国家电网上半年固定资产投资同比增长11.7%

Core Insights - The State Grid Corporation reported a fixed asset investment exceeding 270 billion yuan in the first half of 2025, marking an 11.7% year-on-year increase and the highest scale for the same period [1] - The market-oriented trading electricity volume reached 24,550 billion kilowatt-hours, a 5% increase year-on-year, accounting for 75.3% of the total trading electricity volume [1] - The newly connected capacity of wind and solar energy in the operational area reached 203 million kilowatts, representing a significant year-on-year growth of 108.7% [1] Investment and Infrastructure Development - Key projects such as the East Longdong to Shandong and Hami to Chongqing ultra-high voltage projects have been put into operation, along with the 750 kV transmission project from Shaanxi to Gansu [1] - All 140 key projects for peak summer power supply have been completed and put into operation, enhancing the energy resource allocation capability [1] - The fully operational pumped storage power stations in Qingyuan, Liaoning, and Ninghai, Zhejiang, contribute to improved energy management [1] Future Plans - The State Grid plans to orderly advance the construction of key projects including Jinshang to Hubei, Mengxi to Beijing-Tianjin-Hebei, and Southeast Tibet to Guangdong-Hong Kong-Macao Greater Bay Area ultra-high voltage projects [1] - The company aims to fully operationalize pumped storage power stations in Jurong, Jiangsu, and Jinyun, Zhejiang, to further tap into trading potential [1] - The focus will be on enhancing regional energy interconnection and optimizing energy resource allocation [1]