Zheng Quan Ri Bao·2025-07-10 06:15Core Insights - The "Ningdian Ruinxiang" project is expected to significantly enhance electricity supply in Hunan province during the summer peak, with a maximum load forecasted to exceed 50 million kilowatts, representing an 8.4% year-on-year increase [1] - The project will contribute to the local economy by accelerating the release of benefits from the renewable energy industry chain, benefiting upstream, midstream, and downstream companies [1][2] - The project is set to achieve a transmission capacity of 8 million kilowatts and an annual transmission volume of 40 billion kilowatt-hours, accounting for 16% of Hunan's annual electricity consumption [1] Upstream Industry - The "Ningdian Ruinxiang" project breaks the bottleneck of renewable energy generation in western regions, allowing for increased production of renewable energy generation equipment [2] - Companies involved in renewable energy equipment manufacturing are expected to ramp up production to support projects in regions like Xinjiang, Qinghai, and Gansu [2] Midstream Industry - The project has prompted transmission and transformation equipment manufacturers to follow the bidding steps of the State Grid, aiding in the construction of power channels in central and western China [2][3] Downstream Industry - Electricity supply from the "Ningdian Ruinxiang" project allows downstream companies, such as Hunan Hualing Steel and SANY Heavy Industry, to significantly reduce energy costs and improve carbon emission performance [3][4] - SANY Heavy Industry is utilizing green electricity from the western regions to replace traditional coal power, leading to a notable decrease in carbon emissions during production [4] Equipment Supply - TBEA Co., Ltd. is a key supplier for the "Ningdian Ruinxiang" project, providing essential equipment such as high-end converter transformers and high-voltage capacitors [3] - The company has achieved a 100% first-time test pass rate for its delivered equipment, ensuring the project's operational reliability [3]