“十五五”国网公司投资加码至4万亿元，特高压等仍为重点领域

Core Viewpoint - The State Grid Corporation of China plans to invest 4 trillion yuan during the 14th Five-Year Plan period, representing a 40% increase compared to the previous plan, aimed at driving high-quality development in the new power system supply chain [1][2] Investment Scale - The projected investment of 4 trillion yuan translates to an average annual investment of 800 billion yuan during the 14th Five-Year Plan [2] - The national grid investment during the 13th Five-Year Plan was approximately 2.64 trillion yuan, which increased to 2.85 trillion yuan during the 14th Five-Year Plan, indicating a significant scale-up in investment [2] Strategic Importance - The chairman of the State Grid Corporation emphasized the need to leverage the grid's foundational support and investment-driving role to boost domestic demand and stabilize growth [2] - The future energy system will primarily rely on renewable sources like wind and solar, making the grid's role crucial in connecting consumers and suppliers [2] Future Demand and Construction - Factors such as artificial intelligence, electric vehicles, and energy substitution are expected to sustain electricity demand growth, necessitating a significant increase in grid investment to keep pace with demand [2] - The State Grid aims to add an average of 20 million kilowatts of wind and solar capacity annually during the 14th Five-Year Plan, with a target for non-fossil energy consumption to reach 25% [3] High Voltage Investment Focus - Investment in ultra-high voltage (UHV) projects will remain a priority, with the "West-to-East Power Transmission" project expected to exceed 420 million kilowatts by 2030 [5] - The State Grid plans to enhance UHV transmission capabilities by over 30% compared to the end of the 14th Five-Year Plan [5] Technological Advancements - The grid's evolution will include the integration of flexible direct current and low-frequency transmission technologies, with a focus on digital transformation and AI applications [7] - Companies like XJ Electric are increasing R&D investments to enhance their technological capabilities and develop core products that are internationally competitive and self-controlled [7]