南方电网：2025年在粤投资规模达千亿元以上

Group 1 - The core strategy of the Southern Power Grid Company is to maintain an investment scale of over 100 billion yuan in Guangdong by 2025, supporting the province's strategic goal of "recreating a new Guangdong" [1] - The company is focusing on a "three acceleration" strategy to develop a new energy system, which includes accelerating the construction of supportive and reliable power supply projects, the implementation of the Cangyue DC project, and promoting digital and green collaborative development [1] Group 2 - The Southern Power Grid Company aims to support the Guangdong provincial government's goal of adding 30 million kilowatts of new power generation capacity by 2025, with a focus on offshore wind power and pumped storage power stations [2] - Key projects include the Yangjiang Sanshan Island offshore wind power transmission project, which is the first of its kind in the country, and the pumped storage projects in Meizhou, Zhaoqing, Huizhou, and Maoming, which are nearing completion [2][3] - Once completed, the power transmission capacity from the eastern and western regions of Guangdong to the Pearl River Delta will increase significantly, enhancing the reliability and security of power supply in the Greater Bay Area [2] Group 3 - The Yangjiang Sanshan Island offshore wind power project is expected to be operational by October 2026, providing a continuous supply of clean energy to the Greater Bay Area [3] - By the end of 2025, the second phase of the Meizhou pumped storage power station will be fully operational, making the Greater Bay Area the world's first area with a capacity of over 10 million kilowatts for pumped storage [3] Group 4 - The Southern Power Grid Company plans to leverage major projects in Guangdong to tackle key technological challenges, focusing on flexible DC technology, AI in power, and the "Electric Hong" IoT operating system [4] - In Guangzhou, the company is constructing a flexible DC back-to-back project that will enhance power supply capacity by 700,000 kilowatts, addressing supply-demand balance issues in large urban areas [4] - In Shenzhen, the company aims to invest approximately 5.5 billion yuan to build over 20 substations to meet the electricity needs of the "20+8" industrial cluster [4] Group 5 - Since the 14th Five-Year Plan, the Southern Power Grid Company has built a 2,000-kilometer target network in Guangdong, increasing the power interconnection capacity from 4 million kilowatts to 10 million kilowatts [5] - The company plans to focus on both emerging strategic industries and traditional industries, promoting the development of a trillion-level new energy storage industry cluster [5] - The company will also enhance rural power grid upgrades and promote coordinated development between urban and rural areas [5]