Energy · 1.12

Power Equipment

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+17weighted per event

Average gross impact20absolute weighted average

Events13same period

Confidence76%model average

Raw intensity64before weighting

Previous period+22net impact

Gross change-11%

Diffusion speed1.9 / day

Concentration11%

Direction disagreement13%

Source independence96%8 sources

IMPACT TREND

7-day effective impact

Positive 12 · Negative 1 · Mixed 0

+270-27

28 Jul, 001 event

28 Jul, 143 events

-3

29 Jul, 042 events

29 Jul, 180 events

+11

30 Jul, 081 event

+13

30 Jul, 222 events

31 Jul, 120 events

1 Aug, 020 events

1 Aug, 160 events

2 Aug, 060 events

+27

2 Aug, 202 events

+15

3 Aug, 102 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term13%35 cumulative effective impact

Medium term77%198 cumulative effective impact

Long term10%26 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 2 · 13 events

Macro1

Macro28 Jul, 16:05positive

China to Exempt Energy Lands from Urban Land Use Tax from 2026, Phase Out Previous Reductions

China's Ministry of Finance and State Taxation Administration have adjusted urban land use tax rules for energy and resource enterprises. From September 1, 2026, certain lands used by oil, gas, coal, power, and mining enterprises will be exempt from the tax. Concurrently, from September 1, 2026 to August 31, 2027, lands that previously qualified for tax reductions will be taxed at half the due amount, and from September 1, 2027, full tax will apply, with the old reduction rules being abolished.

Effective: +7
Intensity: 50
Confidence: 70%
Horizon: Medium term

Industries1

Industries28 Jul, 21:13positive

Gansu Electric Power Investment Group Releases 'Zijin Yuneng', China's First Provincial-Level AI Large Model

On July 28, Gansu Electric Power Investment Group launched 'Zijin Yuneng', the first provincial-level AI large model for the power industry in China. The model supports fine-tuning and high-performance inference with hundreds of billions of parameters, is compatible with multiple mainstream multimodal models, and provides a one-stop toolchain covering data preprocessing, model training, and inference optimization. It aims to integrate AI resources and facilitate collaborative development across the energy power sector.

Effective: +7
Intensity: 60
Confidence: 70%
Horizon: Medium term

Companies1

Companies28 Jul, 20:47positive

Shuangliang Group and Zhejiang Huaxia Smart Energy Sign Strategic Agreement for Zero-Carbon Cities, Parks, and

On July 28, Shuangliang Group Co. , Ltd. and Zhejiang Huaxia Smart Energy Group Co. signed a strategic cooperation agreement. The partnership will leverage their respective technical and resource advantages to focus on zero-carbon cities, industrial parks, and buildings. They will explore a "product supply plus investment" model, encompassing contract energy management (EMC) and investment-financing-construction-operation (F+EPC+O) pathways.

Effective: +4
Intensity: 40
Confidence: 60%
Horizon: Medium term