南方电网：2026年固定资产投资计划达1800亿元

Core Viewpoint - In 2026, the Southern Power Grid plans to invest 180 billion yuan in fixed assets, marking a record high for five consecutive years, with an average annual growth rate of 9.5% [1] Investment Plans - The investment will focus on the construction of a new power system, development of strategic emerging industries, and enhancement of quality power supply services [1] - The company aims to support regional coordinated development, particularly in the Guangdong-Hong Kong-Macao Greater Bay Area, and will invest no less than 50.6 billion yuan for large-scale equipment updates this year [2] Major Projects - Key projects include the commencement of the 500 kV offshore wind power transmission line in Hainan and the completion of the 220 kV undersea interconnection project in Guangxi, which is set to be operational in the first quarter of this year [2] - The company will accelerate the construction of a flexible DC interconnected main grid and enhance the distribution network [3] Strategic Emerging Industries - The Southern Power Grid will expand charging and battery swap infrastructure and explore new fields such as marine energy and embodied intelligence [6] - A major interactive vehicle-network demonstration station in the Greater Bay Area is expected to be operational in the first quarter of this year [6] Renewable Energy Development - The company is actively coordinating large-scale renewable energy development and enhancing the controllability and intelligence of renewable energy consumption, aiming for an additional 40 million kilowatts of new installed capacity this year [6] - The offshore wind power flexible DC transmission project in Yangjiang, Guangdong, is expected to be operational by the end of this year, capable of delivering approximately 6 billion kilowatt-hours of green electricity annually to the Greater Bay Area [6]