作为国家"十四五"规划102项重大工程之一、我国首条直接连接西北与西南的特高压直流通道，"疆电入 渝"工程于2025年6月10日投产送电，全线长达2260千米，总投资约286亿元。得益于特高压技术优势， 新疆戈壁的风能、太阳能转化的电能，仅需7毫秒即可抵达重庆，单日最大输送电量近1亿千瓦时。 在工业制造领域，充足的电能为汽车、电子等千亿级产业集群发展保驾护航。在民生服务方面，从居民 日常用电到商圈商户运营，从数据中心算力支撑到城市公共设施保障，"疆电"已全面融入山城人民生产 生活的方方面面，成为保障城市平稳运行的"能源基石"。 2025年12月30日，哈密—重庆±800千伏特高压直流输电工程投运以来，重庆累计消纳"疆电"突破100亿 千瓦时大关。这一里程碑式数据，标志着我国西北与西南跨区域能源合作迈入深度融合新阶段，为成渝 地区双城经济圈建设注入持续稳定的绿色动能。 ...

巨量电能安全、高效流动的背后，是我国建成的世界上规模最大、电压等级最高、技术最先进、覆盖范 围最广的输电网络。44条跨区输电通道纵横交织，供电可靠率达99.924%。这张如巨龙脊梁般的坚强电 网，横贯东西、纵穿南北，成为保障国家能源安全、推动绿色低碳转型、支撑高质量发展的决定性力 量。 "3.4亿千瓦"见证资源配置新高度 过去五年，在我国"西电东送"的宏大布局中，特高压工程深刻重塑着我国能源流动的版图。 国家能源局最新数据显示，"十四五"期间，我国特高压建设按下"加速键"，跨省跨区输电能力实现跨越 式提升，从"十三五"末的2.7亿千瓦跃升至3.4亿千瓦，增幅超25%，为能源资源大范围优化配置筑牢根 基。 直流通道持续扩容，成为"西电东送"的核心骨干。五年间，陕北至湖北、白鹤滩至江苏、陇东至山东等 8条特高压直流工程相继投产，新增线路长度1.36万千米，使全国特高压直流线路总里程突破4万千米， 较"十三五"时期的2.8万千米增长43%。 交流网架不断完善，为电网安全运行提供坚实支撑。在"十三五"华北、华东特高压主网架基础上，"十 四五"时期华中四省、川渝地区成功构建特高压交流主网架，使特高压交流线路长度从1.2 ...

今天来给大家聊一下中美之间的AI产业比拼。当中国的AI大模型在云南水电、新疆风电的支撑下昼夜迭代，美国硅谷的科技巨头却在忙着两件离谱的事。 谷歌签下25年核电站长约，就为给AI供电；马斯克甚至计划把数据中心送进太空，靠太阳能"续命"。 一边是穿透高原沙漠的稳定电力，一边是企业被逼自建电厂的窘迫，中美AI竞赛的上半场，胜负似乎早已不在芯片实验室，而藏在纵横交错的电网里。 为什么电力会成为AI竞赛的终极胜负手？美国作为科技强国，为何连基础电力供应都撑不起AI的野心？中国又凭什么能让电网成为创新的"底气"？ e 4 1 Well and Sell I rac / 4 CAL F d - Re TT 1200 1 � s and ra (2 the first and 17.0 . . . 要搞懂这场对决，首先得明白：AI根本就是个"吞电巨兽"，而且胃口还在指数级膨胀。 训练一次ChatGPT（美国人工智能聊天机器人程序）级别的大模型，耗电量有多夸张？说出来你可能不信，相当于3000辆特斯拉跑20万公里的总能耗，换算 成家庭用电，够4万个普通家庭用一整天。 这还只是当前的水平，根据国际能源署的预测，到2030年全球数 ...

Core Viewpoint - The article discusses China's dominance in AI-related electricity production, contrasting it with the U.S. response led by former President Trump, highlighting the competitive landscape between the two nations in the AI sector and the underlying energy infrastructure needed to support it [1][6]. Group 1: China's Strengths in AI and Energy - China's electricity generation has significantly outpaced other regions, with growth from 2010 to 2024 exceeding the total growth of the rest of the world [6]. - In 2022, China's electricity generation was more than double that of the U.S., and the electricity costs for data centers in China are less than half of those in the U.S. [8]. - Inner Mongolia's "Grassland Cloud Valley" has become a hub for data centers, with over 100 centers either operational or under construction, and a total investment exceeding 160 billion yuan [8]. Group 2: U.S. Response and Challenges - Trump's claims about the rapid construction of AI factories and self-built power facilities in the U.S. were met with skepticism, especially as the U.S. Energy Secretary emphasized AI as a top priority for the government [4][10]. - The U.S. faces significant challenges in electricity reliability, particularly in the Midwest and Southwest, where summer power shortages are common [12]. - The slow progress on infrastructure projects, such as the "Southern Spirit" transmission project in Texas, highlights the difficulties the U.S. faces in meeting the growing energy demands of the AI industry [12][14]. Group 3: Long-term Planning and Future Outlook - Morgan Stanley predicts that China's investment in grid projects will reach $560 billion by 2030, with Goldman Sachs estimating that China's backup power capacity could be three times the expected global data center electricity demand [10]. - The article suggests that the competition in AI and energy will continue, with China's centralized energy system and ongoing policy investments providing a distinct advantage over the U.S.'s fragmented and aging infrastructure [14][16].

Core Viewpoint - The article emphasizes the importance of energy security and the rapid development of ultra-high voltage (UHV) power transmission projects in China, which are crucial for ensuring energy supply and supporting economic growth [2][3]. Group 1: Energy Infrastructure Development - During the "14th Five-Year Plan" period, China has accelerated the construction of UHV projects, with 19 new lines initiated, accounting for nearly half of the total planned projects [3]. - The total investment in UHV projects exceeded 380 billion yuan over five years, marking a significant advancement in UHV development [3]. - The UHV transmission capacity has enabled the delivery of over 8.8 trillion kilowatt-hours of electricity across provinces, significantly enhancing the energy supply network [3][5]. Group 2: Clean Energy Transition - China has planned nine major clean energy bases in resource-rich northern and western regions, facilitating the long-distance transmission of clean energy through UHV lines [4]. - By 2024, the amount of clean energy transmitted via UHV lines reached approximately 420 billion kilowatt-hours, a 70% increase compared to the end of the "13th Five-Year Plan" [4]. - The UHV projects have played a vital role in the green and low-carbon transformation of the energy sector, supporting the integration of wind, solar, and hydropower into the national grid [5]. Group 3: Technological Advancements - The UHV technology in China has achieved a 100% localization rate, with significant advancements in engineering capabilities, such as the development of robust transmission towers for harsh environments [4]. - Chinese companies now lead in setting over 80% of global UHV technical standards, marking a shift from following to leading in UHV technology [4]. - The construction of 44 UHV transmission lines has created a vast network exceeding 50,000 kilometers, enhancing the ability to allocate clean energy resources effectively [5].

Core Insights - The Zhangbei-Shengli 1000 kV UHVAC project has successfully operated for one year, delivering over 700 million kWh of electricity, equivalent to the annual consumption of 270,000 households, and reducing carbon dioxide emissions by approximately 690,000 tons [1] Group 1: Project Overview - The total investment for the Zhangbei-Shengli UHV project is 6.786 billion yuan, with a total length of 732 kilometers, connecting Hebei Zhangjiakou to Inner Mongolia Xilin Hot [1] - The project is a key initiative in the national "14th Five-Year" electricity development plan, enhancing the proportion of renewable energy in UHV channels [1] Group 2: Operational Achievements - The operation and maintenance unit has successfully addressed challenges such as severe cold and strong winds, utilizing a "drone + small flying person" method for live-line maintenance [1] - The project has implemented a digital system and intelligent inspection robots for comprehensive monitoring of station equipment, alongside regular manual inspections [1] Group 3: Future Plans - The company plans to strengthen collaboration with meteorological and fire departments to ensure stable delivery of clean electricity from Inner Mongolia to the North China load center [1]

Core Insights - The Zhangbei-Shengli 1000 kV UHVAC project has been operational for one year, delivering over 700 million kWh of electricity, equivalent to the annual consumption of 270,000 households, and achieving significant environmental benefits by reducing CO2 emissions by approximately 690,000 tons [1][2]. Group 1: Project Overview - The Zhangbei-Shengli UHV project is a key initiative under the national "14th Five-Year" electricity development plan, with a total investment of 6.786 billion yuan and a total length of 732 kilometers, connecting Hebei Zhangjiakou to Xilin Gol League in Inner Mongolia [2]. - This project utilizes UHV technology to link the clean energy base in northern Hebei with the large wind power base in Xilin Gol, significantly increasing the proportion of renewable energy transmitted through UHV channels and enhancing the grid's capacity to absorb green electricity [2]. Group 2: Operational Achievements - The operation and maintenance team has successfully addressed challenges such as severe cold and strong winds, employing innovative methods like "drone + small flying person" for live-line maintenance and a three-dimensional inspection model combining drones, visualization, and manual checks [4]. - A specialized operation and maintenance plan has been developed to ensure safety during recent cold wave conditions, implementing a "same entry, same exit" monitoring approach to ensure accountability and effective measures [4]. - The company plans to strengthen collaboration with meteorological and fire departments for precise weather forecasting and targeted emergency drills, forming a rapid response mechanism to ensure stable delivery of clean electricity from Inner Mongolia to the North China load center [4].

Summary of Key Points from Conference Call Records Industry Overview - The global power grid infrastructure is facing a significant demand for upgrades, driven by aging equipment in Europe and North America, and the dual impact of renewable energy development and aging infrastructure in Asia, Africa, and Latin America [1][2][3] - The demand for modern, efficient, and sustainable smart grid systems is urgent across various regions due to the need for infrastructure modernization and the integration of renewable energy sources [3] Regional Investment Demand - **Europe**: Faces severe aging of grid equipment, with many devices over 40 years old. A projected investment of approximately €2 trillion is needed by 2050 to address these issues [5] - **North America**: Similar aging issues, compounded by a surge in power demand from data centers and AI, which may account for over 10% of total load in the coming years [3] - **Asia and Africa**: Rapid development is noted, with countries like Indonesia and Singapore needing significant upgrades to their grid systems to accommodate new energy structures [3] - **Latin America**: Brazil's grid infrastructure is lagging behind its investments in solar and wind projects, leading to power outages that affect economic activities [3] Chinese Power Equipment Companies - Chinese power equipment firms primarily export to Europe and the U.S. through local agents or single-unit sales, facing certification barriers. In non-European markets, they utilize direct sales and partnerships to expand market share [1][6] - The penetration rate of Chinese power equipment in Europe is low, estimated at around 5% in 2024, with projections of 7-8% in 2025. In Brazil, the penetration is estimated at 20-30% [11] - Chinese companies have a competitive edge in cost and delivery capabilities, but face challenges in brand recognition and trust in international markets [8][10] Market Opportunities and Challenges - The global demand for IGBT and related core components is high, particularly in flexible DC transmission projects, with supply shortages being a significant issue [9] - Chinese companies are capitalizing on the booming demand in the Middle East, South Asia, and East Asia, leveraging their cost advantages and flexible service offerings [10] - International competitors like Schneider, Siemens, and ABB are expanding production, particularly in transformer manufacturing, but face long construction cycles [7][8] Competitive Landscape - Chinese power equipment firms are increasingly recognized in the Middle East, with high-end products gaining acceptance, although they still face quality perception issues [7] - In contrast, Western companies maintain a strong foothold in the market due to established relationships and cultural recognition among local decision-makers [12] Future Outlook - The outlook for Chinese high-voltage direct current (HVDC) technology is promising, with significant projects already underway in Brazil and Saudi Arabia, showcasing China's competitive advantages in technology, equipment supply, and project management [14][15][16] - The global DC transmission project market is experiencing rapid growth, with China positioned as a key player, particularly in regions where they can offer comprehensive solutions [15][16]

Core Insights - The Guanting-Lanzhou East Transmission and Transformation Demonstration Project marks its 20th anniversary, having transmitted over 1500 billion kilowatt-hours of electricity, significantly contributing to the development of the Yellow River cascade hydropower and the socio-economic growth of the region [1] Project Overview - The project commenced on September 19, 2003, starting from the 750 kV Guanting Substation in Minhe County, Qinghai Province, to the 750 kV Lanzhou East Substation in Yuzhong County, Gansu Province, covering a total length of 141 kilometers with a designed transmission capacity of 1500 MVA [1] - The project was completed and put into operation on September 26, 2005, enabling the first interconnection of the power grids in Shaanxi, Gansu, Qinghai, and Ningxia, laying the foundation for the northwest 750 kV main grid framework [1] Technological Impact - The project ended the history of China's power grid lacking voltage levels above 500 kV, establishing a solid foundation for the development of ultra-high voltage technology in the country [1] - Through this project, China has independently mastered all core technologies related to the design, equipment manufacturing, construction, debugging, and operation of the 750 kV power grid, forming domestic standards and technical specifications [1] - The project positioned China as one of the few countries in the world capable of complete 750 kV ultra-high voltage transmission and transformation technology, providing valuable experience for the operation of the 750 kV Xinjiang and Northwest interconnection project in 2010 [1]

Core Viewpoint - The article emphasizes the significance of China's ultra-high voltage (UHV) transmission technology, which has transformed the country's energy landscape and established it as a global leader in this field [3][5][64]. Group 1: Energy Distribution Challenges - China's energy distribution is characterized by a significant imbalance, with over 80% of wind energy, 90% of solar energy, and 76% of coal located in the western and northern regions, while over 70% of electricity consumption occurs in the industrially developed eastern regions [7][9]. - The previous reliance on coal transportation to meet electricity demand was inefficient and contributed to severe air pollution, particularly during peak electricity usage [11][13]. - The urgent need to develop renewable energy resources in the west, coupled with the challenge of efficient long-distance transmission, highlighted the necessity for UHV technology [15][19]. Group 2: Development of UHV Technology - In response to the challenges, China initiated the development of UHV technology in 2000 to facilitate the "West-East Power Transmission" strategy, aiming to transport large-scale hydropower from the west to the east [21][23]. - Initial conventional transmission technologies were inadequate, necessitating the development of UHV technology to avoid high costs and energy losses associated with building multiple lines [25][29]. - Despite facing skepticism and opposition, extensive collaboration among research institutions and manufacturers led to breakthroughs in over 310 key technologies, including the development of a 6-inch thyristor with a current capacity of 6000 amperes [31][33]. Group 3: Impact and Significance of UHV Technology - UHV technology has evolved beyond mere electricity transmission, becoming a crucial element in China's energy transition, energy security, and international competitiveness [38][40]. - The technology has effectively replaced coal-fired power generation in regions like Beijing, contributing to improved air quality and environmental benefits [41][43]. - UHV networks have established a robust energy configuration in China, ensuring stability and rapid supply-demand balance across regions, making it the only major power grid globally without large-scale blackout incidents [45][49]. Group 4: Global Leadership and Future Prospects - China has constructed over 50,000 kilometers of UHV lines, enough to circle the Earth, and continues to plan for more UHV corridors to support large-scale renewable energy development [66][69]. - The success of UHV technology has positioned China as a global benchmark, with its standards being adopted internationally, and has enhanced its influence in the global energy transition [51][55]. - The ongoing advancements in UHV technology signify a commitment to continuous innovation and the potential for further breakthroughs in the energy sector [71].