100年，1亿千瓦。 2025年12月19日，随着位于四川攀枝花金沙江中游的银江水电站全面投产，四川水电装机容量突破 1亿千瓦。1亿千瓦，约占全国水电装机总量的四分之一，大约相当于4.4个三峡电站。 这是2025年6月拍摄的银江水电站。（受访者供图） 1925年，泸州洞窝水电站拉开四川水电开发序幕。一个世纪后，世界级水电站群与特高压通道以江 河为卷，在这里塑造出国家发展战略腹地的清洁能源之基。 今天，全国每100度水电中，就有30度来自四川；四川年发电量约三分之一用于川外。四川能源已 不只是"多与少"，而是关系到全国能源系统的"稳与安"。 从两千年前都江堰分水而治，到今天借水生能、流域联调、电算协同，顺应自然、系统治理的理念 在四川延续。俯瞰天府大地，一条清洁能源走廊连接山河、贯通东西，支撑我国新型电力系统稳步转 型。 图为国家超级计算成都中心。（受访者供图） 蓄势：从"待字闺中"到能源底座 成都高新区，天府大道贯穿南北，府城大道连接东西。国家电网、三峡集团、国家能源集团、中国 华电集团等多家能源央企区域总部在这个十字路口依次排布。这样的布局并非巧合，而是国家能源战略 统筹推进在四川的现实呈现。 以此为坐标， ...

Core Viewpoint - The successful commissioning of the Jinshang (Jinsha River upstream) to Hubei ±800 kV UHVDC project marks a significant advancement in high-altitude UHVDC technology, enhancing clean energy transmission capabilities and addressing regional power supply challenges in China [1][2]. Technical Innovation - The project utilizes ±800 kV rated voltage and 8 million kW rated capacity, achieving a transmission distance of nearly 1900 kilometers [1]. - It is the first UHVDC project to successfully apply site-level cascading technology in high-altitude areas, representing a breakthrough in technical innovation [1][2]. - The construction team set a world record by erecting transmission towers at an altitude of 4797.9 meters, showcasing the project's capability to operate in extreme environments [2]. Project Benefits - The project is expected to deliver approximately 40 billion kWh of clean electricity annually, equivalent to replacing 12 million tons of standard coal and reducing carbon dioxide emissions by about 30 million tons [1][2]. - It will facilitate large-scale development and transmission of hydropower from the Jinsha River upstream, optimizing the energy structure at the receiving end [2]. - The project will alleviate long-term power supply and demand imbalances in Central China, contributing to the establishment of a clean, low-carbon, safe, and efficient energy system [2]. Infrastructure Development - With the commissioning of the Jinshang-Hubei UHVDC project, the total number of UHV transmission corridors from Sichuan has reached seven, enhancing the province's capacity to export electricity [1][2]. - Sichuan has become the leading province in UHV construction in China, with a total of eight UHV projects in operation, significantly increasing its electricity export capacity to 62.6 million kW, doubling the capacity achieved during the 13th Five-Year Plan [5]. - The ongoing investment in the power grid infrastructure aims to further enhance the transmission capabilities and establish a comprehensive power delivery network across the region [5].

Core Insights - China's electricity consumption is projected to exceed 10 trillion kilowatt-hours by 2025, surpassing the total consumption of the EU, Russia, India, and Japan combined for 2024 [1] - The country has established the world's largest and most advanced power transmission network, with a reliability rate of 99.924% [1] Group 1: Power Transmission Capacity - During the "14th Five-Year Plan," China's ultra-high voltage (UHV) construction accelerated, increasing cross-province and cross-region transmission capacity from 270 million kilowatts at the end of the "13th Five-Year Plan" to 340 million kilowatts, a growth of over 25% [2] - The total length of UHV direct current lines has surpassed 40,000 kilometers, a 43% increase from the 28,000 kilometers during the "13th Five-Year Plan" [2] - The length of UHV alternating current lines has increased by over 67%, from 12,000 kilometers to over 20,000 kilometers [2] Group 2: Electricity Demand and Load - In the summer of 2025, China's electricity load reached a historical peak, with the total electricity consumption exceeding 1 trillion kilowatt-hours for two consecutive months [3] - The peak load reached 1.508 billion kilowatts, setting a new record [3] Group 3: Green Energy Transition - The proportion of clean energy transmitted through cross-regional UHV direct current channels increased from less than 40% at the end of the "13th Five-Year Plan" to nearly 60% by 2024, with annual clean energy transmission reaching 420 billion kilowatt-hours, a 70% increase [4] - New UHV projects have been developed to facilitate the transmission of renewable energy, including the first integrated UHV project for wind, solar, and storage [4] Group 4: Technological Advancements - China's UHV technology has achieved breakthroughs in various fields, establishing a self-controlled technical standard system and creating 26 world-first achievements [6] - Key technologies have overcome significant challenges, such as high altitude and severe weather conditions, enhancing the country's position as a global leader in UHV technology [6] - The integration of digital technology has improved the efficiency and reliability of the power grid, with significant advancements in operational decision-making and equipment assessment [7] Group 5: Global Influence - China's UHV technology is being exported globally, exemplified by the successful operation of UHV projects in Brazil, which has facilitated the export of clean hydropower over long distances [7] - The development of a comprehensive energy security network supports China's modernization and green development goals [7]

Group 1 - The core point of the news is the successful commissioning of the Jinshang-Hubei ±800 kV UHVDC transmission project, marking the entry of Tibet into the "UHV era" for clean energy transmission [1] - The project, which spans approximately 1900 kilometers, utilizes ±800 kV rated voltage and has a capacity of 8 million kW, connecting regions from Tibet to Hubei [1] - Upon operation, the project is expected to deliver around 40 billion kWh of clean electricity annually, equivalent to replacing approximately 12 million tons of standard coal and reducing CO2 emissions by about 30 million tons [1] Group 2 - State Grid has completed a total of 42 UHV projects, with a cross-regional and cross-provincial transmission capacity of 370 million kW, forming a backbone network across East, North, Central, and Southwest China [2] - The company continues to enhance the capacity and reliability of cross-regional transmission channels, facilitating efficient delivery of clean energy from the western and northern regions to the eastern and central load centers [2]

Core Viewpoint - The completion of the Jinshang-Hubei UHVDC project marks a significant advancement in China's high-altitude power transmission capabilities, enhancing the electricity supply to central China while promoting clean energy utilization [2][4][5]. Technical Features - The project utilizes ±800 kV rated voltage and an 8 million kW rated capacity, with a transmission distance of nearly 1900 kilometers [2]. - It is the world's first UHVDC project to successfully apply site-level cascade technology in high-altitude areas, representing a breakthrough in technical innovation [2]. Engineering Benefits - Once operational, the project will deliver approximately 40 billion kWh of clean electricity annually, equivalent to replacing 12 million tons of standard coal and reducing carbon dioxide emissions by about 30 million tons [2][5]. - The project will support the large-scale development and transmission of hydropower from the Jinsha River upstream, optimizing the energy structure at the sending end [4]. Impact on Energy Supply - The Jinshang-Hubei UHVDC project will alleviate long-term power supply and demand conflicts in Central China, contributing to the establishment of a clean, low-carbon, safe, and efficient energy system [5][6]. - The project is expected to significantly increase the clean energy consumption ratio in Hubei, acting as a timely solution to the region's electricity supply challenges [4][5]. Infrastructure Development - With the commissioning of the Jinshang-Hubei UHVDC project, Sichuan has now established seven UHV transmission corridors, solidifying its position as the leading province in UHV construction in China [6][8]. - The total external transmission capacity of Sichuan's power grid has reached 62.6 million kW, doubling the capacity achieved during the 13th Five-Year Plan, which greatly alleviates the issue of water abandonment during peak water periods [7][8]. Future Prospects - Sichuan is set to continue its investment in power grid infrastructure, with plans for additional UHV projects and cross-provincial transmission channels to enhance the overall power delivery network [8].

Industry News - The Ministry of Industry and Information Technology (MIIT) will strengthen capacity regulation in the photovoltaic industry, aiming for a dynamic balance of production capacity by promoting the orderly exit of outdated capacity through market-oriented and legal means [2] - The MIIT and the Ministry of Ecology and Environment have released the "Major Environmental Protection Technology and Equipment Catalog (2025 Edition)" to accelerate the research and application of advanced environmental protection technologies, covering key areas such as air and water pollution prevention, solid waste treatment, and soil pollution remediation [2] - The State Grid announced the completion and operation of the Jinshang-Hubei ±800 kV UHVDC transmission project, which is significant for promoting the cross-regional optimization of clean energy and enhancing national energy security [3] - Shanxi Province has built a total of 369 intelligent coal mines, accounting for over one-third of the national total, indicating a significant advancement in mining technology [3] - A new mineral named "Jinxiu" has been officially recognized, showcasing advancements in mineral discovery and classification by Chinese geological researchers [3] - A giant underwater gold mine has been discovered in Yantai, Shandong, with proven gold reserves of over 3900 tons, representing 26% of the national total, highlighting the region's mining potential [3] International News - Israel has approved a natural gas export agreement to Egypt, valued at 112 billion new shekels, marking the largest gas export deal in Israel's history [4] - The European Parliament has approved a plan to gradually stop importing Russian natural gas by the end of 2027, reflecting a significant shift in energy policy within the EU [4] - The International Energy Agency (IEA) forecasts a slight decline in global coal demand by 2030 due to increased competition from renewable energy, natural gas, and nuclear energy [5] Corporate News - A Chinese company has successfully commenced commercial operations of a 100 MW photovoltaic project in Tunisia, which is the largest solar power project in the country, aimed at diversifying the energy structure and reducing fossil fuel consumption [6]

Core Viewpoint - The energy supply situation in China is stable, with sufficient resources to meet the demands of winter heating and power generation, supported by both traditional and clean energy sources [1][2][3] Traditional Energy Supply - Coal remains a critical component of China's energy security, with daily coal production reaching 75,000 tons and a maximum coal stockpile exceeding 350,000 tons, ensuring supply stability during extreme winter weather [1] - The National Energy Group has implemented an emergency supply mechanism, delivering over 11 million tons of coal and generating over 21 billion kilowatt-hours of electricity since December [2] Clean Energy Projects - Significant clean energy projects are being launched, including the 800 MW offshore wind project in Jiangsu, which is expected to power 1.4 million households and reduce carbon emissions by approximately 2.37 million tons [2] - The successful grid connection of the second unit of the Zhangzhou Nuclear Power Plant marks a milestone in nuclear energy development, contributing to the overall energy supply [3] Power Grid Enhancements - The completion of the ±800 kV UHVDC transmission project in Hubei will enable the transmission of approximately 40 billion kilowatt-hours of clean electricity annually, equivalent to replacing 12 million tons of standard coal and reducing carbon emissions by 30 million tons [3] - The State Grid has 82 key projects aimed at enhancing power supply capacity by over 30 million kilowatts, ensuring reliable electricity supply during peak winter demand [4] Resilience in Power Supply - To improve the resilience of the power supply system, it is essential to enhance the accuracy of renewable energy forecasting, apply digital technologies across various sectors, and optimize the efficiency of UHV transmission channels [5]

全球方面，谷歌(Google)击败苹果(Apple)位列第一；微软(Microsoft)继续占据第二；苹果(Apple)退居第 三。 凤凰网科技讯12月18日，世界品牌实验室(World Brand Lab)于12月17日在美国纽约揭晓了最新的《世界 品牌500强》排行榜。中国(包含港澳台地区)入选的品牌共计50个，入选数再次超越日本(40个)，稳居全 球第三。其中表现亮眼的品牌有国家电网、腾讯、海尔、华为、阿里巴巴、抖音、百度、小米、宁德时 代（300750）等。 ...

Core Viewpoint - The company, Qiuguan Cable, announced that it has recently won bids for projects totaling 878.6576 million yuan (including tax) from the State Grid and its subsidiaries, which is expected to positively impact the company's future operating performance [1] Group 1: Project Details - The company secured a bid for the State Grid Corporation's 2025 74th batch procurement, which includes 110kV and 220kV power cables worth 58.2005 million yuan [1] - The company also won a bid for the second joint procurement project of low-voltage power cables and 10kV power cables in the Northeast region, amounting to 54.0927 million yuan [1] - Additionally, the company was awarded contracts for overhead insulated wires, low-voltage power cables, and 10kV power cables in the second joint procurement project in the North China region, totaling 222.4518 million yuan [1]

Core Viewpoint - The successful commissioning of China's first ultra-high voltage direct current transmission project from Jinshang to Hubei marks a significant advancement in the country's energy infrastructure, enhancing the transmission of clean energy and optimizing resource allocation across regions [1][3][5]. Group 1: Project Overview - The total investment for the Jinshang to Hubei ultra-high voltage project is 33.4 billion yuan, spanning nearly 1900 kilometers across four provinces (Sichuan, Tibet, Chongqing, and Hubei) [3]. - The project is expected to deliver an annual transmission capacity equivalent to one-sixth of Hubei's total electricity consumption, significantly increasing the proportion of clean energy in the province [7]. Group 2: Environmental Impact - Upon full operation, the project will supply nearly 40 billion kilowatt-hours of clean electricity to Central China each year, replacing approximately 12 million tons of standard coal and reducing carbon dioxide emissions by about 30 million tons [7]. Group 3: Future Developments - By 2025, the State Grid plans to complete four additional ultra-high voltage direct current projects, further enhancing the national energy transmission network and supporting the "West-to-East Power Transmission" initiative [8]. - The cumulative capacity of ultra-high voltage projects has reached 370 million kilowatts, significantly improving the resilience and reliability of energy supply across regions [10].