国电南瑞：目前国电南瑞已掌握柔性直流输电核心技术

Core Viewpoint - The company has mastered core technologies in flexible DC transmission and has achieved full localization of key components such as converters and IGBTs, indicating a strong position in the domestic and international markets [1]. Domestic Orders - The company has secured multiple domestic contracts for ±800 kV ultra-high voltage DC transmission projects, including projects from Ningxia to Hunan, Jinshang to Hubei, Gansu to Zhejiang, and Inner Mongolia to Beijing-Tianjin-Hebei [1]. - The company is also involved in the southeastern Tibet to Guangdong-Hong Kong-Macau flexible DC project, showcasing its extensive engagement in significant infrastructure projects [1]. International Business - The company has won international contracts for high-end equipment exports, including the BorWin6 offshore wind power project in Germany, the ±600 kV DC transmission project for the Itaipu Hydroelectric Plant in Brazil, and a flexible DC project in Saudi Arabia [1]. Production Capacity - In 2024, the company has initiated production line capacity expansion to adapt to project delivery schedules, particularly for the "Shagehuang" project, and has established mass production capabilities for ±800 kV flexible DC converters [1].