Core Insights - The State Grid Hebei Xingtai Power Company has successfully applied hydrogen-powered drones for the first time in line inspection, marking a significant advancement in drone technology for power line maintenance [1] - The initiative aims to address the limitations of lithium battery-powered drones, particularly in complex terrains where flight duration and recharging times are critical [1] Group 1: Technology and Innovation - The company collaborated with Hebei Fenghang Drone Technology Co., Ltd. and Zhejiang Hydrogen Aviation Technology Co., Ltd. to upgrade the drone's power system from lithium batteries to hydrogen fuel cells [1] - The new hydrogen energy system allows for a quick refueling process, taking only 2 minutes to replace hydrogen canisters, thus overcoming the limitations of traditional lithium batteries [1] Group 2: Performance Metrics - The DJI M350 drone, originally powered by lithium batteries, had a flight duration of only 25 minutes and could inspect 40 tower bases [2] - After the conversion to a hydrogen energy system, the same drone can achieve a flight duration of 70 minutes and inspect 152 tower bases, resulting in a 3 to 4 times increase in inspection efficiency [2]

据高盛此前发布的报告，当前，美国数据中心容量占全球的44%，已消耗美国约6%的电力，预计到 2030年，这一比例将上升至11%，而衡量电网可靠性的有效备用电力容量指标却从5年前的26%降至 19%。在全美13个区域电网中，8个已达到或低于该临界值，弗吉尼亚州等数据中心密集地区均出现电 价飙升现象。 据彭博社报道，当地时间1月7日，全球知名投行高盛表示，在数据中心用电需求迅猛增长的背景下，到 2030年，美国几乎所有电力电网都将面临备用容量不足的问题，或为中国在人工智能竞争中取得先发优 势提供机遇。 "如果电力约束持续存在，中国有可能在AI竞赛中实现反超。"高盛全球大宗商品研究联席主管Samantha Dart直言，美国的新增发电能力跟不上需求增长。按行业惯例，电网需要保持至少15%的备用裕度，才 能在峰值负荷与可用发电能力间形成安全空间。但目前，美国部分电网已低于这一水平，随着数据中心 持续拉动用电需求，备用不足的问题在未来几年只会进一步恶化。 与此形成鲜明对比的是，中国电力供应展现出强大韧性。高盛报告指出，预计到2030年，中国将拥有约 400吉瓦的备用电力容量，达到全球数据中心预期总需求的3倍以上。 ...

Core Viewpoint - The successful completion of the first segment of the ±500 kV DC submarine cable for the Yangjiang Sanshan Island offshore wind power flexible direct current transmission project marks a significant milestone in China's offshore wind energy development and manufacturing capabilities [1] Group 1: Project Overview - The ±500 kV DC submarine cable, with a total length of 54.52 kilometers, addresses multiple technical challenges, showcasing China's manufacturing and innovation strength [1] - The entire cable route for the Yangjiang Sanshan Island project is approximately 114.8 kilometers, with 114.2 kilometers offshore and a maximum water depth of 52 meters [1] - The project is a core initiative for Guangdong's "New Offshore Guangdong" construction, aiming to establish a million-kilowatt-level offshore wind power base [1] Group 2: Project Timeline and Impact - The submarine cable is scheduled to begin offshore laying in April, with all cable construction expected to be completed by the end of June, and land-sea joint debugging to start in July [1] - The project is set to be operational by the end of October, facilitating efficient transmission of deep-sea wind power to the Guangdong-Hong Kong-Macao Greater Bay Area [1] - The project is anticipated to stimulate the upstream and downstream industrial chain, providing strong momentum for Guangdong's economic development [1]

为确保装置投运，国网河南电科院制定了突出可靠性、灵活性、机动性的"三性"选型要求，并牵头攻克 协同控制、换流变小型化轻量化等关键技术难题。在装置研制和落地过程中，技术团队创新采用了"管 母+软铜编织线+铝绞线"的连接形式，有效抑制了高电压、大电流下车身对地电压偏高的风险。同时， 通过全过程技术监督和标准化作业规范制定，为装置的可靠运行与"一线一策"精细化部署奠定了坚实基 础。 该装置由国网河南电力公司电力科学研究院（以下简称"国网河南电科院"）参与研制，于近期在500千 伏汉都变带线路升流试运行成功，填补了国内500千伏输电线路全线移动融冰技术的空白。 该装置核心在于高度的灵活性与经济性，由2辆换流阀车和4辆换流变车以及控制保护系统组成，可根据 不同线路需求，像积木一样灵活配置为"2+4""2+2""1+2""1+1"等多种模式，实现了"一点配置、多点融 冰"，能够满足河南省110千伏至500千伏线路多场景融冰需求，极大增强了河南电网在雨雪冰冻天气下 的应急响应与处置能力，为保障全省居民可靠用电、维护电网稳定运行提供了坚实技术保障。 "融冰装置升流达到设定值4500安，线路观测点最高温升24摄氏度左右，一、二 ...

1月7~9日，南湾750千伏输变电工程通过国网宁夏电力有限公司初设内审，为该工程后续通过国家电网 公司外审和开工建设奠定了坚实的基础。 自项目启动以来，国网宁夏经研院评审团队紧盯系统方案、站址方案论证、路径优化、协议签署等关键 环节，高效推进工程进度。特别是线路专业提出统筹施工窗口期，设置提前施工段，避免反复停电跨越 330千伏天都山—宏阳双回线路；局部优化线路路径，有效减少民房拆迁等意见获国网宁夏电力建设部 高度认可。 据悉，该工程是宁夏电网构建750千伏立体双环网的重要节点工程，也是服务海原地区新能源集约化开 发的重要枢纽工程。工程拟建南湾750千伏变电站，以2回750千伏线路接入天都山750千伏变电站，新建 线路长度约129千米。工程投运后，将满足中卫海原县及其周边区域新增特色产业配套、产业协同等新 能源项目接入需求，提升新能源消纳能力，优化区域电网结构，加快构建以新能源为主体的新型电力系 统。 ...

1月1日，西藏东部大地气温骤降，用电需求持续攀升，昌都全社会用电负荷达58.68万千瓦、用电量 1145万千瓦时，均创下历史新高，负荷同比增长12.85%。面对高海拔、低温严寒、地形复杂等多重挑 战，国网西藏昌都供电公司超前部署、多维发力，以扎实举措筑牢电力保供屏障，守护藏东各族群众温 暖过冬与地方经济平稳发展。 网架加固治重载 科技赋能提质效 针对平均海拔3500米、输配电线路多跨峡谷流域、冬季人工运维难度大的实际情况，昌都供电深化数字 化转型，大规模推行无人机集群化作业，高效完成10千伏至110千伏线路的1847支间隔棒安装工作，作 业时间较传统方式缩短90%，既规避人工登塔安全风险，又实现作业期间客户用电"零影响"。该公司建 立"日监测、周分析、月研判"机制，结合气象预报与历史数据精准预测用电高峰，深化源网荷储协同调 度，优化储能设备调用策略，缓解尖峰供电压力。为偏远县域部署应急发电车、投用110千伏移动式变 电站，同步开展297人次、128车次的线路防外破巡视及设备测温，安排7辆中压发电车驻守电网薄弱区 域，全面提升应急处置能力。 支部建在网格上 服务送到心坎里 充分发挥党建引领作用，组建党员突击队与 ...

Core Insights - The integration of renewable energy sources in Turpan, Xinjiang, has reached a significant milestone with the successful grid connection of the first 200,000 kW photovoltaic project, pushing the total installed capacity of renewable energy in the region to 10.17 million kW, accounting for 75.7% of the total installed capacity [1][6] - Turpan's renewable energy capacity has increased over 20 times since the 18th National Congress, with a focus on building a 100 billion yuan green energy industry cluster during the 14th Five-Year Plan period [2] - The region has established a robust power grid infrastructure, including a 750 kV "Y" shaped network and a 220 kV transmission network, to support the efficient transmission of clean energy from 88 renewable energy stations [2][5] Group 1 - The successful integration of the first 200,000 kW photovoltaic project marks a significant step in Turpan's renewable energy development [1] - Turpan's renewable energy installed capacity has surpassed 10 million kW, making it the sixth renewable energy base in Xinjiang [1] - The region's renewable energy capacity has grown over 20 times since the 18th National Congress, with ongoing efforts to establish a 100 billion yuan green energy industry cluster [2] Group 2 - Turpan's power grid has been strengthened with an investment of 307 million yuan since 2024, completing 10 renewable energy transmission projects and extending new transmission lines by 192.6 kilometers [2] - The region has implemented a "one-stop service" for the entire process of renewable energy grid connection, enhancing efficiency in project management [3] - Turpan has built nine energy storage stations with a total capacity of 360,000 kW/710,000 kWh, significantly improving system regulation capabilities [5] Group 3 - The utilization rate of renewable energy in Turpan has increased from 61.17% in 2016 to over 90% in recent years, demonstrating effective management of renewable energy resources [5] - The region is positioned as a key hub for renewable energy development along the Silk Road, contributing to national energy security and low-carbon transition [6]

Group 1 - The core investment plan for the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, representing a 40% increase compared to the previous plan, aimed at enhancing effective investment and promoting high-quality development of the new power system industry chain and supply chain [1] - The company aims to achieve an annual increase of approximately 20 million kilowatts in installed capacity for wind and solar energy, targeting a 25% share of non-fossil energy consumption and a 35% share of electricity in terminal energy consumption by the end of the "14th Five-Year Plan" [1] - The company will enhance system regulation capabilities and optimize the layout of pumped storage stations to support large-scale development of new energy storage, improving the operational support and grid integration of renewable energy [1] Group 2 - The company plans to establish a new power grid platform characterized by collaborative main and distribution networks, further solidifying the "West-to-East Power Transmission" and "North-to-South Power Supply" energy transmission networks [2] - The construction of ultra-high voltage direct current transmission channels will accelerate, with cross-regional and cross-provincial transmission capacity expected to increase by over 30% compared to the end of the "14th Five-Year Plan" [2] - The company will focus on strengthening key core technology research and development, aiming to become a globally influential source of original technology in the energy and power sector [2] Group 3 - The company emphasizes enhancing operational efficiency and achieving intrinsic development by integrating the "five values" throughout its operational processes and optimizing long-term business strategies and resource allocation [3] - The company will continue to play a stabilizing role in the national economy through sustained high-intensity investment, accelerating the construction of a new power grid platform that includes main and distribution networks as well as smart microgrids [3] - The company aims to contribute significantly to the construction of a new energy system and the establishment of an energy powerhouse by ensuring national energy security through its investments [3]

"十四五"成效显著，"十五五"再启新程 "十四五"期间，广州电网累计完成建设投资469.4亿元，新增变电站71座，新增主变容量1981.8万千伏 安，新建主网线路1353公里。粤港澳大湾区中通道直流背靠背工程等一批重大工程相继投运，使广东东 西部电力交换能力提升至1000万千瓦，有力促进了清洁能源消纳与电网安全稳定运行。 步入"十五五"，广州电网计划进一步加大投资建设力度，预计新增变电站87座，提升供电能力超40%。 此举将切实体现"电等发展"的前瞻布局与经济拉动效应。 1月13日，南方电网广东广州供电局在广州召开电网规划建设高质量发展动员会，正式启动500千伏海 珠、傍海（番南）两项重点输变电工程。其中，海珠工程作为广州中心城区首座全户内+全电缆式500 千伏变电站，将重点保障琶洲数字经济试验区等高负荷区域用电需求；傍海（番南）工程则致力于打造 南方电网首个500千伏新型智能电力装备产业融合示范变电站，推动高产高端装备规划应用。两大工程 的实施标志着粤港澳大湾区核心电网迈入结构强化、能级提升的新阶段，将为粤港澳大湾区高质量发展 提供坚实能源支撑。 筑牢核心区域电网"生命线"，服务发展新格局 作为本次启动的核 ...

Core Viewpoint - The official launch of the Hainan Free Trade Port's full island closure on December 18, 2025, marks a new starting point for reform and opening up, emphasizing the need for a safe, efficient, green, low-carbon, and open energy system to support high-quality development and international cooperation in the energy sector [1] Group 1: Opportunities and Challenges in Energy Development - Economic expansion and industrial upgrades are driving an increase in energy demand, particularly in high-end manufacturing and modern service industries, which will significantly boost electricity and gas consumption [2] - The influx of foreign talent and the growth of tourism will increase energy needs for residential and commercial sectors, including air conditioning and lighting [2] - The development of international transport hubs will lead to higher energy consumption, with expected increases in fuel consumption at airports and ports due to rising passenger and cargo volumes [2] Group 2: Energy Security and Green Transition Requirements - The closure operation raises the bar for energy security, requiring reliable power supply and high-quality electricity to meet international standards, while facing challenges from climate conditions and high renewable energy integration [3] - The need for compliance with stringent international green regulations is emphasized, necessitating the establishment of a comprehensive green production and management system to avoid potential trade barriers [3] Group 3: International Cooperation in Energy - The closure operation facilitates international cooperation in the energy sector by reducing barriers to cross-border flows of capital, technology, and data, enabling comprehensive collaboration in energy trade and technology development [4] - The "zero tariff" policy on energy equipment imports will lower costs for advanced technologies, accelerating the implementation of renewable energy projects [4] Group 4: Energy Development Vision for Hainan - The development strategy focuses on optimizing the energy supply system, promoting energy consumption upgrades, and enhancing international cooperation to support Hainan's role as a significant free trade port [5][6] - Emphasis on building a clean energy island and a new zero-carbon energy system to enhance competitiveness and attract international resources [5] Group 5: Recommendations for Energy Development - A diversified green energy supply system should be established, focusing on offshore wind, solar energy, and safe nuclear power development, while promoting the use of clean gas and innovative storage solutions [7] - Enhancements to the energy transmission and distribution system are necessary to ensure reliability and resilience, including upgrades to the power grid infrastructure [7] - A comprehensive energy consumption system should be developed, promoting electrification across various sectors and expanding the use of green electricity [8] Group 6: Future Outlook - Hainan aims to leverage the advantages of institutional opening to become a safe, green, efficient, and smart clean energy island, positioning itself as a global hub for green energy trade and zero-carbon technology [9]