TBEA(SH:600089) Zhong Guo Chan Ye Jing Ji Xin Xi Wang·2025-09-09 23:46Core Viewpoint - The "Ningdian into Xiang" project, China's first large-scale wind and solar power base with a high-voltage transmission line, has been completed, capable of delivering 8 million kilowatts of electricity and over 36 billion kilowatt-hours of clean energy annually to Hunan province [1] Group 1: Project Overview - The "Ningdian into Xiang" project spans 1,616 kilometers, starting from Zhongning Converter Station in Ningxia and passing through Gansu, Shaanxi, Chongqing, and Hubei, ending at Hengyang Converter Station in Hunan, with a total investment of 28.1 billion yuan [1] - The project aims to establish a model for the supply and consumption system of renewable energy [1] Group 2: Key Equipment and Technology - TBEA provided 14 high-end converter transformers for the Hengyang Converter Station, including 7 units of ±800 kV and 7 units of ±600 kV, marking the first independently designed and manufactured high-end converter transformers in China [2] - The ±800 kV high-end converter transformers are 14.8 meters tall, weigh 570 tons, and have dimensions of 26.5 meters in length and 8.4 meters in width, showcasing TBEA's independent intellectual property rights [2] Group 3: Technical Advancements - TBEA enhanced the converter transformers through over 20 technical improvements, including upgrades to insulation structures and heat dissipation designs, achieving an insulation performance breakthrough of below 30 pC, significantly better than the industry standard [3] - The company implemented digital simulation technology to optimize manufacturing processes, reducing the number of welding points from over 450 to 42, enhancing reliability and structural integrity [3] Group 4: Supporting Equipment - The Hengyang Converter Station features 4,450 high-voltage parallel capacitors, while the Zhongning Converter Station has 3,560 capacitors, all developed by TBEA, which play a crucial role in stabilizing power transmission and improving energy quality [4] - TBEA also supplied various critical auxiliary products, including transformers and customized components designed for specific geographical and climatic conditions, ensuring the stable operation of the converter stations [5][6] Group 5: Strategic Impact - The completion of the "Ningdian into Xiang" project will not only meet Hunan's electricity demand and optimize its energy structure but also facilitate large-scale clean energy delivery from Ningxia, promoting cross-regional energy optimization [6]