作为南方电网控股的国家级高新技术企业，南网数字创业板IPO过会。 9月26日，深交所上市审核委员会2025年第22次审议会议召开，审议南方电网数字电网研究院股份有限公司（简称"南网数字"）首发事项，最终公司顺利过 会。 （文章来源：证券时报网） 南网数字发力突破"卡脖子"技术，实现自主可控。公司研发聚焦电力行业的"电鸿"物联操作系统；开发上线自主可控电力行业"大瓦特"人工智能大模型；成 功研制"伏羲"电力专用主控芯片，推动我国能源工控领域核心芯片从"进口通用"向"自主专用"转变，该成果成功入选国务院国资委"2021年度央企十大国之 重器"；自主研制世界首套微型智能电流传感器，攻克我国电力高端传感器技术难题，国产电力网络安全态势感知系统性能达到领先水平。公司先后参与承 接13项国家重点研发计划项目和国家重大科技专项项目及1项省级重点研发项目。 历经多年发展，南网数字凭借在技术和产品上的深厚积淀，以及专业的数字化、智能化解决方案和服务，公司已与南方电网、内蒙古电力集团、国家电网、 中国华能、中国华电、中广核、中国三峡集团、国家电力投资集团、中国铁建集团、中国中铁股份、北京能源集团、广州城投、四维图新等众多国央企和 ...

智通财经APP获悉，9月26日，南方电网数字电网研究院股份有限公司(简称：南网数字)通过深交所创业板上市 委会议。此次IPO的保荐人为招商证券，拟募资25.5446亿元。 财务方面，于2022年度、2023年度及2024年度及2025年1-6月，公司实现营业收入分别约为人民币56.86亿元、 42.34亿元、60.90亿元、15.58亿元;同期，公司净利润分别约为人民币6.53亿元、3.77亿元、5.74亿元、1547.03万 元。 据招股书，公司基于新一代信息技术，为电力能源等行业客户提供数字化建设综合解决方案，致力于构建世界 一流的电网数字化、智能化创新平台;同时，公司凭借在电力能源行业数字化转型业务实践中积累的技术和经 验，正逐步将产品及服务拓展到交通、水务燃气、政务公安、城市建设等领域。 公司以推动电力能源行业数字化转型为主线，逐步发展打造出AI驱动、云边端贯通、软硬件协同的电网数字 化、企业数字化和数字基础设施三大业务体系。 公司充分发挥中央企业科技创新、产业引领、安全支撑作用，聚焦自主可控，发力突破"卡脖子"技术，集中力 量推进关键核心技术攻关，加速推进科技成果向现实生产力转化。截至招股说明书签署 ...

日常生活中，电是不可或缺的核心能源，手机、电脑等常用电器都离不开充电补给。 在 "新型电力系统" 建设的政策东风下，我国电力能源数字化市场发展迅速，2024年规模已高达3150亿元，该领域已跑 出国电南瑞、东方电子、四方股份等上市公司，如今又有一家来自广州的企业冲击A股IPO。 格隆汇获悉，9月26日，南方电网数字电网研究院股份有限公司（简称"南网数字"）将在深交所首发上会，保荐人为招 商证券。 南网数字为电力能源等行业客户提供数字化建设综合解决方案，2024年营收超过60亿元，客户包括南方电网、国家电 网、中国华能、中广核等，但公司也存在对南方电网的关联销售占比较高、存货规模上升、行业竞争激烈等风险。 01 聚焦电网及企业数字化领域，关联销售占比较高 南网数字以推动电力能源行业数字化转型为主线，逐步发展打造出AI驱动、云边端贯通、软硬件协同的电网数字化、 企业数字化和数字基础设施三大业务体系。 其中，电网数字化业务包括数字电网智能运行系统、数字电网物联感知设备两大产品类别，推动以电力系统全环节的 数据为生产要素，优化电网生产运营；融合人工智能和大数据等新一代信息技术推动电网系统高效、科学决策。 企业数字化业 ...

Core Viewpoint - The article emphasizes the achievements and strategic initiatives of the Southern Power Grid Company during the "14th Five-Year Plan" period, highlighting its commitment to energy security and modernization in China [2][3]. Group 1: Achievements and Developments - The Southern Power Grid Company has built the world's most advanced power grid, ensuring reliable power supply in the Guangdong-Hong Kong-Macao Greater Bay Area, and has led the global ultra-high voltage sector into a new era [3][4]. - The company has constructed 19 major power transmission corridors, delivering over 30 trillion kilowatt-hours of electricity, with the highest load reaching 256 million kilowatts during the "14th Five-Year Plan" [5]. - Customer average outage time has decreased by over 60%, and the reliability of rural power supply has improved to 99.9% [5]. Group 2: Economic Impact - The company plans to complete fixed asset investments of 740 billion yuan during the "14th Five-Year Plan," contributing to economic recovery and growth [6]. - By 2024, the total electricity consumption in Guangdong, Guangxi, Yunnan, Guizhou, and Hainan is expected to reach 1.7 trillion kilowatt-hours, an increase of over 30% compared to 2020 [6]. Group 3: Reform and Innovation - The Southern Power Grid Company has initiated continuous settlement trials in the southern regional electricity market, marking a significant step towards a unified national electricity market [9]. - The company has achieved breakthroughs in key technologies, including the world's first megawatt-level floating wave energy generation device and the successful development of China's first power control chip [10]. Group 4: Strategic Transformation - The company is transitioning into a digital grid operator, integrating energy industry value chains, and enhancing its core functions [12][13]. - It has established a comprehensive modern power service system, achieving full coverage of charging stations in towns and villages, and has become a leader in the electric vehicle charging industry [15]. Group 5: Brand and Cultural Development - The Southern Power Grid Company has significantly improved its brand recognition, ranking among the top 200 in the "World's 500 Most Valuable Brands" [20]. - The company has established a culture of knowledge and action, benefiting over 420,000 rural students through its educational initiatives [20].

Core Viewpoint - The digitalization of China's power grid is accelerating due to the dual drivers of the "dual carbon" goals and the Digital China strategy, with companies like Southern Power Grid Digital leading the innovation in this sector [1][2][8]. Industry Overview - The Chinese power energy digitalization market is projected to reach CNY 315 billion in 2024, with a year-on-year growth of approximately 14.55%, and is expected to grow to CNY 370 billion in 2025, reflecting a compound annual growth rate of 10.86% from 2020 to 2025 [2]. - The market is divided into two main categories: digital services (including smart grids, automation control, and energy management systems) and digital upgrades (involving big data, AI, cloud computing, and blockchain applications) [2]. Company Performance - Southern Power Grid Digital aims to build a world-class digital and intelligent innovation platform for the power grid, leveraging its accumulated technology and experience to expand into various sectors such as transportation, water, and urban construction [3]. - The company has shown strong revenue growth, with reported revenues of CNY 56.86 million, CNY 42.34 million, and CNY 60.90 million for the years 2022, 2023, and 2024 respectively, alongside corresponding net profits of CNY 5.09 million, CNY 3.68 million, and CNY 5.62 million [4]. Technological Advancements - Southern Power Grid Digital is focusing on key technological breakthroughs, including the development of proprietary systems and AI models, as well as specialized chips for the power industry, which are crucial for enhancing the digital infrastructure [6]. - The company has participated in 13 national key research projects, showcasing its commitment to innovation and technology development [6]. Investment and Future Prospects - The company plans to raise CNY 2.554 billion through its IPO, with funds allocated to various projects aimed at enhancing its digital capabilities and expanding its market presence [7]. - With the ongoing support from national policies and the backing of Southern Power Grid, the company is well-positioned to capitalize on the digital transformation in the energy sector and contribute significantly to the new power system construction and "dual carbon" goals [8].

Group 1 - The Guangdong Power Grid has initiated a cross-regional support mechanism to ensure stable and safe electricity supply for the upcoming 15th National Games and the Special Olympics, with 483 key personnel deployed to relevant venues in Guangzhou [1] - Advanced digital grid technologies and intelligent systems are being utilized to enhance power supply security, with the Guangdong Power Supply Bureau's operation center equipped with leading monitoring capabilities for power equipment [2][4] - The first MR remote operation live working robot "Wukong" has been developed to perform uninterrupted live maintenance tasks, significantly reducing the impact of traditional power outages on the events [2] Group 2 - The Zhuhai Power Supply Bureau is leveraging AI algorithms and various intelligent maintenance devices, including drones and robotic dogs, to ensure reliable power supply to Macau during the games [3][4] - The implementation of low-altitude inspection technology has improved operational efficiency, with drones capable of inspecting 55 towers and 30 kilometers of lines daily, enhancing defect detection rates by 75% compared to manual inspections [4] - The East Dongguan Power Supply Bureau has established a dedicated team for power supply assurance, optimizing the power supply work mechanism to support the successful execution of the events [6]

Core Viewpoint - The article highlights the advancements in energy infrastructure in Shenzhen, particularly focusing on the innovative technologies implemented at the Shenzhen Lianhua Mountain Super Charging Station and the Shenzhen Pumped Storage Power Station, which are crucial for supporting the rapid growth of electric vehicles and enhancing energy security in urban areas [1][3][4]. Group 1: Shenzhen Lianhua Mountain Super Charging Station - The Shenzhen Lianhua Mountain Super Charging Station is the first in the country to integrate "solar storage supercharging + vehicle-to-grid interaction + power harmony" technology, featuring 27 charging piles that can simultaneously charge 46 vehicles [1]. - The station includes 4 ultra-fast charging piles with a maximum power of 600 kW, allowing for charging speeds of "one kilometer per second," enabling a household vehicle to charge over 80% in just 10 minutes [1]. - The station is a pilot for "green vehicle charging with green electricity," allowing users to charge with 100% renewable energy [1]. - The station is equipped with 22 V2G charging piles, capable of a maximum discharge power of 2160 kW, with a single-day discharge volume reaching 13,000 kWh, sufficient to meet the daily electricity needs of 1,600 households [1][3]. Group 2: Shenzhen Pumped Storage Power Station - The Shenzhen Pumped Storage Power Station, located just 20 kilometers from the city center, has a total installed capacity of 1.2 million kW and is the first large-scale pumped storage power station built in an urban area [4]. - The power station acts as a "regulator" for the power grid, with a cumulative adjustment capacity exceeding 20 billion kWh, equivalent to two months of electricity consumption for Shenzhen [4]. - The station has automated 90% of its inspection work, significantly reducing downtime for maintenance, with an expected equivalent availability factor of 96.59% by 2024 [4]. - The station utilizes a third-generation artificial intelligence data analysis platform for real-time monitoring and performance analysis, enhancing intelligent management capabilities by 30% [4][5]. - A new monitoring system combining BeiDou satellite navigation and InSAR technology has been established for high-precision monitoring of dam deformations, improving safety management [5]. - As of May this year, the Southern Power Grid has an operational pumped storage capacity of 10.28 million kW, providing over 20.56 million kW of adjustment capacity [5].

Core Viewpoint - The article highlights the advancements in electric vehicle (EV) charging infrastructure and energy management in Shenzhen, showcasing the city's commitment to high-quality energy development and the integration of innovative technologies in the energy sector [1][3][10]. Group 1: Supercharging Stations - Shenzhen has over 1,000 supercharging stations, surpassing the number of gas stations, and has created a "1-kilometer supercharging travel circle" for residents [3][10]. - The Lianhua Mountain Supercharging Station features 27 charging piles, capable of servicing 46 vehicles simultaneously, with four ultra-fast charging piles that can charge a vehicle to over 80% in just 10 minutes [8][9]. - The station is a pilot for "green vehicle charging green electricity," allowing users to charge with 100% renewable energy [8][9]. - The V2G (Vehicle-to-Grid) technology at the station allows vehicle owners to send electricity back to the grid, with a maximum discharge power of 2160 kW, and during a recent event, it provided 13,000 kWh of electricity, enough for 1,600 households for a day [9][10]. Group 2: Pumped Storage Power Station - The Shenzhen pumped storage power station, located just 20 kilometers from the city center, has a capacity of 1.2 million kW and is the first large-scale pumped storage station built in an urban area [19][20]. - The station has adjusted over 20 billion kWh of electricity since its inception, equivalent to two months of electricity consumption for Shenzhen, and can balance over one-third of the city's peak-to-valley load difference [19][20]. - Automation has significantly increased efficiency, with 90% of inspections now performed by machines, and the implementation of AI data analysis has improved management levels by 30% [20]. - The Southern Power Grid has a total pumped storage capacity of 10.28 million kW, with plans for nine additional pumped storage stations in the Guangdong-Hong Kong-Macao Greater Bay Area, expected to consume 24.4 billion kWh of clean energy annually once completed [20].

Core Viewpoint - The article highlights the advancements in electric vehicle (EV) charging infrastructure in Shenzhen, particularly focusing on the Shenzhen Lianhua Mountain Super Charging Station, which is the first demonstration station in the country featuring "solar storage supercharging + vehicle-grid interaction + power harmony" technology [1][2]. Group 1: Charging Infrastructure - The Shenzhen Lianhua Mountain Super Charging Station has 27 charging piles that can simultaneously serve 46 vehicles, with 4 ultra-fast charging piles capable of delivering a maximum power of 600 kW, allowing for rapid charging of up to 80% in just 10 minutes [1]. - The station has become a popular choice for EV owners, serving over 600 vehicles daily since its opening 6 months ago [2]. Group 2: Vehicle-Grid Interaction - The station is equipped with 22 V2G (vehicle-to-grid) charging piles, allowing EV owners to send electricity back to the grid, with a maximum discharge power of 2160 kW. In a recent event, the station achieved a discharge volume of 13,000 kWh, enough to power 1,600 households for a day [2]. - EV owners can earn 4 yuan for each kWh sent back to the grid, significantly higher than the 0.4 yuan cost for charging during off-peak hours, resulting in a profit of 3.6 yuan per kWh [2]. Group 3: Technological Integration - The station utilizes 5 fast charging piles equipped with the "Dianhong" IoT operating system, enhancing management efficiency and quality for various vehicle types and charging piles [3]. - The "Dianhong" system improves data interoperability and security for charging equipment, facilitating flexible and efficient networking of devices [3]. Group 4: Digital Energy Development - The Lianhua Mountain Super Charging Station exemplifies the efforts of Southern Power Grid in supporting Shenzhen's goal of becoming a global digital energy pioneer, integrating digital technology with urban power grids [3]. - The city has established a comprehensive digital power grid characterized by extensive connectivity, holistic perception, intelligent driving, and open sharing, promoting efficient governance through digitalization [3].

Group 1 - The event on May 20 showcased multiple technological achievements of China Southern Power Grid, including the launch of the Metering Automation System 3.0 in Guangdong, which has achieved full localization and cloud integration, enhancing computing power by 10 times [1] - The metering automation verification now covers five provinces in Southern Power Grid's operational area, with an annual verification capacity of 28 million meters, and the implementation of smart meter status evaluation and replacement can save an average of 1.35 billion yuan annually [1] Group 2 - The "Dianhong" IoT operating system, developed in collaboration with the Open Atom Open Source Foundation, connects various segments of the power infrastructure, facilitating digital transformation in metering by breaking down inter-device barriers [2] - The smart meters equipped with non-invasive monitoring apps can provide real-time alerts for electrical leaks, enhancing user safety and reducing power outage times by over half an hour in pilot areas [2][3] Group 3 - The digitalized transparent factory in Qingyuan, Guangdong, utilizes robots for automatic testing of electric meters, ensuring compliance with national standards and maintaining accurate metering for millions of households [4] - The quantum standard electric meter, developed in the quantum metrology laboratory, improves measurement accuracy by five times compared to traditional methods, significantly enhancing domestic manufacturing capabilities for high-end metering instruments [5]