国家电网年内建成4项特高压工程 上市公司紧抓市场机遇

Group 1: National Grid Developments - The first ultra-high voltage project deeply penetrating the Sichuan-Tibet Plateau, the Jinshang to Hubei ±800 kV UHVDC project, has been completed and put into operation, marking a significant milestone for the National Grid [1] - The project has a total investment of 33.4 billion yuan and spans nearly 1900 kilometers, with an annual transmission capacity equivalent to one-sixth of Hubei's total electricity consumption [1] - The National Grid has completed four UHVDC projects in 2025, enhancing the national energy transmission network and increasing cross-regional transmission capacity to 370 million kilowatts [2] Group 2: Future Projects and Approvals - The Zhejiang UHVAC ring network project has received approval from the National Development and Reform Commission, with an investment of approximately 29.3 billion yuan, expected to be operational by 2029 [2] - The Panzhixi UHVAC project has also been approved, with an investment of about 23.2 billion yuan, aimed at meeting the power supply needs of the Panzhixi clean energy base [2] Group 3: Industry Opportunities - The investment in UHV projects presents significant development opportunities for upstream and downstream enterprises in the industry, enhancing their global competitiveness [3] - Companies like State Grid NARI Technology Co., Ltd. are maintaining industry leadership through continuous R&D innovations, focusing on high-voltage components necessary for UHV projects [3] - Beijing Sifang Automation Co., Ltd. and XJ Electric Co., Ltd. are actively participating in UHV project construction, leveraging their technological advantages and experience to secure more project bids [3]