2030年“西电东送”规模将超4.2亿千瓦

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote high-quality development of the power grid, aiming for a significant increase in the "West-to-East Power Transmission" capacity by 2030, exceeding 420 million kilowatts [1][2] Group 1: Future Power Grid Development - By 2030, the new power grid platform will be established, featuring a backbone grid and distribution network as key components, with smart microgrids as beneficial supplements [1] - The capacity for "West-to-East Power Transmission" is expected to exceed 420 million kilowatts, with an additional inter-provincial power exchange capacity of approximately 40 million kilowatts [1] - The share of renewable energy generation is projected to reach around 30%, supporting over 40 million charging infrastructure units [1] Group 2: Current Power Grid Status - China's power grid is recognized as the world's strongest in transmission capacity, with the highest operating voltage levels and the largest scale of renewable energy integration [1] - The current "West-to-East Power Transmission" capacity stands at 340 million kilowatts, accounting for about 23% of the projected maximum electricity load in 2025 [1] Group 3: Challenges and Strategic Planning - The energy production and consumption trends indicate a clear shift towards electrification, necessitating a strategic approach to address challenges such as system stability risks and insufficient safety capacity [1] - 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] - The guidelines encourage private capital participation in power grid investment and construction, while ensuring that investments are appropriately timed and not excessively advanced [2]