两部门发文 2030年“西电东送”规模将超4.2亿千瓦

Core Insights - The "West-to-East Power Transmission" capacity is projected to exceed 420 million kilowatts by 2030, with an additional inter-provincial power exchange capacity of approximately 40 million kilowatts [1] - The new power grid platform will enhance the optimization of grid resource allocation, supporting a renewable energy generation share of around 30% and over 40 million charging infrastructure units [1] - China's power grid is recognized as the strongest globally in terms of transmission capacity, highest operational voltage levels, and largest renewable energy integration [1] Industry Developments - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote high-quality development of the power grid, emphasizing the establishment of a new power grid platform by 2030 [2] - The guidelines outline seven key tasks, including unified planning and construction of various levels of the power grid and the establishment of a new power dispatching system [2] - There is encouragement for qualified private capital to participate in power grid investment and construction, alongside a focus on upgrading existing grid infrastructure [2]