smart 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

The Invisible Champion of Smart Grid Chips: Juchuan Technology Awaits the IR46 Windfall

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The dual drivers of industry demand and policy dividends make this the right time for strategic positioning in the trough. Juchuan Optoelectronics Technology (Shanghai) Co., Ltd. (stock code: 688391) was established in 2005 and is a leading supplier of smart grid terminal device chips in China. The company went public on the STAR Market in … Read more

Company Achieves First Successful Live Operation of 10kV Robot

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Company Achieves First Successful Live Operation of 10kV Robot

First Successful Implementation of Robot10kV Live OperationMaking Production Safer and More Efficient On September 22, a new generation of live operation robots was officially put into practical use on a 10kV power line in the Hantai District. This orange robot is controlled by ground technicians via a tablet, using insulated mechanical arms and advanced sensors … Read more

Reflections on IoT Industry Applications: A Decade of Evolution and Future Outlook for the Power IoT

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Reflections on IoT Industry Applications: A Decade of Evolution and Future Outlook for the Power IoT

According to data from the State Grid, the State Grid system is expected to connect over 1 billion terminal devices by 2025, and this number will reach 2 billion by 2030. The power IoT has become the largest single IoT ecosystem in terms of connected devices, facilitating the transformation of the power system from a … Read more

Alibaba’s PingTouGe Chip Concept Stocks

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Alibaba's PingTouGe Chip Concept Stocks

In September 2025, news reported on Alibaba’s PingTouGe’s latest development of an AI-oriented PPU chip. In several key metrics, the PingTouGe PPU chip is comparable to NVIDIA’s H20 chip and surpasses the NVIDIA A800 chip. It is currently applied in the training of lightweight AI models, partially replacing NVIDIA’s GPU chips. The first company is … Read more

Energy AI Agent: The Intelligent Brain of Smart Grids and Renewable Energy

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Energy AI Agent: The Intelligent Brain of Smart Grids and Renewable Energy

Author: Jin Dao Tian Cheng Introduction The AI Agent is writing a new chapter in the energy revolution. When technological maturity and policy support come together, we may witness a new type of power system characterized by “high proportions of renewable energy, high reliability, and high efficiency.” The wind farm in Inner Mongolia experiences a … Read more

The New Energy Engine: How Edge Computing Empowers Distributed Power and Illuminates Future Smart Living

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The New Energy Engine: How Edge Computing Empowers Distributed Power and Illuminates Future Smart Living

Cover and article illustrations source:https://www.diandong.com Abstract: Edge computing is becoming the core technology driving the development of distributed energy. In the face of the rapid growth of distributed energy such as photovoltaics and wind power, as well as the challenges of grid integration, edge computing brings data processing capabilities closer to the energy production and … Read more

Current Applications and Domestic Technological Breakthroughs of MEMS Sensors in the Power Industry

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Current Applications and Domestic Technological Breakthroughs of MEMS Sensors in the Power Industry

Click the blue text to follow us Smart Sensor Network This public account is a non-profit MEMS technology dynamic and industry reporting platform under the Guangdong Microtechnology Industrial Research Institute. We publish in-depth reports on MEMS, track industry dynamics, and provide technical popularization every week. This article is an in-depth report. The power industry, as … Read more

Notes on ‘Dreams and Practice’ | Dong Yanli: Between Circuit Boards and the Soul

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Notes on 'Dreams and Practice' | Dong Yanli: Between Circuit Boards and the Soul

Editor’s Note: On the journey of education, we continuously explore and practice, dedicated to cultivating high-emotional-intelligence management talents with a background in information industry technology. In recent years, all teachers at Jinzhong Information College have deeply studied Dr. Peng Hongbin’s books ‘Dreams and Practice’ and ‘Dreams and Practice (Volume 2)’, which delve into the core … Read more

The Booming Concept of IoT: Eight Companies

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The Booming Concept of IoT: Eight Companies

[Jin Xin Nuo] Gross Margin: 18.94% Net Asset per Share: 3.27 CNY Main Business: Research, production, and sales of a full range of signal interconnection products Company Highlights: Leading enterprise in the production of mid-to-high-end RF coaxial cables [Hangzhou Ke Lin] Gross Margin: 65.59% Net Asset per Share: 5.84 CNY Main Business: Research, production, and … Read more