藏粤直流工程开建：广东为新兴产业疯狂“发电”

Core Insights - The launch of the "Tibet-Guangdong DC Project" marks a significant step in China's energy landscape, facilitating the transmission of clean energy from Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - This project is expected to alleviate power supply pressures in Guangdong, support the development of a new power system, and enhance the resilience of the power grid [1][3] Group 1: Project Overview - The Tibet-Guangdong DC Project is a ±800 kV ultra-high voltage direct current transmission project, spanning approximately 2,681 kilometers with a rated transmission capacity of 10 million kilowatts [1] - The total investment for the project is around 53.2 billion yuan, with an additional investment of over 150 billion yuan for supporting renewable energy bases [1] - Upon full operation by 2029, the project is expected to deliver over 43 billion kilowatt-hours of clean electricity annually to the Greater Bay Area [1][3] Group 2: Strategic Importance - The project plays a crucial role in addressing peak electricity demand in Guangdong, which has the highest electricity consumption in China, with a projected total electricity consumption of 912.1 billion kilowatt-hours in 2024 [3] - It is anticipated to provide an additional 5 million kilowatts of power capacity to major cities like Guangzhou and Shenzhen during peak periods, significantly reducing the risk of power outages [3][8] - The strategic value of the project extends beyond mere electricity supply, impacting industrial chains, employment, and carbon reduction efforts [1][2] Group 3: Technological Advancements - The project utilizes advanced flexible direct current technology, which allows for real-time adjustments to voltage and frequency, enhancing the stability of large-scale renewable energy transmission [4][5] - The transmission speed is remarkably fast, with a transmission time of just 0.009 seconds and a capacity of 2,800 kilowatt-hours per second, equivalent to the annual electricity consumption of an average household [5] Group 4: Economic and Employment Impact - The project is expected to create over 100,000 jobs during peak construction, contributing to economic optimization in Tibet and along the transmission route [5] - The investment in the project and its associated renewable energy bases will stimulate demand in the equipment manufacturing and high-end power equipment markets in Guangdong [5][6] Group 5: Energy Transition and Future Outlook - Guangdong is actively pursuing a low-carbon transition to support high-quality economic development, with the Tibet-Guangdong DC Project being a key component of this strategy [7] - The region is also enhancing its energy system through various clean energy and grid projects, aiming for a high integration of renewable energy sources [6][7] - The successful implementation of the project will help Guangdong balance the demands of digital economy growth and green development, positioning it as a competitive player in the clean energy sector [8]