Power Grid

Power Grid Equipment Sector: Continuous Assessment Driven by Policies, Orders, and Performance – How to View Current Valuations?

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Power Grid Equipment Sector: Continuous Assessment Driven by Policies, Orders, and Performance - How to View Current Valuations?

From mid-October to mid-November 2025, the Wind Power Grid Equipment Index (931994.CSI) rose by 9.03%, outperforming the CSI 300 (+2.11%). Is the market at its peak? Unlike typical research reports, I focus more on two catalytic factors that are closer to orders and profits: “Preemptive grid capacity – the red zones directly halt record-keeping, and … Read more

What the U.S. Fears Most May Not Be Huawei’s Chips, But China’s Power Grid

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What the U.S. Fears Most May Not Be Huawei's Chips, But China's Power Grid

Compared to competition in a single technology field, the systemic advantages demonstrated by China’s power grid technology may indeed cause deeper strategic anxiety for the United States. This anxiety stems not only from technological leadership but also from the core position of the power grid as the lifeline of national energy and the foundation of … Read more

The First Ultra-High Frequency Partial Discharge Network Monitoring System in Northwest China Goes Live in Xinjiang

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The First Ultra-High Frequency Partial Discharge Network Monitoring System in Northwest China Goes Live in Xinjiang

On August 27, the ultra-high frequency partial discharge online monitoring system built by State Grid Xinjiang Electric Power Co., Ltd. has been operating stably for 10 days after passing acceptance. This system is the first of its kind in the five provinces of Northwest China to achieve networked monitoring, marking a breakthrough in the intelligent … Read more

Yajiang Hydropower Station Super Project Drives New Cycle of UHV Power Grid Equipment

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Yajiang Hydropower Station Super Project Drives New Cycle of UHV Power Grid Equipment

On July 19, 2025, China announced the full launch of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan. The project plans to construct five cascade power stations (with the Motuo Power Station as the core), with a total installed capacity of 60 to 70 million kilowatts, equivalent … Read more

Labor Day: Making the ‘C Position’ Even More Prominent

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Labor Day: Making the 'C Position' Even More Prominent

Who says a workstation can only be a cubicle? The insulated boom lift is like a “standing desk”. A hundred-meter iron tower becomes a “cloud workstation”. What’s hidden in the toolbox is not a screwdriver But a “magic wand” that lights up the city. The workstation of the power grid personnel is their “C position”. … Read more

New Design Ideas for Power DTU Core Board Under State Grid Regulations

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New Design Ideas for Power DTU Core Board Under State Grid Regulations

According to the 2020 energy sector industry standards revision plan issued by the National Energy Administration, the China Electric Power Research Institute Co., Ltd. has drafted two power industry standards: “12kV Integrated Column Switch” and “12kV Integrated Ring Network Box”. In June 2021, the Distribution Technology Center of the China Electric Power Research Institute organized … Read more