来源：环球网 代表团密集走访了行业头部企业，寻求深度合作契机。在正泰电器集团，双方就智能电网、新能源解决 方案等领域的合作潜力进行了探讨，表达了在技术转化与项目落地上达成战略合作的意愿。在浙江天正 电气股份有限公司，重点交流了低压电器产品的智能化升级与市场拓展策略。在兰普集团，双方就高性 能电气元器件的供应链协同与产业配套进行了务实对接。 代表团积极发掘优质增量资源，与多家具备高成长性的企业进行深度对接。在安富新能源有限公司，双 方探讨了新能源技术在电气装备领域的应用前景。在浙江创奇电气有限公司与浙江海川电气有限公司， 详细了解了企业的核心技术与发展规划，积极推介高新区的产业生态与承载能力，力促优质项目落地。 同时，许昌高新区部分电力装备企业负责人随同考察，通过"以商招商"的形式，近距离学习行业先进经 验，加强与同行企业的产业链协作，为本地企业"走出去"与"引进来"搭建了重要桥梁。 此次温州之行，对于许昌高新区代表团不仅是一次考察学习与信息收集，更是一次精准的产业叩门与诚 意招商。下一步，许昌高新区将对此次考察成果进行系统梳理与跟踪服务，推动达成的合作意向尽快转 化为落地项目，为全区经济高质量发展注入强劲动力 ...

格隆汇2月26日｜据证券日报，随着人工智能技术加速演进，"算力的尽头是电力"已成为科技行业共 识。从马年春节期间密集刷屏的AI红包、人形机器人到春晚AI互动，这些科技热点的背后，是电力基 础设施稳定、高效的支持。随着AI算力需求激增与人工智能的快速发展，电网设备作为支撑科技发展 的"电力基石"，其重要性被提升至新的高度。 方正证券研报认为，展望2026年，人工智能数据中心行 业仍将保持高景气。一方面，国内外头部互联网厂商公布的资本开支计划普遍显示较高增长预期；另一 方面，海外头部电力设备厂商业绩表现亮眼，行业高成长性已在业绩端有所体现。从产业链受益环节来 看，袁帅表示，直接为数据中心提供供电、配电设备的企业将率先获得订单增长；围绕智能电网、储能 系统、电力调度系统等领域的技术服务企业，也将随着电网智能化改造的深入而迎来发展机遇。 ...

为促进新能源产业发展，天津组建了"智能电网"创新联合体、高效光伏技术研发及产业化创新联合体、 先进动力电池创新联合体等新能源产业创新平台。国网天津电力持续优化电网网架结构、提升电力系统 调节能力、加强电网科学规划，服务新能源高质量发展。 "为适应新能源大规模分散接入带来的变化，我们针对性开展继电保护、安全自动控制装置升级改造， 优化安全防护策略。借助天气预警系统、数字孪生电网、虚拟电厂等手段，加强新能源发电预测和负荷 预测，优化火电机组开机方式，实现主动安全预警。"国网天津市电力公司水电及新能源处负责人黄志 刚说。 目前，天津立足超大城市受端电网定位，以高新能源渗透率、高电气化率为目标，以高弹性、高可靠性 为特征，加快构建新型电力系统。天津市工信局节能与综合利用处处长李钢表示，2026年，天津将围绕 推动新能源产业高质量发展，加快新能源产业技术迭代与模式创新，推动产业向"制造+服务"转型。 本报天津2月21日讯（记者周琳）截至2025年12月底，天津新能源发电装机容量突破1484万千瓦，占全 市发电装机总容量的44.59%，超过煤电成为第一大电源。 新能源发电量明显增加与天津持续完善相关产业体系密切相关。20 ...

Group 1 - The core viewpoint of the news is the issuance of the "Implementation Opinions on Improving the National Unified Electricity Market System" by the State Council, aiming to establish a unified electricity market system by 2030, with a target of market-based trading volume accounting for about 70% [1] - The policy is designed to break down market barriers and promote the entry of diverse entities, providing institutional support for the construction of a new power system, which directly benefits sectors such as ultra-high voltage, smart grids, and virtual power plants [1] Group 2 - In the recent stock performance, Guodian Nanzi (600268) experienced significant fluctuations, with a notable increase of 5.38% on February 12, closing at 13.13 yuan, with a trading volume of 676 million yuan and a net inflow of main funds amounting to 31.27 million yuan, indicating a positive market reaction to the policy [2] - On February 13, the stock price corrected by 1.90%, closing at 12.88 yuan, with a shift to net outflow of main funds, although the overall 5-day fluctuation remained at 3.04% with an amplitude of 8.08%, reflecting intensified short-term capital speculation [2] - The change in fund flow showed a net outflow of 13.49 million yuan on February 9, contrasting with the net inflow on February 12, highlighting the shift in market sentiment driven by the policy [2]

Group 1 - The company is focusing its investments on digitalization of the power grid and intelligent upgrades of the distribution network [1]

证券日报网讯 2月10日，金信诺在互动平台回答投资者提问时表示，公司暂未在智能电网有所布局。 （文章来源：证券日报） ...

驻新安镇帮扶工 作队：联合举办 科普活动 以科 技赋能助力乡村 人才培育_南方 +_南方plus 为深入推动乡村 振兴驻镇帮镇扶 村工作，充分发 挥科技与产业帮 扶的带动作用， 2月3日，在广东 省农业农村厅 广东电网公司驻 新安镇帮镇扶村 工作队的精心策 划与牵头组织 下，一场以"电 亮未来，感知现 代化农业新动 力"为主题的电 网+农业融合科 普宣传活动在化 州市新安镇顺利 举行。活动得到 了化橘红博览 馆、电白、化州 供电局团委及新 安镇多所小学等 协办单位的大力 支持，青年志愿 者团队全程参与 保障，共吸引超 200名新安镇小 学生及职工子弟 积极参与。 在参观过程中， 青年志愿者们积 极配合讲解员， 不仅有效维护了 现场秩序，更结 合各示范点的实 际，生动讲解了 智能电网如何支 撑现代农业发 展、安全用电常 本次活动是工作 队立足新安镇实 际，整合后方单 位资源，实 施"志智双扶"的 一项重要举措。 活动紧紧围 绕"普及科学知 识、筑牢安全防 线、促进交流融 合、展示帮扶成 果"的核心目 标，通过组织参 观化橘红特色产 业博览馆、电气 化农机共享驿 站、"351"农村 新型电力系统示 范点以及农业规 ...

Core Viewpoint - The Chinese government emphasizes the acceleration of smart grid and microgrid construction to enhance the safety and energy security of the power system [1] Group 1: Smart Grid Development - Smart grids are essential for adapting to the rapid development of high-proportion renewable energy, comprising main grids, distribution networks, and microgrids with features of high informationization, automation, and interactivity [1] - Accelerating the construction of smart grids and microgrids will improve the grid's ability to accept, allocate, and regulate clean energy, ensuring safe, reliable, and cost-effective operations [1][2] - The transition of distribution networks from merely receiving and distributing electricity to an interactive model with integrated resources is crucial for enhancing service capabilities [2] Group 2: Microgrid Construction - Microgrids are characterized by self-balancing, safety, miniaturization, greenness, intelligence, and sharing, playing a significant role in the stable, efficient, and low-carbon development of new power systems [3] - The development of smart microgrids should be coordinated with the overall grid strategy, promoting compatibility with large grids and efficient collaboration with distribution networks [3] - Demonstration projects for smart microgrids should be established in areas with abundant renewable resources, such as rural regions and high-proportion renewable supply parks [3] Group 3: Intelligent Dispatch System - An advanced power dispatch system can significantly enhance the grid's ability to accept and flexibly dispatch renewable energy sources [4] - Optimizing the dispatch operation mechanism and building a multi-level intelligent operation system are essential for improving local balance capabilities and proactive support for the main grid [4] - Establishing a unified market trading platform for decentralized resources will encourage participation from emerging entities like virtual power plants and electric vehicles, fostering positive interactions with renewable energy [4]

Group 1 - Hengtong Optic-Electric Co., Ltd. experienced a stock price increase of 5.22%, reaching 36.67 CNY per share, with a trading volume of 9.45 billion CNY and a turnover rate of 1.08%, resulting in a total market capitalization of 904.55 billion CNY [1] - The company, founded on June 5, 1993, and listed on August 22, 2003, specializes in high-end technology, product research and development, and system integration services in the communication network and energy interconnection sectors, as well as global submarine cable communication network construction [1] - The revenue composition of Hengtong Optic-Electric includes: smart grid (36.98%), copper conductors (25.02%), industrial and new energy intelligence (11.28%), optical communication (10.94%), marine energy and communication (9.57%), and others (5.33%) [1] Group 2 - Citic Securities Investment Fund has a significant holding in Hengtong Optic-Electric, with the Citic Securities Trend Navigation Two-Year Holding Period Mixed A Fund (016265) holding 81,100 shares, accounting for 2.14% of the fund's net value, making it the sixth-largest holding [2] - The fund has a total scale of 81.62 million CNY and has achieved a year-to-date return of 5.1%, ranking 2253 out of 8874 in its category, with a one-year return of 37.81%, ranking 2815 out of 8124 [2] - The fund manager, Luan Jiangwei, has a tenure of 10 years and 215 days, with the fund's total asset scale at 2.577 billion CNY, achieving a best return of 254.1% and a worst return of 5.6% during his tenure [3]

刘燕华指出当前人工智能正处于爆发式发展阶段，绿色能源领域也在经历深刻变革，二者的融合已成为推动新时代经济发展的重要驱动力。他强调，人工智 能的发展已从理论奠基、技术探索迈向应用突破阶段，正从单一任务处理向多模态融合、自主决策演进，而这场技术竞争的本质，是技术生态、产业资源与 战略定力的综合较量。 2026年1月30日，以"智赋未来.能启新篇"为主题的AI+能源发展大会在中关村会议中心举行。科技部原副部长、党组成员刘燕华发表致辞，围绕人工智能与 绿色能源融合发展的核心议题，深刻剖析两者融合的战略意义、协调效应，明确AI技术的发展阶段与应用方向，为"AI+绿色能源"的创新实践提供了清晰指 引。 刘燕华表示，智慧能源作为新时代经济发展的主要驱动力，正深刻改变着社会与经济发展模式。他期待本次大会能够从多个角度深入探讨人工智能与绿色能 源的融合路径，希望与会嘉宾能够通过交流碰撞收获启发，在未来的发展中实现更大突破，共同推动能源领域的创新发展与低碳转型。 刘燕华引用国际能源署预测数据，凸显了AI与绿色能源融合的巨大价值——到2035年，AI技术的规模化应用可产生几十亿吨每年的二氧化碳减排潜力。他 进一步阐释，二者之间存在 ...