Viewpoint - The joint meeting of six departments signals a strong push from the government to transition the photovoltaic industry from "scale expansion" to "high-quality development," aiming to eliminate low-price and low-quality competition [1] Industry Overview - The meeting is interpreted as a milestone for the industry to combat "involution," creating a fair and healthy competitive environment for high-quality companies with strong technical capabilities and management [1] - Companies that focus on niche markets and possess core technological barriers and excellent brand reputation will see their long-term investment value increasingly highlighted [1] Company Highlights - **Oriental Risen**: A leader in HJT technology, the company aligns with the policy's call for "strengthening technological innovation" and "maintaining quality safety standards." Its "Voxi" series products represent the highest quality and technology level in photovoltaic modules, avoiding price competition through advanced technology [2][3] - **Yihua Co.**: Specializes in precision connectors for photovoltaic brackets, with a strong focus on technology and quality. The company benefits from the shift in market competition from price wars to reliability and durability, enhancing its market share and technical premium [3][4] - **Jinlang Technology**: A major brand in distributed photovoltaic inverters, the company emphasizes brand reputation and reliable channel services. As the market cleans up "false marketing," Jinlang's strong brand and service capabilities position it to capture market resources [4][5] - **Ainengju**: A smart service provider for distributed energy, focusing on the development and operation of distributed photovoltaic power stations. The company's business model allows it to avoid intense competition in manufacturing while meeting the increasing demands for operational efficiency and safety [5][6] Market Implications - The joint deployment by six departments heralds a significant industry reshuffle, with companies lacking technology and relying on low-price competition facing severe survival challenges. In contrast, quality leaders like Oriental Risen, Yihua Co., Jinlang Technology, and Ainengju are poised to seize unprecedented growth opportunities [6]