南方电网西电东送年送电量首超2600亿千瓦时 创历史新高

Core Insights - Southern Power Grid's electricity transmission from the west to the east is projected to exceed 2,616 billion kilowatt-hours in 2025, marking a historical high and an increase of 311 billion kilowatt-hours compared to 2020 [1] - During the 14th Five-Year Plan period, the cumulative electricity transmission reached 11.4 trillion kilowatt-hours, significantly contributing to the reduction of coal consumption by 330 million tons and carbon dioxide emissions by 860 million tons [1] Group 1: Supply and Demand Dynamics - The increase in electricity transmission is attributed to coordinated efforts on both supply and demand sides, with hydropower generation in Yunnan growing approximately 6% year-on-year and renewable energy generation increasing about 14% in 2025 [1] - The Guangdong-Hong Kong-Macao Greater Bay Area's digital economy and advanced manufacturing sectors are driving a rigid growth in electricity demand, with Guangdong becoming the first province in China to exceed a peak load of 160 million kilowatts [1] Group 2: Operational Efficiency and Technological Advancements - The Southern Power Grid has achieved a historical high in the availability of its direct current transmission channels during the summer peak, with equivalent outage time reduced to 5 hours, an 80% decrease year-on-year [1] - In 2025, the company conducted 26 online maintenance operations and 153 live-line work sessions, reducing power outage time by over 350 hours [1] Group 3: Market Integration and Clean Energy Utilization - Over one-third of the direct current transmission channels maintained full-load operation during the summer peak, with a single-day transmission peak exceeding 1.15 billion kilowatt-hours [2] - The establishment of a unified national electricity market has facilitated cross-regional electricity transactions, with over 6.4 billion kilowatt-hours of inter-regional electricity delivered in 2025 [2] - Clean energy generation in the Southern Power Grid's operational area reached 950.3 billion kilowatt-hours, accounting for 58% of total generation, an increase of 4 percentage points year-on-year [2] Group 4: Challenges and Future Strategies - The high penetration of renewable energy presents new challenges for electricity supply security, prompting the Southern Power Grid to leverage market mechanisms for supply support and to conduct flexible inter-provincial trading [2] - The company plans to enhance emergency dispatching and coordination of inter-provincial electricity resources, while also utilizing pumped storage, new energy storage, and virtual power plants for flexible regulation [2]