混合所有制改革是我国全面深化改革的重点。本轮国改的关键是要打破电力、石油、通信等行业的行政垄断，引入市场机制。电力行业是关乎国计民生的基础性行业，电价下降能够有效减轻实体经济企业负担，推动地区经济增长，地方政府推进电改动力充足；我国电力行业垄断程度高，市场化改革势在必然；因此电力行业是本轮混改重点。首批央企混改“6+1”试点中三家企业是电力企业，体现出电力行业在本轮国改中的重要地位。

本周电力设备和新能源板块上涨 3.31%，涨幅强于大盘。一次设备上涨 4%，工控自动化上涨 3.64%，锂电池指数上涨 3.35%，光伏板块上涨 3.3%，二次设备上涨 3.19%，新能源汽车指数上涨 3.14%，风电板块上涨 3.05%，发电设备上涨 3.03%，核电板块上涨 2.41%。涨幅居前五个股票为创元科技、比亚迪电子、金龙汽车、当升科技、阳光电源；跌幅居前五个股票为斯迈柯、通光线缆、盾安环境、鸿特精密、中环装备。

市场估值中枢下行，及终端需求不振是导致电新行业 2017H1 持续走弱的主要原因之一。对于下半年的投资机会，我们更青睐于那些在局部环节存在确定性增长前景、且具备业绩支撑的低估值龙头企业。在新能源汽车领域重点关注 CATL 产业链、三元正极与湿法隔膜环节；新能源发电领域关注海上风电、单晶与光热环节；电力设备领域重点关注配网扩容与增量配网 PPP 的投资机会。

5 月份新能源乘用车销量 3.8 万辆，同比增长 45%，环比增长 30%。4 月份出台的第十批新能源汽车免税目录囊括了今年 1-4 批新能源汽车推广目录大部分车型，在免税+补贴的双重优惠刺激下，5 月份新能源乘用车销量环比 4 月增长明显，这也将成为后续乘用车放量的重要支撑。我们仍然重点关注上游钴板块的变化，本周国外钴 MB 报价大幅上涨，国内部分钴产品报价也应声上涨，长江现货电解钴价两日累计上涨 6000 元，金川公司电解钴也上调 3000 元至 38.8 万元/吨。

5 月 26 日从工信部获悉，工业节能与绿色标准化行动计划（ 2017-2019 年）印发，旨在充分发挥工业节能与绿色标准的规范和引领作用，促进工业企业能效提升和绿色发展。行动计划确定工作目标，到 2020 年，在单位产品能耗水耗限额、产品能效水效、节能节水评价、再生资源利用、绿色制造等领域制修订 300项重点标准，基本建立工业节能与绿色标准体系；强化标准实施监督，完善节能监察、对标达标、阶梯电价政策；加强基础能力建设，组织工业节能管理人员和节能监察人员贯标培训 2000 人次；培育一批节能与绿色标准化支撑机构和评价机构。行动计划提出重点任务，包括加强工业节能与绿色标准制修订、强化工业节能与绿色标准实施、提升工业节能与绿色标准基础能力。

5 月 23 日，国家能源局综合司发布《关于开展风电平价上网示范工作的通知》 (下称《通知》)，要求各地于 6 月 30 日前申报风电平价上网示范项目。值得一提的是，《通知》明确指出，在全国范围内开展风电平价上网示范工作，是为了落实国务院印发的《能源发展战略行动计划(2014-2020 年)》有关要求。因此，在业界看来，如今推进风电平价上网示范工作，就是为 2020 年风电实现平价上网做准备。

Remote sensing is one of the most powerful and vital analytical tools of modern science. Previously, remote sensing was used in the instrumentation for space exploration and Earth observation, but recently it has moved further into the commercial market. The end-user segments of this market include the oil and gas industry, wind industry, and weather stations and monitoring sites.

The past century has seen the dominance of fossil fuels as the chief source of energy, which sustains the global economic machinery. Among these fuels, the one commodity that has controlled almost all aspects of the energy business is crude oil. Crude oil is defined as a mixture of compounds composed primarily of carbon and hydrogen in varying proportions along with the presence of inorganic compounds such as nitrogen, sulfur, and metals like vanadium and mercury. This crude oil is found in specific rock formations, called reservoirs, in the earth's crust. The depth at which these reservoirs occur can vary significantly. They may vary from pools, which flow up to the surface, to almost 15,000 meters underground. The method that is employed to get to these reservoirs of black gold is drilling through the surface till the pre-defined depth is reached.

The global motorcycle industry is expected to grow steadily at a CAGR of 7.46% during 2017-2021. The growth is attributable to the volatile petroleum prices and fuel efficiency of these vehicles when compared with other automobiles. Furthermore, motorcycles are the preferred mode of commute for individuals in developing markets such as China and India. APAC accounts for a share of more than 80% of the global motorcycle market; the region is expected to maintain its dominant share over the forecast period.

Nanophotonics is the study of light behavior on a nanometer level (10⁻⁹ of a meter). Nanophotonic components are devices that interact with light-emitting devices at the nanoscale level. Photonics refers to light-emitting devices and can otherwise be known as opto-electronics. Examples of nanophotonic components include optical fibers, optical switches, LEDs, optical amplifiers, PV cells, and holographic memory. The use of nanophotonic technology in these devices is relatively new. The development of nanophotonic materials such as nanotubes, nanowires, plasmons, and quantum dots has enabled the fabrication of nanophotonic semiconductor devices. Nanomaterials have enabled chip manufacturers to develop powerful and miniaturized electronic processors that could perform calculations billions of times faster than conventional silicon-based chip processors.

The popularity of electric vehicles (EVs) as a greener option to curb environmental pollution has shot up in recent times. There has been a shift in public perception from disapproving electric vehicles as costly and inferior in terms of quality such as power, efficiency, and comfort to a more viable option for transportation. Electric cars are powered by electric motors, unlike the internal combustion (IC) engines that run on gasoline or diesel. The electric vehicle gets the energy stored in its batteries, which are rechargeable. Earlier during its launch, electrical vehicles were not widely adopted because of the low driving range and the need to recharge again. The charging stations were slow charging points, which used to take multiple hours to charge the battery.

The past century has seen the dominance of fossil fuels as the chief source of energy for the sustenance of the global economic machinery. Among these fuels, crude oil is one commodity that has controlled almost all the aspects of the energy business. It is defined as a mixture of compounds composed of carbon and hydrogen in varying proportion with the presence of inorganic compounds such as nitrogen and sulfur and metals like vanadium and mercury. The crude oil is found in specific rock formations called reservoirs in the earth's crust. The depth at which these reservoirs occur can vary significantly from pools that flow up to the surface to almost 15,000 meters underground. The method is employed to get to these reservoirs of black gold through drilling the surface until we reach the pre-defined depth.

Since the introduction of lithium-ion (Li-ion) in the early 1990s by Sony, Li-ion batteries have outclassed and outperformed nickel-metal hydride (NiMH) batteries with its higher energy density and higher operating voltage. It is extensively being used in portable devices, powering EVs and being used in the grid for energy storage. They have been experiencing incremental improvement in performance with improvements in their energy density over the past 20 years. However, the demand for batteries that can store higher energy and can also last longer has increased over the years. This is due to the increased application in EVs and for energy storage in smart grids. This has led to the need and development of different electrodes and materials, which enable the development of the next-generation batteries such as Li-S, lithium solid-state, and lithium-air batteries. These batteries are similar to current generation batteries but can store a higher amount of energy when compared with Li-ion batteries. These are also safer. Many countries are investing heavily in R&D initiatives to improve the efficiency and operations of their next-generation batteries.

分布式光伏发电系统是我国大力支持的光伏发电应用领域，在国家和地方多层面政策的支持下，分布式光伏发电的市场发展仍远低于预期，投融资难是制约我国分布式光伏发电发展的主要因素之一。德国和美国是全球分布式光伏发电市场的领头羊。本文研究分析了德国和美国两种不同激励政策体系下的分布式光伏发电投融资政策及其创新的商业模式和投融资模式，总结分析了其促进分布式光伏发电发展的投融资政策经验，提出了促进我国分布式光伏发电发展的政策建议。

当前煤炭行业发展形势严峻，铁路煤炭运输也受到影响，为稳定煤炭货源，根据我国煤炭市场经济运行特征，分别从铁路煤炭运输情况和省际煤炭调运2个方面分析我国煤炭运输格局，并且从未来煤炭需求和特高压跨区输电网的发展2个方面考虑其对未来铁路煤炭运输的影响，最后从优化铁路煤炭运输布局、深化铁路煤炭运价改革、发展铁路煤炭物流服务能力3方面提出我国铁路煤炭运输发展建议。

中国平煤神马集团开展的焦化、盐化板块运营提升的研究与实践活动，围绕增收和节支两条主线，从焦化、盐化板块企业经营的供应链、生产精益、销售、财务成本控制等关键环节入手，制定“一企一策”的运营提升方案，达到优化产业链、提高管理创新水平、提高企业经济效益的目的，取得了良好效果，达到了预期目的。

自全球能源互联网发展构想提出以来，洲内区域电力联网发展也逐步升温。东北亚区域电力联网作为全球能源互联网的重要组成部分，在区域内主要成员国的政府机构、电力主管部门、行业组织、电力企业、专家学者的共同推动下，有关东北亚电力联网的研究逐步深入。各成员国对区域电力联网的可行性、联网路径、发展方向以及应对措施等方面进行了研究，并形成了一系列成果。对大规模开发、传输和使用清洁能源，推动东北亚区域电力联网，区域内主要成员国已初步达成共识。在理论研究、技术发展的支撑下，东北亚区域电力互联互通基础良好，并初具规模。

电力企业物流管理一体化建设可以有效提升物流管理的准确性、高效性，保证物资顺利稳定配给。文中重点分析了电力企业物流一体化发展的基本情况，探讨了物流一体化管理的模式，从多个方面提出了改进电力物流一体化管理的具体措施。

2002年，以《关于深化电力体制改革若干问题的通知》为标志的国发5号文，拉开了中国第一轮电力体制改革的序幕，实现了厂网分开，打破了电网独家办电的格局。2002年到2013年电力体制改革十年来，我过经济发展和电力需求持续增长，全国电力供需形势总提示现供不应求的局面可以说，电力供应形势紧张是电力市场化改革进程缓慢的主要原因。

本文简述了不同煤气化技术其副产品种类和数量不同，并对主产品和主要副产品的利用产品进行了分析，提出建议。