刚抵达开关柜生产线，李新闻就凭借扎实的安装经验敏锐地发现了问题：接线工艺虽符合电气标准，但 查一根线要翻动整束缆，后期维护工作非常不方便。"若按功能分束绑扎，故障排查时间能减少 40%。"厂方技术人员当场采纳建议，调整了后续工艺。 班组长老蔡则聚焦"安装友好性"。他发现某开关柜吊环位置会导致吊装夹角过小，设备易晃动。"吊环 外移至少5厘米，稳定性会大幅提高。"这一建议，也被厂方采纳并更新了图纸。对于检修空间，班组坚 持在实际规范基础上再预留20厘米，为未来20年的维修预留便利。为期两天的厂验中，一线班组提出的 6条建议有4条被立即采纳。目前，该模式正从变电班组向其他班组全面推广。 在山东青岛地铁变电设备出厂验收现场，2号线二期变电班组的技工李新闻俯身贴近一排高压柜，用手 指仔细触摸母排绝缘层的接缝处。与他一同站在检验台前的，还有来自施工一线的两名变电班组骨干。 他们正将多年积累的现场经验，直接带到制造工厂，将质量把关的关口前移到了制造源头。 过去，供电设备遵循"工厂生产-工厂检验-现场接收"的传统流程，一线班组常在设备运抵现场后才发现 问题。项目管理层意识到，一线人员是设备最终的安装使用者与长期维护者，应将现 ...

格隆汇12月30日丨平高电气(600312.SH)公布，日前，国家电网有限公司电子商务平台 （http://ecp.sgcc.com.cn）发布了"国家电网有限公司2025年第八十五批采购(输变电项目第六次变电设备 (含电缆)招标采购)中标公告""国家电网有限公司2025年第八十六批采购(输变电项目第六次变电设备单 一来源采购)成交公告""国家电网有限公司2025年第八十七批采购(输变电项目第二次35-220千伏设备协 议库存招标采购)中标公告"。公司及子公司为相关项目中标单位，中标金额合计约为8.76亿元，占2024 年营业收入的7.06%。 ...

格隆汇12月30日丨平高电气(600312.SH)公布，日前，国家电网有限公司电子商务平台 （http://ecp.sgcc.com.cn）发布了"国家电网有限公司2025年第八十五批采购(输变电项目第六次变电设备 (含电缆)招标采购)中标公告""国家电网有限公司2025年第八十六批采购(输变电项目第六次变电设备单 一来源采购)成交公告""国家电网有限公司2025年第八十七批采购(输变电项目第二次35-220千伏设备协 议库存招标采购)中标公告"。公司及子公司为相关项目中标单位，中标金额合计约为8.76亿元，占2024 年营业收入的7.06%。 ...

格隆汇12月24日丨通达股份(002560.SZ)公布，国家电网有限公司电子商务平台于近日在"招标采购\推荐 中标候选人公示"中发布了《国家电网有限公司2025年第八十五批采购（输变电项目第六次变电设备 （含电缆）招标采购）推荐的中标候选人公示》（简称"公示1"）、《国家电网有限公司2025年第八十 八批采购（输变电项目第六次线路装置性材料招标采购）推荐的中标候选人公示》（简称"公示2"）、 《国家电网有限公司2025年第八十九批采购（输变电项目第二次35-330千伏材料协议库存招标采购）推 荐的中标候选人公示》（简称"公示3"），公示开始时间为2025年12月24日，公示期3日。据河南通达电 缆股份有限公司测算，在上述公示中公司预中标物资总价值共计人民币15,393.286387万元，约占公司 2024年度营业总收入的2.48%。 ...

Core Insights - Jiangsu's foreign trade demonstrates resilience despite uncertainties, with a total import and export value of 4.88 trillion yuan from January to October, accounting for 13.1% of the national total and contributing over 20% to the national export growth [1] Group 1: Market Expansion - Jiangsu is focusing on opening new markets and expanding new business formats to enhance foreign trade [1] - Yangjie Electronics has seen a 30% growth in foreign sales, with plans for factory expansions in Vietnam, Malaysia, and Thailand [2] Group 2: Innovation in Trade - The "Shicaitong" platform in Changshu has facilitated a significant increase in exports for small and micro foreign trade businesses, growing from 1 billion USD to over 15 billion USD since 2020 [3] - Jiangsu's imports and exports with Belt and Road countries reached 2.44 trillion yuan, an 11.7% increase year-on-year, while trade with ASEAN countries grew by 22.1% [3] Group 3: Digital Transformation - The cross-border e-commerce sector in Suzhou's Shengze Town has seen a 225.4% increase in import and export value, reaching 3.635 billion yuan from January to September [4] - Jiangsu's cross-border e-commerce platforms experienced over 60% growth in imports and exports from January to October, with traditional industries leveraging digital channels for international market expansion [5] Group 4: Brand Development - Companies like Borui Electric and Yadea are enhancing their competitive edge through quality control and innovation, with Borui's products entering over 70 countries and Yadea adapting products for Southeast Asian markets [6] - Jiangsu's effective invention patent numbers remain among the highest in the country, with advanced manufacturing clusters contributing over 60% of these patents [7]

平高电气（600312）(600312.SH)发布公告，日前，国家电网有限公司电子商务平台发布了"国家电网有 限公司2025年第七十四批采购(输变电项目第五次变电设备(含电缆)招标采购)中标公告""国家电网有限 公司2025年第七十五批采购(输变电项目第五次变电设备单一来源采购)成交公告"。公司及子公司为相 关项目中标单位，中标金额合计约为8.58亿元，占2024年营业收入的6.92%。 ...

Core Viewpoint - Pinggao Electric has won bids for two procurement projects from State Grid Corporation of China, with a total bid amount of approximately 858 million yuan, which accounts for 6.92% of the company's projected revenue for 2024 [1] Group 1 - The State Grid Corporation of China announced the results of its 74th and 75th procurement batches for 2025, focusing on substation equipment and cables [1] - Pinggao Electric and its subsidiaries are the winning bidders for the relevant projects [1] - The total bid amount of 858 million yuan is significant for the company's financial outlook, representing a notable percentage of its expected revenue [1]

Group 1 - The smart grid concept has seen a strong surge, with companies like Zhongneng Electric reaching a 20% limit-up and others like Xintian Technology and Sanbian Technology also experiencing significant gains [1] - In the first nine months of this year, the State Grid Corporation completed fixed asset investments exceeding 420 billion yuan, marking an 8.1% year-on-year increase [1] - The total investment by the State Grid is expected to surpass 650 billion yuan for the first time this year, driven by the commissioning of several ultra-high voltage direct current projects [1] Group 2 - The acceleration of non-fossil energy substitution is a key task for achieving carbon peak goals during the 14th Five-Year Plan, focusing on the growth of new energy installations and supporting infrastructure [2] - It is estimated that during the 14th Five-Year Plan, wind and solar installations will add at least 1 billion kilowatts, with an average annual increase of around 200 million kilowatts [2] - Overall investment in the power grid is expected to remain high during the 14th Five-Year Plan, with key focus areas including distribution networks and ultra-high voltage projects [2]

Core Insights - Recently, Shui Fa Power's subsidiaries, Dachi Electric and Dachi High Voltage Switch, won bids totaling over 137 million yuan in the State Grid's fourth batch of substation equipment procurement for 2025 [1] - Dachi High Voltage Switch set a new record with a single order amounting to 75 million yuan, highlighting the strong development momentum since the establishment of Shui Fa Power [1] Company Developments - Since its establishment, Shui Fa Power has rapidly integrated its management team and built an organizational structure, implementing penetrating management to deepen business integration [1] - The company has created a "one chessboard" operational pattern, coordinating product technology, production capacity collaboration, and market channel management to establish a comprehensive equipment manufacturing system [1] Market Recognition - The recent bidding success reflects the State Grid's recognition of the quality and technology of the "Dachi" brand, confirming the scale effect and brand synergy following Shui Fa Power's integration and upgrade [1] Strategic Initiatives - Shui Fa Power has launched a "100-day battle" initiative focusing on precise marketing, rapid response, and efficient contract fulfillment [1] - The initiative aims to strengthen collaboration across all processes, enhance bid quality and contract scale, and solidify the foundation for achieving annual operational goals [1]

Group 1 - Multiple listed companies have recently announced pre-bid results for State Grid projects, indicating a trend of increasing participation in government contracts [1][2] - Zhejiang Wansheng Intelligent Technology Co., Ltd. is a candidate for a State Grid project with a pre-bid amount of approximately 67.98 million yuan, representing 7.25% of its audited revenue for 2024 [1] - Ningbo Sanxing Medical Electric Co., Ltd. and Hangzhou Haixing Electric Power Technology Co., Ltd. also reported significant pre-bid amounts, with total expected bids of approximately 193 million yuan and 128 million yuan respectively [1] Group 2 - The investment in China's power grid is experiencing rapid growth, with a reported investment of 291.1 billion yuan in the first half of 2025, a year-on-year increase of 14.6% [2] - Equipment investment within the grid construction has seen a substantial increase of 39.6% year-on-year, highlighting a focus on technological advancements [2] - The State Grid is prioritizing investments in areas such as ultra-high voltage projects, digital upgrades of distribution networks, and renewable energy integration [2] Group 3 - In the first half of 2025, the newly connected capacity of wind and solar energy in the State Grid's operational area reached 203 million kilowatts, a remarkable growth of 108.7% year-on-year [3] - The ongoing construction of ultra-high voltage direct current projects is facilitating the transmission of renewable energy from resource-rich western regions [3] - The outlook for future investments in the power grid remains optimistic, with expectations for continued growth driven by increasing clean energy demands [3]