总投资557亿 两大特高压项目拟引入民营企业注资入股

Group 1 - The core viewpoint of the article is that state-led investment in UHV projects is now being complemented by private capital participation, which injects new momentum into the industry [1] - The Qinghai Energy Bureau has announced a public solicitation for private enterprises to invest in the Xinjiang Electric (Southern Xinjiang) to Sichuan UHV DC project, with similar announcements made by Chongqing and Xinjiang authorities [1][2] - The total investment for the Xinjiang to Sichuan and Gansu UHV projects is 31.1 billion yuan and 24.6 billion yuan respectively, with private enterprises expected to hold about 10% of the shares [1][2] Group 2 - Both UHV projects have clear revenue expectations, with the Xinjiang to Sichuan project expected to deliver over 40 billion kWh annually, primarily utilizing solar and wind resources from the Southern Xinjiang region [2] - The introduction of private capital is in response to the State Council's notice aimed at promoting private investment in various energy sectors, allowing for a shareholding ratio of over 10% for qualified projects [2] - The entry of private capital into major energy projects is seen as a crucial practice to boost private investment confidence and stimulate internal growth, especially as private investment has been declining [3] Group 3 - Under the dual carbon goals and the construction of a new energy system, energy projects are becoming a significant direction for private capital investment [4] - The proportion of private investment in newly approved nuclear power projects has increased from about 10% in 2024 to 10%-20% in 2025, indicating a growing role for private enterprises in the energy sector [4] - The number of oil and gas transporters has surged from 5 in 2019 to 1005, with the share of resources transported by small and medium-sized transporters rising from 2.1% to 10.2% [4]